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Imagine turning casual event interactions into lifelong patient relationships.In this episode of the Ground Marketing Series, we dive into a complete, actionable framework for dentists eager to expand their practices. I unpack the art of pre-event planning, setting intentional goals, and constructing an irresistible activation kit. Drawing on wisdom from marketing legend Seth Godin, we learn that storytelling lies at the heart of effective marketing. We'll cover the essential roles within an event team— the magnet, the messenger, and the connector—each playing a crucial part in generating and nurturing potential patients.We'll discuss hands-on tips for booth presentation and interaction strategy. Learn how captivating signage and engaging team activities can drive your booth traffic through the roof! This episode brings to light the importance of crafting messages that avoid clichés and resonate with potential patients. Discover key metrics to gauge your event's success and develop an adaptable, scalable marketing system that ensures no opportunity slips through the cracks.What You'll Learn in This Episode:Strategic steps for effective pre-event planning for dental practices.The pivotal roles each team member plays in a successful marketing event.Techniques for creating engaging, memorable booth experiences.Essential do's and don'ts to maximize your event's impact.The art of immediate lead follow-up and team evaluation post-event.Insights into metrics and tools for tracking and optimizing marketing efforts.Get ready to transform community events into powerful marketing victories—tune in now!‍‍Learn More About the Ground Marketing Course Here:Website: https://thedentalmarketer.lpages.co/the-ground-marketing-course-open-enrollment/‍Sponsors:CareStack: Modern, Secure, Cloud-Based Dental Software for Growing Your Practice! With state-of-the-art features including Online Appointments, Integrated Payments, Text Reminders and more. Click the link here for a special offer: thedentalmarketer.lpages.co/carestackCallRail: Call tracking + AI that turns calls into campaigns that convert, quality patients, and cost savings. Start a free trial today! Don't forget to mention The Dental Marketer sent you!) callrail.comOryx: All-In-One Cloud-Based Dental Software Created by Dentists for Dentists. Patient engagement, clinical, and practice management software that helps your dental practice grow without compromise. Click or copy and paste the link here for a special offer! thedentalmarketer.lpages.co/oryx‍Other Mentions and Links:‍People:Seth Godin‍Groups:Chamber of CommerceRotary Club‍Tools:EventbriteGoogle FormsJotformMailchimpActiveCampaignGoogle SheetsAirtableCareStackCallRailOryx‍Businesses/Brands:Invisalign‍If you want your questions answered on Monday Morning Episodes, ask me on these platforms:My Newsletter: https://thedentalmarketer.lpages.co/newsletter/The Dental Marketer Society Facebook Group: https://www.facebook.com/groups/2031814726927041‍Episode Transcript (Auto-Generated - Please Excuse Errors) Michael: leveraging community events for maximum impact. This is gonna be the step by step guide to making an unforgettable impression. At local events and converting it into real growth. Now, community events aren't just about handing out freebies. They're a powerful system for relationship building, trust marketing, and establishing your practice as the go-to in the neighborhood.Seth Godin said, marketing is no longer about the stuff you make, but the stories you tell. But here's the kicker. To win at these events, you need more than a table and smiles. You need smart systems, a team with purpose and follow up that drives revenue. I cannot tell you how many times I've gone to events where I'm either just an attendee or I'm a vendor.it's almost like a pet peeve of mine where I see so many things going wrong. It feels like, oh man, this, employee who's hereis the wrong employee. You're doing the wrong things. You're just not feeling it. And you can see the mistakes.You can see almost the opportunities lost in every single minute almost,not just every single interaction, every single minute that they're there. So this episode. Definitely it's gonna be a, game changer for you because you're gonna realize a lot of things that maybe you've been doing wrong or a lot of things that you could be doing better.Now this is real data why this works. 43% of patients only visit the dentist once a year. 27% go twice a year. Events help turn rare visitors into loyal patients, okay? They see you, they talk to you, they engage with you, they interact with you. They're more likely to go with you. 59% of dental practices rely on front desk staff for marketing.Your team needs training to represent you well at community events, so it's not just like, Hey, let's all go out. The whole team has to go out. They need to be trained. 77% of patients prefer online booking, but only of practices offer it. So your event setup should promote real time scheduling.Don't let it get lost in the weeds where maybe you are booking people on the spot, maybe you have a specific software right, and you're booking them on the spot, on the iPad, and then you book them. And then you notice when you get back to the office, it's triple booked double book, and it's not cohesive.Don't lose people like that because I cannot tell you how bad it will be if you have to call that lead back and say, Hey, you know, the time you booked doesn't work. Can I put you in another time? First you gotta get them on the phone, try and find them, try and reach them, right? But you most likely will.And then from that point on, gotta convince them to, to change. So no email marketing, ROI is 44000%, It's huge. Capturing emails at events is high value. If you can capture phone numbers or even text them even better, right? So here's a step-by-step guide, step one. This is crucial pre-event planning.This is the foundation phase, so choose the right events 90 days in advance if possible. Easy breezy. How to do this. You look for events where your ideal patients already gather. You look at PTA meetings you hear word of mouth where they're going, they're doing.Farmer's markets, events in the Chamber of Commerce calendar and the rotary, club calendar, school health fairs. You just ask for events, right? A lot of apartment complexes have events, community center, senior homes. You can even use platforms like Eventbrite Facebook parent groups, Facebook groups in your community.And like I said, chamber of Commerce right now, here's a pro tip. If any of these events, you decide, Hey, I really want to go to them, try to attend first as a guest. Observe the crowd flow, the booth engagement and the vibe before you commit. And then you can go. A lot of the times in the ground marketing course, I teach you how to do this and how to actually get fantastic referrals and partnerships, but new patients without ever participating in an event.Meaning like without ever being a vendor, you're just there. But if you're like, oh my gosh, the booth engagement is fantastic, we gotta be here, we gotta support. Yeah, definitely continue to pursue that. Right now you wanna set clear measurable goals. So example targets. These are examples, right? I want to collect 75 emails or 75 contact information.I wanna book 15 appointments on the spot. On site, and I wanna generate 200 plus impressions in the community. That means 200 plus people know about us, we've handed out. Something specific to them, they know about us. And then now you wanna work backward from your goals. Reverse engineer. If your team can engage 20 people per hour, plan your booth design game, call to action accordingly.Okay? You wanna design it that way? It doesn't just happen that way. For example, let's just say it's a huge event and only one person's available and they're going, they're setting up, they're doing it all. They're at the booth, they're talking. right?You're not gonna get everything that you want. You're not gonna get 200 email contacts or contact information or 200 leads because it's just one person. So you gotta, adjust accordingly. Now, you wanna design portable activation kit. The whole system for this, the actual layout, pictures and everything is in the ground marketing course.Like I'm gonna tell you right now, you don't need flash. You need systems that trigger interaction and capture data. That's it. I've never been too over the top or over fancy with it. I've seen a ton of boots like that, and that's great. That's fantastic. But in this episode, you're gonna hear what's most important and what you need to invest more in on than being off lash right now.What you're gonna want in this portable activation kit is branded tablecloth and banners. With your logo, maybe a game if you like, right? Like a spin to win or a Plinko board. IPads with intake forms, It can have Google forms or jot forms or a signup sheet. I still do the signup sheet, but it's up to you, You can have the iPads with linked to your practice management software. I know Cares Stack and orx do it fantastically. Great booking portals on there. Then obviously lead magnets, right? Pre kids, dental, emergency guides, or all the freebies you want to give out that are in there, hygiene kits, information flyers, things like that.So that's step one. Okay? The pre-event planning Phase A, you're gonna choose the right events 90 days in advance, if possible, or just in advance, right? You don't wanna go on the calendar and say, oh, snap, there's an event tomorrow, let's make it happen. No. Take time to plan ahead. B, set clear and measurable goals crucial.Have to have measurable goals. Never once did I go out and say, let's just see how many people we sign up. No, in the moment, you're gonna be like, oh, you know what? This is not that good, or whatever. You're gonna get in your head and you're gonna just sign up. Five people. You gotta have clear, measurable goals and say, okay, you know what?From here we're gonna do 75, and that means you're gonna put in the work to get those 70 fives while you're there. Right? Be set. Clear measurable goals. See design a portable activation kit, like I told you, cable tablecloth, banners, maybe a chair if you like. spin the wheel, whatever freebies you wanna give out, and something to sign up people on.Okay, step two is the booth strategy. So make it magnetic. This step is all about stopping people in their tracks. Creating a magnetizing presence and turning curiosity into conversations. Most booths are background noise. Yours should be the events gravitational center. So what you wanna have is a solve a local pain point with words that actually work.I'm gonna give you three examples of what not to say anywhere in the booth. Hey, we're accepting new patients. No. That's so long ago. Don't ever use that again. Two, come get a free toothbrush. Nope, throw that out. Three. General and cosmetic dentistry. Throw that out. These are vague, they're overused, and they don't spark emotional or practical urgency.You want to craft micro messages that solve actual local problems. For example, could be a pediatric practice. You can say. Somewhere in the booth, right? Struggling to get your kids to the dentist without a meltdown. Ask about our no tears visits. Why this works. It uses parents' pain point tantrums, and stress.It includes emotional relief. So no tears. And it's specific. It's not generic. Here's a cosmetic example. Want to boost your confidence before your next big event. Ask about our mini smile makeovers. Same pain points that attacks the next one. Busy parent example, no time for dental appointments. Ask how we get families in and out under an hour.Boom, ate and insurance neighborhood example. Confused about your insurance. We simplify it and yes, we take yours. Boom. This one right here, members have used, I got this one from members. Fantastic. I'm gonna say it again, confused about your insurance question mark. We simplify it and yes, we take yours and the exclamation point that one does fantastic.And you can have like a sandwich board in front of your booth and have that on there, right? These examples, these sayings. Now pro tip, print your core message in large text or on your banner, right? And have every team member memorize and repeat it naturally. So have these banners with these messages on there as well.But like, what I like to do is to have a sandwich board, right? Just in case it changes up. I don't have to get a new banner for every little thing. Now that was a right. A, is solve a local pain point with words that actually work. B. Grab attention within three seconds. Why? Well, The average event goer decides in under three seconds whether or not to approach your booth.So you must stack the deck in your favor with visuals. Motion, sound and simplicity. Use a high visibility game, right? Why? ' cause movement plus potential reward equals attention. Examples are spin the wheel, right? Each wedge is a prize. Maybe free whitening, something specific In one of our live ground marketing workshops that we had this past month in March, 2025. We dove deep on incentives. So if you're a member of the ground marketing course, definitely go check that out. But that is gonna be an episode for later on. In the ground marketing series.Now you can discuss the incentives with your team. See what you want to give best Plinko board, right? It's nostalgic, it's fun and easy to brand with dental punts. you can do a mini basketball hoop or ring toss. These are especially effective for family events and kid heavy areas. Now the signage above the game should read the incentive.The incentive only, Not all these instructions, not the name of your practice and everything you do. No, just win free whitening, spin and win. Everyone gets something. Play for a free gift, right? That's it. That's all it should say. Important point here is to display what prizes are available.are drawn to visible rewards. Keep them attractive, but within budget. Whitening, goody bags, water bottles, gift cards, whatever you decide as an incentive, have that out on display. Have standing team members outside of the booth avoid the mistake of sitting behind the table. Always. Instead, place the magnet.A few steps in front of your booth. Now I know what you're thinking. What is the magnet? We're gonna discuss that a little bit further down. On the roles of who they are. But the magnet is someone, it's a person you wanna put them out and about, right? Train them to use eye contact, hand gestures toward the game prizes, and an enthusiastic opener.Something like this. Hey there. Hey, grab whatever you want. It's all free. The one that works the best, the one that I always use hands down, never fails is, Hey, grab whatever you want. It's all free, and that's it. I just stay quiet after that, and then they come and then boom.The further out a person stands without blocking walkways, the more psychological welcome they create. That's a pro tip. You can use t-shirts with a hook as well. These are walking, talking billboards. Don't just put your logo, use a question or statement that invites curiosity. Here are examples that you can use to put on your t-shirts.Ask me how we make kids love the dentist. Ask me about free whitening Fridays. I can get you out of pain fast. Your smile deserves this. Those are examples, right? Or like I said, you can do the Medicaid example one. And yes, we do take yours, right kind of a thing with insurance. So assign different shirt slogans to different roles.There's gonna be three specific roles, and we'll discuss that in a little laterin this episode. Now the three second layering formula to ensure people engage with your booth within three seconds. This is it. There's a visual element, and then I'm gonna discuss the purpose. So the visual element, bold banner, purpose.Communicates core offer or pain point. Visual element. Motion game purpose creates eye catching interaction. Visual element, a friendly greeter. Purpose builds trust, initiates engagement, visual element, branded t-shirts. Purpose reinforces message and makes team approachable. Visual element giveaways displayed purpose creates curiosity and visual incentive.Now, the common mistakes to avoid is too much text on signage. Keep it short. Five to seven words max per message. That's including the sandwich board. Passive team members who wait for people to approach. Oh my goodness. This is, I had a. Dime for every time I saw this, this is a humongous mistake.Passive team members who wait for people to approach do not be that person. Do not have anybody like that on the events. Okay? Third, boring swag. Ditch the basic stuff sometimes unless it's branded and bundle it with a compelling offer, right? But remember, whenever it's at a booth, you want it all.Decompartmentalize. You don't want everything in a baggie. Convenience is not the name of the game When you're at an event, the name of the game is for them to come and chat and sign up, That's what you want them to do. You don't want them to just grab a little baggie and go and say thank you and buy.You want them to be there and shop around, talk, and then finally over cluttered tables with no clear flow. So you don't want it to be over cluttered. You want to have a system in your table. In the ground marketing course, I show you exactly how to do that with just a regular hygiene kit.I don't do anything over the top or too flashy. Now, there's been many, many great examples of this, but I'm gonna give you an example of a member of ours. It was at a local PTA carnival. It was a pediatric dental office, and they use a spin to win, no cavity club prize wheel. T-shirts said, no meltdowns, no tears.Just smiles. And a team member who shouted, You wanna win something your kids will actually love? That's all they said. Hey, win something your kids are actually gonna love. Come on in. Come on in. They collected 112 contact information, so point of contacts, 112, booked 27 appointments immediately, and had a 74% show rate over the next two weeks.All from one. Afternoon. That's just one afternoon. That's amazing. So that's what you wanna do when it comes to be right. Grab attention within three seconds. Now here's the key C rolls and flow. This is the, that you're gonna have for the events. It's your triple threat event team. So instead of calling everyone helpers, give them roles with clear purpose.The first role is The magnet. Where are they gonna be? Right outside of the booth. Right next to the booth. They're just not really standing right behind the booth the whole time. They could once in a while, but they're outside of the booth and their role. Is just to say hi to everyone in the most bubbly way.Attract and invite foot traffic, right? Their script. Get ready for this. If you can write this down, it's, Hey, grab whatever you want. It's all free. And that's it. That is their script. the work that they're gonna have to do honestly is hold themselves back from saying too much. Because that can kill the curiosity of the event goer.All you wanna say is, Hey, and then wave your hand, right? Like If you can see, if you're watching this on YouTube, you can see me wave my hand. Hey, grab whatever you want. It's all free. And then point to everything that's free at the booth that's it. Have them draw closer to be like well, what's all for you?What is all you're not gonna answer? That they're gonna answer that themselves with their eyes and when they go to the booth. So that's it. That is the script. Hey, Grab whatever you want. Come on over here. It's all free. Don't, oh, and the toothbrush is free. And then the floss is, no, don't do any of that.Just say it's all free. And then have them come over. That's it. And you get the next person. The next person. Right Now the next role, the next person. Your team is the messenger. They are inside the booth. Okay. I like to say that instead of behind, but they're inside the booth. Their role is to have these conversations, answer questions.If somebody's in there, like opening their mouth and saying, why do I have sensitivity here? Can you see? And then they're engaging, their role is signing people up. Also, the magnet could be signing people up too. Just in case it gets too busy. That's why I say they're outside of the booth sometimes.But if they see that the booth is popping and it's packed, now the magnet has to go behind the booth and sign people up while the other person is talking to everyone else, right? They're engaging with the person. So the magnet kind of has two roles. They have to have their eyes on that booth.Now the messenger, their role is to educate, answer questions and point visitors to sign up. Hey, yeah. what we're doing this month is we're signing up everyone, blah, blah, blah, blah, blah, right? This month we decided to partner up with this business, and what everybody's doing is they're giving us their name and number, and I personally will give you a call.What's your name? And then you continue to sign them up. That's the messenger's role. They're behind the booth. Honestly, everybody in your team should probably never be sitting down, even, even in a lull, right? they're standing, they're engaging, they're doing things.So that's the messenger. Remember now you have the magnet. They're outside of the booth. The messenger is inside of the booth, and now you have the third team member. The connector, okay. Their role, they are walking around the event to the vendors, to the other vendors. Their role is to build relationship with the vendors, the organizers, the schools, the small business owners, every other booth there.And the people who are in charge of the event. Their role is to get their business information to sign people up on the spot. 'cause remember those people the, at the booth, the vendors at that booth, they're most likely not walking around. You have someone walking around, you have someone signing them up.You have someone collecting their business information, building rapport so that tomorrow you can go to their place of business and get the rest of the employees to sign up, maybe do a lunch and learn, maybe have some type of collaboration or program that you can do just for them. That's your role. Okay.The connector's role is to go out to the vendors and sign up the vendors. 'cause most likely they're not your patients, so they can come on it. And then you're collecting their business information so you can go to their place of business and execute more strategies, ground marketing strategies, and build great partnerships with those businesses.So there's three, right? The magnet just outside of the booth. The messenger, they're inside of the booth and the connector, they're walking around. Creating partnerships with the other vendors and the organizers. Got it. Awesome. So then step three is you're gonna offer a design from freebie to the front door.So your goal is not just to give things away, it's to trigger interest, build reciprocity, and create momentum that gets people to book, show up and become long-term patients. This step turns the booth from a passive branding tool into an active patient convergence system. So a, you want to create a compelling ethical incentive.Forget free cleanings, right? It's overdone, undervalued, and invite slow commitment window shoppers. Instead, craft layer tiered offers that feel exclusive and valuable requires something in return. And reinforce the long-term value of your practice. Now, I'm gonna give you an example. This is for adults.The offer could say, Hey free first Invisalign session and take home whitening kits, Or you can say Free smile consultation. Plus take home whitening kits. Then you can put on the bottom. It includes examine x-rays, custom smile assessment and a whitening kit must attend appointment rate and then continue why it works.Whining is seen as a cosmetic bonus, not a fix. It also positions your practice as cosmetic forward and modern, and it's easy to tie in with Invisalign or SMILE design conversations for kids. Your offer can say, join our no cavity club. The entry into your monthly, quarterly raffle prizes, could be like toys, ice cream, gift cards, electric toothbrushes, right?So that's part of the no cavity club. You always get prizes and then you also get free dental prize bags, right? Branded floss stickers and cool kids swag, all that other stuff. So your enter to win in a raffle all the time if you're part of the No cavity club, to win a huge prize. And then you're also, get, you know, like hygiene kits.But. Rebrand it, call it something different. That way it feels more exclusive and it works because parents love recognition programs for kids. It adds community and reward structure and it gets families emotionally invested, inre care and return visits. A pro tip for this is display a poster at your booth with last month's winner and a real kid photos with permission of course, that always works when you actually have proof, right? Hey, this is the last month's winner. Especially if it's a community event. People will, Hey, I know that kid goes to, he's my best friend, right? Or all these things, they'll feel more inclined or families. You can offer a smile makeover giveaway.One entry per household. One winner gets a full consult with digital smile design and bonus prizes for all entries, right? Small gift bags. Et cetera. Right? And it works because it's aspirational. People love the idea of a transformation. You collected dozens or hundreds of leads and create cross selling into whitening, ortho, and cosmetic options whenever you do a raffle.Real quick, I wanna mention something. Don't ever have just one winner. Everyone should win something, right? So always plan that you want people to come in. Not just give you a bunch of names and numbers and say, oh man, they all wanted to win, but they didn't make everybody a winner. Now with, visuals, the offer type and the suggested sign copy, this is how it should stay on your booth, right?So let's just say you're offering whitening. You should say, Hey, free whitening with your first visit. Ask us how. The no cavity club kids can win big. Join the No cavity Club today, right? Smile makeover. Want a new smile? Enter our makeover giveaway. Make these signs bold, easy to scan in under eight words, right?Don't make it too wordy. You can add scarcity and urgency. Even the best. Offer false flat without psychological triggers, scarcity and urgency. Create fomo, which drives people to act now instead of later. So you can have a whiteboard or a flip chart at the booth nine Invisalign spots remaining.13 whitening kits left today. You can even have a countdown timer on an iPad screen and say, next free whitening session giveaway is in five minutes. Right? People will, wait at your booth until they can be the first one to do it. If you do catch them waiting to be the first one to do it, make them feel like a VIP and say, Hey, you know what?You ain't even gotta wait. I got you in right now. Are you gonna be available Monday? I'll even put you on the schedule immediately. Boom. You'll make them feel special, important, and they're gonna show up no matter what. And you can also have a physical prize board, right? Cross out slots as people win or book, right?Oh, we only have 12, 10, 11, 13. And verbally, you can yell out, you know, we only have 10 whitening kids left, so grab one while they last. The smile makeover drawing closes in two hours and turn out to be included. We only block five Invisalign day specials each month. You want one right. And it works because it makes them feel exclusive. Not everyone gets this. You're one of the few. It's simple. It's super easy. It takes 30 seconds to sign up and scarcity, only a few left. Once they're gone, they're gone. And you got one. This trifecta bypasses analysis paralysis and motivates decision making on the spot, even from skeptical attendees.So that's gonna be fantastic to utilize. Now, here's the key. Mainly one thing post event follow up. This is where the ROI is made. This is one of the final steps, you wanna segment and nurture leads within 48 hours. So sort your context right from hot. Those are the ones that are booked or very interested to warm.They were curious or maybe they weren't committed and then cold. They just entered a raffle. Now tools you can use is,a lot of our members use Cares Stack or orx or their practice management software right, to see the appointment follow up. You can definitely use that. I know Cares Stack and Orxsponsor the podcast. So if you ever needed a couple months for free to utilize them, definitely go in the show notes below. It's not gonna be in the first link in the show notes below, but scroll a little bit down you can click on their deals that they have for you if you are interested in.Cloud practice management software, an all in one cloud practice management software that a lot of our members utilize that they can just put on their iPad and then they can schedule on the spot. So it's pretty fantastic. You can also use MailChimp or, an email system, like Active Campaign or anything like that.You want to use these tools to know, okay these, are booked appointments. Cool. Awesome. And then these were other people that just entered for a raffle and they're cold. Or maybe they're warm and you wanna retarget. So post event recap, right? Maybe you're saying We met 150 plus amazing families this weekend.If we missed you, our event special is still Available. Click below to book. You want to do that? Send it out to your actual cold leads and maybe even send it out to some of the patients you haven't seen in a while that you know, they're in their community because this will make them curious.See what it is, what are they doing? Oh man. What was the special that was happening at the event? Oh, cool. They're participating at the community. So now you're not just targeting, the people who were at the event. You're also targeting people who you haven't seen in a while. So definitely do that, and then you can use the same photos and text or emails so they recognize your team and so forth.Now, for hot leads, call within 48 to 72 hours. I mean, As quick as possible. Offer a warm, friendly touchpoint and a clear call to book if they haven't booked yet. So that means if they signed up, they put their name, number, and you said, I will personally give you a call to get you on the schedule this week.now's the time to call them. Be warm, friendly, and then get to the point. Just give them options. Don't say when are you available? No. Give them options one to two that they can schedule. Now, step five. Here's the big major part you wanna measure and optimize. This is gonna to be everything for you.This is the difference between a random act of marketing and a repeatable system that builds wealth. Community events are only profitable if you can measure exactly what you gain from them. Identify what's working and scale it and eliminate what's not, and save time, energy, and money. track these metrics.Every time without exception, you need to quantify both the top of funnel, that means leads and engagement, and the bottom of funnel appointments and production. Here's what to track. Okay? Leads collected. So total number of new contacts. Who gave you permission to follow up? That means emails, phones, or booked Both Total and source. So if they were booked at the event, track it. If they were warm, they gave you the info, track it. If they were only raffles, track it. Like I said, you can use Cares Stack or Orx their forms that you can use directly on iPads or if you want, you can sync Google Forms to your CRM, right?But tag the event source. So these leads are trackable in future campaigns as well. So that's number one. Leads collected, track it, two appointments booked. Number of appointments scheduled on the day and within the following seven days. So breakdown by onsite bookings, maybe let's just say it was 20 post event bookings via email or text message.And then you wanna track the show rates. Why this matters. This is your true conversion rate. Don't just measure interest. Measure action. Like I tell you before, your practice management software, they may let you segment by source and measure, show rate versus no shows and then revenue generated.Now this is within 60 days total treatment, accepted and paid from patients who came from the event. You don't want to wait six months to evaluate ROI look at hygiene visits, emergency treatment, accepted whitening, or ortho starts, and follow up family bookings. Set up event lead as a referral source in your practice management software, and then run a report after 60 days with that filter.Right now, cost per lead, the formula is total event costs, plus number of quality leads. So example is, let's just say the booth fee was $400. Materials is $300, the total 700, but leads collected was 105. Cost per leads are $6 and 67 cents.Why this matters? It helps you compare this event's efficiency against others. Other things as marketing such as ads, mailers, et cetera. Sometimes you don't have to, majority of the time, I wanna say at least like 80 something percent, you don't have to pay for a boothymaterials, you're gonna get them anyways to hygiene kit in the ground marketing course.I show you exactly how to do all of this just with hygiene kits. Your cost is super low. What I just said right now, the example the booth V $400 materials 300, that's a lot higher. That's a lot higher than I've, ever really done. But we're taking it there because I want you to see the potential.five is return on investment, right? So the formula for the ROI is revenue minus cost. Divided by cost. So the example is revenue generated is $4,000. The cost was $700, like the example we said. So 4,000 minus 700 divided by 700 equals 4.7. So 470% was the ROI. Now this matters because you'll know exactly which events to repeat, which to drop, and which to scale with confidence.Not every event is gonna be a banger. Some events are gonna be like, okay, you know what? We did get a good amount. It's good to, for us to continue that, you know, every quarter and some events are gonna say, oh my gosh, we have to do more. We have to invest more. And that, that we've gotten an incredible amount.Let's back them up. Let's see if we can create our own event with them. And then some events are absolutely fantastic, but they only host 'em once a year, right? Like employee benefits fairs or school events and things like that. But at least you know it's fantastic.The ROI is great and you're locked in for years and years to come. Tool options, right? You can collect these leads with an iPad, Google Forms or Cares Stack, right? Appointment tracking, like I said, you can use. Your practice management software, if you're looking for a new one, like I said, cares Stack and nor sponsors our podcast.So definitely check them out. You get an exclusive discount, and you can check 'em out for free too. Revenue by Source. You want to collect reports right on your practice management software, the metric ROI tracking. You wanna use custom Google Sheets or Airtable or just a way to collect the ROI and then dashboards.You wanna have insights so you can do that with. Your practice management software. I know if you have Cares Stack, I think it's smartview. And then orx is Orx Insights. But you can utilize whatever practice management software you want to utilize,something that will help fantastically with the leads collected appointments booked, the revenue generated.An easy way to track this you can use a software called CallRail. their new sponsor for the podcast. And they're fantastic at what they do. So for example, they have call tracking conversation intelligence. So they transcribe all your calls. And something I think is cool is they convert assist, so they convert leads with AI powered next steps.Coaching and follow up messages. So they'll literally highlight, okay, they were looking for this is a trend we see that all the leads want in the community. Or maybe my tone wasn't the best or what I said, I fumbled here a little bit too much. And that's what caused them to be disengaged in the conversation on the phone or whatever.Right? But primarily they track. lot of great things. So I would definitely use them when you can, not only to figure out how many leads are coming in, where they're coming in from, if they booked appointments, but at the same time see the conversation, see the trends and so forth. And then on top of that, you know, you can track everything else.So if you want, you can check them out for 14 days for free. So what I would do is on your next event that you have coming up, enroll for the 14 days for free. Then after that in your debriefing meeting, okay, let's look at the hot leads, look at all the data generated from Call rail and see where you guys are.if there's any cracks leaking, where you can glue them when it comes to answering the phones converting them, getting them in the practice and so forth. And how many leads came in. I mean, Call role makes it super easy. But definitely I'm gonna put a link in the show notes below if you wanna.Check them out. They help with everything like that, with ROI, tracking, appointment, tracking leads, collection, even improving your front office skills and phones, right? So, Yeah, I do that. Check out CallRail or if you want, you can use Google Sheets or whatever practice management software, system you have, and try to, you know, maneuver it that way.and the key is to debrief after every event. So within 24 to 48 hours of the event, gather your team for a 15 to 30 minute huddle.This is where all the magic happens. This locks in wins, identifies flops and builds your repeatable event engine. Ask these seven questions. What worked extremely well? Not what worked. What worked extremely well? Scripts, offers, games. What got the most attention? Did the magnet, the messenger, the connector shine?Who shined the most? what worked extremely well? Question number two is what flopped or fell flat? Was there a prize that wasn't exciting enough? Did anyone get confused about the offers? Three. Did people understand our messaging immediately or did we need to explain things over and over?Four? Was there any downtime? Track the busy times or slow times, right? For future booth placements, sometimes it's a popping event. Where you decided to set up is not popping. It's not that good. It's in a dead spot of the event. So that's something to keep in mind. Was there any downtime? Five. What questions came up repeatedly from attendees?This reveals content gaps you can fix with signage or handouts. Six. Did any tech or process slow us down? iPad glitches. QR codes didn't load. You know, you wanna fix that immediately. And then seven, how did each team member feel in their role? That's probably one of the most important because they're gonna be your main ones, right?For this whole thing to be successful. So they have to feel super comfortable. And then you wanna build a post event template and you can use a format. Now we do have this format in the ground marketing course. It's for all our members. So if you're remember and you're listening, definitely go check out that format.Download the post event template so you can use it, utilize it all the time. And go from there. If you're not part of the ground marketing course, definitely enroll. I'd love to see you in there. You can go in the show notes below. It's the first link in the show notes below, and you can check out everything that's inside of the course and we continue to add to it all the time.But you wanna continue to do this, track it. Do a post event huddle, repeatable growth engine. That's what this is gonna be. Once you do this three to four times, you'll have a playbook of top performing offers. You'll have a refined booth strategy and a trained team that knows how to execute without micromanagement, and most importantly, you'll have a predictable new patient system.Awesome. So if you have. Any questions or concerns, please feel free to reach out to me on this. But the best way to reach out to me, especially with ground marketing, is being a member of the Ground Marketing course. You can go in the show notes below, click on the first link in the show notes below to check out more, and roll into the course and see everything we have to offer you.And thank you so much for tuning in. I'm excited to see you in the course. And for the next episode. It's ground marketing at schools. What you need to know, we're gonna discuss how to approach schools and offer value to teachers and parents. Alright, thank you so much for tuning in.We'll talk to you in the next episode.

In this episode, I'm joined by Hamlet Azarian, a seasoned marketing executive with over 20 years of experience in scaling early-stage startups from ideation to success. Hamlet breaks down his data-driven approach to marketing, emphasizing the importance of multivariate testing, customer personas, and psychographics to deeply understand user needs. We discuss actionable strategies, such as rapid testing of ideas through prototypes and landing pages, and leveraging tools like Hotjar and CallRail to optimize customer engagement. Hamlet also highlights the power of focusing on progress over perfection and shares insights from his journey of building an agency with a mission to educate and empower future marketers. Whether you're a creative professional, an entrepreneur, or simply curious about growth marketing, this episode is packed with insights to help you take your ideas to the next level.Timestamps:(00:00) - Introduction to Hamlet Azarian(01:30) - Early-stage startup dynamics(03:00) - Example: Scaling Camino Financial(08:00) - Multivariate testing and audience targeting(15:00) - Understanding customer personas and psychographics(25:00) - Building marketing strategies through interviews(32:50) - Optimizing landing pages and pre-launch campaigns(38:20) - Growth mindset and startup culture(50:30) - Tools and tech stack for data-driven marketing(54:00) - Closing thoughts and action stepsCheck out today's guest, Hamlet Azarian:Hamlet's LinkedIn: https://www.linkedin.com/in/hamletazarianAzarian Growth Agency's Website: https://azariangrowthagency.com/Hamlet's Website: https://hamletazarian.com/Check out The Futur:Website: https://www.thefutur.com/Courses: https://www.thefutur.com/shopLinkedin: https://www.linkedin.com/company/the-futur/Podcasts: https://thefutur.com/podcastInstagram: https://www.instagram.com/thefuturishere/Facebook: https://www.facebook.com/theFuturisHere/Twitter: https://x.com/thefuturishereTikTok: https://www.tiktok.com/@thefuturishereYoutube:https://www.youtube.com/thefuturishereCheck out Chris Do:Website: https://zaap.bio/thechrisdoLinkedIn:https://www.linkedin.com/in/thechrisdo/Facebook:https://www.facebook.com/BizOfDesignInstagram:https://www.instagram.com/thechrisdo/Twitter:

In this episode of OnBase, host Chris Moody sits down with Craig Chiofalo to explore what it truly takes to build and lead a world-class support engineering organization. Craig pulls back the curtain on the operational strategies and tech stack powering Demandbase's award-winning team—including how tools like Salesforce Einstein and SupportLogic are transforming their approach to proactive support. He also shares lessons on hiring for excellence, scaling impact without ballooning headcount, and why deep, daily collaboration across product, engineering, and customer success is the cornerstone of lasting success.Key takeawaysRight Team, Right Tech: Hiring the right talent, enabling them with strong onboarding and internal tools, and layering in AI-driven technologies can drive exponential impact without scaling the team linearly.Cross-Functional Collaboration Is Everything: Craig attributes much of the team's success to deep integration with product, engineering, and customer success—teams that work together daily to elevate the customer experience.Award-Winning Process Maturity: From rewritten job descriptions to internal training certifications and advanced sentiment monitoring, Craig's team has refined its approach year after year to earn industry recognition.Operationalized AI: AI tools like SupportLogic and Salesforce Einstein are leveraged not just for efficiency, but for better sentiment analysis, proactive support, and smarter data insights.Measure What Matters: In addition to SLAs, Craig's team emphasizes customer satisfaction and effort scores—tracking detailed metrics while staying focused on proactive issue resolution.QuotesOn Team Excellence“This team is phenomenal—not just individually, but in how they collaborate. That synergy is the catalyst behind everything we've achieved.”On Leveraging AI Thoughtfully“AI should be seen as an assistant. It's like a dishwasher—you still load it and unload it, but it saves time and effort on repetitive tasks.”(04:00): How Craig rewrote job descriptions and created testing processes to hire and retain top-tier talent.(09:00): A deep dive into Salesforce Service Cloud, SupportLogic, and the internal troubleshooting app that dramatically reduces time to resolution.(14:00): How the team uses data and proactive alerts to prevent fires before they happen.(18:00): Craig's thoughtful breakdown of AI as a productivity enhancer, not a replacement.Tech RecommendationsSalesforce Service Cloud + Einstein: A central support platform now enhanced with AI capabilities for smarter case handling.SupportLogic: Real-time sentiment analysis and escalation prediction across customer interactions.Resource RecommendationsNewsletter:MIT Technology Review – AI-focused and practicalHarvard Business Review – Daily updates on leadership and strategyMcKinsey – Insightful newsletters with AI-related contentShout-outsUmberto Milletti, Chief R&D Officer at DemandbaseAngelle Stromeyer, RVP Customer Success at DemandbaseErika Setla, Sr. Director, CX Strategy & Ops at DemandbaseAbout the GuestCraig Chiofalo is a customer-focused leader with over 20 years of experience directing customer support, service, and success teams across SMB to enterprise clients. Currently Vice President of Support Engineering at Demandbase, Craig leads a Stevie Award–winning team recognized for delivering outstanding customer service. He brings a proven track record of building high-performing, collaborative teams that exceed goals, with a leadership style rooted in fairness, energy, and a deep passion for technology.Craig has held key roles at IBM, Silverpop, CallRail, Calendly, and Salsify, often joining during critical growth phases to scale operations, implement smart automation, and drive cross-functional alignment. His expertise spans platforms like Salesforce, Zendesk, Jira, Confluence, and SQL—always with a hands-on, data-informed approach to delivering exceptional customer outcomes.

If you're spending money on marketing but have no clear way to track what's actually bringing in new patients, you're not alone. The good news? There's a way to fix that. In today's episode, we're talking about one of the most overlooked yet powerful tools in marketing: call tracking. If you're not tracking your calls, you could be wasting thousands on campaigns that aren't delivering results. That's why I invited Nick Jascomb, Sales Manager at CallRail, to break down how dentists can easily track and optimize their marketing efforts. Nick has spent nearly six years helping businesses get smarter about their marketing strategies with real data, AI-driven insights, and call tracking that actually works. In this conversation, we cover: Why most dentists aren't tracking their marketing correctly—and how to fix it. How CallRail helps dental practices know exactly where new patients are coming from. AI's growing role in patient communication and marketing optimization. The #1 mistake practices make with call tracking (and how to avoid it!).

Paul Jamison chats with Anna and Corey Halstead of Halstead Media about how landscaping businesses can improve their marketing and track results using tools like CallRail. They break down smart strategies to attract more customers, measure ROI, and stop wasting ad dollars. If you want your marketing to work as hard as you do, this episode is a must-listen! Connect with Paul: Click Here Upcoming Events: Lawn Care Life Conference: Get Your Tickets Here Save 50% off Equip Exposition Tickets Paul's Recommended Professionals: Horizon360 - Contractor Business Software Get a Professional Website - Footbridge Media The Landscaping Bookkeeper Call Rail Paul's Books: How to Build a Thriving Lawn Care Business Cut That Grass and Make That Cash Paul's Business Building Resources: Price Increase Letter Template Contract Templates Know Your Numbers

Gaze into the depths with Gyi and Conrad, so you, too, can be prepared for the legal marketing days to come. This one's all about the future, folks!  ----- Well, and the past. First, an in-depth retrospective on whether Gyi and Conrad's 2024 predictions showed true seer potential (or phony-baloney tendencies). Then, the guys turn a preternatural eye to what lies ahead. What mystically foretold trends will dominate the legal and marketing landscapes of 2025? From super-spammer AI avatars to, of course, another Michigan win—Gyi and Conrad can see it all.  The News: Happy New Year from the Googly Googs. They kicked off 2025 with an infestation of Google Business Profile bugs. Yaaay.  A Cautionary Tale: Deceptive marketing tactics could seriously come back to bite you in the you-know-where - “Strong Arm” Frank Azar wins $1.55 million in Google keyword lawsuit against Alabama law firm LHLM was selected by Feedspot as one of the 30 Best Legal Marketing Podcasts You Must Follow in 2025! Thanks, we think. Gyi's GBP got suspended—again. ChatGPT for clients: MJ Morley shared that 3 out of 7 consults found her firm through ChatGPT – fascinating stuff! New CallRail launch – CallRail broadens attribution capabilities to include AI-powered search engines  Is the truth about to get even muddier? Meta backs away from fact checking in the U.S. : NPR    Suggested LHLM Episodes: Conrad's Crystal Ball: The Re-Re-Return — Sponsored by CallRail  Connect: The Bite - Lunch Hour Legal Marketing Newsletter! Leave Us an Apple Review  Lunch Hour Legal Marketing on YouTube  Lunch Hour Legal Marketing on TikTok Chapters (Times Approximate) (0:00) Hail to the Victors (2:05) Google, Lying Lawyers, ChatGPT, and Meta all in the News! (13:47) 2024 Predictions in Review (24:45) 2025 Lawyer Marketing Prognostications

Gaze into the depths with Gyi and Conrad, so you, too, can be prepared for the legal marketing days to come. This one's all about the future, folks!  ----- Well, and the past. First, an in-depth retrospective on whether Gyi and Conrad's 2024 predictions showed true seer potential (or phony-baloney tendencies). Then, the guys turn a preternatural eye to what lies ahead. What mystically foretold trends will dominate the legal and marketing landscapes of 2025? From super-spammer AI avatars to, of course, another Michigan win—Gyi and Conrad can see it all.  The News: Happy New Year from the Googly Googs. They kicked off 2025 with an infestation of Google Business Profile bugs. Yaaay.  A Cautionary Tale: Deceptive marketing tactics could seriously come back to bite you in the you-know-where - “Strong Arm” Frank Azar wins $1.55 million in Google keyword lawsuit against Alabama law firm LHLM was selected by Feedspot as one of the 30 Best Legal Marketing Podcasts You Must Follow in 2025! Thanks, we think. Gyi's GBP got suspended—again. ChatGPT for clients: MJ Morley shared that 3 out of 7 consults found her firm through ChatGPT – fascinating stuff! New CallRail launch – CallRail broadens attribution capabilities to include AI-powered search engines  Is the truth about to get even muddier? Meta backs away from fact checking in the U.S. : NPR    Suggested LHLM Episodes: Conrad's Crystal Ball: The Re-Re-Return — Sponsored by CallRail  Connect: The Bite - Lunch Hour Legal Marketing Newsletter! Leave Us an Apple Review  Lunch Hour Legal Marketing on YouTube  Lunch Hour Legal Marketing on TikTok Chapters (Times Approximate) (0:00) Hail to the Victors (2:05) Google, Lying Lawyers, ChatGPT, and Meta all in the News! (13:47) 2024 Predictions in Review (24:45) 2025 Lawyer Marketing Prognostications Learn more about your ad choices. Visit megaphone.fm/adchoices

WARNING - tough questions to follow! How much money do spend monthly to grow? Is it delivering 5X ROI consistently? Some know. Some don't. Some burn through marketing companies hoping for a win - some already have the right company and miss it internally on the phones. But if you don't measure it - you're just guessing - and you can't improve it. Join Pamela, David and Nick Jasacomb of CallRail & get a free trial to find out if what you're doing - or want to do is or can deliver. The episode is published in partnership with CallRail!

Intrigue! Drama! Suspense! Our victim, Paul Robinson Law, gets put through the wringer again with an after-hours secret shopper call plotted by Gyi and Conrad.  ----- Before you get too delighted at the thought of hearing about the missteps of a fellow firm, remember—if you haven't taken the time to fully engage with training and testing your in-house or third-party reception, your client intake might be dead in the water. So, did Paul's firm successfully escalate the undercover shopper's legal need? Gyi and Conrad analyze the experience and break down its good and bad elements to showcase how proper intake training, scripting, coaching, and emotional connection can foster a superior customer experience that will win you more clients. The News: Digital marketing luminaries Rand Fishkin and Greg Sterling have insights you need right now! Rand - The SEO opportunity pie shrinking and more insights and Greg - 300 Million Queries, Old Google, Cyber Week, Location Data Is Like Ground Beef Bluesky is really on the uptick. With 24 million users, a burgeoning SEO Community, and all your favorite legal tech peeps, is it the new place to be? - Amid X X-odus, Nothing But Bluesky from Now On | LawSites We're getting used to disappointment - A Week Overdue, Google November 2024 Core Update Still Causing Volatility The TLTF Summit has wrapped up for this year, but keep an eye out for next year's event for a chance to rub elbows with the best and brightest in legal tech. Thank you, loyal listeners! Spotify Wrapped showed stats that just make us uber grateful for you all.    Also, the dirty, underhanded, belly of the internet turned on Gyi and Conrad in the form of Google Business Profile suspensions on the SAME day. Coincidence? They think not. But, that's it for today—let's hash all that out in the next episode.  Other Episodes in the Paul Robinson Trilogy: Lawyer Website Roasted  Ring, Ring! What to Expect When You Call Up a Marketing Agency   Connect: The Bite - Lunch Hour Legal Marketing Newsletter! Leave Us an Apple Review  Lunch Hour Legal Marketing on YouTube  Lunch Hour Legal Marketing on TikTok   Chapters - Times Approximate  (0:00) Planting our Flag / GBP Suspensions (6:59) Legal Marketing News (17:53) Mystery Shopper Call

Intrigue! Drama! Suspense! Our victim, Paul Robinson Law, gets put through the wringer again with an after-hours secret shopper call plotted by Gyi and Conrad.  ----- Before you get too delighted at the thought of hearing about the missteps of a fellow firm, remember—if you haven't taken the time to fully engage with training and testing your in-house or third-party reception, your client intake might be dead in the water. So, did Paul's firm successfully escalate the undercover shopper's legal need? Gyi and Conrad analyze the experience and break down its good and bad elements to showcase how proper intake training, scripting, coaching, and emotional connection can foster a superior customer experience that will win you more clients. The News: Digital marketing luminaries Rand Fishkin and Greg Sterling have insights you need right now! Rand - The SEO opportunity pie shrinking and more insights and Greg - 300 Million Queries, Old Google, Cyber Week, Location Data Is Like Ground Beef Bluesky is really on the uptick. With 24 million users, a burgeoning SEO Community, and all your favorite legal tech peeps, is it the new place to be? - Amid X X-odus, Nothing But Bluesky from Now On | LawSites We're getting used to disappointment - A Week Overdue, Google November 2024 Core Update Still Causing Volatility The TLTF Summit has wrapped up for this year, but keep an eye out for next year's event for a chance to rub elbows with the best and brightest in legal tech. Thank you, loyal listeners! Spotify Wrapped showed stats that just make us uber grateful for you all.    Also, the dirty, underhanded, belly of the internet turned on Gyi and Conrad in the form of Google Business Profile suspensions on the SAME day. Coincidence? They think not. But, that's it for today—let's hash all that out in the next episode.  Other Episodes in the Paul Robinson Trilogy: Lawyer Website Roasted  Ring, Ring! What to Expect When You Call Up a Marketing Agency   Connect: The Bite - Lunch Hour Legal Marketing Newsletter! Leave Us an Apple Review  Lunch Hour Legal Marketing on YouTube  Lunch Hour Legal Marketing on TikTok   Chapters - Times Approximate  (0:00) Planting our Flag / GBP Suspensions (6:59) Legal Marketing News (17:53) Mystery Shopper Call Learn more about your ad choices. Visit megaphone.fm/adchoices

Laura Beussman, SVP of Marketing at CallRail, discusses unlocking hidden data within customer calls. CallRail, an AI-powered lead intelligence platform, enables businesses to confidently track and attribute each lead's marketing journey, manage all communication channels, and optimize marketing efforts using AI insights. Laura shares insights on leveraging technology for automated analysis of customer call data, integrating call data with marketing analytics, the impact of sentiment analysis, best practices for data privacy compliance, and applying customer call analysis to develop targeted marketing campaigns and enhance customer engagement. Show NotesConnect With:Laura Beussman: Website // LinkedInThe MarTech Podcast: Email // Newsletter // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Laura Beussman, SVP of Marketing at CallRail, discusses unlocking hidden data within customer calls. CallRail, an AI-powered lead intelligence platform, enables businesses to confidently track and attribute each lead's marketing journey, manage all communication channels, and optimize marketing efforts using AI insights. Laura shares insights on leveraging technology for automated analysis of customer call data, integrating call data with marketing analytics, the impact of sentiment analysis, best practices for data privacy compliance, and applying customer call analysis to develop targeted marketing campaigns and enhance customer engagement. Show NotesConnect With:Laura Beussman: Website // LinkedInThe MarTech Podcast: Email // Newsletter // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Laura Beussman, SVP of Marketing at CallRail, discusses understanding and optimizing the lead journey. In this episode, Laura shares her perspectives on understanding the lead journey and hidden data, challenges in lead attribution and visibility, enhancing lead journey personalization, success stories in lead journey optimization, and monitoring KPIs for lead journey success. Show NotesConnect With:Laura Beussman: Website // LinkedInThe MarTech Podcast: Email // Newsletter // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Laura Beussman, SVP of Marketing at CallRail, discusses understanding and optimizing the lead journey. In this episode, Laura shares her perspectives on understanding the lead journey and hidden data, challenges in lead attribution and visibility, enhancing lead journey personalization, success stories in lead journey optimization, and monitoring KPIs for lead journey success. Show NotesConnect With:Laura Beussman: Website // LinkedInThe MarTech Podcast: Email // Newsletter // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

EPISODE 176: Are you wasting your marketing budget? In this episode of Eat, Sleep, Invest, I sit down with Chris Nelson to talk about call tracking, AI, and lead conversion. Chris is a Senior Manager of Vertical Marketing at CallRail, a platform that enables businesses to assign dynamic phone numbers to marketing campaigns and track results. This episode covers everything from lead attribution to CRM integrations and how CallRail can be the tool that makes your marketing budget work smarter, not harder.  Tune in and stop guessing about where your marketing budget is going!   Key Takeaways:   00:00 Intro 00:56 Chris's background 02:11 Dynamic call tracking explained 07:39 Why you shouldn't use a static number 08:30 Call tracking with AI  11:53 CallRail integrations and features  16:30 Outro   —   If you want to watch the video episode, go to: www.motivatedleads.com/podcast/episode-176-boost-your-lead-conversion-instantly-with-this-ai-powered-call-tracking-tool-chris-nelson    —   Get in touch with Chris Nelson:   

In this episode, Cameron is joined by Daemien Patton, an expert in running successful ad campaigns for medical aesthetics practices, and they discuss the key elements of a successful ad campaign, including having effective processes and systems in place, creating compelling ad copy, setting up a user-friendly online booking system, and targeting the right audience. They also emphasize the importance of tracking and optimizing the campaign to achieve a high return on ad spend (ROAS).Cameron and Daemien talk about the importance of attribution and setting up effective marketing campaigns for practice owners. They emphasize the need for the right systems and tech stack, such as Zanotti or Boulevard, to track and analyze data. They also highlight the value of call tracking software like CallRail to monitor phone conversations and improve sales staff performance. They stress the importance of a well-optimized Google My Business profile and the benefits of investing in reputation management. They also emphasize the need for practice owners to become great marketers and invest in sales training to achieve success. Listen In!Thank you for listening to this episode of Medical Millionaire!Trusted by over 850+ practices and 2,000+ providers in aesthetics, plastic surgery, dermatology, and dentistry, we specialize in growing medspas through comprehensive marketing and automation solutions. Our expertise in patient acquisition, CRM, SEO, and more make sure you are generating new bookings constantly. Let us help you run your practice like a true business!Inquire Here:https://growth99.com/Or, check out Growth99 University and Learn How To Scale Your Medical Practice To A Multi-Million Dollar Business Effectively.https://school.growth99.com/

Vidya Dinamani and Heather Samarin chat with Ryan Johnson, Chief Product Officer at CallRail, a leader in AI-powered conversation intelligence. Ryan shares his journey from engineering to product leadership, driving CallRail's growth to over 200,000 customers and $100 million in recurring revenue.He offers insights into navigating diverse customer needs across multiple industries and building horizontal solutions that scale. Ryan also discusses his leadership style, emphasizing advocacy for customers and the strategic use of AI.

In episode #142 of the Transform Sales Podcast: Sales Software Review Series, Jalen Nelson interviews Ryan Johnson, Chief Product Officer at CallRail, a lead intelligence platform for businesses relying on inbound and outbound calls. Ryan provides an overview of CallRail's features, emphasizing its AI-powered call tracking, marketing attribution, and conversation intelligence tools. Targeting small and medium businesses across verticals like healthcare, automotive, and home services, CallRail helps companies optimize marketing spend and improve lead conversion. The discussion also highlights the platform's flexible pricing model, starting at $45/month, and its seamless integrations with CRMs like HubSpot and Salesforce. Try CallRail Here: https://getcloudtask.com/CallRail #TransformSales #salessoftware #cloudtask

Join Paul Jamison as he sits down with Herb Staben and Chris Nelson from CallRail to delve into how their innovative tools are revolutionizing marketing for lawn care businesses. Discover the secrets to leveraging call tracking and analytics to transform inquiries into loyal customers, enhance your marketing strategies, and significantly boost your business growth. Tune in to learn why CallRail might just be the game-changer your lawn care business needs. Equip Expo 2024 Exclusive Discount: Unlock 50% off Equip Expo 2024 tickets with code PAUL - Register Here LCR Summit - Learn More About LCR Summit Louisville Order Your Copy of Paul's New Book on Amazon: How to Build a Thriving Lawn Care Business - Get it here! The Entrepreneurs Guide to Lawn Care Pricing: Get Your Free Guide - Click Here Enhance Your Business Operations: Ready to streamline your workflow and boost efficiency? Discover the CRM software that powers my lawn care business success. - Try Jobber A World of Audiobooks Awaits: Discover the convenience of learning on the go with Audible: Explore Now The Landscaping Bookkeeper: Transform your financial management with the expertise of Megan and Joey Coberly. Learn how at Click Here Lawn Care Life Conference Tickets: The most actionable event you'll attend. Get Your Tickets! Enter to Win Envu Herbicide Product: us.envu.com/coolseasongiveaway Maximize Your Lawn Care Business Potential: Visit Paul's Resource Hub Discover essential resources for growing your business, including contract templates, pricing tools, and the Know Your Numbers E-Course. Explore top industry events, and more at ThePaulJamison.com Enhance Your Business Operations: Ready to streamline your workflow and boost efficiency? Discover the CRM software that powers my lawn care business success. - Try Jobber Elevate Your Online Presence: Your professional website awaits! Begin your journey to a compelling online brand with - Start Your Website Journey w/ Footbridge Media For insurance inquiries, reach out to Duvall Brumby at 770-560-8762 or email duvall.brumby@pninsurance.com The Official Banking Platform for Profit First - Learn more about online banking with Relay - Click Here Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are provided through Thread Bank; Members FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.

This episode features an interview with  Laura Beussman, Senior Vice President of Marketing at CallRail, an intelligence platform that helps businesses track and attribute each lead to their marketing journey and use real-time insights to optimize their marketing. In this episode, Laura discusses their marketing strategy as a pure-play PLG where marketing generates all the leads, and how they reach prospects through a sub-verticalized approach. She also shares how they are leveraging AI for better SEO results. Key Takeaways:A sub-verticalized approach can improve efficiency and return on investment, helping to ensure that you are accurately speaking to customer needs. Learn about the sub-verticals in your market.Leveraging AI in your content efforts can really improve your SEO results, by allowing you to create more content that is specifically catered to sub-verticals in the market.When marketing takes full responsibility for generating all leads, it eliminates the tension with sales by offering clarity, improving operational efficiency and allowing sales to focus on closing deals.Quote:“ One of the ways that the team is really capitalizing on AI is on SEO content. Again, as a PLG, SEO is very important for us. And with those verticalized go-to-market strategies, we needed to create a high volume of content to support not just the verticals, but the sub verticals. So, we have developed a strategy on creating that SEO content that leverages AI. Now, it's not that the AI writes the content from top to bottom with no human assistance, but what we do is we educate the AI tools on our content guidelines. We create a robust draft of an outline. AI then converts that into an article. Our content team edits, and makes sure it's reflective of our brand and our voice before we publish. What we've been able to do with that, though, is triple the amount of SEO content we're able to produce. And what that means is that we're able to be really hyper targeted, really hyper verticalized, and we're actually ranking better. And it's not that we're ranking better because the articles are significantly better. It's because they are able to be more specific, because they are able to be more targeted and sub verticalized. That allows them to rank better as well.”Episode Timestamps:*(03:34) The Trust Tree: Operating in a marketing-led lead generation model *(17:25) The Playbook: Using hyper-targeted content to boost visibility and conversion rates*(36:14) The Dust-Up: Making sure sales feels supported by marketing *(39:08) Quick Hits: Laura's Quick Hits  Sponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Laura on LinkedInLearn more about CallRailLearn more about Caspian Studios

In this episode of the Tech Tony Podcast, Tony chats with Tim Tompkins, a fellow small business owner, about their hands-on experiences in the ever-changing world of digital marketing. Both Tony and Tim dive into the strategies they use for their own businesses, focusing on practical, data-driven approaches that any small business can adopt. Tim shares his decision to move away from social media and instead focus on tools like Google Ads and CallRail for more targeted marketing. He explains how these strategies help him connect with the right customers at the perfect moment, all while keeping marketing efforts streamlined and effective. Tony adds his own insights into using responsive display ads and how they both leverage data to make informed marketing decisions that lead to real growth. --- Support this podcast: https://podcasters.spotify.com/pod/show/tectony/support

In our latest episode, we dive deep into the world of marketing strategies specifically designed for veterinary practices. Whether you're a startup in urgent need of clients, a practice that's hit a plateau, or one that's experiencing rapid growth and struggling to manage the influx, this episode has got you covered. I break down these practices into three distinct groups and offer actionable insights to help you attract, engage, and retain clients effectively. One of the key points I emphasize is the importance of tracking where your clients are coming from. Knowing your client sources is foundational for any marketing strategy. I recommend using tools like Google Analytics and CallRail to monitor and analyze this data. CallRail even offers a free two-week trial, making it easy for you to start tracking your marketing effectiveness. I also introduce the 80/20 rule, which suggests that 80% of your marketing efforts may not yield significant results, while 20% will drive the majority of client growth. Identifying and focusing on that 20% is crucial, and without proper tracking, you might end up wasting resources on ineffective strategies. For practices in urgent need of clients or those experiencing stagnation, I stress the importance of fixing the bottom of the marketing funnel—where potential clients convert into actual clients. This involves training your customer service representatives (CSRs) to handle inquiries effectively, engaging with potential clients on a personal level, and implementing follow-up systems to enhance client loyalty. Additionally, having an efficient online booking system, like Checkup App, can streamline the booking process and send reminders to clients, ensuring they return for follow-up visits. By diagnosing whether your practice has a marketing or sales problem and targeting clients strategically, you can craft a unique selling proposition that sets your practice apart in a competitive market. Tune in to this episode for a comprehensive guide to enhancing your marketing efforts and improving client acquisition.

This episode of Legal Marketing Happy Hour features a conversation between Jim Hayes, Lindsay, and Chris Nelson, Senior Manager of Vertical Marketing at CallRail. The episode delves into the importance of call tracking and lead intelligence for law firms. Chris, with his legal and marketing background, provides insights into the unique challenges faced by law firms in client acquisition. The discussion covers the benefits of call tracking, form tracking, and conversation intelligence, emphasizing how these tools can help law firms improve efficiency, client experience, and overall business growth.

Laura Beussman, SVP of Marketing at CallRail, discusses unlocking hidden data within customer calls. CallRail, an AI-powered lead intelligence platform, enables businesses to confidently track and attribute each lead's marketing journey, manage all communication channels, and optimize marketing efforts using AI insights. Laura shares insights on leveraging technology for automated analysis of customer call data, integrating call data with marketing analytics, the impact of sentiment analysis, best practices for data privacy compliance, and applying customer call analysis to develop targeted marketing campaigns and enhance customer engagement. Show NotesConnect With:Laura Beussman: Website // LinkedInThe MarTech Podcast: Email // Newsletter // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Laura Beussman, SVP of Marketing at CallRail, discusses unlocking hidden data within customer calls. CallRail, an AI-powered lead intelligence platform, enables businesses to confidently track and attribute each lead's marketing journey, manage all communication channels, and optimize marketing efforts using AI insights. Laura shares insights on leveraging technology for automated analysis of customer call data, integrating call data with marketing analytics, the impact of sentiment analysis, best practices for data privacy compliance, and applying customer call analysis to develop targeted marketing campaigns and enhance customer engagement. Show NotesConnect With:Laura Beussman: Website // LinkedInThe MarTech Podcast: Email // Newsletter // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Laura Beussman, SVP of Marketing at CallRail, discusses understanding and optimizing the lead journey. In this episode, Laura shares her perspectives on understanding the lead journey and hidden data, challenges in lead attribution and visibility, enhancing lead journey personalization, success stories in lead journey optimization, and monitoring KPIs for lead journey success. Show NotesConnect With:Laura Beussman: Website // LinkedInThe MarTech Podcast: Email // Newsletter // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Laura Beussman, SVP of Marketing at CallRail, discusses understanding and optimizing the lead journey. In this episode, Laura shares her perspectives on understanding the lead journey and hidden data, challenges in lead attribution and visibility, enhancing lead journey personalization, success stories in lead journey optimization, and monitoring KPIs for lead journey success. Show NotesConnect With:Laura Beussman: Website // LinkedInThe MarTech Podcast: Email // Newsletter // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of "Do This, Not That", host Jay Schwedelson interviews his college friend Marc Ginsberg, the CEO of CallRail. CallRail is an AI-powered call tracking and analytics company that helps over 200,000 small and medium businesses understand who is calling them, what is being said on those calls, and how they can use those insights to drive more sales.=================================================================Best Moments:(4:00) How Marc has been focused on data, analytics, and insights throughout his career even before AI was mainstream(6:58) Practical ways small businesses can leverage AI to benefit their operations, such as through sentiment analysis of calls and emails(7:40) Using AI for time savings by automating meeting and call transcription and analysis(9:29) How AI call analysis helped one of CallRail's driveway installation customers identify and pursue a new revenue stream(15:09) Marc's vision for how AI will progress from automation into more assisted intelligence over the next 5-10 years=================================================================Guest bios:Marc Ginsberg, CEO of CallRail. 25+ years of marketing and growth experience at companies like American Express and Cardlytics. Helped grow CallRail 3x since joining as CEO 3 years ago.=================================================================PARTNER WITH JAY AND GURU Media Hub HERE:www.GuruMediaHub.comPartner with Jay or have Jay on YOUR podcast:www.JaySchwedelson.comJay's Agency:www.OutcomeMedia.com=================================================================MASSIVE thank you to our Sponsor, Marigold!!Marigold is a relationship marketing platform designed to help you acquire new customers and turn them into superfans with their best-in-class loyalty solutions. Don't take my word for it though, American Airlines, Honeybaked Ham, Title Boxing, and Notre Dame University are also customers!Regardless of your size, check out Marigold today to get the solution you need to grow your business!Check out this free content Jay has loved digesting, Marigold's 2024 Retail Trends Guide.

In this episode of the Product Thinking podcast, host Melissa Perri welcomes Ryan to the show to discuss product strategy, communication, and innovation within a company. Ryan has over 15 years of diverse technology and product development leadership experience and currently serves as the Chief Product Officer at CallRail.

Our guest today is Mike Stocker, VP of Partnerships at CallRail. CallRail is the leading AI-powered call tracking and lead intelligence platform that makes it easy for businesses of all sizes to market with confidence. CallRail is integrated with HubSpot and many other CRM platforms and tools, and it helps solve some common pain points in the lead generation process that we're discussing in this episode. We also talk about current shifts in the market when it comes to customer journeys and lead generation processes, how businesses can leverage call tracking and what first steps they can make in that direction. What is Covered: What call tracking is and how it works What information and benefits businesses can have from call trackingHow AI can help with determining the sentiment of a sales callCallRail and HubSpot integrationOvercoming problems with inaccurate attribution How to navigate omni-channel customer journeysCommon use cases for call tracking How AI really changes the landscape of businessTeam retention and AI automation Resources: Get the FREE roadmap to finding and keeping your business happy https://marketveep.com/happy Learn more about CallRail https://www.callrail.com/ Learn more about MarketVeep https://marketveep.com Find us on LinkedIn https://www.linkedin.com/company/market-veep/ Follow us on X https://twitter.com/market_veep Follow us on Instagram https://www.instagram.com/market_veep/ Find us on Facebook https://www.facebook.com/marketveep/

In this episode, we're unpacking everything you need to know about Google Ads for your vet practice. It's like finding a map to buried treasure, but instead of gold, it's full of strategies to attract the perfect pet parents to your clinic. We're not just talking about any clicks here; we're aiming for clicks that count, clicks that turn into loyal clients who trust you with their furry friends. Now, let's chat about the magic of targeting the right crowd. Picture this: you're not casting a wide net hoping to catch a few fish; you're choosing the right bait for the fish you want. That's the minimum viable audience for you. It's about getting super specific with who you're talking to, so your message hits home every time. And when it comes to where your ads show up, it's a whole buffet of options. Search campaigns are your go-to, but there's also this new kid on the block called Performance Max campaigns. They're like the smart kids in class, using all the data to make sure your ad gets seen by folks who are actually looking for vet services. But hey, it's not all sunshine and rainbows. We've got to talk about the pitfalls too, like those sneaky smart campaigns that might drain your budget faster than a puppy chews a slipper. And then there's the art of choosing the right keyword match types – it's a balancing act. Plus, we can't forget about display and shopping ads. They've got their quirks, but they can work wonders for your brand and online store if you play your cards right. So, to wrap this up, mastering Google Ads is like being a digital marketing wizard for your vet practice. It's about making smart choices, analyzing the heck out of your data, and always keeping your eye on the prize – helping pets and their humans. Tune in to the episode, and let's take your practice to the next level together. Here's to making your vet practice the talk of the town (or the internet, in this case). Catch you on the podcast!

“It literally makes me wanna fight someone when I see missed calls on a CallRail report.” On this week's episode Maria talks with CEO and Founder of Rankings.io, Chris Dreyer. They discuss how to get Google reviews, nearshoring, SEO exclusivity, AI, podcasting and Chris' upcoming conference. Highlights 06:19 How to get Google reviews 14:05 Is SEO dead? 35:59 Podcasting Guest Chris Dreyer (@chrisdreyerco on Instagram) is the founder and CEO of Rankings.io and the host of the Personal Injury Marketing Mastermind podcast. Since 2018, Rankings.io has been included on the Inc. 5000 and Chris was included in The Silicon Review's 30 Best CEOs of the Year 2021. You can get in touch with Chris at https://rankings.io/ Host Maria Monroy (@marialawrank on Instagram) is the Co-founder and President of LawRank, a leading SEO company for law firms since 2013. She has a knack for breaking down complex topics to make them more easily accessible and started Tip the Scales to share her knowledge with listeners like you. Podcast Mentions PIMCon (Sept 15-17, 2024) - Use code LawRank for an exclusive discount _____ LawRank grows your law firm with SEO Our clients saw a 384% increase in first-time calls and a 603% growth in traffic in 12 months. Get your free competitor report at https://lawrank.com/report. Subscribe to us on your favorite podcast app Rate us 5 stars on iTunes and Spotify Watch us on YouTube Follow us on Instagram and TikTok

“It literally makes me wanna fight someone when I see missed calls on a CallRail report.” On this week's episode Maria talks with CEO and Founder of Rankings.io, Chris Dreyer. They discuss how to get Google reviews, nearshoring, SEO exclusivity, AI, podcasting and Chris' upcoming conference. Highlights 06:19 How to get Google reviews 14:05 Is SEO dead? 35:59 Podcasting Guest Chris Dreyer (@chrisdreyerco on Instagram) is the founder and CEO of Rankings.io and the host of the Personal Injury Marketing Mastermind podcast. Since 2018, Rankings.io has been included on the Inc. 5000 and Chris was included in The Silicon Review's 30 Best CEOs of the Year 2021. You can get in touch with Chris at https://rankings.io/ Host Maria Monroy (@marialawrank on Instagram) is the Co-founder and President of LawRank, a leading SEO company for law firms since 2013. She has a knack for breaking down complex topics to make them more easily accessible and started Tip the Scales to share her knowledge with listeners like you. Podcast Mentions PIMCon (Sept 15-17, 2024) - Use code LawRank for an exclusive discount _____ LawRank grows your law firm with SEO Our clients saw a 384% increase in first-time calls and a 603% growth in traffic in 12 months. Get your free competitor report at https://lawrank.com/report. Subscribe to us on your favorite podcast app Rate us 5 stars on iTunes and Spotify Watch us on YouTube Follow us on Instagram and TikTok

In this episode, I've got to tell you about this amazing chat I had with Derral Eves. If you haven't heard of him, he's the genius who's been helping YouTube stars like Mr. Beast become household names, and he's the brains behind Vid Summit. We got together to talk about something I'm super passionate about: leveraging YouTube for local businesses, especially for my fellow vets out there. And before we jump in, a huge thanks to WhiteSpark and CallRail for supporting our show and helping businesses shine with local SEO and call tracking. Now, let me tell you about Derral's journey. This guy started his digital marketing agency way back in '99 and pivoted to YouTube when it was just a fledgling platform in 2005. He's not just a marketing whiz; he's also a dad to five kids down in southern Utah. His personal story is a testament to how YouTube can revolutionize the way we build audiences and make money. In our conversation, Derral dropped some serious knowledge about the unique advantages YouTube has over other platforms like TikTok. We're talking about real revenue and engagement potential here. He shared stories of success from all kinds of niches, proving that no matter how specialized your interest is, there's room for you on YouTube. For us in the veterinary field, this is golden. I even shared how Dr. Cody Gillman's YouTube channel skyrocketed to 60,000 subscribers, boosting his practice and making it a magnet for young talent in the industry. Derral's parting wisdom? Focus on your passion, not just the views. Whether you're starting a new channel or building on an existing one, clarity and consistency are your best friends. And don't worry about being too niche – it's all about finding your unique specialty and owning it. Remember to check your YouTube data now and then, but don't obsess over it. Keep an eye on metrics like click-through rates and viewer behavior post-video to keep improving your content. Wrapping up, I'm just blown away by the potential YouTube has for vets and local businesses. It's not just about growing your practice; it's about building a community and sharing your passion with the world. So, if you're a vet looking to make a mark, or you're just starting out, consider this your sign to dive into video marketing on YouTube. It could be the best move you make for your business. Thanks for tuning in, and I can't wait to see where your YouTube journey takes you!

In today's episode, I'm super pumped to chat about the wild world of social media and how it's shaking up the game for vet marketing. I had an awesome talk with Cheyanne Flerx, who's pretty much a wizard when it comes to all things social media in our industry. We're diving into the big shifts in how folks are scrolling through their feeds and what that means for your practice. It's all about getting savvy with creating content that grabs attention and making the most of AI to keep things fresh and engaging. Now, let's talk content—because it's king, queen, and the entire royal court in social media land. With platforms like TikTok setting the pace, we've got to step up our game. It's not just about being seen; it's about making a real connection with pet parents through videos that tug at the heartstrings. And let's not forget the importance of really knowing who you're talking to. It's not just throwing posts out there and hoping for the best. It's crafting the kind of content that speaks directly to your audience, building a community that looks to you not just for vet services, but for a connection to a bigger pet-loving family. We also got into the nitty-gritty of using Instagram for reaching folks right in your backyard and how even a little bit of ad spend can go a long way. Plus, Cheyanne introduced Vet Vibes Hub, which is a total game-changer for keeping your social media on point without burning out. And, because we're all about growth, we covered the importance of stepping back, reviewing what's working, and doubling down on those strategies. Cheyanne's big on making sure your content has that personal touch—no more cookie-cutter posts! Vet Vibes Media is all about helping you keep it real and branded. Wrapping things up, we're inviting you to jump into the Vet Vibes Hub and catch more insights on the Veterinary Social Media Podcast. This social media journey is a marathon, not a sprint, but with the right tools and a solid plan, you're going to cross that finish line with a bunch of new pet-owner pals cheering you on. So, stay tuned, keep learning, and let's crush it in the digital space together. Catch you next time on the Veterinary Marketing Podcast!

Welcome to Online People Talking with Jen Barkan! In this episode, Jen is joined by Jessie Suggs and the two share an inspiring story of an OSC who turned a small connection into a meaningful gesture. They dive straight into the topic of AI and Chatbots, addressing recent fears of it replacing Online Sales positions. Personalization is something AI can never replace and it's a vital part of the Online Sales world, however, it is time to step up and be the valuable employee who harnesses AI to their advantage! To wrap up, Jen and Jessie give their strategies for re-engaging leads from closed communities and tell OSC's to go try out an AI tool and see what works for you!Word On The Street: Ai & Chatbots: What this means for Online Sales (08:48)A lot of OSC's are asking about AI and Chatbots.It was a huge conversation at the International Builders' Show Are you a valuable employee or an adequate employee?Utilize AI to help you but know that it can never replace the human connection.Personalizing will "beat the bot"Topic Of Today: AI Tools Online Sales Can Use (16:16)Make sure that if you use ChatGPT or anything similar to personalize the result it gives you to keep the the human touch.CallRail is widely used and Jen and Jessie LOVE Grammarly Self-Scheduling isn't aligned with what Online Sales are trying to achieve.Skills Check! (31:06)Go try one of the AI tools! Look into how it can benefit your day to day.If the word AI scares you: speak to how you can do what AI can do but BETTER.

How is artificial intelligence (AI) transforming the way small and medium-sized businesses (SMBs) approach marketing and customer interaction? I sit down with Ryan Johnson, Chief Product Officer at CallRail, a platform empowering over 200,000 SMBs with advanced call, text, and form tracking capabilities, to explore this pivotal question. With a deep dive into AI's role in product innovation, this episode offers a unique perspective on leveraging technology to enhance marketing effectiveness and optimize customer experiences. Ryan brings a rich background in AI and machine learning (ML) from his time at a pre-revenue AI startup, where he learned firsthand the challenges and expenses associated with building AI solutions in-house. At CallRail, the focus is not on becoming an AI shop but on enhancing customers' ability to market more effectively through strategic partnerships with AI leaders. This approach allows CallRail to integrate AI meaningfully, making it purposeful, valuable, accessible, reliable, and scalable for SMBs. Listeners will get an inside look at CallRail Labs, an initiative inviting customers to test new AI capabilities and provide feedback that shapes future development. This collaboration between CallRail and its customers ensures that AI applications are both innovative and practical, addressing real-world marketing challenges. One of the standout AI features discussed is conversation intelligence, which saves significant time by reviewing and analyzing customer interactions, thus enabling better lead qualification and improving marketing ROI. Additionally, AI-based call coaching offers objective feedback to help agents improve, enhancing the overall customer experience. Ryan also touches on how AI helps optimize marketing efforts in a world where traditional cookies are declining, highlighting the growing importance of conversation intelligence in targeting and lead qualification. As we wrap up, Ryan shares his unique perspective on how AI in product development parallels his personal passion for car racing, emphasizing the need for precision, speed, and continuous improvement to stay ahead.

BlueCollar.CEO –Masami Middleton and Jason Tatum work with CallRail, an intelligence platform designed to help businesses track the effectiveness of marketing strategies on lead conversions. Masami is an experienced marketing executive and strategy consultant who has helped market companies ranging from $10 million to $7 billion in revenue. She is passionate about helping B2B organizations build high-performing marketing teams and increase revenue. Jason is the VP of Product at CallRail. He specializes in introducing new products to the market and enabling cross-functional teams to deliver value to their customers. Jason's professional experience includes nonprofits, publicly traded, and private startup tech companies. Currently, he's leading a team working on innovative solutions for the next generation of business owners. In this episode, Ryan, Masami, and Jason discuss how emerging AI technologies can immediately elevate the value of customer transactions and generate increased company revenue. Blue Collar CEO is a podcast that is all about helping you build a better, more profitable, more sustainable & kick-ass home service business. Join Levergy® CEO Ryan Redding each week who will be joined by industry experts who will break down their success stories and give their best-kept secrets for industry domination. You do not want to miss it! Learn more at https://www.bluecollar.ceo/, or https://www.levergy.io.

In our latest chat, we're tackling the ins and outs of digital marketing and how it can totally transform your vet practice. We're talking about drawing in new clients, keeping them engaged, and making sure they stick around. I'm here to guide you through this journey, so let's jump right in! First off, I want to give a massive shoutout to our sponsors, WhiteSpark and CallRail. These folks are changing the game in digital marketing, and I'll be spilling the beans on how their services can seriously up your practice's game. Now, let's get to the good stuff. We're zeroing in on client-centered marketing because, let's face it, your clients are the heart of your practice. It's not just about listing what you can do; it's about understanding and addressing what your clients and their furry friends need. From the moment they call your practice to the messages they read on your website, it's all about making them feel heard and cared for. And it doesn't stop there. We're diving into how to create meaningful interactions, educate your clients right from the start, and even how to get them to sing your praises to others. Plus, we can't ignore the power of online reviews. I'll share some killer strategies on how to manage feedback to boost your online rep. This episode is jam-packed with actionable tips that can make your practice the go-to spot for pet care. So, if you're ready to make some waves in your digital marketing efforts and create a practice that truly resonates with pet owners, you won't want to miss this. Stick around for more episodes where we'll keep unraveling the world of veterinary digital marketing. Until next time, let's keep pushing the boundaries and making those meaningful connections with our clients. Catch you on the flip side!

As marketers, there is a lot to keep up with. From trends like generative AI to platforms and methods, and new channels popping up, there is always more to learn. So much so that some of the time-tested, tried and true channels often get overlooked in these conversations. One of these is phone calls - you remember them, it's what you did before texting, messaging, emailing, and all the other things. Yet phone calls remain incredibly important and effective. Today we're going to talk about effectively using data to make the most of phone conversations with your customers. To help me discuss this topic, I'd like to welcome Ryan Johnson, Chief Product Officer at CallRail. Resources PartnerHero: to waive set up fees, go to https://partnerhero.com/agile and mention “The Agile Brand” during onboarding! CallRail website: https://www.callrail.com Sign up for The Agile Brand newsletter here: https://www.gregkihlstrom.com Get the latest news and updates on LinkedIn here: https://www.linkedin.com/company/the-agile-brand/ For consulting on marketing technology, customer experience, and more visit GK5A: https://www.gk5a.com Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

I'm thrilled to chat with you about some of the digital marketing strategies we've been unpacking on the show. It's no secret that vet practices are hitting some bumps in the digital road, with ad costs going up and client attention spans shrinking. But I've got your back! In a recent episode, we dove into this headfirst, and I'm here to break it down for you with some actionable advice. Let's kick things off with your value proposition—this is your secret sauce, folks. It's what makes your practice the go-to spot for pet care. We need to zero in on what makes you unique and how you can meet your clients' needs like nobody else. Think about your ideal client and shape your offers to hit the mark just right. Remember, we're not trying to please everyone; we're after the right ones who will appreciate the value you bring. Now, let's talk content—because it's king, queen, and the entire royal court in digital marketing. Your content has to pop and make people stop scrolling. It's not just about pretty pictures or catchy headlines; it's about telling stories that connect and educate, all while showcasing what your practice stands for. And don't forget tracking! You've got to know where your clients are coming from. Tools like CallRail can be game-changers, helping you pinpoint what's working and where to focus your marketing magic. Throughout the podcast, we've leaned on the smarts of folks like Seth Godin and Darren Shaw, and shared real-life stories, like the one about "Buy My Dad's Vet Clinic." These examples aren't just stories; they're proof that these strategies work. So, as you tune into the next episodes, remember that mastering digital marketing is totally doable. With a solid value proposition, killer content, and smart tracking, you'll be setting your practice up for success. Can't wait to share more with you—let's keep the conversation going!

In this episode, I just had an amazing chat with Jon Morgenstern, the paid advertising guru from VaynerMedia, and let me tell you, it was a goldmine of insights. Jon, who's worked with the legendary Gary Vaynerchuk, shared some incredible strategies that are just too good to keep to myself. So, a huge shoutout to our sponsors, White Spark and CallRail, for making this episode possible. Their tools are game-changers for local SEO and tracking conversions, and they help us bring these valuable conversations to you. In our conversation, Jon, or "JMO" as he's known, dished out some serious wisdom on the balance between high-level strategy and hands-on practice. He's a master at blending Gary Vee's "clouds and dirt" philosophy into something that businesses of any size can really use. And let me tell you, when Jon talks about embracing AI and the importance of creative diversification in advertising, you're going to want to take notes. He's got this passion for ad interfaces and staying on top of trends that's just infectious. Plus, he shared a killer case study about a vet practice that blew up on TikTok, proving that organic reach can be just as powerful as paid ads. We also got into the nitty-gritty of native purchasing on social platforms, and Jon's insights into TikTok's unique approach were eye-opening. It's clear that e-commerce is being shaken up in a big way, and there's so much potential for local businesses, especially in the vet industry, to make a splash on social media. Jon's advice on leveraging these platforms and partnering with local communities was spot-on. Wrapping up, his enthusiasm for TikTok's ability to connect people and businesses across the globe was truly inspiring. So, there you have it, folks. My chat with Jon Morgenstern was a deep dive into the future of digital marketing, and the key takeaways are crystal clear. Blend organic with paid, keep up with tech like AI, and tailor your content for each social platform. Stick around for more episodes where we'll keep uncovering the latest in marketing innovation. Trust me, you won't want to miss what's coming up next! ‍

Episode 322 of The VentureFizz Podcast features Ryan Shank, CEO & Founder of ShareWillow. Finding the right idea for building a company that will scale is hard. It's even harder when you get influenced by all the news about the trends in tech like AI, Web 3, crypto, or whatever is the latest trend. Yet, there are still some very large industries that are still operating with very old tech and are still ripe for disruption. Case in point is Ryan's latest company, ShareWillow, which is a modern platform that enables businesses to design, launch, and manage profit-sharing plans. It makes me think of Gusto, which modernized payroll or Stripe, that modernized payments with tech that just worked. As Ryan was looking under the hood of this industry, it became very obvious that there was a massive opportunity. Instead of stock options, lots of companies issue profit-sharing plans and come to find out businesses that have a profit-sharing plan tend to be more profitable over the long term and get more output from employees. Yet, there really isn't an easy way for creating a profit-sharing plan on a modern tech stack that does everything from getting started to ongoing management of the plan. Bingo! Here is a massive market opportunity to build a category defining company which is in desperate need of a modern tech stack and user experience. Investors have noticed too as the company has raised $6.5m from top-tier software investors in what ended up being an over-subscribed round. In this episode of our podcast, we cover: * The importance of learning sales as an entrepreneur. * Ryan's background story growing up in Ocean City, Maryland and his early entrepreneurial roots. * A rant / business idea about how the experience of college tours is broken. * The story of mHelpDesk and its acquisition by HomeAdvisor. * The details and lessons learned about his next startup, PhoneWagon, which was a TechStars company that went on to get acquired by CallRail. * The state of the state with ShareWillow * Things to think about during the acquisition process, including how an escrow factors in. * And so much more.

What started as a general conversation about capabilities with Jason Tatum of CallRail quickly morphed into a full on case study on the effectiveness of our "best" ads versus the ineffectiveness of our "worst" ads. I enjoyed the experiment and learned a ton about AI, how important good copy is, and why leaning on partners like Call Rail are essential in the modern #marketing world. Support the show: https://www.nick-constantino.com/See omnystudio.com/listener for privacy information.

Gyi and Conrad gaze deeply into the hazy future of law firm marketing in 2024, but are they true fortune tellers or phonies? They talk through the successes of predictions past and offer their insight into the uncertain future. ____________________________________________________________ Time to dust off the crystal ball, but first, the guys take a look back and show off their brilliant powers of prediction with a whole slew of spot-on prophecies that did, in fact, come to pass in 2023. In-house marketers increased, lawyers took to social media in bigger ways, brand affinity/awareness tactics were key, and more! And, uh… y'know—nevermind that bit of a psychic blind spot on the massive AI renaissance. Next, let's take a look at the most significant trends of 2023. The guys unpack the major happenings in AI, the legal business sphere, marketing strategies, social media engagement, and all the other things competent soothsayers must examine as they ponder eternity. Finally, the future. Gyi and Conrad gaze into the depths of the mystic orb, and what lies ahead is clear—more and more AI is coming into the practice of law. What else? We're not giving it all away! Listen in to find out.  Many thanks to our friends at CallRail for sponsoring this extra LHLM episode. Mentioned in this Episode: Leave Us an Apple Review  Lunch Hour Legal Marketing now on YouTube  Lunch Hour Legal Marketing on TikTok

Discover key insights from Jason Tatum, VP of Product at CallRail, on product management and innovation in MarTech. Learn about the importance of data-driven decisions, customer-centric development, and emerging industry trends in this enlightening interview. SHOWPAGE: www.ninjacat.io/blog/data-driven-product-innovation-in-martech  © 2024, NinjaCat 

Legal Mastermind Podcast's 2023 End of Year Recap Part II features Hamid Kohan, Chris Nelson, Dr. Wendy Ketner and Seth Meyer, and Jonathan Genish.More About Our Guests:Hamid KohanFeatured Episode: 225Bio: CEO and President of Legal SoftEpisode: legalmastermindpodcast.com/ep-224-hamid-kohan-the-scalability-of-ai-in-your-law-firm/Discussed:Adjusting to the Potential Capability of AIGenerational Reliance on Social MediaChris NelsonFeatured Episode: 233Bio: Senior Manager of Vertical Marketing at CallRailEpisode: legalmastermindpodcast.com/ep-233-chris-nelson-market-with-confidence-with-callrail/Discussed:CallRail's Vertical Marketing PlanHow CallRail Will Incorporate AI Capabilities in the FutureDr. Wendy Ketner and Seth MeyerFeatured Episode: 237Dr. Ketner Bio: Senior Vice President of Medical Affairs at Expert InstituteMeyer Bio: Managing Partner of Meyer Law Firm PLCEpisode: legalmastermindpodcast.com/ep-237-dr-wendy-ketner-seth-meyer-expert-witness-discovery-services-for-lawyers/Discussed:What is Expert Institute?The Science Behind Pertinent Mass TortsJonathan GenishFeatured Episode: 239Bio: Founder and Lead Trial Counsel at Blackstone LawEpisode: legalmastermindpodcast.com/ep-239-jonathan-genish-the-superstar-effect/Discussed:Defining SuccessHiring Superstars for Your Firm

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! www.servicebusinessmastery.com In this episode, we are joined by Chris Nelson of CallRail. Chris Nelson is a seasoned Marketing and Strategy leader with 15+ years in B2B and B2B2C, spanning SaaS to consumer durables. Transitioning from law, he excels in omni-channel marketing, customer engagement, and team leadership. In this episode, here's what you'll learn: What is CallRail? How CallRail boost marketing efficiency and cut costs for home services? How to increase returns on your marketing? How entrepreneurs can use this opportunity to level up and expand their businesses? CallRail revolutionizes lead tracking for businesses globally. With real-time insights, it streamlines marketing efforts, capturing every lead's journey for optimal ROI and enhanced customer engagement. If you enjoy the episode, please don't hesitate to leave us a review (5 stars preferably

Masami Middleton, CMO at CallRail, talks about how to harness the power of artificial intelligence to gain actionable insights from your sales calls. Call data provides a direct link to the voice of the customer and can help marketers create more impactful marketing campaigns that drive high-quality leads. And, with the technology available today, there's no need for marketers to spend hours listening to calls to extract valuable insights. Today, Masami discusses turning call data into marketing advantages. Show NotesConnect With: Masami Middleton: Website // LinkedInThe MarTech Podcast: Email // LinkedIn // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Masami Middleton, CMO at CallRail, talks about how to harness the power of artificial intelligence to gain actionable insights from your sales calls. Call data offers a treasure trove of insights on buyer intent, sentiment, customer language, etc. While most companies recognize its significance, they're unable to take advantage of call data without a solution that can extract those insights.Today, Masami discusses how you can unlock call data insights using artificial intelligence. Show NotesConnect With: Masami Middleton: Website // LinkedInThe MarTech Podcast: Email // LinkedIn // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.