Podcasts about CRM

Good news! You don't have to wait for a "lucky break" or a better economy to find financial security. There is one specific skill that, once mastered, ensures you will never be broke a day in your life. In this episode, I'm joined by Shelby Sapp, sales expert and founder of She Sells Academy, to break down the mindset, language, and energy shifts that make the most powerful skill a woman can learn. We talk about the "Organized Psychopath" framework for handling rejection, the psychological shift required to move from being a victim of your environment to the driver of it, how learning to sell gives you control over your income, opportunities, and MORE. Get ready to rethink everything you thought you knew about sales! Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS 00:00 Why learning sales gives you lifelong financial security. 06:45 How do you create content consistently?  10:00 The data behind why women naturally outperform men in high-ticket environments. 13:15 Why traditional rapport building is actually wasting your time. 16:30 What are the ways to establish rapport? 19:30 What makes a good salesperson? 26:00 How to create a character that protects you from rejection. 33:15 Shelby's story of choosing "the hard way" against family advice. 38:30 The ROI of getting into sales. 41:00 How to win an investor's heart by selling the experience, not the AI. 46:45 Are you a victim of your environment or the driver of it? 49:30 The mathematical formula to create urgency without being "sleazy." 56:00 How to find the one thing your client is willing to pay for. 01:03:45 How to overcome the 6 most common sales objections. 01:07:00 The A-A-A-R Framework to neutralize tension and close the deal. 01:14:30 The #1 way to kill your cash collection. 01:18:45 How to increase your worth based on your overhead and impact. 01:21:00 The only skill that guarantees you will never be broke again.  01:23:30 How to use your 5-to-9 to replace your 9-to-5. 01:28:45 The story of a single mom who went from $0 to buying investment properties in 30 days. 01:32:15 Why never addressing drama is the only way to win against the "haters." RESOURCES Join the She Sells Academy HERE! Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Shelby: @shelby.sapp

Episode 627 Schedule a one on one free coaching call, click here or visit LoanOfficerStrategyCall.com. Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl White sits down with Kevin Gillespie to tackle one of the most misunderstood tools in a loan officer's business: the CRM. They unpack why so many LOs either hide inside their CRM to avoid making calls or ignore it altogether, and how both extremes quietly cost them deals every single month. They break down the biggest mistakes loan officers make, including expecting automation to replace conversations, letting their database go stale, overcomplicating campaigns, and promoting the company brand while forgetting that people refer people, not logos. Carl shares why the CRM should support your calls, not substitute for them, and how simple systems beat fancy setups every time. You will also hear the math behind why every 100 contacts in your database can be worth 12 loans a year, how "octopus marketing" keeps you top of mind across multiple channels, and why retargeted ads to your database and referral partners can dramatically increase your visibility for just a few dollars a day. If you are a loan officer or branch leader who wants to stop overthinking your CRM and start turning it into a predictable income machine, this episode lays out a simple, practical game plan you can implement immediately. If you are a branch manager or owner who wants help building a branded, attraction-based marketing system that actually drives production, learn more at ProfitDrivenPlan.com.

Customer Relationship Management (CRM) platforms have long been at the heart of sales organizations, promising improved insights and streamlined processes. Yet, as businesses evolved, so did their CRMs, sometimes for better, sometimes not. In this episode of the Sales Reinvented podcast, I was joined by Tim Gale, European new business sales leader at Sugar CRM, to discuss what CRM 3.0 means in an age where information overload is the new normal.  You'll hear why having too much data can actually hurt sales teams, and learn Tim's top strategies for turning CRM insights into meaningful actions. The conversation gets into the power, and limitations, of AI and automation in CRM, emphasizing where human judgment still makes the difference. Tim also shares his top dos and don'ts for organizations moving toward CRM 3.0, and tells a compelling real-world story of how smart CRM clarity boosted sales performance and revenue. Outline of This Episode 00:00 CRM 3.0: From data to clarity. 03:05 Data overload and inefficiency. 06:10 Leveraging data for sales insights. 09:59 AI as enabler, not a replacement. 15:38 Insights through real-world practice. 18:28 Custom CRMs boost adoption. CRM: From Data Dump to Decision Engine CRM used to function like a digital Rolodex, a static data repository. Then they evolved to offer improved connectivity between sales, marketing, and service, but they still largely functioned as a record of "what happened." The real shift has come with CRM 3.0. It's not about gathering as much data as possible, but about capturing intelligence and clarity through the ABCs: Artificial, Business, and Contextual Intelligence. CRM 3.0 focuses on providing actionable insights, using AI and automation to help sellers know exactly where to spend their time for the most impact.  Signs Your CRM Is Creating Complexity (And How to Fix It) A common pitfall in sales organizations is data overload. Tim warns that when sales reps spend more time building reports or wading through endless, irrelevant fields, dashboards, and admin tasks, their CRM is failing them. The litmus test is if your teams can't answer simple, strategic questions such as "Which deals are most likely to close this week?" or "Which accounts need attention?" in seconds. If not, your CRM has become noise instead of guidance. If data doesn't drive action within 30 seconds, it's probably just noise. Practical Steps to Transform Data Into Action Empowering sales reps, not overwhelming them, is the mark of an effective CRM. Tim suggests three practical strategies: Focus on Next Best Actions: Use AI-driven prompts to guide reps toward hot opportunities, alert them when proposals are engaged with, and ensure they're not missing out on key prospects. Integrate ERP Insights: Link CRM with ERP systems to surface valuable trends, giving sellers visibility into buying patterns and upsell opportunities they might otherwise miss. Visualize Outcomes, Not Just Activities: Track KPIs and account health, but connect them directly to actionable insights such as pipeline movement and client retention risks. Action beats analytics, it's not about what happened, but what to do next. Choosing Clarity Over Complexity For sales leaders, the challenge isn't just managing data, but distilling it down to what matters. If data doesn't change a decision or behavior, it shouldn't be on the dashboard. Metrics should be meaningful, drive clear next steps, and support precision selling. Leaders must aim for executive sponsorship, clear business outcomes, and simplification at every turn. Many CRM initiatives fail due to noisy systems and poor change management, a reminder that technology alone isn't enough. AI is Human Judgment's Partner, Not Its Replacement Even as AI and automation transform CRM, the human element remains irreplaceable. AI can predict "what," but only humans can interpret "why", understanding emotion, tone, and true intent. CRM 3.0 should empower sales professionals, not replace their expertise. AI is an enabler, not just a technology. It's there to take away human admin and let us spend more time building relationships and serving clients. Tim shares a great case study of a manufacturing client whose previous CRM was so complex that sales teams reverted to Excel, losing critical insights. By designing a CRM tailored to user groups and focusing on clarity, engagement soared. Adoption hit 100%, pipeline increased 42%, and sales targets were exceeded by 44%. The lesson is that clarity drives action, and action drives performance. CRM 3.0 isn't just a technological upgrade, it's a philosophy shift. By prioritizing simplicity, actionable insights, and human intelligence, sales teams can transform data overload into real, measurable success. Resources & People Mentioned SugarCRM  Connect with Tim Gale Tim Gale on LinkedIn Tim Gale on X Connect With Paul Watts  LinkedIn Twitter  Subscribe to SALES REINVENTED Audio Production and Show Notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Are you consuming the right inputs for your next level? In this episode, Chris and I talk about one of the hardest but most important truths in business and life. We break down our “crowd your plate” mindset for surrounding yourself with supportive, high level people. I share how I had to break old family patterns and rewrite my story around health, while Chris talks about how this same principle applies to success in business and networking. Get ready to shift your mindset, your circle, and your results. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS Our “crowd your plate” mindset for filling your life with positive and supportive people. How I overcame a “broke” family mindset to transform my health. What to do if your toughest critics are family or coworkers. How to shift your consumption (podcasts, music, media, rooms) to change your beliefs. One question to ask yourself if you're not seeing the results you want. How to know when it's time to change out your circle and upgrade your support system. RESOURCES Join our next VIP Weekend Mastermind ⁠HERE⁠! Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci

For years, leadership has been associated with charisma, confidence, and speaking the loudest in the room. But what if some of the most powerful leadership traits are actually quiet ones? In this episode, I'm joined by leadership expert and author Jennifer Kahnweiler to talk about the strengths of introverted leaders. We break down the misconceptions around introversion, why many successful leaders are secretly introverted, and how preparation, listening, and thoughtful presence can become leadership superpowers. Tune in to rethink what effective leadership looks like and learn how quiet strengths can create lasting influence. Check out our sponsors: Northwest Registered Agent - Protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit ⁠https://www.northwestregisteredagent.com/achieverfree⁠ Shopify - Sign up for a $1 per month trial, just go to ⁠http://shopify.com/anxiousachiever⁠ Talkiatry - Head to ⁠http://talkiaitry.com/achiever⁠ and complete the short assessment to get matched with an in network psychiatrist in just a few minutes. Working Genius - Take the working genius assessment today and get 20% off with code ACHIEVER at working ⁠http://genius.com⁠ Brevo - Meet brevo, the all in one marketing and CRM platform built to help you connect with customers, boost engagement and grow your business smarter. Go to ⁠brevo.com/achiever⁠ and use code ACHIEVER50 for 50% off.  In this Episode, You Will Learn 00:00 Why introverted leadership is often misunderstood. 03:45 What is an introverted leader? 06:00 What has changed and what hasn't for introverts at work. 10:30 Are you adapting or just exhausted? 14:45 The 4 P's of introverted leadership. 18:30 Why telling your team you're an introvert is a leadership hack. 21:30 Why quiet men face unique workplace bias. 27:15 The connection between introversion, anxiety, and performance. 33:00 How introverted leaders prepare for high-stakes meetings. 35:15 Techniques to make meetings more introvert-friendly. 39:15 How giving teammates a heads-up increases participation. 44:30 How to show presence in meetings without talking more. 47:45 The introvert's guide to not burning out in a hybrid world. Resources + Links Learn more about Jennifer Kahnweiler ⁠HERE⁠ Listen to Jennifer's podcast: ⁠The Introvert Ally Podcast⁠ Get a copy of my book - ⁠The Anxious Achiever⁠ Watch the podcast on ⁠YouTube⁠  Find more resources on our website ⁠morraam.com⁠ Follow Follow me: on LinkedIn ⁠@morraaronsmele⁠ + Instagram ⁠@morraam⁠ Follow Jennifer: on LinkedIn ⁠@jenniferkahnweiler⁠ + Instagram ⁠@jenniferkahnweiler

Full Video HERE We did the one thing you're never supposed to do: We tried to blast our entire contact list of 224,000 people. But instead of sending generic spam, we built a workflow in Clay to automate the deep research usually reserved for one-off emails. The goal? To find sales leaders whose *own reps* were already watching our content, and use that data to send 6,000+ hyper-personalized messages at scale. In this video, we break down the exact 5-step workflow we used to filter our list, the "Trojan Horse" data strategy we used to personalize every single message, and the honest results of the campaign (including the big mistake that cost us thousands of opens). ====== GET THE RESOURCES FROM THIS VIDEO - Steal the Clay Prospecting Table we used: https://app.clay.com/shared-workbook/share_0t9swvgU7tkm8MGhuKZ - The Exact ChatGPT Email Prompt: https://www.30mpc.com/blog/chatgpt-prompt-b2b-courses ====== THE TECH STACK - Data Enrichment: Clay - CRM Source: HubSpot - Email Writing: Anthropic (Claude) via Clay - Sequencing: Clay Sequencer - Data Sources: LinkedIn, Newsletter Lists ====== ABOUT THIS EXPERIMENT Most people think you have to choose between "mass blast" and "manual personalization." We wanted to prove you can do both. We took a list of 224,000 followers, threw them into a Clay table to enrich the data, and filtered for Sales VPs with 10+ reps. We then cross-referenced that with our CRM to see which specific reps on their teams were consuming 30MPC content. The result? An AI-written email that looked 100% human-written, referencing specific employees by name. Watch to see: 1. How we filtered 224,000 leads down to the top 1% highest intent buyers. 2. The specific AI prompt that references rep names and consumed content. 3. Why running this campaign in December was a massive failure.

The Secret Weapon for Scaling Your Real Estate BusinessAre you a "solopreneur" working a demanding nine-to-five while trying to build a real estate empire in the margins of your day? Most part-time investors find that marketing and due diligence are the first things to fall off the plate when they get home exhausted at 6:00 PM. But if you want to reach six figures in your first year, you cannot keep doing $15-an-hour tasks and expect a high-level bank account. In this episode, we're diving deep into the tactical side of leveraging virtual assistants (VAs) to clone your efforts, automate your systems, and ensure your business is working—even while you're asleep. Key Strategies for Leveraging a Virtual AssistantAutomated Due Diligence & Spreadsheet Scrubbing: Instead of manually checking every asset on a tape, a trained VA can "scrub" your spreadsheets to pull Zillow values, rental rates, and back taxes. They can even save property photos into a Dropbox and run preliminary calculations based on your specific formulas, delivering a narrowed-down list for your final review. Dominating Local Markets via Direct Marketing: A VA can act as your "social sleuth," performing skip tracing to find borrower phone numbers and emails or pulling IRA investor contacts directly from county records. They can manage your entire marketing funnel—from designing postcards in Canva to executing mail merges and scheduling email blasts in your CRM—so your outreach stays consistent without you lifting a finger. Social Media & Content Management: Don't let your social profiles become a "ghost town." VAs can take your recorded podcast audio or video and transform it into YouTube descriptions, blog posts, and LinkedIn newsletters. They can also manage your Facebook groups, design daily marketing graphics, and ensure your "30 by 30" marketing matrix is executed every single day. High-Level Asset Management & Outreach: Beyond simple admin tasks, VAs can handle the heavy lifting of calling bank asset managers or research probate leads in specific counties. They can also serve as a "contract-to-close" manager, coordinating between attorneys, loan processors, and service providers to ensure your deals move from a signed contract to a funded asset smoothly. The ROI of Delegation: While a quality real estate VA typically costs between $10 and $12 an hour, the return on investment is massive. For roughly $850 a month, you gain 20 hours of weekly productivity that allows you to focus on the "big rocks"—finding deals and raising capital. This system replaces the need for expensive local office space and full-time staff while providing a 24/7 engine for your business growth. Success in real estate investing isn't about working harder; it's about working smarter by delegating the tasks that are below your pay grade. As we move through 2026, the gap between the "hobbyists" and the "heavy hitters" will be defined by who uses the tools of automation and delegation most effectively. Don't wait for "perfection" to start marketing—perfection is the enemy of results. Take action today, find a partner like Riva Global to help you staff up, and start focusing on the big-money moves that will actually change your life. Ready to stop doing it all yourself? Book a call at talkwithscottcarson.com to discuss how we can help you systematize your note business for the new year!Watch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

In this powerful episode of the Millionaire Car Salesman Podcast, Sean V. Bradley sits down with former UFC Heavyweight Champion Tim Sylvia and Jake Rask, VP of Oval Business Solutions, for a conversation that connects championship-level discipline with dealership-level profitability! What does elite combat sports training have to do with running a successful car dealership? More than you think. "Training, role play, practice, drill, rehearse… the quick you get it done, the quicker you figure that out, the better off you're going to be." - Tim Sylvia This episode explores how the mindset, preparation, and strategic execution required to win at the highest levels of professional sports translate directly into leadership, performance, and financial optimization inside the automotive industry. The discussion moves beyond motivation and into real-world business impact… especially when it comes to identifying hidden financial leaks that most dealerships overlook. "The food tastes different if you sit at a table with winners." - Jake Rask Sean, Tim, and Jake dive into operational blind spots, financial awareness, and why dealerships must take a closer look at the systems quietly affecting their bottom line. It's not just about selling more cars, it's about protecting the profit you're already earning. "We truly want to build legacies. We are not in this just to make a quick buck." - Tim Sylvia If you're a dealer principal, general manager, sales manager, or automotive entrepreneur looking to tighten operations and strengthen profitability in 2026 and beyond, this episode delivers a perspective you won't hear anywhere else. Because sometimes the biggest wins don't happen on the showroom floor… they happen behind the scenes!   Key Takeaways: ✅ Training and Discipline: Tim Sylvia emphasizes that success in both professional sports and business relies heavily on consistent training, discipline, and dedication. ✅ Operational Cost Savings: Oval Business Solutions offers car dealerships the opportunity to significantly reduce credit card processing fees, often saving tens of thousands annually. ✅ Strategic Partnerships: By leveraging a legacy contract, Oval Business Solutions provides unmatched rates in the market, helped by the strong partnerships and experience Jake Rask brings to the table. ✅ Personalized Services: The guests highlight their family-owned business approach, which guarantees personalized and reliable customer service, setting them apart from larger, impersonal corporations. ✅ Community Engagement: Tim Sylvia offers to visit client dealerships for promotional events, reflecting a commitment to building strong community and customer relationships.   About Tim Sylvia Tim Sylvia is a former UFC Heavyweight Champion widely respected in the mixed martial arts (MMA) community for his impressive record and dedication to the sport. Over his career, he achieved notable victories and was known for his commitment to training and peak physical performance. Recently, Tim has embarked on a new journey in the automotive industry, bringing his champion mindset to Oval Business Solutions, where he is involved in strategic partnerships and development. About Jake Rask Jake Rask is the Vice President of Oval Business Solutions, a leading company with over 30 years of experience in credit card processing. With a background as a dealership principal and prior connections to major business figures, he offers expert insights into the complexities of credit card fee management, aiming to save dealerships substantial operational costs.     Saving Dealers Big Bucks: Credit Card Fee Solutions Unveiled Key Takeaways Unseen savings opportunities exist within automotive dealership processes, particularly in credit card processing fees. These fees, if unchecked, can heavily impact profit margins. In both sports and business, honesty and dedication can separate the champions from the amateurs. This principle is echoed by former UFC Champion Tim Sylvia, who emphasizes hard work and honesty in whatever venture you undertake. Partnerships with seasoned professionals from diverse backgrounds, like those in the UFC, offer unique insights and solutions that can shift a dealership's financial trajectory. Leveraging Unseen Opportunities in Credit Card Processing In the competitive world of automotive sales, finding untapped resources for savings can be revolutionary. Sean V. Bradley and his guest, former UFC heavyweight champion Tim Sylvia, discuss a topic that often goes unnoticed—credit card processing fees. Sylvia, now an advocate for greater transparency in credit card processing through his partnership with Oval Business Solutions, highlights the significant impact these fees can have on a dealership's bottom line. "Just to pay for their stupid credit card fee," Sylvia points out, "they have to sell six cars." A startling realization when considering the average dealership's sales metrics, it illustrates how these hidden costs may significantly hinder financial growth. Instead of falling prey to these fees, dealers have the opportunity to reduce them by partnering with experts who understand the intricacies of the industry. By transitioning to strategies that prioritize transparency and efficiency, dealers could potentially recover thousands of dollars otherwise lost to excessive processing charges. This newfound capital can be reinvested into operations that drive advancement and success. The Importance of Training: Lessons from the Octagon Sylvia draws parallels between the dedication needed for professional sports and business success. His transition from a UFC champion to a formidable figure in the automotive credit card processing sphere underscores the significance of relentless training and discipline. "The quicker you get it done, the quicker you figure that out, the better off you're gonna be," Sylvia advises, a testament to how champions hone their skills—a process applicable beyond the ring. Dealers, much like athletes, must train continuously, embracing cutting-edge strategies and technologies to stay ahead. Dealers who invest in extensive training enjoy a tangible edge over competitors who rely on outdated practices. As highlighted further during the podcast, training should not end with just mastering sales tactics. It encompasses knowing every facet of the business, from customer interaction to financial strategies—ensuring every tax dollar saved and every sale made contribute significantly to the dealership's profitability. Collaboration Equals Innovation: Bridging Sports and Sales Bradley's podcast shines a light on innovative solutions born from unique collaborations between industries. Sylvia's partnership with Oval Business Solutions, supported by CEO Jake Rask, showcases how harnessing diverse expertise can redefine dealership success. Rask, drawing on his own experiences as a former dealer principal, provides invaluable insights into navigating the often murky waters of credit card processing fees. Rask affirms, "Your vibe attracts your tribe," emphasizing that surrounding oneself with winners cultivates a culture of success across all domains. In dealerships, this principle echoes the necessity of aligning with knowledgeable partners, not only for immediate savings but also for sustained growth potential. This convergence of sports discipline and business acumen can transform auto dealerships, offering creative new pathways to efficiency, profitability, and reputation management by utilizing connections of high esteem and diverse backgrounds. Dealerships seeking to seize these opportunities must consider the benefits of engaging with leaders who bring unique, field-tested experiences and fresh tactics to the table. Utilizing such collaborations in dealership settings furthers growth while substantially boosting the bottom line. By comprehensively exploring hidden savings, deploying relentless training principles, and engaging in strategic collaborations, dealerships can position themselves for enduring profitability and success. The takeaways from this dialogue provide crucial insights into how management can reshape organizational strategies, seizing untapped potentials often overlooked in the realms of financial logistics. With this understanding, stakeholders can initiate transformative changes to tackle both visible and unseen challenges, leading their dealerships toward a prosperous future in the automotive industry.     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.

Michael Bull welcomes Max Sea, Senior Director of Strategy and Operations at VTS. They delve into the current state of the office market and discuss key insights from VTS's annual leasing prediction outlook.Discussions include valuable data on tenant demand trends in major markets like San Francisco and New York, highlighting expected growth rates and the influence of tech and finance sectors, and how the return to office (RTO) trends are shaping demand and the implications for landlords and tenants alike. Tune in for a comprehensive look at the evolving landscape of office leasing and what it means for the future.  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/  

In this livestream-style episode, Michael LaFido shifts from interviewing service providers to spotlighting a real-world success story from one of his Luxury Mastery coaching students, Felita, a Houston-based agent with 24 years of experience. Michael frames the conversation around opportunities—explaining the difference between cold opportunities (people who don't know/like/trust you yet) and warm opportunities (your sphere, CRM, and people who already know you). The main case study: Felita challenged her own limiting beliefs by hosting an open house at a $1.95M listing—nearly 3x higher than the most expensive open house she'd ever hosted (previously ~$650K). Despite little prep time (she hadn't toured the home in advance and didn't deploy as many signs as recommended), she generated strong traffic across the weekend and proved to herself that luxury buyers are “no different than everyone else”—they still respond to confidence, professionalism, and great questions. Michael and Felita unpack why this worked: the listing had been on the market for about 18 months, meaning the listing agent and seller likely felt pressure and welcomed fresh activity. Felita approached the listing agent with a win-win solution, hosted the open house, and used a clear sign-in requirement to maintain control and professionalism. The biggest breakthrough came from her ability to adapt quickly—after noticing visitors cared heavily about schools, she returned the next day with a portfolio/binder of nearby sold homes in the school zone, which helped her build authority fast. That preparation paid off: Felita built rapport with attendees and earned the opportunity to show a couple a $3M home, expanding her confidence and pipeline in higher price points—even though she hadn't personally sold above ~$600K before. The episode closes with Michael encouraging viewers to step out of their comfort zone, leverage OPP (Other People's Properties) with permission, and use simple video before/during/after open houses to position themselves as a trusted authority. Michael also promotes upcoming LUXE Designation training (including an April 16 Houston event) and ends with his signature motivational theme: “Prove them wrong.” Key Takeaways Luxury growth starts by chasing opportunities, not just closings. Hosting higher-end open houses can be a fast path to new relationships and confidence. Stale listings can be a strategic opening for a win-win pitch to the listing agent. Asking great questions + listening creates trust quickly, even in luxury. Adaptation wins: bring value that matches buyer motivation (ex: school-specific portfolio).      

The Secret Weapon for Scaling Your Real Estate BusinessAre you a "solopreneur" working a demanding nine-to-five while trying to build a real estate empire in the margins of your day? Most part-time investors find that marketing and due diligence are the first things to fall off the plate when they get home exhausted at 6:00 PM. But if you want to reach six figures in your first year, you cannot keep doing $15-an-hour tasks and expect a high-level bank account. In this episode, we're diving deep into the tactical side of leveraging virtual assistants (VAs) to clone your efforts, automate your systems, and ensure your business is working—even while you're asleep. Key Strategies for Leveraging a Virtual AssistantAutomated Due Diligence & Spreadsheet Scrubbing: Instead of manually checking every asset on a tape, a trained VA can "scrub" your spreadsheets to pull Zillow values, rental rates, and back taxes. They can even save property photos into a Dropbox and run preliminary calculations based on your specific formulas, delivering a narrowed-down list for your final review. Dominating Local Markets via Direct Marketing: A VA can act as your "social sleuth," performing skip tracing to find borrower phone numbers and emails or pulling IRA investor contacts directly from county records. They can manage your entire marketing funnel—from designing postcards in Canva to executing mail merges and scheduling email blasts in your CRM—so your outreach stays consistent without you lifting a finger. Social Media & Content Management: Don't let your social profiles become a "ghost town." VAs can take your recorded podcast audio or video and transform it into YouTube descriptions, blog posts, and LinkedIn newsletters. They can also manage your Facebook groups, design daily marketing graphics, and ensure your "30 by 30" marketing matrix is executed every single day. High-Level Asset Management & Outreach: Beyond simple admin tasks, VAs can handle the heavy lifting of calling bank asset managers or research probate leads in specific counties. They can also serve as a "contract-to-close" manager, coordinating between attorneys, loan processors, and service providers to ensure your deals move from a signed contract to a funded asset smoothly. The ROI of Delegation: While a quality real estate VA typically costs between $10 and $12 an hour, the return on investment is massive. For roughly $850 a month, you gain 20 hours of weekly productivity that allows you to focus on the "big rocks"—finding deals and raising capital. This system replaces the need for expensive local office space and full-time staff while providing a 24/7 engine for your business growth. Success in real estate investing isn't about working harder; it's about working smarter by delegating the tasks that are below your pay grade. As we move through 2026, the gap between the "hobbyists" and the "heavy hitters" will be defined by who uses the tools of automation and delegation most effectively. Don't wait for "perfection" to start marketing—perfection is the enemy of results. Take action today, find a partner like Riva Global to help you staff up, and start focusing on the big-money moves that will actually change your life. Ready to stop doing it all yourself? Book a call at talkwithscottcarson.com to discuss how we can help you systematize your note business for the new year!Watch the original Video HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join Note Night in America community today:WeCloseNotes.comScott Carson FacebookScott Carson TwitterScott Carson LinkedInNote Night in America YouTubeNote Night in America VimeoScott Carson InstagramWe Close Notes Pinterest

In this episode of the Modern Direct Seller Podcast, we shine the spotlight on one of the most important (and most avoided) activities in direct sales: following up. We're breaking down the real reasons so many sellers skip it, how to shift your mindset around it, and the simple systems you can put in place to stay consistent. The leads are already there. This episode is about making sure they don't go cold, with straightforward strategies to follow up at every stage and build the kind of relationships that keep customers coming back.From a simple Google Sheet to a fully automated CRM, there's a follow-up system for every stage of your business. Grab the free 300 Club Tracker to get started, and head over to Oh My Hi to explore what automated follow-up can look like when your business is ready for it. Time-Based Notes:3:44 - Overcoming the Fear and Mental Blocks Around Follow-Up6:10 - Systems and Tools to Keep Your Follow-Up Organized9:13 - What to Do When You've Waited Too Long12:11 - Follow-Up Strategies for New Leads15:00 - Following Up with New Customers17:37 - The Best Channels and Methods for Follow-Up20:23 - How Much Follow-Up Is Too Much?23:19 - Building Follow-Up Into Your Daily RoutineShow sponsored by CinchShare: The number one most trusted social media scheduling tool for direct sellers. Start your 60 day trial today with coupon code KEYBOARD60 and spend less time posting and more time socializing!Get the full show notes at https://moderndirectseller.com/episode277

January and February feel quiet in the title industry. Closings slow down. Calendars look light. It's tempting to coast. But in this episode, Crosby and Zina challenge that mindset completely. Winter isn't downtime; it's separation season. Revenue is a lagging indicator, and the deals you close in April are a reflection of what you built in February. This deep dive unpacks a three-phase framework called the 90-Day Spring Sprint, a practical roadmap for turning slow months into strategic advantage. From AI-powered CRM segmentation to personalized outreach, fraud-focused authority content, and automated workflows, this episode is a blueprint for reps and agency owners who want to enter spring positioned, not panicked.   What you'll learn from this episode 3 phases of the 90-Day Spring Sprint AI tools that can segment your CRM and surface real market intelligence What kills momentum, and what value-first outreach looks like How to build authority before contracts spike Why hustle isn't the true competitive advantage in 2026   Resources mentioned in this episode ChatGPT Perplexity AI Claude Canva AI Loom Descript Zapier Apollo Clay   Connect With UsLove what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected. Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil Stop waiting on underwriter emails or callbacks—TitleGPT.ai gives you instant, reliable answers to your title questions. Whether it's underwriting, compliance, or tricky closings, the information you need is just a click away. No more delays—work smarter, close faster. Try it now at www.TitleGPT.ai. Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold calling—just real opportunities. Get started at AlltechNationalTitle.com. Extra hands without extra overhead—that's Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.

Du kennst Dein Problem.Du kennst die Lösung.Aber Du handelst nicht.Willkommen im Vertriebsalltag.Zu wenig Neukunden?Zu wenig Umsatz?Zu wenig Marge?Die Analyse ist meist klar.Was fehlt, ist Umsetzung.Solange Anfragen von selbst kommen, bleibst Du reaktiv.Wird es weniger, müsstest Du aktiv werden.Telefonieren.Baldkunden ansprechen.Initiative zeigen.Und genau da meldet sich die Komfortzone.CRM pflegen ist angenehmer als Kaltakquise.Berichte schreiben leichter als Ablehnung riskieren.Nicht 100 Anrufe an zwei Tagen.Sondern:Ein Anruf.Pro Tag.220 Arbeitstage = 220 Kontakte.Selbst bei nur 10 % Quote:22 neue Kunden im Jahr.Ein Gespräch dauert 3–5 Minuten.Dafür findet jeder Zeit.Große Aktionen überfordern.Kleine tägliche Schritte wirken.Tun.Taten.Umsetzen.Nutzen.Wann ist Deine feste Akquise-Zeit?Und wen rufst Du morgen an?Wenn Du Deine Vertriebsstruktur schärfen willst, geh aufwww.walter-peters.de/termin30 Minuten. Klarer Plan. Konkrete Umsetzung.Viel Erfolg und reiche Ernte.Warum Du nicht startestDie Lösung: Minimale KontinuitätDer UnterschiedDein nächster Schritt

Most people don't actually know what it feels like to feel good physically, mentally, or in business. In this episode, Chris and I sit down with our VIP Mastermind guests for 3 powerful conversations that challenge the way you think about performance. Lindsey Burwell talks about metabolism, blood sugar, liver health, and why your body isn't “slowing down. Ashley Ansuini breaks down how to build a magnetic community in business, rally hundreds of people consistently, and scale without losing culture. Then, Dr. Matt Zanis shares about elite recovery, mindset, biohacking myths, and the habits high performers use to stay at the top. Tune in to raise your standards in your body, your leadership, and your life. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit ⁠HERE⁠ Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period ⁠HERE⁠ Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to ⁠H⁠ Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN ⁠HERE⁠ Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go ⁠HERE⁠ right now and support our show by saying you heard about Indeed on Earn Your Happy. Granola - Meet Granola, an AI-powered notepad built for the way real people actually meet. Get three months free ⁠HERE⁠. OSEA - Give your skin a rest with clean, clinically tested skincare from OSEA. Get 10% off your first order sitewide with code EARN ⁠HERE⁠. HIGHLIGHTS 00:00 Meet Lindsey Burwell, founder and CEO of The Patch Method. 04:30 Does your metabolism really slow down as you age? 09:30 The truth about GLP-1s and regulating blood sugar the right way. 14:15 How do you support your liver? 19:15 Is your body really absorbing the supplements you're taking? 27:45 How Ashley Ansuini built a 200+ person weekly rooftop Pilates community. 31:00 How to build culture, retention, and connection in brick and mortar. 41:30 The leadership shift required to scale without losing culture. 47:30 Why training instructors in culture matters more than teaching movement. 53:00 Why teaching trainers became more fulfilling than teaching classes. 55:15 Meet Dr. Matt Zanis, a.k.a. the “puzzle-solving” physical therapist. 01:00:00 Where most people quit recovery and performance progress. 01:08:00 Why men's testosterone levels are at an all-time low. 01:11:15 Most people don't even know what feeling good actually feels like. 01:13:15 The 3 habits elite performers never skip. RESOURCES First 20 listeners get a FREE Patch Kit, and everyone else gets $20 off their first pack:  DM “LORI” to @the.patchmethod - ⁠https://www.instagram.com/the.patchmethod⁠ Shop The Patch Method ⁠HERE⁠ Book a class at The Good Place LV ⁠HERE⁠ Email Matt for private coaching HERE – ⁠matthew@rootedinmovement.com⁠ Apply for the Elite Entrepreneur Mastermind ⁠HERE⁠! Get on the waitlist for Mentor Collective Mastermind ⁠HERE⁠! Try glōci for 40% off your first order with code HAPPY at checkout - head to ⁠getgloci.com⁠ FOLLOW Lori: ⁠@loriharder⁠ Chris: ⁠@chriswharder⁠ glōci: ⁠@getgloci⁠ Lindsey: ⁠@lindseyburwellwellness⁠ The Patch Method: ⁠@the.patchmethod⁠ Ashley: ⁠@_ashleysue_⁠ The Good Place: ⁠@thegoodplacelv⁠ Matt: ⁠@rootedinmvmnt

We look back at stories of companies that were disrupted -- Siebel Systems and Apple (NASDAQ: AAPL( -- to better understand how disruption emerges and whether history can be a guide for disruption during the AI paradigm shift. Asit Sharma, David Meier, and Tim Beyers discuss: - Disruption stories from history. - The three signs of disruption and why they matter now more than ever. - Two companies that may be at serious risk for disruption now and for the long term. Don't wait! Be sure to get to your local bookstore and pick up a copy of David's Gardner's new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It's on shelves now; get it before it's gone! Companies discussed: FIG, TOST, CRM, HUBS, TTD Host: Tim Beyers Guests: Asit Sharma, David Meier Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

If you feel overwhelmed every time you open your laptop… this episode is for you. Today we're diving into digital clutter — the hidden stressor slowing down your productivity, content creation, client follow-up, and overall business growth. From too many browser tabs to unused subscriptions, scattered content ideas, messy CRMs, and incomplete workflows… digital overwhelm is costing you time, money, and momentum. As a travel agency owner building streamlined onboarding systems (and migrating platforms myself), I'm breaking down how to simplify your tools, clean up your systems, and scale smarter — without adding complexity. ✨ In This Episode, We Cover: What digital clutter actually is (and why it's killing your momentum)Signs your systems are overwhelming youHow tool overload creates decision fatigueWhy successful travel advisors use fewer, clearer systemsHow to audit your subscriptions and softwareSimplifying your content planning workflowOrganizing your content hub (Google Drive, Trello, ClickUp, Notion, etc.)Streamlining your CRM and client inquiry processTravel Joy vs. Tern (and why choosing one system matters)Building automated workflows for client follow-upCreating repeatable systems that support scalingWhy simplicity leads to more bookingsHow decluttering supports profitability and mental clarity

Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEDon't miss an upcoming event with The Institute: https://geni.us/InstituteEvents2026Shop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.Click here to schedule a free demo: https://info.shop-ware.com/profitabilityTransform your shop's marketing with the best in the automotive industry, Shop Marketing Pros!Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingProsShop owners, are you ready to simplify your business operations? Meet 360 Payments, your one-stop solution for effortless payment processing.Imagine this—no more juggling receipts, staplers, or endless paperwork. With 360 Payments, you get everything integrated into a single, sleek digital platform.Simplify payments. Streamline operations. Check out 360payments.com today!In this episode, Lucas and David are joined by Tyler Wonderlic from Steer and AutoOps. Tyler explains the value of a CRM for shop owners, emphasizing its role in centralizing customer communication and improving retention. David shares his frustrations with customer miscommunication and online reviews, sparking a conversation about managing reputation and crafting thoughtful responses. Lucas and Tyler also discuss the importance of segmenting customer experiences to meet diverse expectations.00:00 "Realizing Athletes Are Kids"09:11 "Save $1,300 or Time?"12:24 Steroid Loopholes Exploited by Chemists20:41 "Bad Reviews, Full Parking Lots"24:36 Learning from Criticism Strategically26:42 "CRM Value and Subscriptions"35:58 "Customizing CRM for Business Goals"41:09 "Challenges with Accurate Data Analysis"43:04 "Customer Service Expectations Rant"51:51 "David's Family and Loss"57:35 "Balancing Service and Spending"59:34 "iPhone Over Safety Concerns"

Send a textReady for a trade show plan that actually helps you win the year? We break down the NFBA Building Expo in Oklahoma City with a clear schedule, the best sessions to target, and a floor strategy that turns handshakes into real results. From the free contractor pass to where to find us by the entrance, you'll know exactly how to navigate three days of training, demos, and community without wasting a step.We start with the essentials: breakfast windows, breakout formats, and why the keynote economic update matters for pricing, forecasting, and hiring. Then we zero in on the tracks that move the needle—business management, sales and marketing, and safety and technical knowledge—plus shed-building demonstrations you can bring straight to the jobsite. If barn dominiums are on your plate, we highlight the sessions that tame client burnout, streamline plans, and set a predictable path from design to delivery.On the floor, we point you to integrated solutions: IdeaRoom and SmartBuild for design-to-materials workflows, Defyned SEO for lead generation, Velocity360 for CRM and AI-assisted follow-up, and trusted suppliers like Burrows, Graber, Plyco, and MWI. We also spotlight community touchpoints that build lasting relationships—Women in Post-Frame, Christians in Construction, and the Expo Social and foundation auction—plus how to use NFBA membership and archived handouts to keep learning after the doors close.We'll be at the entrance to the right—come say hi, compare notes, and leave with a punch list you can implement in 30 days. If this guide helps you prep, subscribe, share with a teammate, and leave a quick review so more builders can find it. Which session or booth is first on your list?For more information or to know more about the Shed Geek Podcast visit us at our website.Would you like to receive our weekly newsletter? Sign up on our website.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: J Money LLC

In this episode, Steve Fretzin and Sarah Persich discuss: Investing time instead of just spending it Fixing systems before layering on automation Building a connected tech stack that talks to itself Using AI strategically while managing risk   Key Takeaways: High-performing firms focus on building systems that multiply their time rather than endlessly grinding through tasks. Automation, documented workflows, and thoughtful process design “buy back” hours every week. The goal is long-term leverage, not short-term busyness. Most lawyers do not have an automation problem first; they have a clarity problem around roles, processes, and workflows. Undefined responsibilities and undocumented systems cause time leaks long before software can solve anything. Strong foundations make automation effective instead of chaotic. A solid CRM, practice management system, and an integration layer like Zapier allow firms to eliminate repetitive manual work. Open APIs and thoughtful integrations turn scattered tools into a coordinated system. When payments, contracts, intake, and follow-ups connect seamlessly, administrative drag disappears. AI becomes powerful when prompts are specific, voice is clearly defined, and systems are documented with tools like Loom and structured SOPs. Custom prompts or GPT setups help maintain brand consistency and save substantial time on drafting and research. At the same time, firms must weigh confidentiality, compliance, and ethical considerations before deploying AI at scale.   "I still stayed in my comfort zone for a little while, and I finally allowed myself to accept being uncomfortable… the big mistake was not going out on my own sooner, and staying in that safety zone and accepting the uncomfortability. And it's been really, really great ever since." —  Sarah Persich   Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.   Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/   Thank you to our Sponsor! Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/   Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/   About Sarah Persich: Sarah Persich is a law firm automation strategist and operations expert known as “The Automation Lady.” With nearly a decade of experience inside a small law firm, she began her career as a legal assistant. She grew into the integrator role, serving as the operational second-in-command responsible for systems, technology, and process design. Her hands-on experience managing IT, workflows, and firm infrastructure gave her a front-row seat to the inefficiencies that quietly drain time and profitability from growing practices. Over time, she transitioned from internal operations leadership into marketing and automation strategy, helping firms move beyond reactive task management and toward intentional system design. Today, Sarah works with law firms to implement CRMs, streamline practice management systems, build automations, and document scalable processes. She helps attorneys distinguish between high-value strategic work and repetitive administrative tasks, enabling them to reclaim time, improve client experience, and build firms that operate with clarity instead of chaos.   Connect with Sarah Persich:  Website: https://www.automationlady.com/ LinkedIn: https://www.linkedin.com/in/sarahpersich/   Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode of Run the Numbers, CJ sits down with Mateo Bryant, CFO of Minted. They break down Minted's life-event flywheel and decades-long LTV, managing extreme seasonality when half the year happens in one month, and balancing long-term CAC with short-term monetization. Mateo also shares lessons from scaling Uber and Amazon globally, localization missteps, and making marketplaces work in emerging markets.—SPONSORS:Abacum 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.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/run—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNMateo: https://www.linkedin.com/in/bryantmatt/Minted: https://www.minted.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Peter Oey, CFO of Grab:https://youtu.be/tdq0AZO0dLU—TIMESTAMPS:00:00 Intro03:16 Fixer to CFO05:32 Mexico City Startups09:00 Minted Flywheel10:24 LTV Expansion11:04 Entry Points12:18 CAC and Cohorts13:42 Sponsors: Metronome | RightRev | Rillet17:06 Wedding Lifecycle19:49 Holiday Forecasting22:23 Retail Calendar24:03 Cash Flow Swings25:05 Marketing Over Sales26:06 Email Limits27:41 Sponsors: Tabs | Abacum | Brex31:02 Retail Strategy35:08 Global Experience40:47 Uber Cash Economics46:04 Cost of Not Localizing50:19 Importer of Record53:17 No Google Lesson55:34 QBR Mistake56:48 High Leverage Hours59:03 Finance Stack59:50 Seven Day Cruise Expense#RunTheNumbersPodcast #MarketplaceStrategy #EcommerceFinance #GigEconomy #CFOInsights

Most agents won't survive 2026. And it won't be because of AI or the market. It'll be because they never actually learned how to build real trust with their clients.In this episode, I break down the ONE thing that will determine whether you succeed in real estate in 2026 — and it has nothing to do with your CRM, brokerage, or marketing.The real estate industry is changing fast. AI is everywhere. Automation is normal. Consumers are smarter than ever. Commission pressure is real.When information becomes free and marketing becomes commoditized, the only thing that separates agents is character.In this episode, we break down: • Why transactional agents will struggle in 2026 • The difference between selling and advising • How caring actually becomes a competitive advantage • The CARE framework for building long-term trust • How to turn relationships into predictable incomeIf you're serious about building a real estate business that compounds — not just chasing the next deal — this is for you.⏱ TIMESTAMPS 0:00 – Most Agents Won't Survive 2026 0:19 – The One Adjustment That Changes Everything 0:52 – The One Thing You Need in 2026: Care 1:13 – Will AI Replace Agents? (Real Talk) 1:54 – The Expert Isn't the Solution — Care Is 2:31 – My Listing Appointment “No CMA” Approach 3:16 – AI Has No Empathy (Why That Matters) 3:28 – What Caring Actually Means (Real Example) 6:12 – 2026: Higher Standards, Less Transactional 9:49 – The CARE Framework (Consult, Advise, Relationships, Extend) 15:42 – 2026 Rewards Trust (Not Noise) 16:03 – Next Video: CRM That Supports This 16:12 – Final Recap + Outro

Neste episódio do Vamos de Vendas, Gustavo Pagotto recebe Daniela Fantinati, Diretora de CX, Parcerias e Soluções de Novos Negócios do Aeroporto Internacional Dr. António Agostinho Neto (Angola) e ex-líder de Experiência do Cliente no Aeroporto de Viracopos, para uma conversa profunda sobre CRM e Customer Experience como vantagens competitivas em setores complexos.Gravado durante o evento Suporte 360º by Zoho Desk, Daniela compartilha aprendizados práticos sobre como estruturar estratégias de experiência do cliente em ambientes altamente regulados, com múltiplos stakeholders e operações críticas — como aeroportos. A conversa mostra como transformar CX de “área do encantamento” em estratégia de negócio orientada a métricas, indicadores operacionais e retorno financeiro.

Send a text“Tell the truth and make everyone feel important” isn't soft. It's a system. It wins listings, steadies campaigns and future-proofs your brand as regulators tighten the screws.Quote with evidence. Show comparables at opens. Keep clean CRM notes so your agency agreement, online range and buyer chats all line up. No grey areas. Just data you can defend.AML is landing mid-year. Simple ID checks, tight processes and clear checklists are essential. And with 6 weeks to Easter and a patchy April, here is your strategy to make more sales and get more listings. 

Most leaders want "alignment," but what they really need is movement—people actually doing the new thing. Motivating action is devilishly hard because humans cling to habits, defend their comfort, and only rent logic after emotion has already bought the decision.  Below is a practical, talk-design framework you can use in leadership meetings, sales kick-offs, internal change programs, and client presentations—especially when you need people to stop nodding and start acting. Is motivating people to change really that difficult? Yes—because habit beats good intentions, and people protect the status quo like it's their job. Even when everyone agrees "something should change," most of us quietly mean other people should change first. In workshops, a tiny experiment proves it: put your watch on the other wrist or fold your arms the "wrong" way. Your brain throws a mini tantrum. That discomfort is what you're up against in every change initiative—whether you're a sales manager in Japan rolling out a new CRM process, or a team lead in the United States trying to shift meeting culture post-pandemic. In practice, logic explains change, but emotion powers it. People act on feeling, then justify with reasons. Do now: Identify the one habit your audience is clinging to—and name the discomfort your change will create. What's the first step to get others to take action? Start with the end in mind: choose one concrete action that is easy to understand and feels easy to do. If the action sounds complicated, political, or time-consuming, motivation evaporates. Leaders often blow it here by proposing "transformation" instead of a single step: "be more customer-centric," "collaborate better," "innovate faster." That's fog, not action. A better move is something measurable: "book three customer interviews this week," "open every proposal with a problem statement," "run a 15-minute pre-brief before the monthly meeting." This works in startups and multinationals because it reduces cognitive load—the brain loves clarity. Make the action small enough to start, but meaningful enough to matter. Do now: Write the action as a verb + object + deadline (e.g., "Call five dormant clients by Friday"). How do you make the audience actually want to do it? You must attach a strong "what's in it for me" benefit that beats the comfort of doing nothing. People don't resist change—they resist loss: time, status, certainty, competence, control. So the benefit can't be vague ("better culture") or distant ("future growth"). It needs punch: less rework, fewer angry customers, faster deals, fewer escalations, more autonomy, more commission, more trust from senior leadership. This is where comparisons help: what motivates action in Australia may be framed around practicality and time; in Japan it may be framed around risk reduction, quality, and team credibility; in the US it may lean toward speed and individual ownership. Same human wiring—different packaging. Do now: Pick one benefit and make it tangible: "This saves you two hours a week" beats "This improves productivity." Why does "telling people what to do" backfire? Because direct instructions trigger resistance, especially in experienced teams who think, "Don't boss me." If you open with the action, you invite critics to immediately attack it. Executives at firms like Toyota and Rakuten (and frankly, any organisation with smart people) have learned that persuasion is smoother when the audience arrives at the conclusion themselves. That's why context matters: when listeners hear the reality, they often decide the action is sensible before you recommend it. You're not forcing them—you're guiding them. This is especially useful across cultures and hierarchies, where blunt "do this" language can be interpreted as disrespectful or naïve. Do now: Remove your first-slide instruction. Replace it with the situation that makes the change feel inevitable. How do you use storytelling to drive action in a talk? Tell the incident with enough real-world detail that people can see it—and feel it—in their mind's eye. Story is the bridge between logic and emotion. Use people, place, season, and time. Not because it's "cute," but because specificity creates belief. "Last quarter, in our Tokyo client meeting…" lands harder than "sometimes clients…" A story can be your experience, a customer moment, a mistake, a near miss, or a win—anything that explains why you believe the action matters. This is where you build credibility without preaching. Keep it tight, but vivid. The goal isn't theatre; the goal is emotional engagement that makes action feel like relief. Do now: Draft a 60–90 second incident story with (1) who, (2) where, (3) what happened, (4) what it cost. What is the "Magic Formula" for motivating others to action? Plan your talk as action → benefit → incident, but deliver it in reverse: incident → action → benefit. This is the Magic Formula.  Here's why it works: the incident neutralises opposition. Instead of a room full of critics, you create a room full of co-diagnosticians. They hear the context, they connect the dots, and they start forming the same conclusion you already reached. By the time you state the action, they're mentally ahead of you—agreeing. Keep it disciplined: one action only, and one strongest benefit only. Multiple actions split attention; multiple benefits dilute impact. This is as true in B2B sales as it is in leadership change programs. Do now: Build your next talk in three parts: Incident (70%), Action (15%), Benefit (15%). One action. One best benefit. Conclusion: turning agreement into action Motivation isn't magic—it's design. When you make the action clear, the benefit personal, and the story vivid, you stop fighting human nature and start working with it. Whether you're leading change in Japan, selling into global accounts, or trying to shift internal behaviour, the goal is the same: move people from "interesting" to "I'm doing it." Quick next steps for leaders Write your one action in a single sentence. Choose your one strongest benefit (make it measurable). Script your incident story with real detail. Deliver in this order: Incident → Action → Benefit. End with a deadline and an immediate first step. Author bio Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across leadership, communication, sales, and presentation programs, including Leadership Training for Results.  He has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー).  Greg also publishes daily business insights on LinkedIn, Facebook, and X, and hosts six weekly podcasts. On YouTube, he produces The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews, which are widely followed by executives seeking success strategies in Japan. 

In this episode of the Grow A Small Business Podcast, host Troy Trewin interviews Gail Kasper, founder of Gail Kasper LLC, shares her journey from being fired and starting with no money to building a thriving speaking and training business. She reveals how authenticity became her competitive edge and how mastering professional sales transformed her income from free gigs to $25,000 keynotes and $600K contracts. Gail breaks down the power of referrals, structured sales systems, and strong core values in scaling sustainably. She also opens up about leadership lessons, hiring mistakes, and the mindset required to handle setbacks. This conversation is packed with practical insights for entrepreneurs who want real business success without losing who they are. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Gail Kasper of Gail Kasper LLC, the hardest thing in growing a small business is dealing with failure and having the resilience to keep going despite repeated setbacks. She explains that as an entrepreneur you get "hit in the face" many times through failed projects, wrong decisions, or ideas that don't take off, and the real challenge is not letting those moments stop you. Instead of quitting, she believes the key is to keep pushing forward, learn from mistakes, take action, and stay committed even when things feel uncertain or discouraging. What's your favorite business book that has helped you the most? According to Gail Kasper, her favorite business book that has helped her the most is Atomic Habits by James Clear. She values its focus on small, consistent disciplines rather than just chasing big end goals, emphasizing that daily incremental improvements create real momentum. For Gail, the book reinforces that tiny wins build confidence, strengthen habits, and ultimately drive long-term business success. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? According to Gail Kasper, she recommends podcasts and learning resources that strengthen mindset, sales, and brain-based performance, including Huberman Lab for its science-backed insights on stress and peak performance, and The Ed Mylett Show by Ed Mylett for its focus on growth, vulnerability, and high-level thinking. She values resources that blend psychology, communication, and practical application, believing that understanding how people think—especially in sales and leadership—gives small business owners a strong competitive edge. What tool or resource would you recommend to grow a small business? One highly recommended tool that Gail Kasper often points small business owners toward is HubSpot CRM, because it helps organize leads, track sales activity, automate follow-ups, and manage customer data in one place — all without needing a big tech team. Gail emphasizes that having a system that captures conversations, schedules reminders, and analyzes what's working versus what's not can dramatically improve consistency in sales and client relationships, which is essential for growth. If you're just getting started, HubSpot's free tier gives you powerful CRM basics, and you can scale into its marketing and automation tools as your business expands. What advice would you give yourself on day one of starting out in business? According to Gail Kasper, the advice she would give herself on day one of starting out in business is simple: move and take action. When she was suddenly on her own with no money in the bank, she learned that inaction is the real danger, not mistakes. She would remind herself to stay logical instead of emotional, keep pushing forward even when uncertain, and allow herself to fall and learn along the way, because consistent action is what ultimately creates momentum and success.   Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Authenticity is the foundation of confidence and the gateway to real growth - Gail Kasper Failure is not the signal to stop, it is the signal to adjust and move forward - Gail Kasper Failure is not the signal to stop, it is the signal to adjust and move forward - Gail Kasper      

Choosing software for your Pilates studio can feel overwhelming — especially if you're early in your business and trying to make thoughtful decisions without wasting time or money.In this episode of The Pilates Exchange, we explore how to choose a CRM (Customer Relationship Management system) in a way that supports your capacity, your values, and your long-term sustainability.This is not a “top tools” episode. It's not about chasing features or comparing platforms. It's about clarity.We talk about:What a CRM actually is — and why it matters in a relationship-based business like PilatesWhy software should be a partner, not a quick fixThe emotional and operational cost of constantly switching platformsThe difference between exciting features and realistic capacityHow your business size and structure should shape your decisionWhy ease of use and human support matter more than you thinkHow reporting and metrics create clarity, not controlAnd how the right system can help protect your boundaries — not erode themIf you're renting space, opening your first studio, or re-evaluating your current setup, this episode will help you ask better questions before making a decision.Thank You to Our Season SponsorOfferingTree is an all-in-one platform built specifically for Pilates professionals, handling scheduling, payments, marketing, and your website — with community and educational support along the way.Get 50% off your first three months or 15% off annual plans at:

In this episode of the CPQ Podcast, we sit down with Dustin Anglen, Strategic Partnerships Manager at PandaDoc, to discuss how PandaDoc CPQ supports faster quoting for SMB teams (roughly 5–500 employees). PandaDoc is widely known for proposals and eSignature, and Dustin explains why CPQ is a natural extension—especially for organizations that want a practical, easy-to-administer approach without heavy configuration overhead. We cover where PandaDoc CPQ fits best (including SaaS, software & technology, professional services, and education) and how customers typically use it alongside their CRM. Dustin outlines PandaDoc's API-forward SaaSapproach and its key integrations with HubSpot, Pipedrive, and Salesforce. We also discuss what's available today—and what's still evolving—such as ERP connectivity (currently not a standard integration, with MVP work underway) and common customer expectations around implementation, which is often 8–12 weeks. On the capability side, Dustin shares the top requests he sees from the market: product configuration, contract-based pricing, and CRM integration. We talk about product structure support (including bundles), pricing flexibility across segments and regions, usage-based pricing, and how PandaDoc positions its CPQ as a rules engine that is largely no-code (with options for more advanced logic when needed). We also dig into PandaDoc's AI direction—template generation, OCR and document intelligence, metadata-driven automation, and an admin-focused AI feature for helping set up product and pricing rules (currently in testing, with broader availability expected later this year). You'll also hear a few personal moments from Dustin—from his early career in the Salesforce ecosystem (including starting at Apttus in 2014), to an unexpected chapter running a beekeeping business in Santa Barbara, to his passion for freediving near San Diego. A PandaDoc CPQ free trial is available on PandaDoc's website.

Send a textWe show solo consultants how to run sales calls that feel natural yet drive clear outcomes. From scoring fit without a CRM to handling budget early and locking next steps, we share simple pivots that raise conversions without chasing more leads.• three recurring sales call mistakes and how to fix them• four fit factors to qualify buyers fast• simple bridge score you can run on a notepad• use intake forms for pre-qualification• magic pivots that make money talk easy• build conviction by tuning offer and price• position outcomes, not hours, to raise perceived value• lock momentum with three next steps• ask 11+ clarifying questions to find real pain• reflect back pain, impact, and stakes to align• why timing questions shape the right next step• book: Fix Your Broken Sales Calls and how to work with JohnnyJonny Holsten – BridgeSellingIn this episode, Jonny Holsten of BridgeSelling.com shares a smarter way to run sales conversations—without scripts, pressure, or awkward tactics. As the author of Fix Your Broken Sales Calls, Jonny teaches solopreneurs and sales teams how to close more deals by improving the structure and clarity of their calls. Instead of chasing more leads, he shows how better conversations naturally lead to better outcomes.

In this episode, we tackle a big question pest control owners face: should you run everything inside your pest control software—or use a dedicated CRM like HighLevel or HubSpot for lead management and marketing? We break down the pros and cons of major platforms including PestPac, FieldRoutes, Housecall Pro, BrioStack, Jobber, and GorillaDesk, and explain why the real key is building internal workflows first, then designing automation that supports your team—without forcing everyone to live with sub-standard workarounds.If you want help building a workflow-first pipeline, automation follow-up, and a system that connects lead generation to real sales results, reach out anytime:Casey Lewiscasey@rhinopros.com(925) 464-8383Follow and subscribe at the following links:https://www.youtube.com/@RhinoPestControlMarketinghttps://www.facebook.com/rhinopestcontrolmarketingLeave us a review on Google:https://g.page/r/CT9-E84ypVI0EBM/review

Samay Kohli spent 12 years at GreyOrange, scaling it to over $100 million in revenue and a $3 billion valuation at its peak, making it one of the world's largest warehouse robotics companies. Two years ago, he started again with Budy, this time in the US senior care industry.In this industry, decisions are emotional, sales cycles can run for years, and multiple stakeholders are involved. While the market sits at the intersection of real estate, healthcare, and hospitality, most sales still depend on manual follow-ups and scattered tools.Budy builds digital workers for sales teams: AI teammates that handle follow-ups, scheduling, and lead management across CRMs, calendars, and inboxes. Instead of adding another layer of software, Budy went zero UI-UX and focused on enabling sales teams in an industry with 99% inbound leads to manage their cold leads better.Today, Samay joins Siddhartha (Partner at Neon Fund, and a proud investor in Budy) and shares his journey from building robots to building digital teammates for a very non-traditional industry.00:00 – Trailer01:00 – What Budy is building for senior care05:15 – Real Estate × Healthcare × Hospitality06:25 – Zero UI UX technology10:09 – AI teammates not assistants12:03 – How sales teams operated before Budy12:51 – A ninety nine percent inbound industry13:45 – The real cost of senior care homes15:35 – Can a CRM alone solve this17:55 – Direct benefits of a digital worker20:49 – Two founder archetypes22:06 – Can lights out operations become real24:49 – What Samay underestimated about the market25:58 – The largest players in the industry29:07 – Treat your customer's company like your own30:52 – Entrepreneurship as a profession35:36 – Unlearnings as a second time founder37:30 – What digital workers actually are39:47 – The original promise of SaaS42:04 – The next decade of digital workers45:25 – Digital workers that read best selling books47:26 – Will Claude build CRMs49:38 – Business etiquette across the world55:18 – How a second time founder chooses investors01:01:00 – Why every team member should track the P and L01:02:14 – How Samay's view on growth evolved-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send a text

Pour télécharger les guides de Board Project, le collectif que j'ai co-fondé, consacrés à la gouvernance des start-ups et scale-ups : le premier porte sur ce qui fait vraiment une gouvernance efficace (prise de décision, rôle du board, signaux d'alerte) et le second sur la rémunération des administrateurs indépendants, avec des benchmarks, des modèles concrets et des règles claires.You can download the Board Project guides (the collective of iNEDs I co-founded) covering effective governance and independent directors' remuneration.Here : www.board-project.com/publicationsDans cet épisode de Finscale, je reçois Yann Charraire, Deputy Chief Excutive Officer et co-fondateur d'Airfund.Nous avons parlé :De son passage chez Neuflize/ABN AMRO, où il a constaté un fossé important entre ambitions d'innovation et réalité opérationnelle dans les grandes banques, avant de créer One Wealth Place, qui deviendra plus tard Airfund, .Du pivot stratégique vers deux produits : un CRM augmenté, Air Wealth, pour la relation client en banque privée, et une plateforme de distribution de fonds, avec des enjeux techniques distincts notamment sur la sécurité des données personnelles.De l'écosystème construit autour de la distribution (distributeurs, asset managers, plateformes, clients finaux) et des quatre années nécessaires pour assembler les briques technologiques avant le pivot de 2021 vers l'infrastructure.De la recherche d'amélioration dans la distribution de fonds pour arriver à la désintermédiation entre gérant et distributeur pour rendre le modèle plus efficace techniquement sur toute la chaîne et ainsi faciliter l'accès à la clientèle privée.De leur roadmap, avec la création d'une marketplace, dans un premier temps, permettant de devenir directement distributeur, à travers des partenariats avec des ManCo qui structurent les fonds et les gèrent (les producteurs) et, dans un second temps, de l'idée de devenir société de gestion pour assurer les fonctions de gestion en interne. De l'intégration d'Amundi et Indosuez (Groupe Crédit Agricole), en tant qu'actionnaires institutionnels, un véritable partenariat et plus-value en termes de réseaux et de crédibilité.Du business model combinant abonnement et commissions sur les encours (flux et stock), générant des revenus récurrents croissants à mesure que le stock grossit avec la collecte.Un échange passionnant qui montre comment la tech' peut transformer la distribution de fonds tout en respectant les contraintes réglementaires, et comment un modèle innovant peut capter toute l'intégrité de la chaîne de valeur, du producteur jusqu'au client final, en redéfinissant les cartes du marché des private assets.Recommandations de Yann:“Trust” d'Hernán DiazLiens utiles:Yann Charraire: https://www.linkedin.com/in/yann-c-b1b2a82/Airfund: https://www.airfund.io/ Amundi: https://www.amundi.fr/fr_part Fund Channel: https://fund-channel.com/fr***************************Finscale, c'est bien plus qu'un podcast. C'est un écosystème qui connecte les acteurs clés du secteur financier à travers du Networking, du coaching et des partenariats.

In a world flooded with automation and digital noise, business success comes down to something simple: human connection. That's the core belief of Jon Ferrara, founder of GoldMine and Nimble. In this exclusive interview, Jon shares how building multi-million-dollar companies without VC funding—and surviving a life-changing health scare—reshaped his view of CRM. It's not about tracking sales; it's about nurturing relationships. He explains why traditional CRMs fail modern entrepreneurs, what to look for in your first tech stack, and why you must move from managing customers to managing your entire constituency. If you're a founder, coach, or entrepreneur struggling to stand out, this conversation will reframe how you think about growth—and why CRM matters now more than ever.Love the show? Subscribe, rate, review, and share!Here's How »Join Your First Thousand Clients Community today:mitchrusso.comMitch Russo LinkedIn

In this episode of the Tech M&A Podcast, we sit down with Robin Fisk, co‑founder and CEO of Donorfy, a SaaS CRM platform built specifically for nonprofits and charities. Robin shares the 10‑year journey of building a bootstrapped, cloud‑based CRM serving over 1,000 organizations across the UK and Scandinavia, culminating in Donorfy's acquisition by The Access Group in November 2024.   Robin walks through why he and his co‑founder decided to sell, how they prepared for the M&A process, why choosing the right advisor mattered, and what surprised him most along the way. He also offers candid insights into due diligence, managing confidentiality with a close‑knit remote team, defining non‑negotiables, and life after exit. This episode is packed with practical advice for founders considering a strategic sale.   Takeaways Build with the exit in mind from day one. Preparation matters more than speed. Choose advisors with founder experience. Know your non‑negotiables early. Selling your company is emotional — even when it's successful.

In episode #355, Ben breaks down the top invoicing solutions used by SaaS and AI companies based on his 7th Annual Tech Stack Survey. With 57 different invoicing solutions named in the survey, this category shows far more fragmentation than core accounting. The top five solutions account for 55% of reported usage, but there's still a long tail of specialized billing and revenue management platforms. Ben walks through the most widely used tools and explains how invoicing increasingly overlaps with revenue management, subscription billing, and payment processing. Resources Mentioned 7th Annual SaaS Tech Stack Survey: https://www.thesaascfo.com/surveys/finance-accounting-tech-stack-survey/ Metronome, sponsor of the invoicing category: https://metronome.com/ What You'll Learn The top invoicing and billing solutions used in software companies Why QuickBooks and Stripe remain dominant in early and growth-stage SaaS Which newer platforms are gaining traction How fragmented the invoicing and billing landscape has become Why It Matters Invoicing is a critical link between bookings, cash flow, revenue recognition, and ARR reporting Poor billing infrastructure can break your MRR schedules and retention calculations As pricing models evolve (subscription, usage, hybrid), your invoicing system must handle complexity Revenue management tools increasingly sit between CRM, payments, and your general ledger Clean invoicing data is essential for accurate financial modeling, KPI tracking, and due diligence

How Gong Built a $7B AI Category: From "Conversation Intelligence" to the Revenue Operating SystemMost sales teams fly blind. They rely on "gut feel" and "art" rather than data and science. Eilon Reshef (Co-founder & CPO of Gong) realized this in 2015 and built a platform that captures the reality of every customer interaction to drive predictable growth.In this episode of Startup Project, Eilon breaks down the evolution of Gong, how they achieved 57% higher win rates for companies like PayPal and DocuSign, and why the "Revenue Graph" is the next frontier of enterprise AI.If you are a founder, a product leader, or a sales professional looking to understand how AI is actually transforming the enterprise, this deep dive is for you.What you'll learn in this episode:The Genesis of Gong: Why Eilon moved from a successful exit at WebCollage to solving the "black box" of sales conversations.The "Science" of Sales: How to move away from subjective CRM updates to hard data captured from video, email, and phone calls.The Revenue Graph: Why Gong's proprietary data model is more valuable than a generic LLM.Scaling to 5,000+ Customers: The tactical steps Gong took to achieve product-market fit in a crowded SaaS landscape.The Future of AI Agents: Why "Vibe Coding" and prosumer AI are just the beginning, and how the enterprise shift is happening now.Timestamps:0:00 - Intro: Meeting Eilon Reshef2:15 - The "Aha!" moment that led to Gong10:45 - Moving from transcription to "Revenue Intelligence"18:30 - How Gong achieves 57% higher win rates for customers25:50 - Building a proprietary AI layer on top of LLMs34:10 - The "Revenue Graph" explained42:15 - Why most enterprise AI implementations fail50:00 - Advice for founders building in the AI era54:14 - Closing thoughtsConnect with Eilon & Gong:Website: https://www.gong.io/Eilon's LinkedIn: https://www.linkedin.com/in/eilonreshef#Gong #AI #SalesTech #StartupGrowth #Entrepreneurship #RevenueIntelligence #SaaS #ProductMarketFit #EilonReshef #StartupProject

With a Dragon's Den appearance being released the day before we release this podcast, we wanted our returning guest, John McClarey, on Business Fives to explain the process.Summary of PodcastKey TakeawaysDragon's Den Appearance: Business Fives will appear on Dragon's Den (Feb 19, BBC) after being scouted by producers. John McClary pitched for £50k for 5% equity to fund international expansion.Rigorous Vetting Process: The 5-month BBC vetting process was a "stress test" for the business, including deep financial due diligence and a psychological welfare check to ensure readiness for public scrutiny.Strategic Goal → Mentorship: The primary goal was mentorship from a Dragon, not just capital. The investment was earmarked for international research and a new CRM, not hiring, to protect the company's personal service USP.Podcast Release Delayed: The episode release was moved to Feb 20, 2026, to comply with a BBC embargo that prevents pre-show publicity and protects the broadcast's impact.Business Fives UpdateGrowth: Surpassed £1M revenue milestone.Operations: Delivers corporate charity sports events (football, rugby, golf) across the UK, Ireland, and Amsterdam.Charitable Impact: Raised nearly £1.4M for charity to date.Example: A winning team from Stockton (MAP Group) recently raised £3k for Butterwick Hospice, which was doubled via the Big Give campaign.Dragon's Den AppearanceOrigin: Scouted directly by a BBC producer, not via application.Pitch: £50,000 for 5% equity.Process (Feb–June): A 5-month, highly confidential vetting process.Due Diligence: Thorough financial review by the BBC to verify all claims.Psychological Welfare Check: A call with a psychologist to assess mental readiness for public exposure.Secrecy: The process was consuming, requiring John to internalize all details.Strategic Rationale for InvestmentPrimary Goal → Mentorship: To gain a strategic partner with a shared passion for the mission, not just capital.Investment Allocation:International expansion research (e.g., Australia, Abu Dhabi, US).New CRM implementation.Business Protection (Barriers to Entry):Network: A community of 5,000+ companies.Expertise: 10 years of perfected event management processes.Brand: The "As Seen on TV" status from Dragon's Den.International Expansion StrategyFranchise Model: A key option for non-English speaking markets (e.g., Hungary, Georgia).Rationale: Leverages local knowledge where the core team lacks it.Challenge: Protecting the brand and ensuring partner alignment with the mission.Vision: A "World Business Fives" tournament, modeled on FIFCO's international corporate leagues.The Next 100 Days Podcast Co-HostsGraham ArrowsmithGraham founded Finely Fettled eleven years ago to help businesses market to affluent and high-net-worth...

Welcome to The K9PT Academy podcast, the only podcast in veterinary rehabilitation & physical therapy that focuses on helping business owners and entrepreneurs build and scale a profitable and successful canine rehabilitation business! As the canine rehab field continues to grow, competition is increasing—and many clinics are trying to stand out by adding more equipment, more certifications, or newer modalities. But after helping hundreds of canine rehabpreneurs build their businesses, one thing has become clear: those things don't create differentiation. In this episode, we explore what truly makes a canine rehab clinic stand out: the experience you design for your clients. Inspired by how Disney builds unforgettable experiences (not just rides), we'll break down how to move beyond selling modalities and instead create a clear journey, emotional buy-in, and meaningful outcomes that pet parents actually value—and are happy to pay for. Listen to the full episode as we discuss:

Overthinking isn't a thinking problem. It's a believing problem. In this episode, I go deeper into last week's “Now, Later, Not For Me” framework and share the next layer of how to stop treating every thought in your head like it's the truth. I share the 4 mental traps that keep you stuck, the reason your nervous system keeps sounding the alarm, and the pattern-interrupt technique I've used for years to retrain my brain. Tune in to learn how to stop over-believing fear and reprogram your default thoughts. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS Overthinking is a nervous system safety pattern. The 4 thought patterns that sabotage your confidence. How childhood embarrassment can shape your adult confidence. The physical “pattern interrupt” I use to stop fear thoughts mid-spiral. Why most people are exhausted by their thinking long before they're exhausted by the work. RESOURCES Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci

Solo episode alert! Nik shares a powerful real-world story of a crew that turned a serious in-flight generator failure into a calm, controlled divert through preparation, professionalism, and rock-solid CRM. He breaks down how Threat and Error Management and shared mental models like Aviate–Navigate–Communicate, helped the crew manage stress, expand the team, and execute exactly as trained. This episode shows why daily habits, system knowledge, and mindset (not luck) determine success when the unexpected hits. You'll walk away from this episode feeling motivated to treat every flight as a chance to level up your teamwork, communication, and readiness under pressure. CONNECT WITH US Are you ready to take your preparation to the next level? Don't wait until it's too late. Use the promo code "R4P2026" and save 10% on all our services. Check us out at www.spitfireelite.com! If you want to recommend someone to guest on the show, email Nik at podcast@spitfireelite.com, and if you need a professional pilot resume, go to www.spitfireelite.com/podcast/ for FREE templates! SPONSOR Are you a pilot just coming out of the military and looking for the perfect second home for your family? Look no further! Reach out to Marty and his team by visiting www.tridenthomeloans.com to get the best VA loans available anywhere in the US. Be ready for takeoff anytime with 3D-stretch, stain-repellent, and wrinkle-free aviation uniforms by Flight Uniforms. Just go to www.flightuniform.com and type the code SPITFIREPOD20 to get a special 20% discount on your first order. #Aviation #AviationCareers #aviationcrew #AviationJobs #AviationLeadership #AviationEducation #AviationOpportunities #AviationPodcast #AirlinePilot #AirlineJobs #AirlineInterviewPrep #flying #flyingtips #PilotDevelopment #PilotFinance #pilotcareer #pilottips #pilotcareertips #PilotExperience #pilotcaptain #PilotTraining #PilotSuccess #pilotpodcast #PilotPreparation #Pilotrecruitment #flightschool #aviationschool #pilotcareer #pilotlife #pilot

Negotiation isn't just about boardrooms and big deals. It's every time you ask for what you need that brings up fear, self-doubt, and a rush of emotion that can derail the whole conversation. In this episode, I talk with former FBI hostage negotiator Chris Voss and negotiation expert Moshe Cohen about why so many of us dread conflict, how curiosity can quiet anxiety, and how to use tactical empathy as a strategic tool. We also share the tools to slow down emotional hijack and manage rejection. Tune in to learn how to regulate your emotions and negotiate with clarity instead of fear. Check out our sponsors: Northwest Registered Agent - Protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/achieverfree Shopify - Sign up for a $1 per month trial, just go to http://shopify.com/anxiousachiever Talkiatry - Head to http://talkiaitry.com/achiever and complete the short assessment to get matched with an in network psychiatrist in just a few minutes. Working Genius - Take the working genius assessment today and get 20% off with code ACHIEVER at working http://genius.com Brevo - Meet brevo, the all in one marketing and CRM platform built to help you connect with  customers, boost engagement and grow your business smarter. Go to brevo.com/achiever and use code ACHIEVER50 for 50% off.  In this Episode, You Will Learn 00:00 Why negotiation is happening in almost every interaction. 04:45 What are the 3 types of handling conflict? 09:15 How curiosity shuts down fear in your brain. 12:15 Is asking questions in general a good technique in a negotiation? 16:30 What empathy really means in negotiation. 23:15 How bonding and trust influence negotiation outcomes. 26:15 Why you should talk less and listen more in negotiation. 32:00 How naming your emotions reduces their intensity. 38:00 How often does that anxiety show up during a negotiation exercise? 41:00 Tips to slow down time when you feel emotionally hijacked. 46:15 What is the listening triangle? 50:30 How much advice is too much in a negotiation? 57:00 How to build your rejection muscle. 01:00:00 The stories you tell yourself before and during a negotiation 01:02:00 How knowing your BATNA lowers the stakes and raises confidence. Resources + Links Get the Anxious Achiever Healthy High Achieving App - studio.com/morra Get a copy of my book - The Anxious Achiever Watch the podcast on YouTube  Find more resources on our website morraam.com Follow Follow me: on LinkedIn @morraaronsmele + Instagram @morraam Follow Chris: on LinkedIn @christophervoss + Instagram @thefbinegotiator Follow Moshe: on LinkedIn @moshecohen

Is AI about to disrupt the pest control industry, or is it just another tool?In this solo episode of the Bug Bux Podcast, Allan Draper breaks down the real ways artificial intelligence is already impacting pest control and where it won't be replacing humans anytime soon.From predictive pest data and proactive treatments to smarter routing, automated customer communication, and AI-powered pest identification, Allan explores how forward-thinking companies can use AI to increase retention, improve efficiency, and drive revenue. He also dives into how CRM systems may be falling behind, why routing automation is the next big leap, and how chatbots and AI sales tools could soon outperform traditional CSRs in certain situations.But here's the twist: AI isn't coming for your technician's job, at least not the way you think.Allan explains why blue-collar, on-site service businesses have built-in protection against full automation, how licensing and regulation slow robotic replacement, and why personal relationships between techs and customers remain one of the strongest competitive moats in the industry.If you own or operate a pest control company and want to stay ahead of the curve without panicking about the future, this episode will challenge your thinking and help you prepare for what's actually coming next.AI isn't replacing pest control. But it is separating operators from innovators.

Easton Training Center's Vice President and Director of Operations, Ian Lieberman, joins Eliot o kick off a three-part series on one of the most overlooked systems in martial arts schools: onboarding. This episode looks at what happens from the moment a lead clicks your website to the moment they set their first appointment — and why most schools get this stage completely wrong. The conversation covers the true cost of a lead, why response time matters more than world titles, how to structure a follow-up cadence that lasts months (not days), and why every school needs a CRM instead of relying on memory. If you want more students walking through your doors and fewer missed opportunities, this episode lays out the blueprint. Watch or listen to the full podcast on our blog: https://www.easton.online/blog/ Visit https://www.easton.online to sign up for our mailing list!

Good news, you don't have to go viral to have a 1M+ dollar business. In this episode, I sit down with Melinda Maria Spigel, founder of Melinda Maria Jewelry, to talk about why brand equity matters more than a “Taylor Swift moment”, how to use data without losing creativity, and the reality of being a founder for 20 years. We dive into her scrappy beginnings at a Starbucks card table, the "brutal" middle years of scaling, and the pivotal decision to step down as CEO to protect her zone of genius. Tune in to learn how to build a business that thrives on stability rather than hype. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS 00:00 Why there is no such thing as ONE “big break”. 08:00 The instinct that changed Melinda's entire PR strategy. 12:00 Why even a Taylor Swift moment won't sustain your business long term. 15:45 Tips to build brand equity that outlasts trends and hype. 18:30 How data and AI now shape product design and marketing decisions. 21:00 Are you the bottleneck in your business? 27:30 How do you know when it's time to hire a CEO? 32:15 Why scaling from $1M to $10M is the hardest phase of business. 36:00 The traits Melinda had to develop to survive 20 years in business. 37:30 How opening a physical store strengthened brand community. 44:00 Why it is never too late to start a business. 47:00 The self-care habit that protects your creativity and longevity. RESOURCES Shop Melinda Maria Jewelry HERE Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Melinda: @melindamaria_jewelry

Tune in as the team discusses:Why Black Friday is a prime opportunity for land investors, not consumersPreparing Black Friday promotions weeks in advance instead of waiting until the last minuteCreative land deal incentives like dollar-down offers, discounted surveys, and bundled dealsUsing urgency, scarcity, and FOMO to drive buyer actionHow and why to increase email frequency over Black Friday weekendThe power of owning and nurturing your buyers listLeveraging email opens, clicks, and CRM data for targeted follow-upWhy land beats gadgets as a long-term, generational assetHow defaults and churn can actually strengthen the land investing model TIP OF THE WEEKMark: Prepare your Black Friday land promotions early and make them bold—irresistible offers paired with urgency move inventory fast.Scott: Don't be afraid to increase email frequency during Black Friday; buyers expect it, and urgency drives decisions.Mike: Focus on your buyers list—it's the only marketing asset you truly own, and Black Friday is the perfect time to reward it.Jon: Create a clear countdown and cadence with your emails so buyers feel the ticking clock and take action.WANT MORE?Enjoyed this episode? Dive into more episodes of AOPI to discover how to build real passive income through land investing.UNLOCK MORE FREE RESOURCES:Get instant access to my free training, a free copy of my Bestseller Dirt Rich Book, and exclusive bonuses to accelerate your land investing journey—it's all here: https://thelandgeek.ac-page.com/Podcast-Linktree."Isn't it time to create passive income so you can work where you want when you want, and with whomever you want?"

People don't lose in business because of a bad strategy. They lose because they never say what they actually want. They drag out negotiations, sugarcoat expectations, avoid clarity, and then wonder why they feel resentful, underpaid, or stuck in the wrong deal. In this episode, Chris and I break down the power of kind candor and why leadership is measured by how fast you can kindly tell the truth. We talk about the Candor Speed Principle, why delayed truth is actually damaging relationships, and how calm delivery gives you more power. Get ready to raise your standard for communication. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS The leadership metric most entrepreneurs completely ignore. Why delayed truth creates resentment and negotiation fatigue. The difference between kind candor and emotional reactivity. The KIND framework that changes how you handle hard conversations. The word track that lowers defensiveness instantly. What calm communication signals about your leverage. RESOURCES Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci

Industrial Talk is talking to Klaus Andersen and Nils Olsson with Tacton about "Redefining buyers engagement for manufactures of complex products". Scott Mackenzie introduces Elevo Tech, a company offering ERP, EAM, and business intelligence solutions, and then transitions to discussing Tacton, a Swedish company specializing in advanced manufacturing configuration. Tacton's CPQ solutions help customers configure complex equipment, supporting both direct sales and omnichannel interactions. The platform integrates with existing systems like CRM, PLM, and ERP, aiming to increase win rates, efficiency, and reduce errors. Tacton's AI capabilities can cut configuration time by up to 80% by structuring unstructured product data. Implementation times vary, typically between six months and a year, depending on the project's scope. Outline Introduction to Elevotec and Industrial Talk Podcast Scott Mackenzie introduces Elevotec, highlighting their ERP, EAM, and business intelligence solutions.Scott Mackenzie welcomes listeners to the Industrial Talk Podcast, emphasizing the importance of celebrating industry professionals.Scott Mackenzie introduces Klaus and Nils from Tacton, discussing their platform and its solutions for today's challenges.Scott Mackenzie expresses excitement about the renaissance in industrial solutions and the importance of human-to-human connection in marketing. Challenges and Solutions in Advanced Manufacturing Nils explains Tacton's specialization in configuring complex equipment, comparing it to configuring consumer products like computers or cars.Klaus describes Tacton's CPQ solutions for advanced manufacturing, supporting both direct sales and omnichannel support.Scott Mackenzie and Klaus discuss the importance of making the configuration process easy for customers while ensuring technical accuracy.Nils emphasizes the need for a buyer-centric smart factory, making it easy for customers to navigate the solution space without technical expertise. Integration and Flexibility of Tacton's Solutions Scott Mackenzie inquires about Tacton's integration with existing IT systems like CRM, PLM, and ERP.Nils explains that Tacton is an agnostic player, able to augment existing systems without complete reconfiguration.Scott Mackenzie and Nils discuss the financial benefits of Tacton's solutions, including increased win rates, efficiency, and reduced errors.Klaus highlights the importance of accurate quotes and the impact of errors on warranty costs and rework. Customer-Centric Pricing and Data Management Scott Mackenzie asks about the flexibility of Tacton's pricing methods, including value-based pricing and detailed bill of materials.Nils explains that Tacton supports various pricing methods, depending on the business needs.Scott Mackenzie inquires about how Tacton ensures the system stays updated with the latest product changes and data.Nils describes the typical setup of connecting PLM and CPQ systems to ensure data accuracy and timeliness. Implementation Time and AI Integration Scott Mackenzie asks about the implementation time for Tacton's solutions.Klaus estimates the implementation time to be between six months and a year, depending on the project's scope.Scott Mackenzie inquires about Tacton's use of AI in their solutions.Nils explains that AI is used to structure unstructured product data, significantly reducing the time required for configuration. Future Challenges and Market Reception Scott Mackenzie asks about the future challenges and opportunities for Tacton.Klaus and Nils discuss the...

Will OpenAI Tank OpenClaw? | E2251This Week In Startups is made possible by:Northwest Registered Agent - https://www.northwestregisteredagent.com/twistLemon IO - https://lemon.io/twistLinkedIn Jobs - http://linkedin.com/HiringProOfferToday's show:*OpenAI hired OpenClaw creater Peter Steinberger. What does this mean for the future of the AI virtual assistant platform, and what can the OpenClaw community do TODAY to help protect their favorite free, open-source resource?Jason and Alex consider the future of OpenClaw alongside guest experts and founders Hiten Shah and Jesse Genet. Plus we're taking a look at all of their OpenClaw creations. Check out demos of Hiten's “personal CRM” for busy investors and Jesse's family media aggregator.PLUS we've got “AI Scott Adams” creator John Arrow to talk about why he was inspired to create an AI clone of the iconic podcaster and “Dilbert” creator, and why he thinks it has so many internet commenters up in arms.Hiten Shahhttps://x.com/hnshahhttps://crazyegg.comJesse Genethttps://x.com/jessegenethttps://Lumi.comJohn Arrowhttps://x.com/johnarrowhttps://www.aiscottadams.com/Timestamps:(0:00) Introducing our guests Hiten Shah and Jesse Genet!(2:27) The panel's biggest concerns about OpenAI hiring OpenClaw creator Peter Steinberger(6:03) Jason gives us his most optimistic and pessimistic OpenAI takes(7:58) Why Jason thinks OpenAI will give everyone their own closed-source assistant(10:45) Jesse's Mac Minis now outnumber her children!(15:28) What the OpenClaw community can do right now(17:08)  Can companies “hijack” OpenClaw via hosting and skills?(20:12)  Hiten live-trains an OpenClaw skill based on Jason's book “Angel”(22:37)  How much is everyone spending on tokens anyway?(25:56)  How Jesse vibe-coded an app to aggregate non-Slop videos for her family(34:19)  Why Jason thinks Jesse's app is a great potential business(37:27)  Hiten built the “personal CRM” busy people have always dreamed of having(44:12)  “We're in an appless world.”(45:19) Why markdown files (.md) are perfect for humans and their AI agents(52:36)  So why are founders so obsessed with OpenClaw?(58:47)  John Arrow, the creator of AI Scott Adams, joins the show(1:02:44) How does AI Scott Adams get more like Scott Adams over time?(1:04:37)  The legal and ethical considerations around posthumous AI Clones

It doesn't matter who you think you are if people aren't experiencing you that way. In this episode, Chris and I sit down with our 3 VIP Mastermind Guests. Julie Cyvonne, an entrepreneur, microdosing expert, and facilitator, talks about how you're actually perceived, feedback, discernment, and why high performers sometimes only use a fraction of their true potential. Then, Riley & Kaylie Miller of The Property Wives redefine shares about advocating for marginalized communities in real estate. We talk about radical empathy, viral growth, real estate strategy, and what actually happens when you refuse to shrink. Tune in to upgrade your operating system and lead with conviction. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS 00:00 How people see you is your responsibility. 04:30 How to separate your worth from your business data. 07:30 The “rule of 3” Julie uses to decide which feedback to integrate. 11:30 How does a high performer go from good to truly great? 14:30 Why in-person retreats accelerate transformation faster than online coaching. 17:15 Are you avoiding the one thing that could set you free? 26:00 Meet Riley & Kaylie Miller of The Property Wives. 30:00 Creating the largest platform for safe relocation for the queer and trans community. 31:30 The barriers marginalized communities face in homeownership. 36:00 How to buy a home with only $1,000 out of pocket in Colorado. 38:00 How did you gain hundreds of followers on TikTok in a single day? 47:15 The 1-minute exercise that will instantly build empathy and leadership. RESOURCES Connect with Julie Cyvonne on Instagram: DM “JOURNEY” to take her FREE microdosing quiz Learn more about Julie's upcoming retreats and programs HERE Learn more about the Safe Haven Homes Initiative HERE Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci Follow Julie: @juliecyvonne Follow Riley & Kaylie Miller: @thepropertywives