Podcasts about CRM

Show highlights include:-AI note-takers and why 2025 is shaping up to be “the year of the note taker”.-How advisors are using automation to reclaim time and improve meeting quality.-Why organic growth is becoming a top priority for billion-dollar RIAs.-The true indicators that it's time to outgrow an entry-level CRM.-How disconnected systems create hidden cost drains inside every firm.-Why Salesforce is becoming the long-term “holy grail” for growth-minded advisors.-The KPIs most advisors aren't tracking - but should.Brian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the entire business - the system where data, insights, efficiency, and client experience all come together.Download our whitepaper here: https://jedidatabasesolutions.com/resources/ Articles discussed today include:  https://www.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/investment-management-industry-outlook.htmlhttps://finance.yahoo.com/news/customer-satisfaction-individual-annuities-strained-120000029.html?https://www.investmentnews.com/fintech/summit-financial-massmutual-boost-advisor-appeal-with-growth-focused-tech/261873?Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Clay Lawrence built a generalist digital marketing agency to $17,000 a month, but quickly realized he had created a trap: he was exhausted, overworking, and constantly trading time for money on services ranging from drone footage to SEO. Desperate for a change, he took a massive financial risk—firing his clients and watching his revenue plummet to $4,500—to bet everything on a single, scalable idea that didn't require him to be the bottleneck.That bet was Review Harvest, a low-ticket SaaS focused entirely on automating Google reviews for home service businesses. By niching down and utilizing "trench knowledge" to understand his customers better than they understood themselves, Clay rebuilt his business from the ground up. Today, he generates over $35,000 in monthly recurring revenue (MRR) with a streamlined model that leverages software like HighLevel to do the heavy lifting, proving that a focused offer often beats a broad service.In this interview, Clay sits down with Ryan Atkinson to reveal the exact blueprint behind his pivot. They dive deep into the anatomy of a high-converting sales call, borrowing frameworks from Alex Hormozi to close deals on the spot, and discuss why the "Jack of all trades" model is a killer for agency growth. Whether you are looking to launch your first SaaS, maximize your HighLevel affiliate income, or master client acquisition through Facebook ads, this episode breaks down the tactical steps to build a business that serves your life, not the other way around.Takeaways:- Scaling a generalist agency is nearly impossible because you cannot afford to hire experts for every service; narrowing down to a single service allows for process automation and higher margins- Growth sometimes requires taking a financial step back; Clay intentionally dropped his revenue from $17k to $4.5k to rebuild a scalable model rather than remaining stuck in a service trap- The most scalable offer is often the one that works for every client without custom labor; automating Google review requests provided high value with zero ongoing manual fulfillment- Shifting focus specifically to home service businesses allowed the agency to double its growth because the messaging and operational knowledge became specialized and repeatable- Conducting over 1,000 sales calls provides "trench knowledge"—such as knowing a client's CRM software better than they do—which builds instant trust and authority during the sales process- A simple, singular value proposition (e.g., "The Google Review Guy") is significantly easier for networkers to remember and refer compared to a vague "full-service marketing" label- Low-ticket offers like reputation management rely on emotional impulse, making it critical to get leads on a call within 24 hours before their excitement fades- Sales calls should follow a structure of clarifying the prospect's pain, labeling the problem, and "selling the vacation" (painting a vivid picture of the future state) rather than just listing features- Success is often just surviving the lows; Clay faced a period where he only closed $6,500 in two months but credits his recovery to simply showing up every day despite the anxiety- Documenting the business journey on YouTube created a secondary income stream through HighLevel affiliate commissions, which now generates more profit than the agency itself.Tags: SaaS, Tech Ventures, Digital marketing, Affiliate marketing, Home Services, Business scaling, Business growthResources:Grow your business today:  https://links.upflip.com/the-business-startup-and-growth-blueprint-podcast Connect with Clay: https://www.instagram.com/claywlawrence/?hl=en

Rob Israel, a versatile leader whose journey spans from the Navy to healthcare leadership, joins us for a compelling discussion on Sales Lead Dog. Rob opens up about the essential principles that have bolstered his career, emphasizing the strength in empowering and supporting team members, surrounding oneself with intelligent peers, and championing employee growth. One notable story features a leader who successfully took a year off from her business, demonstrating the transformative power of trust and autonomy in leadership. Rob shares how these experiences have influenced his current path, transitioning from a Chief Information Officer to embracing the challenges of a sales role, inspired by his father's legacy and his own pursuit of new challenges. Trust and transparency form the bedrock of Rob's approach to sales leadership. Highlighting the importance of honesty, he advises against bluffing when faced with tough questions, advocating instead for a candid approach that builds lasting client relationships. Rob underscores the significance of nurturing these connections even after the sale is complete, ensuring client satisfaction and opening doors for future opportunities. For those stepping into leadership roles, Rob shares insights on leveraging networks for guidance, fostering a culture of learning, and the nuances of understanding team motivators. As we navigate through the evolving landscape of sales, Rob discusses the critical role of AI and CRM systems. While AI holds the promise of revolutionizing efficiency and decision-making, Rob stresses the importance of maintaining the human element and critical thinking in processes. He brings a balanced perspective on CRM systems, acknowledging their potential benefits when used correctly, but also pointing out common pitfalls such as inefficiencies and depersonalization. Rob concludes with optimism about integrating AI to streamline CRM tasks, ultimately enhancing communication and driving sales success. Don't miss the chance to connect with Rob Israel on LinkedIn and explore additional resources shared on our website. Rob Israel is an accomplished sales and cybersecurity leader with a unique blend of executive technology, healthcare, and strategic account expertise. With a career that includes serving as both CIO and CISO in the healthcare sector, Rob brings a deep understanding of clinical, operational, and regulatory realities that few sales leaders possess. This firsthand experience enables him to connect more meaningfully with executive stakeholders and translate complex security challenges into practical, outcome-driven strategies. As a Regional Sales Manager at DeepSeas, Rob partners with enterprise leaders to strengthen their security posture, drive measurable business outcomes, and align world-class threat intelligence and MDR capabilities with each organization's mission. He is known for his customer-first philosophy, trusted-advisor approach, and ability to guide clients through high-stakes decisions with clarity and confidence. Prior to joining DeepSeas, Rob held senior sales leadership roles at industry-leading technology organizations, consistently ranking among top performers and elevating client engagement across complex environments. His earlier tenure as a healthcare CIO and CISO continues to shape his perspective, allowing him to bridge the gap between technology, cybersecurity, and business operations. Outside of work, Rob is an avid hiker, scuba diver, and skier who enjoys exploring the outdoors with his family. He brings the same curiosity, discipline, and sense of adventure to his work helping clients anticipate risk, embrace innovation, and advance their strategic objectives. Rob is an experienced international speaker on both CyberSecurity and Information Technology, and has routinely helped organizations both streamline processes and save money on critical infrastructure programs.     Quotes:  "Empowering your team means developing them to the point where you can step away, and the business not only survives but thrives."   "In sales, honesty and transparency aren't just virtues; they're necessities for building lasting client relationships."   "AI has the potential to revolutionize sales efficiency, but we mustn't lose sight of the human element and critical thinking it cannot replace."   "To lead effectively, surround yourself with people smarter than you, and always champion their growth and success."  "Don't be afraid to admit when you don't know something. It's a sign of strength, not weakness, and it builds trust with your clients."     Links:  Rob's LinkedIn - https://www.linkedin.com/in/rob-israel-a410831/ Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ 

Send us a textReady to turn casual clicks into confident buyers? We sat down with Idea Room's Dan VanOrden to map the full journey from a mobile-first 3D design to a signed contract and a clean handoff for fulfillment. Our goal: remove friction for the customer, give reps everything they need in one place, and move from replies to results.We start with what dealers actually feel: Boost on a phone is fast, smooth, and intuitive enough for first-time buyers to design a serious building without hand-holding. That design data becomes gold when a webhook drops the build link and customer details straight into your CRM. No retyping, no juggling tabs—just a clear, prioritized tile that tells your team who's engaged, what they configured, and how to call back with context. We talk lead scoring, multiple-submission signals, and the simple heuristics that identify the most valuable calls to make today.Then we dig into the partnership that unlocks post-frame and red iron: Idea Room for the front-end experience, SmartBuild for accurate bill of materials and fulfillment. The combo lets you advertise templates, capture complete designs, and push them into SmartBuild in minutes. If you've wrestled with slow e-modeler workflows, this is the speed upgrade that saves hours every week. We round things out with new features—embedded payments, digital signatures—and a candid look at scale and support across hundreds of live configurators. Dan pulls back the curtain on where AI already helps: cleaning product data, boosting engineering output, and giving sales faster paths to a polished quote. If you sell carports, sheds, or post-frame buildings, this conversation shows how a connected stack can lift conversions and shorten time-to-cash.Subscribe for more deep dives, share this with a teammate who lives in the CRM, and leave a review with your biggest bottleneck.For more information or to know more about the Shed Geek Podcast visit us at our website.Would you like to receive our weekly newsletter?  Sign up here.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: J Money LLC

Episode Title: Soft Rainfall and Low Rumble for Meditation HelpDescription:In this episode, we immerse ourselves in the gentle sounds of soft rainfall paired with a low rumble, perfect for enhancing your meditation practice. Discover how these calming natural sounds can deepen your focus, reduce stress, and create a peaceful environment for relaxation. Whether you're new to meditation or looking to enrich your routine, these soothing tones offer a simple yet powerful way to find calm amidst the noise of daily life.Take a moment to pause, breathe deeply, and let the serene rhythm of rain wash over you. Remember, even a few minutes of mindful listening can bring balance and clarity to your day.Join us next time as we explore more ways to nurture your inner peace.DISCLAIMER

Brevo vient d'atteindre le milliard de valorisation.Pourtant personne ne le sait.Polytechnicien aussi discret que brillant, fils de 2 psychanalystes, Armand Thiberge est un pokémon rare dans l'écosystème tech et entrepreneurial français. L'annonce d'un deal colossal de 500 millions d'euros était l'occasion parfaite pour (enfin) l'inviter sur GDIY.L'histoire de Brevo commence en Inde où Armand s'installe pour un stage à la fin de ses études.Lassé en moins de 2 semaines, il quitte son stage, s'associe avec un Indien et crée une agence web. Mais son âme d'ingénieur bouillonne et le pousse très vite à abandonner le modèle d'agence pour construire un vrai produit.Il lance d'abord un outil d'e-mailing, puis élargit ses services au SMS marketing, développe un CRM et devient l'un des premiers à intégrer de l'IA partout dans la gestion de la relation client.En 15 ans, son SaaS — appelé “MailIn” puis “Sendinblue” et maintenant “Brevo” — atteint 200 millions d'euros d'ARR (revenus annuels) et devient un outil indispensable pour des dizaines de milliers d'entreprises, en France, en Europe et aux US.Dans cet épisode nous revenons sur :Les étapes de croissance de Brevo — de la création à New Delhi en 2007 à l'entrée dans le cercle restreint des licornes tech françaises.Comment opérer une croissance saine et rentable sans se brûler les ailesSon plan pour atteindre 1 milliard de revenus annuelsPourquoi Armand est l'un des rares entrepreneurs à soutenir la Taxe ZucmanUn entrepreneur sous-côté, surdoué et aux mille idées qui rappelle qu'avancer sans faire de vagues est aussi une bonne manière d'atteindre les sommets.Vous pouvez contacter Armand sur LinkedIn.TIMELINE:00:00:00 : Monter sa première entreprise en Inde sans aucune expérience00:17:06 : Comment gérer de grosses différences culturelles00:27:33 : “Aujourd'hui les meilleurs développeurs du monde sont en Inde”00:37:09 : La mine d'or sous-exploitée des clients fidèles00:47:34 : La magie du bouche-à-oreille00:56:14 : Ce défi qui menace tous les SaaS01:07:34 : Refuser 10 millions à 33 ans01:19:14 : Pourquoi il faut absolument des géants européens dans la tech01:27:29 : Le plan de Brevo pour atteindre 1 milliard de revenus01:37:15 : “On a appris dès le début à faire de la croissance rentable”01:47:06 : La méga opération à 500 millions qui fait de Brevo une licorne02:01:54 : Être l'un des seuls entrepreneurs français à soutenir la taxe Zucman02:17:47 : Le combat d'Armand sur le front Ukrainien02:28:53 : “Il faut être plus humble sur ce qu'on va réussir à faire avec l'IA”02:38:27 : Le vrai défi du 21e siècle02:45:55 : Il n'y a pas de plafond, fonceLes anciens épisodes de GDIY mentionnés : #279 - Thibaud Elzière - eFounders - Startups, Web3, Voile Solaire et Maisons de luxe : quand la curiosité n'a plus de limites#1 - Simon Dawlat - Batch - Comment lever 10 millions et se faire blacklister par Apple#487 - VO - Anton Osika - Lovable - Internet, Business, and AI: Nothing Will Ever Be the Same Again#480 - Octave Klaba - OVH Cloud - La guerre du Cloud commence#226 - Fabien Pinckaers - Odoo - L'antithèse de la start-up nationNous avons parlé de :BrevoLe principe de régressionProtonLe principe de l'acqui-hiringAnduril, la start-up star de la défense américaineIronflow BatteriesLes recommandations de lecture :The World is Flat - Thomas L. FriedmanLe chercheur d'or - J. M. Gustave Le ClézioUn grand MERCI à nos sponsors : SquareSpace : squarespace.com/doitQonto: https://qonto.com/r/2i7tk9 Brevo: brevo.com/doit eToro: https://bit.ly/3GTSh0k Payfit: payfit.com Club Med : clubmed.frCuure : https://cuure.com/product-onelyVous souhaitez sponsoriser Génération Do It Yourself ou nous proposer un partenariat ?Contactez mon label Orso Media via ce formulaire.Big up à Fabrice Pelosi, soutien incontournable de GDIY depuis l'épisode 1, qui a participé à rendre cet épisode possible.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Ivan Pardo, Founder of Solidarity Tech, shares how tech can solve organizing bottlenecks for political campaigns. We discuss how Solidarity Tech was used for digital organizing in Zohran Mamdani's mayoral campaign in New York and Catherine Connelly's presidential win in Ireland. Beyond tech functionality, we discuss how CRM platforms can give campaigns a human touch, how tech integrates with the culture of a campaign, and the potential downsides of gamification for volunteer organizing. You can read more about Solidarity Tech's origins and functionality here. 

Episode Title: Calm Rain and Low Rumbling Thunder Blending into Sleep SoundsDescription:In this episode, we immerse ourselves in the soothing sounds of gentle rain paired with low, rumbling thunder. Discover how these natural sleep sounds can help you unwind, relax, and drift effortlessly into a peaceful night's rest. We explore ways to use rain and thunder ambiance to create a calming environment that promotes better sleep and mental relaxation.Take a moment for yourself tonight—let the soft patter of rain and distant thunder guide you toward deep calm and rejuvenation.Join us next time as we continue to bring you peaceful moments for a balanced mind and body.DISCLAIMER

Episode Title: Gentle Rain with Low Rumble to Aid ConcentrationDescription:In this episode, we bring you the soothing sounds of gentle rain paired with a soft, low rumble designed to help improve focus and concentration. Whether you're working, studying, or simply need to clear your mind, these calming rain sounds can create the perfect background atmosphere to enhance productivity and promote relaxation.Take a few moments to breathe deeply, listen, and let the natural rhythm wash away distractions. These peaceful sounds are here to support your daily routine and help you find calm amid the busyness.Stay tuned for more relaxing audio experiences in upcoming episodes.DISCLAIMER

In this CPQ Podcast episode, host Frank Sohn talks with Andreas Westling, CEO and co-founder of Ignize, about how modern AI pricing and CPQ help B2B manufacturers increase EBIT, improve price fairness, and react faster to market volatility. Drawing on more than 20 years of pricing experience,  including his time as CEO of Navetti (acquired by Vendavo). Andreas explains why pricing fundamentals haven't changed, but the way manufacturers execute pricing has transformed. He also shares how Ignize supports mid-market and enterprise manufacturers with complex, multinational pricing operations that require both speed and precision. Andreas introduces Ignize's concept of Generative Precision Pricing (GPP) and the role of the Ignizer, a modern engine that turns pricing expertise into data-driven, explainable recommendations. You'll also hear how Ignize integrates with CRM systems such as Salesforce and Microsoft Dynamics, ERP systems including SAP, Oracle, and legacy platforms, and CPQ solutions like Tacton to deliver consistent, value-based pricing across the commercial stack. We discuss why black-box AI pricing often fails in B2B manufacturing, and why explainability and transparency are essential to earn trust from pricing teams, product managers, sales, and customers. Andreas also outlines what manufacturers can expect from an Ignize implementation. From 8–12 week quick-start value phases to broader enterprise rollouts, and how modern pricing platforms help companies navigate tariffs, commodity swings, currency shifts, and other forms of market disruption. Ignize also operates on an enterprise-grade security foundation, backed by ISO 27001:2013 certification and SOC 2 Type II compliance, ensuring that sensitive pricing and commercial data is handled with the highest standards of information security and compliance. If you're interested in CPQ, B2B pricing, or how AI can strengthen price quality, win rates, and overall financial performance, this episode is for you.

Did you know that over half of Fortune 500 companies from 2003 no longer exist today? And that 75% of businesses fail within 10 years? The difference between those that vanish and those that thrive? Innovation. In this episode, Huyen dives into the single most important thing your clinic needs to keep doing to ensure sustainable success over the next decade. You'll hear real-world examples (like Nokia, Kodak, and Blockbuster), practical strategies to start innovating immediately, and low-cost ways to stand out in a competitive healthcare market. ✅ Learn how to: Identify and improve the weakest areas of your clinic—quarter by quarter Leverage AI and automation to improve patient follow-up and booking rates Boost trust with stronger before/after visuals and testimonial videos Build systems that nurture patient relationships and generate referrals Attract top talent by innovating your workplace culture Use a CRM to track marketing ROI and streamline your growth

Episode Title: Continuous Rain and Rolling Thunder for Deep RelaxationDescription:In this episode, we immerse ourselves in the soothing sounds of continuous rain paired with rolling thunder to help you achieve deep relaxation. Discover how these natural auditory elements can calm your mind, reduce stress, and enhance your focus or sleep quality. Whether you're looking for a peaceful background for meditation, work, or rest, this episode offers a tranquil escape from the noise of everyday life.Take a few moments to breathe deeply and let the gentle rhythm of rain and thunder wash over you—perfect for creating a serene atmosphere whenever you need it most.Join us next time as we bring more calming experiences to support your journey toward inner peace.DISCLAIMER

Episode Title: Personal Attention ASMR Wrapped in Light Rainfall to Soothe Mind and BodyDescription:In this episode, we invite you to experience the calming blend of personal attention ASMR combined with the gentle sound of light rainfall. This soothing mix is designed to relax your mind and ease tension in your body, helping you unwind after a busy day. Whether you're looking to reduce stress, improve sleep, or simply find a moment of peace, these soft whispers paired with rain sounds create a comforting atmosphere for deep relaxation.Take a moment just for yourself—let the gentle rain and attentive whispers carry you to a place of calm and restfulness.Join us next time as we continue to explore more ways to nurture your peace and well-being.DISCLAIMER

Today, Dave Sullivan sits down with Scott Tebay, a fellow roofing business owner and a voice behind Roofer2Roofer podcast, for a real, no-nonsense chat about what it really takes to run a successful roofing company without losing your sanity. Scott opens up about his own journey, from chasing nonstop growth to building a business that actually fits his life. He gets honest about why he's wary of private equity, and why having a loyal team matters so much.You'll hear them swap stories and tips on everything from rebranding and grassroots marketing to making the most of virtual assistants, tracking the right numbers, and leading with authenticity. If you're a contractor looking for practical advice on growing your business sustainably, while still having a life, this episode is packed with insights you can actually use. Don't miss it!What you'll hear in this episode:Strategies for growing a roofing business and increasing profitabilityBalancing work and family life as a roofing contractorThe impact of private equity on the roofing industry and business ownershipImportance of defining personal success and creating a roadmap to achieve itEffective marketing strategies, including organic lead generation and community engagementThe role of virtual assistants in streamlining business operationsKey performance indicators (KPIs) for monitoring business health and profitabilitySignificance of maintaining a strong team and company cultureInsights on rebranding and its potential risks and rewardsChallenges and considerations of managing repairs versus full roof replacementsResources:Connect with Scott!Website, Email, and the Small Town Roofer PodcastConnect with Dave!Text Dave: (510) 612-1450Free Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

GovClose Certification Overview: https://www.govclose.comThere is a highly effective, results-driven certification that most people have never heard of — yet it consistently helps professionals break into six-figure federal sales careers, build multiple-six-figure consulting practices, and win meaningful government contracts for their businesses.In this video, former Department of Defense (now DOE) procurement officer Lt. Col. (Ret.) Richard C. Howard walks through the complete FY26 GovClose Certification Program syllabus, based entirely on how federal agencies actually buy. You'll see how GovClose students:- Earn top-tier roles as public sector account executives- Build consulting practices supporting government contractors- Win contracts for their own companies through data-driven strategy- Learn a repeatable process grounded in federal spending analytics- Apply what they learn through the GovClose War Room implementation systemThis is a full breakdown of the core curriculum, the methodology behind it, the real examples of what this certification prepares you to do in the federal marketplace.CHAPTERS00:00 314 Professionals Trained and the Outcomes They're Seeing00:15 Three Types of Results: AE Careers, Consulting Wins, Federal Contract Success00:30 Rick Howard's Background Managing $82B in DoD Contracts01:00 What You Will Learn in This Full Syllabus Walkthrough01:15 Why GovClose Is Not a Proposal-First Program01:30 The Three Paths to Applying GovCon Expertise02:00 Path 1: Contractor Path for Existing Business Owners02:45 Case Study: David Ortiz and Federal Logistics Contracts03:00 Path 2: Consultant Path for Those Without a Business03:15 Ivan's Path: Consulting Clients and Transition Into a Top Role03:45 Path 3: Professional Path and High-Level AE Careers04:15 What These AE Roles Look Like in Practice04:30 Jacob's Result: Standing Out Against Experienced Applicants05:00 Phase 1: Government Contracting Fundamentals06:00 Understanding Whether the Government Buys What You Sell06:15 Phase 2: Niche Development Through Federal Spending Data07:00 Identifying Low-Competition, High-Demand Niches07:30 Student Feedback: Eliminating Blind Spots Through Strategy07:45 Phase 3: Building the Federal Sales Roadmap08:15 How Agencies Buy: Vehicles, Set-Asides, Patterns08:45 Matching Your Company Profile to the Right Vehicles09:00 Estimating Realistic Potential Using Competitor Behavior10:00 How the Roadmap Helped Jacob Win His Interview11:00 Phase 4: Pipeline Building with Early-Stage Opportunities12:00 Why Waiting for Posted Solicitations Doesn't Work12:15 Phase 5: The Art of Winning Through Meetings and Influence12:45 Rick's Account Executive Example: Why Meetings Drive Success13:15 Understanding the Market Research Phase14:00 Case Study: Why Sam's Bids Were Late in the Process14:30 Phase 6: Mastering Proposals and Compliance Requirements15:00 Avoiding Disqualification Through Proper Compliance16:00 What Happens After 12 Weeks: The War Room17:00 Implementation Support: Pricing, Clients, Post-Award Guidance18:00 Access to Experts Across the GovCon Ecosystem18:30 Choosing Your Specialization After Certification19:00 Advanced Topics: Vehicles, SBIR, OTA, and Acquisition Strategy20:00 Deliverables You Leave With (Roadmap, Pipeline, Strategy, Niche)20:45 Certification Benefits: Badge, Recommendation, CRM, Community21:00 Who This Program Is Not Designed For21:45 Who This Program Is Designed For22:30 The Work Required and What True Expertise Looks Like23:00 How to Learn More or Join GovClose Recommended Videos to Watch NextThe 15 Rules of SAM.govhttps://youtu.be/gdh8dNBT46M27 Steps to Write Winning Proposals for Government Contractshttps://youtu.be/4Db9iCNlhw8The High-Paying Job Military Veterans Have Never Heard Ofhttps://youtu.be/cXGnPUaimAUConnect with Rick on LinkedIn: https://www.linkedin.com/in/govclose/Hire a GovClose Trained Consultant: https://match.govclose.com

Episode Title: Whispered Words and Rain Pattering, Easing the Mind Before RestDescription:In this episode, we invite you to unwind with the gentle sounds of whispered words paired with the soothing patter of rain. Discover how these calming audio elements can help quiet your mind and prepare you for a restful night's sleep. We'll share tips on how to use soundscapes like these to create a peaceful bedtime routine that promotes relaxation and mental clarity.Take a moment tonight to let the soft whispers and rain wash away the day's stress. These simple moments of calm can pave the way for deeper rest and renewal.Join us next time as we continue to explore ways to bring calm and relaxation into your daily life.DISCLAIMER

Episode Title: Soft Ambient Rainfall with Gentle Thunder: Crafting a Relaxing SanctuaryDescription:In this episode, we invite you to unwind as we immerse ourselves in the soothing sounds of soft ambient rainfall paired with gentle thunder. Discover how these natural rhythms can help create a peaceful sanctuary in your daily life, easing stress and promoting deep relaxation. We also share tips on using these calming sounds for meditation, focus, or simply finding a quiet moment amid the chaos.Make sure to carve out some time for yourself today—let the gentle patter of rain and distant thunder wash away tension and bring tranquility to your mind.Stay tuned for more peaceful moments on our next episode.DISCLAIMER

Episode Title: Rain Soundscapes Enhancing Concentration by Blocking Noise EffectivelyDescription:In this episode, we dive into the soothing world of rain soundscapes and how they can significantly boost your focus by masking distracting noises. Discover the science behind why rain sounds help sharpen concentration and create a peaceful atmosphere for work, study, or relaxation. We also share tips on incorporating these natural rhythms into your daily routine to enhance productivity and mental clarity.Take a moment to breathe, listen, and let the gentle patter of rain guide you to a calmer, more focused state of mind.Stay tuned for more calming insights in our next episode!DISCLAIMER

Episode Title: Personal Attention ASMR with Rainfall: Calming Your Mind Swiftly Before BedDescription:In this episode, we bring you a soothing blend of personal attention ASMR paired with gentle rainfall sounds designed to calm your mind quickly before bedtime. Experience the peacefulness that comes from focused, comforting whispers alongside the natural rhythm of rain, helping you unwind and drift into restful sleep. Whether you're dealing with stress or simply seeking a serene end to your day, let these calming sounds guide you to tranquility.Take a moment tonight to relax and let this peaceful combination wash over you — your mind will thank you.Join us next time as we continue creating moments of calm and relaxation together.DISCLAIMER

Episode Title: Rain Sounds Strengthening Focus Through Long Study or Work HoursDescription:In this episode, we discuss how rain sounds can help boost concentration and maintain focus during extended periods of studying or working. Discover the science behind how gentle rain can drown out distractions, create a calming atmosphere, and improve productivity. We also share tips on how to integrate rain sounds into your daily routine to make long work sessions feel more manageable and less stressful.Take a moment for yourself and let the steady rhythm of rain guide you through your busiest days. Small changes like this can greatly improve your mental clarity and endurance.Stay tuned for our next episode as we continue exploring simple ways to bring calm and focus into everyday life.DISCLAIMER

Episode Title: Gentle Rainfall Combined with Quiet Personal Attention for RelaxationDescription:In this episode, we invite you to unwind with the soothing sounds of gentle rainfall paired with moments of quiet, personal attention designed to help you relax deeply. Discover how this calming combination can ease your mind, reduce stress, and create a peaceful space within your day. Whether you need a break from the noise of everyday life or a gentle way to prepare for rest, this episode offers a mindful experience to support your well-being.Take a few moments for yourself today — let the soft rain and calm presence guide you toward tranquility.Join us next time as we continue exploring simple ways to bring calm and balance into your life.DISCLAIMER

Episode Title: Thunderstorm Sounds Mixed with Gentle ASMR to Relieve TensionDescription:In this episode, we blend the soothing sounds of a thunderstorm with gentle ASMR to create a calming atmosphere perfect for easing tension and promoting relaxation. Experience how the natural rhythm of rain and distant thunder, combined with soft ASMR triggers, can help quiet your mind and reduce stress. Whether you're winding down after a long day or need a peaceful break, these sounds are designed to guide you toward a state of calm.Take a few moments for yourself and let these comforting sounds wash over you, helping to restore balance and tranquility in your busy life.Join us next time as we explore more ways to nurture your well-being and find peace in everyday moments.DISCLAIMER

Episode Title: Gentle Rain and Personal Attention Easing Anxiety Before SleepDescription:In this episode, we dive into the soothing effects of gentle rain sounds combined with personal attention techniques to help ease anxiety before bedtime. Discover how these calming elements can create a peaceful environment that supports restful sleep and mental relaxation. We also share practical tips on using soundscapes and mindful self-care to quiet your mind and prepare for a night of deep, restorative rest.Take a moment each evening to embrace these calming practices—it's a simple way to nurture your well-being and unwind from the day's stresses.Join us next time as we continue exploring ways to bring calm and relaxation into your daily life.DISCLAIMER

Episode Title: Whispered Personal Attention Blended with Calming Thunderstorm SoundsDescription:In this episode, we invite you to experience a soothing blend of whispered personal attention combined with the gentle sounds of a calming thunderstorm. This unique mix is designed to help you unwind, reduce stress, and find moments of peace amidst the noise of daily life. Whether you're using it as a relaxation aid before sleep or a mindful break during your day, the comforting whispers paired with nature's rhythm offer a peaceful escape.Take a few minutes to immerse yourself in this calming atmosphere — your mind and body will thank you for it.Stay tuned for more episodes crafted to help you feel calm and relaxed.DISCLAIMER

Episode Title: Light Rainfall Paired with Gentle Whispers to Ease the Busy MindDescription:In this episode, we invite you to unwind with the soothing combination of light rainfall and soft whispers designed to calm your busy mind. Discover how these gentle sounds can help reduce stress, promote relaxation, and provide a peaceful escape from the noise of daily life. Whether you're winding down after a long day or need a moment of calm during a hectic schedule, this audio experience offers a serene retreat to restore your mental balance.Take a few moments for yourself today—let the rhythmic patter of rain and comforting whispers guide you toward tranquility.Join us again in the next episode as we continue exploring simple ways to bring calm and relaxation into your life.DISCLAIMER

Can AI, robotics, and self‑driving technology change the distribution landscape faster than the economy can adapt?In this episode, hosts Kevin Brown and Tom Burton explore the intersection of economic volatility, AI innovation, and leadership adaptation. From robots vs. self‑driving cars to tariff strategy and monetary policy, they unpack the signals distributors should watch and the human‑centric mindset required to thrive amid transformation.What You'll Learn:The race between humanoid robots and self‑driving cars, and what it reveals about AI adoption timelines.Why the Fed's two‑percent inflation target may be outdated in a world of live data and instant analytics.How prediction markets like Polymarket are redefining economic forecasting.The impact of tariffs, trade policy, and rate cuts on wholesale pricing and investment.Why AI literacy, leadership calibration, and contextual intelligence are the new core skills for distribution executives.Episode Highlights:03:05 – Robots or self-driving cars first? Why Kevin now believes humanoid robots may reach mainstream use sooner than autonomous vehicles17:28 – From flying cars to manual transmissions: How consumers balance nostalgia with rapid AI-enabled innovation29:52 – Is the Fed working with outdated economic models? How real-time AI data could reshape monetary policy44:40 – Government shutdown predictions: How Polymarket's 27% odds reveal deeper insights about economic sentiment57:55 – Tariff strategy clarified: Why “refund rumors” are misleading and why methodology matters more than politics01:10:08 – Leadership evolution: AI fluency, contextual intelligence, and functional empathy as core executive skills for 202601:19:30 – Closing take: Why leaders who integrate AI intentionally, rather than reactively—will define the next decade of distributionTools & Frameworks Mentioned:LeadSmart Channel Cloud™ — AI‑enabled CRM and Customer Intelligence platform for manufacturers and distributors.Polymarket — decentralized prediction market for real‑time economic signals.Context Engineering & Agentic AI Workflows — aligning AI systems with business intent and human oversight.Functional Empathy Model — bridging automation and human judgment in leadership development.Closing Insight:“AI doesn't replace relationships, it reinforces them by removing friction.” — Kevin BrownLeave 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.

In this episode, Eric Thompson sits down with Stephanie Peterson, a dedicated Ninja Realtor® from Spokane, Washington. With 11 years of experience and an incredible ability to generate over $200,000 annually working just 20 hours a week, Stephanie shares how living intentionally, staying in flow, and focusing on relationships has completely transformed her life and business. Episode Summary Stephanie Peterson, a long-time Ninja and real estate professional with Windermere City Group, has built a highly efficient and relationship-driven business centered around a select group of 100 people. Rather than expanding endlessly, she focuses on depth by tracking her productivity, staying in consistent contact with her top clients, and living a well-rounded, fulfilling life outside of work. Her systematic and intentional approach enables her to balance a high income with meaningful free time. This episode delves into Stephanie's annual business planning method, including how she calculates the value of her time, schedules her week around her top priorities, and makes every decision based on ROI, both financial and emotional. Through quarterly pop-bys, annual reviews, and handwritten notes, she has made her business a hub of authentic relationships and genuine care. She also explains the art of managing her time into productive (P), indirectly productive (I), and eliminated (E) activities (she has zero E-time in her calendar). Listeners will also learn how Stephanie cultivates strong connections with fellow agents through intentional networking, hosting events, and thoughtful follow-up strategies. Whether you're seeking to streamline your business or increase your joy in your career, Stephanie's insights offer a powerful model of simplicity, connection, and purpose. Key Takeaways Focus Beats Volume: You don't need thousands of contacts to succeed; Stephanie generates six figures by serving 100 people with depth and care. Work Smarter: She works only 20 hours a week by scheduling her time with precision and tracking income per hour — over $2,000/hour for client time. Pop-By Strategy: Personalized quarterly gifts (like homemade salsa or Dad's Root Beer kits) strengthen relationships and generate referrals. Annual Reviews = Relationship Gold: She uses annual real estate reviews to provide value, deepen connection, and identify new business opportunities. Efficiency Through Systems: Everything, from gift inventory to CRM input, is systematized, allowing her to stay creative without being overwhelmed. Intentional Realtor Networking: Stephanie nurtures a nationwide referral network through memorable follow-up, event hosting, and meaningful gifts. Living Beyond Work: Embracing creativity, travel, and personal connection, she has built a life where work supports but doesn't define her. Memorable Quotes "The system is simple if you work the system." "I work 20 hours a week, earn over $200K, and focus on just 100 people." "If I want a big crop, I have to take care of my plants: I weed, water, and prune. That's how I treat my database." "Real estate has given me some of the best friendships in my life." "Don't just brush your teeth once; don't just go to one Ninja Installation. Keep brushing your business." "Busy doesn't equal productive. It's the right activities that bring results." "Who are your vital few? And what are the vital few activities?" Links: Website: https://ninjaselling.com/ninja-podcast/ Email: TSW@NinjaSelling.com Phone: 1-800-254-1650 Podcast Facebook Group: http://www.facebook.com/groups/TheNinjaSellingPodcast Facebook: http://www.facebook.com/NinjaSelling Instagram: https://www.instagram.com/ninjasellingofficial/ LinkedIn: https://www.linkedin.com/company/ninjaselling Upcoming Public Ninja Installations: https://NinjaSelling.com/events/list/?tribe_eventcategory%5B0%5D=183&tribe__ecp_custom_2%5B0%5D=Public Ninja Coaching: http://www.NinjaSelling.com/course/ninja-coaching/ Stephanie Peterson: https://stephaniesellsspokane.com/

Tired of hearing "let me think about it" after every proposal? In this episode, I break down why most tech consultants are stuck grinding on $3K projects while plumbers are one of the highest paid trades. I share the story of David, a CRM consultant who was targeting the right companies but solving the wrong problem, and how one shift took him from $5K projects to his first $250K contract in six months. If you've been told you need better marketing, better positioning, or a tighter niche but nothing's moving the needle, the real issue might be simpler than you think.Resources and LinksApply for a Multiplier CallPrevious episode: 652 - Building a Top 3% HubSpot Partner Through Vertical Focus and Culture-First Leadership with Gemma PriceCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

In this episode, John Wilson sits down with Patrick Dichter, owner of AppleTree Business Services, to break down what “good accounting” actually looks like inside a growing home service business — and why financial clarity becomes a competitive advantage as you scale.John opens up about a hard truth: he didn't get his first clean month-end close until last year, and it made almost a decade of decision-making harder than it needed to be. Patrick walks through the real stages most home service operators go through — from “Checkbook Charlie” to outsourced bookkeeping to in-house controllers — and the exact problems that show up at each stage.They dig into why growth eats cash even when the business is “doing everything right,” how bad accruals and broken CRM/accounting integrations quietly destroy margins, and what a simple cash forecast can do to keep you out of trouble. John also shares the painful lesson he learned in 2025: you can run a strong P&L and still get smoked on cash if you're not thinking about the balance sheet.If you've ever asked “where's my money?” while growing, struggled to trust your gross margin, or felt like your business is flying blind month-to-month — this one is for you.

After nearly two decades in real estate, Nichole LaVigne joins the REDX Podcast to share how she built a thriving business through classic prospecting, disciplined time-blocking, and a mindset shaped by entering the industry during the 2006 crash. From circling FSBO ads in the Sunday paper to mastering social media and online branding, Nichole reveals how agents can blend old-school fundamentals with modern marketing to create predictable opportunity in any market. Her approach—prospecting-based, marketing-enhanced—has helped her generate consistent listings, build a team that supports her lifestyle, and coach agents to do the same.Here's what you will discover…How Nichole blends old-school prospecting with modern marketing to create daily, predictable opportunities.Why time-blocking, mindset, and consistency matter more than market conditions.How conversations—wrong numbers, open houses, social interactions—become income-producing opportunities.Jump to these topics:

Aydin sits down with Mike Potter, CEO and co-founder of Rewind, to talk about how AI is changing both the risk and opportunity landscape for SaaS companies. They cover how AI agents are now deleting real customer data, why backup is more critical than ever, and how Rewind became an AI-native org with dedicated AI ownership, monthly Lunch & Learns, and real internal workflows.Mike walks through the exact N8N workflows he uses to:Auto-triage his Gmail into multiple inboxes using AIGenerate a daily AI brief based on tasks, calendar events, and past email contextAnalyze churn, win/loss, and internal product data using Claude and MCPThey close with Mike's “dream automation”: a full AI-generated business review that looks across financials, CRM data, and benchmarks.Timestamps:0:00 — Welcome to the show0:31 — Mike's intro & what Rewind backs up across SaaS ecosystems1:40 — AI agents as a new failure mode and how Rewind “saves you from your AI”4:05 — Turning Rewind into an AI-native company early on4:53 — First attempt at AI-built integrations (why it failed then, why it might work now)7:23 — Developers trading tedious integration maintenance for more interesting AI work9:45 — Code vs architecture: the Shopify webhooks story and handling 1.1B+ events14:03 — Hiring an AI Engineer: scope, responsibilities, and why background mattered15:33 — How Rewind drove AI adoption: Lunch & Learns, “use it in your personal life,” experimentation20:53 — How AI Lunch & Learns actually run across multiple offices and remote folks23:10 — Examples: CS tools, Alloy prototypes, AI video voiceovers, end-to-end workflows25:13 — Churn workflows: combining uninstall reasons from multiple marketplaces into Claude27:06 — Win/loss and internal analytics using Claude Projects + MCP server into an internal DB29:14 — Choosing between Claude, ChatGPT, and Gemini depending on the task (and re-testing every few months)31:23 — Mike's Gmail system: multiple inboxes + N8N + AI classification36:07 — Inside the email-classifier prompt and AI-powered spam that beats Gmail filters41:34 — The “Daily AI Brief”: pulling tasks, meetings, and prior email threads into a single morning email45:02 — Letting AI write and debug N8N workflows (and how assistants in tools are getting better)48:58 — Wishlist: automated AI business review across finance, Salesforce, and SaaS benchmarks51:23 — Closing thoughts: so many useful tools are possible, but GTM is the hard partTools & Technologies MentionedRewind – Backup and restore for mission-critical SaaS applications.Claude – LLM used for analysis, projects, agents, and internal tools.ChatGPT / OpenAI (GPT-4.1, GPT-4.1 mini) – LLMs used for code, prompts, and workflow JSON.N8N – Automation platform used to build email and daily-brief workflows.Gmail – Email client where AI-powered labels drive multiple inboxes.Google Calendar – Calendar data powering the daily AI agenda.Google Tasks – Task list feeding into the morning brief email.MCP (Model Context Protocol) – Connects Claude to Rewind's internal databases.Alloy – Tool for building interactive product UI prototypes.Salesforce – CRM used for pipeline, churn, and win/loss analysis.Gumloop – Workflow tool with an embedded AI assistant.Zapier – Automation platform referenced for plain-English workflow creation.Fellow – AI meeting assistant for summaries, action items, and insights.Subscribe at⁠ thisnewway.com⁠ to get the step-by-step playbooks, tools, and workflows.

You've worked on some of the most iconic consumer-loved brands—how do you translate that big-brand thinking into IGA's decentralized, independent retail model?How has your direct marketing mindset influenced the way IGA approaches shopper insights, loyalty programs, and CRM in today's fragmented retail environment?What role does storytelling play in building richer customer relationships across IGA's network of stores, especially when trying to drive both local and national relevance?With so much focus on digital innovation and shopper experience, how is IGA evolving its in-store programs to align with online expectations and behaviors?From your experience, what's the most overlooked opportunity for brand and shopper marketing leaders to create more profitable customer relationships in today's CPG-retail ecosystem?

Episode Title: Gentle Rainfall Guiding Me Into Peaceful Sleep Every NightDescription:In this episode, we invite you to unwind with the soothing sound of gentle rainfall, designed to guide you effortlessly into a deep and peaceful sleep. Discover how the steady rhythm of rain can calm your mind, ease stress, and create the perfect atmosphere for relaxation. Whether you're struggling with insomnia or simply want to enhance your nightly routine, this episode offers a serene auditory escape to help you rest better each night.Take a moment for yourself, breathe deeply, and let the gentle rain wash away the day's worries as you drift off to sleep.Join us again soon as we continue sharing calming sounds and techniques to bring more relaxation into your life.DISCLAIMER

Episode Title: ASMR Personal Attention with Soft Rain: Easing You into SleepDescription:In this episode, we invite you to unwind with a blend of gentle ASMR personal attention and the soothing sound of soft rain. Discover how these calming elements work together to help you relax deeply and drift off to sleep more easily. Whether you're struggling with restless nights or simply want to improve your bedtime routine, this episode offers a peaceful escape to restore your calm.Take a moment for yourself tonight—let the comforting whispers and gentle rain guide you toward restful sleep and tranquility.Join us next time for more ways to bring calm and relaxation into your everyday life.DISCLAIMER

Episode Title: Thunderstorm Ambience Washing Away Worries for Peaceful SleepDescription:In this episode, we immerse ourselves in the soothing sounds of a gentle thunderstorm, designed to help wash away your worries and guide you into a restful, peaceful sleep. Discover how the natural rhythm of rain and distant thunder can calm your mind and create a serene environment, perfect for unwinding after a busy day. We also share simple tips on using thunderstorm ambience as a tool to promote relaxation and improve sleep quality.Take a moment to breathe deeply, listen closely, and let the calming storm carry you to tranquility.Join us next time for more relaxing soundscapes to support your journey toward calm and balance.DISCLAIMER

Episode Title: Thunderstorm Sounds: Reducing Insomnia and Calming NervesDescription:In this episode, we dive into how the soothing sounds of thunderstorms can help ease insomnia and calm anxious nerves. Learn why many find the gentle rumble and rain to be a natural sleep aid, and discover simple ways to include these relaxing sounds in your nightly routine. Whether you struggle with falling asleep or just need a moment to unwind, the calming rhythm of a thunderstorm might be the peaceful escape you've been searching for.Make sure to set aside some quiet time for yourself, letting the soft storm sounds guide you to rest and relaxation. Small moments like these can truly help restore balance in our busy lives.Stay tuned for more episodes focused on bringing calm and peace to your day.DISCLAIMER

In this episode of The Rainmaking Podcast, Scott Love speaks with Kelly Kennedy, executive business development coach and host of The Business Development Podcast, about what it really means to “open doors for rainmakers.” Kelly reframes business development as the disciplined art of creating interest and securing face-to-face meetings—not closing deals or running marketing campaigns. He introduces his concept of “meeting math”: start with your revenue goal, determine the average value of a new client, estimate your close rate from qualified meetings, and back into the exact number of meetings you need per year and per month. Because meetings are the only part of the sales process a BD professional can truly control, Kelly argues that success should be measured in high-quality meetings, not just revenue, and that this clarity gives rainmakers confidence and focus. Kelly then walks through how to build a repeatable door-opening system. Instead of chasing only the biggest “tippy-top” companies, he recommends targeting the next tier down and the service providers that support them—often better, stickier clients with more realistic expectations. He urges firms to identify their ideal buyer personas (presidents, procurement managers, operations leaders, etc.), then use tools like LinkedIn to build targeted lists and send personalized connection requests and introductions. Kelly stresses the importance of separating roles—door-opening BD, proposal/sales, and account management—so nothing falls through the cracks, and he closes with three action steps: block 3–5 hours weekly for pure BD, define your ideal buyers by title in each vertical, and make direct contact via phone and email while always asking for the meeting. Visit: https://therainmakingpodcast.com/ YouTube: https://youtu.be/FJtovnbYvRo ----------------------------------------

Today, Noah and John sit down with Brooklyn real estate powerhouse Jessica Peters of Douglas Elliman. With nearly two decades in the business and over $1 billion in closed deals, Jessica brings a sharp perspective on the Brooklyn market — from Fort Greene to Bed-Stuy — and shares what it takes to succeed, grow, and stay sane in today's ever-shifting landscape. Jessica dives into neighborhood trends, buyer behavior, new development strategy, and why staging and data matter more than ever. Plus, she breaks down the mental side of real estate: setting boundaries, building confidence, and learning to walk away from bad business. It's a mix of tactical advice and real talk from one of the best in the game today. Great stuff! ==================================== ✅ Stay Connected With Us:

Welcome to The K9PT Academy podcast, the only podcast in veterinary rehabilitation & physical therapy that focuses on helping business owners and entrepreneurs build and scale a profitable and successful canine rehabilitation business! In this episode, we continue our theme of planning for 2026—but through a different lens: building a business that supports your life, your family, and your personal journey, not the other way around. I share reflections from the past few months of raising twins, lessons from my original “Walk of Freedom” back in 2017, and why freedom—mindset freedom, time freedom, and personal freedom—is one of the greatest gifts entrepreneurship can offer. If you've ever felt stuck, overwhelmed, or trapped in the hamster wheel of business ownership, this episode will remind you that you deserve a business that gives you life—not one that drains it. Listen to the full episode as we discuss:

You asked for honesty—then froze the room when an AE flagged a dead “hero” deal. Next week, the bad news vanished. In this episode, Brandon Bornancin breaks down how one meeting can train a team to hide risk, and how to rebuild a culture where truth beats theater.You'll learn a simple framework to make honesty safe and accountable: embed real buyer signals (job changes, intent, site behavior) directly in the CRM, open every review with three risks to close, and publicly reward the rep who kills a zombie deal early. Brandon shows how to move activity vanity out of exec reviews, gate stage changes on Power, Process, and Proof, and turn “unkind truths” into faster decisions and cleaner pipeline.

Join the Growth Letter for weekly strategic perspectives on sustainable business growth - https://www.darrellevans.net/subscribeIn this episode, I walk through a situation I'm seeing more often, companies doing everything “right” with their marketing yet watching their cost to acquire customers climb anyway. I break down a conversation with a $5M service business spending over $70K a month on Google Ads and show why their top-performing channel suddenly became the bottleneck. More importantly, I unpack the subtle shifts in buyer behavior and the overlooked gold sitting inside their own CRM. If your ad spend keeps rising but growth feels stuck, this episode will help you see what's really happening and where the next level actually comes from.Join the Growth Letter for weekly strategic perspectives on sustainable business growth - https://www.darrellevans.net/subscribe No tactics. No trends. Just clear thinking on what actually works from three decades of working with $1M+ businesses that have outgrown tactics but need strategic clarity.

Send us a textIn this episode, Katarina Forster sits down with Jena Mehlberg, a seasoned beauty industry professional and entrepreneur with nearly two decades of hands-on experience.Jena's journey in beauty began early. Inspired by her mother, who owned a massage therapy business, she launched her own mobile beauty business at just 19 years old. Over the years, she grew that mobile venture into a successful brick-and-mortar salon, which she owned for eight years before selling it to pursue her next chapter in tech.Having worked in nearly every role — employee, renter, salon owner, and employer — Jena brings a rare, well-rounded perspective to the conversation. With a degree in Business Management and a passion for blending beauty with business strategy, she has spent the past three years coaching beauty professionals across the country.In 2024, Jena began building her own CRM platform designed specifically for the beauty industry, aiming to bridge the gap between beauty and technology. Her mission is to create tools that elevate the client experience while empowering beauty pros to grow, streamline, and adapt in a rapidly evolving landscape.Beyond her work in salons and software, Jena has spoken at conferences nationwide, sharing her expertise on entrepreneurship, women's empowerment, diversity in beauty, and creating authentic client experiences. She uses her platform to advocate for greater representation industry-wide. Outside of work, she is a proud mom to her son, Hayden, who already mirrors her entrepreneurial drive and love of travel.What We Cover in This EpisodeBuilding long-lasting client relationshipsThe deeper emotional meaning behind beauty servicesJena's shift from service provider → educator → tech founderClient retention strategies that actually workHow automation can support human connectionThe future of beauty with AI and emerging technologyThe importance of constant education and mindset workCreating emotional and transformative experiences for clientsNavigating growth and adaptation in a fast-changing industryThis conversation is packed with insights for beauty professionals at every stage, whether you're behind the chair, educating, or building something new.Connect With JenaSalon Software: https://salonflow.io/homeMastering Beauty Academy: https://www.catalystbeautygroup.com/mbaInstagram: @jenamehlbergFacebook: Jena Mehlberg

Send us a textStop guessing your way through sales. We sit down with Carolyn Miller—builder's daughter, top-performing dealer, sales trainer, and CRM implementer—to map a simple path from chaotic follow-up to a clean, scalable system that grows shed and post‑frame sales. Carolyn's Ask, Listen, Solve framework anchors the conversation: ask smarter questions that surface real needs, listen for budget, timing, and site constraints, then solve with a clear next step that moves the deal forward. From there, we translate that human process into technology your team will actually use.You'll hear concrete examples of how a right-sized CRM becomes more than a contact list. We talk automations that text prospects within minutes of a configurator submission, task sequences that keep quotes alive, and post‑delivery check-ins that trigger five‑star Google reviews and referrals. Carolyn shares a client win where automation alone revived a lead the salesperson had written off, turning it into an $800 profit carport sale. We also open the hood on integrations—connecting IdeaRoom or Digital Shed Builder to capture high-intent leads, syncing orders to QuickBooks Online to eliminate double entry, and pushing projects to monday.com so production and delivery stay in lockstep with sales.If your tech stack already feels crowded, this chat will help you make it act like one system. We cover when to use APIs, webhooks, and Zapier, and why a simple front end matters more than a flashy dashboard. Most importantly, we focus on adoption: weekly coaching, tight feedback loops, and small refinements so your team starts the day in the CRM and never loses the thread with a customer again. Ready to replace “winging it” with a repeatable process that frees your time and lifts your close rate? Hit play, then tell us your biggest follow-up bottleneck—we'll tackle it in a future installment. If you find value here, subscribe, leave a review, and share this with a dealer who needs a cleaner system.For more information or to know more about the Shed Geek Podcast visit us at our website.Would you like to receive our weekly newsletter?  Sign up here.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: Shed ProIdentigrowCALCardinal LeasingDigital Shed Builder

Send us a textA wedding coordinator turned realtor who almost quit ends up selling 30+ homes her first year and doubling down on the one tactic most agents avoid: telling the truth. Meet Melissa Royale, a San Antonio agent who built a resilient business on systems, mentorship, and real conversations about budget, tradeoffs, and timing.We dig into the inflection points that changed everything: splitting from family partners, leaving a bad fit, and finding a mentor who replaced guesswork with accountability. Melissa breaks down the exact toolkit that saved her sanity—Google Calendar time blocks, Tasks for daily execution, a CRM that keeps seven-month leads warm, and a live checklist that flags deadlines in red. The result is a calm brain and a steady pipeline, even with multiple pendings in a tight, incentive-heavy market.If you're wrestling with affordability, builder concessions, or the post-NAR settlement noise, this conversation offers spine and strategy. Melissa explains how to write offers that win, why she negotiates compensation inside the contract, and when she refuses listings that won't sell. She sets expectations with buyers early—choose your compromise: location, size, age, or upgrades—and warns short-term owners about competing with builders on resale. For new agents, her advice is direct: know your personality, pick the right environment, and get organized fast. For buyers, it's simple: start where you are, build equity, and let your next home fund itself.Real estate doesn't reward perfect conditions. It rewards clarity, consistency, and courage. Tap play to learn how Melissa turned hard lessons into a durable playbook you can use today. If this helped you think sharper about buying or selling, subscribe, share with a friend, and leave a review with your biggest takeaway—we read every one.Support the showKey Factors Podcast is Powered by LoanBot.com Host: Mark Jones | Sr. Loan Officer | NMLS# 513437 If you would like to work with Mark on your next home purchase or as a partner visit iThink Mortgage.

Julie Deems breaks down how to realign your life, energy, and boundaries so you step into January grounded instead of overwhelmed.Episode Highlights:A single guiding theme for the year creates more clarity than a long list of goals.Non-negotiables anchor your routines and protect your capacity.Letting go of what isn't yours to carry is a powerful act of emotional decluttering.Your theme becomes a filter for decision-making all year long.You rise not by reinventing yourself, but by realigning with your true self.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

Episode Title: Soft Thunderstorm Sounds to Quiet My Restless MindDescription:In this episode, we invite you to unwind with the gentle sounds of a soft thunderstorm, perfect for calming a restless mind. Discover how the soothing rhythm of rain and distant thunder can help ease stress, improve focus, and bring a sense of peace amidst a busy day. We also share tips on using these natural sounds to create a calming atmosphere for meditation, sleep, or simply taking a mindful break.Take a moment for yourself—let the comforting embrace of a soft thunderstorm wash over you and restore your inner calm.Join us next time as we continue to explore simple ways to bring more tranquility into your daily life.DISCLAIMER

Episode Title: Rain Sounds That Create a Peaceful Study EnvironmentDescription:In this episode, we dive into the soothing world of rain sounds and how they can transform your study space into a peaceful haven. Discover the science behind why gentle rainfall helps improve focus and reduces stress, making it easier to concentrate on your work or studies. We also share tips on how to incorporate rain soundscapes into your daily routine to boost productivity and maintain calmness during busy days.Take a moment for yourself and let the calming rhythm of rain guide you to a more focused, relaxed state of mind.Stay tuned for our next episode as we continue exploring ways to bring calm and balance into your everyday life.DISCLAIMER

Today I'm joined by Kim Saylor, Senior Director of Product Marketing at CDK Global. We break down why younger customers choose service providers based on online reviews, how AI is reducing wait times in service, and why mobile service is becoming a premium convenience buyers will pay for. Kim also explains how recalls create real service opportunities and how dealers can better educate customers. This conversation is full of actionable strategies for adapting to Gen Z expectations. This episode is brought to you by: 1. OPENLANE - The world's best online dealer marketplace for used cars, bringing you exclusive inventory, simple transactions, and better outcomes. Learn more @ http://openlane.com/cdg 2. vAuto - As the industry's premier provider of end-to-end inventory management solutions, vAuto gives every dealer—from a single point store to the largest groups—the data, insights and tools they need to maximize returns from the new and used vehicle inventory investments. Known for its game-changing inventory management innovations, vAuto provides AI-powered predictive data science to help dealers see their future and consistently make the right, ROI-minded decisions with every vehicle they appraise, acquire, price and retail. Visit @ https://www.vauto.com for more details.⁠⁠⁠⁠ 3. CDK Global - Dealers—big news. CDK just leveled up their CRM in a massive way. We're talking next-gen AI baked right into your daily workflow: Automatically following up with internet leads, surfacing buyer insights, and giving you instant AI-generated summaries of every customer interaction—no more digging through notes. And CRM Video is here. Record, send, and track personalized videos to customers—all inside the CRM. Check out the AI enhanced CDK CRM: Visit @ https://www2.cdkglobal.com/l/146251/2025-11-24/3fy2v4 Check out Car Dealership Guy's stuff: For dealers: CDG Circles ➤ https://cdgcircles.com/ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dealership recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgrecruiting.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Fix your dealership's social media ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.trynomad.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For industry vendors: Advertise with Car Dealership Guy ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics: 00:49 The Importance of Fixed Operations 02:37 Service Shopper Study Insights 03:53 Gen Z Loyalty and Communication Preferences 06:48 Mobile Service Trends and Dealer Recommendations 15:28 The Role of AI in Service Departments 25:14 The Impact of Recalls on Dealerships 29:46 Conclusion and Final Thoughts Car Dealership Guy Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Your habits either amplify your potential or slowly drain it. In today's episode, Jennifer and I talk about stress resilience, sleep, gut health, and the nutrition frameworks that help you feel grounded, clear, and fully capable. Jennifer breaks down why cortisol isn't the enemy, how to know when HIIT training is helping versus hurting, and the “Two Weeks Out” method that keeps you looking and feeling incredible without extreme dieting. Tune in to learn the routines that help high-achieving women feel incredible from the inside out. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS 00:00 The four things to do immediately after waking to set your hormones and energy for the day. 06:30 The essential evening routine that protects your sleep and nervous system. 12:15 How caffeine timing influences anxiety, cortisol, and sleep. 19:00 Why your environment makes or breaks your habits and your health. 25:45 The identity shift that happens when you stop negotiating with yourself. 30:00 How poor habits block your intuition, creativity, and connection. 36:00 The “Two Weeks Out” protocol for photoshoots and events. 42:00 The health habits that make you more resilient to business risks. 46:30 Why looking healthy affects who invests in you. 49:30 How walking regulates cortisol, mood, and mindset. 54:00 What happens when you do HIIT training every day? 58:30 How reducing intense workouts can actually make some women leaner. 01:01:15 How under-eating (especially fats) shows up on your skin and speeds up aging. 01:08:15 Advice on choosing the right supplements (what to look for & what to avoid). 01:12:15 How do you get collagen peptide? RESOURCES Learn more about Jennifer Hanway HERE Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Jennifer: @jenniferhanway