Podcasts about CRM

Unternehmen investieren Millionen in CRM, Tools und digitale Transformation im Vertrieb.Und dann?Mehr Pflichtfelder.Mehr Meetings.Mehr Frust im Vertrieb.Genau darüber spreche ich im KOBcast mit Prof. Dr. Stefan Wengler.Die zentrale Botschaft ist unbequem – aber ehrlich:Digitale Transformation im Vertrieb ist kein IT-Projekt.Sie ist ein Führungsprojekt.Es geht nicht um noch ein Tool.Es geht um People. Process. Data.Wer analoge Prozesse einfach digitalisiert, bekommt nur schnellere schlechte Prozesse.Wer im CRM nur Daten einsammelt, aber keinen Mehrwert zurückgibt, verliert Akzeptanz.Und wer über Hybrid Selling spricht, aber keine Zeit, kein Geld und Vertrauen bereitstellt, betreibt Aktionismus.Im modernen B2B Sales entscheiden saubere Daten im Vertrieb darüber, ob CRM und KI echte Sales Excellence ermöglichen – oder nur Kosten produzieren.Diese Episode ist für dich, wenn du Vertrieb führst, eine Sales Transformation verantwortest oder wissen willst, warum gute Ideen im Unternehmen oft an Mut und Management scheitern.Denn eines ist klar:Bei digitaler Transformation im Vertrieb gibt es keine Abkürzung.Das lernst du in dieser EpisodeWarum viele CRM-Projekte im Vertrieb trotz Millionenbudget scheiternWie Hybrid Selling mitTools, Zeit, Budget und Vertrauen Ergebnisse bringtWarum Prozesse neu gedacht werden müssen – nicht nur digitalisiertWelche Rolle Mut im Management für echte Sales Excellence spieltWarum Daten im Vertrieb das Fundament moderner B2B Sales Organisationen sindHier ist Prof. Wenglers LinkedIn ProfilViel Spaß! Mehr unter www.koberaktiviert.deFeedback gerne hier: info@koberaktiviert.deEuerStephan

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

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

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

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

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

Feel overwhelmed with strategies to grow your business and don't know where to start? If you've been consuming podcasts, courses, and content but still not seeing the momentum you want, this episode is for you. In this quickie, I break down why information does NOT equal integration and why learning more is often the very thing keeping you overwhelmed, stuck, and avoiding the actions that actually grow your business. I share the real reason so many people struggle to implement what they know, what's happening in your brain when you're overloaded with information, and the 3 things that will help you finally move from learning mode into execution mode. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS Why consuming more information might actually be keeping you stuck. How to finally implement what your business needs to grow. The real reason entrepreneurs stay in “learning mode” instead of taking action. What happens in your brain when you're overloaded with information. How decision fatigue secretly kills momentum in business. The 3 things you need to move from overwhelmed to executing. Why clarity is the fastest way to build confidence and momentum. How being in the right rooms can fast track your success. RESOURCES Join Built for Bigger Summit Here and get clear on your message, how to scale your business, and finally bring your vision to life.  Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci

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

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

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

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

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

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

Tune in to our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure, and Aged Expired niches! In today's episode of the Mastermind podcast, the discussion focused on helping agents uncover additional opportunities from leads they already have by introducing the Property Plus Refresh program and highlighting the value of revisiting older data. The panel explained that many agents stop actively working leads after several months, even though circumstances often change over time. By refreshing existing records to identify property ownership, equity, and multi-property holdings, agents can uncover opportunities that may not have been visible when the leads were first received. A major portion of the conversation centered on how better data allows agents to narrow their outreach toward higher-probability prospects instead of marketing broadly to every contact in their database. By identifying which leads currently hold real estate or have significant equity, agents can prioritize their most valuable marketing efforts while maintaining lower-cost follow-up with others. This targeted approach helps conserve both time and marketing budgets while improving the likelihood of meaningful conversations. The panel also emphasized the importance of consistent long-term follow-up, noting that many homeowners require multiple touch points before making a decision. In some cases, opportunities arise months after the initial event as personal circumstances evolve. The episode concluded with a reminder that many of the most valuable deals are already sitting inside an agent's database, and refreshing older leads can reveal opportunities that might otherwise go unnoticed. Key Takeaways - The Property Plus Refresh program helps uncover property ownership tied to older leads already sitting in your CRM. - Refreshing older lead lists can reveal high-equity or multi-property opportunities that were previously unknown or overlooked. - Segmenting leads by property ownership allows agents to prioritize outreach toward the prospects most likely to sell. - Targeting only the strongest opportunities can reduce wasted marketing spend and improve overall return on investment. - Many successful deals come from older leads agents stopped contacting months after the initial outreach. - Consistent follow-up matters because most homeowners require multiple meaningful touch points before choosing an agent. - In many cases, your next listing opportunity may already exist within your current database. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market. #LeadGeneration #CRMStrategy #RealEstateTips #HighValueLeadsPrevious episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A PlaylistSupport the show

In today's episode of iGaming Daily, SBC Media Manager Fernando Noodt is joined by SBC Researcher Ana Maria Menezes and SBC Notícias Brasil Editor Leonardo Biazzi live from the show floor at the SBC Summit Rio in Rio de Janeiro. Making his debut on the show, Leonardo dives straight into Brazil's rapidly shifting regulatory landscape as the team unpack the political drama surrounding the proposed 15% tax on player deposits, the growing influence of the “BBB” campaign, and what it all means for operators navigating one of the world's most talked-about betting markets.Tune in to today's episode to find out:Why Brazil's Chamber of Deputies blocked the proposed 15% player deposit tax and what that decision signals about political fragmentation in Brasília.How the “BBB” campaign targeting Bets, Banks and Billionaires is shaping regulatory rhetoric ahead of elections and why President Luiz Inácio Lula da Silva is leaning into anti-betting messaging.The real risk of aggressive taxation and how it could further strengthen Brazil's already massive illegal betting market.Why this tax defeat may only be temporary, with strong lobbying pressure and future legislative attempts likely on the horizon.Whether Brazil remains a strategic growth market for global operators despite regulatory volatility and political uncertainty.Host: Fernando NoodtGuests: Ana Maria Menezes & Leonardo BiazziProducer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.To see how this approach comes to life, Optimove Connect returns to London on March 11 and 12, 2026. It is the only user conference where marketers from around the world share real-world results of Positionless Marketing driving efficiency and ROI. Register at connect.optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

In this episode of The KE Report, host Cory Fleck sits down with Joel Elconin, co-host of the Pre-Market Prep Show and founder of the Stock Trader Network, to dissect a market that appears to be losing its footing. With the major averages showing signs of a "gradual top," Joel provides a candid, sobering assessment of the macroeconomic and geopolitical forces currently rattling investors. Key Discussion Points: Loss of Market Momentum: Why the choppy action in the S&P 500 and Dow suggests a waning appetite for risk among investors in early 2026. Geopolitical Catalysts and Inflation: The direct link between global conflict, surging oil prices, and the fading hope for near-term rate cuts. The Nvidia Reality Check: Analyzing the "false breakout" in NVDA and what it means when a market leader beats earnings but still trades lower. The Berkshire Signal: Why BRK.B is accumulating record cash and selling off bank holdings instead of seeking new acquisitions. Software vs. Hardware: A look at the resilience in software names like MSFT, CRM, and ORCL as a potential "flight to quality" amidst hardware volatility. Precious Metals Outlook: Assessing whether gold (GLD) and silver (SLV) are hitting "blow-off tops" or remains a viable safe haven during international instability.   Click here to visit Joel's PreMarket Prep website - https://www.premarketprep.com/ Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/   Stocks Mentioned: S&P 500 (SPY), Nvidia (NVDA), Berkshire Hathaway (BRK.B), Bank of America (BAC), Microsoft (MSFT), Salesforce (CRM), Oracle (ORCL), Exxon Mobil (XOM), Apple (AAPL), Alphabet (GOOGL), Amazon (AMZN), Meta (META), Tesla (TSLA), Gold (GLD), Silver (SLV).   ------------------ For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Ever wonder why some people seem to create opportunities everywhere they go while others wait to be chosen? In this episode, I'm breaking down what actually separates the women who “make it” from the ones who almost do. I sit down with celebrity makeup artist and founder of Contour Fossa, Emma Willis, to talk about the mindset, work ethic, and decisions that built a thriving career in one of the most competitive industries in the world. We dive into how to create opportunities instead of chasing them, built lasting client relationships that kept doors opening, and why your energy and attitude might be your greatest competitive advantage. Get ready to shift how you think about success, resilience, and what's truly possible in your life and business. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS 00:00 Why you must tune out doubt to follow your vision. 06:30 What helps you get opportunities others never ask for? 11:45 How consistent follow-up creates opportunities others miss. 14:30 The manifestation habit that keeps you focused without burnout or comparison. 20:15 The mindset shift that turns freelance work into a scalable business. 23:00 Why successful entrepreneurs stop trying to do everything alone. 27:00 How investing in support creates bigger opportunities and freedom. 34:15 What kind of work ethic makes clients want to hire you again and again? 41:45 What are the 3 traits that create long-term success in any industry? 48:15 Why following your intuition matters more than outside opinions. 52:30 The life-changing health scare that reshaped Emma's perspective overnight. 59:15 Why choosing gratitude helps you move forward faster. 01:02:00 What 8-year-old Emma would say seeing her life today. 01:09:45 How to connect with Emma or join her beauty team. RESOURCES Learn more about Contour Fossa Agency HERE! Register for the Built for Bigger Summit (FREE | March 10–12, 2026) HERE Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Emma: @emmawillishmu Follow Contour Fossa: @contourfossa

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

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

One placement can be a transaction. Or it can be the start of a long-term enterprise relationship. Most recruiters treat it like the first. Brendan Thomas built his career on the second. He started recruiting at 36, got fired after his first $60,000 placement, and joined a new agency six months later with two clients. By the end of that year, he had built over $600,000 in billings. Six years on, he has generated more than $5 million in lifetime billings, averaged $1 million per year, and qualified for CEO Club every quarter. He did it by ignoring the advice nearly every experienced recruiter gave him. When he asked million-dollar billers how they did it, the one piece of advice he kept hearing was to avoid enterprise accounts. He ignored it. In this episode, Brendan breaks down exactly how he cracks major enterprise accounts, navigates HR and Talent Acquisition without getting blocked, and earns the kind of deep access - hiring manager calendars, ATS logins, long-term contracts - that turns one deal into recurring revenue. This episode is brought to you by Recruiterflow Recruiterflow is the AI-first operating system built specifically for recruitment agencies and executive search firms. It combines a powerful ATS and CRM with AI embedded directly into your recruiting process. Less admin. Smarter follow-up. More time spent on revenue-generating conversations. Request a demo: recruitmentcoach.com/recruiterflow In this episode, you'll discover: Why Brendan ignored the advice to avoid enterprise accounts - and what happened when he did How to lead with a real candidate to get hiring manager buy-in before HR enters the picture The three responses you'll get from Talent Acquisition - and how to handle each one When to walk away from an account and the red flags that tell you it's time How to expand one placement into a long-term enterprise relationship Why Brendan never asks for referrals until the candidate has had at least a week in the role How to earn direct access to hiring manager calendars What discipline actually looks like on a million-dollar desk Episode Highlights: [0:38] The $60,000 placement that got Brendan fired and what he did next [1:01] Starting over: $600,000 in billings in six months [3:25] How Brendan entered recruitment at age 36 [18:46] The question he asked million-dollar billers and the advice he rejected [23:16] Why enterprise accounts are harder to crack and why he pursued them anyway [28:15] How to approach hiring managers before going to HR [35:38] The three HR responses and how to handle each one [46:14] Red flags, yellow flags, and green flags - deciding which accounts to pursue [54:15] Expanding an account after your first placement [56:42] Earning direct access to hiring manager calendars [1:03:23] What "uptime" really means for a million-dollar biller About Brendan Thomas Brendan Thomas specialises in finance and accounting placements across manufacturing, construction, and technology industries in the United States. He joined Jobot in June 2020 and has since generated over $5 million in lifetime billings, averaging approximately $1 million per year. He has qualified for CEO Club every quarter and hit the $125,000+ quarterly threshold 22 quarters in a row. He is ranked third in lifetime billing at Jobot. He works nationwide and is available from 5am to 5pm Pacific daily. Connect with Brendan: linkedin.com/in/brendanwthomas Connect with Mark Whitby Free 30-minute strategy call: recruitmentcoach.com/strategy-session LinkedIn: linkedin.com/in/mwhitby Instagram: @RecruitmentCoach

In this episode, my guest is Shayan Hamidi, co-founder and CEO of Rechat, to explore how AI is evolving from simple time savings to true time multiplication for real estate agents. Shayan explains how fragmented tech stacks create friction inside brokerages and why the future belongs to unified platforms that act as an operating system for agents. The conversation dives into Lucy, Rechat's AI assistant, which can generate full listing campaigns, create marketing assets, process voice memos into structured follow-ups, and automate CRM updates. Rather than focusing on small efficiency gains, Shayan argues that AI's real power is in execution and integration. Agents who adopt AI as an embedded workflow partner, not just a writing tool, will gain leverage that compounds across every transaction. Guest: Shayan Hamidi Shayan's Linkedin: https://www.linkedin.com/in/shayanhamidi Rechat Instagram: https://www.instagram.com/rechat.ai Rechat LinkedIn: https://www.linkedin.com/company/rechat Rechat Youtube: https://www.youtube.com/@RechatAI  Rechat Facebook: https://www.facebook.com/rechatai   Host: Rajeev Sajja Website: http://www.realestateaiflash.com Facebook: https://www.facebook.com/rsajja Instagram: http://www.instagram.com/rajeev_sajja LinkedIn: http://www.linkedIn.com/in/rsajja   Resources:  Join our Instagram Real Estate AI Insiders Channel - https://ig.me/j/AbZCJG37DqBPPtxi/ Get 14 days Wispro Flow Pro Free Trial - https://ref.wisprflow.ai/rajeev-sajja  Subscribe to our weekly AI Newsletter: https://realestateai-flash.beehiiv.com/subscribe   

Send a textBuyers aren't just searching Google for “sheds near me” anymore—they're asking AI where to go and then double‑checking results on maps. We sat down with Jim Mosier to unpack what that shift means for builders, dealers, and movers who want more qualified leads without drowning in tools or tactics that don't translate to sales. Jim's journey from agency work to AI and custom software is full of hard‑won lessons on visibility, systems, and the kind of authenticity that still moves people to buy.We start with the foundation that wins locally: consistent NAP across listings, a sharp Google Business Profile for every lot, fresh photos and reviews, and a website that loads fast and routes quotes into a CRM. From there, we dig into the real-world power of voice AI: calling a lead within 30 seconds, answering 80% of routine questions, and booking appointments when properly trained on your products, delivery rules, financing, and brand voice. Jim shows how to build an internal dossier—origin story, materials, ideal buyer, words to avoid—so AI speaks like you instead of sounding generic.We also talk about the new buyer journey: ask an AI, verify in Google, then visit or call. That creates attribution gaps you can't fully track yet, so success looks like an uptick in branded searches and cleaner conversion paths. If you've tried to market with a patchwork of subscriptions, you'll appreciate our take on tool sprawl, security risks, and why custom software that matches your workflow can multiply throughput and even add asset value at exit. No silver bullets here—just a practical playbook for 1% improvements that compound into market share before competitors catch on.If you're serious about turning clicks into contracts and making your customer path faster, clearer, and more human, this conversation is your blueprint. Follow the show, share it with a colleague who needs a nudge toward smarter systems, and leave a review to tell us the next challenge you want solved.For more information or to know more about the Shed Geek Podcast visit us at our website.Would you like to receive our weekly newsletter?  Sign up on our website.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: Shed ProShed SuiteThree Oaks Lumber CoShed ChallengerLuxGuard

Is Facebook really dead, or are people misunderstanding its true purpose? In this episode, Kalena James explores why Facebook continues to be one of the most searched platforms in the United States and what that search behavior reveals about human connection.While platforms like YouTube dominate when people want answers and Amazon dominates when people want to make decisions, Facebook thrives because people are looking for something deeper: belonging.For purpose-driven leaders, coaches, and women building influence, this episode offers a powerful reminder that leadership starts with creating spaces where people feel safe enough to show up as themselves.What You Will Learn:How Facebook search behavior reveals that people are looking for connection and belonging rather than content alone.Why belonging comes before influence when building a community or audience.What Facebook's continued popularity teaches leaders about purpose-driven leadership.How women naturally create spaces where people feel seen, known, and supported.Why purpose-driven leadership thrives in environments where people feel safe enough to stay.FAQ:Why do people still use Facebook when newer platforms exist?People continue to use Facebook because it provides something many other platforms lack: familiar community spaces where people can connect with groups, events, and people they already know.Why is community important for purpose-driven leadership?Community creates belonging, and belonging builds trust. When people feel safe and seen in a space, they are more likely to stay engaged and support the leader guiding that space.How can leaders use Facebook effectively today?Leaders can use Facebook by creating authentic communities, hosting conversations, facilitating groups, and showing up in ways that allow people to feel known rather than simply marketed to.Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you!Learn more at: https://lyfquest.io/Instagram:USW Podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kalena James ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Julie Deem ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠--------------------------------------------------USW Kokomo ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Production by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠⁠⁠⁠⁠⁠⁠⁠

In today's Cloud Wars Minute, I explore how Microsoft is accelerating business-process transformation with its expanding Copilot and agent ecosystem. Highlights 00:10 — Microsoft has launched a three-day online boot camp covering how to leverage its expansive toolkit for AI-powered work, beginning with a session titled “Copilots and Agents: What's New and What's Next?” 01:01 — Rather than listing every innovation, I want to focus on business process, where some of the most relevant near-term transformations are occurring. Copilot tuning [enhancements], expected by June 2026, will introduce new templates in the agent builder, enabling organizations to customize M365 Copilot for drafting complex documents and matching editorial styles. 01:49 — Microsoft is also introducing standalone agents, including a project manager agent for task management in Copilot Chat and a knowledge agent that operates in the background fixing links, generating summaries and FAQs, and enriching content with metadata. 02:18 — Additional agents include a personalized learning agent for micro-learning plans, a sales agent integrating CRM data into Outlook and Teams workflows, a service agent supporting customer teams, and a finance agent bringing ERP-connected data into Excel and Outlook. 03:12 — Microsoft is acutely aware that despite a massive rollout of Copilot technology, not everybody is clear on how best to incorporate it. This boot camp is a major step forward, because what can be done now with Copilot and Microsoft's agent AI structures is truly transformational. Visit Cloud Wars for more.

Everyone says “cut through the noise.” Almost no one explains how.In this episode of Content Amplified, Benjamin Ard sits down with Jessica Thames, Director of Marketing at Assurance Financial, to unpack one of the biggest challenges in modern marketing: attention is scarce, notifications are endless, and relevance is everything.Jessica brings 20 years of marketing experience — from sticking labels on trophies in her family's small business to leading nationwide marketing systems in the mortgage industry. Her approach is simple but powerful: scalable content must feel personal, automation must serve relationships, and AI should enhance timing — not replace human connection.This is a tactical conversation about building thousands of personalized journeys, empowering sales teams through backend marketing systems, and using technology to deliver the right message at the exact right moment.If you're tired of sending emails that get ignored, this episode will help you rethink how you build marketing that actually matters.What you'll learn in this episode:Why relevance — not volume — is the true antidote to marketing noiseHow to build scalable customer journeys that still feel customThe 80/20 split between automation and human touch in high-performing teamsHow Jessica's team builds and manages thousands of automated pathwaysPractical ways to use life events and behavioral triggers to personalize outreachHow AI inside your CRM can improve timing, segmentation, and messagingWhy service-based businesses must anchor automation around real relationshipsHow backend marketing teams empower salespeople to focus on what they do best: building trustAbout Jessica ThamesJessica Thames is the Director of Marketing at Assurance Financial, where she leads strategic marketing initiatives that support loan originators across the United States.With over 20 years in marketing, Jessica began her journey in her family's small trophy business before moving into journalism, higher education marketing, and eventually the mortgage and lending industry. Her career reflects a consistent theme: clear messaging, strong systems, and relationship-driven growth.At Assurance Financial, Jessica oversees scalable content strategies, automated customer journeys, and CRM-powered communication systems designed to help loan originators grow their business without sacrificing personalization.Her work centers on one belief: automation should strengthen relationships, not replace them.Connect with Jessica:LinkedIn: Jessica Lee SpencerWebsite: Assurance Mortgage Text us what you think about this episode!

Send a textIn this episode we sit down with Scott Billows, founder and CEO of Belmar, to walk through a practical, step-by-step framework for evaluating and implementing a new CRM.You're going to learn how to build a priority "this is what I need" list, gain internal alignment, and navigate vendor selection—including why you might want to skip the traditional RFP process in favor of working with an "architect" to map out your requirements. Scott also shares expert advice for ensuring a smooth implementation, such as building a 20% buffer into your budget and securing strong executive alignment. Finally, we explore why your technology should be treated as a living, evolving asset requiring continuous care to prevent technical and cultural debt.—⛰️ Don't miss out on the next BuildGood Summit! Sign up to be the first to know about the dates, location and super early bird discounted tickets at www.buildgoodsummit.com  

What does it take to lead a 70-year engineering firm into its next chapter of growth without losing the culture that built it?Katie Cash sits down with Carrie Stokes, President and CEO of Barge Design Solutions, and Erika Booker, Chief Marketing Officer of Barge Design Solutions, to unpack how leadership vision, marketing alignment, and data-driven strategy fuel sustainable growth in today's competitive AEC market. From intentional CEO transition planning to integrating communications and sales enablement, they share how employee ownership, disciplined client selection, and CRM-backed business development decisions protect both culture and profitability.If you lead an engineering firm or support one through marketing and business development, this conversation offers a clear look at how alignment across the C-suite and marketing team drives measurable impact and long-term brand strength.Topics discussed in this episode:Engineering firm leadershipAEC marketing strategyStrategic growth planningEmployee-owned firm modelCRM implementation in AECBusiness development analyticsConnect with Erika and Carrie, BARGE:https://bargedesign.comConnect with Katie:  https://smartegies.com/ Rate, Review, & Follow on Apple Podcasts:We hope you're finding value in our AEC Marketing For Principals.  Your feedback is important to us and we'd love to hear from you. Here's how you can help.  Scroll to the bottom, rate our podcast with five stars, and select “Write a Review.”  Let us know what you found most helpful from this episode!  And if you haven't done so already, give the podcast a follow, and you'll be notified when new episodes come out.

On Champ Talk, Branden and Chet recap a major snowstorm, power outages, and past blizzards, then shift to how weather, seasonal illnesses, school calendars, and youth sports cycles affect gym attendance and signups. They discuss avoiding panic-driven changes when numbers dip, emphasizing the need to track data over 90 days to six months to identify trends, make educated decisions, and stay the course when appropriate. They share SBY's recent performance, including a strong January with 25 new members and an 88% closing ratio, contrasted with a slower February. They advise gym owners to maximize CRM tools, adjust marketing to community schedules, communicate value and urgency in sales, handle price objections by reframing spending and investment, clarify scheduling options, and build a welcoming culture that supports retention and conversions.00:00 Welcome and Subscribe00:36 Snowmageddon Small Talk02:07 Blizzard Memories and Sledding06:01 Power Outages and Staying Warm08:08 Weather Impacts Gym Attendance10:25 Stop Micromanaging Daily Numbers13:44 Tracking Data and Trends14:56 Systems Accountability and KPIs19:48 February Signup Slump20:10 Don't Panic Pivot21:06 Trial Class Rush21:43 Winter Doldrums Objections22:08 Sales Urgency Value22:22 Coaching Owen Through Doubt25:00 Imposter Syndrome Reframe26:35 Actionable Gym Takeaways26:58 Community Calendar Marketing28:12 Track Data Use CRM31:19 Handling Price Objections33:36 Sell Identity Investment36:24 Value Beyond Self Defense38:13 Member Culture Referrals40:14 Scheduling Clarity Close42:59 Wrap Up Next Steps

Face à la domination des géants américains du numérique, Christofer Ciminelli lance “Le Switch”, une newsletter dédiée aux alternatives européennes. Son objectif : démontrer qu'il est possible de conjuguer performance, souveraineté et pragmatisme.Interview : Christofer Ciminelli, créateur de "Le Switch"PunchlinesIl existe des dizaines de logiciels français, mais on ne les connaît pas.Choisir européen ne suffit pas, il faut que ce soit performant.On peut déjà absorber 80 % de nos usages.En agissant, nous avons plus de pouvoir que le Parlement européen.Pourquoi avoir lancé “Le Switch” ?L'idée est partie d'un constat que je mûris depuis plusieurs mois et qui s'est accéléré avec l'élection de Donald Trump. On a toujours le réflexe d'utiliser des outils américains, que ce soit Google Workspace, Pipedrive ou Adobe. Quand on donne nos datas et notre argent à ces modèles SaaS, on affaiblit l'écosystème tech européen. S'il n'y a pas de marché local, il n'y a pas d'investissement. Et sans investissement, on ne peut pas recruter les meilleurs ingénieurs ni développer des produits compétitifs. C'est un cercle vicieux. Je me suis demandé s'il existait des alternatives européennes. J'ai commencé par les CRM et j'en ai trouvé une trentaine en France. L'offre existe, mais elle est méconnue. “Le Switch” est né pour montrer que ces solutions sont performantes et accessibles.Les alternatives européennes sont-elles vraiment au niveau ?Oui. Je ne parle que d'outils performants. Par exemple, j'utilise désormais Yousign, alternative européenne à DocuSign : c'est moins cher et l'interface est meilleure. Je parle aussi de Noota pour la prise de notes, de Brevo Meetings comme alternative à Calendly, de Lovable pour le développement, de Vivaldi comme navigateur ou encore de Swiss Transfer. Le vrai enjeu n'est pas la performance des outils, mais leur interconnexion. La force des GAFAM, c'est leur écosystème : tout dialogue avec tout. En Europe, on a encore du chemin à faire sur ces connexions API et cette logique de stack cohérente.Quels sont les freins à l'utilisation d'outils européens ?Certains détails manquent encore dans certaines applications. Ce sont les 20 % d'usages qui peuvent faire la différence. Mais si on absorbe déjà 80 % des besoins, c'est un énorme pas. Je constate aussi une vraie prise de conscience dans les grandes entreprises. On parle de plus en plus de dégaffamisation. Dans les appels d'offres, il y a désormais des critères qui valorisent les solutions développées en Europe. Il y a aussi un débat politique avec l'Industrial Accelerator Act, porté notamment par Stéphane Séjourné. Mais au-delà des décisions politiques, nous avons un pouvoir immédiat : flécher nos dépenses vers des acteurs européens.Concrètement, comment "switcher" ?Ça ne prend pas tant de temps. Pour une PME de 30 ou 50 salariés, changer un outil de visio ou de signature électronique est relativement simple. Je conseille de cartographier toute sa stack logicielle. On découvre souvent qu'on paie des outils inutilisés. Ensuite, commencer par les outils périphériques et avancer progressivement vers le cœur du système. Le plus complexe reste la messagerie, notamment Google Workspace, car tout est interconnecté. Mais à un moment, il faut se poser la question sérieusement. Sinon, on ne sortira jamais de cette dépendance.La newsletter Le Switch Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

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

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

In this episode, I sit down with Forest Bronzan, CEO of Jetset, someone I truly consider a pioneer in the DTC and retention space. We revisit his journey from building and scaling Email Aptitude—one of the earliest agencies dedicated solely to retention and email—to launching Jetset in a completely different economic and technological landscape. What struck me most is how his conviction around retention hasn't changed—but how the strategy has evolved dramatically. We go deep into why customer experience—not just customer support—is becoming the real differentiator for brands. Forest shares how Jetset is redefining CRM by integrating sentiment analysis, proactive outreach, and immersive brand experiences to build long-term loyalty. In a world obsessed with acquisition, this conversation is a powerful reminder that the real gold is in the customers you've already earned Key Moments from the Episode: * Forest reflects on launching Email Aptitude in the early days of DTC and how retention was once a niche focus—long before it became table stakes. * Why "customer support" is not the same as "customer experience"—and how most brands are missing the bigger opportunity. * The introduction of Jetset's internal framework, Sentiment IQ, which aggregates signals like NPS, engagement, reviews, and support data to proactively manage retention. * How brands can identify high-value detractors and intervene before churn happens—turning frustration into loyalty. * Why authentic surprise-and-delight moments, curated experiences, and deeper listening will define the next era of retention. Join me, Ramon Vela, in listening to this thoughtful and strategic conversation about loyalty, customer experience, and what it truly takes to build a brand that wins long-term. If you care about sustainable growth, this episode is one you won't want to miss. For more on Jetset, visit: https://jetset.io/ If you enjoyed this episode, please leave The Story of a Brand Show a rating and review.  Plus, don't forget to follow us on Apple and Spotify.  Your support helps us bring you more content like this! * Today's Sponsors: Saral - The Influencer OS: https://www.getsaral.com/demo SARAL is the all-in-one influencer platform that finds brand-aligned creators, automates outreach, and manages everything in one place. Request a live demo today. Let the SARAL team know you're a The Story of a Brand Show podcast listener to get an extended free trial! Visit the link above. 

In this episode of the Millionaire Car Salesman Podcast, automotive sales expert Sean V. Bradley is joined by Kalina Bradley and Tianna Mick for a powerful conversation on leadership, family business dynamics, and the evolving future of automotive sales! "Don't be afraid to reach out and get the help that you need to make yourself successful." - Kalina Bradley This episode explores what it truly takes to thrive in today's competitive dealership environment, from mastering dealership processes to leveraging data mining, equity mining, and customer retention strategies that drive consistent profitability! Drawing from their experience at the NADA Conference, the trio shares insights into emerging trends, innovative dealership tools, and the strategies top-performing stores are implementing to increase throughput and gross profit. "Nature or nurture?... It's definitely both." - Tianna Mick Kalina highlights the measurable impact of a structured trade-up program and how dealerships can unlock hidden revenue within their existing customer base. Tianna dives into the importance of personal branding in automotive sales, balancing professionalism with authenticity, and standing out in a crowded marketplace. Together, they unpack how women in automotive leadership are reshaping dealership culture and influencing the next generation of sales professionals! "If we get better, our audience will demand that we get bigger." - Sean V. Bradley Whether you're a dealer principal, general manager, sales manager, BDC leader, or automotive sales professional, this episode delivers practical insights and forward-thinking strategies to help your dealership grow sustainably in a changing market.   Key Takeaways: ✅ Mindset and Balance: Kalina underscores the importance of a positive mindset in achieving success and the balanced dynamics of working alongside family. ✅ Embracing Opportunities: Tianna emphasizes leveraging the opportunities within the automotive industry and employing resources like training to excel. ✅ Value of Data Mining: Kalina shares actionable tips on how data mining and equity-mining campaigns can yield tangible results for dealerships. ✅ Family Business Dynamics: The episode showcases the interplay of family dynamics in running a successful business, highlighting a robust familial synergy. ✅ Constant Improvement: Inspired by anecdotes of industry stories, Sean discusses the perpetual need for personal and professional growth within the automotive realm.   About Kalina Bradley Kalina Bradley is an experienced professional in the automotive industry with a celebrated career traceable to her early start in sales. She has gained multifaceted expertise through roles in sales, loyalty and customer retention, finance, and dealership management. Currently, Kalina has joined Dealer Synergy, contributing her rich industry experience to enhance the company's training and consulting services. About Tianna Mick Tianna Mick, also known as T Got Your Keys, is a recognized figure in the automotive sales training realm. Aside from her influential work with Dealer Synergy, Tianna's reputation extends to her prowess as a professional speaker, consistently offering insights on dealership strategies pertaining to modern sales techniques and customer relationship management. She thrives in leveraging social media and digital platforms to revolutionize the traditional dealership model.     Navigating the Automotive Industry: Lessons in Family, Leadership, and Innovation Key Takeaways: Embrace family dynamics in business to foster a supportive and resilient work environment. Prioritize continuous improvement over quick growth to ensure long-term success. Harness the power of mindset and adaptability to thrive in evolving industries. Exploring the Role of Family in Business Success In today's rapidly evolving business landscape, the concept of a "family business" often conjures images of small, corner stores or boutique operations. However, as demonstrated by the Bradley family's enterprise, Dealer Synergy, incorporating family into business can lead to substantial success, even in large-scale operations. Tianna Mick and Kalina Bradley illustrate this dynamic in action, noting, "It feels like a small mom and pop, right? But we're literally helping multi-billion dollar organizations partner with OEMs like Toyota." The unique advantage here lies in the innate support system and motivation derived from working with loved ones. As Sean V. Bradley articulates, "Every day, I get to go to work with my wife for the last 19 years… so when I am on my deathbed, I am not going to be complaining. I wish I had a couple more seconds." By fostering such an integrated family-business environment, the Bradleys not only strengthen their personal bonds but also amplify their business impact. This synergy is particularly evident in how effortlessly Tianna and Kalina collaborate, drawing on diverse strengths to drive Dealer Synergy's mission forward. The implications of this family-oriented approach extend far beyond personal satisfaction. For the automotive industry and businesses at large, integrating family dynamics can concurrently nurture a resilient company culture and a unified vision, both pivotal in navigating the challenges of today's market. Leveraging family ties in business also ensures that an organization's values align seamlessly from leadership to execution. Continuous Improvement as a Strategy for Growth A standout theme in the transcript—and in business more broadly—is the emphasis on improving rather than just expanding. This mindset is encapsulated in Sean V. Bradley's anecdote about Chick Fil-A founder Truett Cathy, who famously stated, "I don't want any of you to talk about how we're going to get bigger and faster. The only thing I want to hear about is how are we going to get better." For businesses in the automotive industry, this philosophy underscores the importance of focusing on enhancing operations, customer service, and internal processes, rather than simply chasing after sales. Kalina Bradley echoes this sentiment when discussing her experiences in the automotive industry: "Learning something new is hard… Anything worth doing is going to be hard." By prioritizing excellence in these areas, businesses position themselves to naturally attract more customers and opportunities. This strategic focus is not only applicable to dealerships but can be adopted broadly across industries seeking sustainable growth. As echoed in the transcript, "If you keep doing what you're doing, you're going to keep getting what you're getting. You get complacent with mediocrity." Therefore, a commitment to constant improvement is crucial for achieving enduring success and staying ahead of the competition. Mindset and Adaptability as Keys to Thriving The discussion also highlights the profound impact that mindset and adaptability have on one's success in any career. Both Tianna and Kalina credit their upbringing with instilling essential principles that have guided their professional journeys. As Kalina observes, "Your mindset is your reality," drawing from the teachings of self-improvement methodologies like "The Secret" and the principles of the law of attraction. The significance of mindset extends beyond personal growth; it fosters an organization's adaptability, a critical trait in dynamic industries like automotive sales. Embracing a flexible and open-minded approach allows businesses to harness innovations and quickly adjust strategies in the face of changing trends. As echoed in the transcript, "The year of the human… we're really evaluating the amount of value that we provide for our dealers." Cultivating such a forward-thinking mindset within teams can also drive innovation, empower employees, and enhance problem-solving capabilities. As LA Williams from the transcript aptly summarizes, "You are who you spend the most time with." Surrounding oneself with positive influences creates an environment where individuals can grow collectively, contributing to the continuous evolution and success of the organization. Kalina and Tianna's narratives help pave the way for a deeper understanding of how personal experiences and beliefs shape professional endeavors, ultimately reinforcing the symbiotic relationship between an individual's mindset and their business acumen. In looking at the Bradleys' stories, it becomes evident that the heart of their business success lies in a holistic approach encapsulating family, constant improvement, and an empowered mindset. These principles not only guided their journey through the automotive industry but offer valuable lessons for businesses eager to thrive in an ever-evolving marketplace. Moving forward, organizations across various sectors may do well to adopt these insights, fostering environments where family dynamics, relentless self-betterment, and adaptable thinking are prioritized. Such an approach, mirrored by the Bradleys, stands to yield positive outcomes, positioning businesses for momentous achievements in the future.     Resources + Our Proud Sponsors:   ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Automotive Sales Mastermind Facebook Group with over 29,000 automotive professionals worldwide. The Millionaire Car Salesman Facebook Group is the go-to community for car salespeople, BDC agents, sales managers, general managers, and dealer principals looking to increase performance, income, and leadership skills. Inside the group, members collaborate daily on automotive sales strategies, lead handling, phone scripts, closing techniques, CRM best practices, dealership leadership, and accountability systems. Learn directly from top automotive trainers, industry mentors, and high-performing sales leaders who are actively winning in today's market. If you're serious about growing your automotive career, increasing car sales, and building long-term success, join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: Dealer Synergy is the automotive industry's #1 Sales Training, Consulting, and Accountability Firm, with over 20 years of proven dealership success nationwide. We specialize in helping car dealerships increase sales, improve processes, and build high-performing Sales, Internet, and BDC departments from the ground up. Our expertise includes automotive phone scripts, rebuttals, CRM action plans, lead handling strategies, BDC workflows, Internet sales processes, management training, and accountability systems. Dealer Synergy partners directly with dealership leadership to align people, process, and technology, ensuring consistent results and scalable growth. From independent dealers to large dealer groups and OEM partnerships, Dealer Synergy delivers measurable performance improvements, stronger teams, and sustainable profitability. ➼ Bradley On Demand: Bradley On Demand is the automotive industry's most advanced interactive training, tracking, testing, and certification platform for car dealerships — built to develop top-performing teams across Sales, Internet Sales, BDC, CRM, Phone Skills, Leadership, and Management. In addition to LIVE virtual automotive training classes and a library of 9,000+ on-demand dealership training modules, Bradley On Demand now includes AI Phone Roleplaying and Coaching to help salespeople and BDC agents practice real dealership conversations before they ever get on the phone with customers. This AI-powered roleplay technology strengthens phone scripts, objection handling, appointment setting, lead follow-up, and closing skills, while providing measurable coaching feedback for continuous improvement. Bradley On Demand empowers dealerships to train faster, coach smarter, improve call performance, increase closing ratios, and sell more cars more profitably — all through structured, trackable, modern automotive training.  

"The next evolution of partnerships isn't about headcount—it's about using AI to scale your best people, content, and insights into micro-moments that drive real customer impact."— Barrett King Check Out These Highlights: I see this all the time - Sales professionals worry that AI will make selling feel transactional and robotic, but the opposite is true when used strategically. Using Scalable Prompt Engineering®, sales teams can automate the administrative burden—CRM updates, follow-up sequences, prospect research—freeing them to spend more time on what actually closes deals: genuine human connection. Today, my guest will reveal how top-performing sales teams use AI to remember client details at scale, personalize outreach without losing authenticity, and anticipate client needs before they're articulated. You will discover how to use AI as a relationship amplifier, not a replacement for the trust-building conversations that create loyal clients. About John Munsell: John Munsell, the CEO of Bizzuka and the author of INGRAIN AI. He is a recognized voice in the AI space, having guided hundreds of business leaders in AI adoption since 2022. How to Get in Touch with John Munsell: Website:   http://www.bizzuka.com/ Gift: https://ingrain.ai/2026 Free Code: Changing the Sales Game Podcast Stalk me online! Linktr.ee: https://linktr.ee/conniewhitman Subscribe to the Changing the Sales Game Podcast on your favorite podcast streaming service or YouTube.  New episodes are posted every week - listen as Connie delves into new sales and business topics, or addresses problems you may have in your business.

What industry has the annual impact of $3.5 trillion to U.S. GDP, generates $1.3 trillion in personal earnings and supports 20.4 million jobs?  CRE, of course! Join us as Marc Selvitelli CEO of NAIOP discusses highlights of their 2026 economic impact report with broker and show host Michael Bull, CCIM. Discussions include a behind the curtain look at office, industrial, retail, multifamily and data centers.  TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.com Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/ Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/  

Everyone sees the explosive growth stories. No one sees the infrastructure behind them.   Franchise growth isn't luck. It's systems, process, lead flow, speed-to-lead, territory checks, CRM automation, discovery frameworks, and disciplined scaling.   Most brands try to scale before they build the foundation, and that's where things break.   In this episode, Bobby Brennan and I break down: • Why 90% of entrepreneurs fail • Why "slow is fast" in franchising • The hidden backend systems that separate scalable brands from hype • The dangerous mistake emerging franchisors make • What buyers should be watching for   If you're building a franchise brand...or thinking about buying one...this is the episode most people skip.   Timestamps: 0:00 – 90% of Entrepreneurs Fail. Why? 2:00 – Everyone Wants Instant Results (That's the Problem) 3:26 – "Success Comes Before Work" (Except in One Place) 4:02 – If I Can't Scare You Off, I Don't Want You 5:57 – Business Ownership Is Harder Than You Think 7:42 – Why "Hot" Franchise Brands Eventually Struggle 9:55 – The #1 Mistake in Franchise Development 12:14 – Slow Is Fast. Fast Is Slow. 16:49 – Could We Sell Hundreds Right Now? Yes. Should We? No. 21:15 – The Invisible Infrastructure Most Brands Don't Have   Connect with Erik Van Horn:

If you've ever felt stuck because your business outgrew your leadership team — or rushed a key hire just to relieve the pressure — this episode is for you.In this episode of Owned and Operated, John Wilson sits down with Brendan Aronson, Founder of The Military Veteran (TMV), a recruiting firm that places military veterans into executive and operator roles.They break down what it really takes to hire a GM or operator who can scale a $10M–$25M home service business — and why most hiring failures aren't talent problems, but clarity and process problems.The core theme: Great companies believe people drive value creation. If you get the leadership hire wrong, the cost compounds. If you get it right, everything unlocks.What You'll Learn in This EpisodeWhat “operator” actually means in a scaling home service businessWhy hiring becomes the bottleneck as companies growHow military leadership experience translates (and where it doesn't)Enlisted vs. officer backgrounds — and what each typically bringsThey also cover the difference between hiring for:A private equity–backed platform (timeline-driven, playbook-oriented)A family-owned business (culture, long-term alignment, succession planning)

What does a Transaction Coordinator (TC) actually do in creative real estate deals — and why could one save you tens of thousands of dollars? In this episode of the Get Creative Podcast, host Justin Tuminoski sits down with Ella Ray (@alldayellaray), a top-tier Transaction Coordinator inside the Subto community, to break down the critical role TCs play in creative finance, subject-to deals, wholesaling, and private money transactions. Connect with Ella: https://www.instagram.com/alldayellaray/ ➡️ Meet Pace on the Creative Nation Tour: https://bit.ly/GetCreativeNationTour ➡️ Download the Free SubTo A-Z e-book: https://subto.sjv.io/qzd0Vb  ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/6yYWBG ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow

If you're trying to decide between Email Like You Mean It and Systems in Session, this episode will help you make that decision.I get asked all the time where someone should start if they want better systems in their business — and my answer is never “pick a CRM” or “build workflows.”It's always: design your client experience first.In this episode, I'm breaking down:Why mapping your customer journey comes before toolsWhat happens when you skip client experience designHow communication protects your boundaries (and increases revenue)The real difference between Email Like You Mean It and Systems in SessionHow to decide which offer is right for you right nowWhether you're ready to build full systems or you need to start with planning and communication, the order never changes:Client experience design first.Client communication second.Systems and automation last.Resources mentioned:Client Experience Series (episode 195-198)Systems in Session → coliejames.com/systemsEmail Like You Mean It → coliejames.com/email

Marketing is not the problem if your loans are not closing. In this episode, Meredith Olmstead and Danielle Fancher unpack why campaigns fail when sales follow-up falls short. From abandoned applications to speed to lead and revenue opportunities hiding in plain sight, this conversation connects the dots between marketing performance and lending execution.Key Takeaways:1. Marketing does not fail. Follow up does. Many financial institutions assume they need more leads when results slow down. In reality, the issue is often a breakdown in sales visibility and follow-up. Without structured processes for abandoned applications, clear ownership of leads, and CRM adoption, strong marketing campaigns cannot translate into closed loans.2. Speed to lead is a competitive advantage. Community banks and credit unions compete not only with each other but also with national lenders and dealerships that can close loans the same day. A five or six-day turnaround for consumer loans is no longer acceptable. Immediate acknowledgment, automated follow-up, and clearly communicated expectations are critical to winning business.3. Sales enablement drives measurable revenue. When lending teams are trained, supported, and equipped with automation tools, institutions see direct revenue impact. Even small improvements in follow-up, ancillary product conversations, or mortgage volume can quickly justify the investment in structured sales support.

In this episode of Head, Heart, and Boots, we sit down with Johnny Gabe for a raw and deeply personal conversation about redemption, reinvention, and what real leadership transformation looks like over time. Johnny shares his journey from growing up in a violent environment in Philadelphia, surviving being shot at fourteen, and carrying that trauma into adulthood, to building multiple successful home service companies grounded in culture, accountability, and service. We unpack the early years of his construction and restoration businesses, the ceiling he kept hitting, and the pivotal decision to launch a 1-Tom Plumber franchise that changed the trajectory of his growth. Johnny opens up about nearly losing his marriage, battling crippling anxiety and panic attacks, and the hard internal work required to become a steadier husband, father, and leader. The conversation dives into culture meetings, mentorship inside the company, hiring for character over experience, and Johnny's long-term vision to build a trades-based training pipeline that gives young people a different path forward. This is not just a business growth story. It is a story about confronting your past, doing the work to change, and building something meaningful enough to impact the next generation. Hope you enjoy. Chris Why You Should Listen [00:05:54] How Johnny broke through the million-dollar ceiling in restoration and what finally changed when he embraced coaching and accountability [00:08:34] The plumbing catalyst story that exposed a massive opportunity gap and led to launching a One-Tom Plumber franchise [00:24:22] A raw look at battling severe anxiety, panic attacks, and nearly losing everything before rebuilding from the inside out [00:31:36] How surviving violence at fourteen shaped his early leadership style and the transformation that followed years later [00:45:20] Why culture meetings, mentorship, and hiring for character over experience are now the backbone of his company's explosive growth Did you know... Only 30% of businesses listed for sale actually find a buyer? Even more striking, just 10% of those sell for the price their owners anticipated or higher, meaning only 3% of all business owners achieve their desired sale price. By focusing on understanding and enhancing your enterprise value, you can significantly boost your chances of joining that successful 3%. Business Health & Value Assessment Start Assessment Know Your Enterprise Value. See Your Potential Gaps. Complete this assessment in less than 15 minutes and receive a free assessment for your business that includes: A Lite Valuation Of Your Business Your Value Multiplier Per Your Industry Health Assessment Per Our PYB Methodology Business Value & Growth Roadmap Tailored For You Value Acceleration Strategies Spotlight on Floodlight: Your Secret Weapon for Sales & Scaling This isn't a paid plug. It's real talk from the front lines. If you've ever thought, “How do I get a VP-level sales leader or even a sales team without hiring full-time?” Floodlight has the answer. Fractional Sales Leadership They act as your outsourced VP of Sales, taking full responsibility for training, managing, and growing your sales team. No six-figure hire needed. Clients often close 20 to 50 percent more deals within six months, thanks to data-driven coaching, CRM setup, scripts, and performance reviews. More at floodlightgrp.com/sales Commercial Sales MasterCourse A self-paced, video-driven B2B sales course designed specifically for restoration teams. Perfect for building commercial revenue and getting free from TPA handcuffs. ● Covers mindset, prospecting, pipeline building, LinkedIn lead generation, and includes a $250 discount with code SALESBOOST. Details at floodlightgrp.com/courses Tailored Consulting & Coaching Floodlight's Propel Your Business methodology offers a full-circle roadmap: financials, sales, marketing, leadership, recruiting, productivity. All built for contractors. These aren't “life coaches.” They're former restoration owners who've lived the chaos and know how to scale out of it. Explore more at floodlightgrp.com Live Training, Tools & Strategic Partnerships Floodlight also delivers live onsite and virtual training, keynote speaking, and leadership tracks covering operations, project management, and strategic growth. Bonus: They've vetted tools like Xcelerate, Liftify, and Sureti. Floodlight clients get access to exclusive discounts on tech that actually moves the needle. See all partnerships at floodlightgrp.com/partners Why it matters for you as a listener You don't need to figure this stuff out alone. If you're serious about sales growth, operational clarity, exit readiness, or leadership development, Floodlight is already helping folks like you scale smarter. And you get it from industry insiders. People who've sat in your chair, survived the fires, and built systems that actually work.

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Drew Sechrist, CEO and co-founder of Connect the Dots, takes us on a journey from being Salesforce's 36th employee to building his own venture addressing one of B2B sales' most persistent challenges: unlocking the hidden power of professional networks. In this conversation, Drew shares inside stories from Salesforce's scrappy early days in 1999, when "SaaS" didn't even exist as a term and the company spent VC money "like drunken sailors" to hire account executives who gave away a beta product for free.The core of the episode focuses on Connect the Dots' mission: making warm introductions scalable and measurable. Drew explains why the traditional sales pillars of inbound and outbound are suffering in the AI era, and why "Go-to-Network" (GTN) represents the critical third pillar that AI can't destroy because it's built on real human relationships. This is essential listening for any SaaS founder struggling with cold outreach fatigue and looking to unlock their most underutilized growth asset: their extended network.Key Takeaways[00:00] Introduction to Drew Sechrist and the power of network-based growth vs. cold outreach[04:00] Drew's early career: implementing client-server CRM tools in the pre-SaaS era (Goldmine, Sales Logics, CD-ROMs)[08:00] The birth of ASP (Application Service Provider) - reading about Salesforce in the Wall Street Journal, 1999[10:00] The cold email that changed everything: reaching out to Mark Benioff and getting hired as employee #36[13:00] Category creation at Salesforce: from ASP to "on-demand" to SaaS to "cloud" - Mark Benioff defining a new market[15:00] The dotcom boom launch: B-52s playing at the launch party, spending VC money freely, hiring AEs to give away free beta product[18:00] The pivot to paid: introducing the $50/user/month model with no contracts - proving people would pay for "a website"[22:00] Scaling through the dotcom bust: losing dotcom customers but winning larger enterprises with smaller budgets[25:00] The golden handcuffs: why it was "never a good time to leave" Salesforce even after 10 years[28:00] The Mexico motorcycle sabbatical: conceiving Kuzo while riding through Baja in 2007-2008[30:00] Kuzo's vision: live Google Street View powered by crowdsourced cameras - a startup that ultimately shut down[32:00] The connection theme: from Kuzo to Connect the Dots - helping people see and leverage their networks[34:00] The core problem: thousands of missed opportunities because you can't see who you really know well enough to leverage[36:00] LinkedIn's limitation: binary connections that don't signal relationship strength (best friend vs. 30-second conference interaction)[39:00] The billion-dollar question: will people actually make introductions? The nuance of asking mom vs. board members vs. customers[42:00] Network inheritance: Drew's biggest career hack was joining Salesforce and inheriting Mark Benioff's network overnight[45:00] Investor selection strategy: you're not just getting money, you're buying a network - be intentional about your cap table[47:00] AI's role in relationship-based sales: surfacing the right relationships at the right time, not replacing human connection[50:00] The third pillar: "Go-to-Network" (GTN) emerges as inbound and outbound suffer from AI saturation[52:00] Real relationships can't be destroyed by AI: when you call your mom, she picks up - that's the power of authentic networks[54:00] Action step for founders: sign up for Connect the Dots (ctd.ai) - free for individuals, paid for companiesTweetable Quotes

Are you ready to feel more energized, connected, and fully alive without sacrificing your ambition? In this episode, we sit down with our VIP Mastermind guests to talk about how health, intimacy, and emotional resilience directly impact success in business and life. Andrea Johnson shares why high-achieving women often harden themselves to succeed and how rebuilding trust and emotional safety transform relationships, leadership, and confidence. Then, Kristen Kliethermes breaks down hormones, metabolism, and peptide therapy, explaining why fatigue, anxiety, and low libido are signals your body needs deeper support, not something you have to accept as normal. Finally, fertility expert Courtney Saye shares what most IVF clinics overlook and how optimizing whole-body health improves fertility outcomes and restores hope for couples on their journey. Tune in to learn how strengthening your body, relationships, and nervous system unlock greater energy, connection, and longevity in both business and life. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit HERE Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period HERE Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head HERE Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN HERE Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go HERE right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS 00:00 Meet Andrea Johnson a.k.a. the Hot Girl Therapist. 05:00 Why high-performing women become emotionally hardened over time. 08:00 How entrepreneurship can become an emotional avoidance strategy. 15:00 How broken trust slowly impacts intimacy and relationships. 19:15 Why does feminine strategy challenge traditional business advice? 25:30 The signs your nervous system is running your business and relationships. 27:30 Andrea's masterclass and nervous system regulation tools. 31:00 What is the biggest mistake people make when starting a health optimization journey? 33:00 Symptoms you should never accept as “normal aging.” 37:00 How hormone optimization restores energy, intimacy, and mental clarity. 44:00 The ideal way to help you become the most optimized version of yourself. 46:15 Why multivitamins often miss what your body actually needs. 49:15 Why every couple preparing for IVF should optimize health first. 52:45 The biggest fertility factors most clinics overlook. 56:15 When should couples consider IVF instead of continuing to try naturally? 01:00:00 Environmental toxins impacting your reproductive health. 01:03:00 What does low Anti-Müllerian Hormone (AMH) mean? 01:04:45 When to seek fertility support before or during IVF. RESOURCES Connect with Andrea on Instagram to apply for Femme Quarters Mastermind Connect with Kristen on Instagram to take the Hormone Health Quiz Learn more about Functional Fertility Clinic HERE! Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Lori: @loriharder glōci: @getgloci Andrea: @theandreajohnson Kristen: @kristinleighwellness Courtney: @courtneylsaye

Show DescriptionWe talk with Frederik Braun from Mozilla about the Sanitizer API, how it works with HTML tags and web components, what it does with malformed HTML, and where CSP fits in alongside the Sanitizer API. Listen on WebsiteWatch on YouTubeGuestsFrederik BraunGuest's Main URL • Guest's SocialSecurity engineer and manager working on the Mozilla Firefox web browser Links Frederik Braun: Why the Sanitizer API is just setHTML() Frederik Braun freddyb (Frederik B) SponsorsBluehostDo you ever feel like pre-configured hosting is slowing you down? That is where VPS hosting starts to make a lot more sense. With Bluehost VPS, you are not stuck inside someone else's environment. You get full control of the server. You can spin up Docker, deploy containerized apps, run workflows, and connect your CRM, databases, and APIs without weird restrictions. No shared bottlenecks. No artificial limits. If you want to actually own your stack, your data, your performance, your roadmap, VPS is the move.

Send a textIt's Bill's birthday — and that means one thing: it's time to talk about gifts. But not the usual Amazon cards and polka dot sweaters. Bill and Bryan dig into the sales gifts worth actually giving yourself: the mindset shifts, investments, habits, and tools that compound over time.In this episode, you'll hear about the gift of applying abundance thinking to your sales life, why investing in yourself is the one gift no one else will buy you, the power of true free time (and why refusing to take it is just inflated self-importance), building a personal brand by sharing real problems and solutions, becoming a generalist in the AI age, and seeing modern tools — your CRM, LinkedIn, AI — as gifts rather than burdens.Whether it's your birthday or not, this episode is a reminder to stop waiting for your company to invest in you and start doing it yourself.The Insider program is open for enrollment. To check out our small learning group, go to http://advancedsellingpodcast.com/insiderIf you haven't already, join 14,000+ other sales professionals in our LinkedIn group at advancedsellingpodcast.com/linkedinIs it time to make a BOLD move in your business? If so, download our brand new book, "12 Bold Moves - Insider Secrets to Reinventing Yourself and Your Business." http://12boldmoves.comTurn your content into clients with the proven roadmap — join Insider today at advancedsellingpodcast.com/insider

In this news-style episode, Simon and Dan break down Citrini Research’s The 2028 Global Intelligence Crisis—a “note from the future” dated June 30, 2028 that frames the most bullish AI adoption path as a surprisingly bearish outcome for the real economy. They walk through the core feedback loop: companies deploy AI to boost productivity and margins, layoffs rise (especially in white-collar roles), consumer spending weakens, and the cycle reinforces itself—creating what the piece calls “ghost GDP,” where productivity climbs but wages and demand don’t keep up. From there, the duo digs into the sectors Citrini argues get hit first and hardest: SaaS (seat contraction + customers using AI as renewal leverage), the intermediation layer (agents shopping travel, subscriptions, insurance, delivery, and more), and even payment rails as AI agents chase lower-cost settlement via stablecoins. They also connect the dots to private credit and insurance flywheels—where mark-to-model portfolios can look stable until forced selling and capital needs expose stress—and what rising unemployment could mean for housing in once “prime” white-collar markets. Tickers discussed: V, MA, AXP, DFS, PYPL, AMZN, WMT, EXPE, UBER, DASH, SHOP, GOOGL, PLTR, TRI, OWL, APO, BN, KKR, CRM, ADBE, AIG Citrini research report Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Why do accounting firms often struggle to scale, even when referrals keep coming in?Kristen McGarr, Founder and CSMO of Adroit Insights, explains why CRM systems fail for accounting and financial firms. She also explains how an incorrect setup can quietly lead to missed follow-ups, lost clients, and inaccurate forecasting. The conversation explores how firms often rely on custom technology installations or industry-specific tools that appear impressive but fail in real-world use, especially during busy tax seasons.She explains why CRM success starts with a revenue strategy, not technology. She walks through common mistakes, including over-automation, early implementation, and choosing systems that do not support the full client lifecycle. The episode also covers why accountants often run their own firms without clear forecasting visibility and how that creates blind spots in hiring, marketing, and sales decisions.This episode is part one of a three-part series focused on helping accounting firms grow without losing control during peak season.What You'll Learn:Why most CRM systems fail inside accounting firmsHow missed follow-ups start during busy tax seasonsWhy CRM should manage the full client lifecycleThe risk of over-automating too earlyHow does better CRM visibility improve forecastingWhat makes CRM adoption actually stickLearn More from Kristen McGarrNeed help choosing or fixing a CRM for your accounting firm?Visit Adroit Insights: https://adroitinsights.comFollow Kristen McGarr for practical CRM guidance for accounting firmsLinkedIn: https://www.linkedin.com/in/kristendivineymcgarrResources:Connect with IanDownload a Tackle Box!Supercharge your marketing and grow your business with video case stories today!Subscribe to the YouTube Channel Hosted on Acast. See acast.com/privacy for more information.

a16z Partners Daisy Wolf and Eva Steinman talk with Zach Cohen and Raymond Wang, cofounders of Ease Health, a company building an AI operating system for behavioral health that combines CRM, EHR, and revenue cycle management into a single platform. They discuss why behavioral health software has lagged behind, what it means to build AI native versus AI integrated, and why Zach left his job as an investor at a16z to go build in this space. They also cover how Ease plans to replace the dozen software vendors most practices rely on today.   Resources: Follow Daisy Wolf on X:  https://x.com/daisydwolf Follow Eva Steinman on LinkedIn: https://www.linkedin.com/in/eva-steinman/ Follow Zach Cohen on X:  https://x.com/zachcohen25 Follow Raymond Wang on LinkedIn: https://www.linkedin.com/in/arrays/   Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X:https://x.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 Follow our host: https://x.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures . Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.