245. Scaling a People-Powered Sales Team with Lisa Whitehouse
The CEO Help Desk from Run Like Clockwork
Release Date: 07/30/2025
The CEO Help Desk from Run Like Clockwork
After coaching Jen O’Hare of Bell Box Co on defining her QBR (Queen Bee Role), Adrienne and Emily are back with a debrief — breaking down the biggest themes from the conversation and sharing how they apply to every business, not just gifting. This episode is a must-listen if your offers feel bloated, you’re stretched too thin, or you’re struggling to decide what actually matters to your customers. Here’s what we cover: ✅ Why Jen’s QBR wasn’t product selection (and what it was instead) ✅ How to define your QBR when you're doing it all yourself ✅ Why trimming services is...
info_outlineThe CEO Help Desk from Run Like Clockwork
In this episode of the CEO Help Desk, Adrienne and Emily coach Jen O’Hare, founder of Bell Box Co, through one of the most powerful prioritization tools we use at Clockwork: identifying her business’s QBR (Queen Bee Role). Jen runs a high-touch, end-to-end corporate gifting service — but like so many CEOs, she’s been wearing all the hats. In this real-time strategy session, you’ll hear how we narrowed in on what actually matters most to her customers, and how that clarity can help her scale without sacrificing quality. Here’s what we cover: ✅ Why Jen’s customers choose her over...
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In this debrief episode, Adrienne and Emily reflect on their conversation with Danielle Hendon — and break down what it actually looks like to loosen your grip without watching the whole business unravel. They share their own experiences stepping back from day-to-day decisions, the tools that helped them build trust with their team, and how to adapt leadership as both your business and personal needs evolve. Here’s what we cover: ✅ Why delegation problems are usually communication problems ✅ How to use red/yellow/green light language with your team ✅ The difference between being...
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In this coaching session, Adrienne Dorison and Emily Doyle sit down with Danielle Hendon, founder of 4 Corners CFO, to unpack a surprisingly common (and sneaky) bottleneck: too many leads. If you’ve ever thought “more leads = more money,” this episode might change your mind. Danielle shares the real challenges of managing overwhelming demand as a solo CFO — and why growing her client roster wasn’t translating to growing her business. Together, they explore what it looks like to: Get clear on capacity before hiring Protect your most valuable skillsets And rebuild around you —...
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When is the right time to start something new? In this debrief, Adrienne and Emily unpack their coaching session with Catherine Roe and offer a powerful reframe for any multi-passionate CEO: context determines the strategy. They explore what made Catherine ready to grow something new — and how to know if you are too. 🎧 Listen in as they discuss: ✅ The truth about “multi-passionate” founders ✅ Why seasons of business matter more than hustle ✅ What happens when you try to grow two things that both need you ✅ The trap of chasing new ideas because you’re bored ✅ Why...
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Catherine Roe built a successful accounting firm that now runs without her. But instead of coasting, she’s launching a second brand — an educational business focused on financial literacy. In this coaching episode of The CEO Help Desk, Catherine shares how she’s balancing new ideas, team capacity, and her own energy as she grows her next business. If you’ve ever felt the pull to start something new and the fear of slipping back into overwork… you’re going to relate to this one. Here’s what we cover: ✅ Why her first business can grow without her — and what that changes ✅ How...
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After , Adrienne and Emily are back to debrief the conversation — and dig into what it really takes to evolve from a hands-on founder to a strategic leader. If you’ve stepped out of the doing but still find yourself making all the decisions, this debrief will hit home. Here’s what we cover: ✅ The illusion of being “out of the weeds” — and why decision fatigue proves otherwise ✅ How to train your team to spot problems and solve them ✅ Letting go of control… without letting go of clarity ✅ Navigating leadership with a co-founder who sees the world differently ✅ Why...
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In this coaching episode, Adrienne Dorison and Emily Doyle sit down with Ben and Cody, co-founders of , to tackle a challenge many visionary founders face: What does your role become when the business runs without you? If you’ve ever felt unsure of how to stay involved at a strategic level without slipping back into the day-to-day, this one’s for you. Here’s what we cover: ✅ Why “letting go” doesn’t mean disappearing ✅ How to build metrics that matter (and get your team to own them) ✅ Navigating partnership dynamics when your working styles clash ✅ Identifying the...
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After coaching Lisa Whitehouse on her team and scaling challenges, Adrienne and Emily are back to debrief the conversation — and get honest about how fear, beliefs, and untested assumptions shape our most critical business decisions. If you’ve ever delayed a hire, undercharged for your work, or jumped back into client delivery because “it’s just easier,” this debrief is a must-listen. Here’s what we cover: ✅ Why journaling and mindset work alone won’t help you scale ✅ The numbers that make hiring decisions feel safer ✅ How to calculate your onboarding runway + caseload...
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In this coaching session, Adrienne Dorison and Emily Doyle sit down with Lisa Whitehouse, founder of Clever Vine — a UK-based outsourced business development agency — to unpack the mental and operational roadblocks keeping her from hiring and scaling with confidence. If you’ve ever second-guessed whether it’s safe to grow your team, this one’s for you. Here’s what we cover: ✅ What “team trauma” looks like — and how it lingers in your decision-making ✅ Why Lisa keeps jumping back into client work (and what it’s costing her) ✅ The challenge of hiring for soft skills and...
info_outlineIn this coaching session, Adrienne Dorison and Emily Doyle sit down with Lisa Whitehouse, founder of Clever Vine — a UK-based outsourced business development agency — to unpack the mental and operational roadblocks keeping her from hiring and scaling with confidence.
If you’ve ever second-guessed whether it’s safe to grow your team, this one’s for you.
Here’s what we cover:
✅ What “team trauma” looks like — and how it lingers in your decision-making
✅ Why Lisa keeps jumping back into client work (and what it’s costing her)
✅ The challenge of hiring for soft skills and high performance
✅ How to create capacity before you need it
✅ Navigating the tension between small clients and large contracts
Lisa shares how a past business failure still shapes her thinking — and how that fear shows up in her leadership today. Plus, Adrienne and Emily break down:
- The mindset shifts required to grow sustainably
- How to set up hiring systems that feel safer
- Why pricing must reflect skill (not just service)
If you’re a service-based business owner trying to scale your team without losing quality or control, this episode will help you lead with clarity instead of fear.
🔥 Hit play and let’s get into it!
Top 5 Takeaways:
Fear Isn’t Strategy – Past business trauma can silently shape present-day decisions. Unpack it or risk staying stuck.
Hire Ahead of Demand – Build the bench before you need it. Otherwise, you’ll always be catching up.
Let Go to Grow – Just because you can jump in doesn’t mean you should. Founder fill-ins cost more than they save.
Profit Needs Pricing Power – If your service is high-touch and human-led, your pricing should reflect that.
Don’t Just Attract Talent—Train It – A clear onboarding timeline builds trust (and saves money).
Chapters
01:10 – Meet Lisa: What Clever Vine does and who they serve
03:42 – The challenge: balancing demand with capacity
06:58 – Why past team layoffs still shape Lisa’s fear
10:24 – Jumping back in: the hidden cost of being the fallback
14:08 – Improving onboarding speed with better hiring clarity
17:02 – Balancing a values-driven culture with performance goals
19:50 – Creating team diversity across big and small clients
22:20 – Why pricing must match value in a human-led business
25:12 – Facing the fear: journaling, self-awareness, and belief work
31:00 – Lisa’s biggest takeaway + next step
Connect with Lisa:
👉 Website: https://www.clevervine.co.uk