Welcome to this special bonus episode. I wanted to film this because we had some really big news this week. We are now operating as Rooted in Retail, not Crystal Media. We have been undergoing this transformation for some months now behind the scenes and I wanted to take you though the decision process because I think there is a lot you can learn about branding and messaging in your business. I am also sharing with you the plans have have for the future and what you can expect!

I'm really excited about what we're doing and I'm really excited for you to be a part of it.

[00:00] Big Announcement!

[00:38] Behind the Scenes of the Rebranding Decision

[02:28] The Importance of Messaging in Business

[03:57] Evolution of the Brand: From Crystal Media to Rooted in Retail

[05:57] Expanding Beyond Social Media

[07:21] Introducing the Rooted in Retail Network and Mastermind

[12:05] Personal and Professional Growth

[15:38] Here's to the Future

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Imagine if you could have a dashboard that shows you exactly where your business is succeeding—and where it’s not. Today, I’m going to show you how!

Dan Holman joined me in the last episode to share some powerful ideas on why key performance indicators (KPIs) are essential for growing a retail business. We talked about how analyzing these results weekly can show you what’s working in your business and help you leverage that data to boost profits.

Today, I want to dive even deeper into this and explore how AI is completely transforming the process of tracking and analyzing metrics. I’m also giving you an exclusive sneak peek at something I’m really excited about—our upcoming Rooted in Retail launch in June 2025!

And, of course, I’ll share some practical steps for creating and automating your own metrics dashboard using tools like Google Sheets and AI to take your business to the next level.

Get all of the details on our website!

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If your POS system is more of a headache than a help, you need to hear this! Today, I’m joined by my friend and industry expert, Dan Holman, who’s here to show you how tracking the right data can drive your sales.

This episode is action-packed. Dan brings over 40 years of retail experience to the table, and he’s ready to break down some of the most important metrics in retail—what you should be measuring, why it matters, and how to simplify the process so it feels less overwhelming.

Dan is an award-winning business coach and founder of The Wealthy Retailer, a consulting firm that helps independent retailers and wholesalers boost profitability and cash flow.

We’ll also dive into the hot topic of POS systems. Whether you love yours, hate it, or feel stuck somewhere in between, Dan has expert advice on how to find the right fit for your business. He’s also sharing key insights to help you prepare for a successful holiday season.

Trust me, you’ll want to stick around until the end. Even in our Resilience Round, Dan is dropping wisdom, ideas, and resources that you can start using right away!

[04:25] Dan’s 40+ years of retail experience

[07:12] Why negativity holds back so many independent retailers

[10:49] The top things retailers overlook in inventory management

[18:48] Biggest data points retailers should monitor regularly

[25:25] How Dan recommends retailers track in-store traffic

[27:42] The easiest platform for tracking metrics

[30:36] Dan's advice on choosing a POS system

[34:51] How make teams stronger and more profitable

[37:57] What retailers can do to have a strong Q4

[40:14] Dan's Resilience Round

Get all the resources on our website!

Join the Rooted in Retail Facebook Group to continue the conversation

Get your ticket to EVOLVE 2025 - $200 off when you use the code rooted

Join our Rise and Shine newsletter for all the latest marketing news for retailers

Show off your super fandom by getting your Rooted in Retail Merch!