BOSS: Business Owner Success Series

The Business Owner Success Series (BOSS) is designed specifically to provide Fredericksburg area small business owners with practical, actionable advice. We bring in experts to share guidelines, tips, and answer specific questions to help us improve our businesses.

  • Small Business – Each topic will be designed specifically for micro businesses and the unique challenges we face.
  • Practical – Each presentation will be clearly “real world” and not magical fantasy land.
  • Actionable – Each presentation will include or guide you to develop your own “to do” action items before you leave.
  • Expert – Each speaker will be an expert in their field with real-world experience to back it up.
  • Applicable – Each presentation will include 10+ minutes for Q&A so you can get clarification or ask the expert for insight directly into your personal business challenges.
Employees are having a business meeting

BOSS! Video Library

Relationship Websites Are Ideal for a Micro-business


  • What kind of website that actually makes SENSE for a small business
  • The high impact components that are missing from your website
  • From lots of specific examples

Josh Walton on January 19th, 2021

Thousands of B2B Leads


  • Find the email address for local B2B leads that match your target profile
  • Surface your most likely to convert leads with simple, automated scoring
  • Simple automation to turn those email addresses into sales using HIGHLY personalized email sequences

Jeff Garland on December 8th, 2020

Business Owner’s Endgame


  • Realistic retirement numbers for business owners
  • What is the cashflow advantage
  • 3 Steps to beginning your endgame as a business owner

Ryan Wall on November 10th, 2020

Leverage LinkedIn

  • The Why and How of “Recommendations”
  • How messaging has changed on LI
  • How to use LinkedIn to get more business
Linda Clevenger on October 13th, 2020

Communications Breakdown


  • How to plan your messaging to your customers and prospects
  • How to budget for your communications plan
  • How to execute a monthly plan in just a few hours

Chris Muldrow on September 1st, 2020

Understanding Customer Value Journey


  • How to transform target audience from strangers to raving fans
  • How to Improve Customer Experience
  • Discover Where Your Audience Is Dropping Off and How to Re-Engage

Greyson Schwing on August 4th, 2020

EIDL and PPP Loans


  • The EIDL versus the PPP
  • What counts towards loan forgiveness
  • Tax implications of forgiveness & “the grant”

Shelley Kasten on July 21st, 2020

Build Financial Resilience


  • 5 Analyzing your business money habits
  • How to budget TACTICALLY
  • Thermostat versus thermometer budgeting

Johnnie Lloyd on June 16th, 2020

Knock Their Socks Off


  • 5 Don’ts that drive customers away
  • 5 Do’s that keep customers coming back
  • How to get that 5-star review or testimonial

Laurie Kummer on June 2nd, 2020

Pump Your Pipeline


  • How to build your referral pipeline

  • What works best as a single-person “company”
  • How to get referrals going quickly

Mac Church on May 5th, 2020

Great Facebook Videos


  • How to make engaging videos with your smartphone
  • Easy-to-follow video guidelines
  • Affordable gadgets that will instantly make your vids better

Mats Jerndal on April 21st, 2020

Partner with UMW


  • How the internship program works at Mary Washington.
    How your business can benefit from being in a “college town”.
    16 Different ways to partner with the UMW College of Business.

Lynne Richardson on February 18th, 2020

Low-High Advertising


  • 3 LOW costs ways to market for a HIGH return.
  • 23 specific examples of free or low-cost advertising.
  • How to set and achieve REALISTIC marketing goals.

Aaron Rayford on November 5th, 2019

Closing The Sale


  • The 8 steps to the close
  • Tips and Tricks to be better at each step
  • What is the “yes train” and how to use it right

Phill Solow on January 21st, 2020

Make More Time


  • Techniques for saving time in both sales and office administration.
  • Tools any business can easily use to save time.
  • Tips and Tricks from the Queen of efficiency herself!

Latrice Claiborne on March 3rd, 2020

Successful Selling


  • The steps to selling
  • 4 ways to improve your sales technique
  • How to improve your close rate

Mike Williams on October 15th, 2019

Micro-Marketing, Step One


  • The simple but powerful first step to great small business marketing.
  • How to do it in 5 minutes or less.
  • How it will simplify your marketing.

Art Radtke on August 20th, 2019

5 Star Service

  • Tips for maintaining personal connections with lots of customers
  • Simple, free technology that will help you
  • Leave with a 10-point checklist
Amanda McCallum on November 19th, 2019

Repeat Business


  • How to find easy repeat customers.
  • How to get customers that refer you out.
  • Which existing customers to focus on.

Rob Notman on July 16th, 2019

Profit As A Sponsor


  • Difference between Sponsorship VS Advertising
  • Strategies for profiting as a sponsor
  • How to establish your sponsorship program

Johnnie Lloyd on July 2nd, 2019

5 Bookkeeping Screwups


  • About transactions
  • About payroll and owner pay
  • About downloading and reconciling accounts

Shelley Kasten on June 18th, 2019

Health Insurance


  • What’s required of an employer.
  • What are the options for a sole proprietor.
  • When you can’t afford to offer health insurance, what are other options?

Debbie Napier on September 17th, 2019

Tax Act Impact


  • How the QBI Deduction affects your small business
  • How to handle work expenses now with your employees
  • How Meals & Entertainment has changed

Adam Knihtila on September 3rd, 2019

Unbeatable Booths


  • How to make the most of your investment in a special event.
  • What kinds of displays will attract the best attention.
  • How you look/what you do at your booth matters.

Linda Rudd on August 6th, 2019

Processing Time


  • Five real-life lessons.
  • How to setup processes that save your business money.
  • How to find the right process to improve.

John Gillespie on June 4th, 2019