Podcasts about CRM

Today I'm joined by Brian Macdonald, CEO & President of CDK Global. We explore the massive scale of the CDK's automotive data ecosystem and what it means to have a touchpoint with nearly 90% of car owners in the country. Brian breaks down how dealers can transform this historical database into a functional asset to improve operations and capture market share. This conversation reveals the strategic power of connectivity in an increasingly data-driven industry. This episode is brought to you by: 1. Lotlinx - What if ChatGPT actually spoke dealer? Meet LotGPT — the first AI chatbot built just for car dealers. Fluent in your market, your dealership, and your inventory, LotGPT delivers instant insights to help you merchandise smarter, move inventory faster, and maximize profit. It pulls from your live inventory, CRM, and Google Analytics to give VIN-specific recommendations, helping dealers price vehicles accurately, spot wasted spend, and uncover the hottest opportunities — all in seconds. LotGPT is free for dealers, but invite-only. Join the waitlist now @ http://Lotlinx.com/LotGPT 2. OPENLANE - The world's best online dealer marketplace for used cars, bringing you exclusive inventory, simple transactions, and better outcomes. Learn more @ http://openlane.com/cdg 3. Nomad Content Studio - Dealers—big news. CDK just leveled up their CRM in a massive way. We're talking next-gen AI baked right into your daily workflow: Automatically following up with internet leads, surfacing buyer insights, and giving you instant AI-generated summaries of every customer interaction—no more digging through notes. And CRM Video is here. Record, send, and track personalized videos to customers—all inside the CRM. Check out the AI enhanced CDK CRM: Visit @ AI enhanced CDK CRM to learn more. Check out Car Dealership Guy's stuff: For dealers: CDG Circles ➤ ⁠⁠https://cdgcircles.com/⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dealership recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgrecruiting.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Fix your dealership's social media ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.trynomad.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For industry vendors: Advertise with Car Dealership Guy ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics: 00:55 What is Google Syndication? 01:35 What are Brian's bold predictions? 02:35 What is the current dealer economy? 04:29 What are the affordability trends? 06:29 How is AI innovating the industry? 07:12 What are CDK's data solutions? 18:31 What are the future industry predictions? Car Dealership Guy Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today's episode continues our 12-part series: 12 Shifts in 2026 for Social Impact. Over twelve episodes, we're unpacking mindset + strategy shifts shaping the future of fundraising, leadership, and doing good in 2026. Explore the series at weareforgood.com/12shifts.Shift 6 / Modernize Individual Giving for Today's DonorIn today's episode, Jon and Becky welcome back Dana Snyder (Positive Equation) and Mike Duerksen (BuildGood) — for a practical, honest conversation about what's changing in donor behavior and what to do about it in 2026.Together, they unpack why the donor journey is no longer linear, why friction in your systems is more expensive than ever, and how monthly giving becomes a risk-mitigation strategy for stability. You'll hear how the first 90 days create “memory structure” for donors, what Mike calls the “forgotten copy” that can make or break trust, and why making generosity visible again can help restore it as a social norm — at home and in your community.If you're ready to remove friction, build trust faster, and create an individual giving strategy that fits how donors actually live and decide in 2026, this one's for you.Episode Highlights:Today's Shifts in Donor Behavior (3:00)Designing a Donor Journey (10:30)Auditing Individual Giving: First 90 Days, Donor Needs & Team Focus (17:30)Case Studies (23:50)Mike and Dana's Playbooks + How to Activate Today (28:20)Dive Deeper: The Monthly Giving Summit (Feb 25, 1:00PM - Feb 26, 4:00PM EST)The StoreHomeboy IndustriesBuild Good Fundraising PodcastEpisode Shownotes: weareforgood.com/episode/676Save your free seat at the We Are For Good Summit

Are you secretly worried your growth will wreck the “family” vibe in your business or that tighter systems will make top talent leave? In this episode, Sivana Brewer interviews Erica Wright, COO of VRA Realty, whose systems-first playbook catapulted the brokerage from 85 to 115 agents, spanning five states.They dig into the raw truth of building infrastructure for explosive scale (without losing loyalty), balancing tough accountability with real compassion, and leading teams remotely while launching new ventures abroad. Discover how Erica harnessed her psychology and sales background to build trust, manage visionaries, and create a culture where hard conversations actually drive growth.Don't miss this episode if you want to avoid costly attrition, burnout, and lost culture. Listen now for exclusive, actionable insights. These proven moves aren't taught anywhere else!Timestamped Highlights[00:00] – Erica's bold entry: transforming chaos into compliance with her first CRM rollout [05:51] – How a psychologist became an operations powerhouse (and opened 8 offices in 6 months) [09:45] – Balancing ambition and deep family ties after personal loss—the surprising lessons for remote executives [13:46] – Color-coded calendars and time-blocking rituals: how Erica runs five business lines from Mexico [16:01] – Her step-by-step playbook for deciding what to delegate, outsource, or tackle solo [19:11] – The “idea overwhelm” dilemma—how to hold visionaries accountable to the real mission [21:37] – Inside the first 90 days: building trust, rolling out new systems, and avoiding agent revolt [25:27] – The truth about “family cultures”: love, accountability, and how to fire without guilt [28:07] – Why being COO feels lonely (and what to do about it, ven if you're building a team abroad) [31:31] – Emotional management, therapy sessions, and creating radical honesty in a high-turnover industry [39:28] – Erica's regrets—and #1 advice for any new COO about setting boundaries with their CEO [41:05] – Her next big move: remote work, funds management, and two brand-new business launchesAbout the GuestErica Wright is the Chief Operating Officer of VRA Realty, a fast-growing boutique real estate brokerage now spanning five states and over 115 agents. Known for her powerhouse systems mindset and global operations expertise, Erica engineered VRA's scale through smart hiring, process revamps, and authentic relationship-building. She brings a rare blend of psychology, direct sales, and hands-on leadership from international markets, transforming loosely organized teams into high-accountability, high-loyalty cultures. Erica is also the founder of Steven's Wings, a nonprofit for underserved youth, and is launching “This Might Be a Bad Idea”—a podcast about life and leadership abroad.

Here’s a question that’ll make your head spin: You just inherited 50 neglected accounts, and your customers feel taken for granted. How do you reposition yourself as a high-value partner instead of just another transactional vendor who’s about to disappoint them? That’s the question posed by Scott Northway, and it’s one of the most common challenges I see in sales today. A new account manager takes over, inherits a book of business that’s been ignored, and now has to figure out how to rebuild relationships with customers who’ve been collecting dust. If you’re nodding your head right now, you’re not alone. Poor account management is quietly bleeding companies dry, and most leaders have no idea how much revenue they’re leaving on the table. The Brutal Truth About Why Customers Leave When we survey customers through our consulting projects with clients who are hemorrhaging accounts, here’s what we find: About 70 percent of the time, customers don’t leave because of price. They don’t leave because of product quality or service issues. They leave because they feel taken for granted. Let me give you a real example. I pay six figures annually for a software program that’s critical to my business. Every time my contract comes up for renewal, it’s like a circus. They fly people in. They wine and dine me. They promise the moon about how they’re going to support us and be our partner. Then once the contract is signed? Crickets. My account manager disappears for three years. If I don’t call them, they don’t call me. And here’s the thing: I actually like my account manager. I genuinely want to work with them. There are products I could buy, optimizations we could make, but I have to do all the work to make it happen. This is insane. And it’s costing companies millions. What Won’t Work: The Rookie Mistakes So you’ve inherited these neglected accounts. Here’s what you absolutely cannot do: Show up on their doorstep apropos of nothing and try to sell them something. If I’m an existing customer doing business with your company, and you show up trying to pitch me without acknowledging the elephant in the room, we’re probably done. It’s rude. It’s bad behavior. And it tells me you’re just like every other transactional vendor who doesn’t actually care about my business. The second mistake is spreading yourself too thin across all 50 accounts without any strategy. You’ll burn out, deliver mediocre service to everyone, and end up losing accounts you could have saved. The Human-to-Human Approach That Actually Works Here’s what does work: Be honest. Be human. Name the problem. Pick up the phone and say something like this: “Hey, I’m your new account manager. I recognize that no one’s contacted you in a while, and I’m sorry about that. I apologize. I’d like to do a fresh start. Would you give me the opportunity to get to know you better and learn about what’s important to you?” That’s it. Simple. Direct. Human. Now here’s the hard part: When you have that conversation, some customers are going to unload on you. If they really have felt taken for granted, they’re going to say some nasty things. They might complain about the last account manager. They might air grievances about problems that have been festering for months. And the most important thing you can do in that moment is shut up and listen. Don’t try to defend the past. Don’t talk over them. Don’t promise you’re going to be so much better than the last person. Just let them get it all off their chest. Let them talk it out, because people like people who listen to them. Then, if there’s something specific you can help them with, don’t make promises you can’t keep. Commit to one thing. Take care of that commitment. Honor it. Build trust slowly. That’s how you become a high-value partner through fanatical prospecting discipline applied to account management. The Smart Way to Triage 50 Accounts You can’t effectively manage 50 accounts with equal attention, so you need to segment fast. Use a simple A, B, C ranking by revenue and risk: A Accounts: Your largest customers or those at highest risk of churn. These get weekly or bi-weekly touchpoints. B Accounts: Solid mid-tier customers with growth potential. These get monthly check-ins. C Accounts: Smaller accounts that are stable. These get quarterly touchpoints. But here’s the secret weapon most account managers miss: Use AI and your CRM data to find the low-hanging fruit. Look for patterns like former buyers who’ve moved to new companies in your territory, customers who mentioned specific challenges in past conversations, or accounts showing signs of expansion readiness. One of the smartest things you can do is ask your AI tools: “Did anyone on this account ever mention their favorite sports team? Do they like to cook? What matters to them personally?” Those human details are gold for building real relationships in sales. The Retention Secret Nobody Talks About Here’s what kills me about account management: Retention is actually easy. If you’re just nice to people, for the most part, they’re going to be nice to you. It doesn’t take grand gestures. It takes consistency. A random text message: “Hey, just thinking about you. How’s everything going?” A quick video message once a quarter checking in. Remembering to ask how their kids’ soccer season went. Sending them an article relevant to their business with a note: “Saw this and thought of you.” Human beings at the core just want to be understood and they want to feel important, like they matter. That’s it. That’s the whole game. Your 30-60-90 Day Stabilization Plan If you’re inheriting neglected accounts, here’s your action plan: Days 1-30: Triage and stabilize. Reach out to every A account with your honest, human approach. Listen more than you talk. Identify immediate fires to put out. Days 31-60: Earn the right to advise. Deliver on your initial commitments. Start providing value without asking for anything in return. Build familiarity and trust through effective sales communication. Days 61-90: Focus on expansion. Now that you’ve proven yourself, you can start identifying opportunities to grow these accounts. But not before. Don’t bite off more than you can chew. Build familiarity, then trust, then earn the opportunity to expand the business. The Bottom Line Stop treating your existing customers like an afterthought. They’re your easiest path to revenue growth, but only if you actually treat them like they matter. Account management isn’t complicated. It’s about being human, being consistent, and actually caring about the people who are already paying you money. So pick up the phone. Send that text. Schedule that coffee. Make the small investments in relationships that compound into massive retention and expansion wins. That’s how you turn neglected accounts into your most profitable relationships. That’s how you build a book of business that actually grows. And that’s how you stop losing customers you already have. Ready to master the prospecting and relationship-building skills that drive account growth? Join us at Sales Gravy Live: Fanatical Prospecting Bootcamp in Atlanta, GA on March 10-11th. Two days of intensive training that will transform how you approach every customer conversation.

What does sales leadership actually look like once the AI experimentation phase is over and real results are the only thing that matters? In this episode of Tech Talks Daily, I sit down with Jason Ambrose, CEO of the Iconiq backed AI data platform People.ai, to unpack why the era of pilots, proofs of concept, and AI theater is fading fast. Jason brings a grounded view from the front lines of enterprise sales, where leaders are no longer impressed by clever demos. They want measurable outcomes, better forecasts, and fewer hours lost to CRM busywork. This conversation goes straight to the tension many organizations are feeling right now, the gap between AI potential and AI performance. We talk openly about why sales teams are drowning in activity data yet still starved of answers. Emails, meetings, call transcripts, dashboards, and dashboards about dashboards have created fatigue rather than clarity. Jason explains how turning raw activity into crisp, trusted answers changes how sellers operate day to day, pulling them back into customer conversations instead of internal reporting loops. The discussion challenges the long held assumption that better selling comes from more fields, more workflows, and more dashboards, arguing instead that AI should absorb the complexity so humans can focus on judgment, timing, and relationships. The conversation also explores how tools like ChatGPT and Claude are quietly dismantling the walls enterprise software spent years building. Sales leaders increasingly want answers delivered in natural language rather than another system to log into, and Jason shares why this shift is creating tension for legacy platforms built around walled gardens and locked down APIs.  We look at what this means for architecture decisions, why openness is becoming a strategic advantage, and how customers are rethinking who they trust to sit at the center of their agentic strategies. Drawing on work with companies such as AMD, Verizon, NVIDIA, and Okta, Jason shares what top performing revenue organizations have in common. Rather than chasing sameness, scripts, and averages, they lean into curiosity, variation, and context. They look for where growth behaves differently by market, segment, or product, and they use AI to surface those differences instead of flattening them away. It is a subtle shift, but one with big implications for how sales teams compete. We also look ahead to 2026 and beyond, including how pricing models may evolve as token consumption becomes a unit of value rather than seats or licenses. Jason explains why this shift could catch enterprises off guard, what governance will matter, and why AI costs may soon feel as visible as cloud spend did a decade ago. The episode closes with a thoughtful challenge to one of the biggest myths in the industry, the belief that selling itself can be fully automated, and why the last mile of persuasion, trust, and judgment remains deeply human. If you are responsible for revenue, sales operations, or AI strategy, this episode offers a clear-eyed look at what changes when AI stops being an experiment and starts being held accountable, so what assumptions about sales and AI are you still holding onto, and are they helping or quietly holding you back? Useful Links Follow Jason Ambrose on LinkedIn Learn more about people.ai Follow on LinkedIn Thanks to our sponsors, Alcor, for supporting the show.

Josh Snow built Snow Oral Care by doing what most entrepreneurs won't: taking on the household-name giants head-on—and bootstrapping his way to nine figures in sales. In this special Money Mondays episode (recorded during the $100M Mastermind experience), Josh breaks down how to win shelf space against “the whole aisle,” why adversity can become your superpower, and what really makes a brand pop when customers walk past Colgate and Crest.He also goes deep on celebrity partnerships (what founders should know before chasing big names), shares his blunt investing filter (“don't do it” unless you can stomach the loss), and explains how to choose philanthropy that actually means something instead of checking a box. And of course—he answers the signature Money Mondays question with an answer you won't forget.Want the systems to turn these lessons into booked calls and consistent revenue? If you're ready to automate follow-ups, capture leads, and keep your pipeline moving without living in your inbox, check out GoHighLevel—the all-in-one platform for CRM, funnels, email/SMS, calendars, and automations. Start your free trial or book a quick demo using the link in the show notes.

AI is everywhere right now and for a lot of nonprofit leaders, it feels equal parts exciting and overwhelming. In this episode, Woodrow Rosenbaum Chief Data Officer, GivingTuesday) and Elizabeth Kelly (Head of Beneficial Deployments, Anthropic) bring in a refreshing, human-first conversation about what it actually means to build AI fluency in the nonprofit sector.This isn't about becoming a prompt expert or chasing the latest tool. It's about learning when AI can help, when it can't, and how to use it responsibly in ways that strengthen trust, decision-making, and mission impact. Together, they unpack why AI fluency is quickly becoming the new digital literacy and how nonprofits can move forward without fear, hype, or burnout.You'll walk away with practical insights on how to:Shift from “should we use AI?” to “how do we use it responsibly and well?”Build AI fluency as an organizational muscle, not a one-time trainingStart small with AI by improving one painful workflow at a timePut guardrails in place around privacy, bias, and human reviewAvoid using AI just to do the same work faster and instead focus on better outcomesCreate shared learning and trust so teams experiment without fearIf you've been waiting for permission to go slow, ask better questions, and lead with intention, this one's for you.Episode Highlights: Understanding AI Fluency and Its Importance (02:17)The Role of Data in Nonprofit AI Adoption (05:10)Real-World Applications of AI in Nonprofits (07:40)Launching Claude for Nonprofits (10:38)Building Trust and Responsible AI Use (13:24)Governance and Oversight in AI Implementation (16:27)Elizabeth + Woodrow One Good Thing (22:54)Dive Deeper: AI Fluency Course (Anthropic)Fundraising.aiEpisode Shownotes: www.weareforgood.com/episode/675Save your free seat at the We Are For Good Summit

The GovClose Certification Program is a one-year, implementation-driven system for people who want to win contracts, consult, or become elite federal sales professionals.https://www.govclose.comMost businesses don't lose government contracts because they lack experience.They lose because they don't build the daily habits required to win.In this video, former U.S. Air Force acquisitions officer Rick Howard breaks down the 3 habits that consistently separate companies that win federal contracts from those that stall, chase RFPs too late, or burn out.Rick managed $82B+ in government contracts and now trains business owners, consultants, and sales executives on how to build predictable federal pipelines.This video shows exactly what top performers do every single day.If you sell to the government—or want to—this is mandatory.What You'll Learn1. Why sales—not tech—determines GovCon success2. How to find government opportunities before RFPs are released3. Why Sources Sought matter more than proposals4. The CRM discipline most GovCon teams ignore (and pay for)5. The silent habit that kills otherwise successful contractors6. How to avoid costly mistakes caused by partial knowledge7. Where smart contractors look to stay ahead of funding shiftsChapters00:00 – Why most government contractors fail01:00 – Rick Howard's background in federal acquisitions01:30 – Why sales must come before delivery02:15 – Habit #1: Daily GovCon lead generation02:45 – Finding Sources Sought early03:45 – Going beyond SAM.gov04:45 – The most dangerous GovCon bad habit06:15 – Habit #2: Working your pipeline daily07:30 – Pipeline size vs. close rate08:45 – How opportunities should actually be tracked10:30 – Habit #3: Avoiding ignorance in GovCon11:30 – Using federal news to uncover opportunities14:15 – How people monetize GovCon expertise15:00 – GovClose overview & next stepsWatch These Instructional Videos on YouTube Next (Highly Recommended)▶️ From Shark Tank to SAM.gov – Interview with Greg Colemanhttps://youtu.be/oIdPtgCq4PY▶️ The Highest Paying Certification You've Never Heard Ofhttps://youtu.be/hPI72mtfmds▶️ From a Job That Pays Crazy… to Government Contractinghttps://youtu.be/1SuQ215qOY0

Client testimonials are GOLD for your family photography business, but most photographers only use them once and then forget about them. In this episode of The Systems and Workflow Magic Podcast, I'm breaking down six strategic ways family photographers can reuse client testimonials across their entire client journey so they actually do the heavy lifting in your marketing.This episode was inspired by a real conversation in The Family Photographer's Marketing Society, and I'm giving you a behind-the-scenes look at how I coach my students to think like a marketer rather than relying on memory or random posting.If you've ever shared a testimonial on Instagram Stories and hoped for the best, this episode will change how you see testimonials forever.Resources & Links Mentioned In This Episode▸ Read the full blog post that goes with this episode (that way, you get all the links mentioned): https://systemsandworkflowmagic.com/reuse-client-testimonials-family-photographers/▸ The Family Photographer's Marketing Society: https://systemsandworkflowmagic.com/the-family-photographers-marketing-societyConnect with Dolly DeLong Education

Episode Title: Peaceful Rain to Help Study ConcentrationDescription: In this episode, we dive into the soothing sound of rain and how it can boost your focus while studying. Discover how the gentle rhythm of rainfall creates a calming atmosphere that helps reduce distractions and improve concentration. We also share tips on using rain sounds effectively in your study routine to enhance productivity and maintain a peaceful mindset.Remember to take moments of calm during your busy day — even a few minutes with the sound of peaceful rain can reset your mind and sharpen your focus.Join us next time as we continue exploring simple ways to bring more calm and relaxation into your life.DISCLAIMER

Welcome to episode 314 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken is joined by brothers Hayden and David Haskins, co-founders of SPEED.AI, a platform built to solve one of the most expensive and overlooked problems in law firms: lost leads during intake. The conversation dives deep into how AI can finally give law firm owners real visibility into what actually happens on intake calls, why traditional call audits fail at scale, and how missed details on a single call can mean losing six- or seven-figure cases. Hayden and David explain how SPEED.AI analyzes every intake call in real time, flags "lead leaks," rescues rejected cases, and gives firms a second chance to capture revenue they already paid to generate. What you'll learn in this episode:   Intake as a Hidden Revenue Leak - Why firms lose valuable cases during intake without realizing it - How small mistakes on calls can cost six- and seven-figure fees AI-Powered Lead Rescue in Action - Identifying rejected or mishandled calls that should have been signed - Recovering high-value cases within minutes of the intake ending Why Traditional Call Audits Fall Short - The limits of manual reviews and CRM records - How AI provides real visibility into what actually happens on calls Improving Intake Performance at Scale - Using call analysis to coach agents and spot training gaps - Tracking performance trends without listening to hours of recordings Maximizing Marketing ROI Through Intake Optimization - Protecting the leads firms already paid to generate - Why intake efficiency matters more than ever in a competitive market Resources:  Website: https://speed.ai LinkedIn: https://www.linkedin.com/company/tryspeedai Facebook: https://www.facebook.com/tryspeedai Instagram: https://www.instagram.com/tryspeedai Additional Resources:    https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind https://calendly.com/jenna-pilmma/strategy-session-with-pilmma AI for PI Expo:   www.pilmma.org/ai-for-pi-expo

Almost one year ago, we recorded our 100th episode, and as a thank you to you, our amazing listeners, we loaded the episode with 33 actionable tips you can use immediately for when you are feeling overwhelmed, stuck, or like you're spinning your wheels in your elopement photography business. And while this episode was recorded a year ago, all of these tips still hold true today.    We cover mindset, marketing, gear, client experience, and planning so you can work smarter, not harder.   We've been in your shoes and know the challenges of running an elopement photography business, and we want to help make it easier for you.   Ready to make running your business easier? Hit play now!   Resources mentioned in this episode: Get 20% off Dubsado, my favorite CRM for managing your contracts, workflows, and invoices (affiliate link)   Apply now for the Dream Destination Workshop   The 2026 lineup for the Dream Destination Workshop: Alaska: July 12-17, 2026 Iceland: August 2-7, 2026 Switzerland: August 10-15, 2026   Connect with Megan:  

Episode Title: ASMR Rain and Thunder Sounds for a Peaceful Night's SleepDescription:In this episode of Thunderstorm: Sleep and Relax in the Rain, immerse yourself in the calming sounds of gentle rain and distant thunder, perfectly designed to help you drift into a deep, peaceful sleep. Let the natural rhythm of raindrops tapping softly on leaves and the soothing rumble of thunder create a safe haven away from daily stress. Whether you're winding down after a busy day or seeking a tranquil backdrop for meditation, this episode offers a serene atmosphere to relax your mind and body.As you listen, imagine yourself wrapped in a cozy blanket, safe and warm as the rain softly cleanses the world outside. The harmonious blend of rain and thunder invites you to let go of tension and find comfort in nature's lullaby.Tune in, close your eyes, and allow these peaceful sounds to carry you gently to restful sleep.DISCLAIMER

In this Roofing Road Trips® episode, host Megan Ellsworth sits down with Rebecca Mayo, director of partnerships for gFour Marketing to share how contractors can generate more high-quality leads through customer referrals. From turning every project into a marketing opportunity to using your CRM for smarter follow-up, learn how to train your team, reward your best customers and create a referral system that keeps your crews busy all year long. Kick off the new year with a plan built for roofing success.    Learn more at RoofersCoffeeShop.com!  https://www.rooferscoffeeshop.com/     Are you a contractor looking for resources? Become an R-Club Member today! https://www.rooferscoffeeshop.com/rcs-club-sign-up     Sign up for the Week in Roofing!  https://www.rooferscoffeeshop.com/sign-up     Follow Us!   https://www.facebook.com/rooferscoffeeshop/   https://www.linkedin.com/company/rooferscoffeeshop-com   https://x.com/RoofCoffeeShop   https://www.instagram.com/rooferscoffeeshop/   https://www.youtube.com/channel/UCAQTC5U3FL9M-_wcRiEEyvw   https://www.pinterest.com/rcscom/   https://www.tiktok.com/@rooferscoffeeshop   https://www.rooferscoffeeshop.com/rss     #gFourMarketing #RoofersCoffeeShop #MetalCoffeeShop #AskARoofer #CoatingsCoffeeShop #RoofingProfessionals #RoofingContractors #RoofingIndustry 

Attribution has always been a challenge for marketers, and today's internet only makes it harder. Cookie banners frustrate users, bots distort signals, and brands face growing liability for the data they collect. What if there were a way to fix all of this while giving individuals true ownership of their online identities? In this episode, Gabriella Mirabelli speaks with Patrick Moynihan, co-founder and president of Tracer Labs, about Trust ID, a portable, user-owned digital identity built on blockchain technology. Trust ID enables consumers to control consent on a site-by-site basis, reduces friction in online experiences, and provides a digital wallet for secure transactions. For brands, it offers cleaner CRM data, stronger attribution, and less exposure to privacy risks. Patrick shares how the concept evolved from a referral-tracking tool into a potential new standard for digital trust, why adoption is easier than many assume, and what the future might look like if individuals—not platforms—hold the keys to their own data.

In this episode of Owned and Operated, John Wilson sits down with Adam Cherup, a “disaster roofer” who's built a niche, high-margin business installing shrink-wrap temporary roofs after hurricanes, wind events, hail, and fires. Instead of blue tarps that fail in weeks (and often aren't covered more than once), Adam installs a manufacturer-rated wrap that can last up to a year (or longer)—buying homeowners, schools, hospitals, and commercial properties time while insurance claims and full roof replacements drag on.Adam breaks down the economics: 60–80% margins, typical residential jobs around $20K–$30K, and large commercial/school projects in the $150K–$350K+ range (with massive roofs reaching even higher). You'll hear how he gets work (including a key referral partner who pre-positions before storms), why this niche is best paired with an existing roofing operation, and what makes the job uniquely difficult: travel, logistics, training crews, and negotiating with insurers who hate the sticker price—but can't ignore the cost of “future loss.”If you like niche business models with weirdly great unit economics, this one is basically printing money… in a disaster zone.What You'll LearnWhat shrink-wrap roofing is (and why it beats tarps after storms)Unit economics & margins: how this can hit 60–80% gross marginTypical job sizes: $20K–$30K homes, $150K–$350K schools, big commercial upsideHow insurance actually reacts (and how Adam gets paid ~99% of the time)How the work is sold: referrals, pre-storm positioning, and inbound search demand

In this episode of Run the Numbers, CJ sits down with Bruno Annicq, CFO of Wellhub (formerly Gympass), to unpack a practical finance playbook built around cash discipline, sustainable growth, and simplicity. Bruno explains how he rebuilt forecasting using an AI-driven, probabilistic ensemble model, moving teams beyond single-scenario planning. They also dig into his EMPOWER planning framework, usable OKRs, and why tighter alignment between finance, HR, and wellbeing is becoming a durable lever for long-term performance.—SPONSORS:RightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS:Bruno on LinkedIn: https://www.linkedin.com/in/bannicq/Wellhub: https://wellhub.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:“Run Toward a Tough Market” — Developing the Hard and Soft Skills To Be a Great Finance Leaderhttps://youtu.be/iNHbkcG7YEo—TIMESTAMPS:00:00:00 Preview and Intro00:02:19 Sponsors — RightRev, Rillet, Tabs00:06:43 Accidental CFO Origin Story00:07:34 Consulting to Operations Pivot00:08:12 Why Finance Clicked for Bruno00:09:28 McKinsey Prioritization in Real World00:10:02 Eisenhower Matrix and Prioritization00:11:08 Investing in Non-Urgent Work00:13:30 Lessons From AOL Reinvention00:16:10 Sponsors — Abacum, Brex, Metronome00:20:01 Career Growth Through Hard Problems00:20:52 Broadening Skills Through Change00:23:12 Five Core Finance Principles00:24:02 Cash Is King00:25:14 Driving Sustainable Growth00:26:01 No Surprises and Forecasting00:26:07 Finance as Business Enabler00:27:22 Less Is More Philosophy00:28:47 Hardest Principle: Less Is More00:29:46 Deterministic vs Probabilistic Forecasting00:31:11 Marketplace Volatility and Forecast Error00:32:10 Ensemble Models Explained00:33:37 Forecast Accuracy Gains00:34:53 Building Models In-House00:36:46 Why Explainability Matters00:37:48 Empower Framework Introduction00:47:47 Urgency, Compounding, Long-Term Thinking00:48:10 Advice to Younger Self00:50:06 Finance Stack and Expense Stories00:52:51 Credits#RunTheNumbersPodcast #CFO #FinanceLeadership #Forecasting #AIinFinance This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

Episode Title: Peaceful Ambience with Thunderstorm Sounds for SleepDescription:In this episode, immerse yourself in the soothing ambience of gentle thunderstorm sounds designed to help you relax and drift peacefully into sleep. We explore how the natural rhythm of rain and distant thunder can calm the mind, reduce stress, and improve your nightly rest. Whether you're struggling with insomnia or simply want to enhance your bedtime routine, these calming sounds offer a simple and effective way to unwind.Take a moment to pause and enjoy this tranquil soundscape, and let nature's quiet power bring you comfort and serenity.Join us next time as we continue sharing ways to bring calmness and relaxation into your daily life.DISCLAIMER

Episode Title: Relaxing Music with Natural Rain Sounds for SleepDescription:In this episode, we invite you to unwind with a soothing blend of relaxing music paired with the gentle sounds of natural rain. Perfect for easing your mind and helping you drift off into a peaceful sleep, this calming audio experience is designed to reduce stress and promote deep relaxation. Whether you're winding down after a busy day or simply need a moment of tranquility, let these sounds wash over you and create the perfect atmosphere for rest.Remember to give yourself the gift of calm and quality sleep—your well-being will thank you. Join us next time for more peaceful moments on your journey to relaxation.DISCLAIMER

Episode Title: Relaxing Rain and Thunder for Insomnia ReliefDescription:In this episode, we immerse ourselves in the soothing sounds of rain and thunder, perfect for easing insomnia and promoting restful sleep. Discover how the calming rhythm of rainfall combined with gentle thunder can help quiet your mind and create a peaceful atmosphere for relaxation. We also share tips on how to use these natural sounds as part of your nightly routine to improve sleep quality and reduce stress.Make sure to carve out some quiet time each night to unwind with these peaceful soundscapes — it might be the perfect way to gently drift off to sleep and wake up refreshed.Tune in next time as we continue exploring simple ways to bring calm and relaxation into your daily life.DISCLAIMER

Why do Boomers, Gen X, Millennials, and Gen Z respond so differently to the same marketing message? In this milestone 250th episode, the Marketing Guides dive deep into the psychology, values, and trust factors that shape how different generations and cultures make buying decisions. What You'll Discover:

Stability isn't something you earn once you're “big enough” or “finally staffed up.” It's something you design on purpose—or you pay for it later in burnout, panic fundraising, and house-of-cards vibes.In this episode, Brooke Richie-Babbage is back to flip the script on what capacity really means. Capacity is about changing the conditions under which your work happens, so the how of the work gets easier, less fragile + way more sustainable.We're talking broken mugs, creaky floors, cash cliffs, “build years” vs. “growth years,” and why “stability is a leadership choice” might be the most freeing (and challenging) mindset shift you make in 2026. If you've ever thought, “We'll feel stable when we finally _______,” this episode's your loving interruption.You'll walk away with clarity + next steps to build real capacity, including how to:Redefine capacity + stability as design problems, not personal failures → Shift from “I just need the right people / next grant / better tool” to “Where is our organization fragile, and how do we strengthen the container—systems, rhythms, decision-making—so the work doesn't require heroics?”Narrow priorities + clean up decision-making so everything stops bottlenecking at the leader → Get practical about choosing fewer, deeper priorities; naming what you're not doing this year; and mapping who actually owns which decisions—so your ED (or you) isn't secretly holding six out of ten critical calls.Build stability through simple financial + operational rhythms (not just more hires) → Learn how to read your own “financial weather patterns,” plan for cash cliffs before they hit, decouple capacity from FTEs, and tap tools, fractional support, your board + community as legitimate capacity—not just “nice to haves.”Episode Highlights:Dive Deeper: Episode 614: https://www.weareforgood.com/episode/614Episode 464: https://www.weareforgood.com/episode/463Thank you to our partners

Real Estate Leads Go Cold – Paul breaks down why most real estate investors lose deals in the follow-up stage and how better systems can dramatically improve conversions. In this episode, I sit down with Paul from REI Omni Drip to talk about drip campaigns, backend operations, market trends, and why substance-driven follow-up builds trust with sellers over time. We cover real-world investing experience, marketing psychology, CRM automation, and what separates top operators from everyone else in today's competitive real estate market. _______________________________ If you want to learn how to run your business in 5 hours or less.... Go to https://www.5HourBusiness.com Subscribe to my YouTube channel:    / @tonyjavierbiz   And if you're into flying and want to follow my Aviation journey, check out my other YouTube channel at    / @tonyjaviertv   _______________________________ Follow me on Social Media: Tiktok -   / tonyjavier.tv   Instagram -   / tonyjavier.tv   Facebook Personal -   / tonyejavier   Facebook Business -   / realtonyjavier   ________________________________________ If you want to dominate your Real Estate Market with TV commercials, go here: https://www.ClaimMyMarket.com If you want to connect with me and my network, go to https://tonyjavier.com/connect If you want to check out Tony's Real Estate Resources and Vendors go to https://www.TonyJavier.com/resources ________________________________________ Tony is the owner of an INC 5000-rated Real Estate Investment Company. He has been featured in Bigger Pockets, Wholesaling INC, Steve Trang's Real Estate Disruptors, Joe Fairless' Best Ever Podcast, and many other top podcasts and platforms. When Tony is not working on his business, he enjoys flying his plane. You can see videos on that and how he uses airplanes to save money on taxes. Don't forget to like the video, comment, subscribe to my channel, and share this with a friend if I'm doing my job and providing value to you and your network. If I'm not doing my job please let me know in the comments how I can be better, your feedback is greatly appreciated. See you in the next video!

Send us a textIn this episode of The Advanced Selling Podcast, Bryan Neale is joined by the VP of Growth and Marketing at Sendoso, Patricia DuChene, to discuss how intentional gifting can be used as a strategic tool in modern sales. Rather than treating gifts as swag or gimmicks, their conversation reframes gifting as a human-first way to build trust, strengthen relationships, and create influence.Bryan and Patricia explore why the most effective gifting focuses on people, not just decision-makers, and how timely, personalized gestures tied to real moments can open doors that traditional outreach often cannot. They also break down why active listening should be a measurable sales behavior, and how capturing personal details in the CRM enables more authentic, relevant engagement over time.The episode also looks at how gifting fits into execution — from prospecting to post-sale adoption — and why treating it as a consistent activity metric, supported by tools like Sendoso, can be a powerful tool for sales teams looking to stand out without pressure or gimmicks.____Curious about certification in the Blind Zebra Sales Operating System? Learn more here.

Mike Handa's journey from serial entrepreneur to RevOps specialist reveals a critical truth: operational chaos is a choice, not an inevitability. After building three businesses and experiencing the crushing weight of unsustainable work hours, he discovered that solid foundations built from inception prevent the broken processes most entrepreneurs accept as normal. RevOps—generating revenue without friction through aligned business processes—extends far beyond technology; it fundamentally reshapes mindset and organizational culture. Mike's mission centers on proving that business success and personal wellbeing are inseparable, not competing priorities. He deliberately works with mid-sized companies ambitious enough to scale but human enough to preserve genuine connection—rejecting the compartmentalized complexity of enterprise bureaucracy and the denial of early-stage founders. Mike believes that when leaders build operational excellence thoughtfully, they restore the joy and clarity that makes business sustainable. If you're ready to implement a scalable CRM system connecting sales, marketing, and after-sales service, schedule a free consultation with Mike. He'll design a system that amplifies your sales initiatives rather than creating administrative burden. Connect with him on LinkedIn or visit their website to begin building the operational foundation that transforms both your business performance and team wellbeing. For the accessible version of the podcast, go to our Ziotag gallery.We're happy you're here! Like the pod?Support the podcast and receive discounts from our sponsors: https://yourbrandamplified.codeadx.me/Leave a rating and review on your favorite platformFollow @yourbrandamplified on the socialsTalk to my digital avatar Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

While traditional multifamily and commercial real estate markets experience cyclical ups and downs, student housing has consistently demonstrated its counter-cyclical strength — delivering stability and opportunity even in challenging environments. Join host Michael Bull, CCIM, for an insightful conversation with Brent Little of Fountain Residential Partners, a leading voice in the sector. Together, they explore the current state of student housing performance and share forward-looking perspectives on what investors and operators can expect in the months and years ahead. This episode dives deep into key industry drivers, including: •  Debt and equity markets •  New construction trends •  Rent growth dynamics •  Cap rate movements •  Transaction volume •  Enrollment patterns •  Tax incentives •  The growing trend of office-to-residential conversions        •  The current state of the "amenities arms race" Whether you're an investor, developer, or simply looking to better understand this resilient asset class, this discussion offers valuable, timely insights you won't want to miss. TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.com Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/ Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/  

Guest: Samantha Phillips Guest Bio:  Samantha Phillips is the Sales Enablement Manager at SHI International, leading strategic initiatives across Commercial and Public Sector divisions. With over five years of enablement experience in high-volume IT sales, she builds scalable onboarding programs, develops impactful training, and drives process improvements that boost sales performance. Samantha partners with sales and technical leadership to coach enablement teams, ensuring sellers are equipped for success. Her programs have achieved high satisfaction scores and retention rates, reflecting her commitment to results and culture. Samantha is passionate about creating engaging learning experiences and fostering professional growth. She is recognized for her collaborative approach, problem-solving skills, and dedication to elevating sales teams. Connect with her on LinkedIn: linkedin.com/in/phillips-samantha   Key Points: Background & Career Path Samantha Phillips started her career in sales at SHI, not enablement. She transitioned into sales enablement after networking with the enablement team and being encouraged to apply. Her enablement experience includes Sales enablement trainer (onboarding & workshops), Program manager, and Sales enablement manager (for the past 3 years). She values continuous learning and has worked across nearly all aspects of sales enablement.   Why Sales? Samantha entered sales after moving to Austin and being drawn to the energy and culture of sales, the competitive environment, the ability to build her own book of business, the people and fast-paced atmosphere were the biggest drivers.   What Sales Enablement Is (and Is Not) Sales enablement has evolved beyond traditional L&D (Learning & Development). It is no longer just training or professional development. Modern sales enablement focuses on driving the sales process, helping sellers close deals faster, improving sales productivity and developing the right mindsets and behaviors. L&D serves the whole organization; sales enablement is specific to the sales org.   What Sellers Need to Be Equipped for Success The most critical focus is a customer-centric approach. Relationship-building is more important than just "getting the meeting." Sellers should aim to become a trusted resource, not just a vendor, build long-term customer relationships and short-term wins are easy; long-term relationships drive sustainable success.   Cold Calling & Prospecting Philosophy Samantha agrees that meetings matter—but they should be pursued with strategy and value, not just metrics. Effective prospecting requires researching what matters to the customer, understanding why it matters, and clearly articulating value. Cold calling without value is just "throwing things at the wall."   Role of Sales Enablement Tools Tools include CRM, internal systems, data resources, and content. Sellers must first be exposed to tools early (despite information overload). Enablement focuses on high-level understanding of frameworks and strategies and application, especially through role play. Role playing helps sellers sound natural and authentic, avoid reading scripts and build conversational confidence. AI is increasingly used to support practice and application. Skill retention requires ongoing practice—like muscle memory or sports.   Research & Preparation Sellers should deeply research their customer and the customer's customers. Understanding the full ecosystem helps sellers communicate broader value. This approach resembles a modern, automated version of a sales readiness checklist.   Driving Tool Adoption (Especially CRM) Tool adoption fails when middle managers aren't bought in. Success requires buy-in at all levels: Executives, Sales enablement, Middle managers and Sellers. Managers must reinforce tools during one-on-ones and team meetings. Enablement should test tools with pilot groups, gather feedback and adjust based on real usage. Sometimes tools don't fail—they're just being used differently than expected. "Fail forward" and pivot based on how sellers actually work.   CRM Challenges & the Future CRM resistance is common across sales organizations. Current problems include complexity, too many fields/tabs and poor usability. Samantha believes CRM is entering a new phase, driven by AI with more automation, less manual input and more "behind-the-scenes" functionality. The future of CRM should reduce friction for sellers.   What Samantha Loves About Sales Enablement Creativity in approaches and problem-solving Different strengths across sellers, managers, and trainers Freedom to experiment, test, and learn A "fail forward" mindset   What Drives Her Crazy People who don't try or limit themselves Sellers and leaders who stay stuck in their comfort zones Seeing people underestimate their potential Belief that even 1% improvement per day can be transformational   Final Takeaway Growth—in sales and enablement—comes from stepping outside your comfort zone, practicing consistently and being open to feedback and change. Sales enablement succeeds when it blends strategy, application, mindset, and leadership buy-in.   Guest Links: LinkedIn: https://www.linkedin.com/in/phillips-samantha/     About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus, and revenue generation experts. Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. If you are a business owner or sales manager with an underperforming sales team, let's talk. Click here to schedule a time. Please subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Instagram, and check out our website at https://gosalesology.com/. 

Kalena James and Julie Deem are in studio sharing 5 productivity hacks to help you maximize the most out of your day.1. Create a daily task sheet.2. Have hard deadlines.3. Stay focused.4. Put away distractions.5. Do what you can.Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you!Learn more at: https://lyfquest.io/Instagram:USW Podcast ⁠⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠⁠Kalena James ⁠⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠⁠Julie Deem ⁠⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠⁠--------------------------------------------------USW Kokomo ⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠Production by ⁠⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠⁠

Technology Solutions Consultant Aida Dillman with Osaic shares the top 5 things you can do with your CRM to start out the new year in the right direction.  Aida discusses cleanup, security settings, goal evolution and automation. 

If your business only works when you feel motivated… you don't actually have a business.You have a mood-dependent income.And in this episode, I'm breaking down exactly why that's the fastest way to stay stuck—no matter how talented, experienced, or capable you are.This conversation is for the agent or entrepreneur who looks successful on paper but feels frustrated behind the scenes. You know how to work. You know how to sell. You've had good months. But your income still feels inconsistent, emotional, and heavier than it should.This episode isn't about learning something new.It's about seeing something you won't be able to unsee.We're crossing the line from theory into execution and talking about the one thing that quietly determines who scales and who keeps repeating the same year over and over again: the revenue routine.Motivation feels powerful—but routines compound.And once you understand this, everything changes.Things I Cover in This EpisodeWhy Motivation Is a TrapThe hidden cost of relying on motivationHow emotional revenue creates stress, anxiety, and inconsistencyWhy hustle works… until it doesn'tThe Truth About Mood-Dependent IncomeHow talented agents plateau without realizing whyWhy inconsistency isn't a discipline problem—it's a design flawThe relief that comes when you stop blaming yourselfWhat a Revenue Routine Actually IsWhy it's not a to-do list, CRM, or productivity hackThe difference between intentional vs. accidental routinesWhy everyone already has a routine (whether they designed it or not)The 3 Pillars of Predictable IncomeEvery scalable business runs on these—no exceptions:Lead Creation – choosing a few sources and showing up consistentlyFollow-Up – where most money is actually lostBranding – the leverage that works when you're not working

What did you think of todays show??Housing affordability; it's everyone's favorite argument. From Trump's ban on institutional buyers    to what's really driving housing prices, this episode breaks down the numbers people ignore and what, if anything, they mean for investors. You'll also hear how to work your CRM with no marketing spend and win deals when taxes and Medicare premiums are a concern for sellers.Topics discussed:Introduction (00:00)Trump's ban on institution buyers explained (05:46)Why regulations are hard to enforce (09:00)Housing affordability vs. what happens if prices drop (12:25)Who is really driving up housing prices? (16:47)Why housing issues are hard to solve nationally (20:00) Minneapolis: the nuance most people are missing (19:20)How to get deals with no marketing spend (23:20)Strategies that win deals from people on Medicare  (31:46)Sign up to join the FREE Scale Community! https://collectingkeys.com/Want deeper breakdowns like this every week? Subscribe to the Collecting Keys newsletter! https://collectingkeys.com/newsletter/Follow us on Instagram!https://www.instagram.com/collectingkeyspodcast/https://www.instagram.com/mike_invests/https://www.instagram.com/investormandan/https://www.instagram.com/dylan_does_dealsThis episode was produced by Podcast Boutique https://www.podcastboutique.com

Welcome BACK to the Millionaire Car Salesman Podcast; we have completed our Holiday Hiatus and are ready to dominate 2026! In this episode, your hosts LA Williams and Sean V. Bradley pull back the curtain on what's brewing for 2026, and why the next wave of automotive success won't be won by the loudest dealerships, but by the most prepared ones…! "Don't operate out of fear. Don't NOT do something… because you're fearful of what MIGHT or might NOT happen." — Sean V. Bradley They're not just talking about the future of automotive; they're hinting at a few surprises Dealer Synergy is bringing to the table in February at NADA that could change how sales teams train, perform, and sell cars forever! "NADA is our Super Bowl... people literally come from all over the world to learn what we are doing in automotive." — Sean V. Bradley This conversation touches on technology, momentum, and what happens when a dealership stops hoping for better results and starts building a system to produce them on command. If you've been feeling like the industry is shifting faster than most stores can keep up… you'll want to hear what Sean and LA are seeing behind the scenes! Tune in now to get ahead of the game… see you there!   Key Takeaways: ✅ The rollout of Dealer Synergy's new AI-Driven Role-Playing Technology aims to revolutionize training for automotive sales professionals by allowing them to practice in a controlled environment. ✅ Dealer Synergy's outsourced BDC has proven highly successful, extensively increasing sales and offering dealers significant returns on investment. ✅ The importance of attending industry events like NADA to enhance knowledge, build networks, and keep abreast of automotive technologies and trends. ✅ Personalized coaching is emphasized through Bradley on Demand, a platform providing extensive training materials and interactive workshops from industry experts. ✅ Networking and continual learning are key to personal and professional growth in the automotive industry, as habitually exemplified by Dealer Synergy.   About Sean V. Bradley Sean V. Bradley is the President of Dealer Synergy and a leading automotive sales trainer, speaker, and consultant specializing in dealership performance, Internet sales, BDC strategy, and leadership development. As the host of the Millionaire Car Salesman Podcast, Sean helps dealerships increase sales, improve processes, and build high-performing teams through proven training systems, modern technology, and accountability-based coaching. About LA Williams LA Williams is the Vice President of Dealer Synergy, an automotive sales training and dealership performance expert, and co-host of the Millionaire Car Salesman Podcast. Known for his high-energy coaching and accountability-driven approach, LA supports dealerships nationwide by strengthening BDC operations, sales team execution, leadership habits, and customer experience through practical training strategies and measurable performance systems.     Harnessing the Power of AI and Networking to Revolutionize Automotive Sales Key Takeaways Strategic Development through AI: The transition to AI-based training empowers sales teams by significantly enhancing their sales tactics through artificial intelligence-driven insights. Industry Networking at NADA: Participating in events like NADA equips automotive professionals with unparalleled opportunities for networking, skill enhancement, and understanding cutting-edge industry innovations. Outsource Solutions Boosting Sales: Implementing outsourced BDCs and strategic partnerships, such as with Call Source, offers dealerships a substantial boost in sales performance and client engagement. The automotive sales landscape is rapidly evolving, and staying ahead requires not just strategic foresight but also an embrace of innovative technologies and networking opportunities. A recent conversation between automotive experts LA Williams and Sean V. Bradley brought these strategies into focus. Delving into themes such as the implementation of artificial intelligence (AI) for role-playing, the importance of industry networking at NADA conventions, and leveraging outsourced communication solutions, they underscore critical elements poised to revolutionize sales methodologies. Revolutionizing Sales Through AI Training AI's integration into sales strategies is not just a future trend; it is a current necessity. LA Williams and Sean V. Bradley have designed a groundbreaking artificial intelligence role-playing software, tailored specifically for the automotive industry. This software propels training into the future by offering a variety of simulated interactions sales teams can engage with. "There is no other training company that's doing this," remarked Bradley, highlighting the uniqueness of this approach. By utilizing AI, dealerships ensure that their employees are constantly honing their skills. Bradley emphasizes, "Your people don't have to practice with real customers ever again. They don't have to burn through UPS," pointing out the strategic advantage of risk-free practice. The software meticulously tracks performance metrics—such as words per minute, filler words usage, and talk-listen ratios—ensuring that each interaction is optimized. This level of detail not only prepares the sales force but also reduces errors and enhances customer experience, leading to increased sales performance. The Strategic Importance of NADA Networking The NADA Convention serves as a pivotal gathering for the automotive industry, functioning akin to a "Super Bowl" for car sales professionals. It brings together a multitude of stakeholders, offering robust insights into new practices, services, and technologies that define the industry's future. "Nada is where Success," states LA Williams, encouraging everyone from salespeople to executives to seize the opportunities presented at this convention. Sean Bradley recounts his own transformative experiences at NADA, noting, "The reason why I think I was so successful back then is because I was training," during events like these where knowledge exchange is paramount. As Bradley notes, more significant connections and educational opportunities can lead to profound career development and institutional growth. For emerging and seasoned professionals alike, the exchange of ideas, experiences, and contacts at NADA can lead to new partnerships and strategies that drive dealerships forward. Outsourced Solutions Elevating Dealership Performance Outsourcing remains a strategic staple for dealerships looking to enhance efficiency and focus on core competencies. Dealer Synergy's collaboration with Call Source represents a quintessential example of leveraging outsourcing for optimal performance. This partnership sees Dealer Synergy handle BDC operations while Call Source focuses on the service side—merging strengths to unify dealership operations seamlessly. "Our outsourced BDC is going cray cray," enthuses Bradley, attributing a significant boost in dealership outcomes to this operational strategy. He shares successful instances where dealerships experienced a substantial return on investment (ROI) and increased sales, citing a GMC dealership in Ohio responsible for 20 additional vehicle sales thanks to their BDC efforts. This synergy, Bradley shares, is beneficial as it reduces operational burdens on dealerships, allowing them to focus squarely on enhancing the customer experience. As the conversation highlights, a focus on integrating AI-driven training and exploring robust industry networks and outsourcing solutions allows dealerships to maintain a competitive edge. The seamless transition from in-person networking at industry events like NADA to strategic technological adoption showcases a forward-thinking mindset essential in today's market. With the unveiling of AI role-playing tools, robust BDC solutions, and vibrant networking opportunities, the automotive industry is on the cusp of transformative advances. The emphasis on strategic preparedness, continuous enhancement of sales methodologies, and leveraging comprehensive networking opportunities defines industry leadership and charts a course for sustained success.       Resources + Our Proud Sponsors: ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Automotive Sales Mastermind Facebook Group with over 29,000 automotive professionals worldwide. The Millionaire Car Salesman Facebook Group is the go-to community for car salespeople, BDC agents, sales managers, general managers, and dealer principals looking to increase performance, income, and leadership skills. Inside the group, members collaborate daily on automotive sales strategies, lead handling, phone scripts, closing techniques, CRM best practices, dealership leadership, and accountability systems. Learn directly from top automotive trainers, industry mentors, and high-performing sales leaders who are actively winning in today's market. If you're serious about growing your automotive career, increasing car sales, and building long-term success, join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: Dealer Synergy is the automotive industry's #1 Sales Training, Consulting, and Accountability Firm, with over 20 years of proven dealership success nationwide. We specialize in helping car dealerships increase sales, improve processes, and build high-performing Sales, Internet, and BDC departments from the ground up. Our expertise includes automotive phone scripts, rebuttals, CRM action plans, lead handling strategies, BDC workflows, Internet sales processes, management training, and accountability systems. Dealer Synergy partners directly with dealership leadership to align people, process, and technology, ensuring consistent results and scalable growth. From independent dealers to large dealer groups and OEM partnerships, Dealer Synergy delivers measurable performance improvements, stronger teams, and sustainable profitability. ➼ Bradley On Demand: Bradley On Demand is the automotive industry's most advanced interactive training, tracking, testing, and certification platform for car dealerships — built to develop top-performing teams across Sales, Internet Sales, BDC, CRM, Phone Skills, Leadership, and Management. In addition to LIVE virtual automotive training classes and a library of 9,000+ on-demand dealership training modules, Bradley On Demand now includes AI Phone Roleplaying and Coaching to help salespeople and BDC agents practice real dealership conversations before they ever get on the phone with customers. This AI-powered roleplay technology strengthens phone scripts, objection handling, appointment setting, lead follow-up, and closing skills, while providing measurable coaching feedback for continuous improvement. Bradley On Demand empowers dealerships to train faster, coach smarter, improve call performance, increase closing ratios, and sell more cars more profitably — all through structured, trackable, modern automotive training.  

Send us a textWhat if your marketing wasn't a stack of disconnected tools but a living system that turns attention into revenue every day? We sit down with Kathrine Farris of MarkeTecs to map the path from inspired ideas to measurable conversions, showing how creativity and technology can finally pull in the same direction.Kathrine shares how a speaker-dependent business transformed into a scalable digital brand by productizing expertise: online courses, downloadable workbooks, and live-streamed events with recordings that kept earning. We unpack why a strong lead magnet beats a generic newsletter box, how to build a nurture sequence that actually fires, and the importance of a single message that stays consistent across your website, Instagram, Facebook, email, and SMS. When every promise is delivered on time, trust grows—and so do sales.We also dive into AI where it truly helps. From knowledge-based chat and voice agents that answer real customer questions to responsibly disclosed AI “clones” that create on-brand video content, we explore how to remove bottlenecks without losing authenticity. Then we tackle platform sprawl. Katherine explains why HighLevel has become her go-to all-in-one: CRM, automation, funnels, scheduling, and reporting in one place, plus white-labeled templates that slash setup time. The result? Cleaner data, fewer logins, and real cost savings—like dropping from $1,700 a month to $300 while gaining more capability.If you want a marketing engine that captures, nurtures, and converts—without burning your team out—this conversation lays out the blueprint. Subscribe, share with a teammate who's drowning in tools, and leave a review telling us the one workflow you're excited to automate next.If you enjoyed this chat From the Yellow Chair, consider joining our newsletter, "Let's Sip Some Lemonade," where you can receive exclusive interviews, our bank of helpful downloadables, and updates on upcoming content. Please consider following and drop a review below if you enjoyed this episode. Be sure to check out our social media pages on Facebook and Instagram. From the Yellow Chair is powered by Lemon Seed, a marketing strategy and branding company for the trades. Lemon Seed specializes in rebrands, creating unique, comprehensive, organized marketing plans, social media, and graphic design. Learn more at www.LemonSeedMarketing.com Interested in being a guest on our show? Fill out this form! We'll see you next time, Lemon Heads!

Has organizational change redefined your job role? If it hasn't yet, it will at some point. Whether acknowledged or ignored, every organizational change at a company impacts you. This is broader than just layoffs and more employees under a single manager. What are the organizational changes we might see, and what can we do to stand out and stay the course? This week in episode 355 we're joined by guest Ryan Conley. Listen closely as we uncover different patterns of organizational change and provide practical tips to take action when those changes happen. Ryan helps us understand the corporate lifecycle and how to reframe this concept to understand where we are in the career lifecycle. You'll hear from Ryan's personal experience why the most resilient (and successful) technologists can identify and fill the gaps left after an organizational change whether that means working for a new boss, joining a different team, or changing job roles. Original Recording Date: 11-13-2025 Topics – Framing Our Focus on Organizational Change, Observations and Patterns, Defining the Career Lifecycle, When Colleagues Leave the Company, Layoff Resources, Working for a New Boss, Becoming Part of a Different Team, Shifting Job Roles or Job Level Changes, Parting Thoughts 2:58 – Framing Our Focus on Organizational Change Ryan Conley is a global field principal with 11p years of technical pre-sales experience. Before this, Ryan accumulated 13 years of systems administration in industries like education, finance, and consulting. In a recent episode of our show, guest Milin Desai compared organizations to living, breathing organisms that change. Nick posits that we don't always think changes at our company will or can affect us as employees, but they do. Ryan references Aswath Damodaran's writings about organizational change through the frame of a corporate lifecycle. We can relate by considering where our company might be in that lifecycle. As we experience the impacts of organizational change, Ryan encourages us to consider where we are in our career lifecycle. 4:19 – Observations and Patterns We see organizational change in different ways. What are some of the things Ryan has seen that he would classify as organizational changes? Let's take a step back, past the current headlines, and look at the wider industry. Companies are growing inorganically (through mergers and acquisitions) or organically through investments in R&D (research and development), for example. Ryan has worked with companies that grew by acquiring 2 new companies each year to give an example. When you're on the IT side of the acquiring company, there is a lot involved in the process like integrating e-mail systems, networks, and CRM systems. This process also involves getting 2 teams to work together. If one team needs to move from Office 365 to Gmail, it can be a big adjustment to employees' daily workflow. The acquiring and acquired companies may have the same or very different cultures. In some cases, a company will want to acquire others with similar cultures, while some may not be concerned about the culture and choose to focus on the intellectual property (products or services, knowledge of how to build or manufacture something, etc.) of the company to be acquired. Nick says the experience for people on the side of the acquiring company and that of the company getting acquired can be quite different. Nick worked in IT for a manufacturing company for about 9 years, and over the course of his time there saw the company acquire several other companies. Nick usually had to go assess technology systems of companies that were going to be acquired and figure out how to integrate the systems in a way that would best service the user base. From what Nick has seen, some employees from the acquired company were integrated into the acquiring company, while others were eventually no longer with the company. Anxiety levels about an acquisition may be different depending on whether you work for the acquiring company or the acquired company. “The people are just as much of the intellectual property of the company as, in many cases, the actual assets themselves. And in some cases, that culture just isn't a fit.” – Ryan Conley Ryan shares the example of someone he knew who left after another company acquired their employer because the culture was not a fit. Losing a key leader or a key subject matter expert after an acquisition could create a retention problem because others may want to follow them or start looking elsewhere. "So how do you protect the culture internally? How do you integrate a different culture in? But also, how do you kind of protect the long-term viability of the team as individuals, first and foremost, but then also the organization long-term? Depending on the intellectual property the acquiring company is after, we don't usually know the level of due diligence completed to understand the key resources or subject matter experts who must be retained for longer-term success. Ryan encourages to imagine being the CTO or VP of Research and Development at a specific company that is suddenly acquired. People in these roles drive the direction of the technology investment for their company today as well as years to come. After being acquired, these people might be asked to work in lower levels of leadership with different titles, which could result in “title shock” and require some humility to accept. This scenario is a leadership change that happens as a result of an acquisition, but we might see leadership changes outside of acquisitions. Some leadership positions get created because of a specific need, others are eliminated for specific reasons, and some get shifted down or changed. Each of these changes has a downstream impact on individual contributors. Ryan talks about the positive impacts of leadership changes and gives the example of when a former manager was promoted to senior manager and allowed that person to hire a manager underneath him. There isn't always internal mobility, but leadership changes could create these opportunities for individuals. Nick talks about the potential impact of a change in our direct boss / manager. If a boss who was difficult to work for leaves the company, getting a different boss could make a huge positive impact on our daily work lives. Similarly, we might have a great boss leave the company or take a different role, requiring that we learn to work for someone else who may operate very differently. Ryan tells us he has worked for some amazing leaders and says a leader is not the same as a manager. Ryan cites an example of getting promoted into a role that allowed him to have more strategic conversations about the focus of a team with his boss. We can choose to mentor members of our team so that when opportunities arise from structural change, they are equipped to seize those opportunities. Change can be viewed as an opportunity. A company's overall priorities may have changed. Shifting priorities may require a company to operate very differently than it has in the past, which can cause changes to people, processes, and technology. Nick references a conversation with Milin Desai on constrained planning from Episode 351. Milin encourages regularly asking the question “is this still how we want to operate?” The way a company or team operated in the past may not be the best way to do it in the future. Changes to operations may or may not create opportunities for our career. Ryan loves this mindset of reassessing, which could apply to the company, a team, a business unit, the technology decision, etc. “I love the mindset of ‘what was best, why did we do it, and why was it best then?' And then the follow up question is ‘is that still best today?' And it's ok if the answer is no because that leads to the next question – ‘how should we be doing it today…and why?'” – Ryan Conley, commenting on Milin Desai's concept of constrained planning Ryan talks about companies reassessing their core focus. We've seen some companies divest out of a particular space, for example. Nick says this reassessment could result in a decision to pursue an emerging market which could lead to the creation of a new business unit and new jobs / opportunities for people. It could also go in the other direction where the company decides to shut down an entire business unit. 15:30 – Defining the Career Lifecycle Going back to the analogy Ryan shared about corporate lifecycle, we can reframe this and look at the career lifecycle. “Where are you at in your individual career journey? Where are you at in that lifecycle?” – Ryan Conley People close to retirement may be laser focused on doing well in their current role and hesitant to make a change. Others earlier in the career may want to do more, go deeper, or be more open to making a change. Ryan recounts speaking to a peer who is working on a master's degree in AI. “With challenge comes opportunity, so do you want to try something new? And it's ok if the answer's no. But if there is an opportunity to try something new and you're willing to invest in yourself and in your company, I think that's worth considering.” – Ryan Conley We've talked to a number of former guests who got in on a technology wave at just the right time, which led to new opportunities and an entirely new career trajectory. Becoming aware of and developing expertise in emerging technologies can lead to new opportunities within your company (i.e. being able to influence the use of that technology within your company). “I think as technologists, whether you're a business leader over technology, whether you're day in / day out in technology as an individual contributor…emerging technology brings new challenges, just with a learning curve…. There's hard skills that have to be learned. You get beyond the education it's then also sharing with the peers around you…. So, what was best yesterday? Is it still best today? And tomorrow, we'll ask the question again.” – Ryan Conley Ryan says this goes back to our analogy. Should we be doing certain things manually now, or is it better to rely on tools that can help automate the process? If we go back for a second to Ryan's previous mention of integrating the technology stack for different companies, being part of the integration process might enable someone to learn an entire new technology stack. We might have to assess what is best between Google Workspace and Microsoft 365, for example, and develop the transition plan to move from one to the other and perhaps even capture the business case for using both within a company. To Ryan, this is an example of seeing a problem or gap and working to fill it. “If you want to be just a long-standing contributor to the team and your individual organization, I think it's worth calling out…those who stick around longer and get promoted faster are the ones who see a gap and they plug it.” – Ryan Conley Ryan shares a personal story about a co-worker who attended a Microsoft conference on their own dime. This person worked over a weekend to setup a solution that saved the team significant time doing desktop imaging. But then, Ryan's colleague took it a step further and trained the team on how to use it. Nick highlights the fact that we should remember to document our accomplishments to keep track of how we've changed as a result. We can use this information when searching for new opportunities or even in conversations with our leader. 20:34 – When Colleagues Leave the Company Another form of organizational change we've seen is outsourcing specific business functions. Daniel Paluszek spoke about companies outsourcing functions outside of their core business in Episode 338. If IT is outside the core business, a company might decide to outsource it. It doesn't mean that's the right decision, but it could be a possibility. Companies may outsource other functions like HR and payroll as well to give other examples. If IT was internal and it gets outsourced, that is an organizational change and will affect some people. Similarly, insourcing a function which was previously outsourced will have an impact. Ryan has learned in the last few years that some people are more adaptable to change than others. “And it's not just looking at the silver lining. It's recognizing the change. Maybe there's a why, and maybe there isn't a why. Or maybe the why hasn't been clearly articulated to you. Being able to understand, what does this mean to me…. As an organization do I still believe in them? Do I still believe in the technology as a technologist? Do I still enjoy the people I work with? Those are all questions that come up, but ultimately you have to decide…is this change I want to roll with? Is this change I don't want to roll with?” – Ryan Conley To illustrate, Ryan gives the example of a peer who left an organization after seeing a change they didn't like in order to shift the focus of their role from technology operations to more of a site reliability engineering focus. While this type of change that results in a talented individual leaving an organization can be difficult for teammates to accept and for a manager to backfill, these types of changes that are beneficial to someone's career should be celebrated. When we assess whether the changes made at a company are those we can accept and roll with, we can first make sure we understand what we are to focus on as individuals operating within the organization. We have an opportunity to relay that to other members of our team for the benefit of the overall team culture and to build up those who do not adapt to change well. Understanding organizational changes and what they mean for individuals may take repetition. While Ryan understands that he responds well to change, he remains empathetic to those folks to need to hear the message a few times to fully understand. Nick says we can learn from the circumstances surrounding someone leaving the company. For those we know, what interested them about taking a role at another company? Perhaps they took a role you've never thought about for yourself that could be something you pursue in the future. If a member of your team leaves the company, sometimes their role gets backfilled, and other times it may not. If the role is backfilled, you get to learn from a new team member. If not, the responsibilities of the departing team member will likely be divided among other team members. Though it would result in extra work, you could ask to take on the responsibility that would both increase your skill set and make you more valuable to the company. When Ryan worked for a hedge fund, the senior vice president left the company. This person was managing the company's backups. Ryan had experience in this area from a previous role at a consulting firm and volunteered to do it. Shortly after taking on this responsibility for backups, he found that restoring backups from tape and needing to order new servers posed a huge risk to the company in a disaster scenario (i.e. would take weeks to restore everything). Ryan was able to write up a business plan to address the business continuity risk and got it approved by the COO. “Being able to see a gap and fill it is the central theme, and that came from change.” – Ryan Conley Ryan says if you're willing to do a little more work, it is worth the effort to see a gap and work to fill it. 27:34 – Layoff Resources We acknowledged some of the byproducts of organizational change like layoffs and flatter organizations in the beginning of our discussion. We are not sidestepping the fact that layoffs happen, but that is not the primary focus of our discussion today. Here are a few things that may help if you find yourself being impacted by a layoff: First, know that you are not alone in experiencing this. “When a layoff hits, it's important to remember…it's extremely rare that that's going to be personal. Once it's firmly accepted, look for the opportunity in a forced career change. It's there.” – thought shared with us by Megan Wills Check out our Layoff Resources Page to find some of the most impactful conversations on the topic of layoffs on our show to date. We also have our Career Uncertainty Action Guide with a checklist of the 5 pillars of career resilience as well as reusable AI prompts to help you think through topics like navigating a recent layoff, financial planning, or managing your mindset and being overwhelmed. 28:43 – Working for a New Boss Let's move on to section 2 of our discussion. If you're still at a company after an organization change has happened, we want to talk through some of the ways you can take control, take action, and succeed. We want to share a thought from former guest Daniel Lemire as we begin this discussion: “Companies are the most complicated machine man has ever built. We build great machines to accomplish as set of goals, objectives, or outputs. The better you can understand the value the company delivers…the faster you can understand where you fit in that equation. If you don't understand where you contribute to that value, there's work to be done. That work may be on you, may be on your skills, or perhaps it's your understanding of where you fit into that equation.” – Daniel Lemire Let's say that you're impacted by an organizational change and will be working for a new boss. What can we control, and how to we make a positive impact? Ryan says we can be an asset to the team and support larger business goals by first giving some thought to who the new boss is as a person. Try to get to know them on a personal level. Ryan wants to get to know a new boss and be able to ask them difficult questions. Similarly, he wants a boss to be able to ask him difficult questions. Meeting a new boss face-to-face is ideal if that is possible, but this can be more difficult to arrange if your boss lives a large distance from you. Make sure you understand the larger organization's mission statement. As individual contributors, we may lose sight of this over time. “If that is important to the team and the culture, I think it's worth making sure you're aligned with that. I think it's worth understanding your direct manager's alignment toward that and then having that kind of fuel the discussions…. What are you expecting of me? Here are my expectations of you as my manager. Where do you see change in the next 6, 12, 18 months?” – Ryan Conley, on using mission to drive conversations with your manager A manager may not have all the answers to your questions. They could also be inheriting a new team. Ryan encourages us to ask how we can help our manager to develop the working relationship further. This is something he learned from a previous boss who would close every 1-1 with “is there anything else I can do to help?” Nick says a manager may be able to contextualize the organization's mission statement for the team and its members better than we can do for ourselves. For example, the mission and focus of the team may have changed from what it once was. A new manager should (and likely will) set the tone. Nick would classify Ryan's suggestions above as seeking to learn and understand how your new manager operates. Back in Episode 84 guest Brad Pinkston talked about the importance of wanting to know how his manager likes to communicate and be communicated with. This is about understanding your manager's communication preferences and can in some ways help set expectations. A manager may be brief when responding to text messages, for example, because they are in a lot of meetings. But if they tell you this ahead of time, it removes some assumptions about any hidden meanings in the response. Ryan gives the example of an executive who used to respond with Y for yes and N for no to e-mails when answering questions. We can also do research on a new boss in advance. We can look on LinkedIn to understand the person's background and work history. We can speak to other people inside the company to see what they know about the person. Ideally, get a perspective from someone who has worked for the manager in the past because a former direct report might be able to share some of the context about communication preferences and other lessons learned from working with that specific manager. We can also try to be mindful of how the manager's position may have changed due to organizational flattening. They may have moved from managing managers to having 15 direct reports who are individual contributors, for example. “Their time might be stretched thinner, and they're just trying to navigate this new leadership organizational change with you.” – Ryan Conley The manager may or may not have wanted the situation they are currently in. How is your boss measured by their boss, and how can you help them hit those metrics? You may not want to ask this in the first 1-1, but you should ask. Ryan suggests asking your boss what success looks like in their role. You can also ask what success for the team looks like in a year and what it will take to get there. Based on the answer, it might mean less 1-1s but more in depth each time, more independence than you want, or even more responsibility than you wanted or expected. Ultimately, by asking these questions, you're trying to help the team be more successful. We want our manager to understand that we are a competent member of the team. Understanding what success looks like allows us to communicate with our manager in a way that demonstrates we are doing a good job. Some of the time in our 1-1s with a manager will be spent communicating the things we have completed or on which we are actively working. We need to demonstrate our ability to meet deadlines, for example. Daniel Lemire shared this book recommendation with us – The First 90 Days: Proven Strategies for Getting Up to Speed Faster and Smarter. It's a great resource for new leaders but also excellent for individual contributors. Ryan tells us to keep track of our wins over the course of any given year (something that was taught to him) so we have it ready for performance reviews. He encourages keeping a journal that we start in January. Keep track not only of what you did but the outcomes your work delivered and the success metrics. For example, if you gave a presentation, note the number of people present. The company culture may have some impact on the language you need to use to word your accomplishments (i.e. using “I” statements). “I didn't want to be the only person who could do it. I'd rather learn it and then enable 5 other people to do it. And then those 5 people go do it, and that is a much bigger outcome.” – Ryan Conley, on the outcome of efforts at work and being a force multiplier Have a journal of the things you do at work that you update consistently. This could be screenshots, a written description, etc. “What are the metrics that you should be tracking? Mentally think about that because…when you have your annual review, you're going to miss something. You're going to miss a detail. You're going to miss an entire line item versus if you started in January and you just get into the practice of ‘I did this.' And then when you're having your first annual review with this brand-new manager, it's far easier to have a more successful conversation.” – Ryan Conley, on the importance of documenting our work in a journal somewhere Ryan reminds us it is ok to use generative AI tools to check our work. Use multiple different tools to get suggestions on how you might want to phrase the outcomes you delivered and the metrics you tracked. Nick says we should document our accomplishments as Ryan mentioned, but we should make sure we keep a copy of them so that we do not need to rewrite them from nothing in the event we are impacted by a layoff. If the journal containing all of your accomplishments is sitting in the corporate OneDrive or cloud storage, you will lose access to it when you leave the company. Be sure you have a disaster recovery plan for your accomplishments! The new boss is probably going to have team calls of some kind. While what you experience may vary from this, in Nick's experience the first time a manager hosts a call with their team they will share some career background, how they operate, and give team members some idea of what to expect. This kickoff team call usually happens before 1-1s begin. Listen really carefully when this first team call happens. Write down some questions you can ask the boss in that first 1-1 conversation. The manager will have to lead that first 1-1 conversation a little bit, but coming into it prepared with questions will be far easier than trying to think of questions in the moment. A simple follow up question Ryan suggests is how the manager wants to handle time off. Is there a shared team calendar, a formal process, carte blanche, specific blackout dates to be aware of, etc.? We can handle the simple things about how this new manager operates and what their values are early on in our working relationship. Ryan tells us he learned far too late to ask how managers handle promotion / raise / career growth conversations. One of Ryan's past managers scheduled a quarterly checkpoint to specifically talk about career growth items. Ryan was in charge of making the agenda in advance, and his manager would come prepared to talk about each agenda item. It's ok to ask for these regular career discussions. If your manager has a large team, these may be less frequent than otherwise. Ask the manager about the best way for both you and them to come into these discussions prepared. Nick likes the idea of an individual owning the agenda for these conversations. Nick tells us about a manager who sent out 1-1s to team members and provided a menu of options for the types of things that could be discussed during the 1-1 time in the body of the meeting invitation. It helps give people ideas for things to discuss but also lets them know the overall intention of the 1-1s. For the very busy manager, we could ask to use a specific 1-1 to talk about career-related items rather than in a separate meeting (if needed). Nick mentions a recent episode of Unicorns in the Breakroom Podcast in which Amy Lewis talks about using a shared document for 1-1s to hold an employee accountable for bringing agenda items and to document what transpired in previous conversations. Along the lines of trying to be helpful to a new manager, ask how they want to handle team calls when on vacation. Will team calls be cancelled when the manager is on vacation, or are they looking for team member volunteers to host these calls? This may be an opportunity to step up and do more if you want that, especially if you want to gain some leadership experience. Ryan tells us at one point he was a team lead, and part of his responsibility was leading team calls in his manager's absence. This involved leading the call, taking notes, and taking action on follow up items from the meeting. We should bring up time sensitive items to the boss quickly, especially if something needs attention. Communicate things that have a financial impact to the company (a subscription renewal, drop dead due date to exit a datacenter facility, point at which access to something will be lost, etc.). Do not assume your manager knows if you are unsure! Ryan recounts a story from earlier in his career when a CFO wanted a specific number of users added to the Exchange server. There were several cascading impacts of completing this task that went well beyond the scope of licensing and involved procuring more hardware. Ryan took the time to explain the implications. “This is a simple ask. You want the answer to be yes, but I'm going to give you more context…. There is a deadline. I want to make sure we hit it as a team, but there are some implications to your ask. I want to make sure you're fully aware.” – Ryan Conley, on giving more context to leadership Share what you have in flight and the priorities of those items. The new manager may want you to change the priority level on some things. 45:21 – Becoming Part of a Different Team You could end up working on a completely different team of peers as a result of organizational change. You might work on the same team as people you already know but might not. You may or may not work for the same boss. Ryan and Nick have experienced very large reorganization events and ended up in different divisions than they were previously. Ryan had a change of manager, change of a peer he worked closely with, and joined a new team of individuals reporting up to the same boss all at once. “A little bit of the tough lesson is you go into a bigger pond…. I think it's ok to take a moment and pause. For me, I had to kind of reassess and kind of figure out…what are these changes? What are the new best ways to operate within this new division so to speak? …within my team, no one on my prior team was on my team, so it was like this whole new world.” – Ryan Conley After this change, Ryan saw an opportunity to go deeper into technology and chose to take a different role. Ryan worked for a new (to Ryan at least) leader who was very supportive of his career goals. This leader helped Ryan through the change of roles. “If you do good work, even through change…if you're identifying gaps, you're filling it, you're stepping up where the team needs you to step up, you're aligning with the business direction to stay focused…I think there can still be good outcomes even if in the interim period you're not 100% happy.” – Ryan Conley If you don't know anyone on your new team, you have an entire set of people from which you can now learn. Does your job function change as a result of joining this new team? Make sure you understand your role and its delineation from other roles. Maybe you serve larger customers or work on different kinds of projects. Maybe you support the technology needs of a specific business unit rather than what we might deem as working in corporate IT. Maybe you focus on storage and high-level architecture rather than only virtualization. It could be a chance to learn and go deeper in new areas. Did the focus of the overall team change (which can trickle down and impact your job function)? Maybe you're part of a technology team that primarily manages the outsourced pieces of the technology stack for your company. So instead of working with just employees of your company you now work with consulting firms and external vendors. Ryan says we can still be intentional about relationships and he illustrates the necessary intentionality with the story behind his pursuit of a new role. Ryan was intentional about his desire to join a new team after the reorganization, but it didn't work out on the timeline he wanted. He remained patient and in constant, transparent communication with a specific leader who would eventually advocate for him with the hiring manager. Just doing our job can be difficult when we're in a challenging situation like a manager we do not get along with, trying to evolve with a top-level strategy change, etc. This can involve internal politics. Stay the course. Ryan tells us about a lesson he learned when interviewing for a new role he wanted. “Maybe be a little bit more vocal. Pat yourself on the back in a concise way. Again…go back to your journal, know your metrics, and stick by them.” – Ryan Conley, on interviewing and humility Nick says the intentionality behind building relationships applies to your relationship with your boss (a new boss or your current boss that has not changed). This also applies to new teammates! What are the strengths in the people you see around you? Who volunteers to help? Who asks questions when others will not? Ryan shares a story about 2 peers who on the surface seemed to disagree a lot but ended up making each other better (and smarter) by often taking opposing sides on a topic. When one of them left the company, the other person missed getting that perspective and intellectual challenge. Ryan suggests we pay attention to the personalities of team members and the kinds of questions they ask. If a specific teammate tends to do all the talking in meetings, find ways to enable others to speak up who have valuable perspectives but may be quieter. This at its heart is about upleveling others. We can do that when we join a new team, but we can also do this for former teammates by keeping in touch with them over time. This could apply to former teammates who still work at the same company as well as those who have left the company. Ryan tells us a story about when he first made the transition from working in IT operations to getting hired at a technology vendor in a very different role. “It's very different being face-to-face as a consultant, face-to-face as a vendor. And I had a buddy. He started going back 11 years almost to the day here. We were each other's lifeline…. He would have a bad day, and he would call me. Most of the time I was just there to listen…. And then the next week it was my turn, and I would call him…. So having a buddy in these change situations I think is a great piece of advice.” – Ryan Conley It can be easy to fall out of touch with people we no longer interact with on a daily or weekly basis. This takes some effort. We've met people who try to setup a 1-1 with someone in their professional network once every 1-2 weeks. Ryan has a tremendous amount of empathy for others who have recently had a child, for example. We can buddy up with specific professional or life experience and take the opportunity to learn from them. Ryan refers to building an “alumni network” of people you want to remain close with over time. While this helps build our own set of professional connections, we can do this by mentoring others as well (a chance to give back, which is usually much less of a time commitment than we think). Ryan has mentored a number of new college graduates and managed to keep up with their progress over time. Listen to the way he describes the career progression of his mentees and the long-term relationships it produced. We might be mentoring others (on our own team or beyond). This could act as relatable experience for a future role as a team lead or people manager, but highlighting this experience to your manager is something you should do in those career conversations. In those 1-1s with your manager you are asking how you are doing but also how you can do better. Sometimes that means doing more of something you have done in the past. Ryan reminds us that the journal is a tracking mechanism for specific actions and their impact. Whether it's mentoring or helping the manager with hiring or candidate evaluation, be sure to track it! There might be a gap in expertise on your team that you can fill (either because you have a specific skill or because you learned a new skill to fill that gap). When joining a new team, do some observing and stay humble before you declare there is a gap and that you are the one to fill it. Ryan says we can raise gaps with our manager. For example, maybe there is only one person on the team who knows how to do something. Could you pair with that person and cover them while they are on vacation? “I think it goes back to recognizing that you cannot learn it all and then revaluating…what do I need to learn? So, there's certain functions that you have to know how to do, and that's where your manager's going to help you set those expectations…. We're in technology, so as a technologist, what do you want to learn? What do you want to do more of? And that could be a gap that you see, and you have that conversation….” – Ryan Conley If there is not an opportunity at work to learn what you want to learn (i.e. your manager might not support you doing more of specific work, etc.), you can learn it on your own time and then re-evaluate longer term what you want to do. 59:46 – Shifting Job Roles or Job Level Changes We talked about this a little bit earlier. Maybe you stay an individual contributor, move into leadership, or change leadership levels entirely within an organization. Ryan talks about the new expectations when you change your daily role. There are expectations we put on ourselves and those expectations put on us by our leaders. There are both opportunities and challenges. Ryan shares that he has been approached in the past to lead a team, but when this has happened, he took the time to think through what he wanted (his career ladder, his motivations, and his desired focus). “Leading people is not something that I want to currently focus on. I know what I'm motivated by. I'm a technologist at heart. I want to keep learning, and I personally like the technology that I'm focused on right now. And it's not that leadership would necessarily remove technology entirely…. It's just it would be a different focus area. And I think in your career journey it's worth just kind of keeping tabs on where you're at in your career (the ladder of change that we keep mentioning, that lifecycle)…. Do you want to go up the ladder as part of your lifecycle and get into a management role? I think mentorship can be very fulfilling. I think leading people can be very fulfilling. But in my case, I've decided I still want to stay an individual contributor. There's still aspirations that I have there….It's ok to say no is really what I'm getting at…. Really think about the job that you're in at the company that you're in. What are the opportunities within? What motivates you? And stay true to that.” – Ryan Conley Ryan has said no to being a people leader as well as to technical marketing roles. He had a desire to get through the principal program. He encourages listeners to think about whether they would be happy in 1-2 years if they took a new role before making the final decision. Nick mentions the above is excellent when you have the choice to take a new role. But what if it's forced on you as the result of an organizational change? We can recognize where we are in the career lifecycle even if an organizational change places us in a new role that was not our choice. Make sure you understand what the new role is, and think about how you can align it with where you are in the career lifecycle (including the goals you have and the things you want). Nick had a manager who encouraged his team to align their overall life purpose to the current job role or assignment. In doing this, it will be easier to prevent intertwining your identity with your job or your company. We may have to put out heads down and just do the work for a while. But maybe there is an opportunity to align with the things you want and the type of work you want to do which is not immediately obvious. In this job market, if you are employed, be thankful and do a great job. Ryan hopes listeners can think back to an unexpected change that happened which led to new opportunities later. “Pause, recollect, align your focus with your new manager, align your focus with either the changing mission statement or the current mission statement…. What is fulfilling you personally (your own internal values)? If they are being conflicted, I think there's a greater answer to some of your challenges, but they're not being conflicted how can you be your best self in a company without the company being all of yourself? …The cultural identity of the workplace and the home can sometimes be a little too close, a little to intertwined…. Maybe you're just way too emotionally invested in your day job and it's just a good moment to reset…. What is your value system? Why? And then how can you be your best self in your workplace? And I think far too often we want to have our dream job…. ‘A dream job is still a job. There are going to be days when it is just a really difficult day because it's a really difficult job. It's still your dream job, but every job is going to have a difficult day.'” – Ryan Conley Every job will be impacted by some kind of organizational change multiple times throughout your career. 1:06:18 – Parting Thoughts Ryan closes with a funny anecdote about a person who worked on the same team as him that he never had the chance to meet in person. In this case, the person invested more in their former team than meeting members of their new team. Maybe a good interview question for those seeking new roles could be something about organizational changes and how often they are happening at the company. Ryan encourages us to lead with empathy in this job market and consider how we can help others in our network who may be seeking new roles. Ryan likes to share job alerts on LinkedIn and mentions it has been great to see the formation of alumni groups. “Share your rolodex. Help people connect the dots. And lead with empathy.” – Ryan Conley To follow up on this conversation with Ryan, contact him on LinkedIn. Mentioned in the Outro A special thanks to former guest Daniel Lemire and listener Megan Wills for sharing thoughts on organizational change that we were able to include in this episode! Ryan told us we can lead with empathy when helping others looking for work in this job market, but Nick thinks it's empathy at work when we're asking a new boss or team member how we can help. If you want to bring more empathy to the workplace, check out Episode 278 – Uncovering Empathy: The Greatest Skill of an Inclusive Leader with Marni Coffey (1/3) in which guest Marni Coffey tells us about empathy as her greatest skill. It's full of excellent examples. If you're looking for other guest experiences with organizational change, here are some recommended episodes: Episode 210 – A Collection of Ambiguous Experiments with Shailvi Wakhlu (1/2) – Shailvi talks about a forced change of role that was actually an opportunity in disguise Episode 168 – Hired and Acquired with Mike Wood (1/2) – Mike Wood's company was acquired, and the amount of travel went up soon after to increase his stress. Episode 169 – A Thoughtful Personal Sabbatical with Mike Wood (2/2) – Mike Wood shares another acquisition story that this time ended with him taking a sabbatical. Episode 84 -Management Interviews and Transitions with Brad Pinkston – Brad Pinkston shares what he likes to do when working for a new boss. Contact the Hosts The hosts of Nerd Journey are John White and Nick Korte. E-mail: nerdjourneypodcast@gmail.com DM us on Twitter/X @NerdJourney Connect with John on LinkedIn or DM him on Twitter/X @vJourneyman Connect with Nick on LinkedIn or DM him on Twitter/X @NetworkNerd_ Leave a Comment on Your Favorite Episode on YouTube If you've been impacted by a layoff or need advice, check out our Layoff Resources Page. If uncertainty is getting to you, check out or Career Uncertainty Action Guide with a checklist of actions to take control during uncertain periods and AI prompts to help you think through topics like navigating a recent layoff, financial planning, or managing your mindset and being overwhelmed.

In this episode of Lead On Purpose, I sit down with Elise Balsillie from Thryv to unpack what small and medium businesses can do to keep up with the pace of AI, automation, and digital change, without losing their culture, their margins, or their sanity.What we cover:How Thryv runs a fully remote team of around 400 people across Australia and New Zealand, and the culture systems that make it workWhy remote can improve both productivity and customer service, including flexible hours that fit real small business lifeHow to get back to your zone of genius by automating admin, bookings, reminders, reviews, and overdue invoice follow upsThe new visibility game for small businesses: being found in AI search, why directories still matter, and how to write in natural languageWhy customer data wins, how to segment properly, and how a CRM helps you sell with less pressure and more relationship built inIf you're a small business owner feeling stretched by marketing, emails, and endless admin, this conversation will help you simplify your systems, free up your time, and build a business that performs without costing you your wellbeing and relationships.Learn more about Thryv here: https://www.thryv.comConnect with Elise on LinkedIn here: https://www.linkedin.com/in/elise-balsillie-8aa1a892/?originalSubdomain=auIf you're interested in having me deliver a keynote or workshop for your team contact Caroline at caroline@jjlaughlin.comWebsite: https://www.jjlaughlin.com YouTube: https://www.youtube.com/channel/UC6GETJbxpgulYcYc6QAKLHA Facebook: https://www.facebook.com/JamesLaughlinOfficial Instagram: https://www.instagram.com/jameslaughlinofficial/ Apple Podcast: https://podcasts.apple.com/nz/podcast/life-on-purpose-with-james-laughlin/id1547874035 Spotify: https://open.spotify.com/show/3WBElxcvhCHtJWBac3nOlF?si=hotcGzHVRACeAx4GvybVOQ LinkedIn: https://www.linkedin.com/in/jameslaughlincoaching/James Laughlin is a High Performance Leadership Coach, Former 7-Time World Champion, Host of the Lead On Purpose Podcast and an Executive Coach to high performers and leaders. James is based in Christchurch, New Zealand.Send me a personal text messageJoin me at the 2026 Goal-setting Workshop here - jjlaughlin.com/2026goals - If you're interested in booking me for a keynote or workshop, contact Caroline at caroline@jjlaughlin.comSupport the show

Referrals are still the #1 growth channel in home services — but most contractors treat it like hope marketing.In this episode, John Wilson sits down with Murphy Nadauld (ReferPro) to break down how the best operators turn word-of-mouth into a systematic, trackable, ROI-positive referral engine.They unpack why 83% of customers are willing to refer, yet only 29% actually do — and the three levers that close the gap: awareness, attribution, and automated rewards.You'll learn how top HVAC, plumbing, electrical, roofing, and restoration companies:Activate referrals directly through technicians in the homeBuild a B2B “affiliate army” (realtors, plumbers, inspectors, restoration partners)Tier incentives by job value so referrals scale without blowing up CACUse attribution and automation to make referrals predictable — not randomIf you're a contractor owner who wants referrals on demand, not vibes, this episode is your blueprint.In This Episode, We Cover:The referral gap: why customers want to refer but don'tThe 3-part referral system: Awareness → Attribution → RewardsHow “power referrers” actually emerge (and why spend ≠ referrals)Technician-driven referrals: QR codes, NFC, truck signage, leave-behinds

In this episode of the Get Creative Podcast, host Keola Keala sits down with Adam Levine — Sub2, Gator, and Owners Club member with 10+ years in hard money lending — to break down a real-world Morby Method (aka “Stack Method”) transaction that helped an investor buy rental properties with as little as 5% out of pocket. Adam explains how he solved a complex portfolio-buying problem by combining: A DSCR loan (long-term rental financing based on cash flow, not tax returns) A seller carry / seller finance second private money placed into escrow to “stack” the down payment The right title company + transaction coordination to keep everything moving Connect with Adam: https://www.facebook.com/adam.levine.928518 ➡️ RSVP for a FREE Section 8 training with Pace (LIVE): https://subto.sjv.io/JK9LYE ➡️ Meet Pace on the Creative Nation Tour: https://bit.ly/GetCreativeNationTour ➡️ Download the Free SubTo A-Z e-book: https://subto.sjv.io/qzd0Vb  ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/6yYWBG ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow

In this episode of Head, Heart, and Boots, Brandon and I wrestle with one of the most difficult leadership disciplines to master: staying emotionally grounded when everything around you feels chaotic. We talk candidly about the emotional whiplash of entrepreneurship, how quickly even the best intentions and plans can get derailed by fires, and why reactivity quietly destroys momentum inside growing companies. Brandon shares his commitment to becoming a more stoic, stabilizing force for his teams - not by ignoring problems, but by slowing down, asking better questions, and anchoring decisions to a clear plan instead of emotion. We unpack how leaders unintentionally drag their teams through emotional cycles, why delayed gratification makes strategic work so hard to stick with, and how confidence is built by returning to the plan when pressure rises. This conversation is practical, uncomfortable, and deeply relatable for anyone leading people, managing clients, or trying to grow a business without burning themselves - or their team - to the ground. Hope you enjoy. Chris Why You Should Listen [00:02:17] Why emotional volatility - not lack of intelligence or effort - derails more leaders than bad strategy [00:04:53] How even well-thought-out plans collapse when leaders default to reaction instead of discipline [00:07:20] Why delayed gratification is one of the hardest skills in entrepreneurship - and how to stay committed long enough to see results [00:15:25] How slowing down, asking better questions, and refusing to emotionally “side up” can defuse client and team chaos [00:21:13] Why being a calm, steady presence builds trust, confidence, and long-term momentum inside your organization Did you know... Only 30% of businesses listed for sale actually find a buyer? Even more striking, just 10% of those sell for the price their owners anticipated or higher, meaning only 3% of all business owners achieve their desired sale price. By focusing on understanding and enhancing your enterprise value, you can significantly boost your chances of joining that successful 3%. Business Health & Value Assessment Start Assessment Know Your Enterprise Value. See Your Potential Gaps. Complete this assessment in less than 15 minutes and receive a free assessment for your business that includes: A Lite Valuation Of Your Business Your Value Multiplier Per Your Industry Health Assessment Per Our PYB Methodology Business Value & Growth Roadmap Tailored For You Value Acceleration Strategies Spotlight on Floodlight: Your Secret Weapon for Sales & Scaling This isn't a paid plug. It's real talk from the front lines. If you've ever thought, “How do I get a VP-level sales leader or even a sales team without hiring full-time?” Floodlight has the answer. Fractional Sales Leadership They act as your outsourced VP of Sales, taking full responsibility for training, managing, and growing your sales team. No six-figure hire needed. Clients often close 20 to 50 percent more deals within six months, thanks to data-driven coaching, CRM setup, scripts, and performance reviews.More at floodlightgrp.com/sales Commercial Sales MasterCourse A self-paced, video-driven B2B sales course designed specifically for restoration teams. Perfect for building commercial revenue and getting free from TPA handcuffs. Covers mindset, prospecting, pipeline building, LinkedIn lead generation, and includes a $250 discount with code SALESBOOST.Details at floodlightgrp.com/courses Tailored Consulting & Coaching Floodlight's Propel Your Business methodology offers a full-circle roadmap: financials, sales, marketing, leadership, recruiting, productivity. All built for contractors. These aren't “life coaches.” They're former restoration owners who've lived the chaos and know how to scale out of it.Explore more at floodlightgrp.com Live Training, Tools & Strategic Partnerships Floodlight also delivers live onsite and virtual training, keynote speaking, and leadership tracks covering operations, project management, and strategic growth. Bonus: They've vetted tools like Xcelerate, Liftify, and Sureti. Floodlight clients get access to exclusive discounts on tech that actually moves the needle.See all partnerships at floodlightgrp.com/partners Why it matters for you as a listener You don't need to figure this stuff out alone. If you're serious about sales growth, operational clarity, exit readiness, or leadership development, Floodlight is already helping folks like you scale smarter. And you get it from industry insiders. People who've sat in your chair, survived the fires, and built systems that actually work.

If you've ever felt like your team is running on duct tape and good intentions, you're not alone. In this Building Better Developers interview, Michael Toguchi (Chief Strategy Officer at eResources) makes a simple point that changes how you approach growth: process before tools. Before you buy another platform, automate another workflow, or roll out a new system, you need clarity on how the work actually gets done—and who it's meant to serve. You can't tool your way out of chaos. The real fix starts upstream—before the migration, before the CRM, before the next sprint. It starts with people, leadership, and making the work visible enough to improve it. Process before tools isn't a slogan—it's the difference between scaling sustainably and scaling stress. If you want, I can also tighten the second sentence to include the phrase again without sounding repetitive, but this version should clear the Yoast check immediately. About Michael Toguchi Michael Toguchi is the Chief Strategy Officer at eResources, where he helps lead a platform that manages complex workflows for scholarships, grants, admissions, and accessibility services. With 25+ years supporting universities, nonprofits, and foundations through digital transformation, Michael focuses on making systems simpler, sustainable, and human-centered—so teams can scale without burnout and spend more time on mission-driven work. Process Before Tools: Why "Survival Mode" Becomes the Default Michael describes a pattern that mission-driven organizations (and plenty of startups) fall into: survival mode. Everyone is moving fast, reacting to urgent needs, and doing what it takes to keep the wheels turning. The downside is that the process gets postponed indefinitely. The team says things like: "We'll document it later." "We'll clean it up after this deadline." "We just need something that works." And it does work… until it doesn't. When the organization grows, the cracks grow with it: inconsistent outcomes, tribal knowledge, bottlenecks, and the quiet creep of burnout. Process Before Tools: Start Small, Make It Digestible One of the strongest points Michael makes is that meaningful change rarely comes from a dramatic, top-down overhaul. The most sustainable improvements begin with small, digestible steps. Instead of trying to "fix everything," identify a single pain point the team feels every week: A handoff that always breaks A recurring rework loop A reporting task that eats hours A workflow that depends on one person's memory Then improve that one piece, measure it, and repeat. Sustainable change isn't a magic wand. It's a series of small wins that teams can actually absorb. Process Before Tools: You Need Leadership Alignment (Not Just Agreement) A lot of teams confuse "buy-in" with "approval." Leadership might approve a new system or initiative, but that's not the same as aligning on why it matters, what success looks like, and what tradeoffs are acceptable. Michael emphasizes clarity: What problem are we solving? Who owns the workflow? What will we stop doing to make room for the change? How will we know it's working? Without alignment, the organization drifts into mixed expectations—some people expect speed, others expect compliance, others expect perfect reporting. The result is frustration on all sides. Process Before Tools: Win With People, Not Platforms Michael's most practical warning is also the simplest: don't make it about tools. Tools can amplify a good process, but they can't create it. If you automate a messy workflow, you don't get a better workflow—you get a faster mess. The winning strategy is human-first: build champions inside the team communicate the vision in plain language reduce fear by making the change incremental keep feedback loops tight When teams feel heard, they participate. When they participate, the workflow becomes real. And once the workflow is real, the tool decision becomes obvious. Tools don't transform organizations—people do. Process Before Tools: A Practical Takeaway You Can Use This Week Here's a simple way to apply Part 1 immediately: Pick one workflow everyone complains about. Write down the steps as they happen today (no judgment). Identify one "failure point" (handoff, duplicate entry, unclear ownership). Fix only that this week. Tell the team what changed and why. That's how you move from survival mode to sustainable growth—without waiting for a budget cycle or a platform replacement. Closing Thoughts This interview is a reminder that building better systems is really about building better teams. Before you chase the next tool, tighten the workflow. Before you automate, clarify. Before you scale, align. In Part 2, we'll go deeper into workflow transparency, tool sprawl, measurable efficiency, and what happens when AI compresses time and challenges the way we price work. Stay Connected: Join the Developreneur Community We invite you to join our community and share your coding journey with us. Whether you're a seasoned developer or just starting, there's always room to learn and grow together. Contact us at info@develpreneur.com with your questions, feedback, or suggestions for future episodes. Together, let's continue exploring the exciting world of software development. Additional Resources Individuals and Interactions Over Processes And Tools The Science Of Processes – Interview With Samuel Drauschak Automating Your Processes Building Better Foundations Podcast Videos – With Bonus Content

New on the Get More Frank Podcast: LIVE with Lopes Season 8 Episode 2 with David Long.This episode is going to offend the right people.If your dealership feels busy but the scoreboard is flat, it is not “the market”. It is reactive leadership, optional standards, and too much complexity. David and I break down what actually wins in 2026 for car dealers: simple execution, real accountability, and an operating cadence your managers can enforce daily.We go straight at the most expensive lie in automotive retail: “we just need more leads.” Lead volume does not fix weak process. New tech does not fix inconsistency. More discount does not fix lost trust. The fix is boring and it works: role clarity, standards with consequences, fast and consistent lead handling, and disciplined follow up. If your store is chaotic, adding more opportunities just exposes the chaos faster.Then we get into inventory acquisition and trade capture. If you want to buy more used cars, increase trade ins, and stop living off walk in traffic, incoming phone calls, and internet leads, you need a real buy center, not a hobby. We talk appraisal volume, appraisal follow up, private party acquisition, trade acquisition, and why the wrong person running acquisition turns a buy center into a money leak. If your acquisition plan is “we'll do it when we have time”, you do not have a plan.We also hit the silent killers inside most stores:Too many priorities, too many meetings, too many exceptions, too many “special cases”, too many handoffs, and nobody owning the outcome. That is how leads get missed, trades get lost, customers get ghosted, and managers stay “busy” while gross and momentum slide.If you are a Dealer Principal, GM, GSM, UCM, Sales Manager, BDC leader, Internet Manager, or Marketing Manager, you will hear exactly why stores lose opportunities even while spending big money on marketing and advertising: slow response time, unclear ownership, inconsistent standards, and a sales process that changes depending on who touches the deal.People ask questions like:Why do dealerships lose leads? Usually it is speed, consistency, and follow up, not “lead quality”.How do I increase trade ins? Increase appraisal volume, tighten follow up, and track trade capture like a real KPI.What is a buy center? A dedicated acquisition operation, staffed and managed like a business, built to buy cars from consumers and maximize trade capture.How do I improve dealership performance fast? Simplify the operating cadence, assign ownership, and enforce standards daily.If you have been searching for any of this, this episode is built for you:dealership leadership training, dealer growth strategy 2026, reactive vs proactive dealership management, dealer accountability, sales management standards, automotive retail operations, BDC best practices, lead handling process, lead response time, appointment setting process, internet sales process, CRM discipline, dealership KPIs, buy center strategy, how to build a buy center, how to buy more used cars, used car acquisition strategy, private party acquisition, trade capture strategy, trade in appraisal process, appraisal follow up process, inventory acquisition, and dealership operating cadence.Quick self audit before you listen:Are your standards written and enforced, or just talked about?Does every lead have one owner, or five “helpers”?Do you measure trade capture and appraisal volume weekly, or guess?Is your buy center run by an A player, or whoever is available?Does your store run on one simple cadence, or a thousand exceptions?

In this episode of the Targeted Lead Generation Podcast, Coach Manny discusses the importance of listening skills in business and personal interactions. He shares insights from his book "Stop, Listen, and Lead" and emphasized the value of genuine interest, maintaining eye contact, and embracing silence during conversations. Manny provides practical exercises to help listeners improve their listening skills, including counting to ten before responding and practicing note-taking without formulating immediate responses. He also addresses the "itchy pants syndrome" - the urge to interrupt others - and encouraged listeners to catch and redirect this impulse. Through personal anecdotes and examples, Manny demonstrates how effective listening can lead to better business outcomes, deeper relationships, and personal growth. Manny@mannynowak.com Coachmanny.com Book Avaliable on Amazon https://tinyurl.com/3x9jcvkt   Super Listening for Leadership Success Manny discussed the importance of listening in business and personal life, quoting Stephen Covey that people often listen to reply rather than understand. He shared a story about a school incident where miscommunication led to 2,550 students receiving false detention notices, emphasizing how better listening could have prevented the situation. Manny introduced his book "Stop, Listen, and Lead" and outlined the first key to becoming a super listener: being genuinely interested. Enhancing Genuine Listening Skills Manny discussed the importance of genuine interest in listening, drawing from Dale Carnegie's principles. He emphasized that successful listeners are fully present and engaged, using eye contact, nodding, and other positive cues to show genuine interest. Manny encouraged participants to reflect on their own listening habits and suggested a simple exercise to improve their listening skills moving forward. Enhancing Active Listening Techniques Manny shared techniques for improving listening skills, emphasizing the importance of note-taking, maintaining eye contact, and practicing mindfulness during conversations. He encouraged participants to focus entirely on the person they are speaking with, comparing it to a surgeon's concentration during an operation. Manny advised keeping a log of experiences to reflect on and learn from, stating that practice is essential for mastering these skills. Active Listening and Personal Reflection Manny discussed the importance of personal reflection and active listening, sharing his experience of transforming his listening skills during Marine Corps boot camp. He emphasized the value of truly hearing others and the impact it can have on relationships and success. Manny also introduced the concept of "being quiet" and using silence effectively in conversations, quoting Albert Hubbard's insight about the significance of understanding silence. Strategic Use of Silence in Sales Manny discussed the importance of allowing silence in sales conversations, explaining that people often talk too soon and miss opportunities by rushing to fill silence. He shared examples of how silence can be used strategically, such as in negotiations and dating scenarios, and emphasized that giving others time to think can lead to better outcomes. Manny noted that many people view silence as taboo, but he suggested that allowing silence can reveal important information and help close deals. Embracing Silence in Conversations Manny discussed the importance of embracing silence in conversations, particularly in sales contexts, to encourage people to share more information. He suggested trying a simple exercise of leaving silence during conversations with a spouse, partner, or friend, and noted that people often fill silence to avoid discomfort. Manny emphasized that allowing silence can lead to richer conversations and provide valuable insights, as people may share more than intended when given the space to reflect. The Power of Silence in Communication Manny discussed the importance of silence in communication, explaining that it can lead to valuable insights and help close deals. He encouraged listeners to practice counting to ten before responding to questions, noting that this often leads to the other person providing information. Manny shared a personal experience where a four-second pause after a pitch led to a client discussing financial data, demonstrating the power of silence in gathering information. Embracing Silence in Communication Manny discussed the importance of embracing silence in communication, explaining that it can lead to better learning and business outcomes. He shared personal experiences where clients unexpectedly made decisions during silent moments. Manny encouraged listeners to practice remaining quiet during conversations, documenting their experiences and noting any feelings of anxiety. He emphasized that patience is key and that often, valuable information follows periods of silence. Silence as a Sales Strategy Jessica, a seasoned sales representative, faced a challenge during a meeting with a potential client, David, who was hesitant about upgrading their CRM system due to cost and implementation concerns. Despite feeling the pressure to fill the silence, Jessica recalled a training lesson and chose to remain quiet, allowing the silence to linger. This decision helped David process the information, and he gradually became more receptive to the benefits of the upgrade. Empowering Clients Through Listening Manny shared a story about Jessica's successful sales approach, where she used silence and active listening to help David overcome his concerns about a new training system. Through careful questioning and allowing space for thought, Jessica helped David realize the benefits of the system himself, leading to his decision to sign the contract. The story illustrates how effective listening and silence can empower clients to reach their own conclusions, resulting in successful outcomes. Enhancing Listening for Leadership Manny discussed the importance of effective listening in team and client interactions, referencing his book "Stop. Listen. and Lead" and offering a half-day seminar on listening skills. He introduced the concept of "Itchy Pants Syndrome," which describes the urge to immediately respond to questions or situations, and emphasized the value of patience in uncovering hidden secrets. Manny encouraged attendees to apply these lessons to improve their professional interactions. Active Listening: Key to Success Manny discussed the importance of active listening in team discussions and sales interactions. He explained that when people start formulating responses, they stop listening effectively, which can lead to missed opportunities and poor decision-making. Manny shared a story about a project manager who failed to listen to her team's feedback, resulting in project delays. He suggested exercises to help people overcome the tendency to interrupt and focus on listening instead. Enhancing Active Listening Techniques Manny discussed strategies for improving listening skills, emphasizing the importance of recognizing and redirecting the "itchy pants syndrome" - the urge to interrupt while someone else is speaking. He advised writing a note to oneself when this happens and focusing on active note-taking during conversations without planning responses. Manny also highlighted the value of allowing silence after someone finishes speaking and encouraged patience until the speaker indicates they are done. Active Listening: A Business Opportunity Manny discussed the importance of active listening and shared a personal story about a missed business opportunity due to interrupting a client and failing to understand their priorities. He encouraged listeners to practice active listening techniques and offered resources, including an audio version of the podcast and a book, for further learning. Manny concluded by inviting feedback and encouraging listeners to subscribe and share their thoughts.

People Leave™ — and in 2026, the pace and intensity of transition is accelerating. In this episode, Naomi Hattaway, interim leader and organizational health builder, shares what it actually takes to build nonprofit health through uncertainty before someone resigns. We talk about the hidden fragility that uncertainty exposes (founder dependency, undocumented roles, disengaged boards), and the practical foundations that help teams stay aligned when everything feels on fire.You'll walk away with concrete tools for transition readiness, including how to:Treat turnover as normal — not a crisis — so you plan for departures instead of getting blindsidedBuild real financial resilience with reserves and budgets that account for searches, interims, and transition supportCreate simple documentation so critical knowledge isn't trapped in one person's headGrow “endings literacy” by talking openly about departures, loss, and what it means to leave wellCenter humanity in hard moments with grief-aware practices, dignified layoffs, and stay interviews Because healthy systems don't stop people from leaving — they make it possible for people to leave well.Episode HighlightsUnderstanding Uncertainty in 2026 (02:06)Proactive vs Reactive Approaches (05:39)The Importance of Infrastructure (07:54)Endings Literacy: Navigating Transitions (13:30)Creating a Culture of Grief and Loss (22:00)Leaving Well: The Art of Transition (28:26)Human-Centered Change in High-Stress Environments (31:25)Naomi's One Good Thing (35:07)Dive Deeper:Naomi's WebsiteTransition Archetype QuizEpisode Shownotes: www.weareforgood.com/episode/673Thank you to our partners

As we head into 2026, this episode breaks down the simple but essential moves you need to make now to set your business up for a strong year ahead. We talk about cutting out distractions, getting your finances and CRM organized, and focusing on what actually moves the needle. We also cover why taking care of yourself matters more than you think, how email marketing keeps you connected when social media gets noisy, and the importance of checking in with your team. If you want a clear, grounded way to start the year focused and prepared, this episode is for you. Let's dive in!

In this episode of Run the Numbers, CJ sits down with Jason Kong, General Partner at Base10 Ventures, to unpack the firm's focus on “automation for the real economy” — software built for industries most tech investors overlook, but the world depends on. Jason breaks down what makes Series B investing uniquely hard, how he evaluates back-office and vertical SaaS opportunities, and where markets tip from niche to overcrowded. They also discuss Base10's decision to donate 50% of profits to fund scholarships, plus a lightning round spanning fantasy football, shorting SaaS in 2022, and a venture take that might spark debate.—SPONSORS:Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metrics—LINKS:Jason on LinkedIn: https://www.linkedin.com/in/jasonykong/Base10 Partners: https://base10.vc/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Scaling to $1B+ Revenue: From ServiceNow to Samsara | Dominic Phillipshttps://youtu.be/vBY6WZBMljw—TIMESTAMPS:00:00:00 Preview and Intro00:02:20 Sponsors — Metronome, RightRev, Rillet00:06:02 Base10 Background00:06:41 Automation for the Real Economy00:09:27 Vertical vs. Horizontal Software00:10:38 Cash Flow and Durability00:11:19 Product-Market Fit and ROI00:12:56 Growth Limits Selling to Tech00:13:19 The Size of the Real Economy00:14:16 Sponsors — Tabs, Abacum, Brex00:18:50 Base10's Giving Model00:20:30 Access, Education, and Tech00:21:53 Purpose and Founder Alignment00:22:51 Radical Transparency00:23:56 Portfolio Focus and Strategy00:24:05 Investing Ahead of Consensus00:26:29 ERP Adjacency as Alpha00:28:58 Lessons From Hedge Funds00:32:29 Public Markets Reality00:34:05 Public vs. Private Investing00:34:48 The Series B Sweet Spot00:36:49 A Bifurcated Series B Market00:38:56 Fast Series Bs and 2021 Vibes00:42:16 What Series B Looks Like Now00:44:36 Back Office Automation00:46:02 ERP-Centric Workflows00:48:33 Long-Ass Lightning Round00:49:36 Shorting SaaS in 202200:50:16 Fantasy Football and Investing00:52:57 Career Advice That Surprises00:55:03 A Contrarian Venture Take00:56:22 Credits#RunTheNumbersPodcast #SeriesB #RealEconomy #VerticalSaaS #BackOfficeAutomation This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

What really happens after the sale determines whether a customer becomes loyal—or disappears forever. In this episode of the Driven Loyalty Podcast, Jason Harris sits down with Joe Webb to unpack one of the biggest loyalty killers in automotive retail: poor post-sale engagement. This isn't about CRM checkboxes or automated follow-ups. It's about intentional communication, real human connection, and building processes that empower your team to do the right thing—every time. If you're tired of spending more on marketing just to replace customers you already earned, this conversation will challenge how you think about post-sale strategy—and show you what actually moves the needle. ⚡Powered by Podium, redefining customer connection. Visit: https://www.podium.com/swj

Zvi Band is a developer, serial founder, and relationship-driven entrepreneur best known for building Contactually, the much-loved CRM he scaled to over $10 million in revenue before selling to real estate giant Compass in a deal valued north of $20 million. In addition to founding and exiting venture-backed companies, he's written a book, coached thousands of professionals, and now leads Relatable, a personal CRM designed to help people deepen trusted relationships instead of just “monetizing contacts.” In this conversation, he unpacks how AI is blowing the doors off traditional software gatekeeping and what non-technical founders can realistically build in the next 30 days. On this episode we talk about: How AI has collapsed the barrier to building software—from needing a technical co-founder or expensive dev team to being able to spin up a working web app in a matter of hours. What non-technical founders should actually learn first (hint: product thinking and clear specs) instead of trying to become full-stack engineers. Which AI-powered tools can help you go from “idea in your head” to V1 MVP—covering product specs, code, hosting, and iteration. How to think about UX/UI in an AI world, including using real-world visuals and brand cues to guide your app's look and feel. Where AI is taking the software and career landscape next, from solo-built seven–eight figure products to massive retraining opportunities as lower-level jobs get automated. Top 3 Takeaways 1.  You no longer need a technical co-founder to ship a real product; if you can clearly describe what you want and think like a product manager, AI can handle most of the coding and infrastructure for a basic business app.2.  The real “execution risk” has shifted from writing clean code to building the right thing, matching real user journeys, and finding distribution in an increasingly noisy, AI-generated world.3.  AI will both automate low-level work and open up huge opportunities in enablement—helping industries adopt AI, retraining displaced workers, and giving more people a viable path into software and entrepreneurship. Notable Quotes   "Even if the code is ‘throwaway,' it costs you next to nothing now to have AI build a V1 while you sleep."   "Anyone can tell an AI to make a CRM; very few people can make a CRM informed by fifteen years of thinking deeply about relationships."   "As AI takes more tasks off your plate, the real question is whether you'll use that freed-up time to invest in relationships or just scroll more content." Connect with Zvi Band: Website: https://www.zviband.com Relatable (personal CRM): https://relatable.one ✖️✖️✖️✖️

MIT reports that 95% of AI initiatives are failing to show ROI. Pablo Dominguez, Operating Partner at Insight Partners, joins the show to explain how to escape that group, and be in the 5% of companies that succeed. Pablo opens the playbook on "Dylan," Insight's internal system of 13 autonomous agents that cut their due diligence process from 35 hours down to 14. Other high points: How Insight used tools like Relevance AI and Gong to build an agent swarm that handles research, analysis, and data cleaning. Why Engineers aren't necessarily who you'd want to build these workflows (and who you need instead) How the CEO of a successful SaaS company is aiming for 5x developer productivity in 2026 Plus the "why" behind some spicy 2026 predictions like: the death of the traditional CRM, Sam Altman's potential exit from OpenAI, and the coming consolidation of "vibe coding" platforms. Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Introduction: Pablo Dominguez and Insight Partners 04:57 Insight's Structure and Value Creation Engine 08:12 Why Most Companies Fail to Get AI ROI 11:05 Case Study: Automating Diligence with AI Agents 15:39 Resources Required to Build Autonomous Systems 21:23 Managing Hallucinations and Accuracy in AI 31:09 Scaling AI Literacy and Organizational Fluency 37:15 Measuring Engineering Productivity and Cloud Coding 43:14 Balancing AI Automation with Human Authenticity 52:23 Market Trends: Buyer Behavior and Churn Risks 57:18 The Spectrum: From Workflows to Agentic Systems 01:01:13 Why Retention Issues Are Always Product Problems 01:04:35 Bold Industry Predictions for 2026 01:05:43 The Potential Death of the Traditional CRM  

As we head into 2026, many roofing contractors are rethinking how they build their business—focusing less on chaos and top-line growth, and more on profitability, structure, and long-term value.In this episode, Dave Sullivan sits down with Tim Brown of Hook Agency, who's doing something unexpected: launching his own roofing company, Owl Roofing. Dave walks Tim through the One-Page Business Plan framework to pressure-test the idea, clarify the strategy, and uncover the real challenges that come with starting a roofing business the right way.This conversation goes far beyond marketing. Tim and Dave dig into storm work vs. retail, branding and positioning, financing-first selling, leadership depth, production risks, and what it really takes to build a roofing company that can grow without relying on the owner every day.If you're planning your 2026 strategy—or thinking about starting, scaling, or eventually stepping back from your business—this episode will sharpen your thinking fast.What you'll hear in this episode:Why Tim Brown is launching Owl Roofing and what he hopes to buildUsing the One-Page Business Plan to create clarity and directionStorm work vs. retail roofing and how to think about the mixWhy being “five-mile-famous” beats spreading marketing thinThe two biggest homeowner complaints: communication and clean-upFinancing-first selling: why homeowners buy payments, not pricesDave's three-legged stool framework: Sell Work, Do Work, Keep ScoreThe real risks in roofing: hiring, production handoffs, insurance tightening, and cash flowBuilding a business that creates options—sell it, step back, or keep it cash flowingResources mentioned:Free One-Page Business Plan for Roofing Contractors → https://theroofercoach.com/resources Roofing Success Audit → https://theroofercoach.com/resources Hook Agency → https://hookagency.comTrusted & Vetted Sponsors:Ruby Receptionists – US-based professionals who answer your phones live, create a great first impression, and tee up the sale so you can focus on running your business.Get $150 off your first month → https://theroofercoach.com/rubyProLine – The roofing CRM that sells more jobs and helps you make it home for dinner. Automate follow-up, quoting, and...

OIN OUR FACEBOOK GROUP:   / 1bmudi9htk  In 2025, two forces are colliding fast: AI and blue-collar trades.In this episode, Chris Lee sits down with the team from Callsource to unpack what's actually happening when home service companies replace CSRs with AI voice/text bots — and why it can quietly destroy trust, create missed revenue, and damage your brand even when the phones are ringing.They break down real call data (including thousands of inbound calls handled by AI), the hidden “zero outcome” problem, incorrect dispositions inside the CRM, and why most owners don't realize the damage until conversion drops and the backlog tightens. Then they get practical: what a hybrid AI + human model looks like, how to build a manual process first (even if it starts in a spreadsheet), and how fast follow-up and human empathy can recover deals your competitors would've taken.If you run a plumbing, HVAC, electrical, or other home service business and you're considering AI for inbound calls, this is the episode you need before you flip that switch.CONNECT WITH ME ON SOCIAL MEDIA!TEXT ME: 509-905-4109INSTAGRAM: https://www.instagram.com/chrisleeqb/...FACEBOOK:   / chrisleeqb  TIKTOK:   / uc6m5_nuhcx-jdtyb4ge8giq   Partner Spotlight: 1SEO Digital Agency: At Next Level Pros, we teach you the best ways HOW to market your business. If you want additional hands-on help executing, we trust 1SEO, our marketing partner. They implement SEO, PPC, Google Local Services Ads, and high-performance websites that turn stronger operations into booked jobs. Learn more or book a consult: https://1seo.com/next-level-pros/

Christine Nolan, four-time President's Club enterprise sales leader at Asana, shares tactical frameworks for multithreading complex enterprise deals by mapping real power, navigating internal politics, and turning champions into organization-wide access. A practical playbook for winning, expanding, and controlling high-stakes, multi-stakeholder sales cycles.