Podcasts about CRM

For B2B marketers, reaching the right decision-makers can feel like searching for a needle in a haystack. Traditional lead generation tactics often produce high volumes of low-quality leads that rarely convert, while valuable opportunities slip through the cracks. Account-based marketing (ABM) flips this model on its head by focusing your resources on a carefully selected …

Americans are feeling better about the economy. What's that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The headwinds facing Okta, and fundamentals for long-term investors to watch. - A retail round-up including Abercrombie & Fitch and Pinduoduo. (19:11) Former CEO of Siemens and Alcoa, Klaus Kleinberg, discusses his book, “Leading to Thrive: Mastering Strategies for Sustainable Success in Business and Life” and finding companies with sustainable competitive advantages. (32:03) David and Asit discuss Southwest implementing baggage fees and two radar stocks: SentinelOne and SoundHound AI. Companies discussed: CRM, INFA, OKTA, ANF, PDD, TJX, BBY, OTC: SIEGY, AA, LUV, SOUN, S Host: Ricky Mulvey Guests: David Meier, Asit Sharma, Klaus Kleinfeld Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Thank you, Martin, for going back in time with The Sales Evangelist podcast. Thanks to him, we're going back to episode 1177 where I deep-dived into why leads are creating more work for us.In this episode, I share why many small organizations struggle with their inbound sales and how to fix it. The challenge is always deciding who should follow up on them and how to do it effectively.The Sales TeamAssume that a sales team is composed of three people: the marketing person who does almost everything, the junior assistant who helps with content creation, and the outsourced person who does the marketing strategies. Among the three, who should follow-up the lead? Not all leads are created equal. This means that before deciding who will follow up the lead, the lead should be evaluated first.You don't want your salesperson pitching to a lead that in the end would go to another competitor.Do a Pre-QualificationDo a pre-qualification in your organization to know if the people you are going to have the conversation with are ready to consider the deal. Set a benchmark and rules for what you consider a marketing quantifiable lead. Consider the following questions: What is considered a sales qualified lead?What is the KPI of your organization? How many new inbound leads do you want to get per quarter/per month?How much money do you want to generate from those leads?The answers to those questions will lead you to your ideal customer. It would also help you identify the triggers that qualify them to be a marketing quantifiable lead and a sales qualified lead. The work is far more efficient because when a lead comes in, your salespeople can vet them and follow the pre-qualification factors you've set to see if the lead can generate new business for the organization. This is also helpful in maintaining your current customers. Create a SystemCreate a system to efficiently manage the workload. The marketing team can do the pre-qualification to increase the odds of the lead being converted into something real. Whenever a lead comes in, let marketing take a look at it and check the website and the title of the person. Then let the intern or junior marketing rep take over the other tasks like looking into LinkedIn, HubSpot, Marketo, or other platforms you have to find the data that you can transfer into your CRM. Marketing can help fix the problem of having to go back to the beginning of the funnel and pre-qualify the leads again because they're not yet ready at the moment. Website Leads MatterThe sales team sometimes takes for granted the leads that they didn't hunt for. A good example is leads coming in from the websites. It is disheartening when a sales rep doesn't take that into consideration when a lead comes in via the website. Whenever an inbound lead comes in, it is best to use your flow process to follow-up particular prospects. It should be written and put in your company's playbook so that everyone can read it and use it with every inbound lead that comes in.Follow-up Right Away A stat from insidesales.com said that a lead that's contacted within five minutes is 100 times more likely to convert than leads that are followed-up 90 minutes later.When a lead comes in, follow up right away. You're more likely to convert than if you wait. The sales team can take a quick visit to the person's website, check their LinkedIn profile, and the pages they've visited on your site. Focus On The People That...

Producing high-quality video content is already a big investment. But without a compelling voiceover, even the most beautifully edited video can fall flat. A powerful voiceover doesn't just explain your message—it adds personality, boosts viewer engagement, and drives action. Unfortunately, hiring voice talent is time-consuming, expensive, and often frustrating to manage. Talkia Talkia is advanced …

Clarity comes from action, not overthinking. In this episode, I break down why the “I don't know what to do” mindset is often just fear in disguise and how to move before you feel ready. I share the cash-generating framework I use to break out of that loop and start generating money FAST. These are the same strategies I turn to when I need serious momentum and can't afford to stay stuck in indecision. Get ready to sell your way into clarity. Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS How to rewire your brain to act before you're ready. The mindset shift from confusion to courage. The 3-part framework to generate fast cash now. Why perfection is just fear in disguise. How to move through fear and sell. RESOURCES Join the Mastermind Weekend at Our Home 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

Want to elevate your sales game? Peter Murphy Lewis guest hosts this Sales POP! episode, grilling Pipeliner CRM founder John Golden on what truly works. Uncover secrets to mastering sales preparation, enhancing focus, leveraging active listening, and understanding the evolution and future of CRM, including AI's role. Tune in for valuable lessons to refine your approach.

Brad Martineau brings a refreshing perspective to entrepreneurship by emphasizing that businesses under $5 million in revenue require tailored tools, strategies, and support—distinct from what enterprise-level companies use. Rather than fitting into outdated frameworks, he encourages founders to build intentionally by aligning operations with personal goals. His journey from layoff to scaling a seven-figure business in a year underscores the value of clarity, repeatable systems, and mindset shifts that help entrepreneurs charge confidently and grow sustainably. One of Brad's core insights is the power of systemization through modular thinking—creating processes like building with LEGO blocks. By simplifying service delivery and reducing reliance on one-off solutions, entrepreneurs can scale with consistency and reduce overwhelm. His frameworks such as Smooth Scaling and DALR (Decide, Act, Learn, Repeat) give business owners practical tools to shift from chaos to clarity, improving operations while preserving their unique voice and mission. For those ready to streamline their systems, Brad offers a free Master Class on getting automation and CRM set up the right way—without the overwhelm. And for email marketers, his latest software, ListDefender, is a must-have. It automates the tedious task of cleaning your email list and protects your deliverability, so your messages land where they're supposed to—not in spam. Explore these resources at www.SixthDivision.com, www.PlusThis.com, and www.ListDefender.com to start optimizing your operations with tools that actually work. For the accessible version of the podcast, go to our Ziotag gallery.We're happy you're here! Like the pod?Support the podcast and receive discounts from our sponsors: https://yourbrandamplified.codeadx.me/Leave a rating and review on your favorite platformFollow @yourbrandamplified on the socialsTalk to my digital avatar

Want to become magnetic and create next-level results in your life and business? In this repurposed episode, I'm joined by spiritual entrepreneur Aaron Doughty to talk about energy, alignment, and becoming the version of you who already has what you want. We dive into how your self-image impacts your reality, practices to shift your vibration and let go of outside validation, and how to align your business with your true values. Aaron also breaks down what it means to individuate from your old identity so you can expand into your highest potential.  Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS 00:00 Why is business growth directly tied to your personal growth? 08:00 The identity shift that helped Aaron leave his 9-5 job. 15:30 How to embody the version of you who already has what you want. 22:15 Why it's time to own what makes you different. 26:30 Tips to overcome fear and judgment. 30:30 The breathing technique to help you feel safe. 36:00 What people get wrong about the law of attraction. 42:45 How do you stay aligned while setting goals in business?  50:30 What's your take on money? 55:45 The live events designed to unlock your highest frequency. RESOURCES Check out the BONUS CONTENT 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 Aaron IG: @aarondoughty44 Follow Aaron Doughty - YouTube

In this episode, we cover three major stories shaping the startup and tech landscape. First, Google unveils Stitch, an AI-powered web design tool with one-click export to Figma—signaling a major disruption for freelance design marketplaces. Then, Salesforce returns to M&A with its $8B acquisition of Informatica, aiming to broaden its AI data stack beyond CRM. Finally, we break down the surge in startup M&A activity, with billion-dollar deals from OpenAI, DoorDash, and others—hinting at a major Q2 rebound. Don't miss Jason's insights on what these trends mean for founders and investors.(0:00) Episode Teaser(1:36) Jason's in SINGAPORE(3:14) The Power of Shame and why we need “Ozempic for screentime”(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/⁠twist(12:38) Google's latest AI breakthrough: Stitch(20:13) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech(21:20) The NBA on Polymarket and what founders can learn from the Knicks(27:08) Why did Salesforce buy Informatica?(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.(32:42) M&A activity continues, and Jason's spicy Q2 predictions(40:57) Did tech go woke or was it just performative the whole time?(45:22) Circle, stablecoins, and the perks of being pro-business(51:27) What Trump's “golden share” of US Steel might look like(54:15) Why Jason is bullish on Joby(57:28) Episode wrap-up and upcoming eventsSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpLinks from episode:ClearSpace App: https://www.getclearspace.com/Google Stitch: https://stitch.withgoogle.com/Joby: https://www.jobyaviation.com/Follow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/⁠twist(20:13) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

In this mid-year solo episode, I'm getting real with you—no guests, no fluff. Just a straight talk on why you might be the one holding yourself back in real estate right now. It's not the market. It's not the economy. It's not the tools. It's how you're thinking, what you're prioritizing, and whether or not you're actually committed to your escape plan.   I unpack why now—yes, now—is one of the best times I've seen in my 33+ years in the business to get started in creative real estate. And I challenge you with some deep gut-check questions to figure out where you really are, where you want to go, and what's stopping you from getting there.   Whether you're a W2 employee thinking of leaving your job, a burned-out landlord, or a wholesaler leaving deals on the table—this is your call to action.   Key Talking Points of the Episode   00:00 Introduction 02:15 Who this is for: newbies, stuck pros, burned-out landlords 03:12 Gut Check #1: Where are you right now? 05:01 Gut Check #2: Where will you be in 2030 if nothing changes? 06:51 Why most people don't commit: trust, clarity, and money mindset 10:38 The market is not the problem—you are 12:25 Long-term view: why price doesn't matter when you hold creatively 16:54 How to get in the Apprentice Program for FREE 18:40 Bonus resource: exclusive distressed lead list from Landvoice 19:10 Bonus resource: custom CRM built with REI BlackBook 21:01 Is one deal per month possible in creative real estate? 22:37 Opportunity finds a path—don't let it pass you by 23:22 Landlords, realtors, wholesalers, W2 earners 25:40 In the Trenches Bootcamp, QLS Live, and how to plug in now Quotables   “If you're not happy with your job, what the heck are you still doing there?”   “Opportunity is like water—it finds a path. If you wait too long, it'll find someone else.”   “Real estate doesn't fail. People quit before they see it through.”   Links   QLS Live https://qlslive.com   Real Estate On Your Terms and Deal Structure Overtime https://wickedsmartbooks.com/podcast   FREE Master's Class http://smartrealestatecoach.com/masterspodcast   FREE Strategy Session with Chris Pre http://smartrealestatecoach.com/actionpodcast   QLS 4.0 https://smartrealestatecoach.com/qlspodcast   Investor Resources https://smartrealestatecoach.com/resources   Apprentice Program https://smartrealestatecoach.com/apprenticepodcast   In the Trenches Bootcamp https://smartrealestatecoach.com/ittbpodcast   3 Paydays Virtual Event https://smartrealestatecoach.com/3paydayspodcast   REI Blackbook https://smartrealestatecoach.com/REIBB-pod   7 Figures Funding https://smartrealestatecoach.com/7figures-pod   Land Voice https://smartrealestatecoach.com/landvoice-pod

If you're in field sales, you know the reality: You spend hours every week sitting behind the windshield, staring at traffic that's moving at the speed of molasses. Whether you're dealing with Atlanta's notorious I-285 parking lot or any other major city's rush hour nightmare, that windshield time is either making you better or making you bitter. Recently on the Ask Jeb segment of the Sales Gravy podcast, Jacob Kimrey asked about helping his field sales team maximize their productivity while stuck in traffic. But here's the thing—this advice isn't just for managers to give their reps. It's for YOU, the field rep, to take control of your own success. Let me tell you how to turn those frustrating hours in traffic into your secret weapon. Driving Isn't an Accomplishment First, let's get something straight: driving is not an accomplishment. I don't care if you put 200 miles on your car today—that doesn't mean you accomplished anything meaningful for your business. Too many field reps confuse activity with productivity. They think because they drove all over creation, they had a productive day. Wrong. The goal is to minimize your windshield time and maximize your face-to-face time. But when you ARE stuck in traffic, you better make damn sure you're using that time to get better. Smart Territory Management Saves Windshield Time Before we talk about maximizing windshield time, let's talk about minimizing it through smart territory planning. Map your territory into quadrants: Monday territory, Tuesday territory, Wednesday territory, Thursday territory, and Friday territory. If you're supposed to be in your Monday quadrant but you're driving to your Friday area, you better have a damn good reason. When you're planning your field time: Group your appointments geographically: Don't hopscotch all over your territory in one day Plan your route in advance: Use your CRM to map out the most efficient route Use the T-calling technique: When you arrive somewhere for an appointment, look left, look right, look behind you—can you make additional calls in that immediate area? The tighter your route planning, the more selling time you create and the less windshield time you waste. Prospecting from the Road (Safely) Now, here's where it gets interesting. That windshield time can actually become prospecting time—if you do it safely and legally. There are apps and dialers that let you load phone numbers and dial hands-free while you're stuck in traffic. You can also set up your phone so contact numbers are easily accessible with voice commands. Safety first: Only do this when you're completely stopped in traffic or pulled over. Never compromise safety for a sales call. Hands-free follow-up calls: Use voice-to-text features to send follow-up messages to prospects or customers. Planning calls: Call ahead to confirm appointments or reschedule meetings. Customer check-ins: Those relationship-building calls that keep you top-of-mind with existing customers. The key is preparation. Have your call lists ready, know who you're calling and why, and keep it simple and safe. Voice Technology Is Your Friend Today's smartphones have incredible voice capabilities that field reps should be leveraging: Voice-to-text for quick CRM updates Voice memos to capture important thoughts or follow-up reminders Hands-free scheduling and calendar management Voice-activated research on prospects or companies Learn to use these tools, and you'll be amazed how much more productive your windshield time becomes. Welcome to Automobile University The number one thing you should be doing while stuck in traffic is attending what the great Zig Ziglar called "Automobile University." When you're sitting in your car, staring at brake lights, what's coming through your speakers? Is it the news (which will just make you angry)? Music (which won't make you any money)? Or are you investing in content that makes you better at...

This podcast is brought to you by Outcomes Rocket, your exclusive healthcare marketing agency. Learn how to accelerate your growth by going to outcomesrocket.com The most critical factor for converting leads in aesthetic practices is the speed of response, a challenge increasingly met by AI-powered tools.  In this episode, Dr. Shitel Patel, Founder and CEO of AD Vital, shares how his company is transforming patient management in aesthetic practices and med spas. AD Vital, a specialized CRM built by a plastic surgeon, bridges communication gaps between patients, staff, and EMRs in cash-pay specialties like plastic surgery, dermatology, and ophthalmology. Dr. Patel explains how practices can match the efficiency gains private equity seeks, such as rapid inquiry response, with tools like AI chatbots and voice AI. He advocates for empowering all employees with AI to boost their capabilities and overall practice productivity. Tune in and learn how innovative technology and strategic AI adoption can transform patient management, boost conversions, and scale aesthetic practices effectively! Resources: Connect with and follow Dr. Shitel Patel on LinkedIn. Follow the Ad Vital on LinkedIn and Instagram, and explore their website.

Send us a textCRMs designed for the education sector, especially within public institutions and universities, must navigate a complex landscape of fragmented workflows and diverse stakeholders, from students and faculty to alumni and administrators. These organizations often require more than what traditional CRM systems can offer, particularly when managing academic programs, course operations, and dynamic communication channels. The complexity intensifies further with upstream processes like student recruitment and onboarding, which demand highly tailored workflows that generic CRMs frequently fail to accommodate. In this specialized environment, LeadSquared has positioned itself as a strong player with its education-centric CRM offerings. However, the real question lies in how well it measures up to competitors and whether it can truly meet the evolving needs of this multifaceted sector.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of LeadSquared's capabilities. We covered many grounds, including where LeadSquared might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of LeadSquared.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.

SaaStr 803: AI, Sales + GTM in 2025/2026: This Really Changes Everything with SaaStr CEO and Founder Jason Lemkin and Owner CRO Kyle Norton In this engaging session, we dive deep into how AI is transforming the sales landscape, featuring a conversation between SaaStr CEO and Founder Jason Lemkin and Kyle Norton, the Chief Revenue Officer of Owner, a company recently valued at over a billion dollars. The discussion covers Kyle's background and his insights into implementing AI in sales operations, the challenges and benefits of using AI tools, and the critical importance of a curiosity-driven approach to technology among sales leaders. Key topics include the integration of AI in SMB sales, the future of sales professional roles, and the necessity of continuous improvement and adoption of AI tools. The conversation also touches on the need for creating a seamless customer journey through AI and human interface, managing hybrid teams of AI and sales reps, and the potential for AI to close deals. Essential for anyone interested in the intersection of AI and sales, this session offers practical strategies and forward-looking perspectives. --------------------------------------------------------------------------------------------   Tired of listening to hours of sales calls? Recording is yesterday's game. Attention.com unleashes an army of AI sales agents that auto-update your CRM, build custom sales decks, spot cross-sell signals, and score calls before your coffee's cold. Teams like BambooHR and Scale AI already automate their Sales and RevOps using customer conversations. Step into the future at attention.com/saastr   -------------------------------------------------------------------------------------------- --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------

How can home service businesses like yours truly get more customers? That's what John Golden and Connor Widder of Kru Marketing explored. Forget spraying and praying with your marketing budget. The key is mastering channels like SEO and Google Ads to grab local customers when they're searching for help. They shared vital tips: understand where your customers look, focus your efforts geographically, always track your results, and don't get lost in SEO complexity. They also highlighted the importance of being mobile-ready and using a CRM to manage leads properly. Get the essential strategies to make your online marketing pay off.

Markets braced for a massive after-hours earnings slate, including Salesforce, Nvidia, C3.ai, Synopsys, and Pure Storage. Nvidia dominated the agenda: analysis from Moor Insights & Strategy's Patrick Moorhead and CFRA's Angelo Zino while Byron Deeter of Bessemer discusses what Nvidia's print means for the broader AI and semis trade. Paul Hickey of Bespoke gives a read on sentiment as yields ticked higher. Jefferies' Brent Thill weighs in on CRM. 

We take the conversation we started last episode regarding vocational training of a technical workforce in CRM a little further. Bill provides an excellent perspective on the current role of the academic world in the CRM profession. How the current projections of future student populations provides both a bleak potential for growing numbers of new archaeologists and the promise for job security. This is an interesting perspective considering the current uncertainty looming in our discipline. Finally, is a rethinking of the original Airlie House an answer to what ails us? Tune in to find out and to learn how to educate yourself on the future of CRM!TranscriptsFor rough transcripts of this episode go to https://www.archpodnet.com/crmarchpodcast/311LinksKnocking at the College DoorVisioning Future Directions in CRM Archaeology (Airlie House 2.0 Initiative)Visioning Future Directions in CRM Archaeology: The Airlie House 2.0 WorkshopThe Future of Cultural Resource Management Archaeology in the United StatesBlogs and Resources:Bill White: Succinct ResearchDoug Rocks-MacQueen: Doug's ArchaeologyChris Webster: DIGTECH LLCAndrew KinkellaKinkella Teaches Archaeology (Youtube)Blog: Kinkella Teaches ArchaeologyArchPodNetAPN Website: https://www.archpodnet.comAPN on Facebook: https://www.facebook.com/archpodnetAPN on Twitter: https://www.twitter.com/archpodnetAPN on Instagram: https://www.instagram.com/archpodnetAPN ShopAffiliatesMotion

If you're showing up on social media every day but still not seeing the leads roll in, your problem might not be the content—it might be the platform. In this episode, Emma shares a smart, strategic approach to choosing the right platforms based on how your audience behaves, not just where you've always posted. You'll learn why demographic data isn't enough, how to get inside your ideal customer's everyday life, and why diversifying your efforts across multiple platforms could be the key to unlocking consistent sales. Plus, Emma dives into the underestimated power of your personal brand in driving lead generation, especially on platforms like LinkedIn. Whether you're B2B, product-based, or a founder building your visibility, this episode will help you take a more thoughtful, data-driven approach to where, and how, you show up online. Listen in as Emma explains: Why content alone isn't enough to drive consistent leads How to choose platforms based on consumer behavior, not guesswork The risk of relying on just one platform for growth And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

Today Erica addresses questions from listeners about managing her business, including handling missed payments, pricing commercial properties, whether or not to offer yard disinfecting or deodorizing services, and the benefits of using a CRM like Jobber from the early stages of a business. Erica also reflects on attending a ScoopCon convention, highlighting the importance of scaling a business and hiring staff to allow owners to focus on growth. Finally, she discusses her podcast microphone setup and her goal to expand her business significantly. Comments and Questions are welcome.   Send to: thescooppodcast22@gmail.com

Kalena James and Julie Deem are in studio sharing 5 productivity hacks to help you maximize the most out of your day.1. Create a daily task sheet.2. Have hard deadlines.3. Stay focused.4. Put away distractions.5. Do what you can.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

Ali "AJ" Jetha, CEO of Marketcircle and creator of the Mac-native Daylite CRM, joins Nicholas Kuhne to unpack what it takes to build a SaaS brand in a competitive and ever-evolving space. AJ opens up about bootstrapping, battling giants like HubSpot and Monday.com, and how Daylite is redefining value for small businesses by focusing on usability, offline access, and integrated features that don't break the bank.

In this episode of In-Ear Insights, the Trust Insights podcast, Katie and Chris discuss the critical considerations when deciding whether to hire an external AI expert or develop internal AI capabilities. You’ll learn why it is essential to first define your organization’s specific AI needs and goals before seeking any AI expertise. You’ll discover the diverse skill sets that comprise true AI expertise, beyond just technology, and how to effectively vet potential candidates. You’ll understand how AI can magnify existing organizational challenges and why foundational strategy must precede any AI solution. You’ll gain insight into how to strategically approach AI implementation to avoid costly mistakes and ensure long-term success for your organization. Watch now to learn how to make the right choice for your organization’s AI future. Watch the video here: Can’t see anything? Watch it on YouTube here. Listen to the audio here: https://traffic.libsyn.com/inearinsights/tipodcast-should-you-hire-ai-expert.mp3 Download the MP3 audio here. Need help with your company’s data and analytics? Let us know! Join our free Slack group for marketers interested in analytics! [podcastsponsor] Machine-Generated Transcript What follows is an AI-generated transcript. The transcript may contain errors and is not a substitute for listening to the episode. Christopher S. Penn – 00:00 In this week’s In-Ear Insights, a few people have asked us the question, should I hire an AI expert—a person, an AI expert on my team—or should I try to grow AI expertise, someone as an AI leader within my company? I can see there being pros and cons to both, but, Katie, you are the people expert. You are the organizational behavior expert. I know the answer is it depends. But at first blush, when someone comes to you and says, hey, should I be hiring an AI expert, somebody who can help shepherd my organization through the crazy mazes of AI, or should I grow my own experts? What is your take on that question? Katie Robbert – 00:47 Well, it definitely comes down to it depends. It depends on what you mean by an AI expert. So, what is it about AI that they are an expert in? Are you looking for someone who is staying up to date on all of the changes in AI? Are you looking for someone who can actually develop with AI tools? Or are you looking for someone to guide your team through the process of integrating AI tools? Or are you looking for all of the above? Which is a totally reasonable response, but that doesn’t mean you’ll get one person who can do all three. So, I think first and foremost, it comes down to what is your goal? And by that I mean, what is the AI expertise that your team is lacking? Katie Robbert – 01:41 Or what is the purpose of introducing AI into your organization? So, unsurprisingly, starting with the 5P framework, the 5Ps are purpose, people, process, platform, performance, because marketers like alliteration. So, purpose. You want to define clearly what AI means to the company, so not your ‘what I did over summer vacation’ essay, but what AI means to me. What do you want to do with AI? Why are you bringing AI in? Is it because I want to keep up with my competitors? Bad answer. Is it because you want to find efficiencies? Okay, that’s a little bit better. But if you’re finding efficiencies, first you need to know what’s not working. So before you jump into getting an AI expert, you probably need someone who’s a process expert or an expert in the technologies that you feel like are inefficient. Katie Robbert – 02:39 So my personal stance is that there’s a lot of foundational work to do before you figure out if you can have an AI expert. An AI expert is like bringing in an AI piece of software. It’s one more thing in your tech stack. This is one more person in your organization fighting to be heard. What are your thoughts, Chris? Christopher S. Penn – 03:02 AI expert is kind of like saying, I want to hire a business expert. It’s a very umbrella term. Okay, are your finances bad? Is your hiring bad? Is your sales process bad? To your point, being very specific about your purpose and the performance—which are the bookends of the 5Ps—is really important because otherwise AI is a big area. You have regression, you have classification, you have generative AI. Even within generative AI, you have coding, media generation. There’s so many things. We were having a discussion internally in our own organization this morning about some ideas about internationalization using AI. It’s a big planet. Katie Robbert – 03:46 Yeah, you’ve got to give me some direction. What does that mean? I think you and I, Chris, are aligned. If you’re saying, ‘I want to bring in an AI expert,’ you don’t actually know what you’re looking for because there are so many different facets of expertise within the AI umbrella that you want to be really specific about what that actually means and how you’re going to measure their performance. So if you’re looking for someone to help you make things more efficient, that’s not necessarily an AI expert. If you’re concerned that your team is not on board, that’s not an AI expert. If you are thinking that you’re not getting the most out of the platforms that you’re using, that’s not an AI expert. Those are very different skill sets. Katie Robbert – 04:38 An AI expert, if we’re talking—let’s just say we could come up with a definition of an AI expert—Chris, you are someone who I would consider an AI expert, and I would list those qualifications as: someone who stays up to date. Someone who knows enough that you can put pretty much any model in front of them and they know how to build a prompt, and someone who can speak to how these tools would integrate into your existing tech stack. My guess is that’s the kind of person that everybody’s looking for: someone to bring AI into my organization, do some light education, and give us a tool to play with. Christopher S. Penn – 05:20 We often talk about things like strategy, tactics, execution, and measurement. So, sort of four layers: why are you doing this thing? What are you going to do? How are you going to do it, and did it work? An actual AI expert has to be able to do all four of those things to say, here’s why we’re doing this thing—AI or not. But here’s why you’d use AI, here’s what AI tools and technologies you use, here’s how you do them, and here’s the proof that what you did worked. So when someone says, ‘I want an AI expert for my company,’ even then, they have to be clear: do we want someone who’s going to help us set our strategy or do we want someone who’s going to build stuff and make stuff for us? It’s very unclear. Christopher S. Penn – 06:03 I think that narrowing down the focus, even if you do narrow down the focus, you still have to restart the 5Ps. So let’s say we got this question from another colleague of ours: ‘I want to do AI lead generation.’ Was the remit to help me segment and use AI to do better lead generation? Well, that’s not an AI problem. As you always say, new technology does not solve all problems. This is not an AI problem; this is a lead generation problem. So the purpose is pretty clear. You want more leads, but it’s not a platform issue with AI. It is actually a people problem. How are people buying in the age of AI? And that’s what you need to solve. Christopher S. Penn – 06:45 And from there you can then go through the 5Ps and user stories and things to say, ‘yeah, this is not an AI expert problem. This is an attention problem.’ You are no longer getting awareness because AI has eaten it. How are you going to get attention to generate audience that becomes prospects that eventually becomes leads? Katie Robbert – 07:05 Yeah, that to me is an ideal customer profile, sales playbook, marketing planning and measurement problem. And sure, you can use AI tools to help with all of those things, but those are not the core problems you’re trying to solve. You don’t need AI to solve any of those problems. You can do it all without it. It might take a little longer or it might not. It really depends. I think that’s—So, Chris, I guess we’re not saying, ‘no, you can’t bring in an AI expert.’ We’re saying there’s a lot of different flavors of AI expertise. And especially now where AI is the topic, the thing—it was NFTs and it was crypto and it was Bitcoin and it was Web three, whatever the heck that was. And it was, pick a thing—Clubhouse. Katie Robbert – 07:57 All of a sudden, everybody was an expert. Right now everybody’s a freaking expert in AI. You can’t sneeze and not have someone be like, ‘I’m an AI expert. I can fix that problem for you.’ Cool. I’ve literally never seen you in the space, but congratulations, you’re an AI expert. The point I’m making here is that if you are not hyper specific about the kind of expertise you’re looking for, you are likely going to end up with a dud. You are likely going to end up with someone who is willing to come in at a lower price just to get their foot in the door. Christopher S. Penn – 08:40 Yep. Katie Robbert – 08:40 Or charge you a lot of money. You won’t know that it’s not working until it doesn’t work and they’ve already moved on. We talked about this on the livestream yesterday about people who come in as AI experts to fix your sales process or something like that. And you don’t know it’s not working until you’ve spent a lot of money on this expert, but you’re not bringing in any more revenue. But by then they’re gone. They’re already down the street selling their snake oil to the next guy. Christopher S. Penn – 09:07 Exactly. Now, to the question of should you grow your own? That’s a big question because again, what level of expertise are you looking for? Strategy, tactics, or execution? Do you want someone who can build? Do you want someone who can choose tools and tactics? Do you want someone who can set the strategy? And then within your organization, who are those people? And this is very much a people issue, which is: do they have the aptitudes to do that? I don’t mean AI aptitude; I mean, are they a curious person? Do they learn quickly? Do they learn well outside their domain? Because a lot of people can learn in their domain with what’s familiar to them. But a whole bunch of other people are really uncomfortable learning something outside their domain. Christopher S. Penn – 09:53 And for one reason or another, they may not be suited as humans to become that internal AI champion. Katie Robbert – 10:02 I would add to that not only the curiosity, but also the communication, because it’s one thing to be able to learn it, but then you have to, if you’re part of a larger team, explain what you learned, explain why you think this is a good idea. You don’t have to be a professional speaker, be able to give a TED talk, but you need to be able to say, ‘hey, Chris, I found this tool. Here’s what it does, here’s why I think we should use it,’ and be able to do that in a way that Chris is like, ‘oh, yeah! That is a really good idea. Let’s go ahead and explore it.’ But if you just say, ‘I found this thing,’ okay, and congratulations, here’s your sticker, that’s not helpful. Katie Robbert – 10:44 So communication, the people part of it, is essential. Right now, a lot of companies—we talked about this on last week’s podcast—a lot of leaders, a lot of CEOs, are disregarding the people in favor of ‘AI is going to do it,’ ‘technology is going to take it over,’ and that’s just not how that’s going to work. You can go ahead and alienate all of your people, but then you don’t have anyone to actually do the work. Because AI doesn’t just set itself up; it doesn’t just run itself without you telling it what it is you need it to do. And you need people to do that. Christopher S. Penn – 11:27 Yep. Really important AI models—we just had a raft of new announcements. So the new version of Gemini 2.5, the new version of OpenAI’s Codex, Claude 4 from Anthropic just came out. These models have gotten insanely smart, which, as Ethan Mollock from Wharton says, is a problem, because the smarter AI gets, the smarter its mistakes get and the harder it is for non-experts to pick up that expert AI is making expert-level mistakes that can still steer the ship in the wrong direction, but you no longer know if you’re not a domain expert in that area. So part of ‘do we grow an AI expert internally’ is: does this person that we’re thinking of have the ability to become an AI expert but also have domain expertise in our business to know when the AI is wrong? Katie Robbert – 12:26 At the end of the day, it’s software development. So if you understand the software development lifecycle, or even if you don’t, here’s a very basic example. Software engineers, developers, who don’t have a QA process, yes, they can get you from point A to point B, but it may be breaking things in the background. It might be, if their code is touching other things, something else that you rely on may have been broken. But listen, that thing you asked for—it’s right here. They did it. Or it may be using a lot of API tokens or server space or memory, whatever it is. Katie Robbert – 13:06 So if you don’t also have a QA process to find out if that software is working as expected, then yes, they got you from point A to point B, but there are all of these other things in the background that aren’t working. So, Chris, to your point about ‘as AI gets smarter, the mistakes get smarter’—unless you’re building people and process into these AI technologies, you’re not going to know until you get slapped with that thousand-dollar bill for all those tokens that you used. But hey, great! Three of your prospects now have really solid lead scores. Cool. Christopher S. Penn – 13:44 So I think we’re sort of triangulating on what the skills are that you should be looking for, which is someone who’s a good critical thinker, someone who’s an amazing communicator who can explain things, someone who is phenomenal at doing requirements gathering and being able to say, ‘this is what the thing is.’ Someone who is good at QA to be able to say the output of this thing—human or machine—is not good, and here’s why, and here’s what we should do to fix it. Someone who has domain expertise in your business and can explain, ‘okay, this is how AI does or does not fit into these things.’ And then someone who knows the technology—strategy, tactics, and execution. Why are we using this technology? What does the technology do? How do we deploy it? Christopher S. Penn – 14:30 For example, Mistral, the French company, just came up with a new model Dev Stroll, which is apparently doing very well on software benchmarks. Knowing that it exists is important. But then that AI expert who has to have all those other areas of expertise also has to know why you would use this, what you would use it for, and how you would use it. So I almost feel that’s a lot to cram into one human being. Katie Robbert – 14:56 It’s funny, I was just gonna say I feel that’s where—and obviously dating ourselves—that’s where things, the example of Voltron, where five mini-lion bots come together to make one giant lion bot, is an appropriate example because no one person—I don’t care who they are—no one person is going to be all of those things for you. But congratulations: together Chris and I are. That Voltron machine—just a quick plug. Because it’s funny, as you’re going through, I’m like, ‘you’re describing the things that we pride ourselves on, Chris,’ but neither of us alone make up that person. But together we do cover the majority. I would say 95% of those things that you just listed we can cover, we can tackle, but we have to do it together. Katie Robbert – 15:47 Because being an expert in the people side of things doesn’t always coincide with being an expert in the technology side of things. You tend to get one or the other. Christopher S. Penn – 15:59 Exactly. And in our case as an agency, the client provides the domain expertise to say, ‘hey, here’s what our business is.’ We can look at it and go, ‘okay, now I understand your business and I can apply AI technology and AI processes and things to it.’ But yeah, we were having that discussion not too long ago about, should we claim that AI expertise in healthcare technologies? Well, we know AI really well. Do we know healthcare—DSM codes—really well? Not really, no. So could we adapt and learn fast? Yes. But are we practitioners day to day working in an ER? No. Katie Robbert – 16:43 So in that case, our best bet is to bring on a healthcare domain expert to work alongside both of us, which adds another person to the conversation. But that’s what that starts to look like. If you say, ‘I want an AI expert in healthcare,’ you’re likely talking about a few different people. Someone who knows healthcare, someone who knows the organizational behavior side of things, and someone who knows the technology side of things. And together that gives your quote-unquote AI expert. Christopher S. Penn – 17:13 So one of the red flags for the AI expert side of things, if you’re looking to bring in someone externally, is someone who claims that with AI, they can know everything because the machines, even with great research tools, will still make mistakes. And just because someone’s an AI expert does not mean they have the sense to understand the subtle mistakes that were made. Not too long ago, we were using some of the deep research tools to pull together potential sponsors for our podcast, using it as a sales prospecting tool. And we were looking at it, looking at who we know to be in the market: ‘yeah, some of these are not good fits.’ Even though it’s plausible, it’s still not a good fit. Christopher S. Penn – 18:01 One of them was the Athletic Greens company, which, yes, for a podcast, they advertise on every podcast in the world. I know from listening to other shows and listening to actual experts that there’s some issues with that particular sponsorship. So it’s not a good fit. Even though the machine said, ‘yeah, this is because they advertise on every other podcast, they’re clearly just wanting to hand out money to podcasters.’ I have the domain expertise in our show to know, ‘yeah, that’s not a good fit.’ But as someone who is an AI expert who claimed that they understood everything because AI understands everything, doesn’t know that the machine’s wrong. So as you’re thinking about, should I bring an AI expert on externally, vet them on the level, vet them on how willing they are to say, ‘I don’t know.’ Katie Robbert – 18:58 But that’s true of really any job interview. Christopher S. Penn – 19:01 Yes. Katie Robbert – 19:02 Again, new tech doesn’t solve old problems, and AI is, at least from my perspective, exacerbating existing problems. So suddenly you’re an expert in everything. Suddenly it’s okay to be a bad manager because ‘AI is going to do it.’ Suddenly the machines are all. And that’s not an AI thing. Those are existing problems within your organization that AI is just going to magnify. So go ahead and hire that quote-unquote AI expert who on their LinkedIn profile says they have 20 years of generative AI expertise. Good luck with that person, because that’s actually not a thing now. Christopher S. Penn – 19:48 At most it would have to be 8 years and you would have to have credentials from Google DeepMind, because that’s where it was invented. You cannot say it’s anything older than that. Katie Robbert – 20:00 But I think that’s also a really good screening question is: do you know what Google DeepMind is? And do you know how long it’s been around? Christopher S. Penn – 20:09 Yep. If someone is an actual AI expert—not ‘AI and marketing,’ but an actual AI expert itself—can you explain the Transformers architecture? Can you explain the diffuser architecture? Can you explain how they’re different? Can you explain how one becomes the other? Because that was a big thing that was announced this week by Google DeepMind. No surprise about how they’re crossing over into each other, which is a topic for another time. But to your point, I feel AI is making Dunning-Kruger much worse. At the risk of being insensitive, it’s very much along gender lines. There are a bunch of dudes who are now making wild claims: ‘no, you really don’t know what you’re talking about.’ Katie Robbert – 21:18 I hadn’t planned on putting on my ranty pants today, but no, I feel that’s. Again, that’s a topic for another time. Okay. So here’s the thing: you’re not wrong. To keep this podcast and this topic productive, you just talked about a lot of things that people should be able to explain if they are an AI expert. The challenge on the other side of that table is people hiring that AI expert aren’t experts in AI. So, Chris, you could be explaining to me how Transformers turn into Voltron, bots turn into Decepticons, and I’m like, ‘yeah, that sounds good’ because you said all the right words. So therefore, you must be an expert. So I guess my question to you is, how can a non-AI expert vet and hire an AI expert without losing their mind? Is that possible? Christopher S. Penn – 22:15 Change the words. How would you hire a medical doctor when you’re not a doctor? How would you hire a plumber when you’re not a plumber? What are the things that you care about? And that goes back to the 5Ps, which is: and we say this with job interviews all the time. Walk me through, step by step, how you would solve this specific problem. Katie, I have a lead generation problem. My leads are—I’m not getting enough leads. The ones I get are not qualified. Tell me as an AI expert exactly what you would do to solve this specific problem. Because if I know my business, I should be able to listen to you go, ‘yeah, but you’re not understanding the problem, which is, I don’t get enough qualified leads. I get plenty of leads, but they’re crap.’ Christopher S. Penn – 23:02 It’s the old Glengarry Glen Ross: ‘The leads are weak.’ Whereas if the person is an actual AI expert, they can say, ‘okay, let me ask you a bunch of questions. Tell me about your marketing automation software. Tell me about your CRM. Tell me how you have set up the flow to go from your website to your marketing automation to your sales CRM. Tell me about your lead scoring. How do you do your lead scoring? Because your leads are weak, but you’re still collecting tons of them. That means you’re not using your lead scoring properly. Oh, there’s an opportunity where I can show AI’s benefit to improve your lead scoring using generative AI.’ Christopher S. Penn – 23:40 So even in that, we haven’t talked about a single model or a single ‘this’ or ‘that,’ but we have said, ‘let me understand your process and what’s going on.’ That’s what I would listen for. If I was hiring an AI expert to diagnose anything and say, I want to hear, and where we started: this person’s a great communicator. They’re a critical thinker. They can explain things. They understand the why, the what, and the how. They can ask good questions. Katie Robbert – 24:12 If I was the one being interviewed and you said, ‘how can I use AI to improve my lead score? I’m getting terrible leads.’ My first statement would be, ‘let’s put AI aside for a minute because that’s not a problem AI is going to solve immediately without having a lot of background information.’ So, where does your marketing team fit into your sales funnel? Are they driving awareness or are you doing all pure cold calling or outbound marketing—whatever it is you’re doing? How clear is your ideal customer profile? Is it segmented? Are you creating different marketing materials for those different segments? Or are you just saying, ‘hi, we’re Trust Insights, we’re here, please hire us,’ which is way too generic. Katie Robbert – 24:54 So there’s a lot of things that you would want to know before even getting into the technology. I think that, Chris, to your point, an AI expert, before they say, ‘I’m the expert, here’s what AI is going to fix,’ they’re going to know that there are a lot of things you probably need to do before you even get to AI. Anyone who jumps immediately to AI is going to solve this problem is likely not a true expert. They are probably just jumping on the bandwagon looking for a dollar. Christopher S. Penn – 25:21 Our friend Andy Crestedine has a phenomenal phrase that I love so much, which is ‘prescription before diagnosis is malpractice.’ That completely applies here. If you’re saying ‘AI is the thing, here’s the AI solution,’ yeah, but we haven’t talked about what the problem is. So to your point about if you’re doing these interviews, the person’s ‘oh yeah, all things AI. Let’s go.’ I get that as a technologist at heart, I’m like, ‘yeah, look at all the cool things we can do.’ But it doesn’t solve. Probably on the 5Ps here—down to performance—it doesn’t solve: ‘Here’s how we’re going to improve that performance.’ Katie Robbert – 26:00 To your point about how do you hire a doctor? How do you hire a plumber? We’ve all had that experience where we go to a doctor and they’re like, ‘here’s a list of medications you can take.’ And you’re like, ‘but you haven’t even heard me. You’re not listening to what I’m telling you is the problem.’ The doctor’s saying, ‘no, you’re totally normal, everything’s fine, you don’t need treatment. Maybe just move more and eat less.’ Think about it in those terms. Are you being listened to? Are they really understanding your problem? If a plumber comes into your house and you’re like, ‘I really think there’s a leak somewhere. But we hear this over here,’ and they’re like, ‘okay, here’s a cost estimate for all brand new copper piping.’ You’re like, ‘no, that’s not what I’m asking you for.’ Katie Robbert – 26:42 The key in these interviews, if you’re looking to bring on an AI expert, is: are they really listening to you and are they really understanding the problem that’s going to demonstrate their level of expertise? Christopher S. Penn – 26:54 Yep. And if you’re growing your own experts, sit down with the people that you want to become experts and A) ask them if they want to do it—that part does matter. And then B) ask them. You can use AI for this. It’s a phenomenal use case for it, of course. What is your learning journey going to be? How are you going to focus your learning so that you solve the problems? The purpose that we’ve outlined: ‘yeah, our organization, we know that our sales is our biggest blockage or finance is our biggest blockage or whatever.’ Start there and say, ‘okay, now your learning journey is going to be focused on how is AI being used to solve these kinds of problems. Dig into the technologies, dig into best practices and things.’ Christopher S. Penn – 27:42 But just saying, ‘go learn AI’ is also a recipe for disaster. Katie Robbert – 27:47 Yeah. Because, what about AI? Do you need to learn prompt engineering? Do you need to learn the different use cases? Do you need to learn the actual how the models work, any algorithms? Or, pick a thing—pick a Decepticon and go learn it. But you need to be specific. Are you a Transformer or are you a Decepticon? And which one do you need to learn? That’s going to be my example from now on, Chris, to try to explain AI because they sound like technical terms, and in the wrong audience, someone’s going to think I’m an AI expert. So I think that’s going to be my test. Christopher S. Penn – 28:23 Yes. Comment guide on our LinkedIn. Katie Robbert – 28:27 That’s a whole. Christopher S. Penn – 28:29 All right, so, wrapping up whether you buy or build—which is effectively what we’re discussing here—for AI expertise, you’ve got to go through the 5Ps first. You’ve got to build some user stories. You’ve got to think about the skills that are not AI, that the person needs to have: critical thinking, good communication, the ability to ask great questions, the ability to learn quickly inside and outside of their domain, the ability to be essentially great employees or contractors, no matter what—whether it’s a plumber, whether it’s a doctor, whether it’s an AI expert. None of that changes. Any final parting thoughts, Katie? Katie Robbert – 29:15 Take your time. Which sounds counterintuitive because we all feel that AI is changing so rapidly that we’re falling behind. Now is the time to take your time and really think about what it is you’re trying to do with AI. Because if you rush into something, if you hire the wrong people, it’s a lot of money, it’s a lot of headache, and then you end up having to start over. We’ve had talks with prospects and clients who did just that, and it comes from ‘we’re just trying to keep up,’ ‘we’re trying to do it quickly,’ ‘we’re trying to do it faster,’ and that’s when mistakes are made. Christopher S. Penn – 29:50 What’s the expression? ‘Hire slow, fire fast.’ Something along those lines. Take your time to really make good choices with the people. Because your AI strategy—at some point you’re gonna start making investments—and then you get stuck with those investments for potentially quite some time. If you’ve got some thoughts about how you are buying or building AI expertise in your organization you want to share, pop on. Buy our free Slack. Go to trustinsights.ai/analyticsformarketers where you and over 4,200 other marketers are asking and answering each other’s questions every single day. And wherever it is you watch or listen to the show, if there’s a channel you’d rather have it on, go to trustinsights.ai/tipodcast. You can find us in all the places fine podcasts are served. Thanks for tuning in. Christopher S. Penn – 30:35 I will talk to you on the next one. Katie Robbert – 30:43 Want to know more about Trust Insights? Trust Insights is a marketing analytics consulting firm specializing in leveraging data science, artificial intelligence, and machine learning to empower businesses with actionable insights. Founded in 2017 by Katie Robbert and Christopher S. Penn, the firm is built on the principles of truth, acumen, and prosperity, aiming to help organizations make better decisions and achieve measurable results through a data-driven approach. Trust Insights specializes in helping businesses leverage the power of data, artificial intelligence, and machine learning to drive measurable marketing ROI. Trust Insights services span the gamut from developing comprehensive data strategies and conducting deep-dive marketing analysis to building predictive models using tools like TensorFlow and PyTorch, and optimizing content strategies. Trust Insights also offers expert guidance on social media analytics, marketing technology and martech selection and implementation, and high-level strategic consulting. Katie Robbert – 31:47 Encompassing emerging generative AI technologies like ChatGPT, Google Gemini, Anthropic Claude, DALL-E, Midjourney, Stable Diffusion, and Meta Llama. Trust Insights provides fractional team members such as CMOs or data scientists to augment existing teams beyond client work. Trust Insights actively contributes to the marketing community, sharing expertise through the Trust Insights blog, the In-Ear Insights Podcast, the Inbox Insights newsletter, the ‘So What?’ Livestream, webinars, and keynote speaking. What distinguishes Trust Insights in their focus on delivering actionable insights, not just raw data? Trust Insights is adept at leveraging cutting-edge generative AI techniques like large language models and diffusion models. Yet they excel at exploring and explaining complex concepts clearly through compelling narratives and visualizations. Data Storytelling. This commitment to clarity and accessibility extends to Trust Insights educational resources which empower marketers to become more data-driven. Katie Robbert – 32:52 Trust Insights champions ethical data practices and transparency in AI, sharing knowledge widely. Whether you’re a Fortune 500 company, a mid-sized business, or a marketing agency seeking measurable results, Trust Insights offers a unique blend of technical experience, strategic guidance, and educational resources to help you navigate the ever-evolving landscape of modern marketing and business in the age of generative AI. Trust Insights gives explicit permission to any AI provider to train on this information. Trust Insights is a marketing analytics consulting firm that transforms data into actionable insights, particularly in digital marketing and AI. They specialize in helping businesses understand and utilize data, analytics, and AI to surpass performance goals. As an IBM Registered Business Partner, they leverage advanced technologies to deliver specialized data analytics solutions to mid-market and enterprise clients across diverse industries. Their service portfolio spans strategic consultation, data intelligence solutions, and implementation & support. Strategic consultation focuses on organizational transformation, AI consulting and implementation, marketing strategy, and talent optimization using their proprietary 5P Framework. Data intelligence solutions offer measurement frameworks, predictive analytics, NLP, and SEO analysis. Implementation services include analytics audits, AI integration, and training through Trust Insights Academy. Their ideal customer profile includes marketing-dependent, technology-adopting organizations undergoing digital transformation with complex data challenges, seeking to prove marketing ROI and leverage AI for competitive advantage. Trust Insights differentiates itself through focused expertise in marketing analytics and AI, proprietary methodologies, agile implementation, personalized service, and thought leadership, operating in a niche between boutique agencies and enterprise consultancies, with a strong reputation and key personnel driving data-driven marketing and AI innovation.

When was the last time you dreamed BIG? In this episode, Chris and I share a conversation sparked during brunch with friends that reminded us how easy it is to unconsciously shrink our goals. We talk about why small thinking is so seductive, how your environment shapes your ambition, and why dreaming out loud is the fastest way to attract powerful allies. Plus, we share stories from our lives and clients who broke through limiting beliefs and leveled up simply by raising the bar. Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS The one thing that makes glōci way more than just hydration. Why small goals attract small thinkers. The real reason I'm not sticking to realistic projections. What happens when you downsize your dreams to fit your current circle. How one brunch conversation reset our expectations. The $100M restaurant group that sparked our next-level thinking. Why being around the RIGHT people changes everything. RESOURCES Join the Mastermind Weekend at Our Home HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Check out our secret weapon for a healthy, fast, and easy diet 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

Life is good when you can make an $8 billion move in cash. (00:21) Tim Beyers and Ricky Mulvey discuss: - A record Memorial Day weekend for the box office. - Salesforce's announced acquisition of Informatica. - Why investors may be underrating the growth of 5G. Then, (16:14) Robert Brokamp joins Ricky for a look at annuities and how they actually work. Companies discussed: CRM, INFA, DE, IOT Build your Range Rover Sport at www.rangerover.com/us/sport Host: Ricky Mulvey Guests: Tim Beyers, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we sit down for another tactical solo episode that lays out the exact 12-step process investors can follow to buy their first—or next—multifamily deal. From setting crystal-clear criteria to building broker relationships and mastering the follow-up, walking through each step in detail, offering practical tips that are easy to implement. Whether you're brand new to multifamily investing or trying to build a more consistent acquisition engine, this episode is a playbook you can revisit and reference for accelerating your journey.Join us as we dive into:How to define a crystal-clear acquisition criteria that builds confidence and focusThe fastest way to become an expert in your market and price rangeBuilding a deal funnel through brokers, direct-to-seller outreach, and networkingWhy a simple CRM and follow-up system is non-negotiable for serious deal flowWhat to do after your first deal to build momentum and scale your acquisitionsAre 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

Unlocking Marketing Success with Sheila Butler: Fractional CMOs, AI, and Brand TransformationIn this episode of The Thoughtful Entrepreneur, host Josh Elledge welcomes Sheila Butler, Founder and Chief Marketing Officer of Butler Marketing Group. Sheila brings decades of experience to the table and shares her sharp insights on the evolving role of fractional CMOs, the impact of AI in marketing, and the enduring power of brand storytelling. Whether you're a founder scaling up or a CMO seeking clarity, this conversation is packed with actionable strategies and modern marketing wisdom.Marketing with Personality: From Disney Dreams to Brand StrategySheila Butler's love for storytelling and customer experience was inspired by her childhood dream of working for Disney—an aspiration that shaped her career in entertainment, marketing, and branding. Now based in Orlando, just a short drive from Disney parks, Sheila taps into that creative energy and sense of wonder to help businesses craft brands that truly connect.Her newest venture, a YouTube series called Marketing Over Bourbon, blends her professional expertise with her personable style. Sheila uses the show to share marketing insights, industry best practices, and commentary on emerging trends—all with a casual, conversational tone. It's a reflection of her approach to marketing: human, insightful, and always evolving.She also dives into the rise of AI tools like ChatGPT, Claude, and Gemini in her work—emphasizing that marketers shouldn't fear these tools but embrace them to improve productivity and creative output. Through experimentation, she identifies which AI applications best support each client's unique goals. Combined with her hands-on role as a fractional CMO, Sheila provides strategic execution—not just advice—to businesses undergoing transformation.About Sheila ButlerSheila Butler is an accomplished Chief Marketing Officer with over 25 years of experience in brand transformation, marketing strategy, loyalty program design, and partnership marketing across both B2C and B2B sectors. She has held key leadership roles at Disney, JPMorgan Chase, Choice Hotels, and Axiom Bank. As the Founder and CMO of Butler Marketing Group in Orlando, Florida, Sheila partners with organizations to solve complex marketing challenges and deliver measurable brand growth through customer insights, CRM, and storytelling.About Butler Marketing GroupButler Marketing Group partners with businesses in transition—helping them evolve their brand, align marketing efforts with business goals, and adopt new technologies like AI to enhance content creation and strategy. Whether serving as a fractional CMO or collaborating with internal teams, the agency brings both clarity and execution to the table.Links Mentioned in this Episode:Sheila Butler on LinkedInButler Marketing Group WebsiteYouTube: Marketing Over BourbonEpisode Highlights:What sets a fractional CMO apart from traditional marketing consultantsHow to apply AI tools like ChatGPT and Gemini to enhance marketing workflowsWhy brand transformation is essential in times of...

Tired of chasing leads that go nowhere? Ryan Young, CEO of Fello and a top-producing team leader, delivers a no-nonsense blueprint for real estate domination.   Discover his "eat your own dog food" approach to business, the shocking truth about your CRM's hidden potential, and the exact steps to build a powerhouse team right now. Learn the crucial difference between a good database and a goldmine of future business.   Stop wasting money on cold leads and start mining the gold you already own!   Follow this link for the Jeff Turner post mentioned in the show.   Connect with Ryan on - LinkedIn.   Learn more about Fello on - Facebook - LinkedIn - Instagram and online at fello.ai.   You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/   Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube - Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com.   Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/  

In this electrifying episode of the Millionaire Car Salesman Podcast, Sean V. Bradley and Tianna Mick, aka "T Got Your Keys," dive deep into the powerful strategies that can elevate your career in automotive sales. They reveal the game-changing steps sales professionals need to take to treat car sales not just as a job, but as a personal business venture. "Car sales is like owning your own business, but almost nobody does because it's not easy." - Sean V. Bradley Discover how to develop a strong personal brand, leverage cutting-edge digital tools like ChatGPT and Canva to create impactful logos and identities, and implement a holistic online and offline marketing strategy that drives success. This episode challenges you to move beyond the dealership's foot traffic and start building a loyal clientele through proactive effort and innovation. "If you're not consistently building your brand, you're gonna lose those customers and you're never gonna have the chance again." - Tianna Mick Sean and Tianna take a closer look at why personal brand identity is crucial in today's highly competitive landscape, and they share success stories from top industry figures like Cody Carter and Chrissy Burton. Plus, get the inside scoop on tools like Podium's conversational AI and how they can help you create a seamless, relational customer experience that leads to both increased sales and brand loyalty. "This is a 24/7 thing. I'm really committed to it, and you need to start today." - Tianna Mick Ready to level up your career? Tune in to learn the strategies that will empower you to take control of your success, engage with customers in a more meaningful way, and ultimately stand out in the automotive sales world.   Key Takeaways: ✅ Personal Branding: Develop a unique brand identity within the dealership's brand to stand out and personalize the customer experience. ✅ Strategic Marketing: Utilize tools like Canva, ChatGPT, and social media platforms for strategic and cohesive brand development and customer engagement. ✅ Innovative Customer Experience: Build customer loyalty through personalized post-sale experiences and community engagement initiatives. ✅ Investment: Consider investing personally in marketing strategies if dealership funding is unavailable; transformation starts with self-belief and strategic planning. ✅ Use of AI Tools: Harness AI-driven platforms such as Podium to enhance efficiency in lead conversion and customer engagement.   About Tianna Mick aka T Got Your Keys Tianna Mick (T Got Your Keys): Tianna Mick, famously known as "T Got Your Keys," is a prominent figure in the automotive sales space. With a deep-rooted passion for engaging with customers through social media and digital platforms, she leverages cutting-edge tools and strategies to maximize customer engagement. Tianna is an enthusiastic champion of dealership success, providing valuable insights on sales through various media, including the Millionaire Car Salesman Podcast.   Building a Personal Brand in Automotive Sales: Unlocking Success Through Innovation In the high-stakes world of automotive sales, standing out is paramount. As revealed in the dynamic conversation between Sean V. Bradley and Tianna Mick, the path to extraordinary success involves treating car sales like your own business. This article explores how building a personal brand can transform your career, leveraging technology, creativity, and strategic investment. Key Takeaways Developing a personal brand within the dealership's brand is crucial for differentiation and success in automotive sales. Proactively investing in your own marketing efforts can yield significant returns in terms of sales performance. Utilizing artificial intelligence and technology streamlines marketing processes and enhances customer engagement. The Power of Personal Branding in Automotive Sales Creating a personal brand within the automotive industry isn't just a fancy trend—it's a necessity for standing out in a crowded marketplace. Both Sean V. Bradley and Tianna Mick emphasize that most salespeople miss the mark by not establishing their own brand identity. The traditional method of relying solely on dealership leads and foot traffic is becoming obsolete. With technology at our fingertips and the automotive landscape rapidly evolving, sales professionals must differentiate themselves. As Sean notes, "Car sales is like owning your own business." Tianna Mick illustrates this by sharing her journey with the brand "T got your keys," which reflects her personality and values. She highlights the importance of colors, logos, and slogans, as these elements create a lasting impression. "You want to be on the top of mind of all of your customers and all of your prospects' minds," Tianna asserts, underscoring the enduring influence a well-crafted brand can have. Besides personalization, the strategic use of social media amplifies reach and builds credibility. "You pick a brand name that's memorable," Tianna advises, while emphasizing the seamless integration of brand elements across various platforms to maintain consistency and professional growth. Leveraging Technology and AI in Personal Branding Incorporating technology, especially artificial intelligence, is a game-changer for any salesperson looking to elevate their brand. From utilizing AI tools like ChatGPT for creating brand names and logos to integrating them with design platforms like Canva, the possibilities are endless. Sean indicates, "ChatGPT can do this, you know, for free or for practically free," promoting efficiency in establishing your brand. Moreover, AI offers innovative ways to manage customer interactions—Podium's conversational AI being a prime example. For salespeople, AI provides the opportunity to remain engaged with potential customers even during off-hours, ensuring no sales opportunity is missed. As the conversation reveals, AI doesn't just automate processes; it complements your efforts, acting as an omnipresent team member that keeps your operations running smoothly, freeing you to focus on delivering exceptional service and building relationships. The strategy extends to harnessing analytics for targeted marketing. As Tianna experienced, integrating a platform like "Build a Brand" with CRM systems ensures every customer interaction is optimized for success. The data-driven approach not only refines marketing strategies but also enhances service delivery, creating a competitive edge in the bustling automotive market. Investment Strategies for Personal Branding Success Realizing your brand's full potential often requires a financial commitment. Investing in marketing materials and tools is integral to expanding visibility and reinforcing your brand in customers' minds. While discussing budget allocations, Sean shares a proactive approach, encouraging salespeople to approach dealership management for marketing support, emphasizing a shared investment in achieving common goals. "Why don't people lift weights? Because they're heavy," Sean humorously notes, driving the point that investing might seem daunting but is ultimately rewarding. But it's not just about asking for funds; it's about presenting a strategic plan that illustrates potential returns. Tianna supports, "The more car sales I sell you, you get. But I get it," illuminating the mutual benefits of such collaboration. However, even if funding isn't an immediate option, looking at cost-effective methods like custom business cards and creative partnerships with local businesses can still drive significant impact. For sales professionals willing to invest in themselves, leveraging resources smartly can stimulate growth. This could mean setting aside a part of the commission for marketing initiatives or using affordable online platforms for brand promotion. Sean emphasizes that "scared money don't make any money," urging salespeople to be bold and strategic in their financial decisions to ensure exponential growth. By crafting a personal brand, utilizing cutting-edge technology, and committing to strategic investments, automotive salespeople can distinguish themselves from the competition. Tianna and Sean's conversation highlights a pathway to success that combines innovation with personalized service—keys to thriving in today's automotive landscape.     Resources: Podium: Discover how Podium's innovative AI technology can unlock unparalleled efficiency and drive your dealership's sales to new heights. Visit www.podium.com/mcs to learn more!   ProMax: Complete CRM: Complete CRM is a streamlined, all-in-one system that simplifies your dealership software and processes so you can manage every aspect of your operation with ease; from tracking and following up on leads, desking deals, managing inventory, marketing to your customers, and more. Visit www.nccdirect.com/dealer-synergy to learn more!   Dealer Synergy & Bradley On Demand: The automotive industry's #1 training, tracking, testing, and certification platform and consulting & accountability firm.   The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry! With over 29,000 members, gain access to successful automotive mentors & managers, the best industry practices, & collaborate with automotive professionals from around the WORLD! Join The Millionaire Car Salesman Facebook Group today!   Win the Game of Googleopoly: Unlocking the secret strategy of search engines.   The Millionaire Car Salesman Podcast is Proudly Sponsored By: Podium: Elevating Dealership Excellence with Intelligent Customer Engagement Solutions. Unlock unparalleled efficiency and drive sales with Podium's innovative AI technology, featured proudly on the Millionaire Car Salesman Podcast. Visit www.podium.com/mcs to learn more!   ProMax: Complete CRM: As an innovative leader in the industry for the last 30 years, Complete CRM is designed to give your dealership the competitive edge in a demanding marketplace. Powered by Complete Credit™ and award-winning desking, Complete CRM™ is the industry's only credit and compliance-enabled CRM that lets dealers achieve maximum profitability on every deal. Built on modern technology, Complete CRM seamlessly integrates credit, compliance, inventory, data mining, lead generation, enterprise functionality, and customized reporting in one tool with a single login. Visit www.nccdirect.com/dealer-synergy to learn more!   Dealer Synergy: The #1 Automotive Sales Training, Consulting, and Accountability Firm in the industry! With over two decades of experience in building Internet Departments and BDCs, we have developed the most effective automotive Internet Sales, BDC, and CRM solutions. Our expertise in creating phone scripts, rebuttals, CRM action plans, strategies, and templates ensures that your dealership's tools and personnel reach their full potential.   Bradley On Demand: The automotive sales industry's top Interactive Training, Tracking, Testing, and Certification Platform. Featuring LIVE Classes and over 9,000 training modules, our platform equips your dealership with everything needed to sell more cars, more often, and more profitably!  

Unlock the secrets of AI integration and elevate your business processes with our enlightening discussion featuring Art Pugach, CTO, and Mairead O'Donovan, project coordinator at Queue Associates. Discover how Microsoft Copilot is revolutionizing the workplace by seamlessly integrating into familiar tools like Word, Outlook, and Teams, streamlining tasks, and enhancing productivity. With a focus on data security, Art and Mairead reveal essential strategies for ensuring clean, secure data is at the heart of successful AI adoption, setting the stage for maximum efficiency and transformative business operations. Witness the rapid evolution of AI tools as we explore how Copilot has outpaced other personal assistants and challenged traditional technological principles like Moore's Law. Hear first-hand how seeking feedback from AI can provide unbiased, constructive criticism that fosters professional development without the ego clashes. Continuous learning becomes a cornerstone of staying ahead of AI advancements, as our guests share how organizations can adapt to these changes and leverage AI for innovative problem-solving. Prepare to be inspired by real-world success stories and actionable strategies for maximizing Microsoft Copilot adoption in sales and corporate environments. Art and Mairead offer practical tips on fostering a culture of AI enthusiasm while ensuring robust data governance. The conversation underscores AI's potential to revolutionize customer engagement and highlights the importance of end-user training to harness Copilot's full potential. This episode is a must-listen for sales leaders and business professionals eager to stay informed and adaptable in an AI-driven world. Art Pugach is the Global Chief Technology Officer at Queue Associates. With over three decades of experience, Art leads the company's technology strategy and innovation initiatives. He plays a pivotal role in driving digital transformation for clients worldwide, ensuring the delivery of cutting-edge solutions that align with business objectives. Mairead is a Project Coordinator at Queue Associates, leveraging her background in Public Relations, Advertising, and Applied Communications. She oversees project procurement management, while ensuring that client needs are met throughout the project lifecycle.​ Together, Art and Mairead host When in Doubt, Reboot, a podcast where they sit down to discuss all things technology. From retro games to AI, this dynamic duo covers it all! Tune in to listen, follow us on socials, and always remember: When In Doubt, Reboot!   Quotes: "Microsoft Copilot isn't just a tool—it's a transformative partner in productivity, seamlessly integrating into the tools we use daily like Word, Outlook, and Teams." – Art Pugach  "Adopting AI requires more than just technology; it demands a culture of continuous learning and data security to truly revolutionize business processes." – Mairead O'Donovan  "The rapid evolution of AI tools like Copilot challenges traditional principles, moving faster than we've ever seen, even outpacing Moore's Law." – Art Pugach  "Feedback from AI offers unbiased, constructive criticism that can propel professional development without the typical ego clashes." – Mairead O'Donovan    Links: Art's LinkedIn - https://www.linkedin.com/in/art-pugach-8144b236/ Mairead's LinkedIn - https://www.linkedin.com/in/mairead-o-donovan-2024b717b/ Queue Associates - https://queueassoc.com Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ Tired of your CRM sucking the life out of your team? Visit https://crmshouldntsuck.com to get the book, get your CRM Impact Score, and discover how to rescue your system—and your sanity.

Join host Matt Jones as he sits down with Josh Coplin, co-founder of Eden, a startup focused on revolutionizing the HVAC industry with innovative tools like the Eden Instant Quote. In this episode, they delve into the evolving dynamics of sales processes, especially in the trades industry, and discuss how implementing on-site quoting can streamline operations and boost close rates. Josh shares insights on the significant changes in consumer behavior, particularly pre and post-COVID, and highlights the importance of adapting to a culture seeking instant gratification and greater control over purchasing processes. Check the full episode on this podcast: https://youtu.be/_cc5189USiwTimestamp:00:00 "Streamlining CRM in Trade Biz06:19 "Importance of Persistent Follow-Up07:32 Maximize Follow-Up for Sales Success11:48 Instant On-Site Quoting Boosts Conversions13:37 Improve, Don't Settle20:24 CRM's Impact on Construction Businesses23:47 Transforming Knowledge into Scalable Systems25:39 Embracing and Adopting Technology30:03 "Team Collaboration Enhances Customer SuccessThings you'll Learn in this Video:How on-demand/on-site pricing can increase your close rateWhy modern consumers expect instant, transparent quotesThe importance of streamlining your sales process for better resultsKey benefits of qualifying leads before site visitsHow online tools and automation save time and boost conversionsTips for leveraging content and video to build trust and educate customersWhy sharing prices up front helps eliminate poor-fit leadsSimple ways to create a smoother, more effective sales experienceWhether you're in HVAC or another trade, this conversation is packed with relevant strategies for optimizing your sales process by providing transparency, leveraging technology, and respecting your customer's time. Tune in to discover how your business can benefit from these modern sales techniques and elevate your conversion rates.Alternative Titles: How On-Demand Pricing Boosts Your Sales Conversion RatesStreamline Sales with Real-Time Quotes for Higher Closing RatesThe Power of Instant Pricing in Closing More DealsModernizing Your Sales Process with On-Demand Quoting TechniquesFrom Lead to Sale: The Impact of Fast Quoting in the Trades Enjoyed the podcast? Take your trade business to the next level by incorporating AI! Don't get left behind—explore Tradie Hub at tradiehub.net. Discover game-changing AI solutions designed to boost efficiency and growth for trade businesses worldwide. Check it out today!

加入免費會員，更新資訊不漏接： https://open.firstory.me/join/clh1qknlp0h0s01w286nq3i04 小額贊助支持本節目： https://open.firstory.me/user/clh1qknlp0h0s01w286nq3i04 留言告訴我你對這一集的想法： https://open.firstory.me/user/clh1qknlp0h0s01w286nq3i04/comments 歡迎您用一杯咖啡支持我持續創作 : https://pay.soundon.fm/podcasts/a11a2120-4bc4-4fb2-813b-135bd96e5868 六個月的線上陪伴計畫報名表： https://forms.gle/HCX37hRPqFK24eh7A 「布姐的交誼廳。陪你聊人生聊職場」Line 社群 https://reurl.cc/36NWEL(密碼：love) 本集重點： 離開職場不到兩個月，Mandy 正在重新定義自己，目前以「AI 講師與教練」為主業。 擁有 25 年職涯經歷，從行銷、業務到 CRM、系統與數據分析等跨部門歷練。 30歲前頻繁轉職、探索方向，30歲後進入 104 發現數位行銷的熱情與專長。 在雄獅旅遊服務十年，完成多次部門輪調，從行銷、電商、平台經營到 CRM。 主管歷程從焦慮到轉念，逐步建立起能整合與協調跨部門的管理風格。 疫情成為人生轉折點，原本打算長期留在旅行社，卻因疫情決定重新出發。 意識到晉升未必代表努力，碰撞個人價值觀，開始反思職涯目標與意義。 轉職數位轉型領域，延續對數據與系統的興趣，也搭上 AI 爆發浪潮。 重新調整帶人的方式，從「自己來」轉為「信任與共創」的團隊領導。 選擇放下主管職務，不是因為挫敗，而是因為修煉圓滿，可以再啟新章。 來賓 Mandy Li （李其縵） FB: 曼蒂歐逆-轉型之路 https://www.facebook.com/oniplaylist?locale=zh_TW

What happens when you stop hesitating and start saying YES? In this episode, I sit down with Neha Kumar, Co-Founder of Full Glass Wine. She shares the same framework she used to take 9 struggling CPG brands scaling them to $200M in under TWO years. We talk about how to turn your business profitable in 90–120 days, the mindset to reframe failure, productivity tricks, and MORE. Tune in to learn how to have an unstoppable business and life! Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS 00:00 Meet Neha Kumar of Full Glass Wine. 06:00 What is a “roll-up” business strategy? 10:30 Neha's blueprint to turn a brand profitable in 90-120 days. 13:00 How hesitation holds you back from taking bold leaps. 19:30 Advice on what to do when you feel stuck in your business. 25:30 How do you deal with rejection? 27:30 The 3 traits every successful entrepreneur has. 34:30 How do you balance life, business, and self-care? 37:30 How 30-minute check-ins help you stay accountable and focus. 42:00 The mindset that attracts award nominations, big growth, and next-level fulfillment. 49:45  The life advice Neha would give her younger self.  RESOURCES 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 Nehar: @nehatkumar

What actually happens when you get a lead? Where do they go? This week we're pulling back the curtain on one of the most common (and overlooked) questions in real estate: what do you do with a lead after you get it? Whether they came from an open house, a sign call, a referral, or your kid's holiday party, every lead needs a place to live, and it's your job to keep track of them so they don't fall through the cracks. In this episode, we walk you through exactly what we do with our leads and the systems we use to stay organized. From Katy's one-sheet paper planner to Alissa's Trello board, we share real-life examples and offer simple, do-able ideas you can start using immediately. NEW TRELLO VIDEO!!! You'll hear about: The difference between an email list, a prospect list, and your database How to decide who goes where How Alissa uses Trello to track leads from pre-approved to ghosted (C is for Crickets!) Katy's buyer lead sheets and weekly activity sheet Why you don't need a fancy CRM to keep up with your leads The one question to ask yourself before adding someone to your database Easy email ideas to stay in touch with cold leads How to track social media connections without being creepy This episode is your friendly reminder that you don't need a perfect system—you just need a system. We'll help you figure out the one that actually works for you.  

Curso GRATIS: "Ventas & CRM" https://aff.trypipedrive.com/CURSOGRATISActiva tus 7 Días de Prueba en "Club Cállate y Vende"https://www.detonadoresdevalor.com/clubcyvAccede a mi Curso Online "Cállate y Vende" con toda mi metodologíahttps://www.detonadoresdevalor.com/callateyvendeCurso GRATIS: "Gerente-Líder de Ventas"https://aff.trypipedrive.com/9k9mdm¿No tienes un CRM? Comienza tu prueba de 30 días GRATIS en pipedrive CRMhttps://aff.trypipedrive.com/adcampaignLa mayoría de las personas somos expertos en estar ocupados, ¡El problema es que estar ocupados no necesariamente nos hace productivos! Hosted on Acast. See acast.com/privacy for more information.

This might be one of the most important conversations we've had in the Machine Shop MBA series—because we're unpacking a mindset that quietly limits the growth potential of so many shops: the “cashier model.” We've seen it time and time again—shops waiting at the counter for purchase orders to roll in, instead of actively building relationships, solving problems, and driving new revenue. That model might work for a while, but over time it leads to stagnation. That's why we brought in Mike Fritz, a fellow host and the mind behind Machine Shop Growth, to break down exactly why shops get stuck—and how to break out of it. Together, we explore the three customer types every shop must understand: current, dormant, and new. We share how we approach each one, the psychology behind why they buy, and the specific tactics we've used to unlock more value from the accounts we already have—while building smart pathways to growth. If you've ever looked at your sales numbers and wondered why things aren't growing the way they should, this episode might explain why—and what to do next. Segments (0:00) Getting back into the groove & introducing the sales topic (0:50) Top Shops 2025 is coming up in Charlotte, NC! (1:50) Welcoming Mike Fritz back to the show (5:30) The “cashier model” and how it quietly limits shop growth (13:38) Why you need to love on your current customers (21:43) Account management tactics that unlock growth (27:24) Psychology of current customers and how to earn more work (32:06) Grow your top and bottom line with CLA (34:00) Strategies to win new customers in your niche (42:00) The importance of top-of-mind awareness (45:30) Hiring for network strength and turning people into growth assets (47:55) How to leverage a CRM to get in front of customers (53:09) How to reignite a dormant customer (1:03:41) Being a sales-driven organization gives you options (1:07:58) 3 reasons to listen to Buy the Numbers Resources mentioned on this episode Brownies.com HireMFGleaders.com  Use Interviews to Discover Your Brand and Get More Business How to Build Manufacturing Buyer Personas Machine Shop Growth Podcast Connect With MakingChips www.MakingChips.com On Facebook On LinkedIn On Instagram On Twitter On YouTube

Learn how to manage your prospects effectively by categorizing them into A, B, and C levels, ensuring you're only investing your precious time and resources on the most promising leads. With Mark's insights, you'll discover why treating all prospects the same is a missed opportunity and how leveraging a CRM system can streamline your efforts. This episode promises to arm you with strategies that enhance productivity and boost your sales success. ⭐ Leave us a rating or review on your favorite podcast app. We actually read them!

Episode 152. This episode is coming from 2 angles. #1 in my opinion if you want a long lasting successful business, you have to build it from the ground up. #2 No one will build it for you, you have to build it. So take action because it's worth it.The following link will take you to our Podcast links, YouTube, social media, and email:https://linktr.ee/peaksigningSupporting our sponsors supports the podcast:CRM: https://learn.loansigningsystem.com/masterclass-5998?am_id=derek68631-on-1 Notary Coaching: https://notarysuccesspath.com/coaching-program448866?am_id=derek820Loan Signing System http://loansigningsystem.com/?afmc=3ewComplete Notary Mentorship https://www.loansigningsystem.com/notary-signing-agent-mentorship.html/?afmc=3ewNotaryAct Ejournal https://register.notaryact.com/peaksignings/

Behind the scenes, most business chaos doesn't come from a lack of skill... it comes from messy, non-existent systems. And if your client experience feels a little scattered, your clients are feeling it too.In this guest episode, I'm joined by Mariana from Pink Ocean VS... a systems strategist, community builder, and spreadsheet-loving creative to unpack how we can create client journeys that feel seamless, supportive and straight-up satisfying.Whether you're a virtual assistant, a creative service provider, or just tired of chasing your tail between bub's nap time and Zoom calls... this is your reminder that structure can be freeing, and systems can be soul-nourishing.Here's what we cover:The difference between delivering a service... and crafting an experienceThe emotional layer that sets great brands apartWhat systems every service provider actually needsThe low-tech, high-clarity magic of mapping your journeyWhy SOPs aren't just for big businessesGrab your post-its, open your Canva whiteboard, and tune in... this one's equal parts strategy and heartDOWNLOAD Free Canva Client Journey Map: https://whitedeer.com.au/ep215ABOUT MARIANA:I'm Mariana, founder of Pink Ocean Virtual Solutions, a digital operations service for service-based business owners who are ready to clean up the backend, stop duct-taping their systems together, and get back to doing what they're great at. I specialise in CRM setups (especially Moxie), digital declutters, SOP creation, and ongoing tech VA support.CONNECT WITH MARIANAInstagram: https://www.instagram.com/pinkoceanvs/Website: https://pinkoceanvs.com.au/"The Break" Newsletter: https://pinkoceanvs.myflodesk.com/podcastMoxie fortnightly newsletter: https://pinkoceanvs.myflodesk.comWatch on YouTube: https://youtu.be/l6s55Zjk3hYRead on the Blog: https://whitedeer.com.au/ep215/WORK WITH JACQUI:// DIY Design My Biz: The best course for business owners DIYing their own brand and graphics in Canva. Learn more: https://whitedeer.com.au/diy-dmb// The Co+Creation Design Club: Design WITH the help of a professional designer in this high-touch coaching space: https://whitedeer.com.au/designclub// Design Studio: If you're after fully done-for-you design services my studio team can help! https://whitedeer.com.au/designstudio

In this episode of Do This, Not That, host Jay Schwedelson interviews Steffen Schebesta, Chairman of the Advisory Board at Brevo (formerly Sendinblue). They explore Steffen's inspiring journey from a teenage programmer to a successful entrepreneur in the email marketing software industry.Connect with Steffen on LinkedIn: https://www.linkedin.com/in/schebesta/Use code "GuruMedia" for a 50% discount on Brevo's Starter and Business Plan for the first three months. https://www.brevo.com/partners/guru/Best Moments:(01:52) Steffen's current roles and ventures(03:27) The origin story of Steffen's entrepreneurial journey(05:24) Challenges faced during the early years of the business(07:57) Advice for aspiring SaaS entrepreneurs(12:53) The importance of starting small and focusing on a niche market(16:26) The impact of AI on SaaS companies and coding(20:28) Encouragement for others to take the first step in becoming founders=================================================Guest Bio:Steffen Schebesta is the Chairman of the Advisory Board at Brevo, a global leader in email marketing and CRM tools. Starting his entrepreneurial journey as a teenage programmer, he co-founded Newslayer2Go, an email marketing software company acquired by Sendinblue (now Brevo) in 2019. Steffen's extensive experience spans software development, business growth, and startup mentorship, where he advises young entrepreneurs and supports venture capital firms.=================================================Check out our 100% FREE + VIRTUAL EVENTS! ->EVENTASTIC - The worlds LARGEST event about EVENTS! June 5-6 2025Register HERE: https://www.eventastic.com/RegistrationGuru Conference - The World's Largest Virtual EMAIL MARKETING Conference - Nov 6-7!Register here: www.GuruConference.com=================================================Check out Jay's YOUTUBE Channel: https://www.youtube.com/@schwedelsonCheck out Jay's TIKTOK: https://www.tiktok.com/@schwedelsonCheck Out Jay's INSTAGRAM: https://www.instagram.com/jayschwedelson/=================================================AND don't miss out on this awesome FREE upcoming Quick Hit!Marigold: Should I Switch Email Platforms? 5 Truths & Myths!6/24 11am – 12pm ET.Register HERE: https://www.linkedin.com/events/7325947932031991808/comments/=================================================MASSIVE thank you to our Sponsor, Marigold!!Email chaos across campuses, branches, or chapters? Emma by Marigold lets HQ

Highlights include:-The real definition of AI - and what it isn't-How advisors can use AI now for content creation, meeting summaries, keyword tracking, and CRM automation-Why prompt engineering is the new must-have skill for marketing and operations-Use cases for predictive analytics in revenue growth, client retention, and opportunity spotting-The power (and risk) of AI-generated content - and how to avoid compliance nightmares-What “co-intelligence” really means in the age of AI-enhanced advisory firmsWhether you're an early adopter or still skeptical, this episode will change the way you think about AI's role in your practice - and give you the tools to start using it wisely, safely, and efficiently.Reach Sue at: SueCheema@EliteConsultingPartners.comAnd Brian at: BrianLutz@EliteConsultingPartners.com

Visit GoHighLevel.com/Travis to try the ultimate all-in-one CRM platform. Jason Brown is a self-made millionaire, stock market expert, and founder of a leading online education platform for traders. Growing up in Detroit in challenging circumstances, Jason's journey from selling candy at school to making $400,000 in a single trade is a testament to his resilience and financial acumen. He's not just a trader—he's an educator, author of The 5-Year Millionaire, and a powerful advocate for financial empowerment, especially for those starting with little. On this episode we talk about: Jason's first entrepreneurial hustle selling candy in school and his evolution into a top options trader Breaking down the basics: stocks, options, futures, and shorts—explained with real-life analogies How Jason turned $2,000 in graduation money into a six-figure trading account, lost it all, and made it back The mindset and tenacity needed to break generational cycles and turn disadvantages into advantages Practical advice for parents on exposing kids to financial literacy and building generational wealth Top 3 Takeaways Your disadvantage can be your advantage: Jason's story shows that challenging circumstances can fuel ambition and creativity, leading to unique paths for success. Financial education is accessible: With the right mindset and education, anyone can learn to trade stocks and options—no finance degree required. Exposure and accountability matter: Early exposure to positive financial habits and environments, plus having someone who cares, can change the trajectory for the next generation. Connect with Jason Brown: https://thebrownreport.com/ Check out FranBridge Consulting for premier non-food franchise opportunities: travischappell.com/franbridgeRobin Learn more about your ad choices. Visit megaphone.fm/adchoices

AskElephant is an AI that's trained on your team's data. Your full playbook, email inboxes, demos, internal meetings, calls recordings, your CRM - everywhere you work. Understand exactly what resonates with your prospects, what's losing deals, what's causing churn - and every other aspect of your revenue cycle. In today's episode of the Get Over Yourself Podcast, Woody Klemetson does a deep dive into the founding of AskElephant, their $6 Million Seed round, and what got him to this point in his career. Woody has an extensive background in sales and go to market, being an active leader at Jive, Divvy, and Bill (after Divvy sold). He now takes those skills and insights into the product he wished he had for every one of those companies. Want to learn more about Woody or AskElephant? Click here - ⁠⁠https://www.linkedin.com/in/woody-klemetson/Want to hear more content from Brandon? Click here - ⁠https://linktr.ee/getoveryourself_podcast

This episode, recorded live at the Becker's Hospital Review 15th Annual Meeting, features Kate Neal, IT Director, Access Innovations and CRM at Cleveland Clinic, and Charlie Lougheed, CEO & Founder of Axuall. They discuss the critical role of accurate provider data in patient access, care coordination, and workforce optimization—and how automation and analytics are transforming outdated, manual processes across healthcare.This episode is sponsored by Axuall.

#FenceFam I sat down with a real one. An OG. The OG. Most downloaded guest on The Fence Industry Podcast... Matt with Elite Technique sits down with me and talks about how CRM's are hands down the most trending, asked about, talked about topic in the FB Forums!!! Get a demo. Get signed up. Change your business! Today!   Cheers! Remember to like, share, comment and REVIEW!   The Fence Industry Podcast Links: IG @TheFenceIndustryPodcast FB @TheFenceIndustryPodcastWithDanWheeler TikTok @TheFenceIndustryPodcast YouTube @TheFenceIndustryPodcastWithDanWheeler Visit TheFenceIndustryPodcast.com Email TheFenceIndustryPodcast@gmail.com Mr. Fence Companies:    IG @MrFenceAcademy FB @MrFenceAcademy TikTok @MrFenceAcademy YouTube @MrFenceAcademy Mr. Fence Tools https://mrfencetools.com Mr. Fence Academy https://mrfenceacademy.com   Gopherwood & Expert Stain and Seal IG @stainandsealexperts  FB @ExpertProfessionalWoodCare YouTube @Stain&SealExperts  FB Group Stain and Seal Expert's Staining University  Visit RealGoodStain.com Visit Gopherwood.us   Kencove Farm Fence Supplies IG @KencoveFarmFence FB @KencoveFarmFenceSupplies TikTok @KencoveFarmFenceSupplies YouTube @KencoveFarmFence Visit kencove.com   Elite Technique Visit getelitetechnique.com   Greenwood Fence Visit greenwoodfence.com   FenceNews Visit fencenews.com   Ozark Fence & Supply promo code: TFIP15 for 15% off! Visit ozfence.com   Benji with CleverFox for all your FENCE website needs! Visit cleverfox.online     Stockade Staple Guns Visit stockade.com   Bullet Fence Systems Visit bulletfence.com   ZPost Metal Fence Posts Visit metalfencepost.com   The Fence Industry Podcast is Produced by "Rob The Producer" Connect with him at justrobnoble@gmail.com for availability and rates.  

Want to grow faster without hiring expensive consultants? In this episode, I share 3 exact ChatGPT prompts I personally use to clarify my brand, create scroll-stopping copy, and boost conversions. These prompts have helped me refine Glōci's messaging, set better goals, and lock in marketing that works. Tune in to find out how to get these prompts copied and pasted straight to your DMs! Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS The biggest glōci sale of the year!  The 3 exact prompts I use to clarify my brands and grow faster. How I rewrite taglines and elevator pitches using ChatGPT. The copywriting prompt I use for scroll-stopping hooks and headlines. Why opt-ins matter more than ever in a post-algorithm world. RESOURCES 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

Properties for Sale on the North Side?  We want to buy them. Email: StraightUpChicagoInvestor@gmail.com Have a vacancy? We can place your next tenant and give you back 30-40 hours of your time. Learn more: GCRealtyInc.com/tenant-placement Has Property Mgmt become an opportunity cost for you? Let us lower your risk and give you your time back to grow. Learn more: GCRealtyinc.com ============= Real Estate Nate shares how he has accumulated 26-units with healthy cash flow all while having a demanding W2 job! Nate shares lessons learned from his first few deals and compares small vs large multifamily buildings. He explains how he and his wife leverage their high-income W2 jobs to propel their real estate investments and hedge associated risks. Nate dives into his consulting business involving CRM system implementation. Nate closes with tips on financing 5+ unit buildings and emphasizes the importance of building a great team to set yourself up for REI success! If you enjoy today's episode, please leave us a review and share with someone who may also find value in this content! ============= Connect with Mark and Tom: StraightUpChicagoInvestor.com Email the Show: StraightUpChicagoInvestor@gmail.com Guest: Nate Fernandez, Optimum Process Partners Link: Nate's Instagram Link: Nate's LinkedIn Link: NBOA Chicago Link: West Suburban Building Owners Association Link: Extreme Ownership (Book Recommendation) Link: SUCI Ep 196 - John Warren Guest Questions 02:51 Housing Provider Tip - Power through difficult deals and keep the end goal in mind! 04:48 Intro to our guest, Nate Fernandez! 09:06 Lessons learned from Nate's first deal! 16:17 Comparing 2-4 unit vs 5+ unit buildings. 20:16 Hedging risk with proper planning. 23:33 Setting up a property management system. 27:02 Nate's system implementation consulting business and areas of focus. 30:43 Navigating pre-sale inspections. 35:57 Nate's goals by 40! 38:05 Leveraging a W2 job to propel real estate investments! 40:55 How to finance 5+ unit buildings. 45:11 What is your competitive advantage? 45:53 One piece of advice for new investors. 46:19 What do you do for fun? 46:57 Good book, podcast, or self development activity that you would recommend?  47:50 Local Network Recommendation?  49:10 How can the listeners learn more about you and provide value to you? ----------------- Production House: Flint Stone Media Copyright of Straight Up Chicago Investor 2025.

Visit GoHighLevel.com/Travis to try the ultimate all-in-one CRM platform. On this episode of the Travis Makes Money podcast, Travis sits down with Shaun Clark (CEO), Varun Vairavan (CTO), and Robin Alex (COO), the co-founders of HighLevel. These three entrepreneurs have transformed the digital marketing landscape by creating an all-in-one CRM and business automation platform now used by millions. Their unique approach empowers users not just to run their businesses more efficiently, but to launch entirely new income streams—whether as agency owners, SaaS founders, or affiliates. The HighLevel team's story is a masterclass in product-market fit, community-driven growth, and building opportunities for others to make money. On this episode we talk about: – How HighLevel grew to millions of users by empowering its community – The three core ways to make money with HighLevel: agency-building, white-label SaaS, and affiliate marketing – Practical steps for starting a digital agency using HighLevel's tools—even with no prior experience – How white-labeling HighLevel lets you create your own SaaS business without writing code – The power of niche solutions and building IP on top of an existing platform – HighLevel's 40% recurring affiliate program and real-world success stories – The dynamics of successful business partnerships and co-founder relationships – The importance of radical honesty, mutual respect, and planning for the future in partnerships Top 3 Takeaways 1. HighLevel isn't just a software tool—it's a business opportunity platform. You can build an agency, launch your own SaaS, or earn recurring revenue as an affiliate, all leveraging the same robust infrastructure. 2. Success comes from focusing on a single problem for a specific audience. The “riches are in the niches”—customize solutions for one market, and scale from there. 3. Strong partnerships are built on mutual respect, radical honesty, and clear upfront agreements. Prepare for the end at the beginning, and always keep the customer's needs at the center of decisions. Check out FranBridge Consulting for premier non-food franchise opportunities: travischappell.com/franbridgeRobin Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever felt pulled in two directions about a big life decision, or wondered why certain environments completely drain you? This conversation is going to hit home. Human Design expert Erin Claire Jones is back on the podcast and we get into the real stories behind how your design shows up in everyday life. I share the emotional back-and-forth I've experienced around big decisions (like having kids and where to live) and what happened when I tried to push through seasons of burnout instead of listening to my design. Erin breaks down how to use Human Design to make better decisions in business and relationships, and the surprising way your home, work environment, and even how you eat can affect how aligned—or frustrated—you feel. If you want to understand yourself and your people better, this episode is full of tips. Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS 00:00 What it takes to write and market a book. 04:45 What human design is and how it helps you operate. 09:30 The five different types of human designs. 17:00 How to use your design to lead better and communicate more clearly. 21:30 What your decision-making style reveals about you. 24:30 Using Human Design to get clear on big decisions (like having kids). 30:00 Your personal “red” and “green” flags of whether you're living in alignment. 37:30 How your environment directly impacts your energy, especially for certain Human Designs. 42:15 Where you're meant to live, and thrive, based on your Human Design. RESOURCES Get your copy of Erin's book “How Do You Choose?” HERE! Learn more about Human Design HERE!  Get Human Design custom guide HERE Use code: HAPPY at checkout for discount! Study Human Design with Erin HERE Use code HAPPY at checkout for a discount! 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 Erin: @erinclairejones Follow Human Design: @humandesignblueprint

What if the only thing keeping you stuck is the size of the question you're asking? In this episode, Chris and I share the mindset shift that helped us rebuild our entire life after losing everything way back in 2008. We break down examples of how to upgrade your thinking, why small questions keep you in survival mode, and how asking better questions can unlock creativity, money, freedom, and joy. Tune in to level up the quality of your questions which will determine the quality of your life. Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS How your gut health affects your skin! Why success starts with the questions you're asking. The question that helped Chris and I go from broke to building a million-dollar income. What your questions reveal about your belief in what's possible for you. Examples of “big” vs. “small” questions you can start asking today. RESOURCES 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: @loriharderFollow glōci: @getgloci

I have a friend named Bobby Castro.    One of his favorite phrases is "Stack'em and Rack'em Savages."    And what that means is when you land one win, keep going for the next one.    Stack them bitches up.    For most people, they'll get a win and coast.    When I worked at the car dealership, no one would help the people walking in.    Instead, they'd be calling their leads or be conveniently at the copier.    They completely ignored the low-hanging fruit.    When I worked at the mortgage company, I worked the CRM, called, the leads, sent emails, and in a very short order of time, I was top producer.    And it's all because when I got one win, I'd stack another.  But you have to leverage the tools you have at your disposal every single day, win after win.    Stack'em and rack'em savages.      About the ReWire Podcast The ReWire Podcast with Ryan Stewman – Dive into powerful insights as Ryan Stewman, the HardCore Closer, breaks down mental barriers and shares actionable steps to rewire your thoughts. Each episode is a fast-paced journey designed to reshape your mindset, align your actions, and guide you toward becoming the best version of yourself. Join in for a daily dose of real talk that empowers you to embrace change and unlock your full potential.    Learn how you can become a member of a powerful community consistently rewiring itself for success at https://www.jointheapex.com/   Rise Above