Podcasts about CRM

Welcome to episode 351 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken sits down with Andrew Orlander Chief Business Officer of Razor Rank. Andrew explains how law firms can use better attribution, first-party data, and case value reporting to understand which marketing channels are actually producing signed cases. The conversation focuses on why traditional attribution has become harder as clients interact with law firms across Google, TV, social media, maps, forms, calls, chats, and other channels. Andrew shares how Razor Rank's Full Circle Attribution platform connects to a firm's systems, tracks signed cases across marketing sources, assigns value to leads, and sends that information back to Google in real time so campaigns can optimize toward better cases. Ken and Andrew also discuss Meta, Google Ads, wasted ad spend, AI-driven search, and why law firms need more personalized content that explains why someone should choose their firm.   What you'll learn in this episode: 1. Why Attribution Is Harder Than Ever - Why clients often interact with multiple marketing channels before calling or filling out a form - How relying only on what clients say can create an incomplete picture of what actually worked 2. How Case Value Data Improves Google Ads - Why Google needs to know which leads became signed clients - How sending real case value data back to Google can help campaigns find better prospects 3. Why Signed Cases Matter More Than Lead Volume - Why a high number of leads does not always mean a campaign is working - How firms can identify which channels, counties, locations, and campaigns are producing real cases 4. How First-Party Data Helps Reduce Waste - Why firms need to connect call tracking, forms, chats, CRM data, and case outcomes - How better reporting helps firms shift money away from low-performing areas and into stronger opportunities 5. Why SEO and Content Are Changing - How AI-driven search is making generic website content less effective - Why law firms need customized content, case results, reviews, testimonials, awards, and clear differentiation to stay part of the conversation         Resources:  Website: razorrank.com LinkedIn: linkedin.com/in/andrew-orlander-6b66b05/ Facebook: facebook.com/razorrank         Additional Resources:  https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Painting contractors spend thousands generating leads — but how many painting leads are lost because nobody answers the phone, follows up, or properly manages the sales pipeline?In this episode of Contractor Secrets, Tanner sits down with Katie from Tech Brush Works to break down one of the most overlooked parts of growing a painting business: what happens AFTER the lead comes in.Answering the phone isn't just an administrative job.It's part of your sales process.Katie explains how her team helps painting contractors answer calls, follow up with leads, organize their CRM, revive old opportunities and create a better customer experience before the estimator ever walks through the door.We cover:→ Why answering the phone is a sales function→ The hidden cost of missed painting leads→ Why old leads aren't necessarily dead→ How to systematically follow up by phone, text and email→ Why your CRM should tell you what's happening in under a minute→ Turning cold leads back into appointments→ Why contractors shouldn't be answering every call themselves→ The difference between answering calls and creating a customer experience→ When overseas VAs make sense — and where Katie sees limitations→ Why premium painting companies need a premium customer experience→ Getting your business phone off your personal cell→ Delegating the phone without losing control→ How better follow-up gives contractors their time backCHAPTERS:00:00 Why Answering the Phone Matters01:19 Meet Katie01:58 From Corporate Customer Experience to Painting03:38 The Gap Katie Found in the Painting Industry05:02 Customer Experience as a Service06:06 Fixing the CRM & Reviving Cold Leads08:59 How Homeowners Prefer to Communicate09:39 Your Pipeline Is Gold10:33 Reviving Months-Old Leads12:44 Why Old Leads Aren't Dead15:18 Stop Letting Leads Slip Through the Cracks16:20 Who's Answering Your Phone?17:32 Overseas VAs vs. Customer Experience20:08 Why Communication Matters21:35 What Premium Brands Get Right22:53 The Experience Has to Match the Price23:39 Who Should Manage Your Phones?24:58 How Outsourced Phone Answering Works26:36 Get Your Business Off Your Personal Cell27:15 Tanner's Biggest Phone Breakthrough28:02 Getting Your Time Back29:14 The CEO Shouldn't Manage the Phones30:45 How to Work With KatieThe big takeaway:Generating the lead is only the beginning.If nobody answers quickly, follows up consistently and creates a great first impression, you're potentially wasting opportunities you've already paid to generate.Build the system.Work the pipeline.Create a great customer experience.And get the phone off your plate.

Quotes from the episode:  "Business doesn't care about your emotions. You just have to solve the problem."    "The person that's best doing the plumbing is usually not the best person selling the plumbing."    "The biggest thing is: know where your shutoff valve is to your home."    What does a modern plumbing company look like, and what can HVAC and building-performance professionals learn from one?    In this episode, Bill talks with Max Hicks, founder of Reliant Plumbing, about Max's path from entering the trades at 16 to building a plumbing service company with roughly 55 trucks across four Texas markets. Max shares lessons from more than two decades in the trade, including residential new construction, commercial work, union experience, and eventually business ownership.     The conversation explores how technology has changed both plumbing and the business of running a service company. Max discusses the importance of CRM data, knowing your numbers, documenting processes, separating sales from installation when appropriate, and building systems that allow a growing company to scale. He also talks candidly about one of the industry's toughest challenges: recruiting and retaining skilled tradespeople.    On the technical side, Bill and Max discuss the evolution of plumbing tools, from modern leak-detection equipment to the widespread adoption of press fittings. Max explains how press technology has changed the skills plumbers need in the field and why his own skepticism about pressed connections faded after years of seeing them perform reliably.    They also venture into heat pump water heaters, homeowner plumbing knowledge, pinhole leaks, and the very different seasonal patterns of plumbing and HVAC. One simple homeowner lesson stands out: know where your main water shutoff is before you need it.    The episode closes where plumbing and HVAC literally meet: the condensate drain. Max explains why HVAC condensate lines can contribute to drain problems and why understanding that crossover can help both trades diagnose problems more effectively.    Website: https://reliantplumbing.com/       This episode was recorded in August 2026. 

Could asking your MedTech export distributors for less actually help you get better performance from them?When you want better performance from your export distributors, it's tempting to ask for more reports, KPIs, forecasts, CRM updates and meetings. But distributors are often managing multiple manufacturer relationships, and adding more administration doesn't necessarily give you better visibility or improve results. In this episode, Hakeem explores why simplifying what you ask your distributors to report could lead to better information, stronger commercial conversations and a more productive relationship.What you'll discover in this episode:Why asking your MedTech export distributors for more data and reporting doesn't necessarily give you better visibility into what's happening in your export markets.How focusing on just five key metrics can give you the commercial information you need without overwhelming distributors with unnecessary administration.How simpler reporting can help turn distributor meetings from chasing updates into more valuable conversations about performance, challenges and where you can help them improve results.Listen now to discover how asking your MedTech export distributors for less could give you better visibility, stronger commercial conversations and ultimately help you improve performance in your export markets.Watch the Distributor Hub in ActionMessage me via DM on LinkedinThis podcast is for clinicians feeling stuck in turning medical devices into real businesses, with practical insight on go to market strategy, sales strategy, product launch, sales plans, business growth, exporting, and to scale up their international sales in MedTech.

You have the CRM. You have the data. You have the sales team. You have the AI tools. So why does everything still feel broken? Ramin Heydari, CEO & President of XYZies, has spent more than 30 years building businesses across telecom, sales, distribution, and technology. In this episode of Topline Spotlight, he explains why fragmented systems can become one of the biggest obstacles to growth and why AI requires businesses to rethink how they operate, not simply add another tool. Sam Jacobs sits down with Ramin to unpack the shift from traditional growth to 10X thinking, the problem with scattered data and sales systems, and how AI can create real-time visibility and coaching across an organization. What we get into: - Why businesses need to think beyond traditional growth - Why adding AI to existing software isn't enough - The hidden cost of fragmented systems and data - How AI can provide real-time coaching and performance feedback - Why continuous improvement matters more than occasional reviews - What a truly AI-powered CRM could look like - The leadership principle: "The future belongs to those who can see it before it becomes obvious." Chapters: 02:01 Why XYZ Exists And Why "The Details" Matter 03:27 Building the Smarter Home With AI 04:10 Information Overload and Better Decisions 07:32 Why Businesses Need to Think 10X 09:47 The Problem With Too Many Systems 10:15 The Human Side of the Technology Problem 10:58 The "Dream CRM" 12:49 Real-Time AI Coaching and Continuous Improvement 15:07 The Hidden Cost of Enterprise Software 17:56 Ramin's Leadership Lessons 19:20 Where to Find XYZies 19:46 Outro Try XYZies: xyzies.com

Join the show live every Thursday for a conversation you can't find anywhere else: https://grow.payrollinpodcast.com/ What happens when AI stops being a chatbot and starts doing actual work? In this episode of Payroll Growth Show', Matt Vaadi breaks down the AI bot system he's using to handle roughly 20 hours of work each week. He walks through how he went from simple AI skills to a connected system of bots that can research prospects, manage sales pipeline updates, coordinate other bots, and route support tickets. You'll see four different levels of AI automation, including: • How to build a simple AI skill around a repeatable task • Why orchestration matters when you have multiple AI bots • How AI can work across email, calendars, browsers, CRM systems, and transcripts • How an AI “Chief of Staff” can oversee other bots • How AI can determine when a task needs human review • How sensitive support tickets can automatically be routed to a person • How to build toward an AI workforce instead of simply adding more AI tools The goal isn't to replace every human task with AI. It's to identify the work that can be handled automatically, build the right safeguards, and give your team back time. If you're in payroll, HR, accounting, or another service business looking for practical ways to use AI automation, this episode is a good place to start. Subscribe to Payrollin' for more conversations about payroll, HR, technology, sales, and building better businesses. ⏰ TIMESTAMPS: 00:00 AI is already handling 20+ hours of work 00:40 What actually makes something an AI bot? 01:12 The 4 levels of AI automation 01:31 Claude Skills: The smallest working unit 02:02 AI-powered client and prospect research 03:27 What is AI orchestration? 04:12 How bots decide what needs to happen next 05:08 Why businesses really need more time 06:20 Grokbot: Memory, identity and browser control 06:40 Using AI as an executive assistant 07:14 AI managing the sales pipeline 07:54 Building an AI Chief of Staff 08:21 Using AI for technical work and dashboards 08:52 Building AI automation with Make.com 09:19 How AI routes support tickets 09:28 When AI sends work to a human 09:37 What AI can handle automatically 09:47 Security, protocols and human oversight 10:04 Where to start with AI bots Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed) → https://www.payrollinpodcast.com/

Jeff Mains sits down with James Gourley, a patent attorney and IP litigator who has spent 20 years on both sides of intellectual property disputes — from filing patents and trademarks to defending companies against infringement claims. This episode is a practical, plain-English guide to the IP fundamentals every SaaS and tech founder needs to get right before the scary letter arrives. They cover trademark due diligence, the "work made for hire" trap with contractors, the unsettled legal frontier of AI-generated code, how trade secrets actually work, why software patents are getting slightly easier to obtain, and what a well-structured IP portfolio does for your valuation at exit. James's core message: IP protection is a rounding error in cost compared to what it saves you on the back end — and the regret is always about what you didn't do early enough.Key Takeaways0:00 — A trade secret is anything that gives your company a competitive advantage that you've taken reasonable measures to keep secret.1:46 — Most founders don't find out whether they actually own their company name until the worst possible moment — right before a raise or mid-acquisition.4:22 — The first thing founders should do when naming a company is check whether anyone else is already using a similar name for something similar.6:36 — Before you build and ship, run a freedom-to-operate search to see if someone already holds a patent you might be infringing.9:29 — To get a patent through the USPTO, your invention must be both novel and non-obvious over everything that came before.11:19 — Patent examiners are time-constrained and often miss prior art, so invalid patents do get issued — but they can be invalidated in court.16:18 — If you hire a contractor and the contract has no IP assignment clause, the contractor owns the work by default — not you.18:46 — As the law stands today, AI-generated code and content cannot be copyrighted — nobody owns it.21:12 — Trade secrets require you to take reasonable measures like restricting access on a need-to-know basis, not just calling something "secret."25:14 — Filing a trademark gives you presumptive nationwide rights as of the filing date, and it's incredibly cheap relative to other business costs.27:14 — Software patents may be getting slightly easier to obtain after a decade of difficulty, thanks to new USPTO examiner guidance.29:51 — When filing a software patent, think through future roadmap variations and alternative implementations — not just what you're shipping today.32:35 — Don't take matters into your own hands when someone copies you — get legal counsel to calibrate how aggressive you should be.34:15 — Never throw an infringement letter in the trash — an attorney can quickly tell you whether the plaintiff is serious or a paper tiger.36:02 — Fake, AI-generated law firms are sending cease-and-desist letters as shakedown scams — always verify the sender is real.38:21 — In the next 30 days, start with trademark registration — it's the cheapest, highest-leverage IP move you can make early.Tweetable Quotes"If you have AI create what would otherwise be a copyrightable work, nobody owns the copyright." — James Gourley, 18:46"You gotta have a good contract if you want to own the IP." — James Gourley, 18:22"It's never too early to start looking at protecting the trademark." — James Gourley, 39:04"The regret is usually not that I spent money on lawyers to protect the IP. It's that we tried to save a little bit of money and it's costing us a lot on the back end." — James Gourley, 39:14"IP isn't paperwork you get around to later. It's the ground your company is actually standing on." — Jeff Mains, 41:51"If you can be aggressive in response, sometimes it makes them go away." — James Gourley, 13:48SaaS Leadership Lessons1. Trademark diligence is free — skipping it is not. Before you name your company or product, run a basic search. The standard isn't exact match — it's "likelihood of confusion." A name that's spelled slightly differently or uses a shared key term can still trigger a dispute years later when both companies grow into overlapping markets. The cost of a trademark search is zero; the cost of rebranding mid-acquisition is enormous.2. No assignment clause, no ownership. The "work made for hire" doctrine covers employees by default — but contractors, agencies, and freelance developers own what they create unless your contract explicitly says otherwise. The wedding photographer example says it all: you hired them, you paid them, but without a transfer clause, they own the photos. Every contractor agreement your company signs should include an IP assignment provision. One clause changes everything.3. AI-generated IP is legally unownable — plan accordingly. If AI writes your code or generates your logo, you likely can't copyright it. The current legal landscape says AI-created works have no copyright owner — period. For hybrid human/AI codebases, you'd need to disclaim the AI-generated portions in a copyright registration. This is a bleeding-edge issue that will be litigated for years. Until then, founders building on AI-assisted code should understand they may have no legal recourse if that code is copied.4. Trade secrets demand least-privilege access, not just labels. Calling something a "trade secret" doesn't make it one. You have to show a judge you took reasonable measures — and that means limiting access to people who genuinely need it. A CRM that every employee can open weakens your claim. Restrict permissions, use document management tools, and document your access controls. If someone walks out with the data, you need to prove you tried to protect it.5. Patent for the roadmap, not just the release. Software evolves faster than the patent process. If you file on what you're shipping today but your product migrates six months later, your patent may no longer cover what you actually built. When filing a software patent, describe not just your current implementation but alternative approaches and future variations you can foresee. The patent is only as valuable as its ability to still cover what you're doing two years from now.6. Never ignore legal letters — and never respond emotionally. The two worst responses to an infringement letter are throwing it in the trash or firing back in anger. A 20-minute call with an experienced IP attorney can tell you whether the plaintiff has a history of filing suit or is just a copyright troll sending shakedown letters. The same attorney can tell you whether your own case is strong enough to be aggressive or whether you should approach gently. Calibrate before you act.Guest Resourcesgourley@caglaw.comwww.caglaw.comhttps://www.linkedin.com/in/jamesgourley/Episode SponsorThe Futureproof Series - https://www.youtube.com/playlist?list=PLfkXKUPZ5xuOqMPR7_gzGybncTtavyR1NThe Captain's KeysSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code ‘SaaSFuel'Champion Leadership Group – https://championleadership.com/https://jeffmains.com/books/SaaS Fuel ResourcesWebsite - https://championleadership.com/Jeff Mains on LinkedIn - https://www.linkedin.com/in/jeffkmains/Twitter - https://twitter.com/jeffkmainsFacebook - https://www.facebook.com/thesaasguy/Instagram - https://instagram.com/jeffkmains

This episode explores the complex legal landscape of prediction markets in the US, recent court cases involving Kalshi, and the implications for the industry. Additionally, it covers DraftKings CEO Jason Robbins' stance on responsible gambling amidst media scrutiny.Key TopicsLegal challenges faced by Kalshi in Ohio and TennesseeThe circuit split and potential Supreme Court reviewEconomic consequences and regulatory implicationsDraftKings' approach to responsible gambling amidst media scrutinyThe rapid evolution of prediction markets and regulatory responsesHost: Charlie HornerGuests: Adam CandeeProducer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

About This EpisodeCRM3 is the next major evolution in investment cost transparency and it arrives on Canadian investment statements in early 2027.In this episode, Keith Matthews is joined once again by TMA's chief compliance officer and director of operations, Michael Baldoni, for a follow-up to their episode on fiduciary care. CRM3 follows CRM1 and CRM2, two earlier rounds of fee disclosure reform, but goes a step further with a single number, the FER, that shows exactly what your investments cost you in dollars. Keith and Michael break down what's changing, what it means for your statement, and the questions worth asking your own advisor once it arrives.Michael walks through the full history of the CRM framework, from CRM1 in 2009 to CRM2's fee and performance reporting, all the way to what CRM3 will require: a complete, dollar-by-dollar breakdown of every cost layer in a client's portfolio, including embedded fund fees that many investors have never seen clearly reported before.Keith and Michael discuss what investors will actually see on their new statements, who stands to benefit most from this change, which firms and advisors will be under pressure, and what questions every investor should be asking right now.If you want to know exactly what you're paying, and what you're getting for it, this is the episode for you.Happy listening!Key Topics Covered:What is CRM3 and why does it matter for every Canadian investor? (02:05)The evolution from CRM1 to CRM2 to CRM3 — a 20-year journey toward transparency (04:15)CRM1 in 2009: documenting relationships, services, and responsibilities (04:15)CRM2 from 2013 to 2017: fee disclosure in dollars and performance reporting (05:41)CRM3: the next step — total all-in cost transparency, including embedded fund fees (07:11)What is a FER (Fund Expense Ratio) and what does it include? (08:07)MER vs. TER — what most investors don't know about trading expense ratios (08:55)These aren't new fees — the difference between disclosure and transparency (10:51)Walking through the math: the four cost layers on a $1 million portfolio (13:04)Why high-fee strategies will be impossible to hide after CRM3 (15:28)Cost vs. value — why cheapest isn't always best, and why services matter (16:32)Where embedded fees were previously disclosed — and why most investors never noticed (19:05)Does having an embedded fee automatically make an investment bad? (19:42)The hierarchy of investment costs: DIY, stock-picking advisors, index strategies, full-service firms (20:13)The winners: investors and low-cost index-based strategies (22:03)Who will be under pressure: branch-level advisors and high-fee mutual fund providers (23:26)Canada's largest mutual fund — a real example of what CRM3 will reveal (24:11)Questions every investor should ask their advisor right now (26:10)How long before the industry shifts? A 5 to 7 year evolution (26:42)Final thoughts: CRM3 is a very good thing for Canadian investors (28:12)Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. Feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112.Follow Tulett,Matthews & Associates on social media: LinkedIn, Facebook, and more!Follow The Empowered Investor on Facebook, LinkedIn, and Instagram.Thanks for listening!

This Week In Startups is made possible by: Plaud: http://Plaud.ai/twist CLA: https://claconnect.com/tech Sentry: http://sentry.io/twist Lightfield: http://sentry.io/twist Today's show: Google once interviewed the entire Justin.tv (now Twitch) team and then walked away from an acquisition deal, saying they weren't good enough. Seven investors passed on buying 10% of Airbnb for $150,000, a stake pegged at roughly $9.25 billion today. Lon Harris and Alex Wilhelm revisit classic TWiST interviews with Justin Kan of Twitch and Brian Chesky of Airbnb to find out what those founders understood that the market didn't. PLUS, how did a box of cereal win over Paul Graham and get Airbnb into Y Combinator? Flashback Guests: Justin Kan on X: https://x.com/justinkan Twitch: https://www.twitch.tv/ Justin Kan (@justinkan) on X Brian Chesky on X: https://x.com/bchesky AirBnB: https://www.airbnb.com/ Relevant Links: TWiST E900: Justin Kan, co-founder of Justin.tv, Twitch & Atrium (Feb 5, 2019) → https://thisweekinstartups.com/episodes/L3DP8VCE12s TWiST E1735: Airbnb CEO Brian Chesky on early rejection, customer focus & AI (May 4, 2023) → https://www.youtube.com/watch?v=aZ-BjJZxNoA Halo 3: the game that flooded Mahalo with traffic → https://en.wikipedia.org/wiki/Halo_3 Weblogs, Inc.: Jason's blog network, home of Engadget → https://en.wikipedia.org/wiki/Weblogs,_Inc. Instinct: the invite-only personal AI agent from founder Noah Shinn → https://www.instinct.co/ AMD to acquire World Labs for $8.2B in stock; Li becomes AMD chief scientist (Bloomberg) → https://www.bloomberg.com/news/articles/2026-09-28/amd-to-buy-fei-fei-li-s-world-labs-ai-startup-for-8-2-billion Lovable: where Lon says he'd rebuild a bad app in two hours → https://lovable.dev/ Y Combinator → https://www.ycombinator.com/ Paul Graham on X → https://x.com/paulg Obama O's and Cap'n McCain's: the cereal that funded Airbnb → https://en.wikipedia.org/wiki/Airbnb#History Stripe: what Paul Graham suggested they build instead → https://stripe.com/ Timestamps: 0:00 Justin Kan on episode 900 (Feb 2019) 3:44 When Jason and Justin realized people watch gaming 5:52 Mahalo, Halo 3, and betting a company on 3% of its traffic 10:21 CLA: Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech at https://www.claconnect.com/withyou 11:42 The "zombie startup" years and Google's rejection 17:06 Instinct: the AI agent built for venture capitalists 19:43 Sentry: New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 28:08 Kozmo.com and the era of "make number go up" 30:06 Lightfield: Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you - it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app/ 32:57 Why AI companies have to monetize faster 34:00 Clip: Justin Kan on knowing yourself as a founder 37:24 An early rejection of "founder mode"? 38:33 Brian Chesky on episode 1735 (May 2023) 39:27 "I hope that's not the only idea you're working on" 43:27 What 10% of Airbnb for $150K is worth today 46:05 Obama O's and the Y Combinator interview 48:15 Why investors fund unkillable, attention-hacking founders 54:37 Clip: Chesky on AI, deepfakes, and authenticity 58:13 Is AI costing jobs or just making them busier? 1:05:04 Did AI create "millions of startups"? Subscribe to our newsletters on Substack: TWiST: https://twistartups.substack.com/ TWiAI: https://www.thisweekinai.ai/ TWiVC: https://thisweekinvc.substack.com/ Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

What happens when you stop just prompting AI and start giving it an operational budget to run a business? In this beta edition of Edge Live, host Josh Kriger sits down with Zach Francis, co-founder of Willo, a no-code, AI-native business operating system.In this hands-on, live-building episode, Josh and Zach tackle a real-world partner problem: creating a free, viral "website roast" and SEO audit tool to help affiliates convert new users. In under fifteen minutes, using Willo's conversational interface, they deploy a functional web application complete with instant SEO scoring, ADA-compliance alt-text checks, custom tone selectors (from professional to "savage"), and automated site-fix capabilities.Discover Zach's bold predictions for the agentic economy, where AI agents act as customers purchasing software and hiring other agents, plus a look at Willo's roadmap for Model Context Protocol (MCP) server integrations, recurring task automation, and embedded CRMs.See what we built live in less than 30 minutes here: https://willo-partners.bywillo.ai/roast_______________

AI has spent the last few years helping people do their jobs faster. The next phase is different. What happens when AI doesn't just recommend what to do, but actually does the work? David Pourquery joins Galen Hair to talk about the shift from AI assistant to autonomous AI operator. David built GROAS after teaching himself Google Ads while running e-commerce businesses, eventually turning a basic Google Ads tool into an autonomous platform designed to manage campaigns without constant human intervention. In this episode: How David went from private equity to building an AI company Why he started with e-commerce and Google Ads How GROAS evolved from a simple SaaS tool into autonomous AI The difference between AI recommendations and AI actually doing the work Why David believes businesses are moving toward buying outcomes, not software Where the human element still matters Why customer success managers remain important even in an autonomous AI business What happens when AI starts replacing traditional agency work Why software engineering may be one of the first major areas disrupted Why anything done on a computer may be increasingly exposed to automation What business owners can do today to prepare for AI agents How AI could change CRM and sales management Why David chose to bootstrap instead of raise venture capital The lessons he brought from venture capital and private equity What it means to keep leveling up in an AI-driven world Reach out to us! Connect with David Pourquery https://groas.com/ Connect with Galen M. Hair https://insuranceclaimhq.com hair@hairshunnarah.com https://levelupclaim.com/

What happens when you realize you can't control everything around you, but you can change how you respond to it? In this episode of UNITED State of Women, Julie Deem shares five lessons from Priscilla Shirer's Fervent that have been helping her navigate life after divorce as a single mom, business owner, and woman raising two young girls. Julie gets honest about what it looks like to fight for your life and your future. FAQ:How can prayer help during a difficult season?Prayer can give you a place to bring the things that feel overwhelming, especially the situations you cannot control. Being specific about what you need can help you intentionally surrender those concerns to God.How do you rebuild your identity after divorce?Start by separating your identity from what you lost. Divorce can change your circumstances, relationships, finances, and routines, but it does not have to determine your purpose or who you are moving forward.How can I pray for my children during a difficult season?Pray specifically for your children, their relationships, their emotions, their decisions, and the things you cannot control. Prayer can become a way to release the responsibility of trying to manage every experience they have.Book Mentioned: Fervent by Priscilla Shirerhttps://www.christianbook.com/fervent-battle-serious-specific-strategic-prayer/priscilla-shirer/9781433688676/pd/688676Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you!Learn more at: https://lyfquest.io/Instagram:USW Podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kalena James ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Julie Deem ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠--------------------------------------------------USW Kokomo ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Production by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

By Doug Green “You need to master AI from two perspectives: how to use it, and how to make money from it.” In this Technology Reseller News podcast recorded at MSP Summit, Rick Beckers of The Channel Crew discusses the company's new channel consultancy model and how it is helping MSPs and technology vendors grow with a combination of strategy, marketing, software and AI. The Channel Crew brings together experienced channel strategists, software platforms and digital marketing capabilities to help vendors enter and scale within the indirect channel. Beckers says the organization's subject matter experts collectively represent hundreds of years of channel experience, covering areas such as CRM, PRM, marketing automation, marketplaces, M&A and business strategy. For MSPs, the challenge is often straightforward: they are technically strong, but growth can take a back seat to the demands of running the business. “MSPs are busy putting out fires,” Beckers says. “They weren't necessarily trained in sales and marketing.” The Channel Crew is designed to help fill that gap with lead generation, sales strategy, marketing execution and tools intended to help MSPs convert more business. Beckers brings direct experience to that conversation. He has owned an MSP for more than 35 years and has watched the model evolve from break-fix to managed services and now toward AI-enabled consulting. He believes MSPs should be looking at AI in two ways. First, many of the tools they already use are being transformed by AI, meaning providers should reassess systems such as CRM, marketing platforms and other core business applications. Second, MSPs need to determine how they can monetize AI. The Channel Crew is developing a training program designed to help MSPs become AI consultants, starting with practical customer conversations and building toward a broader AI services practice. Beckers says the goal is to help MSPs move beyond simply using AI internally and begin creating revenue around it. The company also works with partners in areas including private equity, M&A and legal services, giving MSPs access to expertise as they grow, build equity and potentially prepare for acquisition or sale. Visit TheChannelCrew.com to learn more.  

By Doug Green “Sales comes down to two things: be first to the customer and follow up.” In this Technology Reseller News podcast recorded at MSP Summit, Avinash Gujje, CEO and founder of Zuuz, discusses how the company is using AI to uncover sales opportunities that may be sitting unnoticed in email, calls and other customer communications. Gujje came to the idea from his own experience running a value-added reseller, distribution and MSP business. He says sales teams routinely lose opportunities not because customers say no, but because follow-up gets delayed, renewal conversations are missed or leads never make it into the CRM. Zuuz is designed to address that problem. The platform connects with a salesperson's mailbox, identifies potential sales opportunities and compares them with what is already recorded in the CRM. It can also work with call recordings, LinkedIn, WhatsApp and other customer communication channels. The goal is to find conversations that should have turned into pipeline but did not. Gujje says Zuuz is launching what it calls the Zuuz Challenge, looking back across roughly 90 days of communications and comparing identified opportunities against the customer's existing CRM. “If Zuuz finds 60 opportunities and only 30 are in your CRM, those other 30 are what we've recovered,” Gujje says. The company is pre-launch and is using MSP Summit to introduce the platform to the channel. Gujje says early testing with approximately 30 customers has identified a significant amount of potential pipeline, particularly among IT services companies, VARs and distributors where individual opportunities can be substantial. For MSPs, Gujje sees two opportunities. They can use Zuuz internally to improve their own sales follow-up, while also offering the platform to customers as they evolve toward what he describes as managed intelligence providers. Deployment is designed to be straightforward. Zuuz is offered as SaaS, with an on-premises option for customers with stricter security or data governance requirements. Gujje's larger message is that AI should help salespeople perform better rather than simply replace them. “Use AI to improve your sales,” he says. “Use AI to become a better salesperson.” Visit Zuuz.ai to learn more.  

Rates just hit a 52-week high, and the 10-year Treasury yield jumped to its highest level since 2007. Transactions are down, but they don't go to zero. In this episode of Best Agent Hacks, Tom Toole shares the exact script his team uses to find the people who will move anyway. It's built on Phil Jones' Opening, Fact, Question (OFQ) framework. Here's the call: "Hey Brian, it's Tom Toole with RE/MAX. It's been about 90 days since we last spoke, and I was just curious, is making a move still something you're considering, or have you put that on pause?" Then stop talking. In this video, you'll learn: ✅ How to use your CRM to set up every follow-up call ✅ Why an A/B choice question gets people talking ✅ What to say when a lead says they've "paused" ✅ How to uncover motivation using the D's (death, divorce, relocation, default, diamonds, diapers, downsizing, dogs) ✅ Why you should raise your daily conversation goal from 15 to 20 or 25 in a high-rate market ✅ How to turn the same script into a text and a voicemail follow-up ⏱️ Chapters 0:00 Rates hit a 52-week high 0:21 Transactions don't go to zero 0:45 The OFQ script 1:41 When they say "we paused" 2:02 Qualifying questions and motivation 2:56 Why the OFQ works 3:23 Raise your conversation numbers 4:11 Text, voicemail, and property drips 4:41 The plan The best automation out there is still talking to people.

What happens to the role of the financial advisor when AI can handle more and more of the work happening behind the scenes?In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Paul G. McManus sits down with Matt Halloran, Chief Evangelist at Zocks and the self-described human voice of AI in the advisory industry. Matt has spent more than two decades coaching financial advisors. He argues the industry is asking the wrong question. The issue is not whether AI will replace advisors, but what they will do with their time once technology takes on more of the invisible work around client meetings.You'll learn how financial advisors can:- Use an AI assistant to take on Michael Kitces's "invisible work": meeting prep, live transcription, follow-up, CRM tasks, and updates into planning and tax tools, so the advisor can stay face to face with the client- Explain a privacy-first approach to note-taking: Zocks listens and transcribes in real time, with no stored audio or video, because high-net-worth clients do not want a recording that could be used in a deepfake- See why many advisors still hesitate: not the features, but giving up control. Matt's trade-off law names five things you always trade: time, talents, treasures, relationships, and control- Put the time back to work. He cites about 10 hours a week of admin returned, roughly a week a month, and asks whether that time goes to a more deliberate enterprise, a niche, a book, or a life outside the office- Meet a client who walks in with an AI printout without getting defensive. Be glad they are engaged, ask what prompt they used, and answer the question they actually asked- Treat judgment as something you show, not something you claim. Matt pushes back that judgment is the byproduct of connection, understanding, and empathy, and that AI can sound decisive while facing no consequences and trying to please you- Stop using AI like a junior-high band playing "Three Blind Mice." Challenge it, including telling it to prove your own research wrong, instead of accepting garbage-in, garbage-out answers- Turn speed into trust. Matt tells the story of an advisor, fourth of four meetings, whose sample plan, next steps, and summary email were in the prospects' inbox before they got home. They hired her on the spot. The other three firms still had not followed up- Query the whole book of business the way a longtime assistant once did, such as who talked about Roth conversions last month or who had a child or grandchild in the last two years, then ask AI better second- and third-level questions about how to open that conversation- Choose, on purpose, between building the enterprise and running a lifestyle practice, and notice the "no man's land" in between. Matt's unpopular point: more money will not fill a one-dimensional life, and time is the one resource you cannot make more of- Build influence over years, not from one viral post. Niche down to successful independent advisors, say yes so you can practice, and remember that the most influential people he knows are the kindest- Accept that influence repels as well as attracts, and get comfortable in your own skin. Most people who want to be influential want to be liked, and that is where they stall- Accelerate reach with what Matt calls OPA, other people's audiences, and what Paul calls borrowed trust at scale: podcast swaps, local media, and stages, practiced long before a "Super Bowl" appearance- Start creating without a production team. After a client meeting, record a short phone recap of what you talked about, keep it clear of investment advice so compliance can approve it, and post it where your ideal clients actually spend time- Treat comments as the new gold. Matt says interacting on other people's posts, not only publishing your own, is what gets you seen, and that pre-retirees with a large 401(k) are often on Facebook, not LinkedInMatt's clearest point is that what will separate you from the advisor down the street is your humanity, not your tech. Your tech is there to support your humanity. Face to face, listening, engagement, empathy, and understanding are what AI cannot replace. Features and efficiency, he says, are becoming table stakes. The question that remains is what you do with the time you get back.ABOUT MATT HALLORANMatt Halloran is Chief Evangelist at Zocks, where he describes himself as the human voice of AI in the advisory industry. He has worked in practice management and financial services for more than 20 years, starting in the industry in 2006, and holds a master's in life coaching. He has also worked as a therapist and coach. He has written three books, including The Social Media Handbook for Financial Advisors (Bloomberg Finance, 2012), and is writing a fourth, The Trade-Off Law. He delivered a TEDx talk, "Hope, Help One Person Every Day." With co-founder Kirk Lowe he built ProudMouth, an influence-acceleration firm, and hosted about 500 episodes of the Top Advisor Marketing Podcast. On the episode he says he has coached about a thousand offices, appeared on about 1,500 podcasts, and was voted the 10th most influential person in financial services last year. His stated mission is to spread magic, joy, and love, and to help advisors use AI to get their time, and their humanity, back.WHERE TO FIND MATT HALLORANMatt asked listeners to find him on LinkedIn. He said that is where he actually is: he answers every direct message, he is the one commenting, and he spends about 90 percent of his time there because that is where advisors are. He did not give another URL on the episode.ABOUT INFLUENTIAL ADVISOR MEDIAThe Influential Advisor Podcast, hosted by Paul G. McManus, features conversations with leading voices shaping the future of financial advisor growth, marketing, authority, media, and business development. Subscribe for more strategies on financial advisor marketing, authority building, books, referrals, AI search visibility, advisor growth, and building a more influential advisory business.https://influentialadvisor.com/Support the show

O Kit do Vendedor Organizado, baixe GRÁTIS aqui: https://crmdojordao.com.br/kit-vendedor-organizado O CRM do Jordão é o CRM que vende junto com você. Vem conhecer aqui: www.crmdojordao.com.br Aprenda o passo-a-passo para fazer chover clientes na sua vida. O Vendedor Rainmaker: Aprenda em 3 dias o que levaria 30 anos para você aprender. Curso de vendas presencial com o Jordão https://www.ovendedorrainmaker.com.br Não pode vir no curso presencial ? Inscreva-se no Vendedor Rainmaker ON-LINE e AO VIVO: https://www.ovendedorrainmaker.com.br/online Para contratar o Jordão para palestrar no seu evento vai aqui: https://www.ricardojordao.com.br/ Assine GRÁTIS a JordãoVerso, a newsletter do Jordão, vai aqui: https://jordao.substack.com/ Vem ser ALUNO on-line do Jordão no VENDAS CURA TUDO. A escola de vendas onde você aprende a vender com alma e verdade. Onde vender é servir, e servir é transformar. Vamo ai? Vai aqui: www.vendascuratudo.com.br COMPRE AGORA o e-book MESTRE DAS MENSAGENS do Jordão. O Guia Definitivo para Mensagens que Fecham Vendas. Mais de 100 Templates Prontos para Transformar Seu Processo de Vendas – Da Prospecção ao Pós-venda. Para comprar vai aqui :https://www.vendascuratudo.com.br/mestre-das-mensagens  

What happens when companies deploy AI agents before fixing the data those agents rely on?In this episode of Riding Unicorns, James and Hector sit down with Toby Mather, Co-Founder of Rig, the AI-native data infrastructure company building the data layer that allows humans and AI agents to work from the same trusted context.Rig started as a "data brain" sitting on top of platforms like Snowflake and BigQuery, making sense of fragmented company data so teams could use tools like Claude and Cursor to build applications, automations and analytics. It has since expanded into an end-to-end data stack covering ingestion, warehousing and context.Toby explains why LLMs alone aren't the answer to enterprise data. While language models are excellent at understanding context, businesses still need deterministic systems like SQL and structured tables when they want accurate answers from their data. Rig's thesis is that AI should make sense of the complexity, but the underlying calculations still need to be grounded in reliable data.The conversation also explores the rush towards autonomous AI agents. Toby argues that many companies are trying to run before they can walk: connecting agents to dozens of fragmented systems without first creating the clean, consistent data infrastructure they need. Get the context right, and the journey from human-in-the-loop to autonomous agents becomes much easier.Topics Covered• Why AI agents need better data infrastructure• Building a "data brain" for humans and AI agents• Why LLMs aren't always good at data reasoning• Why 55-year-old SQL and tables still matter in the AI era• Moving from human-in-the-loop to autonomous agents• How Rig uses Rig to run its own business• Building agentic workflows across CRM and customer success• Toby's lessons from building and selling Lingumi• Why founders should choose enormous markets• Landing major enterprise customers as an early-stage startup• The PULL framework for B2B sales• How to sell enterprise software without becoming a services business• Competing with incumbents like Snowflake and Databricks• Balancing customer feedback with founder-led product intuition• Why agentic customer success could be a major opportunityToby also shares some of the more surprising ways customers are already using Rig, from identifying overpayments hidden across thousands of invoices to building AI-powered customer success systems that identify problems and proactively contact customers.This is a conversation about the infrastructure beneath the AI agent revolution: getting company data into the right shape, giving AI the context it needs and building the foundations required for truly autonomous work.

Amberlee Burrows says a nonprofit data strategy starts with the information behind every gift, donor record, and interaction. The Development and Salesforce Director at Bearing Tree explains that gift processing is not just administrative work. It creates donor intelligence that helps fundraisers improve communication and build stronger long-term relationships.Missing contact details, duplicate records, and delayed gift entry can lead to returned mail, awkward donor interactions, inaccurate tax receipts, missed major-gift opportunities, and fundraising asks based on an incomplete view of a donor's giving history. Amberlee shares how nonprofits can strengthen data quality, standardize gift processing, and make more informed fundraising decisions.In this episode:Why gift processing should be a core part of your nonprofit data strategy, not simply back-office workHow reliable donor data helps fundraisers build stronger, more personal donor relationshipsThe donor communication mistakes that can happen when gifts, contact details, and household records are not updatedHow duplicate donor records can split a donor's giving history and cause fundraisers to underestimate donor valueWhy incomplete donor profiles can lead teams to make the wrong ask amount or miss major-gift opportunitiesThree donor data quality checks to run: duplicate-contact reports, contact-completeness reports, and current-donor reportsHow to match potential duplicates using multiple fields, including donor name, email address, and mailing addressThe donor details to capture from mailed checks, online donations, campaign pages, and other everyday transactionsHow donor interests, program engagement, volunteer activity, and outreach history support segmentation and personalized communicationA realistic data standard for small and mid-sized nonprofits: every donor should have at least one valid contact methodWhy clear ownership, standardized gift-processing procedures, trained backups, timely deposits, and regular reconciliation reduce riskHow better gift processing can prevent lost checks, improve tax-receipt accuracy, reduce audit stress, and increase trust in the CRMWhy clean, connected donor records must come before AI, predictive analytics, and personalized major-gift outreachHow automating online gift processing into your CRM can reduce manual entry, limit human error, and give staff more time for donor stewardshipYou will leave with a clearer nonprofit data strategy for improving gift processing, strengthening donor data quality, using your CRM with greater confidence, and turning everyday donor information into fundraising intelligence.Episode highlights: (0:00) Intro (1:32) Where weak fundraising operations show up first (3:01) Why gift processing should be part of your nonprofit data strategy (4:17) How poor gift processing and data entry affect fundraising results (6:25) How duplicate donor records distort donor value (8:32) Three ways to check whether your donor data is good enough (13:03) How better gift processing and caging improve fundraising operations (17:09) The donor data you need for better segmentation and communication (19:30) A realistic nonprofit data strategy for small and mid-sized teams (21:32) Why clean donor data needs to come before AI and advanced analytics (26:04) The one gift-processing improvement to make in the next 30 days (27:38) Closing thoughtsGuest: Amberlee Burrows, Development and Salesforce Director, Bearing Tree https://bearingtree.com/Full transcript and show notes: https://www.anedot.com/blog/nonprofit-pulse-nonprofit-data-strategyMore episodes and the monthly newsletter: https://www.nonprofitpulse.com/If this was useful, follow Nonprofit Pulse wherever you listen.Nonprofit Pulse is a podcast by Anedot that explores trends, insights, and resources that help nonprofits accomplish their mission. Hosted by Josh Breland.

Growing a franchise system means leading people who are already leaders themselves.In this episode of The Franchise Advisory Board Podcast, ClientTether CEO Dave Hansen sits down with Jason Sant, Owner and CEO of Team Up Athletics, for a practical conversation about franchise leadership, communication, technology, field support, and the lessons that come from growing a young franchise system.Team Up Athletics began franchising in 2022 and has grown to 46 operating locations. The business serves schools, recreation programs, athletic teams, and businesses with uniforms, equipment, apparel, promotional products, and related services.Jason explains that one of the earliest challenges of franchising was learning how to support owners with different personalities, professional backgrounds, experience levels, and approaches to business.Rather than treating that diversity only as a challenge, Team Up Athletics has worked to turn it into a strength.The company encourages owners to communicate with one another, uses its Franchise Advisory Board to gather feedback, stays connected through regular meetings and internal communication channels, and continually evaluates where systems and processes need to improve.Thanks to ClientTether, our episode sponsor. ClientTether provides franchise CRM software that helps franchise brands organize lead communication, automate follow-up, and maintain visibility across customer and franchise development processes.Jason also discusses Team Up Athletics' approach to technology. The brand has moved from spreadsheets and more manual workflows toward proprietary software designed to simplify the work happening behind the scenes. His guiding question when evaluating changes is straightforward: Will this make the franchisee's life easier? That philosophy applies beyond technology.Jason talks about using KPIs and milestones to know when an owner may need additional coaching, while recognizing that franchisees are independent business owners who need room to operate. He also shares why advice sometimes has more influence when it comes from another successful franchisee instead of the corporate office.Throughout the episode, listeners will learn:• How Team Up Athletics supports owners with different personalities and backgrounds• Why open communication with franchisees can strengthen the entire system• How Franchise Advisory Boards can help leadership hear different perspectives• Why peer-to-peer coaching can increase adoption of best practices• How KPIs help determine when a franchisee needs more support• Why staying connected to the field keeps franchisor leadership relevant• What Team Up Athletics looks for in franchise field support• How technology can simplify operations without replacing strong leadershipFor growing brands, franchise management software and other operating tools can provide useful infrastructure, but Jason's experience reinforces a larger point: systems are only as valuable as the people using them and the problems they solve.Jason also reflects on the reality of becoming a franchisor. Growth does not happen automatically once franchise agreements are signed. Leaders still have to show up, build relationships, refine the system, and support owners as they build their businesses.Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising.If you found today's episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube.Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

This episode explores the potential doubling of machine games duty in the UK, its implications for land-based operators, and the broader impact on the gambling industry and sports sponsorships. Experts discuss government pressures, industry responses, and future outlooks.Key TopicsPotential doubling of machine games duty in the UKImplications for land-based betting shops and closuresGovernment support and industry lobbying effortsImpact on sports sponsorships and racing industriesIndustry response to tax hikes and regulatory pressuresFuture outlook for online and retail gambling sectorsHost: Fernando NoodtGuests: Christian Lee & Patrick KilleenProducer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

Ready to make smarter, data-driven decisions in 2027? Sign up for my FREE Million Dollar Metrics Masterclass → https://mccancemethod.com/million-dollar-metrics-masterclass-organic/Want to watch this episode on video? Check it out here on YouTube: https://www.youtube.com/watch?v=s_PINvadfwkIn this live coaching episode, I sit down with group practice owner Robin Naglieri to talk about scaling without becoming the bottleneck in your business. We dive into hiring and leadership systems, delegating admin tasks, improving team communication, and making your website more visible in AI search so you can grow your caseload more consistently.Make sure to bring your paper and pen because this episode is full of actionable tips!Here are some key points in this episode:[03:06] Hiring the right therapists for long-term growth.[07:03] Using 90-day check-ins to improve retention.[09:36] Delegating admin tasks and building better systems.[15:17] Streamlining team communication with Google Chat.[19:06] Fixing your website before increasing marketing.[21:17] Improving your website for AI search.Links From The Episode:Join the ClinicMonk™ waitlist → https://clinicmonk.com/Learn more about The Clinic Growth Map™ by booking a FREE strategy call with one of our advisors → https://mccancemethod.com/strategy-call/Listen to Episode #174: Why Every Therapy Practice Needs a CRM in 2026 → https://mccancemethod.com/episode-174-why-every-therapy-practice-needs-a-crm/ Listen to ​​Episode #160: The Evolution of SEO as we Shift to Gemini → https://mccancemethod.com/episode-160-the-evolution-of-seo-as-we-shift-to-gemini/

What if the people who change your life are the ones who put you somewhere you have not earned yet? In this episode, Ethan Giffin, founder and CEO of the B2B eCommerce Agency, shares how losing every penny on a failed nightclub in his early twenties led to a chance encounter at a bar that relocated him, employed him, and changed his career trajectory entirely. Ethan now helps mid-market manufacturers and distributors build private buyer portals and open digital revenue channels that did not exist before. This conversation covers why customers quietly quit rather than slam the door, why he reports back to everyone who gives him advice, and what happened when he realized he had let himself get stuck. [00:05:54] What He Does and Who He Serves Founder and CEO of the B2B eCommerce Agency Helps manufacturers and distributors build private buyer portals Clients arrive either not knowing where to start or frustrated their portal underperforms Moves organizations off spreadsheets, Post-it notes, phone calls, and text message orders [00:08:01] You Cannot Be Amazon, But You Must Think Like Them Amazon has more innovation in an hour than a $100 million manufacturer may have in a decade The average 23-year-old graduate was five years old when the iPhone launched Soon that person becomes the director of purchasing Roughly 80% of B2B buyers want a direct-to-consumer style buying experience [00:09:30] What Inspires Him Started as a DJ in the 80s and 90s and learned desktop publishing to make flyers That led to building websites and eventually falling in love with ecommerce Loved being able to buy a penny ad, drive the click, and watch the transaction fire The mix of technology, psychology, and direct response is what hooked him [00:10:27] The Pivot into Manufacturing Existing direct-to-consumer clients kept asking for wholesale ordering systems Those projects blend CRM, technology, psychology, and sales The agency was already well set up to deliver them Pivoted significantly into that focus over the last 18 months [00:11:29] The Backstory His father brought home an Apple computer when he was in fourth or fifth grade Fell in love with computers, graphic design, and marketing An uncle in the Sears executive training program flew around the country in suits Ran yard sales for his grandmother and learned to negotiate over 25 cent items [00:13:30] Client Impact: Opening a Revenue Channel That Did Not Exist Pushes organizations to run 10 to 15% of top line revenue through the digital channel A call center order can cost $50 to $70 once every manual touch is counted An ecommerce order might cost around five dollars Some clients hit five or six million dollars in orders very quickly [00:15:00] Why Activation Matters More Than Building Has heard horror stories of million dollar builds that sold only $150,000 to $200,000 Pilots the system with a small set of customers first Then activates the entire customer base to place first orders The target is 10% of revenue flowing through within 18 months of launch [00:15:53] Quiet Quitting by Customers Longtime clients rarely slam the door; they drift Friction builds slowly until buying elsewhere becomes easier Ethan has watched it happen inside his own business with vendors Buyers now expect transparency on stock, warehouse location, and shipping [00:17:02] The Five Cent Bag Story A Baltimore grocery store carries the specific pepperoni he wants for homemade pizza Their self-checkout cannot process the five cent bag surcharge without staff intervention An employee has to scan a card and unlock a cabinet just to hand over a bag A joyful purchase became something he now dreads [00:20:08] The Relationship That Changed Everything: Neil Grew up in a small town about 70 miles outside Baltimore Opened a nightclub in his early twenties, lost every penny when it closed Ran into an old friend at a bar the night before Thanksgiving Neil got him hired, moved him to Baltimore, and put him up in corporate apartments [00:21:17] Ron Germack and the Rooms He Should Not Have Been In Ron was Neil's boss and a VP at Aerotek, a multibillion dollar company He was the fifth employee hired there many years earlier Took Ethan on trips during the early internet heyday Brought him into conversations at 24 and 25 that he had no business being in [00:22:28] Why He Always Reports Back He is not needy when he asks for someone's time He wants a sounding board and an answer to what he might be missing He always circles back to tell them how the advice played out People appreciate knowing the impact their time actually had [00:23:00] Gary Salzman and the First $100 Steak Dinner Met Gary at a random DJ convention as a young man Gary was one of the top agents in music production and DJing at the time He invited Ethan into a cab to keep the conversation going That led to a steak dinner and a room he never expected to be in [00:25:16] Client Impact: The Hard Conversation Recently met an entrepreneur stuck for three or four years Told him directly he did not have a viable business as it stood Either move it forward or move on to something else Gave him specific gaps to fix and a book to read before coming back [00:26:23] Admitting He Got Stuck Transitioning from an in-person office to fully remote left him isolated post-COVID He stopped talking to people and meeting people Joined Entrepreneurs' Organization about 18 months ago Realized he had let himself get stuck in a room [00:27:20] Traveling for the Company Versus Traveling for Yourself Attended industry events as a thought leader or in a sales capacity Those trips were for the company, not for him COVID ended many of the events he used to recharge with annually Joined EO specifically because it exists for the entrepreneur, not the business [00:28:30] Building the Room He Wanted Runs a flagship event each spring called the B2B eCommerce Summit Invite only, 30 people, for heads of marketing and IT at manufacturers and distributors Built it because trust is eroding in an all online, all AI world You have to create spaces for learning and for trust [00:30:08] Where AI Helps and Where It Does Not As an entrepreneur with ADHD, AI helps him organize thoughts and communicate clearly It acted as a sounding board for the themes in his book The agency uses it to analyze data and enrich online catalogs But you should not be writing your wedding vows with ChatGPT [00:32:04] Where to Find Him His book is Closing the Digital Revenue Gap It covers 10 revenue blind spots costing companies more than they think Free copies available at b2becommerceagency.com Also active on LinkedIn under Ethan Giffin   KEY QUOTES "Quiet quitting basically is the concept. There wasn't some big slamming of the door. Over time we just slowly started buying from other people where it was easier." - Ethan Giffin "When somebody gives me time of theirs, I like to report back. Let me tell you how this advice you've given me has helped me to evolve and grow." - Ethan Giffin "People are generous with those that are generous with them." - Ethan Giffin CONNECT WITH ETHAN GIFFIN Website: https://www.b2becommerceagency.com LinkedIn: https://www.linkedin.com/in/ethangiffin Email: ethan@groovecommerce.com   Thanks for tuning in! If you liked my show, please LEAVE A 5-STAR REVIEW, like, and subscribe! Find me on: Apple Podcasts | Spotify | iHeart Radio | Stitcher

Evan Friedkin is back on the show four years after his first episode. This time we're going after something every operator does every day: acting on assumptions nobody has ever checked.Evan walks through the assumptions he sees fall apart almost weekly, from "we don't get residents from across the river" to comp sets built on billboards and gut feel. We get into:how combining your own data with market data shows who's really winning your leadswhy most teams only revisit assumptions after a leadership changethe two words that should set off an alarm bell in every strategy meetingKey Takeaways:Your comp set might be wrong. One operator found that only 2 of the 5 competitors taking most of its leads were actually on its list."We don't get residents from that side of the river" is testable. Check whether your competitors do.To see who you're really losing to, pair your first-party data (CRM, EHR, financials) with third-party market data.Don't wait for a new executive to question the defaults. Revisit key assumptions on a regular cadence.When you hear "I feel like," you're hearing an assumption.Notable Quotes:"If you're saying 'I feel like X,' that means you're making an assumption." - Evan Friedkin"Why do we need to wait for a major event like a leadership change to revisit some of these assumptions?" - Evan Friedkin"If it's easy to test, we should." - Evan FriedkinMentioned in This Episode:Occulytics: https://www.occulytics.comEvan Friedkin on LinkedIn: https://www.linkedin.com/in/evanfriedkin/Raising Tech, powered by Parasol Alliance: https://raisingtech.buzzsprout.com/1992084About Evan FriedkinEvan Friedkin is Head of Growth at Occulytics, a data analytics and AI platform built for senior living. He oversees sales, marketing, and customer success. Evan entered the industry in April 2019 as employee number six at Roobrik. He spent six years there building the sales team and helping operators have better conversations with prospects. After Aline acquired Roobrik, he served as Vice President of Sales and got a broader view into dining and operations. In 2026, he stepped back to find the tech company he believed would go the distance, and he landed at Occulytics.

On this episode of the Insurance Coffee House, Nick Hoadley is joined by Robert Salamon, Co-Founder and Managing Partner, and Anthony Recine, Managing Director, Investments, at BHMS Investments, a Connecticut-based private investment firm focused on the North American lower middle market.Robert explains how BHMS has evolved since he co-founded the firm in 2010. While its team and investment capacity have grown, the firm has maintained a concentrated, high-conviction approach centred on service-oriented businesses, active partnerships with management teams and the conservative use of leverage.Anthony reflects on joining BHMS in 2016 as the firm prepared to raise its first institutional fund. He discusses how the firm's experience and resources have developed while its approach to selecting investments, constructing its funds and working with management teams has remained consistent.The conversation explores how insurance became a significant area of focus for BHMS. Robert explains why insurance brokerage initially stood out as an attractive investment opportunity, with strong customer retention, recurring revenue, clear value across the supply chain and significant scope for consolidation.BHMS made its first insurance brokerage investment in 2011 and continued building experience through investments including The Hilb Group, PCF Insurance Services, Inszone Insurance Services and King Risk Partners. Over time, the firm's understanding of the wider insurance ecosystem led it into insurance business process outsourcing, MGAs and technology-enabled insurance platforms.Nick, Robert and Anthony discuss how BHMS has refined its investment strategy as competition and capital entering the insurance sector have increased. Robert explains why the firm does not simply follow the areas attracting the most private equity interest. Instead, it looks for opportunities where its existing knowledge can provide an advantage and where there remains a clear, executable path to value creation.They also examine how BHMS's approach to insurance brokerage has developed from traditional aggregation strategies towards more integrated operating models. Robert explains why integration can allow a business to pursue smaller acquisition targets, access a more fragmented part of the market and reduce its reliance on sellers remaining with the organisation over the long term.Anthony discusses what BHMS looks for in prospective management partners. Alongside an attractive industry and a credible investment plan, the firm considers trustworthiness, work ethic, ambition and alignment. For acquisition-led brokerage strategies, management teams must also understand the commitment involved in completing transactions and building a much larger organisation.The conversation considers how evaluating an MGA differs from evaluating a retail brokerage. Anthony explains the importance of understanding why the MGA exists, what gives it a distinct understanding of the risks it underwrites, the size of its addressable market and whether its operating model can remain defensible as larger competitors enter the sector.Nick and Anthony then discuss what BHMS contributes beyond investment capital. As the first institutional investor in many of its portfolio companies, the firm may initially operate as an outsourced M&A resource before helping the organisation establish its own acquisition capabilities.However, completing acquisitions is only one part of the work. Anthony explains how BHMS supports management teams as they bring separate businesses into a more cohesive organisation. This can include developing accounting, payroll and benefits infrastructure, consolidating carrier relationships, implementing an enterprise-wide CRM, standardising processes and workflows, improving reporting and introducing consistent technology and training.The discussion also explores the challenges that emerge at different stages of growth. New platforms must first establish credibility and demonstrate that they can complete and integrate acquisitions successfully. As the business grows, it must recruit leaders capable of operating at a larger scale while managing the cultural and organisational impact of bringing multiple businesses and teams together.Anthony explains why people, culture and change management are central to building a successful insurance platform. The organisation needs people with the technical ability to develop its systems and processes, as well as the emotional intelligence required to work effectively through a period of significant change.The conversation then turns to BHMS's investment in Boost Insurance. Robert and Anthony explain how Boost supports insurance programmes across areas including capacity, regulatory requirements, policy administration and data. They discuss how its technology helps brokers, MGAs and other distribution partners launch and manage programmes more efficiently while providing reinsurers with timely and detailed information.Nick, Robert and Anthony also consider the role of technology across insurance distribution. They discuss why technology is more likely to strengthen the work of brokers and advisers than remove the need for them, particularly in commercial insurance where clients continue to value specialist guidance, coverage advice and support during a claim.Robert explains why integrated insurance businesses may be particularly well positioned to benefit from new technology. Consistent data, standardised workflows and shared systems make it easier to introduce tools that improve both customer-facing services and operational efficiency.The episode closes with Robert and Anthony addressing common misunderstandings between private equity firms and insurance executives. Robert explains that a private equity investment does not always require an exit after a predetermined number of years and discusses BHMS's approach to finding a suitable future partner with the involvement of the management team.Anthony reflects on what investors can underestimate about insurance. He explains why insurance businesses cannot be assessed purely through systems, processes and financial performance: their greatest assets are their people. Investors must also understand the differences between specific geographies, products and customer segments, as these can expose a business to risks that are not immediately apparent from the broader stability of the insurance market.Learn more about Robert Salamon and his work at BHMS Investments, or connect with Robert on LinkedIn.Connect with Anthony Recine on LinkedIn to follow his work across insurance investment, transactions and portfolio development.Learn more about BHMS Investments.The Insurance Coffee House Podcast is brought to you by Insurance Search.We are a global Insurance Executive Search Consultancy, supporting Insurance and Insurtech businesses to attract and retain the very best insurance talent.Find out more about showcasing your employer brand as a guest on the Insurance Coffee House Podcast or sign up to our News and Insights.Or follow us on LinkedIn, Twitter or Instagram.Insurance Executive Search Consultants in USA, London and Bermuda.Copyright Insurance Search 2025 - All Rights Reserved.

Want our guidance to build and run your own marketing engine? Book a call with our team: https://www.contractordynamics.com/yt-page/?utm_source=YouTube&utm_medium=Description&utm_campaign=9.29.26Get our FREE marketing course for contractors here: https://course.contractordynamics.com?utm_source=YouTube&utm_medium=Description&utm_campaign=9.29.26If you're spending real money on marketing every month, and it feels chaotic, if you don't know what's producing your best jobs, you're not going to be able to scale your business without scaling that chaos right along with it.In this episode, Joe walks through a real situation we're seeing right now with an ambitious roofing owner. Multiple agencies, a real budget, big growth goals, and no real visibility into which campaigns are working.It's one of the most common patterns we run into, owners who are doing a lot, but can't see what any of it is producing.You'll learn what real marketing visibility looks like, why tracking and weekly accountability matter more than ad spend alone, and why you can't hit an aggressive growth goal without a real handle on your numbers first.Book a clarity call with our team. We'll help you map out what you need, and what you don't, so you can grow with confidence.Key Takeaways for Contractors✔️ Why scaling chaotic marketing can grow revenue without growing profit✔️ The hidden risk of agencies running ads in their own accounts instead of yours✔️ How the owner becomes the bottleneck when they're also the marketing manager✔️ Why a CRM that doesn't integrate makes marketing ROI nearly impossible to track✔️ The marketing equation that lets you pour fuel on what's working✔️ Why weekly ad optimization and an in-house marketing manager matter for rapid growthKey Timestamps00:00 Turning marketing chaos into clarity00:23 An ambitious owner aiming to go from $3M to $7M00:57 Flying blind with agency-run ad accounts01:49 Why the owner is the bottleneck to growth02:29 The CRM and tracking cracks in the foundation05:25 Too many marketing subcontractors, no cohesive strategy05:59 The marketing equation behind profitable growth07:56 The two-pronged plan to fix itIf you want to learn how Contractor Dynamics helps roofing companies build tracking systems that connect marketing activity to revenue, watch this free video that walks through our entire system:https://www.contractordynamics.com/training/?utm_source=YouTube&utm_medium=Description&utm_campaign=9.29.26Ready to trade guesswork for clarity?Schedule a Marketing Clarity Call with our team and we'll show you what's working, what's wasting budget, and what needs to be built so you can scale your roofing company without scaling the chaos.

Carolyn Woodard covers a question many nonprofits keep putting off: how do you create an AI policy when you are short on time? Whether your organization is embracing AI or has decided not to use it at all, you need a written policy, because AI is already arriving inside the tools you pay for.First, two news items with nonprofit connections. The Gates Foundation has committed $1 billion to AI for health workers, farmers, and teachers, including work to make AI tools function in languages that are poorly represented today. Carolyn looks at why some tribal and small language communities see AI as a way to preserve their languages, while others are rightly skeptical about who owns their data and culture. Common Sense Media also named former Google trust and safety leader Tom Siegel as executive director of its Youth AI Safety Institute, funded in part by Anthropic and the OpenAI Foundation.Then Carolyn walks through practical steps for building a policy, and explains where Community IT stands: we support nonprofits that choose AI and nonprofits that choose not to, and we want any use to be secure.This episode covers:Why every nonprofit needs an AI policy, even if that policy is that you do not use AI. Microsoft, Google, Zoom, your CRM, and nearly every other tool keeps adding AI, and staff need to know what to do when an update arrives.Tips to build a policy: designate an AI owner, a person or small team with an executive champion and a board connection, and hold listening sessions with staff, leadership, and the board to surface opinions, skill levels, ideas, and mission-specific concerns before you write anything.What a policy outline should cover: principles, examples of what you will and will not use AI for, approved uses and tools, a process for resolving questions and revising the policy, and standards for disclosing AI use.How AI connects to cybersecurity through two risks and one benefit: better scams and deeper fakes coming in, oversharing through free AI tools going out, and AI that can help a small team find security gaps when used carefully.Why training and review matter as much as the document: common scenarios, a light quiz that confirms staff know who to ask, a culture with no dumb questions, and a revisit at least twice a year.Resources Mentioned:SNL Weekend Update, Dario Amodei sketchGates Foundation $1 Billion Equitable AI CommitmentTom Siegel Joins the Youth AI Safety Institute, Common Sense MediaTemplate, Acceptable Use of AI Tools in the Nonprofit Workplace, Community ITMission Aligned AI Adoption Model for Nonprofits, Community ITBlog: Three Filters for Mission-Aligned AI Decision Making, Community ITNew every Tuesday. _______________________________Start a conversation :)Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/email Carolyn at cwoodard@communityit.comon LinkedIn on reddit/r/nonprofitITmanagementon the Community IT websiteThanks for listening. 

Kako je moguće da maleni softverski projekt u manje od godinu dana postane vodeći sustav u svojoj branši širom Balkana pa sve do Švicarske? U ovoj novoj epizodi podcasta ugostila sam Dunju Deket, IT poduzetnicu čiji se rad nalazi na samom spoju tehnologije, razvoja biznisa, prodaje i marketinga. Dunja se bavi građenjem digitalnih proizvoda i biznisa: od prepoznavanja prilika na tržištu i razvoja brenda, do prodaje, rada s klijentima i skaliranja. Jedan od projekata iza kojih stoji je upravo Andrea 360, regionalna SaaS platforma i specijalizirano CRM rješenje za fitness, wellness i beauty industriju. U razgovoru smo se dotaknule toga kako su fitness centri, wellness centri i spa centri prepoznali vrijednost ove platforme, ali i kako je Dunja, koju najviše pokreće proces stvaranja - od prve ideje i testiranja na tržištu do izgradnje proizvoda koji imaju svoje korisnike i prostor za rast - prebrodila vlastite blokade prema prodaji te kroz kontinuiranu edukaciju i promjenu mindseta ostvarila strelovit poslovni uzlet.Osim tehničkih i strategijskih aspekata koji direktno utječu na prodaju i održiv rast prihoda, otvoreno smo razgovarale i o izazovima koji prate naglo skaliranje poslovanja. Dunja je sa mnom podijelila svoje uvidje o reorganizaciji osobnih prioriteta, upravljanju svakodnevnim izazovima bez žrtvovanja privatnog mira, promjeni odnosa s okolinom te važnosti nagrađivanja same sebe na tom putu. Ako te zanima kako vrhunsko CRM rješenje pomaže da wellness centri, spa centri i fitness centri unaprijede svoje poslovanje, ili tražiš konkretnu inspiraciju kako da prodaja i rast prihoda postanu prirodan rezultat tvog predanog rada, sigurna sam da će ti ova epizoda donijeti neprocjenjive lekcije.Ukoliko želiš planiranje pretvoriti u svoj najsnažniji alat za osobni rast i napokon ostvariti ciljeve bez odgađanja vlastitog života, klikni na link i pridruži mi se u edukaciji Mentor pri ruci https://saraperanic.com/mentor-pri-ruci/U epizodi ćeš saznati:Kako je nastala i skalirala platforma Andrea 360: Put od studentskog projekta do vodećeg sustava koji transformira poslovanje za fitness centre, wellness centre i spa centre širom Balkana i Švicarske.Koje su 3 ključne stvari preokrenule Dunjinu prodaju: Kako prijeći put od početnika u prodaji do zatvaranja velikih klijenata kroz izlaganje, edukaciju i novu percepciju prodajnih razgovora.Zašto je prodaja tvoja dužnost prema klijentu: Kako promjena fokusa sa vlastitog srama na potrebe idealnog klijenta izravno donosi rast prihoda.Kako se nositi s promjenom okoline pri skaliranju biznisa: Istina o filtriranju prijateljstava, postavljanju zdravih granica i prihvaćanju podrške obitelji bez traženja njihove poslovne potvrde.Metodu silaznog planiranja za očuvanje unutarnjeg mira: Kako svakodnevno „gašenje požara“ promatrati iz ptičje perspektive i izbjeći sagorijevanje dok gradiš veliku tvrtku.Važnost nagrađivanja same sebe na putu rasta: Zašto je materijalna nagrada važan podsjetnik na to koliko si napredovala i koliko dopuštaš sebi da zaslužuješ uspjeh.Dunju možeš zapratiti:https://www.instagram.com/andrea360_app/?hl=hr

O Kit do Vendedor Organizado, baixe GRÁTIS aqui: https://crmdojordao.com.br/kit-vendedor-organizado O CRM do Jordão é o CRM que vende junto com você. Vem conhecer aqui: www.crmdojordao.com.br Aprenda o passo-a-passo para fazer chover clientes na sua vida. O Vendedor Rainmaker: Aprenda em 3 dias o que levaria 30 anos para você aprender. Curso de vendas presencial com o Jordão https://www.ovendedorrainmaker.com.br Não pode vir no curso presencial ? Inscreva-se no Vendedor Rainmaker ON-LINE e AO VIVO: https://www.ovendedorrainmaker.com.br/online Para contratar o Jordão para palestrar no seu evento vai aqui: https://www.ricardojordao.com.br/ Assine GRÁTIS a JordãoVerso, a newsletter do Jordão, vai aqui: https://jordao.substack.com/ Vem ser ALUNO on-line do Jordão no VENDAS CURA TUDO. A escola de vendas onde você aprende a vender com alma e verdade. Onde vender é servir, e servir é transformar. Vamo ai? Vai aqui: www.vendascuratudo.com.br COMPRE AGORA o e-book MESTRE DAS MENSAGENS do Jordão. O Guia Definitivo para Mensagens que Fecham Vendas. Mais de 100 Templates Prontos para Transformar Seu Processo de Vendas – Da Prospecção ao Pós-venda. Para comprar vai aqui :https://www.vendascuratudo.com.br/mestre-das-mensagens  

In this episode of The Private Equity Podcast, Alex Rawlings is joined by Dan Bernoske, Founder and CEO of Cortado Group, to explore how private equity firms and portfolio companies can strengthen go-to-market performance while effectively leveraging AI.Dan explains why speed matters after an acquisition, particularly when assessing commercial talent, and why firms need to separate emotional attachment to legacy teams from objective performance data. He also explores the importance of treating CRM systems as strategic infrastructure rather than simply another piece of technology.The conversation then turns to AI. Dan shares practical applications for using call transcripts to coach sales teams at scale, improve qualification, identify performance trends, and ultimately increase win rates. He explains why successful AI adoption starts with the business problem—not the technology—and why portfolio companies should build a strong proprietary “context engine” around their CRM data, call transcripts, buyer personas, and historical wins and losses.Dan and Alex also discuss how AI is changing organizational design, allowing salespeople to spend more time building relationships with buyers while technology handles lower-value tasks. Crucially, Dan warns against viewing AI as a replacement for human salespeople: poorly deployed automation can damage relationships and even burn entire territories.Key Takeaways• Move quickly when evaluating commercial talent, but understand where founder-led strengths still create value.• Build the sales process first and configure the CRM around it—not the other way around.• CRM data integrity is essential for reliable pipeline visibility and forecasting.• Use AI to analyze sales calls, improve qualification, and deliver coaching at scale.• Create a proprietary context engine before becoming overly dependent on any single AI model.• Redesign roles by identifying tasks AI can handle while allowing people to focus on empathy, listening, trust, and relationships.• Don't automate bad processes. Strong sales fundamentals remain essential regardless of the technology.Timestamps00:00 – Introduction to Dan Bernoske and Cortado Group00:57 – Where PE firms and portfolio companies move too slowly02:54 – Warning signs that commercial talent needs replacing04:37 – Three fundamentals of an effective CRM06:34 – How AI can transform go-to-market strategy08:21 – Using AI to analyze sales calls and coach teams09:46 – Measuring qualification frameworks such as BANT11:45 – ChatGPT, Claude and choosing AI technology13:14 – The three foundations for successful AI implementation13:40 – Building a proprietary AI context engine15:03 – How AI is reshaping organizational design16:34 – Why empathy and relationships remain human advantages17:24 – The biggest mistakes companies make with AI18:20 – Why replacing sales reps with AI can burn territories19:18 – Freeing sales teams to spend more time with buyers21:14 – Dan's recommended AI and professional-services resources23:13 – Why portfolio companies may need an AI innovation advisor23:42 – How to connect with DanRaw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

This episode explores Brazil's sudden ban on the regulated betting industry, the political motivations behind it, and its potential impact on the market, sports, and illegal betting activities. Experts discuss the legal, economic, and social implications of Lula's decision and what the future might hold for Brazil's gambling landscape.Key TopicsBrazil's sudden ban on regulated betting industryPolitical motivations behind Lula's decisionLegal and economic implications for operatorsImpact on sports sponsorship and football clubsRise of illegal betting market post-banFuture prospects for gambling regulation in BrazilHost: Fernando NoodtGuests: Lucia Gando & Ted MenmuirProducer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

Was ist ein Unternehmen eigentlich wirklich wert – und wie viel davon macht der reale Kundenstamm aus? Bei einer Unternehmensbewertung schauen Gutachter längst nicht mehr nur auf die reinen Finanzzahlen.In dieser Folge beleuchten wir, wie Kundenbeziehungen, Loyalität und datenbasierte Potenziale messbar in den Unternehmenswert einfließen. Erfahre, warum der echte Wert oft tief im CRM vergraben liegt und wie man Kundendaten sauber bewertet, statt sie nur zu verwalten.

Philippe explique pourquoi, lorsqu'il arrive dans une entreprise, sa première décision est justement de ne pas chercher à tout changer immédiatement. Avant de parler stratégie, il commence par observer, analyser et régler quelques problèmes très concrets du quotidien : une machine à café en panne, une photocopieuse qui fonctionne mal… Des « quick wins » simples qui lui permettent de gagner rapidement en crédibilité auprès des équipes.Il prend ensuite le temps de rencontrer individuellement chaque salarié pour comprendre sa vision de l'entreprise, ce qu'il apprécie, ce qu'il voudrait changer et comment il perçoit le marché. Dans le cadre d'une croissance externe de 50 salariés, cela signifie pour lui consacrer une heure à chacun avant de construire la suite.Une méthode de management fondée sur l'écoute, la confiance et les petites victoires avant les grandes transformations, à découvrir dans l'épisode complet.

This post looks at paid advertising on Facebook and Instagram, run through Meta Ads, and where it fits for a small recruitment, search or staffing business. It’s the paid companion to our earlier episodes on organic Instagram and Facebook. The short version is this: Meta ads can be genuinely useful, but they’re rarely the right first move for winning cold clients. The reach is real. Meta’s planning tools suggest advertisers can potentially reach around 38.8 million people on Facebook and 35.5 million on Instagram in the UK alone, with similar coverage across the US and Australia. But reach is not the same as attention, and neither is the same as someone being in a hiring mood. Facebook and Instagram are places people go to switch off, which makes Meta a discovery channel rather than an intent channel. That single distinction shapes everything else. We cover the four jobs Meta does well for recruiters, candidate attraction, retargeting, waking up your database, and getting a useful resource into the right hands, alongside what good recruitment creative looks like and the honest answer to whether Meta can win you clients. It can contribute, mostly by warming people up rather than closing them, but a cold ‘book a call’ advert to strangers rarely works. We also cover the money and the measurement: budgets, how long to give a campaign, and why chasing the cheapest lead is a false economy. We’re clear throughout about what the data does and doesn’t show, including where reliable UK and Australian recruitment benchmarks simply don’t exist. And we give you permission to skip the channel entirely if it doesn’t suit your business. What You Will Learn in This Post What Meta ads is, and how the paid side differs from organic posting on Facebook and Instagram Why reach on these platforms is not the same as buying intent, and what that means for recruiters The four jobs Meta ads genuinely does well for a recruitment business What separates recruitment adverts that get noticed from ones that get scrolled past The honest answer on whether Meta can win you cold clients How much to budget, how long to wait, and why lead quality matters more than cost per lead Who should skip Meta ads altogether A recruitment owner said something to me recently that sums up how many people feel about Facebook advertising. He’d put a small daily budget behind a ‘We’re hiring’ post, waited a couple of weeks, and got very little back. His conclusion was simple. Meta ads don’t work for recruitment. I understand why he’d think that. But it isn’t quite right. What happened is that he asked the wrong channel to do the wrong job for the wrong audience, in the wrong way. Once you understand how paid advertising on Facebook and Instagram really works, that becomes a very fixable problem. This is the paid side of Meta. We covered organic Instagram and Facebook, the posting and the profiles, earlier in this series. Today is about paying for reach and where that money is best spent for a recruitment, search, or staffing business. What are Meta ads  Meta owns both Facebook and Instagram. Meta ads is the system you use to pay for reach across both platforms from one place, through Ads Manager. You choose a goal, choose who you’d like to see your advert, supply the words and pictures, set a budget, and then Meta’s system decides who to show it to. That last part matters more than it used to. Meta’s delivery is now heavily AI-led, which means your detailed targeting choices act more as suggestions than strict rules. The platform tries to find whoever is most likely to give you the result you asked for. That has a big consequence, which we’ll come back to: the quality of the information you feed the system matters more than the cleverness of your targeting. The reach is real, and so is the catch Let’s start with the thing everyone leads with. Scale. In the UK, Meta’s own planning tools suggest an advertiser can potentially reach around 38.8 million people on Facebook and 35.5 million on Instagram. In the US, the figures are roughly 198 million and 182 million, and in Australia around 17.7 million and 15.2 million. These come from DataReportal’s Digital 2026 reports, drawing on Meta’s planning data from late 2025. Instagram’s reachable audience is also growing faster than Facebook’s. Now the catch, because it’s the whole game. These are estimated advertising audiences, not counts of real, active users. Meta itself is clear that the figure is not a proxy for how many people really use the app, and that it moves around for technical reasons that have nothing to do with more or fewer real people. So ‘can reach’ is not ‘is paying attention’, and it’s a long way from ‘is in a hiring mood’. It helps to think about how people use these apps. In the UK, Ofcom’s Online Nation 2025 report found people spend, on average, around 43 minutes a day on Facebook and Messenger, and around 20 minutes a day on Instagram. That’s real time and real attention. But it’s leisure time. Family photos, Reels, hobby groups, holidays, football. For context, Meta’s family of apps reached an average of 3.60 billion daily active people in June 2026, and Instagram passed 2 billion daily users in mid-2026. Those are global, family-wide figures, not Facebook-and-Instagram-only numbers and not country-level advertising reach, so they’re best treated as background rather than something to plan around. Discovery, not intent This idea explains almost everything else. Facebook and Instagram are discovery channels. People are there to switch off, not to buy recruitment. Compare that with LinkedIn or search, where someone is much closer to a work frame of mind. It’s worth being precise about who is reachable, without falling into lazy generalisations. Facebook’s audience includes a large share of working-age adults aged 35 and over, among them managers and hiring decision-makers. In the US, Pew Research found adults aged 30 to 49 were the most likely age group to use Facebook. Instagram reaches a higher proportion of younger adults, with use strongest among those aged 18 to 29. The point is not that one platform is for older adults and the other for young people. The point is that being reachable is not the same as being ready to buy. A hiring manager can be sitting right there in the audience and still have no interest in a recruitment pitch while they’re scrolling in the evening. None of this makes Meta useless. It makes it a discovery channel, and that changes what you should ask it to do. How Meta Helps Recruiters Meta ads does four jobs genuinely well for a recruitment business. Candidate attraction. This is Meta at its strongest. Job seeking happens in the evenings and at weekends, outside professional networks. Facebook has huge reach among working-age adults, and Instagram and Reels let you show what a role or a workplace is really like. If you recruit in volume, or locally, or into roles where people decide on their phone, care, hospitality, logistics, construction, manufacturing, and early-career technology and digital, it can be a very cost-effective way to be seen by the right candidates. Retargeting. This is the one most recruiters underuse. Retargeting means showing adverts to people who’ve already interacted with you. They visited a job on your website, watched most of one of your videos, opened a form, or downloaded your salary guide. They already know you exist, and a well-timed reminder does far more than shouting at strangers. Waking up your database. You can take your own lists, your candidates, your past clients, the people who came to a webinar, and, where you have the right permissions, show them adverts directly through Custom Audiences. Most recruitment businesses are sitting on a database they barely speak to. One word of care: using your own data like this comes with real privacy obligations. You need a lawful basis and a clean process. Don’t skip that part. Getting a useful resource into the right hands. This is the one we’d most want you to take away. Not ‘book a call’, but a genuinely useful thing: a salary guide for your niche, a local hiring report, a short guide on why offers are being turned down, or a webinar on what’s changing in your sector. You advertise the resource, the people who want it give you their email to get it, and you’ve turned rented attention into an audience you own. Our Marketing Trends Report works the same way. What good recruitment creative looks like A generic vacancy graphic with a logo and a salary gets scrolled past. The adverts that stop people do one of four things: teach something useful, name a specific problem, show real proof with permission, or make the next step genuinely easy. So ‘the three salary trends affecting data engineers in Manchester this quarter’ works far better than ‘we are hiring’. And short, native vertical video matters more than it did. Meta’s current guidance points to 9:16 Reels, and a 20- to 40-second specialist insight recorded on your phone is often more persuasive than a polished, generic corporate film. Can Meta win you clients? The honest answer is that it rarely does on its own, and rarely from a cold start. But it can play a real part. It contributes to client work by warming people up, not closing them. Picture the sequence. A hiring manager sees your useful salary guide. Another week, they see a short video of you explaining something smart about their market. Weeks later, they get an email from you or a note on LinkedIn, and this time your name is familiar. You didn’t win that client on Facebook, but Facebook did some of the early groundwork. It goes wrong when a small business expects a cold advert to do the job of a proper conversation. ‘We recruit accountants, get in touch’ means nothing to someone who’s never heard of you and wasn’t thinking about hiring. ‘The three things pushing up finance salaries in your city this quarter’ might make that same person stop. One is a pitch; the other is useful, and useful travels much farther here. The strongest results come when Meta is one part of a joined-up approach: useful content, Meta distribution, retargeting, email nurture, and LinkedIn or direct outreach, with fast follow-up behind it all. The money and the measurement On budget, don’t dip a toe in with a fiver a day and expect to learn anything. Meta’s own guidance is that where you set a cost-per-result goal, your daily budget should be at least five times that goal. A five-pound target cost per result implies a daily budget of at least twenty-five pounds. A serious test needs enough spend to produce real evidence, not just a few clicks. Give a lead campaign enough time to run properly. Meta suggests aiming for 50 or more conversions a week, with performance often improving after the first two weeks and a sensible minimum run of around three weeks. For a niche recruiter with a smaller audience, that volume isn’t always achievable, so judge results over weeks, not days. On quality, this is the point that saves the most money. If you tell Meta to find you the cheapest possible leads, it becomes very good at finding people who fill in forms cheaply and are worth nothing to you. Meta’s own figures show that when you feed the system information about which leads turned out to be good ones, through the Conversions API for CRM, cost per quality lead fell by around 21 per cent on Instant Form campaigns and around 9.5 per cent on website-form campaigns, compared with optimising for volume. Feed it the outcomes that matter. A word on benchmarks, and what the data won’t tell you It’s worth being straight about this. Reliable, like-for-like 2025 to 2026 Meta cost benchmarks, broken out separately for the UK, the US and Australia and specifically for recruitment B2B client acquisition, do not exist in the public data. Anyone quoting you a precise ‘cost per recruitment client’ from Facebook is guessing. The most-cited dataset is WordStream and LocaliQ’s 2025 Facebook Ads benchmarks, which are US and cross-industry. Their broad ‘Career and Employment’ category showed an average click-through rate of 2.81 per cent, an average cost per click of 0.86 US dollars and an average cost per lead of 17.64 US dollars. Treat that as rough US context only. It is not a UK or Australian figure, it is not a recruitment B2B benchmark, and a cheap form-fill is not a placement. Two advertiser examples illustrate how the levers behave, though they are not results you should expect. A B2B company, BLISS, found a shorter Instagram lead form produced 2.5 times the conversion rate and a 40 per cent lower cost per lead than a longer one, although the longer form gave higher-quality leads. Another, Appsee, reported 3.4 times higher click-through and a 25 per cent lower cost per qualified lead from Instagram Stories. Mechanisms, not guarantees. Whatever you run, measure the right things. Not just reach and cost per lead, but qualified leads, booked meetings, job orders, placements, revenue and gross profit. That’s the difference between a campaign that looks busy and one that pays. A note on compliance Recruitment advertising isn’t just a marketing exercise. Employment adverts sit within Meta’s Special Ad Category, which limits some targeting options, and any use of client or candidate data in Custom Audiences needs a lawful basis under UK GDPR and the equivalent rules in the US and Australia. This post is marketing guidance, not legal advice, so take specialist advice for your own circumstances. When to leave it alone Some recruiters should skip Meta ads altogether, and that’s a perfectly good answer if you run a small, confidential senior-search business, where the roles are rare and discretion matters; public advertising on Facebook is usually the wrong tool. Your work happens through relationships and direct approaches, not lead forms. If you can’t yet say clearly who you help and what makes you different, sort that out first. An advert only amplifies your message; it can’t rescue a fuzzy one. And if you don’t have the capacity to follow up leads quickly, or a proper page to send people to, don’t start yet. There’s no prize for being on every channel. The prize is being good on the few that suit your business. What to do this week If you’re curious but cautious, don’t launch a cold campaign at strangers. Start where the warmth already is. First, take a resource you already have, or could make in an afternoon- a salary guide, a short market report, a hiring checklist for your niche- offer it, and let people swap their email for it. Second, if you’ve got a bit of website traffic or a following, set up a simple retargeting campaign so the people who already brushed past you keep seeing you. Both are low-risk; they build something that lasts, and they teach you how the platform behaves before you ever try anything colder. Remember the pattern: Meta rewards useful, and it rewards warm. Get that right, and it stops being a money pit and starts being a proper part of your marketing. Thanks Denise The post Meta Ads for Recruitment: What Facebook and Instagram Advertising Can and Can’t Do appeared first on Superfast Recruitment.

Host Jason Pereira interviews Practifi founder/CEO Adrian Johnstone about how Practifi has evolved for a post-GenAI world, launching a second product, Sentir, alongside its existing Naya platform. Johnstone explains Practifi's OEM approach on Salesforce (platform-as-a-service, not a simple industry overlay) and why bolting AI onto a traditional navigation-led CRM is limiting, leading to a “burn the boats” redesign. Sentir is positioned as an AI-native CRM with a digital workforce of 16 agents, native ingestion of email and call transcripts, role-specific insights for advisors, operations, and executives, and auditable, citation-backed outputs to address regulated-industry trust and compliance concerns. They discuss structured vs. unstructured data, deterministic vs. probabilistic AI, risks of fragmented point solutions and “vibe-coded” layers, the importance of robust APIs, and objections to variable AI consumption pricing in favour of predictable subscription use.Episode Highlights:00:00 Welcome Back Adrian00:35 Naya Versus Sentir01:39 Salesforce OEM Difference03:23 Why Rebuild For AI06:59 Giver, Not Taker CRM08:37 Burn The Boats11:19 Digital Workforce In Action13:56 Audit Trails And Trust15:14 AI Pricing Debate20:36 MCP Versus APIs24:24 Vibe Coding Risks32:42 Small Firms Big Power33:27 Sixteen Agent Categories37:13 Final Three Questions38:56 Wrap Up And GoodbyeResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPractifi LinkedIn - Adrian Johnstone's LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Getting started with Claude Code and agentic AI doesn't require a technical background, as Henry Lopez and applied AI specialist Colin Rhoades explain the shift from AI chatbots to AI agents that complete tasks for your small business. Show Notes Page: https://www.thehowofbusiness.com/622-claude-code-agentic-ai/ You don't need a technical background, or to have ever written a line of code, to get started with agentic AI. Henry Lopez is joined again by his son-in-law Colin Rhoades, a corporate AI and data analytics specialist, for a primer on the shift from AI chatbots to AI agents that can actually get work done for your small business. Most business owners have tried ChatGPT, Claude Chat, or Gemini by now, and those tools are genuinely useful.  But there's a newer, less familiar layer: Agentic AI, tools that don't just answer a question but go do the work to implement it. Understanding the difference, and knowing how to take the first step, matters right now, because the businesses that start experimenting are the ones that will get the leverage first. Colin's analogy captures the shift well: chatbot AI is like having a very smart consultant or research assistant at your fingertips, while agentic AI is more like giving that consultant a desk, access to your tools, and an assignment to go do. An AI chat gives you answers. Agentic AI gets things done. The clearest example in the episode is Henry's daughter Makena's business, Final Curtain Finishing, a needlepoint finishing service with a Shopify ecommerce site. Native Shopify isn't built for configured products, so the site needed custom HTML code. Makena has no coding background, but using ChatGPT and then Claude Code, she generated that code herself with plain English instructions. This was work that otherwise would have cost thousands of dollars in outside development. Now that Claude Code is connected directly to her Shopify account through a connector, it can read the site's configuration and make changes on its own based on her instructions. That connection is the real unlock: Agentic AI plugged into or connected to your systems (a CRM, email, a Shopify store, QuickBooks) can do its own lookups and extracts instead of you exporting reports and pasting screenshots into a chat window. Colin saw this firsthand the first week he connected Claude Code to his company's CRM: the manual process of finding a report, exporting it, and cleaning the data disappeared, and he could go straight to deciding what the data meant. But getting started doesn't mean diving in blind. Henry and Colin both stress starting with controlled access and a human in the loop, the same way you'd onboard a new employee, and expanding autonomy only as trust builds. As Colin put it, "the goal isn't AI can do everything, it's having an AI that you can trust to do one defined task well." And getting started is simpler than it sounds: pick one repetitive task you already understand, document it (even just by speaking it into Claude), and teach the AI that one process first. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

Cardano and Midnight had a packed week heading into Token2049, with practical updates across builder funding, stake pools, wallet recovery, developer tooling, payments, privacy apps and enterprise custody. Peter covers the Alpha Growth RFP, EMURGO stake pool handover, SecondFi recovery status, Max Weber's Cardano and Midnight API work, Chatsoon testing, Noctis launches, Midnight events in Singapore, Barça Fan Lab, Fireblocks support for Cardano Native Tokens, Catalyst Pilot 2026 and the latest Cardano Venture Hub cohort.The episode focuses on what these updates mean for builders and users: where affected SecondFi wallet users stand, why unified Cardano and Midnight APIs matter for AI agents, how privacy and selective disclosure could make Midnight useful, why Fireblocks support changes enterprise access to Cardano native assets, and how new funding cohorts are pushing stablecoins, identity, payments, lending and real-world adoption.Peter also gives a personal view on the proposed stakePoolTargetNum change from k=500 to k=1000 and how a sudden shift could affect ADAOZ delegators and small pool operators. The goal is to help viewers catch up on the week's major Cardano and Midnight developments without treating any of it as financial advice.Chapters:0:00 Cardano and Midnight week0:30 Alpha Growth RFP1:10 EMURGO stake pools3:21 SecondFi recovery update6:02 Cardano Midnight API9:03 Building Chatsoon13:01 AI agent payments14:25 Noctis launchpad16:56 Midnight at Token204917:54 Barça Fan Lab21:10 Fireblocks on Cardano23:31 Catalyst Pilot teams27:23 Cardano Venture Hub29:26 K parameter debate34:43 Wrap upWhat you'll learn:- Alpha Growth's RFP is open for builders from Cardano and other ecosystems who want to bring new products into the Cardano ecosystem.- EMURGO's stake pools are moving to Shunsuke Murasaki, giving delegators a reason to check where their ADA is staked and whether they want to redelegate.- SecondFi recovery work is still underway, with Peter explaining the expected recovery process, missing staking rewards and unresolved Midnight claim questions for affected wallets.- ODATANO and Max Weber's work aims to make Cardano and Midnight accessible through one API, including AI-agent flows, x402 payments, local signing and Midnight proofs.- Chatsoon has expanded from a simple event networking CRM into an app with contact scanning, follow-ups, Cardano wallet ideas and a potential Midnight privacy identity layer.- Noctis is preparing Midnight-style privacy token launches, which Peter frames as powerful but also harder for retail users to inspect compared with transparent on-chain launches.- Fireblocks support for Cardano Native Tokens gives exchanges, banks and fintechs a familiar custody and policy-control layer for Cardano assets.- Catalyst Pilot 2026 and Cardano Venture Hub cohorts show more funding and accelerator activity around stablecoins, identity, lending, payments, healthcare and supply chains.Links & References:Chatsoon Testing Instructions:- https://link.learncardano.io/rFG31x- https://link.learncardano.io/Uas23gEmurgo Stakepools:- https://link.learncardano.io/0TcWjcSecondFi Update:- https://link.learncardano.io/xXxFfmCardano Midnight API for Agentic Payments:- https://link.learncardano.io/3xBmCT- https://link.learncardano.io/GpJ3QV- https://link.learncardano.io/643BBv- https://link.learncardano.io/iiTcibADA and Agentic Payments:- https://link.learncardano.io/XpVQ9qNoctis Launchpad:- https://link.learncardano.io/olsUIM- https://link.learncardano.io/GXPpBTMidnight at Token2049:- https://link.learncardano.io/0XF9J5Barca FC Fan Site:- https://link.learncardano.io/aCODfX- https://link.learncardano.io/vt9kgR- https://link.learncardano.io/yNqIx7Fireblock on Cardano:- https://link.learncardano.io/ByH6JbCatalyst:- https://link.learncardano.io/IUWT2B- https://link.learncardano.io/CTGoriVenture Hub:- https://link.learncardano.io/kMA4sGGovernance Action to increase K to 1000:- https://link.learncardano.io/znVznE- https://link.learncardano.io/w2HbhNWebsite: https://link.learncardano.io/bQ68RcX/Twitter: https://link.learncardano.io/3a1QtvDisclaimer: This content is for educational purposes only. Nothing constitutes financial advice.DISCLAIMER: This content is for informational and educational purposes only and is not financial, investment, or legal advice. I am not affiliated with, nor compensated by, the project discussed—no tokens, payments, or incentives received. I do not hold a stake in the project, including private or future allocations. All views are my own, based on public information. Always do your own research and consult a licensed advisor before investing. Crypto investments carry high risk, and past performance is no guarantee of future results. I am not responsible for any decisions you make based on this content.

What if the best thing you could do when an internet lead comes in is NOT immediately pick up the phone? Give me 60 seconds. In this episode of Dealer Talk with Jen Suzuki, I'm breaking down how I approach internet leads before the first call ever happens and why great salespeople don't just call leads. They call stories. Where does the customer live? Have they bought or serviced with you before? Have they submitted other leads? What do the CRM notes tell you? What are they driving now? What might have brought them back into the market? Those clues change the conversation. We'll get into why salespeople become too attached to one VIN, how to ask questions that open up more possibilities, how to make an appointment actually worth leaving home for, and why your text and video strategy should sell something customers can't find on your website: YOU. Because customers have plenty of cars, inventory and information. What they don't have everywhere is someone who understands them, makes the process easier and gives them a reason to trust where the conversation is going. Before you dial the next internet lead, read the story. You'll ask better questions, show you value and appreciate people and create an appointment with a whole lot more value.

We would love to hear from you! Text "BBMFAM" to (312) 300-1300.Businesses do not stay relevant by doing the same thing forever.In this episode of Black Businesses Matter, Larvetta L. Loftin-Arnold, CEO of The L3 Agency, explores what it means to pivot with purpose and build a business that can adapt to changing technology, customers, markets, teams, and communities.In this episode, you'll learn:[01:44] Why pivoting can be a strategic part of sustainable business growth[05:57] How systems, CRM, AI, and technology can improve efficiency and effectiveness[07:52] Why continuous learning and team development matter as businesses evolve[09:38] How changes in your workspace, operations, and organizational culture can support growth[15:05] How to choose social media and content platforms based on business goals instead of trends[16:51] Why storytelling, multimedia, and culturally relevant content can strengthen visibility[20:18] Why diverse and underrepresented business stories deserve greater visibility[24:28] Why Black businesses matter as employers, mentors, economic contributors, and community assets[28:05] Why cultural relevance, equity, and perception matter to business impact[31:22] Why social capital can matter more than follower count[33:03] How customer and community feedback can help businesses make better decisionsThis season also marks an evolution for Black Businesses Matter, with expanded storytelling, video content, and conversations focused on Black business growth, entrepreneurship, leadership, technology, economic opportunity, culture, and community development.If you're a Black business owner, entrepreneur, founder, executive, professional, or community leader navigating growth and change, thispodcast offers a practical perspective on staying relevant, making intentional pivots, and building a business that continues to create value.Black Businesses Matter is about more than celebrating businesses. It's about understanding Black entrepreneurship, business growth, economic opportunity, community, culture, and the people shaping what comes next.ABOUT LARVETTA L. LOFTIN-ARNOLDLarvetta L. Loftin-Arnold is a marketing strategist, communications leader, and entrepreneur with 30+ years of experience.After developing multicultural campaigns for brands including McDonald's, Toyota, General Motors, and Verizon, she founded The L3 Agency in 2000.Under her leadership, The L3 Agency evolved from an experiential marketing firm into a strategy and thought leadership agency. The firm secured Verizon as its first Midwest agency of record, managing the partnership for five years. Since 2019, the agency has become a recognized leader in the utility and energy sector, providing strategic community outreach and public relations services throughout Chicago and the North Shore.Larvetta combines strategic insight, authentic storytelling, and community engagement to help organizations build meaningful connections with diverse audiences and create lasting business and social impact.Support the showJOIN THE BBM FAMStay connected for exclusive announcements and special offers by texting: "BBM FAM" to 312-300-1300CONNECT WITH BLACK BUSINESSES MATTERWebsite: TheL3Agency.comInstagram: @blackbusinessesmatterpodcastLinkedIn: The L3 AgencyTikTok: @blackbusinessesmatterpod Follow Black Businesses Matter on Instagram and join the conversation around Black entrepreneurship, business growth, community, leadership, and economic opportunity.Share this episode with a founder, business owner, colleague, or community leader who could find value in it.

#395 | Dasha sits down with Freya Ward, Associate Managing Director at Headley Media, to talk about why MQLs get a bad rap and what to do about it. Freya explains why the problem is usually the framing rather than the tactic, how renaming MQLs changes how sales handles them, and what you should rename them to. They also get into how to run a workshop that aligns the team on what counts as a qualified lead, and three specific fixes you can make today for better sales and marketing alignment. Show notesGareth James at Hallam on getting brand investment signed off by finance directors: https://hallam.agency/blog/investment-for-brand-how-to-get-sign-off-from-finance-directors/Timestamps: (00:00) - Why Freya quit marketing to join the sales team (09:02) - Is the MQL actually dead? (10:02) - Rename the MQL to qualified outbound leads (11:22) - Why every marketer has speak the sales, finance, and other department's languages (16:47) - Three rituals that keep sales and marketing aligned (20:47) - Build your MQL definition from deals that closed (24:43) - Why Dasha's BDs report into marketing (26:26) - Fix #1: make lead rejection a required CRM field (31:46) - Fix #2: assign someone to nurture dead leads (38:00) - Fix #3: pilot alignment with one SDR Join 50,0000 people who get Dave's Newsletter here: https://www.exitfive.com/newsletterLearn more about Exit Five's private marketing community: https://www.exitfive.com/***Brought to you by:Optimizely - the AI platform for marketers. Build your own AI agents or pull from a directory of 50+ pre-built ones for marketing use cases. Their new Virtual Teammates can join meetings, complete tasks, support campaigns, and keep your website optimized. Learn more at optimizely.com/exitfive.Webflow - A website platform built for the agentic web, letting modern marketing teams build fully custom sites that perform in AI search with no developer needed. Learn more at webflow.com/for/exitfive.Zoom Webinars & Events – The virtual event platform built to help B2B marketers run webinars that actually drive pipeline, with branded registration pages, live engagement features, and built-in tools to repurpose sessions into clips and content. Learn more at zoom.com/exitfive.Compound Growth Marketing - A full-funnel demand gen agency helping high-growth cybersecurity and enterprise software companies show up earlier in the buying journey, combining AEO, modern paid advertising, and a dedicated go-to-market engineering team. Podcast listeners get two free media planning sessions to find out what channels are driving the best ROI. Learn more at compoundgrowthmarketing.com/exitfive. ***Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.They give you unlimited podcast editing and strategy for your B2B podcast.Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.Visit hatch.fm to learn more

In today's Cloud Wars Minute, I look at how Salesforce plans to unleash trapped data, make software do more of the work, and expand beyond its CRM roots.Highlights00:03 — Had some time to digest the big things that happened at Salesforce's recent Dreamforce event, and I wanted to share with you some thoughts of what I think are the five big takeaways from that big combination of Dreamforce, AI partnerships, and Salesforce moving in some new directions outside the traditional CRM space.00:40 — The big promise that I took away from it was that it is going to unleash trapped data within Salesforce systems and other systems. This is a promise that business people have been hearing about, but not necessarily seeing delivered, for quite a long time.02:02 — And Marc Benioff made a big promise about this: that this age of software doing a little bit but not quite enough, and forcing humans who want to get higher output to do more and more of that work to get the higher output, is going to be over.02:38 — I think Salesforce is ready now, with the rise of AI, with some new technologies like AIforce, with some new partnerships I'm going to talk about, I think it's going to spread beyond the traditional CRM boundaries. It'll still, of course, be a major player in CRM, but I think it's going to move into some other areas as well.04:38 — And finally, Mark Benioff's Q&A with OpenAI CEO Sam Altman was absolutely priceless. Altman's one of the creators of the "Let's Slow Things Down" idea and that whole model. And I think Benioff's careful but straightforward, very simple questions really forced Altman to describe in plain language what OpenAI intends to do. Visit Cloud Wars for more.

More real estate leads will not automatically fix a real estate business that is already leaking opportunity.If you're a real estate agent doing 5–10 deals a year and your pipeline feels inconsistent, the first question should not always be, “Where can I buy more leads?”The better question is:Do I actually have a lead problem, or do I have a process problem?In this video, I break down how I would look at a real estate business before spending more money on lead generation, why follow-up and conversion matter just as much as lead volume, and how to tell when you've actually earned the right to scale a lead source.Because a lead is not a closing.It's an opportunity to start a conversation.And if the business is not consistently turning opportunity into conversations, appointments, clients, and closings, adding more volume can simply make the leak more expensive.We also talk about why “bad leads” are not always the full story, why fast response is only the beginning of good follow-up, and how to decide whether the right move is more opportunity or a better process.More leads can grow a good system. They don't create one.

Most salespeople shudder at the mention of CRM software. Why? Because too many platforms are implemented as administrative surveillance rather than tools that empower human connection.In this practical archive episode of Connected Leadership Bytes, Andy Lopata sits down with John Maguire, Regional VP of Sales at SugarCRM. John demystifies the real purpose of Customer Relationship Management, comparing great technology to a local butcher who greets you by name, anticipates your order, and spots when something is amiss.Addressing the staggering 37% global customer churn rate, John explores why disjointed systems alienate once-loyal buyers and how leaders can drive genuine software adoption by embedding data capture into the natural "flow of work." From the critical distinction between fear of missing out (FOMO) and the "fear of messing up" (FOMU) to the principles of ethical selling, John explains how technology should support human intimacy rather than automate it away.What You will Learn From This EpisodeThe Butcher Shop Test: What a small local business can teach multi-million-pound enterprises about customer intimacy and CRM value.The 37% Churn Leak: Why failing to connect customer service platforms with sales data leads to invisible customer losses.The "Single Truth" Mandate: Why senior leadership must live and breathe the rule that "there is only one truth, and that is in the CRM."FOMO vs. Fear of Messing Up: What recent sales research reveals about why buyers freeze, and why human rapport is the only antidote. Actionable InsightsIntegrate Data into the "Flow of Work": Stop forcing your team to do manual admin at the end of the day. Equip them with mobile tools, card scanners, and automatic logging so capturing meeting notes is seamless. Show sales reps the direct personal value of the data (such as automated daily priority lists) rather than framing it as executive oversight.Anchor Urgency to the Client's Timeline: Never push artificial sales deadlines based on internal quotas. Ask deep, empathetic questions to tease out the client's real timeline (e.g., contract end-of-life dates, system launches) and work backward to create a shared implementation schedule that serves their business outcomes.Start the Relationship After the Signature: Shift your organisational mindset so that contract signing is the beginning of the relationship, not the finish line. Schedule regular, value-driven check-ins throughout multi-year contracts so renewals and referrals happen naturally as a matter of course.Connect withAndy LopataJohn MaguireSugar CRM

O Kit do Vendedor Organizado, baixe GRÁTIS aqui: https://crmdojordao.com.br/kit-vendedor-organizado O CRM do Jordão é o CRM que vende junto com você. Vem conhecer aqui: www.crmdojordao.com.br Aprenda o passo-a-passo para fazer chover clientes na sua vida. O Vendedor Rainmaker: Aprenda em 3 dias o que levaria 30 anos para você aprender. Curso de vendas presencial com o Jordão https://www.ovendedorrainmaker.com.br Não pode vir no curso presencial ? Inscreva-se no Vendedor Rainmaker ON-LINE e AO VIVO: https://www.ovendedorrainmaker.com.br/online Para contratar o Jordão para palestrar no seu evento vai aqui: https://www.ricardojordao.com.br/ Assine GRÁTIS a JordãoVerso, a newsletter do Jordão, vai aqui: https://jordao.substack.com/ Vem ser ALUNO on-line do Jordão no VENDAS CURA TUDO. A escola de vendas onde você aprende a vender com alma e verdade. Onde vender é servir, e servir é transformar. Vamo ai? Vai aqui: www.vendascuratudo.com.br COMPRE AGORA o e-book MESTRE DAS MENSAGENS do Jordão. O Guia Definitivo para Mensagens que Fecham Vendas. Mais de 100 Templates Prontos para Transformar Seu Processo de Vendas – Da Prospecção ao Pós-venda. Para comprar vai aqui :https://www.vendascuratudo.com.br/mestre-das-mensagens  

Send us Fan MailYou can feel it when someone has actually built a home care agency the hard way and kept it growing for years. Mark Dermont, a seasoned Touching Hearts franchise owner in New York, joins us for a candid look at what happens behind the scenes: the first-year stress of no paycheck, the “always on” on-call phone, and the unglamorous work of learning elder care and earning trust one relationship at a time.We dig into home care marketing and referral strategy with real specificity, including the referral sources that consistently produce high-quality cases: private geriatric care managers, discharge planners and social workers in short-term rehab, and key contacts inside senior living communities. Mark also draws a clear line between community relations and true sales, explaining why being liked and being effective are not the same thing. If you've ever hired a “networker” and wondered why the phone still isn't ringing, this conversation gives you a better hiring lens.Then we get tactical with sales KPIs, CRM-based accountability, and what “fast response” really looks like when families are in crisis. Mark shares how his team works to book face-to-face intake quickly, why qualified leads are the metric he watches hardest, and how to sell value even when you are not the cheapest agency in town. We also talk resilience during unexplained revenue dips, scaling across multiple offices, and using diagnostics to figure out whether a plateau is a process problem, a people problem, or both.If you want smarter growth in private duty home care, hit play, take notes, and share this with an owner who's stuck. Subscribe, share the episode, and leave a review with the one change you're making after listening.Visit our website at https://asnhomecaremarketing.comGet Your 11 Free Home Care Marketing Guides: https://bit.ly/homecarerev

Stop blaming the market for your lack of deals. If you are constantly hopping from cold calling to direct mail to PPC in search of a magic pill strategy, you are actively sabotaging your own success. In this episode, Mark Stubler cuts through the noise to deliver a necessary truth, real estate wholesaling is nothing more than a marketing and sales business, and a tough market simply exposes mediocre execution.You will learn why you must specialize before you diversify, how to properly track your sales funnel using the L.O.A.C. method, and the exact seven-step blueprint to pull your next massive deal out of the leads you already have. Be a part of the TTP training program now.---------Show notes:(0:00) Beginning of today's episode(0:54) The #1 mistake new wholesalers make is by looking for a secret strategy(2:55) The harsh reality and why wholesaling is purely a marketing and sales business(4:12) Why you must track your L.O.A.C. (Leads, Opportunities, Appointments, Contracts)(5:10) Specialize before you diversify and the danger of switching marketing channels(7:11) The massive difference between trying cold calling and building a cold calling machine(8:35) Why getting a seller to say yes is only the beginning(10:48) Why your next deal is likely already sitting in your CRM pipeline(12:00) The 7-Step Blueprint to find your next wholesale deal----------Resources:Joe Homebuyer FranchisingTo 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 TribeWant to know how top real estate wholesalers and investors are finding and closing deals in today's market?Join Brent Daniels, Todd Toback, Logan Fullmer, Gal Shmukler, Ryan Zolin, Brandon Jarvela and Brian North LIVE in Phoenix, October 8–9. Learn what's working now with MLS deals, novations, title deals, multifamily, raising capital, sales and negotiation.Seats are limited! Reserve yours before they're gone: https://www.wincsuperstarretreat.com/

In this episode, David and Mitch break talk about the season no one wants to talk about. We all get tired, we all feel like we've had enough sometimes, but you have to overcome it when it comes to running that small business. You've got this. 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: FieldPulse Summer Promotion: Until the end of September 2026, 10% of the base price for a year and free pricebook upload and 1on1 help. https://landing.fieldpulse.com/thevoid-tradewins TW Job Calculator APPS Not ready for a full blown CRM but need to invoice from your phone? This is the APP! https://play.google.com/store/apps/details?id=com.tradewinsconsulting.jobcalculator https://apps.apple.com/us/app/trade-wins-job-calculator/id6744992264?platform=iphone 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/ Empower Payments: Need a better credit card processor? These guys are it http://empowerpayments.com/TheVoid Contact us: Mitch Smedley askmitch@mitchsmedley.com David Hilton mitch@tradewinsconsulting.com Mitch on the Planet Tyrus Podcast!!!!! This Plumber Built a Million-Dollar Business in 2 Years | Planet Tyrus

Zvi Band is a founder, software developer, author, and longtime advocate for the power of relationships. He founded Contactually, a personal CRM that he sold in 2019, and is now working on Relatable, an AI-powered relationship management tool designed to help people build and maintain meaningful connections. Zvi and Travis have been connected since the early days of Travis's podcast, making this conversation a reunion focused on relationships, AI, technology, and what it means to stay human in an increasingly automated world. On this episode we talk about: Why human relationships may become even more valuable as AI and algorithms take over more of our daily lives How AI can help you become more present in conversations by automatically capturing and organizing important details Why people should move beyond simply asking AI to complete tasks and instead ask it to identify what it can do for them Zvi's vision of a future where AI agents handle execution while humans focus on ideas, decisions, and relationships How parents can introduce children to AI while encouraging creativity, critical thinking, and technological literacy The potential impact of emerging technologies like AI, quantum computing, and fusion energy Top 3 Takeaways Relationships are a long-term competitive advantage. As more content and interactions become algorithm-driven, genuine relationships and personal trust can become increasingly valuable. Use AI to eliminate busywork, not human connection. AI can capture meeting notes, remember personal details, and handle execution so you can be more present and focused on the person in front of you. Ask AI what it can do for you. Instead of only giving AI specific instructions, give it insight into how you spend your time and ask it to identify tasks, processes, or opportunities where it can help. Notable Quotes "It still does the same thing that you and I care about, which is, you know, be the second brain that helps us build and maintain relationships." "I think moving that stack is really fascinating." "All we have to do is be the people with the idea and making the decisions. And then, yeah, all the execution work is just gonna be done by other things." Connect with Zvi Band: LinkedIn: https://www.linkedin.com/in/zviband/ Instagram: https://www.instagram.com/bemorerelatable/ Other: Relatable | Substack: Your Network Starts With You A Word from Our Sponsors: - The most successful business owners don't do it all themselves — they delegate. Upwork lets you build a team of highly skilled specialists for every function your business needs, so you can focus on what you do best and let experts handle the rest. Visit Upwork.com right now and post your job for free! - Scribe captures workflows as work happens and automatically generates step-by-step guides with screenshots and instructions, so no one has to sit down and write documentation from scratch. Learn more at scribe.how/tmm and mention Travis Makes Money for your first month of Scribe Capture free on select plans. Learn more about your ad choices. Visit megaphone.fm/adchoices