Podcasts about CRM

Harrison Thomas, Chief Growth Officer at Beacon Specialized Living Services, Inc. In Part 2 of our conversation, we go deep into how Beacon is operationalizing M&A. Harrison reveals how they reduced their request list by over 65%, why they require third parties to use their DealRoom, and how integration now begins before the deal is even signed. He also dives into the organization's AI roadmap, their internal CRM transformation, and the surprising challenges of acquiring non-profit organizations. If you want a behind-the-scenes look at building a scalable, tech-forward M&A machine in healthcare, don't miss this episode. Things you will learn: How to build a centralized M&A system across CRM, diligence, and integration Why Beacon embeds integration planning before close—and the real cost of waiting What it takes to acquire and integrate nonprofit healthcare organizations Episode Chapters [00:02:30] Using third-party compliance audits and chart reviews in diligence [00:06:00] Evolving the deal process from relationship-building to IOI to close [00:12:00] Reducing diligence requests from 474 to 147 using DealRoom [00:14:00] Enforcing platform accountability for both internal teams and sellers [00:16:00] Managing deal fatigue and broker feedback in seller-heavy processes [00:21:00] Beacon's shift from siloed M&A to One Beacon integration strategy [00:26:00] Running diligence and integration in parallel, starting pre-close [00:29:30] Valuation risks of integration backlog and how Beacon is addressing it [00:35:00] Centralizing the full M&A lifecycle—from CRM to integration—in one platform [0:41:00] How to approach acquiring nonprofit organizations (and why it's worth it) _______________

If you've ever avoided setting up automations in your business because you're scared something will break, sound robotic, or feel impersonal, this episode of Take It Personally is for you.In this episode, I'm sharing a little tough love and a whole lot of encouragement for those of you who are automation-curious but stuck in perfectionism. I'll walk you through real-life examples from my own brand photography business and show you how automations can actually give you more space for personal touch, creativity, and freedom. You don't have to babysit your inbox forever. Let's talk about what's really holding you back—and how to fix it.01:30 Why I avoided automations too (and what changed my mind)03:40 What's really holding you back from setting up workflows05:15 Automations don't have to be robotic07:10 A behind-the-scenes look at how my CRM is set up09:00 What to do if you're scared of sending something by accident11:35 Why human error is not the end of the world14:00 Strategic automation vs. intentional personal touch16:15 Why automations create more space for connection18:10 Final pep talk (plus your invite to the free webinar!)CONNECT WITH MADDIE:InstagramWebsiteLINKSJuly 17 Webinar with Colie James: Charge More Stress Less - Learn how to automate the sales process for your luxury brand photography offer. Save your spot now!Dubsado: 20% offHoneybook: 25%Full show notes

Episode 249: When “revenge travel” brought guests roaring back to Four Seasons Hotels, they capped occupancy, turning away guests and revenue. Scott Taber, senior vice president of global hospitality, describes the Four Seasons philosophy: No points, no perks. Just great properties, individual recognition, personal service, and an emphasis on making sure the first five minutes after check-in are spectacular. That belief was put to the test when the world started traveling again and labor gaps persisted at the end of the pandemic. The company had a choice: chase revenue or protect intimacy. It chose intimacy. To avoid overextending staff and diluting the experience, Four Seasons capped occupancy. The organization focused on preserving what Scott calls the “first five”: those opening minutes that define a guest's stay. “People want to see your eyes and your teeth,” he says. They want to be recognized, not processed. That doesn't mean resisting tech. Four Seasons embraced tools that support connection: a CRM “golden record” surfaces each guest's preferences so staff can deliver personal touches at scale. They also rolled out a proprietary 11-platform chat tool that helps staff resolve 80% of requests within 90 seconds. Last year, they set an NPS record.  Culture provides the foundation for the organization's enduring success. Recruiting favors empathy, veterans mentor newcomers, and managers celebrate tiny moments of recognition as fiercely as revenue. With management contracts that stretch a whopping 80 years, Four Seasons plays the long game: culture first. For Four Seasons, the strongest currency isn't points, but people. Guest: Scott Taber, Senior Vice President for Global Hospitality, Four Seasons Hotels Host: Rob Markey, Partner, Bain & Company Give us feedback: Customer Confidential Podcast Feedback Send us a note: Contact Rob Topics Covered: 00:04 How occupancy caps protect service under pressure 00:12 No points program means loyalty through recognition 00:20 Salesforce “golden record” and how it personalizes at scale 00:30 The benefits of their chat platform that responds instantly to guests 00:35 Getting culture right, like hiring empathetic staff and having veterans mentor newcomers 00:41 How their 80-year contracts reinforce a culture-first strategy Notable Quotes: 00:02 “It's the service excellence that we want to have in our properties every single day, and making sure that we have the right tools, training, support, structure, to truly bring that to life. And all while creating great jobs and helping to have amazing leaders and supporting them to create great memories and experiences for our guests.” 00:03 “We had a record year last year with our guest experience score, Net Promoter Score.” 00:11 “Our typical management agreement is 80 years. We want to be with this hotel, we want to be with this project, for the long term. It's the vision of Mr. Sharp [Four Seasons' founder] committing himself to the property and us being committed to the property for that period of time. I think there are some pretty good foundational elements to keep us going for a long time to come.” 00:12 “ [Customers] want to be remembered and appreciated for their business. Four Seasons doesn't have a loyalty program. We're a small brand: 133 hotels. So, how do we do that in a way that is thoughtful and that helps our employees to be able to remember our guests in the right way?” 00:25 “We want to hire for attitude and teach the skills. So you are looking for someone who wants to connect with that guest and be in sync with what that guest needs at that moment. And that comes with how we teach and how we coach that behavioral side to engage with the guests—what's important for them in the moment.” Additional Resources: Connect the dots between the present and the past with our Customer Confidential podcast from 2016, Inside the Four Seasons Approach to Five-Star Service Learn more about how Four Seasons was impacted by Covid-19 in our brief: The Power to Change

In this conversation, John Harcar interviews Chris Salerno, co-founder of Deal Compass, a tech software designed to simplify the lives of real estate professionals. Chris shares his journey from a recent graduate to an entrepreneur, discussing the challenges of starting a business, identifying market needs, and the importance of client feedback. The conversation delves into the unique features of Deal Compass, including its texting system and CRM integration, as well as the company's vision for growth and commitment to customer relationships. Chris emphasizes the importance of teamwork and the influence of sports in shaping their business approach, while also addressing trends in real estate technology.   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   —--------------------

Coach the person, not just the group. In this episode of Dealer Talk with Jen Suzuki, we're taking the next step in developing high-performing sales teams—moving from team talks to tailored coaching. If you're a manager who's ready to elevate your leadership game, this one's packed with practical frameworks and real dealership scenarios you can start using today. Jen breaks down: The 3 Ps of diagnosing performance: Performance, Process, and Presence Her go-to one-on-one coaching blueprint How to coach mindset, not just skill sets The role of energy and presence in driving results Why your salespeople need a coach—not a boss You'll walk away with coaching phrases, reset strategies, CRM tips, and ways to turn every one-on-one into a power session that inspires growth, confidence, and performance. "I'm not coaching you because you're bad. I'm coaching you because you're worth it." Let's build a team that's not just trained, but transformed.

This episode is available in audio format on our Let's Talk Loyalty podcast and in video format on www.Loyalty.TV.In this episode Bill Hanifin, CEO Wise Marketer Group, speaks with recognized industry figure Deepak Pradhan, Head of Loyalty Program & CRM at ADNOC Distribution.This conversation will share a vision for the future of convenience and fuel retailing and will surely create “store envy” among many retailers. The state of the art at ADNOC is incredible.Listen as we dig into how ADNOC is innovating in customer loyalty in this new retail model.The episode is sponsored by Comarch.Show Notes:- 1) Deepak Pradhan2)ADNOC Distribution

We're closing out this series with a powerful conversation that redefines what leadership can look like. Lindsay Fuller of The Teaching Well joins us to explore how leading with courage starts right where you are—not with a title, but with intention.We unpack big ideas: hope as a daily practice, resilience as a rhythm, and policies that reflect lived experience—not just words on a page.Lindsay challenges us to rethink what tools truly sustain leadership—like rest, offboarding, and sabbaticals—and why they're not extras, but essentials. We also name the often-unspoken reality of compassion fatigue and offer a vision of shared leadership grounded in alignment, not replication.If you're ready to build a culture that centers humanity, care, and courage—this episode is your invitation to begin. Learn:Learn why human-centered leadership means choosing courage over comfortDiscover how critical hope is a practice—not a personality traitUnderstand why change leadership begins right where you are—even without the titleExplore what it means for policies to be living, responsive, and rooted in lived experienceSee how resilience is built through consistent, intentional rhythmsUnpack why rest, offboarding, and sabbaticals are essential leadership tools—not perksLearn how shared leadership depends on calibration, not cloningRecognize why compassion fatigue is a real occupational hazard—and what to do about itEpisode Highlights: The Importance of Critical Hope (05:00)Policies as Culture in Action (08:55)Reframing Policies for Human-Centered Organizations (09:01)5-Part Framework and Where People Get Stuck (15:00)Challenges in Implementing Human-Centered Policies (14:53)Human-Centered Leadership (25:00)The Role of Feedback in Leadership (27:51)Becoming the Change Leader in Your Team (30:00)The Journey of Rest and Leadership (32:11)Reflections from the Well (33:00)Join us at ImpactUp: Movement on July 10th!It's a free, one-day virtual event for changemakers who are ready to move their mission forward. You'll walk away with real, practical tools—like how to use your data to spark action, how to craft a clear and compelling elevator pitch, and how to create messaging that actually moves people.Grab your free spot at weareforgood.com/impactup

Today we're going to talk about something that can change the way you grow your brand — how you follow up. So many people focus on getting new followers, but the real gold lies in the people you've already talked to. It's easy to lose track of warm leads, superfans, and partners when your messages are buried in your DMs and emails, which is why organizing your contacts and creating a system for follow up is so important. When you have a personal CRM, you stop leaving money and relationships on the table and start to stay top of mind. You also are able to turn connections into real growth for your brand and business.My recommended tool from this episode: KondoLearn More: Buy Digital Threads: https://nealschaffer.com/digitalthreadsamazon Buy Maximizing LinkedIn for Business Growth: https://nealschaffer.com/maximizinglinkedinamazon Join My Digital First Mastermind: https://nealschaffer.com/membership/ Learn about My Fractional CMO Consulting Services: https://nealschaffer.com/cmo Download My Free Ebooks Here: https://nealschaffer.com/books/ Subscribe to my YouTube Channel: https://youtube.com/nealschaffer All My Podcast Show Notes: https://podcast.nealschaffer.com

Most shop owners don't think about marketing when things are going great, but wait until the car count drops or the phones go quiet. That's when the panic hits, and all eyes turn to marketing. But what if your shop's struggles aren't about marketing at all?In this episode, I sit down with Daniel Burkholder from Body Shop Marketing to explore a lesser-known aspect of the collision industry. Daniel's been in this world since he was a kid, growing up in the family's body shop, and now he's on the frontlines helping collision shop owners navigate a changing landscape.We talk about what a Direct Repair Program (DRP) is, how it affects a shop's autonomy, and why relying on insurance companies for car count is a dangerous game. You'll hear how customer behavior is shifting even with DRPs in play and how shops that aren't actively marketing are gambling with their future.This episode is loaded with insights about the customer journey in the collision space, the rising importance of Google search, the power of reputation, and why the best time to market is when you don't need the work. Whether you're all mechanical or have a toe in the collision side, this is a conversation worth tuning into. This episode is sponsored by Shop Boss. You know, other shop management software makes you work, but Shop Boss works for you. AppFueled makes marketing easy. It's a CRM designed for auto repair shops with tools like segmentation, reminders, and even a call center. Don't wait, get started today at appfueled.comHow To Get In Touch With the GuestDaniel BurkholderBody Shop MarketingLagniappe (Books, Links, Other Podcasts, etc)Collision Vision Podcast by Cole StrandbergShow Notes with TimestampsHow To Get In TouchJoin The Auto Repair Marketing Mastermind Group on FacebookMeet The ProsFollow SMP on FacebookFollow SMP on InstagramGet The Ultimate Guide to Auto Repair Shop Marketing Book Email Us Podcast Questions or Topics Aftermarket Radio NetworkRemarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open DiscussionDiagnosing the Aftermarket A to Z with Matt Fanslow: From Diagnostics to Metallica and Mental Health, Matt Fanslow is Lifting the Hood on Life.The Weekly Blitz with Chris Cotton: Weekly Inspiration with Business Coach Chris Cotton from...

Most GTM teams are stuck in a 10-year-old playbook — Anthony Enrico, Founder and CEO of LeanScale, shows how to break the cycle. Previously Head of RevOps at Boast.AI, where he helped scale the company past $20M ARR, Anthony now advises and enables dozens of founders and revenue leaders to engineer growth without burning headcount. He also shares how they help high-growth startups scale RevOps with a lean, efficient GTM motion. Specifically, Anthony discusses:(05:25) Startups replace brute-force growth with RevOps to boost revenue per FTE.(15:49) Most teams underinvest in the brand despite its long-term impact.(20:29) Use a data warehouse — not your CRM — for unified reporting.(25:18) Clay transforms RevOps with scalable, integrated data enrichment.(30:48) Default uses AI to route leads and trigger workflows across tools.(35:42) Amplemarket targets fundraisers and job changes with precise outreach.(40:28) AI is most effective when humans fine-tune for quality and authenticity.(44:44) Early days are easiest — scaling means harder niches and messaging.(54:46) Bootstrapping forced them to hire fewer, better people and build processes early.(01:03:33) A solo GTM dashboard tracks pipeline, ops and conversion rates.Resources Mentioned:Anthony Enricohttps://www.linkedin.com/in/anthonyenrico/LeanScale | LinkedInhttps://www.linkedin.com/company/leanscale/LeanScale | Websitehttps://www.leanscale.teamAmplemarkethttps://www.amplemarket.com/Clayhttps://www.clay.com/Ocean.iohttp://ocean.ioDefaulthttps://www.default.com/ChurnZerohttps://churnzero.com/Riversidehttps://riverside.fm/This episode is brought to you by:Leverage community-led growth to skyrocket your business. From Grassroots to Greatness by author Lloyed Lobo will help you master 13 game-changing rules from some of the most iconic brands in the world — like Apple, Atlassian, CrossFit, Harley-Davidson, HubSpot, Red Bull and many more — to attract superfans of your own that will propel you to new heights. Grab your copy today at FromGrassrootsToGreatness.comEach year the U.S. and Canadian governments provide more than $20 billion in R&D tax credits and innovation incentives to fund businesses. But the application process is cumbersome, prone to costly audits, and receiving the money can take as long as 16 months. Boast automates this process, enabling companies to get more money faster without the paperwork and audit risk. We don't get paid until you do! Find out if you qualify today at https://Boast.AILaunch Academy is one of the top global tech hubs for international entrepreneurs and a designated organization for Canada's Startup Visa. Since 2012, Launch has worked with more than 6,000 entrepreneurs from over 100 countries, of which 300 have grown their startups to seed and Series A stage and raised over $2 billion in funding. To learn more about Launch's programs or the Canadian Startup Visa, visit https://LaunchAcademy.caContent Allies helps B2B companies build revenue-generating podcasts. We recommend them to any B2B company that is looking to launch or streamline its podcast production. Learn more at https://contentallies.com#RevOps #GTMstrategy #B2Bgrowth #Product #Marketing #Innovation #StartUp #GenerativeAI #AI

Send us a textThe digital landscape is transforming the shed industry, separating businesses that thrive from those that merely survive. This revealing conversation dives into the conservative nature of the shed business and how resistance to technological change is causing some companies to miss opportunities they never even know existed.When a shed business lacks proper digital infrastructure, it's like "building a beautiful lot with 140 pristine buildings sitting in a cornfield where no one can see it for 100 miles." The podcast team breaks down this powerful analogy, explaining how even multi-million dollar companies operating without proper digital tracking are flying blind when it comes to understanding their true marketing ROI.The discussion moves beyond theory into practical applications, comparing digital marketing tools to the physical equipment needed to run a shed business. Just as you wouldn't try to haul multiple sheds with an underpowered truck, you shouldn't expect maximum results without the proper digital framework. The hosts share real examples of clients who initially resisted implementing websites, CRM systems, and lead tracking tools, only to eventually embrace these technologies once they understood their value.Particularly fascinating is the exploration of how businesses can develop graduated marketing strategies that solve specific problems rather than taking a "kitchen sink" approach. Through consultative conversations, shed companies can identify their unique challenges – whether it's lead generation, customer relationship management, post-sale follow-up, or strategic growth planning – and implement targeted solutions that deliver measurable returns.Ready to stop losing customers to competitors with stronger digital presences? Visit ShedGeek.com to discover how the right digital strategy can help your shed business capture opportunities you're currently missing.For more information or to know more about the Shed Geek Podcast visit us at our website.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: Shed ProNewFound SolutionsSolar Blaster FansShed HubShed SuiteIdentiGrow

In this episode, Sally is diving into one of the most overlooked but powerful tools in your CRM—tags. Sally shares her signature Omni Way Tagging System, the exact framework used inside OmniSAM to organize automations, track client behavior, and keep your database clean and scalable. You'll learn the six core tag types every business should use, how to name and manage them effectively, and why setting up smart tag conventions now saves you time and stress later. Plus, Sally shares a hot-off-the-presses update inside OmniSAM: a new QR code generator that makes networking easier than ever. Whether you're new to automation or looking to streamline your setup, this episode will help you get organized and use your CRM like a pro. Stay Connected & Get Exclusive Access: Join the Private OmniSAM Community: omnisam.com.au/gsdgroup Facebook Group: gsdfb.omnisam.com.au Follow on Facebook: facebook.com/sallysparkscousins Watch the Live Stream & Subscribe for More Updates: OmniSAM YouTube: youtube.com/@omnisamsoftware Sally Sparks-Cousins YouTube: youtube.com/@sallysparkscousins

You know that meme… Charlie Day, crazed look, wall of string, pointing at chaos? That's the typical freelancer trying to make a decision. A simple pricing change? You're mapping out lifetime value, market benchmarks, “CFO-level cost abstractions” (whatever the hell that means). Meanwhile, someone else just ran a quick test, got a client, and moved on. While one person's “trying to decide on a niche”… Another one has tested 5 different offers and actually figured out what will sell. If you've been stuck in “procrasturbation”… Tweaking your logo. Updating your website. Getting ready to get ready… Instead of launching offers, testing, having conversations, and figuring it out by failing fast… Listen to THIS EPISODE now. And then DO SOMETHING. Move fast. Speed is king. And indecision is the tax you're paying. There's a specific reason I'm bringing this up now… Because I get so mad when I see freelancers getting stuck on this stuff when there is a simple path that leads directly to the 3% of clients who are ready to hire you right now. Later this week, we're offering something special to a handful of freelancers And it might have something to do with us handing you our entire client acquisition system. That includes funnels, follow-up, CRM. And we're covering the software cost too. More about that later this week. In the meantime check out the episode. For full show notes, visit https://6figurecreative.com/370

In this final episode recorded live from the Engage 2025 Summit, Dustin spoke with Tanya Weigold and Kathryn Harris from the South Carolina Commission on Higher Education. They shared how their small team is using Element451 and AI agents to scale support for thousands of South Carolina students. From transforming an admissions platform into a scholarship gateway to increasing FAFSA completion rates, their story is proof that curiosity, collaboration, and courage go a long way in driving digital transformation.Guest Names: Kathryn Harris, Program Manager, Scholarships and Grants at South Carolina Commission on Higher EducationTanya Weigold, Program Coordinator, Scholarships and Grants at South Carolina Commission on Higher EducationGuest Socials: KathrynTanya Guest Bios: Kathryn Harris is a seasoned program and operations manager with over 15 years of experience in higher education and state government. As Scholarship & Grants Program Manager at the South Carolina Commission on Higher Education, she oversees the administration of more than $160 million in state-funded aid, leads cross-agency initiatives, and supports legislative reporting and policy implementation. Katie is committed to streamlining processes, improving student access, and using data to drive meaningful change in education. She holds a Master's degree in Education and is currently pursuing the Certified Public Manager credential through the State of South Carolina.Tanya Weigold is a Program Coordinator at the South Carolina Commission on Higher Education (CHE), where she oversees several key state financial aid programs, including the Lottery Tuition Assistance Program, DAYCO Scholarship, Scholarship Enhancement Program, and the Scholarship Appeals process. With over seven years at CHE and a background in TRIO and campus life, Tanya brings a student-centered approach to her work. She also manages the knowledge base for the agency's CRM system, ensuring consistent, up-to-date information is shared across platforms. Tanya holds an MBA in Leadership from Adams State University and is passionate about using technology to modernize processes, improve communication, and increase retention among South Carolina's college students. - - - -Connect With Our Host:Dustin Ramsdellhttps://www.linkedin.com/in/dustinramsdell/About The Enrollify Podcast Network:The Higher Ed Geek is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too!Enrollify is made possible by Element451 — the next-generation AI student engagement platform helping institutions create meaningful and personalized interactions with students. Learn more at element451.com.Attend the 2025 Engage Summit! The Engage Summit is the premier conference for forward-thinking leaders and practitioners dedicated to exploring the transformative power of AI in education. Explore the strategies and tools to step into the next generation of student engagement, supercharged by AI. You'll leave ready to deliver the most personalized digital engagement experience every step of the way.Register now to secure your spot in Charlotte, NC, on June 24-25, 2025! Early bird registration ends February 1st -- https://engage.element451.com/register

In this episode, I dive into one of the smartest ways to scale your business as an entrepreneur or online business owner—outsourcing your marketing and sales tasks to virtual assistants. If you've ever felt stretched thin doing everything yourself, or you've struggled to find high-quality help without blowing your budget, this episode is going to give you real clarity.I walk through what tasks you should actually be outsourcing, how to do it the right way, and why looking globally—especially to Africa—might just be the most strategic move you can make.I'm joined by outsourcing expert Valerie Bowden, and together we talk about how to build a lean, effective, and ethical remote team that supports your growth without the burnout.Guest IntroductionValerie Bowden is the founder of CRDLE, a company that connects entrepreneurs and business owners with top-tier remote sales and marketing talent from Africa. After living in Ethiopia for years and witnessing firsthand how major corporations were quietly outsourcing to Africa without fair wages or growth paths, she launched CRDLE to offer a better, more ethical alternative. Today, Valerie helps online businesses and growing companies build cost-effective, high-performance teams that scale sustainably and responsibly.Hiring High-Quality VAs the Right Way - Key TakeawaysStrategic outsourcing helps you scale affordably without compromising on qualityMany online business owners wait too long to delegate and end up burned outTasks like cold calling, lead generation, and podcast booking are perfect for virtual assistantsThe #1 outsourcing mistake is failing to train your team properlyDaily check-ins, clear SOPs, and a strong onboarding process drive successFreelance platforms like Upwork are great for one-off projects, but building a long-term team requires deeper integrationFocus your time on what only you can do—and outsource everything else to free up capacityTraining Offshore Team MembersRecord initial trainings to onboard future hires more efficientlySchedule short daily check-ins during the first couple of weeks to build momentumInclude VAs in team meetings—they're part of your team, not a side resourceYou should always own the voice, strategy, and messagingDon't expect perfection immediately—give space for growthWhat to Outsource in Sales and MarketingMarketing tasks: social media scheduling, video editing, content uploading, podcast booking, engagementSales tasks: cold calling, lead scraping, CRM maintenance, appointment settingCombine LinkedIn outreach with cold calls to warm up your sales funnelTools like Apollo.io make it easy to gather verified lead dataWhy Choose Africa for OutsourcingAfrica has a large, highly skilled talent pool with strong English and solid educationIt's far less saturated than traditional outsourcing countries, so you find better candidates fasterHiring from Africa also supports a powerful social mission—especially for young womenCRDLE connects you with pre-vetted, highly motivated professionals ready to contributeIntegrating AI into Outsourced RolesAI tools like ChatGPT help VAs generate content, match tone, and stay on-brandVAs can research and test AI tools to streamline your workflowsAI + outsourcing = more leverage for your business, less time doing the heavy lifting yourselfThis combination empowers you to stay agile and competitive as you scaleKey Quotes"If someone's spending all day cold calling, they shouldn't be doing it at a U.S. salary. That's the kind of job that should be outsourced.""The biggest mistake I see is...

Episode 273:  It is understanding your progress and the shifts you need to make toward achieving your year-end goals:    Mid-year is the perfect time to reassess, refocus, and reignite your sales strategies. Whether you're ahead of your quotas or trying to make up for lost ground, the next six months offer countless opportunities to optimize your performance. I will share nine key strategies that will help you refocus, boost growth, meet your targets, and elevate your sales performance.   We must begin by honestly assessing our performance in the first half of the year. There is no judgment, just an evaluation of what we have accomplished, areas of progress, and the following steps to commit to.   1. Refine Your Product Pitch   Your product pitch is a powerful tool that can significantly impact your success. Now is the time to evaluate and refine it. Test your pitch with colleagues or mentors, gather feedback, and make adjustments to make it more engaging and tailored to your client's needs. Tools like sales pitch refinement apps and AI platforms can provide valuable insights into the tone, clarity, and effectiveness of your pitch. 2. Double Down on Client Relationships   Strong client relationships are the cornerstone of long-term sales success. Mid-year is an ideal time to check in with your existing customers. Celebrate the wins they've had since partnering with you, or inquire about any changes in their needs or goals. Use this insight to strengthen your collaboration. 3. Leverage Advanced CRM Tools   Are you fully utilizing your customer relationship management (CRM) platform? Tools like Salesforce and HubSpot go beyond managing leads; they provide data-backed insights into client behavior, predict purchasing patterns, and help automate follow-ups. Mid-year is an ideal time to clean up your CRM data and maximize the tool's potential to enhance lead engagement and increase meeting and sales conversions. 4. Focus on Qualified Leads   Not all leads are created equal. Revisit your lead generation strategy and prioritize prospects most likely to convert. It will ensure that you target prospects who align with your ideal customer profile, keeping your pipeline lean yet high-quality. 5. Elevate Your Follow-Up Process   Studies show that 80% of sales require 5+ follow-ups, yet many of us stop after just one or two. Develop a follow-up process that is both persistent and respectful, utilizing personalized emails, value-driven updates, and call-back schedules to ensure effective communication. Make your follow-up customized, not automated. 6. Track & Celebrate Milestones   Take time to track progress towards your goals and celebrate milestones, no matter how small. It will not only boost team morale but also provide an opportunity to reflect on what's working and make adjustments to elements that need improvement. Use performance tracking tools to measure how close you are to achieving (or exceeding) your quotas. 7. Stay On Top of Industry Trends   The sales landscape is constantly evolving, with new tools, tactics, and challenges consistently emerging. To stay ahead, dedicate time each week to reading industry blogs, attending webinars, or networking with other professionals. Whether it's harnessing AI to improve productivity or exploring new markets, staying informed will help you stay competitive. 8. Engage in Sales Coaching or Mentorship   Even the most experienced sales professionals benefit from structured coaching or guidance from a mentor. A coach can help you identify blind spots, optimize your strategies, and inspire creativity in your approach. If you don't currently have a mentor or access to coaching, consider joining online communities or forums for sales professionals to exchange tips and advice. 9. Make Data-Driven Decisions   Data increasingly drives sales. Utilize tools such as Google Analytics, LinkedIn Insights, or your in-house analytics platforms to identify trends, assess performance, and forecast customer behavior. Refine strategies using historical data and adopt an iterative approach to improving your success rate.   Remember, thriving in sales requires a balance of persistence, personal development, and adaptability. These mid-year strategies can help you reassess your current status and set yourself up for a strong second half of the year.   Start by identifying one or two areas where you can make immediate improvements, and take action today. There's no better time to refine your game, inspire client trust, and achieve your goals.   How do you plan to supercharge your sales performance this year? Your thoughts and favorite strategies are valuable to us, so please share them below!   If someone can benefit from this episode, please share it with them.   Until next time, Keep Making Progress.    Connect with Lisa: https://www.linkedin.com/in/lisathal/ http://threewordmeetings.com http://threewordpodcast

Did you buy the dip? Do you know how to use the tools you have? Here are AI hacks to use! ⁠⁠⁠⁠⁠GET THE TRENDSPIDER SALE HERE BEFORE IT ENDS⁠⁠⁠⁠⁠Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠:  with a 7-day free trial—save $30⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Are your donor relationships thriving—or just surviving?Most nonprofits rely on mass emails and generic updates—then wonder why major donors disappear.Here's the truth:Connection isn't about the channel.It's about intentionality..After 30+ years in fundraising, I've learned what actually works in a digital world:→ Personalize every touchpoint.“Dear Friend” won't cut it. Use your CRM to reference gifts, interests, and conversations.→ Show impact with stories & visuals.A quick video tour or photo diary is more memorable than a spreadsheet.→ Automate routine, but keep it human.Tools like ThankView free you up for real conversations—not replace them.→ Make giving frictionless.Test your donation process. If it's clunky, fix it—fast.→ Invite two-way engagement.Host virtual coffees, send surveys, and ask for feedback. Donors want to be heard.TL;DR: Tech will keep evolving, but authentic connection is the real differentiator.How are you making your major donors feel truly seen in a digital age?Listen to the full episode.Resources: Show notes, links, and resources mentioned in this episode.Review my show: Please review my show. After you click the link, scroll to the bottom, first tap to rate with five stars, and then tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful, or inspiring in some way. Privacy Policy: See Privacy Policy at https://www.fundraisingtransformed.com/policies Newsletter: Subscribe to my Scaling Major Gifts weekly newsletter.

"You can try to develop self-awareness and take a beginner's mind in all things. This includes being open to feedback and truly listening, even when it might be hard to receive. I think that's been something I've really tried to practice. The other area is recognizing that just like a company or country, as humans we have many stakeholders. You may wear many hats in different ways. So as we think of the totality of your life over time, what's your portfolio of passions? How do you choose—as individuals, as society, as organizations, as humans and families with our loved ones and friends—to not just spend your time and resources, but really invest your time, resources, and spirit into areas, people, and contexts that bring you meaning and where you can build a legacy? So it's not so much advice, but more like a north star." - Sabastian V. Niles Fresh out of the studio, Sabastian Niles, President and Chief Legal Officer at Salesforce Global, joins us to explore how trust and responsibility shape the future of enterprise AI. He shares his journey from being a high-tech corporate lawyer and trusted advisor to leading AI governance at a company whose number one value is trust, reflecting on the evolution from automation to agentic AI that can reason, plan, and execute tasks alongside humans. Sabastian explains how Agentforce 3.0 enables agent-to-agent interactions and human-AI collaboration through command centers and robust guardrails. He highlights how organizations are leveraging trusted AI for personalized customer experiences, while Salesforce's Office of Ethical and Humane Use operationalizes trust through transparency, explainability, and auditability. Addressing the black box problem in AI, he emphasizes that guardrails provide confidence to move faster rather than creating barriers. Closing the conversation, Sabastian shares his vision on what great looks like for trusted agentic AI at scale. Episode Highlights [00:00] Quote of the Day by Sabastian Niles: "Portfolio of passions - invest your spirit into areas that bring meaning" [01:02] Introduction: Sabastian Niles, President and Chief Legal Officer of Salesforce Global [02:29] Sabastian's Career Journey [04:50] From Trusted Advisor to SalesForce whose number one value is trust [08:09] Salesforce's 5 core values: Trust, Customer Success, Innovation, Equality, Sustainability [10:25] Defining Agentic AI: humans with AI agents driving stakeholder success together [13:13] Trust paradigm shift: trusted approaches become an accelerant, not obstacle [17:33] Agent interactions: not just human-to-agent, but agent-to-agent-to-agent handoffs [23:35] Enterprise AI requires transparency, explainability, and auditability [28:00] Trust philosophy: "begins long before prompt, continues after output" [34:06] Office of Ethical and Humane Use operationalizes trust values [40:00] Future vision: AI helps us spend time on uniquely human work [45:17] Governance philosophy: Guardrails provide confidence to move faster [48:24] What does great look like for Salesorce for Trust & Responsibility in the Era of AI? [50:16] Closing Profile: Sabastian V. Niles, President & Chief Legal Officer, LinkedIn: https://www.linkedin.com/in/sabastian-v-niles-b0175b2/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/

Think tripling your revenue requires fancy tools or complex strategies? Think again. In this quick-fire episode, Todd Toback reveals the real secret to explosive growth—and it's all about mastering the fundamentals. From using your CRM right to following up like a pro and selling for top dollar, this episode breaks down the basics you can't afford to skip.Perfect for real estate investors, wholesalers, and entrepreneurs who want fast, actionable advice that actually moves the needle.---------Show notes:(0:52) Beginning of today's episode(2:49) All leads needs to go to your CRM(2:53) Every lead needs to have a follow up(3:17) Are you selling your properties on top dollar(4:37) Keep those fundamentals(5:16) Focus on the fundamentals----------Resources:To speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?

Meet Jamie & Tajiana.

Ready to break free from entrepreneurial chaos? This candid conversation between Jenny Melrose and Jackie Klein (former teacher turned HoneyBook educator and CRM consultant) reveals exactly why your endless to-do list might be the very thing preventing business growth.Jackie breaks down the three essential systems every entrepreneur needs: a robust CRM that serves as your client journey GPS, strategic automations that eliminate repetitive tasks, and streamlined payment processes that prevent awkward money conversations. With practical advice on which system to implement first (spoiler: start with a CRM), you'll discover how to transition from scattered entrepreneur to organized CEO.The discussion goes beyond basic systems to explore the nuances of content creation batching, strategic workweek planning, and knowing when it's time to outsource. Jackie's refreshingly honest approach acknowledges the overwhelm many entrepreneurs feel when implementing systems—sharing her own journey from Google Docs chaos to streamlined workflows.Perhaps most valuable is Jackie's framework for deciding what to automate versus what requires your personal touch. Her insights on maintaining system flexibility as your business evolves will ensure you're never locked into processes that no longer serve your growing brand.Whether you're a "scrambling entrepreneur" tracking leads in spreadsheets or "almost automated" but missing key connections between your tools, this episode delivers actionable strategies to transform your business operations. As Jackie wisely notes, "Chaos cannot scale, but systems can."Take the first step toward reclaiming your time and building a business that runs efficiently even when you're not working 24/7. Visit kleincrm.co/quiz to take Jackie's free two-minute system audit and discover personalized recommendations for your business needs.Read more HERESupport the show

Bill Berger, Executive Director of Fairbanks Morse Defense, joins us to reveal the transformation of his historic company into a powerhouse supplier for the Navy and Coast Guard. With a foundation laid during his time as a Marine Corps officer, Bill shares his mission-driven approach and the pivotal role adaptability has played in his journey. His story is a testament to the power of people skills in both sales and leadership, emphasizing the need to genuinely understand the needs of your team and customers. Bill's transition from the Marine Corps to sales was sparked by personal circumstances, and he details how an early passion for technology, inspired by his father, has shaped his career in meaningful ways. For those aiming to build a successful sales team, Bill's experiences are an invaluable resource. He recounts lessons learned from the telecom industry's boom and stresses the long-term strategies that are crucial for sustained growth. The conversation navigates the complexities of selling to the Department of Defense, underscoring the importance of patience and a long-term vision. Bill shares insights into effective hiring practices, highlighting how qualities like patience and a methodical approach can sometimes outweigh direct experience, demonstrated by a recent successful hire from a shipyard. Listeners looking to enhance their leadership capabilities will find Bill's insights particularly beneficial. He delves into the importance of empathy, resilience, and the ability to learn from setbacks, using his own experiences as a guide. Bill's transition back to a frontline sales role showcases the power of openness and honest communication with leadership. Additionally, he provides practical advice on optimizing CRM systems, ensuring they become powerful tools for integration and efficiency. This episode is packed with wisdom for aspiring sales leaders eager to refine their skills and drive their teams toward success. Bill serves as the Executive Director, Strategic Accounts for Fairbanks Morse Defense (FMD).  In this role, Bill acts as the enterprise primary contact for the Huntington Industries Inc companies. Bill is responsible for all opportunities and activity within Newport News Shipbuilding (NNS), Ingalls Shipbuilding and Mission Technologies for all ten business units of FMD and is the FMD executive team's representative to senior management team at these customers. Bill also manages FMD's Data Analytics/Programs team.  Prior to this position, Bill has been a Vice President of Sales & Marketing at Ward Leonard CT LLC   and Ultra Electronics' TCS and DNE business units.  He has over 29 years of experience in selling technology solutions to the Department of Defense, Telcos and commercial businesses. Bill is a past president of the Marine Machinery Association, as well as being active in the Aircraft Carrier Industrial Base Coalition and Submarine Industrial Base Council. Bill has a MS in Organizational Leadership from Quinnipiac University and a BA in Mathematics from the College of the Holy Cross. Bill is a veteran of the US Marine Corps and served in Operations Desert Shield and Desert Storm as a Communications Officer with 1st BN, 3rd Marines.  Bill and his wife Meredith reside in Newport News, VA and have two adult children, Gabrielle and Cameron.    Quotes: "In sales and leadership, it's not just about closing deals—it's about understanding and meeting the needs of both your team and your customers." "The transition from the Marine Corps to sales was driven by personal circumstances, but it taught me the power of adaptability and resilience." "When selling to the Department of Defense, patience and a long-term vision are not just virtues; they are necessities." "Effective leadership is rooted in empathy, resilience, and the ability to learn from setbacks."   Links: Bill's LinkedIn - https://www.linkedin.com/in/bill-berger-5458826/ Fairbanks Morse Defense - https://www.fairbanksmorsedefense.com/home   Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ Tired of your CRM sucking the life out of your team? Visit https://crmshouldntsuck.com to get the book, get your CRM Impact Score, and discover how to rescue your system—and your sanity.

Guest: Matthew Freed   Guest Bio: ​I've spent the last 20 years in sales and sales leadership, and I still find it incredibly rewarding. Most of that time has been in manufacturing and distribution, where I've had the opportunity to lead high-performing teams and work closely with customers. I currently lead a team across the Midwest and am passionate about building lasting culture, driving results, and simplifying the complicated. A big part of my leadership style is helping sellers achieve their goals while supporting them in becoming the best versions of themselves. I believe consistent habits lead to consistent outcomes, and I aim to lead with energy, clarity, and accountability. I enjoy helping people grow in their careers while building meaningful, long-term relationships with customers and colleagues. Outside of work, I still love to compete—whether it's on the basketball court or just a backyard game with friends. Most importantly, I enjoy time with my wife and our two daughters.   Key Points: Career Journey & Sales Background His dad was in sales and eventually owned a business, which influenced him early. Matthew started with cold calling and door-to-door efforts, learning what real sales was versus the perception. Naturally gravitated toward leadership roles on teams; wanted to shift from individual sales to team success. Moved cities and took a risk to lead a sales team at a manufacturing company, eventually growing in responsibility and geography. He was introduced to Millcraft by a supplier contact and joined over 8 years ago; currently leads sales efforts after transitioning from operational responsibilities.   Sales Philosophy & Simplifying Complexity Believes the sales team is his "customers" and supports them by removing obstacles and improving processes. Matthew uses what he calls a "Simplify the Complicated" Approach: · Sales fundamentals (know, like, trust) are still the core, despite evolving technology. · Use data and analytics to validate feelings and drive decisions. · Focus on what matters: simplify systems/processes to let sellers focus on selling.   Challenges in Sales Leadership Reps often react emotionally, inventing stories about prospects. Ask clarifying questions, do a fact-finding mission, and use both data and instinct (e.g., the "sleep on it" approach). Helps reps stay grounded by focusing on facts and controllables rather than assumptions.   CRM/ERP Adoption Success Successfully implemented a new ERP system that includes a CRM. Tailored the system to serve salespeople and their customers. Positioned CRM is used as a way to better serve customers and make smarter decisions. Gained buy-in by connecting usage to outcomes (e.g., customer satisfaction). Has most of his team (12 people) consistently using the CRM.   Team Composition & Hiring A mix of new and long-tenured reps (some with 30–40+ years of experience). Has a team size of 12 sellers. What He Looks for in Hires is resourcefulness, values competitiveness, entrepreneurial spirit, and inquisitiveness. Matthew's screening methods are assignments before interviews, looking for how much effort candidates put into research, a sports background is a strong signal (discipline, competition), and relying heavily on referrals.   Team Wins & New Business Growth - 150+ New Accounts Opened Focused efforts in specific industry segments (e.g., beverage, signage, apparel, nonprofits). Leverages repeatable success models: if one nonprofit buys certain items, others likely will too. Emphasizes selling similar things to similar customers vs. reinventing every sale. Segment-focused selling allows for scalable, repeatable growth strategies.   Leadership Style & Values Clearly outlines what reps should expect from him and vice versa. Believes in accountability, honesty, and mutual respect. Sees his role as equipping and clearing the path for his team's success. Encourages feedback and builds relationships rooted in trust.     Guest Links: Connect on LinkedIn       About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus, and revenue generation experts. Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. If you are a business owner or sales manager with an underperforming sales team, let's talk. Click here to schedule a time. Please subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Instagram, and check out our website at https://gosalesology.com/. 

Elvis said TCB. Jen makes it OPT.Jen Barkan and fellow DYC Online Sales Coach Melissa Fort take on the most misunderstood business relationship in new home sales: OSCs and Realtors. Packed with straight talk, roleplays, and real-life coaching moments, this episode helps online sales pros show up with clarity, confidence, and that signature lightning-bolt energy.Jen redefines the King of Rock and Roll's TCB (Taking Care of Business) as Teach, Connect, Business, offering a smarter way to serve realtors while keeping control of the conversation. From what to say, when to say it, and to how to collect buyer info without the awkward pause, this one's full of sharp lines and sharper strategies.Listen in and start treating realtors the way Elvis would: with purpose, presence, and a little swagger.TITO Shoutout [3:10]- Monica Fikany - Embracing AI in her role at New Home Inc.Key Topics- Realtors are leads too. That means CRM, follow-up, and relationship-building rules still apply- Why pushing back (nicely) earns trust, sets expectations, and protects your builder's time- How to turn incentive chasers and vague referrals into real conversations that move things forwardSkills Check [31:51]Can you answer each of these for realtors?- Why buy new vs. used- Why the appointment matters- Why OSCs need the buyer's info- Why buy my builder- Why they go in the CRM, too

Monday Sales Kickoff: Mark breaks down how focusing on the right metrics—not just outcomes—can reignite your momentum for the second half of the year. It's time to shift the mindset, reassess your activities, and set achievable goals rooted in consistency and meaningful client conversations. Mark dives into strategies for staying focused in a fast-paced world, sharing personal insights on building habits that stick, and highlighting the power of small, intentional actions. Learn how to use time blocking to prioritize what matters most, and how your CRM system can become a powerful tool for tracking performance and driving results.  

In this bonus episode recorded live from the Engage 2025 Summit, Dustin chats with Dan Roberts, Special Projects Manager at San Diego Miramar College. Dan has one job: lead the implementation of Element451 across campus. With decades of experience in marketing and student engagement, Dan breaks down what it really takes to lead a CRM transformation: cross-campus buy-in, empathy for overworked staff, and relentless communication. This episode is a masterclass in change management, culture work, and why now is the moment for higher ed to rethink how it communicates with students.Guest Name: Dan Roberts, Special Projects Manager, San Diego Miramar CollegeGuest Social: LinkedInGuest Bio: Dan Roberts boasts over two decades of experience with a remarkable skill set that includes strong relationship-building, open communication, and impeccable time management. His past work experience across multiple industries highlights his dedication to consulting and business growth. Dan excels in streamlining sales processes, aligning organizational goals with daily operations, implementing business process outsourcing, project management, and crafting effective marketing strategies, including social media and content marketing.  - - - -Connect With Our Host:Dustin Ramsdellhttps://www.linkedin.com/in/dustinramsdell/About The Enrollify Podcast Network:The Higher Ed Geek is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too!Enrollify is made possible by Element451 — the next-generation AI student engagement platform helping institutions create meaningful and personalized interactions with students. Learn more at element451.com.Attend the 2025 Engage Summit! The Engage Summit is the premier conference for forward-thinking leaders and practitioners dedicated to exploring the transformative power of AI in education. Explore the strategies and tools to step into the next generation of student engagement, supercharged by AI. You'll leave ready to deliver the most personalized digital engagement experience every step of the way.Register now to secure your spot in Charlotte, NC, on June 24-25, 2025! Early bird registration ends February 1st -- https://engage.element451.com/register

Elon Musk, Peter Thiel, Reid Hoffman, Max Levchin, David O. Sacks, Roelof Botha, Chad Hurley, Russel Simmons, and Jeremy Stoppelman are among those considered the “PayPal Mafia”. These are cofounders or early team members of PayPal who went on to found or invest in major tech companies like Yelp, Palantir, YouTube, Facebook, SpaceX, X, LinkedIn, Affirm, Airbnb, and others. In this episode, CJ is joined by Jimmy Soni, bestselling author of The Founders, which chronicles the early years of PayPal. He delves into some of the lesser-known aspects of PayPal's history. He sheds light on Peter Thiel's prediction of the dot-com collapse, why he advocated for the employment of Roelof Botha as CFO at the age of just 26, and his second-chance philosophy for hiring failures. The conversation covers PayPal's “frenemy relationship” with eBay, how they convinced their users to advocate for them, and pivotal moments that influenced their IPO and sale. Tune in for unique insights into one of the most important "seed funds" in tech history.—LINKS:Jimmy Soni on X (@jimmyasoni): https://x.com/jimmyasoniJimmy Soni on LinkedIn: https://www.linkedin.com/in/jimmysoniThe Founders: The Story of PayPal and the Entrepreneurs Who Shaped Silicon Valley: https://www.amazon.co.za/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:How Upwork CFO Erica Gessert Drove 20 Points of EBITDA Growth in Just 3 Quarters: —TIMESTAMPS:(00:00) Preview and Intro(02:12) Sponsor – Pulley | Brex | Aleph(07:40) Jimmy's Approach to Writing the Book(08:56) An Intro to the “PayPal Mafia”(10:57) The 1998 to 2002 Time Period(12:36) Present-Day Successes of “PayPal Mafia” Members(14:06) Challenges of Interviewing High-Profile Figures(16:06) Sponsor – RightRev | Navan | NetSuite(19:46) Comparisons to Other Influential Tech Groups(21:05) PayPal, YouTube, and the Embed Strategy(23:21) The Company's $20 Referral Program(27:10) Peter Thiel's Prediction of the Dot-Com Collapse(30:48) The Fallout From the Merger That Resulted in PayPal(33:00) The Evolution of PayPal's Business Model(36:58) The Unique Skillset That Roelof Botha Brought to the CFO Role(41:04)) Fraud-Fighting Techniques(43:26) PayPal's “Frenemy Relationship” With eBay(47:10) Challenges Faced by PayPal That Modern Fintechs Still Grapple With(49:13) How PayPal Made Its Users Advocates for the Business(53:44) PayPal's Talent Acquisition and “Misfits” Culture(56:54) Peter Thiel's Talent-Spotting Abilities and Second-Chance Philosophy(1:00:12) The Outcome of the eBay Sale(1:05:03) One of the Most Important “Seed Funds” in Tech History(1:08:07) Advice for Moving From Fast Work To Slow Work(1:11:18) Favorite Behind-the-Scenes Anecdote(1:13:04) The Most Underrated Member of the “Mafia”(1:14:04) One of the Most Pivotal Decisions Made(1:15:03) Wrap—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.#PayPalMafia #JimmySoni #CAPTCHA #PayPal #fintech Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Episode 158. I've got some good and bad news to share for my business this week. But that gave me an idea of tips for me to share with all of you on how to run a successful notary business.The following link will take you to our Podcast links, YouTube, social media, and email:https://linktr.ee/peaksigningSupporting our sponsors supports the podcast:CRM: https://learn.loansigningsystem.com/masterclass-5998?am_id=derek68631-on-1 Notary Coaching: https://notarysuccesspath.com/coaching-program448866?am_id=derek820Loan Signing System http://loansigningsystem.com/?afmc=3ewComplete Notary Mentorship https://www.loansigningsystem.com/notary-signing-agent-mentorship.html/?afmc=3ewNotaryAct Ejournal https://register.notaryact.com/peaksignings/

Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street retrocede tras amenaza arancelaria: Futuros en rojo: $SPX −0.5 %, $US100 −0.6 %, $INDU −0.3 %. Trump propuso un nuevo arancel del 10 % desde el 1 de agosto a países que respalden a BRICS y pidió al Congreso prorrogar tarifas. También rechazó el plan de Elon Musk de fundar un nuevo partido. El mercado espera avances comerciales esta semana. • Tesla se desploma tras movimiento político de Musk: $TSLA −7 % en premarket. Musk anunció el “America Party”, generando presión política y comercial para Tesla, que acumula una caída del 22 % en 2025. Wedbush advierte que este giro desvía el foco en un momento clave para la compañía. • Amazon desata batalla de descuentos minoristas: $AMZN lanza Prime Day (8–11 julio), estimado en $21B en ventas (+60 % YoY). Walmart responde con “Walmart Deals” (8–13 julio), Target con Circle Week (6–12), Best Buy con “Black Friday in July” y Kohl's con Summer Cyber Deals. La competencia por el consumo se intensifica. • Oracle recorta precios para conquistar el sector federal: $ORCL ofrecerá hasta −75 % en software con licencia y descuentos en cloud para agencias federales. El acuerdo con la GSA busca modernizar TI gubernamental y sigue iniciativas similares de $CRM, $GOOGL, $ADBE y $MSFT. Oracle apunta a +40 % en crecimiento cloud este año fiscal. Una jornada cargada de anuncios políticos, guerra de precios en retail y apuestas por modernizar la nube federal. ¡No te lo pierdas!

Welcome to Executive Conversations, where we dig into the gritty realities of leading modern marketing teams. In this episode, Maeva Cifuentes sits down with Janet Jaiswal, chief marketing officer at Blueshift and long-time marketing advisor. Janet unpacks why her team now owns 90 percent of pipeline, how she killed the vanity of MQLs in favour of BANT-qualified “stage 1” leads, and what it really takes to align marketing, sales and CS around the same revenue target. She explains the hidden CRM and training work that comes with that shift, the dangers of chasing efficiency before effectiveness, and why AI-powered search is rewriting the SEO rulebook. Janet also shares practical steps for surfacing in LLM results—from tweaking robots.txt to publishing Q&A-style content—and reveals how Blueshift is already closing deals that start with ChatGPT queries.

Crashing prices, rising inventory, and Bitcoin-backed mortgages—what could possibly go wrong? The Texas housing market shift is in full swing, and it's turning traditional real estate wisdom on its head. If you're a Realtor trying to stay profitable in this madness, this episode is your new playbook.Episode OverviewIn this fast-paced breakdown of the Texas housing market shift happening in Summer 2025, host and mortgage pro Mike Mills guides Realtors and lenders through the economic turbulence hitting Texas real estate.Here's what's inside:Why Austin's inventory surge and falling home prices signal a new buyer's marketHow the latest jobs report and Fed delays are impacting mortgage rate trendsWhat the newly passed “Big Beautiful Bill” means for affordability, taxes, and the future of housing financeAn AI tool that might outsmart your entire CRM system (Fello, we're looking at you)And yes... there's even talk of aliens, ancient tech, and Klarna credit scoresIf you've got listings that won't move or buyers still waiting for rates to drop, this episode delivers the insight, humor, and tools you need to survive—and maybe even thrive—this summer.Key TakeawaysMortgage Rates Are Flip-Flopping AgainRates dipped, then bounced back slightly—but the Fed's indecision means volatility is here to stay. Understanding what's driving rate behavior is critical for advising buyers and timing your locks.Austin's Buyer Market Is HereInventory in Austin is up 43%, and over half of sellers are slashing prices. This means Realtors must pivot fast—buyers have power, and overpriced listings will stall out quickly.The Fed, the Bill & the BacklashMassive federal policy changes are adding fuel to the debt fire. Elon Musk's dramatic political pivot and warnings from the CBO reveal how high the stakes are for housing affordability and investor confidence.Fello: Your CRM's AI-Powered SidekickFello integrates with your CRM to score, segment, and nurture leads based on real equity and ownership data. If you're sitting on a database of “maybe someday” leads, Fello helps you turn them into real conversations.When the Market's Weird, Stay InformedBetween tech layoffs, public-sector hiring, and an interest cost crisis, staying updated is your competitive edge. This episode keeps it real—because Realtors don't need fluff, they need facts (and maybe a little sarcasm).Resources Mentioned in This Episode

Key Topics Covered:-How to score and segment your clients using real engagement metrics.-The difference between gut instinct and data-driven decisions.-CRM limitations and how to work around them.-Ways to use data to both increase and protect your revenue.-Why private equity firms and bankers are demanding better firm data.Whether you're looking to serve your clients better, optimize your workflows, or prepare your practice for growth or sale, this episode is packed with insight and actionable ideas. Tune in to learn how tracking the right data today can shape the future success of your business.

In this powerful and no-fluff conversation, George welcomes data-driven entrepreneur and Air Force veteran Collin Graves to unpack the truth about why “Data Over Drama” is the lifeblood of any successful business. With nearly two decades of experience and a portfolio of companies under his belt, Collin breaks down what data really is, why it matters, and how entrepreneurs can (and must) build a relationship with it—before they're forced to.This episode is a masterclass in how to think like a visionary while operating with intention, precision, and sustainability. If you're serious about scaling without losing your sanity (or shirt), this is your blueprint. What You'll Learn In This EpisodeWhy drama-based decisions kill businesses—and how data can be your safety net.The real reason most entrepreneurs fail (and how to avoid it).How to start building a healthy, actionable relationship with your business data—even if you hate spreadsheets.How AI tools can be leveraged to delegate smarter, not harder.The difference between busy work and deliberate work (and why one builds empires).How understanding your numbers can unlock true creative and operational freedom. Key Takeaways✔️Every business problem is a data problem. You already have the answers—you just need to uncover them.✔️The grind is not about busy work—it's about deliberate work. Knowing your data allows you to make smarter, faster, more sustainable decisions.✔️Entrepreneurship is about capital allocation. Time, money, energy—it's your job to invest these wisely.✔️You can love the grind AND be smart about it. Use tools like AI and outsourcing to stay in your zone of genius.✔️Track the flow of your dollars. From sales to customer service to fulfillment—data tells the full story.✔️Don't build a business blind. Start looking at your numbers weekly or daily, even for just a few minutes. Timestamps[00:00] – Meet Collin Graves—data expert, Air Force vet, entrepreneur since 2007[04:00] – Why data is the new oil (or gold) in the age of AI[07:00] – Every business problem is a data problem[11:00] – The cruise ship analogy: small inputs > big overcorrections[15:00] – Knowing your numbers: what matters and why[19:00] – Learning data the hard way vs. by choice[24:00] – Building a relationship with data—what that looks like[30:00] – Two types of entrepreneurs—and who survives[35:00] – What the military teaches you about business (and life)[41:00] – Delegate or die: capital allocation and burnout[46:00] – Micro-decisions and unexpected breakthroughs[52:00] – Why now is the best time to start a business[58:00] – Final words of wisdom and how to connect with Collin Your Challenge This WeekLook at your data.Spend 5 minutes every day this week reviewing one dashboard: your bank account, email open rates, social media insights, or CRM. Start building a relationship with your data—so you're not making decisions in the dark.Connect with CollinOn LinkedIn: linkedin.com/in/collingravesCheck out North Labs: northlabs.io Join The Alliance – Surround yourself with data-driven, heart-centered entrepreneurs who scale with clarity and intention inside the Relationship Beats Algorithms™ community.Apply for 1:1 Coaching – Ready to stop guessing and start growing? Get personalized support to build a business powered by real metrics and sustainable strategies.Live Events – Learn how to lead with both your heart and your numbers. Get in the room where lasting impact (and powerful decisions) are built: mindofgeorge.com/event

If you're struggling to make it as a seller, you may be unknowingly doing things that a top performer would never do. To help you figure out what you may be doing wrong, I'm going back to episode 1831 with my chat with Andrew Barbuto, a seasoned sales professional and author. He shares five things that top-performing sellers always do to help them succeed in finding clients and closing deals. Andrew Barbuto's BackgroundAndrew Barbuto is an accomplished sales professional and author with a deep understanding of the intricacies of top-performing sales strategies. He shares his sales methodologies in his insightful book, “Top Sales Producer: How To Crush Your Sales Quota.” Andrew's commitment to excellence in sales makes him a valuable resource for anyone aspiring to elevate their sales performance and effectively manage their client interactions.Key Practices of Top PerformersAndrew shares the five things that top performers do differently than average performers. 1. Time Management: Top performers allocate their time to maximize revenue-generating activities. Start early on your work tasks and focus only on the ones that bring in money. Also, don't forget to put the phone down to help avoid distractions.2. Research: You may find researching on a specific client to be long and boring, but it's one of the most important tasks top performers do. Andrew explains that rather than adopting a broad approach, successful sellers conduct targeted research to identify and connect with the right prospects. 3. Meeting Preparation: You can avoid generic questions and tailor conversations to address specific needs by coming to a meeting prepared. This is why it's important to research a prospect before contacting them. 4. Prospecting Activities: Andrew recommends employing a multi-channel approach with at least seven touch points, including phone calls, emails, and LinkedIn messages. This persistence helps in turning cold prospects into warm leads.5. Leveraging CRM: Creating detailed notes will allow you to maintain contact with prospects and provide personalized value to each one of them. You can do this by using a CRM system to help strengthen your client relationships. “Top producers typically will try to allocate as much time as they possibly can to revenue-generating activities.” – Andrew Barbuto.Resources Learn more sales tips from Andrew from his book,“Top Sales Producer: How To Crush Your Sales Quota.”Follow Andrew on LinkedIn and YouTube. Download Andrew's cold outreach strategy to book more clients. If you like more guidance with improving your sales skills, join my Sales Mastermind Class.Thinking about starting a podcast yourself? Learn more about Blue Mango Studios. Sponsorship OffersThis episode is brought to you in part by Hubspot.With HubSpot sales hubs, your data tools and teams join a single platform to close deals and turn prospects into pipelines. Try it for yourself at

In this episode, Mitch and David look back at the 1st Core Episode from 3 years ago. They re-evaluate why it is so important to have a clear vision for your company, for your future. Without a vision for what your business is, there is no pathway to follow, there are no goals to strive to. It is the most underrated aspect of starting your own business. Come to Vegas and learn the ins and outs of marketing, not to mention, it's a great freaking time. Get you tickets for the 2025 Vegas Event here: https://tradewinsconsulting.com/events Not ready for a full blown CRM, this is a great option. Build jobs, bids, and invoice straight from the app. TW Job Calculator APPS https://play.google.com/store/apps/details?id=com.tradewinsconsulting.jobcalculator https://apps.apple.com/us/app/trade-wins-job-calculator/id6744992264?platform=iphone Trade Wins by Trading Content https://www.facebook.com/groups/1309829410166761 If you have questions you'd like us to answer, please feel free to email them to AskMitch@MitchSmedley.com Thanks for listening and thanks for sharing! Enjoy the show! If you'd like more insight from Mitch and David, you need to check out Trade Wins. Trade Wins can help you start your business or take your newer business and get it to a very healthy level. For more information about Trade Wins, check out https://www.tradewinsconsulting.com/ FieldPulse is the Official Field Service Management Software of The Void Podcast. Their software is ideal for you and your business. For more information about how FieldPulse can benefit you, check them out here: https://www.fieldpulse.com/book-demo?utm_source=referral&utm_medium=partner&utm_campaign=TheVoid/TradeWins http://empowerpayments.com/TheVoid Contact us: askmitch@mitchsmedley.com mitch@tradewinsconsulting.com

Scott Hansen joins Dustin Burleson on The Burleson Box to share his journey from growing a family orthodontic practice to building LeadSigma, a CRM and AI platform transforming how dental and orthodontic practices manage new patient leads. Together, they explore what most practices miss when it comes to follow-up, why “boring” tasks like answering the phone matter more than ever, and how smart automation is unlocking a new era of growth and efficiency.What You'll Learn in This Episode:How Scott tripled his mom's orthodontic practice and sold to Smile DoctorsThe origin story of OrthoChats and how it became Professional Chats Why most CRMs don't work for dental and ortho teams—and how LeadSigma is differentThe key metrics that indicate your practice is leaking new patient leadsHow AI voice agents can answer phones, schedule appointments, and never miss a leadWhy fast follow-up (within seconds, not minutes) boosts conversion rates by over 30%What the best practices are doing to build a Per Se-level patient experienceWhy focusing on “boring but essential” systems is the path to real, scalable growthResources & Mentions:LeadSigma.comUnreasonable Hospitality by Will GuidaraLevel the Curve by Oliver Gelles and Dr. Jamie ReynoldsRuby ReceptionistPer SeShoutouts to Jay Geier, Dan Kennedy, John Carlton, and OrthoFiConnect with Scott Hansen:LeadSigma.com — Learn more and schedule a demoLinkedIn: Scott HansenConnect with Dustin Burleson:BurlesonSeminars.comInstagram: @dustinburlesonseminars Subscribe & Review:If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership. ***The Burleson Box is brought to you by Stax Payments:Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance.
Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.Click Below to Lear More Today:StaxPayments.com/burleson-seminars*** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com

Dans cet épisode, Laurent Kretz reçoit Peggy Sadier, Directrice e-commerce et digitale de Duralex, marque verrerie emblématique qui vient de fêter ses 80 ans. Avec une expertise en transformation digitale et croissance rapide dans des entreprises patrimoniales. Peggy souligne l'importance d'embarquer les équipes, d'arbitrer entre retail, food service et D2C, et d'innover pour toucher de nouveaux clients.Les temps forts :00:00:00 – Introduction et présentation de Peggy Sadier00:03:00 – Son parcours et ses expériences 00:16:00 – Duralex : histoire, actualité et stratégie e-commerce00:23:00 – Retail, food service, D2C : arbitrages et complémentarités00:30:00 – CRM, acquisition et fidélisation00:37:00 – International, nouveaux marchés et adaptation00:44:00 – Management et conseils pour transformer00:56:00 – Transmission, résilience et conseils clés01:03:00 – Perspectives d'avenir pour DuralexEt quelques dernières infos à vous partager : Suivez Le Panier sur Instagram lepanier.podcast !Inscrivez- vous à la newsletter sur lepanier.io pour cartonner en e-comm !Écoutez les épisodes sur Apple Podcasts, Spotify ou encore Podcast AddictLe Panier est un podcast produit par Cosa, du label Orso Media.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

In this episode of TECHtonic, TSIA's Executive Director and EVP Thomas Lah is joined by Chris Albro and Chad O'Connor, co-CROs at People.ai, for a frank and forward-looking conversation about how artificial intelligence is transforming modern sales organizations. With decades of sales leadership experience at companies such as Oracle, Siebel, and Outreach, Chris and Chad bring grounded, practical insight into what they call the "Four Sales Rituals": coaching, account planning, opportunity management, and forecasting. These essential processes are often still run on outdated, manual routines, leaving revenue teams inefficient and reactive. But AI is upending that status quo. From automating CRM data capture to uncovering hidden deal risks and enhancing forecast accuracy, this episode examines how forward-thinking sales teams are leveraging AI to work smarter—and win more.But this isn't just an efficiency story. It's about reimagining the role of the sales professional in a world where data and AI augment every decision. The guests explain how AI enables more meaningful customer interactions by freeing reps to focus on strategic, human-driven work, and why clinging to “gut instinct” is becoming a liability. Thomas, Chris, and Chad explore the cultural resistance to AI adoption, the leadership mindsets required to overcome it, and the career-defining opportunities salespeople have if they choose to embrace AI now. Whether you're a CRO, RevOps leader, or quota-carrying AE, this episode is a must-listen wake-up call for anyone in tech sales today.

Price objections, flaky subs, and clients asking for discounts?We've all been there

Key Topics Covered:-What buyers can do to become “preferred” with intermediaries and sellers.-Timeline expectations from LOI to purchase agreement.-How financing, compliance, and legal factors can stall (or kill) deals.-Why CRM/data integration is often overlooked - but critical.-The power of clear workflows, automated systems, and back-end earnout strategies.-When and why it's smart to “overpay” for the right practice.Tune in to learn how to protect your transaction, accelerate integration, and ensure long-term success.Whether you're a financial advisor considering a future exit or a buyer looking to scale smart, this episode will give you practical insights into how to successfully close - and integrate - a wealth management practice.

Curso GRATIS: "Ventas & CRM" https://aff.trypipedrive.com/CURSOGRATISActiva tus 7 Días de Prueba en "Club Cállate y Vende"https://www.detonadoresdevalor.com/clubcyvAccede a mi Curso Online "Cállate y Vende" con toda mi metodologíahttps://www.detonadoresdevalor.com/callateyvendeCurso GRATIS: "Gerente-Líder de Ventas"https://aff.trypipedrive.com/9k9mdm¿No tienes un CRM? Comienza tu prueba de 30 días GRATIS en pipedrive CRMhttps://aff.trypipedrive.com/adcampaignEn este episodio te voy a hablar de la motivación de una forma práctica, objetiva y sin necesidad de mensajes baratos y cursis. Hosted on Acast. See acast.com/privacy for more information.

Sami talks with Henrique Cardoso about his unified commerce platform BSPK (https://www.bspk.com) and the challenges of organising a large scale developer conference. Henrique talks in depth about the bespoke nature of BSPK and how it differs from other CRM tools, how they went about unifying all the major commerce platforms to fit under one platform, as well as the hurdles he faced when tasked with re-engaging a community of developers with his upcoming conference Euroko 2025. — Check out BSPK (https://www.bspk.com) to find how it can enhance and personalise your business to deliver the best possible experience for you and your customers. If you're a developer based in Europe consider checking out Euruko 2025 (2025.euruko.org/) to connect and meet with other Ruby devs this September! You can connect with Henrique Cardoso through his socials on X or LinkedIn, or get in touch with him directly via email - organisers@euruko.org Your host for this episode has been Sami Birnbaum. Sami can be found through his website (https://samibirnbaum.com) or via LinkedIn (https://www.linkedin.com/in/samibirnbaum/). If you would like to support the show, head over to our GitHub page (https://github.com/sponsors/thoughtbot), or check out our website (https://podcast.thoughtbot.com). Got a question or comment about the show? Why not write to our hosts: hosts@giantrobots.fm This has been a thoughtbot (https://thoughtbot.com/) podcast. Stay up to date by following us on social media - LinkedIn (https://www.linkedin.com/company/150727/) - Mastodon (https://thoughtbot.social/@thoughtbot) - YouTube (https://www.youtube.com/thoughtbotvideo) - Bluesky (https://bsky.app/profile/thoughtbot.com) © 2025 thoughtbot, inc.

Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM tools, and explain the rollout timeline from July through September 2025. The episode aims to reduce anxiety about the upcoming changes by showing exactly what users can expect when the new platform becomes their default experience.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:22) - Initial Impressions and User Reactions (05:59) - Exploring the Dashboard Features (15:01) - Understanding the Business Feed (23:09) - Reports and Financial Planning (26:27) - Integrations and My Apps Section (27:48) - Introduction to My Accountant Tool (28:28) - Navigating the Accounting Section (28:50) - Exploring the Expenses Section (29:23) - Sales and Payment Methods (33:18) - Customer Hub and CRM Tools (34:05) - Payroll and HR Features (35:41) - Time Tracking and Projects (36:41) - Inventory and Sales Tax (37:19) - Business Tax and Lending (42:03) - Interface Updates and Bookmarks Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comRightTool: righttool.app, use coupon code ROYALWISE for 20% off the paid version.Alicia's QBOA for ProAdvisors class: http://royl.ws/QBOA?affiliate=5393907Alicia's QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907Dan's “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPHDesktop Conversion Spreadsheet Differences - https://snip.ly/DTMXLSheet Converting Payroll Blog: https://www.schoolofbookkeeping.com/blog/PayrollPaymentsMigrations QB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 

This week on The Data Minute, Peter sits down with David Zhou, Head of Investor Relations at Alchemist Accelerator and the host of Superclusters, for a deep dive into how LPs choose, and say no to, emerging managers.David shares what hundreds of GP conversations have taught him about building trust and avoiding the "sea of sameness.” They talk about why charisma can be learned, how LPs think about relationship-building versus returns, and why fund managers should spend less time pitching and more time listening. Plus: the strange origin of venture capital as we know it, the story behind a viral LP blog post, and how tracking birthdays, gifts, and “fun facts” can help you raise your next fund.It's fast, it's tactical, and it's exactly the kind of honest LP feedback GPs rarely get to hear.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/Chapters:01:35 – LinkedIn bios, authenticity, and under-optimizing for SEO02:43 – Why David might remove “angel investor” from his profile04:50 – Saying “LP” out loud: the weirdness of deal flow labeling06:10 – Sourcing, picking, and winning: how LPs assess fund managers08:50 – What makes an “emerging” manager, really?10:13 – Should LPs invest in a firm—or just fund one?11:55 – The myth of quick markups, and why LPs think long13:23 – Pattern-matching vs. patience: how LPs develop taste14:55 – The Odysseus strategy: when to say no (even to great funds)17:47 – Why humility and honesty work better than fake urgency19:20 – Do some LPs still think venture capital is “art collecting”?21:10 – Helping LPs understand: is it worth being the educator?23:00 – First-time managers, first-time investors, and the long runway25:38 – Breaking into Middle Eastern LPs: no first meeting should be transactional27:45 – What hospitality looks like in cross-border fundraising29:20 – The power of thoughtful gifts—and CRM columns that matter31:14 – Should emerging managers stand out… or just be deeply human?32:32 – Whelming vs overwhelming: what LPs remember33:33 – Developing taste: why it matters for GPs too34:50 – The Dream High framework: who commands attention in a room?36:40 – Is charisma innate—or can it be learned?38:23 – Measuring growth in 15-year cycles40:00 – Common advice David gives insiders vs outsiders41:55 – Advice for “logo shoppers” and the risk of performative decks44:08 – Reality distortion fields and the allure of being “the only one”46:00 – Confidence vs clarity: do LPs actually buy better?48:18 – How many GPs does David see per year? (Spoiler: it's hundreds)50:50 – The blog post that went viral: Non-Obvious Emerging LP Playbook53:40 – Do we need more VC funds? Just one kind.54:36 – Pre-seed is the new Series A—but we still need first-check investors56:50 – Off-thesis bets: what LPs actually tolerate58:04 – A 70-20-10 approach to fund strategy01:00:14 – The one pitch meeting structure David swears by01:02:15 – How GPs should actually ask for feedback01:03:25 – Tailoring follow-ups and ending meetings earlyThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2025 eShares, Inc., dba Carta, Inc. All rights res

Schedule Your Free Real Estate Business Strategy Session NOW: http://bit.ly/4g7kvWiLet's take a deep dive into your real estate business and create a clear, actionable plan to help you:→ Build simple, effective lead generation strategies that work for YOU→ Deliver a client experience that gets you referrals and repeat business→ Master time management to create more balance in your lifeGet my Free CRM Guide here: https://stefanielugo.com/crm-freebieStruggling to onboard new clients without dropping the ball? In this video, I'm sharing the exact 5-step onboarding system I use in my real estate business to go from scattered sticky notes to smooth, repeatable processes. Whether you're just starting out or looking to tighten up your systems, these steps will help you wow your clients, stay organized, and build a referral-driven business with confidence. Let's stop scrambling and start scaling—together.

In many companies, the CFO is more important than the CEO. And the majority of private equity-backed CFOs are actually not up to par. In this episode, CJ is joined by Scott Engler, of LinkedIn fame, to explain why he believes these bold statements to be true. Scott is the CEO and co-founder of Sync Executive Partners and the co-founder of PE-Xcelerate. He has decades of experience studying, recruiting, and coaching CFOs. He shares insights on the evolving role of the CFO, the many hats they wear, and which they should prioritise. He gives advice on how to navigate your relationship with your CEO, your PE sponsor, and other stakeholders, and provides some social profiling hacks that can help. The conversation covers the benefits of upside-down reviews and why not having a recommendation can be the smartest move, before examining the best way to get a CFO job at a PE-backed company, and how to negotiate equity packages.—LINKS:Scott Engler on LinkedIn: https://www.linkedin.com/in/scottengler/Sync Executive Partners: https://www.syncexecutivepartners.com/PE-Xcelerate: https://www.pexcelerate.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comLooking for Leverage: RELATED EPISODES:So You're Looking for a “Strategic” CFO? Bloomerang's Steve Isom on What That Really Means - CFO of FloQast on Why Finance Teams are Data Curators: “What's in It for Me?” The Art of Storytelling in an IPO - with Monday.com CFO Eliran Glazer: Inside the "Triangle of Doom”: How Great CFOs Navigate CEO and Board Dynamics: —TIMESTAMPS:(00:00) Preview and Intro(02:20 ) Sponsor – Brex | Aleph | RightRev(07:12) How the CFO Role Has Changed Over the Last Decade(12:08) Why the CFO Needs To Drive the Pace(14:49) Why Most Private Equity-Backed CFOs Aren't up to Par(16:36) Sponsor – Navan | NetSuite | Pulley(20:07) The PE-Backed CFO Versus Hypergrowth VC CFO(21:54) How Senior Leaders Are Incented To Play It Safe(26:04) The Operational CFO: The CFO Becoming More of a COO(28:41) Why the CFO Is More Important Than the CEO(32:16) How a CFO Should Prioritize Their Many Roles(34:46) The Importance of Being a Good Storyteller(38:49) What an Upside-Down Review Is(43:46) Why Not Having a Recommendation Can Be the Smartest Move(49:50) The Hardest CFOs Are the Easiest To Influence(55:37) The Art and Science of Managing Your CEO(57:48) Social Styles Hack(1:00:47) Working With Your CEO and PE Sponsor(1:04:08) The Best Way To Get a CFO Job at a PE-Backed Company(1:11:54) The State of Comp for PE-Backed CFOs in This Market(1:13:16) Negotiating Equity Packages(1:15:39) The Biggest Challenge for PE-Backed CFOs Today—SPONSORS:Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.#CFO #CEOversusCFO #ChiefFinancialOfficer #PrivateEquity #ScottEngler Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

SaaStr 809: Why Enterprise AI Adoption Is Moving 5-10X Faster Than Cloud with Box's CEO and Co-Founder, IBM's VP for AI and SaaStr's CEO and Founder This conversation between Aaron Levie, CEO & Co-Founder of Box, Raj Datta, Global Vice President for Software and A.I. Partnerships at IBM and Jason Lemkin, CEO and Founder of SaaStr, covers the evolution from chat interfaces to digital labor models, the integration of AI to automate complex tasks, and the emergence of new paradigms for businesses deploying AI agents. Key topics include the distinction between AI agents and assistants, the development of proprietary data models, and the rapid pace of AI adoption. With real-world examples from companies like IBM and Box, this session offers insights into how AI is reshaping software ecosystems, enhancing enterprise capabilities, and potentially redefining market moats. ------------------ This episode of the SaaStr podcast is sponsored by: Attention.com   Tired of listening to hours of sales calls? Recording is yesterday's game. Attention.com unleashes an army of AI sales agents that auto-update your CRM, build custom sales decks, spot cross-sell signals, and score calls before your coffee's cold. Teams like BambooHR and Scale AI already automate their Sales and RevOps using customer conversations. Step into the future at attention.com/saastr   ------------------   Hey everyone, we just hosted 10,000 of you at the SaaStr Annual in the SF Bay Area, and now get ready, because SaaStr AI is heading to London! On December 2nd and 3rd, we're bringing SaaStr AI to the heart of Europe. This is your chance to connect with 2,500+ SaaS and AI executives, founders, and investors, all sharing the secrets to scaling in the age of AI.   Whether you're a founder, a revenue leader, or an investor, SaaStr AI in London is where the future of SaaS meets the power of AI. And we just announced tickets and sponsorships, so don't wait! Head to SaaStrLondon.com to grab yours and join us this December in London. SaaStr AI in London —where SaaS meets AI, and the next wave of innovation begins. See you there!

During this episode, Santosh is joined by Adam Honig, CEO of Spiro.ai. During the conversation, Adam and Santosh discuss the limitations of traditional CRM systems and introduce an "anti-CRM" approach tailored for the industrial sector. Adam shares his experiences in sales and technology, highlighting how Spiro.ai uses AI to automatically collect and update customer data, reducing manual entry and improving sales productivity. The conversation also explores challenges in industrial sales, including generational knowledge transfer, technology adoption, and the need for practical, actionable insights. Key takeaways include the importance of proactive relationship management, the potential of AI to streamline sales processes, the need for flexible, user-friendly solutions that provide real value to sales teams, and so much more. Highlights from their conversation include:Adam's Background and CRM Experience (1:01)The Fundamental Flaws of Traditional CRMs (3:03)Proactive Relationship Management Explained (6:53)Why Focus on the Industrial Sector? (8:30)Actionable Insights and Business Impact (10:40)AI Adoption in Industrial Sales (12:53)Advice for Industrial Leaders on Digital Transformation (14:51)Common Sales Mistakes in Manufacturing (17:00)CRM 1.0 vs. CRM 2.0: What's Changed? (19:10)The Future of CRM and Systems of Record (23:22)Final Thoughts and Takeaways (24:33)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/

Today, we're diving into a topic that I think so many of us struggle with: how do we find joy and energy in our work, especially when burnout feels all too real? My guest today has spent his career helping people unlock the key to loving what they do, and he's created a simple, yet powerful framework to make that possible. Learn more about it at https://www.workinggenius.com with code GOALDIGGER! Pat Lencioni is a best-selling author and renowned speaker, and his work has helped businesses of all sizes transform the way they think about productivity, teamwork, and leadership. His latest book introduces a model that's designed to help individuals and teams tap into their natural talents and create more fulfilling, effective work environments. But this conversation is about so much more than productivity. It's about understanding yourself, recognizing what brings you energy, and using that knowledge to not only thrive in your career but to help others do the same. Patrick is the mastermind behind the ‘Working Genius' model, and today, we'll be pulling back the curtain on this game-changing concept. Whether you're leading a team, running your own business, or just looking to find more purpose in your day-to-day, this episode is for you. Be sure to visit https://www.workingenius.com and use code GOALDIGGER at checkout to get 20% off your $25 Working Genius assessment! Goal Digger Facebook Community: https://www.facebook.com/groups/goaldiggerpodcast/ Goal Digger Instagram: https://www.instagram.com/goaldiggerpodcast/ Goal Digger Show Notes: https://www.jennakutcherblog.com/6-types-of-working-genius-with-patrick-lencioni  Thanks to our Goal Digger Sponsors: Sign up for your $1/month Shopify trial period at http://shopify.com/goaldigger.  Find a co-host today at http://airbnb.com/host.  Transform your living space today with Cozey. Visit https://www.cozey.com: the home of possibilities, made easy. Move deals faster with an AI powered CRM your team will actually use. Visit https://monday.com/crm to learn more. Deposit or spend $5,000 in 90 days to earn up to $500 in rewards at ⁠mercury.com/goal⁠. Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard. Working capital loans provided by Mercury Lending, LLC NMLS ID: 2606284.