meta_pixel
Tapesearch Logo
Log in
The How of Business - How to start, run, grow and exit a small business.

163: Document Management with Kevin Miller

The How of Business - How to start, run, grow and exit a small business.

Henry Lopez, Levante Business Group

Entrepreneurship, Business

4.7522 Ratings

🗓️ 27 November 2017

⏱️ 46 minutes

🧾️ Download transcript

Summary

Document management for small business owners with Kevin Miller. Kevin is the Chief Marketing Officer at Neat - a document management company. Kevin shares his insights on software as a service (SAAS) and document management solutions for small business owners. He provides real-world examples of small businesses who are using document management systems (digitizing and indexing paper source documents) to drive significant productivity improvements. Document management systems like Neat are offered as a service on the cloud at a price that is affordable for small business owners.

This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the How of Business with Henry Lopez and David Begin, the podcast that helps you start, run, and grow your small business.

0:13.0

And now, here are your hosts.

0:15.3

Welcome to this episode of The How of Business.

0:17.5

This is Henry Lopez, and my guest today is Kevin Miller.

0:20.5

Kevin, welcome to the show.

0:21.8

Thank you for having me. It's great to be on. Glad to have you. Kevin is with Neat Company. He joined

0:28.8

Neat Company earlier this year. We'll explain what Neat does. You may have heard of their scanning device.

0:34.8

A lot of us have as small business owners, but we'll get into that. He currently

0:38.6

serves as the chief marketing officer overseeing all of Neat's brands, marketing, and

0:45.2

revenue generation. Prior to joining Neat, Kevin was a co-founder and CMO at Sales Fusion, which was a SaaS marketing automation solution for mid-market

0:57.9

companies. And SaaS, we'll get into a little bit about what that is, if you haven't heard

1:01.9

that term before, but it's software as a service, meaning that it's on the cloud. Kevin played

1:08.0

an integral role in building the brand at Sales Fusion and helped lead the company

1:13.4

from $0 to over $8 million in annual revenue. He has served in multiple marketing, sales,

1:21.0

and demand generation roles and was the principal of his own demand generation consulting

1:25.8

firm that helped SaaS companies develop

1:28.3

modern lead gen programs. As a veteran of the SaaS world, Kevin brings years of experience

1:34.3

in B2B marketing with a deep understanding of the marketing process, systems, and strategy

1:40.5

relative to growing a SaaS company, or a SaaS SaaS business rather. But in this episode,

1:46.2

we're going to get his input on SaaS systems. A lot of us as small business owners are a little

1:51.6

afraid sometimes or hesitant to use cloud-based solutions. So we'll talk about that for a moment.

1:57.6

But then we're going to do a deep dive on managing documents. It's what

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Henry Lopez, Levante Business Group, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Henry Lopez, Levante Business Group and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.