Podcast Summary: CEO Mindset & Strategy: The Proven Formula to Scale Your Business with Jason Moss

Podcast Information:

• Title: The Best SEO Podcast: Unlocking the Unknown Secrets of AI, Search Rankings & Digital Marketing
• Host: Matt Bertram (MatthewBertram.com)
• Episode: CEO Mindset & Strategy: The Proven Formula to Scale Your Business with Jason Moss
• Release Date: July 10, 2025

Introduction to the Episode

In this episode of The Best SEO Podcast, host Matt Bertram welcomes renowned online business coach Jason Moss to discuss the intricate relationship between CEO mindset and business scaling strategies. Matt sets the stage by revealing his personal connection with Jason, emphasizing the vulnerability and authenticity he feels as he embarks on his own coaching journey. This candid approach underscores the podcast’s commitment to delivering genuine insights from industry experts.

Notable Quote:

"So much of marketing today is about that. It's about storytelling, it's about sharing the uncomfortable process and journey of what you're going through."
— Jason Moss [02:34]

The CEO Freedom Formula

Jason Moss introduces the CEO Freedom Formula, a comprehensive roadmap designed to help entrepreneurs scale their businesses effectively. This formula is built upon years of Jason’s experience mentoring over a thousand entrepreneurs across various niches.

CEO Identity

The first pillar, CEO Identity, focuses on the internal aspects of entrepreneurship. Jason emphasizes that scaling a business isn't solely about external strategies like marketing or sales; it's fundamentally about evolving one's personal identity to match the desired business growth.

Key Insights:

• Reflection Over Strategy: Jason observed that giving the same strategy to different individuals yielded varied results. This led him to conclude that internal factors—mindset, identity—play a crucial role in how strategies are executed.
• Mirror Analogy: The business is a reflection of the entrepreneur. To change the business, one must first change themselves.

  "If you want what is in the mirror to change, you have to change yourself."
  — Jason Moss [09:14]

Matt’s Contribution: Matt connects this idea to the concept of the subconscious mind, highlighting how one's internal state influences decision-making and problem-solving. He references classic literature on the subconscious, drawing parallels to Jason’s emphasis on identity.

Eliminate and Create Leverage

The second pillar addresses Eliminate and Create Leverage, emphasizing the importance of simplifying business operations to focus on high-impact activities.

Key Insights:

• Pareto Principle (80/20 Rule): Jason stresses that a significant portion of business activities often contribute little to revenue. Identifying and eliminating these low-impact tasks can free up resources for more profitable endeavors.

  "Most entrepreneurs spend the majority of their time trying to fix and change the outside... So what CEO identity is, is it's taking this inside out view of business growth."
  — Jason Moss [06:25]

• Delegation vs. Abdication: Jason differentiates between effective delegation—where tasks are assigned to capable team members—and abdication, where responsibilities are irresponsibly handed off without proper oversight. Effective delegation requires understanding what tasks truly need to be handled personally versus those that can be outsourced without compromising quality.

Matt’s Example: Matt shares his experience with managing a YouTube channel. Initially, he invested heavily in video editing, assuming high production quality would drive engagement. However, after experimenting with unedited videos, he discovered that simpler content had better retention rates, leading him to eliminate unnecessary complexity and streamline his approach.

Optimize Your Marketing

The third pillar, Optimize Your Marketing, revolves around balancing leverage and intimacy in marketing strategies to maximize reach while maintaining personal connections with the audience.

Key Insights:

• Leverage vs. Intimacy: In the age of AI and scalable content creation, maintaining a personal touch is crucial. Effective marketing should combine broad-reaching strategies with personalized interactions to build trust and authenticity.

  "It's personal brand, it's storytelling, it's vulnerability... Those days are behind us."
  — Jason Moss [29:00]

• Human Connection: Jason argues that the essence of internet marketing lies in authentic human connections rather than complex systems. Simplifying marketing efforts to focus on genuine interactions can lead to more meaningful and sustained business growth.

Matt’s Perspective: Matt expresses concerns about the increasing reliance on AI for customer interactions, emphasizing the need for authenticity and personal branding to stand out in a crowded digital landscape.

Mindset and the Subconscious

A significant portion of the conversation delves into the subconscious mind's role in shaping an entrepreneur’s actions and decisions. Matt references a classic book on the subconscious, aligning its principles with Jason's emphasis on mindset.

Key Insights:

• Subconscious Influence: The subconscious mind processes most of our experiences and shapes our identity, influencing how we handle business challenges.

  "The subconscious mind is 9, 10 of the individual... it helps to build that identity."
  — Matt Bertram [09:14]

• Daily Affirmations: Jason suggests practical exercises such as daily affirmations and visualizations to reinforce the desired CEO identity, which in turn fosters behaviors aligned with business growth.

Delegation vs. Abdication

Jason elaborates on the critical distinction between delegation and abdication, emphasizing that delegation should be strategic and informed, whereas abdication can lead to business mismanagement.

Key Insights:

• Delegation: Entrusting tasks to competent team members to free up the entrepreneur’s time for higher-value activities.

  "Delegating is I know how to do something myself... We're going to build an empowered team to take this off my plate."
  — Jason Moss [22:43]

• Abdication: Irresponsibly handing off tasks without proper understanding or oversight, leading to potential business issues.

  "Abdication is I don't understand this... I'm looking for somebody else to save me from something that I haven't figured out."
  — Jason Moss [22:43]

Operating Modes: Willful, Intellectual, Intuitive

Jason introduces a framework inspired by his mentor Scott Alford, categorizing entrepreneurs' operating modes into Willful, Intellectual, and Intuitive. Understanding these modes helps tailor marketing strategies to resonate with different client archetypes.

Details:

• Willful: Characterized by a focus on hard work and hustle. Entrepreneurs in this mode prioritize action and relentless effort.

  "It's the person who's gonna go out and make like 200 sales calls... crush it."
  — Jason Moss [45:09]

• Intellectual: Focused on strategy and systems. These entrepreneurs prioritize working smarter rather than harder, often seeking in-depth knowledge and structured approaches.

  "They're going to think things through... they want case studies, lots of facts and information."
  — Jason Moss [45:09]

• Intuitive: Driven by inner wisdom and alignment. These entrepreneurs prioritize feeling and energy over structured strategies, often seeking authenticity in their business interactions.

  "They're going to respond to the energy of a conversation... more likely to respond to the energy."
  — Jason Moss [45:09]

Application: Understanding these modes allows entrepreneurs to tailor their marketing messages. For instance, willful clients may respond better to urgency and actionable strategies, whereas intuitive clients may prefer authentic storytelling and personal connections.

Case Studies

Jason shares real-life examples of how the CEO Freedom Formula has transformed businesses, highlighting the practical applications of the discussed frameworks.

Client Megan

• Background: Megan ran a successful virtual assistant agency and a side coaching business, working 80 hours a week with minimal revenue from coaching.
• Intervention: Through group and one-on-one coaching, they revamped Megan’s marketing to focus on authentic, human-centric communication. Additionally, Megan transitioned from one-on-one coaching to a group program to increase leverage.
• Outcome: Megan achieved over $260,000 in annual sales, a 20x growth, while reducing her working hours by half.

Notable Quote:

"This is one of the reasons why I love this formula because it's not just about business growth but how do we do this in a way that's sustainable."
— Matt Bertram [37:46]

Client Zach

• Background: Zach, a mindset coach for high-performance athletes and CEOs, was operating in a "willful" mode, juggling multiple tasks and struggling to scale efficiently.
• Intervention: Jason guided Zach through transitioning from a willful to an intellectual, and eventually to an intuitive operating mode, focusing on strategic alignment and intuitive business decisions.
• Outcome: Zach’s revenue quadrupled within a year, and he began attracting more aligned clients, enhancing his business's overall quality and sustainability.

The Secret of Internet Marketing

As the conversation nears its conclusion, Jason shares what he considers the "unknown secret" of internet marketing.

Key Insight:

• Human Connection Over Complex Systems: Jason posits that the true essence of internet marketing lies in genuine human connections rather than intricate sales funnels or marketing strategies.

  "The bigger secret of internet marketing is the less that you see it as internet marketing, the more that you realize what you're actually doing, which is marketing as a means to human connection."
  — Jason Moss [56:10]

Implications:

• Simplification: By viewing marketing as facilitating human connections, entrepreneurs can simplify their strategies, focusing on authenticity and relationship-building.
• Trust and Authenticity: In an era dominated by AI and automated content, maintaining a personal touch is crucial for standing out and building trust with the audience.

Conclusion and Final Thoughts

Matt wraps up the episode by reinforcing the value of Jason’s insights and encouraging listeners to engage further with his content. Both hosts emphasize the importance of authenticity, strategic delegation, and aligning one’s identity with business goals to achieve sustainable growth.

Notable Quote:

"Good marketing is what needs to happen. You can't optimize something that's not good.”
— Matt Bertram [33:56]

Call to Action: Jason directs listeners to his website, jasonmoss.com, where they can access free resources, including the "Seven Figure Scaling Guide," and connect with him for further insights and support.

Final Thoughts: This episode provides a comprehensive exploration of the interplay between CEO mindset and strategic business growth. Through the CEO Freedom Formula, Jason Moss offers actionable frameworks that emphasize the importance of internal identity, strategic elimination of low-impact tasks, and optimizing marketing through authentic human connections. Real-world case studies illustrate the formula's effectiveness, while the discussion on operating modes offers valuable tools for entrepreneurs to tailor their approaches based on their unique styles and client bases. The emphasis on human connection as the core of internet marketing serves as a timely reminder of the enduring value of authenticity in an increasingly automated digital landscape.