Podcasts about CRM

Are you holding yourself back because of judgment, fear, or what other people might think? I just got off a live Audacity Challenge call, and it was electric. Hundreds of women showed up ready to stop hiding, stop judging themselves, and finally take bold action. In this episode, I'm breaking down why we've already “canceled” ourselves when we hold back, how to free yourself from fear and judgment, and why the fastest way to change your life is to start acting like you believe in your calling. This is your reminder that no one else gets to decide what's possible for you. Check out our Sponsors: OSEA - Give your skin a rest with clean, clinically tested skincare from OSEA. Get 10% off your first order sitewide with code EARN at OSEAMalibu.com Granola - Granola is an AI-powered notepad built for the way real people actually meet. Get three months free at granola.ai/EARN. Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS Why holding judgment over others keeps you stuck. The mindset shift that frees you from fear of being “canceled.” What the most audacious women are doing differently. How to reclaim your power when fear, trolls, or haters try to derail you. Why your audacious dream isn't random. RESOURCES 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

In this episode, we sit down with John Magnor, a 24-year-old sales strategist who helps B2B companies build scalable, predictable revenue systems. Working primarily with software companies and service providers, John partners with founders through consulting or equity to design the sales infrastructure that growing businesses often lack.John began his career in sales at just 17 years old, learning the craft through real-world experience—cold calling, setting appointments, closing deals, and managing pipelines. Today, he uses that hands-on background to help companies transform inconsistent or chaotic sales processes into structured systems that support long-term growth.In this conversation, John breaks down how he helps organizations hire and train sales teams, develop effective scripts, implement compensation plans, and build repeatable processes that remove the founder as the bottleneck. He also shares insights on CRM systems, outbound sales strategies, call coaching, and the metrics that actually matter when scaling a business.Most of the companies John works with already have strong products or services. Their challenge isn't the offer—it's the lack of a clear sales process, accountability, and reliable systems. John's focus is helping founders step out of day-to-day selling by building teams and structures that allow the business to grow without relying on one person to close every deal.This episode is packed with practical insights on sales execution, leadership, and building systems that drive consistent growth. Whether you run a B2B company or lead a sales team, you'll walk away with actionable ideas on how to create a cleaner, more scalable approach to revenue generation.Connect with John here:ttps://pr.linkedin.com/in/john-magnorhttps://www.facebook.com/@johnpmaghttps://www.instagram.com/@johnpmagDon't forget to register for our FREE LinkedIn Content Workshop here: https://www.thetimetogrow.com/LinkedInContentRoadmap

If you're spending money on marketing but still saying, “I don't have deals,” this episode is for you. At 2am, you're not worrying about “lead generation strategy.”You're wondering why sellers aren't calling back… why conversations stall… or why your CRM is full but your contract pipeline is empty.In this episode, Laura breaks down the three biggest mistakes she sees investors make when it comes to leads after 40+ years in real estateand mentoring hundreds of women inside REIW.You'll learn:The pipeline math error that undermines consistent deal flowThe misstep that causes viable prospects to stall or disappearThe pattern that weakens negotiations before a contract is ever securedIf you fix these three patterns, your leads will start turning into real opportunities.Because it's almost never the market.It's almost never the leads.It's how you're handling them.

In this episode of Coffee with Closers, Travis Heberling shares powerful insights on leadership, entrepreneurship, and personal growth. After years of focusing on mastering his craft, Travis realized that true growth comes from learning how to run a business, lead teams, and delegate effectively.Learn how to develop leadership skills, delegate effectively, build a thriving company culture, and grow beyond your craft.In this conversation, you'll learn:✅ Why separating your brands can double your revenue✅ How to get referrals without asking for them✅ The mindset shift that took Travis from technician to business owner✅ Why hiring a hungry beginner beats hiring a seasoned pro✅ How audiobooks, journaling, and CRM automation changed everything✅ The video content strategy every business owner needs to know✅ What storytelling in video really means (and why your customers should be the hero, not you

What if the hardest moment of your life was actually the doorway to becoming the most powerful version of yourself? In this episode, I sit down with Jaclyn Shaw to talk about trusting your intuition, navigating betrayal, learning to sit with uncomfortable emotions, and the courage it takes to live and speak your truth. Jaclyn shares the painful experience that completely changed the direction of her life and how it led to a powerful spiritual awakening. Tune in to hear how choosing willingness, truth, and faith can completely change what's possible in your life. Check out our Sponsors: OSEA - Give your skin a rest with clean, clinically tested skincare from OSEA. Get 10% off your first order sitewide with code EARN at OSEAMalibu.com Granola - Granola is an AI-powered notepad built for the way real people actually meet. Get three months free at granola.ai/EARN. Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS 00:00 How willingness and faith can open unexpected doors in life and business. 06:15 The painful experience that became Jaclyn's “spiritual smackdown.” 09:30 Could your spiritual beliefs be shaping how you show up in life? 14:30 The mindset shift that helps you rise instead of staying stuck in victimhood. 25:00 The practice that can help you find peace during chaos. 29:00 Why vulnerability is the key to deeper connection in relationships. 36:45 The courage it takes to share your story without shame. 40:30 How choosing your response can change what happens next in a relationship. 44:15 Why your personal healing can create a ripple effect around you. 49:45 Ways to lead your business with conviction instead of approval. 55:00 How do you stand out online without copying what everyone else is doing? 58:00 The silent retreat experience designed to help you reconnect with yourself. 01:02:00 What's the meaning behind “God signs my 7-figure checks.”? RESOURCES Grab Jaclyn's book Spiritual Smackdown: From Victim to Goddess HERE! Learn more about Jaclyn's “Without Words” Silent Retreat 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 Jaclyn: @thejaclynshaw

Your donor database should make it easier to build strong relationships with donors. But for many fundraisers, the CRM ends up feeling like one more thing to maintain instead of a tool that actively supports their work. In this episode of Real Talk for Real Fundraisers, Jeff Schreifels is joined by Diana Frazier, Senior Client Experience Leader at Veritus Group, for a practical conversation about how fundraisers can use their CRM to strengthen donor relationships instead of just storing data. Jeff and Diana walk through the key elements that turn a donor database into a relationship-building engine. They explore why most CRMs were built for direct-response fundraising, what that means for major gift work, and how a few simple structural changes—like clear donor status codes, thoughtful tiering, and better donor profiles—can dramatically improve how you manage your caseload. They also talk about the often-overlooked details that make a real difference, from capturing a donor's story to tracking giving vehicles and building dashboards that actually help you prioritize your work each day. If you've ever felt like your CRM is slowing you down instead of helping you connect with donors, this episode will give you a clear path forward. Show Highlights: In this episode, you'll learn about… Why most donor databases are designed for direct response fundraising—and what that means for relationship-based fundraising How a clear donor status field helps you quickly understand where each donor stands in their engagement Why tiering donors is essential for focusing your time and energy where it matters most The importance of capturing a donor's story so relationships continue seamlessly over time Veritus Group is passionate about partnering with you and your organization throughout your fundraising journey. We believe that the key to transformative fundraising is a disciplined system and structure, trusted accountability, persistence, and a bit of fun. We specialize in mid-level fundraising, major gifts, and planned giving, helping our clients to develop compelling donor offers and to focus on strategic leadership and organizational development. You can learn more about how we can partner with you at www.VeritusGroup.com.   Additional Resources:   [Blog] What Is An MGO Actually Responsible For?  [White Paper]   New and Improved: Donor Engagment Plan [Blog] What Frontline Fundraisers Actually Need [Template] Free Donor Engagement Plan 

More leads do not always mean better leads.The way prospects submit information can change the quality of every inquiry. One setting inside Facebook Ads Manager can quietly shift the outcome.Welcome to Gym Marketing Made Simple, the show focused on cutting through the noise around gym growth. Each episode centers on practical marketing, sales, and leadership systems that help boutique gyms build steady momentum without guesswork or constant outreach.Episode HighlightsIn this episode, Blake Ruff breaks down the new Facebook Ads Manager option that allows campaigns to run with both website traffic and instant lead forms. Lead forms keep users on Facebook and can improve lead quality when SMS verification is enabled. Landing pages can produce stronger leads but require a clear, optimized website and a properly installed Facebook pixel for tracking. Using both options together allows advertisers to capture leads directly on Facebook while still sending qualified prospects to a websiteEpisode OutlineHow Facebook lead forms work and why they keep data inside FacebookThe role of SMS verification in improving lead qualityWhen sending traffic to a website can produce stronger leadsWhy is a properly installed Facebook pixel required for tracking conversionsHow to verify the pixel using the Facebook Pixel HelperSetting up higher-intent Facebook lead forms with required fields and privacy policyConnecting lead forms to a CRM for follow-up and nurturingRunning campaigns that allow users to choose between website visits and instant formsWhy website optimization matters before sending paid trafficEpisode Chapters00:00 Intro & Podcast Overview00:30 New Facebook Ads Feature: Website + Instant Forms01:10 Lead Forms Pros, Cons & SMS Verification02:15 Sending Traffic to Website vs Lead Forms03:10 Pixel Setup & Meta Pixel Helper04:15 Building a High-Intent Lead Form05:20 Using Website + Instant Forms Together06:30 Optimizing Website & Final Recommendations07:30 Closing & Call to ActionAction TakenTurn on SMS verification for Facebook lead forms to confirm submitted phone numbers and improve lead qualityInstall the Meta/Facebook pixel on the website and verify it using the Meta Pixel HelperEnsure the lead conversion pixel fires when a form is submittedCreate a Facebook lead form using higher-intent settings and required fields (name, email, phone)Include a privacy policy and clear CTA such as scheduling a free trialConnect the Facebook lead form to the CRM so leads enter the nurturing pipelineSelect the correct pixel and conversion event (“Lead”) when configuring Ads Manager campaignsReview and optimize the website before sending paid trafficConclusionLead forms and landing pages serve different roles inside Facebook advertising. Lead forms create a fast and simple path for prospects to submit their information, while landing pages allow deeper engagement for visitors who prefer to explore a website first. The strongest campaigns often use both. When supported by a properly installed pixel and a clear website experience, this combination improves lead tracking, lead quality, and overall campaign performance.CTAListen to the episode to understand how the website and instant forms feature works and how it can be applied inside Facebook Ads Manager.

In this episode of the FinTech Hunting Podcast, Michael Hammond sits down with Kortney Lane-Schafers of MMI (Mobility Market Intelligence) for a powerful conversation about where the mortgage industry is headed—and what still matters most as technology moves faster than ever.Yes, AI is changing the game.Yes, data is more available than ever.But here's the deeper question:In a market driven by automation, what still creates trust, momentum, and real growth?Kortney shares how MMI One is helping mortgage professionals turn data into action—not just reports, dashboards, or noise, but real business decisions around recruiting, retention, market expansion, customer outreach, and borrower opportunity.This episode goes beyond product talk. It gets to the heart of what many leaders are wrestling with right now:How do you use mortgage data in a way that is actually useful?What role should AI play in relationship-driven industries?How can lenders, servicers, banks, and credit unions better activate their databases?Why do authentic human relationships still outperform transactional selling?What makes an industry experience memorable instead of forgettable?Kortney also shares her perspective on why connection still matters, why the best networking is never just about selling, and how thoughtful experiences can create lasting impact across the mortgage and fintech ecosystem.If you work in mortgage, fintech, lending, servicing, banking, credit unions, proptech, sales, recruiting, or growth strategy, this conversation will give you both practical insight and a meaningful reminder:Technology may accelerate business, but relationships still move it forward.Key takeaways from IMB and why optimism is returning to mortgage in 2026What MMI One is and how it unifies mortgage data, communications, and monitoringHow lenders can use data for market growth, recruiting, retention, and referral developmentWhy actionable data matters more than just having more dataHow mortgage teams can use triggers and insights to deliver the right message at the right timeThe growing role of AI, automation, CRM integration, and credit monitoringWhy live events, networking, and authentic connection still matter in a digital-first worldHow meaningful experiences build stronger business relationships in mortgage and fintechKortney Lane-Schafers is a respected voice in mortgage and fintech, known for her work at MMI, her leadership in building authentic industry relationships, and her ability to connect data, strategy, and people in a way that creates real impact.The mortgage industry does not need more noise.It needs more clarity.More intentionality.And more leaders who understand that the future belongs to the organizations that can blend data, AI, and human connection the right way.If that's the future you're building toward, this episode is for you.Connect with Kortney Lane-Schafers on LinkedInLearn more about MMI: MMI.ioSubscribe to FinTech Hunting for more conversations with the leaders shaping mortgage, fintech, AI, marketing, growth, and the future of financial services.In this episode, we cover:About Kortney Lane-Schafers Why this conversation matters.###Michael Hammond, Founder of NexLevel Advisors, is the leading fractional CMO in mortgage and mortgage technology, specializing in AI-powered growth strategy and audience development.

Na trilha Farmer do CRM Zummit 2025, em Florianópolis, Iêza de Oliveira (LinkedIn) apresentou um framework prático para construir relacionamentos estratégicos em vendas enterprise. A especialista mostrou por que ter contatos no CRM não significa ter relacionamento, e como mapear stakeholders, alinhar métricas de sucesso e estruturar o multithreading para destravar a expansão de clientes B2B.

Send a textFear of clawbacks should never dictate advice. We take a clear, practical look at how protection commission choices indemnity, non‑indemnity (drip), and blended models shape cash flow, client outcomes, and the long‑term value of a self‑employed mortgage business. With plain‑English examples and simple rules you can apply today, we unpack what really changes when you shift from lump‑sum advances to steady monthly income.We start by demystifying indemnity: how two and four‑year periods work, why higher advances mean longer exposure, and how clawback can distort behavior if you are chasing short term spikes. Then we turn to non‑indemnity and show why drip income can smooth revenue, reduce stress, and often match or beat total indemnity over time. You will hear how recurring commissions fund admin support, marketing, and rent, and why a dependable base elevates your firm's valuation when you plan an exit.From there, we map out blended strategies that keep cash coming in while building stability. Set a simple premium threshold, split by product type, or decide case by case life cover on indemnity, income protection on drip so you are balancing immediacy with durability. We cover the operational moves that make it work: checking provider terms, planning for the transition dip, using your CRM to drive reviews, placing policies in trust, and protecting persistency to safeguard both clients and revenue.The heart of the episode is a mindset shift from transaction to stewardship. When you align commission structure with Consumer Duty and long‑term client care, you create better advice, better retention, and a calmer business you can scale. If this conversation resonates, take ten minutes after listening to review your commission mix and set one simple rule you will apply on your next protection case.Enjoyed the conversation? Subscribe, leave a review, and share this with a broker who needs a smarter approach to protection income.I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry #mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...

If you've ever thought about starting a mastermind, joining one, or simply creating a program that actually delivers, this episode is for you. Chris and I pull back the curtain on exactly what makes a mastermind not just sell out, but truly change lives, and why accountability, access, and giving your mastermind members a platform within the group changes the game. You'll learn how to design a program that keeps people engaged, creates lasting results, and builds a community that supports each other long after the calls end. If you're ready to grow your business, your impact, and your confidence in leading others, we're sharing how we've duplicated success in our programs so you can too.   Check out our Sponsors: OSEA - Give your skin a rest with clean, clinically tested skincare from OSEA. Get 10% off your first order sitewide with code EARN at OSEAMalibu.com Granola - Granola is an AI-powered notepad built for the way real people actually meet. Get three months free at granola.ai/EARN. Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS Why masterminds thrive when you create opportunities for leadership. How to help your mastermind members stay engaged and consistent. The sweet spot between access and avoiding burnout. Chris' secret to building better programs. How to design programs that deliver real, lasting results. How to create a mastermind that breeds for growth and collaboration. 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 Chris: @chriswharder Follow glōci: @getgloci

Most brands are quietly losing revenue because their web-to-app journey is broken.In this video, Steve P. Young (Founder of App Masters) breaks down:✅ Why ecommerce apps convert 3X higher than mobile web✅ How poor deep linking kills installs and revenue✅ Smart banner mistakes even big brands make✅ How Nike and Sephora handle web-to-app differently✅ How to fix your mobile growth funnel todayIf you're a growth marketer, lifecycle marketer, CRM manager, or ecommerce brand, this is one of the simplest levers you can pull to:✅ Increase app installs✅ Improve onboarding conversions✅ Reduce cart abandonment✅ Boost in-app revenue✅ Create seamless deep linking experiencesWe review real examples from Nike and Sephora to show what works, and where even billion-dollar brands leave money on the table.You'll also learn how smart deep linking solutions (like AppsFlyer's deep linking platform) can help you combine:✅ Direct app install from smart banners✅ Seamless product-level deep linking✅ Reduced friction from web to app✅ Better attribution and analyticsIf you're investing in paid traffic, CRM, email, or SMS but ignoring your web-to-app flow, you're likely losing significant revenue.Fix the funnel. Improve the journey. Increase app revenue.

As world events unfold and America first implications impact the economy and travel, how might U.S. hotels perform moving forward? What cities hold promise for investors and developers? Join show host and commercial broker Michael Bull, CCIM and Ryan Meliker with Lodging Analytics Research and Consulting as they pull back the curtain on the lodging industry.  TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.com Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/ Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/  

AI is not coming for sales. It is already here. In this episode of Sales Lead Dog, Victor Antonio joins us to break down what AI agents really mean for sales teams, sales leaders and the entire buying process. Victor's background is rare. Electrical engineering. MBA. Global sales leadership. President of global sales and marketing for a $420M company. VP of international sales for a Fortune 500 organization. Today, he is one of the most recognized sales educators in the world and author of The Future of Selling: The Rise of AI Agents. This conversation goes beyond ChatGPT. We dive into AI agents, agent-to-agent communication, model context protocols, and how buying behavior is changing faster than most sales teams realize. The biggest shift is not just how we sell. It is how customers buy. And most organizations are not ready.

In this conversation, Paul Blankley and Ryan Janssen, founders of Zenlytic, drop in to discuss the massive shift in how we build software and handle data. We trace their journey from studying early NLP and Transformers at Harvard right when the BERT paper dropped, to building a company that relies on cutting-edge LLMs. As far as I know, they're the first to use LLM's for analytics.We dive deep into the reality of the agentic era: engineers are no longer writing the bulk of the code; they are managing agents, verifying outputs, and maintaining ridiculously high standards. We also explore why the industry needs to embrace "net negative scaffolding" as models get smarter, and why having good "taste" might be the ultimate human moat left in tech.Bonus: To prove that software development is changing faster than ever, we literally "vibe coded" a brand-new CRM called "Slop Force" in 20 minutes during this episode. Zenlytic: https://www.zenlytic.com/

Are you figuring out every part of your business alone? Worry no more. In this episode, I sit down with some of the incredible coaches inside our Mentor Collective Mastermind (MCM), Melissa Dlugolecki, Alli and Matt Arruda, Andrea Sage, Jillian Murphy, Jim Carter III, Kristina Bartold and Lia Garvin to break down the strategies & mindset shifts to get more leads, build a strong brand, make the right hires, and MORE. These are the coaches who walk alongside our members, helping them solve real business challenges, build momentum, and stay accountable for the goals they're pursuing. Tune in and get ready to see what's possible when you stop building your business alone. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS 00:00 The marketing shifts that help entrepreneurs attract leads without more followers or paid ads. 07:30 How does brand play into buyer decision-making and marketing strategy? 10:45 How to stand out when AI is making everyone's content sound the same. 14:30 Why knowing what to do isn't the same as actually doing it. 20:15 What's the difference between motivation and accountability? 22:30 How your physical health affects your business growth and leadership. 25:00 Why do ambitious entrepreneurs still get stuck at the same level? 32:30 What legal protection is needed for online small businesses? 37:45 What to trademark in your business and when it's time to do it. 40:00 Tips to make your business sellable. 45:45 How do you consistently attract more audience and more leads? 47:45 How to create content that sells. 50:30 How to choose the best way to sell based on your strengths and your buyer's behavior. 56:45 The best place to start using AI so it actually adds value to your business. 01:03:45 What is an AI agent? 01:08:15 How AI “digital minds” can scale your knowledge and serve your audience 24/7. 01:18:00 Why building community online matters more than chasing follower counts. 01:20:00 Who should start a podcast?  01:29:30 When should you hire? 01:32:30 Why the right community and advisors can accelerate your business growth. RESOURCES Join Built for Bigger Summit Here and get clear on your message, how to scale your business, and finally bring your vision to life. 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 Melissa: @melissadlugolecki Follow Alli: @alliarruda Follow Matt: @matt_arruda Follow Andrea: @andreasagerlaw Follow Jillian: @thejillianmurphy Follow Jim: @jimcarterthethird Follow Kristina: @kristina.bartold Follow Lia: @lia.garvin

Today's show features: - Charlie Spradlin, Sales Director, Art Moehn Auto Group
 - Yogesh Darji, Founder & CEO of AgentDynamics - Michael Speigl, Dealer Principal of We Auto This episode is brought to you by: Experian Automotive – Nearly 90% of dealers are concerned about rising fraud, with 75% reporting a measurable impact on their operations. In the past year, 85% have suspected or confirmed fraud cases. The fix? Experian Automotive's Fraud Protect. Trust Experian to help protect your dealership. Learn more at https://www.experian.com/automotive/fraud-protect AgentDynamics – The AI-powered BDC platform helping dealerships win on speed-to-lead and long-term customer engagement. With full CRM and DMS integrations, it handles voice, SMS, and email communication in under 60 seconds. Visit http://agentdynamics.ai/cdg and use code CDGPOD to start your 30-day pilot. Check out Car Dealership Guy's stuff: CDG Circles ➤ ⁠https://cdgcircles.com/⁠ CDG News ➤ ⁠https://news.dealershipguy.com/⁠ CDG Jobs ➤ ⁠https://jobs.dealershipguy.com/⁠ CDG Recruiting ➤ ⁠https://www.cdgrecruiting.com/⁠ My Socials: X ➤ ⁠https://www.twitter.com/GuyDealership⁠ Instagram ➤ ⁠https://www.instagram.com/cardealershipguy/⁠ TikTok ➤ ⁠https://www.tiktok.com/@guydealership⁠ LinkedIn ➤⁠ https://www.linkedin.com/company/cardealershipguy/⁠ Threads ➤ ⁠https://www.threads.net/@cardealershipguy⁠ Facebook ➤⁠ https://www.facebook.com/profile.php?id=100077402857683⁠ Everything else ➤ ⁠dealershipguy.com

Send a textImagine a teammate who never sleeps, never burns out, and never forgets a playbook. That's the promise of modern AI agents, and we brought on Daniel Hindi, founder and CEO of Noem.ai, to unpack how teams move beyond clunky chatbots and into human-like, action-taking systems that actually sell, support, and scale.We start with the pain: SDR and CS turnover, endless retraining, and leaders dragged into low-leverage work. Daniel explains how agents flip the script—acting like a concierge that understands intent, personalizes paths, and executes tasks. Not just “here's a link,” but real actions: adding a lead to your CRM, sending a password reset, booking a call, or escalating a VIP with crisp context. The result is a smoother customer journey, faster resolutions, and humans freed up for deep work—discovery, expansion, and relationships.From there, we get tactical. Daniel breaks down the difference between chatbots and agents (autonomy and tooling), why build-vs-buy matters when AI changes weekly, and where ROI shows up first: conversion lifts from existing traffic, multilingual reach, and instant responses across web, SMS, WhatsApp, and social. We cover the hidden metric most teams miss—executive time—and how weekly sentiment and “state of the union” reports turn raw conversations into clear moves. Plus, a candid look at rollout failure modes, eliminating ambiguity in your briefs, and using training gaps to permanently strengthen SOPs.Getting started is fast: ingest your site, set clear goals and guardrails, integrate with your stack, and let the agent cook. Pricing scales with usage, not hype, so you can test without breaking the bank and expand as results compound. If you're ready to replace IVR-style friction with hospitality at scale—and give your team the headspace to grow—this conversation is your roadmap.If this episode hits a nerve, share it with a founder or operator who's stuck in the weeds, subscribe for more brand-building plays, and leave a review with the one task you'd offload to an AI agent first.Thanks for tuning in to this episode of Follow The Brand! We hope you enjoyed learning about the latest trends and strategies in Personal Branding, Business and Career Development, Financial Empowerment, Technology Innovation, and Executive Presence. To keep up with the latest insights and updates, visit 5starbdm.com. And don't miss Grant McGaugh's new book, First Light — a powerful guide to igniting your purpose and building a BRAVE brand that stands out in a changing world. - https://5starbdm.com/brave-masterclass/ See you next time on Follow The Brand!

You're at mid six figures, your calendar is full, and you're still grinding for $20,000 projects. Meanwhile, there are enterprise and mid-market contacts sitting in your CRM right now who could write $200,000 checks, and you haven't called them because the small deals feel safer. In this episode, I walk through the exact WHO decision that keeps most tech consultants stuck in the project grind, and why safe doesn't scale. I share how one consultant, stuck at mid six figures with deal sizes of $15,000 to $25,000, made one strategic shift to stop chasing referrals and start activating the mid-market relationships already in his network. Six months later, his deal size was 10x. If you've got the right contacts in your phone but keep defaulting to smaller, faster deals, this episode will make you reconsider who actually deserves your time.Resources and LinksApply for a Multiplier CallPrevious episode: 669 - The Pricing Gap Most Consultants MissCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

There's a lot of communication flying out of dealerships every single day and text messaging is often the fastest way to reach a customer. But if your messages look like everyone else's, they're going to be treated like everyone else's. "Just checking in" and "any questions?" isn't follow-up… it's noise. In this episode, Jen shares a creative tactic she's been using in her own follow-ups that's getting responses and turning heads! AI-generated images built directly from CRM notes and customer conversations. Instead of sending another plain text, Jen shows how you can create a visual message that proves you were paying attention. The customer's name, the vehicle they liked, details about their family, their interests, even a little humor, all layered into a custom image that feels personal and memorable. It's not about fancy graphics. It's about showing customers that you remember them and care about their situation. Jen explains how she started using these AI images in her own outreach, how the responses led her to start teaching the technique in her sales classes, and how teams are now using it as a fun internal contest to drive replies from customers. If your follow-up messages are getting ignored, the problem might not be the message, it might be the format.  This episode will show you how to change that! Dealer Talk with Jen Suzuki Podcast |

CJ sits down with Marshall Hawks, a 20-year veteran of venture lending and author of Venture Debt Deals. They cover the real rules of thumb behind deal sizing, why lenders underwrite likelihood of raising again (not breakout outcomes), how banks and private credit differ, the three real sources of repayment, and how to actually run a venture debt process without blowing your legal budget.---SPONSORS:Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjLINKS:Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNMarshall: https://www.linkedin.com/in/marshallhawks/Marshall's website: https://www.marshallhawks.comCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.comTIMESTAMPS:0:00 Preview and intro3:23 Marshall's background and the book4:47 Venture Deals as inspiration6:30 Companies Marshall has worked with6:49 The venture debt sweet spot8:01 Why venture debt follows equity raises10:55 The 25–40% rule of thumb12:08 AI companies and the limits of the rule13:58 Sponsors — Abacum | Brex | Metronome17:15 How lenders think vs. investors19:12 The three sources of repayment21:37 Venture debt and the AI boom23:52 Banks vs. private credit26:28 Sponsors — RightRev | Rillet | Tabs29:57 Private credit pricing and warrants33:04 Syndicated deals35:04 Legal timelines38:13 Who pays the legal bill?40:06 Why your GC shouldn't quarterback the deal41:30 What forecast to give your lender43:37 Reporting cadence45:57 Bad news should travel fast47:49 The Twitch case study50:19 Are we over our skis in 2026?54:50 Where to get Venture Debt Deals55:09 Credits

Eoin Clancy (VP of Growth at AirOps), Connor Beaulieu (Senior SEO Manager at LegalZoom), and Adina Timar (Head of AEO at Weflow) join this live session to talk about how to create high-quality content with AI. Connor walks through a workflow his team built at LegalZoom to automatically source expert quotes.. Adina shows how she rebuilds competitor pages from scratch using sales calls, LLM data, and live competitor analysis. And Eoin shares the research behind why content quality is now the single biggest lever in AI search. If you want to see what content engineering actually looks like in practice, this one is for you. Join 50,0000 people who get Dave's Newsletter here: https://www.exitfive.com/newsletterLearn more about Exit Five's private marketing community: https://www.exitfive.com/***Brought to you by:AirOps - The content engineering platform that helps marketers create and maintain high-quality, on-brand content that wins AI search. Go to airops.com/exitfive to start creating content that reflects your expertise, stays true to your brand, and is engineered for performance across human and AI discovery.Customer.io - An AI powered customer engagement platform that help marketers turn first-party data into engaging customer experiences across email, SMS, and push. Learn more at customer.io/exitfive. Convertr - The enterprise lead data management platform that sits between your lead sources and your CRM, automatically validating, enriching, and standardizing every lead before it touches your systems. Check them out at convertr.io/exitfive.Compound Growth Marketing - A full-funnel demand generation agency that helps high-growth cybersecurity, DevOps, and enterprise software companies drive more pipeline through AI SEO, paid media, and go-to-market engineering. Visit compoundgrowthmarketing.com and tell them Dave sent you.***Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.They give you unlimited podcast editing and strategy for your B2B podcast.Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.Visit hatch.fm to learn more

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Neste episódio do Vamos de Vendas, Gustavo Pagotto recebe Diego Cordovez, especialista em aquisição de clientes e geração de demanda, criador do Casts for Closers e cofundador da Meetime, para uma conversa profunda sobre como alinhar marketing e vendas usando dados, rituais e decisões baseadas em pipeline, e não apenas em volume de leads.Ao longo do episódio, Diego compartilha aprendizados de mais de uma década liderando marketing, pré-vendas e geração de demanda em empresas SaaS, além de explicar por que muitas operações falham ao priorizar métricas erradas. A conversa aborda como estruturar processos que conectem geração de demanda, qualificação e vendas de forma consistente, garantindo previsibilidade de receita e crescimento sustentável.

In today's episode of iGaming Daily, SBC Media Manager Charlie Horner is joined by SBC Media Director Martyn Elliott and special guest Leo Judkins, Founder of iGaming Leader Mastermind, as the trio discuss the hidden pressures of leadership in the iGaming industry and why even the most senior executives need support networks.Tune in to today's episode to find out:• Why leadership in iGaming can become increasingly isolating as you move up the ranks• The unique pressure of balancing commercial targets with strict regulatory compliance• How burnout, stress and imposter syndrome impact decision-making at the top• Why peer-led mastermind groups can help leaders find reassurance and clarity• Why embracing mistakes and vulnerability is essential for long-term growth and high performanceHost: Charlie HornerGuests: Martyn Elliott & Leo Judkins Producer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.To see how this approach comes to life, Optimove Connect returns to London on March 11 and 12, 2026. It is the only user conference where marketers from around the world share real-world results of Positionless Marketing driving efficiency and ROI. Register at connect.optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

EmailClub, c'est l'agence CRM et rétention leader en France !Réservez votre consultation stratégique gratuite juste ici : https://form.typeform.com/to/L66YE0kf?utm_source=lachapelleThomas et son équipe vous aideront à challenger votre setup actuel et à explorer de nouveaux canaux. Vous en repartirez avec de nouvelles idées et des recommandations concrètes !—Dans cet épisode de La Chapelle Radio, je reçois Jérémy Boué, cofondateur de Hydratis, la marque française qui s'est imposée comme une référence sur le marché de l'hydratation.En quelques années, Hydratis est passé d'une idée découverte en Australie à une startup présente dans plus de 12 000 pharmacies en France. Une croissance impressionnante qui s'est accélérée après leur passage dans Qui veut être mon associé ?.Avec Jérémy, on revient sur toute l'histoire : la naissance du projet, les débuts d'un marché qui n'existait pas encore en France, leur stratégie pour entrer massivement en pharmacie et la construction d'une marque devenue incontournable.On parle aussi des coulisses de leur hyper-croissance :• comment passer de 4 à 30 collaborateurs en un an• gérer l'arrivée des concurrents• structurer une entreprise qui grandit très vite• et construire une marque forte sur un marché en train de naître.Au programme :• La naissance d'Hydratis et l'idée venue d'Australie• Comment créer un marché qui n'existait pas• Leur stratégie pour entrer dans 12 000 pharmacies• L'impact de Qui veut être mon associé ?• Les défis de l'hyper-croissance• Leur vision pour révolutionner l'hydratationUn échange passionnant sur l'entrepreneuriat, la création de marque et la construction d'un leader sur un nouveau marché.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Episode 264 - Special Guest David Wachs of Hanywrytten - Why Handwritten Notes Still Win in an AI World What if you could automate the personal touch? In a world of inbox overload and AI everything, this episode shows you how to stand out with a simple, high-impact strategy: real handwritten notes—at scale. ✉️ Ian Cantle and the Marketing Guides team sit down with David Wachs, CEO and founder of Handwrytten, to unpack a practical system for cutting through digital noise, boosting follow-up, and building loyalty. From when to use handwritten notes (and when not to) to smart ways to automate without losing authenticity, this conversation delivers field-tested tactics you can put to work this week.

Unlock the secret to thriving in today's real estate market—without trying to be perfect or waiting for the “right” system. This episode features a seasoned real estate professional, Kevin Shoun, sharing his insights on market trends, AI integration, and building a successful, sustainable business. Kevin shares how simply starting and staying consistent can skyrocket your success, even if your CRM, follow-up system, or strategy is chaotic at first. His journey from part-time military agent to closing $20 million annually proves that progress isn't about perfection—it's about taking action. His story of persistence, shows that consistency beats perfection every time. In a landscape where many wait for market conditions to improve, Kevin's no-nonsense advice will inspire you to act now. Whether you're a newbie feeling overwhelmed or an experienced agent looking for fresh momentum, this episode will motivate you to start where you are and grow step by step! Links: Follow Kevin Shoun on Instagram Follow Sara Denig on Instagram  Follow Christina Leavenworth on Instagram  Follow Aaron Amuchastegui on Instagram  Get Hundreds of FREE Real Estate Tools From the Toolbox  Join the 2026 Mastermind: Get your tickets HERE! 

Have you ever bought a ticket to a show and wondered why the experience still feels strangely disconnected, with one app for ticketing, another for marketing, another for refunds, and a dozen spreadsheets held together by late nights and good intentions? In this episode of Tech Talks Daily, I'm joined by Ritesh Patel, co-founder of Ticket Fairy, to talk about the technology behind live events and why it has lagged behind other industries in some surprisingly familiar ways. Ritesh makes the case that most organizers are operating more like creative founders than corporate operators, building "mini cities" for a weekend with tiny teams, tight budgets, and very little margin for error. That reality shapes every technology decision, and it explains why fragmented tools and siloed data can become a hidden tax on the business. Ritesh walks me through Ticket Fairy's full stack approach, bringing ticketing, marketing, CRM, logistics, and payments into a single system, and why unifying data changes the economics of running an event. We dig into practical examples that go beyond vague AI talk, including how small workflow fixes can speed up entry, improve the on-site experience, and even translate into real revenue uplift once you multiply time savings across thousands of attendees. We also get into where AI agents and large language models are already finding a foothold in events, particularly around unstructured documents like artist specs, supplier agreements, and operational paperwork that can swallow hundreds of hours. Ritesh shares why "AI-native" should mean more than a writing assistant in a text box, and what it looks like when AI becomes an extension of a lean events team, including a prototype voice agent designed to handle common ticket-holder questions without creating new support bottlenecks. If you're interested in the real business mechanics of events, and how SaaS, payments, data, and AI can quietly shape everything from entry lines to repeat attendance, this conversation offers a fresh way to think about an industry that touches all of us, even when we don't think of it as a tech story. And as a bonus, Ritesh leaves a music recommendation that sent me back to an album I had not played in years, Burial's Untrue, with "Archangel" as the track to start with. After listening, tell me this, where do you think unified data and practical AI will make the biggest difference in live experiences over the next couple of years, on the promoter side or the fan side, and why?

Why do accounting firms work 70-80-hour workweeks during tax season, only to lose most of their leads anyway?Kristen McGarr, Founder and CSMO of Adroit Insights, breaks down a practical sales strategy for accountants that stabilizes growth within 30 days. She shares how a four-person accounting firm nearly tripled revenue while reducing weekly workload from 70 to 80 hours down to 50 to 60. Why 70 to 80 percent of leads often fall off during tax season, and how that creates unpredictable revenue cycles that make hiring and forecasting difficultInstead of selling harder, the firm built a simple system that delivered consistent outreach, stronger referrals, and up to 300% growth.This is part three of a series focused on helping accounting firms build predictable revenue without losing control during tax season.What You'll Learn:Why 70–80% of accounting leads fall off during tax seasonHow the sales rollercoaster hurts recurring revenueWhat the “Rule of Doubles” means for follow-up timingWhy most firms use a CRM without having a real sales processHow a 30-day system can stabilize growth and forecastingWhy automation should support people, not replace personalizationHow pipeline visibility builds confidence and reduces overworkWhat changed inside a four-person firm that led to 300% growthLearn More from Kristen McGarrNeed help fixing a CRM that sits unused or building a process that works during tax season? Learn more about Kristen McGarr and Adroit Insights: https://adroitinsights.comFollow Kristen for CRM implementation guidance built for accounting firmsLinkedIn: https://www.linkedin.com/in/kristendivineymcgarrResources:Connect with IanDownload a Tackle Box!Supercharge your marketing and grow your business with video case stories today!Subscribe to the YouTube Channel Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Friday Habit, host Mark Labriola II sits down with Jacob Hicks, a sales strategist and systems thinker passionate about helping entrepreneurs push past their comfort zones, master their time, and build businesses that last.Jacob shares his journey from a shy kid in small-town Iowa to a sales pro who's learned that the best approach to selling isn't closing hard — it's serving authentically. He breaks down the systems, follow-up strategies, and time management frameworks that help small business owners stop being "busy" and start being truly productive.

Send a textA shrinking market doesn't have to shrink your sales. We sit down with Canadian dealer Adam Bruno to unpack how he turned uncertainty into momentum using simple systems, steady follow-ups, and trust‑driven videos that make high‑ticket shed and cabin shells feel safe to buy—often without ever meeting the customer in person. Adam walks us through his journey from spreadsheets and crossed wires with his dad to a clean homegrown CRM and a daily rhythm that keeps quotes moving and phones ringing.We dig into the tactics that actually convert: short selfie intros, calm one‑take walk‑throughs on YouTube, and clear calls to action that push viewers to call or request a quote. Adam explains why he bypasses 3D configurators for many 40+ buyers and instead gathers details on a quick call, returning a custom quote that reflects regional realities like spray‑foam floors, dual‑pane windows, 2x6 walls, and upgraded overhead doors built for brutal winters. That local expertise becomes the edge, especially when buyers are choosing the person they trust over the logo on the brochure.You'll also hear how he trims automation to what helps—timely emails and text nudges—while keeping the human touch for late‑stage deals. Small details matter: logging travel notes in the CRM to ask “How was Mexico?” weeks later, answering calls at odd hours across time zones, and following up faster than competitors. We explore growth paths with higher‑margin add‑ons like hunting blinds, ramps, or stoves, plus the power of filming real‑world installs at lake lots and cabins to let prospects imagine themselves inside the build before they buy.If you want a practical blueprint to sell more with less chaos—especially when demand softens—this conversation gives you the moves to make now. For more information or to know more about the Shed Geek Podcast visit us at our website.Would you like to receive our weekly newsletter?  Sign up on our website.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: Shed ProMaking Sales SimpleCALPlayMor PlaysetsIfab

In today's real estate market, negotiation is no longer optional — it's survival.Sellers are anchored to yesterday's prices. Buyers are looking for deals. Multiple agents are competing for the same listings. And commission pressure is rising across the industry.So how do you protect your deals, your value, and your confidence when the stakes are high?In Episode 375 of The MindShare Podcast, David Greenspan sits down with globally recognized negotiation expert Fotini Iconomopoulos, keynote speaker and author of Say Less, Get More.Fotini teaches entrepreneurs, sales professionals, and leadership teams around the world — including executives at Microsoft, Rolls-Royce, and Walmart — how to negotiate effectively in high-stakes conversations.In this conversation, Fotini breaks down the psychology, strategy, and communication skills that separate average negotiators from top performers — and how real estate professionals can apply these techniques immediately in their business.Because in this market, negotiation isn't about being aggressive.It's about preparation, emotional intelligence, and knowing how to hold your ground when it matters most.4:53 — The 5 Steps to NegotiationFotini explains the framework she teaches executives and leadership teams worldwide.12:09 — The #1 Negotiation Mistake Realtors MakeWhy agents lose money and credibility in negotiations.14:19 — Why Emotion Hijacks Logic Under PressureWhat happens psychologically during high-stakes negotiations.17:32 — Which Negotiation Step Matters Most in Today's MarketHow to gain leverage when buyers and sellers are dug in.18:41 — The Anchoring EffectWho should put the first number on the table and why it matters.23:31 — Are You Already Negotiating From Behind?What happens when agents wait for the other side to speak first.26:43 — Protecting Your CommissionPractical strategies for handling commission negotiations during listing presentations.34:22 — Setting Up an Offer to WinThe two powerful words that can change a negotiation before price becomes the issue.41:53 — Why Presenting Three Options WorksHow choice architecture improves negotiation outcomes.47:21 — Why Round Numbers Weaken Your Position50:48 — Why You Should Never Say “I Think” in Negotiations55:14 — Managing Stress in High-Stakes Conversations59:33 — Biggest Myth About Negotiation59:43 — One Phrase Every Agent Should Remove59:53 — One Habit That Instantly Improves Negotiation Results1:00:12 — What Separates Top Negotiators1:00:39 — What to Say to Anyone Who Says “I Can't”This episode is sponsored by:KiTS Keep-in-Touch SystemsA powerful marketing and lead generation CRM built specifically for real estate professionals.REM – Real Estate MagazineCanada's premier publication delivering real estate news, commentary, and industry insights.Learn MoreWebsite: https://mindshare101.comPodcast: The MindShare PodcastCoaching Community: MindShare Collective

In DisrupTV Episode 430, R "Ray" Wang and Vala Afshar explore the next evolution of business value: the Transformation Economy. Joe Pine, co-author of The Experience Economy, explains why companies must move beyond staging memorable experiences and start guiding customers toward meaningful outcomes—helping them become healthier, wiser, more successful, or more purposeful. Later in the episode, CRM leaders Paul Greenberg and Brent Leary connect these ideas to real-world customer experience strategies, highlighting why convenience, community, and human-centered design still matter in an AI-driven world. From AI-powered personalization to purpose-driven business models, this episode explores how organizations can design experiences that don't just engage customers—but transform them.

Feel overwhelmed with strategies to grow your business and don't know where to start? If you've been consuming podcasts, courses, and content but still not seeing the momentum you want, this episode is for you. In this quickie, I break down why information does NOT equal integration and why learning more is often the very thing keeping you overwhelmed, stuck, and avoiding the actions that actually grow your business. I share the real reason so many people struggle to implement what they know, what's happening in your brain when you're overloaded with information, and the 3 things that will help you finally move from learning mode into execution mode. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS Why consuming more information might actually be keeping you stuck. How to finally implement what your business needs to grow. The real reason entrepreneurs stay in “learning mode” instead of taking action. What happens in your brain when you're overloaded with information. How decision fatigue secretly kills momentum in business. The 3 things you need to move from overwhelmed to executing. Why clarity is the fastest way to build confidence and momentum. How being in the right rooms can fast track your success. RESOURCES Join Built for Bigger Summit Here and get clear on your message, how to scale your business, and finally bring your vision to life.  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

In this second installment of the "Let's Go to Boston" solo series, Nik recounts how a simple Boston–Atlanta–Orlando day turns into a CRM decathlon as he and his First Officer battle a snowstorm, runway changes, reroutes, and critical fuel calculations. Nik pulls back the curtain on how captains think about fuel margins, FAR 117 duty limits, and why "slow is pro" when the workload spikes. Whether you're a current or aspiring airline pilot, this episode will sharpen how you think about risk and communication, and enhance your ability to make boring, safe decisions on chaotic days. CONNECT WITH US Are you ready to take your preparation to the next level? Don't wait until it's too late. Use the promo code "R4P2026" and save 10% on all our services. Check us out at www.spitfireelite.com! If you want to recommend someone to guest on the show, email Nik at podcast@spitfireelite.com, and if you need a professional pilot resume, go to www.spitfireelite.com/podcast/ for FREE templates! SPONSOR Are you a pilot just coming out of the military and looking for the perfect second home for your family? Look no further! Reach out to Marty and his team by visiting www.tridenthomeloans.com to get the best VA loans available anywhere in the US. Be ready for takeoff anytime with 3D-stretch, stain-repellent, and wrinkle-free aviation uniforms by Flight Uniforms. Just go to www.flightuniform.com and type the code SPITFIREPOD20 to get a special 20% discount on your first order. #Aviation #AviationCareers #aviationcrew #AviationJobs #AviationLeadership #AviationEducation #AviationOpportunities #AviationPodcast #AirlinePilot #AirlineJobs #AirlineInterviewPrep #flying #flyingtips #PilotDevelopment #PilotFinance #pilotcareer #pilottips #pilotcareertips #PilotExperience #pilotcaptain #PilotTraining #PilotSuccess #pilotpodcast #PilotPreparation #Pilotrecruitment #flightschool #aviationschool #pilotcareer #pilotlife #pilot #cagemarshall #interview #interviewprep #interviewpreparation

What if the stress you feel at work isn't just about deadlines or difficult bosses, but about your attachment style? In this episode, I'm joined by Dr. Jack Hinman, founder and executive director of Engage Young Adult Transitions, to talk about how the patterns you develop in early childhood show up in your leadership, ambition, anxiety, and burnout. We break down secure, preoccupied, and avoidant attachment styles, how they influence the way you handle feedback and uncertainty, and why your “relationship operating system” doesn't stop at home. Tune in to understand your patterns and learn how to lead from connection instead of fear. Check out our sponsors: Northwest Registered Agent - Protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/achieverfree Shopify - Sign up for a $1 per month trial, just go to http://shopify.com/anxiousachiever Talkiatry - Head to http://talkiaitry.com/achiever and complete the short assessment to get matched with an in network psychiatrist in just a few minutes. Working Genius - Take the working genius assessment today and get 20% off with code ACHIEVER at working http://genius.com Brevo - Meet brevo, the all in one marketing and CRM platform built to help you connect with customers, boost engagement and grow your business smarter. Go to brevo.com/achiever and use code ACHIEVER50 for 50% off.  In this Episode, You Will Learn 00:00 The heartbreaking monkey experiment that shaped attachment theory. 06:30 What's the difference among secure, preoccupied, avoidant, and disorganized styles? 10:00 What happens when a preoccupied employee has an avoidant boss. 11:15 How does avoidant attachment show up in leadership? 15:45 What “secure” actually looks like at work. 18:45 How to “own the dynamic” in difficult workplace relationships. 20:30 Self-awareness is the foundation of good leadership. 23:00 Why uncertainty and change activate attachment patterns. 25:15 Why connection is both the outcome and the intervention. 28:45 What happens when two anxious leaders feed each other's stress. 31:15 Why “anchors” are essential for healing attachment patterns. 34:45 Tools to regulate attachment triggers. Resources + Links Learn more about Dr. Jack Hinman and Engage Young Adult Transitions HERE! Learn more about Dialectical Behavior Therapy (DBT) skills and resources HERE! Get a copy of my book - The Anxious Achiever Watch the podcast on YouTube  Find more resources on our website morraam.com Follow Follow me: on LinkedIn @morraaronsmele + Instagram @morraam

I spent an afternoon at Ramsey Solutions in Tennessee with Jason Williams, Vice President of Sales for the EntreLeadership Division. What stood out wasn’t the size of the operation or the fancy building. It was walking into a room where sales reps genuinely wanted to talk to their leader. Most sales floors feel like number factories. Reps avoid their managers. One-on-ones get rescheduled. And everyone wonders why performance stays flat despite “investing in our people.” Sales leaders say coaching matters. They talk about developing talent. Then they spend their days staring at dashboards and asking why the team isn’t getting better. Real sales coaching looks nothing like what most organizations call coaching. And after watching Jason work, I’m reminded why so few leaders actually get this right. What Sales Coaching Actually Looks Like Jason told me about one of his reps who started missing quota. Here’s what usually happens: Manager pulls up the CRM, points at red pipeline metrics, asks what happened. The conversation goes nowhere. Rep gets defensive, makes excuses, promises to work harder. Nothing changes. Jason took a different approach. He asked about his rep’s life. Turned out he was stressed about buying his first house. That weight was bleeding into his work, affecting his confidence on calls, making him hesitant to push for commitments. So Jason got into the field with him. He listened to calls. He rode along on appointments. He watched where deals were actually stalling. Then they debriefed what he observed. “Here’s what happens when pricing comes up.” “Let’s tighten how you handle that objection.” Zero mention of quota or pipeline metrics. The rep turned it around because someone cared enough to understand what was broken and help him fix it. That’s what coaching looks like. Managers react to outcomes they can’t change. Coaches focus on behaviors that create future outcomes. Why Most Leaders Don’t Coach The biggest barrier isn’t that leaders don’t want to coach. Most genuinely do. The problem is they don’t know what they’re looking for because they never see their reps in action. Think about last week. How many discovery calls did you listen to? How many demos did you observe? How many customer meetings did you attend just to watch your rep work? If the answer is zero, you’re coaching from spreadsheets instead of reality. You’re looking at lag indicators (closed deals, pipeline value, activity counts) and trying to diagnose skill gaps without ever seeing the skills in action. Jason blocks time every week to observe his reps. He's not there to supervise them or take over calls. Just to watch. Then the coaching becomes specific. He can say, “when that prospect brought up budget concerns, you deflected instead of asking questions,” instead of just “you need to handle objections better.” You can’t coach what you don’t see.  The second barrier is culture. In typical organizations, admitting weakness feels dangerous. You’re supposed to be confident, crushing it, always having answers. So problems stay hidden until they show up in the numbers. By then, it’s too late to coach. You’re in damage control. Creating an Environment Where Problems Surface Early Jason builds what he calls a “safe space” for his team. When a rep is struggling, he starts the conversation with curiosity instead of judgment. He asks open questions about what they’re experiencing, where they’re getting stuck, what feels hard right now. When reps admit struggles, he treats it as useful information, not a character flaw. A rep says, “I’m nervous on C-suite calls,” and Jason’s response is “okay, let’s work on that,” not “you shouldn’t be nervous.” Then he follows through. If someone admits they’re stuck, he actually helps them. He role-plays the situation. He rides along on the next similar call. He provides tools and frameworks. The rep sees that honesty led to help, not punishment. Over time, reps learn that surfacing problems early gets them solved. Hiding problems just makes things worse. So they start talking about what’s actually happening instead of pretending everything is fine while their numbers slide. The first time someone admits a weakness and you respond with frustration, you train the entire team to stay quiet. Managers say they want transparency. Few consistently reward it. How to Actually Build a Coaching Culture If you want to coach instead of manage, you have to make developing people the primary job.  Jason is clear that his main responsibility is making his reps better. Everything else supports that goal. Pipeline reviews and forecasting matter, but they exist to serve sales coaching, not the other way around. Protecting coaching time is non-negotiable. One hour per rep per week, minimum. When conflicts come up, the internal meeting gets moved, not the coaching session. Getting better at coaching matters too. Most of us got promoted because we were individual contributors. Nobody taught us how to develop other people. So we replicate whatever leadership we experienced, which is usually mediocre. Your reps practice selling every day. You should practice coaching. Role-play difficult conversations with your peers. Practice giving feedback. Work on observation skills. Treat coaching like the professional skill it is. And you have to measure what matters. If you only track team revenue, you’ll optimize for short-term numbers at the expense of development. Start measuring coaching conversations. Track whether your reps are improving on specific skills. Monitor how long it takes new hires to ramp. When I walked through Ramsey Solutions that day, I could feel the difference. Reps weren’t avoiding their leader. Retention was better. Performance was compounding over time instead of bouncing around based on whoever happened to be hot that quarter. What Happens Next Look at your calendar from last week. How much time did you spend observing your reps versus reviewing their numbers? How many true coaching conversations did you have versus pipeline reviews? If that ratio doesn't reflect what you say your priorities are, you've found the gap. Your reps don't need another dashboard. They need a leader who sees the work, understands where it's breaking down, and knows how to help them improve. Sales coaching isn't reacting to results. It's shaping the behaviors that create them. The question is whether you're willing to make that your real job. — Ready to build a stronger sales team? Download our FREE Small Business Guide to Sales Training and get the framework for developing high-performing reps.

The Brandons are back!After a brief pause from releasing new episodes, Brandon Schoen and Brandon Condrey return to the Profit Cleaners Podcast to explain why they went dark—and what they've been building behind the scenes.Rather than stepping away from the business, the past few months have been spent working deeply on the operations of their real-world cleaning company, Sandia Green Clean, refining systems, upgrading infrastructure, and preparing the next phase of growth.In this episode, the Brandons share a candid look at what it takes to run and evolve a $5 million cleaning business nearly a decade in. From expanding their workspace and solving operational bottlenecks to rethinking their marketing strategy and replacing outdated software that was slowing their team down, they discuss the continuous improvements required to keep a growing company running efficiently.They also discuss the importance of regularly revisiting business systems, why technology should accelerate your operations rather than slow them down, and how their team is beginning to explore AI tools to improve efficiency while enhancing the customer experience.Finally, the Brandons preview what's ahead for the podcast, including their upcoming Future-Proof Cleaning Business series, where they will share practical insights and lessons from the strategies they are actively implementing inside their company.For cleaning business owners looking to strengthen operations, upgrade systems, and build a business designed for long-term growth, this episode offers a transparent look at what happens behind the scenes. Listen now!And for more strategies to grow your cleaning business, access the free training → profitcleaners.com/masterclass Highlights:(00:14) The Brandons return and explain why the podcast took a short break.(02:06) What's ahead for Profit Cleaners and the direction of the podcast moving forward.(03:39) Reflections on nearly a decade of building and operating a $5M cleaning company.(04:54) Expanding operations by acquiring additional workspace and upgrading infrastructure.(07:16) Reevaluating paid advertising strategies to improve long-term marketing ROI.(07:54) The renewed focus on organic marketing and local community partnerships.(08:01) Why the team is transitioning away from their long-time CRM platform.(10:20) The need for growing businesses to adapt systems as operations scale.(11:10) Exploring how AI can enhance productivity and support customer experience.(12:26) Introducing the upcoming Future-Proof Cleaning Business series.Links/Resources Mentioned:Profit Cleaners Website Watch the FREE Masterclass: https://profitcleaners.com/masterclass)Join the FREE Facebook community: https://www.facebook.com/groups/profitcleaners/

Is partner marketing the missing link in your growth strategy? This week, we sit down with Molly Shunney, Director of Partner Marketing & Operations at CNN, to explore how she navigated a career path from scrappy tech startups to some of the world's most iconic media brands. Molly breaks down the "startup instinct"—the ability to solve problems without a playbook—and how she uses that agility to drive digital subscriptions in a legacy corporate environment. We dive deep into the "Nucleus Effect" of partner marketing, the enduring power of owned media, and why your ability to build authentic internal relationships is a high-performance superpower. If you've ever felt "job-hop shame" or wondered how to pivot your skill set into a new niche, Molly's perspective on "collecting the dots before you connect them" is exactly what you need to hear.Key Takeaways:// How to maintain a "bias for action" and creative problem-solving skills when moving into a large-scale, structured organization.// Understanding the role of a partner marketer as the bridge between brands and internal cross-functional teams (Creative, CRM, Legal).// Why email and lifecycle marketing remain the "luxurious" testing grounds for revenue and retention compared to the surgical constraints of paid media.// The tactical value of becoming a "subject matter expert" on your partners to build deeper trust and more aligned co-marketing strategies.// Re-framing a non-linear career path not as "job hopping," but as an essential period of gathering diverse skills that make you a more versatile leader.// Why authenticity and genuine rapport are the only ways to get complex deals done and maintain internal support for new initiatives.Connect with Molly: Instagram____Join the MHH Collective! The MHH Collective is a community for marketers and business owners to connect, ask real questions, and grow their careers together. Join for access to live Q&As with industry experts, a private Slack community, and ongoing resources: https://www.marketinghappyhr.com/mhh-collectiveSay hi! DM us on Instagram and let us know what content you want to hear on the show - We can't wait to hear from you! Please also consider rating the show and leaving a review, as that helps us tremendously as we move forward in this Marketing Happy Hour journey and create more content for all of you. ⁠Join the MHH Collective: ⁠Join now⁠Get the latest marketing trends, open jobs and MHH updates, straight to your inbox: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our email list!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow MHH on Social: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The reception to our recent post on Code Reviews has been strong. Catch up!Amid a maelstrom of discussion on whether or not AI is killing SaaS, one of the top publicly listed SaaS companies in the world has just reported record revenues, clearing well over $1.1B in ARR for the first time with a 28% margin. As we comment on the pod, Aaron Levie is the rare public company CEO equally at home in both worlds of Silicon Valley and Wall Street/Main Street, by day helping 70% of the Fortune 500 with their Enterprise Advanced Suite, and yet by night is often found in the basements of early startups and tweeting viral insights about the future of agents.Now that both Cursor, Cloudflare, Perplexity, Anthropic and more have made Filesystems and Sandboxes and various forms of “Just Give the Agent a Box” cool (not just cool; it is now one of the single hottest areas in AI infrastructure growing 100% MoM), we find it a delightfully appropriate time to do the episode with the OG CEO who has been giving humans and computers Boxes since he was a college dropout pitching VCs at a Michael Arrington house party.Enjoy our special pod, with fan favorite returning guest/guest cohost Jeff Huber!Note: We didn't directly discuss the AI vs SaaS debate - Aaron has done many, many, many other podcasts on that, and you should read his definitive essay on it. Most commentators do not understand SaaS businesses because they have never scaled one themselves, and deeply reflected on what the true value proposition of SaaS is.We also discuss Your Company is a Filesystem:We also shoutout CTO Ben Kus' and the AI team, who talked about the technical architecture and will return for AIE WF 2026.Full Video EpisodeTimestamps* 00:00 Adapting Work for Agents* 01:29 Why Every Agent Needs a Box* 04:38 Agent Governance and Identity* 11:28 Why Coding Agents Took Off First* 21:42 Context Engineering and Search Limits* 31:29 Inside Agent Evals* 33:23 Industries and Datasets* 35:22 Building the Agent Team* 38:50 Read Write Agent Workflows* 41:54 Docs Graphs and Founder Mode* 55:38 Token FOMO Culture* 56:31 Production Function Secrets* 01:01:08 Film Roots to Box* 01:03:38 AI Future of Movies* 01:06:47 Media DevRel and EngineeringTranscriptAdapting Work for AgentsAaron Levie: Like you don't write code, you talk to an agent and it goes and does it for you, and you may be at best review it. That's even probably like, like largely not even what you're doing. What's happening is we are changing our work to make the agents effective. In that model, the agent didn't really adapt to how we work.We basically adapted to how the agent works. All of the economy has to go through that exact same evolution. Right now, it's a huge asset and an advantage for the teams that do it early and that are kinda wired into doing this ‘cause you'll see compounding returns. But that's just gonna take a while for most companies to actually go and get this deployed.swyx: Welcome to the Lane Space Pod. We're back in the chroma studio with uh, chroma, CEO, Jeff Hoover. Welcome returning guest now guest host.Aaron Levie: It's a pleasure. Wow. How'd you get upgraded to, uh, to that?swyx: Because he's like the perfect guy to be guest those for you.Aaron Levie: That makes sense actually, for We love context. We, we both really love context le we really do.We really do.swyx: Uh, and we're here with, uh, Aaron Levy. Welcome.Aaron Levie: Thank you. Good to, uh, good to be [00:01:00] here.swyx: Uh, yeah. So we've all met offline and like chatted a little bit, but like, it's always nice to get these things in person and conversation. Yeah. You just started off with so much energy. You're, you're super excited about agents.I loveAaron Levie: agents.swyx: Yeah. Open claw. Just got by, got bought by OpenAI. No, not bought, but you know, you know what I mean?Aaron Levie: Some, some, you know, acquihire. Executiveswyx: hire.Aaron Levie: Executive hire. Okay. Executive hire. Say,swyx: hey, that's my term. Okay. Um, what are you pounding the table on on agents? You have so many insightful tweets.Why Every Agent Needs a BoxAaron Levie: Well, the thing that, that we get super excited by that I think is probably, you know, should be relatively obvious is we've, we've built a platform to help enterprises manage their files and their, their corporate files and the permissions of who has access to those files and the sharing collaboration of those files.All of those files contain really, really important information for the enterprise. It might have your contracts, it might have your research materials, it might have marketing information, it might have your memos. All that data obviously has, you know, predominantly been used by humans. [00:02:00] But there's been one really interesting problem, which is that, you know, humans only really work with their files during an active engagement with them, and they kind of go away and you don't really see them for a long time.And all of a sudden, uh, with the power of AI and AI agents, all of that data becomes extremely relevant as this ongoing source of, of answers to new questions of data that will transform into, into something else that, that produces value in your organization. It, it contains the answer to the new employee that's onboarding, that needs to ramp up on a project.Um, it contains the answer to the right thing to sell a customer when you're having a conversation to them, with them contains the roadmap information that's gonna produce the next feature. So all that data. That previously we've been just sort of storing and, and you know, occasionally forgetting about, ‘cause we're only working on the new active stuff.All of that information becomes valuable to the enterprise and it's gonna become extremely valuable to end users because now they can have agents go find what they're looking for and produce new, new [00:03:00] value and new data on that information. And it's gonna become incredibly valuable to agents because agents can roam around and do a bunch of work and they're gonna need access to that data as well.And um, and you know, sometimes that will be an agent that is sort of working on behalf of, of, of you and, and effectively as you as and, and they are kind of accessing all of the same information that you have access to and, and operating as you in the system. And then sometimes there's gonna be agents that are just.Effectively autonomous and kind of run on their own and, and you're gonna collaborate and work with them kind of like you did another person. Open Claw being the most recent and maybe first real sort of, you know, kind of, you know, up updating everybody's, you know, views of this landscape version of, of what that could look like, which is, okay, I have an agent.It's on its own system, it's on its own computer, it has access to its own tools. I probably don't give it access to my entire life. I probably communicate with it like I would an assistant or a colleague and then it, it sort of has this sandbox environment. So all of that has massive implications for a platform that manage that [00:04:00] enterprise data.We think it's gonna just transform how we work with all of the enterprise content that we work with, and we just have to make sure we're building the right platform to support that.swyx: The sort of shorthand I put it is as people build agents, everybody's just realizing that every agent needs a box. Yes.And it's nice to be called box and just give everyone a box.Aaron Levie: Hey, I if I, you know, if we can make that go viral, uh, like I, I think that that terminology, I, that's theswyx: tagline. Every agentAaron Levie: needs a box. Every agent needs a box. If we can make that the headline of this, I'm fine with this. And that's the billboard I wanna like Yeah, exactly.Every agent needs a box. Um, I like it. Can we ship this? Like,swyx: okay, let's do it. Yeah.Aaron Levie: Uh, my work here is done and I got the value I needed outta this podcast Drinks.swyx: Yeah.Agent Governance and IdentityAaron Levie: But, but, um, but, but, you know, so the thing that we, we kind of think about is, um, is, you know, whether you think the number 10 x or a hundred x or whatever the number is, we're gonna have some order of magnitude more agents than people.That's inevitable. It has to happen. So then the question is, what is the infrastructure that's needed to make all those agents effective in the enterprise? Make sure that they are well governed. Make sure they're only doing [00:05:00] safe things on your information. Make sure that they're not getting exposed. The data that they shouldn't have access to.There's gonna be just incredibly spectacularly crazy security incidents that will happen with agents because you'll prompt, inject an agent and sort of find your way through the CRM system and pull out data that you shouldn't have access to. Oh, weJeff Huber: have God,Aaron Levie: right? I mean, that's just gonna happen all over the place, right?So, so then the thing is, is how do you make sure you have the right security, the permissions, the access controls, the data governance. Um, we actually don't yet exactly know in many cases how we're gonna regulate some of these agents, right? If you think about an agent in financial services, does it have the exact same financial sort of, uh, requirements that a human did?Or is it, is the risk fully on the human that was interacting or created the agent? All open questions, but no matter what, there's gonna need to be a layer that manages the, the data they have access to, the workflows that they're involved in, pulling up data from multiple systems. This is the new infrastructure opportunity in the era of agents.swyx: You have a piece on agent identities, [00:06:00] which I think was today, um, which I think a lot of breaking news, the security, security people are talking about, right? Like you basically, I, I always think of this as like, well you need the human you and then there you need the agent. YouAaron Levie: Yes.swyx: And uh, well, I don't know if it's that simple, but is box going to have an opinion on that or you're just gonna be like, well we're just the sort of the, the source layer.Yeah. Let's Okta of zero handle that.Aaron Levie: I think we're gonna have an opinion and we will work with generally wherever the contours of the market end up. Um, and the reason that we're gonna have an opinion more than other topics probably is because one of the biggest use cases for why your agent might need it, an identity is for file system access.So thus we have to kind of think about this pretty deeply. And I think, uh, unless you're like in our world thinking about this particular problem all day long, it might be, you know, like, why is this such a big deal? And the reason why it's a really big deal is because sometimes sort of say, well just give the agent an, an account on the system and it just treats, treat it like every other type of user on the system.The [00:07:00] problem is, is that I as Aaron don't really have any responsibility over anybody else's box account in our organization. I can't see the box account of any other employee that I work with. I am not liable for anything that they do. And they have, I have, I have, you know, strict privacy requirements on everything that they're able to, you know, that, that, that they work on.Agents don't have that, you know, don't have those properties. The person who creates the agent probably is gonna, for the foreseeable future, take on a lot of the liability of what that agent does. That agent doesn't deserve any privacy because, because it's, you know, it can't fully be autonomously operated and it doesn't have any legal, you know, kind of, you know, responsibility.So thus you can't just be like, oh, well I'll just create a bunch of accounts and then I'll, I'll kind of work with that agent and I'll talk to it occasionally. Like you need oversight of that. And so then the question is, how do you have a world where the agent, sometimes you have oversight of, but what if that agent goes and works with other people?That person over there is collaborating with the agent on something you shouldn't have [00:08:00] access to what they're doing. So we have all of these new boundaries that we're gonna have to figure out of, of, you know, it's really, really easy. So far we've been in, in easy mode. We've hit the easy button with ai, which is the agent just is you.And when you're in quad code and you're in cursor, and you're in Codex, you're just, the agent is you. You're offing into your services. It can do everything you can do. That's the easy mode. The hard mode is agents are kind of running on their own. People check in with them occasionally, they're doing things autonomously.How do you give them access to resources in the enterprise and not dramatically increased the security risk and the risk that you might expose the wrong thing to somebody. These are all the new problems that we have to get solved. I like the identity layer and, and identity vendors as being a solution to that, but we'll, we'll need some opinions as well because so many of the use cases are these collaborative file system use cases, which is how do I give it an agent, a subset of my data?Give it its own workspace as well. ‘cause it's gonna need to store off its own information that would be relevant for it. And how do I have the right oversight into that? [00:09:00]Jeff Huber: One thing, which, um, I think is kind interesting, think about is that you know, how humans work, right? Like I may not also just like give you access to the whole file.I might like sit next to you and like scroll to this like one part of the file and just show you that like one part and like, you know,swyx: partial file access.Jeff Huber: I'm just saying I think like our, like RA does seem to be dead, right? Like you wanna say something is dead uhhuh probably RA is dead. And uh, like the auth story to me seems like incredibly unsolved and unaddressed by like the existing state of like AI vendors.ButAaron Levie: yeah, I think, um, we're, I mean you're taking obviously really to level limit that we probably need to solve for. Yeah. And we built an access control system that was, was kind of like, you know, its own little world for, for a long time. And um, and the idea was this, it's a many to many collaboration system where I can give you any part of the file system.And it's a waterfall model. So if I give you higher up in the, in the, in the system, you get everything below. And that, that kind of created immense flexibility because I can kind of point you to any layer in the, in the tree, but then you're gonna get access to everything kind of below it. And that [00:10:00] mostly is, is working in this, in this world.But you do have to manage this issue, which is how do I create an agent that has access to some of my stuff and somebody else's stuff as well. Mm-hmm. And which parts do I get to look at as the creator of the agent? And, and these are just brand new problems? Yeah. Crazy. And humans, when there was a human there that was really easy to do.Like, like if the three of us were all sharing, there'd be a Venn diagram where we'd have an overlapping set of things we've shared, but then we'd have our own ways that we shared with each other. In an agent world, somebody needs to take responsibility for what that agent has access to and what they're working on.These are like the, some of the most probably, you know, boring problems for 98% of people on, on the internet, but they will be the problems that are the difference between can you actually have autonomous agents in an enterprise contextswyx: Yeah.Aaron Levie: That are not leaking your data constantly.swyx: No. Like, I mean, you know, I run a very, very small company for my conference and like we already have data sensitivity issues.Yes. And some of my team members cannot see Yes. Uh, the others and like, I can't imagine what it's like to run a Fortune 500 and like, you have to [00:11:00] worry about this. I'm just kinda curious, like you, you talked to a lot like, like 70, 80% of your cus uh, of the Fortune 500, your customers.Aaron Levie: Yep. 67%. Just so we're being verySEswyx: precise.So Yeah. I'm notAaron Levie: Okay. Okay.swyx: Something I'm rounding up. Yes. Round up. I'm projecting to, forAaron Levie: the government.swyx: I'm projecting to the end of the year.Aaron Levie: Okay.swyx: There you go.Aaron Levie: You do make it sound like, like we, we, well we've gotta be on this. Like we're, we're taking way too long to get to 80%. Well,swyx: no, I mean, so like. How are they approaching it?Right? Because you're, you don't have a, you don't have a final answer yet.Why Coding Agents Took Off FirstAaron Levie: Well, okay, so, so this is actually, this is the stark reality that like, unfortunately is the kinda like pouring the water on the party a little bit.swyx: Yes.Aaron Levie: We all in Silicon Valley are like, have the absolute best conditions possible for AI ever.And I think we all saw the dke, you know, kind of Dario podcast and this idea of AI coding. Why is that taken off? And, and we're not yet fully seeing it everywhere else. Well, look, if you just like enumerated the list of properties that AI coding has and then compared it to other [00:12:00] knowledge work, let's just, let's just go through a few of them.Generally speaking, you bring on a new engineer, they have access to a large swath of the code base. Like, there's like very, like you, just, like new engineer comes on, they can just go and find the, the, the stuff that they, they need to work with. It's a fully text in text out. Medium. It's only, it's just gonna be text at the end of the day.So it's like really great from a, from just a, uh, you know, kinda what the agent can work with. Obviously the models are super trained on that dataset. The labs themselves have a really strong, kind of self-reinforcing positive flywheel of why they need to do, you know, agent coding deeply. So then you get just better tooling, better services.The actual developers of the AI are daily users of the, of the thing that they're we're working on versus like the, you know, probably there's only like seven Claude Cowork legal plugin users at Anthropic any given day, but there's like a couple thousand Claude code and you know, users every single day.So just like, think about which one are they getting more feedback on. All day long. So you just go through this list. You have a, you know, everybody who's a [00:13:00] developer by definition is technical so they can go install the latest thing. We're all generally online, or at least, you know, kinda the weird ones are, and we're all talking to each other, sharing best practices, like that's like already eight differences.Versus the rest of the economy. Every other part of the economy has like, like six to seven headwinds relative to that list. You go into a company, you're a banker in financial services, you have access to like a, a tiny little subset of the total data that's gonna be relevant to do your job. And you're have to start to go and talk to a bunch of people to get the right data to do your job because Sally didn't add you to that deal room, you know, folder.And that that, you know, the information is actually in a completely different organization that you now have to go in and, and sort of run into. And it's like you have this endless list of access controls and security. As, as you talked about, you have a medium, which is not, it's not just text, right? You have, you have a zoom call that, that you're getting all of the requirements from the customer.You have a lot of in-person conversations and you're doing in-person sales and like how do you ever [00:14:00] digitize all of that information? Um, you know, I think a lot of people got upset with this idea that the code base has all the context, um, that I don't know if you follow, you know, did you follow some of that conversation that that went viral?Is like, you know, it's not that simple that, that the code base doesn't have all the knowledge, but like it's a lot, you're a lot better off than you are with other areas of knowledge work. Like you, we like, we like have documentation practices, you write specifications. Those things don't exist for like 80% of work that happens in the enterprise.That's the divide that we have, which is, which is AI coding has, has just fully, you know, where we've reached escape velocity of how powerful this stuff is, and then we're gonna have to find a way to bring that same energy and momentum, but to all these other areas of knowledge work. Where the tools aren't there, the data's not set up to be there.The access controls don't make it that easy. The context engineering is an incredibly hard problem because again, you have access control challenges, you have different data formats. You have end users that are gonna need to kind of be kind of trained through this as opposed to their adopting [00:15:00] these tools in their free time.That's where the Fortune 500 is. And so we, I think, you know, have to be prepared as an industry where we are gonna be on a multi-year march to, to be able to bring agents to the enterprise for these workflows. And I think probably the, the thing that we've learned most in coding that, that the rest of the world is not yet, I think ready for, I mean, we're, they'll, they'll have to be ready for it because it's just gonna inevitably happen is I think in coding.What, what's interesting is if you think about the practice of coding today versus two years ago. It's probably the most changed workflow in maybe the history of time from the amount of time it's changed, right? Yeah. Like, like has any, has any workflow in the entire economy changed that quickly in terms of the amount of change?I just, you know, at least in any knowledge worker workflow, there's like very rarely been an event where one piece of technology and work practice has so fundamentally, you know, changed, changed what you do. Like you don't write code, you talk to an agent and it goes and [00:16:00] does it for you, and you may be at best review it.And even that's even probably like, like largely not even what you're doing. What's happening is we are changing our work to make the agents effective. In that model, the agent didn't really adapt to how we work. We basically adapted to how the agent works. Mm-hmm. All of the economy has to go through that exact same evolution.The rest of the economy is gonna have to update its workflows to make agents effective. And to give agents the context that they need and to actually figure out what kind of prompting works and to figure out how do you ensure that the agent has the right access to information to be able to execute on its work.I, you know, this is not the panacea that people were hoping for, of the agent drops in, just automates your life. Like you have to basically re-engineer your workflow to get the most out of agents and, uh, and that, that's just gonna take, you know, multiple years across the economy. Right now it's a huge asset and an advantage for the teams that do it early and that are kinda wired into doing this.‘cause [00:17:00] you'll see compounding returns, but that's just gonna take a while for most companies to actually go and get this deployed.swyx: I love, I love pushing back. I think that. That is what a lot of technology consultants love to hear this sort of thing, right? Yeah, yeah, yeah. First to, to embrace the ai. Yes. To get to the promised land, you must pay me so much money to a hundred percent to adopt the prescribed way of, uh, conforming to the agents.Yes. And I worry that you will be eclipsed by someone else who says, no, come as you are.Aaron Levie: Yeah.swyx: And we'll meet you where you are.Aaron Levie: And, and, and and what was the thing that went viral a week ago? OpenAI probably, uh, is hiring F Dees. Yeah. Uh, to go into the enterprise. Yeah. Yeah. And then philanthropic is embedded at Goldman Sachs.Yeah. So if the labs are having to do this, if, if the labs have decided that they need to hire FDE and professional services, then I think that's a pretty clear indication that this, there's no easy mode of workflow transformation. Yeah. Yeah. So, so to your point, I think actually this is a market opportunity for, you know, new professional services and consulting [00:18:00] firms that are like Agent Build and they, and they kind of, you know, go into organizations and they figure out how to re-engineer your workflows to make them more agent ready and get your data into the right format and, you know, reconstruct your business process.So you're, you're not doing most of the work. You're telling agents how to do the work and then you're reviewing it. But I haven't seen the thing that can just drop in and, and kinda let you not go through those changes.swyx: I don't know how that kind of sales pitch goes over. Yeah. You know, you're, you're saying things like, well, in my sort of nice beautiful walled garden, here's, there's, uh, because here's this, here's this beautiful box account that has everything.Yes. And I'm like, well, most, most real life is extremely messy. Sure. And like, poorly named and there duplicate this outdated s**tAaron Levie: a hundred percent. And so No, no, a hundred percent. And so this is actually No. So, so this is, I mean, we agree that, that getting to the beautiful garden is gonna be tough.swyx: Yeah.Aaron Levie: There's also the other end of the spectrum where I, I just like, it's a technical impossibility to solve. The agent is, is truly cannot get enough context to make the right decision in, in the, in the incredibly messy land. Like there's [00:19:00] no a GI that will solve that. So, so we're gonna have to kind of land in somewhere in between, which is like we all collectively get better at.Documentation practices and, and having authoritative relatively up-to-date information and putting it in the right place like agents will, will certainly cause us to be much better organized around how we work with our information, simply because the severity of the agent pulling the wrong data will be too high and the productivity gain of that you'll miss out on by not doing this will be too high as well, that you, that your competition will just do it and they'll just have higher velocity.So, uh, and, and we, we see this a lot firsthand. So we, we build a series of agents internally that they can kind of have access to your full box account and go off and you give it a task and it can go find whatever information you're looking for and work with. And, you know, thank God for the model progress, but like, if, if you gave that task to an agent.Nine months ago, you're just gonna get lots of bogus answers because it's gonna, it's gonna say, Hey, here's, here are fi [00:20:00] five, you know, documents that all kind of smell like the right thing. And I'm gonna, but I, but you're, you're putting me on the clock. ‘cause my assistant prompt says like, you know, be pretty smart, but also try and respond to the user and it's gonna respond.And it's like, ah, it got the wrong document. And then you do that once or twice as a knowledge worker and you're just neverswyx: again,Aaron Levie: never again. You're just like done with the system.swyx: Yeah. It doesn't work.Aaron Levie: It doesn't work. And so, you know, Opus four six and Gemini three one Pro and you know, whatever the latest five 3G BT will be, like, those things are getting better and better and it's using better judgment.And this sort of like the, all of these updates to the agentic tool and search systems are, are, we're seeing, we're seeing very real progress where the agent. Kind of can, can almost smell some things a little bit fishy when it's getting, you know, we, we have this process where we, we have it go fan out, do a bunch of searches, pull up a bunch of data, and then it has to sort of do its own ranking of, you know, what are the right documents that, that it should be working with.And again, like, you know, the intelligence level of a model six months ago, [00:21:00] it'd be just throwing a dart at like, I'm just, I'm gonna grab these seven files and I, I pray, I hope that that's the right answer. And something like an opus first four five, and now four six is like, oh, it's like, no, that one doesn't seem right relative to this question because I'm seeing some signal that is making that, you know, that's contradicting the document where it would normally be in the tree and who should have access.Like it's doing all of that kind of work for you. But like, it still doesn't work if you just have a total wasteland of data. Like, it's just not, it's just not possible. Partly ‘cause a human wouldn't even be able to do it. So basically if a, if a really, really smart human. Could not do that task in five or 10 minutes for a search retrieval type task.Look, you know, your agent's not gonna be able to do it any better. You see this all day long. SoContext Engineering and Search Limitsswyx: this touches on a thing that just passionate about it was just context engineering. I, I'm just gonna let you ramble or riff on, on context engineering. If, if, if there's anything like he, he did really good work on context fraud, which has really taken over as like the term that people use and the referenceAaron Levie: a hundred percent.We, we all we think about is, is the context rob problem. [00:22:00]Jeff Huber: Yeah, there's certainly a lot of like ranking considerations. Gentech surgery think is incredibly promising. Um, yeah, I was trying to generate a question though. I think I have a question right now. Swyx.Aaron Levie: Yeah, no, but like, like I think there was this moment, um, you know, like, I don't know, two years ago before, before we knew like where the, the gotchas were gonna be in ai and I think someone was like, was like, well, infinite context windows will just solve all of these problems and ‘cause you'll just, you'll just give the context window like all the data and.It's just like, okay, I mean, maybe in 2035, like this is a viable solution. First of all, it, it would just, it would just simply cost too much. Like we just can't give the model like the 5,000 documents that might be relevant and it's gonna read them all. And I've seen enough to, to start believing in crazy stuff.So like, I'm willing to just say, sure. Like in, in 10 years from now,swyx: never say, never, never.Aaron Levie: In, in 10 years from now, we'll have infinite context windows at, at a thousandth of the price of today. Like, let's just like believe that that's possible, but Right. We're in reality today. So today we have a context engineering [00:23:00] problem, which is, I got, I got, you know, 200,000 tokens that I can work with, or prob, I don't even know what the latest graph is before, like massive degradation.16. Okay. I have 60,000 tokens that I get to work with where I'm gonna get accurate information. That's not a lot of tokens for a corpus of 10 million documents that a knowledge worker might have across all of the teams and all the projects and all the people they work with. I have, I have 10 million documents.Which, you know, maybe is times five pages per document or something like that. I'm at 50 million pages of information and I have 60,000 tokens. Like, holy s**t. Yeah. This is like, how do I bridge the 50 million pages of information with, you know, the couple hundred that I get to work with in that, in that token window.Yeah. This is like, this is like such an interesting problem and that's why actually so much work is actually like, just like search systems and the databases and that layer has to just get so locked in, but models getting better and importantly [00:24:00] knowing when they've done a search, they found the wrong thing, they go back, they check their work, they, they find a way to balance sort of appeasing the user versus double checking.We have this one, we have this one test case where we ask the agent to go find. 10 pieces of information.swyx: Is this the complex work eval?Aaron Levie: Uh, this is actually not in the eval. This is, this is sort of just like we have a bunch of different, we have a bunch of internal benchmark kind of scenarios. Every time we, we update our agent, we have one, which is, I ask it to find all of our office addresses, and I give it the list of 10 offices that we have.And there's not one document that has this, maybe there should be, that would be a great example of the kind of thing that like maybe over time companies start to, you know, have these sort of like, what are the canonical, you know, kind of key areas of knowledge that we need to have. We don't seem to have this one document that says, here are all of our offices.We have a bunch of documents that have like, here's the New York office and whatever. So you task this agent and you, you get, you say, I need the addresses for these 10 offices. Okay. And by the way, if you do this on any, you know, [00:25:00] public chat model, the same outcome is gonna happen. But for a different kind of query, you give it, you say, I need these 10 addresses.How many times should the agent go and do its search before it decides whether or not, there's just no answer to this question. Often, and especially the, the, let's say lower tier models, it'll come back and it'll give you six of the 10 addresses. And it'll, and I'll just say I couldn't find the otherswyx: four.It, it doesn't know what It doesn't know. ItAaron Levie: doesn't know what It doesn't know. Yeah. So the model is just like, like when should it stop? When should it stop doing? Like should it, should it do that task for literally an hour and just keep cranking through? Maybe I actually made up an office location and it doesn't know that I made it up and I didn't even know that I made it up.Like, should it just keep, re should it read every single file in your entire box account until it, until it should exhaust every single piece of information.swyx: Expensive.Aaron Levie: These are the new problems that we have. So, you know, something like, let's say a new opus model is sort of like, okay, I'm gonna try these types of queries.I didn't get exactly what I wanted. I'm gonna try again. I'm gonna, at [00:26:00] some point I'm gonna stop searching. ‘cause I've determined that that no amount of searching is gonna solve this problem. I'm just not able to do it. And that judgment is like a really new thing that the model needs to be able to have.It's like, when should it give up on a task? ‘cause, ‘cause you just don't, it's a can't find the thing. That's the real world of knowledge, work problems. And this is the stuff that the coding agents don't have to deal with. Because they, it just doesn't like, like you're not usually asking it about, you're, you're always creating net new information coming right outta the model for the most part.Obviously it has to know about your code base and your specs and your documentation, but, but when you deploy an agent on all of your data that now you have all of these new problems that you're dealing withJeff Huber: our, uh, follow follow-up research to context ride is actually on a genetic search. Ah. Um, and we've like right, sort of stress tested like frontier models and their ability to search.Um, and they're not actually that good at searching. Right. Uh, so you're sort of highlighting this like explore, exploit.swyx: You're just say, Debbie, Donna say everything doesn't work. Like,Aaron Levie: well,Jeff Huber: somebody has to be,Aaron Levie: um, can I just throw out one more thing? Yeah. That is different from coding and, and the rest [00:27:00] of the knowledge work that I, I failed to mention.So one other kind of key point is, is that, you know, at the end of the day. Whether you believe we're in a slop apocalypse or, or whatever. At the end of the day, if you, if you build a working product at the end of, if you, if you've built a working solution that is ultimately what the customer is paying for, like whether I have a lot of slop, a little slop or whatever, I'm sure there's lots of code bases we could go into in enterprise software companies where it's like just crazy slop that humans did over a 20 year period, but the end customer just gets this little interface.They can, they can type into it, it does its thing. Knowledge work, uh, doesn't have that property. If I have an AI model, go generate a contract and I generate a contract 20 times and, you know, all 20 times it's just 3% different and like that I, that, that kind of lop introduces all new kinds of risk for my organization that the code version of that LOP didn't, didn't introduce.These are, and so like, so how do you constrain these models to just the part that you want [00:28:00] them to work on and just do the thing that you want them to do? And, and, you know, in engineering, we don't, you can't be disbarred as an engineer, but you could be disbarred as a lawyer. Like you can do the wrong medical thing In healthcare, you, there's no, there's no equivalent to that of engineering.Like, doswyx: you want there to be, because I've considered softwareJeff Huber: engineer. What's that? Civil engineering there is, right? NotAaron Levie: software civil engineer. Sure. Oh yeah, for sure. But like in any of our companies, you like, you know, you'll be forgiven if you took down the site and, and we, we will do a rollback and you'll, you'll be in a meeting, but you have not been disbarred as an engineer.We don't, we don't change your, you know, your computer science, uh, blameJeff Huber: degree, this postmortem.Aaron Levie: Yeah, exactly. Exactly. So, so, uh, now maybe we collectively as an industry need to figure out like, what are you liable for? Not legally, but like in a, in a management sense, uh, of these agents. All sorts of interesting problems that, that, that, uh, that have to come out.But in knowledge work, that's the real hostile environments that we're operating in. Hmm.swyx: I do think like, uh, a lot of the last year's, 2025 story was the rise of coding agents and I think [00:29:00] 2026 story is definitely knowledge work agents. Yes. A hundredAaron Levie: percent.swyx: Right. Like that would, and I think open claw core work are just the beginning.Yes. Like it's, the next one's gonna just gonna be absolute craziness.Aaron Levie: It it is. And, and, uh, and it's gonna be, I mean, again, like this is gonna be this, this wave where we, we are gonna try and bring as many of the practices from coding because that, that will clearly be the forefront, which is tell an agent to go do something and has an access to a set of resources.You need to be responsible for reviewing it at the end of the process. That to me is the, is the kind of template that I just think goes across knowledge, work and odd. Cowork is a great example. Open Closet's a great example. You can kind of, sort of see what Codex could become over time. These are some, some really interesting kind of platforms that are emerging.swyx: Okay. Um, I wanted to, we touched on evals a little bit. You had, you had the report that you're gonna go bring up and then I was gonna go into like, uh, boxes, evals, but uh, go ahead. Talk about your genetic search thing.Jeff Huber: Yeah. Mostly I think kinda a few of the insights. It's like number one frontier model is not good at search.Humans have this [00:30:00] natural explore, exploit trade off where we kinda understand like when to stop doing something. Also, humans are pretty good at like forgetting actually, and like pruning their own context, whereas agents are not, and actually an agent in their kind of context history, if they knew something was bad and they even, you could see in the trace the reason you trace, Hey, that probably wasn't a good idea.If it's still in the trace, still in the context, they'll still do it again. Uhhuh. Uh, and so like, I think pruning is also gonna be like, really, it's already becoming a thing, right? But like, letting self prune the con windowsswyx: be a big deal. Yeah. So, so don't leave the mistake. Don't leave the mistake in there.Cut out the mistake but tell it that you made a mistake in the past and so it doesn't repeat it.Jeff Huber: Yeah. But like cut it out so it doesn't get like distracted by it again. ‘cause really, you know, what is so, so it will repeat its mistake just because it's been, it's inswyx: theJeff Huber: context. It'sAaron Levie: in the context so much.That's a few shot example. Even if it, yeah.Jeff Huber: It's like oh thisAaron Levie: is a great thing to go try even ifJeff Huber: it didn't work.Aaron Levie: Yeah,Jeff Huber: exactly.Aaron Levie: SoJeff Huber: there's like a bunch of stuff there. JustAaron Levie: Groundhogs Day inside these models. Yeah. I'm gonna go keep doing the same wrongJeff Huber: thing. Covering sense. I feel like, you know, some creator analogy you're trying like fit a manifold in latent space, which kind is doing break program synthesis, which is kinda one we think about we're doing right.Like, you know, certain [00:31:00] facts might be like sort of overly pitting it. There are certain, you know, sec sectors of latent space and so like plug clean space. Yeah. And, uh, andswyx: so we have a bell, our editor as a bell every time you say that. SoJeff Huber: you have, you have to like remove those, likeswyx: you shoulda a gong like TPN or something.IfJeff Huber: we gong, you either remove those links to like kinda give it the freedom, kind of do what you need to do. So, but yeah. We'll, we'll release more soon. That'sAaron Levie: awesome.Jeff Huber: That'll, that'll be cool.swyx: We're a cerebral podcast that people listen to us and, and sort of think really deep. So yeah, we try to keep it subtle.Okay. We try to keep it.Aaron Levie: Okay, fine.Inside Agent Evalsswyx: Um, you, you guys do, you guys do have EVs, you talked about your, your office thing, but, uh, you've been also promoting APEX agents and complex work. Uh, yeah, whatever you, wherever you wanna take this just Yeah. How youAaron Levie: Apex is, is obviously me, core's, uh, uh, kind of, um, agent eval.We, we supported that by sort of. Opening up some data for them around how we kind of see these, um, data workspaces in, in the, you know, kind of regular economy. So how do lawyers have a workspace? How do investment bankers have a workspace? What kind of data goes into those? And so we, [00:32:00] we partner with them on their, their apex eval.Our own, um, eval is, it's actually relatively straightforward. We have a, a set of, of documents in a, in a range of industries. We give the agent previously did this as a one shot test of just purely the model. And then we just realized we, we need to, based on where everything's going, it's just gotta be more agentic.So now it's a bit more of a test of both our harness and the model. And we have a rubric of a set of things that has to get right and we score it. Um, and you're just seeing, you know, these incredible jumps in almost every single model in its own family of, you know, opus four, um, you know, sonnet four six versus sonnet four five.swyx: Yeah. We have this up on screen.Aaron Levie: Okay, cool. So some, you're seeing it somewhere like. I, I forget the to, it was like 15 point jump, I think on the main, on the overall,swyx: yes.Aaron Levie: And it's just like, you know, these incredible leaps that, that are starting to happen. Um,swyx: and OP doesn't know any, like any, it's completely held out from op.Aaron Levie: This is not in any, there's no public data which has, you know, Ben benefits and this is just a private eval that we [00:33:00] do, and then we just happen to show it to, to the world. Hmm. So you can't, you can't train against it. And I think it's just as representative of. It's obviously reasoning capabilities, what it's doing at, at, you know, kind of test time, compute capabilities, thinking levels, all like the context rot issues.So many interesting, you know, kind of, uh, uh, capabilities that are, that are now improvingswyx: one sector that you have. That's interesting.Industries and Datasetsswyx: Uh, people are roughly familiar with healthcare and legal, but you have public sector in there.Aaron Levie: Yeah.swyx: Uh, what's that? Like, what, what, what is that?Aaron Levie: Yeah, and, and we actually test against, I dunno, maybe 10 industries.We, we end up usually just cutting a few that we think have interesting gains. All extras, won a lot of like government type documents. Um,swyx: what is that? What is it? Government type documents?Aaron Levie: Government filings. Like a taxswyx: return, likeAaron Levie: a probably not tax returns. It would be more of what would go the government be using, uh, as data.So, okay. Um, so think about research that, that type of, of, of data sets. And then we have financial services for things like data rooms and what would be in an investment prospectus. Uhhuh,swyx: that one you can dog food.Aaron Levie: Yeah, exactly. Exactly. Yes. Yes. [00:34:00] So, uh, so we, we run the models, um, in now, you know, more of an agent mode, but, but still with, with kinda limited capacity and just try and see like on a, like, for like basis, what are the improvements?And, and again, we just continue to be blown away by. How, how good these models are getting.swyx: Yeah, I mean, I think every serious AI company needs something like that where like, well, this is the work we do. Here's our company eval. Yeah. And if you don't have it, well, you're not a serious AI company.Aaron Levie: There's two dimensions, right?So there's, there's like, how are the models improving? And so which models should you either recommend a customer use, which one should you adopt? But then every single day, we're making changes to our agents. And you need to knowswyx: if you regressed,Aaron Levie: if you know. Yeah. You know, I've been fully convinced that the whole agent observability and eval space is gonna be a massive space.Um, super excited for what Braintrust is doing, excited for, you know, Lang Smith, all the things. And I think what you're going to, I mean, this is like every enter like literally every enterprise right now. It's like the AI companies are the customers of these tools. Every enterprise will have this. Yeah, you'll just [00:35:00] have to have an eval.Of all of your work and like, we'll, you'll have an eval of your RFP generation, you'll have an eval of your sales material creation. You'll have an eval of your, uh, invoice processing. And, and as you, you know, buy or use new agentic systems, you are gonna need to know like, what's the quality of your, of your pipeline.swyx: Yeah.Aaron Levie: Um, so huge, huge market with agent evals.swyx: Yeah.Building the Agent Teamswyx: And, and you know, I'm gonna shout out your, your team a bit, uh, your CTO, Ben, uh, did a great talk with us last year. Awesome. And he's gonna come back again. Oh, cool. For World's Fair.Aaron Levie: Yep.swyx: Just talk about your team, like brag a little bit. I think I, I think people take these eval numbers in pretty charts for granted, but No, there, I mean, there's, there's lots of really smart people at work during all this.Aaron Levie: Biggest shout out, uh, is we have a, we have a couple folks at Dya, uh, Sidarth, uh, that, that kind of run this. They're like a, you know, kind of tag tag team duo on our evals, Ben, our CTO, heavily involved Yasha, head of ai, uh, you know, a bunch of folks. And, um, evals is one part of the story. And then just like the full, you know, kind of AI.An agent team [00:36:00] is, uh, is a, is a pretty, you know, is core to this whole effort. So there's probably, I don't know, like maybe a few dozen people that are like the epicenter. And then you just have like layers and layers of, of kind of concentric circles of okay, then there's a search team that supports them and an infrastructure team that supports them.And it's starting to ripple through the entire company. But there's that kind of core agent team, um, that's a pretty, pretty close, uh, close knit group.swyx: The search team is separate from the infra team.Aaron Levie: I mean, we have like every, every layer of the stack we have to kind of do, except for just pure public cloud.Um, but um, you know, we, we store, I don't even know what our public numbers are in, you know, but like, you can just think about it as like a lot of data is, is stored in box. And so we have, and you have every layer of the, of the stack of, you know, how do you manage the data, the file system, the metadata system, the search system, just all of those components.And then they all are having to understand that now you've got this new customer. Which is the agent, and they've been building for two types of customers in the past. They've been building for users and they've been building for like applications. [00:37:00] And now you've got this new agent user, and it comes in with a difference of it, of property sometimes, like, hey, maybe sometimes we should do embeddings, an embedding based, you know, kind of search versus, you know, your, your typical semantic search.Like, it's just like you have to build the, the capabilities to support all of this. And we're testing stuff, throwing things away, something doesn't work and, and not relevant. It's like just, you know, total chaos. But all of those teams are supporting the agent team that is kind of coming up with its requirements of what, what do we need?swyx: Yeah. No, uh, we just came from, uh, fireside chat where you did, and you, you talked about how you're doing this. It's, it's kind of like an internal startup. Yeah. Within the broader company. The broader company's like 3000 people. Yeah. But you know, there's, there's a, this is a core team of like, well, here's the innovation center.Aaron Levie: Yeah.swyx: And like that every company kind of is run this way.Aaron Levie: Yeah. I wanna be sensitive. I don't call it the innovation center. Yeah. Only because I think everybody has to do innovation. Um, there, there's a part of the, the, the company that is, is sort of do or die for the agent wave.swyx: Yeah.Aaron Levie: And it only happens to be more of my focus simply because it's existential that [00:38:00] we get it right.swyx: Yeah.Aaron Levie: All of the supporting systems are necessary. All of the surrounding adjacent capabilities are necessary. Like the only reason we get to be a platform where you'd run an agent is because we have a security feature or a compliance feature, or a governance feature that, that some team is working on.But that's not gonna be the make or break of, of whether we get agents right. Like that already exists and we need to keep innovating there. I don't know what the right, exact precise number is, but it's not a thousand people and it's not 10 people. There's a number of people that are like the, the kind of like, you know, startup within the company that are the make or break on everything related to AI agents, you know, leveraging our platform and letting you work with your data.And that's where I spend a lot of my time, and Ben and Yosh and Diego and Teri, you know, these are just, you know, people that, that, you know, kind of across the team. Are working.swyx: Yeah. Amazing.Read Write Agent WorkflowsJeff Huber: How do you, how do you think about, I mean, you talked a lot about like kinda read workflows over your box data. Yep.Right. You know, gen search questions, queries, et cetera. But like, what about like, write or like authoring workflows?Aaron Levie: Yes. I've [00:39:00] already probably revealed too much actually now that I think about it. So, um, I've talked about whatever,Jeff Huber: whatever you can.Aaron Levie: Okay. It's just us. It's just us. Yeah. Okay. Of course, of course.So I, I guess I would just, uh, I'll make it a little bit conceptual, uh, because again, I've already, I've already said things that are not even ga but, but we've, we've kinda like danced around it publicly, so I, yeah, yeah. Okay. Just like, hopefully nobody watches this, um, episode. No.swyx: It's tidbits for the Heidi engaged to go figure out like what exactly, um, you know, is, is your sort of line of thinking.Sure. They can connect the dots.Aaron Levie: Yeah. So, so I would say that, that, uh, we, you know, as a, as a place where you have your enterprise content, there's a use case where I want to, you know, have an agent read that data and answer questions for me. And then there's a use case where I want the agent to create something.And use the file system to create something or store off data that it's working on, or be able to have, you know, various files that it's writing to about the work it's doing. So we do see it as a total read write. The harder problem has so far been the read only because, because again, you have that kind of like 10 [00:40:00] million to one ratio problem, whereas rights are a lot of, that's just gonna come from the model and, and we just like, we'll just put it in the file system and kinda use it.So it's a little bit of a technically easier problem, but the only part that's like, not necessarily technically hard, it is just like it's not yet perfected in the state of the ecosystem is, you know, building a beautiful PowerPoint presentation. It's still a hard problem for these models. Like, like we still, you know, like, like these formats are just, we're not built for.They'reswyx: working on it.Aaron Levie: They're, they're working on it. Everybody's working on it.swyx: Every launch is like, well, we do PowerPoint now.Aaron Levie: We're getting, yeah, getting a lot, getting a lot of better each time. But then you'll do this thing where you'll ask the update one slide and all of a sudden, like the fonts will be just like a little bit different, you know, on two of the slides, or it moved, you know, some shape over to the left a little bit.And again, these are the kind of things that, like in code, obviously you could really care about if you really care about, you know, how beautiful is the code, but at the end, user doesn't notice all those problems and file creation, the end user instantly sees it. You're [00:41:00] like, ah, like paragraph three, like, you literally just changed the font on me.Like it's a totally different font and like midway through the document. Mm-hmm. Those are the kind of things that you run into a lot of in the, in the content creation side. So, mm-hmm. We are gonna have native agents. That do all of those things, they'll be powered by the leading kind of models and labs.But the thing that I think is, is probably gonna be a much bigger idea over time is any agent on any system, again, using Box as a file system for its work, and in that kind of scenario, we don't necessarily care what it's putting in the file system. It could put its memory files, it could put its, you know, specification, you know, documents.It could put, you know, whatever its markdown files are, or it could, you know, generate PDFs. It's just like, it's a workspace that is, is sort of sandboxed off for its work. People can collaborate into it, it can share with other people. And, and so we, we were thinking a lot about what's the right, you know, kind of way to, to deliver that at scale.Docs Graphs and Founder Modeswyx: I wanted to come into sort of the sort of AI transformation or AI sort of, uh, operations things. [00:42:00] Um, one of the tweets that you, that you wanted to talk about, this is just me going through your tweets, by the way. Oh, okay. I mean, like, this is, you readAaron Levie: one by one,swyx: you're the, you're the easiest guest to prep for because you, you already have like, this is the, this is what I'm interested in.I'm like, okay, well, areAaron Levie: we gonna get to like, like February, January or something? Where are we in the, in the timelines? How far back are we going?swyx: Can you, can you describe boxes? A set of skills? Right? Like that, that's like, that's like one of the extremes of like, well if you, you just turn everything into a markdown file.Yeah. Then your agent can run your company. Uh, like you just have to write, find the right sequence of words toAaron Levie: Yes.swyx: To do it.Aaron Levie: Sorry, isthatswyx: the question? So I think the question is like, what if we documented everything? Yes. The way that you exactly said like,Aaron Levie: yes.swyx: Um, let's get all the Fortune five hundreds, uh, prepared for agents.Yes. And like, you know, everything's in golden and, and nicely filed away and everything. Yes. What's missing? Like, what's left, right? LikeAaron Levie: Yeah.swyx: You've, you've run your company for a decade. LikeAaron Levie: Yeah. I think the challenge is that, that that information changes a week later. And because something happened in the market for that [00:43:00] customer, or us as a company that now has to go get updated, and so these systems are living and breathing and they have to experience reality and updates to reality, which right now is probably gonna be humans, you know, kinda giving those, giving them the updates.And, you know, there is this piece about context graphs as as, uh, that kinda went very viral. Yeah. And I, I, I was like a, i, I, I thought it was super provocative. I agreed with many parts of it. I disagree with a few parts around. You know, it's not gonna be as easy as as just if we just had the agent traces, then we can finally do that work because there's just like, there's so much more other stuff that that's happening that, that we haven't been able to capture and digitize.And I think they actually represented that in the piece to be clear. But like there's just a lot of work, you know, that that has to, you just can't have only skills files, you know, for your company because it's just gonna be like, there's gonna be a lot of other stuff that happens. Yeah. Change over time.Yeah. Most companies are practically apprenticeships.swyx: Most companies are practically apprenticeships. LikeJeff Huber: every new employee who joins the team, [00:44:00] like you span one to three months. Like ramping them up.Aaron Levie: Yes. AllJeff Huber: that tat knowledgeAaron Levie: isJeff Huber: not written down.Aaron Levie: Yes.Jeff Huber: But like, it would have to be if you wanted to like give it to an Asian.Right. And so like that seems to me like to beAaron Levie: one is I think you're gonna see again a premium on companies that can document this. Mm-hmm. Much. There'll be a huge premium on that because, because you know, can you shorten that three month ramp cycle to a two week ramp cycle? That's an instant productivity gain.Can you re dramatically reduce rework in the organization because you've documented where all the stuff is and where the answers are. Can you make your average employee as good as your 90th percentile employee because you've captured the knowledge that's sort of in the heads of, of those top employees and make that available.So like you can see some very clear productivity benefits. Mm-hmm. If you had a company culture of making sure you know your information was captured, digitized, put in a format that was agent ready and then made available to agents to work with, and then you just, again, have this reality of like add a 10,000 person [00:45:00] company.Mapping that to the, you know, access structure of the company is just a hard problem. Is like, is like, yeah, well, you just, not every piece of information that's digitized can be shared to everybody. And so now you have to organize that in a way that actually works. There was a pretty good piece, um, this, this, uh, this piece called your company as a file is a file system.I, did you see that one?swyx: Nope.Aaron Levie: Uh, yes. You saw it. Yeah. And, and, uh, I actually be curious your thoughts on it. Um, like, like an interesting kind of like, we, we agree with it because, because that's how we see the world and, uh,swyx: okay. We, we have it up on screen. Oh,Aaron Levie: okay. Yeah. But, but it's all about basically like, you know, we've already, we, we, we already organized in this kind of like, you know, permission structure way.Uh, and, and these are the kind of, you know, natural ways that, that agents can now work with data. So it's kind of like this, this, you know, kind of interesting metaphor, but I do think companies will have to start to think about how they start to digitize more, more of that data. What was your take?Jeff Huber: Yeah, I mean, like the company's probably like an acid compliant file system.Aaron Levie: Uh,Jeff Huber: yeah. Which I'm guessing boxes, right? So, yeah. Yes.swyx: Yeah. [00:46:00]Jeff Huber: Which you have a great piece on, but,swyx: uh, yeah. Well, uh, I, I, my, my, my direction is a little bit like, I wanna rewind a little bit to the graph word you said that there, that's a magic trigger word for us. I always ask what's your take on knowledge graphs?Yeah. Uh, ‘cause every, especially at every data database person, I just wanna see what they think. There's been knowledge graphs, hype cycles, and you've seen it all. So.Aaron Levie: Hmm. I actually am not the expert in knowledge graphs, so, so that you might need toswyx: research, you don't need to be an expert. Yeah. I think it's just like, well, how, how seriously do people take it?Yeah. Like, is is, is there a lot of potential in the, in the HOVI?Aaron Levie: Uh, well, can I, can I, uh, understand first if it's, um, is this a loaded question in the sense of are you super pro, super con, super anti medium? Iswyx: see pro, I see pros and cons. Okay. Uh, but I, I think your opinion should be independent of mine.Aaron Levie: Yeah. No, no, totally. Yeah. I just want to see what I'm stepping into.swyx: No, I know. It's a, and it's a huge trigger word for a lot of people out Yeah. In our audience. And they're, they're trying to figure out why is that? Because whyAaron Levie: is this such aswyx: hot item for them? Because a lot of people get graph religion.And they're like, everything's a graph. Of course you have to represent it as a graph. Well, [00:47:00] how do you solve your knowledge? Um, changing over time? Well, it's a graph.Aaron Levie: Yeah.swyx: And, and I think there, there's that line of work and then there's, there's a lot of people who are like, well, you don't need it. And both are right.Aaron Levie: Yeah. And what do the people who say you don't need it, what are theyswyx: arguing for Mark down files. Oh, sure, sure. Simplicity.Aaron Levie: Yeah.swyx: Versus it's, it's structure versus less structure. Right. That's, that's all what it is. I do.Aaron Levie: I think the tricky thing is, um, is, is again, when this gets met with real humans, they're just going to their computer.They're just working with some people on Slack or teams. They're just sharing some data through a collaborative file system and Google Docs or Box or whatever. I certainly like the vision of most, most knowledge graph, you know, kind of futuristic kind of ways of thinking about it. Uh, it's just like, you know, it's 2026.We haven't seen it yet. Kind of play out as as, I mean, I remember. Do you remember the, um, in like, actually I don't, I don't even know how old you guys are, but I'll for, for to show my age. I remember 17 years ago, everybody thought enterprises would just run on [00:48:00] Wikis. Yeah. And, uh, confluence and, and not even, I mean, confluence actually took off for engineering for sure.Like unquestionably. But like, this was like everything would be in the w. And I think based on our, uh, our, uh, general style of, of, of what we were building, like we were just like, I don't know, people just like wanna workspace. They're gonna collaborate with other people.swyx: Exactly. Yeah. So you were, you were anti-knowledge graph.Aaron Levie: Not anti, not anti. Soswyx: not nonAaron Levie: I'm not, I'm not anti. ‘cause I think, I think your search system, I just think these are two systems that probably, but like, I'm, I'm not in any religious war. I don't want to be in anybody's YouTube comments on this. There's not a fight for me.swyx: We, we love YouTube comments. We're, we're, we're get into comments.Aaron Levie: Okay. Uh, but like, but I, I, it's mostly just a virtue of what we built. Yeah. And we just continued down that path. Yeah.swyx: Yeah.Aaron Levie: And, um, and that, that was what we pursued. But I'm not, this is not a, you know, kind of, this is not a, uh, it'sswyx: not existential for you. Great.Aaron Levie: We're happy to plug into somebody else's graph.We're happy to feed data into it. We're happy for [00:49:00] agents to, to talk to multiple systems. Not, not our fight.swyx: Yeah.Aaron Levie: But I need your answer. Yeah. Graphs or nerd Snipes is very effective nerd.swyx: See this is, this is one, one opinion and then I've,Jeff Huber: and I think that the actual graph structure is emergent in the mind of the agent.Ah, in the same way it is in the mind of the human. And that's a more powerful graph ‘cause it actually involved over time.swyx: So don't tell me how to graph. I'll, I'll figure it out myself. Exactly. Okay. All right. AndJeff Huber: what's yours?swyx: I like the, the Wiki approach. Uh, my, I'm actually

In this episode of Run the Numbers, CJ sits down with Superhuman's Head of Analytics Chris Byington. They break down where analytics should sit inside a company, why dashboards often fail, and how the best teams connect metrics, OKRs, and forecasting to real decisions. Chris also explains why “ship goals” can mislead teams and what CEOs and CFOs should expect from a truly decision-driving data function.—SPONSORS:Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cj—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNChris: https://www.linkedin.com/in/chris-byington/Superhuman: https://superhuman.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Matt Hudson Episodehttps://youtu.be/_FWGYkzhymQ—TIMESTAMPS:0:00 Preview and intro3:29 Centralized analytics team7:29 Start analytics with problems not tools9:41 Lead with the problem10:14 Align on growth model11:46 Pre-commit to decisions13:14 Sponsors — Tabs | Abacum | Brex16:35 Dashboards need growth context19:10 Where analytics should sit21:18 Pros and cons of analytics in finance23:18 Operations vs revenue org placement24:11 Hub-and-spoke analytics model25:18 What “embedded” actually means26:14 Sponsors — Metronome | RightRev | Rillet29:38 When self-service analytics works32:04 Self-serve pitfalls33:44 Buy vs build BI35:44 Analytics owns metrics38:26 Hero metric example41:41 Outcomes > shipping42:14 Set goals before build43:57 Metrics are outcome proxies46:40 Easy way to say no48:29 Start answers with yes52:17 Proving analytics impact56:19 Credits#RunTheNumbersPodcast

Ever wonder why some people seem to create opportunities everywhere they go while others wait to be chosen? In this episode, I'm breaking down what actually separates the women who “make it” from the ones who almost do. I sit down with celebrity makeup artist and founder of Contour Fossa, Emma Willis, to talk about the mindset, work ethic, and decisions that built a thriving career in one of the most competitive industries in the world. We dive into how to create opportunities instead of chasing them, built lasting client relationships that kept doors opening, and why your energy and attitude might be your greatest competitive advantage. Get ready to shift how you think about success, resilience, and what's truly possible in your life and business. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS 00:00 Why you must tune out doubt to follow your vision. 06:30 What helps you get opportunities others never ask for? 11:45 How consistent follow-up creates opportunities others miss. 14:30 The manifestation habit that keeps you focused without burnout or comparison. 20:15 The mindset shift that turns freelance work into a scalable business. 23:00 Why successful entrepreneurs stop trying to do everything alone. 27:00 How investing in support creates bigger opportunities and freedom. 34:15 What kind of work ethic makes clients want to hire you again and again? 41:45 What are the 3 traits that create long-term success in any industry? 48:15 Why following your intuition matters more than outside opinions. 52:30 The life-changing health scare that reshaped Emma's perspective overnight. 59:15 Why choosing gratitude helps you move forward faster. 01:02:00 What 8-year-old Emma would say seeing her life today. 01:09:45 How to connect with Emma or join her beauty team. RESOURCES Learn more about Contour Fossa Agency HERE! Register for the Built for Bigger Summit (FREE | March 10–12, 2026) 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 Emma: @emmawillishmu Follow Contour Fossa: @contourfossa

Dylan and Max are joined by James Onieal (Raven Careers) for Episode 200, covering everything from conferences and networking to cadet programs, cargo hiring, and fractional life. They also dig into the latest conflict in the Middle East and what rising oil prices could mean for airline pilots—from hiring pressure and route economics to the broader ripple effects across the industry. The conversation gets into why pathway programs can be helpful, but also how debt-heavy options can limit your flexibility when the market turns. Add in pipeline patrol as real CRM-building time, a healthy dose of uncertainty, and the usual Episode 200 live-show chaos. Connect with James Onieal Show Notes 0:00 Intro 2:08 Hiring, Furloughs, and CFI 24:15 James Question Extravaganza 1:01:16 Listener Questions 1:10:26 Special Guests 1:17:02 Max Almost Crashed 1:24:31 Final Questions & Thoughts Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more.   Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.

In this episode of the Medical Sales Podcast, Samuel Adeyinka sits down with Alex Kinsel, a rising medical device rep specializing in noninvasive pain management. Alex breaks down what it really means to be a full cycle rep, from prospecting and clinician relationships to hands on patient education inside the VA system. He shares how autonomy, discipline, and strong CRM habits drive performance, what earnings can look like in a commission heavy structure, and why smaller companies can offer lifestyle freedom without sacrificing income. Alex also opens up about imposter syndrome, career trajectory, leadership growth, and the qualities every aspiring rep must develop, including empathy, honesty, tenacity, and the ability to truly listen. This conversation is a transparent look at building a high income, high impact career in modern medical sales. Connect with Alex Kinsel: LinkedIn Connect with Me: LinkedIn Love the show? Subscribe, rate, review, and share! Here's How »

Why do large accounting firms lose visibility as they grow? How does this happen even with more people, more data, and more tools?Kristen McGarr, Founder and CSMO of Adroit Insights, explains why choosing a CRM for accountants often fails when firms focus on tools instead of behavior. She also shows why the best CRM for accountants must support how teams actually sell and serve clients.Despite complex reports and spreadsheets, leadership lacked clear answers on the sales cycle, close rates, and capacity. Kristen shows how a shared CRM replaced scattered tracking and exposed missed opportunities.This is episode two of a three-part series on CRM systems for accounting firms. What You'll Learn:Why CRM adoption breaks down as accounting firms growHow missed follow-ups start when teams rely on spreadsheetsWhy pipeline visibility matters more than complex reportsHow CRM visibility improves forecasting and capacity planningWhat helped one firm achieve 35 percent growth in 15 monthsLearn More from Kristen McGarrNeed help choosing or fixing a CRM for your accounting firm?Visit Adroit Insights: https://adroitinsights.comFollow Kristen McGarr for practical CRM guidance for accounting firmsLinkedIn: https://www.linkedin.com/in/kristendivineymcgarrResources:Connect with IanDownload a Tackle Box!Supercharge your marketing and grow your business with video case stories today!Subscribe to the YouTube Channel Hosted on Acast. See acast.com/privacy for more information.

Are you consuming everything but still not executing? You do not need more information; you need integration. In this episode, Chris and I break down why most entrepreneurs are not stuck because they lack strategy, but because they lack repetition, belief, environment, and accountability. We talk about why visionaries struggle with follow-through, how information overload quietly drains your momentum, and why your brain forgets what you do not apply right away. Get ready to stop consuming and start executing. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS What's really stopping you from executing what you already know. Why visionaries struggle to follow through on their big ideas. How to stop forgetting everything you learn in courses and podcasts. What happens when you surround yourself with people who normalize success. The factor that determines whether your ideas ever turn into outcomes. RESOURCES Register for the Built for Bigger Summit (FREE | March 10–12, 2026) HERE Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci

What if the biggest obstacle to your performance isn't your workload or your leadership challenges, but your own mind? In this episode, I sit down with Shirzad Chamine, founder and CEO of Positive Intelligence, to talk about the habits many anxious achievers rely on to succeed (i.e. hypervigilance, perfectionism, control, and constant striving), but that can drain energy, clarity, and confidence over time. Shirzad breaks down how overused strengths turn into self-sabotage, and the 10-second practice that helps you shift from stress and reactivity into calm, focused leadership. Get ready to learn how to work with your mind instead of against it. Check out our sponsors: Northwest Registered Agent - Protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/achieverfree Shopify - Sign up for a $1 per month trial, just go to http://shopify.com/anxiousachiever Talkiatry - Head to http://talkiaitry.com/achiever and complete the short assessment to get matched with an in network psychiatrist in just a few minutes. Working Genius - Take the working genius assessment today and get 20% off with code ACHIEVER at working http://genius.com Brevo - Meet brevo, the all in one marketing and CRM platform built to help you connect with customers, boost engagement and grow your business smarter. Go to brevo.com/achiever and use code ACHIEVER50 for 50% off.  In this Episode, You Will Learn 00:00 Why your mind can feel like your greatest ally and your biggest obstacle. 06:15 The 3 ways you judge yourself, others, and circumstances. 12:00 What's the difference between helpful emotions and self-sabotage? 14:15 Can anger and stress ever be productive? 18:00 The biological reason stress creates tunnel vision in high-stakes decisions. 20:00 What's the real cost of overusing your strengths as a leader? 26:15 The shift that turns a leader's vigilance from a strength into a liability. 31:15 The 5 Sage powers that improve wellbeing and results. 38:30 A 10-second PQ rep to calm anxiety fast. 41:00 Active grounding practices for restless or anxious minds. 48:00 How the Sage perspective turns any circumstance into a gift or opportunity. 56:45 Why hyper-achievement disconnects self-worth from success. 1:00:30 The shift from conditional to unconditional self-acceptance. Resources + Links Take the FREE Positive Intelligence assessment HERE Get your copy of Shirzad Chamine's book Positive Intelligence: Why Only 20% of Teams and Individuals Achieve Their True Potential and How You Can Achieve Yours HERE Learn more about Positive Intelligence programs HERE Get a copy of my book - The Anxious Achiever Watch the podcast on YouTube  Find more resources on our website morraam.com Follow Follow me: on LinkedIn @morraaronsmele + Instagram @morraam Follow Shirzad on LinkedIn @shirzadchamine

Are you ready to feel more energized, connected, and fully alive without sacrificing your ambition? In this episode, we sit down with our VIP Mastermind guests to talk about how health, intimacy, and emotional resilience directly impact success in business and life. Andrea Johnson shares why high-achieving women often harden themselves to succeed and how rebuilding trust and emotional safety transform relationships, leadership, and confidence. Then, Kristen Kliethermes breaks down hormones, metabolism, and peptide therapy, explaining why fatigue, anxiety, and low libido are signals your body needs deeper support, not something you have to accept as normal. Finally, fertility expert Courtney Saye shares what most IVF clinics overlook and how optimizing whole-body health improves fertility outcomes and restores hope for couples on their journey. Tune in to learn how strengthening your body, relationships, and nervous system unlock greater energy, connection, and longevity in both business and life. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit HERE Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period HERE Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head HERE Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN HERE Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go HERE right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS 00:00 Meet Andrea Johnson a.k.a. the Hot Girl Therapist. 05:00 Why high-performing women become emotionally hardened over time. 08:00 How entrepreneurship can become an emotional avoidance strategy. 15:00 How broken trust slowly impacts intimacy and relationships. 19:15 Why does feminine strategy challenge traditional business advice? 25:30 The signs your nervous system is running your business and relationships. 27:30 Andrea's masterclass and nervous system regulation tools. 31:00 What is the biggest mistake people make when starting a health optimization journey? 33:00 Symptoms you should never accept as “normal aging.” 37:00 How hormone optimization restores energy, intimacy, and mental clarity. 44:00 The ideal way to help you become the most optimized version of yourself. 46:15 Why multivitamins often miss what your body actually needs. 49:15 Why every couple preparing for IVF should optimize health first. 52:45 The biggest fertility factors most clinics overlook. 56:15 When should couples consider IVF instead of continuing to try naturally? 01:00:00 Environmental toxins impacting your reproductive health. 01:03:00 What does low Anti-Müllerian Hormone (AMH) mean? 01:04:45 When to seek fertility support before or during IVF. RESOURCES Connect with Andrea on Instagram to apply for Femme Quarters Mastermind Connect with Kristen on Instagram to take the Hormone Health Quiz Learn more about Functional Fertility Clinic 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 Lori: @loriharder glōci: @getgloci Andrea: @theandreajohnson Kristen: @kristinleighwellness Courtney: @courtneylsaye