Podcasts about CRM

A quick bonus episode giving you the full rundown of my Black Friday sales (including links, codes, and a few affiliate deals I think you should know about) so that you can easily decide what to shop this Thanksgiving week. See ALL the details of my biggest sale of the year here: https://elizabethmccravy.com/bf Showit Website Templates are 35% Off: https://elizabethmccravy.com/shop All my Showit templates (both full sites and add-ons!) are 35% off, including the “All the Add-Ons Ever” bundle (which is deeply discounted already!). Whether you're planning a brand-new site or want some add-ons for your current one, this is the best time to shop.Podcast Success Blueprint is 15% Off: https://elizabethmccravy.com/psb This is my course all about podcasting. It walks you step-by-step through starting and growing a podcast, from choosing your niche and launching to marketing, monetization, and building sustainable systems, PLUS advanced training on hosting, interviews, and earning income without a big audience.Booked Out Designer is $800 Off: https://elizabethmccravy.com/bod Booked Out Designer is returning to its ORIGINAL BETA PRICE (hear me talk about the beta during episode 110 and listen to this episode to hear what's changing). Inside, I teach you how to build a profitable, sustainable, in-demand service business.Affiliate deals (starts at 12:35)Flodesk email marketing software: This is your LAST chance to sign up and get the same low monthly price regardless of how big your list grows! Use code ELIZABETH for 50% off your first year at https://elizabethmccravy.com/flodesk Dubsado: I've used the same CRM since Day 1 of my business. Use code ELIZABETH30 for an extra discount before December 1st at https://elizabethmccravy.com/dubsado Haute Stock: This is my favorite stock photo and video company. Head to elizabethmccravy.com/hautestock to get $150 off your annual subscription.Riverside: If you want to record for video for your podcast or Youtube (solo or guest episodes!), you need Riverside. My favorite feature is the AI-generated clips that help me share on social media. Get 35% off annual plans with the code BF2025 here: https://elizabethmccravy.com/riverside 

Today, Dave Sullivan chats with Matt Tyner, who's the VP of Marketing at Bone Dry Roofing. They dive into what really works when it comes to marketing for roofing contractors. Matt talks about how to find the right balance between digital and traditional advertising, why building a trustworthy brand matters, and which metrics are actually worth tracking. He also explains how marketing and operations can work hand-in-hand. Plus, Matt shares why getting involved in your community and focusing on real human connections, rather than just relying on AI, can make a big difference in customer service. You'll hear plenty of practical tips for growing your business in a sustainable way. If you're a contractor looking to boost profits, run things more smoothly, and build strong relationships with your customers, this episode is packed with useful advice.What you'll hear in this episode:Importance of effective lead capture and management for roofing contractorsDifferences in marketing strategies between HVAC and roofing industriesSignificance of brand building and community involvement in marketingThe role of traditional advertising channels (TV, billboards) in enhancing brand awarenessNecessity of tracking key performance indicators (KPIs) for marketing effectivenessImpact of customer experience and trust on lead conversion and retentionEvolving role of AI in marketing and customer interactions within the roofing industryStrategies for nurturing leads and maintaining customer relationships over timeThe challenges of marketing for multi-location roofing companies and the need for localized contentConsistent processes in soliciting customer reviews and optimizing SEOResources:Connect with Matt!Bonedry.comLinkedInmatttyner@bonedry.comConnect 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.

Sales leadership isn't just about hitting numbers—it's about creating a strategic framework that transforms your entire organization into a revenue-generating machine. When you shift from viewing sales as a transactional function to positioning it as the strategic heartbeat of your company, everything changes. In this conversation with John Allen, CRO of GNA Partners, we explore how to build a consultative selling culture that puts customer outcomes first. John shares his journey from operations to sales leadership, revealing how his operational background became his secret weapon in creating systematic approaches to revenue generation.  The Power of Operational Thinking in Sales Coming from an operations background gave John a unique perspective on sales strategy. Instead of relying on gut feelings or "the way we've always done it," he applied systematic thinking to every aspect of the sales process. This operational mindset became the foundation for scaling GNA Partners from a lifestyle business to a national player in the HR outsourcing space. Building a Revenue Culture That Actually Works Creating visibility into key metrics was the first step in transforming GNA's sales organization. By implementing Salesforce and making pipeline data transparent across the team, John created accountability and clarity around what success looks like. But transparency alone wasn't enough; the team needed to understand how their individual contributions connected to the company's broader strategic goals. The Two-Opportunities-Per-Week Framework After analyzing five years of data from top performers, John discovered something remarkable: the highest-producing reps consistently added two legitimate opportunities to their pipeline every week. This simple metric became the North Star for the entire sales organization, cutting through the noise of countless KPIs to focus on what truly drives results.  Here's what you'll learn from this episode: How to transition from transactional selling to strategic consulting that builds long-term client relationships. The systematic approach to onboarding new sales talent that accelerates time-to-productivity. Why pipeline coverage ratios matter and how to calculate the right targets for your team. The critical role of sales leadership in reinforcing methodology through hands-on coaching. How to create accountability systems that drive consistent performance across your sales organization. John's approach proves that when you combine operational discipline with consultative selling principles, you create a sustainable competitive advantage. His insights on balancing pipeline development with rep growth offer a roadmap for any sales leader looking to scale their organization effectively.  Whether you're struggling with inconsistent performance, looking to implement a proven sales methodology, or seeking to create better alignment between sales and operations, this conversation provides actionable strategies you can implement immediately. Key Moments of This Episode 00:00:00 - Customer-Centric Sales Philosophy: Focus on People and Relationships Sales success requires removing noise and focusing on adding two legitimate opportunities weekly to your pipeline. People buy from people, making the customer experience and relationship-building the ultimate differentiator when all providers offer similar solutions. 00:01:14 - Meet John Allen: CRO Journey from Banking to HR Outsourcing Leadership John Allen shares his 17-year journey at GNA Partners, transitioning from JP Morgan banking to becoming CRO of a Professional Employer Organization serving 4,500+ clients nationwide with comprehensive HR outsourcing services. 00:03:52 - Family Business to Private Equity: GNA Partners' Growth Transformation GNA Partners evolved from a family-owned business founded by John Allen Sr. and Tony Gralva to a private equity-backed company with TPG Capital, positioning for significant growth in the PEO space. 00:08:25 - Elevating Sales from Revenue Engine to Strategic Leadership Function Transforming sales teams from transactional order-takers to strategic consultants requires understanding client operations and positioning solutions through the customer's lens, focusing on business efficiency and profitability rather than just hitting numbers. 00:13:27 - Shifting from Transactional to Strategic Partnership Selling Successful sales transformation requires expertise in your field, maintaining a robust pipeline to eliminate desperation, and approaching conversations as collaborative problem-solving sessions rather than traditional sales pitches focused on closing deals. 00:21:03 - Building Revenue Culture Through Visibility and Measurement Systems Creating a revenue-focused culture starts with implementing CRM systems like Salesforce for complete visibility, establishing clear quotas and forecasts, and connecting individual sales goals to broader company objectives and resource allocation. 00:28:22 - The Two Opportunities Per Week Formula for Sales Success Analysis of top performers revealed a consistent pattern: adding two legitimate opportunities weekly (96 annually) correlates directly with quota achievement, providing sales teams a clear, actionable KPI to focus on. 00:33:33 - Operationalizing Sales Onboarding: From Hiring to Pipeline Generation Effective onboarding varies by experience level, featuring 90-day programs covering industry knowledge, tools training, and providing 600-750 vetted accounts to new reps, ensuring a systematic approach to sales development and early performance assessment. 00:43:32 - Implementing Sales Methodology: Sandler Selling System Integration GNA Partners adopted the Sandler selling methodology company-wide, requiring certification for all reps and parallel training for sales leaders to ensure consistent reinforcement and application of consultative selling principles. 00:50:56 - Sales Leadership Excellence: The Four Critical Competencies Effective sales leaders must excel in at least two-three areas: recruiting talent, understanding and selling the product, mastering sales enablement tools, or being exceptional at closing deals to maintain credibility and effectiveness. About John G. Allen John G. Allen is the Chief Revenue Officer for G&A Partners. Under his leadership, G&A's sales organization has experienced consistent new business growth year-over-year. Prior to this role, John was the Executive Vice President of Sales for G&A. He spent the early part of his career working for JPMorgan as a banker for its energy corporate and private banking groups before joining G&A in 2009. John earned a Bachelor's degree in finance from Brigham Young University and a Master of Business Administration from the University of Texas. He is actively involved in his church, the Boy Scouts of America, and youth sports in his community. 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What if your next big commission check is already hiding in your database—and your CRM is quietly letting it slip away? In this episode of Real Estate vs Technology Unleashed, Lofty's Chief Strategy Officer Brian Hoialmen pulls back the curtain on how top agents are quietly using AI and smarter systems to wake up “dead leads” and turn them into real closings. No fluff, no generic tech talk—just what's actually working right now for agents who want more deals without more burnout.You'll get a behind-the-scenes look at how AI follow up, IDX search, market reports, and even your passions—car meets, fitness bootcamps, local events, YouTube—can all plug into one engine that nurtures homeowners for years instead of weeks. If you've ever wondered, “What am I missing that the top agents know?”, this is your teaser. Hit play and see how a few smart tweaks to your tech stack can flip your business from chasing to consistently attracting the right clients.======CONNECT WITH OUR GUEST: Brian Hoialmen

Johan returns from sunny Orlando to Sweden's +1°C rain to interview Anne Krupke, Microsoft's Senior Product Marketing Manager who brings a unique perspective - starting as an implementation consultant for supply chain and manufacturing, then FastTrack solution architect, now marketing. Her journey embodies the shift Microsoft is making: selling products the way they're actually implemented. Anne reveals the genesis of Microsoft's business process-centric approach. For years, partners were process-oriented while Microsoft marketed individual apps and features, creating a jarring disconnect when customers reached implementation. The solution? Sell products using process-centric language that customers actually understand, then show how Dynamics fits their workflows. The pitch materials launched over a year ago have seen thousands of downloads from partners and hundreds of uses internally. The conversation explores how product teams historically organized around features - warehouse management PMs, general ledger PMs - rather than end-to-end processes. The business process catalog emerged from FastTrack escalations that kept repeating. Anne explains they were only providing best practice recommendations after dealing with problems multiple times, then realized they could just document everything proactively. Johan and Gustav champion the catalog as crucial guidance, eliminating the "it depends" paralysis that plagued every implementation decision. The first three catalog layers remain product-agnostic, helping navigate scenarios where multiple Microsoft solutions could work - quotations in CRM versus Project Operations versus core SCM. Anne emphasizes this isn't Microsoft alone - crowdsourcing from the partner community makes the catalog a living repository, similar to FastTrack's GitHub telemetry dashboards. A significant announcement: business process decks are now available on the FastTrack implementation portal for any customer with a Dynamics project, enabling internal pitching and discovery workshops.

Mission Moment – November 2025 Good day, CRM,This is your president/CEO, Trina Fullard, with your MissionMoment for November 2025.  Last month, Ihad the pleasure of sitting on a bench for 24 hours in support of bringingawareness to World Homeless Day. Citygate, our national membership organization, created the opportunitycalled Conversations on a Bench to showcase the resources that are available toindividuals who are searching for life transformation, but are currently facinghomelessness, substance use disorders, and other mental health challenges.  Wow is all I can say about that 24-hourperiod of time.  When they say time flieswhen you are having fun, I can honestly say I experienced it first hand.I want to thank the team of staff members who helped withthe organization, planning, and execution of the event.  I was not out there for 24 hours on myown.  The conversations that I had withso many individuals charged my battery one conversation at a time.  I spoke with employees, community partners,current and former residents, donors, our board chair, and even the mayor cameto sit with me and talk about how Charlotte Rescue Mission supports thecommunity.  She's a big fan of CommunityMatters Café.What I learned during those 24 hours is that God has blessedme tremendously.  His gift to me is toserve this organization to the best of my ability.  The men and women who cross our thresholdslooking for a new way of life are met with caring and compassionate teammembers who share in the joy of walking alongside them.No, it's not always easy. The struggle is real for our residents, and the fact that they decidedto turn their will over and seek help gives us the opportunity to restorehope.  So, as I sat on the bench and heldover 60 conversations in 24 hours, I was filled with joy for the work we areblessed to do and the life transformation we are blessed to witness every day.Thank you all for your willingness to answer God's call ofservice to others and to make Charlotte Rescue Mission a fantastic place towork. 

I had a moment on a recent podcast interview that hit me straight in the soul. In this episode, I'm talking about the identity-shifting moments of my life, growing up isolated in a religion, getting bullied, facing constant rejection door-to-door, and later the public judgment that came with building a business. These are the exact moments I used to resent, and they're now the ones I'm most grateful for. I'm breaking down how resistance, shame, judgment, and even the stuff you never tell anyone ends up becoming the exact training that equips you for your calling. Get ready to shift into the identity of a woman who knows everything is happening for her next level. 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 The quote that completely reframed my understanding of trauma. How childhood isolation, judgment, and rejection built the resilience I rely on today. Why resistance, trolls, and misunderstandings are signs you're breaking patterns. Where you're unintentionally giving your power away in business and life. The “resistance training” mindset that changes how you approach every challenge. RESOURCES Try the new Glōci Glow & Debloat flavors HERE Apply for our Elite Entrepreneur Mastermind HERE Get on the waitlist for MCM Mastermind 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

Today I'm joined by Jim Keffer, CEO of Keffer Auto Group. We break down his radical 10-year buyout model, why he hunts “unicorn” operators instead of centralizing, and how underperforming rooftops become high-ROI assets. Jim also explains the math behind buying broken stores, the traits that separate true owner-operators, and the coming shakeups he sees from Carvana, CarMax, and digital retailing. It's a candid, transparent look at a model most dealers never get to see up close. This episode is brought to you by: 1. Lotlinx - What if ChatGPT actually spoke dealer? Meet LotGPT — the first AI chatbot built just for car dealers. Fluent in your market, your dealership, and your inventory, LotGPT delivers instant insights to help you merchandise smarter, move inventory faster, and maximize profit. It pulls from your live inventory, CRM, and Google Analytics to give VIN-specific recommendations, helping dealers price vehicles accurately, spot wasted spend, and uncover the hottest opportunities — all in seconds. LotGPT is free for dealers, but invite-only. Join the waitlist now @ Lotlinx.com/LotGPT 2. vAuto - The average car sits 45 days before getting shipped to another store — hoping it'll sell faster somewhere else. But guess what? Once it lands there, it usually sits another 30 days. On paper, that looks fine. In reality, that car's been tying up capital for 75 days — bleeding margin the whole time. The fix? Get the car to the right store on day one — or move it before the clock runs out. Because every day you wait, you're losing gross you'll never get back. Check out vAuto's new guide on centralized inventory management @ ⁠https://www.vauto.com⁠⁠⁠⁠ 3. CDG Circles - A modern peer group for auto dealers. Private dealer chats. Real insights — confidential, compliant, no travel required. Visit @ https://cdgcircles.com/ to learn more. 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: 00:08 Biggest challenge in the car business? 00:52 How does the decentralized model work? 03:41 What is the buyout model? 07:08 How to find the right operators? 32:48 How does goodwill depreciation work? 33:15 How to identify and hire talent? 34:01 Biggest used car sales challenge? 37:45 Balancing sales efficiency with customer experience? 58:18 Future of car dealerships? 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

In this conversation, Seth Williams shares his journey in the investing world, focusing on land investing and self-storage. He discusses the unique strategies he employed to acquire land at low costs and the transition to self-storage facilities. Seth also introduces his CRM software, Stride CRM, designed specifically for land investors, and shares insights on scaling his business while overcoming various obstacles. He reflects on the lessons learned from building a self-storage facility and emphasizes the importance of consistency and adaptability in business growth.   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   —--------------------

In this episode, we have Marcus Ogden—a former NFL offensive lineman, bestselling author, keynote speaker, business coach, and host of the “Get Authentic with Marcus Ogden” podcast. Marcus then outlines his recent speaking engagement for Fayetteville State University's fintech conference, titled “From Setbacks to Startups: How Resilient Leaders Thrive in a Tech‑Driven World.” He stresses that setbacks are primed for comebacks and introduces his BISON mindset framework—Boldness, Integrity, Self‑awareness, Ownership, and Never quit—as a guide for leadership, marketing, sales, and personal growth. He recounts his own low point—being fired twice, working a graveyard‑shift custodial job, and hitting rock bottom—before pivoting to public speaking in 2013, eventually securing paid gigs, coaching Fortune 500 clients, and building a robust team of specialists who support his podcast, CRM, operations, and creative production. Finally, Marcus offers key CEO nuggets: always listen to the paid team, treat lines of credit as liabilities once used, and view the CEO role as a responsibility to serve and uplift the people under your charge. Website: marquesogden.com LinkedIn: marquesogden Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.    I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

Have you been wondering what's the best way to set up your CRM? Today's session is going to be a mix of a case study and answers to some specific questions I've been getting lately about Systems in Session. I thought Megan Norman would be the perfect person to bring on because she's been part of my world for a while—first as a Blueprint student, then as a one-on-one client when she hired me for an audit. After that, she joined Systems in Session and gave her entire business a serious glow-up from that perspective. Now, she's part of my retainer program.Find It Quickly00:25 - Client Relationships and Long-Term Engagements01:24 - Megan's Journey with Systems in Session04:42 - The Blueprint Course Evolution06:37 - Audit and Systems Overhaul09:42 - Customizing Workflows for Maximum Efficiency22:07 - Reintroducing the Baby Plan26:36 - Client Experience Enhancement27:09 - Adapting to Business Changes28:08 - The Value of Revisiting Systems29:20 - Hands-On System Implementation32:29 - Maximizing Efficiency During Peak Times33:41 - Elevating Client Experience Post-Booking36:35 - The Importance of Detailed Workflows44:02 - The Benefits of System AuditsMentioned in this EpisodeSystems in SessionCRM BlueprintSystems in Session: Mastering Your Client Journey ft. Erin Belles (a Done-With-You Dubsado Setup Case Study!)Connect with MeganWebsite: megannorman.comInstagram: instagram.com/megannormanphotographyFacebook: facebook.com/MeganNormanPhotography

Episode Title: ASMR Sounds for Sleep: Gentle Raindrop White NoiseDescription:In this episode, we explore the soothing power of ASMR sounds, focusing on the gentle raindrop white noise that helps ease the mind and promote restful sleep. Discover how the delicate rhythm of raindrops can create a peaceful atmosphere, perfect for unwinding after a busy day. We also share tips on incorporating these calming sounds into your nightly routine to improve sleep quality and reduce stress.Take a moment tonight to relax with the soft patter of raindrops and let your worries wash away. Small moments of calm like this can have a big impact on your overall well-being.Join us next time as we continue to find new ways to bring peace and relaxation into your life.DISCLAIMER

Episode Title: Thunderstorm Sounds for Sleeping: Calm Midnight StormDescription: In this episode, we dive into the soothing effects of thunderstorm sounds on sleep quality. Discover how the gentle rumble of a midnight storm can help quiet your mind and create a peaceful atmosphere for rest. We share tips on using these natural sounds as a sleep aid, along with simple relaxation techniques to help you drift off more easily.Take a moment tonight to unwind with the calming presence of a soft thunderstorm—it might be the key to a deeper, more refreshing sleep.Join us next time as we explore more ways to bring calm and relaxation into your daily life.DISCLAIMER

Episode Title: Rain Sounds for Studying: Gentle Rain on LeavesDescription:In this episode, we focus on the calming effect of gentle rain falling on leaves and how these natural sounds can boost concentration and create the perfect atmosphere for studying. Discover how the soothing rhythm of rain can help you reduce stress, improve focus, and make study sessions more productive. We'll also share tips on incorporating these rain sounds into your daily routine to foster a peaceful and focused mindset.Remember to carve out quiet moments with nature's gentle rain to enhance your learning experience and bring calm to your busy day.Stay tuned for our next episode as we continue exploring sounds that help you find your calm.DISCLAIMER

Episode Title: Relaxing for Sleep: Balcony Night RainDescription:Welcome to this soothing episode of "Let's Sleep," where the gentle sound of rain falling softly on a balcony at night creates the perfect backdrop for relaxation and deep rest. Imagine sitting comfortably on your balcony, wrapped in a cozy blanket, as the cool night air carries the rhythmic patter of raindrops around you. The calming ambience invites you to let go of the day's worries and drift effortlessly into peaceful sleep.This episode captures the serene harmony of nighttime rain, blending natural sounds that help quiet your mind and ease tension. Whether you're winding down after a busy day or seeking a tranquil moment before bedtime, the rain on this quiet balcony will guide you gently toward calm and restoration.Let the soothing night rain wash over you, creating a restful space where your thoughts slow down and your body relaxes completely. Press play, close your eyes, and allow yourself to be carried away by this peaceful rainy night.DISCLAIMER

In today's episode of The Sarah Cordiner Show, we're diving deep into one of the biggest changes business owners will experience in their lifetime: The tectonic shifts in tech, AI, and automation that are going to completely redefine how you run your business, how you get seen, and how you get paid in 2026. If you've been feeling behind, overwhelmed, or like you're trying to shovel water with a fork while everyone else magically surges ahead, this episode is going to give you a huge sigh of relief. You're not behind. You're actually ahead of 91% of the world right now. But things are about to change at lightning pace, and how you prepare over the next 12 months is what will determine whether your business grows… or disappears. Let's get you ready. In This Episode, We Cover: 1. The Big Shift: Early Adopters to Mass Adoption We explore the real meaning behind the numbers: Only 800 million people currently use ChatGPT, which is just 9 percent of the world. In 2026, everything changes as we hit mass adoption. This isn't fear mongering. It's commercial reality. Businesses who embrace AI now will surge ahead. Those who don't will struggle to compete. 2. The Death of Traditional SEO and the Rise of GEO For the first time ever, AI language models are sending traffic directly to your website. ChatGPT, Claude, Gemini and Perplexity now cite sources and link users to your blogs. SEO is no longer just about Google. Welcome to Generative Engine Optimization (GEO) – and it is changing the game. You'll learn what kind of content LLMs prioritise, why long-form educational blogs are back, and how to ride this wave while it's still free. 3. How AI Now Determines Whether You Are Trustworthy AI models don't judge you on one post. They scan your entire digital footprint. We break down the four factors LLMs use to decide whether to show you or your competitor in search results. If you haven't been creating long-form content consistently, this episode shows you how to fix that today. 4. The Content You MUST Start Creating in 2026 Forget clickbait hooks and viral trends. LLMs don't recognise them, don't prioritise them, and won't refer traffic based on them. I reveal the exact structure you should use for blogs, YouTube videos, podcasts and social content so you start feeding AI what it wants. Plus: how to actually make your content sound like you (not a robot), even if you use ChatGPT to help write it. 5. The Human Element: Why People Still Choose You AI amplifies your brand, but it doesn't replace it. Your students and clients choose you because of how you make them feel. We talk personal brand, archetypes, energy, confidence and the role storytelling plays in converting the traffic AI is about to send your way. 6. Three Non-Negotiables for 2026 We finish with three key questions: What must you stop doing? What must you start doing? What is the smartest strategic and energetic move you can make this year? You'll hear my honest, hard-hitting answers so you can start planning your 2026 like a pro. You'll Walk Away Knowing: How to prepare your business for the next tech wave How to get free traffic from ChatGPT and other LLMs How to create content that search engines AND humans love How to amplify your brand using AI without losing your unique vibe How to future-proof your business in a period of massive change How to become one of the small percentage of business owners who actually stay ahead Sponsored by Tekmatix This episode is proudly brought to you by Tekmatix, the AI-powered all-in-one business platform for coaches, course creators and entrepreneurs who want their business to scale without the chaos. Unlimited websites, funnels, courses, emails, automations, CRM, calendars and full tech support, all in one place. Explore Tekmatix at: tekmatix.com Links & Resources All my training, resources and contact links: www.sarahcordiner.com/links

Are you losing deals because you hate follow-up? In this episode, Chad sits down with Jordan Fleming, co-founder of Smartphone, to bridge the gap between high-tech automation and genuine human connection. Jordan reveals why teaching "skills over scripts" leads to better rapport with sellers and how AI voice agents are evolving from simple tools into a 24/7 labor force.We dive deep into:Why the "money is in the follow-up" is more than just a cliché—and how to automate it without losing the personal touch.The massive shift from "cold calling" to "warm transfers" using AI.Why empathy wins deals: Moving from transactional scripts to "Are you okay?"How to leverage Smartphone to integrate your communications directly with your CRM.Plus, Jordan shares a mind-blowing story about an AI agent showing empathy that you have to hear to believe. If you want to scale your business while reclaiming your freedom, this episode is a must-listen.Jordan is offering a free copy of his book here: Click. Call. Scale.You can also learn more about Jordan on his Instagram and SmrtPhone.IO.Connect with Chad on LinkedIn⁠⁠Follow Chad on Instagram⁠⁠Follow Chad on YouTube⁠⁠Follow True Wealth on Facebook⁠Be sure to leave a rating & review to let us know how this show has helped YOU!Visit our website at ⁠⁠www.TrueWealthInvestors.com⁠⁠ for more real estate wisdom and resources.

Your past doesn't disqualify you, it can develop you. In this episode, I sit down with the incredible Lauren Robuck, founder of Ginneca Row. We talk about the real startup costs, the fulfillment mistake almost everyone makes too early, and the mindset shifts that helped her scale from scratch to 42 stores nationwide using nothing but cold outreach and organic growth (no paid ads, no celebrity gifting budget, no connections). She also shares about growing up between two homes, developing OCD as a way to cope with feeling out of control, and doing the inner work that helped her reclaim her peace, presence, and identity. Tune in and get ready to elevate how you show up as a founder, leader, and creator. 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 Meet Lauren Robuck, CEO of Ginneca Row. 07:00 What parts of your upbringing actually helped you become who you are? 11:15 Why every founder should experience customer service before launching a brand. 17:30 The internal dialogue every entrepreneur faces. 22:15 The costs to start a product-based business. 29:30 What happens when you outsource fulfillment too early? 37:00 What solo travel teaches you about self-trust, identity, and reinvention. 44:30 How do you stay in love with what you're doing? 50:00 Behind the scenes of building a brand with your partner. 59:30 Advice to entrepreneurs about building in a saturated market. 01:02:30 Where do you want your business to be in a year? RESOURCES Shop Ginneca Row 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 Lauren: @laurenrobuck

As the final months of 2025 ebb away, it is time once again to pause, reflect, and openly acknowledge the gratitude we feel. From great companies that make great stocks possible, to the unifiers who build bridges instead of walls, to the quiet power of candles and the people who share their flame — this episode celebrates them all. David even offers five simple ways you can build a bridge in your own life this week. This week's podcast is an expression of thankfulness for what inspires us, what drives us, and what reminds us why we invest. Let's feel grateful together. Companies mentioned: AAPL, CMG, CRM, SHOP Sign up for The Motley Fool's Breakfast News here: www.fool.com/breakfastnews Order David's Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/   Host: David Gardner Producer: Bart Shannon   Learn more about your ad choices. Visit megaphone.fm/adchoices

Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Want to 10X your blue collar or traditional business using technology?Ben Simpson, Managing Director and Co-Owner of MyWorkwear, reveals exactly how he modernized a 49-year-old workwear manufacturer and grew it more than 1,200 percent without losing the core values that made the company special.In this conversation, Ben breaks down the real playbook behind transforming a legacy business into a systemized, data-driven growth engine.We cover:• How to modernize a blue collar business without breaking what already works• The systems that replaced 40 filing cabinets and manual processes• Why culture and people matter more than any technology stack• How to use ERP, CRM, BI tools, and AI agents to create compounding efficiency• Turning brand awareness into long-term, high-value customers• The future of AI inside traditional industries• How MyWorkwear became one of the UK's standout players in workwear and apparelIf you're building, scaling, or modernizing any operations-heavy company — manufacturing, apparel, logistics, trades, services, e-commerce — this episode delivers a rare inside look at how to evolve fast without chasing shiny objects.Connect with Ben SimpsonLinkedIn: https://www.linkedin.com/in/ben-simpson-myww/?originalSubdomain=ukWebsite: https://www.myworkwear.co.uk/Facebook: https://www.facebook.com/myworkwearcoAbout MyWorkwearA leading UK supplier of branded uniforms and workwear, serving thousands of businesses nationwide with a unique mix of modern systems and traditional manufacturing expertise.

Do you have a CRM system (Customer Relationship Management)? CRM tools have become a bit diluted over the years. But, a true CRM system can drive leads for your business like no other. In this Quick Hit, you'll learn from Jason Kramer, the Founder & CEO of Cultivize. They're your CRM guru for sales, marketing, and agency teams. Visit AfterTheLead.com and use code: StrategicCounsel to get $50 off the Profit Path sales tracking tool. Check out the full episode here

Get ready for an emotional and inspiring ride as Matthew Starobykhovskiy shares his story with Pace - from being homeless to closing creative deals in SubTo and joining Owners Club! You'll hear about his multifamily properties in Texas the mindset shift that made it all possible, and the exciting things he's working on now - including including his own upcoming Mastermind! If you've ever doubted what's possible, this episode is for you... Real talk. Real transformation. Real wins!!! Matthew's Multifamily Mastermind is coming soon. Don't miss out! http://telosmastermind.com Follow Matthew:   / househuncho   ➡️ Meet Pace on the Creative Nation Tour: https://bit.ly/GetCreativeNationTour ➡️ Download the Free SubTo A-Z e-book: https://subto.sjv.io/qzd0Vb  ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/6yYWBG ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow

Renn Iaboni, Managing Director at Monomoy Capital Partners, joins Sean to discuss how disciplined sourcing, cultural alignment, and a 15-year proprietary data engine shape Monomoy's approach to private equity. He shares how engineering training, relationship-driven BD, and resilience forged through career adversity inform the way he builds high-trust deal pipelines. Renn also details how Monomoy's Beacon platform connects BD, investment, and credit teams to operate as one cohesive firm. It's a candid look at what modern private equity excellence really requires — and why Monomoy's model stands apart. Episode Highlights 1:19 – Growing up in New York, engineering ambitions, and the winding path into private equity 3:04 – How engineering training equips professionals for ambiguity and problem-solving in PE 9:40 – Renn's pivotal career setback at Macquarie and how building a new practice became an inflection point 14:46 – Why Monomoy's integrated model works and how cross-functional collaboration is reinforced 17:53 – Inside "Beacon," Monomoy's proprietary CRM and sourcing engine 20:58 – A real case study: tracking Wapac for years and how long-term data compounds sourcing advantages 23:54 – Renn's advice to his 22-year-old self and how energy, not passion alone, should guide career choices

This episode, Kathryn digs into the art and science of customer experience with Bennett Fox-Glassman, SVP of Customer Journey at Macy's. Together, they explore how listening, context, and authenticity shape memorable interactions in modern retail.Guest Quotes“One of our first focuses was taking stock of what was working and what wasn't. And in our CRM programs, when we looked at them, we believed we could actually get more by sending less, which was maybe counterintuitive at first, but in fact, we have. And so it used to be that it was Tuesday and so everybody got the coats email, and now we are much more attentive to where you are in your journey. So if you recently bought something at home, for example, we wanna be talking to you about how do you style it and how do you complete that room. And that becomes our priority over talking to you about the fact that it happens to be Tuesday.”Episode Breakdown[01:42] Alchemy Unveiled: Rewiring Around the Customer[14:13] From Nuggets to Campaign Gold: Power of Iconic Moments[21:00] Gold Rush Round: Bennett's Bumper Sticker WisdomLinks & Resources:Links & Resources:Connect with Kathryn: https://www.linkedin.com/in/kathrynturnoff/Connect with Bennett: https://www.linkedin.com/in/bennettglassman/?skipRedirect=true Learn more about Macy's: https://www.linkedin.com/company/macy/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Julie Deem breaks down what consistency actually looks like for modern women balancing motherhood, business, leadership, and purpose-driven work. This isn't about perfection or grinding yourself into the ground. This is about alignment and understanding your why.Episode Highlights:Consistency isn't doing everything, it's knowing why you do what matters.Consistency is not sameness; it's steadiness.Your consistency should match your capacity, not external expectations.You can be consistent even if your routine looks completely different week to week.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: Relaxing Visuals for Sleep: City Night RainDescription:In this episode of Thunderstorm: Sleep and Relax in the Rain, immerse yourself in the calming ambiance of a quiet city night under a gentle rain. Picture the soft glow of streetlights reflecting on wet pavements, the rhythmic patter of raindrops on rooftops, and the distant hum of a peaceful urban landscape settling down for the night.As you listen, let the soothing sounds and imagery wash over you, helping to ease your mind and prepare your body for restful sleep. Whether you're winding down after a busy day or just need a moment of tranquility, this episode provides the perfect backdrop to relax and recharge.Let the city's nighttime rain lull you into a deep calm, making it easier to drift off and enjoy a peaceful night's rest.DISCLAIMER

In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Eric Newell, CEO, Stoneridge Software, while on-site at Community Summit North America 2025, which took place October 19-23. Newell shares his takeaways from the conference, and what he expects the future of AI adoption to look like over the next 12-18 months.Key TakeawaysSummit NA buzz: Newell notes the prominence of AI and agents at Summit NA 2025. More specifically, the CRM Product Roadmap session highlighted the transformative potential of agents, though he explains that many clients are unsure how to implement them and bridge the gap. Summit is a unique place that enables attendees to address pain points by connecting them with vendors and peers who offer practical solutions.Stoneridge Software's presence: During the event, the Stoneridge Software team was focused on supporting clients' objectives through sessions and networking. The organization also participated in the GP to BC preconference, where the team is seeing "more movement in them going from GP to BC... helping them get there has been fun," he adds.Looking ahead: As referenced during the CRM Product Roadmap session, Newell suggests that a demo which showcased the integrated agents for customer service, including automated knowledge base creation, will accelerate CRM cloud adoption and significantly boost Microsoft's future growth. Visit Cloud Wars for more.

¡Bienvenido al episodio #542 de “Con Licencia Para Vender”! En esta entrega, Jorge Zamora profundiza en el uso estratégico del CRM para potenciar tus ventas y fortalecer la relación con tus clientes. Si eres líder de ventas, emprendedor o simplemente quieres sacar el máximo provecho de tu CRM, este capítulo está hecho para ti. Jorge Zamora comparte casos prácticos y consejos sobre cómo transformar tu CRM en una herramienta poderosa, abarcando dos grandes funcionalidades: el email marketing segmentado y la publicación automatizada en redes sociales. Explica cómo crear listas personalizadas según los intereses de tus clientes, programar y automatizar contenido relevante, y analizar datos para identificar qué temas realmente generan interacción y valor. Descubrirás por qué el contenido debe responder siempre a la pregunta: “¿Qué gano yo?” para atraer la atención y confianza de tus clientes. Además, aprenderás a evitar los errores comunes en la comunicación digital y a ser realmente relevante para tu audiencia, no solo acumulando likes, sino conectando con quienes pueden convertirse en clientes fieles. Jorge Zamora también habla sobre cómo programar publicaciones en redes sociales desde tu CRM, generando una presencia constante y administrando eficientemente las conversaciones sin dejar mensajes sin responder. El episodio incluye consejos para medir el verdadero impacto de tus acciones y orientarlas a lo que tu audiencia realmente valora. Como siempre, Jorge Zamora te invita a interactuar en sus lives y te ofrece su asesoría gratuita los días viernes a través de LinkedIn y YouTube, además de entrenamiento especializado para transformar tu negocio con una inversión mínima.

נושאים חמים באימייל מרקטינג ועבירוּת לקראת 2026הפרק עוסק במגמות הבוערות בעולם האימייל מרקטינג, עם דגש על הקשחת מדיניות העבירות (Deliverability) על ידי ספקיות האימייל הגדולות (גוגל, יאהו ומיקרוסופט). הוא מפרט את הדרישות הטכניות החדשות והמתגברות, כגון אימות SPF, DKIM ו-DMARC, ומצביע על הצורך של מדוורים בישראל להיערך למעבר עתידי למדיניות אכיפה (quarantine/reject) ב-DMARC. בנוסף, הפרק חושף את "משבר האמינות" בנתוני הדיוור כתוצאה מאינטראקציות לא אנושיות (NHI) כמו Apple MPP, שמנפחות באופן מלאכותי את שיעורי הפתיחה וההקלקות - אך רוב מערכות הדיוור פשוט מציגות נתונים מנופחים ולמרות שהיכולות להציג נתונים אמינים יותר קיימת, רובן מעדיפות להציג נתונים מנופחים. כמו כן הפרק מוסבר מדוע נתונים אלו אינם יכולים לשמש עוד ליצירת אוטומציות או לניהול נמענים לא פעילים. לבסוף, מוצגות מגמות עתידיות, כולל השפעת הבינה המלאכותית הגנרטיבית על יצירת קמפיינים ושיפור חוויית האימייל בדגש על נגישות.קמפיינים ושיפור חוויית האימייל בדגש על נגישות.CRM.BUZZ הוא בלוג ופודקאסט בעברית העוסקים באימייל מרקטינג, עבירוּת אימיילים ושיווק.יוצר הפודקאסט והבלוג הוא סלע יפה (Sella Yoffe), מומחה בינ"ל לעבירוּת אימיילים ושיווק באימייל, מסייע למדוורים גלובליים, סטרטאפים, סוכנויות אימייל ומערכות דיוור (ESPs) עם מסירות אימייל, אימות אימייל (SPF, DKIM, DMARC, BIMI), ואסטרטגיית אימייל. קישור אל הבלוג

The business rules are changing again. In this episode, Chris and I break down the four trends every founder must master to win in 2026. We talk about why Facebook traffic is surprisingly surging again, why micro-offers and paid ads are officially non-negotiable, the return of phone sales, and what AI is unintentionally doing to your customers' buying psychology. Get ready to step into the strategies that will actually move the needle in 2026! 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 Why Facebook traffic is exploding again right now and will dominate 2026. Micro-offers and low-ticket tripwires are the new growth strategy. Phone sales are outperforming sales pages (even on $500–$2k offers!) How AI overload and fake content are making in-person connections more valuable. Why in-person events, activations, and workshops convert higher in 2026. RESOURCES Try the new Glōci Glow & Debloat flavors HERE Apply for our Elite Entrepreneur Mastermind HERE Get on the waitlist for MCM Mastermind 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 Chris: @chriswharder

In this insightful episode of the Millionaire Car Salesman Podcast, hosts Sean V. Bradley and LA Williams delve into the art and science of crafting effective one-on-one sessions between managers and employees in the automotive industry. They discuss the critical role these meetings play in nurturing dealership success and building robust professional relationships.  "People will forget what you did, they'll forget what you said, but they'll never forget how you made them feel." - LA Williams Tackling misconceptions and common mistakes, Bradley and Williams underline the transformative potential of well-strategized one-on-ones, emphasizing the responsibility of managers to provide the necessary resources and support to their teams! "In management, one of the number one things you can do is prepare." - LA Williams This episode serves as a guide for managers, offering a structured process to facilitate personal, professional, and team development! Using a variety of training models, Sean and LA advocate for a comprehensive approach to team building that transcends traditional methodologies. This episode is a rich resource packed with tips on achieving stellar performance through targeted motivation and strategic guidance!   Key Takeaways: ✅ Understanding and implementing various types of training, skill path, professional, personal, and team building, are essential for a manager's toolkit. ✅ Effective one-on-one sessions require preparation, consistency, and an understanding of each team member's learning style and personal motivations. ✅ Managers must construct a "SWOT" analysis for each team member, identifying strengths, weaknesses, opportunities, and threats to maximize potential. ✅ Setting clear objectives through coordinated projections and forecasting can significantly improve individual and team performance in dealerships. ✅ Building strong, trust-based relationships within teams fosters a culture of interdependence, crucial for long-term success in the automotive industry. About Sean V. Bradley Sean V. Bradley is a renowned expert in the automotive sales industry, currently serving as the President of Dealer Synergy. With over 27 years of experience, Sean is also a certified CSP and a best-selling author of "Win the Game of Googleopoly." Known for his innovative strategies in lead management and CRM, Sean has been a key influence in transforming car dealerships across the nation, making him a sought-after consultant and trainer in automotive sales. About LA Williams LA Williams is the Vice President at Dealer Synergy and the co-creator of the Millionaire Car Salesman Podcast. Known as the "Blind Master" for his unique perspective and insights, LA has a history of excellence in leveraging technology and training methodologies to increase sales and efficiencies in car dealerships.     Mastering One-on-Ones: The Ultimate Guide for Automotive Leaders Understanding the dynamics of effective leadership in the automotive industry can transform the way managers interact with their teams, improving productivity and nurturing employee satisfaction. This article delves into strategies managers can utilize to enhance one-on-one sessions with their subordinates. Here's how to develop managerial skills that inspire and empower. Key Takeaways Leadership is Service: Your role as a manager is not just to manage tasks but to support, inspire, and develop the team around you. Personalization and Preparation in One-on-Ones: Tailor your approach to each individual based on their unique strengths, learning styles, and motivational triggers. Continuous Feedback and Growth: Consistently evaluate and reconcile projections and actual performance to encourage ongoing development. Leadership as a Service to Your Team In today's fast-paced automotive landscape, the role of a leader transcends traditional boundaries of direction and oversight. It's about providing every conceivable resource for team success, from emotional to technical support. Sean V. Bradley insightfully points out that "a manager's job is literally defined in my opinion as…to provide all of the resources that my team is going to need." Transforming Managerial Role Managers often adopt an authoritarian style, dictating without understanding team dynamics. The transcript challenges this narrative, emphasizing the value of empathy and understanding in leadership. By adopting a servant-leadership mindset, managers can "coach, mentor, teach, inspire, lead, and train," fostering an environment where employees thrive. "You get to do this. You are a manager. You get the opportunity to coach, mentor, teach, inspire, lead, and train a human being," Bradley asserts. Impact on Team Culture Adopting such strategies transforms team cultures, enhancing how team members interact internally and with customers. A working environment characterized by high morale and effective communication will naturally yield better results. Moreover, it ensures higher retention rates, with employees feeling valued and understood—a crucial asset amidst the high turnover rates plaguing the industry. The Art of Personalization and Preparation in One-on-Ones Preparation marks the fine line between a productive one-on-one and a mundane meeting. It's not just about showing up with a checklist but about tailored engagement. Managers like Sean emphasize the importance of knowing your team members on a deeper level—what motivates and challenges them. Creating a Comprehensive Employee Profile A pivotal aspect of efficient one-on-ones is crafting personalized employee profiles. Sean advises, "Create a personalized profile. I want to know about my subordinates; I want to know your home situation, your hobbies, and what's important to you." Understanding personal motivations and struggles allows managers to customize their support and development strategies, enhancing engagement and improving performance. Tailoring Communication and Feedback Success lies in adaptation and personalization. For instance, adapting communication strategies based on individual team members' learning styles—whether they are kinesthetic or auditory learners—ensures that feedback and instruction resonate effectively. "Seek first to understand and then to be understood," Bradley suggests, highlighting the importance of communication tailored to personal needs. Continuous Feedback and Growth Through Iterative Projections Effective managers excel at steering their team towards continuous growth by understanding and evaluating performance iteratively. Sean notes that "there needs to be a tracking system. Your salespeople should be tracking…what type? Am I taking a walk-in up?" Such methodologies help in identifying trends and areas needing improvement. The Power of Projections and Reconciliation Forward-planning complemented by effective back-tracking is key to sustained progress. Managers need to emphasize clarity in projections and consistency in follow-through. "Help him establish his vision board…if your why is so important, what you have to do is not going to matter," Bradley explains, articulating the need for motivational alignment with practical goals. Bridging Gaps through Insightful Reconciliation Reconciliation between projected and actual outcomes ensures actionable feedback loops. This involves dissecting deviations, recognizing patterns, and recalibrating goals. A manager's ability to "reconcile with him…what their projected and forecast was basically with their actual results" empowers employees, encouraging accountability and learning. Realizing the Potential of Effective Management Equipped with insight and strategies, managers now have the tools to transform how they conduct one-on-ones. By adopting a leadership model focused on service, personalization, and continuous feedback, these interactions can meaningfully enhance team dynamics and productivity. Embrace these principles to inspire, nurture, and lead your automotive teams into a future defined by progress and innovation. This strategic alignment between leadership vision and practical execution fosters an environment where continual improvement is not simply encouraged, but truly becomes second nature, paving the way for sustained success and satisfaction across the board.   Resources + Our Proud Sponsors: ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry with over 29,000 members worldwide. Collaborate with automotive professionals, learn the best industry practices, and connect with top mentors, managers, and sales leaders. Join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: The automotive industry's #1 Sales Training, Consulting, and Accountability Firm. With over 20 years of proven success, Dealer Synergy has helped dealerships nationwide build high-performing Internet Departments and BDCs from the ground up. Our expertise includes phone scripts, rebuttals, CRM action plans, lead handling strategies, and management processes; all designed to maximize your people, processes, and technology! ➼ Bradley On Demand: The automotive industry's most powerful Interactive Training, Tracking, Testing, and Certification Platform. With LIVE virtual classes and access to a library of over 9,000 on-demand training modules, Bradley On Demand gives your dealership the tools to dominate every department: Sales, Internet, BDC, CRM, Phone, and Leadership. From sharpening individual skills to elevating entire teams, this platform ensures your people are trained, tested, and certified for maximum success. Equip your dealership to sell more cars, more often, and more profitably with Bradley On Demand!  

In this episode, John Wilson and guest Rich Jordan dig into one of the scariest (and most valuable) moves you can make in home service: rebranding multiple companies into a single brand.Rich runs three acquired companies across New Hampshire and New Jersey…and he's in the middle of rolling them all into one new identity: High Ground Service Pros. They walk through why he's willingly tearing down a strong local brand (Sanford), what's driving the decision, and how he's trying to avoid losing customers, culture, or SEO in the process.From “house of brands” vs “branded house” to truck wraps, domains, Google Business Profiles, and core values (“seize the high ground”), this is a tactical conversation for anyone growing through acquisition or multi-market expansion.What You'll LearnWhen to keep multiple brands vs. going all-in on one — and how that choice impacts growth, culture, and marketing.How to execute a rebrand without losing customers — scripts, GBPs, websites, and call center tactics that actually work.Where the real ROI comes from — SEO, media, and operational focus once every truck and trade is under a single name.

In this episode of Get Creative with Pace Morby, host Justin Tuminoski welcomes Edgar “The Connector” Salgado, a SubTo, Gator, and Owners Club powerhouse from Houston, Texas. When a zero-down real estate deal flipped on its head at the closing table, Edgar didn't panic—he pivoted. Tune in as he shares how he overcame a last-minute lender change, came up with $10,000 out of pocket, and still walked away with a cash-flowing fourplex generating $600 a month. You'll learn how Edgar and his partners leveraged creative financing tools like the Morby Method and Gator lending, worked through DSCR loan challenges, and turned a duplex into a fourplex that's now housing veterans and contributing to affordable and sober living solutions.

Small/medium roofers are feeling the squeeze from PE roll-ups. In this episode, Dakota Weddle (Founder, Big Lick Roofing & Solar) breaks down how he's beating private equity entrants on value, proximity marketing, and process: leading with financing, product positioning (GAF vs. others), and a CRM that closes while he sleeps. Guest: Dakota Weddle — Big Lick Roofing → biglickroofing.com biglickroofing.com Mentioned: ProLine CRM (automated follow-up & payments) → proline.app / useproline.com. ProLine+1CTA: Want this playbook? Grab our free “Compete With PE: Local Roofer Toolkit” (scripts, yard-sign map, pizza-box QR template) at HookAgency.com/tools and subscribe for weekly growth tactics.

Episode Title: ASMR Personal Attention with Soothing RainfallDescription:In this episode, we invite you to experience the calming effects of ASMR combined with the gentle sound of rainfall. Let the personal attention whispers and soft rain sounds guide you into a state of deep relaxation and mental clarity. Whether you're winding down after a busy day or seeking a peaceful moment, this blend of soothing audio will help you find your calm and recharge your mind.Take a few minutes for yourself and immerse in this tranquil atmosphere—you deserve it.Join us next time as we continue to explore ways to bring peace and relaxation into your daily life.DISCLAIMER

Episode Title: Gentle Thunderstorm and Soft Rain to Ease StressDescription:In this episode, we immerse ourselves in the soothing sounds of a gentle thunderstorm paired with soft rain, designed to help you unwind and release stress. Discover how these calming natural sounds can create a peaceful atmosphere, perfect for relaxation, meditation, or simply finding a moment of quiet in your busy day. Let the gentle rhythm of rain and distant thunder guide you into a state of calm and mental clarity.Remember to carve out time daily to relax and recharge—it's in these peaceful moments that we find balance and renewed energy.Join us again for more peaceful soundscapes and relaxation tips on the next episode of Be Calm and Relax Podcast.DISCLAIMER

MY NEWSLETTER - https://nikolas-newsletter-241a64.beehiiv.com/subscribeJoin me, Nik (https://x.com/CoFoundersNik), as I interview Andrew Pignanelli (https://x.com/@ndrewpignanelli). I sat down with Andrew, founder of The General Intelligence Company of New York, to dive into his incredible product, CoFounder. The core idea behind CoFounder is facilitating one person billion dollar companies. As entrepreneurs, we constantly struggle with the million paper cuts problem, all those tiny daily tasks that take up huge chunks of our time and brain capacity. Andrew explains how CoFounder acts as a chief of staff or self completing to-do list, extending your capacity without needing to hire a huge team.We discuss how these AI agents use a persistent memory system and deep API integrations to understand you and automate crucial tasks like scheduling and managing emails. You won't believe how easy Andrew has made building complex automations using simple natural language, you can skip the need for complicated tools like Zapier altogether! We also explore powerful use cases like automated competitor monitoring, how CoFounder uses guardrails to manage tasks like sending calendar invites, and even integrating with tools like Limitless. If you want to see the future of autonomous companies and learn how to scale your business without scaling people, you need to hear this.Questions This Episode Answers:1. How can I grow my business without having to scale the people side of things?2. What is the million paper cuts problem and how can AI agents fix it?3. How can I build complex automations using just natural language?4. What is the difference between an API and the Model Context Protocol (MCP)?5. What specific tasks like scheduling, email, and competitor monitoring are CoFounder users automating the most?__________________________Love it or hate it, I'd love your feedback.Please fill out this brief survey with your opinion or email me at nik@cofounders.com with your thoughts.__________________________MY NEWSLETTER: https://nikolas-newsletter-241a64.beehiiv.com/subscribeSpotify: https://tinyurl.com/5avyu98yApple: https://tinyurl.com/bdxbr284YouTube: https://tinyurl.com/nikonomicsYT__________________________This week we covered:00:00 – Intro: One-person billion-dollar companies00:40 – What CoFounder is and why it's exploding03:05 – How AI connects all your tools (email, Slack, CRM)05:28 – The “million paper cuts” problem CoFounder solves07:44 – Top use cases: scheduling, email, research, monitoring10:07 – Treating AI like a human assistant12:33 – Live demo: reading calendar, creating tasks, using tools15:00 – The easiest automation builder (natural language flows)22:04 – Onboarding: how CoFounder learns your style and workflow29:12 – Competition, vision, and the future of autonomous companies

Welcome to another insightful episode of "It's the Bottom Line that Matters"! In this episode, our dynamic hosting team—Jennifer Glass, Patricia Reszetylo, and Daniel McCraine—tackle the all-too-familiar challenge of evaluating and choosing new technology tools for small businesses. From exploring new customer relationship management systems and accounting software to debating the merits of various productivity platforms, the discussion delves into practical ways business owners can cut through the clutter and make confident choices.The hosts share their personal methods, including using resources like ChatGPT to ask the right questions and software review platforms such as Capterra and G2 to get honest user feedback. They highlight the importance of carefully listing your needs, running trials and demos, and even learning when the latest tech might not be the right fit for your team. Plus, you'll hear candid stories about shiny marketing tactics, return policies, and adjusting your standard operating procedures to integrate new tools.If you've ever found yourself drowning in tech options or regretting a purchase, this episode is for you. Get ready for actionable advice, relatable anecdotes, and a few laughs as our hosts guide you through the process of evaluating tech—helping ensure that whatever tools you choose, it's the bottom line that truly matters.Keywords: small business tech tools, evaluating software, CRM systems, email platforms, accounting systems, software trials, ChatGPT, AI tool recommendations, business software needs, tech tool evaluation, software review sites, Google search for software, Capterra, G2, software user reviews, feature comparison, use case scenarios, software testing, software integration, standard operating procedures (SOPs), automation in business, training team on software, software onboarding, AppSumo, software return policies, money-back guarantees, software budgeting, software deal breakers, time-saving tech, user adoption challengesWe mentioned #AppSumo in this episode - check out their Black Friday deals

Hi, and welcome to the podcast. In today's episode, co host Jay McFarland and I will be continuing our discussion on the AI approach to multiply your sales. This is part two in our series, and today we'll be discussing service, referrals, and content marketing. David: Welcome back, Jay. Jay: Thank you so much, David. I'm really enjoying this discussion about AI because I think we've already established there are some great tools and resources with AI, but it's not exactly to the point where it needs to be. But more specifically, can it really speak to your individual situation? How do you pick through that and know what's right for you? David: Exactly, and last week we were talking about the first three recommendations it made, which were define your target audience, develop a compelling value proposition, and optimize your marketing channels. This week, we're going to be talking about its next set of recommendations. And it starts with number four on its list is: 4. Enhance Your Customer Experience. Focus on delivering exceptional customer service and creating a positive experience at every touch point to build loyalty and encourage repeat business. That sounds nice. Jay: It sounds fantastic. Again, just do that. You know, but how do you do that? I think I mentioned in the last podcast that so often people go into business not because they're great at customer service, but because they have a great recipe, or they have a great product. And they don't really think about how to offer that in a great way. I'm in the accounting field now, which kind of blows my mind and is a different conversation. But I find generally, David, that accountants don't know how to give good customer service. And they kind of feel like they have a captured audience and so they don't even try to give good customer service. David: And a lot of accountants also really struggle with marketing because they feel like it's Jay: Yes, yes. David: Kind of, if not beneath them, they feel uncomfortable with it. They don't want to come across as a salesperson. They're very good at what they do and they're less good at finding the people they need to do that sort of thing. And that's why a lot of them, a lot of small business accountants struggle, because they're great at accounting and not so great at the things that we're talking about here that will actually allow them to service more customers. Jay: Yeah, you're exactly right. Where I've come from, the retail side, the customer service side, that's been my whole background. So, we're kind of owning our little space in the marketplace, because we're focusing on that up front, and people recognize a difference immediately. David: Yeah, exactly. So, one of the things we talked about in the previous podcast related to AI telling us how to multiply sales is that some of these recommendations come across as rather general. Okay, so enhance your customer experience is not really the kind of thing you would think of as "okay, this will allow me to multiply sales." It's a necessity. You have to have exceptional customer service in your business if you want to survive, let alone thrive, let alone multiply business. But it doesn't seem to me to be a multiplier in and of itself. However, when we think about this idea, what can we do to make the experience better, what can we do to expedite the experience, make these things happen better and more consistently, that will allow us to get the velocity we need, in my opinion, to be able to then Multiply your sales. In other words, it's not enough to just do a great job with customer service. We need to be able to do it with a cadence of accountability. We need to be able to do it in a way where it's happening consistently. People are able to move through our process, get what they need, feel like they've been extremely well taken care of, and then we can move on to the next person. Jay: Yeah, when I hear enhance their customer experience, for some reason, I think of Disneyland, like better rides or better signage or, you know, things like that. It's very ethereal, like, how do I apply that to my individual experience? I think a key here is that our attention span with TikTok and all of these things is so low. And so when somebody lands on your website or when they've picked up a phone to call you, if they're not moving through that process fast enough, you're going to lose them. And that's just the reality of the world that we live in. David: Absolutely. And I think this general idea of enhancing your customer experience is good. And again, some of the words they use are delivering exceptional customer service and creating a positive experience at every touch point to build loyalty and encourage repeat business. So those are all great recommendations. But again, the question is, how are we doing those things? And in our work with our clients, the way that we do those things is through procedures and processes. Jay: Yes. David: And the next time method of delegation is one of the things that we use inside our program to say, okay, how can we make sure that things are being done the way that we as a business owner want them done and that our people can feel good about because they know they've got a system or a process in place to be able to achieve the result that they're looking for. Jay: Yeah. David: So I think that's what's missing there. Jay: Yeah, this is so important. We've spent the last six months in our business just identifying this process. What happens when they land on the website? What happens with our CRM if they've scheduled a consultation? What happens once they've had a consultation? What happens down to, it's funny to me, down to the forms that we send them. If those forms don't look professional, if they look haphazard, then people will be turned off by them. And that's such a simple thing when you think about it. Just get them done right so that every step of the way you look professional, that builds confidence in your product, and that's the face of our business. That's the storefront now. And, it has to be pristine, in my opinion. David: No question. And I think, you know, the idea of customer service is something that we could dedicate multiple podcasts to, but that was recommendation number four from AI. Recommendation number: 5. Implement a referral program. Encourage satisfied customers to refer your business to others by offering incentives or rewards for successful referrals. What do you Think? Jay: This one's hard for me. I'm not very good at tooting my own horn. Some people really are and it's always been hard for me to say, Hey, if you liked us refer us to other people. I don't know why that's hard for me. And I know that when I have good customer service, I'm very quick to recommend other people. So oftentimes it's not even saying it, it's just providing that extra level of customer service so that we naturally will do that. I think we want to do that. David: We all do. And whenever I talk to business owners, everybody knows the importance of referrals. Most people that I talk to know they should be doing it more. They should be asking more often than they're already asking. And one of the primary reasons they don't goes back to what we were just talking about. They don't have a process for it. They don't have a system or procedure for it. Earlier today, I was talking with one of my consulting clients and he was working on reactivating some old clients and we put together a process for him, just a week ago, that he was able to get out in front of people and the response that he got was amazing. There were eight people in particular that he had great relationships with previously that he hadn't heard from in a while. He initiated contact using the procedure we outlined. All eight of them responded to him within the first week. Jay: Wow. David: He's back in conversation with them. Doesn't mean they're all going to become customers again, but he's got eight out of eight. And that happens when you've got the processes and procedures in place that allow you to just deploy it. Right? Too often, if we want to get referrals, we're going to spend way too much time thinking about it, worrying about it, gnashing our teeth and saying, I really need to do this. Whereas, if you've got something that you could just send out via email this afternoon, You'll know what results you're starting to have by tomorrow. So once again, the recommendations that we're getting from AI are great. The devil is in the details. It's about, okay, how are we going to do it? And once again, one of the things that we do with our clients is we get the things in place, the sort of triggers, the switches that they can throw the switch, make this happen, report back on your results. If it's working great, awesome. If it's not, we'll tweak it and we'll flip a different switch. And we'll keep things moving forward. Jay: Well, I love that you use the word switch, because in today's world of technology, it can be as simple as flipping that switch. But are you sending out quality? Are you sending out things that we've already talked about? Targeting your customers? Identifying their needs and their concerns? Because, you know, in my CRM system, I can set up a drip program, right away. But like you said, the devil's in the details. Is it going to be something that is beneficial to me or am I just going through the motions because AI told me to do it? David: Right. And a lot of that goes back to the idea of creating value in your communications, which we talked about. That was number two, essentially. In what AI came up with and what we expanded on it to mean, AI was talking about developing a compelling value proposition. I was broadening it to include communication. How are we communicating with our clients?

A prettier logo won't fix a broken offer. In this episode, I sit down with creative director and brand strategist Rachel Pesso, and we talk about when to rebrand, what actually moves revenue, and how to build a brand that matches the depth of your work. Rachel breaks down the signs you're out of alignment, the clarity you need before you touch fonts and colors, and the user-experience shifts that turn your website from “pretty brochure” into a conversion tool. We also riff on serial content, photo shoots that elevate your positioning, and creating a through-line when you're a multifaceted founder. Get ready to learn how to design a brand that not only looks incredible but feels like the next level version of you. 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 Meet Rachel Pesso, creative director, brand designer, and my long-time collaborator. 08:30 Why brand evolution is normal and necessary. 12:00 How to start building cohesive branding as a beginner. 18:00 How to know when your brand is out of alignment. 25:00 The brand alignment method for bridging the gap between who you are and how your brand shows up. 33:00 How I created a cohesive look between all my brands. 40:00 How your visual identity affects confidence and momentum. 45:00 Why “niching down” isn't always the answer for visionary founders. 46:00 The biggest mistakes that cost entrepreneurs money when rebranding. 50:00 How do you keep your creative projects and clients on track? 55:00 Why your brand should reflect who you're becoming, not just who you are now. RESOURCES Take Rachel's Brand Alignment Quiz HERE! Book a Brand Alignment Intensive HERE! Learn more about Rachel Pesso 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 Rachel: @rachelpesso

Show highlights include:  00:00 – Intro01:10 – Insights vs. Actionable Insights05:28 – Understanding Social CRM & Platform Integration09:31 – Building a Unified, Holistic Client View12:54 – Social Listening, Keyword Tracking & Prospecting15:08 – Hyper-Personalized Outreach That Converts18:31 – Automation, Intake Forms & Scaling Engagement20:37 – CRM as the Engine of Your BusinessBrian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the business - the place where data, insights, and action come together.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/

Meet Melissa Helmbrecht

Born from a wine import business and shaped by deep relationships with multi‑generational wineries, Joy of Wine Journeys built a premium, multi‑day model with a ~75% repeat rate. Natalie shares why they skip big cities, how “depth over density” creates value, and how pricing, partnerships, feedback, and tight ops compound into growth.Top 10 takeaways1) Repeat guests keep coming back. About 75% rebook, often bringing friends and family. Nail the first trip and lifetime value follows.2) Win the in between. Don't try to run Paris or Venice. Guests fly into a gateway, then the tour connects the regions in between where long winery relationships unlock access and stories.3) Fewer stops, deeper moments. Five wineries in ten days. Hosted visits. Family meals. Time to linger. People remember conversations and rituals, not mileage.4) Price for the value you deliver. Raise prices as the experience improves. Let booking behavior and guest comments set the ceiling, not nerves.5) Partners make you resilient. When a bus failed, local partners mobilized vans, cold water, and support within the hour. Good relationships turn problems into loyalty moments.6) Feedback is the roadmap. Debrief during and after each tour, then keep, change, or cut. Trim bloat, smooth pacing, and upgrade hotels, meals, wines, and transport.7) Know who you serve. Average age ~63. Well traveled. Hungry for hosted, exclusive experiences without snobbery. Design pacing, teaching, and access for that person.8) Confirm, confirm, confirm. Book a year out, then reconfirm at six months, three months, one month, and day‑of. Fewer surprises. Smoother days.9) Help in the cities even if you don't operate there. Refer guests to vetted guides in Venice, Milan, Paris, Nice, and Florence so the whole trip feels looked after.10) Use tech to support margins, not as the magic. TravelJoy for CRM, WeTravel for euro payments, Travelfy for itineraries, QuickBooks for the back office. The differentiator is still access, hosting, and relationships.

In this episode of The Profit Cleaners Podcast, Brandon Schoen and Brandon Condrey unveil CleanStack.ai — a powerful new suite of AI-driven micro-tools designed to streamline, simplify, and elevate every core system in your cleaning business.After years of coaching thousands of business owners and teaching proven systems through their flagship $5,000 program, the Brandons are taking a major leap forward: transforming their most valuable, high-impact systems into accessible, intuitive apps that anyone can use. With rapid advances in AI and automation, what once required weeks of setup, custom spreadsheets, and one-on-one guidance can now be executed instantly with tools built specifically for cleaning professionals.From their new pricing engine BunnyBid, to upcoming tools for hiring, routing, social proof, reviews, and more — each CleanStack.ai app is designed to solve one critical problem exceptionally well and seamlessly complement the CRM tools you already use.This episode takes you behind the scenes of how CleanStack.ai came to life, the 8–12 week sprint to roll out multiple apps, and how early users can join the beta group to test, influence, and shape the future of these industry-changing tools.If you're ready to modernize your operations, simplify your systems, and scale with confidence, this is an essential listen.

How do you respond to pressure and repeated rejection?  Most sales professionals can spot a victim mentality in their colleagues instantly: the rep who blames the CRM, the veteran who insists the territory is cursed, the coworker who always has an excuse for missed quota. But recognizing when you're the one deflecting responsibility? That's where it gets difficult and uncomfortable.
  In this episode of Breaking Sales, Dan and Pam explore how victim mentality creeps into sales performance—not as a permanent character flaw, but as a natural response to the demanding pursuit of success, and the delayed results that often come with it. Through candid personal reflections, they discuss how blaming external factors can feel like a relief, but strips away your power to improve—and why catching yourself at that critical moment changes everything.  Listen to discover why stress and frustration make victim mentality almost irresistible, why dwelling on what you can't control keeps you stuck, and what it takes to maintain agency even when circumstances feel overwhelming.  

In this weeks' Scale Your Sales Podcast episode, my guest is Paul Fuller.   Paul's mission is to help others shine bright with the gifts they have been given. He is the CRO of Membrain, a CRM company focused on elevating the sales profession.   In today's episode of Scale Your Sales podcast, Paul shares why intuitive judgment, emotional connection, and authentic leadership remain essential—even as organizations increase their investment in AI. Offering practical guidance for CEOs and sales leaders, the conversation examines how to build high-performing teams through strong culture, people development, and thoughtful use of technology. They also discuss balancing financial goals with human fulfillment and establishing a clear roadmap for sales success through 2026.   Welcome to Scale Your Sales Podcast, Paul Fuller.     Timestamps: 00:00 AI and Human Foundations 04:25 AI Adoption: Focus Amid Uncertainty 08:28 Leadership in Evolving Organizations 11:37 Balancing Leadership and Performance Goals 15:16 Alignment Drives Success 18:44 Empowering Teams for Strategic Growth 21:43 Retrench, Focus, and Grow 25:17 Shine Bright Through Darkness 27:23 Transforming Sales, Transforming Lives   https://www.linkedin.com/in/psfuller/     Janice B Gordon is the award-winning Customer Growth Expert and Scale Your Sales Framework founder. She is by LinkedIn Sales 15 Innovating Sales Influencers to Follow 2021, the Top 50 Global Thought Leaders and Influencers on Customer Experience Nov 2020 and 150 Women B2B Thought Leaders You Should Follow in 2021. Janice helps companies worldwide to reimagine revenue growth thought customer experience and sales.   Book Janice to speak virtually at your next event: https://janicebgordon.com   LinkedIn: https://www.linkedin.com/janice-b-gordon/   Twitter: https://twitter.com/JaniceBGordon   Scale Your Sales Podcast: https://scaleyoursales.co.uk/podcast   More on the blog: https://scaleyoursales.co.uk/blog   Instagram: https://www.instagram.com/janicebgordon   Facebook: https://www.facebook.com/ScaleYourSales   And more! Visit our podcast website https://scaleyoursales.co.uk/podcast/ to watch or listen.

Ever look at another family photographer who's booked out months in advance and think, “What are they doing that I'm not?” Spoiler: it's not talent, it's not the “oversaturated market,” and it is definitely not that you're not good enough.This episode (originally recorded as a YouTube video and repurposed into the podcast) breaks down the eight core foundations—or “cogs”—that keep your family photography business consistently booked instead of stuck in that exhausting feast-or-famine cycle.Whether you're a few years into business or you're finally ready to take it seriously as a real, sustainable business, this one's meant to lovingly call you out and show you exactly where to focus next.Resources & Links Mentioned In This Episode▸ Read the full blog post that goes with this episode (that way, you get all the links mentioned): https://systemsandworkflowmagic.com/consistent-bookings-family-photographers/▸ Watch the YouTube video version of this Podcast: https://youtu.be/FIjZ3Yv1byA▸ The Family Photographer's Marketing Society: https://systemsandworkflowmagic.com/the-family-photographers-marketing-societyConnect with Dolly DeLong Education

Matt Knaggs, Senior Business Value Lead at Zilliant, brings a decade of pricing insight shaped by an unexpected leap from industrial safety into commercial excellence. Known for blending analytics, AI, and practical sales enablement, he now helps B2B companies make smarter, more confident pricing decisions by pairing data science with human judgment. In this episode, Matt and Mark dive straight into the real-world intersection of pricing and AI, where deterministic models still set prices, GenAI fills in missing context, and messy CRM data finally becomes usable.  Matt shares how he built a custom GPT that builds other GPTs, why "pricer in the loop" is essential, and how AI can elevate pricing teams without replacing them. They unpack the future of pricing, the danger of outsourcing expertise, and why curiosity beats perfection in an AI-driven world.   Why You Have to Check Out Today's Episode: Learn how AI can enhance pricing (without setting prices for you) - including specific use cases where GenAI adds context, fills data gaps, and boosts pricer effectiveness. Discover the "Pricer in the Loop" model and why Matt believes humans will remain essential for trust, validation, nuance, and internal adoption. See how to use AI as a thought partner - to generate buyer problems, value drivers, competitive alternatives, and messaging frameworks that accelerate value-based pricing.   "Don't hide from all of the advancements in AI. It can be scary and intimidating, but try what you can. AI won't tattle on you for asking dumb questions." - Matt Knaggs   Topics Covered: 03:30 – How Matt Went From Safety to Pricing—and Why the Discipline Hooked Him 04:22 – The Reality of AI in Pricing: What Matt Sees Working (and Failing) Inside Companies 11:58 – Matt Reacts to Mark's Approach: Using AI to Map Buyer Context 15:34 – When a Pricing Expert Builds AI That Builds AI: Matt's Custom GPT Story 19:01– The Messy Data Problem Every Pricer Knows… and How Matt Uses AI to Fix It 24:09– Matt's Honest Take on the Future: Why AI Won't Replace Pricers Anytime Soon 27:34 – The Threat to Expertise: Matt and Mark Explore What Happens When People Outsource Thinking 31:53 – What AI Can Do for Pricing Strategy (If You Use It Intelligently) 33:15 – Matt's Final Challenge to Pricers   Key Takeaways: "AI is probabilistic, not deterministic. You can give it the same inputs and get different outputs. That's why I'm not ready for GenAI to set prices." - Matt Knaggs "You don't need to learn AI to protect your job. But if you ignore it, the person who learns how to use AI might take your job." - Matt Knaggs "The future pricer isn't replaced—it's the translator. The one who explains the 'why' behind what AI suggests." - Matt Knaggs "You can't outsource judgment. You need the pricer in the loop to validate hallucinations, nuance, and context." - Matt Knaggs "AI can scan markets, pull competitor moves, and hand-wave at things you should consider—things deterministic models miss." - Matt Knaggs   People & Resources Mentioned: Zilliant: Pricing optimization & management platform where Matt leads value initiatives Stephan Liozu: Pricing author referenced for value-based pricing frameworks Salesforce + OpenAI / Claude Connectors: For CRM automation   Connect with Matt Knaggs: LinkedIn: https://www.linkedin.com/in/matthewknaggs/   Connect with Mark Stiving: LinkedIn: linkedin.com/in/stiving Email: mark@impactpricing.com  

The Government is back open – is that a good thing? October's economic data may be lost forever. Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber Kawasaki. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)   Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America*. Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company's app for IOS. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (NVDA), (TSLA), (AMD), (MSFT), (GOOGL), (GEV), (ORCL), (CRM)