Ep. 217 Dan Morris is on a mission to help 1000 businesses by 2025 by using the 4 Rs any business needs To Maximize its Sales Process

Published: May 31, 2021, 8:45 a.m.

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Dan Morris is an investor, advisor, and B2B growth expert with a mission to leverage his experience to impact 1000 businesses positively by 2025.

Helping companies to succeed in volatile markets, increasing profitability from existing strategies, and helping CEOs take positive steps forward to grow their business is where Dan\\u2019s expertise is focused.

Before turning 30, Dan left a finance career to join a digital agency that showed him what a fast-growing services business could be \\u2013 it went on to sell for \\xa3100m. He then launched a digital signage network publishing content to thousands of screens, and helped a content marketing agency reach #61 on the INC. list.

 

Most passionate about

  • We are working with businesses that need some help with growth. We help B2B, SaaS, and services businesses that are stuck in that six- to seven-figure revenue range and that need to break through to the next level.
  • We help them identify and break down that barrier.

Dan\\u2019s career and story

  • I started my career at a very large bank. They taught me to negotiate to understand numbers very quickly, but I realized that my calling was really with smaller businesses that were moving much faster\\u2014a lot less red tape and a lot more entrepreneurial energy.
  • I found myself working with a group of entrepreneurs who had several different businesses. When the global financial crisis hit in 2008, we were working on a very exciting project, selling to a group of banks, but all of a sudden, they ran out of money. The opportunity arose for me to go with that group of investors from the UK out to the United States and help them build a business that became 61 on the Inc. list in the next four years.
  • When I left working with those businesses, I trained as a product manager, then worked with technology businesses and SAS companies. My training as a product manager helped me to focus even more on what the customer really wants, how to really get the customer to understand the value of the technology, how to build technology that really works for the customer, how to communicate that in sales and marketing, and how to talk with the technology teams.
  • I really wanted to give away some time and understand technology businesses that were out there and that I could potentially be a part of. As I worked with lots of those early-stage customers, I recognized that there was a big opportunity in helping them build those initial building blocks.

Best advice for entrepreneurs

  • Aligned with exactly what we do today I advice entrepreneurs to take the time to review. Have a look at who you're actually working with. Talk to them and understand what they're actually using your product or service for.
  • If you review, you can build that information into a refinement. You can focus more on delivering more for what people are already getting from you. Then, once you've developed that refinement, you can roll it out.

The biggest, most critical failure with customers

  • I think the biggest fail for me was not realizing earlier how many people we could help if we just kept it simple and delivered on this four-Rs framework, rather than being tempted to get in and try to fix everything within a business.

Biggest success with customers

  • We were onboarding in January 2020. This is a company that had been around for nine years and they'd grown to hundreds of thousands of revenue, even around a million dollars in revenue.
  • They'd been in a heavy services business they've been a heavy into the software side of their business. And they'd struggled a little bit with who that core customer was. Over the years, they\\u2019d had a lot of successes. Then they'd come back down to a point where they just said, \\u201cYou know what? We really..."