Podcasts about CRM

Reality check: Most investors give up after hearing “not interested.”Others back off because they don't want to feel pushy.“I already called twice… I'll just wait.”The seller ghosts.And just like that… another lead fades out.You tell yourself: They'll reach out if they're serious.And that's the end of it… But is it?Let me show you what one ‘dead lead' turned into… and why you'll never look at your CRM the same again.We were following up with a wholesale seller. They said “not interested”.But we didn't stop.We followed up 500+ times! Texts, emails, calls, even jokes about alligators.The result? That one lead turned into a $90,000 check!This episode breaks down exactly how we did it, step by step, using a follow-up machine that turns forgotten leads into revenue.Look, the money's in the follow-up.Everyone says it.But let's be honest… most investors suck at it.Getting new leads feels sexier than chasing someone who already said no.And follow-up is just hard…Most can't stay consistent. Or they simply don't know what to say.And above all, it's hard not to feel like that person.And without a system, your company leaks deals. Every day.Paul DeCampo, founder of REI Omnidrip, felt it too.The endless chase.The emotional fatigue.The disorganized grind.And especially, the low conversions.So he built what didn't exist… a follow-up engine made specifically for investors and reps.And I'm telling you, we don't even remember what it cost… Because one deal paid for it many times over.There's just no other channel in your marketing stack with that kind of return. Omnidrip builds the system for you…→ 30+ proven campaigns, already written, already segmented, already tested on real sellers. No guesswork. Just plug and go.→ Automated across text, email, and tasks so you and your reps stop living in the CRM and start closing the leads that matter.→ Tailored to seller psychology so your messages feel like help, not harassment.That's why this system doesn't just keep you top of mind… it gets sellers to lean in when they're finally ready.It's like having a follow-up that your prospects want to receive!CLICK HERE to Learn More About Omnidrip >(Use our code for a special discount: 7FF)And if you want me and Dr. Sheri to answer your question in an upcoming episode, just hit the link below.CLICK HERE to Submit Your Question >>LINKS & RESOURCES1,000 FREE Seller LeadsGet your first 1,000 seller leads FREE from our partner BatchLeads and start closing deals immediately. CLICK HERE: http://leads.getbatch.co/mztQkMr7 Figure Flipping UndergroundIf you want to learn how to make money flipping and wholesaling houses without risking your life savings or "working weekends" forever... this book is for YOU. CLICK HERE: https://hubs.ly/Q01ggDSh0 Hosted on Acast. See acast.com/privacy for more information.

Get ready to reimagine the future of strategic recruiting. In this pivotal episode of The Full Desk Experience, Crelate CEO Aaron Elder joins host Kortney Harmon to share cutting-edge strategies for thriving in the rapidly evolving, post-AI era—essential listening for owners, directors, and executive-level leaders.Key insights you can't miss:-The Post-AI Paradigm: Why AI is already as essential as electricity, and what “post-AI” really means for search firms' competitiveness and client expectations.-Redefining Value: How winning firms use targeted, specialized AI agents—not hype—to create lasting value and deeper client relationships.-From Boxed Data to Living Platforms: The shift from static CRM systems to dynamic, evolving platforms that continuously deliver new insights and productivity.-Human + Machine Synergy: In high-trust fields like executive search, where does AI support human expertise, and when is the “human touch” irreplaceable?-Operational Transformation: From outbounding to back-office, every business process is up for reinvention.Do you know if the roles you fill today will even exist in two years? How will your team adapt as AI and automation accelerate client demands—and shift the very nature of work?Hit play to hear how leading firms are pivoting now—and what you should be asking to stay ahead.__________________________Follow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

In this episode of The Great Plains Archaeology Podcast, host Carlton Shield Chief Gover is joined by Tyrel Iron Eyes, Tribal Archaeologist for the Standing Rock Sioux Tribe. Tyrel shares what it means to serve in this role and offers listeners an in-depth look at how archaeology is practiced through a Lakota lens.From day-to-day responsibilities and the structure of Standing Rock's Tribal Historic Preservation program to the core Lakota values that guide decision-making, Tyrel discusses the importance of protecting sacred sites, cultural landscapes, and the integrity of Indigenous knowledge.Tyrel offers reflections on what respectful collaboration looks like from the tribal side and why it's critical for CRM firms, universities, and outside archaeologists to understand and honor tribal perspectives. He also speaks to the vital role of Indigenous archaeologists and the importance of encouraging the next generation to take on this work.This episode is a powerful reflection on the responsibilities of protecting the past while serving the present and future needs of Native nations.TranscriptsFor rough transcripts had over to: https://www.archaeologypodcastnetwork.com/great-plains-archaeology/21LinksThe Archaeology of the North American Great Plains by Douglas B. Bamforth (2021)Archaeology on the Great Plains Edited by W. Raymond Wood (1998)Carlton's KU Anthropology Faculty BioContactInstagram: @‌pawnee_archaeologistEmail: greatplainsarchpodcast@gmail.comAPNAPN Website: https://www.archpodnet.comAPN on Facebook: https://www.facebook.com/archpodnetAPN on Twitter: https://www.twitter.com/archpodnetAPN on Instagram: https://www.instagram.com/archpodnetAPN ShopAffiliatesMotion

When PagerDuty went public in 2019, it was generating just $100 million in annual revenue which made it relatively small for a SaaS IPO. One of the main motivations for this was that visibility into the company's financials would inspire customer trust. In this episode, CJ speaks with Howard Wilson, PagerDuty's CFO, who shares the unique challenges of going public as a small company, how the landscape has changed since then, and how to approach an IPO when you don't have the experts you need in-house. As a former chief commercial officer, Howard brings unique insights into the role of a CFO. He discusses the importance of building a finance team with customer awareness, how he uses customer usage patterns to challenge traditional SaaS metrics, and how to uncover the unexpected pathways that customers take to reach your business. He also talks about the complexities of the “beat and raise" forecast, how market volatility creates opportunity, and breaks down his framework for mapping out potential investment areas.—LINKS:Howard Wilson on LinkedIn: https://www.linkedin.com/in/howardwilson01/PagerDuty: https://www.pagerduty.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.com—TIMESTAMPS:(00:00) Preview and Intro(02:08) Sponsor – Planful | Tabs | Rippling Spend(06:01) Earnings Calls and Being a Public Company CFO(11:14) How the Bar for Going Public Has Changed Since 2019(14:04) How Going Public Affects Customer Trust(15:50) Sponsor – Pulley | Navan | NetSuite(19:34) Approaching the IPO Process Without the Necessary Experts In-House(21:47) Using Advisors To Fill Functional Gaps in Small Companies(24:38) The IPO Tech Stack for Small Companies(25:44) The Complexities of the “Beat and Raise” Forecast(28:33) How Market Volatility Creates Opportunity(34:37) How Experience as a Chief Commercial Officer Makes a Better CFO(38:16) A Framework for Mapping Out Potential Investment Areas(44:08) Customer Awareness in Your Finance Organisation(47:47) Customer Usage Patterns Versus Traditional SaaS Metrics(52:16) The Unexpected Pathways Customers Take To Reach Your Business(57:54) Long-Ass Lightning Round: A Learning Mindset(59:22) Advice to Younger Self: Don't Stay in Your Lane(01:01:24) Finance Software Stack(01:02:57) Craziest Expense Story—SPONSORS:Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.#goingpublic #SaaSIPO #CustomerTrust #CustomerAwareness #PagerDuty Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Dots Oyebolu and Cory Henke, Founder and CEO of Variable Media, discuss modern paid media intelligence. Cory shares insights from his journey via major agencies and platforms to build a data-first paid media agency. He unpacks the challenges and philosophies around attribution and campaign measurement and explains how business intelligence tools like Power BI help brands unlock deeper visibility into what really drives performance. Key Takeaways:(01:20) Cory's marketing journey.(04:36) Marketers who rely solely on in-platform data miss the bigger picture — merging CRM, web analytics and ad platforms reveals deeper insights.(07:51) Cory believes that attribution is unsolvable because great outcomes stem from many variables.(09:50) In a dynamic ad landscape, Cory emphasizes having a conservative projection and a flexible testing strategy.(11:16) For new brands, organic growth should precede paid media — proving demand without ad spend is key to long-term success.(13:03) Attribution models are biased by platform incentives; YouTube, for instance, creates halo effects that platforms often credit to search.(16:28) Cory's team customizes attribution by extracting campaign data from multiple platforms, merging it via Power BI for clearer performance storytelling.(21:31) CPM is Cory's favorite marketing metric — unlike other KPIs, it reveals raw costs and helps evaluate the efficiency of reach, regardless of engagement.(27:42) Staying top of mind and testing new formats is key as digital advertising continues to evolve beyond traditional performance metrics.Resources Mentioned:Cory Henkehttps://www.linkedin.com/in/coryhenke/Variable Media | LinkedInhttps://www.linkedin.com/company/variable-media/Variable Media | Websitehttps://variable.media/Power BIhttps://www.microsoft.com/en-us/power-platform/products/power-biCory Henke on Twitterhttps://twitter.com/CoryHenkeInsightful Links:https://online.mason.wm.edu/blog/data-analytics-in-digital-marketinghttps://www.akkio.com/post/business-intelligence-in-marketinghttps://www.netsuite.com/portal/resource/articles/erp/business-intelligence-strategy.shtmlThanks for listening to the “Marketing Leadership” podcast, brought to you by Listen Network. If you enjoyed this episode, leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.We appreciate the enthusiasm and support from our community. Currently, we are not accepting new guest interview requests as we focus on our existing lineup. We will announce when we reopen for new submissions. In the meantime, feel free to explore our past episodes and stay tuned for updates on future opportunities.#PodcastMarketing #PerformanceMarketing #BrandMarketing #MarketingStrategy #MarketingIntelligence #GTM #B2BMarketing #D2CMarketing #PodcastAds

You know those moments in business where things suddenly feel a little too quiet? Maybe the inquiries slow down, sales dip, or your calendar just isn't as packed as usual. It can feel unsettling, especially when you're not sure why it's happening or how long it's going to last.  The truth is, EVERY entrepreneur hits those slower seasons. In my business, summer tends to be our slow season. Depending on what you do, it may be around the holidays, or in the Fall. Having busy and slow seasons is a natural part of running a business. The most important thing is for us to make the most out of these ebbs and flows to prepare for when things pick back up again. That's why today I'm bringing back a conversation that originally aired a few years ago about four strategies I lean on when things slow down in my own business. They're timeless, practical, and focused on helping you use these quieter times to your advantage! So whether you're currently feeling the weight of a slower season or just want to be prepared for the next one, this episode is packed with four simple yet effective ways to reignite momentum and boost your sales. Let's get into it! Goal Digger Facebook Community: https://www.facebook.com/groups/goaldiggerpodcast/ Goal Digger Instagram: https://www.instagram.com/goaldiggerpodcast/ Goal Digger Show Notes: https://jennakutcherblog.com/slow-season-strategies-to-boost-sales Thanks to our Goal Digger Sponsors: Get $25 off your first purchase at http://therealreal.com/goaldigger. Sign up for your $1/month Shopify trial period at http://shopify.com/goaldigger.  Find a co-host today at http://airbnb.com/host.  Move deals faster with an AI powered CRM your team will actually use. Visit https://monday.com/crm to learn more. Deposit or spend $5,000 in 90 days to earn up to $500 in rewards at ⁠mercury.com/goal⁠. Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard. Working capital loans provided by Mercury Lending, LLC NMLS ID: 2606284.

Nathan Fielder needed an aviation expert for Season 2 of the series "The Rehearsal" so he tapped Flight Safety Detectives' own John Goglia. John's recommendations for how crew resource management (CRM) can reduce aviation accidents became the focus of the season.John discusses how he was approached to be in the show, how he didn't have a clear idea of the direction it would take, and the unexpected reaction.Season 2 of "The Rehearsal" addresses the role that enhanced CRM could play in reducing accidents. The tropic is explored in the context of comedy, absurdity, and simulations of the travel experience. Throughout, John is featured as the voice of authority.Perhaps the most unusual aspect of the series was how seriously deeply Fielder approached the subject. He went from being a non-pilot to getting a type rating in a 737. Hear John's insider look at how the show came together.Stay tuned – John has invited Nathan Fielder to appear on a future episode of Flight Safety Detectives! Don't miss what's to come from the Flight Safety Detectives - subscribe to the Flight Safety Detectives YouTube channel, listen at your favorite podcast service and visit the Flight Safety Detectives website. Music: “Inspirational Sports” license ASLC-22B89B29-052322DDB8

#updateai #customersuccess #saas #businessRachel Tsui, the ex-Head of CS at Komodo Health, joins hosts Jon Johnson and Josh Schachter to dive deep into the intricacies of customer success. Rachel highlights the innovative use of healthcare data to identify patient trends and enhance service delivery. The conversation explores how Komodo's customer success team navigates post-sales processes, strategically collaborates with account management, and the essential role of data-driven decisions. Jon and Rachel also delve into career growth challenges, touching on the balancing act of flat organization structures, professional development, and the evolving expectations of newer workforce generations. Join us for a captivating journey through customer success strategies, organizational dynamics, and how they shape the future of innovation at Komodo Health.Timestamps0:00 - Preview, & Intros7:30 - CS at Komodo Health 10:28 - KPIs for customer success at Komodo12:00 - Plans and Priorities 13:22 - Focusing on separating support from CS activities16:03 - Managing expectations around promotions20:06 - Navigating career growth23:50 - Cross-functional collaboration and tools for knowledge sharing___________________________

ABM programs often fail to deliver revenue results. Nadia Davis, VP of Marketing at CaliberMind, shares her expertise in transforming account-based marketing strategies into effective revenue generators. She breaks down the five most critical three-letter acronyms for B2B marketers today—ABM, CRM, MQA, MQL, and CAC—while explaining how to build holistic omni-channel ABM frameworks that contribute meaningfully to sales pipelines.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ever wonder how difficult it is to work in other states in the US and if it makes sense to take opportunities in different geographies? This episode explores how to diversify your geographical skill set that will in turn improve your short and long term employment prospects. Each state has their own set of requirements, some are much more stringent than others. However, putting in the time early in your career may be the best time to expand your archaeological-geographical footprint. We will discuss why this is the case and how to improve your marketability as a CRM professional.TranscriptsFor rough transcripts of this episode go to https://www.archpodnet.com/crmarchpodcast/312Blogs and Resources:Bill White: Succinct ResearchDoug Rocks-MacQueen: Doug's ArchaeologyAndrew KinkellaKinkella Teaches Archaeology (Youtube)Blog: Kinkella Teaches ArchaeologyArchPodNetAPN Website: https://www.archpodnet.comAPN on Facebook: https://www.facebook.com/archpodnetAPN on Twitter: https://www.twitter.com/archpodnetAPN on Instagram: https://www.instagram.com/archpodnetAPN ShopAffiliatesMotion

ABM programs often fail to deliver revenue results. Nadia Davis, VP of Marketing at CaliberMind, shares her expertise in transforming account-based marketing strategies into effective revenue generators. She breaks down the five most critical three-letter acronyms for B2B marketers today—ABM, CRM, MQA, MQL, and CAC—while explaining how to build holistic omni-channel ABM frameworks that contribute meaningfully to sales pipelines.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textIn this episode of The Sports Marketing Machine Podcast, Jeremy Neisser sits down with Arthur, the CEO of Vibe.co — a self-serve streaming TV ad platform changing how sports teams approach fan acquisition and ticket sales.Arthur pulls back the curtain on why CTV (connected TV) advertising isn't just for big brands anymore, and how teams with modest budgets can now launch high-impact TV campaigns that are trackable, targeted, and ridiculously easy to set up — no agency required.Whether you're trying to sell more tickets, build brand awareness, or just find a new way to get in front of fans, this episode shows how streaming TV can (finally) be part of your playbook.✅ Top Takeaways:TV Ads Are Now Self-Serve: No contracts, no reps — just launch like you would a Meta ad.Start with Warm Audiences: Use Vibe's pixel or upload your CRM list for retargeting.TV That Performs: Streaming campaigns have shown better ROAS than Meta or Snapchat in many cases.Minimum Budget to Start: 3x your average order value per day, for at least 2 weeks.Keep Your Creative Sharp: 30-second ads work best — and sound matters more than you think.Skip the Freebies: Every impression is trackable, and every dollar can be measured.

Ever wonder how difficult it is to work in other states in the US and if it makes sense to take opportunities in different geographies? This episode explores how to diversify your geographical skill set that will in turn improve your short and long term employment prospects. Each state has their own set of requirements, some are much more stringent than others. However, putting in the time early in your career may be the best time to expand your archaeological-geographical footprint. We will discuss why this is the case and how to improve your marketability as a CRM professional.TranscriptsFor rough transcripts of this episode go to https://www.archpodnet.com/crmarchpodcast/312Blogs and Resources:Bill White: Succinct ResearchDoug Rocks-MacQueen: Doug's ArchaeologyAndrew KinkellaKinkella Teaches Archaeology (Youtube)Blog: Kinkella Teaches ArchaeologyArchPodNetAPN Website: https://www.archpodnet.comAPN on Facebook: https://www.facebook.com/archpodnetAPN on Twitter: https://www.twitter.com/archpodnetAPN on Instagram: https://www.instagram.com/archpodnetAPN ShopAffiliatesMotion

Today's show: Jason and Alex dive into why Y Combinator startups are raising at sky-high valuations with relatively low ARR—what does that mean for investors and founders? VC funds are slowing down and returning to pre-ZIRP pacing, signaling a reset in the market. Plus, in this week's Office Hours, Sean Steigerwald, founder of CustomerIQ, demos his AI sales agent that lives in your inbox, drafting follow-ups using CRM context. It's a deep look at early-stage investing, startup efficiency, and where AI is headed in enterprise.Timestamps:(0:00) Episode Teaser(2:09) Jason's Singapore trip recap and SoCal update(9:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(11:40) New rumblings from Mistral; is the French AI startup catching a tail wind?(19:40) Fidelity Private Shares℠ - Visit ⁠https://fidelityprivateshares.com⁠! Mention our podcast and receive 20% off your first-year paid subscription.(26:23) VC investing pace is slowing... what does this mean for founders(29:42) INBOUND - Use code TWIST10 for 10% o your General Admission ticket at https://www.inbound.com/register (Valid thru 7/31)(33:33) Founders' guide to raising capital(36:31) Gen AI companies are growing FAST but are there concerns about churn?(42:46) Is YC still worth it? Debating paper gains vs. DPI as metrics.(52:18) Office Hours with Sean Steigerald from Customer IQ: managing active users and more.Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpLinks from episode:Customer IQ: https://www.getcustomeriq.com/Follow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(9:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(19:40) Fidelity Private Shares℠ - Visit ⁠https://fidelityprivateshares.com⁠! Mention our podcast and receive 20% off your first-year paid subscription.(29:42) INBOUND - Use code TWIST10 for 10% o your General Admission ticket at https://www.inbound.com/register (Valid thru 7/31)Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Welcome back to Creator Science! In this special episode, host Jay Clouse takes listeners behind the scenes of the The Lab's vibrant community. Fresh off organizing The Lab's first-ever major in-person event in Boise, Jay shares a candid update about creating real-world connections among full-time creators and what these gatherings mean for the future of The Lab membership. But that's just the beginning. This episode is a front-row seat to the magic that happens during The Lab's monthly office hours. Jay and a panel of talented creators—including Tom Burden, Pat Gostek, Anna Reich, Travis Ference, Anais Cisneros, and David Fortin—engage in open, practical discussions about growing a creator business. They tackle real-world questions: how to think about the purpose behind each video, launching masterminds without losing focus, building community vs. courses vs. memberships, and the ever-elusive challenge of monetizing as a creator in today's landscape. Plus, you'll hear smart strategies for product validation, content creation during market research, and best practices for leveraging email marketing and CRM tools. Whether you're a growing creator or an established entrepreneur, this episode is packed with honest insights, actionable ideas, and a glimpse into the supportive space that makes the The Lab unique. If you've ever wondered what it's really like to be part of this community—or how to take your creator business to the next level—you won't want to miss this one. ⁠Join The Lab ⁠⁠⁠⁠Full transcript and show notes⁠⁠⁠⁠ *** TIMESTAMPS 00:00 Lab Membership Events and Opportunities 05:13 Tailoring Content for Specific Goals 06:47 YouTube Audience Engagement Strategy 11:08 Mastermind Group Pricing Dilemma 14:41 Done-for-You Video Expertise 17:55 Mastermind Group Launch Strategy 21:31 Pricing Strategy Gap Analysis 25:47 LinkedIn Posting Frequency Insights 29:17 Courses vs. Community: Balance Concerns 33:05 "Assessing Membership Value Elements" 36:28 Monetizing Creator Business Strategies 40:37 Marketing Community Value to Busy Clients 42:19 "Sell the Map Via Social Proof" 47:36 Email Marketing Tools Compared 49:40 Organizing Ideas with Purpose *** RECOMMENDED NEXT EPISODE → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#246: Planning for a recession, my approach to email, increasing customers, and finding your partner [Ask Creator Science] *** ASK CREATOR SCIENCE → ⁠⁠⁠⁠Submit your question here⁠⁠⁠⁠ *** WHEN YOU'RE READY

Here's a question that exposes one of the most dangerous myths in modern sales: How do you set the right pipeline creation target to consistently hit quota? That's exactly what Maryellen Soriano from New Jersey asked when she called into Ask Jeb. After crushing 134% of quota in her first year selling EdTech solutions—transitioning from owning her own childcare center to selling back into that same industry—she was being told she needed 11X pipeline to maintain her success. If that number made you cringe, you're not alone. The obsession with pipeline multipliers is creating more problems than it's solving, and it's time we had an honest conversation about what actually drives predictable revenue. The Pipeline Myth That's Killing Your Forecast Most sales teams are drowning in fake pipeline, and it's destroying their ability to forecast accurately. Leadership teams, especially in tech companies, consistently miss their numbers quarter after quarter because they're obsessed with one question: "How much pipeline do we have?" The real question should be: "How clean is our pipeline?" Would you rather have 11X pipeline filled with lottery tickets, or 2X pipeline packed with qualified buyers? The answer should be obvious, but somehow we keep chasing vanity metrics instead of focusing on what converts. Here's the brutal truth: All pipeline opportunities are not equal. Two Approaches to Pipeline Creation There are two ways to approach pipeline creation, and only one of them actually works consistently. Approach #1: Maximum Daily Prospecting (The Proven Method) Don't worry about how big your pipeline is. Worry about how much prospecting you're doing, and run on a daily cadence of prospecting that maxes out the time you can spend every single day. Prospect every day, every day, every day. I have a block of time every morning for prospecting. Then I'm prospecting during any gap during the day. If there's time between meetings, I'm doing outreach. Every single day I'm prospecting to the very max that I have time to prospect. When you do this, you don't have to worry about pipeline size because it takes care of itself. You never get on the desperation roller coaster because you never stop feeding the machine. Approach #2: Pipeline Multiplier Obsession (The Broken Method) This is where leadership teams fixate on having "5X pipeline" or "11X pipeline" because they think more is better. The problem? As soon as reps think they have "enough" pipeline, they quit prospecting. Then reality hits when half those opportunities were pipe dreams. The Science of Pipeline: The Law of Replacement If you want to look at pipeline like science rather than hope, you need to understand the Law of Replacement: You need to replace opportunities in your pipeline at a rate that is equal to or greater than your closing ratio. Let me give you a real example of how this works. In a previous role, I had my numbers dialed in perfectly: I knew I needed 10 first-time appointments every week About 50% would move to follow-up appointments (5 deals) I'd close about 20% of those follow-ups (1 deal per week) It took me about 20 prospecting touches to generate 2 first-time appointments Working backwards from one closed deal per week, I knew exactly what I needed to produce in terms of prospecting activity and first-time appointments to feed my pipeline consistently. If I didn't replace the deals that fell out every single week, I'd eventually end up with nothing. What Makes a Real Pipeline Opportunity Here's where most organizations get it completely wrong. They're stuffing their CRM with anything that moves and calling it "pipeline." A real pipeline opportunity requires a conversation. It's not a form fill or a marketing lead or something someone else talked to and dumped in your CRM. You need to have qualified it yourself and made a decision that it belongs in your pipeline. At Sales Gravy,

Curso GRATIS: "Ventas & CRM" https://aff.trypipedrive.com/CURSOGRATISActiva tus 7 Días de Prueba en "Club Cállate y Vende"https://www.detonadoresdevalor.com/clubcyvAccede a mi Curso Online "Cállate y Vende" con toda mi metodologíahttps://www.detonadoresdevalor.com/callateyvendeCurso GRATIS: "Gerente-Líder de Ventas"https://aff.trypipedrive.com/9k9mdm¿No tienes un CRM? Comienza tu prueba de 30 días GRATIS en pipedrive CRMhttps://aff.trypipedrive.com/adcampaignSeguimos con la temporada de la salud mental en los vendedores. Debo aceptarte que este ha sido de los episodios más difíciles de grabar, esto se pondrá muy personal y vamos a tocar temas sensibles que nos impactan en nuestra vida y por supuesto nuestras ventas. Hosted on Acast. See acast.com/privacy for more information.

In this episode of All About Capital Campaigns, Amy Eisenstein welcomes two experienced Capital Campaign Pro advisors, Paula Peter and Kristin Raack, for a deep conversation about assessing campaign readiness. With decades of combined experience guiding nonprofits through the early stages of major fundraising initiatives, Paula and Kristin offer practical insights to help organizations determine if the time is right for a campaign—and what to do if it's not yet.The discussion begins by exploring the foundational elements of readiness: a clear and compelling vision, internal alignment among board and staff, and a solid understanding of what the campaign will fund and why it matters. Paula and Kristin highlight the importance of internal consensus and strategic planning to ensure that all key stakeholders are working toward a shared goal.They also stress the value of early engagement among leadership teams. When boards and staff are out of sync—whether due to capacity concerns, unclear priorities, or lack of experience—the likelihood of campaign success diminishes. Through stories from their advisory work, they demonstrate how a readiness assessment can uncover disconnects and help organizations build internal alignment before launching a campaign.Kristin introduces the concept of “campaign mindset”—a critical ingredient for success. Beyond having resources or experience, what matters most is an organization's commitment to prioritize the campaign. Are the board and staff prepared to make strategic decisions and sustain momentum even when the process becomes challenging?The conversation moves to donor readiness. Paula and Kristin discuss what they look for in a donor base, including how well an organization understands its top supporters and how engaged those donors are. They debunk the myth that an organization must already have a mature major gifts program to succeed. Many organizations learn to raise major gifts through the campaign process itself.Practical examples are shared throughout the episode, including:A social service nonprofit that had the vision and donor pool but needed to pause and address internal stress and operational changes before moving forward.A youth-focused organization with board-staff alignment and vision, but missing tactical pieces like CRM hygiene and prospect tracking.A national nonprofit transitioning from a founder to a new CEO, in need of a cultural shift toward collaborative planning.Amy, Paula, and Kristin emphasize that a readiness assessment rarely ends with a flat “no.” Instead, it typically results in a roadmap of clear next steps so that organizations can move forward confidently in the next 6 to 18 months. Whether that means strengthening internal processes, clarifying goals, or building new donor relationships, a thoughtful preparation phase positions campaigns for long-term success.Listeners will walk away with clarity on:What campaign readiness really meansHow to identify and address misalignment between board and staffWhat to look for in a donor base and how to develop oneTactical improvements that make campaigns less stressfulWhy campaign mindset matters more than past experienceTo see if your organization is truly ready for a capital campaign, download this free Readiness Assessment. This guide will help you evaluate six aspects of your organization, including the board and your case for support.

Welcome to our first-ever, six-episode Summit Series! Here in our third episode, we host four real estate agents in one conversation:- Bree Tucker with Pozek Group- Tony Galarza with Wemert Group Realty- Matt Anderson, solo agent with eXp Realty    - Nick Nelson, solo agent with eXp Realty Real Estate Team OS is bringing you the Summit Series, a new format that has an element of our Inside The Team series, but features multiple guests in each episode and 10 real estate professionals in total. In this episode, we have long-time team agents Tony and Bree, as well as solo agents Matt and Nick, who started in the local eXp Realty ecosystem of Renee Funk and Ben Laube.Learn why they all joined a real estate team, why two stayed, and why two went solo. Watch or listen to this Summit Series episode for insights into:- Something each of them shares in every buyer consultation and listing presentation- How they think about and use social media differently- How they structure their day and their week, including prospecting time blocks and time periods they're unavailable to clients- The role of the CRM- Why they all joined teams, why two have stayed for years (“I'll be here until I die”), and how other agents can make the team vs solo decision- How growth pillars, opportunities, and culture help retain high-performing agents- The ups and downs of fantasy footballWe recorded these episodes at The Creator House, a studio in Orlando created and run by our friends at Sweet Fish Media.Still ahead in this series: how to create growth opportunities with our four team leaders, how to recruit, train, and retain agents with our two operations leaders, and another conversation with these four agents!  Sign up for subscriber-only episodes and email-exclusive insights so you don't miss any of them: https://realestateteamos.com/subscribeFollow our Summit Series agents:- Bree Tucker https://www.instagram.com/breeinorlando/- Matt Anderson https://www.instagram.com/matthewandersonproperties/- Nick Nelson https://www.instagram.com/nicknelsonhome/- Tony Galarza https://www.instagram.com/tonygalarza_realtor/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Send us a textIn this high-energy episode of The MLO Project, Frazier and Michael "Hot Sauce" McAllister cut through the noise to reveal what actually separates elite loan officers from everyone else grinding it out in the mortgage trenches.They break down the non-negotiable traits that every top producer shares—laser focus, decisive action without second-guessing, and communication skills that turn prospects into clients and clients into raving fans. But here's the kicker: it's not just about what they do, it's about what they don't do.The best LOs have mastered the art of detachment—they stay above the drama, ignore the distractions, and refuse to get pulled into the chaos that derails average performers. They maintain crystal-clear vision on what matters and commit fully to their decisions instead of constantly pivoting.Frazier and Hot Sauce emphasize that time and relationship management aren't just nice-to-haves—they're survival skills. The mortgage game rewards those who can ruthlessly prioritize and build genuine connections, not those who chase every shiny object or new strategy.The bottom line? Success in this industry isn't about having the perfect CRM or the latest lead generation hack. It's about mastering these fundamental principles that most loan officers overlook while they're busy looking for shortcuts.Stop chasing tools. Start building traits.Join our HighLevel Facebook GroupTMP is presented by: Empower LOConnect with us at mloproject@empowerlo.com

Les soldes d'été 2025 arrivent à grands pas !Dans cet épisode spécial de Club Croissance, Thomas (fondateur de XPLR.) et Valentin (Head of Performance chez XPLR.) vous partagent tous leurs conseils concrets pour maximiser vos performances pendant les soldes.

You know that weird, stuck feeling where everything in your life technically looks fine, but deep down, it just isn't? Maybe you're questioning your career, your friendships, your relationship… or even who you are. You've checked the boxes. You've followed the rules. But you're still thinking, “Is this it?” If any of that sounds familiar, you are not alone. And today's guests? They're here to hand you the manual they wish they had a decade ago. Krista Williams and Lindsey Simcik are the co-hosts of Almost 30, one of the top wellness and personal growth podcasts out there. And now they're launching their book, Almost 30: A Definitive Guide to a Life You Love for the Next Decade and Beyond. It's everything they wish someone had told them during that messy middle between your twenties and thirties! This episode is for you if you've ever asked, “What am I doing with my life?” or Googled “how to be an adult” more than once. Click play to learn what a “Saturn Return” is, how to navigate identity crises, friendship breakups, realignment without shame, and how to embrace the chaos without losing yourself in it. Goal Digger Facebook Community: https://www.facebook.com/groups/goaldiggerpodcast/ Goal Digger Instagram: https://www.instagram.com/goaldiggerpodcast/ Goal Digger Show Notes: https://jennakutcherblog.com/almost-30-podcast-hosts-share-saturn-return-soul-lessons Thanks to our Goal Digger Sponsors: Get $25 off your first purchase at http://therealreal.com/goaldigger. Sign up for your $1/month Shopify trial period at http://shopify.com/goaldigger.  Find a co-host today at http://airbnb.com/host.  Move deals faster with an AI powered CRM your team will actually use. Visit https://monday.com/crm to learn more. Deposit or spend $5,000 in 90 days to earn up to $500 in rewards at ⁠mercury.com/goal⁠. Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard. Working capital loans provided by Mercury Lending, LLC NMLS ID: 2606284.

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Want to unlock massive value in home service businesses? Join host Bronson Hill for an insightful conversation with Phil Risher, founder of Phlash Consulting, a digital marketing agency that scales home service companies for private equity exits. Recorded in June 2025, this episode explores Phil's journey from paying off $30,000 in student loans to running a $3 million Enterprise branch at age 25, then leveraging digital marketing to grow an air duct cleaning company from $3 million to $4 million in revenue in just 10 months. Featured in Forbes, CNBC, and The Wall Street Journal, Phil shares how to boost business valuations by fixing visibility, conversion, and retargeting funnels, why service contracts are key for sticky revenue, and how AI is reshaping home services with search and automated processes.Whether you're an investor eyeing plumbing or HVAC rollups or an entrepreneur seeking growth, Phil's strategies for consolidating businesses and securing 10-12x earnings multiples will inspire you to think bigger.TIMESTAMPS00:49 - Guest introduction: Phil Risher02:24 - Phil's journey: From Enterprise to digital marketing04:45 - Scaling success: Growing a $3M business to $4M06:45 - Key skill: Mastering the customer lifecycle08:44 - Private equity partnerships: Fixing lead management11:20 - CRM integration: Streamlining home service funnels12:43 - Equity vs. fees: Betting on the right jockey15:06 - Investor tips: Buying local home service businesses16:41 - Consolidation strategy: Plumbing, HVAC, electrical rollups19:36 - Service contracts: Ensuring sticky revenue21:42 - Untapped value: Leveraging email lists for growth24:05 - AI's impact: Search, chatbots, and dashboards27:50 - How to connect with PhilConnect with the Guest:Website: https://phlashconsulting.com/LinkedIn: https://www.linkedin.com/in/philrisherYouTube: https://www.youtube.com/@phlashconsulting#BusinessScaling#HomeServices#PrivateEquity#DigitalMarketing#BusinessRollups#AIinBusiness#CashFlowInvesting

Naomi Brezi, a trailblazing leader in sales, brings her pioneering spirit and profound insights to the Sales Lead Dog Podcast. Known for her remarkable ability to transform underperforming territories into global leaders, Naomi's journey is one of ambition, resilience, and the relentless pursuit of excellence. Her story is both inspiring and instructive, especially as she recounts her courageous decision to step back from a high-profile role to achieve work-life balance, ultimately setting a powerful example for her daughter. Listeners will be captivated by her narrative of overcoming industry challenges and emerging as a top salesperson, as she shares the valuable lessons she's learned along the way. The podcast further explores the nuanced landscape of career expectations versus reality, particularly for women in male-dominated sectors. Naomi offers an eye-opening account of her early career in New York City's finance industry, where she transitioned from a transactional role to a leadership position without formal training. She candidly discusses the obstacles she faced managing more seasoned teams and navigating a culture of prevalent misogyny. Her insightful reflections on these formative experiences reveal how they shaped her leadership style and fueled her passion for empowering women in sales leadership roles. Naomi also delves into the evolving dynamics of workplace culture and the critical role of transparent leadership in talent development. Her anecdotes underscore the importance of nurturing environments where team members can thrive, and she emphasizes the need for diversity, representation, and mentorship to support women in sales and leadership positions. The conversation touches on the transformative power of CRM systems and AI in modern sales processes, offering a glimpse into the future of the industry. Packed with meaningful insights on leadership, personal growth, and the human side of sales, this episode is a must-listen for anyone aiming to excel in the world of sales. Naomi Brezi is a confident and innovative executive leader with over 15 years of C-suite experience delivering exponential growth, operational efficiency, and commercial transformation across Learning & Development, Higher Education, EdTech, and B2B sectors. Known as a transformational catalyst, Naomi has led high-impact turnarounds and market expansions, driving multi-million-dollar revenue gains and spearheading go-to-market strategies from the ground up. A hands-on, people-first leader, Naomi has managed teams of over 120 and holds a track record of unlocking hidden talent to build high-performing, results-driven organizations. Her strategic and operational execution has led to exceptional YoY revenue and operational efficiency. Naomi is equally adept at board engagement and investor communication, often securing buy-in for bold initiatives that generate lasting value. Her strengths lie in cross-functional alignment, client-centric innovation, and data-driven decision-making, consistently improving sales conversion rates, client retention, and profitability. Naomi is also an active board member, committed to advancing women in leadership and mentoring the next generation of revenue leaders.   Quotes: "I've always believed in the power of grit and determination. It's about getting back up every time you fall and pushing forward with a positive mindset." "Navigating a male-dominated industry taught me invaluable lessons in leadership and resilience, which have shaped who I am today." "It's crucial to foster an environment where everyone on the team feels they can thrive and grow. Transparent leadership plays a key role in talent development." "The journey to the C-suite as a woman is filled with unique challenges, but it's also a path of immense opportunity and growth."   Links: Naomi's LinkedIn: https://www.linkedin.com/in/naomibrezi/ Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ Tired of your CRM sucking the life out of your team? Visit https://crmshouldntsuck.com to get the book, get your CRM Impact Score, and discover how to rescue your system—and your sanity.

How do you know when a company is ready to go public? And what do you do to prepare for this? Chirag Shah, CFO of Motive and former CFO of Kong and Cornerstone OnDemand, joins CJ to share insights from his experience of scaling businesses from $30 million to nearly $1 billion and tripling ARR. He talks about taking companies public and how he helped take one private again in a $5.2 billion deal. In this episode, he explains what signals indicate that a company is ready to accelerate its growth, the art and science of building sales capacity, and how to balance efficiency and growth in hypergrowth mode. He also covers how to achieve a great valuation without a strong performance, the biggest headache on the road to IPO, and whether you should IPO in the first place or remain private.—LINKS:Chirag Shah on LinkedIn: https://www.linkedin.com/in/chirag-shah-787b1b20/Motive: https://gomotive.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.com—TIMESTAMPS:(00:00) Preview and Intro(02:11) Sponsor – Tabs | Rippling Spend | Pulley(06:25) Personal Product Market Fit: Preparing Companies for IPOs(10:34) How Being a General Manager Made Chirag a Better CFO(15:02) Sponsor – Navan | NetSuite | Planful(18:11) Asking Better Questions in Finance(20:08) Signals That a Company Is Ready To Accelerate Its Growth(25:10) The Art and Science of Building Sales Capacity(28:35) The Dangers of Adding Too Many Sales Reps(33:22) Determining the Numbers of Recruiters and Sales Manager Interviews(35:03) How To Garner a Great Valuation Without a Strong Performance(37:18) The Sweet Spot for Earnings Guidance(41:22) The Biggest Headache on the Road to IPO(44:03) Underappreciated Challenges of Being a Public SaaS Company(46:42) Taking Cornerstone OnDemand Public and Then Private Again(50:17) IPO or Stay Private: Advice for CFOs(52:15) Optimizing for Public Company Holders Versus Private Equity Investors(55:05) Balancing Efficiency and Growth in Hypergrowth Mode(58:34) Long-Ass Lightning Round: Preparation for Being a CFO(01:01:34) Advice to Younger Self(01:04:04) Finance Software Stack(01:05:01) Craziest Expense Story—SPONSORS:Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.#scaling #goingpublic #hypergrowth #IPO #PrivateVersusPublic Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Spryker's Chief Product Officer, Elena Leonova, discusses the Spryker Business Intelligence platform and how working with AWS as a strategic advisor unlocked deeper opportunities for transformative growth.Topics Include:Elena Leonova introduces Spryker as digital commerce platformSpryker focuses on sophisticated B2B commerce transactionsTraditional industries: manufacturing, industrial goods, med techCustomers sell complex equipment like MRI machines, tractorsProducts are custom-built to order through procurement processesExtensive negotiation and aftermarket servicing are requiredCompetitors focus on fashion, food - not complex equipmentSpryker exclusively hosted on AWS cloud infrastructureAWS partnership enables new capabilities and customer innovationBusiness intelligence tools and AI capabilities now availableRicoh example: global manufacturer of industrial-grade printersRicoh sells through dealers and distributors worldwideS-Diverse: new automotive software marketplace partnership platformConnects automotive manufacturers with embedded software producersSpryker Business Intelligence powered by Amazon QuickSight launchedCommerce becoming more intelligent than traditional repeat purchasesComplex equipment buyers don't purchase MRI machines weeklyPlatform provides insights into customer portal navigation patternsCombines commerce data with search, CRM, competitive intelligenceHelps merchants identify revenue optimization signals from noiseBusiness intelligence integrated directly within Spryker platformCustomers should evaluate platform's future scalability and flexibilityRevenue optimization requires understanding what metrics to improveEasy-to-use data analysis prevents information overload problemsQuickSight's GenAI capabilities enable faster executive decision-makingAWS partnership provided cost optimization and innovation confidenceElena initially viewed AWS as just hosting providerBuilding shared vision with AWS unlocked deeper collaborationAWS became trusted advisor for strategy and partnershipsGenerative AI enables multi-persona communication across customer typesParticipants:Elena Leonova – Chief Product Officer, SprykerSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

Episode 154. One of the tools we use the most of is paper. So I'm talking about what type of paper is preferred. From weight and brightness, to where I buy my paper from.The following link will take you to our Podcast links, YouTube, social media, and email:https://linktr.ee/peaksigningSupporting our sponsors supports the podcast:CRM: https://learn.loansigningsystem.com/masterclass-5998?am_id=derek68631-on-1 Notary Coaching: https://notarysuccesspath.com/coaching-program448866?am_id=derek820Loan Signing System http://loansigningsystem.com/?afmc=3ewComplete Notary Mentorship https://www.loansigningsystem.com/notary-signing-agent-mentorship.html/?afmc=3ewNotaryAct Ejournal https://register.notaryact.com/peaksignings/

Veteran tattooer Joseph Swanson shares his 28-year journey through the tattoo industry, from his early days in Monterey, CA, to becoming a California Highway Patrol officer, to launching one of the first tattoo podcasts, and eventually helping lead Tattoo Pro—a CRM built specifically for tattoo shops. He reflects on the evolution of tattoo culture, the need for artists to embrace digital tools, and why shops must modernize to thrive in today's ultra-competitive market. Topics include: The shift from flash to custom tattoosBuilding community and educating artistsStarting the first tattoo podcastLessons from business school and law enforcementChallenges running a tattoo shop without systemsThe power of CRMs like Tattoo Pro for lead management, client communication, bookings, waivers, reviews, and paymentsWhy old-school shops are getting left behindHow digital tools help artists stay focused on art—not admin Bottom line: If you're a shop owner or artist not using tech to run your business, you're leaving money and opportunities on the table. If you'd like to talk to us about your marketing go to www.ink-link.com If you're interested in learning more about TattooPro, you can check them out at tattoopro.io

In a world saturated with synthetic voices and emotionless assistants, Hume AI stands out as a genuine leap forward. Far from being just another text-to-speech (TTS) system, their Octave platform is a new breed: the first speech-language model built on a large language model (LLM), capable of understanding not just the words we write, but …

AI Revolutionizing Sales: Meet the Future with Sellify AI AI Sellifyai.com About the Guest(s): Thomas Lundberg is a seasoned entrepreneur with a strong background in sales, finance, and entrepreneurship. He is an alumnus of Utah State University and began his professional journey in summer sales with Fox Pest Control, where he distinguished himself by breaking industry records. He co-founded Sellify AI, a company specializing in automating sales processes through AI-powered technology, achieving significant growth and success. Additionally, Thomas is the founder of ACE Cooperatives, a noteworthy door-to-door sales organization known for its exceptional talent and high per-rep averages. His leadership and dedication to innovation are underscored by his strong personal values and ethical grounding in faith and family. Episode Summary: Welcome to an engaging episode of The Chris Voss Show, featuring Thomas Lundberg, the accomplished founder of Sellify AI, a pioneering sales automation company. Known for revolutionizing sales processes with cutting-edge AI-powered solutions, Thomas shares his insights into creating value through technology and entrepreneurship. He highlights his journey from breaking sales records at Fox Pest Control to founding an industry-leading firm focused on AI initiatives. Dive into this enlightening conversation as Chris and Thomas explore the transformative power of AI in sales, drawing upon real-world examples and a combination of humor and insightful anecdotes to unravel this fast-evolving landscape. Throughout the episode, Chris Voss and Thomas Lundberg discuss the integration of AI in transforming sales operations, particularly in pest control and lawn care industries. Thomas illustrates how their breakthrough AI-driven CRM systems offer unparalleled end-to-end sales automation, setting new industry standards by streamlining processes from lead conversion to service scheduling. The discussion broadens to include topics such as the future implications of artificial intelligence, tips for effective sales leadership, and maintaining authenticity in an automated world. This episode is packed with valuable insights for entrepreneurs, sales professionals, and anyone curious about the role of AI in business innovation. Key Takeaways: Sellify AI automates sales processes using AI-powered texting, creating end-to-end solutions that improve efficiency and effectiveness. The use of AI in sales offers scalability beyond traditional methods, handling extensive client interactions simultaneously with consistency and precision. Thomas Lundberg emphasizes maintaining authenticity in AI communications by personalizing interactions and building rapport with customers. The company's success with integrated systems in the pest control and lawn care sectors showcases AI's potential to extend across various industries. Thomas credits his professional accomplishments to a combination of divine guidance, family support, and the dedication to driving innovation. Notable Quotes: "AI is really coming out and we could automate a lot of the processes, and long story short, we had to create it ourselves because it wasn't out there." "It's almost like having a sales team that we just plug into your CRM." "I think our AI is actually way more consistent with how it approaches things." "Our business wouldn't have existed two years ago… the AI wasn't good enough at conversational AI, but now it is." "The new generation is looking for authenticity. They want someone who's personal and genuine, which is ironic because it's a robot talking to them."

In this episode I dive into the often overlooked topic of founder-led sales. I discuss the common struggle many business owners face in handling various roles, especially holding onto the sales process for too long. I highlight the importance of delegating parts of the sales process, such as discovery calls and lead generation, to create a more scalable and efficient sales machine. I emphasize the need for documented, repeatable processes, clear client qualification guidelines, and the use of enablement materials. Additionally, I provide actionable insights on setting achievable sales goals, tracking key metrics through a CRM, and gradually transitioning to a role of sales coach while hiring sales reps. This episode is filled with practical advice to help you refine your sales strategy and overcome the bottlenecks that hinder your business growth.   What You'll hear in this episode: [00:45] The Importance of Sales in Business [01:20] Challenges of Founder-Led Sales [02:10] Outsourcing and Delegating Sales Processes [04:45] Creating a Scalable Sales Machine [07:00] Setting Sales Goals and Metrics [08:45] Transitioning Out of the Sales Process [11:05] Leveraging Technology and Personal Touch in Sales [12:55] Incentives and Forecasting for Sales Teams   If you like this episode, check out: Increase Your Earnings Without the Sales Struggle Sales Conversations That Convert with Nikki Rausch Stop Waiting and Start Scaling with Sam Vander Wielen   Want to learn more so you can earn more?  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

D.O. shares the "7 Habits of Highly Successful Loan Officers." Drawing inspiration from Atomic Habits by James Clear and real-world experiences from top-producing mortgage pros, this episode is packed with actionable advice for mortgage professionals who want to elevate their game.

In this episode of "The Roofer Show," host Dave Sullivan interviews Jon Starry, owner of Steadfast Roofing in Tampa Bay, FL. Jon shares his journey from IT to roofing, highlighting the company's rapid growth, the importance of in-house crews for consistent quality, and leveraging technology like CRM systems and virtual assistants. He discusses effective lead generation, job costing, and building a strong company culture. Jon also offers practical advice on cash flow management, sales incentives, and continuous learning, providing valuable insights for contractors aiming to grow and improve their roofing businesses. Tune in to hear more!What you'll hear in this episode:Transition from IT to the roofing industryImportance of customer service in business growthLead generation strategies and techniquesBuilding a strong online presence and utilizing SEOSignificance of having a robust CRM systemManaging cash flow and financial planningTracking key performance indicators (KPIs) for marketing effectivenessCreating a positive company culture to retain talentImplementing effective project management and communication strategiesEmphasizing quality control and consistency in work standardsResources:Steadfast RoofingCheck out this episode on our YouTube channel at @DaveSullivanRooferShow or use this link - https://www.youtube.com/@DaveSullivanRooferShowBe sure to subscribe, like, and comment!Set up a FREE strategy call with Dave and get a few tips on how you can improve your business: https://davesullivan.as.me/free-strategy-call.Interested in learning more about our 1-on-1 coaching, mastermind groups, or fractional CFO services? Email me or send me a text at (510) 612-1450.No Plan? No problem. Download our FREE 1-Page Business Plan For Roofing Contractors: https://theroofershow.com/planThe Roofer Show's Vetted SponsorsAutomate your follow-up process and close more sales with ProLine. Get started for FREE at https://useproline.com/?via=roofercoach. Use promo code DAVE50 for $50 off your first month's service!Have RUBY answer your phones and tee up the sale by leaving a great first impression. Use this link to get up to $150 off your first month's service: ruby.com/roofershow.SMA Support Services fills a need by empowering contractors to simplify and optimize their operational processes with virtual assistant services. Explore what a virtual assistant can do for your contracting business. Let SMA do the hiring, training, and onboarding. Check out SMAsupport.us (Tell them Dave sent you.)

What happens when a fourth-generation industrial distributor embraces digital transformation? In this episode, Kevin Brown and Tom Burton are joined by Max Meister of Ludwig Meister GmbH to explore what it really takes to modernize sales, systems, and mindsets in a legacy-driven industry. From CRM reimagination to cultural adoption strategies, this episode is a masterclass in building a future-ready distribution business without losing your human edge.  What You'll Learn Why CRM adoption strategies often fail—and how to fix themHow to turn your CRM into an AI sales co-pilot that delivers real valueWhat European distributors can teach U.S. businesses about sustainable innovationHow to balance sales automation with human connectionThe role of CRM-ERP integration in uncovering hidden revenue opportunities Episode Highlights04:10 – Why European distributors struggle to embrace digital transformation09:25 – Max Meister on building cultural readiness for CRM adoption14:45 – How Ludwig Meister approached CRM-ERP integration for real sales insights21:30 – Why most CRM platforms fail frontline reps—and how to fix it28:05 – Moving from sales reporting to revenue intelligence with smart systems34:50 – Using AI as a true co-pilot: automating insight, not just workflow41:15 – The role of trust and emotion in tech adoption across generations48:00 – Balancing tradition with innovation in long-standing businesses56:30 – Sustainable innovation: What U.S. distributors can learn from the EU model1:03:15 – Real-world tactics for increasing CRM adoption and frontline usage1:11:40 – Future-proofing sales teams through digital confidence, not pressure1:21:00 – Final insights: Why your CRM should feel like your smartest teammate Meet the Guest Max Meister is the Managing Director of Ludwig Meister GmbH, a century-old German distribution company that has become a model for smart digital transformation in the industrial sector. Tools, Frameworks, or Strategies MentionedCRM Reimagined – CRM as a real-time assistant, not a reporting toolSales Co-Pilot Model – Using AI for next-best-action guidanceData-Driven Adoption Framework – Cultural change meets system valueClosing Insight“Digital transformation doesn't succeed because of software—it succeeds because people trust it will help them sell better.”Adoption isn't about compliance—it's about confidence. If you want to future-proof your sales team, start by making your systems indispensable.Leave a Review: Help us grow by sharing your thoughts on the show.Learn more about the LeadSmart AI B2B Sales Platform: https://www.leadsmarttech.com/ Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.

Our host, Jeff Ignacio, sits down with Rich Bishop, founder of Midgame Consulting, to talk all things RevOps. From his unexpected leap into consulting to transforming go-to-market strategies at PE-backed and traditional companies. Rich shares what makes change management stick, how to win over skeptical sales teams, and why CRM adoption is about more than just data hygiene. If you're navigating complex orgs, outdated processes, or just trying to make RevOps less of a “flavour of the month,” this one's for you.

Discipline Is the Product: The Truth About Building a Business That LastsIn this episode of The Raquel Show, I dive into a powerful truth that came up during a recent coaching call—and it's something every entrepreneur needs to hear:

If you're failing at lead conversion, it might not be because they are unmotivated. It might not even be that the market is slow.  Your clients might be locked up because of what's coming out of your mouth. Many agents struggle to get sellers to adjust their price or buyers to make a decision, Chances are, you're accidentally framing conversations in a way that creates uncertainty and resistance.  And in this market, uncertainty kills deals. The top-producing agents aren't talking more, they're talking better. They start by diffusing resistance, acknowledging where clients really are, and creating calm before making their case. They use proven language patterns to build trust, clarity, and forward momentum so clients say “yes” more often. In a market with more agents than ever, one thing separates the agents doing more business than everyone else. Communication. In this episode, veteran sales coach and NLP expert Matthew Ferry joins us to break down how the words you use shape your results and how to start turning conversations into commission checks.    Marketing and advertising generate leads. Human beings convert leads. -Matthew Ferry   Things You'll Learn In This Episode  Trust vs. resistance One word can kill a deal before it starts. How do you reframe communication for immediate rapport and reduced anxiety? Stop chasing and start attracting How do tie-downs and cause-and-effect language patterns shift you from a pushy salesperson to a trusted authority who gets instant agreement? What separates a lead from a listing How do we create cooperation through collaboration so we're no longer convincing sellers but partnering with them?  How top producers win when others stall out The secret to more deals isn't contacts or a better CRM. How does mastering our inner world and outer communication get clients to say yes without hesitation?    Guest Bio Matthew Ferry is a Master Life Coach, Productivity Expert, Best-Selling Author and Creator of The Rapid Enlightenment Process. For over 30 years, Matthew has been coaching thousands of top performers to achieve Enlightened Prosperity. His books, audios, and seminars utilize his street-tested methodology called The Rapid Enlightenment Process, a guaranteed system to achieve profound states of happiness and success in life. For over 30 years, Matthew Ferry has taught thousands of top performers to achieve Enlightened Prosperity™ through his books, masterminds, and experiential live events. Matthew is the author of Creating Sales Velocity: Awaken Your Power To Attract Sales Effortlessly and the Amazon best-selling Quiet Mind Epic Life: Escape The Status Quo & Experience Enlightened Prosperity Now. His proprietary Stress-Free Income Accelerator and Mental Journey To Millions programs assist high-conscious go-getters in living the good life without the grind. Visit https://matthewferry.com/nlp-live_.     About Your Host Greg Harrelson is a real estate agent, coach, trainer and owner of Century 21 The Harrelson Group. He has been in the real estate business for over 30 years and has been professionally trained by coaches like Mike, Matthew, Tom Ferry, Chet Holmes and Tony Robbins. He is in the top 1% of all Realtors nationwide. His goal is to empower his clients with the information necessary to make sound financial decisions while being sensitive to the experience one is looking for in real estate ownership. The Harrelson Group has been the leading office in the Myrtle Beach real estate market for years and they have recently added a new office in Charleston, SC.   Check out this episode on Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you! 

In this conversation, Tyler and Rick discuss various topics ranging from personal experiences with parenting and reading habits to business growth strategies and the integration of AI in their respective companies. They explore the challenges of managing growth, the importance of understanding customer needs, and the potential of AI to enhance efficiency and customer experience. The discussion also touches on the significance of vertical integration and the future of AI in business, emphasizing the need for companies to be prepared for technological advancements while maintaining a focus on customer service.Chapters00:00 Parenting and Sleep Challenges03:29 Reading Habits and Fantasy Literature06:32 Business Growth and Revenue Updates09:21 Form Metrics and Marketing Strategies12:17 Internal Use Cases and New Features15:23 Exploring Industry-Specific CRM Opportunities21:22 Future of CRM and Industry Integration28:57 Navigating Software Integration Challenges32:34 The AI Dilemma: To Adopt or Not?37:13 AI Readiness: Preparing for the Future39:38 Revenue Metrics and AI Efficiency50:28 Exploring AI Opportunities in Customer Experience

How can finance leaders identify where their capital is silently going to waste and where it can be better used to drive growth? In this episode, CJ interviews Russell Lester, the CFO of Tropic, where capital allocation is both the product and the mission. Russell introduces the concept of “spoilage”, deployed capital that fails to deliver its intended value. He also talks about “levers”, positive actions that force multiply your efforts, and “leakages”, headwinds or detractors that sap momentum. Russell believes it is the job of the CFO (or “Chief Alignment Officer”) to proactively go looking for these levers and leakages. He then explains how he uses his "center of the table" framework to redeploy the freed-up capital to fuel growth. Russell also covers how to address misalignment, what helicopter skills are and why you need them, what a data safari is and why you should take one daily, and why every CFO needs a spend management tool.—LINKS:Russell Lester on LinkedIn: https://www.linkedin.com/in/russell-lester-aa98463/Tropic: https://www.tropicapp.io/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:The Roadshow, the IPO Process, and Ringing That Bell, With CFO Amanda Whalen of Klaviyo.CFO Jenny Decker Unveils Top Frameworks Used at Front. —TIMESTAMPS:(00:00) Preview and Intro(02:34) Sponsor – Rippling Spend | Pulley | Navan(06:18) The Business of Star Wars(08:33) The Concept of “Spoilage” in Business(10:27) How To Identify Spoiled Capital(15:10) Spoilage Caused by Strategy Drift(16:25) Sponsor – NetSuite | Planful | Tabs(20:06) What Are “Levers and Leakages”(21:40) Identifying Levers(25:52) Identifying Leakages(26:37) The Center-of-Table Framework for Budgeting(31:03) The CFO As “Chief Alignment Officer”(33:06) How To Address Misalignment(34:57) What Alignment Looks Like in a Founder-Led Business(35:54) What Helicopter Skills Are and Why You Need Them(38:07) Data Safaris and Curiosity as a Secret Weapon(42:54) Aligning Data and Defining Metrics(45:08) Using Tropic for Capital Allocation Decisions(48:13) Spend Management: Cutting Costs Versus Driving Growth(51:08) Why Every CFO Needs a Spend Management Tool(52:59) Long-Ass Lightning Round: Alignment With Investors(55:13) Auto-Renewals: Good or Bad(56:25) Advice to Younger Self(57:08) Finance Software Stack(57:57) Craziest Expense Story—SPONSORS:Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.#capitalallocation #spendmanagement #capitalspoilage #centerofthetableframework #spendmanagementtool Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

According to research from Harvard Business Review, only 28% of executives believe their organization’s strategies were understood and executed effectively. So, how can you effectively define, execute, and optimize your go-to-market initiatives with your enablement tech stack? Shawnna Sumaoang: Hi, and welcome to the Win-Win podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Zoran Vulic. Thank you for joining us, Zoran. I’d love you to tell us about yourself, your background, and your role. Zoran Vulic: Thanks for having me. I appreciate the opportunity. My name is Zoran Vulic. I work at Bunge in the North American Oils Group. Been with the organization for about nine years now, focused on communications and digital strategy and have been somewhat new to the food space, which is fun’s wheelhouse. So I’m kind of someone that’s not necessarily a typical marketer that’s in the food space. I’d probably classify myself as a digital native first in that space. So a little bit different and so. When I came to the organization with Bunge, they were looking to change some of their go-to-market strategies. They’re come a little bit stale and wanted to increase some of the value that we offer our customers and looking to expand into different markets and be able to service our customers in different ways. SS: Amazing. Well, I’m glad that you are with the organization and joining us today on this podcast as a marketing leader, what are some of the key go-to-market initiatives that you’re focused on driving this year, and what business outcomes are you aiming to impact through these initiatives? ZV: We focus on, or we service two main customer subsets within the North American Oils Group, one of ’em being food manufacturers and the other one being our food service operators. These are closely aligned with our annual go-to-market strategies and our annual commercial initiatives, and they’re really focused on expanding our products in adjacent markets. Launching new products within our target market groups, focusing on markets where we know that there is high growth potential, and then offering solutions across the entire value chain. So from, you know, your lowest commodity products, all the way up to your value added products. And these outcomes are really closely aligned with our annual go-to-market strategies, which we collaborate with all the different business functions within our organization, within the oils group within North America. SS: Amazing. And I love how you are. Aligning kind of your strategies with the the organization’s goals. I think that’s amazing, and I know it’s one of your strengths, especially as you kind of analyze how they’re doing. What are some of your best practices for ensuring this alignment as you execute your go-to-market initiatives? ZV: A long, long time ago, one of my managers at a different organization had this quote that he offered me because I was very, very ambitious and veryy eager and anxious to get going and moving quickly. And he said to me, he said, Zoran, if you want to go fast, you go by yourself. If you want to go far, you bring other people with you. And so I’ve really lent into that, which is in order to get all the organization rowing in the same direction, we need to be able to socialize these plans. So part of our process is meeting on a quarterly basis and when we’re doing our planning. For 2025, we met as an organization, all the different functional groups. And we talk about these are the plans that we have that we’re going to execute on in 2025, and here’s why they make sense. And then here are the different functions and here are the different tasks at each of those different groups. So we’re talking about sales marketing. Customer service, supply chain, product line management, all understanding that these are the key initiatives that we’re going to be executing on in the coming year. And here is how you know the flow of activities is going to happen. This has kind of been a project of mine is also taking a data-first approach to this, which is really looking at, okay, what information or what data do we have available to us that can help us inform. How we’re progressing? Are we trending in the right direction? Are we trending in the wrong direction? And very simply do more things that work and do less things that don’t work. And when you use data, you take away the emotion from it, and it allows you just to be more. Simplified in your approach in terms of how you can make some of those changes as you’re executing these strategies. SS: I love that. And I know a key initiative you’re focused on is your annual category-specific commercial initiatives. Can you share more about this effort and the outcomes that you’re aiming for and how you plan to leverage Highspot initiatives to support it? ZV: Yeah, so when we implemented Highspot, one of the things that really led us to this particular solution was how structured the approach was in terms of how we leverage the tools that are available to us. And so for some of our commercial initiatives, we’re looking to move people up a value chain. Very simply put, how do we move them from one particular product to another particular product that meets their needs in that inherently the customer sees value in part of that comes through, number one, socializing the information to the different stakeholders that need to be aware. So those include a lot of those different functions that I was talking about previously to you, which was supply chain management, product line management, sales, marketing, customer service. On top of that, what we’re gonna do is now we’re going to, again, teach our sellers, or at least provide them the information that they need to educate themselves on why is this important to their customers. After we’ve done that, it’s now, okay, what are the key messages that we want to communicate to those customers? And then very simply, what is it that we want to show them? What are our proof points that allow us to validate the claims that we’re making? And then what are the specific tools that we have enabled for our sellers to be able to do that across all the different categories and across all the initiatives? So we’re really standardizing that approach. And then based on the market that we’re speaking to, we’re providing customized, personalized solutions specific to that audience. That audience is both internal, so the people that are working on behalf of this particular initiative, then the information is really personalized and geared towards that external audience as well. SS: I love that. And you talked about this, you touched on it a little bit, how a key part of building an initiative in Highspot is really making sure that you’re aligning on the materials you’re using to drive the outcomes. You touched on ’em a little bit, like plays digital rooms training. Can you share how you’ve identified the resources that you’re using to support your initiatives, like the annual category-specific commercial initiative? ZV: Yeah, so when we talk about those annual category initiatives, a lot of the time it’s what type of information is the seller going to need in order to communicate this directly to the customer. And then from that position, we then take a look at, okay, what does the customer know and what does the customer not know? Meaning is this a complex problem that they have? And does this require. Certain materials. Does this require video in terms to explain a very intricate processes that requires a little bit more knowledge and education building versus, you know, some of the more simplified versions, which are, what is the content that we need to get in front of a potential customer to, again, explain the value proposition of what problem we’re solving for them? So we’ll do an audit of what specific materials do we currently have within our database? And then understand whether this is going to be a new build, or do we have something that we can fast adapt where we have information that is about, you know, 60% relevant and we have to do a little bit of personalization specific to the category. Or the initiative that allows us then to get to market a little bit quicker. It also helps, I’ll say this, it also helps because you can then start focusing your dollars, so your marketing budgets more efficiently, because now I’m focused on dollars that are specifically to attract customers rather than developing some of those materials. So those are some of the relevant pieces we look at when we’re trying to come up with these strategies. SS: Got it. And you recently started using the initiative scorecards to measure the impact of your go-to-market efforts. How are you using or planning to use these insights to assess the performance of your initiatives and, and really optimize your go-to-market success? ZV: Yeah. So when initiatives came out, my colleague Paul Higgs and I, were in Seattle for the Spark Conference last year in 2024. And when it got rolled out, I elbowed Paul when we were sitting in one of the sessions and I said, this is it. I can now align this with campaigns. I really hope they’re gonna tell me that I can align this stuff with campaigns, and I know that Highspot is working on that, but really that’s, you know, because I’m looking at it from like an end-to-end solution. So what information are we doing or what activities are we doing to help inform customers at the begin, which is, you know, really building that pipeline for customers, whether they be existing customers that people that we know, or they’re new customers that we’re trying to attract. And then as we push them through that funnel, we’re, you know, getting some engagement with them. We’re communicating with them, whether that be on a digital platform or not. And then once we’ve warmed those leads up, or once we’ve provided some of that context to the sellers, any of those leads that now have converted where they’re looking for some type of sales outreach, we’ve now got a plan. Which is our sales play that the sellers can then leverage. And so then we can measure that activities all the way through. So now I can say, okay, a year from now when we’re looking at launching a new product in a new specific market, I’ve now got some data to say, here’s the type of effort that’s gonna be required in order to get the results that we’re looking for. And previous to this, we didn’t have that. And so this is like quite a big win for us in terms of the Marco function, which is we can really partner with the business and say, you know, and provide some insights to them that, that now go from, you know, from ideation all the way through to commercialization and opportunities that are now being won and customers that are purchasing the product and having some success with it, we’re now able to say, okay, here’s the effort that’s gonna be required. And again, communicating that throughout the organization, through a system like our CRM system is salesforce.com. So again, like that close integration between those two, that was obviously a big selling feature for us of making sure that we keep all that information within the same ecosystem because it allows for decisions to be made in a quicker, more streamlined fashion. SS: Absolutely. How are you going about socializing and actioning the insights that you’re starting to glean from the Initiative Scorecard? ZV: I’m gonna say I’m probably pretty lucky in this respect where part of our organization we have. Business planning meetings that we have on a monthly basis, and part of those business plan meetings is we socialize and we communicate the results from these initiatives that we have. So it’s already built in. The good thing is, is that I’m not telling necessarily a story. I’m providing data. And then providing context around the data. So the data is the story, and now what I’m doing is simply providing the context to say, Hey, this is why these initiatives are moving in this direction. These are why these initiatives are moving in this direction. Here’s the course correction that we would need. And again, that’s a collaborative approach. So. All the different functions are in there, so it comes across as quite collaborative within the organization where we’re all singing from the same song sheet and all rolling in the same direction. SS: I think that that is an amazing win in and of itself. And long term, what value do you believe the initiative scorecard can bring to your organization? How do you see it helping you achieve your goals? ZV: Number one is very much aligning. I. Our go-to-market strategy with the initiatives that we understand that the organization has identified as being the ones that are going to be key on an annual basis. Then having those key initiatives merchandised in an initiative, and then that initiative attached to a sales play, a sales play that then has all the different assets that all of that stuff is now rolling up. So now we can take a look at all that effort that we’ve. Communicated and created specifically for end user customers and then also our internal customers. So our sales teams and any of the other functions that need to be aware of the initiatives. All that rolls up together and now we’re able to communicate that out to the audiences. SS: Amazing, amazing. I love that. Since implementing Highspot, what business results have you achieved and do you have any wins you can share? ZV: Yeah, there’s a couple wins I can share. I’d say the biggest win for us internally within our sales org is we had a very decentralized process in terms of where materials were stored and housed and, and how sellers would actually access it. And as a result of that, we had a lot of noise within the Marco function of sellers and sales directors, where can I find this? Where can I get this? How do I get this? How do I get that? That has virtually been eliminated, which in and itself allows any of the functions that are working on these commercial initiatives now to focus more their attention on, okay, analyzing results, understanding where we have. Gaps in our portfolio in terms of what information we can provide our sellers, which then roll up to our customers. And I’d say like the, the secondary one now that we’re, myself and Paul are working on, is really embedding this in the ways that we work. So really focusing on how can we deliver some of these. Materials and these insights and these assets directly to our sellers in the systems that they operate in. So a little bit of a uphill climb, I would say, for our sellers in that we’re transitioning more to a Salesforce-driven operation versus more of the traditional telephone email. Processes that they’ve been involved in, there has been some noticeable changes. So one of the things that I can absolutely share with you is that since implementing Highspot, we have seen a 36% increase in our win rate When we have our sellers share content through the system, we’re looking obviously to expand on that. Coming in the rest of 2025 and then really, really drive home the sales plays that we are utilizing that support those commercial initiatives. And again, we’ve got very good alignment from the executive team in that they all understand that this is where the sellers and any of the functions that are involved in working on the commercial initiatives, this is where all the information is going to be stored and this is how it’s gonna be, uh, communicated out to our customers. SS: Amazing. Last question for you, Zoran, to close. What is the biggest piece of advice that you would give other marketing leaders looking to lead, go-to-market initiatives that really deliver measurable outcomes? ZV: Get alignment with your executive team. That is the biggest aha moment I had when we were implementing Highspot. And then once we implemented, once we understood how this could alter and guide our sales process. To support these commercial initiatives. It was very much like hand-in-glove type of, uh, alignment where the initiatives are being communicated to the various groups that are supporting them. And then we’re providing those assets to support those initiatives in a manner that makes it efficient. And I think that’s kind of like the biggest thing is where you can gain efficiencies. You should because there’s the one commodity that you can’t buy, which is time. And then the other commodity is people’s attention. So if you can get people’s attention, because these are the things that are important, and if they’re important to the executive team, that likely means they’re gonna be important to the people that report into the executive team, so that definitely helps. That would be probably my biggest piece of advice get alignment with your executive team and be very, very clear about here’s how this particular solution can help meet those goals that you have. SS: I love that. And to your point, having that conversation underpinned with the data just makes it a much more real conversation that the business can then optimize again. So I love that advice. Thank you again so much for joining us. I really appreciate the time. ZV: Thank you for having me. SS: To our audience, thank you for listening to this episode of the Win-Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

This episode is sponsored in part by Dalia—Talent teams are sitting on a powerful asset: candidate and lead data in their CRM. But knowing how—and when—to convert those leads into applicants and hires? That's the hard part. That's why Dalia is offering a free CRM Audit to help you unlock more value from the systems you've already invested in.…. Go to dalia.co/rectechcrm to get your free CRM audit today AND by jobcase, Jobcase is an online community where workers of all kinds – like hourly employees, tradespeople and healthcare technicians – access jobs, make connections, and support each other in any aspect of their work life.Visit jobcase.com/hire and tap into their 120 million strong  job seeker network First up…The CEO of Indeed is moving on, he shared a blog post this week with the news. https://hrtechfeed.com/chris-hyams-stepping-down-as-ceo-of-indeed/ MIAMI — Ehave, Inc., announced the acquisition of AIHeadHunter, an artificial intelligence-powered recruitment platform, through an asset purchase agreement. The transaction marks a significant step in Ehave's strategic shift toward becoming a developer and operator of applied AI solutions. https://hrtechfeed.com/ai-headhunter-software-acquired-for-10m/ San Francisco, CA – June 2025 – Leading payroll and HR company Deel announced today that it surpassed a $1 billion run rate in Q1 2025 — a significant milestone achieved in just six years since its founding. This accomplishment underscores Deel's rapid growth, global scale, and unwavering commitment to enabling the global future of work. https://hrtechfeed.com/deel-reaches-1-billion-revenue-run-rate/ Greenhouse, announced the launch of Real Talent, a solution designed to address the high costs and growing risks of spam, fraud and cheating in hiring. This solution provides recruiting teams with tools to quickly sort and filter job candidates into a tiered inbox based on their application quality and the likelihood of fraudulent or spam activities. https://hrtechfeed.com/greenhouse-adds-features-to-combat-fraud-in-hiring/ UKG, a leading provider of HR, payroll, and workforce management solutions, today announced the acquisition of Shiftboard, a leading employee scheduling software platform for mission critical operations in the oil and gas, energy, and manufacturing industries. Trusted by BASF, Bridgestone, Daisy Brand, and Shell, Shiftboard helps organizations solve their complex workforce scheduling challenges, such as aligning their labor strategy with production demand, supporting compliance with union regulations, and ensuring 24/7 operational continuity, while also enhancing frontline employee engagement and job satisfaction.  https://hrtechfeed.com/ukg-acquires-shiftboard/  

This summer, I am not focused on launching something new. I am focused on building something essential: playbooks. Clear, step-by-step documentation that makes our business run smoother, with or without me. Dan Martell's book Buy Back Your Time reminded me that real freedom comes from documented systems, not just delegation. And my friend Stacy Tuschl challenged us to not just build playbooks, but to test them. That hit hard! The truth is, I learned this lesson the hard way. One of my team members broke her foot during a major launch and suddenly we realized she was the only one who knew how to do a few key crucial elements of her job. From that moment on, I knew that if we wanted peace, to grow with ease, and to actually protect our people, we had to build the playbooks for each role. So, come along this journey with me while I explain what a playbook is, how we're building them out, and how we're testing them! Goal Digger Facebook Community: https://www.facebook.com/groups/goaldiggerpodcast/ Goal Digger Instagram: https://www.instagram.com/goaldiggerpodcast/ Goal Digger Show Notes: https://www.jennakutcherblog.com/optimize-your-business-systems-with-playbooks Thanks to our Goal Digger Sponsors: Get $25 off your first purchase at http://therealreal.com/goaldigger. Sign up for your $1/month Shopify trial period at http://shopify.com/goaldigger.  Find a co-host today at http://airbnb.com/host.  Move deals faster with an AI powered CRM your team will actually use. Visit https://monday.com/crm to learn more. Deposit or spend $5,000 in 90 days to earn up to $500 in rewards at ⁠mercury.com/goal⁠. Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard. Working capital loans provided by Mercury Lending, LLC NMLS ID: 2606284.

Ladies, this is a must-listen if you're trying to take back control of your energy, mental clarity, and hormonal health. In this repurposed episode, I'm joined by Dr. Mindy Pelz, a fasting expert and women's health advocate. She breaks down why women need to fast differently than men and how your cycle, stress, and sleep habits increase your motivation. We talk about the exact windows for optimal fasting, how to tune into your body's phases, and MORE. Discover how fasting can elevate your productivity and motivation. Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS 00:00 How your health as a CEO impacts the growth of your business.  08:00 What Dr. Mindy discovered when typical health tips stopped working. 10:45 The physical and mental changes that happen when fasting correctly. 12:30 How does your body switch from sugar-burning to fat-burning mode? 15:00 The best and worst times in your cycle to fast. 21:30 Tips for first-time fasters and women with high stress or poor sleep. 25:45 How to match your fasting plan with your hormonal phases. 35:45 The impact of fasting on mood and motivation. 40:30 What to do differently during each phase of your cycle. 46:30 How to get better sleep while fasting. 51:00 The #1 thing to do to increase fat burn and reduce cravings. RESOURCES Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharderFollow glōci: @getgloci

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training What if scaling your agency wasn't about adding clients—but building a community that fuels growth from within? During Covid lockdowns, today's featured guest felt the need to turn his clients into a community, hosting events where they could get to know each other and build relationships. To this day, it remains one of the best changes he's introduced at his agency. With a dedicated community, a focused niche, and a cap on the amount of clients the agency takes, he created a sense of exclusivity that turned his agency into a “category of one” business that continues to thrive. Join us as he unpacks how his agency journey began, how he accidentally ran into his exclusive niche, and the ways he found to turn clients into members. Oli Luke is the founder of Orange & Gray, a hearing healthcare marketing agency that's not just thriving—it's become a “category of one.” He shares how going ultra-niche, building a true community, and capping client growth actually led to bigger success. His story offers agency owners a powerful blueprint for growth by focusing less on volume and more on depth. In this episode, we'll discuss: The power of creating scarcity. Choosing community over clients. Why client selection will save you headaches. Using AI to have a bigger impact with clients.  Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Creating Category Leadership with Your Agency Oli started in the marketing world as early as fifteen years old, running a “questionably illegal” business that relied on marketing savvy more than morals. That spirit of experimentation, however, continued to evolve into something far more focused and in 2017 he launched a niche agency focused solely on hearing healthcare. Like many agency owners, Oli knows the pain of being a generalist—serving anyone and everyone just to keep the lights on. But once he committed to a hyper-niche model, everything changed. “We help a very specific type of business,” he explained. “There's only about 2,000 potential clients in the world for us. So we're not looking for quantity—we're looking for quality.” According to Oli, once you're playing in such a specific arena, you're playing against maybe three competitors, which helps you become very good at that sweet spot. By focusing on a tight, underserved market, Oli's agency was able to create a “category of one” positioning. It wasn't just another agency—they were the agency for hearing healthcare and that kind of positioning is gold. The Power of Capping Growth and Creating Scarcity Here's something you don't hear every day: Oli has no plans to scale his agency to the moon. In fact, he's capping it at 100 clients. “We don't want more. We want depth of relationship,” he said. This kind of intentional limitation creates natural scarcity and urgency and real, earned exclusivity. Prospects know there's a limit, so they know if they leave coming back will mean paying significantly more. It's a model Seth Godin once praised: deep focus, selective intake, and high trust. Oli's clients know they're one of the few, which raises the bar for everyone—team, clients, and prospects. Community Over Clients: How COVID Changed Everything Oli's most unexpected move—and perhaps his most impactful—came during COVID when, like many agency owners, he had to rethink everything. Prior to that, he ran a very traditional agency, with one-to-one relationships with clients that mostly didn't know each other. This all changed during COVID, when amid the shutdowns and uncertainty, Oli's team started hosting weekly “campfire chats” to bring them together. That simple shift sparked a powerful transformation. “We almost pivoted from being just a marketing agency and to being a communications company,” he said. By bringing clients together, the bonds formed turned into something more powerful than any campaign. That organic community—born out of crisis—evolved into something deeper. Today, Oli's agency doesn't just have clients; they have members. And the community has only grown since the days of the campfire chats. For him, there's nothing more powerful than getting people together, especially in this new AI era where human connection will become increasingly rarer and more important. There are monthly calls, print newsletters, annual events, and even an Austin Powers-themed meetup in London for their U.S. clients. The community is more than a retention tool—it's a moat. Members feel like they're part of something elite, something valuable. It's not just about services; it's about belonging. Why Client Selection Matters As established, if you're running an agency and not building a community of your clients, you're missing one of the biggest strategic advantages available today. Yet, it may lead to competition – some of those clients won't want to be in the same room as their competitor. That's why your client selection matters. You can't afford to bring in clients who don't align with your values, even when you're in startup mode and tempted to say yes to everyone. Learning this will take some time, but it'll always be worth it because, more than just executing for them, you're making them part of something bigger—giving them access to relationships, tools, and strategies that help them grow. And that, right there, is what makes the difference. Finding a Niche... by Accident Like many agency owners, Oli didn't start with a clear niche. In fact, his entrance into the hearing care industry in the U.S. was totally accidental—through a client speaking engagement in Houston. Back then, he had a small marketing company in the UK and a client who was doing work as a speaker in the US hearing care industry and invited him to one of his events. There, Oli shared some ideas with the audience. Just tips that seemed obvious to him in the marketing industry but were eye-opening to his listeners in the hearing care industry. He was asked to help some in that audience implement these ideas and, before he knew it, he had found a niche. When the Market Shifts, Community Wins It's easy to panic when markets get weird. And let's face it—we're in a weird season right now. But the truth is, these “down” times are often where the biggest opportunities lie. Remember 2008? 2000? COVID? Each one of those eras had agency owners panicking—and also created massive opportunities for those willing to adapt. When your competitors pull back, you lean in. And it's not just theory. Community-first strategies during downturns can redefine your agency. They create stickiness, loyalty, and value beyond deliverables. People remember who helped them weather the storm—and they stick around. This is especially true for agencies that have found their ideal niche and have therefore found a way to be of significantly more value than just the doing. These agencies are in a position to lead their clients through these changes and provided much needed leadership. The AI Evolution: Smaller Teams, Bigger Impact There's a lot of noise about AI replacing agencies. But let's get real: Agencies aren't going away. They're just changing. At the end of the day, agencies are the middle man between someone having a problem and arriving at the solution. People will still need help, they'll just be able to do more with less people. What used to take 100 employees might now take 30—or even 10. The work doesn't vanish—it evolves. It becomes smarter, faster, and more strategic. You still need strategy. You still need people making decisions. But with AI, your execution becomes more powerful. And your clients know this. They're not oblivious. Bigger brands are already coming to agencies saying, “We want the same output with fewer people—powered by AI.” If you're not ready to answer that call, you'll get left behind. That's why understanding AI—and being able to communicate your expertise in it—is going to be a game-changer. Supercharged Workflows with AI Agents One of the ways agencies should start leveraging AI is by creating their own internal AI agent using ChatGPT. For instance, you can use it to train that agent with: Case studies Client challenges CRM data Brand voice Once you do that, share it with your team so they can start using it to write a blog post, a LinkedIn update, or any kind of content—and it generates something better than most humans would. This is where the future's headed. Not to replace humans—but to empower your team with incredible leverage. You're not building a bot to do your job—you're building a smarter team that gets more done. One More Tip: Start a Podcast Even with all his experience and success in choosing a niche, creating community, and using AI, Oli maintains that starting a weekly podcast was the best move he ever made for the business. It drove client attraction, retention, education, and brand recognition. And with AI, it's never been easier to create high-quality content consistently. If you're not creating content—especially in podcast form—it's time to rethink your strategy. Want to Build an Exclusive, Scalable Agency That Clients Line Up For? Our Agency Blueprint helps you identify growth bottlenecks, build community-driven strategies, and position your agency as a category of one.

Send us a textBPM has undergone a notable transformation, shedding its earlier complexity to become a powerful asset in ad-hoc CRM scenarios, particularly for industries with sophisticated customer engagement needs. While traditional CRMs suffice for straightforward use cases, they often falter when faced with rigid data structures that don't align with complex, customer-centric workflows. In these instances, more flexible CRMs become essential, offering not just a viable alternative but often the only workable solution. The convergence of project management capabilities with sales and marketing processes has further elevated the value of certain CRM platforms, creating a seamless operational flow that gives them a distinct advantage. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Creatio's capabilities. We covered many grounds including where Creatio might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Creatio.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

SaaStr 804: AI and The Future of Sales, Marketing & CS with HubSpot CEO Yamini Rangan Join us as HubSpot's CEO Yamini Rangan delves into the dynamic landscape of SaaS, discussing the rapid transformations driven by AI. In this insightful session, Yamini shares her experience with pivoting HubSpot's roadmap after the advent of ChatGPT, the increasing role of AI in product development, and the evolving customer expectations. Gain valuable insights into creating urgency, leveraging AI to enhance productivity, and the importance of a unified partner ecosystem. Perfect for entrepreneurs and SaaS founders, this episode underscores the necessity of adaptability, curiosity, and a growth mindset in today's tech industry. -------------------------------------------------------------------------------------------- This episode of the SaaStr podcast is sponsored by: Attio This episode is brought to you by Attio — the AI-native CRM. Connect your email, and Attio instantly builds a powerful CRM - with every company, contact and interaction you've ever had. Get 15% off your first year at https://attio.com/saastr -------------------------------------------------------------------------------------------- -------------------------------------------------------------------------------------------- This episode of the SaaStr podcast is sponsored by: Attention.com Tired of listening to hours of sales calls? Recording is yesterday's game. Attention.com unleashes an army of AI sales agents that auto-update your CRM, build custom sales decks, spot cross-sell signals, and score calls before your coffee's cold. Teams like BambooHR and Scale AI already automate their Sales and RevOps using customer conversations. Step into the future at attention.com/saastr   --------------------------------------------------------------------------------------------

Julie Deem shares how limiting beliefs prevent you from having a meaningful life.Episode Highlights:Common struggle of feeling stuck and disconnected from one's purpose.Damaging effects of perfectionism and the importance of embracing imperfection.Learn to practice self-love and forgiveness.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 episode, Jackson Ellis hosts Shensi Ding, the co-founder of Merge, a unified API platform that simplifies B2B integrations across categories like HR, accounting, and CRM. Shensi shares her journey, the playbook behind scaling a developer-first GTM motion, and how the best founders balance product intensity with storytelling. Tune in to hear about: - How Merge built a category-defining product by focusing on the "plumbing" behind software - Why developer empathy and real documentation became their biggest competitive moat - The challenges and wins of fundraising while scaling in a crowded API ecosystem

Imagine this: one single book that acts like a 24/7 lead magnet, builds trust with your audience before they even meet you, and quietly funnels dream clients and customers into your world… all while you're off living your life. Yep, that's the magic of what we're talking about today: how a book isn't just a passion project, it can be your smartest business asset. Learn How To Launch Your Book to Bestseller Status in 3 Easy Steps at http://www.selfpublishing.com/jenna!  Chandler Bolt is the CEO of SelfPublishing.com, a 7x best-selling author, a Forbes 30 Under 30 honoree, and a straight-up wizard when it comes to helping people write and launch books that actually make an impact AND an income. If you're brand new to the idea of writing a book and want to start from square one, be sure to check out our past episodes together: Episode 645 and Episode 759! Today, we're diving into the biggest mistakes entrepreneurs make with book funnels, how to use your book to grow your email list (without spending all day on Instagram), and why publishing could be the most leveraged move you make this year! So if you've got a message to share and a business to grow, grab your favorite pen (because yes, this one's a note-taker), and get ready to map out your book funnel blueprint. And if this conversation gets your wheels turning (trust me, it will): be sure to sign up for Chandler's free class at http://www.selfpublishing.com/jenna! Goal Digger Facebook Community: https://www.facebook.com/groups/goaldiggerpodcast/ Goal Digger Instagram: https://www.instagram.com/goaldiggerpodcast/ Goal Digger Show Notes: https://www.jennakutcherblog.com/selfpublish3  Thanks to our Goal Digger Sponsors: Get $25 off your first purchase at http://therealreal.com/goaldigger. Sign up for your $1/month Shopify trial period at http://shopify.com/goaldigger.  Find a co-host today at http://airbnb.com/host.  Move deals faster with an AI powered CRM your team will actually use. Visit https://monday.com/crm to learn more. Deposit or spend $5,000 in 90 days to earn up to $500 in rewards at ⁠mercury.com/goal⁠. Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard. Working capital loans provided by Mercury Lending, LLC NMLS ID: 2606284.

Dime qué piensas del episodio.Ismael Valdez, IG: @ismaelvaldezceo  fundador y CEO de NexGen Air & Plumbing, un hombre cuya historia redefine lo que significa venir desde abajo. Desde una infancia difícil, marcada por la ausencia materna y la distancia emocional de su padre, hasta convertirse en una referencia en la industria de servicios para el hogar en Estados Unidos, Ismael es el ejemplo claro de que la adversidad puede ser un catalizador. En este episodio recorremos su camino desde sus primeros trabajos en el mundo de los oficios, pasando por las complejas decisiones al emprender y escalar empresas millonarias, hasta cómo vendió NexGen generando más de 100 millones de dólares. Sigue Cracks Podcast en YouTube aquí."No necesitas ser el mejor. Solo necesitas a los mejores."- Ismael ValdézComparte esta frase en TwitterEste episodio es presentado por Salesforce, el CRM de IA número uno en el mundo y su nueva solución, Agentforce y por Diri Movil la compañía de telefonía que ha revolucionado la forma en que miles de mexicanos nos mantenemos conectados.Qué puedes aprender hoyComo usar la rabia a tu favorEl negocio de los "Trades"Como pensar del dinero en un negocio*Este episodio es presentado por Salesforce, el CRM de IA número uno en el mundo.Su nueva solución, Agentforce, no es simplemente un asistente digital. Es una suite de agentes autónomos diseñada para trabajar codo a codo con los equipos humanos, combinando datos unificados y capacidades avanzadas de IA para llevar a cabo tareas de forma autónoma o colaborar con los empleados en tiempo real. Salesforce integra todos tus datos en un solo ecosistema de IA. Los agentes de Agentforce pueden analizar y actuar sobre la información de cada cliente de manera segura y confiable, transformando cada rol y flujo de trabajo para alcanzar una escala operativa sin precedentes.Revoluciona tu negocio con Salesforce en cracks.la/agentforce*Este episodio es presentado por Diri Móvil, la compañía de telefonía que ha revolucionado la forma en que yo y miles de mexicanos nos mantenemos conectados.Puedes tener 40 gigas por solo $289 pesos al mes y gestionar todo lo que necesitas para tus dos líneas desde la app, sin costos ocultos ni plazos forzosos.La cobertura es excelente hasta en eventos masivos.Además, si migras tu número actual Diri te duplica los datos por un año. Por sólo $289 al mes, tendrás 80 gigas y redes sociales ilimitadas todo un año. Por escuchar Cracks, Diri te regala 7 días de servicio ilimitado para que pruebes su servicio. Sólo dirígete a diri.mx/cracks Ve el episodio en Youtube