Podcasts about CRM

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Curso GRATIS: "Ventas & CRM" https://aff.trypipedrive.com/CURSOGRATISActiva tus 7 Días de Prueba en "Club Cállate y Vende"https://www.detonadoresdevalor.com/clubcyvAccede a mi Curso Online "Cállate y Vende" con toda mi metodologíahttps://www.detonadoresdevalor.com/callateyvendeCurso GRATIS: "Gerente-Líder de Ventas"https://aff.trypipedrive.com/9k9mdm¿No tienes un CRM? Comienza tu prueba de 30 días GRATIS en pipedrive CRMhttps://aff.trypipedrive.com/adcampaignEn este episodio cerramos con la temporada de "salud mental para vendedores" hablando del famoso burnout, ¡Vamos a darle! Hosted on Acast. See acast.com/privacy for more information.

Need help turning a warm lead into a real opportunity? In this episode of The Dickie & Donny Show, BOP Business Coaches Shawn “Dickie” Stinson and Brandon “Donny” Gray tackle the F-word of sales—Follow-Up—and why it's the make-or-break skill most business owners ignore. Discover how to follow up without being annoying, what makes a lead perishable, and how to keep your pipeline fresh with consistent, value-driven touchpoints. You'll also learn: How to set clear expectations for follow-up before a meeting ends Why time kills all deals—and what to do about it The simple system Dicky & Donny use to stay top of mind How a spreadsheet (not a CRM!) can still liberate you from chaos Master follow-up strategies that build trust, move people forward, and ultimately, close the deal. Are you working IN your business or ON your business? Do you have all of the foundational elements that will liberate you from the business chaos? Take the assessment to find out which areas you can grow and improve on. Take our Healthy Owner Business Assessment HERE➡️ http://mybusinessonpurpose.com/healthy SIGN UP for our Newsletter HERE ➡️ https://www.boproadmap.com/newsletter For blogs and updates, visit our site HERE ➡️ https://www.mybusinessonpurpose.com/blog/ LISTEN to the Business On Purpose Podcast HERE ➡️ https://podcasts.apple.com/us/podcast/my-business-on-purpose/id969222210 SUBSCRIBE to our YouTube channel HERE ➡️ https://www.youtube.com/channel/UCbPR8lTHY0ay4c0iqncOztg?sub_confirmation=1

In this conversation, John Harcar interviews Nelson Morris, who shares his journey from HR and recruiting to becoming a successful real estate wholesaler and entrepreneur. Nelson discusses the challenges he faced in the real estate market, the importance of effective communication, and the creation of his new lead generation tool, Newly. He emphasizes the significance of follow-up in sales and the need for a structured CRM process. The conversation concludes with Nelson sharing his vision for Newly and the keys to his success in business. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

How will distributors thrive in the age of digital transformation, AI disruption, and customer experience redefinition?In this episode of Around the Horn in Wholesale Distribution, Ian Heller sits down with John Gunderson and Kevin to unpack the seismic shifts reshaping B2B sales strategy, channel alignment, and customer segmentation.With insightful commentary and bold predictions, the team explores the future of CRM-ERP integration, why distributors must evolve beyond legacy thinking, and how AI-powered selling is no longer optional; it's inevitable.What You'll Learn:Why many distributors are trapped in the “inside-out” mindset—and how to flip it for real growthThe biggest blind spot in traditional CRM strategy (and how AI Co-Pilots are changing that)How top-performing distributors use segmentation and persona-based selling to drive hidden revenueWhat manufacturers really want in channel partnerships todayPractical frameworks for modernizing your sales org—without losing your human touchEpisode Highlights:04:29 – The role of entertainment and personality in B2B podcasting 12:17 – Why segmentation is the missing link in most distributor sales strategies 23:40 – How “AI Co-Pilots” reshape the sales conversation 31:05 – A behind-the-scenes look at channel misalignment and how to fix it 41:18 – The value of CRM-ERP integration for surfacing hidden revenue 52:44 – Persona-based selling: what it is and why it matters 59:59 – A human-centric view of sales automation 1:08:22 – Predictions on the next phase of distributor evolutionMeet the Guest:John Gunderson is VP of Sales at Distribution Strategy Group and a veteran advisor to the wholesale distribution industry. With deep expertise in sales strategy, segmentation, and manufacturer-distributor alignment, John brings pragmatic insight to the digital transformation conversation.Tools, Frameworks, or Strategies Mentioned:AI Co-Pilot for SalesCRM-ERP IntegrationHidden Revenue DetectionPersona-Based SegmentationSales Automation Without Losing the Human TouchLeave a Review: Help us grow by sharing your thoughts on the show.Learn more about the LeadSmart AI B2B Sales Platform: https://www.leadsmarttech.com/ Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.

Kris welcomes Brett Neller, CEO of LineLeader by ChildcareCRM, to explore the real meaning of the customer journey in child care, and why it's critical for sustainable growth. Brett shares insights from his professional evolution, including how dropping his kids off at care centers helped him deeply understand the needs of operators. He and Kris talk about enrollment challenges, operational bottlenecks, mapping a full customer journey, and how automation can power human connection, not replace it.   They also discuss fear-based leadership, what small businesses often get wrong in scaling, and why “state-of-the-art” doesn't have to mean complicated. From CRM misconceptions to the power of unified data, Brett drops insight after insight on how to grow with intentionality, and why understanding your brand touchpoints matters now more than ever.   Key Takeaways: [6:49] Brett shares how he got started at LineLeader in 2018 and how the mission of the early childhood industry drew him in. [9:30] Brett explains how their offering goes beyond a CRM. [10:20] What is the customer journey really, and how does understanding it boost your enrollment? [12:18] Many small businesses are still using whiteboards and sticky notes to manage leads, and why that doesn't scale. [13:02] Brett breaks down what most get wrong in enrollment. [15:08] How automation can be a gift for parent experience, and why tech doesn't have to feel robotic. [16:07] Brett shares more about his family life, and how he and his wife rely on child care as well. [18:28] Fun fact — Brett grew up in a military family and moved many times throughout his childhood. [19:30] The biggest mindset shift for owners: from reactive to data-driven. [22:04] How to spot where you're losing families in your funnel. [25:55] The real ROI of mapping your journey: improved staff morale, better conversion, and clarity. [27:03] The “wow” experience. [30:31] Brett and Kris talk about the danger of fear-based leadership and the difference between helpful automation and shiny object syndrome. [34:17] Practical tips on how to start your journey mapping even with a small team. [39:45] What it really means to lead with empathy and insight.   Quotes: “I love the mission behind the space. I love having kids and then dropping my kids off every day at childcare centers. So every day I see operators. And it's been fun to live the professional journey in parallel with, you know, the personal journey of raising kids.” — Brett [6:46] “Our thesis is to provide the best unified platform experience for staff and parents from a digital experience perspective.” — Brett [10:12] “That's the most important aspect of the family journey when they're seeking care, is that you need to execute a great tour. If you don't, that's the make or break point, where a family is either like, I'm in or I'm out.” — Brett [23:02] “Yeah, you have to get your teams excited about engaging and selling your school. It shouldn't be a dirty word. We have the opportunity to serve this family. Sales is service, and so let's just use that service mindset and get our teams excited about being able to win that family over so that we can actually make a difference in the life of that child.” — Kris [28:19] “The first thing we generally ask is what's your customer journey, and have you mapped it out?” — Brett [33:09]   Sponsored By: ChildCare Education Institute (CCEI) Use code CCSC5 to claim a free course!   Mentioned in This Episode: Kris Murray @iamkrismurray The Child Care Success Company The Child Care Success Academy The Child Care Success Summit Grow Your Center Childcare Education Institute: use code CDARenewal22 to get $100 off your renewal LineLeader

Chad and Sami get creative as they discuss the product ideas they would potentially like to develop. Sami lays out his plan to rejuvenate the queuing system at theme parks, Chad has a bone to pick with his CRM tool, and the pair breakdown why success for a new business is not always as black and white as it might seem. — You can find Chad all over social media as @cpytel and Sami through his website (https://samibirnbaum.com). You can also connect with them both over on their LinkedIn pages - Chad (https://www.linkedin.com/in/cpytel/) - Sami (https://www.linkedin.com/in/samibirnbaum/). If you would like to support the show, head over to our GitHub page (https://github.com/sponsors/thoughtbot), or check out our website (https://podcast.thoughtbot.com). Got a question or comment about the show? Why not write to our hosts: hosts@giantrobots.fm This has been a thoughtbot (https://thoughtbot.com/) podcast. Stay up to date by following us on social media - LinkedIn (https://www.linkedin.com/company/150727/) - Mastodon (https://thoughtbot.social/@thoughtbot) - YouTube (https://www.youtube.com/thoughtbotvideo) - Bluesky (https://bsky.app/profile/thoughtbot.com) © 2025 thoughtbot, inc.

Two years ago at my first AppliedNet, in Las Vegas, I saw an amazing panel with Brenden Corr, Justin Goodman, Marissa Rutkowski, CIC, CRM, and Ryan Deeds (and I might be missing another panelist) had a very honest discussion about mental health. It was an amazing moment. People were crying both on the panel, and in the audience. Clearly this was a huge need! A few weeks later Heather Blevins CPCU, ITP, M. Ed. hosted a similar one at CPCU In2Risk and all of the sudden the Insurance world was finally talking about mental health. The panel at AppliedNet ended up directly leading to Brenden and Justin partnering to create Project55 to serve the mental health needs not only of insurance, but of our society in general. This is radically important! We have ALL been touched by the mental health crisis. If it's not you, it's someone you love. Project55 has built an amazing and professionally built toolkit to help us through this, and an amazing community.Project55: https://www.Project55.orgVideo Version: https://youtu.be/vBzSGGGT7iI

In this episode, Rosslyn and Mikyla dive deep into the essential software that every food photographer needs to stay organized, wow clients, and scale their creative business with confidence. From CRM tools and gallery delivery platforms to editing software and video production tools, they cover exactly what's working for them in 2025—and what's worth investing in now to land higher-paying clients. If you want to work smarter (not harder) and build systems that support your growth, this episode is for you.Key Takeaways:How HoneyBook helps streamline proposals, payments, and client trackingHow to simplify your social media scheduling with free tools like Metricool How ClickUp supports team collaboration, project planning, and creative shot prepHow Pixieset helps you protect and professionally deliver photo galleriesHow QuickBooks makes tax season easier for creative freelancersHow your choice of video editing tools depends on your business goalsHow building systems in advance can help you attract higher-paying clientsWhy consistency matters more than constantly switching platformsHelpful Links:HoneyBook – CRM for managing contracts, proposals, payments, and automationMetricool – Social media planning and schedulingClickUp – Project management and task trackingPixieset – Gallery delivery and image licensingLightroom Classic – Photo editingPhotoshop – Photo retouching and cleanupQuickBooks Self-Employed – Business expense and tax trackingPremiere Pro – Advanced video editingCapCut – Social video editingInShot – Mobile video editingTubeBuddy – YouTube SEO and keyword researchYour Money or Your Life (Book) – Referenced in time tracking discussion

In this episode, Alex Immerman, partner at Andreessen Horowitz, joins CJ to discuss the CFO role and how it's changing in the era of AI. He explains what the components of a company's AI agenda the CFO should own, how and where it should be leveraged in an organization, and why, if you're preparing to go public, AI needs to be mentioned in your S-1. He breaks down how the financial landscape differs greatly between AI-native SaaS companies and traditional B2B SaaS companies in terms of retention curves and gross margins, and how this relates to the ever-important LTV to CAC metric. As someone who has worked with prominent CFOs and interviewed many for a16z's portfolio companies, Alex also describes the qualities of a great CFO, and shares his favorite interview question, before discussing CFOs, CEO, and board dynamics.—LINKS:Alex Immerman on X (@aleximm): https://x.com/aleximmAlex Immerman on a16z: https://a16z.com/author/alex-immermanAlex Immerman on LinkedIn: https://www.linkedin.com/in/immermanAndreessen Horowitz: https://a16z.comCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:So You're Looking for a “Strategic” CFO? Bloomerang's Steve Isom on What That Really Means: —TIMESTAMPS:(00:00) Preview and Intro(02:19) Sponsor – Navan | NetSuite | Planful(05:52) What Separates Good CFOs From Great Ones(11:56) Questions Alex Asks When Interviewing CFOs for Portfolio Companies(15:17) How CFOs Should Engage With Investors During the Hiring Process(17:22) Sponsor – Tabs | Rippling Spend | Pulley(22:22) What a Great CFO-Investor Relationship Looks Like(24:46) The CFO-CEO-Board Dynamic(28:27) How the Role of a CFO Is Changing in the Era of AI(31:41) AI-Native Company Versus Incumbent for Finance Category Leader(33:49) Components of a Company's AI Agenda That the CFO Should Own(38:39) Why the LTV to CAC Metric Is So Important to Investors(41:13) LTV to CAC by Sector(42:41) The Importance of Gross Margin Adjusting Your CAC Payback(43:21 Retention and Churn Patterns in AI-Native Companies(45:23) Gross Margin in AI-Native Companies Versus Traditional B2B SaaS(50:11) What It Takes To Be a Public Company-Ready CFO Today(53:58) How IPO Expectations for the CFO Have Shifted in the Past Few Years(55:05) Wrap—SPONSORS:Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.#AINativeSaaS #a16z #CFO #LTVtoCAC #AIinSaaS Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

This episode is sponsored in part by Dalia—Talent teams are sitting on a powerful asset: candidate and lead data in their CRM. But knowing how—and when—to convert those leads into applicants and hires? That's the hard part. That's why Dalia is offering a free CRM Audit to help you unlock more value from the systems you've already invested in.…. Go to dalia.co/rectechcrm to get your free CRM audit today AND by jobcase, Jobcase is an online community where workers of all kinds – like hourly employees, tradespeople and healthcare technicians – access jobs, make connections, and support each other in any aspect of their work life.Visit jobcase.com/hire and tap into their 120 million strong  job seeker network Alright rec techies…..here's what's happening this week.  First up…WorkWhile, an AI-powered labor platform that matches businesses with reliable hourly workers, today announced that it has raised $23 million in Series B funding amid strong growth. https://hrtechfeed.com/flexible-work-matching-platform-lands-23m/ HR Tech today shared details of this year's Investor Experience and Pitchfest competition, which will take place throughout the event this September 16 – 18 at Mandalay Bay in Las Vegas. https://hrtechfeed.com/hr-tech-conference-pitchfest-is-back-for-2025/ LAS VEGAS — Workerbee, the agent-powered platform transforming enterprise hiring, today announced a strategic investment to accelerate growth, expand its trusted specialist community, and advance its AI-driven product infrastructure. The dollar amount was not listed.  https://hrtechfeed.com/workerbee-secures-strategic-investment-to-accelerate-agentic-ai-infrastructure-for-trusted-hiring/ JobSync, the leading recruitment marketing optimization platform, today announced the appointment of Blair Stock as its new Vice President of Client Strategy & Growth, effective this week. Stock will be instrumental in strengthening sales and client engagement while helping shape the company's overall revenue strategy and execution.  https://hrtechfeed.com/jobsync-adds-industry-sales-executive/ According to the Q3 2025 ManpowerGroup Employment Outlook Survey, the global Net Employment Outlook (NEO) stands at +24%. down just one point from last quarter and up two points year-over-year. https://recruitingheadlines.com/report-steady-hiring-plans-ahead-for-q3/

Quer escalar seu negócio digital com tráfego pago e atrair os clientes certos? No episódio de hoje, recebemos Matheus Folleto e Matheus Alves, especialistas em criação de estratégias de vendas e gestão de campanhas que já movimentaram mais de R$ 15 milhões em mídia paga, impactando mais de 500 negócios digitais.Com anos de experiência em performance e conversão, eles revelam as estratégias que usam para captar clientes, criar conteúdo que gera autoridade e escalar resultados no digital usando tráfego pago.O que você vai aprender:- Metodologia de funil Smart- Processo de vendas para captar clientes- Criação de conteúdo para formação de autoridade- Análise das métricas certas para cada objetivo- Importância de ter um CRM aquecido- O poder da humanização- As 2 formas de escalar suas campanhas no Facebook AdsE muito mais!Quer aprender com quem já fez centenas de negócios lucrarem no digital?Dá o play agora e comenta: qual foi o maior insight desse episódio?Nosso Instagram é @Kiwify

When I shared a carousel on Instagram titled “10 ‘Normal' Things I Didn't Know Were ADHD,” I had no idea it would resonate so deeply. Thousands of women flooded the comments with messages like, “I've never felt so seen,” and “Are you living in my brain?” and honestly, I felt the same way. That post didn't come from research or theory; it was my lived experience. In this episode, I'm pulling back the curtain on the surprising moment I discovered I have ADHD at 35 and how it's impacted every aspect of my life: from how I run my business to how I navigate motherhood. I share the signs I missed, the strengths ADHD gave me, the hidden challenges it created, and what I've experimented with to support my brain, like meds, movement, and microdosing. This is part personal story, part practical insight, and part love letter to every woman who's ever wondered why life sometimes feels harder than it “should.” If you've ever thought you were just “bad at life,” this episode is for you. Goal Digger Facebook Community: https://www.facebook.com/groups/goaldiggerpodcast/ Goal Digger Instagram: https://www.instagram.com/goaldiggerpodcast/ Goal Digger Show Notes: https://www.jennakutcherblog.com/how-my-adhd-entrepreneur-brain-built-my-business  Thanks to our Goal Digger Sponsors: Sign up for your $1/month Shopify trial period at http://shopify.com/goaldigger.  Find a co-host today at http://airbnb.com/host.  Transform your living space today with Cozey. Visit https://www.cozey.com: the home of possibilities, made easy. Move deals faster with an AI powered CRM your team will actually use. Visit https://monday.com/crm to learn more. Deposit or spend $5,000 in 90 days to earn up to $500 in rewards at ⁠mercury.com/goal⁠. Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard. Working capital loans provided by Mercury Lending, LLC NMLS ID: 2606284.

We all say we want support. But are we really ready to receive it? In this episode, Heather sits down with Dr. Ashley Blackington to talk about the invisible load modern women carry, especially those who are caregiving, leading, and over-functioning in every area of life. From burnout to decision fatigue, this conversation unpacks what it actually looks like to take your power back in emotionally uncomfortable ways. Here's what you'll hear:

While in Indianapolis, hashtag#NoVacancyNews caught up with Michael Hirschler of Staypineapple Hotels Inc. during an event with Cendyn to talk about how the company rebuilt their hashtag#hoteltech stack from the ground up—and why taking risks on emerging platforms was the right call. In this short and insightful interview, you'll hear:

Positionless marketing isn't just a framework—it's a return to how work once was: flexible, intuitive, and deeply human. In this episode, Phillip, Pini, and Optimove's VP of Product, Shai Frank, unpack how cultural mindset, military experience, and generative AI converge to create teams that move with speed and creativity.Listen to decode how technology and ambition together can strip away organizational friction, empower self-sufficient marketers, and dramatically improve customer experience. It's not about removing roles—it's about removing blockers.Key TakeawaysPositionless marketing is more cultural than structural. It's not about tearing down departments—it's about cultivating people who take initiative without waiting for permission. That mindset, modeled after Israeli military culture, is what truly drives speed and creativity."Big-headedness" is a feature, not a flaw. Shai introduces the idea of “big-headed” employees—those who embrace ambition without being told—as essential to modern teams. In fast-paced orgs, initiative is a strategic asset.Creative execution is no longer gated. With tools like Optimove's Canvas and embedded brand controls, marketers can produce polished, on-brand campaigns without relying entirely on designers or developers.CRM is shifting from broadcast to orchestration. Instead of blasting segments, marketers can now trigger context-aware journeys that consider history, behavior, and optimal timing—raising the bar for customer experience.AI isn't about acceleration alone—it's about ambition. When friction is removed from creative and technical processes, teams don't just move faster—they aim higher.Key Quotes“Being small-headed means you're just an order-taker. A big-headed person says, ‘You asked for A and B, but I saw it also needed C and D, so I did that—and prepped for E.' That's what we look for.” – Pini Yakuel“Who said the first message should be the one you send? We don't want to serve the first—we want to serve the best.” – Shai Frank“If it used to take eight weeks to get a campaign out, now it might take two days. That frees up time to actually be creative.” – Shai Frank“If you don't create good customer experiences, people will leave. This isn't a moral imperative—it's survival.” – Shai FrankAssociated Links:Learn more about Optimove's platformsLearn more about Positionless MarketingCheck out Future Commerce on YouTubeCheck out Future Commerce+ for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners!

SaaStr 807: Snowflake's CEO on the AI Data Cloud, Partner Strategy, and What's Next Join Sridhar Ramaswamy, CEO of Snowflake, and Jeremy Burton, CEO of Observe, in a comprehensive discussion led by SaaStr CEO & Founder, Jason Lemkin. Discover the inner workings of Snowflake's Board, the dynamics of strategic partnerships, and the evolving role of AI in data management. Learn how Snowflake aims to be the AI Data Cloud and how Observe integrates with Snowflake to provide scalable analytics. With detailed insights into the partnership strategies, future technological trends, and success stories, this conversation offers a blueprint for leveraging AI and data to drive business value. Don't miss out on the valuable lessons and future predictions shared by these industry leaders. ----------------- This episode of the SaaStr podcast is sponsored by: Attio This episode is brought to you by Attio — the AI-native CRM. Connect your email, and Attio instantly builds a powerful CRM - with every company, contact and interaction you've ever had. Get 15% off your first year at https://attio.com/saastr  ------------------ This episode of the SaaStr podcast is sponsored by: Attention.com Tired of listening to hours of sales calls? Recording is yesterday's game. Attention.com unleashes an army of AI sales agents that auto-update your CRM, build custom sales decks, spot cross-sell signals, and score calls before your coffee's cold. Teams like BambooHR and Scale AI already automate their Sales and RevOps using customer conversations. Step into the future at attention.com/saastr ------------------ Hey everyone, we just hosted 10,000 of you at the SaaStr Annual in the SF Bay Area, and now get ready, because SaaStr AI is heading to London! On December 2nd and 3rd, we're bringing SaaStr AI to the heart of Europe. This is your chance to connect with 2,500+ SaaS and AI executives, founders, and investors, all sharing the secrets to scaling in the age of AI. Whether you're a founder, a revenue leader, or an investor, SaaStr AI in London is where the future of SaaS meets the power of AI. And we just announced tickets and sponsorships, so don't wait! Head to SaaStrLondon.com to grab yours and join us this December in London. SaaStr AI in London —where SaaS meets AI, and the next wave of innovation begins. See you there!  

Julie Deem shares how you can lead with the heart and still be a strong leader.Key Takeaways:Know your heart's values.Protect your energy without closing yourself off.Feel your feelings.Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you!Learn more at: https://lyfquest.io/Instagram:USW Podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠⁠⁠Kalena James ⁠⁠⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠⁠⁠Julie Deem ⁠⁠⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠⁠⁠--------------------------------------------------USW Kokomo ⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠Production by ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠⁠⁠

What happens when your 15-person agency runs out of cash and you have to start over from scratch?On this week's episode of The RAG Podcast, I'm joined by Philippa Smith, founder of Silver Swan Recruitment, a luxury staffing agency for ultra-high net worth individuals.After growing her team to 15, COVID and poor cash flow caught up with her. In August 2024, she made the entire team redundant and scaled the business back to just herself.Nine months later, Philippa is now generating more than £1 million in pro-rata EBITDA. She's happier, more focused, and running a business built around lifestyle and profit, not just headcount.In this episode, we cover:How she pivoted her model to charge upfront and improve cash flowWhy personal branding has transformed her client relationshipsThe emotional cost of scaling too fastHow she's using podcasting and community to drive inbound growthThe upside of running a smaller, more agile agencyIf you're questioning whether scale is really the goal, this episode will give you a new perspective.Chapters00:00 Introduction to Silver Swan Recruitment02:04 Philippa's Journey into Recruitment07:52 Transition to Silver Swan Recruitment10:00 Growth and Challenges in Recruitment18:22 The Impact of COVID-19 on Business22:01 Navigating Revenue Challenges24:05 Strategies for Business Development24:17 Building the Team: Structure and Challenges25:08 The Turning Point: Running Out of Money27:19 Facing Reality: Making Tough Decisions30:01 The Aftermath: Adjusting to Change32:10 Rebuilding: A New Business Model34:12 Commitment to Change: Charging Upfront39:04 Success Redefined: Filling Roles Effectively41:21 The Power of Personal Branding46:47 The Power of Podcasting in Recruitment49:00 Building Communities for House Managers52:58 Creating Value Through Events and Networking56:58 The Balance of Work and Personal Life01:01:02 Lessons Learned and Future Aspirations__________________________________________Episode Sponsor: AtlasYour memory isn't perfect. So Atlas remembers everything for you. Atlas is an end-to-end recruitment platform built for the AI generation. It automates your admin so you can focus on the business tasks that matter. How many conversations do you have every day? With clients. Candidates. Your team. Service providers.Now how many of those conversations can you recall with 100% accuracy? How many hours a week do you spend making notes to try and retain as much as possible? And how much is still getting lost along the way? Traditional CRM systems weren't built for the type of recruitment business you're running right now. They were built to rely on the structured, tagged, categorised, and formal data you could feed it. Manual processes that needed you to input specific information, based on specific questions and answers. But what about all the other conversations you're having every single day? Atlas isn't an ATS or a CRM. It's an Intelligent Business Platform that helps you perform 10X better than you could on your own. How? By removing all your low value tasks, acting as your perfect memory, and providing highly relevant recommendations to impact your performance. Learn more about the power of Atlas – and take advantage of the exclusive offer for The RAG listeners – by visiting https://recruitwithatlas.com/therag/ __________________________________________Episode Sponsor: HoxoRecruitment agency founders - this one's for...

The Advisory Board PodcastEpisode: Confidence, Culture & the Blushington WayGuest: Natasha Cornstein, CEO of Blushington HoldingsSponsored by: ClientTether – the smart way to grow your franchise.What do luxury beauty, Broadway, and power listening have in common? Natasha Cornstein, CEO of Blushington Holdings, joined us on this episode to share how a next-gen beauty brand is setting the gold standard—not just for glam, but for how businesses should listen, lead, and scale with soul. Beauty with a MissionNatasha might not be the founder, but she's the visionary CEO behind Blushington's bold expansion. With locations in NYC and upcoming launches in Boca Raton and Houston, Blushington isn't just serving makeup and blowouts—they're serving confidence in a glass of champagne (or sparkling water, if that's your vibe). The mantra? Confidence looks great on you.Customer Experience = Business StrategyFor Blushington, customer experience isn't fluff—it's strategy. Natasha broke down how every detail, from hair washes to tone of voice, is engineered to make guests feel heard, seen, and celebrated. And we're not just talking lipstick and lashes. We're talking about a culture of power listening—a practice that's been baked into the DNA of the brand since day one.What's “Power Listening” Anyway?It's not your average active listening. Power listening means really hearing—without interrupting, without ego, and with the intent to understand, not just respond. It's how Natasha leads her team, trains artists, and builds loyalty both in-store and across her franchise network. The results? Artists feel valued, customers feel heard, and services like wig styling (yes, wigs!) are born from team ideas that rise to the top.Diversity and Inclusion: Not Just a TaglineBlushington's commitment to inclusivity isn't performative—it's operational. From inventory to training, their team is equipped to serve all women: all skin tones, hair textures, and backgrounds. This isn't new for them—it's who they've been since 2011.Franchising with HeartTransitioning from a corporate model to franchising, Natasha is all about balance: structure meets creativity. With powerhouse partners like iFranchise and Baker McKenzie onboard, she's building a franchise culture that values the operator's insights as much as the playbook. Her franchisees? Often customers first. Loyal to the experience, now committed to scaling it.Bonus Round: Glam Meets BroadwayFun fact: Natasha's husband is co-producing a Broadway show, Take a Banana for the Road with Jeffrey Ross, opening this August. So if you find yourself in NYC, you might just catch some blush, a blowout, and a standing ovation all in one trip.Listen in to hear how beauty, business, and culture intersect—beautifully. And thank you again to ClientTether, for sponsoring today's episode and supporting smarter franchise growth through automation, lead nurturing, and CRM tools designed for brands that want to scale with impact.

Most sales teams are working with bad data—and it's costing them revenue. In this episode of the Measure Success Podcast, Robert Kall, CEO of Cien, explains how AI-powered sales intelligence is helping companies clean up their CRM data, improve forecasting, and drive more conversions. Key insights: ✅ How bad sales data hurts revenue growth ✅ Why most CRM data is inaccurate—and how to fix it ✅ How AI helps sales teams improve forecasting and performance If you want to eliminate bad sales data and unlock more revenue, don't miss this episode. Interested in becoming a podcast sponsor? https://calendly.com/erin-gibney/15-minute-meeting-sponsors  

Let's be real, Bestie—if you've ever said “I need more leads,” but your follow-up game is basically crickets... we need to talk.

In this must-listen episode of the Millionaire Car Salesman Podcast, hosts Sean V. Bradley and LA Williams sit down with Justin Rody, CFO of Kalispell Auto Group, to discuss the critical leadership lessons and strategies that have shaped his journey from Internet Director to C-suite executive. This episode is especially important for anyone in the automotive industry looking to navigate the evolving landscape of dealership operations. "The Internet and phones are the new showroom.” Justin dives into the often-underappreciated roles of Internet and BDC departments, shedding light on their vital contribution to modern sales success. With years of experience under his belt, he offers valuable insights on process adherence, the influence of one-price sales strategies on customer satisfaction, and the innovative community engagement tactics that can drive customer loyalty, like car raffles in partnership with local schools. "If somebody's throwing an Internet manager into a position that hasn't sold a car or been involved in sales, it's not the right thing to do." This episode is packed with actionable advice for dealership leaders and sales teams alike, offering a roadmap to creating a customer-focused, value-driven dealership that thrives in today's competitive market. Don't miss out—this conversation is a game-changer! Key Takeaways: ✅ Having experience in sales and management roles can significantly enhance the effectiveness of Internet and BDC managers. ✅ Cultivating a culture of process adherence is crucial for dealership success and customer satisfaction. ✅ Implementing a one-price sales model can streamline operations and build trust with customers, although it requires a strong value proposition. ✅ Community involvement and charitable initiatives are vital in establishing a dealership's reputation and fostering long-term customer relationships. ✅ Leveraging technology, such as AI for CRM and lead management, can optimize dealership efficiency and profits.   About Justin Rody Justin Rody is the Chief Financial Officer at Kalispell Auto Group in Montana. With a deep-rooted background in automotive sales, he began his career by immersing himself in various roles within dealerships, from internet director to executive positions. His connection with the auto industry dates back to a family legacy, with experiences ranging from washing cars in his grandfather's small car dealership to managing an auto racing track. Justin brings a wealth of knowledge and a strong emphasis on process and customer satisfaction to his current role overseeing Ford, VW, and Toyota dealerships within the group.   The Importance of Internet Sales Savvy: Transforming Automotive Dealership Leadership Key Takeaways Foundation of Experience: For an Internet Director to truly excel, they should have tangible experience in BDC roles, sales, and management. One-Price Dealer Model: Establishing a one-price, no-negotiation dealership fosters a streamlined process and builds trust with consumers. Community Engagement: Successful dealerships integrate community involvement into their business model, benefiting both local organizations and the dealership's reputation.   Rethinking Internet and BDC Management in Dealerships In today's fast-evolving automotive landscape, the role of the Internet Director holds significant weight. Yet, despite its importance, this position often lacks due recognition and appropriate resourcing in many dealerships. According to Justin Rody, a former Internet Director turned CFO, one core issue is placing individuals in these roles who haven't experienced the hustle and nuance of direct car sales. "It's almost like setting the person up for failure," Rody articulates, highlighting that the Internet manager should ideally have sales experience to truly grasp the complexities of the car buying process. Sean V. Bradley, in the podcast, shares a strong sentiment: "How can you tell me as a salesperson or a manager what to do, when to do it, how to do it? And you've never even taken up before." This speaks to the critical need for online and BDC managers to have firsthand sales and customer service exposure. Forcing a person into a managerial role without proper preparation or experience diminishes their potential for success and hampers dealership effectiveness. The overarching benefit here is clear. If Internet directors are equipped with comprehensive industry knowledge and hands-on experience, they can lead with authority, improve Internet sales integration, and foster a harmonious relationship with sales teams. Such a coherent setup not only boosts morale but lays the groundwork for more innovative sales strategies and efficient processes within the dealership.   The One-Price Model: Revolutionizing Consumer Trust and Efficiency The concept of a one-price store disrupts traditional dealership tactics by eliminating the negotiation phase that's been a cornerstone for many. When executed correctly, it not only streamlines the car-buying process but enhances the dealership's transparency and trust. Justin Rody testifies, "We haven't negotiated one car deal since 2007." For his dealership, the firm pricing strategy removes uncertainties and accelerates buying decisions. Bradley underscores how this aligns with efficiency, noting that "anything that elongates the process is counterproductive; taking 10 minutes to cook minute rice is a waste." The one-price model offers peace of mind to both customers and salespeople. By setting clear expectations, it ensures swift transactions and nurtures a reputation of honesty and reliability—an irresistible draw for many buyers. Moreover, this model aligns with broader automotive consumer trends where digital interaction and swift, transparent transactions are increasingly valued. By curtailing the negotiation process, dealerships can dedicate more resources to enhance the customer's buying journey, reinforcing loyalty and repeat business. Community Engagement: Enhancing Reputation and Building Trust Supporting local communities is more than just good public relations for car dealerships; it's a business imperative that boosts brand reputation and customer loyalty. Justin's dealership exemplifies this by engaging deeply with the community, notably through their innovative school car raffle initiative that has raised significant funds annually for local schools. As Rody shared, “That generated somewhere…like 50 to $80,000 of money that goes right to the general fund of the school." This initiative taps into the mutual benefits of a strong community-dealer relationship. For the dealership, it means fostering a positive public image and engendering goodwill among potential customers. It acts as a reciprocal arrangement where the community feels valued and wishes to support a business that shares its success. The concept is simple: when dealerships give back, they create an emotional connection, which is priceless in building long-term customer relationships. Moreover, integrating these acts of service into the dealership's marketing strategy by showcasing on platforms and websites bolsters SEO and web presence, ensuring potential customers notice the dealership for not just their cars but their values. Justin Rody's journey from an Internet Director to CFO within a dealership illustrates the transformative potential of industry experience when placed in strategic roles. His emphasis on transparent practices, streamlined processes, and community involvement paints a clear picture of a sustainable path forward for modern dealerships. By addressing both internal structure and external engagement, dealerships have the opportunity to cultivate enduring success in a competitive automotive market.     Resources: Podium: Discover how Podium's innovative AI technology can unlock unparalleled efficiency and drive your dealership's sales to new heights. Visit www.podium.com/mcs to learn more!   Dealer Synergy & Bradley On Demand: The automotive industry's #1 training, tracking, testing, and certification platform and consulting & accountability firm.   The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry! With over 29,000 members, gain access to successful automotive mentors & managers, the best industry practices, & collaborate with automotive professionals from around the WORLD! Join The Millionaire Car Salesman Facebook Group today!   Win the Game of Googleopoly: Unlocking the secret strategy of search engines.     The Millionaire Car Salesman Podcast is Proudly Sponsored By: Podium: Elevating Dealership Excellence with Intelligent Customer Engagement Solutions. Unlock unparalleled efficiency and drive sales with Podium's innovative AI technology, featured proudly on the Millionaire Car Salesman Podcast. Visit www.podium.com/mcs to learn more!   Dealer Synergy: The #1 Automotive Sales Training, Consulting, and Accountability Firm in the industry! With over two decades of experience in building Internet Departments and BDCs, we have developed the most effective automotive Internet Sales, BDC, and CRM solutions. Our expertise in creating phone scripts, rebuttals, CRM action plans, strategies, and templates ensures that your dealership's tools and personnel reach their full potential.   Bradley On Demand: The automotive sales industry's top Interactive Training, Tracking, Testing, and Certification Platform. Featuring LIVE Classes and over 9,000 training modules, our platform equips your dealership with everything needed to sell more cars, more often, and more profitably!  

In this conversation, John Harcar interviews Jared Hart about the integration of AI in the mortgage industry. Jared shares his journey from being a loan officer to developing AI-powered tools that assist loan officers in managing their processes and engaging with clients. The discussion covers the challenges of software development, the importance of utilizing technology, and the common mistakes loan officers make. Jared emphasizes the significance of persistence and having a clear goal in business, while also highlighting the value of maintaining a robust database for client follow-up. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Today, I'm bringing back one of the most practical episodes from the Business-First Creatives archive—Episode 123 from my original Video Visibility Series. We're talking about three simple client experience videos that build trust, improve communication, and help you stop repeating yourself. If you've been leaning into email lately (like many of us), this replay is your reminder that video deserves a place in your backend too.These videos can slot right into your forms if you are a Dubsado or Honeybook user, or linked elsewhere inside your workflows for another CRM—and once you make them, they keep working for you 24/7.Find It Quickly00:00 – Why this old episode still hits hard (and why I'm bringing it back now)01:19 – The sneaky client experience gap most creatives overlook03:49 – A mindset shift that makes recording video feel way less scary03:59 – The video that builds trust before you ever reply to an inquiry06:35 – Could this simple video replace your entire sales call?08:38 – The most underrated way to increase client satisfaction (with one video)10:26 – Bonus tip: How to turn these private videos into SEO boosters12:04 – Your process might need a totally different video—here's how to figure it out12:27 – Should I make a full series on client experience videos? (Tell me!)Links MentionedEpisode 207 – How to Nail Your Offer IntroductionCRM Blueprint for CreativesEmail Like You Mean ItFollow me on Threads

Feel like an Account-Based Prospecting expert yet? If not, you'll get there in no time.In this Tactical Tuesday episode, Sam and Vivien are back to dive a bit deeper on ABP — this time getting into advanced strategies like job-based prospecting tactics, tapping into niche markets, and leveraging CRM systems effectively in your bizdev efforts. Like in most things recruitment-wise, the conversation really comes back to just how important it is to build — and maintain — a warm approach. Building relationships > pitch-slapping, every time. Chapters:00:00 - Becoming an expert in account-based prospecting for recruitment02:50 - A practical guide to job-based business development06:08 - How to dominate your recruiting niche for better candidate sourcing09:10 - How account-based prospecting transforms your client pipelineExplore all our episodes and catch the full video experience at loxo.co/podcastBecoming a Hiring Machine is brought to you by Loxo. To discover more about us, just visit loxo.co

Episode 098: This week, Kyle Van Pelt talks with Carrie King, Partner and Chief Compliance Officer at UlImann Wealth Partners. A former restaurateur turned finance professional, Carrie brings a service-driven mindset to wealth management—prioritizing simplicity, optimism, and disciplined planning. With over two decades of experience spanning hedge funds, trading desks, and advisory firms, she now helps lead a holistic, client-centered practice that supports families through life's most complex transitions. Kyle and Carrie discuss how Ullman supports clients through these transitions by staying grounded in simplicity, optimism, and practical discipline. Carrie also discusses the firm's core values, how they integrate books into company culture, and the evolving role of compliance in an AI-driven world.  In this episode: (00:00) - Intro (02:59) - Carrie's money moment (05:37) - The importance of core values in company culture (09:08) - Reframing compliance through optimism and simplicity (11:02) - Ullmann Wealth Partners' Divorce Advisory Group (12:54) - Building relationships with Centers of Influence (COI) (17:42) - Making complex projects simple (19:30) - What makes a great CRM (23:13) - Ullmann's tech stack (25:53) - Why texting is such a taboo for regulators (28:04) - Carrie's outlook on the future of the industry (30:46) - Carrie's Milemarker Minute Key Takeaways Building your firm around core principles like discipline, simplicity, optimism, and professional advice isn't just good branding—it creates a shared language that guides decision-making, shapes culture, and helps clients stay focused during uncertainty. Compliance isn't just about rules—it's about protecting clients and building trust. A proactive, optimistic approach to compliance can strengthen your firm's culture and help you deliver better service across the board. Before adopting new tools like CRMs or AI platforms, prioritize peer insights over sales pitches. Talk to other firms, ask about pitfalls, and be methodical in your rollout—technology should support your process, not disrupt it. When building relationships with centers of influence (COIs), don't just tell them what you do—show them. Invite them into your client meetings, let them experience your planning firsthand, and trust that authenticity will speak louder than any pitch. Quotes "This business is working with people day in and day out. And when you see that in practice, there's nothing more fulfilling than that." ~ Carrie King "You don't need to do crazy investment strategies, trading options, or all these other things. The most important thing for people is coming up with a financial plan and helping them stick to it, especially in times of turbulence when there are unexpected consequences." ~ Carrie King "The ultimate end goal of compliance is to protect the client—protect them from scams, and protect them from fraud." ~ Carrie King Links  Carrie King on LinkedIn Ullmann Wealth Partners Brian James Glenn Ullmann Landing a Smooth Retirement Move Forward Confidently Patrick Kilbane Caitlin Frederick Getting Things Done Factfulness Jump AI MyRepChat Merrill Lynch Raymond James Wells Fargo Mercer Advisors Creative Planning Hightower Advisors Unreasonable Hospitality An Unfinished Love Story Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

What if the path to more wealth, clarity, and success wasn't about pushing harder but about shifting how you show up entirely? I'm so thrilled that Mimi Bouchard is back on the show. You might remember her from Episode 771 where we talked about manifestation and building a life you're obsessed with. Since then, she has evolved in a big way, and so has her work! Mimi is the founder and CEO of Activations (formerly Superhuman), a motivational audio platform that's completely reimagining how we approach mindset work.  Head to https://activations.com/goaldigger to start your 14-day free trial and a HUGE discount on your Activations subscription! In today's conversation, we're digging into what it actually looks like to align with your goals, how to break free from hustle mode, and what it means to build wealth and success from the inside out. And be sure to listen to this episode all the way to the end, because you'll get to hear for yourself how life-changing these activations can be. Mimi is sharing with us an activation all about manifesting your way to $10,000, and you don't want to miss it! Goal Digger Facebook Community: https://www.facebook.com/groups/goaldiggerpodcast/ Goal Digger Instagram: https://www.instagram.com/goaldiggerpodcast/ Goal Digger Show Notes: https://www.jennakutcherblog.com/activations-to-manifest-wealth-and-abundance  Thanks to our Goal Digger Sponsors: Sign up for your $1/month Shopify trial period at http://shopify.com/goaldigger.  Find a co-host today at http://airbnb.com/host.  Transform your living space today with Cozey. Visit https://www.cozey.com: the home of possibilities, made easy. Move deals faster with an AI powered CRM your team will actually use. Visit https://monday.com/crm to learn more. Deposit or spend $5,000 in 90 days to earn up to $500 in rewards at ⁠mercury.com/goal⁠. Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard. Working capital loans provided by Mercury Lending, LLC NMLS ID: 2606284.

Curso GRATIS: "Ventas & CRM" https://aff.trypipedrive.com/CURSOGRATISActiva tus 7 Días de Prueba en "Club Cállate y Vende"https://www.detonadoresdevalor.com/clubcyvAccede a mi Curso Online "Cállate y Vende" con toda mi metodologíahttps://www.detonadoresdevalor.com/callateyvendeCurso GRATIS: "Gerente-Líder de Ventas"https://aff.trypipedrive.com/9k9mdm¿No tienes un CRM? Comienza tu prueba de 30 días GRATIS en pipedrive CRMhttps://aff.trypipedrive.com/adcampaignNuestra mentalidad puede ser una herramienta o un lastre para conseguir nuestros resultados, en este último episodio de la temporada de salud mental en ventas te comparto puntos sumamente relevantes para que nuestra mente nos ayude a cumplir aquello que buscamos. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Matthew James and Timmy Hendrickson are joined by Nalin Senthamil, Founder and CEO of Storylane, to discuss the future of pre-sales and AI driving influence beyond pipeline. They explore how demo automation is transforming the self-serve buyer experience, the changing role of solutions engineers, and how AI can create 10X impact in pre-sales workflows. Nalin shares insights on leveraging AI for demo personalization, managing complex product integrations, and why the traditional discovery call may be dying. To join the show live, follow the Presales Collective's LinkedIn page or join the PSC Slack community for updates. The show is bi-weekly on Tuesdays, 8AM PT/11AM ET/4PM GMT. Follow the Hosts Connect with Matthew James: https://www.linkedin.com/in/matthewyoungjames/ Connect with Timmy Hendrickson: https://www.linkedin.com/in/timmyhendrickson/ Connect with Nalin Senthamil: https://www.linkedin.com/in/nalinpradeep/ Links and Resources Mentioned Join Presales Collective Slack: https://www.presalescollective.com/slack Storylane: https://www.storylane.io/ Timestamps 00:04 Welcome 01:08 Nalin's background and founding Storylane 03:08 What does a self-serve buyer experience look like? 08:18 How AI has changed presales 13:40 Training AI agents to answer technical questions 17:02 AI testing customer scenario 19:28 Overlooked use cases for demo automation 26:30 One workflow where AI can create 10X impact today Key Topics Covered The Death of Discovery Calls Why buyers are coming to conversations already educated How self-serve experiences span the entire buying journey The role of AI sales agents in initial discovery The Four Categories of SE Work Relationship building and strategic solutioning Demo delivery and POC management Administrative tasks and CRM updates Knowledge sharing and product insights AI as an SE Sidekick Demo preparation and tailoring automation Administrative task reduction Strategic thinking enhancement rather than replacement Demo Automation Use Cases Supporting different AE to SE ratios Managing complex product integrations Upsell and expansion opportunities Micro-demos for specific features Training AI for Technical Questions Leveraging tribal knowledge from Slack, Google Drive, and call recordings Importance of data quality and curation Automatic ingestion of organizational knowledge The Future of Pre-Sales AI enabling faster iteration and personalization Strategic partnership between CS and pre-sales for upsells The evolution from technical support to strategic advisory roles  

Laura Kay Shealy, the dynamic Senior Vice President and National Sales Manager for Watermark TPO, shares her unique insights on the revolutionary shifts in the mortgage industry. From her humble beginnings in the Midwest, where 4-H honed her organizational and communication skills, to her strategic "52 mindset" approach, Laura's journey is a testament to resilience and goal-setting. Learn how a weekly focus on singular objectives not only enhances productivity but also garners national recognition, as Laura unveils her personal formula for success amidst industry changes fueled by technology and AI.  Leadership and team culture take center stage as Laura candidly discusses the transformation of her leadership style from a directive approach to one of empowerment and collaboration. She recounts her path to understanding that true leadership involves nurturing a supportive, diverse team where individuals feel valued beyond financial rewards. This exploration of team dynamics underscores the profound impact of fostering a culture of connection, care, and diversity, highlighting how such an environment propels long-term success and unwavering commitment.  Lastly, the episode unpacks the unexpected benefits of venturing beyond traditional career paths, emphasizing the transformative power of networking and CRM systems. Laura recounts the surprising rewards of starting a podcast and how her network catalyzed her professional growth. Despite initial resistance, her embrace of CRM systems demonstrates their vital role in organizing and enhancing sales activities. Through meaningful connections and an open mind to new experiences, Laura's journey reveals the profound impact of building relationships both personally and professionally.  Laura Kay Sheely is one of the most dynamic and influential emerging leaders in the mortgage industry today. She is the Amazon Best-Selling Author of The 52 Mindset, a recipient of the prestigious 40 Under 40 award in finance, and was named a 2020 Woman with Vision for her trailblazing impact on the industry.  Her highly anticipated second book, Career Quake, is set for release in September, promising to empower professionals navigating today's rapidly evolving landscape.  As CEO of The 52 Academy, Laura Kay mentors' business leaders and sales professionals nationwide through her innovative, week-by-week approach to personal transformation and strategic networking. In addition to leading at the academy, she continues to shape the mortgage industry in her role as Senior Vice President of National Sales at Watermark TPO.  A gifted educator and powerful speaker, Laura Kay contributes to the future of the sales industry by teaching professionals across the country how to deepen connections to drive revenue growth. Her insights on sales, networking, and business development continue to inspire and elevate professionals at every stage of their careers.    Quotes:  "In the fast-evolving mortgage industry, resilience and goal-setting are your compass—my '52 mindset' approach ensures each week is a step toward national recognition."  "True leadership isn't about wielding power; it's about empowering your team and fostering a culture of connection and diversity."  "The most rewarding part of my journey has been venturing beyond traditional career paths—networking and CRM systems have transformed my professional growth."  "Building a successful team is like creating a balanced ecosystem—it's not just about skills, but also about diverse personalities and shared values."    Links:  Buy the Book on Amazon or Audible: https://www.amazon.com/52-Mindset-Week-Week-Extraordinary/dp/1736521608/ref=sr_1_1?crid=TN7CPOZ9IWK&dib=eyJ2IjoiMSJ9.jfoKZgbQfblKMgJBEjDL6-4lHrqNLZs_5Lz2BJeDc4IS-2GpS0Dv11vXO1BROlEystZGC9kDNq7VkBz8I8cs0dz2MbMXjNfRXRPnterwm-7qUYRbr8WQVtS844zybcUU-pBGlqO88fnjUmNFNhq2nGcaY_RzzpResJP6P1ohHYqBmGQpEPkDU65y4PUXAplKWaS7Sz7R3hruc15fHPRnQLwGkWYYrowqSSimlHYlSIg.AJZ7hLw6MrAg6SrDKW8fBw-mP_NxvQYfFFDNQetE34k&dib_tag=se&keywords=The+52+Mindset&qid=1748461097&sprefix=the+52+mindse%2Caps%2C128&sr=8-1 LinkedIn: https://www.linkedin.com/in/laurakaysheely52/ Website: https://52academy.com/ Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ Tired of your CRM sucking the life out of your team? Visit https://crmshouldntsuck.com to get the book, get your CRM Impact Score, and discover how to rescue your system—and your sanity.

Nicolas Christiaen, CEO & Co-Founder at Donna, and Jimmy Illioham, GM at LINKITSYSTEMS. We chat about Donna, the perfect AI sales assistant for sales reps on the go. There are few episodes where I'm literally going "When can I have this?" and this was one of those episodes! Having trouble getting your sales people to fill in the CRM? This is the solution and they'll love it too. This might be my favorite applied use of AI for business! A CANNOT MISS EPISODE!Donna: https://askdonna.com/Nicolas Christiaen: https://www.linkedin.com/in/nicolaschristiaen/Jimmy Iliohan: https://www.linkedin.com/in/jimmy-iliohan/Video Version: https://youtu.be/ayPrT9DXYOU

If you work for a software company, odds are that people make up 80-90% of your business's costs. Today's guest argues that in order to effectively manage a company's greatest asset, the CFO should be heavily involved in shaping the company culture. Bill Tole is the CFO of TrustRadius, a trusted platform where tech buyers find real reviews. He is skilled in creating structures around ambition and breaks down how TrustRadius creates and implements Objectives and Key Results (OKRs). He explains how they differ from KPIs, why they fail, and how to set aggressive but achievable goals. He discusses the Rule of 40 and why it's essential for the rest of the company to understand it. Bill also shares how CFOs can influence culture from a finance perspective and why a lack of failure is a cause for concern.—LINKS:Bill Tole on LinkedIn: https://www.linkedin.com/in/bill-tole-0a99789/TrustRadius: https://www.trustradius.com/15Five: https://www.15five.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:Less but Better: Miro's Justin Coulombe on the Power of Strategic Divestment in SaaS: —TIMESTAMPS:(00:00) Preview and Intro(02:15) Sponsor – NetSuite | Planful | Tabs(06:00) TrustRadius's Business Model(09:20) OKRs at TrustRadius and Finance's Role in Them(14:07) Finance's Role in Asking the Stupid Questions(15:58) Sponsor – Rippling Spend | Pulley | Navan(20:10) How To Set Aggressive but Achievable Goals(23:19) The Ideal Number of OKRs(24:21) Leaving Room for Failing or Innovating(25:57) OKR Derivatives at Department Level(27:36) Why OKRs Fail(28:55) Rewriting or Killing Off an OKR Mid-Way(29:51) Where To Track Your OKRs(32:03) Applying the Rule of 40(34:39) Educating the Org on the Rule of 40(37:34) EBITDA Versus Free Cash Flow for Calculating Rule of 40(39:24) The CFO As the Culture Leader(43:21) Using Money To Change the Culture in a Positive Way(45:42) Mistakes CFO's Make When It Comes to Culture(47:06) Long-Ass Lightning Round: Why Failure Is Okay(51:41) Advice to Younger Self(53:44) Finance Software Stack(55:12) The State of SaaS Fragmentation or SaaS Sprawl(57:28) Craziest Expense Story—SPONSORS:NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.#failure #companyculture #OKR #KPI #Ruleof40 Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Episode 155. As a signing service owner, I can tell so many notaries do not read the special instructions. Because we're asked questions that we specifically address. I'll share how I note special instructions per order to make me a preferred peak signing agent.The following link will take you to our Podcast links, YouTube, social media, and email:https://linktr.ee/peaksigningSupporting our sponsors supports the podcast:CRM: https://learn.loansigningsystem.com/masterclass-5998?am_id=derek68631-on-1 Notary Coaching: https://notarysuccesspath.com/coaching-program448866?am_id=derek820Loan Signing System http://loansigningsystem.com/?afmc=3ewComplete Notary Mentorship https://www.loansigningsystem.com/notary-signing-agent-mentorship.html/?afmc=3ewNotaryAct Ejournal https://register.notaryact.com/peaksignings/

How Medicare Special Needs Plans Are Changing—and How Agents Can Support Clients NowRecent shifts in Medicare Special Needs Plans (SNPs), especially those affecting dual-eligible (D-SNP) beneficiaries, are causing ripples both for insurance professionals and the vulnerable individuals they serve. In this episode of Insurance Business Babes, Kathe Kline and Joanna Wyckoff break down what's ahead and offer actionable strategies for agents to stay ahead of these changes.Understanding the Major Benefit ReductionsBeginning in 2026, CMS regulations will roll back many popular ancillary benefits for D-SNPs—including the much-loved grocery card. While chronically ill SNP beneficiaries (C-SNPs) may still qualify for these extras, dual-eligible clients will see notable losses. For many low-income individuals, these grocery benefits made up a crucial portion of their monthly "income," so the impact will be significant.Why This Matters: Client and Agent ImplicationsThe removal of grocery and ancillary benefits doesn't just hurt consumers; insurance agents relying on those “perks” to showcase plan value will need to adjust their approach. The focus will have to return to the medical coverage itself—maximum out-of-pocket costs, plan networks, and real medical needs—rather than the shiny add-ons.Compliant Communication: Getting Ahead of the CurveRegulation limits how and when agents can warn clients about specific plan changes. However, Kathe and Joanna recommend proactive and compliant communication:Send out educational newsletters focusing on national policy or regulation shifts, not plan specifics, to maintain compliance.Create video content raising awareness about upcoming regulatory changes, with clear calls-to-action for annual reviews.Segment your outreach using a CRM to target only affected D-SNP clients, avoiding unnecessary concern for unaffected beneficiaries.Building Resourcefulness for ClientsLosing financial help through Medicare plans means clients may turn to other social supports. Agents can add value by compiling local and national resources—food banks, utility assistance, community gardens, and home-sharing services—to include in their outreach.Time to Be the Trusted AdvisorAs we move towards AEP and beyond, insurance professionals must reclaim their role as consultants rather than benefit brokers. Proactively supporting clients through these changes—with information, empathy, and local resources—will protect your book of business and earn long-term trust.This episode is sponsored by ⁠CertifiedMedicareAgents.com⁠. Use the coupon code BABES2024 for a free lifetime BRONZE membership.

Osaic's Technology Solutions Consultant Aida Dillman speaks with a highly seasoned assistant about how technology platforms should be used when dealing with life events of your financial clients. Listen as they discuss platforms such as Redtail, MyRepchat, and PreciseFP.  Also hear how digital signature can enhance your practice and make life much easier for your clients, increasing the loyalty and strength of your relationships.

This episode of the Transform Sales Podcast, Sales Software Review Series, features Sebastião Zaragoza, Chief Commercial Officer at GetVocal.ai. Sebastião explains how GetVocal's AI-powered phone agents revolutionize call center, sales, and customer service operations by effectively managing high call volumes without expanding staff. He highlights how GetVocal AI agents operate 24/7, seamlessly integrate with existing CRM systems, support multiple languages, and offer immediate response capabilities, significantly enhancing customer satisfaction and operational efficiency. Sebastião discusses key differentiators, such as GetVocal's advanced conversational intelligence, continuous learning capabilities, and easy integration with diverse tech stacks. Discover how GetVocal not only dramatically reduces response times but also consistently resolves around 80% of customer inquiries autonomously, providing scalable solutions that improve customer interactions without increasing payroll. Try GetVocal AI here: https://software.cloudtask.com/getvocal-ai-f3f139 #CustomerService #AIPhoneAgent #CallCenterAI #CustomerSupport #SalesEfficiency #GetVocalAI

Hilary Gridley is the Head of Core Product at WHOOP and a passionate thought leader in leveraging AI to elevate product teams and management practices. With extensive experience tackling challenging problems in regulated industries and high-stakes environments, Hilary emphasizes the importance of building resilience and adaptability within teams. Previously, she was a senior director of product at Big Health and a senior product marketing manager at Dropbox.In this episode, you'll learn:• How to teach your team to be able to “take a punch”• Specific tactics to counter negative perceptions and reframe setbacks productively• Powerful behavioral strategies to form positive habits• Practical approaches for creating space in your workday to encourage creativity and deep thinking• The underestimated potential of AI in accelerating your personal and professional growth• Why you're not the protagonist at your company (and why that's liberating)• How WHOOP uses reward loops to drive real behavior change—Brought to you by:WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUsPersona—A global leader in digital identity verificationAttio—The powerful, flexible CRM for fast-growing startups—Where to find Hilary Gridley:• X: https://x.com/yourgirlhils• LinkedIn: https://www.linkedin.com/in/hilarygridley/• Newsletter: https://hils.substack.com/• Maven course: https://maven.com/hilary-gridley/ai-powered-people-management—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Hilary's background(04:31) Teaching teams to handle criticism and setbacks(17:57) Behavioral activation and mental health in the workplace(22:59) The importance of putting yourself out there(27:51) Transparency and communication in leadership(38:10) How to respectfully disagree with your manager(41:49) How to use “magic questions” to decode how people think(49:54) Why you're not the protagonist at your company(52:48) Aligning with the CEO's vision(01:01:02) Building effective habits(01:11:14) Promoting team well-being(01:14:28) Creating space for creativity(01:20:45) AI's role in accelerating learning(01:30:35) Pivotal career moments(01:37:21) Lessons from failure(01:39:49) Exciting new features of WHOOP 5.0(01:44:19) Lightning round and final thoughts—Referenced:• How to become a supermanager with AI: https://www.lennysnewsletter.com/p/how-to-become-a-supermanager-with• How custom GPTs can make you a better manager | Hilary Gridley (Head of Core Product at Whoop): https://www.lennysnewsletter.com/p/how-custom-gpts-can-make-you-a-better-manager• WHOOP: https://www.whoop.com/• Big Health: https://www.bighealth.com/• What is behavioral activation?: https://www.medicalnewstoday.com/articles/behavioral-activation• Will Ahmed on LinkedIn: https://www.linkedin.com/in/willahmed/• Joe Gebbia on LinkedIn: https://www.linkedin.com/in/jgebbia/• Zach Abrams on LinkedIn: https://www.linkedin.com/in/zacharyabrams/• Coinbase: https://www.coinbase.com/• Bridge: https://www.bridge.xyz/• Stripe: https://stripe.com/• The paths to power: How to grow your influence and advance your career | Jeffrey Pfeffer (author of 7 Rules of Power, professor at Stanford GSB): https://www.lennysnewsletter.com/p/the-paths-to-power-jeffrey-pfeffer• Paths to Power course: https://jeffreypfeffer.com/wp-content/uploads/2019/10/Pfeffer-OB377-Course-Outline-2018.pdf• VO₂ max: https://en.wikipedia.org/wiki/VO2_max• Peter Attia on X: https://x.com/PeterAttiaMD• Hilary Gridley's 30 days of GPT: https://docs.google.com/spreadsheets/d/1zJ4rbi9YcQuGqGxc6-AQD0-44oT9l4Eyono0AdpgJbA/edit?gid=0#gid=0• The Handle Bar in Boston: https://www.thehandlebarstudios.com/ourstudios/charlestown• From chalkboards to chatbots: Transforming learning in Nigeria, one prompt at a time: https://blogs.worldbank.org/en/education/From-chalkboards-to-chatbots-Transforming-learning-in-Nigeria• Product Management Logic Coach GPT: https://chatgpt.com/g/g-673290301700819084afa36bdbcdfa3b-product-management-logic-coach• Dropbox: https://www.dropbox.com/• WHOOP Advanced Labs: https://www.whoop.com/us/en/waitlist/?srsltid=AfmBOor2pP5qC3n7I23Z0ZIrYE99CjAKT9xSHQxbuyxmz_wFUBGH3e-n• Negative capability: https://en.wikipedia.org/wiki/Negative_capability• John Keats: https://en.wikipedia.org/wiki/John_Keats• The Rehearsal: https://www.hbo.com/the-rehearsal• Zwift: https://www.zwift.com/• Beavis and Butthead Do ‘Creep': https://www.youtube.com/watch?v=zv_gSmH0Ieg• “Sea Grapes” by Derek Walcott: https://www.poetryfoundation.org/poems/57111/sea-grapes• Free month of WHOOP: https://join.whoop.com/us/en/hilary/—Recommended books:• 7 Rules of Power: https://jeffreypfeffer.com/books/7-rules-of-power/• Outlive: The Science and Art of Longevity: https://www.amazon.com/Outlive-Longevity-Peter-Attia-MD/dp/0593236599• East of Eden: https://www.amazon.com/East-Eden-John-Steinbeck-Centennial/dp/0142004235• The Sun Also Rises: https://www.amazon.com/Sun-Also-Rises-Hemingway-Library/dp/1501121960/• Anna Karenina: https://www.amazon.com/Anna-Karenina-Leo-Tolstoy/dp/0143035002—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.lennysnewsletter.com/subscribe

SaaStr 806: How The Smartest Founders Are Already Winning with AI: SaaStr CEO Jason Lemkin on My First Million  SaaStr CEO and Founder Jason Lemkin recently returned to HubSpot's My First Million Podcast with Sam Parr and Shaan Puri to do a deep dive on AI and SaaS. It was a fun one because we approached it more from a content creator and end-user perspective than from a software builder perspective. Together they discuss various applications of AI in content creation, customer support, and business advice, highlighting unexpected use cases and the potential for AI to surpass human capabilities. Jason also provides a candid look at the future of startups, the challenges of VC investment, and the evolving landscape of tech-driven by AI. Whether you're a startup founder, investor, or tech enthusiast, this episode is packed with valuable lessons and forward-thinking perspectives. ------------------   This episode of the SaaStr podcast is sponsored by: Attio This episode is brought to you by Attio — the AI-native CRM. Connect your email, and Attio instantly builds a powerful CRM - with every company, contact and interaction you've ever had. Get 15% off your first year at https://attio.com/saastr   --------------------   This episode of the SaaStr podcast is sponsored by: Attention.com Tired of listening to hours of sales calls? Recording is yesterday's game. Attention.com unleashes an army of AI sales agents that auto-update your CRM, build custom sales decks, spot cross-sell signals, and score calls before your coffee's cold. Teams like BambooHR and Scale AI already automate their Sales and RevOps using customer conversations. Step into the future at attention.com/saastr   --------------------------------------------------------------------------------------------

Every advisor hits a point in their career where tactics alone are not enough. That is when you need principles — a personal operating system that keeps you focused, sharp, and intentional no matter what is happening in the market. In this episode of Monday Morning Pep Talk, Jim Miller shares the 10 non-negotiable philosophies that guide his life and business. These are the timeless, foundational principles that helped him build three successful businesses and coach thousands of real estate professionals toward higher productivity, deeper purpose, and more predictable success. Whether you are navigating a changing market, reevaluating your client list, or simply seeking more clarity in your day-to-day decisions, this episode is your opportunity to reset your compass.

During his decade at Google, Tim Ritters worked at the intersection of product and finance, helping to launch financial systems in collaboration with engineering, marketing, and product teams. The role gave him early exposure to cross-functional work and large-scale data environments. “Day one, you're working cross-functionally,” Ritters tells us. He adds that this mindset became foundational to his approach going forward.When Ritters joined Gong in 2019, he says the company had already begun challenging traditional approaches to customer data. “We asked a really interesting question… what could we do if we gathered the 99% of information about your customer that was not in a traditional CRM?” Ritters explains. According to him, that original question continues to shape Gong's mission today.Ritters tells us that Gong's platform has since scaled to analyze more than 3.5 billion customer interactions. He says the company now serves approximately 4,700 businesses globally, including organizations such as Google, LinkedIn, Canva, and Anthropic. The platform, Ritters notes, helps customers extract insights from a broader set of data sources—including conversations, emails, and documents—that may not be captured in traditional CRM systems.Ritters believes that AI adoption has made Gong's value proposition more tangible to prospective buyers. “When [they] peel back the onion… they start seeing some of the incredible sort of results,” he says. According to Ritters, some customers have reported “halving of deal cycle times” using the platform.All of Gong's growth to date has been organic, Ritters tells us, and he views the company's trajectory as part of a broader evolution in how organizations approach customer intelligence. “The sweet spot we're in right now,” he says, “is helping companies make smart business decisions.”

See Vince and the SPF Team live on July 18th & 19th inside Gabriele Fitness!Click the link to learn more: https://events.vincegabriele.com/july2025 In this episode, Vince breaks down 7 simple but powerful lists every gym owner needs to grow their business, improve relationships, stay productive, and define success. It's all about having clear targets and consistently working your lists to stay on track. The 7 Lists:Power List – 3-5 key tasks you must complete daily.Spouse List – Focus on what you love, not what annoys you.Former Clients – List of people to re-engage monthly.Client Frequency – Track how often clients train and upsell.Angel List – Local businesses to partner with.Project List – Active projects (3-7 max) you're working on.Success Criteria – Your personal definition of success. See Vince and the SPF Team live on July 18th & 19th inside Gabriele Fitness!Click the link to learn more: https://events.vincegabriele.com/july2025 If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

Text us a pool question!In this episode of the Talking Pools podcast, Rudy Stankowitz discusses the importance of operational leverage in the pool business, emphasizing the need for systems and processes that allow for efficiency and profitability. He explores various strategies for streamlining operations, optimizing routes, and managing client relationships. The conversation also delves into innovative solutions for pool maintenance, particularly focusing on nitrate removal, challenging traditional industry norms, and advocating for smarter, more sustainable practices.takeawaysOperational leverage means doing more without working more.Building systems is essential for business freedom and profit.Standard operating procedures (SOPs) are crucial for efficiency.Route optimization can save time and money.Client segmentation helps identify profitable customers.A CRM system is vital for managing customer relationships.Measuring team performance can enhance productivity.Inventory control prevents waste and improves margins.Training should focus on critical thinking, not just tasks.Innovative solutions like ion exchange can revolutionize pool maintenance.Sound Bites"Work less, earn more.""Leaky ops equals leaky profits.""You need systems that scale.""Not all pools are profitable.""Nitrate removal can be done."Chapters00:00Unlocking Operational Leverage03:00Streamlining Operations for Profit12:01Building a Scalable Business18:02Innovative Solutions for Pool Maintenance24:58Challenging Industry Norms AquaStar Pool ProductsThe Global Leader in Safety, Dependability, & Innovation in Pool Technology.POOL MAGAZINE Pool Magazine is leading up to the minute news source for Swimming Pool News and Pool Features. OuBLUERAY XLThe real mineral purifier! Reduce your pool maintenance costs & efforts by 50%Jack's MagicIf you know Jack's you'd have no stains!RaypakRaypak, leading the evolution of environmental efficiency and sustainability in pool heaters.CPO Certification ClassesAttend your CPO class with Rudy Stankowitz!Online Pool ClassesThe difference between you and your competition is what you know!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showThank you so much for listening! You can find us on social media: Facebook Instagram Tik Tok Email us: talkingpools@gmail.com

In this special solo edition of The Digital Marketing Podcast, Daniel introduces a new regular feature: a fast-paced roundup of the most critical AI and digital marketing news. With the rate of change accelerating across platforms, tools, and marketing strategy, it's never been more important to stay ahead, and this episode helps you do just that. Daniel covers the latest developments from Google, Meta, OpenAI, LinkedIn and more, offering practical commentary on what they mean for marketers right now. From ChatGPT's new operator functions to Google's AI-powered search evolution, this episode is packed with insight on how AI is reshaping digital marketing roles, content, advertising, and SEO. Highlights from this episode: ChatGPT's new Connectors and Deep Research tools Now you can give ChatGPT secure access to your Google Drive, SharePoint, email, and even CRM platforms like HubSpot. Daniel explains how this lets you build bespoke knowledge bases and bring real organisational context to your AI workflows. Operator: OpenAI's first real step into Agentic AI Forget just generating content, Operator can now browse the web and perform actions like posting content or interacting with platforms. Daniel unpacks what this means for junior roles in marketing, and the wider implications for talent development and job design. AI Mode and AI Overviews in Google Search Google is rolling out AI Mode in search results and now has AI Overviews live in 200 countries. Daniel explores what this means for search strategy, SEO, and advertising - especially as Google plans to inject ads into these AI responses. Meta's Advantage+ and the death of manually-built ads? Meta claims its AI-generated ads are outperforming those built by humans, with 100% AI-driven campaign automation arriving in early 2026. Daniel explores the real ROI implications and the future of agency relationships in a world of automated campaign builds. LinkedIn integrates with Adobe Express Daniel explains how new creative integrations are streamlining video ad production and what that means for in-house and outsourced content teams. Through it all, Daniel calls for a conscious approach to adopting AI: how to upskill teams, protect strategic thinking, and build marketing operations that are more human, not less. Key Takeaways: AI tools like ChatGPT are now organisationally aware - marketers must learn to harness them. Search is changing fast, but traditional SEO fundamentals still matter. Automation is pushing paid media roles toward strategic oversight, not just execution. AI is starting to replace, not just augment. some junior marketing roles. The brands that thrive will be those who rethink job design and talent pipelines now.

Reality check: Most investors give up after hearing “not interested.”Others back off because they don't want to feel pushy.“I already called twice… I'll just wait.”The seller ghosts.And just like that… another lead fades out.You tell yourself: They'll reach out if they're serious.And that's the end of it… But is it?Let me show you what one ‘dead lead' turned into… and why you'll never look at your CRM the same again.We were following up with a wholesale seller. They said “not interested”.But we didn't stop.We followed up 500+ times! Texts, emails, calls, even jokes about alligators.The result? That one lead turned into a $90,000 check!This episode breaks down exactly how we did it, step by step, using a follow-up machine that turns forgotten leads into revenue.Look, the money's in the follow-up.Everyone says it.But let's be honest… most investors suck at it.Getting new leads feels sexier than chasing someone who already said no.And follow-up is just hard…Most can't stay consistent. Or they simply don't know what to say.And above all, it's hard not to feel like that person.And without a system, your company leaks deals. Every day.Paul DeCampo, founder of REI Omnidrip, felt it too.The endless chase.The emotional fatigue.The disorganized grind.And especially, the low conversions.So he built what didn't exist… a follow-up engine made specifically for investors and reps.And I'm telling you, we don't even remember what it cost… Because one deal paid for it many times over.There's just no other channel in your marketing stack with that kind of return. Omnidrip builds the system for you…→ 30+ proven campaigns, already written, already segmented, already tested on real sellers. No guesswork. Just plug and go.→ Automated across text, email, and tasks so you and your reps stop living in the CRM and start closing the leads that matter.→ Tailored to seller psychology so your messages feel like help, not harassment.That's why this system doesn't just keep you top of mind… it gets sellers to lean in when they're finally ready.It's like having a follow-up that your prospects want to receive!CLICK HERE to Learn More About Omnidrip >(Use our code for a special discount: 7FF)And if you want me and Dr. Sheri to answer your question in an upcoming episode, just hit the link below.CLICK HERE to Submit Your Question >>LINKS & RESOURCES1,000 FREE Seller LeadsGet your first 1,000 seller leads FREE from our partner BatchLeads and start closing deals immediately. CLICK HERE: http://leads.getbatch.co/mztQkMr7 Figure Flipping UndergroundIf you want to learn how to make money flipping and wholesaling houses without risking your life savings or "working weekends" forever... this book is for YOU. CLICK HERE: https://hubs.ly/Q01ggDSh0 Hosted on Acast. See acast.com/privacy for more information.

Third-generation dealer Paul “PS3” Sansone III joins the Blue-Collar Twins to share how Sansone Jr's Auto Group balances 67 years of family tradition with social-media hustle, deep-subprime financing, and a brand-new Keyport Kia store. From rent-to-own experiments that became New Jersey Auto Lending to “Motivational Mondays” that fire up 25 salespeople, Paul explains the systems—and the mindset—that keep customers, staff, and community in his corner. Buzz EP 206 Paul Sanson… You'll hear: Subprime Mastery – why PS3 built an in-house “lease-here, pay-here” bank that boosts FICO scores by 140 pts on average.EZ Referral & TikTok Lives – turning marathon streams and a debit-card referral app into steady showroom traffic.Rent-to-Own Origins – the 2008 light-bulb moment that reshaped the family's finance model.Keyport Kia Dream – taking an 11-year college project from paper to grand-opening on June 9th.Motivational Mondays – money-green pants, weekly goal-setting, and the “trust the process” mantra.Giving Back – 400-meal Basket Brigade, Hope-for-a-Ride car giveaways, and why single moms stay top of mind.Next-Gen Vision – ten rooftops, nationwide DMS software, and keeping the Sansone name alive for 100 years. From PE Teachers to Pest Control Owners: The Julio Twins Share Their POTOMAC Experience https://youtu.be/HAx9noqsqTo https://www.linkedin.com/in/paulgiannamore www.potomaccompany.com https://bluecollartwins.com Produced by: www.verbell.ltd Timestamps (podcast.co-ready) 00:00 – Cold-open: beach-club memories and the “hot lifeguard” origin story 00:50 – Lifelong car passion & selling hot dogs at the dealership as a kid 03:35 – Sansone family tree: 67 years, three generations, five rooftops 05:55 – Breaking the “snaky car-sales” stereotype with relationship selling 07:00 – Daily training: every up is a coaching moment 08:35 – Presidents-Award Kia store & handing the desk to a new GM 11:00 – Rent-to-Own concept after the 2008 crash 12:45 – Birth of New Jersey Auto Lending: turning renters into owners 14:40 – Hope-for-a-Ride car giveaways to single moms 16:55 – Inside the lease-here, pay-here model and 75 % repeat business 19:10 – Building the Keyport Kia project first dreamed up in college 22:30 – Dealer-Controlled Solutions: exporting their DMS & finance playbook 25:20 – COVID's inventory roller-coaster—down to four cars on the lot 29:20 – Basket Brigade: 400 Thanksgiving meals in Neptune 30:35 – Motivational Monday videos & money-green-pants culture 33:00 – Social media plans with a full-time content team 35:25 – AI's future role in lead follow-up and CRM speed 38:00 – Family dynamics: clear lanes for dad, brother Michael, and cousin Steven 41:00 – Driving the 2025 Kia Telluride vs. a Range Rover—value breakdown 43:40 – Keyport Kia soft opening June 9 and summer car-giveaway promo 47:00 – Final advice: love your employees, community, and customers—success follows 50:00 – Outro and Masterclass CTA

You know those moments in business where things suddenly feel a little too quiet? Maybe the inquiries slow down, sales dip, or your calendar just isn't as packed as usual. It can feel unsettling, especially when you're not sure why it's happening or how long it's going to last.  The truth is, EVERY entrepreneur hits those slower seasons. In my business, summer tends to be our slow season. Depending on what you do, it may be around the holidays, or in the Fall. Having busy and slow seasons is a natural part of running a business. The most important thing is for us to make the most out of these ebbs and flows to prepare for when things pick back up again. That's why today I'm bringing back a conversation that originally aired a few years ago about four strategies I lean on when things slow down in my own business. They're timeless, practical, and focused on helping you use these quieter times to your advantage! So whether you're currently feeling the weight of a slower season or just want to be prepared for the next one, this episode is packed with four simple yet effective ways to reignite momentum and boost your sales. Let's get into it! Goal Digger Facebook Community: https://www.facebook.com/groups/goaldiggerpodcast/ Goal Digger Instagram: https://www.instagram.com/goaldiggerpodcast/ Goal Digger Show Notes: https://jennakutcherblog.com/slow-season-strategies-to-boost-sales Thanks to our Goal Digger Sponsors: Get $25 off your first purchase at http://therealreal.com/goaldigger. Sign up for your $1/month Shopify trial period at http://shopify.com/goaldigger.  Find a co-host today at http://airbnb.com/host.  Move deals faster with an AI powered CRM your team will actually use. Visit https://monday.com/crm to learn more. Deposit or spend $5,000 in 90 days to earn up to $500 in rewards at ⁠mercury.com/goal⁠. Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard. Working capital loans provided by Mercury Lending, LLC NMLS ID: 2606284.

Today's show: Jason and Alex dive into why Y Combinator startups are raising at sky-high valuations with relatively low ARR—what does that mean for investors and founders? VC funds are slowing down and returning to pre-ZIRP pacing, signaling a reset in the market. Plus, in this week's Office Hours, Sean Steigerwald, founder of CustomerIQ, demos his AI sales agent that lives in your inbox, drafting follow-ups using CRM context. It's a deep look at early-stage investing, startup efficiency, and where AI is headed in enterprise.Timestamps:(0:00) Episode Teaser(2:09) Jason's Singapore trip recap and SoCal update(9:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(11:40) New rumblings from Mistral; is the French AI startup catching a tail wind?(19:40) Fidelity Private Shares℠ - Visit ⁠https://fidelityprivateshares.com⁠! Mention our podcast and receive 20% off your first-year paid subscription.(26:23) VC investing pace is slowing... what does this mean for founders(29:42) INBOUND - Use code TWIST10 for 10% o your General Admission ticket at https://www.inbound.com/register (Valid thru 7/31)(33:33) Founders' guide to raising capital(36:31) Gen AI companies are growing FAST but are there concerns about churn?(42:46) Is YC still worth it? Debating paper gains vs. DPI as metrics.(52:18) Office Hours with Sean Steigerald from Customer IQ: managing active users and more.Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpLinks from episode:Customer IQ: https://www.getcustomeriq.com/Follow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(9:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(19:40) Fidelity Private Shares℠ - Visit ⁠https://fidelityprivateshares.com⁠! Mention our podcast and receive 20% off your first-year paid subscription.(29:42) INBOUND - Use code TWIST10 for 10% o your General Admission ticket at https://www.inbound.com/register (Valid thru 7/31)Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Welcome back to Creator Science! In this special episode, host Jay Clouse takes listeners behind the scenes of the The Lab's vibrant community. Fresh off organizing The Lab's first-ever major in-person event in Boise, Jay shares a candid update about creating real-world connections among full-time creators and what these gatherings mean for the future of The Lab membership. But that's just the beginning. This episode is a front-row seat to the magic that happens during The Lab's monthly office hours. Jay and a panel of talented creators—including Tom Burden, Pat Gostek, Anna Reich, Travis Ference, Anais Cisneros, and David Fortin—engage in open, practical discussions about growing a creator business. They tackle real-world questions: how to think about the purpose behind each video, launching masterminds without losing focus, building community vs. courses vs. memberships, and the ever-elusive challenge of monetizing as a creator in today's landscape. Plus, you'll hear smart strategies for product validation, content creation during market research, and best practices for leveraging email marketing and CRM tools. Whether you're a growing creator or an established entrepreneur, this episode is packed with honest insights, actionable ideas, and a glimpse into the supportive space that makes the The Lab unique. If you've ever wondered what it's really like to be part of this community—or how to take your creator business to the next level—you won't want to miss this one. ⁠Join The Lab ⁠⁠⁠⁠Full transcript and show notes⁠⁠⁠⁠ *** TIMESTAMPS 00:00 Lab Membership Events and Opportunities 05:13 Tailoring Content for Specific Goals 06:47 YouTube Audience Engagement Strategy 11:08 Mastermind Group Pricing Dilemma 14:41 Done-for-You Video Expertise 17:55 Mastermind Group Launch Strategy 21:31 Pricing Strategy Gap Analysis 25:47 LinkedIn Posting Frequency Insights 29:17 Courses vs. Community: Balance Concerns 33:05 "Assessing Membership Value Elements" 36:28 Monetizing Creator Business Strategies 40:37 Marketing Community Value to Busy Clients 42:19 "Sell the Map Via Social Proof" 47:36 Email Marketing Tools Compared 49:40 Organizing Ideas with Purpose *** RECOMMENDED NEXT EPISODE → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#246: Planning for a recession, my approach to email, increasing customers, and finding your partner [Ask Creator Science] *** ASK CREATOR SCIENCE → ⁠⁠⁠⁠Submit your question here⁠⁠⁠⁠ *** WHEN YOU'RE READY

You know that weird, stuck feeling where everything in your life technically looks fine, but deep down, it just isn't? Maybe you're questioning your career, your friendships, your relationship… or even who you are. You've checked the boxes. You've followed the rules. But you're still thinking, “Is this it?” If any of that sounds familiar, you are not alone. And today's guests? They're here to hand you the manual they wish they had a decade ago. Krista Williams and Lindsey Simcik are the co-hosts of Almost 30, one of the top wellness and personal growth podcasts out there. And now they're launching their book, Almost 30: A Definitive Guide to a Life You Love for the Next Decade and Beyond. It's everything they wish someone had told them during that messy middle between your twenties and thirties! This episode is for you if you've ever asked, “What am I doing with my life?” or Googled “how to be an adult” more than once. Click play to learn what a “Saturn Return” is, how to navigate identity crises, friendship breakups, realignment without shame, and how to embrace the chaos without losing yourself in it. Goal Digger Facebook Community: https://www.facebook.com/groups/goaldiggerpodcast/ Goal Digger Instagram: https://www.instagram.com/goaldiggerpodcast/ Goal Digger Show Notes: https://jennakutcherblog.com/almost-30-podcast-hosts-share-saturn-return-soul-lessons Thanks to our Goal Digger Sponsors: Get $25 off your first purchase at http://therealreal.com/goaldigger. Sign up for your $1/month Shopify trial period at http://shopify.com/goaldigger.  Find a co-host today at http://airbnb.com/host.  Move deals faster with an AI powered CRM your team will actually use. Visit https://monday.com/crm to learn more. Deposit or spend $5,000 in 90 days to earn up to $500 in rewards at ⁠mercury.com/goal⁠. Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard. Working capital loans provided by Mercury Lending, LLC NMLS ID: 2606284.