Podcasts about CRM

Feeling stuck, heavy, or like you're constantly fighting yourself? That's not failure, it's resistance showing up to invite you into your next level. In this episode, I share how I've been navigating my own season of resistance and what it's really trying to teach you. I break down how to use resistance as proof that your calling is close, not proof that you're off track. I also share the 5-step process for identifying, reframing, and moving through resistance so you can stop sabotaging your progress and start building unstoppable momentum. Get ready to evolve into the person your dream requires. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS How resistance is actually a sign that your next level is calling. The quote from Steven Pressfield that will completely change how you see your challenges. How I'm personally working through resistance in business, content creation, and leadership. The 5-step method to name, reframe, and move through resistance. Why choosing comfort over your calling keeps you stuck. RESOURCES Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

Most business owners struggle to make their marketing actually work. In this episode, Shawn breaks down a simple system that helps service-based businesses turn traffic into real paying clients. He shares how SEO, your website, organic content, and paid ads all connect to create a steady flow of leads. You'll also learn why having a strong CRM and real human interaction can make or break your results. If you've been running ads or posting online without seeing growth, this episode will help you see what's missing and how to fix it. Subscribe for more lessons on building a business that grows without chaos.

Host Jordan Whittenburg sits down with Houston-based transactional lender Brenda Villafranco to unpack how she funded a $10,000 earnest money deposit and earned $2,500 in under 30 days on a Sacramento fix & flip—all while working full-time as a hospital administrator.

Episode Title: Soft Rain Sounds for Study and Work FocusDescription:In this episode, we dive into the gentle world of soft rain sounds and how they can help improve your focus during study or work. We explore the science behind rain's soothing effect on the brain, and share tips on incorporating these calming sounds into your daily routine to boost concentration and reduce stress. Whether you're tackling a challenging project or simply need some mental clarity, soft rain sounds may be the perfect companion.Take a moment today to breathe deeply and let the steady rhythm of rain create a peaceful backdrop for your productivity.Stay tuned for more ways to find calm and balance in your busy life.DISCLAIMER

In this conversation, James Schutrop from Scribe discusses the innovative approach of using robots to create handwritten letters, emphasizing the importance of personal touch in a world overwhelmed by digital communication. He explains how Scribe's technology integrates with CRM systems to automate the process of sending personalized thank-you letters, enhancing customer engagement. The discussion also covers the significance of authenticity in marketing, particularly through the removal of postmarks to maintain the illusion of a personal touch.TakeawaysScribe automates handwritten letters to enhance customer appreciation.People are overwhelmed by digital communication and crave personal interaction.Handwritten letters can significantly improve customer engagement.The technology uses real pens to create authentic-looking letters.Postmark removal is crucial for maintaining authenticity in marketing.Automation allows businesses to send personalized letters without manual effort.The handwritten letters are designed to look like they come from a friend or family member.Scribe's system integrates seamlessly with existing CRM platforms.The event highlights practical strategies for e-commerce businesses.Authenticity in marketing is essential to avoid customer skepticism.Chapters00:00 Introduction to Scribe and Handwritten Automation02:57 The Importance of Personal Touch in Marketing05:42 Postmark Removal and Authenticity in Handwritten Letters

What happens when a $900K-a-year recruiter decides to stop building for others—and builds her own AI product instead? Jessica Oliver didn't have a tech background. No coding degree. No startup team. But that didn't stop her from vibe coding her own SaaS platform for government contracting—all while running her recruiting business and raising three kids. This episode is a masterclass for recruiters ready to go beyond placements and build something bigger. Free Trial of Juicebox and its AI Agents one of Jessica's favorite tools: https://juicebox.ai/?via=b6912d

Espresso is proudly powered by our sponsor, Unleashed!  1. Wait…what is Unleashed? Unleashed is inventory management software – but not the boring kind. It doesn't just track stock...it connects seamlessly with your finance tools, eCom platforms, and CRM. That means one smooth system from sales to stock to cash. We use it daily at Islands, and honestly? Total game changer.  2. Why foodie founders love it Unleashed helps you slash admin time and stay laser-focused on your margins. Know exactly where your costs are, what's selling, and how your cash flow's looking (because yes, cash is still king).  3. Trusted by the best in FMCG From Candy Kittens and Tiny Rebel to TRIP, Tarquin's Gin, Three Spirit, Minor Figures, The Turmeric Co., and Volcano Coffee - some of your favourite challenger brands are scaling with Unleashed. If they're using it, you know it's the real deal.  4. Fancy a chat? Book a quick call with the Unleashed team here  https://calendly.com/unleashed-sales-team/discovery-call-with-unleashed-hungry  5. Try it for less Get 50% off your first 3 months if you choose to subscribe. You'll wonder how you ever managed without it  https://www.unleashedsoftware.com/ ************************ Audio Snippet I also had a thought around the sponsor mention on the audio – just a small script update that could make it feel even more natural and seamless. If you're up for it, it'd just be a quick re-record on your end and apply to future episodes.  "Unleashed inventory management software are giving you the first 3 months of your subscription at 50% off. They're supply chain gurus with inventory management that links up with your eCom, accounting, and CRM. At Islands, it's helped us cut admin in half and given us real clarity on margins by keeping us on top of stock. And it's not just us. Brands like Candy Kittens, Tarquin's Gin, Minor Figures, and TRIP all use Unleashed, and I reckon you should too. So, head on over to unleashedsoftware.com to grab your 3 months half price and see what all the fuss is about.  Espresso is proudly powered by our sponsor, Unleashed!

If you want to build a consistent, freedom-led business but feel stuck juggling admin, chasing clients, and working long hours, this episode shows you how to fix it. Dean Vaughan shares how he went from working under someone else's brand to building a scalable business as an AR with consistent £15k–£18k months, without burning out. Book Your FREE 15-minute Growth Audit Watch This Conversation On YouTube What We Covered: The toughest challenges in Dean's first year (and how he overcame them) Why relying on Excel nearly stalled his growth, and the CRM system that changed everything How consistent social media built trust and brought in high-quality leads What changed after hiring support and automating the client journey The real impact of joining a like-minded adviser community Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Book Your FREE 15-minute Growth Audit I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

What if your next big business is hiding in a simple problem right at home? In this episode, I sit down with Lindsay Mullenger, founder of Petite Keep, to talk about how she turned a sentimental idea into a fast-growing and customer-obsessed brand while navigating Shark Tank, opening her own warehouse, and raising five kids under eight. Lindsay shares how she bootstrapped Petite Keep with $3,000, used influencer marketing the right way, and built a team anchored in core values. We talk about building during busy seasons, meeting your customer where she is, and staying resilient when curveballs hit. Get ready to fall in love with brand building, do more with less, and create products that last for generations. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS 00:00 Meet Lindsay Mullenger, Founder & CEO of Petite Keep. 02:45 What is Petite Keep, and how was the concept born? 07:15 The truth about the “zero-to-one” phase every founder faces. 14:00 The DM strategy that built a six-figure business. 22:30 What personal memory inspired the heart of your brand?  30:00 What pitching on national TV taught Lindsay about courage and preparation. 34:00 What to do when business challenges test your resilience and mindset. 38:30 Lessons on turning customer care into your biggest marketing strategy. 42:00 The future of Petite Keep and how Lindsay plans to expand the product line. RESOURCES Learn more about Petite Keep HERE! Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Lindsay: @lindsaymullenger Follow Petite Keep: @petitekeep

Recorded live at the 2025 Equip Expo Morning Show in front of a roaring studio crowd, New Jersey State Trooper Mike Garvey reveals exactly how he and partner Larry scaled their fertilizer, weed-control, and mosquito business to nearly 900 recurring customers—while juggling his full time job, fatherhood, and a strategic CRM system that guarantees every invoice gets paid on time.

Alicia Katz Pollock joins the show fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingBILL - http://accountingpodcast.promo/billChapters(00:00) - Introduction and Guest Welcome (00:56) - Intuit Connect Conference Overview (01:32) - Changes in QuickBooks and Intuit's Strategy (02:03) - AI Integration in QuickBooks (05:26) - The New Customer Hub and MailChimp Integration (06:54) - Concerns About AI and QuickBooks Ecosystem (12:10) - ProAdvisors' Role in the AI Era (19:44) - Addressing Reporting and Automation Issues (27:43) - The Future of QuickBooks Online Accountant (28:21) - New Features and Paid Tiers (29:24) - Intuit Accountant Suite Overview (30:40) - Core and Accelerate Versions (30:54) - Client Management and Dashboards (33:22) - Practice Management Tools (34:01) - Intuit's Market Strategy (38:04) - ProAdvisor and QuickBooks Live (40:31) - Quicken's Comeback (43:34) - AI and Automation in Accounting (53:52) - Intuit's Future Plans and Innovations (56:44) - Conclusion and CPE Information  Show NotesComing soon!Listen and Subscirbe to The Unofficial QuickBooks Accountants Podcast!https://uqb.show/subscribeConnect with Alicia Katz Pollock!https://www.linkedin.com/in/aliciakatzpollock/https://royalwise.com/ Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

If you've ever felt like your email list is too small to matter or wondered what to actually say to the people on it, this episode is about to change the way you think about email marketing. I sat down with Amy Porterfield - yes, that Amy Porterfield - to talk about list building, storytelling, and staying consistent, especially when your list feels like it's barely getting started. Amy went from working in the corporate world for Tony Robbins to becoming one of the most trusted teachers in digital marketing. She's the creator of Digital Course Academy, host of the Online Marketing Made Easy podcast, and one of the biggest advocates for growing your business through the power of your email list. Your Email List Is Where the Magic Happens As Amy says, social media is rented land. Your email list is the only platform you truly own. If you have even one subscriber, talk to that person like you're writing just for them. Your list will make you money over and over again, but you have to do the work to grow it. Amy's simple steps: Get clear on who you want to serve and how you want to serve them. Create a freebie (lead magnet) that solves one small problem. Set up your CRM and get that freebie out there. Promote it often! Talk about your freebie on social media every single week. Consistency Builds Trust When I asked Amy how to keep showing up in email, her answer was simple: consistency. She sends her newsletter every Tuesday morning, no matter what. Her formula: Start with a story that connects back to the reader. Share two pieces of valuable content from others. Teach something simple and actionable. End with a personal story (and add her podcast link in the P.S.) People open emails from people they trust. And trust is built when your name keeps showing up in their inbox. Storytelling That Sells (Without Feeling Salesy) Amy shared that storytelling has become one of the most powerful tools in her emails. When people feel seen and understood, they stick around. And they buy. She often shares stories between her email and social platforms. If a story performs well in one place, she uses it in the other. Stories make your audience feel connected, and connection builds conversion. From Email Subscriber to Buyer So how do you actually move people from your list to paying customers? Keep showing up. Tell stories that build trust. Send more than one promo email - your audience needs to hear from you multiple times. Let your personality shine through every message. And if you don't know where to start? Create a simple email template to guide you every week, and do a brain dump in a Google Doc of every story or lesson you could share. Amy reminded me of something she learned from Tony Robbins — and something I've said many times myself. Growth comes from being uncomfortable. You don't need to be perfect. You just need to start. Do it scared. Do it messy. But do it. If you've been waiting to “get your list ready,” this is your nudge. Start small. Share one story. Send one email. Stay consistent. Your email list doesn't have to be big, it just has to be active. Where to find Amy:  Amy Porterfield on Facebook Amy Porterfield on Instagram Amy Porterfield's Website  Join me in all the places:     Facebook Instagram Launch Your Box with Sarah Website  Are you ready for Launch Your Box? Our complete training program walks you step by step through how to start, launch, and grow your subscription box business. Join the waitlist today!

Feeling buried in the back end of your coaching business? We sit down with fellow  team membeat the REALIFE Process®  Rachel O'Connell to demystify the essentials: a simple website, a clear lead magnet, and a short email nurture. Rachel shares how an all-in-one platform can streamline websites, email, calendars, payments, and automations—so you can coach from a place of rest, not rush.What You'll LearnThe three must-haves to start or simplify your coaching presenceHow to design a basic client journey that actually convertsWhy email still matters—and why “simple PDF” lead magnets still workWhat an all-in-one system can centralize: site, funnels, email, CRM, calendars, payments, and workflowsA peek at our automated certification onboarding (and how it created space for more personal touchpoints)A discernment filter: what's life-giving vs life-draining for you as a coachResources & MentionsJubilee Marketing House (Rachel O'Connell) – https://jubileemarketinghouse.com/Call to ActionAsk yourself: What's life-giving and what's life-draining in my business right now? Choose one next step—either learn a small piece of tech or book a convo with someone who can help.FREE RESOURCES:Take the FREE Intro to Needs & Values AssessmentReady to discover what uniquely matters to YOU? CLICK HERE to take our FREE Intro to the Needs & Values Assessment.FREE Download: 4 Steps to Simplify Your CalendarReady to uncover more time on your calendar? This FREE download will help you remove what doesn't matter, so you have space for what does. Click here to get this FREE resource!OTHER RESOURCES:Join the REALIFE Practice Membership!The REALIFE Practice Membership is designed for those who want to grow spiritually, but feel like REALIFE is getting in the way. We'll learn how to integrate meaningful spiritual practices and tools into our daily lives through live group calls, group coaching, training videos, downloadable resources, and an interactive community. Visit www.therealifeprocess.com/membership to join us today!Check out our YouTube Channel!Prefer to watch AND listen? Check out our YouTube channel for the podcast episode on video! Make sure to subscribe so you get all the latest updates.My Book LinkMy new book, Do What Matters, is available NOW! Banish busyness and discover a new way of being productive around what truly matters. Learn more at DoWhatMattersBook.com.LifeMapping ToolsWould you life to discover  Life Mapping tools to help you recognize and respond to God in your Story. Check out these tools here https://www.onelifemaps.com/JOIN OUR COMMUNITY & CONNECT WITH ME:Become part of the FREE REALIFE Process® Community! Connect with Teresa and other podcast listeners, plus find additional content to help you discover your best REALIFE.Connect with your host, Teresa McCloy, on:Facebook - The REALIFE Process® with Teresa McCloyInstagram - teresa.mccloyLinkedIn - teresamccloyAbout Teresa McCloy:Teresa McCloy is the founder and creator of the REALIFE Process®, a framework designed to empower individuals and groups with the tools, training, and community needed for personal and professional growth. Through the REALIFE Process®, Teresa is on a mission to help others grow in self-awareness, establish sustainable rhythms, and enhance their influence and impact by integrating faith and work into their everyday lives. She lives with her husband of 42 years on their 5th generation family farm in central Illinois and enjoys great coffee, growing beautiful flower gardens and traveling as much as possible. About Erica Vinson:Erica Vinson helps clients walk through defining moments with confidence and courage enabling them to move forward in freedom and embrace fearless living. As an ACC Credentialed and Certified Professional Life & Leadership Coach, she uses wisdom from all 3 Centers of Intelligence to help clients gain deeper self-awareness and grow in relationships with others both personally and professionally. Erica is a certified REALIFE Process® Master Coach, an ©iEnneagram Motions of the Soul Practitioner, and has a certificate in Spiritual Transformation through the Transforming Center. She lives in the Metro East St. Louis area and enjoys spending quality time with friends and family, golfing, tennis, boating/water skiing, traveling, is a bit of a technology nerd and loves learning!

Learn how to automate tasks, save time, and increase your profit. No Coding required!

Recorded live at Equip Expo 2025, John sits down with long-time industry veteran Joe McPhail to talk about the evolution of technology and CRM systems in the lawn care world. From the early days of paper scheduling and handwritten invoices to the seamless power of today's cloud-based software, Joe shares how embracing technology has streamlined business, saved time, and boosted profitability. If you've ever felt hesitant about adopting new tools or CRMs, this conversation will inspire you to see technology not as a burden but as the backbone of modern lawn care success. Comments and Questions are welcome. Send to ProfitswithPajak@gmail.com Episode Links: Apple Podcast Listeners- Copy and paste the links below into your browser. Show Partners: Yardbook Simplify your business and be more profitable. Please visit www.Yardbook.com  Get 30 days of Premium Business level of Yardbook for FREE with promo code PAJAK Relay Relay is small business banking that puts you in complete control of what you are earning, spending, and saving. Click here to sign up for Relay and get $50.00 cash bonus!http://join.relayfi.com/promo/get-50-ulumkswykjzwi4dqsm?referralcode=profitswithpajak&utm_source=influencer&utm_medium=podcast  Mr. Producer Click the link to connect with Thee Best Podcast Producer in the biz! https://www.instagram.com/mrproducerusa/   Green Frog Web Design Get your first month for only $1 when you use code, PAJAK, and have your website LIVE in 3 weeks from projected start date or it is FREE for a year. https://www.greenfrogwebdesign.com/johnpajak My Service Area "Qualify Leads Based on Your Profitable Service Area." Click on this link for an exclusive offer for being a "Profits with Pajak" listener. https://myservicearea.com/pajak   Training and Courses Budgets, Breakevens, and Bottom Lines™ Workshop John Pajak's exclusive system is designed to help you avoid common failures and achieve your business' financial goals to be profitable and scale your business. https://www.johnpajak.com/offers/qvgvV8m3/checkout   Yardbook Training Workshops Learn one-on-one with John Pajak to use Yardbook like a pro to streamline your business and make more money! https://www.johnpajak.com/offers/aJ9YX7aB/checkout

After a year of leading, building, and learning how to stay steady when life gets loud, Kalena James returns to the mic with a powerful message about consistency, courage, and landing life's noisy seasons with grace. From launching a bold new coaching program to guiding her neighborhood through change, she shares what it means to move through chaos with faith and resilience. Episode Highlights:Staying grounded through the noise is the real work.What starts small and quiet can grow into something powerful through consistency.Leadership and transformation often look messy before they make sense.Landing the plane is about finding peace after periods of movement and noise.Success doesn't shout it whispers through daily effort and faithfulness.Purpose is a long game built on courage, not perfection.Showing up quietly, even when no one notices, is its own act of strength.The sound of noise doesn't mean you're off track, it can mean a breakthrough is near.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

AI isn't here to replace humans—it's here to amplify them. In this first episode of our new mini-series with Matador AI, Jen sits down with Kevin Esmezyan, Head of Product at Matador AI, to explore how dealerships are using AI to eliminate repetitive tasks, reduce burnout, and empower their people to focus on what they do best—building relationships and delivering a remarkable guest experience. From automating lead follow-ups to intelligently syncing with your CRM, Kevin explains how the right human + AI collaboration transforms workflow, increases productivity, and sets a new standard for efficiency in modern dealerships. If you've been curious about how AI actually works in practice (not just in theory), this episode is your starting point. https://matador.ai/ | Kevin Esmezyan, 514-793-1488 | Kevin@matador.ai Dealer Talk with Jen Suzuki Podcast |

SHOW NOTESThis episode is hosted by Kat Wheeler, and together she and Cameron dig into:The difference between metrics that matter and vanity stats you can ignoreHow automation and CRM integration can boost efficiency and client experienceAnd common mistakes to avoid when measuring marketing ROIWhether you're just starting to track your marketing or looking to sharpen the way you use your CRM, you'll walk away with new ideas to apply in your own business.Let's dive in—here's Automation Unplugged with Cameron Howitt. About One FireflyOne Firefly, LLC is an award-winning marketing agency that caters to technology professionals in the custom integration, security and solar energy markets. One Firefly is headquartered in Davie, Florida with staff located throughout North America and has been operating since 2007.

Is your marketing ladder missing the first rung? Jason Rhoads (Rhoads Creative) joins Anya to break down why builders should fix websites and assets before throwing money at ads, and how AI search (AIO) is changing everything from discovery to conversion.We cover:-The Digital Marketing Ladder: the 8 steps -UX that sells: lead-gen flows, visual content, virtual tours, data-tagged assets-AIO to SEO? Preparing your site to “talk to bots” and win AI answers-Content that feeds LLMs without becoming AI slop (voice, structure, schema)-Analytics that prove ROI: CRM tie-ins, attribution, appointments → sales-Paid search today (rising CPCs) and what's next for social/TikTok search-Practical AI workflows: brand-tuned GPTs, faster content ops, better insightsIf you're a homebuilder or marketer wondering where to put budget in 2026, this episode gives you a ladder to climb: one smart rung at a time.Chapters: 00:00 Intro 01:05 Jason's path & why builders need better data 03:00 The Digital Marketing Ladder 06:10 Websites & assets: the #1 ROI lever 09:10 AI search and “bot-to-bot” readiness 12:20 From SEO to AIO: content that ranks in AI 20:05 Validating the AI recommendation: trust pages that matter 24:00 Visuals that feed AI (not just look pretty) 26:00 Measuring ROI with CRM + attribution 28:30 AI tools/workflows Jason recommends 31:00 What's next: TikTok search & beyond 33:00 One thing overwhelmed teams should do now 34:30 Where to find Jason

At the Wildix Partner Day in Venice, Italy, Technology Reseller News Publisher Doug Green spoke with Stewart Donnor, Sales Engineers Manager at Wildix, about how the company's channel-first innovation and AI-powered automation are redefining the unified communications experience for partners and their customers. “Wildix is 100% channel, and our engineering team works side-by-side with partners from discovery through deal close,” Donnor explained. “We design every deployment around the customer's exact workflow — no cookie-cutter solutions.” Donnor described Wildix's flexible, customizable UCaaS and PBX ecosystem that bridges the gap between traditional telephony and modern digital engagement. The platform supports cloud, hybrid, and hardware PBXs, integrates with Microsoft Teams, CRM systems, and digital channels such as WhatsApp and SMS, and now incorporates Wilma AI — an agentic automation tool capable of handling workflows across more than 500 third-party applications. “AI is now our best employee — it never takes time off and it's always ready to work,” Donnor said. “We're using automation not to replace people, but to extend customer access and improve employee experience.” The Wildix product stack — including x-bees for collaboration and x-hoppers for retail and frontline environments — demonstrates this blend of innovation and practicality. By embedding communication into headsets and mobile endpoints, Wildix gives store associates real-time access to AI-driven knowledge and instant customer assistance, improving both staff retention and ROI. For organizations reassessing their communications post-COVID, Wildix provides migration flexibility for both legacy PBX users and those looking to upgrade hastily adopted UCaaS systems. “Many companies made quick decisions during COVID and had to compromise,” Donnor noted. “Now they're ready for a solution that restores capability without giving up control — and that's where Wildix shines.” With weekly software releases, a direct feedback loop between sales engineering and product development, and security built into every instance, Donnor emphasized Wildix's commitment to keeping partners and customers on the cutting edge. “We're agile, European-born, and secure by design. Each build is unique — future-proofing isn't just a promise, it's baked into our DNA.” To learn more about Wildix's AI-driven UCaaS and partner ecosystem, visit wildix.com.

At the Wildix Partner Day in Venice, Italy, Technology Reseller News Publisher Doug Green sat down with Steve Osler, CEO of Wildix, to discuss how the company is using AI and automation to transform unified communications — and to empower partners with new revenue opportunities. “The main reason to move to Wildix today isn't just to unify communications — it's to automate and improve business processes, especially with AI,” said Osler. “We're helping companies replace human interactions in routine communication and integrate AI to boost sales and efficiency.” Founded in 2005 in Trento, Italy, Wildix began as a PBX innovator before becoming one of the first companies to deliver a WebRTC-based unified communications platform in 2012. Two decades later, the company is now focused on the next evolution: agentic AI and business process automation. Osler explained that AI is not simply a feature but a catalyst for business transformation. From automated scheduling and customer engagement to Salesforce-integrated workflows, Wildix enables customers to achieve measurable ROI while giving partners full ownership of their customer relationships and billing. “We don't publish price lists because every solution delivers a different value,” Osler noted. “A basic PBX may be $10 per user, but the same platform, integrated with AI and CRM automation, can be worth thousands.” Wildix's vertical specialization is also central to its strategy. Products such as x-bees, a sales tool integrated with Salesforce, and x-hoppers, a communications platform for retail frontline workers, demonstrate how narrowing focus creates greater differentiation and customer value. On the topic of Microsoft Teams integration, Osler emphasized that Wildix complements rather than competes with Teams. “We provide the telephone services and smart automation that Teams can't — the goal isn't to deliver dial tone, but to deliver value,” he said. Looking ahead to 2026, Osler stressed that partner enablement is key to Wildix's growth. “We're training partners not just to sell AI, but to understand it — to identify the right use cases, show value, and implement fast.” For Wildix, AI isn't a distant concept; it's a practical, deployable advantage. As Osler concluded with a smile: “The best way to learn more about Wildix? Ask AI.” Learn more about Wildix and its channel-first UCaaS and AI automation strategy at wildix.com.

Do you ever feel like you have all the right tools and opportunities, but your business isn't as far ahead as it should be? In this episode of the RevOps Champions podcast, host Brendon Dennewill is joined by data and AI expert Andrew James to tackle this common feeling of paralysis among today's business leaders. They dive deep into why simply adopting more technology isn't the answer and explore the real source of competitive advantage in the AI era.Andrew argues that the key to leapfrogging the competition lies not in external tools, but within your own company's data. The solution is to plumb your unique operational data—from your CRM, sales pipeline, and financials—directly into AI to make decisions with high conviction. This approach transforms AI from a confusing threat into a powerful ally, revealing the true constraints and leverage points within your business.This episode is essential for RevOps professionals, B2B executives, and any leader feeling stuck, providing a clear framework to move from analysis paralysis to profitable, data-driven action.What You'll LearnThe Profitability 2×2 Matrix: A simple way to find your next big win: map your efforts by whether they increase revenue or cut costs—and whether they target new or existing customers. Why Conviction Beats Accuracy: Most leaders aren't stuck from lack of data, but lack of conviction. Frame AI projects as clear, high-confidence “trades,” not perfect strategies.The Power of Internal Data: LLMs know what everyone knows. Your private CRM, financial, and ops data is what gives you a real edge—if you connect it to AI.Finding Your X-Factor Metric: Identify the one money-based metric—like cost per acquisition or revenue per lead—that, if improved, accelerates your entire business.From Top-Down to All-In: Stop centralizing decisions. Share data and AI tools across teams so everyone can act on insights and drive results faster.Resources MentionedX-Factor OptimizationCerebro AnalyticsHubSpotPsychology of Money and The Art of Spending Money by Morgan HouselGoogle OKRs (Objectives and Key Results)Automation tools: N8n, Is your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizations A clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not) Let's Connect Subscribe to the RevOps Champions Newsletter LinkedIn YouTube Explore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!

Want to win a free pair of airpod pros, sign up for a demo with Vitally: https://www.vitally.io/csproDownload The Value Storytelling Handbook: https://www.thecustomersuccesspro.com/offers/bwVCZUYL/checkoutIn this episode of the Customer Success Pro Podcast, host Anika Zubair speaks with Sean Reid, an award winning CS leader. They explore why “green” health scores can mask real risk, how to spot hidden churn signals, and why renaming the metric to a Renewal Probability Score improves forecasting and cross functional alignment. Sean explains his model that blends human captured sentiment with product signals, how multithreading and stakeholder engagement change renewal odds, and why NPS should be treated as a trend over time rather than a single moment. The conversation offers practical guidance on structuring sentiment fields in your CRM, coaching teams to score consistently, avoiding a rushed rollout, and turning QBR data into executive ready value stories that drive renewals and expansion.Chapters:00:00 Introduction02:40 Meet Sean Reid10:11 Why “green” accounts still churn14:45 Multithreading and hidden influencers22:26 From health score to Renewal Probability Score25:28 Building the model, 60 to 40 sentiment to signals34:49 Value storytelling and outcome-focused QBRs37:10 Rethinking NPS as a trend, not a moment44:28 Lessons51:51 Wrap-upConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/RevUP Academy: https://thecustomersuccesspro.com/revupConnect with Sean Reid:Linkedin: https://www.linkedin.com/in/sean-reid/Send Anika a text :) Grab our FREE resources here: https://thecustomersuccesspro.com/resources Want to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

ניוזלטרים בתשלוםניוזלטרים חוזרים לאופנה אבל עם טוויסט שמאפשר ליוצרי תוכן לגבות תשלום עבור היצירה שלהם.ראשית מעט רקע: ניוזלטר הוא עלון מידע שמופץ למנויים באמצעות אימייל לקהל מטרה מוגדר ועוסק בנושאים רלוונטיים לקהל זה, כמו חדשות, טיפים או תוכן מעשיר. הניוזלטרים של ימינו נשלחים באימייל ומהווים גירסה "מודרנית" של עלוני מידע שהופצו בעבר בעיקר בדואר רגיל (פיזי), וכיום מופצים באמצעות מערכות דיוור בתדירות קבועה – שבועית, חודשית או אפילו יומית תוך שהם לרוב מתמקדים במתן ערך אמיתי לנמענים, כמו סיפורים מעניינים, דיווחים עדכניים ותוכן מותאם אישית שמטפח נאמנות, מניע טראפיק בחזרה לאתר או לבלוג ומאפשר דיאלוג ישיר על קהל מנויים. ניוזלטר מוצלח מבדיל בין שיווק אגרסיבי לתוכן איכותי, ומשלב לעיתים מוניטיזציה בצורה מאוזנת, תוך הימנעות משיטפון פרסומי שגורם לנמענים להסיר את עצמם מהדיוורים. הניוזלטרים המוצלחים ביותר הם כאלה שנמענים מחכים לקבל אותם וכמו תוכנית (Show), הם מופצים בתדירות קבועה. בשנים האחרונות ניוזלטרים הפכו מסתם משהו אפרורי לדבר החם, כאשר הם אפילו מכונים "המדיה החברתית החדשה" - מדיה ישירה שמאפשרת דיאלוג ישיר ועשיר עם קהל, ללא חסרונות האלגוריתמים המניפולטיביים המאפיינים את הפלטפורמות החברתיות. כאילו כדי להוכיח שזה לא רק הייפ, בשנים האחרונות בוצעו כמה רכישות בתחום הניוזלטרים, כמו רכישת פלטפורמת הניוזלטרים Revue על ידי טוויטר ב-2021, ורכישות של הניוזלטר הפופולרי Morning Brew.שתי הדוגמאות מעידות על חשיבותם של ניוזלטרים ל"כלכלת היוצרים" (creator economy) ועל חשיבותם כערוץ ישיר לתקשורת עם קהל.מרבית הניוזלטרים הם חינמיים ונשלחים ללא תמורה למנויים שביקשו להירשם לניוזלטר (opted-in).בדומה לתופעת ה-Patreon ופלטפורמות אחרות שתומכות ביוצרים, בשנים האחרונות התפתחו ניוזלטרים בתשלום. כלומר, מנויים משלמים דמי מנוי עבור קבלת הניוזלטר, שלרוב יכלול תכנים ייחודיים ובלעדיים.היכולת הזאת משרתת מצוין יוצרי תוכן, חלקם אפילו משפיענים או אנשי תקשורת מסורתית שעשו מעבר מהמדיה המסורתית למדיה עצמאית. לדוגמא, Megyn Kelly, שהייתה מגישת חדשות ומנחה תוכניות טלוויזיה ב-Fox News ולמשך תקופה גם ב-NBC News. או Jim Acosta שעבד לאורך שנים כמגיש ועיתונאי ב-CNN ובתחילת 2025 פתח ערוץ ב-Substack תחת השם “The Jim Acosta Show”הייחודיות של Substack סאבסטאק היא הנער השובב של ג'אנר הניוזלטרים בתשלום ובולטת בייחודיות שלה כסוג של אולר שוויצרי ליוצרים עצמאיים המשלבת ניוזלטרים באימייל, פלטפורמה ליצירת בלוגים, מערכת פודקאסטים, פלטפורמת וידאו וקהילה באקוסיסם אחד, תוך דגש על פשטות תפעול ויכולת גילוי (Discoverability) מובנית דרך רשת המשתמשים הגדולה שלה. בניגוד למתחרות רבות, היא מאפשרת ליוצרים לשלוט בנתוני הקהל שלהם באופן מלא ומאפשרת להם להתחיל לפעול בפלטפורמות שלה בחינם וגביית עמלה של 10%ובתוספת עלות הסליקה של Stripe על מנויים בתשלום.תמיד אפשר לעבור עם רשימת הדיוור לפלטפורמת סאבסטאק או לייצא ממנה את הרשימה כשעוזבים.---CRM.BUZZ הוא בלוג ופודקאסט בעברית העוסקים באימייל מרקטינג, עבירוּת אימיילים ושיווק.יוצר הפודקאסט והבלוג הוא סלע יפה (Sella Yoffe), מומחה בינ"ל לעבירוּת אימיילים ושיווק באימייל, מסייע למדוורים גלובליים, סטרטאפים, סוכנויות אימייל ומערכות דיוור (ESPs) עם מסירות אימייל, אימות

Every business needs three key systems working behind the scenes to grow and scale. In this episode, Chris and I break down the exact tools we use in every one of our businesses (and teach inside our Elite Mastermind) to turn followers into buyers. We also share how these systems have transformed our brands. Plus, the big news about Glōci's new Glow & Debloat flavors is officially here. Get ready to stop leaving money on the table and start building a business that runs smarter, not harder. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS Glōci's new flavors are here! The #1 reason you can't rely on social media algorithms to sell anymore. The 3 non-negotiables every business needs to scale. How to create an irresistible opt-in that attracts your ideal customers. How ManyChat automates your Instagram comments and collects leads for you. Our 5-email framework for building trust and boosting conversions. RESOURCES Apply for our 2026 Elite Level Mastermind HERE! Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Chris: @chriswharder

Send us a textA single pricing decision can change the fate of a company—and the families it serves. Camille sits down with Mary Fusillo, CEO of Family Solutions International, to trace her path from ER nurse and ICU leader to fertility entrepreneur who rethought pricing, unbundled services, and built a national program that gives intended parents real choice without losing the human touch.We walk through the evolution of egg donation, from early, limited options to today's transparent, data-rich matching with deep health histories and video profiles. Mary breaks down who uses donor eggs now—women facing diminished ovarian reserve, single dads, and same-sex couples—and why fresh donor cycles often deliver stronger pregnancy rates than frozen eggs. If you're career-focused and considering kids later, you'll get actionable guidance on timelines, realistic success odds, and the true costs of egg freezing, plus how employer benefits can help. For donors, Mary explains safety, physiology, and the ethical guardrails that cap cycles to protect health and genetic diversity.On the business side, Mary shares the hard-won lessons: why being “the cheapest” slowed growth, how a simple whiteboard session revealed the power of raising prices slightly above average, and how unbundling legal, psych, and escrow fees clarified value while improving margins. Cutting credit card fees, automating CRM touchpoints, and keeping interviews personal turned a scrappy startup into a trusted resource. She also opens up about boundaries, timers, and a weekend ritual of real rest that kept her present for her twins and resilient through 18 years of entrepreneurship.If you're building a service brand or navigating fertility choices, this conversation blends strategy, science, and empathy. Hit follow, share with a friend who needs it, and leave a quick review—your support helps more people find clear answers and the courage to value their work.

Unlocking Business Growth with Yuliia Solovyeva of CSV GroupIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Yuliia Solovyeva, CEO of CSV Group, about how companies can accelerate growth through smarter strategy, psychology, and AI integration. Yuliia shares her expertise in helping startups and global brands enter new markets, win public tenders, and scale operations sustainably. The discussion offers actionable advice for business leaders looking to combine human insight with data-driven systems for measurable results.How Understanding People and Processes Drives GrowthYuliia explains that sustainable business growth starts with understanding people—whether clients, partners, or teams. She introduces transactional analysis, a psychological framework that helps leaders recognize communication patterns and tailor their approach for better outcomes. By identifying whether someone is operating from a directive, logical, or emotional mindset, entrepreneurs can improve negotiations, build stronger relationships, and resolve conflicts effectively.She also highlights CSV Group's hands-on approach to business development, embedding its experts directly into client operations to deliver real, measurable results. From crafting go-to-market strategies to managing public and commercial tenders, the firm supports clients through every step of the process. Their blend of strategic execution, legal expertise, and AI-driven automation helps businesses streamline operations and open new revenue channels globally.AI, Yuliia explains, is not a replacement for human connection—it's a tool to amplify efficiency and insight. By automating repetitive processes and analyzing customer data, companies can free up teams to focus on creativity, strategy, and relationship-building. With the right balance of human intelligence and AI capability, businesses can scale faster and compete more effectively across markets.About Yuliia SolovyevaYuliia Solovyeva is the CEO of CSV Group, a business development leader helping companies expand internationally through psychology-based strategy, market entry expertise, and AI-powered optimization. With deep experience in both corporate and entrepreneurial settings, Yuliia focuses on practical execution—turning insights into measurable outcomes that drive sustainable growth.About CSV GroupCSV Group is a global business development firm specializing in helping startups and enterprises scale across new markets. The company provides go-to-market strategy, tender support, CRM automation, and AI-driven process optimization. By integrating legal, compliance, and strategic expertise, CSV Group ensures its clients achieve tangible, lasting growth. Learn more at thecsvgroup.com.Links Mentioned in This EpisodeYuliia Solovyeva on LinkedInCSV Group WebsiteKey Episode HighlightsYuliia shares how understanding psychology through transactional analysis helps leaders communicate and negotiate more effectively.She explains CSV Group's unique hands-on approach, embedding business development experts directly into client teams.Discussion on leveraging AI to enhance efficiency, automate processes, and free up teams for strategic work.Yuliia details how public and commercial tenders can accelerate growth and...

What if the biggest opportunity in your real estate business isn't the next lead you buy, but the database you already have sitting in your CRM? In this episode, I sit down with Ryan Young, who scaled his family's real estate team from 30 homes a year to over 500, and then built one of the hottest CRM companies in real estate.Ryan shares the exact mindset shift that took him from grinding through open houses and door knocking in 2009 to building a systematic, data-driven approach that extracts maximum value from every contact in your database. We dive deep into why most agents are terrible at database marketing and how the right technology can find hidden opportunities you never knew existed.Inside this episode:How Ryan muscled through the 2009 recession to build unshakeable lead generation skillsThe psychology difference between working with buyers vs sellers that most agents missWhy "spray and pray" database outreach kills your conversion ratesThe segmentation strategy that turns cold contacts into warm opportunitiesHow AI can identify which contacts in your database are actively shopping with your competitionWhy leading with value beats asking for referrals every single timeThe exact conversation framework Ryan uses to create off-market opportunitiesWant to connect with Ryan? Check out Fello AI: https://fello.ai/Contact The Young Team: theyoungteam.comWhether you're struggling to get past 30 transactions or looking to scale beyond 100, this episode will change how you think about the goldmine sitting in your CRM. Subscribe, share, and follow for more interviews like this.

The future of the car business isn't coming… it's already here. And it's driven by artificial intelligence! Join Sean V. Bradley, President of Dealer Synergy, as he explores how AI is transforming every corner of the automotive industry. In this powerful episode, Sean is joined by two industry leaders: Yuriy Demidko from Fox Motors and Tasso Roumeliotis, Founder and CEO of Numa. Together, they pull back the curtain on the real impact of AI inside today's dealerships, from sales and service to communication and customer experience! "If you don't embrace some level of AI in certain pieces of your process, you will just fall behind really, really quickly." - Yuriy Demidko You'll hear how Fox Motors is strategically implementing AI to streamline service operations, enhance communication, and create more meaningful connections with customers, while Numa's cutting-edge technology is helping service advisors do more with less, resolving communication gaps that once slowed dealerships down! "Imagine what it will save you in the long term. Having cleaned up data, not just hoping and praying that your marketing is working properly." - Yuriy Demidko This isn't just theory, it's what's actually happening inside some of the nation's most forward-thinking stores. Whether you're a dealer principal, manager, or salesperson ready to embrace the next era of retail automotive, this episode will open your eyes to how AI is not replacing people, it's empowering them!

Send us a textTired of launching “great ideas” that die in the field? We break down a practical playbook for moving from technician to owner and getting your team to champion marketing initiatives without the eye rolls. The throughline: earn trust, speak with conviction, and keep every rollout simple enough to sell at a kitchen table.We start with buy-in and why it begins with you. If you don't believe in your maintenance plan, financing offer, or private label shift, your team won't either. Hear how to present with clarity, tie benefits to real customer pain points, and use brand-forward names that spark conversations in the home. We share scripts, framing, and the power of storytelling to make a quirky club name feel like a value, not a gimmick.Then we dig into emotional equity. Consistent check-ins, specific praise, and genuine curiosity build the trust that makes price changes, software updates, and social video asks possible. Trust turns mandates into momentum. From there, we attack complexity: pick one high-impact initiative, plan backward from launch, update CRM and collateral, train leaders first, and keep rules clean. We even tackle edge cases—like a promo that starts after a customer buys—and why protecting the brand with simple, generous policies can create outsized goodwill and referrals.By the end, you'll have two guiding rules for every change: lead by example to create buy-in, and simplify so your team can execute under pressure. If coaching and persuasion aren't your strengths, we show you how to surround yourself with people who can carry that torch and lift the whole shop. If this helped you sharpen your next rollout, follow, share with a fellow owner, and leave a quick review to help others find the show.If you enjoyed this chat From the Yellow Chair, consider joining our newsletter, "Let's Sip Some Lemonade," where you can receive exclusive interviews, our bank of helpful downloadables, and updates on upcoming content. Please consider following and drop a review below if you enjoyed this episode. Be sure to check out our social media pages on Facebook and Instagram. From the Yellow Chair is powered by Lemon Seed, a marketing strategy and branding company for the trades. Lemon Seed specializes in rebrands, creating unique, comprehensive, organized marketing plans, social media, and graphic design. Learn more at www.LemonSeedMarketing.com Interested in being a guest on our show? Fill out this form! We'll see you next time, Lemon Heads!

In this throwback episode, we have John Hill, founder of Adaptive Growth, helps small teams and entrepreneurs use technology and processes to make sales repeatable. John helps capture the “instinctual” parts of their sales conversations, document them, and embed them into customized CRM workflows. By doing so, he shortens ramp‑up time, eliminates gaps between reps, and creates data‑driven pipelines that can be refined just like digital‑marketing campaigns. He reinforces these ideas on his “Sales Throwdown” podcast, where he breaks down personality‑type frameworks (e.g., DISC) and stresses the importance of building rapport, using consistent scripts, and continually testing what works. Website: adaptedgrowth.com Personal brand/blog: johnsmallmountain.com Podcast: www.salesthrowdown.com Linkedin: johnblanehill Previous Episode: iam387-founder-helps-small-teams-and-entrepreneurs-make-sales-repeatable Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.    I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

In this episode of Get Creative, host Keola Keala interviews Spencer Bishop (SubTo & Gator) on one of the wildest creative wins you'll hear this year. Spencer went from over-the-road truck driver to full-time investor—and then battled a two-year legal and title gauntlet after a $24.5K bandit-sign deal imploded at the closing table.

Send us a textIn this high-energy episode of The MLO Project, Frazier and Michael come in hot fresh off AIME's Fuse 2025, breaking down lessons, laughs, and the unexpected win of a 7:00 a.m. breakout session that packed the room.Michael shares the behind-the-scenes story of his first “legit” Fuse experience, the vibes-only navigation system through the Gaylord Opryland, and why his High-Level Blueprint session had brokers buzzing before the sun came up.This isn't another tech talk — it's a wake-up call for loan officers who've been sleepwalking through their CRM strategy. They dive deep into:Why legacy CRMs are holding LOs hostageWhy Data is THE NEW CommissionThe real leverage behind HighLevel (HL4 Mortgage Pros)How top brokers are using automation and AI without losing authenticityWhy most LOs waste money on tools they don't understandThe right mindset for implementing any system (hint: start with the goal, not the gadget)Whether you were at Fuse or not, this episode gives you a front-row seat to what's coming next in mortgage tech, content leverage, and operational dominance.

At the Wildix Partner Day in Venice, Italy, Technology Reseller News Publisher Doug Green sat down with Jason Uslan of Wildix to discuss how the European-born UCaaS and PBX provider is helping small and midsize businesses modernize communications while preserving the trusted channel relationship. “Wildix is 100% channel — we only go to market through our partners,” Uslan explained. “That local partner knows the customer, understands their workflows, and can tailor the solution to fit their needs.” Wildix's unified platform enables SMBs to consolidate fragmented communications — legacy PBX, Microsoft Teams, CRM tools, and email — into a single, flexible system focused on both customer and employee experience. Designed for scalability, the Wildix solution gives partners full control over deployment, billing, and customer ownership while offering end users a seamless, device-agnostic experience across office and remote environments. Uslan emphasized that Wildix fits the SMB market “because it's built for it.” The platform is fully customizable down to the user level, integrates natively with Microsoft Teams and leading CRMs, and supports open APIs for third-party extensions through partners like Red Cactus. “We don't want to disrupt how people work — we want to help them work smarter, faster, and better,” he said. Looking ahead, AI will play a central role in Wildix's evolution. Uslan noted that the company approaches AI “with an ROI mindset — helping SMBs do more without replacing people, by making their teams more efficient.” From improving coaching and analytics through its x-bees employee experience (EX) tools to driving better customer experience (CX), Wildix is positioning partners and customers alike for the next decade of intelligent, integrated communications. To learn more about Wildix solutions and partner opportunities, visit wildix.com.

Contract sales or sales outsourcing can work for small businesses. There are some factors that determine if it will work for you business. In the short term, if you need some quick hits or fast sales over a few months, contract sales teams can prove to be beneficial. Contract and outsourced sales reps are typically ready on day one, when you need them. They have experienced sales reps, CRM, list, sales tech and prospecting tools to hit the ground running. Additionally, if what you're selling is rather easy to explain and the price point is reasonable, sales can close fast. This leads to booking revenue, but also getting market data. This data allows you to modify your offering, pricing and sales approaches. If what you are selling is more complex and at a higher price point than the current market dictates, it can take longer to get those first few sales.

In this solo episode of the Everyday Business Problems podcast, Dave Crysler breaks down why most technology issues aren't really tool problems, they're planning, people, and process problems in disguise. Drawing from years of leading ERP implementations across multiple facilities, Dave explains how configuration and implementation often make or break success, and why chasing the next shiny system rarely solves the root cause. What You'll Discover: The two biggest factors that determine whether any tool, ERP, CRM, or otherwise, actually works. Why configuration and implementation failures cause most technology frustrations. How one company's ERP setup broke down when they tried to run two business models in one system. When it really does make sense to replace or upgrade your tool (and when it doesn't). The difference between tool problems and process or adoption problems—and how to spot the difference. How to start fixing your systems by asking the right questions about what's slowing your team down.

What happens when AI and people work side by side instead of in competition? In this episode of Leader Generation, Tessa Burg talks with John Arnold, Head of Strategic CRM Advisory at Creatio. They discuss the company's new global study on AI agents and no-code platforms, and what it reveals about the future of work. John shares insights from more than 500 business and technology leaders who are redefining what it means to innovate. You'll learn why AI is now a boardroom-level priority, how leading organizations are using it to grow—not replace—their teams and how no-code platforms are giving everyone, not just developers, the power to build solutions fast. Whether you're a marketer, salesperson or service leader, you'll come away with a clear picture of how AI and no-code tools can help free up time, unlock creativity, and accelerate transformation without losing the human element.  Leader Generation is hosted by Tessa Burg and brought to you by Mod Op.    About John Arnold: John Arnold is the Head of Strategic CRM Advisory at Creatio, a global vendor of an agentic CRM and workflow automation platform with no-code and AI at its core. A recognized expert in CRM strategy and digital transformation, John brings enterprise-level experience helping global organizations turn emerging technology into a driver of measurable business outcomes. Before joining Creatio, John held principal advisory and analyst roles at Adobe and Forrester, where he worked with executive teams to develop customer-centric technology strategies. At Creatio, he helps organizations shift from feature-led CRM systems to outcome-driven, AI-powered growth platforms that are agile, adaptive, and built around customer experiences. John is currently leading the development of Creatio's AI-first CRM maturity models and best practices to guide enterprises in defining, customizing, and scaling their transformation journeys. His mission is to help leaders reimagine agentic CRM and no-code composability as a competitive advantage. About Tessa Burg: Tessa is the Chief Technology Officer at Mod Op and Host of the Leader Generation podcast. She has led both technology and marketing teams for 15+ years. Tessa initiated and now leads Mod Op's AI/ML Pilot Team, AI Council and Innovation Pipeline. She started her career in IT and development before following her love for data and strategy into digital marketing. Tessa has held roles on both the consulting and client sides of the business for domestic and international brands, including American Greetings, Amazon, Nestlé, Anlene, Moen and many more. Tessa can be reached on LinkedIn or at Tessa.Burg@ModOp.com.

In this episode of The Rainmaker Podcast, Gui Costin interviews Neda Jafar, a partner at Kimmeridge, to discuss her journey, leadership philosophy, and the evolution of investor relations within a growing private equity firm. Neda offers a unique perspective shaped by her technical background in engineering and her experience building Kimmeridge's fundraising and investor communications platform from the ground up.The conversation begins with Neda's origin story—growing up in Connecticut in a multicultural family, studying operations research at Cornell, and entering finance through roles at GE and HSBC. She later joined Kimmeridge in its early stages, where she initially handled everything from accounting to IT. Over time, she found her niche in investor relations, eventually becoming a strategic leader within the firm. Her early exposure to both technical and financial disciplines laid the foundation for her ability to engage deeply with complex investments and communicate them effectively to investors.Neda discusses the philosophy behind Kimmeridge's investment strategy, which emphasizes a technical, data-driven approach to energy investing. With $6 billion in assets under management, the firm is diversified across upstream energy, public activism, and energy transition strategies—including Chestnut Carbon, a nature-based carbon removal business that Neda helped incubate. Her involvement in underwriting and scaling portfolio companies gives her credibility and fluency in investor discussions, enabling her to build trust through substance and insight.A recurring theme in the episode is the importance of communication—both internal and external. Neda shares how she structured Kimmeridge's investor relations team by client type, tailoring outreach to the specific needs of pensions, sovereign wealth funds, family offices, and other investor categories. She emphasizes the value of storytelling in simplifying complex investment theses without losing nuance, noting that connecting authentically with investors is more effective than giving polished lectures.Internally, she highlights the importance of clear, consistent communication across teams, especially in a scaling organization. Tools like Salesforce and Tableau have been game-changers, helping the firm track engagement, manage investor relationships, and build institutional memory. Neda candidly acknowledges that implementing CRM systems is a “new muscle” for many teams but argues it's essential for scaling with discipline and visibility.On leadership, Neda speaks about transitioning from an individual contributor to a team leader, emphasizing authenticity, resilience, and high standards. She believes great fundraisers and investors need to understand each other's roles deeply, and encourages more real-time exposure for investment professionals to investor feedback.The episode closes with reflections on company culture, growth challenges, and advice for young professionals entering the industry. Neda encourages newcomers to be curious, take risks, and build relationships across their organizations. Her parting wisdom—“don't hide at your desk”—captures the spirit of her approach: proactive, relational, and grounded in continuous learning.Overall, the episode is a rich look at what it takes to build and lead a high-performing investor relations function, with practical insights on scaling, communication, leadership, and strategy.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

 What happens when you leave a top PR agency to launch your own business, only for the world to shut down weeks later? Darryl Sparey, co-founder of Hard Numbers and former Hotwire leader, shares how he built an agency focused on proving marketing impact through data. In this episode, Darryl explains how marketers can move beyond vanity metrics and start connecting PR and SEO performance to measurable ROI.You'll learn why access to GA4, Looker Studio, Search Console and CRM data changes everything, and how brands like Reddit, The FT and the BBC are shaping authority in the age of ChatGPT and Gemini. We also unpack what generative engine optimisation means for the future of earned media and how to future-proof your marketing results in 2026. If you care about clear metrics, credible reporting and meaningful outcomes, this conversation is for you.  Is your strategy still right for 2026? Book a free 15-min discovery call to get tailored insights to boost your brand's growth.

You don't need perfect conditions. You need a better environment and a simple plan. In this episode, Chris and I sit down with investor and community builder Pace Morby to talk about how proximity, creative finance, and co-living can transform lives fast. He shares the incredible story of how Maddie went from 4½ years homeless to a $580k homeowner earning $2k/month in 30 days using only a broken phone and 30 minutes a day. We break down the exact system, the 122-city Creative Nation Tour designed to house 120 families, and the CEO habits that free you from the office. Get ready to expand your vision, your impact, and your belief in what's possible. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. HIGHLIGHTS 00:00 Meet Pace Morby, Real Estate Investor & TV Personality. 06:30 What is the story of Maddie about? 10:15 The 75-day activity plan that led to $5,000 in 8 days with no license and 30 minutes/day online. 15:00 The 5-deal plan to move from survival to $20K/month potential. 19:30 What is the Creative Nation Tour? 24:00 How Pace measures success and the lasting ripple effect of community-driven work. 29:00 How did you build nine vertically integrated businesses that run without you? 30:30 The 20% ownership rule that keeps top talent invested and thriving. 33:00 The CEO calendar audit that eliminates 75% of tasks and multiplies growth. 36:00 Why the environment will always beat willpower. 42:30 The $500 coach who changed everything and rewired Pace's money mindset. 48:45 Breaking family patterns, rewriting belief systems, and choosing mission over approval. 51:15 When being around people obsessed with their goals expands your standards. RESOURCES Learn more about Creative Nation Tour HERE Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci Follow Pace: @pacemorby

All Home Care Matters and our host, Lance A. Slatton were honored to welcome Kian Saneii as guest to the show.   About Kian Saneii Founder & CEO Independa, Inc.:   Kian Saneii is a serial entrepreneur and computer scientist, best known as the founder and CEO of Independa, an award winning health tech company delivering remote care solutions through computers, tablets, mobile phones and even TVs! His work helps people stay healthier at home longer, safer and more comfortably, while improving efficiency and effectiveness across senior care, homecare and healthcare systems.   Previously, Saneii held leadership roles at Websense, IPNet Solutions, and IMA, driving innovation in wireless, supply chain, and CRM technologies. He holds Computer Science undergrad and graduate degrees from NYU and Rutgers, respectively, and lives in Los Angeles, CA. Outside of work, he enjoys spending time with family, playing soccer, tennis, and cycling, and dabbling with the piano and drums.   About Independa, Inc.:   Independa, Inc., founded in 2009, is a leader in remote engagement, education and care solutions. Independa turns the everyday TV into a health and wellness hub, offering 24/7 access to telehealth services, games, wellness content, social engagement including video chat, in-home lab tests, and much more—improving access to health across the US.   Independa customers and partners enjoy top line growth, bottom line efficiencies, and brand elevation, and improving the lives and maintaining the health of those they serve. Independa provides solutions "From the Hospital to the Home, and everything in between."

Richard McGirr interviews Julia Anderson. Julia shares her journey from running restaurant operations to launching Capital Catalyst, a fractional CMO firm helping real estate operators scale their marketing systems. She explains how effective CRM design, investor journey mapping, and consistent communication create trust that converts cold leads into long-term investors. Julia and Richard dive into practical strategies for marrying sales and marketing, building a white-glove investor experience, and knowing when your business is ready for paid ads or a full marketing department. Julia AndersonCurrent role: Founder of Capital Catalyst; Marketing Account Manager at Lightmark MediaBased in: Gilbert, ArizonaSay hi to them at: https://capitalcatalyst.com | https://lightmarkmedia.com Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Design and building websites…that's the fun part.Managing the project, collecting content, onboarding, handling revisions and feedback…typically, not so much.Which is why, if you can automate as much of the repeatable tasks and make a system and process for the “unfun” parts of a web design project, it'll make your life much easier and more profitable.That's what we're diving into this one with automation and systems specialist (and fellow 17hats user) Kristen Lettini.We get into:What automations you're missing (and why to add them NOW)The GOLD of auto-remindersUsing a CRM like 17hats to automate as much as possibleMy “before and after” automation momentWhy improving systems is THE KEY to sustainabilityGet my quote, contract & invoice templates (for free) with a 7-day trial of 17hats, the CRM I've been using for over 10 years!

Send us a textThe CRM requirements of nonprofits are uniquely mission-driven, extending well beyond conventional sales and customer engagement functions. Unlike commercial enterprises, these organizations must manage complex relationships with a diverse set of stakeholders—including donors, volunteers, members, partners, and beneficiaries—each with distinct interaction and reporting needs. Core capabilities such as donation lifecycle management, pledge tracking, campaign segmentation, and impact measurement are essential to sustaining transparency and trust. Nonprofits also rely heavily on integrations with fund accounting systems and marketing automation tools to maximize limited resources while maintaining accountability to donors and regulators. Given their dependence on public and grant funding, robust data governance and auditability are non-negotiable. A CRM that aligns with the nonprofit operational and compliance model is not just a tool for engagement—it's the backbone for mission execution, resource optimization, and long-term sustainability.In this episode, our host Sam Gupta discusses the top 10 Non-Profit CRMs in 2025. He also discusses several variables that influence the rankings of these Non-Profit CRMs. Finally, he shares the pros and cons of each CRM system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

In this week's episode we're diving into how to make the most of a slower real estate market. A buyer slowdown can feel daunting, but it's also a perfect time to strengthen relationships, refine your systems, and set the stage for future growth. We share ten practical strategies you can put into action right now, from tightening up your CRM and staying consistent with client communication, to hosting simple appreciation events and finding ways to stay visible on social media. You'll also hear tips on brand building, staying connected through the holidays, and keeping your pipeline active even when the market quiets down. If you've been feeling the effects of the slowdown, this episode is your reminder that every market brings new opportunities and that the work you do now will set you up for success when momentum returns. Let's dive in!

Devin Johnson is a tech entrepreneur and AI innovator who has built multiple high‑growth SaaS companies by combining an obsessive focus on relationships with cutting‑edge automation.  His entrepreneurial journey began at 16, when a series of family hardships — a father involved in drugs, a sister battling brain cancer and the death of a close friend — pushed him to start flipping sneakers to support his household .  The success of that side hustle gave him early exposure to marketing and sales .  By age 19 he had become a devout Christian and found a mentor in Cody Harvey; together they would later found and build the digital marketing agency Kennected .In 2018 Johnson and Harvey sketched an idea on a napkin: software to automate LinkedIn outreach.  Frustrated by the hours he spent prospecting, Johnson “founded Kennected out of pure frustration” .  As CEO he grew the Indianapolis‑based SaaS company to more than 15,000 users and over 100 employees , generating more than $15 million in annual sales .  Under his leadership Kennected landed on the Inc. 5000 list at No. 583 with 832 % three‑year revenue growth , a testament to his ability to turn vision into execution.  Employees describe him as an inspirational, empathetic leader who values relationships over profit and fosters a culture of hard work and positivity .  He has been willing to “take massive action” since high school, travelling across the U.S. to conferences simply to network with potential clients .After stepping away from Kennected, Johnson co‑founded SalesAI, a next‑generation sales enablement platform.  SalesAI uses autonomous AI agents to qualify leads and provide real‑time voice‑ and text‑based sales conversations, reducing average response times from an hour to seconds .  The platform integrates directly into a customer's CRM to manage outreach via voice, SMS and email, and is scaling revenue more than 20 % month‑over‑month .  Johnson is a four‑time Inc. 500 founder with two successful exits and has been named Ernst & Young Entrepreneur of the Year .  He is a frequent speaker at AI and SaaS conferences, sharing frameworks on speed‑to‑lead and how to build AI‑first companies .  Through appearances on podcasts such as Dropping Bombs, Sharkpreneur, and The Mind of George Show, he encourages entrepreneurs to harness AI while doubling down on human connection.LinkedIn: https://www.linkedin.com/in/devin-johnson-salesai/

In Episode 5 of Dialed In, Tim and Zach announce Collected's public launch with account sign-ups live—a milestone that signals more than just shipping product. It's about rewriting the rules of the watch market. They dive into how Collected flips the traditional dealer/collector dynamic into a better ecosystem, why the new analytics dashboard, CRM, and transaction tools were designed specifically for this industry, and how the vision of infinite marketplaces unlocks wholesale, retail, and private sales on a single system. From fintech-level security to a roadmap that includes wholesale networks, auctions, and mobile tools that make running a watch business more fun than spreadsheets—this is the operating system the trade has been waiting for.

Jeff Charlton built a $31 million business out of his basement with nothing but a credit card, grit, and relentless follow-up. In this episode, he reveals how he scaled from $4 million to $31 million in six years using timeless marketing, old-school sales persistence, and a people-first culture that keeps his company thriving. You'll hear how he went from handwriting CRM notes on index cards to running one of the largest direct mail and print marketing firms serving top real estate investors across America. Jeff breaks down the exact strategies that fueled his growth from mastering cold calls to acquiring 26 companies, building affiliate networks, and never cutting marketing even in tough times. He explains why most entrepreneurs fail to scale, how to create consistent lead flow through direct mail and branding, and how building trust and accountability transformed his team into a growth engine. Whether you're scaling a small business, leading a sales team, or building your own marketing company, this episode is a blueprint for sustainable growth. Learn the systems Jeff used to dominate an old-school industry, leverage relationships for massive expansion, and build a $31M empire all while keeping integrity and culture at the core. Follow Jeff Charlton Instagram: @ jcharlton1962 YouTube: @reiprintmail⁩ Check out REI Print Mail http://maildisruptors.com Watch this episode on YouTube ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://youtu.be/IgrRpTAKEEw

Daniel Mahncke and Shawn O'Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinvent it again through AI. From its origins as the pioneer of the Software-as-a-Service model in the late 1990s, Salesforce has grown into the world's #1 CRM provider, powering customer relationships for over 90% of the Fortune 500. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:02:43 - What exactly Salesforce does? 00:03:49 - How Salesforce dominates the CRM market and revolutionizes AI Agents 00:10:23 - Who Founder and CEO Marc Benioff is and how he thinks 00:44:06 - How the management and executives are compensated and incentivized 00:47:08 - Where Salesforce's moat comes from and whether it's sustainable 00:53:29 - Where Salesforce invests its money 01:01:24 - Whether Salesforce is fairly valued 01:08:16 - Whether Shawn & Daniel add CRM to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠Sign up for the waitlist(!)⁠ Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Dreamforce Conference 2024. Dreamforce Main Keynote 2025. Marc Benioff Interview at Lenny's Podcast. VIC Article on Salesforce. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Paypal⁠⁠⁠⁠⁠,⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Uber,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nike,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reddit,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TSMC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LVMH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: ⁠Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm