Podcasts about CRM

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    Best podcasts about CRM

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    Latest podcast episodes about CRM

    Earn Your Happy
    3 ChatGPT Prompts to Clarify Your Messaging, Sell, and Scale (Without Spending $25k on Consulting)

    Earn Your Happy

    Play Episode Listen Later May 22, 2025 17:36


    Want to grow faster without hiring expensive consultants? In this episode, I share 3 exact ChatGPT prompts I personally use to clarify my brand, create scroll-stopping copy, and boost conversions. These prompts have helped me refine Glōci's messaging, set better goals, and lock in marketing that works. Tune in to find out how to get these prompts copied and pasted straight to your DMs! Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS The biggest glōci sale of the year!  The 3 exact prompts I use to clarify my brands and grow faster. How I rewrite taglines and elevator pitches using ChatGPT. The copywriting prompt I use for scroll-stopping hooks and headlines. Why opt-ins matter more than ever in a post-algorithm world. RESOURCES Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

    Earn Your Happy
    Your Personal Blueprint for Making Tough Decisions with Human Design Expert, Erin Claire Jones

    Earn Your Happy

    Play Episode Listen Later May 21, 2025 61:51


    Ever felt pulled in two directions about a big life decision, or wondered why certain environments completely drain you? This conversation is going to hit home. Human Design expert Erin Claire Jones is back on the podcast and we get into the real stories behind how your design shows up in everyday life. I share the emotional back-and-forth I've experienced around big decisions (like having kids and where to live) and what happened when I tried to push through seasons of burnout instead of listening to my design. Erin breaks down how to use Human Design to make better decisions in business and relationships, and the surprising way your home, work environment, and even how you eat can affect how aligned—or frustrated—you feel. If you want to understand yourself and your people better, this episode is full of tips. Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS 00:00 What it takes to write and market a book. 04:45 What human design is and how it helps you operate. 09:30 The five different types of human designs. 17:00 How to use your design to lead better and communicate more clearly. 21:30 What your decision-making style reveals about you. 24:30 Using Human Design to get clear on big decisions (like having kids). 30:00 Your personal “red” and “green” flags of whether you're living in alignment. 37:30 How your environment directly impacts your energy, especially for certain Human Designs. 42:15 Where you're meant to live, and thrive, based on your Human Design. RESOURCES Get your copy of Erin's book “How Do You Choose?” HERE! Learn more about Human Design HERE!  Get Human Design custom guide HERE Use code: HAPPY at checkout for discount! Study Human Design with Erin HERE Use code HAPPY at checkout for a discount! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Erin: @erinclairejones Follow Human Design: @humandesignblueprint

    The Official SaaStr Podcast: SaaS | Founders | Investors
    SaaStr 802: SaaS + AI: It's Time to Move Much Faster with SaaStr CEO and Founder Jason Lemkin

    The Official SaaStr Podcast: SaaS | Founders | Investors

    Play Episode Listen Later May 21, 2025 34:02


    SaaStr 802: SaaS + AI: It's Time to Move Much Faster with SaaStr CEO and Founder Jason Lemkin Join SaaStr CEO and Founder Jason Lemkin in this compelling podcast that was recorded live from SaaStr Annual, as he discusses the rapid transformation in the SaaS industry driven by AI advancements. Reflecting on changes since last September, Jason emphasizes the necessity for SaaS leaders and companies to move faster, re-skill their teams, and adopt AI-first strategies to stay competitive. Hear real-world examples of how AI is revolutionizing sales, customer support, and coding productivity, leading to significant industry shifts. This session is a call to action with a message of tough love: adapt quickly, be relentless, and work harder to navigate the evolving landscape and ensure continued success. --------------------------------------------------------------------------------------------   Tired of listening to hours of sales calls? Recording is yesterday's game. Attention.com unleashes an army of AI sales agents that auto-update your CRM, build custom sales decks, spot cross-sell signals, and score calls before your coffee's cold. Teams like BambooHR and Scale AI already automate their Sales and RevOps using customer conversations. Step into the future at attention.com/saastr   --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------  

    In Between
    Ask A&A: How to Prep for Big Goals, Increase Your Pricing & Book Clients from TikTok

    In Between

    Play Episode Listen Later May 21, 2025 54:11


    This one's got range. We're talking through how to actually show up when your big goals finally land, what to do when your CRM system crashes your vibe, how we balance side hustle cash vs. W2 safety, and why Alexis now swears by micellar water on planes. Plus: the wildest melatonin travel fail. You asked, we answered—rapid fire, bestie-to-bestie. In between a big decision? Need advice? Drop a voice message and we'll answer it live on the podcast. Or submit a written question here if voice notes aren't your thing. //@inbetween.pod//@astridjohanaphoto//@alexisteichmiller

    Earn Your Happy
    The Million Dollar Question That Will Get You BIGGER Results

    Earn Your Happy

    Play Episode Listen Later May 20, 2025 15:31


    What if the only thing keeping you stuck is the size of the question you're asking? In this episode, Chris and I share the mindset shift that helped us rebuild our entire life after losing everything way back in 2008. We break down examples of how to upgrade your thinking, why small questions keep you in survival mode, and how asking better questions can unlock creativity, money, freedom, and joy. Tune in to level up the quality of your questions which will determine the quality of your life. Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS How your gut health affects your skin! Why success starts with the questions you're asking. The question that helped Chris and I go from broke to building a million-dollar income. What your questions reveal about your belief in what's possible for you. Examples of “big” vs. “small” questions you can start asking today. RESOURCES Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharderFollow glōci: @getgloci

    The Hardcore Closer Podcast
    Stack and Rack'em Savages | ReWire 1687

    The Hardcore Closer Podcast

    Play Episode Listen Later May 20, 2025 4:11


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

    The Industrial Talk Podcast with Scott MacKenzie

    Scott MacKenzie hosts Paul Jackson on the Industrial Talk Podcast, highlighting the renaissance in the industry and the importance of innovation, collaboration, and education. Paul Jackson, CEO of Method.me, discusses their no-code CRM platform designed for small businesses, particularly those using QuickBooks. Jackson shares a case study of a custom medical cabinet manufacturer who used Method.me to streamline their estimate process, saving time and costs. He emphasizes the potential of no-code solutions to adapt to business changes and predicts AI integration for future customization. Jackson also mentions the challenges of ERP systems and the importance of adopting technology to avoid business plateaus. Action Items [ ] @Scott MacKenzie - Consider attending the Boston ME Device conference in September 30 - October 1, 2025, as it may be relevant for businesses in the medical manufacturing industry. [ ] Reach out to Paul Jackson at method.me/industrial-talk to learn more about the platform and how it could benefit your business. [ ] Explore the evaluation process and checklist that method.me provides to help businesses determine their software needs. Budget Custom estimate screen for a client cost $1,500. Method is cheaper and less time-consuming than ERP solutions. Competition ERPs were mentioned as complex and costly alternatives. Excel and pen/paper are common alternatives used by 62% of Method's customers. SOS inventory mentioned as complementary solution for stronger inventory management. Objections Cost might be a shock for those not used to custom solutions. Biggest competition is not using anything, relying on Excel or pen and paper. Adoption of technology versus current practices can be challenging for small businesses. Small business owners often become bottlenecks, struggling to automate processes. Need Custom medical cabinet manufacturer struggled with complex estimation process. Owner became bottleneck for company growth due to manual processes. Businesses struggle to adopt technology, often using Excel or pen/paper. Companies hit roadblocks when scaling, needing customizable software solutions. Sentiment The tone was overwhelmingly positive, with Scott expressing excitement about the solution. Paul shared success stories and benefits of Method's no-code platform enthusiastically. Scott described the conversation as "great" and the solution as "impressive". Outline Introduction to Industrial Talk Podcast Speaker 1 introduces the Industrial Talk Podcast with Scott MacKenzie, emphasizing its focus on industry professionals and innovations. Scott MacKenzie welcomes listeners and highlights the importance of industrial professionals, encouraging them to own their achievements. Scott MacKenzie discusses the current renaissance in the industry and the excitement surrounding new technologies and solutions. Scott MacKenzie mentions his upcoming book, which will provide strategies for solving pain points in the industry, and encourages listeners to download it. Introduction of Paul Jackson and Method.me Scott MacKenzie introduces Paul Jackson, founder and CEO of Method.me, a CRM platform designed for small businesses. Paul Jackson's background is briefly discussed, including his experience in running a service business and his transition to software development. Scott MacKenzie emphasizes the importance of educating, collaborating, and innovating in the...

    WBSRocks: Business Growth with ERP and Digital Transformation
    WBSP721: Grow Your Business by Understanding Pegasystems' Capabilities, an Objective Panel Discussion

    WBSRocks: Business Growth with ERP and Digital Transformation

    Play Episode Listen Later May 20, 2025 55:39


    Send us a textCall center and customer service workflows, particularly in heavily regulated sectors like banking, financial services, and insurance, often involve a level of complexity that standard CRM platforms struggle to accommodate. Processes such as client onboarding, approval cycles, and exception handling require dynamic, BPM-like capabilities that go beyond basic ticketing or task management. While major CRM solutions may offer customization, they frequently lack the agility and deep integration needed for real-time process orchestration and ad-hoc decision-making. This is where Pegasystems distinguishes itself, leveraging its strengths in process automation, AI-driven decisioning, and dynamic case management to manage intricate workflows with precision and adaptability. Positioned as a leader in the convergence of CRM and business process management, Pegasystems stands out for organizations seeking a platform that can handle complex service environments while maintaining compliance and operational efficiency.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Pegasystems' capabilities. We covered many grounds, including where Pegasystems might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Pegasystems.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

    REBLutionize Your Marketing, Your Business, Your Life
    Ep. 36: Revolutionizing Sales and Marketing with AI & Automations

    REBLutionize Your Marketing, Your Business, Your Life

    Play Episode Listen Later May 20, 2025 25:37


    In this conversation, Greg Grand discusses the critical intersection of sales and marketing, emphasizing the importance of building a solid sales infrastructure, overcoming CRM adoption challenges, and integrating marketing efforts with sales teams. He shares insights on leveraging AI for personalized prospecting and highlights key strategies for ensuring sales team success, including the significance of structured onboarding and realistic expectations for new hires. Takeaways:-Sales and marketing must work together for effective growth.-Building a strong sales infrastructure is essential for success.-CRM adoption is often hindered by team perceptions and habits.-Unified platforms enhance collaboration between sales and marketing.-AI can significantly improve sales prospecting efforts.-Sales leaders should adopt a servant leadership approach.-Compensation plans are crucial for motivating sales teams.-New sales hires require structured onboarding to succeed.-Expectations for new sales hires should be realistic and patient.-Continuous learning and adaptation are key in the evolving sales landscape. If you would like to speak with Greg Grand, please contact him at greg@gsquaredadvisors.com.

    Millionaire Car Salesman Podcast
    EP 10:19 The New Automotive Rules of Engagement: Voicemail, AI & Social Media Content

    Millionaire Car Salesman Podcast

    Play Episode Listen Later May 20, 2025 59:49


    In this episode of the Millionaire Car Salesman Podcast, LA Williams and Tianna Mick (aka T Got Your Keys) pull back the curtain on some of the most overlooked—and underutilized—strategies that today's top automotive professionals are using to drive real results. "Social media absolutely has to be social. I got some tips that I could give to you if you want me." — LA Williams From communication techniques that reignite cold leads to modern tools that streamline the sales process, this high-energy conversation touches on the evolving toolkit of the 2025 car salesperson. Without giving too much away, let's just say if you've ever underestimated the power of a voicemail or dismissed AI as a “future thing,” this episode is about to change your mind. "AI is to just make workarounds so that way you actually have more time to focus on the things that are going to yield you the biggest result." — Tianna Mick Tianna and LA break down how today's buyers want to be engaged—and more importantly, how you can become the kind of salesperson who shows up where they are, with the right message, at the right time. If you're ready to stop selling like it's 2012 and start connecting like it's 2025, this episode is for you.   Key Takeaways: ✅ Voicemail Strategy: Creating engaging, curiosity-driven voicemails can significantly increase customer callbacks and drive sales success. ✅ AI in Dealerships: AI tools like ChatGPT and Podium enhance customer service by providing quick and relevant responses, ultimately improving lead conversion. ✅ Social Media Engagement: Leveraging platforms like Facebook and Instagram with a mix of personal, professional, and purposeful content helps build a loyal customer base. ✅ Personalization and Authenticity: Personalizing interactions and maintaining authenticity in customer communications is crucial for building trust and driving sales. ✅ AI Training for Sales: Encouraging salespeople to familiarize themselves with AI tools can streamline operations and save time, allowing focus on high-impact activities.   About LA Williams aka The Blind Master LA Williams, also known as the "Blind Phone Master," co-creates the Millionaire Car Salesman Podcast. With extensive experience in automotive sales, LA specializes in effective communication strategies, particularly over the phone. Known for his ability to transform ordinary sales approaches into high-impact experiences, he uses his expertise to teach others how to achieve success in the car sales industry. LA is also recognized for his innovative use of technology, especially AI, to improve sales processes.   About Tianna Mick aka T Got Your Keys Tianna Mick, famously known as "T Got Your Keys," is a prominent figure in the automotive sales space. With a deep-rooted passion for engaging with customers through social media and digital platforms, she leverages cutting-edge tools and strategies to maximize customer engagement. Tianna is an enthusiastic champion of dealership success, providing valuable insights on sales through various media, including the Millionaire Car Salesman Podcast.   Maximize Your Sales: The Art of Voicemails, AI, and Social Media in Car Sales Unlock the hidden potential of your dealership through the strategic use of voicemails, AI, and social media. A transformative approach to customer engagement is vital for boosting your bottom line this year. With effective communication strategies and technology-driven insights, you can revolutionize your dealership's operations and set the stage for unprecedented growth. Key Takeaways Voicemails Are Alive and Thriving: Contrary to popular belief, voicemails are a potent tool for engaging customers, as long as they are used correctly. AI as Your Secret Weapon: Leverage AI in every aspect of your dealership—from managing leads to sending perfect follow-ups. Social Media: Friend or Foe?: Embrace social platforms for what they were meant to be—social and engaging.   Voicemails: Not Just Old School, But Smart Voicemails are far from dead, especially if you know how to use them wisely. The power of a well-crafted voicemail lies in its ability to make the recipient curious enough to give you a callback. As LA Williams emphasizes, "If we could get conversations going…that's half the battle." Voicemail mastery involves not just what you say but how you say it—infusing the message with energy and a tone of trustworthiness while keeping them short and under 30 seconds. Williams further cautions against leaving dead voicemail messages. You know the ones—monotonously reminding prospects of what they already know. Instead, he advises creating valid curiosity using pointed questions. He asserts, "Tell the person that you have some key questions that you need to run by them." This technique effectively pulls the customer in and increases engagement rates. Despite the technological advancements in telecommunications, voicemail continues to be a fundamental tool in the salesperson's toolkit. With phones now transcribing voicemails into text, this feature offers a dual-engagement mode—listening and reading. The versatility of voicemails makes them an asset for reaching today's busy consumers. Harnessing the Power of AI for Lead Conversion Artificial Intelligence is not only the future; it's the present. It is a versatile tool that uniquely complements human efforts by managing leads and prompting timely follow-ups. As LA Williams introduces it, "Podium has Jerry, an AI whiz that sets up test drives, answers questions… and facilitates seamless sales." AI platforms like ChatGPT offer tailored sales messages, be they emails or text messages, carefully crafted to suit the customer's journey. The magic happens when AI is set to act like an intern—making suggestions, learning from each interaction, and evolving based on feedback. Williams shares a vivid story about how an AI app once malfunctioned, showing how deeply sales professionals rely on these tools. AI revolutionizes communication by enhancing the speed with which leads are managed. Instant responses are crucial in keeping customers warm, especially when a human may not be available to answer a call immediately. "Speed to lead is paramount," Williams reminds us, driving home the importance of fast, accurate customer service now achievable through AI integrations. Social Media Engagement: Beyond the Basics Social media isn't just another marketing tool; it's a robust platform for dynamic engagement. By presenting oneself authentically, you transform followers into raving fans. Williams explains, "From posting motivational quotes to sharing personal moments, social media should be an amalgamation of personal and professional." The strength of platforms like Facebook and Instagram lies in their capacity to humanize businesses and salespeople. Incorporating a balanced content strategy—personal, professional, purposeful, and polls—turns casual scrolls into potential sales leads. This dynamic space also represents the perfect proving ground for integrating AI-created messages. Social media's double-edged sword lies in how its ease of access can lead to lost opportunities if you aren't fully leveraging it. For car sales professionals, it serves as an extension of the dealership—bridging the gap between traditional sales techniques and the modern consumer journey. With these insights into voicemails, AI, and social media, the path to improving customer engagement and ultimately boosting sales is a journey revolving around choice and adaptation. Whether it's crafting that perfect voicemail, harnessing AI to nurture leads, or mastering the nuance of social media, each of these elements holds the potential to transform your dealership into a powerhouse. The time to act is now, and the tools you need are right at your fingertips. The future of auto sales won't wait—will you?     Resources: Podium: Discover how Podium's innovative AI technology can unlock unparalleled efficiency and drive your dealership's sales to new heights. Visit www.podium.com/mcs to learn more!   ProMax: Complete CRM: Complete CRM is a streamlined, all-in-one system that simplifies your dealership software and processes so you can manage every aspect of your operation with ease; from tracking and following up on leads, desking deals, managing inventory, marketing to your customers, and more. Visit www.nccdirect.com/dealer-synergy to learn more!   Dealer Synergy & Bradley On Demand: The automotive industry's #1 training, tracking, testing, and certification platform and consulting & accountability firm.   The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry! With over 29,000 members, gain access to successful automotive mentors & managers, the best industry practices, & collaborate with automotive professionals from around the WORLD! Join The Millionaire Car Salesman Facebook Group today!   Win the Game of Googleopoly: Unlocking the secret strategy of search engines.     The Millionaire Car Salesman Podcast is Proudly Sponsored By: Podium: Elevating Dealership Excellence with Intelligent Customer Engagement Solutions. Unlock unparalleled efficiency and drive sales with Podium's innovative AI technology, featured proudly on the Millionaire Car Salesman Podcast. Visit www.podium.com/mcs to learn more!   ProMax: Complete CRM: As an innovative leader in the industry for the last 30 years, Complete CRM is designed to give your dealership the competitive edge in a demanding marketplace. Powered by Complete Credit™ and award-winning desking, Complete CRM™ is the industry's only credit and compliance-enabled CRM that lets dealers achieve maximum profitability on every deal. Built on modern technology, Complete CRM seamlessly integrates credit, compliance, inventory, data mining, lead generation, enterprise functionality, and customized reporting in one tool with a single login. Visit www.nccdirect.com/dealer-synergy to learn more!   Dealer Synergy: The #1 Automotive Sales Training, Consulting, and Accountability Firm in the industry! With over two decades of experience in building Internet Departments and BDCs, we have developed the most effective automotive Internet Sales, BDC, and CRM solutions. Our expertise in creating phone scripts, rebuttals, CRM action plans, strategies, and templates ensures that your dealership's tools and personnel reach their full potential.   Bradley On Demand: The automotive sales industry's top Interactive Training, Tracking, Testing, and Certification Platform. Featuring LIVE Classes and over 9,000 training modules, our platform equips your dealership with everything needed to sell more cars, more often, and more profitably!

    Pipeliners Podcast
    Episode 389: AGA Gas Control Committee with Laura Ade, Scott Craig, and Andy Donato

    Pipeliners Podcast

    Play Episode Listen Later May 20, 2025 30:58


    In this episode of the Pipeliners Podcast, host Russel Treat is joined by Laura Ade, Scott Craig, and Andy Donato - chairs of the Gas Control Committee - during the 2025 AGA Operations Conference in Aurora, Colorado.  Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions. 

    Production Value Matters: The Business Event Podcast
    From WOW to ROI: How To Create Events That Mean Business with Isabelle Camp

    Production Value Matters: The Business Event Podcast

    Play Episode Listen Later May 20, 2025 36:19


    In this episode of Production Value Matters, host Matthew Byrne is joined by Isabelle Camp, Global Head of Events at Cohere, to break down what it really takes to design events that deliver measurable business impact. From strategic planning to post-event automation, Isabelle shares the systems, team alignment strategies, and data practices that transform events into revenue engines. Whether you're navigating disconnects between sales and marketing or looking to move beyond vanity metrics, this episode offers a playbook for event pros who want real pipeline results in today's B2B landscape. You'll also hear why creative experiences still matter, how to avoid cookie-cutter formats, and what metrics actually move the needle when it comes to pipeline influence. What you'll learn: How to align event strategy with company-wide business goals Ways to bridge the gap between sales and marketing through events How to track pipeline impact using CRM and automation Why clear pre-event objectives lead to stronger post-event reporting How to balance creativity with data-driven decision-making Strategies for scaling what works—and cutting what doesn't Isabelle Camp brings over a decade of global event marketing experience, from enterprise trade shows to product launches. Now leading the charge at Canada's top AI company, Cohere, she's redefining what success looks like in strategic events and how to achieve it at scale. If you enjoyed this episode, make sure to subscribe, rate, and review on Apple Podcasts and Spotify. Host LinkedIn: linkedin.com/in/matthewbyrnecsep Guest LinkedIn: linkedin.com/isabelle-camp/ For additional resources for #eventprofs visit www.productionvaluematters.com For additional resources for #eventprofs visit www.productionvaluematters.comCheck out our 3 most downloaded episodes:Measuring Value in Your Events: Insights from Jodi CollenEducating Clients and Managing Expectations in Event Production with Fransiska WeckesserThe Intersection of Event Planning and Psychology with Victoria Matey Hosted on Acast. See acast.com/privacy for more information.

    De Nyenrode Podcast
    Emiel Putman - "Bedrijven geleid vanuit compassie presteren beter"

    De Nyenrode Podcast

    Play Episode Listen Later May 20, 2025 44:11


    Wat als je zeker weet dat je wilt ondernemen, maar nog niet wát je wilt ondernemen? In de nieuwste aflevering van onze podcast Ondernemend Nyenrode gaan we in gesprek met Emiel Putman – rasondernemer, investeerder en voormalig CEO van Fellowmind. Zijn ondernemersreis begon uiteindelijk met een gat in de markt: de wereld van technische marketingoplossingen, specifiek in CRM-software. Met zijn bedrijf Fellowmind groeide hij eerst organisch, en later via strategische overnames. Persoonlijk leiderschap is voor Emil belangrijk. Een voortdurende zoektocht naar je onderbewustzijn. “Het is niet iets dat je in één cursus leert,” legt hij uit. “Het is een continue reis waarin je jezelf beter leert kennen, je drijfveren, je talenten en je valkuilen.” Tegenwoordig is Emiel actief als investeerder, met compassie als zijn kompas. Hij kiest bewust voor bedrijven waarin mens en technologie samenkomen. Hij vertelt: “Organisaties die worden geleid vanuit compassie presteren vaak beter, met betrokken medewerkers en duurzame resultaten.” Ondernemend Nyenrode is een podcast waarin ambitieuze en nieuwsgierige studenten willen leren van succesvolle ondernemers en CEO's.

    Earn Your Happy
    Simple Steps to Build a Sellable Business and Create Life-Changing Wealth with Carrie Kerpen

    Earn Your Happy

    Play Episode Listen Later May 19, 2025 68:16


    Get ready to turn your current business into a life-changing asset! In this episode, I'm joined by Carrie Kerpen, founder of The Whisper Group, to talk about building businesses designed to sell. She shares the 7-part WHISPER framework that's helped countless women founders prepare for exits on their terms. We talk about how to create systems that protect your team, how to time your exit before burnout hits, and why every business deserves a roadmap to financial freedom. Plus, tune in now to get a chance to join our book giveaway! Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS 00:00 What types of businesses can actually be sold? 05:30 The 7-part framework to build a sellable company. 11:30 How to identify and articulate your company's “secret sauce”. 17:30 How SOPs protect your business when people leave? 23:30 Why your team needs systems and incentives to stay through an exit. 29:45 When is the right time to sell your company? 35:00 Tips to choose the right advisor to help sell your business. 41:30 What founders must know about due diligence and buyer negotiations. 50:15 What is Whisper Collective? 53:45 How to get your free copy of Carrie's book, "The Whisper Way". RESOURCES Get your copy of The Whisper Way book ⁠HERE⁠! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Carrie: @carriekerpen

    Build Your Network
    Make Money by Using AI to Multiply Your Team's Impact | Robin Alex

    Build Your Network

    Play Episode Listen Later May 19, 2025 34:01


    Visit GoHighLevel.com/Travis to try the ultimate all-in-one CRM platform. Alex is the COO and co-founder of GoHighLevel, a billion-dollar marketing and CRM platform that has transformed how agencies and local businesses operate. With a background in tech and entrepreneurship, Robin's journey spans from running a game server company in college to leading one of the fastest-growing SaaS companies in the world. His unique blend of technical expertise, agency experience, and people-first leadership has made him a respected figure in the SaaS and marketing automation space. On this episode we talk about: Robin's path from tech-savvy entrepreneur to GoHighLevel co-founder How GoHighLevel scaled to 3-4 million users and 1,800+ employees in under seven years The impact of AI on business operations, jobs, and new opportunities like prompt engineering The critical role of soft skills-leadership, communication, persuasion-in an AI-driven world The difference between running an agency as a job versus building a scalable business Bootstrapping GoHighLevel and the power of organic, product-led growth Balancing family, priorities, and founder life Top 3 Takeaways Embracing AI and new technology can multiply your team's impact, but leveraging soft skills like leadership and communication remains irreplaceable. Building a scalable business requires moving beyond “just a job”-focus on systems, recurring revenue, and solving real customer problems. Organic growth, strong partnerships, and listening to your customers are key drivers for sustainable SaaS success Check out FranBridge Consulting for premier non-food franchise opportunities: travischappell.com/franbridgeRobin Learn more about your ad choices. Visit megaphone.fm/adchoices

    Badass Direct Sales Mastery
    Eric Stopper: Pack Your Pipeline

    Badass Direct Sales Mastery

    Play Episode Listen Later May 19, 2025 39:54


    About Eric Stopper:Eric is a jiu-jitsu coach, professional podcaster, YouTuber, and e-commerce entrepreneur who has worked with over 2000 brands. He co-founded Profitibull, a software company that specializes in AI and Automation for companies looking to scale high-ticket products and services like coaching, courses, leadership development, functional medicine, and more. He lives in San Antonio, Texas, with his wife and two sons.In this episode, Jennie Bellinger and Eric Stopper discuss:Power of automation for lead nurturingValue of voicemail drops and SMS in outreachMindset shift from selling to servingImportance of consistent follow-up (10+ touches)Using Go High Level to streamline marketing and affiliate systemsKey Takeaways:Automation isn't impersonal—it's essential, and by thoughtfully setting up systems like voicemail drops, SMS, and email sequences, entrepreneurs can follow up with consistency and scale without losing authenticity.Tools like Go High Level eliminate the need for juggling multiple platforms, giving businesses a clear edge through streamlined workflows and centralized communication.Follow-up isn't optional—it's where sales happen.When you lead with sincere value and strategic segmentation, even automated messages can feel personal and build meaningful connections.Treating referral partners and team members like high-value leads—with structured onboarding, nurturing, and communication—can boost engagement and retention significantly."You can't ever hit it out of the park unless you actually step up to the plate.” — Eric StopperConnect with Eric Stopper:  Facebook Name: https://www.facebook.com/eric.stopperFacebook Business Page: https://www.facebook.com/profitibulladsLinkedIn URL: https://www.linkedin.com/in/ericstopper/Instagram Link: https://www.instagram.com/ericstopper11/Link to Gift from Eric Stopper:

    MakingChips | Equipping Manufacturing Leaders
    The Tech Stack Advantage: Turning Software into a Sales Tool for Machine Shops, 465

    MakingChips | Equipping Manufacturing Leaders

    Play Episode Listen Later May 19, 2025 57:33


    When you're launching or scaling a machine shop, it's easy to think of software as a cost—something you "have to have" just to get by. But what if your tech stack could become your sharpest competitive edge?  In this episode of the Machine Shop MBA series, we are joined by returning guest and digital strategy expert Bryce Barnes to unpack why your software decisions might matter more than your next CNC machine purchase. They explore how an intentional, integrated digital backbone isn't just for managing data—it's about accelerating sales, boosting throughput, and future-proofing your shop. We share our own journeys with building digital infrastructure from scratch, transitioning off spreadsheets, and how we now see our systems as a key part of our brand. The reality is, when your systems are dialed in, they don't just save time—they win work. We've seen it ourselves: customers are more confident, audits are smoother, and top talent is easier to attract when you run a modern, connected operation. We break down the key components of a modern machine shop's digital ecosystem—from ERP and QMS to CAD/CAM, CRM, and even the email domain you choose when naming your business. We explain how integrations reduce risk and waste, why starting early simplifies everything later, and how a great tech stack not only saves time but wins customers. Whether you're quoting parts on an Excel sheet, trying to choose your first ERP, or just curious how cloud, AI, and machine monitoring can fit into your daily operations, this episode is an essential listen. It's not a tech tutorial—it's a business strategy conversation every shop owner needs to hear. The takeaway? Don't tack on software as an afterthought. Build your shop around it. Segments (0:00) Broken spreadsheets and the hidden dangers of quoting errors (0:35) Let ProShop ERP help you achieve on-time delivery  (2:10) Why the MBA series is resonating with startup shop owners (3:26) From machines to mindsets: introducing the digital backbone (5:32) What a tech stack actually includes (and why it matters early) (6:48) How shops can and should go paperless (8:29) Email addresses, domains, and the perception of professionalism (9:10) Tech stack mindset: cost center vs. competitive advantage (13:21) CRM, marketing, and quoting: connecting the whole flow (16:54) The case for seamless data flow and integration (18:10) Human input, machine monitoring, and minimizing mistakes (20:11) Designing your workflows digitally, not retrofitting after (21:35) The value of ERP systems built specifically for machine shops (25:58) Grow your top and bottom line with CLA (27:42) A jaw-dropping machine monitoring story from aerospace (29:45) Where to start with scale: communications and safety (32:40) Matching tech stack to business model (high-mix vs. high-volume) (35:02) Involving your team in tech decisions increases buy-in and success (36:13) Choosing tools with a strong community and support ecosystem (39:00) Pros and cons of cloud infrastructure for manufacturers (43:30) The hidden cost of old tech: attracting and retaining talent (46:30) Getting IT help doesn't mean hiring full-time staff (47:00) A lean and logical order to build your tech stack from day one (50:00) Don't forget cybersecurity—it's essential, not optional (51:40) Why early investment pays off more than late retrofitting (53:00) Your tech stack is also your sales pitch (54:00) The virtuous cycle of the right tools: fewer mistakes, more wins (55:35) What's next: Building your brand and growing your sales  Resources mentioned on this episode Tech Stack Checklist  Your 6-Step Guide to Achieving Over 95% On-Time Delivery ProShop ERP Paperless Parts Grow your top and bottom line with CLA Quickbooks Xero Connect With MakingChips www.MakingChips.com On Facebook On LinkedIn On Instagram On Twitter On YouTube

    Scale Your Sales Podcast
    #285 Hayal Koc - Embracing Change, Curiosity, and Resilience in Sales Leadership

    Scale Your Sales Podcast

    Play Episode Listen Later May 19, 2025 33:07


    In this weeks' Scale Your Sales Podcast episode, my guest is Hayal Koc.   Hayal is a Regional Vice President at Salesforce, the world's leading digital labor and CRM platform. She recently relocated to London, where she led a team of top sales professionals partnering with companies across all industries in the UK and Ireland. Prior to Salesforce, I co-founded and led sales and business development at a HR-tech startup based in Istanbul, Turkey and I began my career in investment banking and consulting, working at top global firms JP Morgan, EY and PwC.   In today's episode of Scale Your Sales podcast, Hayal explores the mindset needed to navigate constant change, focusing on curiosity, resilience, and detachment from fixed outcomes. She shares lessons from her multicultural background, her journey in building trust and confidence as a leader, and offers practical strategies for coaching teams by empowering individuals. This conversation provides valuable insights for those stepping into new roles, leading diverse teams, or aiming to make a meaningful organizational impact.   Welcome to Scale Your Sales Podcast, Hayal Koc.     Timestamps: 00:00 Embracing Change, Curiosity, and Resilience in Sales Leadership 04:16 Career Growth Through Curiosity 07:28 Proactive Career Planning 12:35 Approach New Roles with Fresh Perspective 15:12 Preparing for Success through Understanding 20:47 First Female Leader Experience 23:56 Personalized Team Management Conversations 27:46 Embrace Curiosity and Technology 29:55 Integrity and Impact Focus     https://www.linkedin.com/in/hayalkoc/     Janice B Gordon is the award-winning Customer Growth Expert and Scale Your Sales Framework founder. She is by LinkedIn Sales 15 Innovating Sales Influencers to Follow 2021, the Top 50 Global Thought Leaders and Influencers on Customer Experience Nov 2020 and 150 Women B2B Thought Leaders You Should Follow in 2021. Janice helps companies worldwide to reimagine revenue growth thought customer experience and sales.   Book Janice to speak virtually at your next event: https://janicebgordon.com LinkedIn: https://www.linkedin.com/janice-b-gordon/ Twitter: https://twitter.com/JaniceBGordon Scale Your Sales Podcast: https://scaleyoursales.co.uk/podcast More on the blog: https://scaleyoursales.co.uk/blog Instagram: https://www.instagram.com/janicebgordon Facebook: https://www.facebook.com/ScaleYourSales And more!   Visit our podcast website https://scaleyoursales.co.uk/podcast/ to watch or listen.

    Salesology - Conversations with Sales Leaders
    139: Josh Blackman – Everyone is a Salesperson

    Salesology - Conversations with Sales Leaders

    Play Episode Listen Later May 19, 2025 29:30


    Guest: Josh Blackman   Guest Bio: ​Josh Blackman is a licensed attorney, real estate broker, insurance broker, and general contractor. Mr. Blackman has some 45 years of business experience as a computer programmer, technical writer, practicing attorney, and entrepreneur. He has founded some six varied profitable companies, including a newsletter publisher, an email/postal-list marketer, a property manager, a real estate brokerage, a construction firm, a real estate holding company, and an insurance brokerage. His business experience includes overall managerial and administrative, marketing, people, project, and financial management, public speaking, contract drafting, and negotiation. He is the author of books and magazine articles involving law, the internet, property management, and real estate compliance.   Key Points: Business Overview · Based in Brooklyn, serving Brooklyn, Manhattan, and Queens. · Manages 130 properties with a staff of 25 employees.   What He Loves About the Business · It's never boring and highly detail-oriented. · Enjoys the variety, from client management to running operations. · The business keeps him constantly learning and adapting.   Sales Philosophy & Structure · Everyone is a salesperson — property managers, field staff, and leadership alike. · Josh and his COO focus on high-level sales to condo/co-op boards and rental building owners. · Sales also includes contracting work, managed by the Chief of Construction.   How Sales Culture is Built · Sales mindset is introduced during hiring and reinforced with weekly meetings. · Uses bonuses and metrics to reward those who generate work and retain clients. · Encourages employee idea-sharing to improve the company and drive growth.   Finding and Managing Leads · Generates “zillions of leads” mainly through SEO—a result of strong optimization since the company's founding. · Also gets leads from vehicle branding, signage on properties, and local reputation. · Faces challenges not in finding leads, but in closing them, partly due to pricing and capacity.   Lead Qualification · Has a process to vet prospects based on: o Location o Property condition and size o Willingness to follow legal requirements (e.g., insurance, safety) · Avoids clients who cut corners or ignore regulations.   CRM & Follow-Up Challenges · Only recently began centralizing lead info, moving from spreadsheets to CRM. · A major sales challenge is a lack of follow-up, especially on complex, multi-step jobs. · Emphasizes organization and tracking: writing things down, prioritizing tasks daily.   Leadership Approach · Inspired by insights from his wife, a child psychologist: reward the positive, understand human motivation. · Sees parallels between parenting and management: leading with structure, support, and positive reinforcement.   Guest Links: LinkedIn: https://www.linkedin.com/in/josh-blackman-734b1b5/ Website: brownstonepropertygroup.com       About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus, and revenue generation experts. Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. If you are a business owner or sales manager with an underperforming sales team, let's talk. Click here to schedule a time. Please subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Instagram, and check out our website at https://gosalesology.com/. 

    Wholesale Hotline
    Exactly How This Newby Did Her First Real Estate Deal | Flipping Mastery Show

    Wholesale Hotline

    Play Episode Listen Later May 18, 2025 29:04


    Today on the Wholesale Hotline Podcast (Flipping Mastery Edition), Jerry Norton is joined by Jen Salcedo to break down their wholesaling real estate journey. Show notes -- in this episode we'll cover: Jen shares how a single referral from her mom led to a $129,000 wholesale deal—without a CRM, fancy tools, or even asking for the price for six months. She reveals how six months of consistent follow-up (every three weeks) kept her top-of-mind and ultimately landed the deal once the seller was finally ready. A last-minute pivot from flipping to wholesaling led to a $117K profit jump, thanks to listing the property on the MLS and attracting a "unicorn" cash buyer offering $290K. Jen and her partner Jasmine leaned into the "takedown method," buying the property outright, then relisting to maximize exposure and attract outlier buyers. Now full-time wholesalers, the duo targets $30K/month using direct mail with real offers, reverse-engineered from zip codes and buyer activity—proving consistent systems beat one-off luck.    Please give us a rating and let us know how we are doing! ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖  ☎️ Welcome to Wholesale Hotline & Flipping Mastery Breakout! ☎️ Jerry Norton went from digging holes for minimum wage in his mid 20's to becoming a millionaire by the age of 30. Today he's the nation's leading expert on flipping houses and has taught thousands of people how to live their dream lifestyle through real estate.   **NOTE: To Download any of Jerry's FREE training, tools, or resources… Click on the link provided and enter your email. The download is automatically emailed to you. If you don't see it, check your junk/spam folder, in case your email provider put it there. If you still don't see it, contact our support at: support@flippingmastery.com or 888) 958-3028.  ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖  

    Advisor Talk with Frank LaRosa
    What is JEDI: And Why it Matters for Financial Advisors

    Advisor Talk with Frank LaRosa

    Play Episode Listen Later May 17, 2025 19:20


    Key takeaways include:-What “managed CRM services” actually mean for advisors-How JEDI helps automate repetitive tasks like RMD reminders and client scheduling-Why data integrity is non-negotiable - and how to test if your data is clean-The direct impact of CRM optimization on firm valuation and exit strategy-Real use cases for automation, integration, and proactive problem solvingWhether you're growing your practice or thinking long-term about your legacy, this conversation is packed with tactical insights to help you get more out of your CRM - and your business.Connect with Us:Learn more at www.JEDIDatabaseSolutions.comContact Sue at sue@eliteconsultingpartners.comCheck out some of JEDI's resources here! - https://jedidatabasesolutions.com/resources/

    Build Your Network
    Make Money by Leveraging the Right Technology | Varun Vairavan

    Build Your Network

    Play Episode Listen Later May 17, 2025 46:26


    Visit GoHighLevel.com/Travis to try the ultimate all-in-one CRM platform. Varun Vairavan is the co-founder and CTO of GoHighLevel, a leading SaaS platform empowering marketing agencies and businesses to automate and scale their operations. With over a decade of experience in software engineering and product development, Varun's journey began as a computer whiz in his school years and evolved through roles at Plivo and Adaptavant Technology Solutions before he co-founded GoHighLevel in 2018. Driven by a passion for practical problem-solving and a vision to help small and medium businesses succeed, Varun played a pivotal role in building GoHighLevel from the ground up, focusing on innovative solutions for web directory listings, reputation management, appointment booking, and multi-channel customer engagement. His technical leadership and commitment to customer feedback have been instrumental in transforming GoHighLevel into a global platform serving thousands of agencies and businesses. Based in Qatar, Varun continues to lead GoHighLevel's engineering and product teams, championing a remote-first culture and pushing the boundaries of CRM and AI-driven business automation. Check out FranBridge Consulting for premier non-food franchise opportunities: travischappell.com/franbridge Learn more about your ad choices. Visit megaphone.fm/adchoices

    Build Your Network
    Make Money with Sober Living Facilities | Brice Hancock

    Build Your Network

    Play Episode Listen Later May 16, 2025 25:43


    Visit GoHighLevel.com/Travis to try the ultimate all-in-one CRM platform. Brice is the executive director for Mile High Sober Living and an active member of Denver's sober community. He believes that life is about “things to do and people to do them with”. Brice regularly exercises and goes to the gym, he plays guitar, likes music, art, spirituality, constant self-improvement, and spending time with his son. In a previous life, he owned a live music bar and was surrounded by active alcoholism and addiction and now is surrounded by recovery. He is a realtor and the president of a 501c3 non-profit called Musicians Recovery Project which raises money for treatment for those with limited resources in early recovery. Connect with Brice: http://www.milehighrecoverycenter.comhttp://www.milehighsoberliving.com Check out FranBridge Consulting for premier non-food franchise opportunities: travischappell.com/franbridge Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Roofer Show
    432: From Chaos to Control: Proven Systems to Grow Your Roofing Business with John DeLaurier

    The Roofer Show

    Play Episode Listen Later May 16, 2025 77:09


    Today, Dave is excited to speak with John DeLaurier about the hurdles roofing contractors often encounter, especially why traditional coaching doesn't work for 80% of them. They dive into how crucial commitment, mindset, and smart financial management are for success. Dave also rolls out a new mentoring program that provides hands-on support, setting it apart from the usual coaching methods. They touch on the importance of quality control, effective communication with customers, and using technology like CRM systems. Tune in to hear how to focus on improving your business processes to make it more profitable and sustainable!What you'll hear in this episode:Challenges faced by roofing contractorsReasons why traditional coaching fails for 80% of contractorsImportance of commitment and the right mindset for successIntroduction of a new mentoring program for hands-on supportSignificance of financial management and understanding financial statementsRole of CRM systems in improving business operationsStrategies for effective customer communication and managing change ordersImportance of quality control and accountability in roofing projectsMaximizing opportunities for referrals and follow-up with customersEmphasis on working on the business rather than just in it for long-term successConnect with John DeLaurierInstagramTikTokYouTubeResources:Check out this episode on our YouTube channel at @DaveSullivanRooferShow or use this link - https://www.youtube.com/@DaveSullivanRooferShowBe sure to subscribe, like, and comment!Set up a FREE strategy call with Dave and get a few tips on how you can improve your business: https://davesullivan.as.me/free-strategy-callInterested in learning more about our 1-on-1 coaching, mastermind groups, or fractional CFO services? Email me or send me a text at (510) 612-1450.No Plan? No problem. Download our FREE 1-Page Business Plan For Roofing Contractors: https://theroofershow.com/planThe Roofer Show's Vetted SponsorsAutomate your follow-up process and close more sales with ProLine. Get started for FREE at https://useproline.com/?via=roofercoach. Use promo code DAVE50 for $50 off your first month's service!Have RUBY answer your phones and tee up the sale by leaving a great first impression. Use this link to get up to $150 off your first month's service: ruby.com/roofershow.SMA Support Services fills a need by empowering contractors to simplify and optimize their operational processes with virtual assistant services. Explore what a virtual assistant can do for your contracting business. Let SMA do the hiring, training, and onboarding. Check out SMAsupport.us (Tell them Dave sent you.)

    Get In The Door Podcast | Sales Prospecting Strategies & Tactics brought to you by Steve Kloyda, The Prospecting Expert

    How do you manage conversations, remember your priorities, and accurately forecast sales—all while juggling a packed calendar? You guessed it: your CRM. But most salespeople treat their CRM like a dumping ground instead of the behavior-driving tool it should be. So sharpen your stylus and clear your memory cache as Bill and I dive into Using Your CRM – Part 2: Managing Conversations, Priorities and other perilous projections on Episode 668 of the Winning at Selling Podcast. Part ONE - Why Enter it Into The CRM Bill Hellkamp – See my LinkedIn profile and send me an invite Visit my website: http://www.reachdev.com/ Scott “Professor Plum” Plum – See my LinkedIn profile and send me an invite Visit my website: https://www.mnsales.com

    Your Brand Amplified©
    Process Over Panic: John Burdett's Story-Driven Sales Strategy for Founders

    Your Brand Amplified©

    Play Episode Listen Later May 16, 2025 46:53


    John Burdett's journey from a high-performing software engineer to a purpose-driven business leader offers a compelling model for sustainable entrepreneurship. After years of chasing results and enduring burnout, he embraced servant leadership and emotional intelligence, reshaping his approach to business. His company, Fast Slow Motion, was founded on the belief that building intentional systems—not heroic effort—enables growth, stability, and fulfillment for both leaders and their teams. Burdett emphasizes the power of documenting processes, implementing smart CRM systems like Salesforce and HubSpot, and prioritizing long-term strategy over short-term gains. His “Three P's” framework—Purpose, People, and Profit—provides a balanced foundation for creating businesses that are not only profitable but also meaningful and human-centered. He also advocates for focusing on sales instead of early-stage fundraising, highlighting that consistent revenue is the best path to autonomy and scale. For entrepreneurs and business leaders looking to escape the chaos of reactive management and build something lasting, Burdett's insights are invaluable. Explore more of his leadership philosophy, real-world strategies, and business growth advice by visiting Fast Slow Motion's podcast page. We're happy you're here! Like the pod?Visit our website!For the accessible version of the podcast, go to our Ziotag gallery.

    Coach Code Podcast
    #680: How Real Estate Agents Can Use Huzi.AI to Win More Deals and Build Unstoppable Businesses with Eric Post

    Coach Code Podcast

    Play Episode Listen Later May 16, 2025 58:04 Transcription Available


    Episode Overview: In this must-listen episode of the John Kitchens Coach Podcast, John sits down with Eric Post, Co-Founder and Chief Visionary Officer of Huzi.AI, to unpack the seismic shifts AI is driving across the real estate industry and why traditional agents must evolve—or risk becoming obsolete. Together, they dissect the evolution of leverage in real estate—from hiring human assistants to virtual teams and now, AI-driven assistants that operate 24/7, enabling agents to scale, optimize, and dominate their markets. Eric reveals why the most dangerous disruption in real estate isn't AI-powered competitors—it's the AI-powered consumer. With access to sophisticated knowledge tools, today's buyers and sellers are better informed and have higher expectations than ever before. Agents who continue to rely solely on old-school tactics and ignore the power of AI will quickly fall behind. Key Takeaways & Insights: AI-Powered Consumers Will Outpace Agents Who Refuse to Adapt: The modern homebuyer and seller now have AI in their pockets. If real estate agents aren't using AI tools like Huzi.AI to match or exceed their clients' knowledge and responsiveness, they risk being bypassed altogether. Shift from Broadcasting to Deep Personalization: The AI revolution is not about more content—it's about more meaningful, personalized communication. Agents must stop focusing on volume and start focusing on delivering relevant, valuable conversations that resonate at a personal level. Reimagine Leverage with AI-Powered Assistants: The agent of the future will use AI tools as intelligent business partners—handling research, data aggregation, follow-ups, negotiations, and even task management—allowing the agent to focus on human-to-human connection and high-value activities. Focus on Wisdom, Not Just Knowledge: While AI can deliver data, it cannot replace the human wisdom that top agents bring to the table. Agents must use tools like Huzi.AI to augment their decision-making and empower themselves to be more strategic and insightful. The Future of Real Estate Is Hyper-Personalization and Conversation-Centric: Agents who lean into the conversational revolution and use AI to create highly personalized, interactive experiences will own the future of real estate. Collapse Time, Increase Productivity, and Eliminate Busywork: With tools like Huzi.AI, agents can dramatically compress tasks that used to take hours into minutes, freeing them to focus on nurturing client relationships, negotiating deals, and scaling their businesses. The Death of Mediocrity in Real Estate: The era of "doing enough" is over. Agents must commit to excellence, embrace AI-powered efficiency, and deliver a remarkable client experience—or face extinction in an industry evolving at breakneck speed. Bonus Insights: The dangers of agents using AI solely for vanity marketing and content pumping—and how that plays into the hands of companies like Zillow. How Huzi.AI can integrate with your CRM, calendar, and communications to become your always-on AI-powered Chief of Staff. The power of community, coaching, and collaboration in navigating the AI revolution. The parallels between business and endurance sports—why pushing your limits is the key to leadership and legacy in this AI-powered era. Featured Resources: Huzi.AI – The most powerful AI business assistant designed for real estate professionals: https://huzi.ai Join the Huzi.AI + John Kitchens: https://coachkitchens.ai(Limited beta spots now open—be the first to future-proof your real estate business.) Books Mentioned: The Goal by Eliyahu Goldratt (Theory of Constraints in business) The Challenger Sale by Matthew Dixon & Brent Adamson Outwitting the Devil by Napoleon Hill (On avoiding drift & finding accurate thought) The Future Is Faster Than You Think by Peter Diamandis & Steven Kotler (Technological acceleration and its impact on industries) About Eric Post: Eric Post is the Co-Founder and Chief Visionary Officer of Huzi.AI, a cutting-edge AI-powered business assistant built specifically for real estate professionals. With a background in real estate, endurance sports, and tech entrepreneurship, Eric is on a mission to empower agents, teams, and brokerages to thrive in the AI-powered economy by focusing on what truly matters—people, relationships, and wisdom.   ""Real estate agents don't get paid more to automate their business. They get paid more when they improve the experience for the consumer."" — Eric Post   Connect with Us: Instagram: @johnkitchenscoach LinkedIn: @johnkitchenscoach Facebook: @johnkitchenscoach   If you enjoyed this episode, be sure to subscribe and leave a review. Stay tuned for more insights and strategies from the top minds. See you next time!

    Talent Acquisition Leaders
    Aligning Recruitment Operations With Organizational Mission with Tara Darnell of Sutter Health

    Talent Acquisition Leaders

    Play Episode Listen Later May 16, 2025 18:28


    In today's tight labor market, delivering the right talent at speed isn't just an advantage, it's a necessity. On this episode, host Ryan Dull is joined by Tara Darnell, Vice President of Talent Acquisition Strategy and Workforce Planning at Sutter Health. Tara discusses how she led the transformation of a decentralized TA model into a highly efficient, centralized function serving one of the largest healthcare systems in the US. She also offers advice on prioritization and the power of small, consistent improvements in driving long-term impact. Key Takeaways:(02:47) Tara's journey into the recruiting space and her development at Sutter Health.(04:32) Sutter Health's scale and the scope of its TA operations.(06:25) Transitioning from a decentralized to a centralized TA model.(07:08) The rollout of a CRM and enterprise platform to unify recruitment tools.(08:52) The impact of lean project management and data discipline on outcomes.(13:09) Dashboards for workforce planning and TA performance metrics.(15:08) Internal TA dashboard tracks aging, time to fill, and stuck roles.(16:40) “Getting better never stops” drives daily 1% improvements.Resources Mentioned:Tara Darnellhttps://www.linkedin.com/in/taradarnellvpofta/Sutter Healthhttps://www.linkedin.com/company/sutter-health/LinkedIn Enterprise Platformhttps://business.linkedin.com/marketing-solutions/cx/24/01/ads-for-linkedin?mcid=7059959449221828769&src=go-pa&trk=sem-ga_campid.20073717598_asid.147321868543_crid.670678880585_kw.linkedin%20for%20business_d.c_tid.kwd-313105743753_n.g_mt.p_geo.9197977&cid=&gad_source=1&gclid=CjwKCAjw5PK_BhBBEiwAL7GTPRQFZ03lMs2pex5JwHvoFHcMuyvQpe-wvGBdI0hz55-r_NYeaH7JnRoCPBQQAvD_BwE&gclsrc=aw.ds“Atomic Habits”https://jamesclear.com/atomic-habitsThis episode is brought to you by Sagemark HR.Sagemark HR can help you:✔ Improve your talent practices and make better, more informed people decisions.After 20+ years of experience leading Recruiting and Talent Acquisition across a wide variety of industries, I've seen enough hires (over 100,000 to date) to know that hiring decisions truly can make or break an organization.✔ Identify opportunities to not only improve your talent practices, but also delivering tangible business results.We understand every organization is different, and there's no one-size-fits-all magic solution. So we listen first and identify the gaps and sticking points in your current process before ever recommending a solution.✔ Bridge the gap from “traditional” to modern recruiting, without the painful learning curve.We believe recruiting, talent, and HR technology is a deep well of untapped business potential, and our mission is to help you identify and implement those hiring tools in a way that works for you.If you're interested in learning more, you can reach me at:www.sagemarkhr.com✉ ryan.dull@sagemarkhr.com#Talent #Recruiters #Recruiting #HRTech

    The Strategic Travel Entrepreneur
    Ep 204 Financial Technology for Travel Advisors With Stephanie Cannon

    The Strategic Travel Entrepreneur

    Play Episode Listen Later May 16, 2025 45:22


    Send Rita a text with your thoughts!Get access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776Join us at Summer Camp at Sea: https://summercampatsea.comListen to the 3rd Annual Travel Tech Audio Summit: https://takethehelm.thrivecart.com/travel-tech-audio-summit/In today's chat with my friend Stephanie Cannon, we break down financial technology options for travel business owners. We explore the four tiers of financial tracking – from pre-tracking to paying yourself on purpose – and compare the pros and cons of popular tools like QuickBooks, Xero, and Wave. Whether you're a travel hobbyist or strategic travel entrepreneur, understanding your numbers is important for creating cash flow projections and meeting IRS requirements without the headache. Get ready to stop guessing about your profitability and start implementing financial systems today!Get Stephanie's Guide to Choosing the Right Financial Tech: https://withstephaniecannon.com/softwareQuestions this episode answers:What financial tracking tools are best for travel advisors?How can travel advisors separate business and personal finances?Why do travel business owners need financial reporting beyond tax requirements?What financial requirements does the IRS have for travel business owners?How can travel advisors predict commission income and cash flow?What's the difference between CRM systems and financial tracking software?How can travel advisors move from financial survival mode to freedom mode?What financial technology features should travel business owners look for?Why is commission tracking essential for travel advisor financial planning?How can travel entrepreneurs use financial data to make strategic business decisions?Enjoy (and take action)!---------------------------------------------------------------Check out EVERYTHING I offer to support your travel business journey: https://strategictravelentrepreneurpodcast.com/everything/Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

    RevOps Champions
    74 | Uncovering Sales Growth Secrets: Data, AI, and Culture | Torben Rytt

    RevOps Champions

    Play Episode Listen Later May 16, 2025 49:07


    In this episode of RevOps Champions, Brendon Dennewill sits down with Torben Rytt, a leader well-known for his success at Siteimprove and now as the founder of Gainbox. Torben brings a unique background, having moved from Europe to Minneapolis driven by both personal and professional opportunities. With deep roots in building and scaling data-driven businesses, Torben's journey reflects his ongoing commitment to leveraging technology, curiosity, and ownership as core tenets of leadership.The discussion centers around the pivotal role of data in driving organizational growth and effective sales strategies. Torben explains how, at Siteimprove, deliberate data collection and operationalization made a significant difference, allowing his teams to continually refine their approach and set themselves apart from competitors. Both speakers underscore the importance of not just amassing data, but actually using it to inform decisions, shape company culture, and define ideal customer profiles (ICP). Torben shares how curiosity pushed his teams to seek out unique data points and patterns, going beyond industry basics to truly understand why some customers thrive while others churn.As the conversation evolves, Torben outlines how emerging technologies like AI are transforming CRM and sales operations. He describes Gainbox as the toolset he wishes he had earlier in his career—a scalable, AI-powered platform for uncovering actionable data signals and keeping CRMs efficient and up-to-date. The episode wraps up with advice for RevOps leaders: remain open to experimentation, make bold leadership decisions rooted in company values, and focus on intelligent, targeted outreach rather than generic, high-volume tactics. The result is a refreshingly practical perspective on preparing businesses for the next wave of technological innovation in revenue operations.Find more at revopschampions.com

    The Recruiting Brainfood Podcast
    Brainfood Live On Air - Ep300 - Hiring Manager Self Serve - the Past & Future of Recruitment?

    The Recruiting Brainfood Podcast

    Play Episode Listen Later May 16, 2025 60:50


    HIRING MANAGER SELF SERVE - THE PAST AND FUTURE OF RECRUITMENT?   It was also the Past of Recruitment - where hiring managers were doing most of the work in hiring for their teams, everything from putting up adverts in shop windows, handling the first enquiries, reviewing CV's, screening candidates, scheduling interviews, interviewing candidates and then offering / hiring said candidates. Perhaps Personnel got involved in the contracts of employment, but 'recruitment' was once handled entirely by the line.   Could it be that this model returns, as AI improves to such an extent that a centralised TA function may not be the most optimal model?   Lets explore how some companies have shifted from centralised TA to empowering hiring managers to do more of the hiring work   - What conditions best suit centralised vs decentralised TA teams? - Pro's / Cons of decentralised vs centralised - What degree of hiring maturity is required for hiring manager self serve? - Retail franchises are the obvious business type for this model: which others? - How to avoid hiring managers bad practice in hiring? - Bias mitigation - realistic in HM? - How to ensure QoH in decentralised model? - What tools are best suited for this model - How does AI support hiring manager self serve? - What role does a recruiter continue to play in such a set up? - How can a business improve its hiring capability if we go hiring manager self serve? - What are the top things to remember if you are planning to making this shift?   We're with Martin Warren, TA Leader (ex-Grab), Lyndsey Taylor, Head of HR Transformation (Brooks Automation) & friends   We are on Friday 16th May, 2pm BST   Register by clicking the green button and follow the channel here (recommended)         Ep300 is sponsored by our friends at Ashby   Ashby is what an ATS should be: an integration of sourcing automation, AI-supported outreach sequencing, native interview scheduling, a searchable CRM, and advanced analytics – all in one ATS++ system. That means better data, less context switching, and more streamlined workflows. Chosen by over a thousand companies, including Quora, Docker, Ironclad, and Multiverse, Ashby stands out as the top-rated ATS on G2. It is renowned for its real-time and reliable reporting, the ability to centralize the entire hiring process, and unparalleled customer support.   Talent Trends Reports are freely available: Download the latest here

    Earn Your Happy
    The Performance Hack That'll Break Your Procrastination Habit

    Earn Your Happy

    Play Episode Listen Later May 15, 2025 26:15


    This is your reminder that being “too much” is your superpower. In this episode, I talk about the mindset shift I learned from a high-performing woman who gets things DONE without overthinking, apologizing, or waiting to be ready. I share how to self-coach every 48 hours for real momentum, why hesitation is a luxury you can't afford, and how rejection therapy builds your boldness muscle. Remember, take action, don't explain, and don't wait. Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS The 48-hour check-in that keeps you accountable. Why overthinking is slowing down your dreams. How being “too much” makes you magnetic. The truth about likability vs. legacy. The boundary that changes how you show up for your dreams. RESOURCES Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

    The Industrial Talk Podcast with Scott MacKenzie
    Dan Joe Barry with Configit

    The Industrial Talk Podcast with Scott MacKenzie

    Play Episode Listen Later May 15, 2025 42:58 Transcription Available


    Scott MacKenzie hosts the Industrial Talk Podcast, celebrating industry professionals and their innovations. He introduces Dan Joe Barry from Configit, discussing their advanced value-added solution for manufacturing. Configit's technology, developed over 25 years, addresses the complexity of configuring products with numerous options. They use virtual tabulation, a type of AI, to compile valid configurations, ensuring accuracy and efficiency. Dan Joe emphasizes the importance of aligning data from various systems like ERP and CRM. Configit's solution helps manufacturers manage product configurations, reducing errors and improving customer satisfaction. Scott also mentions his upcoming e-book and the Boston Med Device Conference. Action Items [ ] Reach out to Dan Joe Barry on LinkedIn to learn more about Configit's solution. [ ] Check Configit's website for more information on their technology and approach. Outline Introduction and Overview of Industrial Talk Podcast Scott MacKenzie introduces the Industrial Talk Podcast, emphasizing its focus on industry professionals and their innovations. Scott highlights the current industrial renaissance, describing it as a frothy and energetic period. Scott mentions the upcoming e-book, which will summarize conversations with industry leaders and address pain points and solutions. Scott promotes the Boston Med Device Conference, scheduled for September 30 to October 1, and encourages listeners to attend. Introduction of Dan Joe Barry and Configit Scott introduces Dan Joe Barry, the guest for the episode, and emphasizes the importance of his company, Configit. Dan Joe Barry is introduced as Dan Joe, and Scott advises listeners to refer to him as such. Scott describes Configit's advanced value-added solution, which is particularly beneficial for the manufacturing industry. Dan Joe Barry joins the conversation, and Scott thanks him for his time and insights. Dan Joe Barry's Background and Personal Life Dan Joe Barry shares his background, mentioning that he moved from Ireland to Denmark in 1991 and has been living there since. Dan Joe talks about his family, including his Danish wife and two daughters in their 20s. Scott and Dan Joe discuss the differences in Guinness and Carlsberg between Ireland and Denmark, highlighting the impact of local water on beer quality. Dan Joe shares an anecdote about a Guinness supply chain issue, illustrating the challenges of managing global demand. Configit's History and Purpose Dan Joe explains the history of Configit, which has been focused on product configuration for 25 years. He describes the complexity of managing product configurations, especially for complex products like cars, pumps, and valves. Dan Joe explains the concept of configure-to-order (CTO) business models and their advantages. He highlights the challenges of managing product configurations using traditional methods like Excel sheets and the benefits of Configit's approach. Configit's Technology and Implementation Dan Joe introduces the concept of configuration lifecycle management and the importance of aligning information from different systems. He explains how Configit's virtual tabulation technology compiles all valid configurations into a lookup file, ensuring accuracy and efficiency. Dan Joe discusses the implementation process, including importing information from existing systems and building integrations for synchronization. He emphasizes the importance of having a comprehensive product model that includes all relevant...

    The AC Method
    #106 Sales Fixes, Missed Payments & the One Question That Changes Everything

    The AC Method

    Play Episode Listen Later May 15, 2025 14:00


    This week's episode hits two sides of the business: what your sales team should be doing—and why they're probably not. After stepping into the controller role for a month, Aaron shares what he uncovered behind the curtain: bad entries, skipped steps, and $1.2 million sitting in accounts receivable.From onboarding clients the right way to having real money conversations, this is a must-listen for anyone running a shop, leading a sales team, or just trying to get paid on time. Why most sales reps fail to ask the most important question The real cost of skipping process steps in your CRM How to talk about money without scaring off the client Why sign companies can't price based on true value The $1.2M problem—and how one sentence started solving itDon't forget to subscribe for more episodes of The AC Method!The AC Method is hosted by Aaron Clippinger and sponsored by SquareCoil. Learn more at https://www.squarecoil.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    Marketing Expedition Podcast with Rhea Allen, Peppershock Media
    The Power of Scalability Fueling Long-Term Growth with Jason Kramer | Marketing Expedition Podcast

    Marketing Expedition Podcast with Rhea Allen, Peppershock Media

    Play Episode Listen Later May 15, 2025 57:13


    Jason Kramer founded Cultivize, a CRM consulting firm specializing in lead-nurturing strategies and technology. With 15 years of experience running a creative agency, Jason identified revenue gaps in marketing and sales funnels for distributors, service providers, marketing agencies, and manufacturers. He launched Cultivize to provide customized CRM solutions, empower businesses to improve productivity, amplify lead conversions, and provide detailed insights on customer journeys from the top of the funnel to the sale. When not strategizing in CRM, he enjoys family time with his wife, two kids, and two dogs in their lively New York home and, when it's warm, cruising on the Hudson River.00:00 - 00:18 "So a lot of times companies will buy software for pain points they have today, but they don't think about in the future what those future pain points might be. So then they outgrow that platform sometimes very quickly. And Rhea, you and I both know that moving from one CRM can be a real pain in the butt.” — Jason Kramer00:19 - 00:37 Welcome to Peppershock Media's Marketing Expedition Podcast00:38 - 01:42 Jason's Background01:43 - 17:30 Marketing Essentials Moment: Marketing and Advertising Budget17:30 - 18:07 Welcome to the show, Jason!18:08 - 20:53 Jason's Journey to Cultivize20:54 - 22:09 Case Studies and Client Success22:10 - 23:32 Automating Follow-Up Processes23:33 - 26:43 CRM Fit Assessment26:44 - 29:34 Email Marketing: What Works29:35 - 32:08 Personalization in Email Campaigns32:09 - 33:08 Hello Audio is the best format for creating a connection between you and your audience and allows them to access your zone of genius at the click of a button.33:09 - 35:45 Recommended Tools for Marketing35:46 - 41:15 Freemium vs. Paid CRM Solutions41:16 - 45:18 Advice for Students Entering the Industry45:19 - 49:15 Podcasts as a Learning Resource49:16 - 53:16 Cultivize Walk Through53:17 - 55:23 Reach out to Jason (https://cultivize.com/jason-kramer-podcast-guest-overview/)55:24 - 56:26 Thank you so much, Jason! Share this podcast, give us a review, and enjoy your marketing journey!56:27 - 57:13 Join the Marketing Expedition Community today!Like what you hear, but need more information?Meet with Rhea Allen#CRM #CustomerRelationshipManagement #CaseStudies #MarketingEssentialsMoment #MarketingBudget #AdvertisingBudget #LeadNurturing #EmailMarketing #FreshMarketingStrategy #MarketingTips #AITools #Automation Hosted on Acast. See acast.com/privacy for more information.

    Customer Service Revolution
    204: Secret Service - The Power of Personalizing Service, Part 1

    Customer Service Revolution

    Play Episode Listen Later May 15, 2025 22:49 Transcription Available


    Summary In this episode of the Customer Service Revolution podcast, Denise Thompson and John DiJulius discuss the importance of customer experience, particularly in the context of the Customer Experience Executive Academy. They explore how businesses can navigate economic uncertainty by focusing on enhancing customer experiences. John shares insights on the concept of 'Secret Service' in customer service, emphasizing the need for personalized interactions and systems that recognize customer loyalty. The conversation also touches on the role of AI in improving customer service and the importance of creating a memorable experience for every customer. In this conversation, John and Denise explore the importance of building personal connections with clients through effective communication and understanding their goals. They discuss the significance of utilizing CRM systems to track client information and the role of team collaboration in enhancing customer experiences. The discussion also highlights the evolution of the Secret Service concept into a broader Customer Service Revolution, emphasizing the need for businesses to create communities and foster relationships with their clients. Takeaways The Customer Experience Executive Academy fosters a strong community among leaders. Doubling down on customer experience is crucial during economic uncertainty. Secret Service is about making customers feel recognized and valued. Visual triggers can enhance customer recognition in service industries. Personalized service is key to creating unforgettable experiences. AI can assist in providing personalized customer interactions. Understanding customer journeys is essential for effective service delivery. Different industries can adapt Secret Service principles to their context. Customer loyalty can be enhanced through effective database management. Building personal connections enhances client relationships. Utilizing AI can help in remembering client details. Understanding client goals is crucial for personalized service. Data entry in CRM systems is essential for effective communication. Creating a community around clients fosters loyalty. Secret Service techniques can differentiate businesses. Employees benefit from making clients feel valued. Regular updates in CRM systems improve service quality. Team collaboration enhances customer experience. The evolution from Secret Service to Customer Service Revolution reflects changing business needs. Chapters 00:00 Welcome and Introduction to Customer Experience 02:59 The Customer Experience Executive Academy 05:50 Navigating Economic Uncertainty in Customer Experience 08:55 Understanding Secret Service in Customer Experience 11:54 Implementing Secret Service Systems 14:56 Adapting Secret Service Across Industries 18:11 Utilizing Databases for Personalized Service 21:04 The Role of AI in Enhancing Customer Experience 29:16 Building Personal Connections with Clients 35:04 Understanding Client Goals and Interests 40:09 The Importance of Data Entry and CRM Systems 45:31 Creating a Community Through Customer Relationships 54:26 The Evolution of Secret Service to Customer Service Revolution   Links Six Reasons Your CX Plummets When Your Business Skyrockets, and How to Fix It: https://thedijuliusgroup.com/download-reasons-your-customer-experience-plummets/ Customer Experience Executive Academy: https://thedijuliusgroup.com/project/cx-executive-academy/ Employee Experience Executive Academy: https://thedijuliusgroup.com/project/exea/ Interview Questions: https://thedijuliusgroup.com/resources/ The DiJulius Group Methdology: https://thedijuliusgroup.com/x-commandment-methodology/ Experience Revolution Membership:  https://thedijuliusgroup.com/membership/ Schedule a Complimentary Call with one of our advisors:  tdg.click/claudia Secret Service Blog:  https://thedijuliusgroup.com/secret-service-turns-20-and-the-dijulius-group-is-born-with-superior-customer-service-as-the-single-biggest-competitive-advantage/ Subscribe We talk about topics like this each week; be sure to subscribe wherever you listen to podcasts so you don't miss an episode.

    WALL STREET COLADA
    Boeing en Máximos, DICK'S Compra Foot Locker y RTX Cierra Venta a Turquía.

    WALL STREET COLADA

    Play Episode Listen Later May 15, 2025 5:39


    En este episodio cubrimos los eventos más importantes tras la apertura del mercado: • Wall Street en pausa por datos clave: Los futuros caen: $SPX y $US100 -0.5%, $INDU -0.3%. Los inversionistas esperan el PPI de abril (+0.2% M/M, +2.5% A/A), reclamos por desempleo (229K esperados) y ventas minoristas planas. También hablará Jerome Powell en un evento sobre marcos económicos. • Boeing alcanza récord histórico: $BA marcó un nuevo máximo intradía en 52 semanas tras recibir un pedido de $96B por 210 aviones de Qatar (787 y 777X). También se sumó un contrato con Arabia Saudita por 20 aviones 737-8. China levantó prohibición de entregas como parte del acuerdo comercial. En la región también se anunciaron inversiones por $80B en tecnología por parte de $GOOG, $ORCL, $CRM, $AMD y $UBER. • DICK'S adquiere Foot Locker: $DKS compra $FL por ~$4.9B. Los accionistas de $FL podrán recibir $24 o 0.1168 acciones de $DKS. Se anticipan sinergias de $100M–$125M. A pesar de ventas comparables +4.5% y ganancias no-GAAP de $3.37 (mejor de lo esperado), $DKS cayó -13% y $FL subió +80% en premarket. • RTX cierra venta récord con Turquía: $RTX venderá misiles por $304B a Turquía: 53 AIM-120C-8, 60 AIM-9X Sidewinder y componentes extra. El contrato busca reforzar la alianza OTAN. Aún requiere aprobación del Congreso. Coincide con la visita de Marco Rubio a Ankara. Un episodio cargado de fusiones, defensa y señales técnicas clave. ¡No te lo pierdas!

    Earn Your Happy
    Unlock the Unique Way Your Intuition Speaks to You (So You Can Stop Second-Guessing Yourself) with Jenni Finley

    Earn Your Happy

    Play Episode Listen Later May 14, 2025 72:47


    Did you know your intuition speaks to you in 4 different languages? In this episode, I sit down with psychic intuitive, mindset and performance coach, Jenni Finley to share how EVERYBODY has the ability to access intuitive (and even psychic) power, you just have to know how YOU uniquely are meant to hear it. Jenni shares the four different ways your intuition speaks to you, and how to recognize a “yes” or “no” by listening to your body. Whether you're curious about tuning into your gut feelings, psychic abilities, or just sharpening your instincts, get ready to develop your own intuitive superpowers.  Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS 00:00 How Jenni's twin connection gave her undeniable intuitive experiences. 05:45 Why Jenni believes everyone develops their intuitive gifts. 08:15 Ways to tap and receive the four types of intuition. 13:00 How do you connect to your natural intuition? 18:00 How to identify “yes” and “no” signals in your body to make better decisions. 20:30 Strategies for using intuition to differentiate between fear and real guidance. 31:45 How intuition guides your relationships and interactions. 42:30 Ways to sharpen your intuition. 53:45 How to embrace your intuition and align it with your spiritual beliefs RESOURCES BONUS CONTENT HERE  Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getglociFollow Jenni: @jeunejenni

    The Smart Real Estate Coach Podcast|Real Estate Investing
    Episode 507: Stop Wasting Leads & Use AI to Filter, Follow Up, and Fund Deals Faster with Damon Remy

    The Smart Real Estate Coach Podcast|Real Estate Investing

    Play Episode Listen Later May 14, 2025 41:40


    In this high-impact episode, I sit down with Damon Remy, the visionary behind REI BlackBook, to dive deep into the real-world application of AI, automation, and CRM systems for real estate investors.   We go far beyond the buzzwords and get into the trenches—how to actually use AI to find better deals, filter out tire kickers, and close more transactions with fewer headaches. Damon breaks down the 3 most powerful ways to integrate AI into your business today, why a CRM is your “central source of truth,” and how automation allows you to create predictability and freedom.   Whether you're a solopreneur trying to escape the hustle or a seasoned investor scaling your ops, this episode will give you a clear blueprint to simplify, systematize, and scale your real estate business.   Key Talking Points of the Episode   00:00 Introduction 01:25 Damon's backstory: from broke, broken home to military to entrepreneur 03:47 Why AI is overwhelming—but doesn't have to be 05:51 Strategy vs. Tactics: start with strategy, not tools 07:26 3 key ways to use AI in real estate investing right now 09:16 What does conversational AI do? 11:50 Choosing tools that integrate with your stack to avoid “app overload” 14:31 The story behind REI BlackBook: solving inefficiency with all-in-one software 20:15 CRM as your “central source of truth” 21:50 Tracking KPIs: which marketing dollars are actually making you money? 23:25 Systems → People → Freedom (The E-Myth model in action) 28:26 The business vision of REI BlackBook 33:40 How AI can help simplify your business 35:40 Using an AI assistant vs an overseas VA   Quotables   “Grind doesn't scale. Systems do.”   “You don't have to love tech. You just have to love freedom.”   “If AI can book your appointment, filter your leads, and coach your calls… why wouldn't you use it?”   Links   QLS Live https://qlslive.com   Real Estate On Your Terms and Deal Structure Overtime https://wickedsmartbooks.com/podcast   FREE Master's Class http://smartrealestatecoach.com/masterspodcast   FREE Strategy Session with Chris Pre http://smartrealestatecoach.com/actionpodcast   QLS 4.0 https://smartrealestatecoach.com/qlspodcast   Investor Resources https://smartrealestatecoach.com/resources   Apprentice Program https://smartrealestatecoach.com/apprenticepodcast   In the Trenches Bootcamp https://smartrealestatecoach.com/ittbpodcast   3 Paydays Virtual Event https://smartrealestatecoach.com/3paydayspodcast   REI Blackbook https://smartrealestatecoach.com/REIBB-DD   7 Figures Funding https://smartrealestatecoach.com/7figures-pod  

    Build Your Network
    Make Money by White Labeling HighLevel's Software | Shaun Clark

    Build Your Network

    Play Episode Listen Later May 14, 2025 41:53


    Visit GoHighLevel.com/Travis to try the ultimate all-in-one CRM platform. Shaun Clark is the CEO and co-founder of HighLevel (also known as GoHighLevel), a leading all-in-one white-label marketing and CRM platform designed to empower agencies, consultants, and businesses to automate their operations, enhance client delivery, and drive growth. Since co-founding HighLevel in 2018, Clark has played a pivotal role in scaling the company to serve over 20,000 agency owners, providing a comprehensive suite of tools for lead generation, messaging, payment analytics, scheduling, and more Check out FranBridge Consulting for premier non-food franchise opportunities: travischappell.com/franbridge Learn more about your ad choices. Visit megaphone.fm/adchoices

    Independent Business
    The mindset work that builds wealth with Jaime Gordon

    Independent Business

    Play Episode Listen Later May 14, 2025 60:33


    If you're only talking about money in terms of spreadsheets and sales goals, you're missing the deeper conversation—and this episode delivers it. Let's be honest: most of us think that if we work hard enough or say the right affirmations, we'll finally feel financially secure. But what if your biggest money block isn't about your strategy—it's about how you see yourself?In this episode, Jaime Gordon joins us to talk about how to cultivate a money mindset and the deep work that's required to turn your dreams into a reality. Jaime teaches us how to have grace and compassion with ourselves throughout the process.This episode is part of our Money Talks series, brought to you by our Tax Filing Checklist to get you ready for tax season!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 of the conversation[2:36] Unravelling money blocks: Jaime's story[12:33] Common money misunderstandings that hold business owners back from building wealth[21:48] The importance of gentler self-talk[29:32] Create a neutral money mindset[40:21] Adopting the behavior of a high-income earner[46:11] Rapid fire questions[57:33] What does having an unbreakable business mean to you? Resources mentionedConquer Live Photography RetreatThe Dynamic Laws of Prosperity bookConnect with the guestWebsite: jaimegordonlifecoaching.comInstagram: instagram.com/unstuckologist Hosted on Acast. See acast.com/privacy for more information.

    Registered Investment Advisor Podcast
    Episode 204: The Advisor's Secret Weapon: How Practifi Drives Growth

    Registered Investment Advisor Podcast

    Play Episode Listen Later May 14, 2025 17:58


    What if your CRM could actually help you grow instead of holding you back? Adrian Johnstone reveals how Practifi is transforming the way wealth management firms operate, scale, and serve their clients.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Adrian Johnstone, co-founder of Practifi, who shares how his purpose-built CRM platform empowers financial advisory firms to streamline operations, unlock scalable growth, and deepen client relationships. From leveraging AI for smarter workflows to enabling firms to increase their M&A capacity fivefold, Adrian breaks down why Practifi is more than just a CRM—it's the future of advisor tech.   Key Takeaways: → How Practifi helps advisory firms scale faster. → Why Practifi's role-based CRM design empowers every team member. → How Practifi leverages AI to automate workflows and surface hidden growth opportunities. → How Practifi turns disconnected data into actionable insights. → Why over 10,000 users across hundreds of firms trust Practifi to power their operations, drive growth, and stay one step ahead in a changing tech landscape.   Adrian Johnstone has over 20 years of experience helping businesses of all sizes leverage technology for growth. A regular presenter at industry events in Australia and the United States, Adrian offers deep insight into the technology needs of advisors. Adrian owns Practifi's global go-to-market strategy and direction.   Connect With Adrian: Practifi Instagram X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

    Everything Coworking
    386. The Future of Demand Gen in Coworking: AI, E-Commerce & Operator ROI with Miro Miroslavov

    Everything Coworking

    Play Episode Listen Later May 14, 2025 53:46


    If you're still asking people to "fill out a form" to book a meeting room—this episode is for you. I'm joined by Miro Miroslavov, CEO and co-founder of OfficeRnD, to talk about why e-commerce is no longer optional for coworking spaces, and how their new Growth Hub is making it easier than ever to meet customer expectations—and convert website visitors into paying members. We cover how consumer expectations have shifted, why friction kills revenue, and how the most successful operators are rethinking their websites and booking flows for today's demand. In this episode, we cover: Why meeting room bookings, day passes, and even small offices need to be available for instant online purchase. The two user personas your coworking website must serve—and how to optimize for both. Why booking friction is leaving money on the table, and how to reduce it. How OfficeRnD's Growth Hub helps operators capture and convert demand in a competitive market. What's changing in demand gen as users move from Google to AI-powered search—and how to stay visible. Miro also shares how operators are already using the Growth Hub to boost bookings and better measure ROI, and what features (like dynamic pricing and deeper CRM integration) are coming next. If your goals include better marketing performance, more bookings, and a more profitable bottom line—you don't want to miss this conversation. Resources Mentioned in this Episode: Miro's LinkedIn profile OfficeRnD website Everything Coworking Featured Resources: Masterclass: 3 Behind-the-Scenes Secrets to Opening a Coworking Space Coworking Startup School Community Manager University Follow Us on YouTube

    Remarkable Results Radio Podcast
    Marketing To Hire [E152] - The Auto Repair Marketing Podcast

    Remarkable Results Radio Podcast

    Play Episode Listen Later May 14, 2025 50:02


    So, you didn't go to school for HR, and let's be honest, hiring probably wasn't what you dreamed about when you opened your shop. But here you are, needing to fill those bays and build a solid team.In this episode of the Auto Repair Marketing Podcast, Kim Walker is joined by Lisa Coyle of Promotive to break down what it takes to hire in today's world, and spoiler alert: it's all about marketing.From writing job posts that work to building a reputation techs want to work for, they cover everything you didn't know you needed to know. You'll discover why speed is your best friend, how your everyday shop culture is part of your recruiting strategy, and why treating candidates like customers is the game-changer most shop owners miss.Whether you're hiring right now or just trying to build your bench, this episode is packed with smart advice, straight talk, and some seriously valuable insight into what works (and what doesn't) when it comes to marketing your way to a great hire.Hit play, and get ready to turn hiring from a headache into a strength.

    touch point podcast
    TP435: The Website Is Now a Platform

    touch point podcast

    Play Episode Listen Later May 14, 2025 50:21


    In this episode, hosts Chris Boyer and Reed Smith challenge the outdated mindset of the hospital website and explore how health systems can architect unified platforms that drive growth, deliver care, and personalize experiences.  The platform shift – Drawing from other industries, we explore how websites are becoming engines for acquisition, service delivery, and retention. From brochure to business tool – What defines a true healthcare platform, and what signals that a system is still stuck in the past? Progressive profiling in action – How health systems can collect data over time to build trust and power personalized journeys. Operational impact – Why this matters now for CRM, downstream campaigns, and measurable ROI. Shawn Gross, VP of Growth at Phase2 Technology, joins to share how progressive profiling helps health systems transform anonymous website visitors into engaged patients—without sacrificing trust or overwhelming users. Mentions from the Show:  Shawn Gross on LinkedIn Phase2 Technology Reed Smith on LinkedIn Chris Boyer on LinkedIn Chris Boyer website Chris Boyer on BlueSky Reed Smith on BlueSky Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Business Development Podcast
    The 4-Week Business Turnaround

    The Business Development Podcast

    Play Episode Listen Later May 14, 2025 47:22 Transcription Available


    In Episode 237 of The Business Development Podcast, Kelly Kennedy delivers an urgent playbook for entrepreneurs and business leaders facing stalled growth or struggling pipelines. Titled “The 4-Week Business Turnaround,” this high-impact episode outlines an actionable roadmap to stabilize operations and rapidly rebuild momentum. Kelly walks listeners through an intense four-week process covering foundational assessment, marketing material overhauls, ideal customer targeting, CRM system integration, and mastering active LinkedIn outreach. The episode emphasizes speed, accountability, and the relentless pursuit of meetings, which ultimately lead to renewed opportunities and revenue generation.Kelly also launches the “Read Your Reviews Challenge,” encouraging business owners to celebrate client feedback as a way to build trust and inspire others. With a mix of expert guidance and motivational urgency, this episode provides a practical survival blueprint for businesses needing to regain traction fast. It closes with the introduction of Capital Catalyst, Kelly's new affordable monthly program that blends fractional leadership with strategy and coaching to help companies build internal business development engines. If your company is facing a critical moment, this episode might just be the lifeline you need.Key Takeaways: 1. The 4-Week Business Turnaround playbook gives struggling businesses an urgent roadmap to stabilize and rebuild momentum fast.2. Week one focuses on deep company discovery, financial assessment, and setting survival goals to regain control quickly.3. Optimizing marketing materials for clarity and industry relevance is essential to spark interest and secure face-to-face meetings.4. Ideal Customer Profiles (ICP) and hyper-targeted outreach lists are critical to connecting with the right buyers and decision makers.5. A structured CRM system is non-negotiable for tracking prospects, contacts, and meetings with speed and precision.6. Business development success requires relentless consistency: 20 calls, 20 emails, and 100 LinkedIn invites each week per rep.7. Active outreach on LinkedIn, including personal and corporate posts plus group posts, amplifies reach and builds personal brand trust.8. The ultimate measure of progress is meetings booked; every effort must drive toward securing quality meetings with potential clients.9. Short-term aggressive action is necessary to pull out of crisis, but transitioning to a sustainable weekly cadence ensures long-term success.10. Capital Catalyst offers fractional business development leadership and coaching for companies wanting to build internal BD engines affordably.For personalized help and to supercharge your business development, visit capitalbd.ca or connect directly with Kelly Kennedy on LinkedIn.Also, check out Business Development Mastery Accelerator for available group coaching programs!

    Investor Fuel Real Estate Investing Mastermind - Audio Version
    Revolutionize Your Real Estate Business with ClientKeeper Insights

    Investor Fuel Real Estate Investing Mastermind - Audio Version

    Play Episode Listen Later May 14, 2025 38:43


    In this episode of the Real Estate Pros podcast, host Dylan Silver interviews Phillip Shepard, a successful real estate agent who transitioned from a landscaping business to real estate at a young age. Phillip shares his journey, including the lessons learned from his early ventures, the challenges of moving to Arkansas, and the innovative marketing strategies he employed to establish himself in a new market. He also discusses the development of his CRM, ClientKeeper, designed to simplify the process for busy agents. The conversation highlights the importance of communication, adaptability, and leveraging technology in the real estate industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

    Voices of Search // A Search Engine Optimization (SEO) & Content Marketing Podcast

    Partnering with CRM teams requires strategic alignment. Elliot Tsai, Senior Growth Manager of SEO and ASO at TextNow, shares his approach to cross-functional collaboration. He emphasizes understanding CRM user journeys and templates first, then identifying content gaps where SEO articles can enhance customer communications, ultimately creating a more cohesive user experience across touchpoints. Show NotesConnect With: Elliot Tsai: Website // LinkedInThe Voices of Search Podcast: Email // LinkedIn // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Earn Your Happy
    Why You Keep Hitting the Same Ceiling (And How to Change It)

    Earn Your Happy

    Play Episode Listen Later May 13, 2025 19:17


    Do you ever feel like things are going too well and then something pulls you back down? In this episode, Chris and I talk about a concept from one of my ultimate favorite books, The Big Leap by Gay Hendricks. We dive deep into how we've both experienced self-sabotage after hitting new levels of success, and the subtle ways it shows up. I share how I caught myself spiraling on a rare day off, and what I did to shift my focus and break the cycle.  Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS The glōci ingredient that supports your energy and digestion. The subtle ways we self-sabotage when things feel too good. What the “Upper Limit Problem” really is. How success triggers procrastination, guilt, fights, or illness. The mindset tool I used 30+ times in a single day to stop spiraling. RESOURCES Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci

    Earn Your Happy
    The Truth About Period Products, Sustainability, and Building an 8-Figure Business with Jen Eden

    Earn Your Happy

    Play Episode Listen Later May 12, 2025 67:07


    What's really in the products we use every single month? In this episode, I sit down with Jen Eden, founder of Tampon Tribe. We talk about what's really in your period products and why it might be hurting your hormones. She shares how to choose safer, cleaner, certified-organic products and what labels to check. We also dive deep into sustainability, consumer education, and what every woman should know about what you're putting ON and IN your body. Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS 00:00 The painful health struggle that sparked the idea for Tampon Tribe. 07:00 The three things to look for when choosing clean, certified period products. 13:30 Ways to reduce waste and live more sustainably. 21:00 What's your favorite part of the business? 24:00 What it really takes to scale to 8 figures mission-driven brand. 29:00 Why scrappy sales will always beat perfect ideas. 34:30 How do you build a lean business with in-house fulfillment and zero waste? 39:45 Communication tips for leading across age gaps and personality types. 41:45 What did your first year sales look like? 46:00 Lessons about spending wisely, agency mistakes, and setting KPIs early. 49:00 When should a company pivot or quit? 52:45 Jen's top tip for new founders. RESOURCES Shop Tampon Tribe HERE Use code HAPPY20 at checkout for 20% off! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Jen: @jen_edenFollow Tampon Tribe: @tampontribe