Keeping and following a clear vision, with Clate Mask

Episode 900

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Clate Mask is the CEO and co-founder of Infusionsoft, the leading all-in-one sales, and marketing software built for small businesses and eight-time Inc. 500 or Inc. 5000 winner. Clate was named an Ernst & Young Entrepreneur of the Year finalist, a Top 100 Small Business Influencer by Small Business Trends, and one of the 100 Most Intriguing Entrepreneurs of 2013 by Goldman Sachs. Clate is a national speaker on entrepreneurship and small business success, and he is the co-author of the New York Times bestselling book, “Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy.”

What you will learn from this episode:

  • Why Infusionsoft created their Mars Mission to help guide them through the transition to working with more small businesses through a new, simpler platform
  • Why developing a simpler platform scaled for broader use created new challenges for the company, including splitting their focus and renaming their brand Keap
  • How the company began to split their focus starting in 2017, and how their long-term focus was key to navigating the complexity of their two different offerings
  • Why developing the simpler platform for small businesses has been a part of the Clate’s long term vision for years, and why that matters to the success of the company
  • Why the goal of Keap’s Mars Mission is to simplify growth for 5 million small businesses, and why that specific metric was chosen
  • How Clate’s company is inventing a small business solution from scratch, rather than offering a watered-down enterprise solution like their competitors
  • Why Clate believes that purpose, mission, and values are the keys to growth, and why leaders must clearly communicate those key aspects to their teams
  • What advice Clate has for business owners looking to improve their ability to mentor others
  • Clate shares the brand story of his company and of his personal entrepreneurial journey and the many strains and struggles he faced in his company’s early days

Additional resources:

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