CEO Pulse Podcast

Facilitate a Partnership Accountability Workshop

This business idea involves hosting workshops centered around partnership accountability and clear communication among prospective business partners. The goal would be to guide participants through the essential steps of structuring partnerships, setting expectations, and assigning roles based on individual strengths. These workshops could utilize both in-person and virtual formats, allowing entrepreneurs to engage with experienced facilitators who can provide insights from real-world scenarios. Targeted at startups or individuals considering significant business alliances, workshop content would include practical activities, case studies, and networking opportunities. This initiative not only helps prevent future conflicts but also enhances collaboration skills by educating participants on strategic partnership frameworks. Tools such as virtual collaboration platforms could be employed to maintain interactivity, especially in remote settings, thereby expanding the program's reach.

Service Medium Score: 7.4/10

From: Partnership or Solo Journey? The Truth About Business Alliances! | Business 101

Create a Joint Venture (JV) Partnership Program

The idea revolves around establishing a structured Joint Venture (JV) partnership program that allows entrepreneurs to test partnerships before committing to permanent arrangements. This model suggests creating short-term agreements where two or more parties collaborate on specific projects for a defined period, say three to six months. This approach provides a 'dating period' to assess compatibility in work styles, strengths, and business philosophies. The program could be marketed to startups and small businesses looking to explore partnerships without the risk of long-term commitments. Entrepreneurs can utilize tools like project management software to manage tasks and ensure accountability, ensuring both parties give their best effort during the trial period. The target audience includes small business owners and entrepreneurs considering expanding their reach through collaborations.

Community Medium Score: 6.4/10

From: Partnership or Solo Journey? The Truth About Business Alliances! | Business 101

Sales Psychology Training Series

A training series focusing on sales psychology can be developed to help business owners and sales teams understand the mental drivers behind customer behavior. This could take the form of video content, workshops, or downloadable resource kits aimed specifically at enhancing sales skills in the service industry. The training could cover techniques on building rapport, closing sales, and managing objections based on psychological principles. The potential audience for this series includes sales professionals, entrepreneurs in service businesses, and even marketing teams looking to enhance their influence and conversion rates. Marketing could capitalize on testimonials from previous successful implementations, thereby increasing credibility.

Content Low Score: 8.2/10

From: Boring 7 Figure Business and the Mindset Behind Them With Joel Mercado & Rafael Cortez

Workshops on Service Business Systems

This idea outlines the creation of interactive workshops aimed at teaching service business owners how to establish effective systems that can scale their businesses. By utilizing previous personal experiences, the workshops would cover fundamental operational processes, customer relationship management, and automation tools customized for service-based industries. These workshops could be hosted in-person or online, allowing for flexibility and broad accessibility. The primary audience would include small to medium business owners in service sectors, looking to enhance their operational efficiency. This can also provide an opportunity for upselling further consulting or coaching services post-workshop.

Content Medium Score: 7.2/10

From: Boring 7 Figure Business and the Mindset Behind Them With Joel Mercado & Rafael Cortez

Empowerment Coaching for Entrepreneurs

This business idea focuses on establishing a coaching program dedicated to empowering entrepreneurs, particularly service-based business owners, to achieve significant financial growth. The program would leverage Joel Mercado's experience with mindset and business scaling, with an emphasis on personal development, leadership skills, and systems implementation. It could be structured as both one-on-one coaching and in group settings, ensuring that a wider audience is reached. Topics could range from overcoming limiting beliefs to establishing transparent business practices and extreme ownership. The target audience includes aspiring and existing entrepreneurs who are keen to enhance their business performance while also needing personal motivation and accountability to grow.

Service Medium Score: 7.4/10

From: Boring 7 Figure Business and the Mindset Behind Them With Joel Mercado & Rafael Cortez

Live-Transfer API for Warm Handoffs

The episode describes a specific digital integration: an API-powered 'live transfer' that lets acquisition/disposition teams instantly push a signed contract and related file data to a transaction coordinator for immediate intake. The product is an integration endpoint (API/webhook + short UI) that receives a contract, creates a TC intake record, triggers immediate actions (schedule photos, request access, initiate title checks), and enables an immediate warm handoff to dispositions. Implementation would require building a secure API and lightweight dashboard that accepts contract payloads (PDFs, signatory metadata), validates fields, creates tasks in the TC workflow, and notifies the receiving coordinator for a live transfer. The tool solves the problem of deal drop-offs during handoffs (seller ghosting, missing paperwork) by making the transfer instantaneous and audit-trailed. Target users are acquisition/disposition teams, TC firms, and mid-size wholesaling operations. Specific tactics mentioned: API link for loading contracts, warm/live transfer to TC, pre-coordinating photos and access, and integrating with title/escrow partners to accelerate close timelines.

SaaS High Score: 6.6/10

From: How to hire your first Transaction Coordinator with Kirsten Banks & Rafael Cortez

Contract & TC Training Program

Kirsten repeatedly calls out a gap: wholesalers and newer team members often use contract templates without understanding execution, correct seller identification (estate names, executor wording), and contract clauses — leading to unenforceable agreements and lost deals. She runs focused training sessions on contract mechanics, paperwork, and TC best practices. This can be packaged as an online course and cohort-based training for acquisitions teams, new wholesalers, and junior TCs. Implementation steps: (1) outline core modules (correct contract execution, probate/quiet-title red flags, naming conventions, clause leverage, intake SOPs), (2) record lessons and build templates/checklists, (3) offer live Q&A clinics and role-play intake scenarios, (4) provide downloadable SOPs and checklists and optionally a certification for TC-readiness. The product solves the problem of transaction failures due to poor contract execution and lack of administrative know-how, reducing deal leakage and creating qualified handoffs. Target customers include new wholesalers, acquisition reps, investor teams, and aspiring TCs. Tactics mentioned in the episode include live transfer demos, real-case examples, and hands-on contract walkthroughs.

Content Medium Score: 6.8/10

From: How to hire your first Transaction Coordinator with Kirsten Banks & Rafael Cortez

Outsourced Transaction Coordinator Service

This is a professional, outsourced transaction coordination (TC) service model aimed at real estate wholesalers and small investor teams. Kirsten describes a three-pronged delivery model: (1) a retainer-based engagement with a volume commitment and discounted TC fee paid at closing, (2) à la carte / single-transaction TC services for entry-level clients, and (3) consulting/rescue services for problematic files (probate, quiet title, breaches, affidavits). Implementing this business involves recruiting experienced TCs (or training hires), defining standardized SOPs for file intake, establishing pricing tiers (retainer + discounted per-deal fee; per-transaction flat fees), and integrating a vetted title partner network to guarantee closures. The service solves the problem that wholesalers face when administrative/escrow work blocks deal flow and sales focus — it prevents lost deals, reduces founder opportunity cost, and increases velocity by letting founders focus on acquisitions/disposition. Target customers are new and scaling wholesalers, small investor teams, and acquisitions reps who want low-barrier access to TC expertise. Tactics mentioned include low upfront pricing to maintain the low barrier to entry, fee-at-closing billing (so client cashflow is preserved), creating warm handoffs between acquisitions/dispo/TC, and cultivating dedicated title partners to reduce closing friction.

Service Medium Score: 7.4/10

From: How to hire your first Transaction Coordinator with Kirsten Banks & Rafael Cortez