SELLEST OSAST
Most agencies lose clients in 18 to 24 months. Chad Bauer's clients stick around for decades.
Chad is the president and owner of SR&B Advertising, a Maryland agency founded in 1964 that he acquired from his father and transformed from a traditional ad shop into a modern growth and performance marketing firm. The numbers speak for themselves: 94% client retention, 20% year-over-year revenue growth, and not a single dollar ever spent on self-promotion. Every client has come through referrals.
In this episode, Chad and Aspen get into what it actually takes to inherit a business without coasting on it, and why the shift from owner-operator to actual leader is where most founders get stuck.
In this episode:
- Why inheriting a business can be harder than starting one from scratch
- Time blocking, calendar discipline, and the Claude "CEO daily brief" skill Chad built to prep for every day
- The switch from ChatGPT to Claude and where each AI tool actually earns its place
- The Monday.com onboarding mistake that cost him seven years of institutional knowledge (and how to avoid it)
- Taking over from his dad: what he kept, what he changed, and handling "that's not how your dad did it"
- The four-meeting playbook that built accountability into the team without micromanaging
- Why he says "we're not in marketing, we're in the relationship business"
- The secret to 94% retention: defining success before the contract is signed and communicating before clients have to ask
- Why picking up the phone is the most under-utilized tool in business
- Buying tech for where your business is now, not where it might be in five years
- The productivity advice Chad gives everyone but doesn't follow himself
Connect with Aspen:
- Take the free Business Dependency Audit and find out exactly where your business depends too much on you: Click Here
- Grab the $17 Business Relief Toolkit, checklists that help you fix it: Click Here
- Follow along on Instagram for behind-the-scenes: Instagram
- Tools I actually use: ClickUp
- Questions? DM me or email mentor@aspenpeggs.com
Connect with Chad:
- SRB Advertising: Click Here
- Chad on LinkedIn: Click Here
Loved this episode? Leave a review, it helps more entrepreneurs find the show.
Inglise
Kanada
TRANSKRIBEERI 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
OTSI VARASEMAID OSASID
Otsi kanali Efficiently Ever After viimaseid osasid.
MUUD EPISOOD SELLES PODCASTIS
In this episode of Efficiently Ever After, host Aspen Peggs discusses the challenges of staying organized under pressure as a business owner. She emphasizes the importance of recognizing stressors, trusting established systems, prioritizing tasks, and practicing micro-organization. The episode also…
In this episode of Efficiently Ever After, we’re getting into the brutally honest truths of hiring—whether you’re the one applying or the one doing the hiring.
If you’ve ever fluffed your skill ratings, ghosted an application form with “see résumé,” refused to send a video because it felt “discr…
What happens when a systems queen teams up with a branding bombshell? You get this firecracker of a conversation between myelf and digital marketing strategist turned business coach, Ayla Sorochuk.
In this episode, we’re talking about building brands that actually connect, content that doesn’t mak…
If you’re waiting to be told what to do or saying “that’s not my job,” you’re not leading. You’re just checking boxes.
In this episode, I’m calling out what separates real ownership from task-doing. Because if you want to get promoted, get trusted, or just stop having your work second-guessed, thi…
In this episode of Efficiently Ever After, I’m calling out one of the biggest issues I see with founders and CEOs—unclear leadership. If your team constantly looks confused, it’s probably not a talent problem. It’s because you never gave them the damn map.
I’m sharing how implementing the Entrepre…
Vastutamatussäte: Sellele lehele manustatud taskuhäälingusaade ja kunstiteosed pärinevad Aspen Peggs-lt, mis on selle omaniku omand ja ei ole seotud ettevõttega Listen Notes, Inc.
MUUDA
Aitäh, et aitad hoida podcastide andmebaasi ajakohasena.
