Podcasts about CRM

Key Topics Covered:-How to score and segment your clients using real engagement metrics.-The difference between gut instinct and data-driven decisions.-CRM limitations and how to work around them.-Ways to use data to both increase and protect your revenue.-Why private equity firms and bankers are demanding better firm data.Whether you're looking to serve your clients better, optimize your workflows, or prepare your practice for growth or sale, this episode is packed with insight and actionable ideas. Tune in to learn how tracking the right data today can shape the future success of your business.

In this powerful and no-fluff conversation, George welcomes data-driven entrepreneur and Air Force veteran Collin Graves to unpack the truth about why “Data Over Drama” is the lifeblood of any successful business. With nearly two decades of experience and a portfolio of companies under his belt, Collin breaks down what data really is, why it matters, and how entrepreneurs can (and must) build a relationship with it—before they're forced to.This episode is a masterclass in how to think like a visionary while operating with intention, precision, and sustainability. If you're serious about scaling without losing your sanity (or shirt), this is your blueprint. What You'll Learn In This EpisodeWhy drama-based decisions kill businesses—and how data can be your safety net.The real reason most entrepreneurs fail (and how to avoid it).How to start building a healthy, actionable relationship with your business data—even if you hate spreadsheets.How AI tools can be leveraged to delegate smarter, not harder.The difference between busy work and deliberate work (and why one builds empires).How understanding your numbers can unlock true creative and operational freedom. Key Takeaways✔️Every business problem is a data problem. You already have the answers—you just need to uncover them.✔️The grind is not about busy work—it's about deliberate work. Knowing your data allows you to make smarter, faster, more sustainable decisions.✔️Entrepreneurship is about capital allocation. Time, money, energy—it's your job to invest these wisely.✔️You can love the grind AND be smart about it. Use tools like AI and outsourcing to stay in your zone of genius.✔️Track the flow of your dollars. From sales to customer service to fulfillment—data tells the full story.✔️Don't build a business blind. Start looking at your numbers weekly or daily, even for just a few minutes. Timestamps[00:00] – Meet Collin Graves—data expert, Air Force vet, entrepreneur since 2007[04:00] – Why data is the new oil (or gold) in the age of AI[07:00] – Every business problem is a data problem[11:00] – The cruise ship analogy: small inputs > big overcorrections[15:00] – Knowing your numbers: what matters and why[19:00] – Learning data the hard way vs. by choice[24:00] – Building a relationship with data—what that looks like[30:00] – Two types of entrepreneurs—and who survives[35:00] – What the military teaches you about business (and life)[41:00] – Delegate or die: capital allocation and burnout[46:00] – Micro-decisions and unexpected breakthroughs[52:00] – Why now is the best time to start a business[58:00] – Final words of wisdom and how to connect with Collin Your Challenge This WeekLook at your data.Spend 5 minutes every day this week reviewing one dashboard: your bank account, email open rates, social media insights, or CRM. Start building a relationship with your data—so you're not making decisions in the dark.Connect with CollinOn LinkedIn: linkedin.com/in/collingravesCheck out North Labs: northlabs.io Join The Alliance – Surround yourself with data-driven, heart-centered entrepreneurs who scale with clarity and intention inside the Relationship Beats Algorithms™ community.Apply for 1:1 Coaching – Ready to stop guessing and start growing? Get personalized support to build a business powered by real metrics and sustainable strategies.Live Events – Learn how to lead with both your heart and your numbers. Get in the room where lasting impact (and powerful decisions) are built: mindofgeorge.com/event

If you're struggling to make it as a seller, you may be unknowingly doing things that a top performer would never do. To help you figure out what you may be doing wrong, I'm going back to episode 1831 with my chat with Andrew Barbuto, a seasoned sales professional and author. He shares five things that top-performing sellers always do to help them succeed in finding clients and closing deals. Andrew Barbuto's BackgroundAndrew Barbuto is an accomplished sales professional and author with a deep understanding of the intricacies of top-performing sales strategies. He shares his sales methodologies in his insightful book, “Top Sales Producer: How To Crush Your Sales Quota.” Andrew's commitment to excellence in sales makes him a valuable resource for anyone aspiring to elevate their sales performance and effectively manage their client interactions.Key Practices of Top PerformersAndrew shares the five things that top performers do differently than average performers. 1. Time Management: Top performers allocate their time to maximize revenue-generating activities. Start early on your work tasks and focus only on the ones that bring in money. Also, don't forget to put the phone down to help avoid distractions.2. Research: You may find researching on a specific client to be long and boring, but it's one of the most important tasks top performers do. Andrew explains that rather than adopting a broad approach, successful sellers conduct targeted research to identify and connect with the right prospects. 3. Meeting Preparation: You can avoid generic questions and tailor conversations to address specific needs by coming to a meeting prepared. This is why it's important to research a prospect before contacting them. 4. Prospecting Activities: Andrew recommends employing a multi-channel approach with at least seven touch points, including phone calls, emails, and LinkedIn messages. This persistence helps in turning cold prospects into warm leads.5. Leveraging CRM: Creating detailed notes will allow you to maintain contact with prospects and provide personalized value to each one of them. You can do this by using a CRM system to help strengthen your client relationships. “Top producers typically will try to allocate as much time as they possibly can to revenue-generating activities.” – Andrew Barbuto.Resources Learn more sales tips from Andrew from his book,“Top Sales Producer: How To Crush Your Sales Quota.”Follow Andrew on LinkedIn and YouTube. Download Andrew's cold outreach strategy to book more clients. If you like more guidance with improving your sales skills, join my Sales Mastermind Class.Thinking about starting a podcast yourself? Learn more about Blue Mango Studios. Sponsorship OffersThis episode is brought to you in part by Hubspot.With HubSpot sales hubs, your data tools and teams join a single platform to close deals and turn prospects into pipelines. Try it for yourself at

Scott Hansen joins Dustin Burleson on The Burleson Box to share his journey from growing a family orthodontic practice to building LeadSigma, a CRM and AI platform transforming how dental and orthodontic practices manage new patient leads. Together, they explore what most practices miss when it comes to follow-up, why “boring” tasks like answering the phone matter more than ever, and how smart automation is unlocking a new era of growth and efficiency.What You'll Learn in This Episode:How Scott tripled his mom's orthodontic practice and sold to Smile DoctorsThe origin story of OrthoChats and how it became Professional Chats Why most CRMs don't work for dental and ortho teams—and how LeadSigma is differentThe key metrics that indicate your practice is leaking new patient leadsHow AI voice agents can answer phones, schedule appointments, and never miss a leadWhy fast follow-up (within seconds, not minutes) boosts conversion rates by over 30%What the best practices are doing to build a Per Se-level patient experienceWhy focusing on “boring but essential” systems is the path to real, scalable growthResources & Mentions:LeadSigma.comUnreasonable Hospitality by Will GuidaraLevel the Curve by Oliver Gelles and Dr. Jamie ReynoldsRuby ReceptionistPer SeShoutouts to Jay Geier, Dan Kennedy, John Carlton, and OrthoFiConnect with Scott Hansen:LeadSigma.com — Learn more and schedule a demoLinkedIn: Scott HansenConnect with Dustin Burleson:BurlesonSeminars.comInstagram: @dustinburlesonseminars Subscribe & Review:If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership. ***The Burleson Box is brought to you by Stax Payments:Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance.
Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.Click Below to Lear More Today:StaxPayments.com/burleson-seminars*** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com

Price objections, flaky subs, and clients asking for discounts?We've all been there

Key Topics Covered:-What buyers can do to become “preferred” with intermediaries and sellers.-Timeline expectations from LOI to purchase agreement.-How financing, compliance, and legal factors can stall (or kill) deals.-Why CRM/data integration is often overlooked - but critical.-The power of clear workflows, automated systems, and back-end earnout strategies.-When and why it's smart to “overpay” for the right practice.Tune in to learn how to protect your transaction, accelerate integration, and ensure long-term success.Whether you're a financial advisor considering a future exit or a buyer looking to scale smart, this episode will give you practical insights into how to successfully close - and integrate - a wealth management practice.

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/adcampaignEn este episodio te voy a hablar de la motivación de una forma práctica, objetiva y sin necesidad de mensajes baratos y cursis. Hosted on Acast. See acast.com/privacy for more information.

Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM tools, and explain the rollout timeline from July through September 2025. The episode aims to reduce anxiety about the upcoming changes by showing exactly what users can expect when the new platform becomes their default experience.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:22) - Initial Impressions and User Reactions (05:59) - Exploring the Dashboard Features (15:01) - Understanding the Business Feed (23:09) - Reports and Financial Planning (26:27) - Integrations and My Apps Section (27:48) - Introduction to My Accountant Tool (28:28) - Navigating the Accounting Section (28:50) - Exploring the Expenses Section (29:23) - Sales and Payment Methods (33:18) - Customer Hub and CRM Tools (34:05) - Payroll and HR Features (35:41) - Time Tracking and Projects (36:41) - Inventory and Sales Tax (37:19) - Business Tax and Lending (42:03) - Interface Updates and Bookmarks Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comRightTool: righttool.app, use coupon code ROYALWISE for 20% off the paid version.Alicia's QBOA for ProAdvisors class: http://royl.ws/QBOA?affiliate=5393907Alicia's QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907Dan's “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPHDesktop Conversion Spreadsheet Differences - https://snip.ly/DTMXLSheet Converting Payroll Blog: https://www.schoolofbookkeeping.com/blog/PayrollPaymentsMigrations QB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 

This week on The Data Minute, Peter sits down with David Zhou, Head of Investor Relations at Alchemist Accelerator and the host of Superclusters, for a deep dive into how LPs choose, and say no to, emerging managers.David shares what hundreds of GP conversations have taught him about building trust and avoiding the "sea of sameness.” They talk about why charisma can be learned, how LPs think about relationship-building versus returns, and why fund managers should spend less time pitching and more time listening. Plus: the strange origin of venture capital as we know it, the story behind a viral LP blog post, and how tracking birthdays, gifts, and “fun facts” can help you raise your next fund.It's fast, it's tactical, and it's exactly the kind of honest LP feedback GPs rarely get to hear.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/Chapters:01:35 – LinkedIn bios, authenticity, and under-optimizing for SEO02:43 – Why David might remove “angel investor” from his profile04:50 – Saying “LP” out loud: the weirdness of deal flow labeling06:10 – Sourcing, picking, and winning: how LPs assess fund managers08:50 – What makes an “emerging” manager, really?10:13 – Should LPs invest in a firm—or just fund one?11:55 – The myth of quick markups, and why LPs think long13:23 – Pattern-matching vs. patience: how LPs develop taste14:55 – The Odysseus strategy: when to say no (even to great funds)17:47 – Why humility and honesty work better than fake urgency19:20 – Do some LPs still think venture capital is “art collecting”?21:10 – Helping LPs understand: is it worth being the educator?23:00 – First-time managers, first-time investors, and the long runway25:38 – Breaking into Middle Eastern LPs: no first meeting should be transactional27:45 – What hospitality looks like in cross-border fundraising29:20 – The power of thoughtful gifts—and CRM columns that matter31:14 – Should emerging managers stand out… or just be deeply human?32:32 – Whelming vs overwhelming: what LPs remember33:33 – Developing taste: why it matters for GPs too34:50 – The Dream High framework: who commands attention in a room?36:40 – Is charisma innate—or can it be learned?38:23 – Measuring growth in 15-year cycles40:00 – Common advice David gives insiders vs outsiders41:55 – Advice for “logo shoppers” and the risk of performative decks44:08 – Reality distortion fields and the allure of being “the only one”46:00 – Confidence vs clarity: do LPs actually buy better?48:18 – How many GPs does David see per year? (Spoiler: it's hundreds)50:50 – The blog post that went viral: Non-Obvious Emerging LP Playbook53:40 – Do we need more VC funds? Just one kind.54:36 – Pre-seed is the new Series A—but we still need first-check investors56:50 – Off-thesis bets: what LPs actually tolerate58:04 – A 70-20-10 approach to fund strategy01:00:14 – The one pitch meeting structure David swears by01:02:15 – How GPs should actually ask for feedback01:03:25 – Tailoring follow-ups and ending meetings earlyThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2025 eShares, Inc., dba Carta, Inc. All rights res

Today's guest is the Operations Manager at Greenhouse OS and has years of experience behind her within the industry, having worn multiple hats across her career.From sales to lettings, financial services to tech, and so much more, she has a vast amount of experience to share.In our conversation, we discuss CRM systems, training, blended fees, AI, and loads of other useful content that will help empower estate agents to be trusted experts.Do not miss this episode with one of the most well thought of people within our profession.

SaaStr 809: Why Enterprise AI Adoption Is Moving 5-10X Faster Than Cloud with Box's CEO and Co-Founder, IBM's VP for AI and SaaStr's CEO and Founder This conversation between Aaron Levie, CEO & Co-Founder of Box, Raj Datta, Global Vice President for Software and A.I. Partnerships at IBM and Jason Lemkin, CEO and Founder of SaaStr, covers the evolution from chat interfaces to digital labor models, the integration of AI to automate complex tasks, and the emergence of new paradigms for businesses deploying AI agents. Key topics include the distinction between AI agents and assistants, the development of proprietary data models, and the rapid pace of AI adoption. With real-world examples from companies like IBM and Box, this session offers insights into how AI is reshaping software ecosystems, enhancing enterprise capabilities, and potentially redefining market moats. ------------------ 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   ------------------   Hey everyone, we just hosted 10,000 of you at the SaaStr Annual in the SF Bay Area, and now get ready, because SaaStr AI is heading to London! On December 2nd and 3rd, we're bringing SaaStr AI to the heart of Europe. This is your chance to connect with 2,500+ SaaS and AI executives, founders, and investors, all sharing the secrets to scaling in the age of AI.   Whether you're a founder, a revenue leader, or an investor, SaaStr AI in London is where the future of SaaS meets the power of AI. And we just announced tickets and sponsorships, so don't wait! Head to SaaStrLondon.com to grab yours and join us this December in London. SaaStr AI in London —where SaaS meets AI, and the next wave of innovation begins. See you there!

During this episode, Santosh is joined by Adam Honig, CEO of Spiro.ai. During the conversation, Adam and Santosh discuss the limitations of traditional CRM systems and introduce an "anti-CRM" approach tailored for the industrial sector. Adam shares his experiences in sales and technology, highlighting how Spiro.ai uses AI to automatically collect and update customer data, reducing manual entry and improving sales productivity. The conversation also explores challenges in industrial sales, including generational knowledge transfer, technology adoption, and the need for practical, actionable insights. Key takeaways include the importance of proactive relationship management, the potential of AI to streamline sales processes, the need for flexible, user-friendly solutions that provide real value to sales teams, and so much more. Highlights from their conversation include:Adam's Background and CRM Experience (1:01)The Fundamental Flaws of Traditional CRMs (3:03)Proactive Relationship Management Explained (6:53)Why Focus on the Industrial Sector? (8:30)Actionable Insights and Business Impact (10:40)AI Adoption in Industrial Sales (12:53)Advice for Industrial Leaders on Digital Transformation (14:51)Common Sales Mistakes in Manufacturing (17:00)CRM 1.0 vs. CRM 2.0: What's Changed? (19:10)The Future of CRM and Systems of Record (23:22)Final Thoughts and Takeaways (24:33)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/

In this episode, we're joined by a hospitality tech powerhouse: Robert Dawson, Chief Strategist and Product Officer at IRECKONU.Robert shares his journey from front desk college job to C-suite, how he fell in love with the hotel industry, and why solving fragmented data problems became his mission. We talk all things AI, automation, data management, and CRM evolution — and what's making waves at HITEC this year.We talk about:Why the entrepreneurial section at HITEC is the place to beThe real opportunities (and limits) of AI in hospitalityWhat IRECKONU is doing to turn data into real guest engagementWatch the FULL EPISODE on YouTube: https://youtu.be/7X3r0-OPuWc This episode is sponsored by IRECKONU: https://ireckonu.com/Join the conversation on today's episode on The Modern Hotelier LinkedIn pageThe Modern Hotelier is produced, edited, and published by Make More MediaLinks:Robert on LinkedIn: https://www.linkedin.com/in/hospitalitytechnologyexecutive/IRECKONU: https://ireckonu.com/For full show notes head to: https://themodernhotelier.com/episode/180Follow on LinkedIn: https://www.linkedin.com/company/the-...Connect with Steve and David:Steve: https://www.linkedin.com/in/%F0%9F%8E...David: https://www.linkedin.com/in/david-mil.

In this solo episode, I share the story of my “house from hell” a painting job on an 80 year old stucco home that nearly broke me.From poor delegation and unsafe ladders to underbidding and painful client disputes, this project taught me the hard way how not to run a painting business, and ultimately gave me the foundation I needed to scale a real painting company.If you're trying to figure out how to grow a painting business, and lead like a true owner, this one's for you.What I cover in this episode:✅ The mistake that cost me more than money✅ Why painting is the least valuable thing I did✅ How to delegate better (and actually train your painters)✅ What happens when you underbid just to win a job✅ Mindset shifts that helped me go from struggling operator to actual CEOWant to scale your painting company without burning out like I did?

If you had millions of people using a product you spent years building, would you kill it?That's exactly what The Browser Company did with Arc.The internet backlash was intense, but cofounders Josh Miller and Hursh Agrawal saw that AI was about to make the web something you talk to, not just click into. The best home for that assistant was the thing that's already between you and the internet—the browser. And they realized they couldn't just duct-tape it on to Arc.One year of heads-down work later, the team launched Dia in beta, and people are raving about it. Dia is a sleek, fast, browser with AI at its core—it gets better with every tab you open, becoming more and more helpful with time. And even though it's still early, Josh and Hursh's big pivot looks like one for the ages.This week on AI & I, Josh and Hursh joined me for their first full-length podcast about their pivot from Arc to Dia. We talk through their decision-making process, the very public backlash the company faced, and the grit it took to stay the course. If you found this episode interesting, please like, subscribe, comment, and share! Want even more?Sign up for Every to unlock our ultimate guide to prompting ChatGPT here: https://every.ck.page/ultimate-guide-to-prompting-chatgpt. It's usually only for paying subscribers, but you can get it here for free.To hear more from Dan Shipper:Subscribe to Every: https://every.to/subscribe Follow him on X: https://twitter.com/danshipper Sponsor: Attio: Go to⁠⁠⁠⁠ https://attio.com/every⁠⁠⁠⁠⁠ and get 15% off your first year on your AI-powered CRM.Timestamps for Spotify:Introduction: 00:01:13The story of how Dan might've been the CEO of The Browser Company: 00:02:47The moment Josh and Hursh knew they had to walk away from Arc: 00:09:42How to handle the weight of the unknown in a pivot: 00:17:08The prototype-driven culture that kept The Browser Company alive: 00:23:31Why having a product loved by millions of users isn't enough :00:25:42The architectural decisions underlying how Dia was built: 00:33:29How Dia almost shipped without its best feature: 00:47:12The best ways people are using Dia in the wild: 00:51:18How Josh and Hursh think about competing with incumbents: 01:07:55How romanticism informs the product decisions behind Dia: 01:17:04Links to resources mentioned in the episode:Hursh Agrawal: @hurshJosh Miller: @joshmMore about Dia: https://www.diabrowser.com/ Writer and investor M.G. Siegler's essay about the AI browser wars: https://spyglass.org/ai-browser-wars/ 

Grow your short-term rental management business without burning out! In this episode, we unpack 13 actionable strategies to help you scale, from building referrals and optimizing Google presence to leveraging tools like AirDNA and creating content that drives results. Whether you're new or established, this episode is packed with must-know tactics. • Discover how signing up for Airbnb's co-host network boosts your visibility instantly • Learn how a CRM system and proactive outreach can unlock new client opportunities • Build strong referral pipelines with real estate agents, cleaners, and interior designers • Use data tools like AirDNA and PropWire to identify struggling listings and win them over • Scale faster with strategies like content creation, lease arbitrage, and even acquisitions These 13 strategies are your blueprint to scaling your short-term rental portfolio. From tech to teamwork and outreach to ownership, this episode will help take your business to the next level. Don't forget to subscribe, share, and explore the resources below to maximize your growth. Resource Links: Download the Growth Handbook: https://strriches.com/growth-blueprint/  Check out our videos on YouTube: https://www.youtube.com/@ShortTermRentalRiches Grab your free management eBook: https://strriches.com/#tools-resources Looking to earn more with your property (without the headaches)? Chat with our expert management team: https://strriches.com/management-services/

Have you ever felt like you're meant to do more than just clock in and out as a doctor? I sat down with Dr. Mona Sodhi and Dr. Marissa Caudill, two physicians turned entrepreneurs. They're not just doctors; they're real estate investors, tech founders, and visionaries who co-created Super Doc Tech to simplify and supercharge the business side of private practice. We talked about what it takes to leap from a traditional medical job into building your own dream practice. We dig into the struggles and mental shifts that come with launching something from scratch, and how embracing failure and taking messy action can lead to freedom and fulfillment. If you've ever dreamed of launching your own practice or want to take your current one to the next level, this conversation is your blueprint. Tune in and learn how Super Doc Tech could be the secret weapon that helps you streamline your business, boost patient experience, and finally practice medicine on your terms! “Once you get out of your comfort zone and take that leap of faith to do the thing that really lights you up, that's when you grow.” ~ Dr. Mona Sodhi In This Episode:- Dr. Mona's journey from traditional medicine to entrepreneurship- Dr. Marissa's path from psychiatry to private practice physician- How Super Doc Tech was born- The power of CRM and automation for private practice- How to start a successful business partnership- Leveraging technology for private practice growth- The importance of marketing in modern medical practices- How AI receptionists enhance efficiency and productivity- What makes Super Doc Tech stand out?- Advice for aspiring entrepreneur physicians- What are your unified impact and future goals?Download a FREE copy of my book: https://go.perfectweekmd.com Learn more about Super Doc Tech: https://superdoctech.com/ Connect with Dr. Mona Sodhi: Website: https://monarchconciergewellness.com/ LinkedIn: https://www.linkedin.com/in/drmona-sodhi Instagram: https://www.instagram.com/drmonasodhi/ Connect with Dr. Marissa Caudill: Website: https://www.theparentdoctor.com/ LinkedIn: https://www.linkedin.com/in/dr-marissa-caudill-995b3614 Instagram: https://www.instagram.com/the_parent_doctor/?hl=en Resources: ➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/ ➡️ Check out my programs - https://vikramraya.com/coaching-tab-revamp/ ➡️ Apply to become a Limitless MD -

In this riveting episode of the Millionaire Car Salesman Podcast, hosts Sean V. Bradley and LA Williams invite powerhouse guest Ted Horton. Together, they delve into the transformative potential of generative artificial intelligence in the automotive sales industry.  "What if you could do this in minutes instead of spending a month creating 1,000 videos?" - Ted Horton The conversation demonstrates how AI technology, particularly generative AI, can be seamlessly integrated to promote efficiency, optimize customer interactions, and ultimately drive sales. With a focus on utilizing generative AI for creating personalized video content, this episode decodes how businesses can leverage automated, customized communications to elevate their competitive edge. "People prefer video... Video increases read open rates, increases engagements, increases appointments, and increases shows." - Sean V. Bradley The central theme of this episode revolves around harnessing AI to augment dealership operations, particularly through personalized video messaging. By automating these communications, dealerships can maintain engagement with prospects and customers alike, enhancing deal velocity and building stronger relationships. "Video bridges the gap between information and emotion. It's no longer about pushing products. It's about building relationships." - Sean V. Bradley The discussion introduces Dealer Synergy AI powered by Gan AI, a robust partnership aimed at delivering this advanced technology to dealerships, emphasizing the significant gains in both customer satisfaction and sales figures. Tune in to explore the nuances of implementing such technology and hear firsthand success stories from industry leaders. Key Takeaways: ✅ Generative AI is revolutionizing automotive sales by automating and personalizing customer engagement through videos. ✅ Video communication vastly outperforms text and static mediums in customer interactions, which is crucial for dealerships looking to stand out in a crowded marketplace. ✅ Integrating AI with CRMs can create an omnipresent response system that elevates sales and enhances customer satisfaction. ✅ Language barriers are no longer an obstacle, as AI can generate personalized communication in multiple languages efficiently. ✅ Dealer Synergy AI offers a white-glove service that ensures seamless integration and operation of AI tools within existing dealership systems.   About Ted Horton Ted Horton is an accomplished executive specializing in enterprise-level sales with a focus on Fortune 100 and 500 corporations. With over 30 years of experience, Ted has been instrumental in advancing sales strategies and integrating cutting-edge technology within the corporate environment. He is a former executive with BombBomb, and currently holds a senior executive role at Gan AI, an innovative company leading the charge in generative artificial intelligence.     The Future of Automotive Sales: Embracing The Generative AI Revolution Key Takeaways: Generative AI as a Game Changer: Video isn't just the future; it's the standard for engaging the modern car buyer with AI-driven personalized video communications. Automation and Personalization Synergy: Combining AI with CRM systems ensures personalized, consistent follow-ups, hitting the sweet spot of automation and human touch. Unparalleled Competitive Edge: Embracing Generative AI technology in a dealership's arsenal is pivotal in creating an unfair competitive advantage, significantly increasing customer engagement and sales volumes. The automotive industry isn't just turning a corner with technological innovations; it's racing down a highway of revolutionary change. At the forefront of this transformation is Generative AI, a breakthrough poised to redefine how dealerships engage with customers. As highlighted in the lively discussion from the Millionaire Car Salesman podcast, Ted Horton of GAN AI and Sean V. Bradley unveil the profound impact of AI-driven video content on dealership operations, painting a future where AI doesn't replace human effort— it amplifies it. In this comprehensive exploration, we dive deep into how Generative AI is reshaping the automotive sales landscape, emphasizing its strategic integration for maximized value and efficiency. Generative AI: Reimagining Customer Engagement In today's rapidly evolving digital landscape, video content is no longer an option but an imperative. "The ability to record these avatars and have them automatically generated real time within seconds…accelerates deal velocity," Ted Horton emphasizes, illustrating the profound capabilities of Generative AI in dealership processes. By leveraging AI to create personalized, dynamic videos instantaneously, dealerships meet customers' growing expectations for immediacy and personalization, creating stronger connections and more profound engagement. Automated AI videos can now incorporate customer-specific data—like name, vehicle type, and more—into tailored communications. The result is not only an uplift in sales but a seismic shift in how relationships are formed and nurtured digitally. The phrase "Video isn't the future. It's the present" underscores the urgency of adopting such technologies. With statistics showing that video content dramatically increases customer engagement and conversion rates, it's evident that AI's role in crafting these interactions is not just advantageous but essential. CRM and AI: A Harmonious Blend for Success Central to the transformative power of Generative AI is its seamless integration with CRM systems. This synergy ensures consistency and personalization in outreach efforts. Horton notes, "Video AI," when combined with CRM automation, is like having an omnipresent BDC (Business Development Center), eliminating human errors and providing constant, tailored customer interactions. Essentially, AI orchestrates a symphony of data and communication, effectively automating what was once a manual and error-prone process. For dealerships, this harmony transcends traditional sales methodologies. As Bradley states, by "launching automation flows for easy each use case," dealerships not only streamline processes but elevate them—ensuring customers receive relevant, personalized content at every touchpoint. This strategic blueprint for AI integration into CRM systems not only enhances the customer experience but dramatically increases sales performance, offering dealerships a distinct and sustainable competitive edge. The Competitive Power of AI Video in Dealerships The extraordinary potential of Generative AI isn't just in automating video creation—it's in redefining competition within the market. Dealers utilizing AI video capabilities are observing tangible improvements in sales, as evidenced by Longo Toyota's case, which highlighted a substantial increase in sales through personalized video strategies. Bradley reinforces this notion by providing a stark warning: "Every minute, every hour, every day that you waste procrastinating… is dollars lost." By harnessing the power of Generative AI, dealerships position themselves as industry leaders—actively investing in technology that not only facilitates sales but builds robust customer relationships. The lexicon of automotive sales is thus expanded, with AI serving as a tool not of replacement, but of enhancement and opportunity. It's a call to action for dealers to pivot from antiquated methodologies towards a future enriched by AI innovation, which promises not just survival, but dominance in the competitive marketplace. Time waits for no one, as echoed in the poetic recitation towards the end, reminding us of the fleeting nature of opportunity. The automotive industry stands on the precipice of a technological renaissance, with Generative AI as the catalyst speeding this evolution. Embracing AI technologies is no longer optional but essential, enabling dealerships to break free from the constraints of traditional processes and unlock unprecedented potential. Dealerships equipped with AI capabilities aren't just adapting to change—they're defining it. As the industry continues its evolutionary journey, those daring to innovate with Generative AI and video technology will indeed lead the pack.     Resources: Podium: Discover how Podium's innovative AI technology can unlock unparalleled efficiency and drive your dealership's sales to new heights. Visit www.podium.com/mcs to learn more!   Dealer Synergy & Bradley On Demand: The automotive industry's #1 training, tracking, testing, and certification platform and consulting & accountability firm.   The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry! With over 29,000 members, gain access to successful automotive mentors & managers, the best industry practices, & collaborate with automotive professionals from around the WORLD! Join The Millionaire Car Salesman Facebook Group today!   Win the Game of Googleopoly: Unlocking the secret strategy of search engines.   The Millionaire Car Salesman Podcast is Proudly Sponsored By: Podium: Elevating Dealership Excellence with Intelligent Customer Engagement Solutions. Unlock unparalleled efficiency and drive sales with Podium's innovative AI technology, featured proudly on the Millionaire Car Salesman Podcast. Visit www.podium.com/mcs to learn more!   Dealer Synergy: The #1 Automotive Sales Training, Consulting, and Accountability Firm in the industry! With over two decades of experience in building Internet Departments and BDCs, we have developed the most effective automotive Internet Sales, BDC, and CRM solutions. Our expertise in creating phone scripts, rebuttals, CRM action plans, strategies, and templates ensures that your dealership's tools and personnel reach their full potential.   Bradley On Demand: The automotive sales industry's top Interactive Training, Tracking, Testing, and Certification Platform. Featuring LIVE Classes and over 9,000 training modules, our platform equips your dealership with everything needed to sell more cars, more often, and more profitably!  

This week, David is joined by Nick Davies, a coach aiming to serve 100,000 advisors in three years. They discuss the importance of masterminds for advisors, emphasizing the need for a relationship-centric approach. Nick shares his journey from banking to coaching, highlighting the significance of people and relationships. They explore the structure of masterminds, recommending a cadence of bi-weekly hour-long meetings for groups of 4-7. Nick also introduces a tool that integrates with CRM systems to help advisors build deeper client relationships through automated prompts and email templates. In this episode: Nick Davies, from Seven Figure Advisor, discusses his ambitious goal of serving 100,000 advisors in three years The power of masterminds is explored, highlighting how peer groups can drive business growth and personal development A deep dive into relationship-centric business approaches, emphasizing the importance of human connections over purely transactional interactions An introduction to a new AI tool designed to help advisors proactively maintain and deepen client relationships Nick shares insights from his diverse background, from banking in London to coaching financial advisors, and the key lessons learned about motivation and business success Connect with Nick: Learn more at https://7-figureadvisor.com/   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

In this episode of Unlocked, Tom Tonkin, a sales and systems expert, highlights that the main reason companies fail to meet sales goals is often a breakdown in either sales processes or supporting systems, not necessarily the salespeople themselves. He emphasizes that sales should focus on solving customers' problems, rather than just selling a product or service. Tonkin also critiques common leadership approaches in sales, arguing that promotions are often based on sales quota attainment rather than genuine leadership skills, leading to a punitive culture where CRM systems are used for monitoring rather than empowering salespeople. He advocates for a shift in mindset where leaders support and develop their teams, fostering intrinsic motivation and focusing on value and outcomes for the client. Website: drtom360.com

Today, we're diving into a topic that I think so many of us struggle with: how do we find joy and energy in our work, especially when burnout feels all too real? My guest today has spent his career helping people unlock the key to loving what they do, and he's created a simple, yet powerful framework to make that possible. Learn more about it at https://www.workinggenius.com with code GOALDIGGER! Pat Lencioni is a best-selling author and renowned speaker, and his work has helped businesses of all sizes transform the way they think about productivity, teamwork, and leadership. His latest book introduces a model that's designed to help individuals and teams tap into their natural talents and create more fulfilling, effective work environments. But this conversation is about so much more than productivity. It's about understanding yourself, recognizing what brings you energy, and using that knowledge to not only thrive in your career but to help others do the same. Patrick is the mastermind behind the ‘Working Genius' model, and today, we'll be pulling back the curtain on this game-changing concept. Whether you're leading a team, running your own business, or just looking to find more purpose in your day-to-day, this episode is for you. Be sure to visit https://www.workingenius.com and use code GOALDIGGER at checkout to get 20% off your $25 Working Genius assessment! 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/6-types-of-working-genius-with-patrick-lencioni  Thanks to our Goal Digger Sponsors: Sign up for your $1/month Shopify trial period at http://shopify.com/goaldigger.  Find a co-host today at http://airbnb.com/host.  Transform your living space today with Cozey. Visit https://www.cozey.com: the home of possibilities, made easy. 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.Víctor Almeida, presidente y director general de Interceramic, una de las empresas más icónicas de México con presencia internacional en más de 20 países. Víctor asumió la presidencia de la empresa a los 23 años, en plena crisis de 1982, y desde entonces ha liderado la compañía a través de múltiples ciclos de crecimiento, transformación y hasta tres crisis que él mismo llama “quiebras”. Victor ha sido pionero en innovación dentro de una industria tradicional: desde campañas en televisión hasta modelos únicos de franquicia.Hoy Victor y yo hablamos de disciplina militar, del poder del positivismo, de lecciones de Sam Walton, de cómo tener éxito con socios chinos y del rol de los empresarios en la política.Sigue Cracks Podcast en YouTube aquí."Si no tienes convicción, no puedes liderar. Punto."- Victor AlmeidaComparte esta frase en TwitterEste episodio es presentado por Diri Movil la compañía de telefonía que te permite tener 2 líneas en un solo plan y por Salesforce, el CRM de IA número uno en el mundo y su nueva solución, Agentforce.Qué puedes aprender hoyEl error como maestroConvicción como base del liderazgoEl peligro del ego*Este episodio es presentado por Diri Móvil, Este episodio es presentado por DIRI MÓVIL, la primera telefonía en México que te permite tener dos líneas activas al mismo tiempo en un solo plan.Puedes tener una línea para tu negocio y otra personal, o simplemente sumar una más sin cambiar la que ya usas.Esto es posible gracias a su tecnología DUA: una segunda eSIM que opera en una red distinta a la principal.Así puedes usar dos WhatsApps, separar tus mundos, y manejar todo desde un solo teléfono, de forma práctica e intuitiva y tener 24 gigas en tu línea principal y 10 gigas en la secundaria por $339 pesos al mes.Y lo mejor: puedes probarlo gratis por 7 días con una eSIM de prueba en www.diri.mx/cracks. Además, si portas tu número este verano, recibes triple de gigas por un año.*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 Ve el episodio en Youtube

This is a conversation our hearts have been waiting for.It's a powerful gathering of voices answering a call that feels more timely—and more necessary—than ever: a call to kinship.In this episode, we sit down with three extraordinary leaders: Birgit Smith Burton, Mide Akerewusi, and Nneka Allen. They bring deep wisdom, lived experience, and a global lens to a heartfelt conversation about what it means to lead with empathy. Together, we explore how we return to one another by centering relationships, rooting our work in love, and embracing our shared humanity.This isn't about checking a box or shifting strategy. It's about reimagining generosity, reclaiming connection, and healing the soul of our sector through kinship that transforms. Learn:Why kinship is foundational to healing the sectorHow to prioritize relationships over resultsWhat it means to practice mutual care and shared responsibilityHow generosity extends beyond money to spiritual and emotional connectionThe power of radical love, curiosity, and truth-telling in philanthropyEpisode HighlightsVoices of Experience (05:26)Radical Kinship in Action (13:40)The Necessity of Kinship Today (19:39)Activating Kinship in Everyday Life (28:54)Radical Kinship and Dialogue (35:56)The Power of Storytelling (38:19)Mide, Birgit and Nneka's One Good Thing (38:41)Episode Shownotes: www.weareforgood.com/episode/629Join us at ImpactUp: Movement on July 10th!It's a free, one-day virtual event for changemakers who are ready to move their mission forward. You'll walk away with real, practical tools—like how to use your data to spark action, how to craft a clear and compelling elevator pitch, and how to create messaging that actually moves people.Grab your free spot at weareforgood.com/impactup

Why you should listenTrevor reveals how Myko solves the age-old problem of sales reps not entering data into Salesforce by using voice technology to eliminate the 53-click process down to 15 secondsLearn how poor CRM data entry is blocking your AI initiatives and downstream analytics, and discover a practical solution that integrates seamlessly with existing workflowsGain insights into the future of voice-first technology in sales and how early adopters are leveraging this to dramatically improve rep ramp time and territory handoffsAs a Salesforce partner, you know the challenge of implementing CRM systems that don't fit into the natural flow of how sales reps actually work. Your clients struggle with data gaps that prevent meaningful reporting, AI initiatives get stalled because there's insufficient data to analyze, and you're constantly looking for solutions that bridge the gap between CRM capabilities and real-world sales activities. I've experienced this firsthand - watching robust Salesforce implementations underperform because the data entry process doesn't align with how field reps actually spend their time.In this episode, I talk with Trevor Lee from Myko who has built a voice-first solution that finally addresses this fundamental workflow challenge. We discuss how his tool transforms the complex 53-click mobile process into a simple 15-second voice interaction that fits naturally into a rep's day, why this breakthrough is critical for AI initiatives, and how partners can leverage this technology to unlock previously impossible downstream projects for their clients.About Trevor Lee Trevor is the Cofounder and CEO of Myko - the language interface for teams to interact with Salesforce. Trevor started his career in finance and met his cofounder and Zheng at business school. The two of them worked together on a financial modeling solution Genius Sheets that they eventually sold. Resources and LinksMyko.aiTrevor's LinkedIn profileSchedule a demo Try voice to Salesforce - Myko Test DrivePrevious episode: 618 - Why 86% of Cyberattacks Now Hit SMBs First and How to Protect Them with René-Sylvain BedardCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

Art Fromm, a mechanical engineer turned sales transformation maven, joins us for an enlightening conversation on Sales Lead Dog. Art shares remarkable insights from his journey and his book "Making Seamless Sales," revealing the magic of fusing customer-centric strategies with a robust collaboration between sales engineers and account managers. Discover how his innovative Sales Opportunity Snapshot aligns sales processes with buying behaviors to nurture enduring client relationships, especially within the SaaS and B2B landscapes. His approach illuminates the path from traditional sales techniques to cultivating long-term success by truly understanding and prioritizing customer needs.  Unravel the synergy between pre-sales and sales functions as we explore the hidden potential that resides in their integration. Art explains how bridging this gap can dramatically enhance win rates, transforming sales from a linear progression to a dynamic, continuous cycle. This episode emphasizes the vital role of client success right from the beginning, and how aligning sales with marketing through effective CRM systems can solidify lasting customer relationships. By adopting a unified pre-sales and sales strategy, companies are not just selling a product but ensuring holistic solution enablement that meets and exceeds client expectations.  Our conversation also ventures into the nuanced realm of sales compensation, particularly in the SaaS and consumption-based sectors. Art advocates for rewarding sales teams based on total contract value and client usage, rather than just initial sales. We tackle the challenges of CRM adoption, underscoring the importance of comprehensive training and impeccable data management. It's through effective communication, continuous process improvement, and a steadfast commitment to client success that businesses can achieve sustainable growth. Join us as we uncover how optimizing sales strategies and fostering collaboration leads to a thriving business environment.  Art helps B2B sales teams boost revenue, win rates, margins, and client satisfaction through his SEAMless Sales® System—offered via speaking engagements, workshops, tools, and his new book Making SEAMless Sales.  With 25 years in presales and sales enablement, and two decades in end-user, sales, and leadership roles, Art brings deep experience to every engagement. After starting in engineering, he shifted into enterprise software, rising through presales and sales leadership before launching his own sales enablement firm in 2004.  Since 2009, Art has led global sales transformation initiatives, including a program that drove a 22% increase in bookings and a 16-point win rate jump for a major electronics manufacturer—who remains a client to this day.  Based in Pittsburgh, PA, Art enjoys family time, travel, and hands-on projects when he's not helping sales teams achieve lasting results.    Quotes: "The magic of sales success lies in truly understanding and prioritizing customer needs. It's not about pushing a product; it's about crafting solutions that lead to happy, successful clients." "Bridging the gap between pre-sales and sales functions can unlock untapped potential, transforming sales from a linear progression into a dynamic, continuous cycle." "Aligning sales with marketing through effective CRM systems ensures that companies aren't just selling a product, but enabling holistic solutions that exceed client expectations." "Sales teams should be rewarded based on total contract value and client usage over time, not just the initial sale. It's about commitment to consume, not just closing the deal."   Links: Email: info@teamsalesdevelopment.com LinkedIn: https://www.linkedin.com/in/artfromm Published Book: https://teamsalesdevelopment.com/making-seamless-sales-book/ Articles and Events: https://teamsalesdevelopment.com/articles-and-events/ Website: https://www.teamsalesdevelopment.com Facebook: https://www.facebook.com/TeamSalesDev Instagram: https://www.instagram.com/teamsalesdevelopment/ YouTube: https://www.youtube.com/@TeamSalesDevelopment   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.

Episode 157. There are a lot of freedoms that can come as a notary and signing agent. I'm sharing those as a reminder of how good we have it. And how lucky we are to be living in the great U.S.A.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/

I want to hear your thoughts about the show and this episode. Text us here...Are you making business harder than it needs to be? In this powerful conversation, Julie sits down with Austin Grammon, co-founder of SpeakerFlow, to talk about creating systems that actually support your life, not steal joy from it.From mindset shifts and marketing strategy to the very real overwhelm of being a creative entrepreneur, Austin shares how to simplify your tech, your process, and your path to profit.This episode is a must-listen for coaches, consultants, podcasters, and any visionary founder who's tired of spinning their wheels and ready to scale with confidence — and ease.Austin Grammon is the co-founder of SpeakerFlow, a systems and tech consulting company that helps thought leaders run their business like pros. He's a strategist, systems nerd (in the best way), philosopher at heart, and a family man who believes success starts at home.SpeakerFlow has helped thousands of experts grow with better processes, simplified tech, and smarter strategies — minus the overwhelm.Connect with Austin: 

Keywordsentrepreneurship, coaching, personal growth, accountability, business success, core values, alignment, tools for success, grind culture, communitySummaryIn this episode of the Johnny Buck Show, hosts Johnny Buck and Michael Whitaker discuss their personal journeys in entrepreneurship, the importance of coaching and accountability, and the significance of aligning with the right mentors. They explore the evolution of their core values, the tools necessary for business success, and the need to focus on one primary goal. The conversation emphasizes the importance of creating space for the right people in one's life and actionable takeaways for listeners to implement in their own journeys.TakeawaysThe entrepreneurial journey is filled with ups and downs.Coaching provides accountability and guidance for growth.Finding the right coach is crucial for personal alignment.Core values evolve and should guide decision-making.Building a personal and professional kingdom requires focus.Different seasons in business require different strategies.Creating space for the right people enhances personal growth.Tools for success include social media and CRM systems.Discipline and hard work are the keys to success.Actionable takeaways can lead to significant life changes.Key Points"There's no secret. It's discipline.""Stop chasing the lady in the red dress."Chapters00:00 Introduction and Personal Updates02:22 Entrepreneurial Journey and Lessons Learned05:05 The Importance of Coaching and Mentorship07:42 Finding the Right Coach and Alignment10:29 Core Values and Empowerment in Business13:18 Personal Growth and Self-Discovery20:33 Building Trust and Vulnerability23:39 The Evolution of Coaching Relationships25:59 Tools for Business Success28:08 The Kingdom Building Mentality31:39 Creating Space for the Right People35:08 The Importance of Core Values in Coaching

What are the latest trends in large-scale cyberattacks, and how can individuals help prevent them?Large-scale cyberattacks, especially Distributed Denial of Service (DDoS), are growing in both scale and sophistication. One recent attack hit 7.3 Tbps, unleashing 37.4 TB of junk traffic in 45 seconds. These attacks often harness botnets made up of compromised Internet of Things (IoT) devices—like home routers or cameras—that have default credentials or unpatched software.How to help prevent this:Change default passwords on IoT devicesRegularly update firmwareDisable unused services (e.g., Telnet)Use firewalls and segment your networkHow do smart TVs and other smart devices compromise privacy, and what's being done?Smart devices like TVs and speakers often use Automatic Content Recognition (ACR) to monitor what you're watching and send this data to manufacturers or advertisers—often without clear consent. This data fuels detailed user profiling and cross-device tracking.In response, the UK's Information Commissioner's Office (ICO) now requires manufacturers to ensure transparency, secure data handling, and routine data deletion—or face enforcement. Consumers can protect themselves by disabling ACR (e.g., SyncPlus on Samsung, Live Plus on LG) and reviewing privacy settings.What are the current limitations of LLM-based AI in enterprise settings?A Salesforce-led study found that large language model (LLM) AI agents succeed at only 58% of basic CRM tasks and just 35% of multi-step ones. More concerning, they exhibit poor confidentiality awareness. Prompting helps slightly but often hurts task accuracy. Current benchmarks fail to assess sensitivity to confidential data, raising red flags for enterprise use without rigorous testing.What are the geopolitical implications of AI and cyber operations?AI and cyber tools are shaping geopolitical strategies. The U.S. accuses Chinese AI firm DeepSeek of aiding military intelligence and bypassing export controls. Chinese law further mandates data sharing with its government, raising global privacy concerns. Meanwhile, cyberattacks are weaponized to disrupt infrastructure and spread disinformation—as seen in Iran's state TV hijacking and a $90M crypto exchange hack.How do data brokers threaten personal safety, and what can you do?Data brokers compile and sell personal data—including home addresses—without vetting buyers. This can lead to stalking or worse, as shown in the murder of Rep. Melissa Hortman, allegedly found via a “people search” site.The U.S. lacks federal regulation, but California's "Delete Act" is a step forward. Until broader laws are in place, individuals must manually opt out of data broker sites or hire services to assist in removing their information.How are ransomware groups evolving?Groups like Qilin are getting more professional. Their “Call a Lawyer” service gives affiliates legal guidance to classify stolen data, assess damages, and negotiate ransoms more effectively—maximizing economic pressure on victims. It's a troubling move toward organized, businesslike cybercrime.Why is ACR in smart TVs a privacy issue?ACR continuously scans all video content viewed on your TV—even from HDMI devices—and sends data to third parties. It enables:Tracking without consentData monetization for targeted adsCross-device profilingPotential security risks from unmaintained TV firmwareWhy should you secure IoT devices?Unpatched IoT devices can be infected and used in global botnet attacks. By securing your devices, you're not only protecting yourself but also helping reduce the scale of global cyber threats.

Discover how Jason Kramer, founder of Cultivize, helps businesses bridge marketing and sales with smart CRM strategies, automation, and a human-first approach to convert leads, boost revenue, and simplify complexity.00:36- About Jason KramerJason is a founder and Chief Executive Officer of Cultivize. He is a CRM strategist for sales and marketing teams.

If you're great at what you do but struggling to run the business side of things — this episode is for you. Ken Cox, tech innovator, business leader, and host of the Clicks and Bricks Podcast, joins us to break down how small business owners can streamline operations and scale smarter.We dive into tools like CRM systems, office solutions, and simple strategies to help you build a business that runs efficiently — and profitably.

Reed Hansen, from Chicago, runs MarketSurge.io, offering comprehensive digital marketing services with a focus on AI and automation. He is this week's gues on The Next 100 Days Podcast.Summary of the PodcastKey TakeawaysReed Hansen runs MarketSurge.io, offering comprehensive digital marketing services with a focus on AI and automationPodcasting can be an effective marketing tool, increasing visibility and perceived authority for business ownersAI is rapidly changing digital marketing, creating both challenges and opportunities for small businessesMarketSurge.io ServicesOffers range of digital marketing services including CRM, audience targeting, SEO, ads, AI sales agents, content marketing, web developmentSurge Audiences: Uses buyer intent data from partner network to create targeted prospect lists for outreachAI sales agents: Developed for inbound/outbound communication, booking meetings with 80%+ uplift in engagement vs traditional chatbotsPodcasting as a Marketing StrategyReed found success getting booked on podcasts, shares expertise through Surgecast servicePodcasting increases perceived authority and expertise with existing clientsOffers clients podcast booking service, guaranteeing 3 bookings per month for $500Podcast appearances often rank highly in Google search results, increasing online visibilityAI in Digital MarketingRapid changes creating both opportunities and challenges for small businessesReed focuses on bridging education gap, helping clients leverage new AI toolsDiscussed potential for AI to develop apps without coding in near futureExplored strategies for optimizing content for AI-powered search, like using question-based long-tail keywordsSmall Business Marketing ChallengesDigital marketing landscape increasingly complex for small businesses to navigate aloneMany business owners lack technical skills, starting with basics like professional email setupReed takes consultative approach, assessing client's tech comfort and tailoring solutionsThe Next 100 Days Podcast Co-HostsGraham ArrowsmithGraham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. Graham founder of MicroYES, a Partner for MeclabsAI, where he introduces AI Agents that sit on websites, to increase engagement, dwell time, leads and conversions.Kevin ApplebyKevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

According to research from Gartner, more than half of organizations have increased their investment in AI since 2023. So, how can you effectively leverage AI to improve GTM productivity and accelerate business outcomes? Riley Rogers: Hi, and welcome to the Win Win podcast. I’m your host, Riley Rogers. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Chris Sargent, the director of sales enablement at BambooHR. Thank you so much for joining us, Chris. Before we get started, I’d just love for you to tell us a little bit about yourself, your background, and your role. Chris Sargent: Absolutely. Thank you for having me, Riley. Really excited to be spending some time with you today. So my background, I have been leading sales enablement teams for the better part of the last 10 plus years, and prior to that I was a sales leader and a sales individual contributor. So have spent a lot of time in both roles and really help companies scale. You talked about go-to-market strategies. My background heavily is aligned sales execution, focusing on how buyers can achieve goals and how selling and. Our ability to sell with a process with value can really be one of the greatest competitive advantages that we take to market. And in my current role at Bamboo, I oversee enablement programs globally across all of our different skill sets, all of our different segments. And really our mission here is to equip every seller and leader with the skills to tools and processes they need to win with confidence and consistency. RR: I love it. Confidence and consistency. That’s what everybody’s looking for. Well, we’re so excited to have you here. Especially as you mentioned, you know, you’re a pretty experienced leader and you have extensive experience spanning both the sales and the sales enablement side. And so you’ve probably seen the landscape change a little bit recently with the acceleration of AI innovation. So I’m curious, how have you seen the challenges that go-to-market teams face change as well? CS: Yeah, I think there’s been, you know, change is the, probably the important word there. One of the biggest shifts as it relates to specifically AI is I think the timing of AI aligning with just kind of a general trend in sales, right? That we’ve seen, I think in the early teens to the late 2019, even into 2000, 20, 21, economies were fantastic globally. Every organization had what felt like, in a lot of cases, unlimited budget to acquire tools and technology. And I think in a lot of ways that created probably some unintentional outcomes as it relates to sales. And in some cases it was a lot more of what I would call order taking versus what would potentially be a value driven sales cycle in a lot of cases, by no one’s fault, other than that was the nature of how buyers were buying at the time. So I think you take that. Component of that and then align that with all of those changes. Now with AI, I think one of the biggest shifts that most organizations and sales team members as individual contributors and leaders are dealing with is that AI is happening in real time. And not only is it happening in real time, it’s new for not only the individual contributors, but a lot of it’s new for managers, it’s new for enablement teams, even the buyers who are trying to figure out how do they leverage AI. So I think that challenge that we see is how do you understand and take the pace of AI innovation and your ability to adapt to that. And that means enablement specifically isn’t just about delivering training, but how are you actually building a culture that fosters the idea of ongoing learning experimentation across the board and cross-functional alignment to keep up with the pace of change while not sacrificing. What really the intended outcome of is that confidence and consistency in the rep’s performance because that desired outcome doesn’t change. How you may get there is what’s changing and understanding how to put that as part of your DNA as an enablement organization and handle that pace of innovation is gonna be critical. RR: Yeah, so we’re sort of in a perfect storm, right of change management in across a number of different areas. I think these are challenges that we’re hearing from a lot of our customers and just feeling in the market. I think you’re spot on with all of that, but rather than kind of lingering in our challenges, maybe let’s talk solutions. So in your opinion, what is Enablement’s role in helping GTM teams overcome these challenges and achieving more success amid these changes? CS: Yeah, it’s a very fair question, and I think this is the power of a really strong enablement organization because in that format and in that model, what you’re really asking enablement to do and what enablement should be doing is becoming the bridge between the new technology itself and the practical application at the rep level. So our role is to really translate what I would say innovation into that action. Our job is to make sure reps just aren’t aware of AI and it’s not just. Kind of a tool that they use on the side, similar to a Salesforce and outreach and a Highspot, for example. But they’re actually using it to be effective in everything that they’re doing in their day-to-day workflow. And I think about that in three core areas. And that’s how we’re trying to think about it is what are you doing to prepare? What are you doing in real time? And what are you doing post customer interaction that allows you to be better at your job? Because of ai and some of that’s customer facing, some of that’s internal. Really what I it means is we’re embedding AI into every existing process. We wanna build confidence through the training and reinforcement and giving managers the tools to coach around it. And I think that goes back to not losing our North Star of if the intended outcome is customers have the best buying experience and the reps are confident and have the ability to execute. That doesn’t change, but the modality to do it, we can make them better at their jobs, we can make them more efficient. We can create competitive advantages because of that. And it’s kind of rethinking not necessarily the intended outcome as much as thinking the journey that gets us there. RR: Yeah. I’ve heard it put as kind of like the job doesn’t change, but the way you do the work does. CS: Exactly. RR: We’re all still driving towards that North Star. We just have a little bit more tools in our toolkit to get there. CS: Yeah, totally agree. And I think that’s what every. Enablement organization. Every sales organization on the planet is trying to solve it right now, which is what does that look like? And going back to the challenge, I think the challenge in that is there’s desired state and then there’s what can actually be executed today, all while knowing what seems like every day, every week, every month there’s some new AI application that’s being launched. And how do you kind of take all of that noise and put it into a journey that aligns with not only your AEs and your reps and your managers, but really how do your customers wanna buy from you? RR: Yeah, and to your point, I think people are like clamoring for use cases. They’re trying to figure out how do we apply this? We have a vision, but how do we bring it to life? And so I know you guys have started putting in kind of the work to answer those questions and have started using some AI capabilities in Highspot to improve rep productivity and kind of streamline some of those workflows. So can you talk to me a little bit about how you’re using AI to elevate your enablement efforts and how that fits into your GTM productivity strategies? CS: Yeah. You know, I think there’s a few things and the beauty in that is, you know, we are fortunate enough to have an AI team that was hired about four years ago that’s led by a fantastic gentleman by the name of Alan Whitaker. And part of what we’re looking at is really aligning kind of the build or buy model a little bit. But some of the ways we’re leveraging this today is, you know, I think those core focus areas of how are we helping the rep be more efficient? And then how are we helping the rep. In real time, create a better buying experience and really help customers see the value of what it is that we do. We all know that we’re using AI, but also buyers are using AI and they have more access to information recommendations than ever, ever before. So there’s a few ways that we’re kind of leveraging AI in a current state, but also kind of hoping we get to from a desired state perspective. And we kind of look at that in a very pragmatic and phased approach way while also. Putting urgency and moving quickly. You know, I think about one of the most important things is we sell a platform and we sell, over the years have increased our ability and our product capabilities that go to market. And I think one of the things that’s really critical is in a lot of situations that’s being launched in real time on the back of other releases, and it’s really about guiding our sales team members to the right content at the right time, but also having that served up to them at the right time. We don’t have a lot of technical resources here. It requires in a lot of situations where we have a lot of high velocity opportunities at Bamboo hr. So it, it’s not even about coming back with information even a day or two later, because that could be too late. So one of the ways we’re leveraging this is serving up information at the right time based off of the rep’s ability to have a conversation in real time. It reduces time spent searching for content, for answers. It’s feeding that up proactively and it’s really increasing confidence in what our sellers need in the moment versus even, like I said, taking 30 minutes or an hour and coming back to that. One of the most powerful ways we’re also using AI is really how to engage. Data to better understand what’s resonating with our buyers and using those insights to fine tune our messaging and also which messaging we use. You know, one of the ways we’re currently leveraging Highspot, and it’s been extremely powerful for us, is understanding the content that makes the most sense, right? I think that the standard back and forth between most organizations and specifically marketing and sales is, hey, we’re creating content for you. Why aren’t you using it? And I think what. AI has allowed us to do is for reps to find information on content that’s been the most relevant at the right time. Highspot serves that up in a way that allows us not only to look at that in real time, but it’s recommending that also based off of what Highspot seeing on the backend from an analytics perspective being tied to the most revenue producing opportunities. That’s been a huge win for us in really increasing our rep’s ability to be faster, but also more accurate. Sometimes I think we just worry about being fast. It doesn’t help if unless we’re accurate. This has kind of allowed us to go down that model on both sides. RR: Yeah, it is hard to strike that balance when you know 30 minutes is too late, but. How are you gonna put together something strategic in such a short period of time? And I know one of the things that your team’s also kind of been leaning into a little bit is you mentioned on LinkedIn actually that continuous improvement is a big priority for you, and one of the ways that you’re using AI is with skill feedback to kind of support that ongoing learning loop. So how are you using that and how is that helping you, as you said, lean into continuous improvement? CS: Yeah, great question. I think one of the key things for us that’s been really, really indicative is about a year ago we kind of looked at our call analytics and call intelligence tools and wanted to see potentially if there was an opportunity for us to get a little bit more. Proactive in the way we were leveraging that to get insights, identify opportunities, and replicate things that were going well. And about six to seven months ago, even prior to me joining the organization, holistically looked and transitioned to what I would call an even more powerful AI enhanced call analytics to really not only capture real conversations. Allow it. The ability to provide things like real-time contextual feedback and use things like prompts to better understand why things were going well, but more importantly maybe where things weren’t going well. And what was really powerful in that is that was such a manual process for us before. And not only was it manual. It wasn’t necessarily consistent manager to manager, right? Some managers were better at it. Some managers had more time to invest just depending on the, the size of their teams and the amount of workload that they were working on. So instead of really waiting for a scheduled reviewer’s, shadow session, reps and managers could get real time guided insights and feedback so that when it came time for the actual coaching, it was very prescriptive. It was really, really, really powerful and it felt more individualized versus, Hey, we’re gonna have an enablement team come in and do a skill development session on, you know, executing a mutual action plan or getting access to key players. We could actually take that now to the individual level and focus on a skill development that made coaching more specific, more intentional, more timely, and ultimately more impactful for that skill development. Now, there is one thing that we are looking at as well, and we haven’t deployed this yet, but I’m assuming I’m not alone in this. Which is really, we have a pretty large sales organization all at different parts of their career. Also different managers at different parts of their career. And one of the things we wanted to do to, to drive more time for the managers to actually coach and spend time doing all the things they’re supposed to do, is we’re actually in the process of evaluating some AI role playing tools that use avatars. I know. That is not unique to us in any way, shape, or form, but when we think kind of along, like what’s happening now and what’s happening over the next two to three months, we’ll be deploying those to really also help the reps have a, a safe place and a consistent place to practice those skills. RR: Yeah. That’s so awesome to hear. I think, you know, sales coaching is one of those things that PLA teams everywhere, and so hearing that you can find these solutions that make you not only excited but certain in your programs is wonderful. And it really does sound like you’ve put together some very intentional programs to help your team succeed. And I think the data’s kind of showing that it’s working. We’ve seen that you’ve driven really strong engagement from your GTM teams, such as a 96% recurring usage rate of Highspot. So curious, you know, we’ve talked about the strategy. How are you then driving that adoption? Do you have any best practices you could share? CS: I think enablement teams each and every day and organizations are always trying to, you know, go through the process of how do I make the information or the programs or the projects or content that we’re taking to market actually be adopted and be used. And you know, I think one of the things that always has resonated with me, and I think about this phrase often, there’s a great enablement leader by the name of Roderick Jefferson, and many years ago, he gave a piece of feedback about the difference between training and enablement. And I’m paraphrasing this, so if anyone who knows this quote better than me, feel free to correct me. I believe he said, you train animals, you enable humans. And I think one of the things that always resonated with me about that then is if I want to enable someone, I need to get the lens of how they’re executing. And for us, that adoption, that 96% recurred usage in Highspot really started with making Highspot not only the single source of truth, but also putting it in a place where the sellers already live and breathe today from day one. It was critical for us that not only does every new hire here at Bamboo get trained to rely on Highspot for almost everything and have it not only live within that world, but for things like messaging, playbooks, objection handling, product updates, everything goes through there. But I also think it was more than that. One of the values that we’ve seen in Highspot is really our ability to have that proactive information fed at the opportunity level in our CRM tool. It allows the reps to get just in time information when they need it, but also when it’s most critical. Not only do we have the ability then to kind of. Indoctrinate them, so to speak, as a new rep. They’re also getting fed in real time, something that’s actually beneficial to them, and it’s proving its use case time and time again in real time, which has been a huge adoption ability for us. I think another thing. That has been super beneficial is going back to that adoption piece. We also cross collaborated and cross-functionally with other organizations like product marketing and product that absolutely see the benefit of that’s how their content gets used. So at the end of the day, the proof in the pudding and starting with that why and making it that single source of truth. We put it exactly where the reps live every single day embedded in our CRM. But when reps saw the tool and the action that it brought in saving time and helping them win that adoption started to follow naturally. And we continue. Every single week we have a reinforcement on content being placed out of there. It was a new muscle, and like any new muscle, we had to train that muscle. The good news is, is once we train it, we go to maintenance mode. And it’s been a much, much, much, much, much smoother process than when I’ve done this at other, other organizations where we were either under-resourced or underfunded, and we were really kind of rolling things out at a project level versus a programmatic level. RR: Gotcha. So it’s sort of that you can take a rep to enablement, but you can’t make them drink. You need to prove the value, and you need to be building for them. I think that makes a lot of sense. Thinking a little bit about doing the work, driving the adoption, how do you then measure success? What are the key metrics you track and then now moving into kind of trying to operationalize AI, how are you measuring that as well? CS: Yeah, very fair question. And I think this is also another thing, you know, this is my experience, been in groups with some really great enablement leaders across the board, and I feel like over the last several years, especially as that kind of transition to more. That value-based selling has become always important, but it’s become critical over the last several years with the introduction of ai, the different economic conditions and things of that nature. Every sales leader I talk to is really trying to measure the impact that their teams are having on the business and we look at it at a few ways here. I think we look at it from what we call some of our leading and lagging indicators. Specifically, we wanna see some of the early adoption and controls that we have there. So from a leading indicator perspective. We’re looking very closely right outta the gate. Whenever we launch a new program around things like certification rates, the usage data, early stage conversions, rates, some of that content engagement score, and then what we look at is the direct connection to the outcomes that happen, like stage progression, conversion rates, quota attainment, and sales cycle velocity. In my four months here, that’s where we’re really starting to drive and we’re starting to see a little bit more of those lagging indicators. As a business, we kind of have a core metric to maintain and also improve those conversion rates. So that was kind of the North Star, what we looked at from working our way backwards where, okay, what gets us to those things? And that’s where we looked at specific skills programs that we are running and we’re our rep certifying, were our managers certifying? Were they using the content that we created and did we see a correlation between those things and the performance? And we absolutely have, which has been really great for us to correlate a lot of that. To your second part of that question, as it relates to AI, I think we’re kind of looking at it from a few different ways. We are by no means the experts of AI measurement, but we, we have put some things in place that we’re looking at trying to get better constantly, which first and foremost is. Are we giving the reps more time to do more sales focused activities? So it, it’s one thing of it to create some time savings, but it’s also another thing to say within that time, did we help you be more intentional? Did we help you be more accurate? Did you use the right content or the right information? Or were you fed that in a way that helped you create a differentiating experience or a consistent experience in that engagement with a prospect or existing customer? When we can do that for at the rep level, we then want to drive AI driven insights on the backend to really look at how that impact coaching can take place at the conversational and the deal outcomes level. That’s the correlation. We’re kind of looking on that backend. Our ideal state would be able to also look at. How do we either add more propensity and volume to what our existing AEs are doing? Time savings is great, but what are you doing with that time on the backend, right? Is it, Hey, more time to go, you know, play ping pong down in the break room, which is always a great thing. I’m not saying that’s a bad thing by any stretch of the imagination. But it does allow it to be more intentional. It does allow us to be more powerful in the capacity of each of our reps. I always have heard a great quote from John Barrows, who I’m sure many people know. And one of the things I’ve heard him say specifically about ai, and I think about this as we measure AI, is really good sellers and really go to organizations that help their sellers. AI will augment what they do. Anyone stuck kind of in the old way of selling it will replace you in what you do. And I think that’s how we look at, how are we leveraging and augmenting that AI to look at the time savings, but long-term, how do we make it so they’re more intentional, more accurate, and produce some of those more outcomes at the individual level? And then how does that really embrace the impact coaching conversations on the backend? RR: Yeah, I think the lucky part of being kind of mired in all of this change is that we’re building our metrics as we’re figuring out what we can reasonably do. And so when you have that philosophy that you led with of Know Your North Star, ask the questions that will help you understand what actually drives there, and fill out those leading and lagging indicators as you’re doing the work. That’s gonna be a helpful philosophy, and that’s gonna get you through to figuring out those metrics. I’m curious too, as you’ve been looking at these indicators for AI and also just for your broader enablement programs, have you seen any particular business results with Highspot or any wins that you’d like to share? Things that you’re really proud of? CS: Yeah, I think there’s a few things, and I kind of break these down by kind of what I’d call some of those leading and lagging and I think, you know, some of them directly correlate to, to business outcomes. I think a few things that have really driven up is how our reps and how our team members are meeting customers where they’re at. But then I would also say on the backend, how has training and coaching improved because of that? And I think that’s a huge, huge, huge win for us. When I kind of look at over the last, you know, four to six months, some of the numbers that pop out I, I kind of. Share with you that I think are relevant? I think one of the really cool things that we have seen is we’ve seen a 91% engagement with our buyers, especially with external shares that’s gone up massively. I think we tracked something like we’ve had nearly 30,000 views during this window and period of. External content that customers were viewing, but also what they were sharing internally with other parts of their organization. We had no clue what was going on with content when we shared it before. And why does that actually matter? Because we started to correlate some of the in increase in in buyer engagement, the increase in some of the sales play views, which actually went up over 260% for us, up to 31%. That was so powerful, and I kind of think about that at the just in time level. One of the other things that that really resonated with us is the findability ratio, and from a content management perspective, historically prior to our engagement with Highspot and leveraging the AI, everything that was recorded with that. One of the major complaints that Bamboo got from a lot of our reps were, oh man, it’s really hard to find things when I need them. That just in time moment sometimes passes, as I mentioned earlier, and even if it takes me 30 minutes to an hour to send a follow up, sometimes I don’t have that. And we look at that findability ratio that we have of a seven. We saw our click-through rates go up dramatically. I think they went up 32% and the amount of items we had viewed as reps were going through the process of engaging a prospect in real time went up 14%. Why does all of that matter? Because I think as we looked at, okay, we’re giving you the right. Content and clearly it’s helping it create engagement with our prospects and customers. Does that, what does that engagement lead to on the backend? And one of the biggest things we found across certification and consistency across that was when you kinda look at some of the certifications we launched with AI across the board, and I’m focusing just in a Q1 of this year, we had two really big certifications. That were across the entire revenue organization, one of them being a skills related focus, and one of them being a specific platform product related focus. We certified 300 users in one, over 300 users in another one, and with the manual time that that would’ve had taken prior, we were able to save almost 220 hours from an enablement. Side with the AI, with only these two certifications. So scalability became a really, really important thing from an operational side for our enablement team and our managers who are typically having to do this at a very, very manual level. So why does all of that matter as a business? What we’ve correlated is our reps that are leveraging this in executing this are performing at about a 25 to 30% improvement level across their peers that maybe haven’t adopted this yet. So some really nice leading and lagging indicators of the power of AI and the power of what these tools can bring to the table. Are we perfect at it? By no stretch of the imagination, we still have some laggards that we’re trying to bring up, but we have seen some of those economies of scale grow with the reps that really have embraced this, and even some of the others that kind of, some laggards initially still have some of those, but the proof has been in the pudding there for us and, and it’s been a fantastic investment. RR: Those are I to begin. Incredible wins, great numbers. 30,000 views is incredible. I love the way you kind of told that story of how your wins compound. You know, you start with content, you make things accessible, all of a sudden your reps can use it, and now buyer engagement improves and then it just continues to grow and you have this feedback loop of continuous improvement To your point earlier. Many compliments. I know, as you said, you’re always moving, you’re always improving, you’re always growing. So in that spirit of continuous improvement, curious if you could talk to me a little bit about maybe what’s in the future, what is that potential long-term value of embracing AI for Bamboo, and how are you gonna continue doing so down the line? CS: Yeah, so I, I think for us, the intentionality there is really around scalability. It comes down to that one thing, the long-term value for us is scalability. That’s a little bit general in a response, but let me kind of give some context to that as to why scalability is important, right? AI is so fantastic. It allows our enablement team to support more reps, do it more personally without having to necessarily grow linear head count. And I think that’s a challenge. We’ve been, you know, our executive team, very forward thinking, thinks very much about those things and is very intentional about how we’re leveraging that to not only scale what we do, but do so in a very intentional and respectful and responsible way. Really when we think about what’s happening, so when I talk about scalability as well, it also is looking at it at the rep level and giving our reps access to the personalization at an individual contributor level for career development and coaching and guidance, but doing it at scale so we can consistently up level the team with really. Without burning out our frontline managers, our enablement resources, because the two most precious commodities that we view here at BambooHR are clearly our customers, but also our people. Those two resources are so vital and so important, so when we think about our. AI strategy and, and an enablement. It’s how do we create scalability with some of the unknowns that frankly exist today. Our organization has moved very quickly. We’ve kind of gone through a renaissance of our own, and there’s been a lot of changes, even just at the operational level here. Part of the way we look and are very intentional for scalability with AI is. What does AI allow us? Not only do today, but what’s coming down the road that allows us to invest in changes that we don’t even know about yet? And how do we continue to do that to scale human application across the AI intentional application? And that’s kind of how we’re looking at that. RR: I love that. I think it’s, you know, a great philosophy and I think it’s something that a lot of people are kind of gonna be embracing in the coming days. Just one last question for you. Speaking of that, you know, philosophies that other people can lean on to close, if you could give us one, maybe two pieces of advice for other enablement leaders who are looking to improve sales productivity with AI, what would that be? CS: Yeah, this is a, I feel like a golden ticket question that I think everyone’s trying to solve for. I think for me is, I think everyone has an AI initiative that I speak with. I, I, I doubt there’s any organization that isn’t looking at how to do that. But what I would say is don’t treat it as necessarily a separate initiative. I, I think about how do you embed it to an earlier comment to kind of bookend the, the conversation a little bit is it’s not necessarily, and, and to your point about. Changing the intended outcome as much as how you do it. So embedding it into your sales process, embedding it into your organizational processes. One of the things that was really helpful for us is we kind of took the visual representation of what an enablement team member does, but also if our customer, our internal resources like our sellers. What does the journey look like for them as they start their day, they start their interactions, they prepare, they engage. And then kind of that post-call, post interaction, what does that look like? And what we said is let’s map that out. And then we started small with one or two use cases that were kind of low hanging fruit that directly supported the productivity like. Surfacing the right content during calls or providing real call time feedback. And then what we really wanted to do is we really wanted to listen and we wanted to map out what did we think we could do now? What did we want the like ideal state to look like? And then we sat down and we asked our reps and we said. How are you performing along this? We have data that shows us how we think you’re performing, but what’s working, but more importantly, what’s not working and how do we make those shifts so that we can make sure that we’re actually making a difference? And I think the big key for us was it, we didn’t think about it and we kind of took a step back almost as like a tool roll out. And what we really wanted to make this about was changing behavior. It wasn’t necessarily about, oh, here’s this new AI tool. Go use it. Like we may have rolled out. CRM training. In the past it was what is the behavior change that is associated with this? And really that’s the best thing that we could do is make AI feel intuitive, make it indispensable, make it, build it into how your reps are working so that it becomes. Just like, almost like breathing. You don’t think about it, but you definitely feel it if it’s not there. And that’s kind of one of the things I always talk about is how do you embed AI, align it with that AI journey and how they’re engaging with the customer in a day in the life. And as you embed it in there, it becomes part of what they do and then they start to feel it when it’s not there. But that would be, that would be my biggest piece of feedback for anyone that’s looking at it, is don’t treat it as a separate initiative, embed it into everything that you do. Map it against how you expect your internal teams to work and you start to find the adoption follows. RR: Awesome. Well, this has been so wonderful, Chris, so insightful, and I think this is kind of the insights that people are really looking for. 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.

Tired of burning money on ads with little return? In this episode, Tom shares the most powerful, cost-effective marketing strategy he's used to generate millions in revenue — without cold leads or ad spend. Discover the Influencer Profit Strategy, a relationship-based approach to building a referral network that consistently delivers high-quality leads and drives serious growth.In this episode, Tom discusses:[00:24] Why most contractors waste money chasing cold leads through ads and clicks[01:10] The strategy that has generated millions: building trust-based referrals[02:17] How better relationships, not more leads, are the key to scaling[02:36] Step 1: Identify 10 categories of professionals who serve your ideal client[03:15] Examples of referral partners by trade: designers, realtors, inspectors, and more[03:40] Step 2: Go deep with three quality contacts per category[04:22] Why reciprocal relationships drive success and referrals[05:06] The math: 30 partners × 1 referral per quarter = 120 leads/year[05:50] Why this strategy outperforms ad spend with an 80% close rate[06:03] The importance of being highly referable — make your partners look like heroes[07:16] How to implement the strategy: start listing categories and reaching out today[08:21] Stay visible and valuable even when there's no active project[08:42] Track referral sources with a CRM or spreadsheet[09:58] Real-world example: one interior designer partner generated $75K+ in revenue[10:16] Final advice: play the long game, earn referrals, and stop chasing strangers=================================

Ever lost track of who paid you, forgot to send a contract, or spent days going back and forth with clients trying to schedule sessions? In this quick, actionable episode, I'm walking you through how to create a professional booking workflow that will eliminate these frustrations once and for all. You'll learn the exact four-step system I use that transformed my business from chaotic to streamlined.Discover the essential components of a bulletproof booking workflow:How to set up your availability calendar the smart way (and why showing limited dates actually books you more clients)The contract setup that prevents you from chasing clients for signaturesMy foolproof payment system that eliminates no-shows and cancellationsThe automated confirmation email that puts clients at ease and elevates your professionalismPress play to follow along as I guide you through creating this simple system in just 15 minutes! This episode contains actionable advice whether you're using a professional CRM or need budget-friendly alternatives to get started right away.___________________________________________________________________________ The doors to the Fully Booked Method open again on July 15th! Join the waitlist for all the details and to get first dibs on one of the spots. Go from inconsistent photography bookings and marketing overwhelm to a streamlined business with a calendar full of dream clients—giving you predictable income, creative fulfillment, and the freedom to build a photography career on your terms.It's time to go from stressed out to booked out!!

If you've been around here for a while, you know I don't shut up about the power of systems, mostly because of Colie and the backend magic she helped me set up in my brand photography business a few years ago.In this episode, we're diving into how to build a luxury brand photography business that basically runs itself. We're talking about proposals that do the selling for you, onboarding workflows that prep your clients before you even show up with a camera, and offboarding strategies that bring in rebookings and referrals on autopilot. Whether you're still DIY-ing every client touchpoint or already using a CRM like Dubsado or HoneyBook, this episode is packed with actionable ideas to save you time and up-level your client experience.Plus, we're hosting a free webinar on July 17 all about this: Charge More, Stress Less. You can save your spot right here.3:45 Why your proposal is not just a pricing list and how it can literally close the sale for you9:12 The biggest places photographers lose clients in the booking process (and how to fix it)17:30 – The onboarding gap no one talks about and why it affects your entire shoot24:05 – Client prep with workflows, automations, and even video (don't worry, it doesn't have to be scary)36:22 – The secret to better rebooking and referrals: your offboarding strategy45:40 – Dubsado vs. HoneyBook: what's actually working right now56:10 – Why systems don't have to be “all or nothing” to make a big differenceCONNECT WITH MADDIE:InstagramWebsiteCONNECT WITH COLIE:InstagramWebsiteLINKSJuly 17 Webinar with Colie James: Charge More Stress Less - Learn how to automate the sales process for your luxury brand photography offer. Save your spot now!Full show notes

Most sales training is outdated, and if you're still following the same “always be closing” playbook, you're probably pushing clients away.In this episode of the Garlic Marketing Show, John "Small Mountain" Hill, bestselling author of Selling From Scratch, exposes why most sales advice is failing you, why referrals might actually be hurting your business, and the seven reasons people won't buy from you.If you're running an agency, coaching business, or selling any service, this episode will change how you think about sales.Want to master sales without outdated tactics? Connect with John "Small Mountain" Hill on LinkedIn and check out his book Selling From Scratch.What You'll Learn:The biggest sales myths that are costing you dealsWhy you'll hate your next salesperson if you don't fix this firstThe huge gap between lead magnets and selling high-ticket offersThe biggest mistakes founders make when hiring closersWhy referrals might actually be hurting your businessThe seven reasons prospects don't buy and how to overcome themHow bad CRM habits are ruining your follow-upsWhat Dr. Seuss can teach you about selling the right wayConnect with John Hill:Website - https://adaptedgrowth.com/LinkedIn - https://www.linkedin.com/in/johnblanehill/Book - https://adaptedgrowth.com/selling-from-scratch/Resources:Connect with IanDownload a Tackle Box!Supercharge your marketing and grow your business with video case stories today!Book a Discovery Call Today with Our ExpertsSubscribe to the YouTube Channel Hosted on Acast. See acast.com/privacy for more information.

Tony chats with Joel Gendelman, CEO and Founder at n2itive, they are 100% focused on improving recorded statements. Adjusters chat with the claimants to get the story from the horse's mouth shortly after the loss happens and they record it. This is basically a CRM for recorded statements, already in use at 35 carriers and with 3 of the top 10 carriers. It allows adjusters to reliably and easily record the statement, they gets stored, transcribed, and most importantly transformed by AI and unlocking the content of the conversations and making that data available to make the best decisions and make adjusters more efficient. The adjuster doesn't have to even type notes, the system guides them through it. This data is the most untapped data in the claims side of insurance. A must listen to episode!Joel Gendelman: https://www.linkedin.com/in/joeldgendelman/n2itive: https://n2uitive.com/

So Chance and Carlton were unable to get a recording together with the Federal Funding threats to the Historic Preservation Fund keeping their schedules incredibly busy into the evening. So, instead, here's an ENCORE episode from A Life in Ruins Podcast featuring Chance and Carlton back in graduate school.In this episode, Carlton is joined by Chance Ward, an M.A. student in Museum and Field Studies at CU Boulder and a Tribal Citizen of the Cheyenne River Sioux Tribe. The two start the episode with a discussion on how Chance got into Anthropology at Fort Lewis College. We then delve into his post-undergrad career in CRM and working for the Southern Ute Tribe. Carlton investigates why Chance chose CU Boulder and they get into a dialogue about how Chance's grad school experiences have shaped the direction of his career. In the final segment, Carlton and Chance talk about their recent media experiences together such as being interviewed for a PBS documentary on horses and a conversation they had with Mel B's (Yes, the one from the Spice Girls) agent.LinksThe 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

In this episode, Steve Fretzin and Rafi Arbel discuss:Persistence is a key element in long-term marketing and outreachThe impact of in-person networking on professional relationshipsBlending digital tools with personal follow-up strategiesSystem-building as a solution for scaling and stabilizing a business Key Takeaways:Attending legal trade shows and following up with structured CRM tools like HubSpot or even a spreadsheet is crucial for relationship-driven client acquisition.AI tools like Fathom are effectively used post-Zoom calls to generate meeting summaries, action items, and even tailored follow-up emails.A major operational failure—losing a key employee without SOPs—led to the implementation of structured daily team meetings and detailed task documentation using ClickUp and SweetProcess.Personalized outreach, such as sending curated articles based on someone's interests or social media activity, is a highly effective way to maintain engagement with referral sources. "The reason the water cuts through the rock is that it is a constant, constantly hitting it with small forces. And that's really what we're doing in marketing." —  Rafi Arbel Unlock the secrets of the industry's top rainmakers with Be That Lawyer: 101 Top Rainmakers' Secrets to Growing a Successful Law Practice. Grab your ultimate guide to building a thriving law firm now on Amazon: https://www.amazon.com/dp/B0F78HXJHT Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsors!Rankings.io: https://rankings.io/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Rafi Arbel: Rafi Arbel is the founder of Market JD, a digital marketing agency for consumer law firms. A former trial attorney, Rafi helps personal injury, criminal defense, family, and immigration lawyers grow their practices through SEO, PPC, and high-converting websites. He's a recognized voice on legal marketing strategy, referral network building, and law firm growth. Connect with Rafi Arbel:  Website: https://marketjd.comEmail: rafi@marketjd.comLinkedIn: https://www.linkedin.com/in/rafiarbel/ & https://www.linkedin.com/company/market-jd-inc-/Twitter: https://x.com/rarbelFacebook: https://www.facebook.com/rafi.arbel/Instagram: https://www.instagram.com/rafi.arbel/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

The CFO software ecosystem is highly fragmented and ripe for disruption. Sean Jacobsohn, partner at Norwest, has a front-row seat to the action: He's backed 10 companies selling to CFOs, while Norwest has invested in 20. Having identified 300 companies in 15 different categories operating in the space, he joins CJ to share takeaways from his market map of the evolving CFO software stack. They dig into what's driving disruption, how new players are challenging legacy systems, and what it takes for founders to stand out. The conversation spans everything from the staying power of spreadsheets to the debate between building for verticals versus horizontals, the future of FP&A, and how AI agents might reshape the stack. Sean delves into the dynamics of partnerships, outlining five key rules for successful collaborations. Additionally, he talks about his Failure Museum which showcases a collection of items representing failed products and companies, and breaks down what he has identified as the six forces of failure.—LINKS:Sean Jacobsohn on LinkedIn: https://www.linkedin.com/in/seanjacobsohnNorwest: https://www.nvp.comMarket Map: Reimagining the CFO Software Stack: https://www.nvp.com/blog/market-map-reimagining-cfo-software-stackFailure Museum: https://failure.museum/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:CFO of FloQast on Why Finance Teams are Data Curators: The $7 Million Wake-Up Call: Mastering Rebates for Profitability with Enable's Nick Rose: G2 CFO Chad Gold on Building A Durable Career as a Venture Backed Exec: —TIMESTAMPS:(00:00) Preview and Intro(02:04) Sponsor – Rippling Spend | Pulley | Navan(06:08) The Fragmentation of the CFO Tool Ecosystem(07:24) Advice for Founders on Deep Domain Expertise(10:39) Enable: Disrupting an Existing Solution Versus Creating a New Category(12:32) The Prevalence of Spreadsheets in the Current Ecosystem(13:39) Solutions Built for Verticals Versus Horizontals(16:24) Sponsor – NetSuite | Planful | Tabs(20:22) Vertical Software and the Move to the Cloud(22:17) The Likelihood of Consolidation by Incumbents in the Space(24:53) Developments in the FP&A Space(26:55) The Future of AI Agents in Finance(28:05) The Five Key Rules of Partnerships: Partner Fit(29:17) Entering New Markets(30:16) Enablement: The Importance of Training(32:28) Reciprocation(33:49) How Often the Little Guy Approaches the Big Guy in Partnerships(34:51) M&A in Partnerships(37:01) The Best Way To Form a Partnership(37:45) The Inspiration Behind the Failure Museum(39:14) The Six Forces of Failure(40:38) Falling out of Product-Market Fit(41:25 Examples of Failures From the Failure Museum(44:58) How the Failure Museum Informs Sean's Work at Norwest(46:12) The Magic of Pivoting—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.#CFOsoftware #marketmap #verticalSaaS #FPandA #FailureMuseum Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

If you've been telling yourself it's too late to start a podcast or the space is too crowded, I'm here to lovingly call you out. The podcasting industry is thriving: audiences are growing, and it remains one of the few platforms where you have someone's undivided attention. There's still so much room for fresh, specific, binge-worthy shows! But here's the twist: while podcasting is booming, “winging it” is not a strategy. We've moved past the days of sitting in a closet with your iPhone and hoping for the best. You don't have to be fancy, but you DO need a plan. Ready to launch your podcast the right way? I created a free masterclass that walks you through every step: from setup to strategy to monetization. Grab your seat now at http://www.freepodcastclass.com! In this episode, I'm breaking down why now is the best possible time to start your show, what's changed in the industry (and what that means for new creators), and what you ACTUALLY need in place to grow a successful, aligned podcast If you're ready to make your voice heard in a way that supports your goals, this episode is your roadmap! 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/building-a-podcast-in-2025  Thanks to our Goal Digger Sponsors: Sign up for your $1/month Shopify trial period at http://shopify.com/goaldigger.  Find a co-host today at http://airbnb.com/host.  Transform your living space today with Cozey. Visit https://www.cozey.com: the home of possibilities, made easy. 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.

Fundraising doesn't have to feel transactional—and it shouldn't.This episode comes straight from the virtual stage of the Responsive Nonprofit Summit (RNS)—and it's packed with the kind of mindset shift we all need right now. Jon and Becky explore how moving from an "addition" mindset to a multiplication mindset can unlock transformational change in your fundraising efforts. It's not about doing more—it's about thinking differently and leading with purpose.With meaningful stories, real-world examples like Susan G. Komen, and insights rooted in research from leaders like Dr. Vivek Murthy, you'll uncover how to spark a movement grounded in genuine human connection.Whether you're a one-person shop or leading a major org, this episode will leave you inspired to stop working for your community and start building with them.

You've built something powerful with your business, but if you're still running every part of it, you're not leading—you're managing. If sustainable growth is the goal, then the way you operate has to evolve. There's a difference between owning your business and running it like a CEO. It's time to get out of the weeds and uplevel your leadership! Listen in as we go over the subtle signs that you aren't operating like a CEO and how to make the CEO mindset shift that can change everything for your business.The Unbreakable Business podcast is powered by HoneyBook, the AI-powered CRM platform for anyone with clients. Scale yourself and your business with all your leads, clients, projects, and payments in one place. Use the code PODCAST to get 20% off your first year as a new member.Important sections[3:31] It's time for a shift[4:03] Every day tasks are slowing you down[8:48] Confusing chaos for commitment[16:25] How to shift into a CEO mindset[25:07] What would a seven-figure business owner do?Resources mentionedEpisode 44: The secret to working less so you can make moreEpisode 76: Breaking out of the curse of expertiseConnect with the hostWebsite: podcast.honeybook.comIG: instagram.com/honeybookIG: instagram.com/akuakonadu_ Hosted on Acast. See acast.com/privacy for more information.

SaaStr 808: AI and Cybersecurity: Scaling Rubrik to a Billion Dollar Enterprise with Rubrik's Co-Founder and CTO In this episode, Kit Colbert, former CTO of VMware and Platform CTO at Invisible, sits down with Arvind  Nithrakashyap, Co-founder and CTO of Rubrik, to discuss the company's journey and innovations over the last 11 years.    Arvind  shares insights into Rubrik's platform for cyber resilience, their approach to scaling with multiple product pillars, and their unique use of hackathons to spark innovation. The conversation also delves into customer satisfaction strategies, the implementation of AI in both their products and internal processes, and how they measure the ROI of AI initiatives. With highlights of Rubrik's 39% year-over-year growth, a Net Promoter Score (NPS) of 80, and the launch of their AI product Ana, this episode offers valuable takeaways for businesses looking to scale and innovate.   ------------------ 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 ------------------ Hey everyone, we just hosted 10,000 of you at the SaaStr Annual in the SF Bay Area, and now get ready, because SaaStr AI is heading to London! On December 2nd and 3rd, we're bringing SaaStr AI to the heart of Europe. This is your chance to connect with 2,500+ SaaS and AI executives, founders, and investors, all sharing the secrets to scaling in the age of AI. Whether you're a founder, a revenue leader, or an investor, SaaStr AI in London is where the future of SaaS meets the power of AI. And we just announced tickets and sponsorships, so don't wait! Head to SaaStrLondon.com to grab yours and join us this December in London. SaaStr AI in London —where SaaS meets AI, and the next wave of innovation begins. See you there!

Ever feel like hitting pause on your career to raise a family is like pulling the emergency brake on your dreams? Well, what if that “pause” is actually a power move? Today I'm chatting with Neha Ruch: founder of Mother Untitled, the groundbreaking platform that's changing the way we think about ambition, motherhood, and career breaks. Her debut book, The Power Pause, is an interactive guide helping women view stay-at-home motherhood as a powerful, professional evolution. If you've ever wrestled with stepping away from your career or wondered how to make a comeback that feels aligned and empowered, this episode is for you. We're diving deep into how to intentionally plan a pause, find purpose in caregiving, and re-enter the workforce without missing a beat, so click play now! 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/how-to-take-a-career-break-neha-ruch  Thanks to our Goal Digger Sponsors: Sign up for your $1/month Shopify trial period at http://shopify.com/goaldigger.  Find a co-host today at http://airbnb.com/host.  Transform your living space today with Cozey. Visit https://www.cozey.com: the home of possibilities, made easy. 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.

When I shared a carousel on Instagram titled “10 ‘Normal' Things I Didn't Know Were ADHD,” I had no idea it would resonate so deeply. Thousands of women flooded the comments with messages like, “I've never felt so seen,” and “Are you living in my brain?” and honestly, I felt the same way. That post didn't come from research or theory; it was my lived experience. In this episode, I'm pulling back the curtain on the surprising moment I discovered I have ADHD at 35 and how it's impacted every aspect of my life: from how I run my business to how I navigate motherhood. I share the signs I missed, the strengths ADHD gave me, the hidden challenges it created, and what I've experimented with to support my brain, like meds, movement, and microdosing. This is part personal story, part practical insight, and part love letter to every woman who's ever wondered why life sometimes feels harder than it “should.” If you've ever thought you were just “bad at life,” this episode is for you. 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/how-my-adhd-entrepreneur-brain-built-my-business  Thanks to our Goal Digger Sponsors: Sign up for your $1/month Shopify trial period at http://shopify.com/goaldigger.  Find a co-host today at http://airbnb.com/host.  Transform your living space today with Cozey. Visit https://www.cozey.com: the home of possibilities, made easy. 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.