Podcasts about CRM

Welcome to a special blockbuster compilation edition of The Edge of Show, broadcasting live from the ground Consensus Miami capturing the biggest shifts in tech! First we sit down with Adam Hollander from OpenSea, who discusses how the world's largest NFT marketplace is widening its scope. Beyond proving on-chain ownership through digital collectibles Next, to battle the dangerous risks of unchecked autonomous code, George Xian Zeng breaks down on NEAR's lastest launched, Ironclaw, a secure agent harness that lets AI handle sensitive information safely inside private execution environments.Max Rabinovich, CSO at Chiliz, outlines their return to the massive U.S. sports market following crucial regulatory guidance from the SEC and CFTC. And finally Ramon Macieros let us know that GAIB is letting everyday retail investors finance massive AI GPU data centers and buy real on-chain equity in SpaceX and OpenAI starting at just $100.Let's hear how the biggest players in Web3 and AI are building systems that actually make money, click play on this jam-packed episode.Support us through our Sponsors! ☕ Want to make content like ours? Sign up with Castmagic to make your creative process easy: https://bit.ly/CastmagicReferral Work smarter, grow faster. Automate your SEO, get AI insights, and manage all your clients in one place with Helm. Start today 50% off your first month at helmseo.com

On this episode of Christopher Lochhead: Follow Your Different, we talk about how the consulting and research industry is facing a reckoning. Gartner, once a $42 billion empire built on telling companies which technologies to buy, has shed more than $30 billion in market value. Trading around $155 per share after peaking at $551 in November 2020, Gartner represents something far bigger than one company’s misfortune. It is a warning signal to every knowledge worker and consulting firm that the traditional model of acquiring and reselling existing knowledge is being quietly dismantled by artificial intelligence. The Pirate Street Journal recently broke down this shift through a category design lens, and the conclusions are both uncomfortable and urgent for anyone whose career is built around advice, analysis, or strategic guidance. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go.   When AI Gives Away What Consultants Used to Sell For decades, consulting firms like Gartner monetized a simple formula: gather knowledge, package it into reports and subscriptions, and charge companies handsomely for access. A $100,000 research subscription felt justified when getting that knowledge required significant time and access. That equation has fundamentally changed. The moment a business leader can ask an AI which CRM platform or security stack to buy and receive a well-reasoned, sourced answer in seconds for free, the traditional research subscription starts looking like a fax machine. As strategy thinker Roger Martin has noted, true strategy represents only about 3% of what large consulting firms actually produce. The remaining 97% is largely benchmarking, gap analysis, and best practices work, exactly the kind of structured, retrospective analysis that AI now handles effortlessly.   The Only Consulting Work AI Cannot Replace What separates truly valuable strategic advice from commoditized knowledge is judgment. Courage. Wisdom. The ability to make a call when the spreadsheet offers no clear answer and the outcome remains genuinely uncertain. These are the qualities that have always driven the most important strategic wins, and they are precisely what AI cannot replicate or monetize anytime soon. Consider how often the best strategic decisions required someone to say “I believe this is the right direction” without proof. Timing a market entry too early, betting on a consumer behavior before it becomes mainstream, or designing an entirely new category rather than competing within an existing one all demand human conviction. The consultants who have consistently done this well rarely stay in advisory roles for long. They move into the arena, become entrepreneurs, or deploy their own capital because genuine foresight commands far greater economics than a consulting retainer.   What This Means for Knowledge Workers and the Consulting Profession Gartner’s market cap decline is not simply a story about one company failing to adapt. It is a broader signal to every knowledge worker that the value of their value has shifted. Technology does not take jobs outright. It relocates where value gets created. The professionals who repackage existing knowledge are seeing that value erode fast. The professionals who can create genuinely new knowledge, new frameworks, new categories, new experiences, are seeing their value rise. This distinction matters enormously for how consultants should think about their own positioning. Firms that continue to offer benchmarking, retrospective market summaries, and structured best practices comparisons are directly competing with AI at a game AI will eventually win. The consultants who build practices around future-oriented, judgment-heavy, courageous strategic work are the ones whose services will remain irreplaceable, and whose market caps, whether literal or metaphorical, will reflect a world that still believes in their future. To hear more from the Pirate Street Journal, download and listen to this episode. You can also read more Pirate Street Journal entries in the Category Pirates newsletter.   We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners. Feel free to email him, connect on Facebook, X (formerly Twitter), LinkedIn, and subscribe on Apple Podcast / Spotify!  

The future of land investing isn't coming; it's already here, and it's creating a bigger gap between investors every day.(Show Notes)The land investors pulling ahead today aren't necessarily smarter or working harder. They're using automation, AI agents, CRM workflows, and property data tools to eliminate busywork, respond faster, and make better decisions.I'll walk through the specific capabilities your CRM and operating system should have, including AI call handling, automated follow-up systems, call summaries, direct mail tracking, e-signatures, API integrations, and agentic AI tools like Claude that can actually perform tasks for you.Whether you use Stride CRM, Land Portal, or something else entirely, the goal is the same: give your time and mental bandwidth back while building a more scalable land investing business.

Send us Fan MailIn this episode of From the Yellow Chair, Crystal sits down with Gary Woodruff of Boxed for the Trades to discuss why so many maintenance programs fail before they ever have a chance to become profitable and how contractors can build a membership strategy that actually supports recurring revenue.From CRM setup mistakes and missed billing to overdue maintenance visits, monthly versus yearly renewals, and the importance of clean customer data, Crystal and Gary break down the operational side of maintenance clubs that many home service companies overlook. They share real world insights on how contractors can use their CRM, especially ServiceTitan, to better manage memberships, prevent revenue leaks, and turn maintenance programs into true customer retention tools.Whether your maintenance club feels messy, your data is hard to trust, or your team is struggling to understand how memberships should be sold, scheduled, and renewed, this episode offers practical strategies to help you clean up the process and create a more profitable program.In this episode, you'll learn:Why maintenance clubs need clear goals before setupHow poor CRM setup can create hidden revenue leaksWhy missed billing and overdue visits can hurt profitabilityThe difference between monthly and yearly membership billingHow clean equipment data can help your team make smarter decisionsWhy CSRs, dispatchers, and technicians need to understand the strategy behind the programHow automation can reduce office workload and improve customer follow upWhy maintenance programs should support recurring revenue, customer retention, and long term growthIf you're an HVAC contractor, plumber, electrician, roofer, or home service business owner looking to improve your maintenance program, strengthen recurring revenue, and get more from your existing customer base, this episode is packed with actionable insights.If you enjoyed this chat From the Yellow Chair, consider joining our newsletter, "Let's Sip Some Lemonade," where you can receive exclusive interviews, our bank of helpful downloadables, and updates on upcoming content.Please consider following and drop a review below if you enjoyed this episode. Be sure to check out our social media pages on Facebook and Instagram.From the Yellow Chair is powered by Lemon Seed, a marketing strategy and branding company for the trades. Lemon Seed specializes in rebrands, creating unique, comprehensive, organized marketing plans, social media, and graphic design. Learn more at www.LemonSeedMarketing.comInterested in being a guest on our show? Fill out this form!We'll see you next time, Lemon Heads!

Welcome to the Jiu Jitsu Dummies Podcast, presented by Black Belt Digital Marketing and AcademySafe.org In Episode 191 of the @JiuJitsuDummies podcast, we sit down with Black Belt Chris Mierzwiak from @MeruBJJ and @WODIFY to dive deep into the business and lifestyle of Jiu-Jitsu.  From the journey of starting an academy to building a sustainable and thriving student base, this episode is packed with real-world insight for academy owners and instructors alike. We also explore how tools like @WODIFY can be leveraged as a powerful CRM to streamline operations, improve student retention, and ultimately help grow your academy. Chris shares practical strategies, lessons learned, and actionable advice for anyone looking to take their Jiu-Jitsu business to the next level. Whether you're already running an academy or thinking about opening one, this conversation covers what it really takes to succeed, on and off the mats. Plus, we mix in plenty of Jiu-Jitsu talk, mindset, and community perspectives that make this art so powerful.   Instagram handles: @merubjj @wodify   Thank you to Episode Sponsors:  Black Belt Digital Marketing - Request a FREE Review of your company's online presence today! Academy Safe - Join or Donate now  Wodify - $100 off per month, for life! Flow N Roll - Get 20% OFF with Code: JJD Jiu Jitsu Dummies Podcast Store - Get 15% OFF with code: JJD FightTape.us - Get 10% OFF with code: JJD Contact the Dummies @JiuJitsuDummies on Instagram, Facebook, and X or at milton@jiujitsudummies.com to submit questions for consideration on the show. You can now also find us on TikTok @JiuJitsuDummiesPodcast Visit Jiu Jitsu Dummies for more details about the show, becoming a Sponsor, and a list of sites and apps to download or view the podcast.

What does it take to drive growth, lead change, and build winning sales organizations? In this episode of Sales Lead Dog, Christopher Smith sits down with Rodrigo Hijar, Head of Sales Strategy and Planning at Vilore Foods Company, to discuss sales leadership, growth strategy, change management, consumer behavior, CRM, and the future impact of AI on sales organizations. Rodrigo shares lessons from his journey through management consulting, revenue growth strategy, and consumer goods leadership. He explains why showing up consistently, staying ready for opportunity, and embracing change are critical to long-term success. The conversation explores how sales strategy teams can partner more effectively with sales leaders, why change management often fails, and how AI is beginning to reshape the role of CRM and sales planning. What You'll Learn • Why showing up consistently is one of the biggest drivers of success • How luck and preparation work together to create opportunities • The difference between B2B and consumer-focused sales organizations • Why sales leadership requires a unique approach to management • How sales strategy teams can create greater organizational impact • The keys to successful change management initiatives • Why sales and strategy teams must operate as one organization • How CRM should help predict what happens next, not just track activity • Why AI will transform sales planning and decision-making • How high-performing teams embrace growth and change About Rodrigo Hijar Rodrigo Hijar is Head of Sales Strategy and Planning at Vilore Foods Company, where he helps drive commercial growth, organizational transformation, and strategic planning initiatives. With more than 12 years of experience advising and leading consumer goods organizations across the United States and the Americas, Rodrigo brings deep expertise in revenue growth management, pricing strategy, pack-price architecture, promotional optimization, trade terms, and commercial strategy. His career spans management consulting and consumer goods leadership, helping organizations unlock growth opportunities while building sustainable commercial capabilities. Connect with Rodrigo Hijar LinkedIn: https://www.linkedin.com/in/rodrigo-hijar/ Learn More About Vilore Foods: https://www.vilore.com/ About Sales Lead Dog Sales Lead Dog is hosted by Christopher Smith, CRM technology and sales process expert, and founder of Empellor CRM. Each episode features sales leaders who have separated themselves from the rest of the pack, sharing how they achieve success with their teams and their CRM strategy. Unless you are the lead dog, the view never changes. Connect and Learn More All episodes and show notes: https://empellorcrm.com/salesleaddog/ If this episode brought you value:

Mike Armistead has been in the room for almost every major technology wave of the past 30 years — from client-server computing, to the early internet at Lycos, to application security at Fortify Software (acquired by HP), to AI-driven security at Respond Software (acquired by FireEye for $186M, eventually folded into Google). Now on his sixth startup, he's CEO of Pulse Security AI, building what he calls a "system of record" for security leaders — giving CISOs the same kind of business-level visibility that CFOs get from their ERP and sales leaders get from their CRM.In this episode, Jeff and Mike dig into the weight of inertia that slows every major technology transition, why conviction is the one thing that gets founders through the rough patches, and how to stress-test your assumptions before spending a year building something people will admire but never buy. They also go deep on the evolving cybersecurity landscape — why security tools have historically grown in siloed, technical layers, why AI-driven threats (deepfakes, impersonation, prompt injection) are accelerating faster than most organizations can respond, and why scenario planning is no longer a quarterly exercise — it's a survival skill.Key Takeaways0:00 — Intro: The real obstacle to technology transitions isn't innovation — it's the weight of existing systems, habits, and inertia3:00 — Why conviction is the essential quality that gets founders through rough patches in every startup cycle7:00 — Lessons from Reed Hastings' Pure Software: culture, ethics, and values were being built even before Netflix9:00 — Risk evaluation after multiple exits: what Mike learned from walking into a high-debt company right before 9/11 — and why structural due diligence matters as much as product quality11:30 — The value of tabletop exercises: role-playing "what if" scenarios with co-founders and executives surfaces risks you'd never otherwise think about12:45 — What is Pulse Security AI? The gap between technical security data and business-level decision-making — and why CISOs are the only C-suite executives without a true system of record16:30 — How an agentic layer can connect siloed security tools and translate technical risk data into the business language boards actually need18:40 — Leading through platform shifts: understanding early vs. late adopters and why you can't force mainstream buyers before they're ready21:00 — Security's evolution from compliance checkbox to strategic business function — and why the threat landscape is always moving in multiple dimensions simultaneously24:20 — AI-driven threats, deepfakes, and the "trust and verify" world: practical security posture advice for companies of all sizes33:00 — Fundraising on your sixth startup: how the investment landscape has shifted (seed rounds now include institutional investors; A rounds now require real revenue)39:30 — Avoiding the customer feedback trap: why "that's cool" is not the same as "I'd pay for that" — and how to ask the uncomfortable pricing question early41:30 — The AI hype cycle: the one question that never changes — are you adding enough value that someone will pay for it?45:00 — The future of cybersecurity over the next five years: breaking down silos, AI-driven threat acceleration, and why humans still need to stay in the loopTweetable Quotes"Conviction is essential. It's what gets you through the rough patches — and there are always rough patches." — Mike Armistead"History doesn't repeat itself, but it certainly rhymes. You're gonna encounter certain things everywhere, and you have to learn how to break out of the bucket people want to put you in." — Mike Armistead"'That's cool' is not the same as 'I'd pay for that.' You have to listen for when they start thinking about how they can buy it." — Mike Armistead"Risk mitigation isn't a 'done' setting. Just because you're certified today doesn't mean you're protected tomorrow." — Mike Armistead"We live in a trust-and-verify world. If something is asking you to do something you wouldn't normally do, the flags have to go up." — Mike Armistead"AI doesn't scale people. It scales attacks. The infrastructure we built was designed for a different threat landscape." — Mike ArmisteadSaaS Leadership LessonsConviction is your most valuable asset in a hard growth cycle. Every startup goes through wild swings. The founders who make it through aren't the ones with the best product at every moment — they're the ones who maintained conviction that what they were building would be genuinely valuable to their customers. Momentum fades. Conviction doesn't.Do your structural due diligence before you walk in. Mike's hardest lesson came from his first CEO role: a high-debt company that collapsed not because the business was failing, but because lenders called loans after 9/11. The business itself was fine. The structure killed it. Always understand the financial architecture of what you're walking into — especially in uncertain macro environments.Run tabletop exercises with your leadership team. Don't wait for a crisis to figure out your response. Role-play "what if" scenarios regularly with your co-founders and executives. Someone always surfaces a risk you hadn't considered — and the solutions are often simpler than you'd expect. This is no longer optional; it's a survival skill.Know where you are in the adoption curve — and don't fight it. Early adopters will take a chance on you because they see competitive advantage. Mainstream buyers need proof points. Late adopters need to see their peers doing it. Pestering a mainstream buyer with an early-stage pitch isn't a winning fight. Build for the stage you're actually in.Ask the uncomfortable pricing question early and often. Founders are wired to build. We're not always wired to sell. But the market will tell you the truth faster than any advisor. Ask potential customers directly: "Would you pay X for this?" Fight through the politeness. Watch for buying signals — when someone starts thinking about procurement rather than just nodding along, you're onto something.Stop building for "cool" — build for "when can I buy it?" Customer enthusiasm and purchase intent are not the same thing. If your beta testers are telling you it's great but nobody's asking how to get it, you haven't found product-market fit. Continually test your story, move toward a bigger narrative when needed, and keep engaging the market until the signals change.Guest Resourcesmike@pulsesecurity.aipulsesecurity.aihttps://www.linkedin.com/in/mike-armistead-1164715/Episode SponsorThe Futureproof Series - https://www.youtube.com/playlist?list=PLfkXKUPZ5xuOqMPR7_gzGybncTtavyR1NThe Captain's KeysSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code ‘SaaSFuel'Champion Leadership Group – https://championleadership.com/SaaS Fuel ResourcesWebsite - https://championleadership.com/Jeff Mains on LinkedIn - https://www.linkedin.com/in/jeffkmains/Twitter - https://twitter.com/jeffkmainsFacebook - https://www.facebook.com/thesaasguy/Instagram - https://instagram.com/jeffkmains

You've spent months—maybe years—writing your manuscript. But publishing is only the beginning. The real challenge is reaching the right readers and turning attention into lasting connection. What if your book wasn't static, but a “living document”—an interactive extension of your brand that evolves with your audience?Today, Domingo Silvas helps us explore how AI is transforming the author journey—not as replacement, but as an augmentation tool that helps you:Turn pages into conversations with AI-driven book companionsScale marketing with automated, high-converting 30-day launch plansBuild a living document with dynamic content, CRM integration, and clear CTAsProtect your voice using specialized AI tools that reduce hallucinations and stay on-brandWhether you're building a readership or converting clients, it's time to rethink what your book can do—and how AI can amplify its impact.Love the show? Subscribe, rate, review, and share! https://superbrandpublishing.com/podcast/

In this episode, Laura Cantor shares key takeaways from her experience at Vendors in Partnership, including emerging trends in retail, the growing importance of meaningful partnerships, and how brands can cut through the noise in a tech-saturated landscape.  She dives into why people—and the partnerships they build—are still the foundation of innovation and growth, even as AI continues to transform the industry.  Laura also highlights tactical approaches that are driving real results today, including insights on high-impact ecommerce solutions like AfterSell, a platform helping brands maximize revenue through post-purchase optimization.  In This Conversation We Discuss: [00:00] Intro [02:38] Learning the value of brand building [06:20] Sponsor: Migrate [08:19] Prioritizing learning over job titles [12:46] Sponsor: Intelligems [14:46] Overcoming organizational status quo [17:08] Streamlining operations for future tech [21:06] Sponsor: Electric eye [22:14] Optimizing brands for agentic AI search [23:43] Monetizing traffic through retail networks [25:34] Callouts [25:44] Leveraging partnerships for mutual wins [28:00] Emphasizing human strategy alongside AI  Resources: Subscribe to Honest Ecommerce on Youtube Women's apparel specialty retailer nyandcompany.com/ Follow Laura Cantor linkedin.com/in/lauracantor/ Migrate and grow more klaviyo.com/honest Book a demo today at intelligems.io/ Schedule an intro call with one of our experts electriceye.io/connect If you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Agentic AI has taken off in software engineering, but most CIOs still cannot make agents work in everyday knowledge work in the enterprise. Aaron Levie, co-founder and CEO of Box, explains why that gap exists and what enterprises must change to close it. Drawing on what Box sees across its enterprise customer base, including 68% of the Fortune 500, Levie covers data access, verification, budgets, architecture, and the new roles required to realize real value from enterprise AI agents.======This episode is brought to you by Gartner IT Symposium/Xpo™. Ready to scale agentic AI from pilot to production? Join top CIOs and IT executives at Gartner IT Symposium/Xpo, taking place this October 19th through the 22nd in Orlando, Florida. Over 300 Gartner analyst-led sessions will cover top priorities shaping IT—from AI value, governance, and cybersecurity to cost optimization, IT operating models, and beyond. Get practical, actionable insights—and connect with peers tackling the same challenges you are.Secure your spot today at gartner.com/us/symposium.======YOU'LL DISCOVER✅ Why agentic coding raced ahead while knowledge work agents lag, across three properties: text based work, verifiability, and data access✅ The "AI psychosis" pattern Levie says makes CEOs overestimate agents, and why distance from the last mile of work distorts executive judgment✅ Why you should retry a failed AI project roughly every six months as frontier models keep improving✅ The forward-deployed engineer role, internal and external, and why it becomes essential to enterprise AI adoption✅ Why your IT and data architecture, not the model you pick, often determines what you actually get from agents✅ The end of venture-subsidized tokens, and why the line of business, not just IT, now has to own the AI budget✅ Why Levie says you should not vibe-code core systems of record like ERP or CRM, and where agent value actually accrues✅ Value maxing versus token maxing: how to judge AI ROI and avoid a surprise overnight token bill⏱️ TIMESTAMPS0:00 The promise of agentic coding5:11 Why knowledge work resists agents8:52 The AI psychosis trap for CEOs14:57 Be ambitious, then retry in six months17:25 The rise of the forward-deployed engineer21:09 Frontier models need your data architecture27:14 The end of subsidized tokens31:18 How knowledge workers should prepare36:37 Where software value shifts39:03 Reimagining workflows around abundance43:03 Value maxing versus token maxing49:46 Advice for CIOs

In this episode of Run the Numbers, CJ sits down with Dan Bettes, CFO of SoundCloud, at the New York Stock Exchange. Dan breaks down how SoundCloud operates as a two-sided music marketplace, how he thinks about liquidity between fans and creators, and why great finance leaders need to make forecasting feel owned by the business—SPONSORS:Aleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/runRightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartupsSpendHound cuts your SaaS and AI spend by up to 30% using real pricing benchmarks across 10,000 vendors, so you always know what fair pricing looks like before your next renewal. Rated #1 on G2 in SaaS spend management, it's free forever for teams up to 1,000 employees. Sign up by June 12th and get $500 just for getting started. Go to https://www.spendhound.com/cjBrex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metrics—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/danielbettes/Company: https://soundcloud.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and Intro2:17 First stock: a Vanguard index fund3:13 Most memorable IPO: Groupon4:54 Benefits of going public have changed5:47 SoundCloud and the music industry7:21 Three eras: physical, streaming, creator platform8:49 Streaming unbundled the album10:03 Artists don't need labels anymore11:40 Sponsors — Aleph | RightRev | Rillet15:00 SoundCloud's two-sided business model16:23 Touring replaced the album17:17 First metric every morning: net adds18:31 DAU vs. MAU: it's a funnel19:14 Viral moments and exogenous pops20:10 LTV and the subscription funnel21:38 Sponsors — EY | SpendHound | Brex24:35 Tops-down vs. bottoms-up: reconcile both26:21 Revenue is an output27:45 Handling forecast deviation29:24 How often to reforecast30:23 The final boss: indirect cash flow statement33:09 Cash vs. EBITDA fluency35:04 Plain English and the power of reps36:52 Tailor the message to the audience37:45 Lightning round37:45 Screwed up: miscounted corn at a banquet38:41 Lean into discomfort39:55 Craziest expense: a post-flight massage40:17 Credits

Are you tired of chasing leads down a complex sales funnel that just isn't converting? In this episode of Let's Talk Marketing, Nathan Webster breaks down "The Netflix Effect," the exact strategy mega-corporations like Amazon and Netflix use to capture data, streamline sales, and dominate their industries. If you are a founder, solo entrepreneur, or DIY business owner who needs to fix your sales process without blowing a massive budget, this episode is for you. Learn how to stop overcomplicating your website and start using a simple, high-converting ecosystem: one landing page, a powerful CRM, and undeniable value. 90% of you watching right now aren't subscribed! Do a brotha a favor and hit that subscribe and like button, and share this video with a fellow business owner who needs to scale their sales strategy. Resources Mentioned In This Episode: Join the DIY Marketing Kit Class: https://ndubbrand.com/the-diy-marketing-kit-class/ Our Recommended CRM (Go High Level): https://www.gohighlevel.com/?fp_ref=dgp1h

Becca Lueck has been photographing families in the Portland, Oregon area for 16 years, but she didn't find lifestyle photography until year seven. Once she did, everything changed. We talk about the before and after of learning to fall in love with the work you're doing, how it changes, and how to keep it interesting.  Becca is the founder of Becca Jean Photography, a membership for family photographers, and a suite of courses covering everything from business systems to video. She's also been blogging and building her SEO for years, to the point where she can now publish a post and rank on the first page within days. In this episode, we talk about how she got there and how things look now. We also get into her video workflow — how she moves between photo and video inside a family session without losing momentum — and her honest take on where new photographers should put their energy.      Find It Quickly: 3:30 - Getting started 7:00 - Mini sessions and slow early growth 12:00 - Discovering lifestyle photography in 2017 20:00 - Client prep: email sequences other tools 27:00 - Styling guidance and client closets 30:00 - Adding video inside a family session 37:00 - SEO over Instagram 41:00 - Becca's membership 44:00 - Photo fuel: in-person events     Mentioned in this Episode: Becca's Membership: https://courses.beccajeanphotography.com/p/family-photography-collective Style and Select: https://styleandselect.com/ Becca's CRM: https://17hats.com/ How Becca edits film: Adobe Premiere Pro How Becca edits photo: Imagin AI Tristin Tracy: @tristentracy_photography   Connect with Becca:  Education: https://beccajeanphotography.com/education Instagram: @beccajeanphotography  Connect with Leah: PhotoFuel Retreat and Mastermind: leahoconnell.com/retreat Free resources: leahoconnell.com/learn  

In this episode, SBC Media Director Martyn Elliott is joined by Shawn Fluharty, Chair of the Better Gambling Forum. Together, they discuss how collaboration, regulation, and innovation are shaping the iGaming sector to drive sustainability, player protection, and responsible growth.Key TopicsThe mission of the Better Gambling Forum and its global approachThe importance of early expert involvement in policy makingIndustry's move beyond compliance for sustainabilityChallenges of prediction markets and black market risksThe role of media in shaping public perception of gamblingHost: Martyn ElliottGuest: Shawn FluhartyProducer: Anaya McDonaldEditor: Anaya McDonaldArticle: https://sbcnews.co.uk/social-responsibility/2026/05/26/better-gambling-forum-sbc-partnership/Learn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

Sun, 14 Jun 2026 15:00:00 GMT http://relay.fm/mpu/853 http://relay.fm/mpu/853 Siri AI and WWDC 2026 853 David Sparks and Stephen Robles Stephen reports live from Apple Park on WWDC 2026: the post-keynote tech talk, Gemini partnership explained, and Siri AI that finally works. Plus shortcuts, photos AI, and more. Stephen reports live from Apple Park on WWDC 2026: the post-keynote tech talk, Gemini partnership explained, and Siri AI that finally works. Plus shortcuts, photos AI, and more. clean 4452 Stephen reports live from Apple Park on WWDC 2026: the post-keynote tech talk, Gemini partnership explained, and Siri AI that finally works. Plus shortcuts, photos AI, and more. This episode of Mac Power Users is sponsored by: Daylite: The only made-for-mac CRM solution. Start your free trial today. Workbrew: Deliver the software your team needs securely and at scale. Mercury Weather: Forecasts, beautifully done. Download now for free. Squarespace: Save 10% off your first purchase of a website or domain using code MPU. Links and Show Notes: Credits The Mac Power Users Stephen Robles David Sparks The Editor Jim Metzendorf The Fixer Kerry Provanzano More Power Users: Ad-free episodes with regular bonus segments Submit Feedback macOS Features Wall of Text — Basic Apple Guy Shortcuts Just Changed Forever - YouTube Apple unveils next generation of Apple Intelligence, Siri AI, and more - Apple Bridget Photo - Original Bridget Photo - Extended Bridget Photo - Clean Up UniFi Travel Router Stephen Robles Primary Technology iJustine John Gruber (Daring Fireball) Joanna Stern (WSJ) Nilay Patel (The Verge) Bridget Carey (CNET) Andrew O'Hara (AppleInsider) Federico Viticci (MacStories) Mike Hurley (Relay FM) LM Studio DEVONthink Bear Fastmail Perplexity changedetection.io Pushcut Data Jar MPU 852

Sun, 14 Jun 2026 15:00:00 GMT http://relay.fm/mpu/853 http://relay.fm/mpu/853 David Sparks and Stephen Robles Stephen reports live from Apple Park on WWDC 2026: the post-keynote tech talk, Gemini partnership explained, and Siri AI that finally works. Plus shortcuts, photos AI, and more. Stephen reports live from Apple Park on WWDC 2026: the post-keynote tech talk, Gemini partnership explained, and Siri AI that finally works. Plus shortcuts, photos AI, and more. clean 4452 Stephen reports live from Apple Park on WWDC 2026: the post-keynote tech talk, Gemini partnership explained, and Siri AI that finally works. Plus shortcuts, photos AI, and more. This episode of Mac Power Users is sponsored by: Daylite: The only made-for-mac CRM solution. Start your free trial today. Workbrew: Deliver the software your team needs securely and at scale. Mercury Weather: Forecasts, beautifully done. Download now for free. Squarespace: Save 10% off your first purchase of a website or domain using code MPU. Links and Show Notes: Credits The Mac Power Users Stephen Robles David Sparks The Editor Jim Metzendorf The Fixer Kerry Provanzano More Power Users: Ad-free episodes with regular bonus segments Submit Feedback macOS Features Wall of Text — Basic Apple Guy Shortcuts Just Changed Forever - YouTube Apple unveils next generation of Apple Intelligence, Siri AI, and more - Apple Bridget Photo - Original Bridget Photo - Extended Bridget Photo - Clean Up UniFi Travel Router Stephen Robles Primary Technology iJustine John Gruber (Daring Fireball) Joanna Stern (WSJ) Nilay Patel (The Verge) Bridget Carey (CNET) Andrew O'Hara (AppleInsider) Federico Viticci (MacStories) Mike Hurley (Relay FM) LM Studio DEVONthink Bear Fastmail Perplexity changedetection.io Pushcut Data Jar

Vojtěch Bořil z Raynetu mluví o udržení firemní kultury při růstu firmy, o hodnotách, otevřenosti, odpovědnosti lidí a jasném zadání v týmech. Podle něj kultura nestojí na heslech na zdi, ale na konkrétním chování, společném kontextu a schopnosti lidí rozhodovat ve své oblasti. V celém rozhovoru uslyšíte víc konkrétních zkušeností z Raynetu o růstu, obchodu, náboru i využití AI v CRM. Tato epizoda je součástí podcastu, který pro vás od roku 2015 připravuje Jiří Rostecký. Videa k podcastům najdete na jeho webu: www.rostecky.cz (Sponzorováno) Veškerá doporučení, informace, data, služby, reklamy nebo jakékoliv jiné sdělení zveřejněné na našich stránkách je pouze nezávazného charakteru a nejedná se o odborné rady nebo doporučení z naší strany. Podrobnosti na odkazu https://rostecky.cz/upozorneni.

In this episode of The UK Flooring Podcast, Tom sits down with Dean Smith, owner of DCS Flooring Limited, for an honest conversation about growing a commercial flooring business, stepping away from the tools and finding a better balance between work and family life.Dean shares how he followed his dad into flooring after leaving college, before choosing a different route and building a business focused mainly on commercial projects.However, years of fitting demanding floors during the day, quoting at night and carrying the pressure of running a business began to take its toll. Dean found himself physically exhausted, struggling to make the numbers work and bringing the stress of the business home with him.That pressure eventually contributed to the breakdown of his relationship and forced him to reconsider what he wanted from his business and his life.Dean explains how taking on more fitters and coming off the tools helped him regain control. Although the transition was difficult, and the work initially struggled to catch up with the size of the team, it allowed him to focus on winning projects, managing the business and spending more time with his children.The conversation also explores the realities of managing employees, staying organised, using AI and automation, and why business owners can become so focused on systems that they forget the basic task of bringing new work through the door.What You'll Learn in This EpisodeHow Dean progressed from working alongside his dad to running DCS Flooring LimitedWhy he chose commercial flooring instead of following his dad into domestic retailThe physical and emotional impact of fitting floors while trying to run a businessHow business pressure affected Dean's relationship and family lifeWhy working harder did not necessarily mean making more moneyThe challenges of employing people before the workload has caught upWhy getting off the tools became a major turning pointHow Dean keeps his team happy through fairness, good pay and sensible working hoursWhy every employee is motivated by something differentHow early mornings help Dean complete his most important workWhy enjoying your job is often a choice rather than something that simply happensHow Dean uses ChatGPT, CRM systems and an AI receptionist in the businessThe risks of automating too much of the customer journeyWhy systems and processes can become a distraction from salesDean's plans to grow the company without losing the freedom he has createdMemorable Quote“We can all go to work and earn money, but ultimately you need to go to work and enjoy yourself.”Speaker InformationDean Smith is the owner of DCS Flooring Limited, a commercial flooring contractor based in Leicestershire.After spending much of his career fitting floors himself, Dean is now focused on growing his team, improving the company's systems and building a business that gives him more control, freedom and time with his family.Follow DCS Flooring Limited on Instagram:@dcsflooringltdVisit the DCS Flooring website:www.dcsflooringltd.co.ukWhere to Find The UK Flooring PodcastListen to The UK Flooring Podcast on Spotify and Apple Podcasts, or watch the latest episodes through the Cockerill & Co YouTube channel.Follow The UK Flooring Podcast on Instagram, Facebook, TikTok and LinkedIn for new episodes, clips and conversations from across the flooring industry. Hosted on Acast. See acast.com/privacy for more information.

Pest Control Marketing Domination PodcastSeason 5, Episode 21Hosted by Casey LewisPest control SEO is changing.For years, many companies approached search-engine optimization by identifying a keyword, creating a page and repeating the phrase enough times to hopefully earn a ranking.That strategy is no longer enough.In this episode, Casey Lewis explains why pest control companies need to move beyond isolated keywords and start building genuine topical and local authority.Today's customers are not only typing short search phrases into Google. They are asking complete questions through voice search, reviewing AI-generated answers and using platforms such as ChatGPT and Gemini to research services and compare companies.To remain visible, pest control websites need to provide more than keyword-focused service pages. They need organized content, meaningful local context, real-world experience and clear evidence of expertise.Casey discusses:Why traditional keyword-chasing strategies are becoming less effectiveThe relationship between content, context and authorityHow pillar pages and topic clusters strengthen pest control SEOWhy random blog articles rarely create meaningful authorityHow to organize content around high-value servicesWriting for customers, Google, AI-generated results and voice searchUsing real technician knowledge to demonstrate experienceStrengthening local authority with better city and service-area contentCreating content for every stage of the customer journeyThe continued importance of technical SEOConnecting organic traffic to leads, appointments and revenueHow SEO and paid advertising can work togetherCommon pest control SEO practices companies should stop usingA practical framework for building authority throughout 2026Keywords still matter, but keywords should be treated as clues rather than the complete strategy.They help businesses understand customer demand, search behavior and the language people use when describing pest issues.The larger goal is to build enough useful and connected information that search engines, AI platforms and potential customers recognize the company as a credible authority.A single termite page may target a keyword.A complete termite topic cluster demonstrates expertise.That cluster might include information about inspections, treatments, warning signs, termite species, swarmers, mud tubes, damage, repairs, warranties, real-estate reports and frequently asked questions.When these resources are properly connected, they create a much stronger foundation for long-term visibility.Do not simply create more pages.Create more value.Do not build a website around disconnected keywords.Build an organized resource around the services your company wants to sell.The pest control companies that win in 2026 will be the companies that consistently demonstrate experience, expertise, local relevance and trust.Casey Lewis is the host of the Pest Control Marketing Domination Podcast and the founder of Rhino Pest Control Marketing.Rhino helps pest control, wildlife-control and lawn-care companies grow through:Website design and developmentSearch-engine optimizationTopic-cluster and content strategiesGoogle Ads and Local Services AdsHighLevel CRM implementationAI receptionist systemsLanding pages and lead-generation campaignsEmail, text-message and review campaignsSocial media and video marketingLocal search and Google Business Profile optimizationWebsite: RhinoPestControlMarketing.comPodcast: Pest Control Marketing Domination PodcastHost: Casey LewisEmail: casey@rhinopros.comSubscribe to the podcast for more practical conversations about pest control marketing, advertising, websites, sales systems, CRM technology, artificial intelligence and business growth.#PestControlMarketing #PestControlSEO #LocalSEO #SEO2026 #PestControlBusiness #ContentMarketing #TopicClusters #PillarPages #AISEO #GoogleSEO #PestControlAdvertising #DigitalMarketing

Listen to one of our forum sessions on sustainability in yacht shipping:Data That Builds Trust: Personalization in the Luxury MarketPersonalization is no longer optional in luxury marketing but it must be executed with precision, restraint, and respect for privacy. This session examines how data can be used intelligently to enhance client experiences without compromising trust. Experts discuss CRM strategies, personalization across touchpoints, and how to balance technology with the human element that defines true luxury.Key Topics:Using data to personalize experiences without feeling intrusiveCRM and data infrastructure in luxury and UHNW marketsPrivacy, consent, and trust as brand differentiatorsTranslating insights into tailored communication, offers, and experiencesSpeakers:Adra Graves,Kristina AgustinModerator:Sophie Spicknell

For brewing industry veterans Ben Allgood and Brady Jones, the chance to open their own brewery in Sacramento, California—Geisthaus—meant endless possibility, but they chose to intentionally limit themselves to lagers. Despite that self-imposed restriction, they're finding space for a range of creative expressions within the familiar worlds of pilsner and helles—but they're also not shying away from experimenting with hazy pale lager. In this episode, Allgood and Jones discuss: the choices they make in seven different pils recipes hops such as Spalt Select and Mittlefrüh and their impact on pils brewing pils with local and regional craft malts building “rustic robustness” in helles finding character with the White Labs WLP833 German Bock strain testing lager recipes head-to-head with house yeast and 34/70 the importance of high carbonation pulling levers to boost haze in pale lager the ins and outs of Lallemand's NovaLager strain using New Zealand hops for haze stability in lager And more. G&D Chillers G&D's new Elite 290 Micro-series runs on a Natural Refrigerant with near-zero Global Warming Potential—built for brewers who care about sustainability and performance. They recently built one for New Belgium Brewing, delivering around 50% energy savings over CO₂ systems and 9% more efficiency than A2Ls. That's real-world impact from a brewery that knows what it takes. With 24/7 support and remote monitoring, your cold side stays dialed in—day or night. Learn more about sustainable chiller solutions at gdchillers.com/podcast. Berkeley Yeast Berkeley Yeast just launched Dry Tropics London! Our best-selling liquid yeast strain, now with all the ease-of-use benefits of dry yeast. Dry Tropics London delivers the soft, pillowy mouthfeel and juicy character you'd expect from a top-tier London Ale strain, but with a serious upgrade: a burst of thiols that unleash vibrant, layered notes of grapefruit and passion fruit. A lot of brewers love the clean passion fruit you get from Tropics, but they don't want every IPA to be a tropical-fruit bomb. At the dry yeast price point, you can pitch and ditch without breaking the bank. Or, you can co-pitch with your house strain to adjust the intensity of the notes. And with nationwide free shipping, there's never been a better time to try Dry Tropics. Order now at berkeleyyeast.com and experience the ease and impact of Dry Tropics London Yeast. PakTech This episode is sponsored by PakTech—delivering craft-beer multipacking you can trust. Our handles are made from 100 percent recycled plastic and are fully recyclable, helping breweries close the loop and advance the circular economy. With a minimalist design, durable functionality you can rely on, and custom color matching, our carriers help brands stand out while staying sustainable. Trusted by craft brewers nationwide, we offer a smarter, sustainable way to carry your beer. To learn more, visit paktech-opi.com. Indie Hops Oregon hop country is heaven to world-class lager varieties, and Indie Hops is proud to have introduced Oregon's newest lager hop, Lórien, in 2022. Lórien is in a growing list of beers that have found their way to the podium and—more importantly—into the hearts of lager lovers across the country. Discover Indie Hops Lórien. (Side effects may include rampant festivity, sales bumps, and exceeded expectations.) Indie Hops—Life is Short. Let's Make It Flavorful. Midea 50/50 Flex If you're like many podcast listeners, you've got a lot of beers at home, and your regular fridge is at capacity. Enter the Midea 50/50 Flex—the industry's first dual compartment three-way convertible freezer. Here's what all that means for you: options! The 50/50 has the power to be all freezer, all fridge, or a little bit of both. But you'll probably want to use those 20 cubic feet as a massive, garage-ready beer fridge. You can also change which side the door is on or how you want the shelves to be arranged—the 50/50 totally flexes to fit your life. Plus, it's designed to maintain a stable temperature even in non-climate-controlled conditions—so you can crack a cold one even on the warmest days in the man cave. Take your garage to the next level! Check out Midea.com/us/ to get more info about this game changer today. Cheers! Old Orchard Your brewery deserves a supplier that can keep your customers engaged with new flavors. That's why Old Orchard releases juice concentrates and blends with trending flavor profiles like White Sangria and Passion Orange Guava. If you need a custom solution, Old Orchard's R&D team wants to hear from you. Fruit ingredients that get you: get Old Orchard's free samples at oldorchard.com/brewer. Encompass You know the pain all too well. You're guessing at market trends, left in the dark about how your liquids are performing on the shelves. You can't tell if your distributors are actually executing the objectives you gave them. But now there's a faster, more real-time, and value-packed way to get the full picture instantly and strengthen those distributor partnerships. Introducing Orbit by Encompass. Orbit Data & CRM connects your production performance directly to the wider beverage market. Orbit Data provides real-time visibility into retailer data, sales, and inventory so you can make faster and clear decisions. It's also a CRM for your supplier sales team that brings total transparency to your distributor relationships, keeping them accountable to what they need to sell and how. Orbit empowers producers to drive decisions with accurate data, discover new profit streams, and pivot faster than ever before. Go to encompasstech.com/launch-orbit for more details. Arryved Running a brewery means juggling a lot—managing production, serving guests, selling online, and keeping everything moving behind the scenes. That's where Arryved comes in. What started as a point-of-sale system has grown into the technology your brewery runs on—built specifically for the teams behind great beer. Unlike generic systems, Arryved brings together taproom service, online sales, brewery management, payments, reporting, and growth tools into one complete platform. So instead of bouncing between systems, you can brew, serve, and sell—all in one place. See it in action at CBC 2026, Booth 1626, or visit arryved.com to learn more. John I. Haas Brewing has always been about creativity—but at scale, it's about control. For more than 100 years, Haas has worked with brewers to push what's possible with hops. And today, that means more control over flavor, efficiency, and consistency. Our advanced products help you get more out of every brew—more flavor where you want it, less waste in the process, faster tank turns, and results you can count on—batch after batch, year after year. From next-generation pellets, such as LupoCORE and LupoMAX, to innovations such as Incognito and Euphorics, our products fit seamlessly into your process—from the hot side through fermentation to the cold side. Advanced hop products are just one of the ways Haas is growing the future of brewing. Learn more at johnihaas.com.

Most roofing contractors think growth comes from more leads.John Starry took a different approach.In just three years, he built Steadfast Roofing into a $13 million company while earning nearly 800 Google reviews, creating a strong company culture, and building systems that support sustainable growth.In this episode, John shares how his team generates referrals from every project, follows up with leads faster, creates a consistent customer experience, and tracks profitability as the company grows.If you're looking to grow your roofing company without creating more chaos, this episode is packed with practical lessons you can apply immediately.WHAT YOU'LL LEARNHow John built a $13M roofing company in just three yearsHow Steadfast Roofing earned nearly 800 Google reviewsThe review process that creates consistent 5-star customer experiencesWhy speed-to-lead is critical for converting expensive leadsHow to generate referrals from every job siteThe systems and processes that support sustainable growthHow company culture impacts accountability and performanceWhy job costing and profitability tracking matter as you scaleCHAPTERS00:00 Introduction05:13 Starting Steadfast Roofing08:36 Growing to $3.7M in Year One12:00 Neighborhood Marketing and Referrals13:42 How They Earned Nearly 800 Google Reviews16:47 Lead Generation That Works18:40 Speed-to-Lead and Follow-Up23:39 Building a Website That Converts25:40 Growing to $13M30:45 Managing a Growing Sales Team33:13 Building Company Culture34:29 Production Systems and Communication42:00 Job Costing and Profitability47:24 Managing Growth and Cash Flow51:32 Lessons Learned53:19 Final ThoughtsSPONSORSSMA SupportMissed calls, poor follow-up, and stale estimates are costing roofing contractors thousands every month.SMA Support provides trained virtual assistants, inside sales support, lead follow-up, CRM management, and administrative support built specifically for roofing companies.Learn more:https://theroofercoach.com/smaProLineProLine helps roofing contractors streamline operations, automate follow-up, improve communication, and gain visibility into every stage of the customer journey.From lead management to production and reporting, ProLine helps contractors create the systems needed to scale.Learn more:https://theroofercoach.com/prolineRESOURCESThe Roofer Coachhttps://theroofercoach.comFree Roofing Business Resourceshttps://theroofercoach.com/resourcesRoofing Business Success Audithttps://theroofercoach.com/resourcesCONNECTIf you enjoyed this episode, subscribe to The Roofer Show and leave a review. It helps other roofing contractors build more profitable businesses with less stress and more freedom. About The Roofer ShowThe Roofer Show Podcast helps roofing contractors grow their businesses, make more money, and have more free time.Hosted by Dave Sullivan, The Roofer Coach, the show shares practical advice on roofing sales, marketing, operations, leadership, and financial management.

Tired vs. Wired: $4 Trillion in IPOs Coming, $100B in M&A, and Why the SaaSpocalypse is Over The public markets spent the last twelve months telling you B2B software was finished. Stocks down 60 to 70 percent. PE firms buying nobody. For the first time in history, software trading at a discount to the S&P 500. And at the exact same moment, Anthropic is projecting $50 billion in revenue, Cursor is getting acquired for $60 billion, and SpaceX, Anthropic, OpenAI, and Databricks are about to generate more market value than every other IPO since 2000 combined. Both things are true - and which one defines your next 18 months depends entirely on one question: are you tired or are you wired? In this episode, SaaStr CEO and Founder Jason Lemkin calls the market as he sees it, names who is winning and who is pretending, and makes the case that the Cambrian explosion in B2B is just getting started. You'll learn: Why the SaaSpocalypse was never about B2B dying - it was about pre-AI software dying - and what the Palantir, Twilio, and Atlassian re-acceleration stories actually tell you The four categories every B2B company falls into right now, and why category four founders need to stop pretending the recovery is coming on its own Why vibe coding your CRM is dead as a concept, and what "putting deals on your calendar" actually means as a product strategy Why your biggest near-term competitive edge might be two days of engineering work - making your API agent-friendly before your competitors do What SaaStr's own journey from 20 humans to 3 humans and 21 agents teaches you about consistency as the only real cheat code in agents This is for you if: Your growth has slowed and you are not sure whether it is a market problem or a you problem - this session will help you figure out which You are a founder or exec who has been in the "AI is coming" conversation for a year but has not yet seen it show up in your revenue You want the unfiltered version of where B2B is headed in the next 18 months, including the parts most people are too polite to say out loud

In this episode of the Crazy Wisdom Podcast, host Stewart Alsop sits down with client strategist Amadeus Huff to cover a wide range of topics that wind their way from the nuts and bolts of recruiting and payment models to the rapidly shifting landscape of AI adoption in business. The two dig into how AI tools are reshaping client success roles, the murky territory of recording laws and privacy in a globalized world, the geopolitical implications of oil supply chains, sanctions, and the rise of domestic tech ecosystems in countries like Russia and Argentina, and what all of this means for the future of human connection and the nation-state. Amadeus closes on an optimistic note, arguing that as AI takes over bureaucratic busywork and erodes trust online, people will increasingly hunger for genuine human relationships and third spaces. You can connect with Amadeus Huff on LinkedIn.Timestamps00:00 - Stewart introduces Amadeus Huff, diving into recruiting as building connections between job seekers and employers with minimal variance.05:00 - Amadeus discusses AI adoption pitfalls, comparing aggressive growth strategies to Amazon's early model, questioning whether tools deliver promised results.10:00 - Conversation shifts to AI notetaking versus human perception, exploring probabilistic interpretation differences between humans and machines.15:00 - Recording consent laws debated across states, touching on Waymo surveillance, Uber data collection, and public versus private space definitions.20:00 - Global privacy landscape examined, covering Swiss banking secrecy erosion, ProtonMail's departure, and RISC-V semiconductor development escaping US jurisdiction.25:00 - Sanctions creating domestic innovation ecosystems discussed through Russia's example, paralleling Argentina's emerging commerce evolution.29:00 - Closing reflections on AI replacing bureaucracy while preserving human purpose, optimism about meaningful work and deeper personal connections emerging.Key Insights1. Recruiting is fundamentally about reducing variance between what job seekers want and what employers offer. The most ethical payment models in recruiting are tied to proven success, such as waiting three months to confirm a hire is working out, rather than collecting fees the moment a contract is signed.2. Business thinking has shifted from shareholder value to stakeholder value, meaning companies now consider the wellbeing of employees, families, and communities, not just stock price. This shift is accelerating due to AI overpromising and underdelivering, making value-based measurement more important.3. AI is most useful when it handles administrative tasks that provide no direct value to customers, such as transcribing meetings and populating CRM systems. This frees up workers to focus on meaningful relationship-building and intellectual work rather than bureaucratic busywork.4. There is an important distinction between recorded and unrecorded conversation in professional settings. Building trust through informal off-the-record dialogue before switching on a transcription tool creates clearer boundaries and stronger relationships with clients.5. Sanctions tend to follow a bell curve of effectiveness. Over time they force sanctioned countries to build domestic alternatives, which gain adoption and loyalty, ultimately reducing the influence of the original foreign companies once sanctions lift.6. AI is degrading trust in online information to the point where people will increasingly crave authentic human connection, physical gathering spaces, live experiences, and real relationships rather than algorithmically generated content.7. AI is quietly improving intergenerational relationships by removing codependency. When elderly parents learn to use AI for technical help, their calls to family members shift from problem-solving to genuine connection, which strengthens the relationship.

This Week:  Your Successful Giving Day  Our coverage of the 2026 Nonprofit Technology Conference continues as Jackelyne Briseño helps you leverage giving day opportunities through segmentation; gamefying strategies; multi-channel methods; collaborating internally; using social influencers; preparing your CRM database; and, … Continue reading →

In this episode, David and Mitch talk about what it takes to build trust inside of your business, with both customers and employees. Trust is vital for everything. TW Job Calculator APPS Not ready for a full blown CRM but need to invoice from your phone? This is the APP! https://play.google.com/store/apps/details?id=com.tradewinsconsulting.jobcalculator https://apps.apple.com/us/app/trade-wins-job-calculator/id6744992264?platform=iphone If you have questions you'd like us to answer, please feel free to email them to AskMitch@MitchSmedley.com Thanks for listening and thanks for sharing! Enjoy the show! If you'd like more insight from Mitch and David, you need to check out Trade Wins. Trade Wins can help you start your business or take your newer business and get it to a very healthy level. For more information about Trade Wins, check out https://www.tradewinsconsulting.com/ FieldPulse is the Official Field Service Management Software of The Void Podcast. Their software is ideal for you and your business. For more information about how FieldPulse can benefit you, check them out here: https://www.fieldpulse.com/features?utm_source=referral&utm_medium=partner&utm_campaign=The+Void+/+Trade+Wins+(Mitch+Smedley) Empower Payments: Need a better credit card processor? These guys are it http://empowerpayments.com/TheVoid Contact us: askmitch@mitchsmedley.com david@tradewinsconsulting.com mitch@tradewinsconsulting.com

In this episode, Praxedis and Marco introduce Effie, a CRM and networking app designed for real estate wholesalers. They share insights on industry challenges, the importance of community, and how their app helps new wholesalers take consistent action and connect with local professionals.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Are you losing potential clients simply because no one got back to them fast enough? This episode is for you! Join Uriah as he walks you through why your intake process might be quietly costing you clients... and exactly what to do about it. It's not a marketing problem. It's not a clinical problem. It's an intake problem, and the good news is it's totally fixable. Links: SimpleIntake.ai: AI-powered intake CRM for therapists Productive Therapist: Find the best solution for your practice. Watch the workshop

Let's welcome Pat Riley onto the show this week. As an entrepreneur for years, Pat made a big pivot into working for someone else. That shift gives him a unique view from both the owner's and employee's side.This conversation challenged stereotypes we all hear Gen Z isn't lazy, Boomers aren't just selfish stock watchers, and bringing decades of experience into a new role doesn't mean you're stuck in old ways.Pat spent years owning and selling multiple businesses before transitioning into a sales management role. That transition from being the boss to having a boss required humility and finding leadership with values that aligned with his. He found both at Earth Development, bringing experience in building and leading organizations to his new position.We spend too much time labeling generations instead of recognizing what each one brings to the table.Pat's team is young and motivated by something bigger than just money. They understand the company's mission of keeping people safe in the winter. They care about purpose and community.Pat also talks about how he brought his AI expertise to transform a stagnant CRM system by simply asking technology how to solve problems differently.The college debt crisis came up when Pat shared his daughter's story about how her ideal college tuition just didn't make sense at over $200,000. The math didn't work. She ended up choosing a college closer to home which sacrificed experience but saved a lot of money in the future.Major employers are also starting to shift their requirements for four-year degrees. They've realized that many positions don't actually need one.Highlights:Young workers care more about purpose and being part of something bigger than just money.Pat's transition from business owner to employee required humility and finding values-aligned leadership.College debt has reached the point where $268,000 for a teaching degree makes zero financial sense.Major employers now accept two-year degrees because they've realized the traditional four-year degree isn't necessary for many positions.AI tools can transform stagnant systems when you simply ask how to solve problems differently.Do you want more honest conversations about what's actually happening in business and the workforce? Make sure to subscribe to Blue Collar BS. Share this episode with someone who needs to hear conversations about what's happening in the trades from people in the trades.Get in touch with Pat:WebsiteLinkedInGet in touch with us:Check out the Blue Collar BS website.Steve Doyle:WebsiteLinkedInEmailBrad Herda:WebsiteLinkedInEmailThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrpOP3 - https://op3.dev/privacy

Everyone knows video is king. We see entrepreneurs building audiences, creating authority, and turning simple videos into leads, sales, and loyal customers. Yet behind the scenes, many business owners are fighting the same battle… overthinking every word, dreading the editing process, and waiting for their videos to be "perfect" before they ever hit publish.In this episode of the Marketing Boost Solutions Podcast, Capt. Marco Torres sits down with bestselling author, film producer, movement builder, and OneTake AI CEO Sébastien Night to uncover the real bottleneck keeping entrepreneurs invisible; and how AI is helping eliminate the friction between your expertise and the people who need to hear it.From overcoming perfectionism and simplifying content creation to using video to build trust, nurture relationships, and generate real business growth, this conversation is packed with practical strategies every entrepreneur can apply immediately. Because the businesses winning today aren't necessarily the smartest, the loudest, or the most polished. They're the ones willing to take action before everything feels perfect.

In this episode, we explore the evolving landscape of US gaming, focusing on prediction markets, regulation, and the future of land-based and online betting. Featuring insights from industry experts at SBC Summit America, this discussion offers a comprehensive view of current challenges and opportunities.Key PointsPrediction markets regulation and legal landscapeImpact of regulation on prediction markets and operatorsGrowth opportunities in US iGaming and sports bettingLand-based gaming modernisation and AI integrationMarket strategies of major operators like Bet365 and BetMGMHost: Fernando NoodtGuest: Adam CandeeProducer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

**Title:**Quick Wins for Honda & Acura Dealers: 5 Digital Moves to Drive More LeadsDescription**:**In this 30-minute Quick Wins session, David Farmer from Intice shares five practical digital marketing moves Honda and Acura dealers can review and implement this month to create better shopper engagement and drive more measurable opportunities.The session focuses on simple, high-impact improvements dealers can make without rebuilding their entire digital strategy, including stronger SRP and VDP call-to-action hierarchy, turning offers into full-funnel campaigns, matching CTAs to shopper intent, aligning ads, landing pages, and lead response, and running a monthly digital health check.Attendees will also learn how better message consistency, offer visibility, CRM handoffs, and lead response scripts can help turn more existing traffic into real showroom opportunities.**Key Topics Covered:*** Strengthening SRP and VDP CTAs* Turning OEM and dealer offers into full-funnel campaigns* Matching website CTAs to shopper intent* Aligning ads, landing pages, CRM leads, and follow-up scripts* Using the Intice Lead Playbook to improve lead response* Running a simple digital health check across speed, mobile, tracking, SEO, accessibility, and offer accuracyThis session is designed for Honda and Acura dealers looking for practical ways to improve website performance, campaign consistency, lead quality, and digital-to-showroom handoffs.

What does it take to build high-performing sales teams in an AI-driven world? In this episode of Sales Lead Dog, Christopher Smith sits down with Leala Dueno, CRO and Founder at LATTIX, to discuss sales leadership, team development, mentorship, CRM strategy, AI, and what it takes to create repeatable revenue growth. Leala shares lessons from her journey building and scaling sales organizations, leading enterprise growth initiatives, and helping companies navigate the evolving relationship between data security, AI, and business growth. The conversation explores the realities of sales leadership, the importance of resilience, how to manage up effectively, and why CRM and AI are transforming the future of sales organizations. What You'll Learn • How great mentors can accelerate career growth • Why ego often becomes a barrier to sales success • The mindset needed to overcome setbacks in sales • Lessons from building and scaling high-performing teams • How successful leaders manage up and influence stakeholders • Why CRM must evolve beyond a system of record • How AI is changing sales operations and decision-making • The risks organizations face when adopting AI • Why data quality is critical for growth and forecasting • Leadership principles that help teams perform consistently About Leala Dueno Leala Dueno is the CRO and Founder at LATTIX, a company building trust infrastructure for the AI era. She is a revenue leader and startup operator with extensive experience building and scaling sales and account management teams across global technology organizations. Throughout her career, Leala has led enterprise growth initiatives, developed go-to-market strategies, and managed multimillion-dollar portfolios across technology services and AI-driven solutions. At LATTIX, she is helping define a new category at the intersection of data security, AI, and zero-trust infrastructure, enabling organizations to securely share, control, and trust their data across increasingly complex environments. Her leadership approach focuses on building repeatable revenue systems, developing talent, and helping organizations adapt to the rapidly changing technology landscape. Connect with Leala Dueno LinkedIn: https://www.linkedin.com/in/lealadueno/ Learn More About LATTIX: https://lattix.com About Sales Lead Dog Sales Lead Dog is hosted by Christopher Smith, CRM technology and sales process expert, and founder of Empellor CRM. Each episode features sales leaders who have separated themselves from the rest of the pack, sharing how they achieve success with their teams and their CRM strategy. Unless you are the lead dog, the view never changes. Connect and Learn More All episodes and show notes: https://empellorcrm.com/salesleaddog/ If this episode brought you value:

How Speed to Lead Unlocks More Revenue From Every Lead SourceMost contractors think they need more leads. According to Tyson Chen, co-founder of Avoca, most home service companies actually need a better system for capturing, contacting, and converting the leads they already have.In this episode, John Wilson sits down with Tyson Chen to break down the speed-to-lead systems that are helping home service companies double revenue, improve booking rates, and make channels like Angi, Yelp, Meta, Thumbtack, and Google LSA profitable. They discuss the exact follow-up cadence used by top-performing contractors, why most businesses leave revenue on the table, and how AI, outbound calling, and automation are changing lead conversion in the trades.They also explore how private equity-backed platforms are using speed-to-lead to create entirely new revenue streams, why response time directly impacts lead quality and platform rankings, and what contractors need to do to maximize ROI from every marketing channel.What You'll Learn:→ Why most home service companies don't actually have a lead problem → The speed-to-lead process that helps contractors convert more opportunities → Why calling leads beats relying on text messages alone → The ideal follow-up cadence for lead aggregators and paid leads → How AI and automation improve response times and booking rates → Why channels like Angi, Yelp, Meta, and Google LSA work when lead handling is done correctly————————————————

In this episode of Run the Numbers, CJ breaks down Bending Spoons' F-1 filing and the acquisition machine behind AOL, Evernote, Vimeo, Eventbrite, and more. He unpacks the company's playbook: buy under-optimized digital businesses, transform operations, raise prices, reinvest earnings, and repeat — while asking the core question: how much was built, and how much was bought?—SPONSORS:RightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartupsSpendHound cuts your SaaS and AI spend by up to 30% using real pricing benchmarks across 10,000 vendors, so you always know what fair pricing looks like before your next renewal. Rated #1 on G2 in SaaS spend management, it's free forever for teams up to 1,000 employees. Sign up by June 12th and get $500 just for getting started. Go to https://www.spendhound.com/cjBrex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/run—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 What is Bending Spoons?1:03 The Internet's attic: the portfolio3:11 The metrics rundown5:44 Revenue: $1.3B, 95% growth6:04 82% of growth was bought, not built6:29 Gross margin: 66%6:50 Subscription mix and NRR7:33 Net income: basically zero8:00 Cash: $741M, debt: $4.4B8:35 Revenue per employee: $2.57M9:39 Sponsors — RightRev | Rillet | EY12:42 Organic growth is mostly price hikes13:50 A house of adjustments14:54 Add-backs bigger than the profit15:22 The reorganization line: cost of firing19:21 Sponsors — SpendHound | Brex | Aleph22:51 Does the playbook actually work?23:07 Evernote: the proof point23:45 Romini: the growth proof point24:10 AI in three directions at once25:45 The debt engine27:50 Red flag 1: material accounting weaknesses28:38 Red flag 2: pro forma numbers come with a confession29:00 Red flag 3: App Store dependency29:11 Red flag 4: no long-term contracts29:30 Red flag 5: foreign private issuer29:52 Red flag 6: they've never sold anything30:19 Cap table and board31:07 Valuation: 14–18x33:00 Bull vs. bear case33:55 Miscellaneous: the S1 is already stale35:25 Credits

Most real estate agents are looking for more leads when the real opportunity is already sitting in their CRM. In this episode of Best Agent Hacks, Tom Toole breaks down the Harvard Business Review data on follow-up persistence, why most agents quit too early, and the simple strategies top producers use to convert more business without spending more on lead generation. Learn why 6+ attempts are often required just to make contact, how faster response times dramatically improve conversion rates, and the exact "10-6" follow-up framework that can transform your business. If you're serious about increasing your conversion rate and closing more deals, this is a must-watch.

In dieser Folge sprechen wir mit Bastian Siebers, dem CEO von Flaconi, über seinen beruflichen Weg im E-Commerce und über die Entwicklung des Unternehmens. Ein zentraler Teil der Folge ist die Transformation von Flaconi seit 2022. Bastian beschreibt, dass Flaconi das Sortiment gestrafft, die Organisation neu aufgestellt und die Arbeit im Unternehmen wieder klarer und disziplinierter organisiert hat. Wir gehen die strategischen „P's“ durch: Purchasing, Pricing, Promotion und Product. Wir sprechen über den Verzicht auf Drugstore-Produkte, ein neues Pricing-Setup, die Rolle von Performance-Marketing und CRM sowie über den Shop und die App als zentrale Produktbasis. Außerdem erklärt Bastian, warum wir kein Marketplace-Modell und keine Eigenmarken verfolgen. Ein weiterer Schwerpunkt ist Retail Media. Bastian erklärt, wie wir Werbeflächen und Platzierungen auf der Plattform vermarkten und dafür eine eigene Gesellschaft aufgebaut haben. Außerdem sprechen wir über die internationale Expansion, die Flaconi aus Halle zentral steuert und schrittweise auf weitere europäische Märkte ausweitet. Zum Schluss geht es um Markenbeziehungen, selektive Vertriebssysteme, Graumarkt und Dupes sowie um die Rolle von AI und Automation. Partner in der Folge: https://linktr.ee/kassenzone Community: https://kassenzone.de/discord Feedback zum Podcast? Mail an alex@kassenzone.de Disclaimer: https://www.kassenzone.de/disclaimer/ Kassenzone” wird vermarktet von Podstars by OMR. Du möchtest in “Kassenzone” werben? Dann https://podstars.de/kontakt/?utm_source=podcast&utm_campaign=shownotes_kassenzone Alexander Graf: https://www.linkedin.com/in/alexandergraf/ https://twitter.com/supergraf Youtube: https://www.youtube.com/c/KassenzoneDe/ Blog: https://www.kassenzone.de/ E-Commerce Buch 2019: https://amzn.eu/d/5Adc1ZH Plattformbuch 2024: https://amzn.eu/d/1tAk82E

Welcome to a special blockbuster compilation edition of The Edge of Show, broadcasting live from the ground at Consensus Miami! In this episode we sit down with four massive market leaders who are shifting emerging tech away from pure retail speculation and directly toward institutional-grade utility, RWA tokenization, and physical AI infrastructure.Join us with Evan Auyang, President of Animoca Brands, to discuss their historic fintech milestone: securing a rare regulated stablecoin license from the Hong Kong Monetary Authority alongside HSBC. Then we travel with Lin Dai, CEO of BookIt.com to show us details on how their system quietly processed $1.3 billion in travel volume using stablecoin backends without exposing regular consumers to crypto friction.Next Adam Levine, CEO of Fireblocks Financial Services, breaks down on why Wall Street "suits" are taking over the ecosystem and how AI wallets will soon pay for things autonomously. And finally we finish the episode with Till Wendler, CEO and Co-Founder of Peak, who successfully reveals they have tokenized an entire automated robotic vertical farm in Hong Kong. The future on finance is here at the Edge of show, don't miss this episode. Support us through our Sponsors! ☕ Want to make content like ours? Sign up with Castmagic to make your creative process easy: https://bit.ly/CastmagicReferral Work smarter, grow faster. Automate your SEO, get AI insights, and manage all your clients in one place with Helm. Start today 50% off your first month at helmseo.com

Most home service companies don't have a lead problem. They have a follow-up problem. In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Kevin Wu, founder of Leaping AI, to discuss how AI voice agents and automation are helping home service businesses solve some of their biggest call center challenges. From missed calls and slow follow-up times to after-hours booking and lead nurturing, Kevin shares how AI is being used as a practical tool to support customer service teams, improve speed-to-lead, and create better customer experiences without replacing people. The conversation also explores the future of AI-powered call centers, how contractors can automate repetitive tasks, and why business owners should focus on using AI to eliminate bottlenecks instead of simply cutting payroll. What You Will Learn in This Episode Why speed-to-lead is still one of the biggest challenges in home services How AI voice agents help capture missed opportunities The difference between replacing employees and supporting employees Why call centers struggle with consistency and process adherence How AI can improve appointment scheduling and follow-up The role of AI in call monitoring and quality control Why data quality inside your CRM matters more than ever How AI can help clean and organize customer databases The future of automated outbound campaigns The risks of AI abuse and spam calling How responsible AI adoption can improve customer experience Why contractors should start experimenting with AI today If you're looking for ways to improve call handling, increase booked appointments, and build a more efficient service business, this episode is packed with practical insights. Timestamps 00:00 Challenges with contractor responsiveness 03:11 Kevin introduces himself 08:58 Kids' interest in trade careers 09:45 Issues with Customer Support Responsiveness 14:00 AI improving call center efficiency 18:33 Solving data analysis with AI 20:55 Improving business metrics accuracy 25:37 Implementing EOS for business owners 29:31 Focusing on business priorities 32:00 AI for persistent customer follow-up 35:27 Responsible AI use in marketing 39:33 Data export issues in QuickBooks 40:45 Using AI to clean CRM data 43:35 Trying something new for 30 minutes Follow the Host and Guest Tersh Blissett: https://www.linkedin.com/in/tershblissett/ Joshua Crouch: https://www.linkedin.com/in/josh-crouch/ Kevin Wu: https://www.linkedin.com/in/kevin-wu-452a6393/ Connect with Us • LinkedIn - https://www.linkedin.com/company/service-business-mastery • TikTok - https://www.tiktok.com/@servicebusinessmasterypodcast • Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast • Instagram - https://www.instagram.com/servicebusinessmasterypodcast This episode is kindly powered by: UpFrog: upfrog.com  MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/  Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod CompanyCam: https://companycam.com/  Breezy: Capture 25-30% more clients with Breezy AI Agents. Use code 'SBM' to book a demo and get $500 on us: https://getbreezyapp.com/schedule-demo PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo   

What happens when a teacher follows a calling that feels bigger than herself? In this episode Julie Deem sits down with Jessica Evans, founder and Executive Director of Allies, Inc., to discuss the unexpected journey that led her from the classroom to leading a nonprofit dedicated to empowering survivors of human trafficking through mentorship.Jessica shares how a single awareness concert sparked a 15-year mission, the leadership lessons she learned along the way, and how Allies continues to evolve through innovation, community, and a commitment to meeting survivors where they are. What You Will Learn:How leadership often develops before we recognize it in ourselves.Why purpose sometimes begins with a single step of obedience.The story behind the founding of Allies, Inc.How mentorship creates healing through consistent relationships.Why community support is essential for long-term transformation.How Allies identified gaps and evolved its programs over time.The role data plays in shaping nonprofit growth and impact.What the Thrive program provides for parents and caregivers.How the new Rise program supports independent living skills.Practical ways anyone can help support survivors of trafficking.FAQ:What is Allies, Inc.?Allies, Inc. is a nonprofit organization that empowers survivors of human trafficking through mentorship, supportive relationships, caregiver education, and independent living resources.How can I help survivors of human trafficking?You can support survivors by volunteering, becoming a mentor, donating, attending fundraising events, providing in-kind donations, or helping organizations like Allies, Inc. expand their impact.What is Illuminate?Illuminate is Allies, Inc.'s annual fundraising event that raises awareness and financial support for programs serving survivors of trafficking while giving attendees an opportunity to learn more about the organization's mission and impact.More information about Allies:Website:https://www.allies-inc.org/Tickets to Illuminate June 24: https://www.allies-inc.org/illuminate/Volunteer:https://www.allies-inc.org/volunteer/Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you!Learn more at: https://lyfquest.io/Instagram:USW Podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kalena James ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Julie Deem ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠--------------------------------------------------USW Kokomo ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Production by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Execution turns information into income.In this episode, Ace breaks down one of the biggest reasons sales professionals struggle to consistently close deals: poor execution. Using a real client example, he explains how proper CRM organization, lead nurturing, and sales follow-up can turn cold prospects into closed business months later.You'll learn how top producers manage their sales pipeline, organize leads, stay consistent with follow-up, and execute on the information they learn instead of simply consuming it.If you're in sales, mortgages, real estate, insurance, or any commission-based industry, this training will help you improve your sales process and close more business.What you can expect from this 8 minute episode:-Sales follow-up strategies-CRM organization tips-Lead management best practices-Pipeline management systems-How top salespeople execute-Sales productivity and accountability-Building a repeatable sales processSupport the show⚡READY TO BUILD A REAL CAREER IN SALES, MORTGAGES, OR LEADERSHIP?Apply here and choose your track. Already happy with your career? Grab the standalone products and trainings anytime inside the shop.

In this conversation, Mike discusses the future of predictive analytics in the real estate industry, highlighting how AI will enhance the accuracy of these tools. They reference the past failure of a predictive analytics tool, Zap, due to insufficient AI capabilities at the time. Mike emphasizes that AI will enable real estate agents to better understand and engage with their prospects based on their online behavior. They also stress the importance of agents maintaining their own CRM databases, as AI-driven tools will monitor and manage customer interactions. Mike encourages agents to adopt a CRM system, regardless of the specific tool used, to stay competitive in the industry.

Axel sits down with Pat Carino — a multifamily developer, acquisitions professional at NRP Group, and co-founder of DealNav — for a wide-ranging conversation that spans institutional development, deal sourcing at the highest level, and the origin story of a software tool that Aligned Real Estate Partners actually uses in their own business.Pat breaks down the three-bucket deal sourcing framework he uses at the institutional level — brokers, referral network (architects, engineers, attorneys), and true off-market sourcing. The second half of the conversation dives into DealNav — what it is, why Pat built it, and why a purpose-built deal tracking CRM with a map beats bloated all-in-one platforms for acquisitions-focused operators. This episode is essential listening for any investor who wants to understand how deal sourcing is done at the institutional level — and how the same principles apply whether you're buying a 10-unit or a 300-unit ground-up development.Join us as we dive into:The three-phase development contract lifecycle: due diligence, entitlement approvals (6 months to 1+ year), and closing — and how it differs from a traditional value-add acquisitionThe three-bucket deal sourcing framework: broker deals, referral network (architects, engineers, land use attorneys, economic development offices), and true off-market direct-to-ownerThe story of a vacant 30,000 sq ft retail building: a two-year follow-up campaign, tracking down the decision-maker through her daughter's Instagram DM, and closing the deal after years of patient persistenceWhy having a CRM with clean notes, timestamped follow-up reminders, and a linked map is the only way to manage a multi-year, multi-contact off-market pipeline at scaleThe origin story of DealNav: from colored pins on a Jersey City poster board to an Excel/Google My Maps hybrid to a purpose-built SaaS product — and why 15 demos of competing CRMs came up shortThe three boxes DealNav was built to check: simplicity (prospecting only, no bloat), a map-first interface, and single-user affordable pricingHow DealNav became a deal source for Pat's institutional acquisitions work — and why building a real estate community and a real estate software company often leads to the same peopleWhat makes a good development site: rent comps that justify new construction, favorable taxes (or abatements), manageable affordability requirements, and the right construction typeSign up for the DealNav CRM HEREConnect with Pat Carino:Follow him on Twitter/XConnect with him on LinkedinLearn more about DealNavAre you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners

Is Session or Pixieset enough for your photography business? With CRM prices going up, more photographers are asking whether they really need a full CRM — or if they can get by with the tools they're already paying for. In this episode, I'm taking an honest look at both Session and Pixieset Studio Manager: what they actually do well, where they fall short, and the one thing neither of them can give you — control over your client's timeline.I'll share stories from two photographers who moved out of Pixieset into Dubsado, including one who went from 90 minutes to five minutes on the proposal phase alone. And I'll tell you exactly who Session is actually right for — because the answer might surprise you.If you've been wondering whether a full CRM is still worth it, this episode is for you.Links mentioned:Session vs full CRM comparison → [coming soon]Follow-up emails episode → coliejames.com/follow-up-emails-example/Jordan's episode → coliejames.com/dubsado-for-wedding-photographers-jordan-craig/Best CRM for Photographers → coliejames.com/best-crm-for-photographersSystems in Session → coliejames.com/systems

Mentorship gets talked about a lot in business, but what does it actually look like in practice? In this episode, Brandon and I unpack the difference between teaching, coaching, and true mentorship, and why most leaders struggle to develop people effectively. We explore the two ingredients every great mentor needs: experience and visibility. It's not enough to know what good looks like, you have to understand what's actually happening in someone's day-to-day work before you can help them improve. That conversation leads us into how technology is changing leadership, coaching, sales management, and technician development in ways we couldn't have imagined a few years ago. We also share lessons from our own families, the mentors who shaped us, and the responsibility leaders have to intentionally pass knowledge, perspective, and wisdom to the next generation. Whether you're leading a sales team, managing technicians, or raising kids, the principles are surprisingly similar. If you're trying to build stronger people, stronger teams, and a stronger culture, this conversation will challenge the way you think about leadership and mentorship. Hope you enjoy Chris Why You Should Listen: [00:08:01] Why entrepreneurial success often disappears by the second generation and what leaders can do to intentionally pass on mindset, not just resources [00:17:17] The difference between teaching, coaching, and true mentorship, and why visibility is the missing ingredient in developing people [00:29:42] What listening to 100 real customer conversations revealed about sales performance, close rates, and frontline leadership [00:39:28] How top organizations are using technology to create better accountability, faster learning, and more effective employee development [00:46:10] Why human connection, customer experience, and mentorship may become the most valuable skills in an AI-driven future Did you know... Only 30% of businesses listed for sale actually find a buyer? Even more striking, just 10% of those sell for the price their owners anticipated or higher, meaning only 3% of all business owners achieve their desired sale price. By focusing on understanding and enhancing your enterprise value, you can significantly boost your chances of joining that successful 3%. Business Health & Value Assessment Start Assessment Know Your Enterprise Value. See Your Potential Gaps. Complete this assessment in less than 15 minutes and receive a free assessment for your business that includes: A Lite Valuation Of Your Business Your Value Multiplier Per Your Industry Health Assessment Per Our PYB Methodology Business Value & Growth Roadmap Tailored For You Value Acceleration Strategies Spotlight on Floodlight: Your Secret Weapon for Sales & Scaling This isn't a paid plug. It's real talk from the front lines. If you've ever thought, “How do I get a VP-level sales leader or even a sales team without hiring full-time?” Floodlight has the answer. Fractional Sales Leadership They act as your outsourced VP of Sales, taking full responsibility for training, managing, and growing your sales team. No six-figure hire needed. Clients often close 20 to 50 percent more deals within six months, thanks to data-driven coaching, CRM setup, scripts, and performance reviews.More at floodlightgrp.com/sales Commercial Sales MasterCourse A self-paced, video-driven B2B sales course designed specifically for restoration teams. Perfect for building commercial revenue and getting free from TPA handcuffs. Covers mindset, prospecting, pipeline building, LinkedIn lead generation, and includes a $250 discount with code SALESBOOST.Details at floodlightgrp.com/courses Tailored Consulting & Coaching Floodlight's Propel Your Business methodology offers a full-circle roadmap: financials, sales, marketing, leadership, recruiting, productivity. All built for contractors. These aren't “life coaches.” They're former restoration owners who've lived the chaos and know how to scale out of it.Explore more at floodlightgrp.com Live Training, Tools & Strategic Partnerships Floodlight also delivers live onsite and virtual training, keynote speaking, and leadership tracks covering operations, project management, and strategic growth. Bonus: They've vetted tools like Xcelerate, Liftify, and Sureti. Floodlight clients get access to exclusive discounts on tech that actually moves the needle.See all partnerships at floodlightgrp.com/partners Why it matters for you as a listener You don't need to figure this stuff out alone. If you're serious about sales growth, operational clarity, exit readiness, or leadership development, Floodlight is already helping folks like you scale smarter. And you get it from industry insiders. People who've sat in your chair, survived the fires, and built systems that actually work.

In this episode, I share a lesson that came to me while spending a full day working on the landscaping in front of our home. What began as a simple Saturday project of trimming bushes quickly became a powerful metaphor for life and business. Some of the shrubs in our landscaping had grown far beyond their intended place. They were healthy in one sense, but they had become invasive, disproportionate, and unmanaged. A light trim was not enough. Some of them had to be cut all the way back to the core. As I worked through that process, I realized that the same thing has been happening in areas of my life and business. Through my daily audio journaling practice, I have been paying closer attention to where my time, energy, focus, and commitments are actually going. That practice has revealed places where good things have grown beyond their proper boundaries. Some activities are valuable, but they have started to encroach on the space intended for something else. In this episode, I talk about how this has shown up in my business calendar, my invitation engine, my CRM, podcast production, commitments, spending, tools, and even identity. I also share how I am learning to distinguish between what needs a light trim, what needs radical pruning, and what may need to be removed altogether. The central idea is this: Unmanaged growth is not the same as healthy growth. Sometimes the next level does not begin by adding something new. Sometimes it begins by cutting back what has overgrown. In This Episode, I Talk About Why I decided to work on my own landscaping for the first time in twelve years. How overgrown holly and Japanese barberry bushes became a metaphor for life and business. The difference between healthy growth and unmanaged growth. Why some things need more than a light trim. How daily audio journaling has helped me identify blind spots and patterns. What I have noticed about my calendar, commitments, and business model. How CRM optimization began encroaching on my invitation engine. Why not every good idea belongs in the moment when it appears. The importance of pruning distractions even when they are valuable. Why pruning often looks ugly before it looks healthy. How I am evaluating my weekly commitments to The Cliff Ravenscraft Show and Podcast Answer Man. The question we all need to ask: “What has grown beyond its intended place?” Key Takeaway Not everything that grows is healthy simply because it is growing. Some things in life and business start out useful, beautiful, or productive, but if they are left unmanaged, they can eventually take over more space than they were ever meant to occupy. The work of pruning is the work of intentional leadership. Reflection Questions What has grown beyond its intended place in your life or business? What are you maintaining simply because it has always been there? What needs a light trim? What needs to be cut back to the core? What may need to be pulled out completely? Where have you confused activity with alignment? Where might things need to look bare for a season so they can become healthier later? Reach Out If this episode resonates with you and you would like help getting clarity on where to prune, where to simplify, and where to focus next, feel free to reach out. Email: cliff@cliffravenscraft.com Until next time, I encourage you to take everything you do in your life to the next level.

Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this presentation from Ultimate Partner Live, industry analyst Jay McBain breaks down the monumental macroeconomic shifts rewriting the tech sector in 2026. https://youtu.be/r0qTDyw97Gs As the industry rapidly approaches a $6.07 trillion valuation, driven by massive AI infrastructure investments from Sam Altman and the “Magnificent Seven,” traditional sales and channel models are fundamentally collapsing. McBain reveals how buyer demographics have transformed to an integration-first millennial base, why marketplace ecosystems now command over half of all partner-funded deals, and how a tiny elite of just 1,000 tech service providers control two-thirds of global tech revenue. Learn the exact mechanics behind how Microsoft out-partnered AWS to win 26 straight quarters of dominant growth and how your business can deploy an algorithmic early warning system to capture massive wallet share before competitors even step into the boardroom. Key Takeaways Over half of the Fortune 500 companies vanish every 20 years because their leadership fails to anticipate macroeconomic technological cycles. The true opportunity in the $6.5 trillion AI boom lies not in single vendor products, but in the hardware, software, services, and telecom ecosystem surrounding them. Indirect tech sales are undergoing a structural shift toward direct cloud hyperscaler models driven heavily by Nvidia's core infrastructure client base. Modern business deals are won or lost months before the point of sale based on the average of 6.3 partners surrounding a customer’s environment. Over 51% of tech buyers are now millennials who prioritize software integration capabilities and digital marketplaces over traditional human sales interactions. Tech service economics are pivoting aggressively away from upfront margins toward point-based multi-partner funding across subscription cycles. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Nvidia AI buildout, $7 trillion AI opportunity, cloud ecosystem decade, Microsoft vs AWS growth, multi-partner cloud deals, digital marketplace migration, millennial B2B buyers, B2B tech subscription economics, tokenized micro consumption, tech services wallet share, hybrid cloud infrastructure, 28 customer moments, IT services industry growth, telecom spend breakdown, channel chief strategy, managed service providers MSP, global systems integrators GSI, software integration first, point-based vendor incentives, automated co-selling workflows Transcript JAY McBAIN AUDIO PODCAST [00:00:00] Jay McBain: So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book, but chapter one is always you Blame the CEO. [00:00:13] Vince Menzione: We just came back from Ultimate Partner live in Bellevue, Washington, where we hosted incredible leaders for two amazing days. Come join us for this next session where we explore the tectonic shifts we’ve all been seeing. With that, I am incredibly blessed to invite a friend of mine to the stage. I have a quick little side note, like I found an old LinkedIn post from this gentleman from like many years ago, like 20 years ago. [00:00:39] Vince Menzione: And I wasn’t really that nice to you on that LinkedIn post. Like, oh, like this is before Jay became the Jay, that we all know Jay to be j. But he was in the space and I was at Microsoft doing something and he reached out about something. It was kind of rude, Jay. I was like, oh my gosh. I can’t believe. But Jay has been a great friend. [00:00:54] Vince Menzione: When we started the podcast back up, uh, during COVID we started doing podcasts together. When we moved to the studio, Jay was the first person in the studio. He’s always got a spot, uh, at our events. He’s s Spot Art, and, and he’s a great friend and supporter of Ultimate Partner Jay McBain. For those of you who don’t know him, Jay, welcome. [00:01:13] Vince Menzione: Thank you, sir. [00:01:22] Jay McBain: 31 days ago, we landed Artemis two. The furthest humans have ever been away from the planet Earth 57 years ago. We landed on the moon in the 56 years. Between those two moments, the tech industry has been the fastest growing industry in the world. Every single year we moved from the space race to the technology race, and we’re just getting started. [00:01:46] Jay McBain: If you’re old enough, you’ll recognize the mainframe and mini era for 20 years. You’ll recognize a young disheveled Bill Gates showing up in Boca Raton, Florida for, uh, August the 12th, 1981 launch, where Bill thought that every one of us would’ve a PC in our home, and IBM thought they were gonna sell 10,000 of them to hobbyists. [00:02:12] Jay McBain: 1999, a small startup from an executive who just left Oracle in San Francisco named Mark Benioff. A couple of years later, Jeff Bezos went into a boardroom and said, listen, we’ve spent a lot of money building infrastructure to our busiest day, Christmas, black Friday. You’re telling me this stuff sits idle 10 or 20% for the rest of the year. [00:02:35] Jay McBain: Why don’t we rent that out to others? Got laughed outta that boardroom and then got made of fun of on magazine covers. Maybe you should just tend the store, let the adults talk about technology. In March of 2023, our neighbors, our friends, our family saw DeepFakes. They saw poetry, they saw music, and they came to us as tech people and said, did we just light up Skynet? [00:03:03] Jay McBain: Now every one of these 20 year eras, this is the Taylor Swift version of our industry. Every single one of these eras triggers the fastest growing product in history. Today it’s actually Chacha bt first to a billion users. It triggers a new, richest person in the world, bill Gates, to Jeff Bezos. Now, Elon Musk is the first to sign a trillion dollar pay package, and it’s not for car. [00:03:27] Jay McBain: It’s not for cars. It also triggers a most valuable company in the world change. And today that’s nvidia. These are monumental changes in our industry and they’re monumental changes in partnering every single time. And it also links to our customers. If you take a 20 year view of business, one era, and, and think about the AI era, you know, at the start of it here, if you’re to grab the Fortune 500 magazine from 20 years ago and start to flip through it, 53% of the companies in there no longer exist. [00:04:06] Jay McBain: Every 20 year cycle, we lose over half of the biggest companies in the world. These are the companies that have very deep pockets to buy their way outta problems. If you’re not in the Fortune 571% of tech companies don’t make it 10 years. These are the changes that cost industries. There are changes that cost really big companies and the decisions we make, the trends we’re in right now, in 2026 will be written about in the future. [00:04:39] Jay McBain: This new era, a lot of big numbers being thrown around. Vince’s best friend talk about a six and a half trillion dollar AI opportunity, but it’s not Microsoft’s tam. Microsoft is chasing about a trillion dollars of this. And the ecosystem, the hardware, the software, the services, the telecom is gonna make up the rest. [00:05:04] Jay McBain: It is an ecosystem. Every time these big numbers are thrown, the word ecosystem is always thrown around it. Not to be outdone, Sam Altman’s talking about a $7 trillion build out. The world economy this year, the world GDP will be 126. These are material numbers to world GDP, but even better, they’re both larger than our entire industry is today. [00:05:27] Jay McBain: So what took 56 years of the fastest growing industry this year will be $6.07 trillion. Big numbers, but it’s easier to think about it in terms of a dollar that our customers spend in that dollar. They’re gonna spend 25 cents on hardware. They’re gonna spend 25 cents on software. So for anyone that read the memo 15 years ago, that software’s gonna eat the world, there’s still a dollar a hardware to run every dollar of that software. [00:05:57] Jay McBain: And whether you’re thinking humanoid robots or whichever future you’re envisioning, there’s going to be a dollar of hardware to run every dollar of software for the next 20 years. There’s over 25 cents now in IT services, and in many cases, these services are growing faster than the product categories and just under 25 cents in telecom, that’s how it breaks out today. [00:06:19] Jay McBain: And this industry, which took 56 years to get to this point, is gonna double in size in the next three to five years. We already have two and a half trillion of that seven raised and being spent. Part of the reason Nvidia is the most valuable company in the world. Now our industry, uh, you talk about ultimate partnerships. [00:06:40] Jay McBain: Our industry traditionally, and world trade by the way, is 75% indirect. The dealerships, the agencies, the brokers, the resellers, the retailers, the franchisees, the gas stations, the grocery stores, the pharmacies, all 27 industries sell indirect. You gotta think back the last time you bought something direct. [00:07:01] Jay McBain: Well, I bought a Dell from that dude in the nineties. Cool. Well, Dell Technologies is now 60% indirect. Well, I bought insurance. Direct is 15 minutes. Could save me 15%. Well, Geico last year sold more insurance through agencies and brokers than they did direct. This is the world now. We used to be 75% indirect four years ago. [00:07:26] Jay McBain: Then it went to 73.2, then it went to 70.1 and it then it went to 66.7. By the way, marketplace is in these numbers indirect. It’s not marketplace causing this change. It’s one company, Nvidia. Nvidia has seven customers. The magnificent seven, uh, half of them are in the room right now that every morning we wake up to a hundred billion dollars press release about this $7 trillion buildout. [00:07:56] Jay McBain: What’s interesting is indirect sales in our industry is growing by revenue. It increases every year, just not at the pace that this AI build out is happening direct with seven companies. But the reason we’re all here, and I think the core reason that Vince is building this community is this, you know, Microsoft forever has measured and been very vocal. [00:08:21] Jay McBain: About 96% of their deals have partners in them. Kind of who cares, who collects the money. We care about the moments, the 28 moments before the customer makes a purchase. We care about every 30 days forever, because two thirds of our industry, over $4 trillion now is subscription consumption based. Winning a customer today is only winning the first 30 days. [00:08:46] Jay McBain: We care about this cycle. We care about who surrounds our customer. So six years ago, I stood on a big stage and said, you know, we went through a decade of sales. You know, in 1999, you thought you were born to be a salesperson. You’re managing your territory with your gut. Well, a few years later, you were introduced to the science of selling. [00:09:07] Jay McBain: You know, 10 years later you thought as a marketer, you sit around a cocktail party joking with your friends, 50% of my marketing dollars are wasted. I just don’t know which 50%. Really funny. In 2009 until every 58-year-old CMO got replaced by a 38-year-old growth hacker. Coming in with Marketo and Eloqua and Pardot and HubSpot, and 15,505 as of yesterday, MarTech and iTech tools, ninjas in marketing, they wouldn’t let a nickel go through without measuring. [00:09:43] Jay McBain: Now we understand 96% of deals and partners that surround it. No deal is gonna be won or lost in this era without partnering effectively. So we had to have this decade of the ecosystem. One of the ways we’re tracking is by outsiders. You know, Salesforce every year publishes the state of sales and they’ve got, you know, the number one CRM in the world. [00:10:05] Jay McBain: So they get to go talk to all the CROs, all the salespeople in the world. And as of this year, a couple months ago, 94% of every salesperson in every industry in the world uses partners every single day. You wanna see what this number was six years ago. Also, 89% of salespeople around the world don’t think they’re going to club this year without partners. [00:10:29] Jay McBain: So this is a big moment for us, halfway through the decade ecosystem, but we’re only halfway through. We’re starting to understand now at a more granular level. What partnering means. It’s not theory, it’s not flywheels. It’s not really cute. McKinsey slides that we keep showing to our board saying how important partnering is. [00:10:51] Jay McBain: We’re trying to get to the very specific level of the 6.3 partners on average that surround the deal and what they’re doing. How their business model works, and that’s average if I’m working on a public sector deal. I was at a Red Hat conference yesterday talking sovereignty. If I’m in an enterprise or a large public sector deal, it’s north of 10 partners in the deal. [00:11:15] Jay McBain: So we’re starting to understand what used to be this, this, you know, you’ve been the fastest growing industry for 56 straight years. Every single professional services person in every industry has come in to join the fund. Over 90% of accountants are tech services firms. Over 90% of marketing agencies are tech services agencies. [00:11:36] Jay McBain: All of this 250,000 software companies, a million emerging comp tech companies, the half a million VAR that have been in that traditional channel. The managed service providers, all of these 20 different partner types, millions of companies, tens of millions of people competing for 6.3 spots. Around the customer. [00:11:58] Jay McBain: That’s it. Luckily, there’s 141 million global customers to compete for. There’s, there’s some open slots that you can go find, and that’s the point. Our industry never had our own Fortune 500. We always talk to, you know, these partners and GSIs are doing this and SI are doing that. And we never really had a view of capability and capacity or what our own TAM was inside of that partnering. [00:12:25] Jay McBain: And so we set out and we would’ve loved, you know, chat GPT or Gemini or Claude or any of those tools to do this. But there’s one problem in partnering with AI is that it doesn’t know one partner from the next. There’s a big digital sameness problem in our industry that every single partner, whether it’s Larry in the White van or Accenture, with 786,000 employees all say they do all things to all people all the time. [00:12:53] Jay McBain: 98% of them, 99% of them are private companies that don’t share their p and l. You can’t go into Microsoft’s LinkedIn system and find out how many employees, ’cause it’s a block system, it AI can’t see into it. So it just sees, and it’s a great pattern matching. Google, SEO can’t figure out who’s who, nor today can the large language models. [00:13:14] Jay McBain: ’cause all the things they’re trying to match, the transformers are trying to match. It all looks the same. Every tweet, every ebook, every website, every digital history looks the same. So this took us thousands of people hours across two years to do, to dig into every p and l to dig into every dollar of what they’re doing. [00:13:33] Jay McBain: But what was interesting is only a thousand partners in our industry do two thirds of all tech services. When you get into enterprise, it goes up to 80 to 90%. The partners in the middle, in Blue do more tech services. The 30 of them than the 970 partners in white on the outside, the 970 partners in White do more tech services than the next million combined. [00:14:03] Jay McBain: This is our industry in a nutshell. Every time we talk to a a vendor, every time we talk to a partner, every time we talk to a distributor, we’re now talking names, faces, and places. You you wanna talk sovereignty. Yesterday in Atlanta, 90% of sovereign conversations in public sector in the globe is handled by these companies here. [00:14:26] Jay McBain: Forget about how much you do with these partners today. You wanna chase the next column, which is the wallet share. And I was a channel chief for 17 years. I get the weekly report and I see a million dollar partner, another million dollar partner, sorted top to bottom. You don’t know which partners which, which of those million dollar partners is doing 1.2 million in your category. [00:14:46] Jay McBain: They deserve a baseball cap and a front row seat at your event as an MVP. The next partner right next to them is doing 10 million in your category. They’re only doing a million with you. ’cause customers are pulling them into it. Nine times outta 10. They’re leading with your competitor. So I don’t want that list anymore. [00:15:03] Jay McBain: I want the new list, which is showing me those $9 million opportunities. And I as a board member, as A CEO, as a CFO, as a CRO, I wanna see this list. And then I want to talk people, processes, programs, technology. What are we gonna do to go get our fair share of that 9 million? Where’s our lowest hanging fruit? [00:15:24] Jay McBain: How do we double our pipeline? How do we double the size of our company in three years? It’s all right here. Let’s have very specific conversations and move away from flywheels and move around from force multipliers and and things like that in partnering. Let’s figure out how this partner community is surrounded. [00:15:45] Jay McBain: What do 10 million people who have to be smart in front of their customers every single day, what do they read? Where do they go and who do they follow? It’s the law of a few. This is the old Malcolm Gladwell of tipping point 10 million people in the broader channel. A hundred percent of our TAM comes down to only a thousand watering holes. [00:16:08] Jay McBain: 12% of that entire audience. Doesn’t sound like a lot, but it’s over A million. People love podcasts. Number one way they learn the Joe Rogan effect. In our industry, there’s 121 podcasts. These are all public lists. You can go get on my LinkedIn newsletter on canals, oia. But there’s 121 podcasts that drive him forward. [00:16:28] Jay McBain: Really high up on that list, actually number one on the list is ultimate partner, Vince. That’s how I met. ’cause I asked people, 10 million people, you love this. You walk your dog, you drive to work, you listen to podcasts. I’m not the biggest podcast fan. It’s not number one on my list, but it’s number one on theirs. [00:16:44] Jay McBain: They say, you know, you gotta meet this guy, Vince. It’s unbelievable how great these podcasts are. They’re ultimate. [00:16:54] Jay McBain: Then I talked to Vince and said, but Vince, you know, 35% of your community, the 10 million people love to come to events like this one. The hallway conversations, the hotel lobby bar last night. This is what we love to do, especially post pandemic. It’s the number one way we learn. We learn from our peers, we learn from those around us, and, and the learn from the conversations we have here. [00:17:17] Jay McBain: We always remember these moments, you know, years and years later. There’s 352 choices. I’m going to five of them this week in five different cities. It’s a lot of coverage, but again, it’s a tighter li list of how people work. The magazine lists 106 of them associations like Conter. Now the GTIA peer groups, there’s 15 different spheres of influence, but only a thousand places. [00:17:43] Jay McBain: I could walk you through billionaire, after billionaire, after billionaire in this industry and show you how they did this. How did Arne Bellini at ConnectWise? How did Austin McCord at Datto, how did Nerdio become a unicorn? How did threat locker and huntress move away from 6,500 cyber companies and become unicorns over and over and over again? [00:18:05] Jay McBain: It’s only one slide. Unicorns and billionaires are made here, and a lot of people don’t get it. So walking away from Bellevue, a thousand partners, top down, a thousand watering holes, bottoms up. You’ve covered a hundred percent of your tam. You do it better than 10% of your competitor, 10% better than your competitors. [00:18:27] Jay McBain: You win. You carry that on your resume into the next company. You get a bigger job at a bigger pay scale. Let’s just walk through some examples. Cyber 91.7% of it goes through the channel. Huge channel audience. You know, if you’re in MarTech, it’s only 10%, but this one happens to be all channel, but that’s not the story. [00:18:48] Jay McBain: For every dollar that the 6,500 cyber companies are trying to close, there’s $2 in services. Plot twist, the products are grown at 11, the services are grown at 12.6. Your partners are growing faster than you are, and they will continue to for the next, at least five years, probably 10. So when I’m here, five years from now, you’ll hear in me talk about a three to one split in cyber and then a four to one split in cyber. [00:19:18] Jay McBain: Now, when we’re in Miami a couple days ago is CrowdStrike, they’re talking about a $7 and 5 cent multiplier, chasing that two to one up higher. You look at managed services. Here’s a fun story. Managed services. 82% of customers who are man, uh, outsourcing more this year than last year. 650 billion in size. [00:19:38] Jay McBain: This is bigger than the entire SaaS industry. Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot, 250,000. Others. This is bigger. It’s also bigger than all the Hyperscalers combined, not just AWS, Microsoft and Google, but Alibaba and Oracle and everybody down the list. This is a massive market also growing at double digits. [00:19:59] Jay McBain: So these are some big things and obviously we’re watching, you know, week in and week out, quarter in, quarter out, the Battle of Software and Battle of the Hyperscalers and things like that, and who’s growing at what pace and, and how partnering is connecting to all of this. You know, we watched a moment really early in the pandemic where Microsoft started growing faster than AWS and they haven’t stopped since 26 straight quarters. [00:20:27] Jay McBain: And you ask customers and say, you know, does Microsoft have a better product? And in most cases they say no. You know, AWS had a five year head start. Well, did they have a better price? Well, no, actually most cases Microsoft’s more expensive. Well, did did they have better promotion? Was their Super Bowl ad better? [00:20:44] Jay McBain: No, they’re both kind of crap. So you kind of ask the questions of what’s the only difference that could create growth above the leader in the market? Well, it’s place. More of the 6.3 partners are walking into those keyboard room meetings and drawing clouds up on the wall and labeling the Microsoft than they are AWS. [00:21:03] Jay McBain: Very simple. It’s never been about product. The best product in our industry has never won. And now the best way forward is that partnering moment, and this is the moment. So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book. And it could be the book like Kodak, they invented the product that ended up killing them. [00:21:26] Jay McBain: And it’s a woe is me story, but chapter one is always you blame the CEO. How could they not see those trends happening in 2026? How could they, you know, were they blind? Were they stuck in their own, you know, innovation chamber? Innovator’s dilemma, were they stuck in their own boardrooms? Why couldn’t they see? [00:21:46] Jay McBain: Well, chapter two, you, you blame the board. They have fiduciary responsibility, outsider view, and how could they not see it? But really, this is the future right here. If you take this slide and apply it 10 or 20 years from now to every failure and every success, these are the chapters of the book. Your buyer is now a millennial. [00:22:05] Jay McBain: As of last year, the 51% of our market is bought by people born after 1982. Different psychology, different behavior, different journey, different criteria, their integration. First buyers. The buy a product, 80% as good as the next one. If it works better in their environment. 94% of people won’t buy a car unless it has CarPlay or Android Auto. [00:22:26] Jay McBain: New Buyer. You have to be more integrated than your competitors. That’s a partnering story. The 6.3 partners. If you heard cyber, you need some great channel partnerships, but you need the other 5.3 partners as well, the consultants, the advisors, the designers, the architects, the implementers, the integrators, the manner service, all of the other partners. [00:22:44] Jay McBain: You need to know more of them than your competitors do, and have them label clouds with your name in them. You need better alliances. Even if you compete, you only compete in the morning. You’re best friends by the afternoon. You have to be tight with the hyperscalers, tight, with the big SaaS platforms, tight with cyber, tight with distribution, there are layers, seven layers to every deal. [00:23:04] Jay McBain: You gotta be tight in and have better alliances than your competitors. And then it all comes to the 28 moments, which I’m gonna end on, but the go to market of all of this, the co-selling, co-marketing, co-innovation, co-development, co keeping. This is it. Your product has to be good enough that somebody’s gonna renew it. [00:23:21] Jay McBain: Your Super Bowl has to be, you know, ad has to be good enough that people don’t, you know, shame you on social media. Your pricing has to be somewhere in a country mile of the bell curve of what the customer wants to pay. But successor failure is just here and platforms are synonymous with partnering. [00:23:40] Jay McBain: It’s our role now in the decade of the ecosystem to drive our companies forward. Marketplace. It’s probably the most predict, you know, great prediction we ever made. You know, growing at 82% compounded, it’s hard to predict ’cause it doubles almost every year. We were almost exact to the decimal point. Five years later now till 2030, we’re watching a second story, which is more interesting. [00:24:02] Jay McBain: If 96% of all deals have partners inside of them and there’s private offers and multi-partner offers and distributor sellers record all these funding mechanisms or services as a product. As of last week, over 50% of all deals in marketplaces now have partner funding. It means that while money changes hands differently, the respect and the recognition of what partners do is in the deal. [00:24:26] Jay McBain: We think that’s going to 59, but at some point, that’s gonna have to hit 96. ’cause to run the best programs, whether it’s an indirect sale, whether it’s a direct sale, whether it’s a marketplace deal, it doesn’t matter how money changes hands. What matters is we recognize the 6.3 partners. They’re not only making the deal happen bigger and faster, but renewing and enriching that every 30 days forever. [00:24:48] Jay McBain: When we watch, you know, billion dollar clubs and when we read all the press releases and all the hubbub about how fast this is growing and who, which companies are behind all this. When I’m quoted in some of these press releases, it’s because of this. You know, CrowdStrike, you know, brags are a billion dollars in a single year, but inside of that, they’re showing that 91% growth in marketplaces, which is pretty phenomenal for any company to almost double in size every single year. [00:25:17] Jay McBain: What’s more phenomenal is they’re growing the channel piece of it, 3548%. That green part of it is growing. Companies that understand platform and have people and processes and programs and technology to do it are winning. And they’re getting recognition and partners are starting to join the Billion Dollar Club who don’t sell a product, but are also winning at Extreme Scale. [00:25:44] Jay McBain: So talk about those partner 1000 and who are leaning in to win at this level. As well as everything changes, traditional billing moved into subscription models, moved into consumption models. Now we’re being tokenized to death multi it’s, it’s in this mode of micro consumption. There’s no chance there was little chance in subscription consumption that would be resold. [00:26:09] Jay McBain: You don’t buy Netflix from the cable guy in the white van. There’s zero chance when you’re buying tokens at a buck a piece that that’s going through any indirect sale. This continues to grow. Now the tectonic shifts is what happens when money changes hands differently. These old programs that we used to all write hundreds of different boxes, we checked every day on deal reg and trainings and all the other things are changing. [00:26:35] Jay McBain: To this, you’ll get these slides, by the way, in high res, inside of this now is the customer. For the first time ever, 45 years later, we have the customer in the middle of what we do, the 28 moments in green before they buy the seven layer stack and the partners inside it. The implementation. The integration, the managed services in a cycle that never ends, and two thirds of our industry. [00:26:55] Jay McBain: With the customer in the middle, we can now move money around to the different moments. It’s not all landing in front or backend margins or market development funds or new customer bonuses or spiffs. It’s landing where it needs to land. Over 400 companies now, pretty much led by Microsoft 400 companies are in a point system right now and 400 more. [00:27:18] Jay McBain: We’re working kind of behind the scenes to get that announced in the next 12 months. This is a total changeover in terms of how economics work and partners are yelling over half of us. I don’t care. Don’t call me a VAR anymore. Don’t call me an MSP. Don’t call me a regional system integrator. I do the consulting over half the time. [00:27:36] Jay McBain: I do the design, I do the implementations, I do the managed services, and 44% of us are vibe coding. On weekends. We’re not happy. Just on the services side. We wanna join the seven layer tech stack as well. These are partners growing faster than their vendors by understanding this cycle and where to show up and where the money is in ai. [00:27:56] Jay McBain: And the number one thing they’re asking for is not more leads, which they did for 45 years. The number one thing is now recognized for what I do. I’ve never just been a cash register. We’re completely now past this idea of a channel being a channel of distribution, and now a channel being this platform for the future. [00:28:16] Jay McBain: As we lay that on top of ai, the first couple of years of AI has really been consumer driven. The 95% failure rate that MIT reported last year is now 70%. That’s the failure to get from proof of concept to production. That 70 will be 50 by the summer we’re moving now in business, the maturity rates are going up at the end customer and in 88% of cases, that’s because of the channel. [00:28:43] Jay McBain: They’re working with partners. They’re not vibe coding themselves and working in little skunkwork groups. They’re working with partners to make it happen, and it now becomes the partner’s number one growth opportunity. I can grow at 11 or 12% in cyber every year. Compounded I can grow in 10% in managed services. [00:29:03] Jay McBain: You know, those are great double digit growth ’cause my customers are growing at 2.7% and I can go four x my customer, but I can go 10 x my customer if I have the right services built around ai. And this compounded growth rate and that big number in 2 20 32, 267 is what’s got those top 1000 partners obsessed. [00:29:25] Jay McBain: And your companies are leading with ai. Now you need to connect to those AI services. You need to get partners on this scale of growth. And they will be adding your name inside every cloud. They write on every whiteboard, but 82% of partners around the world, you know, we survey 25,000 of them aren’t ready, and they’re blaming vendors for not being ready, and they’re telling them exactly the workshops and the training that they need to get ready for this cycle. [00:29:53] Jay McBain: 82% of our entire partner, tens of millions of people, aren’t ready to grow at 35% and they need our help. Last thing I’ll say about AI is it’s the first time from client server to cloud, edge to cloud that it’s been segment driven. SMB alone has one, you know, six different segments, one to nine, 10 to 24, 25 to 49, et cetera. [00:30:18] Jay McBain: Mid-market into enterprise. No one that runs a restaurant is calling Jensen to buy a GPU to put next to the stove. No one’s calling Sam or Dario or anyone at Anthropic or OpenAI directly. They’re waiting. If you run a restaurant with all the people running around with tablets, you’ve invested in toast or square or clover or one of the platforms to run your business. [00:30:41] Jay McBain: A hundred different things. And you’re gonna wait for toast to work with a hyperscaler and build out the capabilities genetically. So when they see a spike in Uber Eats orders, they automatically place a food order and automatically change the staffing to deliver on it. That’s what the restaurant’s waiting for, and there’s no one calling and having a big a agent conversation. [00:31:03] Jay McBain: But even if you go into hundreds of people in medium sized business, every one of the vice presidents have their tech stack already built. I talked about the marketing person already, but the HR leader has one, and everybody’s got their seven layer stack. They’re not calling to buy a GPU and they’re not calling to, you know, bring in open AI directly or, or anthropic. [00:31:22] Jay McBain: They’re waiting for the platform they built to integrate together ag agenta capabilities. Everybody’s in wait mode up until enterprise and public, large public sector. So we are looking at this market and at 90% of that AI market is run by those thousand companies, and the rest of the millions of partners are helping in terms of how these businesses are gonna change at that level. [00:31:46] Jay McBain: Here’s where I end. You know, the 28 moments used to be a theory. It used to be a flywheel. How do we buy a car? [00:31:55] Vince Menzione: Well, we Google it, [00:31:57] Jay McBain: 81% of us now, 94% of us use large language models. We find out that there’s 365 brands of car. I’d have to test drive one every day of the year to get through them all. So we start narrowing these things down. [00:32:09] Jay McBain: We configure it. We put our rims on it, we color it. We download the invoice price. We download the backend rebates this month, whether I buy it in May or June, we find out what 5,000 people paid for our exact car within 50 miles of us. And then we don’t wanna go to the dealer because we know more than the salesperson, the manager ever will. [00:32:26] Jay McBain: We know what we’re gonna pay within, you know, dollars or cents. Just carvana the car. Hand me the keys. Let’s just forget the whole eight hour back and forth. I’ll get you a deal thing. I’m smarter than you in technology. Our customers are smarter than us, smarter than salespeople. That’s why 75% of millennials don’t wanna talk to a salesperson. [00:32:48] Jay McBain: They want to end digitally, and by the way, they’re not gonna send a fax after 28 digital moments. They’re gonna end on a digital marketplace. This is all demographics. It’s not hard to see where it’s going, but we’re getting into names, faces, places again. What if every dollar of your tam, the board, the CEO, runs around with their big multi-billion dollar number, they’re chasing? [00:33:09] Jay McBain: What if every single deal looks the exact same? This is a deal with AstraZeneca, A real deal, real customer spending millions of dollars. We know it starts in October, it ends in April. It’s a six month cycle. We see what they read, the MQ ls at the beginning. We see the sales demo moments. We see ISV, but we’ve never had the light blue boxes. [00:33:30] Jay McBain: What if we as a team could overlay the 6.3 partners in this deal? And when you find out a couple things. Here’s where I end. In December, five deals were one, three of them by NTT. The person at NTT probably coaches AstraZeneca’s, you know, kids’ soccer team. They probably have a cottage together at the lake. [00:33:50] Jay McBain: For the last 20 years, if the person at NTT worked at Deloitte, Deloitte would’ve run this deal. But Software One and Yash are both there, so we understand that when they were drawing clouds up on the wall in the boardroom in December, this deal was won and lost there. It was not won and lost at the point of sale. [00:34:09] Jay McBain: So what if you knew more about this and could see every dollar in your tam? You had an early warning system that this was happening. Two things jump out at this now that we’re in Bellevue. AWS was touched twice in this deal, directly in the marketing cycle and the sales cycle. AWS lost this deal. Here’s an example of Microsoft winning a deal with Microsoft never being touched. [00:34:34] Jay McBain: For some reason, NTT who won, who won AWS’s partner of the year a couple years ago led with Microsoft, so did Software one, Microsoft’s biggest reseller in Europe, and as did Yash, they all led with Microsoft and without Microsoft, knowing Microsoft took a multimillion dollar deal away from their competitors by winning in December. [00:34:53] Jay McBain: That’s one. Second. These partners didn’t just show up other than soccer and cottages. They didn’t show up in December. It went closed one in their CRM system. Back in the summer, August, September, we already knew AstraZeneca was in market, spending millions of dollars. We didn’t need them to read an ebook or go to an event to find that out. [00:35:17] Jay McBain: We knew it because it was closed one. They’re spending hundreds of thousands of dollars times five in December to know what to do at the end. This is an early warning system that’s better than any MQL, better than any SQL. And if you could give your company these level of view into their pipeline with an early warning system that I can work with those partners for months before they ever show up at the customer’s boardroom. [00:35:44] Jay McBain: This is it. Talk about 47% winners. This takes you from not only surviving the AI era to being a top five platform winner. Thank you very much. [00:36:01] Vince Menzione: Until next time, we’ll see you in person. Hopefully at our next event.

Show Notes: Lana Newishy, founder of Hey Intake, explains that Hey Intake is one of several startups she has founded, which focuses on improving the client experience in the initial stages of a project. The Client Intake Process Lana  highlights common issues in the client intake process, such as disorganized communication, missing information, and inefficient discovery calls. She emphasizes the loss of opportunities due to inefficient intake processes and the need for a structured system. Lead Qualification and Filtering Issues Lana discusses the broken lead qualification process, where consultants often react to discovery calls without proper filtering. She points out information asymmetry, where clients don't know what to share, and consultants don't ask the right questions consistently.  Streamlining the Intake Process Lana mentions the fragmentation of tools, such as emails, documents, CRM systems, and file sharing, which are not connected in a single flow. She introduces the idea of a single, structured flow from first contact to service completion to streamline the intake process. A Demonstration of Hey Intake Lana shares her screen to demonstrate the Hey Intake dashboard, which includes tabs for dashboard, submissions, contacts, form builder, email templates, automations, analytics, team settings, and support. Dashboard Lana explains the AI-driven suggestions on the dashboard, which prioritize tasks based on the current stage of the intake process. Submissions Window She demonstrates the submissions window, which categorizes submissions into lead phase, intake phase, and service phase, and provides AI scores for prioritization. Lana continues to explain the submissions window, showing how submissions are scored and prioritized based on AI analysis.    Submissions Drawer She demonstrates the submission drawer, which allows users to update the phase of a contact, request documents, and send e-signatures. Lana mentions the form builder, which allows users to create custom forms with various templates and fields. She explains the flexibility of adding fields, customizing inputs, and setting AI scoring weights to prioritize requests. Integrating with CRM Systems Lana discusses the ability to integrate Hey Intake with existing CRM systems and legal project management tools. She explains that some clients prefer to keep their existing systems and connect them with Hey Intake for a seamless process.    Form Builder When asked about the form builder,  Lana demonstrates how to create and customize forms, including adding fields, customizing branding, and setting up automations. She highlights the importance of keeping forms simple and quick to fill out to avoid discouraging potential clients.  Email Templates Library Email Templates Library Lana demonstrates the email templates library, which includes pre-built templates and the ability to edit them manually or with AI. She emphasizes the flexibility of the system to meet the specific needs of different clients and businesses.  Automations Tab Lana introduces the automations tab, which shows the flows for various actions, such as sending emails, requesting documents, and following up on actions. She explains how to set up custom automations and toggle them on and off. The Vendor Setup System Lana explains how Hey Intake helps with vendor setup, including requesting documents, managing client portals, and handling e-signatures.   Uploading Documents She demonstrates the process of uploading documents for e-signatures and integrating with services like DocuSign and SignWell. Lana highlights the native storage options and the ability to connect with clients' private storage facilities. She emphasizes the importance of streamlining the onboarding process to save time and reduce administrative burdens. Hey Intake Customer Base Lana discusses the current customer base, which includes law firms, accountants, photographers, home renovators, and B2B consultants. She mentions the potential to focus on specific verticals in the future based on data collection and user feedback. The conversation turns to the development process, and Lana explains that she has a development team based in Canada that helps build B2B AI-based solutions. Lana highlights the structured validation process and the importance of a framework for successful development and launch. Hey Intake Pricing Lana provides information about the pricing of Hey Intake, which starts at $16 per month for the annual plan and $19.40 per month for the monthly plan. She mentions the availability of an enterprise tier for custom solutions. Timestamps: 05:07: Demonstration of Hey Intake Dashboard  12:50: Detailed Walkthrough of Submissions and Form Builder  22:33: Integration and Customization of Hey Intake 22:57: Automations and Email Templates  26:20: Vendor Setup and Document Management 31:02: Customer Base and Future Plans  35:29: Pricing and Contact Information  Links: Website: https://heyintake.com/ This episode on Umbrex: https://umbrex.com/unleashed/episode-648-lana-newishy-founder-of-hey-intake/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.