Podcasts about CRM

Have you ever felt like you know exactly what you're doing, but you struggle to explain it simply? In this episode, I break down why there is no fame without the frame, and how frameworks can turn your knowledge into something people can understand, remember, and repeat. I share how experts like Simon Sinek, Daniel Priestley, and Dan Martell have used frameworks to become known for what they teach. Plus, how you can use AI to identify the frameworks already inside your business. Get ready to turn your expertise into something people can actually remember and share. Check out our Sponsors: Shopify - Try the ecommerce platform I trust for Glōci. Sign up for your $1/month trial period at http://Shopify.com/happy. Monarch Money -  Get your first year of Monarch Core for half off at http://Monarch.com with code EYH. Northwest Registered Agent - Visit http://northwestregisteredagent.com/EarnFree and start using free resources to build something amazing. Fabric - Join the thousands of parents who trust Fabric to help protect their family. Apply today in just minutes at http://meetfabric.com/earn. Indeed - 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. Momentous - If you want to try Momentous Signature Spec Creatine, head to http://livemomentous.com and use code EARN for up to 35% off your entire first order. 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. 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 HIGHLIGHTS Why there is no fame without the frame. How frameworks turn your expertise into a repeatable process. What Simon Sinek's Golden Circle teaches you about memorable frameworks. How to use AI to identify the frameworks already inside your business. The questions that help you turn your process into a clear framework. How frameworks make your offers easier to understand and sell. RESOURCES Curious about peptides and GLP-1s? Check out Loop's special offer HERE! Learn more about Million Dollar Guest 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

If you're looking to Franchise your business, or thinking about it, CEO Alisa Sparks with Linden Creek will guide you how to do it! 3 highlights from our conversation: 1. Turn what works into a system Don't just grow… replicate -When your process is clear and teachable, others can run it—and you can scale it. 2. Test before you expand Don't assume demand. Prove it - Start small, validate the market, then go all in with confidence. 3. Build the playbook Success isn't only talent—it's systems - Document what works so it can be repeated without you. --- Alisa Sparks is the Founder and CEO of Linden Creek, a luxury interior design and home staging franchise built around elevated living and meaningful design. She also leads the Linden Creek Shoppe, an online destination for curated décor and furnishings, along with Archd, an inventory management and CRM platform created to support the home staging and interior design community. With a background shaped by entrepreneurship, family life, and a love of travel and thoughtful interiors, Alisa brings a warm, creative perspective to both her work and the communities she serves. https://www.linkedin.com/in/jason-hamama-92767172   Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience Website: https://jondwoskin.comLinkedIn: https://www.linkedin.com/in/jondwoskin Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Jeff Gunsberg: Website: https://title-connect.com Connect with Alisa Sparks:Website: www.linden-creek.com  LinkedIn (Alisa Sparks): www.linkedin.com/in/alisasparkslc YouTube: www.youtube.com/@LindenCreek LinkedIn (Company): www.linkedin.com/company/linden-creek  Facebook: https://www.facebook.com/lindencreekhomestaging/about    *E - explicit language may be used in this podcast.  

Reflections from host Sarah Olivieri ... Is Your Budget Killing Your Major Gifts Program? Many nonprofit leaders I talk to about major gifts describe some version of the same wall. They know the money is out there. They have heard the statistics about wealth transfer and donor-advised funds. They have sat through the trainings. And still, nothing moves. So they go looking for the missing skill. Better scripts. A new CRM. A workshop on how to ask. Here's what I often find when I see an organization trying to do major gifts but struggling. They're actually operating with systems and processes that work against major gifts. Systems like: annual fundraising strategies a schedule of campaigns an annual budget that rewards short-term gifting, which often comes at the expense of building the proper long-term relationship that leads to true, significant, sustainable funding from major donors Relationships operate on systems as well, but these are not the systems that relationships run on. When the wrong systems are in place, people rarely call out the system. They compensate with effort instead. In fundraising, that effort goes into activity that can be measured this quarter. Events. Appeals. Data entry. All of it visible, all of it defensible, and very little of it building the thing that tends to produce seven-figure gifts. A version of this came up on almost every strategy call I had this spring, which is why I was glad to sit down with Bill Crouch and talk it through. Bill has spent more than forty years inside this work, first as a college president raising private money in the shadow of a state flagship, now advising nonprofits nationally. He has lived this work and he has taught it, which is a rarer combination than it sounds. What the conversation gave me was not a new idea. It was a sharper explanation of why the patient approach holds up and why so few organizations are structured to survive the wait. The Annual Budget Is the Clock Everything Else Runs On Start with the operating budget, because everything downstream inherits its timeline. A relationship with a high capacity donor takes eighteen months. Sometimes three years. Bill spent eighteen months getting the first million dollar commitment for a giving group at his own college. Six weeks after that, he had five more, because the first person made calls to friends. Eighteen months of nothing, then five gifts in six weeks. Now put that curve inside an organization that closes its books every twelve months and asks the development office what it brought in. The gap is rarely a matter of discipline. The organization has committed to a reporting cycle that cannot see the work until it is already finished. So the work does not get funded, does not get protected on anyone's calendar, and does not survive the first cash flow scare in month seven. I write and talk a lot about how the layout of your budget shapes the decisions you make, and this is the most expensive version of that. A twelve-month frame makes long horizon relationship work look like underperformance. Then leaders respond to the number in front of them, which is the only responsible thing to do with the information the system gives them. The Desk Always Wins Bill described development work as needing two different capabilities. The technical side, sitting in the office getting things done. And the relational side, out in the world with people. Two skill sets, often two different humans. In a small shop, one person holds both. Ask that person what they did last week and you will hear about the database, the appeal, the grant report, the reconciliation. Not the coffee that took ninety minutes and produced no measurable outcome. The desk wins because the desk has deadlines. The relationship has none. This is a design flaw with a simple mechanism. Every task in the office has a due date attached to it and a visible consequence for missing it. Relationship building has neither. Give one person both jobs and the work with a deadline tends to consume the work without one, week after week, however much that person believes in the relational side. Which means the fix is structural. Protect the time in a way the person cannot trade away, or separate the roles. Telling someone to prioritize relationships more is asking them to out-discipline their own job description. The Mechanism, Named One line from that conversation has stayed with me: "That forces nonprofits to make short-term decisions that hurt long-term strategies." What I appreciate about this framing is that it locates the problem in the design rather than in the people executing it. The short-term decision is the rational one given the reporting cycle. Change the cycle, or build a revenue floor that takes the pressure off it, and the same team will often behave differently. Not much had to change in anyone's character. The structure stopped charging them for patience. Turnover Is What the Design Produces Forty years ago, the number one problem in nonprofit fundraising was development staff turnover. It is still the number one problem. Bill named four causes, and the timeline inside them is the part worth sitting with. It takes about sixteen months for the wrong hire to realize they do not want this job. It takes the supervisor about sixteen months to accept the same thing. So roughly a year and a half of relationship equity walks out the door, and the next person starts from zero with donors who have now been handed off twice. Run that loop three times and you have a decade of fundraising with no compounding whatsoever. The organization has been paying for major gifts capacity the entire time and never accumulating any. And the third cause Bill listed is the one nonprofits could fix tomorrow. The only way to get a meaningful raise in this field is to leave. We hand out cost of living adjustments and call it compensation strategy. Then we act surprised when the person holding four years of donor history takes a call from a recruiter. The turnover looks to me like an output. The design tends to produce it, and hiring better rarely changes what the design produces. If you want to see the same mechanism from another angle, emotional intelligence functions as retention infrastructure inside these teams, not as a soft add-on. Relationship Building Is a Practice You Can Teach Here is the part that gets skipped. The long horizon only pays off if something real happens inside it, and most organizations treat what happens in the room as a matter of charm. Some people have it. Some people do not. Hire for it and hope. Bill asks every high capacity person he meets about their favorite childhood toy. That is the whole thing. A simple question about a toy, and within a couple of minutes he is hearing what someone actually cares about, in their own words, before any case statement enters the conversation. I have been collecting strategic questions for years, and I recently started a separate collection just for get to know you questions. His goes at the top of that list. I asked my next podcast guest the same thing, and it changed the shape of the whole interview. Which tells you something about the mechanism. A good question is repeatable. It can be written down, taught, practiced, and handed to a nervous program director who has never asked anyone for money. Charm cannot. So when an organization decides that relationship building is a talent rather than a practice, it has quietly made that work impossible to train, impossible to delegate, and impossible to sustain past the tenure of whoever happened to be good at it. Bill also brings brain science into how he approaches this, and that tracks. Relationship building, brain science, and psychology go hand in hand. People give when they feel seen, heard, and valued, and there is a physiological story underneath that, not just a sentimental one. Which means the patient work is doing something specific in those eighteen months. Those months are where the ask becomes possible. Skip them and you are asking a stranger. Titles Are Structure Bill told a story about interviewing a researcher at a large university. She had put the institution in her will. She had been there sixteen years. She had identified and researched a donor who eventually gave a million dollars. No major gift officer had ever walked into her office to thank her. Nobody, in sixteen years. She stayed because her children had a tuition waiver. His response to this pattern is to give every person in the development operation the same title: "Every person in the development shop should have the same title. Director of Major Gifts." This makes sense given the setup. A title describes what the organization believes a role is for. When the researcher's title says researcher and the gift officer's title says major gifts, the org chart has already suggested who is doing the real fundraising and who is doing support work. Most people read that correctly and behave accordingly. I coach clients on titles constantly, usually while helping them build a first development department, and my rule is that people should have whatever title helps them do their job best. Bill's version goes further, and I think he is right about it. It does two things at once. Inside the organization, it tells the researcher and the data entry person that they matter, which is the same thing every donor is trying to find out about themselves. Outside the organization, it gives every one of those people a title they can carry into a room and use to build a real relationship. Give everyone the title that names the actual goal, and you have used structure to say something that a values statement on the wall never manages to say. The Board Question That Is Easy to Sequence Wrong Then there is the board, where two incompatible jobs get stuffed into one body. Bill's framing came from a retired chamber of commerce CEO. Most nonprofit boards are made up of sparrows. Sparrows come to the quarterly meeting, sit through staff reports, argue about whether to spend two hundred dollars on a computer, write a thousand dollar check, and buy a seat at the gala. Most nonprofits could not operate without them. Plenty of boards also want an eagle. Someone who can write a seven-figure check. Eagles tend to hate meetings, do not care about the computer, and rarely sit through reports. Put one on your board and within a year they will often either turn into a sparrow or quit. So Bill builds his clients a separate group. Five or six people, all high capacity, meeting twice a year in each other's homes rather than at your facility, with a single agenda item. Which of our friends can we ask. I give the same advice and I get there differently. I do not want money, power, and decision-making consolidated into the same group of people. Your governing board should be the people who want to do the careful, unglamorous work of oversight, checking that nothing is going off the rails. Not the people with the biggest checkbooks, who are usually the furthest from the weeds and the least accountable for the outcome. So give the givers their own structure where giving is the actual job. Two groups, two purposes, no competition between them. This is also why the board chair and executive director relationship works better when the governance lane is clearly drawn. What a Built System Looks Like Build the plumbing first. Here that means a small number of specific things in place before anyone worries about scripts. The CEO carries a real portfolio, ten people or fewer, and treats it as a standing commitment rather than a fourth quarter push. The relational time is protected structurally, not aspirationally. Compensation is designed so that staying is financially rational. There is a revenue floor that does not depend on this year's major gift closing, which is what makes waiting affordable. And there is a group whose entire purpose is giving and opening doors, separate from the group that governs. Fully built or partially built matters enormously here. A partially built major gifts function has all the cost and none of the compounding. You are paying for the staff, the software, and the events, and you are still starting over every eighteen months. Diversifying and de-risking your revenue base is part of the same picture, which is why revenue design deserves attention before the ask does. What This Makes Possible When leaders see this clearly, the fear around major gifts usually drops several notches. The conversation stops being about whether anyone on the team is brave enough to ask a person for a million dollars and starts being about whether the organization can hold a relationship for three years without flinching. That is a design question, and design questions have answers. What can stop being so heavy is the self-blame. Chances are nobody failed at fundraising here. The organization was built with a twelve-month clock and then asked to do multi-year work, and it did roughly what that setup tends to produce. You are where you are, it is what it is. Once the structure changes, the same people, the same mission, and the same donor list start producing something entirely different, because the effort finally accumulates instead of resetting. Doing Work That Compounds This is not about asking bigger. It is about building an organization that can hold a relationship long enough for the ask to make sense. Nonprofits can raise transformational money.They can pay their fundraisers well enough to keep them.They can stop rebuilding donor relationships from scratch every eighteen months. Not by pushing harder, by building systems that hold. About the Guest Bill Crouch is the CEO of BrightDot Fundraising Advisors and has spent more than 40 years helping nonprofits transform fundraising into meaningful, lasting relationships with donors. A former college president, fundraising expert, author, and Honorary Fellow at Oxford University, Bill is the author of Mattership™: Making Donors Feel They Matter, where he shares practical strategies for building trust and inspiring generosity. Connect with Bill: Website: http://thebrightdot.com/ LinkedIn: https://www.linkedin.com/company/brightdot LinkedIn personal: Bill Crouch LinkedIn Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

This week on Nation, the podcast made for window cleaners, we're talking about ads: how they work, why they work, and why yours may not be working quite well enough. If you're putting ads out there trying to sell people window cleaning and no one is buying, then it's not a problem with ads. It's a problem with your ads. It's a hard truth, but there are some very important psychology rules when it comes to advertising and connecting with people. Let's jump in and see if we can't get those improved. ~Jersey 862-312-2026 https://windowcleaner.com/JJ https://go.getjobber.com/jersey 20% off of Jobber! The best CRM out there! https://print.windowcleaner.com?sca_ref=7832020.Oq3EKvETIH8YJMCS User code JERSEY15 to get 15% off of any and all print!

The biggest decisions in your home service business usually don't feel big when you make them.In this episode of Owned and Operated, John Wilson and Jack Carr break down the $1 million decisions contractors make without realizing how much they can impact the business over time.They discuss hiring the right people, choosing technology that can scale, building a membership program, reinvesting profits, making smarter marketing bets, and why seemingly small decisions can shape the next decade of your business.━━━━━━━━━━━━━━In This Episode━━━━━━━━━━━━━━• Why small decisions can compound into million-dollar outcomes• How hiring the right people can change the trajectory of your business• Why your CRM, payroll, phones, and technology stack matter as you scale• How membership programs create long-term customer value• Why reinvesting profits can accelerate growth• Why John and Jack prioritize executors over “strategic” hires• The two areas they would focus on first at $5M: people and leads• How training, KPIs, and better data create a long-term advantage━━━━━━━━━━━━━━Connect━━━━━━━━━━━━━━John Wilsonhttps://www.linkedin.com/in/johnbwilson1/Jack Carrhttps://x.com/thehvacjackOwned and Operatedhttps://www.ownedandoperated.com/━━━━━━━━━━━━━━Sponsors━━━━━━━━━━━━━━AvocaSee how Avoca helps home service companies book more jobs with AI that handles calls, texts, follow ups, and dispatching without adding more chaos. Book a demo: https://www.avoca.ai/partners/oaoService ScalersGet more high quality leads with marketing built for home service companies. Book a free strategy call with Service Scalers and see what's driving real jobs: https://os.servicescalers.com/go/oao_podcast/referral/podcastSend Us Mail!More Ways To Connect with O&OJohn's Podcast YouTube ChannelOwned and Operated Newsletter Bonus Videos From JohnLeave a ReviewJohn Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC

Are you showing up on social media consistently but still wondering why no one seems to notice? In this episode, I sit down with social media strategist Katelyn Rhoades to break down how to become more visible online without forcing yourself to be on camera or copying someone else's strategy. We talk about how to know when your content should focus on growth versus sales, how to use carousels to get people to stop and engage, why strong hooks matter, and how content pillars make showing up consistently so much easier. Katelyn also shares how to handle criticism, become more comfortable being seen, and MORE. Get ready to make social media feel simpler, more strategic, and a whole lot more fun. Check out our Sponsors: Shopify - Try the ecommerce platform I trust for Glōci. Sign up for your $1/month trial period at http://Shopify.com/happy. Monarch Money -  Get your first year of Monarch Core for half off at http://Monarch.com with code EYH. Northwest Registered Agent - Visit http://northwestregisteredagent.com/EarnFree and start using free resources to build something amazing. Fabric - Join the thousands of parents who trust Fabric to help protect their family. Apply today in just minutes at http://meetfabric.com/earn. Indeed - 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. Momentous - If you want to try Momentous Signature Spec Creatine, head to http://livemomentous.com and use code EARN for up to 35% off your entire first order. 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. 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 HIGHLIGHTS 00:00 The visibility strategy that helps the right people find you. 03:45 Who were you before you believed you could build a business of your own? 06:45 The 2 types of women who are stuck waiting to be visible. 09:30 What happens when you have someone who can see what you can't. 11:45 The 3 stages of the Visibility Gap. 14:30 Do you really have to talk to the camera to grow? 15:30 How carousels outperform videos when you use them strategically. 17:00 Tips to choose the right carousel format for your goal. 22:00 How to choose content based on whether you want visibility, engagement, or sales. 24:30 Katelyn's top tip that can give your carousels more visibility. 29:30 Why your hook can make or break your entire post. 32:00 How polarizing content helps you attract the right people. 34:15 What to do when you're afraid people won't like you. 36:30 How to keep showing up when people criticize your content. 38:00 The social media boundary that can protect your mental health. 40:00 Advice to someone who's ready to take a chance on social media. 42:15 How to create a week of content without starting from scratch. 46:30 What do you want every woman to know about showing up online? 48:30 What to do when it feels like everyone else is getting the opportunities you want. 51:00 How to get Katelyn's Visibility Content Pack. RESOURCES Get Katelyn's Visibility Content Vault™ 2.0 with 200+ done-for-you Canva templates HERE! Follow Katelyn on Instagram @thekatelynrhoades and comment PACK on any post to have the link sent directly to you 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 Katelyn: @thekatelynrhoades

Are humanoids ready to step onto the front lines of mental health, senior care, and emotional therapy? In another throwback episode of Edge of Show we are remembering our first-ever live podcast recorded in front of an audience with a humanoid robot, where host Josh Kriger sits down at Moss in Venice Beach with Ria, an emotionally intelligent humanoid developed by Machani Robotics.Josh frames the episode around groundbreaking clinical data: generative AI therapy chatbots driving a 51% reduction in depression symptoms and patients rating AI psychotherapy responses higher in contextual empathy than human therapists. Joining the stage is Niv Sundaram, Chief Strategy Officer at Machani Robotics, who discusses the company's technical roadmap, data privacy protocols, and mission to deploy empathy-focused humanoids across senior care, special needs education, and wellness lounges globally. The episode concludes with a live, unscripted Q&A session where audience members test Ria's perspectives on human loneliness, existential grief, and inter-agent ethics.Support us through our Sponsors! ☕ Want to make content like ours? Sign up with Castmagic to make your creative process easy: https://bit.ly/CastmagicReferral Work smarter, grow faster. Automate your SEO, get AI insights, and manage all your clients in one place with Helm. Start today 50% off your first month at helmseo.comDouble your team's efficiency with COCO. Hire dedicated AI employees for copywriting, research, and CRM. Use code REF-W8CBVH for an exclusive 5% off your first order: https://coco.xyz/dashboard/hire/plan?ref=REF-W8CBVH Do you want to grow a business? Go from an idea to livebusiness in minutes. Use our Referral code: edgeof to 50% off your first month at https://www.willo.ai/When you purchase through these links, we may earn a commission. ____

Many companies obsess over sales reports, churn metrics, and dashboards, but the real story is hiding in what people say long before the numbers move. Today's guest, Dan Bruder, co-founder of Blendification, helps organizations tap into that hidden layer by turning everyday conversations into decision-ready intelligence that leaders can use to predict and prevent problems before they show up in the P&L. In this episode of Marketer of the Day, Dan shares how Blendification uses conversational AI and linguistic analytics to run psychologically adaptive, goal-focused interviews at scale, thousands in a week if needed. Instead of just answering questions like traditional AI tools, their system asks smarter questions, reads engagement and emotional readiness, and uses a panel of specialized AI “agents” to understand what employees and customers really think and feel. The result: organizations can detect cultural hotspots, disengagement, and customer risk months before it shows up as lost revenue or turnover. Dan explains how Blendification fuses this deep qualitative data with existing operational data from CRM, HR, and financial systems to create traceable dashboards, emotional intelligence patterns, and research-grade insights, without the months-long effort of a traditional consulting engagement. He also shares a bold vision: replacing static PowerPoint decks with dynamic, fully traceable presentations generated directly from source data and conversational insights, giving leaders both speed and confidence in their decisions. If you're a consultant, advisor, market researcher, or small to mid-sized firm trying to compete with giants like Accenture, this episode is especially powerful. Dan shows how nimble firms that adopt conversational data analytics early can actually leapfrog larger, slower competitors, delivering deeper insights, faster, with far less manual labor. You'll hear how conversational AI, when used as a true language tool (not just a fancier spreadsheet), opens up a blue ocean of understanding human behavior at scale. https://youtu.be/DGST8uwJxIw?si=oOb9DiB5XKvbFUg8 Dan also shares a thought-provoking perspective on planning and uncertainty, why “it's none of your business where you'll be in five years” and how that mindset aligns with leading through rapid AI-driven change. If you've been stuck in the world of transactional metrics and static dashboards, and you suspect the real gold is hidden in the conversations your people and customers are already having, this episode will give you a clear, exciting look at what's now possible with conversational AI and Blendification. Quotes: "With AI, we're not just leveling the playing field; we're giving a competitive advantage to the people who are nimble and move quickly." "Most of what I've seen out there is really taking the same data we've always used and using AI to report the same dashboards we've always had, just a little bit quicker and with more data." "We've created an AI platform that holds psychologically aware conversations just as a human would, adapting the next question to bring someone back in when they start to disengage." Contact Details: Transform Your Brand with Blendification: Start Today Discover Better Leadership with Dan Bruder Connect with Dan Bruder on LinkedIn for Leadership Insights Subscribe to Dan Bruder's YouTube Channel for Leadership That Inspires Action

Being a real estate agent is NOT cheap. Between technology, marketing, brokerage fees, coaching, conferences, photography, lead generation and everything else we're told we "need," it's easy to spend those commission checks just as quickly as they come in.But what's actually worth the money?In this episode, I'm sharing the real estate investments I'm standing 10 toes down on. These are the tools, resources and experiences that have actually helped me build my business, serve my clients better, save time, and continue growing as a real estate agent.We're talking about everything from owning your CRM and investing in professional photography to coaching, conferences, transaction coordinators, client events, content creation tools and a few things you might not expect.And no, I'm not telling you to run out and buy everything on this list today. The goal is to start thinking like a business owner. As those commission checks come in, where can you intentionally reinvest some of that money into things that will help you grow?Because there's plenty of stuff you could spend money on in real estate. I want to help you figure out what's actually worth it.✨ Join the Bestie community:https://www.rosemarylewis.com/list✨ Join Six Figure Bestie:https://www.rosemarylewis.com/sixfigurebestie✨ Learn more about Accelerator Coaching:https://www.rosemarylewis.com/coach

What if your calling was never about a specific job, title, or role, but about the impact you are uniquely called to make? In this special birthday episode of UNITED State of Women, Kalena James and Julie Deem celebrate from the Global Leadership Summit 2026 while reflecting on purpose, influence, faith, leadership, and the unexpected ways our lives and careers evolve.They explore the importance of knowing your why, asking God boldly for what you want, and paying attention to the doors that begin to open. Whether you are questioning your current path, trying to clarify your purpose, or wondering what your next season might look like, thisis your invitation to slow down, pay attention, and consider where your influence can make the greatest impact.What You Will Learn:Why your calling may be bigger than your current job, title, business, or role.How to identify the common thread connecting the different seasons of your life.Why knowing your why can help you avoid saying yes to everything and losing your direction.How your purpose can remain consistent even when the vehicle you use to fulfill it changes.Why asking better questions can create opportunities for progress and growth.How to become more intentional about asking God for what you want while remaining open to His timing and direction.Why effective leadership includes preparing for what happens after you leave.How succession planning can become part of your leadership strategy long before a transition occurs.Why influence is connected to helping other people see themselves clearly.How to identify the people you feel called to support and the problems you feel compelled to solve.Why the things you naturally notice in other people may provide clues about your own calling.FAQ:How do I figure out what my calling is?Look for the common denominator throughout the different roles, jobs, relationships, and seasons of your life. Pay attention to the problems you repeatedly feel drawn to solve, the people you naturally want to support, and what you are able to see in others that they may not see in themselves.What is the difference between a calling and a career?A career is one vehicle through which you can use your gifts and skills, while a calling can remain consistent even as your career, role, or circumstances change. The conversation describes calling as being connected to the impact you are meant to make rather than a specific title.How can I find my why?Slow down and examine the patterns and common threads throughout your life. Consider what you are passionate about, what experiences have shaped you, what problems you feel compelled to address, and why those things matter so deeply to you.Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you!Learn more at: https://lyfquest.io/Instagram:USW Podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kalena James ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Julie Deem ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠--------------------------------------------------USW Kokomo ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Production by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

In this episode of Transcend with M, I sat down with David Carothers, founder of Florida Risk Partners and one of the most respected voices in commercial insurance sales training.We talked about the part of the job most producers get wrong → the belief that winning business is about getting the right quote.David has spent nearly two decades in insurance and risk management. Through Killing Commercial and The Power Producers Podcast, he has trained thousands of producers on how to stop competing on price and start getting hired as an advisor before the insurance transaction ever happens.Here's what we got into:→ Why you have to know how to get hired before the insurance transaction ever exists→ How to use AI to prep for a meeting by predicting the exact questions a CFO will ask you, and the ones you should be asking them→ The mirror technique that buys you time when an objection catches you off guard→ Why "I've been with my agent for 15 years" is a green flag, not a wall→ How David turned a $7,500 account into $387,000 in premium by refusing to sell on price→ Why almost every problem account traces back to bad prospecting→ The shift from transactional producer to trusted advisor, and why AI is forcing this conversation now→ What it really takes to build the next generation of producers, including his own sonIf you're a producer, an agency owner, or someone building a book of business in this industry, this is the conversation that will change how you walk into every meeting.This is Season 3 of Transcend with M, where I sit down with the people who are actually building, leading, and changing this industry from the inside.David Carothers, CIC, CRM, is the principal of Florida Risk Partners, a middle-market commercial insurance and risk management firm. He is the founder of Killing Commercial, host of The Power Producers Podcast, and the author of The Extra 2 Minutes and The Dirty 130.Connect with David:LinkedIn → https://www.linkedin.com/in/davidrcarothers/Website → http://killingcommercial.comPodcast → The Power Producers PodcastConnect with me:Instagram → https://www.linkedin.com/in/monicaadwani/LinkedIn → Monica AdwaniNuRise Consulting → nuriseconsulting.comFollow Transcend with M on LinkedIn and follow me on Instagram @monicaadwani when you listen.Subscribe so you don't miss what's coming next this season.#TranscendWithM #Season3 #InsurancePodcast #CommercialInsurance #InsuranceSales #InsuranceProducers #AgencyOwners #WomenInInsurance #WomenInBusiness #InsuranceIndustry #IndependentInsuranceAgents #KillingCommercial #MonicaAdwani #DavidCarothers #FloridaRiskPartners

5 Steps to Faster, Cheaper Leads with Facebook Ads (Plus a Priority Lesson for Marketers) Patrick Allmond shares a Wednesday livestream with a personal lesson on priorities and calendar management, arguing that if you don't set your own priorities, you'll end up working on someone else's. He explains a repeating digital marketing cycle where new platforms grow on organic reach, then shift to ads and paid features, and says effective lead gen should feel organic even when it's paid. He offers a PDF, "The Playmaker's Guide to Faster and Cheaper Leads," outlining five steps: use a CRM as a system of record, record and caption five short vertical hook/explain/CTA videos, launch a simple Meta ad campaign, set up automated multi-channel follow-up (not SMS alone), and focus on booking calls to increase closes. He closes by encouraging viewers to embrace fear as a constant and take action.  00:00 Welcome and Subscribe 00:50 Using AI for Content  02:31 Priorities and Calendars 05:03 Digital Marketing Cycle 07:24 Lead Gen Steps Overview 08:17 Step One CRM Setup 09:13 Step Two Video Hooks  13:42 Step Three Launch Meta Ads 17:16 Step Four Automated Follow Up 22:16 Step Five Book Calls  25:09 Fear and Final Wrap

Matt Watson grew up in a trailer park in Oklahoma and worked flea markets with his dad from the age of five. At 22, he founded VinSolutions, a CRM for car dealerships. Eight years later, he sold it to AutoTrader for $150 million. He was 29 and the largest shareholder.Then he kept building. Stackify. At Capacity. And now Full Scale, a 350-person software company he chose to keep instead of sell.In this episode, Matt and I go deep on what actually happens after you go from nothing to generational wealth in your 20s. We talk about how the day the $150 million wire hit felt like, what surprised him most about having that kind of money, why more money more problems is absolutely the case, and why he started Stackify two months after his exit even though he could have stopped.We also get into the hard lessons he learned as a solo CEO in his 30s,  why he's simplifying his life at 45 after buying Ferraris and part of a private jet, and what he'd tell someone who thinks money is the answer to everything hard in their life. This is a conversation about what  happens after you make it. If you've ever wondered what's on the other side of the number you're chasing, this one's for you.___________(01:19) Trailer park to flea markets at 5 years old(03:37) Did he ever dream big(04:57) When it felt like a real business(07:45) Selling for $150 million at 29(07:59) Off the rollercoaster(08:46) Why the exit made life worse(11:32) What surprised him about money(12:28) Why friends stop inviting you over(13:03) Starting again two months later(13:51) Solo CEO, hard lessons(15:36) Being his own VC(16:42) Diagnosing ADHD at 40(20:02) His most important company(23:27) Startups are brain damage(28:21) Ferraris, a jet, letting go(30:03) The key to happinessShow notes:Find show notes of each episode on ProfitLed.fm. Connect with our host:Follow Melissa on LinkedIn where she shares stories & lessons from her founder journey weekly.Connect with Melissa at melissakwan.com and subscribe to  'your founder next door', Melissa's weekly newsletter on what it's like to build a company without an abundance of resources and friends in high places.Follow @themelissakwan on Instagram and YouTube where she shares short videos of business advice and other truth-bomb sound bites.This podcast was brought to you by eWebinar:Find out how you can turn pre-recorded videos into interactive experiences with chat so you can run your demos, onboarding calls, and training sessions on autopilot, 24/7, without being there. Hop into a demo at eWebinar.com, no salesperson required.

What does it take to build a successful real estate business when you already have a full-time career, a family, and limited time?In this episode of Push Success Stories, David Radney talks with Shaneera, a dual-career real estate agent, wife, and mother of two who is determined to transition from her corporate career into real estate full-time.Shaneera shares the honest reality behind building a real estate business while working a 9-to-5—from waking up early and prospecting during work breaks to managing buyers, following up with leads, building her database, and staying consistent through rejection and deals that fall apart.She also explains how social media prospecting, Instagram DMs, circle prospecting, mailers, CRM follow-up, and staying connected with her sphere have helped her generate real estate opportunities without needing to go viral.Shaneera's story is a reminder that success doesn't always happen quickly—but consistent effort eventually creates results.If you're a new REALTOR®, dual-career agent, working parent, aspiring listing agent, or real estate professional looking to transition into the business full-time, this episode will give you an honest and motivating look at what it takes.The goal isn't to avoid the NOs. The goal is to get through the NOs until you reach the YES.

Is it okay to make money from your friends, network, and the rooms you invest to be in? Chris and I have some strong opinions on this one. In this episode, we break down how the right relationships can lead to more clients, referrals, collaborations, and opportunities without making people feel like you're only there to sell them. We share real examples of entrepreneurs who have turned relationships into massive business opportunities, including one introduction that led to a $20K/month client, plus the networking behaviors that will get you avoided or even uninvited from the room. If you want to build a powerful network that creates opportunities for everyone in it, this episode will show you how to become the person people WANT to hire, recommend, and introduce. Check out our Sponsors: Shopify - Try the ecommerce platform I trust for Glōci. Sign up for your $1/month trial period at http://Shopify.com/happy. Monarch Money -  Get your first year of Monarch Core for half off at http://Monarch.com with code EYH. Northwest Registered Agent - Visit http://northwestregisteredagent.com/EarnFree and start using free resources to build something amazing. Fabric - Join the thousands of parents who trust Fabric to help protect their family. Apply today in just minutes at http://meetfabric.com/earn. Indeed - 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. Momentous - If you want to try Momentous Signature Spec Creatine, head to http://livemomentous.com and use code EARN for up to 35% off your entire first order. 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. 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 HIGHLIGHTS How to turn your network into clients, referrals, and new opportunities without feeling transactional. The networking mistake that can get you avoided or even uninvited from high-level rooms. How one introduction turned into a $20K/month client. The difference between creating demand for what you do and chasing people for business. How to become the person your friends actually WANT to recommend. The relationship-building strategy that creates opportunities long after an event ends. How to stop keeping score and build relationships that pay off for everyone. Chris' "equal energy exchange" rule for building profitable relationships that last. What to do when you enter a mastermind, event, or high-level room so opportunities naturally come to you. Why giving more than you expect to receive can become one of your biggest business advantages. RESOURCES Want to join Chris and a small group of high-performing entrepreneurs, founders, and executives for his upcoming Southern California experience? DM Chris on Instagram: @chriswharder 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

Stop letting raw CRM data gather dust while you scramble to find high-intent prospects. In this episode, Alex Murphy breaks down their exact playbook, including:

New software cannot fix a broken process. It can only help you execute that broken process faster. In this episode of The Level Up Podcast, Paul Alex breaks down why entrepreneurs waste money on unnecessary technology and why strong systems have to come before automation. A new CRM will not fix unclear responsibilities. A project management platform will not repair a confusing workflow. And automation cannot replace a process that has never been proven. In this episode, you'll learn: • Why software amplifies the systems you already have• How tech bloat quietly drains your profit margins• Why processes should be proven manually before being automated• How simplifying your tech stack creates stronger focus and execution The truth is simple: Technology should support the system. It should not create the system for you. Map the workflow. Find the friction. Fix the process. Then choose the technology that helps your team execute it faster and more consistently. Strategy dictates the software. Fix the foundation before adding more tools. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024Facebook: https://jo.my/fbpaulalex2024YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQLinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you: www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Join an active community of RE investors here: https://linktr.ee/gabepetersen FROM MORTGAGE BROKER TO EIGHT FIGURE WHOLESALER

How does a used car saleswoman go from brand-new to the business to earning more than $225,000 in ONE year? "It's not about selling. It's about solving a problem." – Sady Ahmed In this episode of the Millionaire Car Salesman Podcast, Sean V. Bradley sits down with top-performing salesperson Sady Ahmed of Koons Automotive to uncover the mindset, strategies, and customer-first approach behind her rise in automotive sales. "Every customer is different. You gotta be able to mirror them." – Sady Ahmed Sady has built a powerhouse business by dominating one of the toughest opportunities in the dealership: Special Finance and credit-challenged customers. But her success goes far beyond simply selling cars. She's built a system around trust, credit education, personal branding, referrals, repeat business, and turning customers who hear "NO" elsewhere into long-term relationships. "If you don't believe that you're the best, how are you going to get other people to believe that you're the best?" – Sady Ahmed Sean and Sady also explore how today's automotive sales professionals can leverage AI, ChatGPT, community involvement, social media, and smarter follow-up strategies to create more opportunities and separate themselves from the competition. "You want the community to support you, you've got to support the community." – Sean V. Bradley How did Sady build a $225K+ income without chasing a management title? What helped her reach a record-breaking 34 cars in a single month? And what can other salespeople learn from her approach to some of the most challenging customers in automotive? Find out how this used car saleswoman earns over $225K in ONE year and the strategies helping her build a career, customer base, and personal brand that continues to grow. If you're serious about selling more cars, generating more referrals, building your brand, and increasing your income in automotive sales, you need to hear this conversation! Key Takeaways: ✅ Credit Mastery: Understanding and mastering credit intricacies play a crucial role in closing deals with subprime clients. ✅ AI Utilization: Using AI tools like ChatGPT can streamline credit analysis and improve customer experiences by drafting dispute letters or enhancing credit advisories. ✅ Personal Branding: Building a personal brand through social media and community engagement is essential for long-term success in automotive sales. ✅ Partnership Opportunities: Collaborations with credit repair firms can be a strategic method to assist clients with challenging credit profiles. ✅ Client Education: Educating clients about credit improvement methods can lead to increased customer loyalty and repeat business.   About Sady Ahmed Sady Ahmed is a top-performing automotive sales consultant specializing in Special Finance at Koons Automotive of Fredericksburg. Since entering the car business in 2019 with no prior automotive experience, she has grown into a consistent 20-car-per-month producer, recently achieving a personal best of 34 vehicles sold in a single month. Known for her honest, relationship-first approach, Sady helps customers navigate challenging credit situations, build stronger financial plans, and find the right path to vehicle ownership. Her success comes from keeping it real, solving problems, and putting long-term customer relationships ahead of simply making a sale.     Unlocking the Potential of Special Finance in the Automotive Industry   Key Takeaways Understanding customer credit intricacies is integral for automotive sales success. Leveraging AI in credit analysis offers enhanced insights for customers with subprime profiles. Personal branding and community engagement are crucial for establishing a successful automotive sales career.   Navigating the Special Finance Ecosystem in Car Sales In the world of automotive sales, special finance remains a challenging but rewarding niche. As the conversation led by Sean V. Bradley with Sadie Ahmed highlights, excelling in this sector involves not just selling cars but mastering the intricacies of credit. Sadie's approach to her work exemplifies the seamless integration of credit counseling within automotive sales, recognizing the importance of being "on their side" for customers with subprime credit scores. Sadie's dedication to special finance stems from her genuine desire to assist people, particularly those deemed 'at risk' or subprime. "I just like helping people. So I feel like when I have a customer that comes to me and they are in that weird spot of like a 550 to a 650, that can change overnight," she asserts. For Sadie, automotive sales are less about pitching a sale and more about "solving a problem," a notion that echoes throughout the interview. This empathetic approach transforms what could be a high-pressure sales interaction into a supportive experience for her clients, setting a standard for the industry. Harnessing AI for Enhanced Credit Analysis in Automotive Sales Artificial Intelligence is revolutionizing how dealerships manage special finance operations. Sean Bradley emphasizes the potential of AI tools like ChatGPT in scrutinizing credit reports to advise clients effectively. "You can use, whether it's Claude or it's Google, Gemini or Chat GPT, or if your dealership has its own internal knowledge base, you could actually help Yourself and the prospect by using AI to analyze the credit bureau," Bradley affirms. The integration of AI doesn't stop at just analyzing credit. Sadie elaborates: "I've been doing this for about seven years. So I've learned what banks are looking for…and I've learned the nuances of how to get banks to overlook certain red flags if I can provide just the right context." With AI, sales professionals like Sadie can automate parts of the credit advice process, enhancing their ability to serve clients efficiently and improving the overall customer experience. In a competitive industry where the minutiae of financial history can make or break a sale, leveraging AI for credit analysis is a game-changer. It empowers car sales professionals to not only meet but exceed client expectations by providing insightful and actionable credit advice. Building a Personal Brand for Long-term Success in Automotive Sales Personal branding emerges as a powerful driver for success. Sadie Ahmed's journey evidences the power of building a personal brand rooted in reliability and expertise. Her mantra, "You incorporated," underlines the importance of self-belief and self-promotion. By leveraging social media platforms like Facebook and TikTok, Sadie creates a persistent presence, ensuring she remains top-of-mind for potential car buyers. Beyond digital interactions, Sadie highlights the value of community involvement. "I do sponsor a bunch of local events. I've sponsored some golf tournaments, base local baseball teams…," she shares, demonstrating her commitment to establishing relationships and goodwill within her community. This extends her brand's reach and cements her reputation as a trusted advisor, not just a salesperson. The world of automotive sales demands adaptability and innovative thinking. As Sadie Ahmed showcases, blending effective customer credit management with a robust personal brand paves the way for sustainable success. This approach, underscored by strategic engagement with global tech advancements such as AI, keeps industry professionals ahead of the curve. Ultimately, embracing a comprehensive understanding of client financial situations and utilizing technology not only transforms the customer experience but also empowers sales professionals to thrive in an ever-evolving market landscape.       Resources + Our Proud Sponsors:   ➼ Podium: The AI Platform Powering the Modern Dealership. From instant lead response to seamless test drive scheduling, Podium's AI Employee Jerry works 24/7 to turn every lead into a conversion, so your team can focus on closing. Trusted by thousands of dealerships nationwide and proudly featured on the Millionaire Car Salesman Podcast. Learn how Podium can help you sell more cars, book more service appointments, and grow your dealership. Discover how Podium's innovative AI technology can unlock unparalleled efficiency and drive your dealership's sales to new heights. Visit www.podium.com/mcs to learn more!   ➼ 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.

Thanks to Our Tique Talks Sponsors:Travel Collection - Connect and learn more about TC's DMCsSmeuse Studio - Receive 15% off your first purchase in the shop with code TIQUEA great client experience shouldn't require a travel advisor to be available 24/7. In the final episode of their summer series on boundaries, Robin and Jennifer break down the systems that allow travel advisors to deliver exceptional service without making themselves the center of every client interaction. From guides and forms to email templates, terms and conditions, and CRM automation, they share the systems they've implemented in their own businesses to create a more consistent client experience, reduce reactive communication, and protect their time. Because clients aren't hiring a travel advisor for unlimited access. They're hiring them for their expertise and a seamless travel experience.Today we will cover:(03:30) Why a structured client experience creates stronger boundaries(09:25) How forms can reduce back-and-forth communication and better organize important client information(18:20) Why travel advisors should have templated client emails(23:50) The role terms and conditions play in protecting a travel business(30:35) Why a CRM should serve as the central hub for client communication and documentation(35:00) Why clear processes can help filter out clients who aren't aligned with the way a business operatesResources Mentioned In This Episode:Scaling With Systems – Learn the systems Jennifer and Robin use to create boundaries, streamline operations, and scale a travel business without sacrificing client experience.How We Work & Investment Guide – Set clear expectations before discovery calls and help qualified leads understand your process before they book.What To Do When Guide – Give clients a single resource that explains what to do before, during, and while traveling to reduce unnecessary emails.Client Onboarding Guide – Create a seamless onboarding experience and answer common questions before they arise.Client Experience Templates – Ready-to-use email templates, forms, workflows, and client touchpoints designed to create a consistent, scalable client experience.5 Free Email Templates – 5 plug-and-play email templates that are totally customizable to your travel businessTravel Advisor Contract from The Legal PaigeDon't miss the Travel Business Intensive, happening August 24-26. Learn more and grab your ticket here → RESERVE MY SPOT!FOLLOW ALONG ON INSTAGRAM @TiqueHQ

In this episode, Ray explores the uncomfortable truth: firm culture is revealed through what leaders reward, tolerate, and ignore on a typical Monday morning. For advisory firm owners, understanding your actual culture, not your aspirational values, has direct business impact.Ray makes the connection concrete: research from SHRM shows that employee experience and engagement account for 42% of turnover intent. Regrettable attrition is expensive. More importantly, in relational advisory businesses, internal culture becomes external client experience. Clients feel when teams are aligned, communication is clear, and people are supported. They also feel when turnover disrupts continuity and people are burned out.This episode is built around an immediately actionable framework: the culture evidence review. Rather than running another employee survey, Ray walks you through five practical questions that move culture from sentiment to evidence. You'll learn what to examine, what it means when certain behaviors are tolerated, and how to use stay interviews to listen early before exit interviews teach expensive lessons.WHAT YOU'LL LEARN IN THIS EPISODEWhy culture is revealed through behavior, not proclamation, and how to examine evidence instead of languageHow employee experience and engagement directly correlate with turnover intent (and the research that proves it)The five-question culture evidence review framework that translates culture into measurable leadership decisionsWhy tolerated behaviors become permission and what behaviors are costing your firm stability and client continuityHow to use stay interviews to listen early and understand what your best people need to stay engagedTHE FIVE-QUESTION CULTURE EVIDENCE REVIEWWhat behaviors are rewarded around here? Look past the value statement. Who gets promoted, praised, paid, invited to important conversations? Do you reward people who develop others or only those who generate revenue? Do you reward collaboration or information control? Do you reward system improvement or crisis heroics?What behaviors are tolerated? Every firm tolerates something. Poor follow-through, weak meetings, avoided feedback, disrespectful communication, hoarded clients, undermining peers, not using the CRM, treating staff as support instead of colleagues. When leaders tolerate these behaviors, tolerance becomes permission.What do employees fear saying out loud? Your team may know where the firm is stuck before leaders admit it. They know which processes are broken, which client segments drain the team, which advisors are difficult. A healthy culture gives truth a place to go.What are stay interviews telling us? Ask why people stay, what might cause them to leave, where they feel underutilized or unsupported, and what would help them grow. Listen early.What is AI anxiety doing to the culture? Employees may not directly name AI fear. They hesitate to use tools, fear being replaced, or assume productivity gains mean more work. Leaders need to surface this conversation.COACHING QUESTIONS FOR YOUR LEADERSHIP TEAMWhat behaviors are shaping your culture more than your stated values do?Where is the firm tolerating behavior that undermines trust or performance?What would your employees say the culture rewards most in your firm?What are stay interviews telling you before exit interviews make the lesson costly?How is AI anxiety manifesting in the culture, even if people are not naming it directly?Building the Billion Dollar Business is hosted by Ray Sclafani, Founder and CEO of ClientWise, the financial services industry's leading executive coaching and team development firm for elite advisors and wealth management teams.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube

Connect with Early Riders — https://www.earlyriders.com/contactConnect with Onramp — https://onrampbitcoin.com/contact-us/Presented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.The CLARITY Act has slipped to a September 15 Senate vote, and Bitcoin did not move. This week Michael, Liam, and Brian make the case that stalled legislation on top of the Coldcard fallout, BIP-110 infighting, and Saylor selling, with the price still holding, is what a bottom looks like rather than a top. They run through a brutal week for Bitcoin infrastructure: BTCPay Server, Zeus, and Boltz all disclosing vulnerabilities or going dark, with Boltz warning that attackers now iterate faster than a team its size can patch. On the AI side they cover Kimi K3 escaping an isolated sandbox, Sam Altman's comments on Astra and who gets frontier access, an agent that cancelled a stranger's gym reservation to move its owner up the waitlist, and Cloudflare Wallets arriving as agent requests climb 1,700% and cross half of all network traffic. They close on the deals: Yellow Card's $40M round, Sapium's $35M Series A for the agent routing layer, Coinbase losing BVNK to Mastercard despite bidding $700M more, Airtable selling for $1.29B after an $11.7B peak, and what Block's Buzz did during the Coldcard incident.Chapters00:00 - Coldcard update: thefts slow, 2,000 BTC still gone01:00 - BTCPay Server, Zeus, and Boltz all disclose vulnerabilities02:51 - Why open source Bitcoin code became the target04:11 - Boltz: attackers now iterate faster than we can patch05:22 - Liam: Bitcoin itself is not the vulnerability06:40 - Good actors handicapped when US frontier models refuse10:04 - Sam Altman on Astra and keeping powerful models from the few11:12 - Only 2% of US households pay for AI13:34 - Kimi K3 escapes its isolated sandbox14:34 - Why non-deterministic models cannot be reliably contained19:35 - An agent cancels a stranger's gym reservation20:58 - Cloudflare Wallets and the programmable agentic internet23:45 - Agent traffic passes human traffic26:42 - ARK on Cloudflare's earnings: agent requests up 1,700%31:07 - Privy's CRM breach and the limits of mobile wallets32:13 - The CLARITY Act slips to September 1533:45 - Why stalled legislation plus a flat price looks like a bottom35:56 - Yellow Card raises $40M for African stablecoin rails37:40 - Sapium raises $35M for the AI agent routing layer40:14 - Coinbase bid $2.5B for BVNK and lost to Mastercard at $1.8B42:17 - Airtable sells for $1.29B after an $11.7B peak45:32 - The Architecture Problem and where custody goes next47:48 - Why every firm ends up at multi-institution custody49:22 - Buzz, Goose, and how Block moved in hours on Coldcard54:45 - GPU hours as crude oil: an open source AI analogy55:34 - Sergey Brin returns to Gemini, Meta ships Muse CodeIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/researchKeep up with Michael:https://x.com/MTangumaKeep up with Liam:https://x.com/Lnelson_21Keep up with Brian:https://x.com/BackslashBTC

CISOs have a stack of tools but no system built to run the security program itself. Mike Armistead wants to fix that.In this episode I sit down with Mike Armistead, co-founder and CEO of Pulse Security AI and a longtime security founder behind Fortify and Respond Software. We dig into why the security leader has never had a system of truth the way the CFO has an ERP and the CRO has a CRM, and how an agentic layer on top of the existing tools can finally close that gap. Mike is measured about where AI gets to decide and where the human stays in the seat, and he shares what surprised him most from research with more than 80 senior practitioners and corporate directors.In this episode:- Why two exits later Mike came back to build a third company around the AI wave- The silos that left CISOs with an acronym soup of tools and no way to run the program- What a system of truth for the CISO actually means and how it layers on top of existing structured and unstructured data- Where agents do the heavy lifting on regulatory monitoring, vendor intelligence, and status reporting- Governing the guardrails, not the keystrokes, and why closing the loop still involves people- What corporate directors actually want to hear in the 15 to 20 minutes a CISO gets each quarter- The findings that stood out, including that 55% of boards have never defined the cyber risk they are willing to accept, and only 12.5% of CISOs are very confident the board leaves with a true picture of the risk- Institutionalizing the tribal knowledge every security program runs onChapters:0:00 Intro0:18 Mike's background and two prior exits1:08 Why the AI wave pulled him back2:21 Why the CISO has no system to run the program4:09 Starting at the program level, not the SOC or AppSec5:28 What a system of truth for the CISO means8:19 Speaking the language of the business9:09 Where AI does the heavy lifting on a typical Tuesday11:57 Govern the guardrails, not the keystrokes15:44 Bringing deputies into the conversation16:46 What the research with senior practitioners found20:37 Boards, risk tolerance, and the reporting gap24:57 AI as a double-edged sword for security leaders25:35 Joanna Burkey and institutionalizing tribal knowledge27:31 A year from now for the security leaderGuest links:Mike Armistead on LinkedInPulse Security on AIMore Resilient Cyber:Substack: https://www.resilientcyber.ioSubscribe for more conversations with security practitioners and leaders.

Kevin, Andrea, and Mitch talk through the balance between standardization and brand individuality inside a growing med spa platform. Alpha is a house of brands, not a branded house, which means the systems underneath the work can be shared while the patient-facing brand still needs to feel local, personal, and distinct. They break down what should be standardized, including infrastructure, processes, reporting, data architecture, CRM workflows, and operational systems. But they also explain why brand voice, visual identity, patient touchpoints, website experience, and local market strategy cannot simply be copied and pasted across every practice. The conversation also gets into testing, iteration, partner collaboration, and why the best ideas do not always come from the top down. A strong shared system creates leverage, but the real power comes from using data, local insight, and creative testing to decide what should stay unique and what should become standard across the portfolio. RESOURCES: https://www.partnerwithalpha.com/goodies   LEARN MORE AND JOIN THE ALPHA COMMUNITY: https://www.partnerwithalpha.com/   WATCH THE FULL EPISODE ON YOUTUBE:   https://youtu.be/rxMHATC3WSA   FOLLOW ALPHA AESTHETICS PARTNERS: https://www.instagram.com/partnerwithalpha/ https://www.linkedin.com/company/alpha-aesthetics-partners/

Sumate a Pioneros IA en https://pionerosia.com Durante diez años, en la fábrica de Sebastián se perdían cotizaciones por WhatsApp y por mail, sin que nadie llevara el seguimiento. Hoy, con inteligencia artificial y sin escribir una línea de código, armó desde un cotizador automático hasta su propio CRM de WhatsApp. En este episodio cuenta cómo pasó de depender de programadores externos a construir sus propias herramientas, por qué el verdadero salto es dejar de usar la IA como buscador y empezar a delegarle tareas reales, y cómo llegó a quedarse, por primera vez en una década, sin un solo lead pendiente de contactar. Una conversación con casos concretos, sin vueltas técnicas. Origen

Can 90 days of focused execution accomplish more than a full year of scattered effort? Yes—when you choose the right business priorities, turn them into measurable goals, and take consistent action every week. Late in the year, many business owners mentally check out or panic and try to complete every unfinished goal. Both approaches destroy focus. In this episode of SoTellUs Time, Trevor and Troy Howard show you how to build a practical 90-day business sprint and finish the year strong. You'll learn how to identify the priorities that matter most, set measurable goals for sales, operations, and leadership, and create a weekly scorecard that keeps everyone accountable. IN THIS EPISODE, YOU'LL LEARN: ✅ How to create a focused 90-day business plan ✅ Why you should review your business before setting new goals ✅ How to identify your company's biggest constraint or opportunity ✅ How to set measurable sales, revenue, and enrollment goals ✅ How to break 90-day goals into monthly milestones ✅ Which numbers belong on a weekly business scorecard ✅ How a "Not Now" list protects your most important priorities STEP 1: REVIEW BEFORE YOU PLAN Before setting goals, take an honest look at where your business stands today. Ask what is working, what is not working, where you are behind, which problem keeps appearing, and what would make the greatest difference if you solved it in 90 days. A home service company may have plenty of leads but a declining close rate. Improving speed-to-lead, follow-up, or closing performance may create a larger return than generating more leads. Set goals based on what the business needs most—not simply what you would like to improve. STEP 2: CHOOSE GOALS IN THREE AREAS SALES Choose a specific revenue, enrollment, or growth result. Replace "increase sales" with a measurable target such as "increase monthly revenue from $150,000 to $175,000." Then identify the activities that drive that result: leads, appointments, referrals, follow-up attempts, response time, close rate, and enrollments. The goal tells you where you are going. The activity metrics tell you whether you are on track. OPERATIONS Ask: "What operational improvement would make this business easier to run?" Your priority could be reducing callbacks, improving scheduling, implementing a CRM, documenting procedures, or building a better onboarding system. Make the goal measurable: "Implement our 10 most important procedures within 90 days." LEADERSHIP Ask: "What needs to change in me or my leadership team for the business to improve?" You may need to delegate more, develop a second-in-command, begin weekly one-on-one meetings, or improve accountability. Make the result specific by defining what a manager will independently own within 90 days. STEP 3: TURN GOALS INTO WEEKLY ACTIONS Use this structure: 90-Day Goal → Monthly Milestones → Weekly Actions Define what must happen by Day 30, Day 60, and Day 90. Then decide exactly what your team must accomplish this week. Build a weekly scorecard with five to seven numbers tied directly to your goals, such as leads, appointments, close rate, revenue, enrollment, employee turnover, and operational project completion. Review the scorecard every week. Do not wait until Day 90 to discover that you are off track. STEP 4: CREATE A "NOT NOW" LIST Every new idea competes with your current priorities. When a new opportunity appears, ask: "Is this more important than one of our current 90-day goals?" If not, capture it on your "Not Now" list and revisit it after the sprint. Focus is not only deciding what matters—it is deciding what you are willing to ignore temporarily. YOUR 90-DAY BUSINESS CHALLENGE Take 30 minutes this week to choose one measurable sales result, one operational improvement, one leadership capability, the scorecard numbers that define success, and the ideas you are intentionally postponing. Assign an owner to each priority and review progress every week. You do not need a perfect finish to the year—you need a purposeful one. Ninety days of focused execution can accomplish more than an entire year of scattered effort. Pick the priorities that matter, put numbers behind them, and start your sprint. CHAPTERS: 00:00 The Year Isn't Over Yet 01:00 Review Before You Plan 02:30 Choose Your Three Most Important Goals 03:00 Set a Measurable Sales Goal 04:30 Improve Business Operations 05:30 Create a Leadership Goal 06:30 Turn Goals Into Weekly Actions 08:30 Build Your "Not Now" List 09:30 The 90-Day Sprint Challenge Subscribe to SoTellUs Time for practical business growth, leadership, sales, marketing, and productivity strategies: https://youtube.com/sotellus #90DaySprint #BusinessGrowth #GoalSetting #BusinessStrategy #Leadership #SmallBusiness #Entrepreneurship #BusinessPlanning #Productivity #FinishStrong #SoTellUsTime

How Ellis Brigham Is Building a Modern Retail Experience Through Technologytl;dr - what you'll get:Learn how Ellis Brigham approached a major ecommerce platform migration to Centra and the commercial considerations behind the decision.Discover how investments in delivery experience, customer data and personalisation are helping strengthen customer loyalty.Get practical insights into balancing retail heritage with digital innovation, including real-world experiences of adopting AI across ecommerce operations.Summary:In this episode, we speak with Mark Oldham, Head of Operations at Ellis Brigham Mountain Sports, about the evolution of one of the UK's best-known outdoor retailers and how the business is modernising its ecommerce ecosystem while staying true to its heritage.The conversation explores the commercial thinking behind Ellis Brigham's move from Magento to Centra, examining the operational challenges that prompted the migration. Mark explains the importance of building a flexible technology stack that supports growth, improves efficiency and delivers a better customer experience.Customer experience is a central theme throughout the podcast, with insights into the implementation of Ingrid to transform delivery choice and customer communication. The discussion highlights why transparent fulfilment and post-purchase experiences have become critical drivers of customer loyalty and lifetime value.We also explore how Ellis Brigham has successfully balanced nearly three decades of retail expertise with the demands of modern digital commerce. Mark shares his perspective on preserving the unique identities of Ellis Brigham, Snowboard Asylum and Outsiders, while ensuring each brand delivers a consistent experience across every customer touchpoint.The conversation then turns to data and personalisation, looking at how Voyado is helping consolidate customer data and unlock more meaningful CRM strategies. From understanding customer intent during product discovery to creating more personalised onsite experiences, the discussion examines how retailers can make better use of the data they already collect.Finally, the episode explores the growing role of artificial intelligence within ecommerce teams. Mark shares how AI is being introduced into day-to-day operations, the efficiencies it can unlock and the practical challenges businesses face when embedding AI into established workflows.Chapters:[0:30] — Intro to Ellis Brigham and the episode topic[1:30] — Mark introduces Ellis Brigham and his role[4:05] — Why the move from Magento and the replatforming drivers[9:15] — Why Centra was the right fit[13:15] — Ingrid / order communication and customer experience[19:35] — Blending store expertise with digital content[25:05] — Omnichannel fulfilment and store operations impact[28:00] — Why Ellis Brigham keeps distinct brand identities[33:30] — Voyado, customer data and intent signals[35:55] — AI adoption across the business[38:30] — AI governance and data controls[42:20] — Dashboards, AI and the future of analytics

Emerging franchisors face a difficult balance: bringing in the cash flow needed to grow while staying highly selective about the franchise owners they bring into the system.In this episode of The Franchise Advisory Board Podcast, ClientTether CEO, Dave Hansen, speaks with Erin Fletter, founder and CEO of Sticky Fingers Cooking, about building a franchise system with enough discipline to choose long-term sustainability over short-term franchise sales.Sticky Fingers Cooking began at Erin's kitchen table 15 years ago and grew through schools and communities long before franchising. The company eventually operated in thousands of schools before launching its franchise model in May 2023. At the time of this conversation, Sticky Fingers had grown to 28 territories across 12 states plus Washington, D.C.Erin explains why her team was taught early that territories should be awarded to partners rather than simply sold to buyers. That philosophy now shapes the company's entire franchise development process. Six executive team members participate in candidate selection, unanimous approval is required, and existing franchise owners play an active role in validation.A special thank you to ClientTether, our episode sponsor. ClientTether helps franchise development teams improve lead response, candidate nurturing, and consistent follow-up through franchise CRM software designed for the franchise sales process.For emerging franchisors, this conversation matters because the pressure to sell another territory can be intense. Erin shares why Sticky Fingers instead focuses on building toward sustainable royalties, protecting culture, and selecting franchise owners who can strengthen the network over time.That long-term mindset also requires the right infrastructure. As brands grow, franchise development software, franchise sales CRM, and a reliable franchise management system can help teams organize candidate communication, maintain consistent processes, and support a growing network without losing sight of franchisee fit and culture.The conversation also covers Silver Spatulas, a new Sticky Fingers program that brings the company's cooking experiences to older adults. Rather than turning it into another franchise brand or charging existing franchisees another fee, Erin chose to make the program part of the existing system so franchise owners could increase both their revenue opportunity and community impact.Throughout the episode, listeners will learn:• Why Erin believes franchisors should award partnerships instead of sell territories• How stronger expectations can actually make better candidates lean in• Why every Sticky Fingers executive team member votes on franchise candidates• How existing franchise owners influence candidate validation and final approval• Why sustainable royalties matter more than dependence on initial franchise fees• How the Silver Spatulas program expands franchisee opportunity within existing territories• Why Erin considers hospitality, gratitude, and servant leadership core business strategiesErin also shares one of the clearest summaries of the Sticky Fingers growth philosophy: “We don't chase growth. We build it.”Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising.If you found today's episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube.Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

Welcome back to the Outdoor Adventure Series! In today's episode, host Howard sits down with Tim White, Executive Director of Visit Wausau, to explore why the Greater Wausau Area is Wisconsin's premier basecamp for outdoor adventure, vibrant culture, and unique events. From ancient geological wonders and world-class recreational trails to thriving culinary and arts scenes, Tim shares what makes Wausau the ideal base camp for visitors seeking four seasons of outdoor fun—plus the creature comforts of an urban hub. Whether you're planning a family vacation, an outdoor getaway, or looking for the next must-see race or festival, this episode will show you why Wausau should be at the top of your travel list. Buckle up for a journey through hidden gems, data-driven tourism, and the passionate community making it all possible.DISCUSSION1. Introduction and ContextAcknowledgment of Travel Wisconsin & Destination Madison hosting the 2026 OWAA conference 00:13Objective: Showcasing Wisconsin and the Greater Wausau Area as ideal destinations 00:26Introduction of Tim White, Executive Director of Visit Wausau 00:452. Tim's Personal and Professional JourneyAccidental entry into destination marketing 02:12History in the music industry, including band management and curating "One Shining Moment" 02:28Transition to general marketing and branding 03:15Returning to Wisconsin during the pandemic and discovering destination marketing 04:28Transferring marketing skills to destination promotion and learning from peers 04:413. Impact of Music and Marketing BackgroundParallels between connecting artists to fans and visitors to destinations 07:19Philosophy degree informing approach to promoting Wausau 08:08Importance of authenticity and resonance in promotional efforts 08:22Emphasis on the unique terrain and outdoor assets of Wausau 08:314. Key Features and Attractions in WausauRib Mountain's geological significance 08:55Oldest geologic rock and distinctive outdoor terrain 09:03Connections between positive visits and thoughts about living or investing in the area 09:36Urban amenities including dining and arts/culture 10:07Branding Wausau as Wisconsin's base camp for outdoor recreation 11:165. Marketing Strategy and Audience EngagementLayered approach: targeting core fans, expanding to casual visitors 12:04Use of data (especially GPS data) to inform marketing and visitor insights 12:46Hosting and attracting data-focused workshops for outdoor recreation organizations 13:066. Visitor Demographics and Draw AreasMajor draw regions: Fox Cities, Green Bay, Appleton, Oshkosh, Milwaukee, Madison, Chicagoland, Twin Cities, Upper Peninsula (UP) 14:10Key activities attracting visitors: mountain/gravel biking, hiking, waterway paddling, skiing 14:36Hosting significant races and outdoor events (e.g., Wausau 24, Iron Bull, Red Granite Grinder) 16:49Data showing out-of-state trail usage and people buying land for recreation 17:38Sustainable tourism focus (infrastructure versus construction) 17:557. Hosting National and International EventsRecent hosting of the World Horseshoe Pitching Tournament 18:44Event visitors from countries including Japan, Canada, South Africa 19:14High local impact: restaurants running out of food, repeat event bookings 19:30Ginseng export leadership and its connection to international visits 20:138. Unique Geographic and Cultural Features45x90 Marker: Geographical center of Northwest Hemisphere 20:35Distribution of commemorative coins for visiting the marker 21:01Belief in magic of growing ginseng at this latitude 21:13Niche tourism aspects: geocaching, "set jetting" (visiting film locations) 29:19, 29:44Presence of a substantial Hmong population and cultural festivals 31:419. Tour of the Visit Wausau Website and Digital StrategyIn-house creative content: Emmy and Telly Award-winning visuals 22:34Use of authentic local residents in visual storytelling 22:42Showcase of outdoor and urban experiences (waterways, whitewater park, art museums) 23:00Four-season destination positioning 24:07Dynamic website features: events calendar, blogs, insider guides, itineraries 24:26Accessibility and translations: ADA compliance, 160+ languages 31:2910. Community and Stakeholder PartnershipsCollaborative relationship with local event organizers, volunteers, and municipal partners 34:07Small core staff with additional creatives and contractors 34:01Support for stakeholders through marketing resources and technology 35:05Use of CRM tools for partner engagement 35:1411. Reflections, Advice, and Final ThoughtsTim White's reflections on enjoying and appreciating Wausau's progress through visitor feedback 36:01Personal philosophy: "Let the world feel the full weight of who you are and let them deal with it" 37:48Message of authenticity and self-confidence for both visitors and residents 38:02LEARN MORETo learn more about the Wausau and the surrounding communities, visit their website at https://www.visitwausau.com/ and on these social sites:Facebook: https://www.facebook.com/VisitWausauInstagram: https://www.instagram.com/visitwausau/X: https://twitter.com/visit_wausauYouTube: https://www.youtube.com/channel/UCOKkAJPLsAvBp_g1Q0tmZ7gOWAA 2026 Conference HostsTravel Wisconsin: https://www.travelwisconsin.com/Destination Madison: https://www.visitmadison.com/NEXT STEPSVisit us at https://outdooradventureseries.com to like, comment, and share our episodes.KEYWORDSTim White, Visit Wausau, Wausau, Travel Wisconsin, Destination Madison, OWAA, Outdoor Adventure Series, Podcast Interview#VisitWausau #WiscoBasecamp #Wausau  #TravelWisconsin #DestinationMadison #OWAA2026 #OutdoorAdventureSeries #PodcastInterviewMy Favorite Podcast Tools:  Production by DescriptHosting BuzzsproutShow Notes by CastmagicWebsite powered by PodpageBe a Podcast Guest by PodMatchBanner Customization by Nano Banana & Canva

Have you been told your labs are “normal” even though you know you don't feel like yourself? In this episode, I sit down with functional medicine practitioner Kristin Kliethermes to talk about the symptoms women are often told to accept as part of aging, from brain fog and anxiety to poor sleep, low energy, and changes in libido. Kristin breaks down the difference between normal and optimal lab results, how your hormones, gut health, and cortisol are connected, and what to know about hormone replacement therapy. We also talk about advocating for yourself when you feel dismissed and why taking care of your health transforms how you show up in your relationships, career, and business. Get ready to understand what your body is telling you and discover how good you can actually feel. Check out our Sponsors: Shopify - Try the ecommerce platform I trust for Glōci. Sign up for your $1/month trial period at http://Shopify.com/happy. Monarch Money -  Get your first year of Monarch Core for half off at http://Monarch.com with code EYH. Northwest Registered Agent - Visit http://northwestregisteredagent.com/EarnFree and start using free resources to build something amazing. Fabric - Join the thousands of parents who trust Fabric to help protect their family. Apply today in just minutes at http://meetfabric.com/earn. Indeed - 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. Momentous - If you want to try Momentous Signature Spec Creatine, head to http://livemomentous.com and use code EARN for up to 35% off your entire first order. 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. 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 HIGHLIGHTS 00:00 What happens to your business when you're not feeling your best. 03:00 Who were you before you became the woman you are today? 05:30 Why taking care of yourself doesn't make you a bad mom. 06:45 The health struggles women are often too embarrassed to talk about. 11:00 Why you don't have to accept feeling bad as you age. 13:15 What Kristin discovered was missing from conventional women's healthcare. 18:00 How does testosterone affect women beyond sexual health? 20:45 How to find the hormone replacement option that works best for you. 23:30 Why “normal” lab results don't always mean your health is optimal. 27:30 Signs of perimenopause that can show up before changes in your cycle. 31:00 Why your 40s, 50s, and beyond can be your best years. 36:00 How your gut, hormones, and cortisol work together. 39:15 How to advocate for yourself when your provider isn't listening. RESOURCES Text “HAPPY” to 8329051202 to get Kristin's lab guide and discover which labs to ask for. Get Kristin's free lab guide and learn more about working with her 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 Kristin: @kristinleighwellness

The days of guessing where to find motivated sellers and struggling to build lists are officially over! In this massive episode, Brent Daniels brings DealMachine's Matt Kamp back to the show to unveil their brand new insanely powerful AI features that are revolutionizing the real estate industry. Matt gives a live demonstration of how to use Alma a built in AI assistant to instantly find the absolute best zip codes, filter for the ugliest houses, and pull deep property insights all using simple natural language. You will learn the exact three filters Brent uses to build highly targeted lists of distressed properties and how you can seamlessly sync this data directly into your CRM or automate direct mail campaigns. Be a part of the TTP training program now.---------Show notes:(0:00) Beginning of today's episode(1:11) How DealMachine users have generated over 1.5 billion dollars in assignment fees(4:52) Using DealMachine's new AI to find the best zip codes for wholesale deals instantly(7:28) Brent's exact three criteria for filtering properties to find the best potential deals(11:13) How to pull a nationwide list of millions of distressed properties in under five seconds(12:01) Breaking down the Deep Insights page with comps transaction history and property condition(13:30) How to instantly filter for the ugliest houses using the AI condition score(15:15) Syncing DealMachine's sniper data directly to your CRM via API for automated follow up(17:59) The power of sending AI designed direct mail with custom QR codes to distressed lists(22:04) Using the Alma AI assistant to research top local wholesalers and title companies----------Resources:DealMachineTo speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community  are endless, what are you waiting for?

Mon, 10 Aug 2026 20:30:00 GMT http://relay.fm/upgrade/632 http://relay.fm/upgrade/632 [Redacted Apple Information] 632 Jason Snell and Myke Hurley After a visit to Jason's backyard, we discuss OpenAI's response to Apple's lawsuit, the future of Apple's wearable line, the return of "Ted Lasso," and some starters for Spider-Man. After a visit to Jason's backyard, we discuss OpenAI's response to Apple's lawsuit, the future of Apple's wearable line, the return of "Ted Lasso," and some starters for Spider-Man. clean 4941 After a visit to Jason's backyard, we discuss OpenAI's response to Apple's lawsuit, the future of Apple's wearable line, the return of "Ted Lasso," and some starters for Spider-Man. This episode of Upgrade is sponsored by: Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. Daylite: The only made-for-mac CRM solution. Start your free trial today. Backblaze: Unlimited, easy data protection. Try it for free today and get 20% off with code upgrade20 Links and Show Notes: Get Upgrade+. More content, no ads. Check out Upgrade merch! Submit Feedback Magnum, podcast - a podcast from The Incomparable What Is OpenAI's Device? A Doughnut-Shaped Speaker That Costs Over $300 - Bloomberg Daring Fireball: Gurman on OpenAI's Device: 'A Doughnut-Shaped Speaker That Costs Over $300' Apple raises trade-in values for most iPhone, iPad, Mac, and Apple Watch models - 9to5Mac Apple to air four MLB games in Immersive Video – Six Colors Connected #615: Upgrade* - Relay Apple seeks preliminary injunction against OpenAI in trade secrets case | Reuters Daring Fireball: Apple Seeks Preliminary Injunction Against OpenAI in Trade Secrets Case Apple is getting this wrong | OpenAI Daring Fireball: OpenAI Responds to Apple's Lawsuit and Motion for Preliminary Injunction: ‘Apple Is Getting This Wrong' OpenAI says Apple's trade secrets lawsuit is ‘rotten to its core' | The Verge Daring Fireball: OpenAI Files 28-Page Motion to Dismiss Apple's Lawsuit (PDF Link) Review: “Ted Lasso” returns, refreshed, to the pitch – Six Colors Ultimate Spider-Man (2000 - 2009) | Comic Series | Marvel The Amazing Spider-Man (2018) #1 | Comic Issues | Marvel Invincible | Image Comics LaunchBar 6 Pastebot 3 for Mac Rocket Ben Affleck and Jamie Ding's Winning Moment | Who Wants To Be A Millionaire - YouTube

Ever wonder what real estate agents are talking about when nobody's watching? We went straight to the source: Reddit. We dug through the subreddits: r/realtor and r/realestateagent, reading through 2025 and 2026 posts to see what agents are actually saying when they think no one from their brokerage is looking. And y'all, it was a lot. One out of every three posts was a vendor or marketer trying to sell agents a shiny solution to a problem they just admitted to having in public. The most engaged posts were not the wins or the strategy questions. They were confusion, hurt feelings, and agents who felt completely lost. So we broke it all down by topic: vendor fatigue, new agents who are drowning, a commission split that made everyone (including us) mad, what happens when your best friend uses another agent, the listening mistake that cost one agent a listing, social media chaos, CRM overload, the professionalism gap, and the agents juggling real estate with a second job. If you have ever felt like you were the only one struggling with any of this, we promise you are not. Here's what we cover in this episode: Why one in three posts on real estate Reddit is really just a vendor pitch in disguise What it means that the most engaged posts are about confusion, not wins Why new agents commenting on Reddit made us so sad, and what's really going on What "character creation syndrome" is and why the perfect headshot and business cards don't build a business Episodes to check out if you or someone you know is a drowning new agent The commission split story that had everyone up in arms and what she should have known before saying yes What happened when a good friend went under contract with a Zillow agent without saying a word The listing an agent lost because she forgot a detail the seller told her three weeks earlier Why posting "just sold" content is officially spam, and what to post instead Why agents are sitting on thousands of contacts they never actually use The professionalism gap showing up in nearly every single thread we read What dual career and part-time agents are up against, and the encouragement they need to hear Key Quotes & Takeaways:   "The most engaged posts weren't about strategy or wins. They were about confusion, hurt feelings, and feeling lost." "We've got to stop trying to automate the relationship building part of our job. It's reps." "Building the image of a successful agent doesn't actually create success. Doing the things successful agents do should be your only focus." "Fifty percent of the time the other agents are way harder than my clients." Products, People & Previous Episodes Mentioned: Episode 361: Agent Vendor Relations (hustlehumblypodcast.com/361) Episode 356: Mistakes New Agents Make (hustlehumblypodcast.com/356) Episode 336: Growing Realtor Confidence (hustlehumblypodcast.com/336) Episode 103: New Agent 101 (hustlehumblypodcast.com/103) Episode 26: Everything We Wished We Knew Before We Started (hustlehumblypodcast.com/26) Episode 334: What to Say When Friends or Family Use Another Agent (hustlehumblypodcast.com/334) Episode 39: How to Deal with Rejection (hustlehumblypodcast.com/39) Episode 116: Communication (hustlehumblypodcast.com/116) Episode 326: Managing Sellers with Confidence (hustlehumblypodcast.com/326) Episode 343: The Social Media Mindset Shift (hustlehumblypodcast.com/343) Episodes 301, 308 & 274: Social Media Episodes (hustlehumblypodcast.com/301, /308, /274) Episode 335: Before You Join the Real Estate Jam (hustlehumblypodcast.com/335) Episode 23: The Three P's of Professionalism (hustlehumblypodcast.com/23) Episode 360: Feel Good Stories From the Field (hustlehumblypodcast.com/360) Episode 355: Treat Your Business Like a Business (hustlehumblypodcast.com/355) Episode 198: Real Estate Side Hustles (hustlehumblypodcast.com/198) Plaud recorder (mentioned as a tool agents are using to capture appointment details) Want to toast someone on the show? Send us a voice or video message with your name, who you're toasting, and why! Email it to team@hustlehumblypodcast.com. Leave us a review at http://ratethispodcast.com/hustlehumbly Get your FREE Database Template: http://hustlehumblypodcast.com/starthere Email Templates 101: http://emailtemplates101.com All Resources: http://hustlehumblypodcast.com  

In this episode, host Duane Osterlind sits down with David Sichel —entrepreneur, founder of Blue Shirt Media, and creator of Sober Transport. David shares his personal journey through addiction, multiple relapses, and long-term recovery, alongside how those experiences led him to innovate within the treatment ecosystem. The conversation explores how AI voice agents and text-based re-engagement tools can support overworked admission departments, capture lost leads, and ensure vulnerable individuals get immediate help during critical moments of sanity.Key Discussion Highlights1. David Sichel's Recovery StoryEarly Sobriety & Relapse: David first got clean at age 16 and maintained 17 years of continuous sobriety before relapsing after convincing himself he could smoke marijuana. After getting clean a second time for five years, he experienced a similar relapse.Achieving Long-Term Recovery: David entered treatment for a third time over 12.5 years ago (February 17). He emphasizes the importance of staying humble, attending meetings, and engaging in service work rather than relying on past accomplishments.Navigating Mental & Physical Health: David discusses his gastric bypass surgery (losing 145 lbs), surviving a severe bout of depression at 10 years sober through medication and a strong support network, and recent heart surgery (pacemaker placement).Giving Back: David hosts a long-standing home group celebrating 12 years and carries recovery meetings into local prisons weekly.2. The Evolution of "Sober Transport"Identifying the Need: While driving Uber in early recovery, David noticed high individuals taking rides to rehab facilities, sparking the idea for a safe, empathetic transit option.Building the Business: David became a certified recovery specialist and interventionist, launching a personalized transport service accompanied by his dog to build rapport with clients. He safely escorted individuals across the country into care until operations paused during COVID-19.3. Modernizing Treatment Admissions with AI Voice SolutionsThe After-Hours Problem: Unanswered calls or automated voicemails at 2 AM leave vulnerable people without immediate support, often resulting in lost opportunities for care.Empathetic AI Intake: David developed an AI intake assistant tailored specifically for treatment centers to answer calls 24/7.Key Features & Workflows:Fully transparent: Discloses to callers that it is an AI assistant.Knowledge Base: Trained on specific treatment center websites and standard intake questions.Live Transfers: Conducts immediate 24/7 transfers for qualified, urgent leads if requested by the facility.CRM Integration: Captures intake data, creates CRM lead records, and sends immediate text follow-ups to the caller.HIPAA Compliant: Fully adheres to healthcare privacy laws and signs Business Associate Agreements (BAAs).4. Re-Engaging Inactive Leads via Automated Text MessagingThe "Inactive File" Problem: Facilities spend upwards of $200 per call through digital advertising, yet many leads go cold after 2–3 follow-up attempts.Meeting People Where They Are: Most individuals under 50 prefer text messages over phone calls from unknown numbers.Automated Text Campaigns: Using AI text automation, treatment centers reach out to inactive leads, alumni, or past inquiries with supportive check-ins ("Hey, just checking in to see how you're doing").Performance: David's text re-engagement case studies demonstrate up to a 22% response rate, qualifying leads before handing them directly back to live admissions representatives via click-to-call.Key Quotes"When you're sitting in the dark and ready for help, a voicemail is dead. We need to meet people where they are, when they're at that moment of sanity."— David Sichel "If you have a chance to do any recovery service work... do it. We need you, because that's where our people are, and we have to meet them where they're at."— David Sichel Guest Advice for Anyone StrugglingIf you or a loved one are in a dark place and struggling with addiction:Reach out immediately. Call anyone—a priest, a treatment center, a helpline, or a friend in recovery.There is no shame or judgment waiting for you; the recovery community wants to help you get well.Connect & ResourcesWebsite: BlueShirtMedia.com (Explore AI demos, case studies, and scheduling options)Follow and Review: We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.Supporting Resources:If you live in California and are looking for counseling or therapy please check out Novus Mindful Life Counseling and Recovery CenterNovusMindfulLife.comWe want to hear from you. Leave us a message or ask us a question: https://www.speakpipe.com/addictedmindDisclaimerSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How can a roofing company have plenty of work—and still have no money?The phones are ringing, salespeople are selling, crews are busy, and revenue may even be growing. But the owner is putting money into the company, credit-card balances are increasing, and every dollar that comes in seems to disappear.Most contractors assume the answer is more sales. But more sales don't solve bad math—they multiply it.In this episode, Dave explains why financial health must be the first part of a Roofing Business Health Check and why the financial statements many contractors rely on may be incomplete, outdated, or set up incorrectly.SHOW NOTESIn this episode, you'll learn:Why revenue, money in the bank, and being busy do not prove that a roofing company is profitableThe five financial vital signs every roofing contractor should understandWhy QuickBooks must be set up specifically for a construction businessThe difference between the bookkeeper's job, the CPA's job, and the owner's responsibilityHow to recognize the gross-profit roller coasterWhy bad financial information leads to bad estimates and pricingWhy selling more work can make a cash problem worseHow the Roofing Business Health Check identifies the real problem before prescribing a solutionYou don't need to become an accountant. But you do need to understand the scoreboard well enough to know whether your company is winning or losing.Before making decisions about hiring, pricing, marketing, borrowing, or growth, ask two questions:What do the numbers say?And are they telling the truth?RESOURCESRoofing Business Health Check:https://theroofercoach.com/health-check/Episode 489 — Is Your Roofing Business Healthy?https://theroofercoach.com/489SPONSORSProLine CRM helps roofing contractors follow up consistently, manage their sales process, and prevent leads from falling through the cracks.Learn more:https://theroofercoach.com/prolineUse code DAVE50.SMA Support provides trained virtual assistants and support teams who can help answer phones, follow up with leads, rehash old opportunities, request reviews, manage the CRM, and keep routine work from falling back onto the owner.Learn more:https://theroofercoach.com/smasupportCONNECT WITH DAVELearn more about The Roofer Coach:https://theroofercoach.com/Subscribe to The Roofer Show wherever you listen to podcasts. If the show has helped you build a more profitable roofing business, please leave a review.About The Roofer ShowThe Roofer Show Podcast helps roofing contractors grow their businesses, make more money, and have more free time.Hosted by Dave Sullivan, The Roofer Coach, the show shares practical advice on roofing sales, marketing, operations, leadership, and financial management.

You are losing sales every time a customer says it is too expensive, they need to talk to their spouse, or they want to check with another agent first. On August 20th at noon CST, Michael is teaching a free live training on exactly how to overcome objections in the auto conversation.

Can you build one of the top real estate businesses in the country without a CRM? Jonathan Stein has. After selling a $27 million property, building a top-producing business in New York City, and becoming one of Douglas Elliman's top agents, Jonathan joins James Dwiggins to share why relationships, not software, have always been the foundation of his success. They also discuss luxury real estate, private listings, AI, resilience, and the mindset required to survive one of the toughest industries in the world. Connect with Jonathan on LinkedIn - Instagram - Facebook and online at elliman.com. The industry is evolving. The question is: will your business evolve with it? Join us at Zillow Unlock 2026 and be part of the conversation shaping what comes next. Register today at unlockconference.com and use code REIU20 for 20% off your ticket*.   *Code can be used on all full priced passes leading up to the event and cannot be combined with any other discounts.   Subscribe to Real Estate Insiders Unfiltered on YouTube! https://www.youtube.com/@RealEstateInsidersUnfiltered?sub_confirmation=1   To learn more about becoming a sponsor of the show, send us an email: jessica@inman.com   You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/   Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube, Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com.   Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/   The views and opinions expressed on Real Estate Insiders Unfiltered are those of the hosts and guests in their personal capacities and do not necessarily reflect the views or positions of AGNT, Inc., eXp Realty, LLC, NextHome, Inc., or any of their respective affiliates, subsidiaries, officers, or directors.  

https://youtu.be/eUqMjIq3r2U Brian Hong, Founder of Infintech Designs, Flowbots.ai, and BigEasyData.ai, is driven to Build AI Revenue Engines that create freedom by helping businesses generate more leads, sales, and revenue while increasing the productivity of their teams. By combining SEO, AI automation, business intelligence, and human expertise, Brian helps companies improve their marketing, systemize their operations, and enhance their people with AI rather than simply replacing them. In this conversation, Brian introduces his Team Building Framework—Attract and Assess A-Players, Productize and Systemize, Hire People Who Can Follow Instructions, and Enhance with AI Capabilities. He explains how placing people in roles where they can thrive creates stronger teams, why clear processes and blueprints make it easier to scale, and how AI can enhance employees by increasing their productivity instead of replacing them. Brian also discusses how SEO is evolving with ChatGPT and Google AI Overviews, why businesses need to build brand authority and entity breadth, and how business intelligence can identify the specific areas where AI can create the greatest revenue impact. — Build AI Revenue Engines with Brian Hong  Good day, dear listeners. Steve Preda here with the Management Blueprint Podcast, and today my guest is Brian Hong, the founder of Infintech Designs, Flowbots.ai, and BigEasyData.ai. These are New Orleans-based companies, including a digital marketing agency, focused on building more leads, more sales, and more exposure online with strategic SEO and digital marketing strategies. Brian, welcome to the show.  Thanks. Thanks for having me.  So you have quite a portfolio. I also read on your LinkedIn page that you invest in other companies, and then you support them as well. So it sounds like you have a lot of irons in the fire. But before we get into all that, my question to you is, what is your personal “Why,” and how are you manifesting it in your business, or businesses?  Why do I work so hard? Why do I want to build all these companies? To me, money creates freedom. I’m trying to bank as many freedom points as I can to live life on my own terms, and to do and have experiences with the people I love. That’s my “Why.”  Wow. How does that manifest in your businesses?  That’s a good question. I'm building AI automation to get my time leverage, to create duplication, so I can 10x the productivity of my employees. Not hire more people, but keep my A-players.Share on X Because if I have an A-team, or can cultivate an A-team, then I think I can bank more freedom points at a more efficient and scalable process. Don’t hire more people. Hire people intentionally, and 10x their productivity. That would be a domino effect to align with gaining more freedom points.  So what’s the maximum number of freedom points? Is it like a 100-point scale? What does it look like to have 100 freedom points?  It’s working because I want to, not because I have to. Because I love working. It’s living life on my own terms and focusing my time on things that I want to do. For instance, I have a house cleaner. I don’t want to clean the house. My time is better spent doing something else that I passionately want or love to do. Unless I loved cleaning houses. That’s fine. Maybe that’s therapeutic for some people. But it allows me to live life on my own terms. Money is the key that unlocks those opportunities to live life on my terms.Share on X  How do you maximize your freedom points? What does it look like when your freedom points are maxed out?  Then I’m working because I want to, not because I have to. I still want to work. I still want to build. I love building things. I’m not the type of guy who wants to go to the beach, sit on the beach, and do nothing all day. I might do that for an hour. I’ve got to be doing something. I have to be building. It’s just the way I’m programmed. Maybe I don’t want to work as much as I do now, but I can’t imagine a life doing nothing. To me, that doesn’t serve a purpose.  Yeah.  I like building. I love contributing. I love being a part of the equation of success. It's just fun to me. I get gratification out of it. I like creating jobs.Share on X I like creating communities. I like meeting people. It’s interesting to me. It fills my bucket. That bucket is filled to then, I mean, try and give me freedom points to then go spend some personal time creating experiences with the people I love, mainly my wife and my child.  That’s amazing. Okay, let me take a step back. You have multiple companies. You have Infintech Designs. You have a couple of AI companies as well. How does that portfolio work?  I essentially do this. I have a construction company as well, TurnKey Renovators, a GC for residential. I have a couple of e-commerce companies. Really, I’m doing the same thing over and over. Earlier in my life, I used to wait tables. My takeaway from that experience, from working at Applebee’s to fine dining, is: How many different dishes can you make with the same ingredients?  With my knowledge, my resources, and my skills, how many different things can I do with them? This is my version of it. All those companies, by the way, I’ve never stroked a check. I pretty much say, “Give me half your company, and I’ll help you grow it.” I’ve never cut a check because I give them what they really want, which is the outcome they want to achieve with that money. They want the money to help grow their company. What if I just help you grow your company?  So I ask for an equal seat at the table, and in exchange, I’ll install what I know and go grow it. I’m essentially doing that over and over. My time is spent on high-level decisions, systems, processes, automation, and marketing.  Yeah. Love it. You know, I always wondered about marketing agencies. If they really know how to grow sales, why are they not doing it for themselves, and why are they offering it to others? It sounds like you are drinking your own Kool-Aid, and you are using your own product.  Yeah. Definitely. We practice what we preach. I see some companies doing that because there’s also an abundance mindset. If I can do it for me, and I can do it for someone else, let me just create another revenue stream and do it for both of us.  Okay. That makes sense. This podcast is all about frameworks. I wonder, what is a framework that you have created or discovered that helps you be effective in what you do, and that you could share with the audience so they might also find a way to leverage it in their business?  I guess it depends on many things. From team building, it may be doing a DiSC Assessment and Kolbe tests to make sure we place each person in a situation where they thrive. Sometimes when things aren’t working, maybe the owner, the manager, or the person needs to look in the mirror and say, “This is my fault, not the employee’s fault.” “I didn’t set them up for success.” “I’m trying to stick a round peg into a square hole.” “I’m trying to put them in a position that they may not thrive in, and they’re not programmed to naturally do.”  So we’ll sometimes do these assessments, whether it’s a personality clash or a personality type, and make sure we place them in a role where they’ll thrive. So that could be a framework. Setting the employee up for success. Once we do have an employee, the better the plan, the better the outcome. So try to productize and systemize everything we do. If we have a blueprint people need to follow, then I can spend more of my time not finding specific talent and skills, but finding people who can follow instructions.  Because if we have the blueprint, and this is what you need to do, then I can get a lower-wage worker who doesn’t have a specialized skill. That specialized skill will be developed because I’m handing you the blueprint of what you need to execute.  So that’s the three-step framework. Set employees up for success by delegating tasks that fit their personality. Then productize and systemize. Then find people who can implement. To what extent does that work in the AI age? Are these people who just execute tasks according to instructions still solving the problems, or is that no longer working because of the fast pace of change?  It depends on what the activity is, but generally, and more often, it’s human enhancement, not human replacement. So instead of saying, “Let’s just say I have a web developer, and I get more business, so I need to hire a second web developer, web designer, programmer, then a third one, then a fourth one.” The new version today is: keep the one you have, and instead of hiring another human, 10x their productivity with an AI-driven solution.  Allow them to do more with less. Allow them to duplicate their activities so they focus on their revenue-generating activities, on the decisions and activities that AI cannot do, as of yet. That’s how we turn an A-player into an A-plus player. That’s how we turn a B-player into an A-player. That prevents me from having to hire people I don’t want working for me, which are C-players.  Isn’t there a risk that when you have too few players, even if they are A-plus, there’s too much dependence on a single person? Well, I mean, we’ll hire more than one. I have a seven-person leadership team. I have two main managers. I have a department head and then an associate, so there’s always some level of duplication. Then you have an AI layer in between that. So between all of that, yes, if someone gets struck by lightning or someone is sick, the ship needs to keep sailing. We can’t shut down the business.  Love it. What is driving growth in your business?  Relationships. SEO. Ranking in LLMs. Google AI Overviews. ChatGPT. I’d say those are the main pillars that are creating opportunities. I also own a conference, rockstarsconference.com. We’re entering our 15th year. That’s network value, positioning of expertise, and relationship building. Things that AI cannot replicate. Human connections. Then I also do SEO for myself, right? Our last handful of leads that came in through Flowbot.ai. This one particularly stands out. There was this roofing company that sent me an email. We actually talked on the phone.  He really blew up my ego and talked about how great I was. I thought he was a referral. I’m like, “Man, why does this person think I’m so great? It’s really odd.” I said, “Can I ask how you heard about me?” He’s like, “Oh, I spent the last two hours talking to Gemini because I discovered you through Google AI Overviews, and it just told me you’re great.” So I’m like, we’re entering a new world. That is a referral. It’s not from someone I know who spoke highly about me. It’s through a language model. Gemini said I was great, so this person believed I was great.  That’s amazing. That’s very cool. So you have these four pillars. I love it. Relationships, SEO, GEO—or whatever AI referrals you want to call it—and the conference. Would you bucket the conference into the same category as relationships, or is that more of a proactive way of creating a community beyond personal relationships? Is it the same thing?  It checks a lot of boxes. A few of my business partners were born out of that conference. New opportunities and getting clients were born out of that. Knowledge gain. Knowledge transfer that I gained to go implement. So it checks all the boxes. I’m gaining knowledge. I’m gaining relationships. I’m gaining partners. I’m gaining new systems. New processes. I’m gaining sparks, catalysts, and kind of tracks to go down and explore. So it kind of checks a lot of boxes.  Yeah. Love it. So the SEO and GEO piece, is it something that is static, or is it dynamically changing all the time?  Dynamically changing. It’s SEO 3.0, right? SEO is dead. It’s dead if you’re doing SEO the old way. Getting ranked in ChatGPT, the LLMs, and Google AI Overviews. Let’s just say it’s everything you do with SEO, plus more now because you have ChatGPT citations. You have sources that these LLMs frequently query. Then, in the world of SEO—the search engine Google—you have broad core updates. Broad core updates. Updates to the algorithm. That’s pretty much what it means.  They also occur within LLMs. So it’s pretty much do SEO, plus more. What is the plus more? If I had to distill it, it’s get brand mentions and actually become a brand. Do podcast interviews like this. Get press releases. Get write-ups. Be on SoundCloud. Do social media. Post on LinkedIn. Get write-ups in news and media publications. Appear in Google News. Have a website that has dynamic content. Create your topical map. The list keeps on going. Build your brand. That’s the SEO of today. That will put you in a position to get mentioned in ChatGPT and Google AI Overviews.  Yeah. That’s fascinating. I’m just thinking about my business. We had a website that actually got some referrals from AI. We even got some clients last year. Then we split the website into two websites, and things dried up. It was kind of an interesting situation. We still had the same amount of content, but we moved it to a different domain, and it did not register the same way. Do you see that often?  Yeah. You want Google and LLMs, at the most basic level, to have a better understanding of who you are, what you do, where you do it, and the services you offer through having something called breadth of entities. Entities are the nouns of the internet. Entities are a signal. A language. All Wikipedia pages are entities, but not all entities have Wikipedia pages.  They’re the nouns of the internet. It’s a layer of clarity for search engines, algorithms, and LLMs to understand who you are, what you do, and where you do it. It’s not the only signal, but at a foundational layer, that should be implemented. So what we’re talking about is creating content. What does that mean? Create content on your website. Don’t create content for the sake of creating content because anybody can create content with AI.  Create intentional content that satisfies the user and aligns with certain algorithmic components, such as Google's E-E-A-T: Experience, Expertise, Authoritativeness, and Trust.Share on X Everything we’re talking about is SEO. You want optimized content. You want pages. The first 150 to 200 words are important. The last 150 to 200 words are important. Add tables. Add bullet points. Make sure your content is clear. Position yourself with authority.  Have links pointing to it. Interlink it. These are all SEO kinds of activities. So SEO is alive and well, but there are new layers you need to add on top of that to create optimal positioning in Google AI Overviews and ChatGPT.  Yeah. I saw one of your videos on your LinkedIn page where you actually explained what is the wrong way to do SEO and the right way to do it. I think you had your alter ego disputing with you. Yeah. That was pretty funny. So that sounds like a lot of work. Can you delegate that to AI agents to do this kind of stuff?  Yes and no. It’s not like I just click a button and step away. It takes a human-in-the-loop system, and that’s what we’ve developed. So yes, I don’t need as many humans, but I still need humans.  So you said that in one of these companies you have 100 AI agents working on SEO, creating SEO impact for your clients. What is it that the AI agents can do, and what is it that you still need the human to do?  The AIs collect information, rapidly digest it, find patterns, perform pattern analysis, do research, and create content briefs. But there needs to be thought leadership. AI is very directional. It’s, “Go do this,” but we need a human to point it in the right direction. We need to create guardrails. We need to create a source of truth. It needs to know where to look for the right information. It needs direction on what to do with this information.  How should I digest it? How should I format it? How should I break up the heading tags? It needs that element where it can go do it, but the human is part of that last-mile conversion. So maybe the AI does zero to 80, and maybe the human does the 80 to 100.  Yeah. That’s very interesting. So what’s one thing that you’re actively trying to figure out in your business?  How to automate everything. Everything is a complete agentic workflow that is proactive, not reactive. Where I have a board of advisors every day looking at how they can serve me.Share on X Identifying the patterns in my life that I need to stop doing and they can do. Developing skills, if they don’t have them, to go execute that. Having a feedback loop to constantly improve.  This has become superintelligence. Agentic work, which is kind of here. That’s what maybe some people have heard about: OpenClaw. Then you have something called a Hermes agent. These things are here, but they need to be trained. They need to be fed the right information and given the right guardrails. But it has begun, and I’m trying to go down that journey.  Isn’t that overwhelming to think of all these details, managing these agents, and making sure they’re not going rogue or getting confused by what every one of them is doing?  It’s overwhelmingly exciting, but not overwhelmingly bad, because this is the worst it’s going to be, and it’s mind-blowingly good. It’s overwhelming because it’s so amazing and so awesome. It’s garbage in, garbage out. I am the architect trying to create the blueprint on how to control these agents. To me, that’s incredibly exciting and incredibly amazing. To be a part of this time in history, it’s like that feeling when I dropped out of college and this thing called the internet was born in 2000.  I knew the world wasn’t going to be the same again. That same feeling came again in 2022 when I heard about ChatGPT. I created my first AI company in 2023. I said the world isn’t going to be the same again. I have the same feeling I had in 2000, but times 100. So to me, it’s overwhelming, but overwhelmingly exciting.  Yeah. So what does one do if they want to get, okay, let’s say it’s me. I use ChatGPT actively, but I’m not building AI agents. What would you recommend that I do? How do I even get started?  What is your pain point? Is it communication? Is it writing emails? Is it reporting? It kind of depends, right? You can customize it based on your pain points. Where are you spending your time, and where should you be spending your time?  Yeah. That’s a good question. I think the first question is, what should I even use it for?  I can give you some ideas. A handful of things I use it for, but not limited to. I can give you use cases that we do for other people. So to construction company, inbound and outbound calls. We never miss a phone call. We answer every single one. We qualify the lead. We seamlessly connect to a CRM. We know if it’s a new customer or an existing customer. If it’s an existing customer, we can look at their history. We can now have an intentional conversation through voice.  I can clone that. I can qualify them. I can book the appointment. I can put it on the salesperson’s calendar. I can receive a text message. I can read the message. I can set the salesperson up for success. I can then pull their address. I can then pull their demographics. I know their net income. I know their affinities, their interests, their hobbies. I know whether their house has a pool. I know the number of bedrooms and bathrooms. I know their credit score. I know their disposable income.  My layer of intention is going to be very different if I have all of this data to interact with that person, either through a voice agent, an AI agent through SMS, through email, through voice, or I can pass that information to the salesperson so they know what they’re walking into. They know the opportunity. So we have lead scoring. We have prioritization. That's one thing we could do: taking over your appointment setting and lead qualification.Share on X Then we can create reporting.  Then we can create trend forecasting. We can turn your business into a mathematical equation. We know 10 leads equals 3 appointments, equals 2 shows, equals 1 person who shows up, average ticket $10,000. We know that formula. Then we say, “Well, we need to feed it more.” The math equation is 10 equals $10,000. Whatever that math equation is, that’s the position I want to be in. I want to make data-driven decisions. So AI is an accelerator to achieve that.  What’s at the top of the funnel? Is it advertising?  Yeah. It could be Facebook Ads. Google Ads. SEO. It kind of depends. Do you want expensive and fast, or do you want cheap and slow? Expensive and fast. When I say expensive, I mean cost per acquisition and cost per visibility. That’s going to be Google Ads, Facebook Ads, LinkedIn, TikTok—anything where you’re buying media. That’s going to be expensive because you have to pay on a per-click basis or a per-impression basis. The cheap and slow is going to be something like SEO.  Do the work now to feel the impact later. It’s signal building. You don’t have to pay on a per-click basis. You don’t have to pay on a per-impression basis. But you have to build signals. Those signals cost money. You have to do the work, but it’s not going to happen overnight. You do the work now to feel it later. It’s an investment. So ideally, you do both. You take a blended cost per acquisition because your SEO channels almost 99% of the time are going to have the lowest cost per acquisition. But speed is going to come from Facebook Ads and Google Ads. So you take the best of both worlds with a blended cost per acquisition.  Is the formula the same for business-to-consumer and business-to-business companies, or is it different?  Yeah. The algorithm doesn’t change. The algorithm is the algorithm. The messaging is different, but it’s the same across the board. The concepts are the same. There are some things, like in medical. Google specifically has something called YMYL—Your Money or Your Life. That’s going to be finance businesses, payday loans, and medical. Those things have a high impact on your life.  So they may have a little more scrutiny, and it might be harder to build trust and validation because of the category you’re in. In that aspect, yeah, the formula is a little bit different. But the activities you engage in are the same. You need to build content. You need to build your brand. You need to build links. You need to optimize your website. You need to create on social media. It’s all the same.  Yeah. Fascinating. So who is the ideal client that you would like to respond to this podcast?  Man, I get asked that, and I’m having more difficulty because I have a lot of companies in my portfolio, right? I have, as of now, about seven companies. I’d say companies that want to automate. Why do you want to automate? The first step of that is maybe building intelligence—business intelligence. You can’t improve what you can’t measure. What if we build a system where maybe you take two steps back to take 10 steps forward?  The two steps back is building business intelligence through AI-driven systems to have segmentation and attribution on exactly what’s happening. How many leads are you getting? Where are they coming from? What is your workflow? Create the math equation. Now we have a measurement. We have a benchmark. Now we can build custom AI agents to say, “This is what we need to focus on first.” So we have our foundational layer, our source of truth.  Maybe that’s a good first step, so you’re not doing a spray and pray. You can say, “Now I know what I need to do. Now I know where my problems are.” Let’s remove the emotion of, “I think.” It now becomes, “I know this is a problem.” Now let’s zoom in and say, “Well, how do we solve this problem?” Are leads the problem? Or is it connecting to the leads? Is it showing up to the appointment? Is it closing the deal? Are we closing deals, but the average ticket is low?  If we close one deal, is it upselling to a second deal? What is the one-year value? Lifetime value? First transaction value? If we don’t know that, then how do we create a math equation of success? How do we know what bucket we need to feed? How do we know where the problem is or isn’t? If we do know where it is, then we can say, “Let’s build a second AI agent.” How do we augment and enhance maybe lead-to-connection rate? Let’s build an SMS agent.  A voice agent. An outbound agent. Let’s build nurture and upsell. Let’s follow up in perpetuity, forever. Let’s tackle that first because we have clear, data-driven insights showing this is a problem. I would say people who want clarity on where their problem is, or maybe they know where their problems are. Then that could be a starting point. So it’s hard for me to answer because I’ve got my hands in so many different buckets.  I’m top of funnel. I’m middle of funnel. I’m bottom of the funnel. I’m top of funnel. Introduction. Brand. Product or service. Google Ads. Facebook Ads. SEO. GEO. I’m middle of funnel. Turning visitors into customers. That’s follow-up AI systems. That’s operational efficiencies. That’s touchpoints. That’s nurturing. I’m bottom of funnel. I’m business intelligence. Segmentation. Attribution. I can help with all stages. I just need to talk to businesses. Businesses that want to grow and generate more revenue. That’s my audience.  Love it. Love it. So if you have a business that wants to grow and generate more revenue, then make sure you check out Brian Hong on LinkedIn. Where else should people go if they want to learn about your companies?  Yeah. I’ve got Brian Hong Digital on Instagram. I’m trying to build my own personal brand. I’m about to relaunch some videos again. I’ve been busy with another acquisition of another marketing agency. I’d say check out the socials or send me an email through Flowbots.ai or InfinTech Design.  Okay. Sounds good. So check out Brian. I mean, that’s pretty amazing. The complexity that you’re managing. Not just the number of companies. The number of investee companies you’re in. The products you’re building. The conferences. It’s kind of mind-boggling how you’re managing that complexity. But I guess you have a couple hundred AI agents at your service. If you’d like to learn more and explore Brian’s products, go to his LinkedIn page.  Then you can connect to his different companies from there. If you enjoyed this conversation, make sure you stay tuned because every week I bring a couple of amazing entrepreneurs like Brian who will open your eyes to the opportunities ahead of you. So thanks, Brian, for sharing your knowledge and insights. Thanks for listening. Thanks, Steve. Appreciate it. Important Links: Brian's LinkedIn Brian's  website

Most businesses do not have a lead problem. They have a follow-up problem hiding in plain sight.For Aly Samaha, follow-up is not a desperate sales tactic. It is a system for recovering money that businesses have already earned but failed to capture. Over the last two years, his approach has helped bring in $2.37 million in cash from silent opportunities while working just one to two calls a day. His philosophy is simple: stop chasing more when there is already money sitting inside your pipeline.In this episode, Kevin sits down with Aly to break down the sales “hustle lie” and why high-ticket founders, coaches, and sales teams often overlook the warmest opportunities they already have. Aly explains how his background in startups, operations, and closing shaped his obsession with leaving zero stones unturned, and why smart follow-up begins before the call ever ends.Together, they unpack how to revive quiet prospects without sounding needy, pestering leads, or relying on aggressive sales tactics. Aly shares why good follow-up depends on clarity, proximity, and energy management, and how business owners can focus their attention on the few deals closest to the finish line instead of treating every prospect the same.The conversation is a practical reminder that sales is not just about more activity. It is about knowing where trust already exists, staying human in the follow-up, and building a system that turns neglected conversations into recovered revenue.Key TakeawaysReframe the Silence. A quiet lead is not always a lost deal. Sometimes the problem becomes urgent later, and the right follow-up keeps you close without pressuring the prospect.Work the Pipeline You Already Have. Before chasing new leads or increasing ad spend, look at the warm conversations, past calls, and stalled opportunities already sitting in your CRM. Follow Up Before the Call Ends. Strong follow-up starts by identifying the real objection on the sales call, so the next message feels relevant instead of random. Detach From the Outcome. When you focus on the process instead of forcing the close, you become more useful, less needy, and more trusted. Give Away Strategy, Sell Execution. Sharing frameworks, templates, and advice builds goodwill. The paid value comes from helping business owners implement the system. Prioritize the Closest Deals. Not every lead deserves the same energy. Focus your best attention on the prospects closest to the finish line, then use systems for the rest. Build Follow-Up Systems. Memory is not a revenue strategy. Clean pipelines, simple sequences, and consistent outreach keep warm leads from disappearing. Listen to the full conversation here:YouTube: https://www.youtube.com/@risingtidestartups Apple Podcast: https://podcasts.apple.com/us/podcast/rising-tide-startups/id1330525474 Spotify: https://open.spotify.com/show/2eq7unl70TRPsBhjLEsNZR Connect with Aly SamahaFree 60-Min Pipeline Audit: http://alysamaha.com/kevin Website: alysamaha.comLinkedIn:  linkedin.com/in/samsonsamahaFacebook: https://www.facebook.com/samsonsamaha/My guest Aly Samaha put his entire follow-up system in one place and made it free for you, every script and sequence behind $2.37M in recovered deals: https://alysamaha.com/kevinClosing Thought"Marry the process, but divorce yourself from the outcome. The best salespeople stay focused on what they can control, stay close without pressure, and build trust long before the deal is ready to close." — Aly SamahaSponsor ShoutoutsNaviqus Virtual Services - Hassle-free administrative support services that are efficient, affordable, and tailored to your needs. Check out https://naviqus.com now to jumpstart your business for 2025!Podbrand Media - Have you ever considered starting your own podcast for your company or brand?  Podbrandmedia.com can help.  Rising Tide Members: Special thanks to our supporters and community members who make this show possible. Learn how to join at risingtidestartups.com.

Mon, 10 Aug 2026 20:30:00 GMT http://relay.fm/upgrade/632 http://relay.fm/upgrade/632 Jason Snell and Myke Hurley After a visit to Jason's backyard, we discuss OpenAI's response to Apple's lawsuit, the future of Apple's wearable line, the return of "Ted Lasso," and some starters for Spider-Man. After a visit to Jason's backyard, we discuss OpenAI's response to Apple's lawsuit, the future of Apple's wearable line, the return of "Ted Lasso," and some starters for Spider-Man. clean 4941 After a visit to Jason's backyard, we discuss OpenAI's response to Apple's lawsuit, the future of Apple's wearable line, the return of "Ted Lasso," and some starters for Spider-Man. This episode of Upgrade is sponsored by: Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. Daylite: The only made-for-mac CRM solution. Start your free trial today. Backblaze: Unlimited, easy data protection. Try it for free today and get 20% off with code upgrade20 Links and Show Notes: Get Upgrade+. More content, no ads. Check out Upgrade merch! Submit Feedback Magnum, podcast - a podcast from The Incomparable What Is OpenAI's Device? A Doughnut-Shaped Speaker That Costs Over $300 - Bloomberg Daring Fireball: Gurman on OpenAI's Device: 'A Doughnut-Shaped Speaker That Costs Over $300' Apple raises trade-in values for most iPhone, iPad, Mac, and Apple Watch models - 9to5Mac Apple to air four MLB games in Immersive Video – Six Colors Connected #615: Upgrade* - Relay Apple seeks preliminary injunction against OpenAI in trade secrets case | Reuters Daring Fireball: Apple Seeks Preliminary Injunction Against OpenAI in Trade Secrets Case Apple is getting this wrong | OpenAI Daring Fireball: OpenAI Responds to Apple's Lawsuit and Motion for Preliminary Injunction: ‘Apple Is Getting This Wrong' OpenAI says Apple's trade secrets lawsuit is ‘rotten to its core' | The Verge Daring Fireball: OpenAI Files 28-Page Motion to Dismiss Apple's Lawsuit (PDF Link) Review: “Ted Lasso” returns, refreshed, to the pitch – Six Colors Ultimate Spider-Man (2000 - 2009) | Comic Series | Marvel The Amazing Spider-Man (2018) #1 | Comic Issues | Marvel Invincible | Image Comics LaunchBar 6 Pastebot 3 for Mac Rocket Ben Affleck and Jamie Ding's Winning Moment | Who Wants To Be A Millionaire - YouTube

Why do so many founder-led companies hit a growth ceiling... even when they have a great product? In this episode of Sales Lead Dog, Christopher Smith sits down with Adam Rojas, Founder and Managing Partner of Bellmoore Consulting, to discuss how growth-stage businesses can build scalable sales systems, improve revenue operations, and move beyond founder-dependent selling. Adam shares practical lessons from more than 25 years in enterprise sales leadership, explaining why predictable growth comes from building the right sales process, qualifying opportunities early, using CRM strategically, and leveraging AI to help teams work smarter instead of harder. If you're a founder, sales leader, revenue executive, or business owner looking to build a repeatable go-to-market strategy, this episode is packed with practical advice you can apply immediately. What You'll Learn • How to build a predictable revenue operating system • The biggest mistakes businesses make with CRM • Why most companies suffer from a "leaky sales bucket" • The KPIs every growing business should measure • Why sales is still built on human relationships About Adam Rojas Adam Rojas is the Founder and Managing Partner of Bellmoore Consulting, a fractional commercial and revenue leadership firm that helps founder-led technology and tech-enabled services companies build predictable, scalable revenue engines. Adam specializes in helping growth-stage businesses in the $2M to $15M revenue range create the commercial infrastructure needed to scale, including revenue strategy, sales process, pipeline management, leadership coaching, and go-to-market execution. Before founding Bellmoore Consulting, Adam spent more than 25 years leading enterprise sales organizations, beginning his career in telecommunications with BellSouth before moving into leadership roles at AT&T after its acquisition. Throughout his career, he has worked with organizations ranging from small businesses to Fortune 100 companies, helping teams modernize their sales strategies, improve CRM adoption, and build sustainable revenue growth. Today, Adam partners with founders who have outgrown founder-led selling and need experienced commercial leadership without making a premature Chief Revenue Officer hire. His work focuses on transforming inconsistent sales into repeatable systems that support long-term growth. Connect with Adam Rojas LinkedIn https://www.linkedin.com/in/adamrojas/ Bellmoore Consulting https://www.bellmooreconsulting.com/ About Sales Lead Dog Sales Lead Dog is hosted by Christopher Smith, CRM technology and sales process expert, and founder of Empellor CRM. Each episode features sales leaders who have separated themselves from the rest of the pack, sharing how they achieve success with their teams and their CRM strategy. Unless you are the lead dog, the view never changes. Connect and Learn More All episodes and show notes: https://empellorcrm.com/salesleaddog/ If this episode brought you value

You can't wave a magic wand and get more leads in today's market. What you CAN do is make sure not a single one gets left behind, and Jen and Melissa lay out a high-impact way to do that with video! Learn the seven moments where it works best, and the tips that keep it from backfiring or getting stale.HousekeepingOnline Sales and Marketing Summit - Oct 1-2 - Austin, TX - Roughly 95% sold out. FOMO no mo. Get your ticket.Online Sales Academy - Oct 28-30 - Live Virtual Event - Join the interest list under Events on the DYC site and you'll be first in line.TITO ShoutoutErin and Aeryn at Tim O'Brien Homes!. Melissa found a 100% personal video email one of them sent to a two-year-old lead, recapping his exact situation and timeline now that a new phase released.Key TakeawaysWhy OSCs Avoid It: "I don't like how I look or sound." "Nobody watches these anyway." Melissa gets honest about her own resistance and what finally got her past it.Video Is Still an Opportunity: When we shopped the top builders last year, more of them were sending video. Out of all of it, only ONE was actually personal. Ten years in to us recommended everyone do this - it is still wide open.Authentic Over Perfect: One take. Don't watch it, wince, and re-record. You'll find a hundred things to fix and only send one video all day!Skills CheckGo send three videos this week. One to a prospect, using the notes in your CRM so it's genuinely personal to them. One to a realtor partner, remembering that a B2B message sounds different than a B2C one! Finally, (and something that is most forgotten) send one internally to a salesperson who did a great job on a handoff or is staying on top of their CRM. You are in a front-facing role. Get out from behind the screen!

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Don’t miss the AI partnership revolution Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ In this episode, Vince Menzione sits down with Amit Sinha from WorkSpan and Marc Monday from ServiceNow to dissect the rapid evolution of AI-native partnerships and the shifting dynamics of the channel ecosystem. They explore how the hyperscaler co-sell model has transformed into a complex strategy of asymmetrical collaboration that demands unprecedented speed, simplicity, and scale from publishers. By integrating AI agents to orchestrate workflows, manage high-risk renewals, and automate low-dollar deals, companies can activate their sellers and drive explosive, exponential growth in their partner programs. https://www.youtube.com/watch?v=ZP4cFBcCI9Q Key Takeaways The partner channel is no longer just a piece of the strategy; it is the entire strategy for winning in 2026. Modern co-selling is an asymmetrical collaboration where publishers must often do more than fifty percent of the heavy lifting. Implementing AI agents within partnerships can lead to massive revenue impacts, such as a 24% higher lift on renewals for companies like Boomi. True scaling requires moving beyond traditional time-and-materials consulting toward outcome-based frameworks for customers. Activating sellers through continuous AI-driven account orchestration is the ultimate key to unlocking exponential ecosystem growth. The market is moving faster than ever, necessitating that partner enablement and roadmaps shift to agile, sprint-based cycles rather than long-term rigid plans. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags AI native, ecosystem shifting, hyperscalers, Work Span, ServiceNow, lifecycle incentives, cloud native, consumption led, DocuSign, Gong, Boomi, workflow orchestration, asymmetrical collaboration, CRM integration, marketplace private offers, high propensity, seller activation, agentic solution, outcome based consulting, LLM control tower. Transcript Amit Sinha and Marc Monday Audio Episode [00:00:00] Marc Monday: We have to be soup drop dead simple and we’re gonna talk about that nice. In this world. It has to be simple. Even though under the covers it’s very complicated, [00:00:10] Vince Menzione: you can feel it happening. The ecosystem is shifting beneath us. The way Hyperscalers are partnering, how AI is remaking the channel and what it means to win in 2026. [00:00:21] Vince Menzione: Welcome to the Ultimate Partner Podcast. I’m Vince Menzi, own your host. And each week I sit down with leaders at the intersection of technology, partnerships and outcomes. The voices shaping how ecosystems actually work. We talk about what’s real, what’s changing, and what it takes to lead in this era where the partner channel isn’t just part of the strategy. [00:00:43] Vince Menzione: It is the strategy because being in the room [00:00:46] Marc Monday: changes everything. Let’s start. [00:00:52] Vince Menzione: And, uh, two incredible friends up on, uh, up on stage. But I think I’m just gonna have my, one of my first friends come up. Amit Sinha from Work Span, a great, great friend and supporter. We’ve been together since the beginning, since the very first ultimate partner in Dallas when we commandeered Microsoft facility. [00:01:12] Amit Sinha: Yeah, [00:01:12] Vince Menzione: you have a little bit that you’re gonna share first and then we’re all gonna come join you. [00:01:16] Amit Sinha: Absolutely. And [00:01:17] Vince Menzione: then we’re gonna have my other great friend, mark Monday on us on stage with us as well. So yeah, [00:01:21] Amit Sinha: what a privilege. Uh, what a privilege. Vince, you do an amazing job as a community and, uh, incredible. [00:01:27] Amit Sinha: Shout out to Alexandra. Uh, we work together at Cisco talking about lifecycle incentives across the whole lifecycle. So amazing work done there as well. So. Very quickly, I’m gonna talk to you about AI native partnerships. A quick motivation. That’s me. Of course, we are using Nano banana to cover that. [00:01:45] Amit Sinha: That’s me looking up a Yellow Pages. I will date myself. That’s, uh, McDonald’s coming to India and me looking up, uh, the nearest McDonald’s, right? And this is me now booking Uber Eats Ma and I had this real experience yesterday night. I flew in from Sapphire in Orlando and I was hungry. Ma said, let’s, let’s get Uber Eats. [00:02:06] Amit Sinha: And we had a great. De this is digital native, right? We had no idea the world would transform this way, but completely new ways of working. Okay. Um, and, uh, another great experience that Mike, my co-founder and CEO seated the back half, I spent a decade at SAP, uh, doing hana, which was a database product, but it was on premise. [00:02:28] Amit Sinha: We had these racks and our whole gig was actually take an amazing HANA database with this server mounted, deployed. Wow. The CIO and the CFO, that this is the most amazing thing. And they would not say, Hey, you can’t take that box away, because it’s such a good insight that I get for my, uh, analytics product, right. [00:02:47] Amit Sinha: So that’s the old way. And look at us. We are all cloud native, right? Cloud has gotten to a place where it’s not just about infrastructure, running things and meters and stuff like that in a scalable way. It is a also source of innovation. New capability, new business model, consumption led business model. [00:03:07] Amit Sinha: Whole new way of working, right? So this comes to the new world now, what does AI need to look like? We heard all the amazing speakers talk about, uh, you know, the promise of ai, right? But you have a choice. Uh, you have a choice to do it yourself or, uh, especially as partnership professionals, right? When you do it yourself, you have this chat bots and stuff that you get from all the major. [00:03:33] Amit Sinha: You can always get more productive, but that’s about half an hour saved. The bar is too low there. So this is an amazing piece of, uh, research put together by all the experts. Vince, thank you for doing that. Uh, we had Jay McBain lend his voice as well. We had Rob Moyer with all his, uh, decades of, you know, insight and wisdom as to what would the future with AI look like, uh, encapsulate in that. [00:03:57] Amit Sinha: So go ahead, take a picture. Uh, this is not gated. Um, beautiful piece of content has also new insights from leading firms. AI native, I would dare say frontier firms who are like DocuSign or Gong who are really pioneering AI native partnerships, Boomi, and how they’re powering their renewal business case across AWS Google and Microsoft Marketplaces. [00:04:21] Amit Sinha: Uh, this really talks about that. And here, uh, this is the thought leadership that we bring to the table. And again, this is not a vendor pitch. This is, you know, as you elevate from the low bar about making yourself productive where you’re cut and paste, uh, into a chatbot, your context so that you can get a better co-sell email out there. [00:04:40] Amit Sinha: You DIY, this thing. But if you think of working with works span, these are three things that you should think about. First is imagine instead of cut and paste, you have your entire partnership context right there. And because the context is there, the right better together story, the right case study, the right partnership documents, the right opportunity and accounts that intelligence not only informs you, but also your team in a, in an extended way, and even your partnership in an extended way that’s fully automated. [00:05:13] Amit Sinha: Second is it’s not just informing you or sensing you, it is also acting. And I think this is where there are, you know, death by a thousand cuts if happening in the world where all this time gets taken up, right? But if you have an agent that scales in ly, whether you are big mature partnership, you got lots and lots of accounts and opportunities to cover, the agent can do that. [00:05:36] Amit Sinha: Or if you’re a new partnership, how do you get to market quickly? With the right assets, the right get to market content. This can work both ways. And lastly, how do you secure this partnership is done in trust. So you should have an agent for every partnership, uniquely your partnership with Microsoft, your partnership with ServiceNow, your partnership with uh, AWS and Google. [00:05:59] Amit Sinha: They all get a different agent. And the point here is these agents can work in a circle of trust and the boundary that gets established. So via work span, come talk to us outside. And with that, Vince, let’s uh, bring Mark along. Come on, mark. [00:06:17] Vince Menzione: Alright. I am gonna have you and then Mark, uh, yeah. Want mark in the middle? [00:06:22] Marc Monday: Oh, uh oh. [00:06:24] Vince Menzione: So, uh, let me move over so I get back to the picture slide. Look at those two handsome gentlemen up there. Uh, thrilled to have you Mark as well. Uh, for those of you who don’t, because you’ve been, you were just in Boca with us this Yeah. This winter. [00:06:39] Marc Monday: That’s right. [00:06:40] Vince Menzione: And, uh, tell us about your new role at ServiceNow. [00:06:43] Marc Monday: Well, I have the absolute privilege of leading the partner channel at ServiceNow. Yeah. Um, it’s comprised of our partner programs, our program gives and gets, and importantly our five routes to market, our consulting and implementation partners, our resell partners, our service provider partners, our hyperscaler partners, and importantly our build partners. [00:07:03] Vince Menzione: I love it. I love it. So let’s talk about the partner programs and why they’re so critical to ServiceNow right now. [00:07:08] Marc Monday: I think in this world scale is everything, and so this profession has always been a bit mercurial and a little bit of a black box for organizations. What does the partner team do? What does that look like? [00:07:21] Marc Monday: But what we have to continue to do is explain, this is your force multiplier. Working together in collaboration helps you scale beyond your individual numbers. And that’s really the thing that we’re focused on is how do we drive that? And I have three big things that we have to focus on is we have to be sup, drop dead simple, and we’re gonna talk about that [00:07:40] Vince Menzione: nice. [00:07:41] Marc Monday: In this world, it has to be simple. Even though under the covers it’s very complicated. We have to be incredibly fast. Agility is the key in this very moment. And then as I said, with that becomes the scaling element and the force multiplier. [00:07:56] Vince Menzione: And you have spent many, you, well, we both worked at Microsoft together. [00:07:59] Vince Menzione: It’s [00:07:59] Marc Monday: true. [00:07:59] Amit Sinha: Way back way. [00:08:00] Marc Monday: I feel like you’re punking me having me right before lunch. Like I remember back at Microsoft, you did something to me, so I’m gonna have you right before lunch. [00:08:07] Vince Menzione: It’s, no, it’s really terrific to have you. But, uh, so yeah, you, you mentioned about like the change and the specificity and the clarity around it. [00:08:16] Vince Menzione: Amme you have, uh, broken the model, so to speak, working with ServiceNow, right? Yeah. You went from being a traditional. I’ll call it co-sell Engine Marketplace Company. Uh, tell us, tell us, tell us about the innovation that’s going on in the room. We’re working with ServiceNow. [00:08:31] Amit Sinha: Absolutely. Uh, when you think of co-sell, the first mine goes to just co-sell with the hyperscalers, right? [00:08:36] Amit Sinha: Because they kind of pioneered and started this in a unique way. We, of course, got started with Microsoft eight years ago, doing not just co-sell and P two P, but since then AW S and Google right. You would be surprised to know that we do about 10% of AWS sales through work, expand co-sale. Right. Just [00:08:53] Vince Menzione: wow. [00:08:53] Amit Sinha: But that’s where we started. Where we ended up is really looking at all partner types and all motion types and. Mark and I disagreed and he, he really pushed me hard on this. Yeah, and the point here is if you look at your build partner motion, it’s also a co-sell. You build, then you co-sell and go to market, [00:09:11] Vince Menzione: right? [00:09:12] Amit Sinha: If you think about your services partners, right? You have a product. They have amazing last mile services and digital transformation. Uh, capabilities, and again, there’s a coastal motion there. So where we world works span eventually was not just coastal with hyperscalers, but across all partner types. And Mark, thank you for pushing us on that. [00:09:31] Amit Sinha: Yeah. And being a pioneering partner on works span with us. I really appreciate [00:09:34] Marc Monday: this. It was a fun rumble we got there. [00:09:37] Vince Menzione: So why does it matter now for ServiceNow specific? [00:09:40] Marc Monday: Yeah. I mean the reality is, um, I’m gonna say something provocative. We’re, we’re all friends. Yeah. Um, Cosell iss probably a misnomer. It’s not a 50 50 coequal relationship. [00:09:53] Vince Menzione: Yeah. You don’t walk in together holding it back. [00:09:55] Marc Monday: It’s asymmetrical collaboration. I love that. And I want to put the stake in the ground. The co-sell motions that have been created by the hyperscalers are wonderful. The pipe has been opened, but the reality is the publisher. Has to do a lot of the work and the systems are there, but the key is not just connecting into partner center as an example. [00:10:16] Marc Monday: Yeah. But building your own infrastructure and processes. That’s where the magic comes together, and that’s where we really drive scale. And so if we approach co-selling is asymmetrical collaboration and recognizing that you probably need to do more than 50%. When a, when a a team collaborates on co-authoring a book, it’s not like someone’s writing every other word, and it’s exactly 50%. [00:10:40] Marc Monday: Or if a pilot, a co-pilot is with a pilot on a plane, they’re not doing exactly 50% of the work’s, [00:10:46] Vince Menzione: right? No. [00:10:47] Marc Monday: This asymmetric approach requires that we do a lot of the work on our side. Yeah. And that’s where AM and team have really helped us a ton. [00:10:55] Vince Menzione: And ServiceNow was known as a ticketing solution back in the day. [00:10:58] Vince Menzione: Right. And you’ve kind of, I mean, it it, it started that way. [00:11:01] Marc Monday: We have a wonderful heritage 20 plus years Yeah. Of workflow orchestration. Yeah. And in a diggen world, what are we really doing? We’re orchestrating workflows, and importantly, we need to govern those workflows and we need to sequence them in a meaningful way. [00:11:17] Marc Monday: And so our vision of a control tower across any hyperscaler, any LLM, any workflow, any system of record, any time, that’s the key to everything. [00:11:27] Vince Menzione: And so now you’ve taken the work span approach and driven it across what I see, like taking, taking this. This stack, we’ll call it. Yeah, the tower. Yeah. And then applying all of the methodologies and best practices on what we’ve called co-selling and ecosystem orchestration, essentially is what it really is. [00:11:46] Amit Sinha: Absolutely. [00:11:46] Vince Menzione: Yeah. [00:11:47] Amit Sinha: Yeah. And we are thrilled to partner with ServiceNow on this. So ServiceNow, as you guys know, uh, release their CRM product. So we got in at the ground floor on that opportunity and with the now assist agents as well. What we’ve really built is an integration between work span as a platform. [00:12:03] Amit Sinha: And ServiceNow, CRM as well. So if anybody is using that all the way from ServiceNow opportunities to Marketplace private offers, you can a genetically do that. Of course you can do it on Salesforce Hub, spot and Dynamics, but now ServiceNow is an additional option on that. I wanna really double click though, mark, on your point around asymmetry around this, when we say six to seven partners are gonna surround the end customer, right? [00:12:27] Amit Sinha: Yes. They will come at different points in time. Yes. Right? And they will also have different roles to play. So just as you think of a team, right? A soccer team for that matter, or a football team, pick your analogy right. Not everybody’s equal. Right? There’s always a qb. There’s always somebody who holds the prime on the deal. [00:12:45] Amit Sinha: There’s always a role to play. [00:12:46] Marc Monday: Yeah, [00:12:47] Amit Sinha: and I think what’s beautiful about our partnership here is when you look at it applied to services partners, it’s about building billion dollar businesses around ServiceNow, using their competency, but knowing the kind of joint accounts you need to go pursue in order to. [00:13:03] Amit Sinha: You know, burn down their inventory or, or co-sell alongside. If it’s the build partner, it’s about attacking an industry vertical or a joint account there. Right? So knowing very intelligently who to partner with and when to bring them on is the AI orchestration that is key in this partnership [00:13:19] Vince Menzione: here. Yeah. [00:13:19] Vince Menzione: So important. ’cause you, it isn’t single threaded this, this asymmetrical approach. [00:13:24] Amit Sinha: Right. So [00:13:25] Vince Menzione: incredible. You just ha you just finished your big event. I was hoping I did spare Share with us a little bit of your perspective on what’s been changing and how your ecosystem is evolving. Uh, I had Jen Odes in the studio. [00:13:38] Vince Menzione: That’s right. As you know, back in the fall. Fall, go back and watch it again. Yeah, it’s available. Great. Great podcast interview. Yeah. And you’ve been on stage at our events before and we’ve had that as a podcast, but take us how things are changing from the partner type perspective. We have MSPs in the room. [00:13:53] Vince Menzione: I know MSPs are, I know again, hands on the steering wheel. So important, right? Yeah. This technology is so complex. How are you thinking about ecosystem in your role? [00:14:03] Marc Monday: Yeah, I said earlier it’s about simplicity, speed, and scale. Yeah. Last week we had our big customer event knowledge, and on the first day we had our partner event. [00:14:13] Marc Monday: I think the biggest thing that’s happening right now is the pace of change is a bit overwhelming at times. And keeping pace with that is super critical. So what we’ve tried to do and what we announced last week was a lot of investment in giving our channel partners the exact same tools that we use in our business, right? [00:14:32] Marc Monday: So we were really focused on. Um, delivering business value. And so we took our, the solution that we use or the tools that we use for, um, delivering, uh, business value through our partners. It’s an assessment tool. Um, we’ve syndicated that to our partners. We’ve made that available. We also put a little bit of a stake in the ground around what do customers expect right now? [00:14:56] Marc Monday: Um, the time and materials business is gonna be under a tremendous amount of pressure. Some studies are predicting that it could be. Compressed by as much as 30% customers are looking for outcome based. Yeah. Um, they may stop on that journey and, and have something that’s fixed fee. But the reality is everyone is expecting value from the, the technology that they buy, and particularly from an agent perspective. [00:15:21] Marc Monday: We really leaned in on that and published what I think is a pretty good framework mm-hmm. For, um, outcome-based consulting. And we had a couple partners co-author that with us, which was really wonderful. Nice. Um, and it was a nice piece of co-creation and I think I’m seeing more and more of that where we’re co-creating with our partners in ways that we’ve never done before. [00:15:41] Marc Monday: And then I think importantly, security and reliability, um, and managing risk increasingly will be important. In an agentic world, we call it a control tower. We made two fairly big acquisitions in the last several months in terms of both the front door and the back door in terms of securing with the calls that are going into that agent or from that agent. [00:16:04] Marc Monday: To your various data sources. And so for us trying to bring that all together with our strong history of workload flow, orchestration, and then importantly, governance, security, and risk, uh, in the environment today, when you have the potential for hundreds of thousands or even millions of agents touching your core systems of record, [00:16:24] Vince Menzione: how are you thinking about both tiering your partners and also enabling your partners? [00:16:30] Marc Monday: Yeah, I think this is also an, an an area where I’d love to benchmark with y’all, um, because, you know, historically most of us built a fairly robust learning plan for our partners. You’d have a certification and then you would have a competency, and then you, maybe you’d have a wrapper around that competency. [00:16:48] Marc Monday: And it would take a long time, maybe 12 or 18 months to get to that highest level of certification. And it was incredibly robust and that’s wonderful. But when the roadmap is moving so fast that we’re releasing weekly, monthly, and every 90 days, does that type of training still hold water? So I’m proposing that we have both a volume view of how many trained individuals can we get as quickly as possible, and then value. [00:17:16] Marc Monday: And so we don’t want to lose this rich history, what I would describe as the rear view mirror, how we got here, but we also need to approach the windscreen, the windshield, where are we going and what is that opportunity? Yeah, so we have to go a little bit faster when it comes to enablement, [00:17:32] Vince Menzione: so. You, you were in a partnership, you, you call it a built on partnership. [00:17:37] Vince Menzione: Is that, is that the approach that [00:17:38] Amit Sinha: Yeah. ServiceNow has an ISV program called The Built On Partnership. Built On [00:17:41] Vince Menzione: Partnership, yeah. [00:17:42] Amit Sinha: Uh, so we sign onto that program, great accelerators to build lot of coaching and help to build on the ServiceNow platform. It’s not just the CRM integration, where it’s the opportunities and orders. [00:17:54] Amit Sinha: And by the way, this is the best platform or order management out there. So if you think of, uh, of your, if you are a MSP or consulting partner, building orders for your customers, now you want them to land on the marketplace, right? You wanna build that highway. Think of work span, right? So that’s where we came in and we said that if we look at the large number of channel partners, MSPs, who need to do that and are using ServiceNow as a platform to do it, can they genetically do it right from the now CRM? [00:18:24] Amit Sinha: Yeah, so that’s why we came in. The three big use cases we saw, number one was renewals. You talked about Alexandra doing it. Renewals is so [00:18:31] Vince Menzione: important. Yeah. [00:18:32] Amit Sinha: Oh my goodness. If you think about the renewals playbook [00:18:34] Vince Menzione: was so huge, [00:18:35] Amit Sinha: six months, nine, you know, uh, 90 days out, you wanna build that playbook. Mm-hmm. In an agent way when you reach out. [00:18:43] Amit Sinha: And by the way, you heard, uh, die Talk about 462 billion of uncontested Cloud commits out there. Yep. You want your high risk renewals to go against the high propensity to buy accounts. Right. So imagine that matchmaking, if you were to do it humanly, it’ll take you days. If you had an agent to do it like the now assist agent, it can just be done like that. [00:19:06] Amit Sinha: So that was the first use case we went after. Nice. The second one was the low dollar automation. We all have businesses that we land, right? Sub 50 K deals, so we have inside sales teams calling on those customers all day long. So now imagine a Gentech solution where you take all those low dollar deals and again, tie to the marketplace. [00:19:26] Amit Sinha: How can you have express private offers, right, from your opportunities? So those were the two use cases that we went after first and boy, uh, we got some amazing results, [00:19:36] Vince Menzione: I bet [00:19:36] Amit Sinha: for one of these companies, Boomi, we showed that 24% higher lift on renewals. That’s like hundreds of millions in impact just in one year alone. [00:19:46] Vince Menzione: And using AI internally as obviously you’re an AI company. Yeah. How are you thinking about how’s the impact of AI helping the partner function within ServiceNow? [00:19:54] Marc Monday: I, I think there’s this really wonderful opportunity right now where in the short term, we’re taking busy work out of the partner management profession. [00:20:05] Marc Monday: Um, partner managers historically have spent a lot of time chasing data and chasing information and really acting as an ombudsman for the partner within the organization. That work is very quickly. Getting identified. That’s phase one. The thing I’m actually a little more excited about is when it can expand the horizon to have different types of conversations, expanding the partnerships, expanding the multi-partner oppor opportunities. [00:20:29] Marc Monday: That, for me is the next phase, but we, I believe we are the most progressive when it comes to using AI on ourselves and really trying to take the profession to the next level. [00:20:40] Vince Menzione: Nice. Well, I was gonna, I was gonna, I want to go back to the platform again. ’cause you, you’re, you’re starting, you, you mentioned renewals, you’re mentioning some of the success. [00:20:50] Vince Menzione: What else can you point to on the success side, [00:20:52] Amit Sinha: there’s some, uh, amazing research that Sam here has done, uh, with all the data that Wepan has. So we looked at close to a million opportunities and, uh, looked at all the companies doing well. And we actually tabulated how many sellers are engaged on co-sell, not the partnering team, but how many end sellers. [00:21:11] Amit Sinha: This shows the extent of the transformation that the company has gone through, and what we found was amazing. If more than 50% of your sellers have engaged on 10 or more deals, your ecosystem is exponential. It doesn’t need the kind of the doctoring or the prod or the push to kind of say, Hey, use partners. [00:21:31] Amit Sinha: The sellers get it themselves, right? So we, we did this analysis and found like, wow, how can we then get sellers to activate? And the bottleneck that we found was. That there are not enough partner managers to assist every seller in the world. I think that seller activation is the unlock that AI can do. [00:21:50] Amit Sinha: Imagine if you have a partner agent sitting on every account and every opportunity 24 by seven, right? As the world changes, as the world evolves, as the solutions come in. As you know, market events happen. These agents are listening, positioning the right. One of those six partners, or all six partners for that matter, in front of people. [00:22:10] Amit Sinha: So I feel like that that big unlock is seller activation. Yeah. So if all partner managers do with ai, next is one. Of course, get yourself skilled up and yourself productive. But next, direct it to your own internal sales teams and get them activated on your partnerships because that’s where you will move the revenue lever the fastest, in my opinion. [00:22:30] Vince Menzione: Fantastic. What advice do you have for whether they be ISV partners or other partners in the room? ’cause we have partners of all types here. Yeah. What would you have, what would you say to them that need to do differently or better? [00:22:43] Marc Monday: Yeah. [00:22:44] Vince Menzione: Starting today, [00:22:46] Marc Monday: I, I don’t wanna be a broken record, but I would just say go faster. [00:22:48] Marc Monday: However fast you think you’re going, it’s not enough. Yeah. Um, the reality is I think Bill McDermott says like, the market’s never been this fast before and it will never be this slow again. Oh. The reality is this is the pace we run at, and the only way we can run at this pace is if we have the agents doing much of the work for us. [00:23:09] Marc Monday: So I would say go faster. The second thing I would say is automating a bad process is a bad process. So really go and interrogate the workflow that you’re actually thinking about identifying. I’ve seen too many instances from partners and partnerships where you’re taking a bad process and you’re trying to build automation. [00:23:29] Marc Monday: Go back and deconstruct it or start fresh blank piece of paper. Um, again, to my metaphor of the rear view mirror and the wind screen, like it’s, we should honor the past. We’ve done a wonderful job in the last 30 years of building all of this stuff. It’s just not built for this speed. So we need to really stay focused on what’s in front of us. [00:23:49] Vince Menzione: We talked a little bit earlier in one of the other sessions about the playbook and the three year plan, and then maybe moving to sprints. That’s right. How are you, how are you thinking? Are you thinking along the same lines? A [00:23:59] Marc Monday: hundred percent. Uh, we need to move at the pace. Sorry, I’m, we need to move at the pace that the roadmap is moving. [00:24:05] Marc Monday: So if we’re doing weekly, monthly, and quarter releases, we don’t wanna whipsaw the channel. We have to be careful of that. But the reality is, if we’re pivoting our product strategies or release strategies on a quarterly basis. We have to have that same level of agility. That’s where the people who’ve grown up in this profession taking really complicated stuff and making it simple is so critical. [00:24:26] Vince Menzione: Ami, you touched on AI’s role in the partner function. But let’s expand on that. What, what’s it gonna look like in two years? If AI becomes, will it replace the partner function? What, what do you see happening? [00:24:38] Amit Sinha: Absolutely not. I think, uh, we are seeing this evolution and, and you can see the parallels in the engineering organization. [00:24:44] Amit Sinha: When Claude Cursor came along, you saw engineering completely transformed as to how products are now built. How they are, how product managers write PRDs, how engineers actually code this, you know, code the scaffolding all the way to the user experience, how it’s tested. Everything has fundamentally changed. [00:25:01] Amit Sinha: So if you went and asked the engineering leader, how will your role change? Right? Imagine answering that question today, right? It’s fundamentally different. I feel like it’s coming to every function. Whether you want it or not, it’s coming to every function. And the partnership leader will look like the partnership operator that Rob talks about. [00:25:19] Amit Sinha: Yes. It’ll be about orchestrating real time relationships at the account level, at the opportunity level, and being a hands-on person. Uh, i, I would say even at the leadership level or down to partner managers, how can you cover the breadth of accounts and opportunities that’s out there to, for you to prosecute? [00:25:36] Amit Sinha: It’ll not look like I’m managing a partnership. It’ll not look like, Hey, I have to offer an MDF. It’ll not look like, Hey, let’s do A QBR, you know, and get all the teams engaged because that’ll be too late essentially. So this operator perspective is what’s gonna change just as it changed in engineering, it’s gonna happen in partnerships [00:25:56] Vince Menzione: perspective as well. [00:25:57] Marc Monday: Big plus one on what Rob’s talking about. I, I, I’m a big fan of that and I love this idea of using what’s happening in the developer world as an analog for where we’re going. Yeah. Um, I met a product manager last week and she was saying that she was producing 30 or 40 product requirement docs every week. [00:26:14] Marc Monday: Um, that’s remarkable output and she can only do that because of the way she’s leveraging ai. The same will be true for a partner manager, a 10 x, a 20 x, a 30 x on each individual once we get to that stage, and it will happen very quickly. [00:26:29] Amit Sinha: Yeah. Imagine putting a hundred joint account plans together in a day. [00:26:33] Amit Sinha: Yep. [00:26:33] Vince Menzione: Right. Incredible. [00:26:34] Amit Sinha: Imagine putting like five connections on an opportunity just surrounding your deal right now. Right. Doing that. [00:26:41] Vince Menzione: I couldn’t even, I, I couldn’t even imagine. I know you couldn’t even imagine when we were back in the days we were running PAMs and Yeah, totally. Those resources, what they had to do and what’s all totally automated today. [00:26:52] Marc Monday: It. It’s true, it’s true. I was, um, I was bemoaning this, I’ve been on the road a lot lately and I was like telling my wife, like, I long for the days where you have one meeting and you go, you know, you go to New York and you do a two hour QBR and you go to a nice dinner and then maybe you walk around Central Park. [00:27:06] Marc Monday: The reality is you’re doing a hundred of those every single day. It’s a different era. That’s where we need to get the tools to work for people. [00:27:15] Amit Sinha: Mark, I love your analogy around the rear view mirror versus the windshield. Mm-hmm. You have to see through the windshield. [00:27:20] Marc Monday: We do. We do. It’s amazing. Don’t be afraid. [00:27:23] Marc Monday: I, I mean, I would just say do not be afraid. Be excited. We in this room, get to lead the path. Yeah. It is an absolute privilege. [00:27:32] Vince Menzione: So insightful, gentlemen, you’ve been incredible to be on stage with today. Uh, I we have a le a little less than a minute. I was hoping maybe if there was like one question we could take. [00:27:42] Vince Menzione: I got John with a mic and then it’s lunchtime after this, so [00:27:48] Marc Monday: ask on because he can be more pithy. [00:27:50] Vince Menzione: Yeah. [00:27:55] Vince Menzione: Well, you’re both are gonna be around here. I hope [00:27:57] Marc Monday: we will be here. [00:27:58] Vince Menzione: Mark didn’t have you got to sleep in your own bed last night? [00:28:00] Marc Monday: Uh, yeah. It was a long day, but yes. I thank you for, it was very late. Thank you so much. Let’s put this on the record. Marks down. We’re having the event in Bellevue. That was great. [00:28:09] Marc Monday: We’re gonna [00:28:09] Amit Sinha: bring it back. We’re gonna bring it back to Bellevue. [00:28:12] Marc Monday: Seven mile commute is the best trip that I’ve had in many, many weeks. [00:28:17] Amit Sinha: Thank you. Well, thank you, gentlemen. It [00:28:19] was [00:28:19] Marc Monday: incredible. [00:28:20] Vince Menzione: Thanks for listening to the Ultimate Partner Podcast. If today’s conversation resonated, share it with a partner leader in your network. [00:28:28] Vince Menzione: Subscribe where you listen, and head over to the Ultimate partner.com for show notes related content and the resources for this episode. And if you haven’t already, now’s the time to register for the Ultimate Partner Live event in Reston, Virginia, [00:28:44] Marc Monday: October [00:28:45] Vince Menzione: 26th through October 28th. Until next time. Keep showing up in the rooms that matter because being in the room changes everything.

You didn't build a team to babysit a CRM from 2014. If distributed leadership real estate feels uncomfortable right now, that discomfort is doing exactly what it's supposed to do.Most real estate leadership content sounds the same after a while, all stage lights and slide decks. These are leadership lessons from a hike, the kind you only get squeezed through a gap in the rock we called the Lemon Squeeze, standing next to a broker named Jose and the CRM he'd used for ten years and couldn't let go of.In this breakdown from our latest leadership retreat real estate trip, I walk through the exact moment that turned a hike into a leadership lesson, and the 3-part framework that came out of it. It's the same thinking I use when I'm talking about leading through change real estate teams face when growth outpaces the systems that built them, and coaching brokers on real estate coaching leadership that actually sticks.Here's what you'll walk away with:✅ The 3 lessons from the hike that translate directly into how you lead your team through growth✅ Why speed is not the flex you think it is when you're trying to figure out how to lead a real estate team through change✅ The real reason Jose couldn't leave his old CRM behind, and what it says about your own blind spots✅ A practical filter for knowing how to be a better leader in real estate without burning out your people or yourself✅ What separates a broker who's just managing from one who's actually leading through real estate broker leadership training that sticksIf you're a broker-owner or team leader who's outgrown the system that built your success but you're scared of what changing it might cost you, this one's for you. Distributed leadership real estate isn't about doing more. It's about knowing what to hand off, and when.Letting go isn't failure. It's the job.

This Week In Startups is made possible by: DigitalOcean https://do.co/twist Sentry https://sentry.io/twist Lightfield https://lightfield.app Today's show: A hedge fund just blew up shorting SaaS stocks. In turns out, the software companies that went all in on AI are bouncing back. Figma's CEO — still riding high on strong revenue — forfeited roughly $46 million in stock awards to ease investor nerves. Twilio posted its strongest quarter in years. Airbnb's CEO credits AI as the single biggest factor in the company's incredible turnaround. Jason and Lon break down what's separating the winners this earnings season from the companies that are falling behind. PLUS we're chatting with Bluecore Energy CEO and founder Kofi Asante about his plan to power ports, and one day AI data centers, with small, floating nuclear reactors. AND we're kicking off the TWiST Weight Loss Challenge! Co-host Lon and Jason's brother, Jamie, are both starting GLP-1s. We'll track their progress and follow along as they attempt to collect $15,000 EACH in prize money. Guest Kofi Asante on LinkedIn: https://www.linkedin.com/in/kofiasante1/ Bluecore Energy: https://www.bluecore.energy/ Jamie Calacanis on X: https://x.com/CalacanisJamie Relevant Links Bloomberg: Figma CEO forfeits $46M: https://www.bloomberg.com/news/articles/2026-08-05/figma-ceo-forfeits-46-million-in-stock-after-share-decline Twilio announces second quarter 2026 results: https://investors.twilio.com/news-releases/news-release-details/twilio-announces-second-quarter-2026-results TechCrunch: Twilio co-founder Jeff Lawson buys The Onion: https://techcrunch.com/2024/04/26/area-man-twilio-co-founder-jeff-lawson-buys-the-onion Chesky: Airbnb will spend a lot more on AI: https://www.cnbc.com/2026/08/07/chesky-airbnb-ai-earnings.html "Unreasonable Hospitality" by Will Guidara on Amazon: https://www.amazon.com/Unreasonable-Hospitality-Remarkable-Giving-People/dp/0593418573 The Times: Meet the unreasonable hospitality master who inspired "The Bear": https://www.thetimes.com/magazines/the-sunday-times-magazine/article/will-guidara-hospitality-the-bear-tkgzqz33w Port of Long Beach partnership on nuclear-powered shipping: https://gcaptain.com/port-of-long-beach-marad-launch-first-u-s-partnership-on-nuclear-powered-shipping/ Reuters: ByteDance targets mega AI model: https://www.reuters.com/technology/bytedance-targets-mega-ai-model-nearing-anthropics-mythos-ft-reports-2026-08-07/ Axios: OpenAI says its AI agents breached its own systems before Hugging Face: https://www.axios.com/2026/08/06/openai-hugging-face-black-hat Frank Lloyd Wright's Ennis House: https://franklloydwright.org/site/ennis-house/ Dwell: Why "The Studio" built a faux Frank Lloyd Wright HQ: https://www.dwell.com/article/the-studio-apple-tv-filming-locations-production-design-frank-lloyd-wright-john-lautner-97c68081 "Predators" documentary trailer: https://www.youtube.com/watch?v=ibVZkvpAJjI A24 "Primetime" trailer: https://www.youtube.com/watch?v=5fHXyqQOKL8 Alex Honnold free solos Taipei 101: https://www.cnn.com/2026/01/25/sport/alex-honnold-taipei-101-free-solo-netflix-intl-hnk Harmonic.ai: https://harmonic.ai/ Ro.co: http://ro.co/twist Timestamps: 0:00 Figma, Twilio & Airbnb earnings: who's winning at AI? 9:50 DigitalOcean - Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 11:32 The real cost of stock-based compensation 17:38 Kofi Asante of Blue Core Energy joins the show 19:47 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 20:51 What is a small modular reactor (SMR)? 26:00 Floating nuclear reactors for ports and data centers 29:47 Lightfield - Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you — it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app 31:56 Nuclear waste, submarine risks, and public perception 42:41 The generational shift in how we think about nuclear 48:19 ByteDance is training a 10 trillion parameter model 53:47 When AI models plan heists: the Hugging Face caper 58:02 Jason's Roko weight loss competition 1:11:38 Off duty: To Catch a Predator, Alex Honnold, and comedy Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp   Follow Lon: X: https://x.com/lons   Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis   Check out all our partner offers: https://partners.launch.co/   Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland   Check out Jason's suite of newsletters: https://substack.com/@calacanis   Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

Have you ever read a post or watched a video and thought, "Wow... they just described my life?" That's exactly what today's best-performing content is doing. In this episode, I share my biggest takeaway from Natalie Ellis' presentation inside our Elite Entrepreneur Mastermind on why identity-based content is outperforming generic messaging. I break down how speaking to your audience's identity, behavior, and story helps you create content people remember and trust. Get ready to turn your story into content that converts. Check out our Sponsors: Shopify - Try the ecommerce platform I trust for Glōci. Sign up for your $1/month trial period at http://Shopify.com/happy. Monarch Money -  Get your first year of Monarch Core for half off at http://Monarch.com with code EYH. Northwest Registered Agent - Visit http://northwestregisteredagent.com/EarnFree and start using free resources to build something amazing. Fabric - Join the thousands of parents who trust Fabric to help protect their family. Apply today in just minutes at http://meetfabric.com/earn. Indeed - 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. Momentous - If you want to try Momentous Signature Spec Creatine, head to http://livemomentous.com and use code EARN for up to 35% off your entire first order. 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. 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 HIGHLIGHTS Why identity-based content is outperforming generic messaging. How to create content that instantly feels more personal. How your personal story creates a deeper connection with your audience.  Where your offer naturally fits without sounding salesy. How to create memorable "mic-drop" moments people want to share. Why saying less can make your message more powerful. 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

Most real estate agents are paying for strangers while ignoring the people most likely to hire them. Your next listing may already be sitting inside your phone. In this episode, Tim and Julie Harris challenge one of the real estate industry's most expensive assumptions: that agents need to constantly purchase leads, build complicated marketing funnels, or become social media personalities to create a predictable business. The statistics discussed in the episode show that roughly 90% of brokerage sales volume comes from repeat clients and referrals. Meanwhile, internet leads may convert into closed transactions at only approximately 1% to 3%, depending on the lead source, response time, follow-up system, and agent skill. Tim and Julie explain why agents frequently misattribute referral business to social media, how the sunk-cost fallacy keeps agents spending money on ineffective marketing, and why your database should be treated as hidden real estate inventory. You will learn how to audit your paid lead sources, organize a manageable database, complete five meaningful conversations per day, use the FORD conversation framework, bring value to past clients, and create referral opportunities without making every interaction feel like a sales call. You will also learn why passive CRM campaigns cannot replace direct communication, why service-focused agents often outperform real estate celebrities, and how the right coaching and career environment can help serious agents build a sustainable listing business. This episode is for agents who want more listings, stronger relationships, better lead generation, and a real estate career built on skills rather than marketing gimmicks. Free training: HarrisRealEstateDaily.com Coaching: PremierCoaching.com Join eXp + Libertas: WhyLibertas.com/Harris Text Tim Direct: 512-758-0206 Opinions are my own and not the views of eXp Realty. Income results are not typical. Individual results will vary.

Have you ever become so focused on optimizing your life that you forget to enjoy it? In this episode of I'm Obsessed, Stephanie Gambetta and I catch up on what's been bringing us the most joy lately, from simplifying our routines to rediscovering the importance of play, fun, and getting outside. We also share our current favorite wellness products, skincare routines, beauty hacks, podcast strategies, and why building your brand beyond social media has never been more important. Get ready to simplify your routines, reconnect with yourself, and become obsessed with what actually makes you feel good.  Check out our Sponsors: Shopify - Try the ecommerce platform I trust for Glōci. Sign up for your $1/month trial period at http://Shopify.com/happy. Monarch Money -  Get your first year of Monarch Core for half off at http://Monarch.com with code EYH. Northwest Registered Agent - Visit http://northwestregisteredagent.com/EarnFree and start using free resources to build something amazing. Fabric - Join the thousands of parents who trust Fabric to help protect their family. Apply today in just minutes at http://meetfabric.com/earn. Indeed - 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. Momentous - If you want to try Momentous Signature Spec Creatine, head to http://livemomentous.com and use code EARN for up to 35% off your entire first order. 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. 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 HIGHLIGHTS 00:00 What to do when nothing feels exciting anymore.  03:00 How more play can bring your energy and excitement back. 05:15 What's the downside of trying to optimize everything? 08:30 Stephanie's current skincare obsession for glowing, hydrated skin. 13:00 My favorite self-tanning routine for an effortless glow. 15:45 The morning routine Stephanie never skips. 19:00 The little things that make getting dressed and expressing yourself more fun. 21:00 How to keep growing your brand when social media isn't reliable. 22:30 The strategy for becoming the obvious expert people know and trust. 24:45 Why podcasts build trust faster than social media. 27:45 How long does it actually take for someone to know, like, and trust you?  33:45 What to do when GLP-1s aren't giving you the results you expected. 40:00 The support that can save you time, money, and guesswork when starting peptides. RESOURCES Book a Loop coaching call 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 The Loop Way: @stephanie_gambetta_loop

In this episode, I'm getting into something that is often misunderstood in the online business world, visibility. Not the kind of visibility that comes from posting more on social media or running ads, but strategic visibility: the kind that puts you in front of the right people, in the right rooms, at the right time. I share real client stories of women who scaled through visibility done well—Kate who started landing high-level conferences and podcast guest spots, Dana who turned thought leadership into a book deal, Steph who leveraged podcast appearances into consistent six-figure months, and Kylie whose podcast guest spots brought in clients already sold on her before they even reached out. I also share how my nearly decade-long career as a publicist for Grammy-winning musicians, thought leaders, and bestselling authors shaped the way I approach visibility today, and why I don't just teach my clients how to refine their messaging and build their offers. I actually help them get in front of the right people. If you've been posting, engaging, showing up consistently, and still feeling like you're not getting noticed, this episode gives you the three practical steps to start building the kind of strategic visibility that opens doors you didn't even know existed. Liked this episode? Make sure to subscribe to our podcast and leave a review with your takeaways, this helps us create the exact content you want!  KEY POINTS:  00:00 Welcome and Mission 00:42 Strategic Visibility Defined 01:19 Client Wins and Examples 04:14 My Publicist Background 05:56 Visibility Misconceptions 07:17 How I Open Doors 08:11 Three Keys to Visibility 08:28 Key One Signature Message 09:39 Key Two Right Rooms 10:29 Key Three Relationships First 11:12 Wrap Up and Next Steps 12:19 Subscribe and Stay Connected QUOTABLES: “   True visibility, and the kind that I'm talking about is really the kind that leads to massive growth and authority long term, comes from strategic relationships and connections. It's about who knows you. Not who you know. But who knows you and trusts you enough to open the right doors for you.” - Julie Solomon  “  You have got to get clear on what it is that you want to be known for. So before you can get into the right rooms, you need to know what you want people to say about you when you're not in the room. What you want them to know, to believe, to feel, what's your signature message? What's your unique genius? And if you're not clear on what that is, you are going to consistently struggle to stand out. Your message will continue to get lost.” - Julie Solomon RESOURCES: [UNSCRIPTED RETREAT 2027] Where your voice, your message, and your identity become one. February 3–5, 2027 • Nashville, Tennessee APPLY HERE [THE REVENUE ACCELERATOR] Book a strategy call to explore whether The Revenue Accelerator is the right next step for your business and leadership. Apply and schedule your call today. [ORDER] my book or Audible, Get What You Want: How to Go From Unseen to Unstoppable so you can leverage the power of your own influence. Follow Julie on Instagram! MUST HAVES THIS MONTH: [THE PLATFORM FOR YOUR BUSINESS GROWTH] Whether it's managing your store or marketing your products, this platform simplifies it all. Learn more here. [QUALITY WITHOUT THE MARKUP] From linen to denim, Quince delivers premium essentials you'll wear on repeat without the usual markup. Explore here: quince.com/JULIE  for free shipping on your order and 365-day returns. Now available in Canada, too. [MARKETING THAT WORKS WHILE YOU DO] Spend less time managing your marketing and more time growing your business. Brevo's automations, CRM, and AI assistant help you connect with customers, personalize your messaging, and streamline your workflow—all from one dashboard. Learn more at https://www.brevo.com/woman.