
Building Processes & Productized Services with Brian Casel
12/08/20 • 51 min
Episode Summary
We talk with Brian Casel, entrepreneur and creator of ProcessKit and Productize & Scale, about how to create systems that bring order to your business and how to productize your services.
Links
Guest
Our guest this week is Brian Casel — an entrepreneur and product designer who has built multiple self-funded businesses since 2008. Brian runs ProcessKit, a process-driven project management software for client services. He's also Productize & Scale, a community where client services founders learn and grow with productized services.
Panelists
- Kai Davis
- Meg Cumby
Panel Picks
Each episode, the panel (and guest) share their picks: a book, app, service, resource, or something else that they're enjoying and recommend you check out:
- Guide to new client onboarding (Brian)
- Smartless - podcast (Brian)
- Quickbooks Online - Canada; United States; Choose your country (Meg)
- Audiobooks Norse Mythology and American Gods by Neil Gaiman (Kai)
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Help the show
Episode Summary
We talk with Brian Casel, entrepreneur and creator of ProcessKit and Productize & Scale, about how to create systems that bring order to your business and how to productize your services.
Links
Guest
Our guest this week is Brian Casel — an entrepreneur and product designer who has built multiple self-funded businesses since 2008. Brian runs ProcessKit, a process-driven project management software for client services. He's also Productize & Scale, a community where client services founders learn and grow with productized services.
Panelists
- Kai Davis
- Meg Cumby
Panel Picks
Each episode, the panel (and guest) share their picks: a book, app, service, resource, or something else that they're enjoying and recommend you check out:
- Guide to new client onboarding (Brian)
- Smartless - podcast (Brian)
- Quickbooks Online - Canada; United States; Choose your country (Meg)
- Audiobooks Norse Mythology and American Gods by Neil Gaiman (Kai)
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Help the show
Previous Episode

Using YouTube as a Marketing & Promotion Channel
Episode Summary
Thinking about using YouTube for marketing, promotion and audience growth? Our panel talks about our experiences using this channel and what we'd recommend for people considering adding this channel into the mix for their business.
Panelists
- Marg Reffell
- Reuven Lerner
- Erik Dietrich
- Kai Davis
Panel Picks
Each episode, the panel (and guest) share their picks: a book, app, service, resource, or something else that they're enjoying and recommend you check out:
- Fathom Analytics - an alternative to Google Analytics for people who don't need all the complexity (Reuven)
- YouTube for Bosses - Course by Sunny Lenarduzzi (Marg)
- Sunny Lenarduzzi YouTube Channel (Marg)
- Cathrin Manning YouTube Channel (Marg)
- TubeBuddy - browser plugin to help you optimize your videos as you upload them (Erik)
- DaedTech's YouTube channel (Erik)
- Plutora's YouTube channel about software delivery (Erik)
- Descript - high-quality AI-powered transcripts (Kai)
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Next Episode

Climbing the Value Chain & Growing Your Biz
Episode Summary
How can you grow your business as a freelancer? Our panel discusses the different paths to grow your business, hiring a team, climbing the value chain, and aligning your growth goals with what you want out of your business.
Panelists
- Erik Dietrich
- Marg Reffell
- Kai Davis
- Meg Cumby
Panel Picks
Each episode, the panel (and guest) share their picks: a book, app, service, resource, or something else that they're enjoying and recommend you check out:
- JonathanStark.com for insight on pricing, value-pricing, productized services (Erik)
- Passwordless authentication (Erik)
- Noko - time tracking software (Kai)
- Blue Snowball USB Microphone (Meg)
- The Code Of The Extraordinary Mind by Vishen Lakhiani (Marg)
End of Season 2
Thanks for listening to this season! This is the last episode of Season 2. We'll be back in January 2021 with Season 3.
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