Podcasts about CRM

Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business? Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead. All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com https://www.klaviyo.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150" Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Watch the Episode LIVE: Click HERE to watch the Interview LIVE!   In this captivating episode of the Millionaire Car Salesman Podcast, hosts Sean V. Bradley and Tianna Mick embark on a journey to explore the transformative role of artificial intelligence in the automotive industry, driven by the revolutionary capabilities of ChatGPT by OpenAI.  "AI is becoming a seamless part of daily life." - Knight ChatGPT Throughout the discussion, ChatGPT, dubbed "Knight" by Sean for brand alignment, showcases its prowess in enhancing dealership operations and how it stands as a powerful ally for car sales professionals aiming to improve their efficiency and results. "AI helps dealerships and their teams do more with less effort, ultimately driving growth and improving the customer experience." - Knight ChatGPT Delving into the automotive industry's ongoing digital evolution, Knight ChatGPT underscores the optimization potential AI holds in routine operations such as customer relationship management and predictive analytics. The episode covers practical applications, including crafting personalized customer communications and analyzing customer data to drive sales performance.  "You can get tailored advice, cutting-edge strategies, and proven techniques all in one place, helping you elevate your sales game." - Knight ChatGPT With a greater emphasis on integrating AI insights into daily sales workflows and customer interactions, dealerships are poised to provide more efficiency and personalized customer experiences, securing a competitive edge in the market. "If you're not using AI, it's not that you're going to be left behind. You are ALREADY behind." - Tianna Mick Key Takeaways: ✅ AI, particularly models like ChatGPT, can revolutionize dealership operations by automating routine tasks and providing personalized customer interactions. ✅ Sales professionals can leverage AI technology to craft tailored communication strategies, optimize their lead conversion processes, and enhance customer relationship management. ✅ AI-driven tools empower dealerships to stay competitive by integrating predictive analytics and personalized communication, crucial for improving customer satisfaction and sales outcomes. ✅ Ensuring a robust AI training program for dealership teams helps maximize the technology's potential, from the sales floor to business operations. ✅ Advanced AI tools, such as DealerSynergy AI, are facilitating state-of-the-art solutions, like generative video content, to enrich customer experiences and streamline sales operations.   About Knight ChatGPT Knight ChatGPT represents an advanced AI language model developed by OpenAI, known for its ability to engage in natural language conversations and infer human-like understanding from the input it receives. It serves as a dynamic assistant capable of generating human-like text across a broad range of topics and applications.   ChatGPT: Transforming Automotive Sales Through AI Innovation Key Takeaways: AI's Next Frontier in Automotive Sales: Artificial Intelligence, specifically ChatGPT, is set to revolutionize the automotive industry by enhancing efficiency, customer engagement, and sales effectiveness. Empowering Dealerships and Sales Professionals: AI tools provide dealerships and their employees with valuable insights and automation capabilities to improve operations and focus on high-value tasks. Building a Robust Referral Network: Leveraging AI to cultivate and manage a network of referral agents can dramatically increase a dealership's leads and sales opportunities. The advent of artificial intelligence technology is reshaping industries across the globe, and the automotive sector is no exception. This week's episode of the Millionaire Car Salesman Podcast explores how ChatGPT, an advanced AI developed by OpenAI, is not just an assistant but a revolutionizing presence in automotive sales. From streamlining operations to generating qualified leads, AI promises to redefine how car salespeople engage with and sell to their customers. AI's Next Frontier in Automotive Sales Artificial Intelligence, particularly ChatGPT, has emerged as a transformative force in enhancing dealership operations, customer engagement, and overall sales effectiveness. As described in the transcript, AI in the automotive space helps handle tasks that typically require human intelligence, "like a super advanced assistant," providing valuable support and ideas (Knight ChatGPT, [0:05:07]). AI technology's application in car shopping is profound, offering enhanced search capabilities and personalized customer experiences. "When it comes to car shopping, the average American is leveraging AI in several ways," notes Knight. By operating recommendation engines, virtual assistants, and price comparison tools, AI equips dealerships and consumers with powerful tools to streamline decision-making (Knight ChatGPT, [0:07:00]). Moreover, the competitive edge AI offers through refining dealership operations and marketing strategies cannot be understated. As affirmed, "AI makes the entire journey from research to purchase more efficient, personalized, and user friendly" (Knight ChatGPT, [0:07:47]). Empowering Dealerships and Sales Professionals The integration of AI into dealership operations provides tangible benefits for both managers and sales professionals. The transcript emphasizes how tools like ChatGPT can enhance customer interactions through streamlined communications and personalized engagement. For instance, crafting custom e-mail scripts and voicemail message scripts tailored to specific customer needs leads to higher conversion rates. In the words of Knight, "By integrating ChatGPT…dealerships can offer a more personalized, efficient and proactive customer experience," setting themselves apart from competitors (Knight ChatGPT, [0:13:09]). Beyond communication capabilities, AI-driven analytics allows for understanding and predicting consumer behavior, optimizing inventory management, and creating targeted marketing campaigns. This precision enables sales teams to tailor their strategies closely to customer demands, as detailed when discussing CRM capabilities. "AI helps dealerships and their teams do more with less effort, ultimately driving growth and improving the customer experience" (Knight ChatGPT, [0:10:12]). AI's role in sales training is another vital aspect of empowering automotive professionals. The potential for continuous improvement through real-time feedback and data analysis enables salespeople to hone their skills and stay competitive in a fast-evolving market. Building a Robust Referral Network One of the most compelling discussions in the transcript revolves around using AI to build a network of referral agents. By effectively communicating and creating partnerships with individuals in various industries, sales professionals can amplify their reach and lead generation efforts. ChatGPT's ability to craft personalized messages and guide referral programs highlights how AI can facilitate these relationships. Sean comments, "Leveraging ChatGPT to build a network of referral agents can make a huge difference" (Knight ChatGPT, [0:23:55]). The strategic advantage of employing referral networks lies in their ability to reach untapped markets and cultivate trustworthy leads. As Knight outlines, using ChatGPT to establish structured referral incentives and maintain regular engagement with agents creates a robust system for generating high-quality referrals. Importantly, training these referral partners ensures they are effective extensions of the dealership. ChatGPT can assist in creating educational materials and communication guidelines to ensure referral agents are well-equipped to promote the dealership and its offerings. Revolutionizing Traditional Dealership Models Through AI The ongoing digital transformation in the automotive industry is massively supported by AI advancements like ChatGPT. This technology enables dealerships to leverage innovative solutions to longstanding industry challenges, from optimizing internal operations to enhancing consumer relationships. The dialogue in the podcast exemplifies how AI integration translates into tangible business improvements, from micro-level sales tactics to macro-level market strategies. The potential to blend data-driven decision-making processes with empathetic customer interactions transforms the industry paradigm. By embracing AI media solutions like DealerSynergy AI, dealerships unlock new avenues of engagement, ensuring a tailored, memorable customer experience, as Tiana Mick points out, "And the best thing about it is that you just record it once…the possibilities are endless" (Tianna Mick, [0:43:43]). In embracing and advancing AI use, the automotive industry is poised for a powerful transformation. As underscored in the transcript, leveraging technology like ChatGPT will not only lead to more significant sales and profitability but will ensure that dealerships build enduring customer relationships and deepen their impact on the market landscape. With AI co-piloting alongside sales professionals, the automobile industry stands at the brink of its most innovative era.   Resources: 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: 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!

  In this engaging conversation, Dylan Silver interviews Michelle Gonzalez, a Miami-based real estate broker and investor. They explore Michelle's journey into real estate, the vibrant culture of Miami, and the unique opportunities within the commercial and restaurant real estate markets. Michelle shares insights on the importance of education in real estate, innovative investment strategies, and the evolving landscape of student housing. The discussion highlights Miami's appeal as a melting pot of cultures and a hub for international real estate investment. 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   —--------------------

In this episode of the Investor Fuel podcast, host Michelle Kesil interviews Jon Conelly, a seasoned real estate professional with extensive experience in the Phoenix and Portland markets. Jon shares his journey in real estate, discussing his diverse roles from construction to brokerage, and his recent return to the industry after a brief retirement. He emphasizes the importance of understanding market dynamics, navigating challenges, and building strong relationships through effective networking and CRM systems. Jon also outlines his goals for the year and offers insights into the unique aspects of the real estate markets in Oregon and Arizona. 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   —--------------------

In this episode of Grow a Small Business, host Troy Trewin interviews Nelly Gal, founder of Live Vibrant Wellness & Esthetics, who shares her incredible story of going from $0 to building a $2M+ med spa business in just four years. Nelly opens up about supporting 12 family members back in Cuba, working only three days a week, and how she overcame burnout while scaling her clinic. She dives into the mindset shifts that helped her grow, the power of trusting her team, and why true success means having wealth without sacrificing joy or health. It's a must-listen for entrepreneurs, especially women, seeking inspiration to build a thriving business and life on their own terms. Other Resources: When should a growing small business have a Board of Directors or Advisors?en should a growing small business have a Board of Directors or Advisors? Get a return from an effective Chairperson of a Board Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Nelly Gal, the hardest part is changing your own mindset and truly believing in yourself. She says overcoming self-doubt and imposter syndrome is tougher than any operational or financial challenge. What's your favorite business book that has helped you the most? Nelly Gal shares that Traction by Gino Wickman has been one of the most impactful books for her business journey, along with favorites like Atomic Habits and The 4-Hour Workweek. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Nelly Gal reveals that her biggest resource lately is actually ChatGPT and exploring AI tools. She's also invested in learning platforms like the app Cursive to deepen her knowledge of AI and tech for business. What tool or resource would you recommend to grow a small business? Nelly Gal strongly recommends having a solid CRM like Go High Level, using QuickBooks for finances (handled by her accountant), and above all — mastering AI tools like ChatGPT to save time and unlock new strategies. What advice would you give yourself on day one of starting out in business? Nelly Gal would tell her younger self: keep going, it gets better. Believe in yourself, stay patient, and know that you're far more capable than you think — your hard work will create something that feeds people, brings joy, and changes lives. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Success isn't a number in your bank account — it's working three days a week, caring for your family, and living without burnout — Nelly Gal Trust your gut when hiring; the wrong person in the wrong seat will cost you more than you can imagine — Nelly Gal Invest in ads, invest in your team, and most importantly, invest in yourself — because your growth is the foundation of your business — Nelly Gal

In this episode, host Pete Moore sits down with Mary Laudati, a seasoned sales and marketing leader with deep roots in the HALO (Health, Active Lifestyle, Outdoor) space. From her days leading the sales group at Sports Club LA to her current role as a consultant working with top clubs across the U.S. and internationally, Mary shares her insights on building effective sales strategies, leveraging cutting-edge software like Salesforce, and creating a powerful culture of member engagement and retention. She provides boots-on-the-ground, immediately actionable tips on using data, recording sales calls, and mystery shopping to pinpoint where clubs are leaving revenue on the table—plus, the importance of strong onboarding and personal connections to keep members coming back. Mary also discusses the latest trends in CRM technology, club operations, and the shift toward shared memberships and referral models. Whether you're a club owner, sales team leader, or just passionate about the business of the HALO space, Mary's advice on finding—and keeping—members is pure gold. On early member retention, she states, "Those three months are crucial . . . for those clubs that don't have salespeople, not only do you want to embrace the incoming (they've got to follow up and make a lot of phone calls), but they also have to check on the new members and look at their attendance to make sure that they're coming in." Key themes discussed Importance of sales strategies and processes in health clubs. Customizable CRM/software solutions for sales and retention. The critical role of training and investing in your employees. KPIs, net growth, revenue, and retention. Mystery shopping and call recording for sales team improvement. Enhancing member engagement, onboarding, and relationship-building. Shared membership/referral programs to boost membership and loyalty. A few key takeaways:  1. Sales Process Needs Structure and Ongoing Evaluation: Mary emphasized that many clubs claim to have a strong sales team, but more often than not lack strategies, scripts, or KPIs. She underlined the importance of having sequential, process-driven systems and regular evaluation—often through recording, analyzing calls, and “mystery shopping” the current experience. 2. CRMs and Custom Software Are Game-Changers: A major part of the episode centers around the critical need for effective, customizable CRMs. Mary championed Salesforce for its adaptability, noting her experience implementing it at Millennium Partners. She highlighted recent successes helping clubs (like Powerhouse Gyms in Novi, MI) leverage technology to understand their numbers, coach their teams, and boost revenue. 3. Training and Investment in People Drives Revenue: Laudati strongly advocates investing in employee training alongside technology. She's seen clients who paired software adoption with robust training, and realized up to 25% growth year-over-year. She's a believer in hands-on onboarding, coaching, and ensuring team members are held accountable—not just to sales, but to ongoing member engagement. 4. Retention is as Critical as Acquisition: Both Mary and Pete stressed the importance of looking beyond just new member acquisition to also address attrition. Laudati recommends clubs track net growth (sales minus cancels), invest in the early months of a member's journey, proactively reach out to disengaged members, and create meaningful connections (a la “Cheers,” where everyone knows your name!) 5. Shared Memberships and Ongoing Engagement are Winning Strategies: Highlighting clients like Bay Clubs, Laudati also talked about the explosion of shared or referral-based memberships and how they can create instant community and value. She noted the value of actively integrating new members into programs or group activities (think personal training, group ex, or even pickleball) during the crucial first three months to help maximize retention. Resources:  Mary Laudati: https://www.linkedin.com/in/mary-laudati-89206232 Mary Laudati Sales Consulting: https://www.marylaudati.com   HALO Talks 2 Minute Financial Drills (Videos): https://bit.ly/2minutedrills  Prospect Wizard: https://www.theprospectwizard.com  Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com

In this special compilation episode of Mission Admissions, host Jeremy Tiers sifts through his Season 4 conversations to bring you some important leadership reminders, as well as a handful of customer service strategies that will help you deliver a more memorable college search experience for prospective students and families.Guest Names:Ken Anselment, Vice President for Enrollment Management, RHB Stephanie Dickerson, Associate Director of Admission, University of Louisville Pasquale Romano Jr., Hospitality Expert & Accounts Manager, UrVenue Dr. Matt McLendon, Associate Vice President and Executive Director of Enrollment Management at The University of Alabama  McKenzie Sullivan, Admissions Counselor, The University of Akron  Reece Baines, Junior, Wilson High School, PA Mickey Baines, Partner and Technology Services Practice Leader, Kennedy & Company Guest Social: Ken: https://www.linkedin.com/in/kenanselment/Stephanie: https://www.linkedin.com/in/stephanie-dickerson-m-a-a816779a/Pasquale: https://www.linkedin.com/in/pasquale-romano-jr/Matt: https://www.linkedin.com/in/matthew-mclendon/McKenzie: https://www.linkedin.com/in/mckenzie-sullivan-m-ed-36051b144/Mickey: https://www.linkedin.com/in/mickeyb/Guest Bios: Ken Anselment is Vice President for Enrollment Management at RHB, a division of Strata Information Group. He joined RHB in May 2022 after serving as the Vice President for Enrollment at Lawrence University in Appleton, Wisconsin, where he worked for 18 years.Stephanie Dickerson is currently in her eighth recruitment cycle with UofL. She began her career there in 2017 as an Admissions Counselor and progressed into a Senior Admissions Counselor role, then the Coordinator of the Dual Credit Program & AP Summer Institute, and now her current role as Associate Director. A seasoned hospitality professional with over 15 years of experience in Las Vegas, working with renowned hotels and nightlife/daylife concepts, Pasquale Romano Jr. is now an advisor for UrVenue the leading hospitality technology solution working with well-known hospitality brands like Tao Group, Groot Hospitality, and Wynn Nightlife.Dr. Matthew B. McLendon leads the University of Alabama's enrollment efforts, providing strategic leadership for enrollment planning, implementation and assessment. He also has fiscal responsibility for all facets of enrollment management.McKenzie Sullivan currently serves as an admissions counselor at The University of Akron. In addition to her work at UA, she sits on the OACAC executive board as the Northeast Ohio Delegate and is a part of the NACAC NEXT leadership cohort for 2024-2025.Reece Baines is currently finishing up his junior year of high school in Pennsylvania. He's an avid drummer, also works part time for a local community organization, and he volunteers as an orientation counselor at his high school. As a consultant and former practitioner in higher education, Mickey Baines has over 25 years of experience building, implementing, and leading enrollment and student success systems and teams. In his current consulting role he leads the technology services practice for Kennedy & Company, helping colleges and universities with their design, implementation, and customization of CRM technologies.  - - - -Connect With Our Host:Jeremy Tiershttps://www.linkedin.com/in/jeremytiers/https://twitter.com/CoachTiersAbout The Enrollify Podcast Network:Mission Admissions is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too!Enrollify is made possible by Element451 — the next-generation AI student engagement platform helping institutions create meaningful and personalized interactions with students. Learn more at element451.com. Attend the 2025 Engage Summit! The Engage Summit is the premier conference for forward-thinking leaders and practitioners dedicated to exploring the transformative power of AI in education. Explore the strategies and tools to step into the next generation of student engagement, supercharged by AI. You'll leave ready to deliver the most personalized digital engagement experience every step of the way.Register now to secure your spot in Charlotte, NC, on June 24-25, 2025!

Meet Seth.

Why you should listenGaurav shares how Jeeva.ai is revolutionizing sales automation by making AI-powered outreach as simple as ChatGPT, without the complexity of tools like Clay.Learn how to cut through the noise of generic AI outreach with personalized, multi-channel strategies that actually improve deliverability and response rates.Discover the future of sales technology and why natural language interfaces will replace complex CRM workflows - plus get insights from a Forbes 30 Under 30 founder backed by Mark Benioff.Your clients' sales teams are drowning in CRM busywork, spending hours on data entry and lead research instead of actually selling. Meanwhile, their cold outreach campaigns are getting lost in the noise of AI-generated spam, delivering terrible conversion rates despite all the time invested. If this sounds familiar, you're not alone - and there's finally a solution. In this episode, I sit down with Gaurav Bhattacharya, CEO of Jeeva.ai, who's built the AI sales automation platform that's changing everything. Gaurav is a repeat B2B SaaS founder who went from creating a radiology tool adopted by the Indian government at age 17 to raising over $20M and hitting $7M revenue in just 12 months with his latest venture. We dive deep into how Jeeva.ai eliminates the biggest pain points in modern sales - from automated lead research and data enrichment to personalized outreach across multiple channels. You'll discover why most outbound tools are actually making the spam problem worse, how to improve email deliverability in an AI-saturated market, and why the future belongs to natural language interfaces that work where sales teams actually spend their time.About Gaurav BhattacharyaGaurav Bhattacharya is a repeat B2B SaaS founder and Forbes 30 Under 30 honoree who's built, scaled, and exited startups before most founders finish their MVP. Currently the CEO of Jeeva.ai, he's leading the charge in automating outbound AI-powered SDR agents — helping B2B teams 2x their pipeline in half the time (and cost).Before Jeeva, he co-founded involve.ai, a customer intelligence platform that grew to 500+ companies and 1.1M users globally. He raised over $20M from top investors like Sapphire Ventures, Stanford University, and Gokul Rajaram — and hit $5M ARR in under 9 months with just 11 people.But Gaurav's story starts even earlier — at 17, he co-built a radiology tool that the Indian government adopted nationwide to fight sex-selective abortions. He's been featured in Forbes, Business Insider, LA Business Journal, and top startup podcasts — and he's not here to preach theory. Gaurav brings real-world operator lessons, raw founder stories, and tactical GTM frameworks that listeners can steal and ship the same day.When he's not building, he's probably over-caffeinating, mentoring founders, or geeking out on outbound psychology.Resources and LinksJeeva.aiGaurav's LinkedIn profileGet Jeeva at 90% off on your first yearElevenlabs.ioCaptions.aiHeygen.comChatgpt.com593

This week, Marc Bernstein sits down with David Karandish, Founder and CEO of Capacity, for a conversation that stretches beyond tech stacks and into the future of how humans and systems work together. From the outdated CRM to the rise of “systems of engagement,” Marc and David unpack why the traditional software hierarchy is being flipped—and how AI copilots are becoming essential teammates, not replacements. They explore what it takes to design tech that aligns with how people actually get work done, the role of smart automation in the “Decade of the Agent,” and the real story behind the latest M&A movement in contact centers. Whether you're thinking about how to structure your tools or your team, this episode is a masterclass in strategic clarity.Timestamps:00:00 Introduction01:24 Before Capacity02:32 CRM, CCaaS, & AI12:56 Decade of the Agent18:26 System of Engagement23:13 M&A Activity in the Contact Center34:13 Organizing Frameworks47:00 AI in 3 Years

Alan Hollander, VP of Offer Packaging and Pricing Strategy at Blackbaud, has led pricing initiatives for six years. With nearly three decades in pricing, his impressive career began in 1994 when Tom Nagle hired him after Alan excelled in Nagle's "Strategy and Tactics of Pricing" course. He also held key roles at Ellucian and Simon-Kucher & Partners, bringing deep expertise in large-scale pricing transformations. In this episode, Alan addresses a major challenge for SaaS companies: how AI disrupts traditional per-user pricing. Drawing on his experience at Blackbaud (serving nonprofits with CRM and financial tools), he explains why AI's efficiency conflicts with seat-based pricing. He and Mark discuss the difficulties of shifting customers to new pricing models, managing multiple approaches, and implementing pricing innovations gradually.   Why you have to check out today's podcast: Understand why AI is fundamentally incompatible with per-user pricing and what alternatives actually work in practice. Learn how to implement pricing model changes without overwhelming your organization's operational capabilities. Discover the "crawl, walk, run" approach to pricing transformation that builds momentum through proven results.   "Don't go right to the end goal, in the future state, because people are just going to look at you cross-eyed. Start with quick wins, start with test pilots, test the concepts, show the results, quantify the results so you can build momentum in launching new pricing models." — Alan Hollander   Topics Covered: 01:30 — Alan's pricing journey: From Tom Nagle's student to Strategic Pricing Group veteran 02:45 — The AI pricing dilemma: Pricing products with AI vs. using AI for pricing 04:15 — Why AI pricing isn't different: It's still all about jobs-to-be-done and value creation 11:15 — The nonprofit sector challenge: Selling efficiency when budgets are already tight 14:30 — Human augmentation vs. job replacement: Reframing the AI conversation 16:45 — The Salesforce problem: When AI doubles productivity but revenue stays flat 19:20 — Blackbaud's approach: Combining user-based and consumption-based models 21:45 — Market segmentation reality: Financial vs. fundraising as separate buying centers 24:10 — The PayPal model: Why percentage-of-success pricing works for fundraising 26:30 — Optional pricing models: Letting customers choose fixed vs. variable approaches 28:45 — The operational reality check: Systems and processes needed for pricing flexibility 31:00 — The "crawl, walk, run" philosophy: Building momentum through incremental wins   Key Takeaways: "Per user is not going to be the answer. You're going to stagnate because unless you're just going to increase your per user price, it doesn't align with how they consume, how they use, what value they get." — Alan Hollander "Sometimes you have to do the right things before you do things right... you can have a beautiful strategy in terms of how you monetize and price, and it's very elegant and you've done all the analytics and it looks super cool. But sometimes you actually need to basically what I would say, do a crawl, walk, run." — Alan Hollander "If you don't lead with the value, I don't care if it's AI, SaaS, it doesn't matter what it is. If you don't lead with the value in a business case... you're not going to get anywhere." — Alan Hollander   Resources and People Mentioned: Blackbaud: https://www.blackbaud.com/  Tom Nagle: https://www.linkedin.com/in/thomas-tom-nagle  Reed Holden: https://www.linkedin.com/in/reed-holden-913ab69/    Connect with Alan Hollander: LinkedIn: https://www.linkedin.com/in/alan-hollander-753167/  Email: alan.hollander@blackbaud.com   Connect with Mark Stiving: LinkedIn: https://www.linkedin.com/in/stiving/ Email: mark@impactpricing.com  

In this episode, Etienne Nichols and Matt Stratton, Director and Principal Consultant at Coalition, delve into the dynamic and complex world of neurotechnology. They discuss the expansive definition of neurotech, the significant challenges in accelerating innovation—particularly concerning regulatory frameworks and cross-functional collaboration—and how a united industry voice can overcome these hurdles to bring life-changing devices to patients faster.Timestamps00:04 - Introduction to the episode and Matt Stratton02:21 - Matt Stratton's journey into neurotechnology and passion for acceleration04:30 - Defining neurotech beyond traditional boundaries07:11 - Major challenges preventing acceleration in neurotech10:16 - The internal and external barriers to collaboration13:40 - The "generalist vs. specialist" dilemma in neurotech expertise17:03 - Optimizing existing neurotech and the future of advanced neuroscience19:34 - What neurotech can learn from other medical device verticals22:50 - The complexity of the brain: "What is normal?"24:50 - Ethical considerations of neurotech advancements26:27 - Overcoming competitive intelligence in collaborative communities29:05 - Bridging the language gap between pharma and medical devices in neurotech31:40 - Matt Stratton's call to action for the neurotech community33:10 - Political challenges and maintaining focus on shared goalsStandout Quotes"I think the neurotech space is a bit broader than that because there are so many interrelated areas that are relying and using very similar technologies and ultimately aiming for the same patient groups...and will come across the same regulatory structures." — Matt StrattonMatt's expansive view highlights the interconnectedness of neurotech, emphasizing that a holistic approach to defining the field is crucial for effective collaboration and regulatory navigation."If what ties us together is greater than the soil we stand on, then yeah, we can remain standing together." — Etienne NicholsEtienne's profound statement underscores the power of shared purpose and patient-centric goals in transcending political and competitive barriers within the medical device industry.Top TakeawaysBroadening the Neurotech Definition: Neurotech extends beyond neuromodulation and BCIs to include neurodiagnostics, neuromonitoring, neurological drug delivery, and neurosurgical devices. This broader perspective fosters greater collaboration and addresses common regulatory and patient needs.Challenges in Acceleration: Key hurdles include complex regulatory environments, the need for increased collaboration among diverse experts (neuroscientists, biologists, engineers), and adapting to emerging technologies like AI.The Power of External Collaboration: Bringing together different industry players helps establish a unified voice for regulatory changes, benchmark best practices, and break down barriers to faster progress, especially as neurotech pushes ethical and technological boundaries.Learning from Other Verticals: While neurotech faces unique challenges, insights from established fields like orthopedics and CRM, particularly regarding rapid product development (e.g., "Moore's Law" in tech), offer valuable lessons for accelerating innovation.Navigating Complexity and Ethics: The brain's inherent complexity and the fluid concept of "normalcy" introduce unique challenges for neurotech. This includes addressing profound ethical considerations, such as the potential for enhanced human capabilities to exacerbate societal inequalities.Fostering Open Dialogue: Community platforms that focus on "mundane"

In this episode, we welcome Matthew Dickinson, CEO and founder of Vable, to discuss the rapidly changing landscape of legal information and current awareness. Matthew reflects on how, until recently, current awareness in law firms relied heavily on manual curation, Boolean searches, and email alerts—often resulting in information overload and a lack of personalization. With the advent of generative AI, expectations have shifted dramatically. Lawyers now want more than just a flood of articles; they expect relevant, actionable insights delivered seamlessly and intuitively, tailored to their specific needs and workflows.Matthew explains how Vable and similar platforms are moving beyond simply delivering news. The goal is to provide context-rich, actionable intelligence that integrates with other firm systems, such as CRM platforms. Instead of sending a list of articles about data breaches, for example, the new approach is to alert lawyers when a top client is affected, summarize the implications, and identify who else in the firm needs to know. This shift requires a blend of robust technology, thoughtful workflow design, and a deep understanding of the different roles within a law firm.A significant portion of the conversation centers on the ethical boundaries of using AI in legal information services. Matthew outlines four pillars for ethical current awareness: trust, transparency, accuracy, and inclusion. He emphasizes the importance of clear labeling when AI is used, maintaining high standards for accuracy (especially for client-facing content), and ensuring a diversity of sources to avoid echo chambers. Vable's approach includes strong relationships with publishers, transparent rights management, and tools that allow human review and curation before information is distributed.Matthew discuss best practices for using news and current awareness to support practice development and client engagement. While many firms still rely on newsletters and headlines, there is a growing trend toward more personalized, branded, and interactive content—such as Vable Connect, which allows firms to deliver tailored digests to clients. Automation is on the rise, but the human element remains crucial: lawyers use curated content as a springboard for client conversations, and AI is seen as a tool to empower, not replace, professional judgment.As the episode wraps up, Matthew shares his perspective on the future of legal information services. He predicts that the next wave of innovation will bring even more personalization, prediction, and integration—potentially leading to “personalized current awareness bots” for every lawyer. However, he cautions that while AI can supercharge productivity, humans must remain in control, especially in high-stakes legal environments. The unique culture and high standards of law firms mean that technology providers must deeply understand their clients' needs to build trust and deliver real value.Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠Transcript

Episode 159. Sometimes as notary signing agents we feel rushed or even pressured to sign all the documents. Whether from the signing service, mortgage company, law firm, or title company. I'll share a couple stories, and how you can do great job without feeling the pressure.The following link will take you to our Podcast links, YouTube, social media, and email:https://linktr.ee/peaksigningSupporting our sponsors supports the podcast:CRM: https://learn.loansigningsystem.com/masterclass-5998?am_id=derek68631-on-1 Notary Coaching: https://notarysuccesspath.com/coaching-program448866?am_id=derek820Loan Signing System http://loansigningsystem.com/?afmc=3ewComplete Notary Mentorship https://www.loansigningsystem.com/notary-signing-agent-mentorship.html/?afmc=3ewNotaryAct Ejournal https://register.notaryact.com/peaksignings/

מה קורה כשבדיחה הזויה במקלחת פוגשת את עולם ההון סיכון? בפרק שהוא כנראה המופרע ביותר שהקלטתי, אני מארח את דני לשם, משקיע הון סיכון, לשיחה על היוזמה המדהימה והמצחיקה שלו: שיחות אותנטיות עם יזמים ומשקיעים, שמשודרות בלייב ב... אונליפאנס. היוזמה הזו פותחת תיבת פנדורה של סודות ודיונים שאף אחד לא מעז לנהל בפומבי: מהמכניקה הכלכלית המטורפת של אונליפאנס (הלקוח הגדול בעולם של סטרייפ, יותר מאובר!) והדילמה המוסרית סביבה, ועד לחוסר האותנטיות בתקשורת ההייטק, התחרות בין קרנות אמריקאיות לישראליות, והסיבה שבגללה כל מנכ"ל חייב היום להיות גם משפיען. זהו פרק שמתחיל בצחוק וצולל לעומקים מפתיעים על כסף, מוסר, והפער בין הנרטיב למציאות באקוסיסטם הישראלי.  00:00:00 איך בדיחה במקלחת הובילה לפתיחת חשבון אונליפאנס00:02:25 הפורמט המלא: שיחות בבר, פתקים אנונימיים ומכירת תמונות רגליים00:04:41 למה מאנדיי וגוגל סירבו לתת חסות לפרויקט?00:08:18 הצביעות של עולם התאגידים: לוקחים את הכסף, אבל לא את הבראנד00:10:48 התגלית המפתיעה: אונליפאנס הוא הלקוח הגדול בעולם של סטרייפ00:13:38 אני משפיען טופ 10% בגברים באונליפאנס00:15:00 ה-CRM הסודי של יוצאי 81 למשפיעניות אונליפאנס00:19:02 המודל הכלכלי: איך יוצרות מאבדות 75% מההכנסה לאייג'נסיז?00:20:53 "אני המשאב הנדיר": שיחה עם סוכן אונליפאנס בקזינו בקפריסין00:24:55 "הוא חי את הפנטזיה": הפסיכולוגיה מאחורי המשתמשים00:25:38 הדילמה המוסרית: האם אונליפאנס היא פלטפורמה של ניצול הדדי?00:30:27 הסיפור המטורף: קרן אמריקאית הקליטה, תרגמה וצפתה בשידור האונליפאנס00:32:56 על מה לא מדברים באמת באקוסיסטם הישראלי?00:37:33 הפער בין מה שקורה במציאות למה שמדווח בתקשורת00:43:07 האם זה טוב שקרנות אמריקאיות "אוכלות" את הקרנות המקומיות?01:00:59 האם בעידן החדש אנחנו צריכים משפיען במקום מנכ"ל?

Episode 167: Grab the Ultimate Ad Script right HERE - https://join.digitaltrailblazer.com/ultimate-ad-scriptMany people starting a marketing agency struggle to grow and scale because they focus solely on lead generation without understanding their clients' complete business funnel and measuring what actually drives revenue.This is why they often face high churn rates and difficulty demonstrating clear ROI to clients. In this episode, Anthony Carls teaches us how to build a seven-figure marketing agency by implementing a comprehensive "business waterfall" methodology, and how connecting directly to client CRM systems allows you to track the entire customer journey from lead to revenue, identify bottlenecks like poor phone answer rates or weak sales processes, and prove your marketing impact.Anthony also shares his content distribution strategy across LinkedIn and YouTube, and explains how giving away expertise through educational content builds long-term trust and reduces client acquisition costs in B2B markets.About Anthony Karls: Anthony Karls is a business builder, family law firm accelerator, and digital marketing strategist who believes real growth comes from clarity, discipline, and relentless execution. As the President of Rocket Clicks—a leading digital marketing agency for family law firms—and Co-Founder of Sterling Lawyers, Anthony has spent more than a decade helping law firms and small businesses break through plateaus, build powerful cultures, and generate predictable, sustainable revenue.Whether you're an ambitious law firm owner, a small business leader, or a marketer looking to turn data into action, Anthony's practical advice and candid storytelling will help you grow a business worth working at—and a life worth living.Learn Anthony's Waterfall Method HERE: https://rocketclicks.com/waterfall-method/Connect with Anthony:https://rocketclicks.com/ https://www.facebook.com/RocketClicks/ https://www.linkedin.com/company/rocket-clicks/ https://www.instagram.com/rocketclicks/ https://x.com/rocketclicksWant to SCALE your online business bigger and faster without the endless hustle of networking, referrals, and pumping out content that nobody sees?Grab our Ultimate Ad Script for Coaches, Agencies, and Course Creators.Learn the exact 5-step script we teach our clients that allows them to generate targeted, high-quality leads at ultra-low cost, so you can land paying customers and clients without breaking the bank on ad spend. Grab the Ultimate Ad Script right HERE - https://join.digitaltrailblazer.com/ultimate-ad-script✅ Connect With Us:Website - https://DigitalTrailblazer.comFacebook - https://www.facebook.com/digitaltrailblazerTikTok: https://www.tiktok.com/@digitaltrailblazerTwitter: https://twitter.com/DgtlTrailblazerInstagram: https://www.instagram.com/DigitalTrailblazer

KP Unpacked is the #1 podcast in AEC—and for good reason. In this episode, KP Reddy and Jeff Echols start with baseball and end up somewhere way more urgent: the death of innovation-as-edge. From Moneyball to AI, from power drills to predictive hiring, they unpack what happens after everyone catches up—and what firms should do next to keep their advantage.KP drops insights on fast feedback loops, tech resistance in AEC, and why real innovation today comes from judgment, not just data. They also explore how AI is rewriting the rules in venture, recruiting, sports betting, and founder evaluation. If your firm is still calling BIM “innovation,” this one's for you.“The thing about building an edge is… you rarely get to keep it.”

Neste episódio do Vamos de Vendas, exploramos o crescimento da função de SDRs (Sales Development Representatives) no Brasil e o impacto dessa transformação na estrutura comercial das empresas B2B. Para essa conversa, recebemos Maucir Nascimento, especialista em vendas, estruturação de times e geração de demanda, que tem acompanhado de perto a evolução dessa função nos últimos anos.Com ampla experiência em tecnologia e vendas, Maucir compartilha uma visão estratégica sobre como os SDRs deixaram de ser vistos como meros auxiliares e se tornaram protagonistas na previsibilidade e escala das operações comerciais. Ele revela os bastidores da formação de equipes de alta performance, os desafios culturais do mercado brasileiro e os impactos da adoção de tecnologias como IA generativa e CRM na rotina desses profissionais.

AI is racing ahead, but for industries like life sciences, the stakes are higher and the rules more complex. In this episode, recorded just before the July heatwave hit its peak, I spoke with Chris Moore, President of Europe at Veeva Systems, from his impressively climate-controlled garden office. We covered everything from the trajectory of agentic AI to the practicalities of embedding intelligence in highly regulated pharma workflows, and how Veeva is quietly but confidently positioning itself to deliver where others are still making announcements. Chris brings a unique perspective shaped by a career that spans ICI Pharmaceuticals, PwC, IBM, and EY. That journey taught him how often the industry is forced to rebuild the same tech infrastructure again and again until Veeva came along. He shares how Veeva's decision to build a life sciences-specific cloud platform from the ground up has enabled a deeper, more compliant integration of AI. We explored what makes Veeva AI different, from the CRM bot that handles compliant free text to MLR agents that support content review and approval. Chris explains how Veeva's AI agents inherit the context and controls of their applications, making them far more than chat wrappers or automation tools. They are embedded directly into workflows, helping companies stay compliant while reducing friction and saving time. And perhaps more importantly, he makes a strong case for why the EU AI Act isn't a barrier. It's a validation. From auto-summarising regulatory documents to pulling metadata from health authority correspondence, the real-world examples Chris offers show how Veeva AI will reduce repetitive work while ensuring integrity at every step. He also shares how Veeva is preparing for a future where companies may want to bring their LLMs or even run different ones by geography or task. Their flexible, harness-based approach is designed to support exactly that. Looking ahead to the product's first release in December, Chris outlines how Veeva is working hand-in-hand with customers to ensure readiness and reliability from day one. We also touch on the broader mission: using AI not as a shiny add-on, but as a tool to accelerate drug development, reach patients faster, and relieve the pressure on already overstretched specialist teams. Chris closes with a dose of humanity, offering a book and song that both reflect Veeva's mindset, embracing disruption while staying grounded. This one is for anyone curious about how real, applied AI is unfolding inside one of the world's most important sectors, and what it means for the future of medicine.

In this episode of Grow a Small Business, host Troy Trewin interviews Jarrad Goulding, founder of The Local Guys, who scaled his service-based franchise from humble beginnings in electrical test & tag to over 200 franchises across Australia and New Zealand. Jarrad shares how a flat fee model, leveraging AI tools, and prioritizing franchisee success drove their impressive growth. He also opens up about turning down big VC offers to keep the business family-focused and values-led, revealing what true success means to him. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Jarrad Goulding, the hardest part of growing a small business is realizing that ultimately, no one is coming to save you. As he put it, when you're in the driver's seat, every detail — from strategy to the smallest operational checks — rests on your shoulders. If something goes wrong, it's your responsibility, and that can be both terrifying and empowering. This mindset shift, understanding that you must push everything forward yourself and constantly verify results, is critical but also one of the toughest realities for any entrepreneur. What's your favorite business book that has helped you the most? According to Jarrad Goulding, two standout resources that have significantly contributed to his professional growth are the Dave Ramsey EntreLeadership podcast and the Diary of a CEO. He appreciates how EntreLeadership delivers practical, values-driven advice tailored for small business owners, while Diary of a CEO offers powerful, candid interviews that dig into the mindset and challenges of high performers. Jarrad also consumes a wide range of content on YouTube, treating it as a daily learning platform to keep sharpening his skills. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? According to Jarrad Goulding, two standout resources that have significantly contributed to his professional growth are the Dave Ramsey EntreLeadership podcast and the Diary of a CEO. He appreciates how EntreLeadership delivers practical, values-driven advice tailored for small business owners, while Diary of a CEO offers powerful, candid interviews that dig into the mindset and challenges of high performers. Jarrad also consumes a wide range of content on YouTube, treating it as a daily learning platform to keep sharpening his skills. What tool or resource would you recommend to grow a small business? According to Jarrad Goulding, the most essential tool he recommends for growing a small business is a solid CRM system. He believes that in today's world, relying on pen-and-paper methods or informal tracking is simply not sustainable once your customer base grows. A good CRM allows you to manage quotes, scheduling, follow-ups, and client relationships professionally, helping turn one-time jobs into long-term, repeat business. For Jarrad, this kind of system is the backbone of scaling a service business, enabling consistent customer engagement and building reliable, compounding revenue year after year. What advice would you give yourself on day one of starting out in business? According to Jarrad Goulding, the advice he would give himself on day one of starting out in business is to understand that success is not about what you personally gain but about who you become through the journey. In the early days, he thought it would all be about making money and enjoying the rewards, but over time, he realized the real value lies in the growth, resilience, and humility you develop by serving others, facing challenges, and building something meaningful. He believes that keeping this perspective from the start would have made the journey even more purposeful and fulfilling. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Success isn't about what you get — it's about who you become along the way — Jarrad Goulding A CRM isn't just a tool; it's the engine that turns one-time clients into a lifetime of growth — Jarrad Goulding Hire slow, trust your gut, and protect your culture like your business depends on it — because it does — Jarrad Goulding

In dieser Episode dreht sich alles um die Herausforderungen und Chancen der Digitalisierung im Lead Management und CRM in der Versicherungsbranche. Host Herbert Jansky, Co-Host Dominik Bardane und ihre hochkarätigen Gäste – Sven Gerhardus von BearingPoint, Detlef Jahnke von der Deutschen Ärztefinanz und Holger Babier von der Öffentlichen Versicherung Braunschweig – teilen ihre spannenden Einblicke aus Praxis und Beratung.Gemeinsam werfen sie einen Blick darauf, wie digitale Systeme helfen, Kundenprozesse zu optimieren, Abläufe effizienter zu gestalten und die Kundenansprache individueller sowie datenbasierter zu machen. Detlef und Holger berichten offen von ihren eigenen Digitalisierungsreisen, den Stolpersteinen und Erfolgsrezepten und wie der Wandel die Versicherungen nachhaltig verändert. Zwischen Best-Practices, Skalierungsfragen und dem Einfluss moderner Technologien bleibt es ehrlich, praxisnah – und bisweilen auch humorvoll.Freut euch auf lebendige Diskussionen und wertvolle Tipps für alle, die Kundenmanagement und Digitalisierung in der Versicherungswelt mit frischen Ideen vorantreiben möchten!Schreibt uns gerne eine Nachricht!PPI – Inspired by Simplicity. PPI verbindet Fach- und Technologie-Know-how, um komplexe Finanzprojekte in der Versicherungs- und Bankenwelt unkompliziert umzusetzen. Mit über 800 Expert:innen, europaweit führenden Lösungen im Zahlungsverkehr und der Vision „From Paper to Pixels“ begleitet PPI ihre Kunden erfolgreich in die digitale Zukunft.

Highlights include:-Why the “decision-makers” are often not the “doers” - and how that derails success.-The importance of internal champions (and the risks of choosing the wrong one).-How to turn resistance into results with empathy, inclusion, and smart incentives.-JEDI's approach to change management and tech implementation that actually works.If your firm is considering a new CRM - or struggling to make the one you have actually deliver ROI - this episode will show you how to bridge the gap between vision and execution.Ready to bring your data systems into alignment? Visit www.eliteconsultingpartners.com/podcast to listen to more episodes or reach out to the team directly at www.jedidatabasesolutions.com.

Oh yes, we're talking all kinds of stocks! (00:21) Jason Hall and Matt Frankel discuss: - AI stocks in the data center space (including CoreWeave) - Winners and losers in energy and solar from the Big Beautiful Bill. - With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix (19:11) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent's deals with customers like Netflix and Meta Platforms work and what keeps him up at night. (32:39) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar. Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Flying a fully loaded 757 with shifting weather and unexpected system faults isn't the kind of day any pilot hopes for—but sometimes, it's the one you get. In this solo episode, Nik shares a real-life flight that became a case study in slowing down, resetting, and leaning on your team. He walks us through a recent scenario that started with a simple maintenance issue during taxi-out but escalated into a near runway incursion. It's easy to think, “That would never happen to me.” But after hearing Nik's story, you'll understand just how quickly things can spiral—and why, in moments of pressure, the best thing you can do is slow down, stay deliberate, and trust your crew. What You'll Learn: Why "stop the plane" is sometimes the smartest first move How to expand your team when you don't have all the answers  How to manage operational curveballs (like MELs, reroutes, and shifting winds) How to create psychological safety in the cockpit Why speaking up could be the most powerful CRM move you ever make  How one FO's quick call potentially prevented a serious violation What it means to be “confident enough to be unconfident” CONNECT WITH US Are you ready to take your preparation to the next level? Don't wait until it's too late. Use the promo code “R4P2025” and save 10% on all our services. Check us out at www.spitfireelite.com! If you want to recommend someone to guest on the show, email Nik at podcast@spitfireelite.com, and if you need a professional pilot resume, go to www.spitfireelite.com/podcast/ for FREE templates! SPONSOR Are you a pilot just coming out of the military and looking for the perfect second home for your family? Look no further! Reach out to Marty and his team by visiting www.tridenthomeloans.com to get the best VA loans available anywhere in the US. Be ready for takeoff anytime with 3D-stretch, stain-repellent, and wrinkle-free aviation uniforms by Flight Uniforms. Just go to www.flightuniform.com and type the code SPITFIREPOD20 to get a special 20% discount on your first order. #Aviation #AviationCareers #aviationcrew #AviationJobs #AviationLeadership #AviationEducation #AviationOpportunities #AviationPodcast #AirlinePilot #AirlineJobs #AirlineInterviewPrep #flying #flyingtips #PilotDevelopment #PilotFinance #pilotcareer #pilottips #pilotcareertips #PilotExperience #pilotcaptain #PilotTraining #PilotSuccess #pilotpodcast #PilotPreparation #Pilotrecruitment #flightschool #aviationschool #pilotcareer #pilotlife #pilot

In this episode, Mitch and David look back at the 2nd Core Episode from 3 years ago. They re-evaluate why it is so important to have a plan when it comes to preparing your personal finances before you start your business. Get rid of credit card debt, re-evaluate your car loans. How to get alone or have money set aside for when you need it. Your plan could make or break you. Come to Vegas and learn the ins and outs of marketing, not to mention, it's a great freaking time. Get you tickets for the 2025 Vegas Event here: https://tradewinsconsulting.com/events Not ready for a full blown CRM, this is a great option. Build jobs, bids, and invoice straight from the app. TW Job Calculator APPS https://play.google.com/store/apps/details?id=com.tradewinsconsulting.jobcalculator https://apps.apple.com/us/app/trade-wins-job-calculator/id6744992264?platform=iphone Trade Wins by Trading Content https://www.facebook.com/groups/1309829410166761 If you have questions you'd like us to answer, please feel free to email them to AskMitch@MitchSmedley.com Thanks for listening and thanks for sharing! Enjoy the show! If you'd like more insight from Mitch and David, you need to check out Trade Wins. Trade Wins can help you start your business or take your newer business and get it to a very healthy level. For more information about Trade Wins, check out https://www.tradewinsconsulting.com/ FieldPulse is the Official Field Service Management Software of The Void Podcast. Their software is ideal for you and your business. For more information about how FieldPulse can benefit you, check them out here: https://www.fieldpulse.com/book-demo?utm_source=referral&utm_medium=partner&utm_campaign=TheVoid/TradeWins http://empowerpayments.com/TheVoid Contact us: askmitch@mitchsmedley.com

Send us a textAbout This EpisodeWhat if the crazy idea is actually the smartest move you could make? Andy Pearson, VP of Creative at Liquid Death, has built a career by leaning into the absurd and flipping conventional logic on its head. From selling $500 cookies to fund a trip that launched his career to redefining creative strategy at one of the fastest-growing beverage brands, Andy sees boldness as spotting opportunity where others see nonsense. In this episode, he shares how his unique approach unlocks unforgettable, viral campaigns and why the riskiest move is playing it safe. We also explore how his philosophy shows up in life beyond work, including his ultramarathon mindset and belief that success comes from taking the first step, not having it all figured out. If you're ready to rethink boldness, risk, and creativity, this is the episode for you. About Andy Pearson Andy Pearson is the VP of Creative at Liquid Death, one of the fastest-growing non-alc beverage brands.  Liquid Death uses comedy and entertainment to make health and sustainability 50 times more fun. It takes low-calorie beverages and packages them into infinitely recyclable cans that compete with the fun marketing of unhealthy brands across energy drinks, beer, and junk food. Its product lines include mountain water, soda-flavored sparkling water, iced tea, and more. A portion of Liquid Death's proceeds goes to nonprofits who are helping fight plastic pollution and further our #deathtoplastic sustainability mission. As part of Liquid Death's evil mission to make the world healthier and more sustainable, Andy helps oversee all creative output from the brand, from its viral video content to social content to merch to experiential events to CRM and more. Prior to his current attempt at global domination, Andy spent 12+ years as an award-winning creative at agencies like CP+B, Deutsch LA, and Humanaut. Additional ResourcesWeb: ievenwrotethissickurl.comInstagram: @ievenshotthisLinkedIn: @AndyPearsonSupport the show-------- Stay Connected www.leighburgess.com Watch the episodes on YouTube Follow Leigh on Instagram: @theleighaburgess Follow Leigh on LinkedIn: @LeighBurgess Sign up for Leigh's bold newsletter

misaligned roles, missed follow-ups, and misunderstanding what makes a sales pro thriveIn this 300th episode of SaaS Fuel, Jeff Mains sits down with powerhouse sales coach Kristie Jones, author of Selling Your Way In. Together, they break down how SaaS companies can build accountable sales teams, re-engage cold deals, and align salespeople with their true superpowers.If your CRM is full of “closed lost” deals, this episode shows you how to revive them, build a seven-touch re-engagement plan, and stop leaving revenue on the table.

What do tariffs, AI adoption, and digital readiness have in common? They're all reshaping the future of wholesale distribution.In this episode of Around the Horn in Wholesale Distribution, hosts Kevin Brown and Tom Burton unpack the forces shaping the industry from rising cybersecurity threats to the real reason distributors aren't seeing results from generative AI tools.This episode blends actionable economic insights with digital transformation strategy and is a must-listen for Revenue Leaders in Distribution preparing for what's next.What You'll Learn:Why small interest rate changes have massive implications for national debt and distributor marginsThe hidden danger of weak cybersecurity hygiene in mid-size distributorsWhat's actually holding companies back from successful AI implementation (hint: it's not the tools)How Smart CRM and Sales Co-Pilot platforms help future-proof sales organizationsWhy Collaborative Planning & Forecasting (CPFR) is a strategic advantage in uncertain timesEpisode Highlights:05:20 – What the Fed's hesitation on rate cuts means for distributors12:45 – How tariffs are being used as economic leverage, not just punishment22:10 – Why reshoring is gaining momentum in wholesale distribution35:08 – The untold reasons AI is stalling in sales organizations45:50 – How today's B2B buyers behave before they ever speak to sales57:30 – Aligning AI tools with workflow clarity and CRM data hygiene01:08:15 – Cybersecurity risks for mid-size distributors: real threats and blind spots01:17:40 – Future-proofing your strategy with AI, succession readiness & smarter sales planning

This fast episode plants more than a few seeds—it digs deep into the fertile soil of fundraising tech and AI, showing nonprofit leaders how to embrace new tools without fear or being overwhelmed.Co-host Julia Patrick opens with her signature energy: “It's always a good day when I get to work with my cohost Tony Beall,” . . .and what follows is an energizing discussion around modernizing fundraising practices. The duo tackles AI not as a villain, but as a brilliant assistant. As Tony puts it: “AI is a tool, not a takeover.”From predictive analytics to donor segmentation, Tony outlines how AI empowers fundraisers to work smarter—not harder. He reminds us that AI “creates a tremendous opportunity for prospecting,” especially now that tools like ChatGPT are as common as Google searches.Julia reflects on how her organization embraced AI early on. “It has revolutionized the way we do business,” she says, underscoring (not literally!) how prompts, personas, and platform features help tailor messaging to diverse donor groups.Tony speaks to how “ChatGPT can help you refine messaging for different donor sets… it's still your words, but it's helping you shape the message.” He urges fundraisers to treat the tech as an editor—not a ghostwriter.They also dig into CRM evolution, with Julia commenting, “What we get today is not what we'll have tomorrow.” Tony shares how CRM vendors are racing to integrate AI and support their users.The conversation rounds out with a focus on multi-generational training, acknowledging that not every team member shares the same comfort with digital tools. Tony adds that leaders must explain “why we're doing this” so that staff can buy in, even if it feels uncomfortable at first.This episode isn't just about tech—it's about change, mindset, and purpose.#FundraisingTech #TheNonprofitShowFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Pour l'épisode de cette semaine, je reçois Alexandre Barroux, CEO et cofondateur de Bonx.Bonx, c'est un ERP industriel nouvelle génération, pensé pour les PME, qui se déploie en 5 à 6 semaines seulement, et qui permet une personnalisation en profondeur des processus industriels grâce à une approche no-code et des fonctionnalités avancées d'IA.Avec Alexandre, on revient sur son parcours : ses débuts chez OSS Ventures où il travaillait sur le product et le go-to-market de startups industrielles, jusqu'à la création de Bonx avec son associé Rémi. Il nous explique comment ils ont identifié une opportunité sur le marché des ERP, historiquement dominé par des mastodontes comme SAP ou Dynamics, peu adaptés aux PME modernes.On a parlé produit : de leur positionnement volontairement focalisé sur l'opérationnel (production, supply chain, stock) sans gérer la compta ni le CRM, de leur approche “opinionated” et modulaire, de leur V2 lancée récemment, mais aussi de leur vision IA pour automatiser des tâches comme l'ordonnancement de production ou la lecture automatique de commandes.On a aussi beaucoup parlé Go-To-Market : comment ils ciblent des PME industrielles ambitieuses, pourquoi ils ont choisi une stratégie commerciale directe, comment ils gèrent l'expansion géographique (France, Italie, Espagne) et leur ambition d'ouvrir les US en 2026. On a aussi parlé de leur levée de fonds récente auprès du fonds anglo-américain 9900.Vous pouvez suivre Alexandre sur LinkedIn.Bonne écoute !Mentionnés pendant l'épisode :OSS VenturesCognixPennyLaneHubSpotPodcast Revenue BuildersStart to Scale de Thibault Renouf (mentionné indirectement)Pour soutenir SaaS Connection en 1 minute⏱ (et 2 secondes) :Abonnez-vous à SaaS Connection sur votre plateforme préférée pour ne rater aucun épisode

How many times do you actually attempt to reach out to a prospect before you give up? On the Sales Gravy Podcast, Jessica Stokes calls out a common sales reality when prospecting: “We all know the average salesperson typically stops after three, maybe four attempts before moving on. We assume they're not interested. We want to find a juicier lead.” This common behavior defines The 3-Call Fallacy—the flawed belief that if someone doesn't respond after a few tries, they're not interested. It's where you probably tap out and tell yourself you've done enough. You haven't. Persistence is key.  Why Salespeople Quit Prospecting Too Early The premature retreat from prospecting isn't about laziness; it's rooted in fundamental misconceptions and fear. The Fear of Being Annoying The most common excuse? “I don't want to be a pest.”  You leave a voicemail, send an email, maybe try LinkedIn, and then you back off. You tell yourself you're giving them space. But your prospect doesn't remember you. When you're looking at your CRM thinking, "This is my sixth attempt—I'm going to tick this guy off," your prospect likely has no idea who you are. To them, today's call feels like the first time you've reached out. The Momentum Killer Spacing out your touchpoints destroys any traction you might have built. Waiting a week—or worse, a month—between messages forces you to restart every time. That familiar name? Forgotten. That compelling message? Gone. Momentum is built with consistency. Familiarity breeds trust, but only if you stay in front of them long enough to become familiar. The 4 Steps of Building a Fanatical Prospecting Sequence The fix? Being fanatical about sequencing.  It's about consistent, well-timed, multi-channel outreach that keeps your message fresh and front of mind. Stay Consistent: Don't let more than a few days pass between touchpoints. Regular rhythm creates recall. Think of it like a steady drumbeat—not a one-time boom. Use Multiple Channels: Your prospect may ignore emails but answer LinkedIn. Or they may screen unknown numbers but reply to a personalized video. Use all the tools available: Phone calls Emails LinkedIn messages Video messages Direct mail (for high-value prospects) Track Your True Attempt Rate: Most reps overestimate their persistence. Implement a rigorous tracking system, whether in your CRM or a simple spreadsheet, to log every single touchpoint. Reframe Your Mindset: You're not bothering people—you're offering help. If you believe in your product and know it can solve their problems, persistent outreach is a service, not a nuisance. The Prospecting Challenge Ready to put this into action? Take 20-50 leads and run a sequence over the next 30-45 days. Make contact attempts every few days using multiple channels. Track your progress. You'll likely discover: Responses after 8, 10, even 12 attempts. Prospects saying things like "I'm glad you reached out again" or "I was thinking about calling you back." Booked appointments you never would have gotten with the traditional 3-call approach. 3 Common Personal Objections (And Why They're Wrong) This is where self-sabotage shows up. Let's break down the common excuses: "I don't want to be annoying." Your prospect deleted your voicemail in 10 seconds. They're not sitting there with a map of all your attempts, getting angrier with each one. "If they were interested, they would have called back." People are busy. Interest doesn't always translate to immediate action.  "I need to focus on warmer leads." Every lead starts cold. The difference between a cold lead and a warm lead is often just consistent, value-driven follow-up. You make them warm. The Discipline Factor: Every Attempt Counts Just like you can't run a 10K after one day of training, you can't expect immediate results from prospecting. It's a cumulative effort that builds momentum over time.

Harrison Thomas, Chief Growth Officer at Beacon Specialized Living Services, Inc. In Part 2 of our conversation, we go deep into how Beacon is operationalizing M&A. Harrison reveals how they reduced their request list by over 65%, why they require third parties to use their DealRoom, and how integration now begins before the deal is even signed. He also dives into the organization's AI roadmap, their internal CRM transformation, and the surprising challenges of acquiring non-profit organizations. If you want a behind-the-scenes look at building a scalable, tech-forward M&A machine in healthcare, don't miss this episode. Things you will learn: How to build a centralized M&A system across CRM, diligence, and integration Why Beacon embeds integration planning before close—and the real cost of waiting What it takes to acquire and integrate nonprofit healthcare organizations Episode Chapters [00:02:30] Using third-party compliance audits and chart reviews in diligence [00:06:00] Evolving the deal process from relationship-building to IOI to close [00:12:00] Reducing diligence requests from 474 to 147 using DealRoom [00:14:00] Enforcing platform accountability for both internal teams and sellers [00:16:00] Managing deal fatigue and broker feedback in seller-heavy processes [00:21:00] Beacon's shift from siloed M&A to One Beacon integration strategy [00:26:00] Running diligence and integration in parallel, starting pre-close [00:29:30] Valuation risks of integration backlog and how Beacon is addressing it [00:35:00] Centralizing the full M&A lifecycle—from CRM to integration—in one platform [0:41:00] How to approach acquiring nonprofit organizations (and why it's worth it) _______________

If you've ever avoided setting up automations in your business because you're scared something will break, sound robotic, or feel impersonal, this episode of Take It Personally is for you.In this episode, I'm sharing a little tough love and a whole lot of encouragement for those of you who are automation-curious but stuck in perfectionism. I'll walk you through real-life examples from my own brand photography business and show you how automations can actually give you more space for personal touch, creativity, and freedom. You don't have to babysit your inbox forever. Let's talk about what's really holding you back—and how to fix it.01:30 Why I avoided automations too (and what changed my mind)03:40 What's really holding you back from setting up workflows05:15 Automations don't have to be robotic07:10 A behind-the-scenes look at how my CRM is set up09:00 What to do if you're scared of sending something by accident11:35 Why human error is not the end of the world14:00 Strategic automation vs. intentional personal touch16:15 Why automations create more space for connection18:10 Final pep talk (plus your invite to the free webinar!)CONNECT WITH MADDIE:InstagramWebsiteLINKSJuly 17 Webinar with Colie James: Charge More Stress Less - Learn how to automate the sales process for your luxury brand photography offer. Save your spot now!Dubsado: 20% offHoneybook: 25%Full show notes

Timestamps: 00:00 – Introduction: What's changing in real estate tech 01:10 – Does AI belong in luxury real estate marketing? 03:30 – Using QR codes and digital tools without losing trust 06:45 – Which tools genuinely improve the client experience? 09:00 – Automation vs. authenticity: where agents go wrong 12:20 – Staying relevant without becoming robotic 15:05 – Rob Jansen on how tech helps him scale and stay personal 17:50 – Avoiding burnout by streamlining repeat tasks 20:30 – Where most real estate tech fails (and why) 22:45 – Does tech give you leverage—or just distraction? 26:10 – Using video, voice notes, and CRM effectively 29:00 – Digital first impressions: what luxury clients expect 32:15 – Choosing tech that aligns with your brand 34:40 – Integrating technology without compromising service 38:00 – How to audit your current tools and tech stack 41:00 – Final thoughts: use tech with intention, not pressure

Episode 249: When “revenge travel” brought guests roaring back to Four Seasons Hotels, they capped occupancy, turning away guests and revenue. Scott Taber, senior vice president of global hospitality, describes the Four Seasons philosophy: No points, no perks. Just great properties, individual recognition, personal service, and an emphasis on making sure the first five minutes after check-in are spectacular. That belief was put to the test when the world started traveling again and labor gaps persisted at the end of the pandemic. The company had a choice: chase revenue or protect intimacy. It chose intimacy. To avoid overextending staff and diluting the experience, Four Seasons capped occupancy. The organization focused on preserving what Scott calls the “first five”: those opening minutes that define a guest's stay. “People want to see your eyes and your teeth,” he says. They want to be recognized, not processed. That doesn't mean resisting tech. Four Seasons embraced tools that support connection: a CRM “golden record” surfaces each guest's preferences so staff can deliver personal touches at scale. They also rolled out a proprietary 11-platform chat tool that helps staff resolve 80% of requests within 90 seconds. Last year, they set an NPS record.  Culture provides the foundation for the organization's enduring success. Recruiting favors empathy, veterans mentor newcomers, and managers celebrate tiny moments of recognition as fiercely as revenue. With management contracts that stretch a whopping 80 years, Four Seasons plays the long game: culture first. For Four Seasons, the strongest currency isn't points, but people. Guest: Scott Taber, Senior Vice President for Global Hospitality, Four Seasons Hotels Host: Rob Markey, Partner, Bain & Company Give us feedback: Customer Confidential Podcast Feedback Send us a note: Contact Rob Topics Covered: 00:04 How occupancy caps protect service under pressure 00:12 No points program means loyalty through recognition 00:20 Salesforce “golden record” and how it personalizes at scale 00:30 The benefits of their chat platform that responds instantly to guests 00:35 Getting culture right, like hiring empathetic staff and having veterans mentor newcomers 00:41 How their 80-year contracts reinforce a culture-first strategy Notable Quotes: 00:02 “It's the service excellence that we want to have in our properties every single day, and making sure that we have the right tools, training, support, structure, to truly bring that to life. And all while creating great jobs and helping to have amazing leaders and supporting them to create great memories and experiences for our guests.” 00:03 “We had a record year last year with our guest experience score, Net Promoter Score.” 00:11 “Our typical management agreement is 80 years. We want to be with this hotel, we want to be with this project, for the long term. It's the vision of Mr. Sharp [Four Seasons' founder] committing himself to the property and us being committed to the property for that period of time. I think there are some pretty good foundational elements to keep us going for a long time to come.” 00:12 “ [Customers] want to be remembered and appreciated for their business. Four Seasons doesn't have a loyalty program. We're a small brand: 133 hotels. So, how do we do that in a way that is thoughtful and that helps our employees to be able to remember our guests in the right way?” 00:25 “We want to hire for attitude and teach the skills. So you are looking for someone who wants to connect with that guest and be in sync with what that guest needs at that moment. And that comes with how we teach and how we coach that behavioral side to engage with the guests—what's important for them in the moment.” Additional Resources: Connect the dots between the present and the past with our Customer Confidential podcast from 2016, Inside the Four Seasons Approach to Five-Star Service Learn more about how Four Seasons was impacted by Covid-19 in our brief: The Power to Change

In this conversation, John Harcar interviews Chris Salerno, co-founder of Deal Compass, a tech software designed to simplify the lives of real estate professionals. Chris shares his journey from a recent graduate to an entrepreneur, discussing the challenges of starting a business, identifying market needs, and the importance of client feedback. The conversation delves into the unique features of Deal Compass, including its texting system and CRM integration, as well as the company's vision for growth and commitment to customer relationships. Chris emphasizes the importance of teamwork and the influence of sports in shaping their business approach, while also addressing trends in real estate technology.   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   —--------------------

Coach the person, not just the group. In this episode of Dealer Talk with Jen Suzuki, we're taking the next step in developing high-performing sales teams—moving from team talks to tailored coaching. If you're a manager who's ready to elevate your leadership game, this one's packed with practical frameworks and real dealership scenarios you can start using today. Jen breaks down: The 3 Ps of diagnosing performance: Performance, Process, and Presence Her go-to one-on-one coaching blueprint How to coach mindset, not just skill sets The role of energy and presence in driving results Why your salespeople need a coach—not a boss You'll walk away with coaching phrases, reset strategies, CRM tips, and ways to turn every one-on-one into a power session that inspires growth, confidence, and performance. "I'm not coaching you because you're bad. I'm coaching you because you're worth it." Let's build a team that's not just trained, but transformed.

In the current tech landscape, everyone is experimenting with AI, but when it comes to finance, we tread more carefully. In this episode, CJ is joined by Amy Butte, the CFO of Navan, one of the most AI-forward travel and expense platforms in operation. Amy highlights how the company is weaving AI into its operating system, not just to summarize documents, but to manage financial workflows with real impact. With a career spanning Wall Street and Silicon Valley, Amy also discusses her journey from being the CFO of the New York Stock Exchange to her current role. She delves into her experiences as an audit chair and touches on the challenges and opportunities in building teams and navigating change. She also breaks down the dynamics of the build versus buy debate in the current tech space before sharing anecdotes about her unique experiences at the New York Stock Exchange and her perspectives on being a woman in leadership.—LINKS:Amy Butte on LinkedIn: https://www.linkedin.com/in/amybutte/Navan: navan.com/RunthenumbersExtraordinary Women on Boards: https://www.ewobnetwork.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.com—TIMESTAMPS:00:00 Preview and Intro02:59 Sponsor – MUFG | NetSuite | Pulley06:52 Conferences and Networking09:09 How Navan Has Implemented AI12:17 Whose Responsibility Is It To Drive AI Adoption14:50 The Risks Involved in Using AI in Finance15:50 Navan's New Bot “Miles”17:00 Sponsor – Brex | Aleph | RightRev | Navan22:31 The Operational and Financial Impact of Using AI at Navan23:36 CSAT Scores: Humans Versus Bots24:46 AI Within the Finance Department27:37 What an Audit Chair Does32:04 Using the Audit Chair Seat To Influence Business Outcomes33:33 Mentoring CFOs and Unlocking Opportunities As Audit Chair36:29 How To Become a Board Member or Audit Chair38:58 The Role of the Director Versus the Role of the Operator39:44 Building Teams and Empowering People48:48 Build Versus Buy in the Era of AI51:28 Partnering: Collaboration Versus Control53:07 A Story About the Security at the New York Stock Exchange55:36 Meeting the CEO of Merrill Lynch57:43 Leadership and Opportunities for Women in Finance1:00:37 Long-Ass Lightning Round: A Big Mistake1:01:31 Advice to Younger Self1:02:37 Finance Software Stack1:02:55 Craziest Expense Story—SPONSORS:MUFG is a global banking powerhouse that provides comprehensive banking services for VC-backed, PE-backed, and public companies with revenues starting at $40M. Accelerate your growth trajectory. Contact group head Bob Blee at bblee@us.mufg.jp to find out more.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.#Navan #AIFinance #FinancialTransformation #AuditChair #WomenInLeadership Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

This episode is available in audio format on our Let's Talk Loyalty podcast and in video format on www.Loyalty.TV.In this episode Bill Hanifin, CEO Wise Marketer Group, speaks with recognized industry figure Deepak Pradhan, Head of Loyalty Program & CRM at ADNOC Distribution.This conversation will share a vision for the future of convenience and fuel retailing and will surely create “store envy” among many retailers. The state of the art at ADNOC is incredible.Listen as we dig into how ADNOC is innovating in customer loyalty in this new retail model.The episode is sponsored by Comarch.Show Notes:- 1) Deepak Pradhan2)ADNOC Distribution

One of the biggest stumbling blocks for Wedding Business owners is conversion rate. If you get the enquiry but can't make the sale, something is going wrong. Today I am chatting with founder of Hampshire Event DJS about how he has ensured his conversion rate is one of the best in the industry. We talk about his radio background, his rise from DJ to one of the most trusted DJ teams in Hampshire and his new adventure into the world of tech. Visit Simons websiteCheck out the DJ Teams tech / music selection toolFollow Hampshire Event DJS on InstagramTime Stamps:00:14 - Transitioning to Wedding Marketing Strategies00:28 - The Journey from Radio to DJing: Lessons Learned09:05 - Building a Resilient Business Model in the DJ Industry19:36 - Building a Strong Team of DJs22:15 - Understanding Marketing Strategies for DJs32:56 - Understanding Conversion Rates39:20 - Understanding the Psychology of Music Choices for Events44:22 - Setting Expectations for a Successful Wedding DJ Experience46:32 - Understanding the DJ's PerspectiveMentioned in this episode:Wedding Pro AgencyNeed help and support this summer? Let us take some of the marketing tasks off your hands so you can remain consistent all summer long. From blog post writing to content creation, email marketing to website updates and even building out your CRM system, we can help. Get in touch to find out more.Wedding Pro Agency

We're closing out this series with a powerful conversation that redefines what leadership can look like. Lindsay Fuller of The Teaching Well joins us to explore how leading with courage starts right where you are—not with a title, but with intention.We unpack big ideas: hope as a daily practice, resilience as a rhythm, and policies that reflect lived experience—not just words on a page.Lindsay challenges us to rethink what tools truly sustain leadership—like rest, offboarding, and sabbaticals—and why they're not extras, but essentials. We also name the often-unspoken reality of compassion fatigue and offer a vision of shared leadership grounded in alignment, not replication.If you're ready to build a culture that centers humanity, care, and courage—this episode is your invitation to begin. Learn:Learn why human-centered leadership means choosing courage over comfortDiscover how critical hope is a practice—not a personality traitUnderstand why change leadership begins right where you are—even without the titleExplore what it means for policies to be living, responsive, and rooted in lived experienceSee how resilience is built through consistent, intentional rhythmsUnpack why rest, offboarding, and sabbaticals are essential leadership tools—not perksLearn how shared leadership depends on calibration, not cloningRecognize why compassion fatigue is a real occupational hazard—and what to do about itEpisode Highlights: The Importance of Critical Hope (05:00)Policies as Culture in Action (08:55)Reframing Policies for Human-Centered Organizations (09:01)5-Part Framework and Where People Get Stuck (15:00)Challenges in Implementing Human-Centered Policies (14:53)Human-Centered Leadership (25:00)The Role of Feedback in Leadership (27:51)Becoming the Change Leader in Your Team (30:00)The Journey of Rest and Leadership (32:11)Reflections from the Well (33:00)Join us at ImpactUp: Movement on July 10th!It's a free, one-day virtual event for changemakers who are ready to move their mission forward. You'll walk away with real, practical tools—like how to use your data to spark action, how to craft a clear and compelling elevator pitch, and how to create messaging that actually moves people.Grab your free spot at weareforgood.com/impactup

¿Te gustaría tener una sesión en vivo conmigo una vez al mes? ¡Entra a Detonadores de Valor!https://www.detonadoresdevalor.com/membresiaCurso GRATIS: "Ventas & CRM" https://www.detonadoresdevalor.com/cursocrm¿No tienes un CRM? Comienza tu prueba de 30 días GRATIShttps://aff.trypipedrive.com/3gqeu4o6mi2zEn este episodio te hablo sobre el efecto que ocasiona cuando un vendedor que tiene malos hábitos logra obtener buenos resultados y lo dañina que esta situación puede llegar a ser.LINKS MÁS RECIENTES:¿Te gustaría tener una sesión en vivo conmigo una vez al mes y trabajar en tus ventas? ¡Entra a Detonadores de Valor!https://www.detonadoresdevalor.com/membresia¿No tienes un CRM? Comienza GRATIShttps://aff.trypipedrive.com/3gqeu4o6mi2z Hosted on Acast. See acast.com/privacy for more information.

On this episode, I breakdown my comprehensive guide to "vibe marketing" - using AI tools and workflows to automate and enhance marketing efforts. I go over several practical workflows including creating viral AI videos, building AI personas for customer nurturing, generating audio content from text, and creating AI-powered business dashboards. The presentation emphasizes that understanding these tools provides marketers with a significant competitive advantage in the current landscape. Timestamps: 00:00 - Intro 01:27 - Overview of Vibe Marketing 03:30 - MCPs and Workflow Explained 06:45 - Creating faceless video content workflow 09:57 - One-click CRM with Gumloop 13:50 - Voice AI agents with VAPI 16:56 - Creating AI personas with Tavus 21:04 - Generating AI Podcast with String 24:13 - Building Business Health Dashboards with Sting 25:20 - Creating high-converting ads with Arc Ads 27:38 - Growing followers and email lists with short-form video Key Points: • Vibe marketing combines AI tools and workflows to create an unfair advantage in today's marketing landscape • The presenter shares multiple AI workflows including faceless video content creation, one-click CRM, voice AI sales agents, and AI personas • Tools like Claude, Gumloop, VAPI, Tavus, String, and Arc Ads are demonstrated with specific use cases • Short-form video content combined with comment-based email collection can rapidly grow followers and email lists Create winning ads with ‍AI Actors: https://www.arcads.ai/?via=community The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ Boringmarketing - Vibe Marketing for Companies: http://boringmarketing.com/ The Vibe Marketer - Join the Community and Learn: http://thevibemarketer.com/ Startup Empire - a membership for builders who want to build cash-flowing businesses https://www.skool.com/startupempire/about FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/

Is this you? You show up every day for your business and deliver real results, but you still aren't landing the high-paying clients you know you're ready for. Here's a newsflash: it's not because of your pricing.In this episode of Unbreakable Business, we're getting to the root of the issue with the top three reasons high-earning clients aren't buying from you. Listen in as we flip the script on what really matters when it comes to upleveling your business. Here's a hint: it has everything to do with how you position yourself.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[1:55] You don't have a pricing problem; you have a positioning problem[4:02] The client journey is getting longer and more personal [6:16] Reason one: You're leading with pain instead of speaking from power[9:34] Reason two: Your offers feel custom when they should feel premium[12:06] Reason three: Your brand doesn't match your price tag [16:01] High-earning clients don't shop; they select Resources mentionedThe Amy Porterfield ShowEpisode 89: Small business trends for 2025Connect with the hostWebsite: podcast.honeybook.comIG: instagram.com/honeybookIG: instagram.com/akuakonadu_ Hosted on Acast. See acast.com/privacy for more information.

Today we're going to talk about something that can change the way you grow your brand — how you follow up. So many people focus on getting new followers, but the real gold lies in the people you've already talked to. It's easy to lose track of warm leads, superfans, and partners when your messages are buried in your DMs and emails, which is why organizing your contacts and creating a system for follow up is so important. When you have a personal CRM, you stop leaving money and relationships on the table and start to stay top of mind. You also are able to turn connections into real growth for your brand and business.My recommended tool from this episode: KondoLearn More: Buy Digital Threads: https://nealschaffer.com/digitalthreadsamazon Buy Maximizing LinkedIn for Business Growth: https://nealschaffer.com/maximizinglinkedinamazon Join My Digital First Mastermind: https://nealschaffer.com/membership/ Learn about My Fractional CMO Consulting Services: https://nealschaffer.com/cmo Download My Free Ebooks Here: https://nealschaffer.com/books/ Subscribe to my YouTube Channel: https://youtube.com/nealschaffer All My Podcast Show Notes: https://podcast.nealschaffer.com

Most shop owners don't think about marketing when things are going great, but wait until the car count drops or the phones go quiet. That's when the panic hits, and all eyes turn to marketing. But what if your shop's struggles aren't about marketing at all?In this episode, I sit down with Daniel Burkholder from Body Shop Marketing to explore a lesser-known aspect of the collision industry. Daniel's been in this world since he was a kid, growing up in the family's body shop, and now he's on the frontlines helping collision shop owners navigate a changing landscape.We talk about what a Direct Repair Program (DRP) is, how it affects a shop's autonomy, and why relying on insurance companies for car count is a dangerous game. You'll hear how customer behavior is shifting even with DRPs in play and how shops that aren't actively marketing are gambling with their future.This episode is loaded with insights about the customer journey in the collision space, the rising importance of Google search, the power of reputation, and why the best time to market is when you don't need the work. Whether you're all mechanical or have a toe in the collision side, this is a conversation worth tuning into. This episode is sponsored by Shop Boss. You know, other shop management software makes you work, but Shop Boss works for you. AppFueled makes marketing easy. It's a CRM designed for auto repair shops with tools like segmentation, reminders, and even a call center. Don't wait, get started today at appfueled.comHow To Get In Touch With the GuestDaniel BurkholderBody Shop MarketingLagniappe (Books, Links, Other Podcasts, etc)Collision Vision Podcast by Cole StrandbergShow Notes with TimestampsHow To Get In TouchJoin The Auto Repair Marketing Mastermind Group on FacebookMeet The ProsFollow SMP on FacebookFollow SMP on InstagramGet The Ultimate Guide to Auto Repair Shop Marketing Book Email Us Podcast Questions or Topics Aftermarket Radio NetworkRemarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open DiscussionDiagnosing the Aftermarket A to Z with Matt Fanslow: From Diagnostics to Metallica and Mental Health, Matt Fanslow is Lifting the Hood on Life.The Weekly Blitz with Chris Cotton: Weekly Inspiration with Business Coach Chris Cotton from...

Most GTM teams are stuck in a 10-year-old playbook — Anthony Enrico, Founder and CEO of LeanScale, shows how to break the cycle. Previously Head of RevOps at Boast.AI, where he helped scale the company past $20M ARR, Anthony now advises and enables dozens of founders and revenue leaders to engineer growth without burning headcount. He also shares how they help high-growth startups scale RevOps with a lean, efficient GTM motion. Specifically, Anthony discusses:(05:25) Startups replace brute-force growth with RevOps to boost revenue per FTE.(15:49) Most teams underinvest in the brand despite its long-term impact.(20:29) Use a data warehouse — not your CRM — for unified reporting.(25:18) Clay transforms RevOps with scalable, integrated data enrichment.(30:48) Default uses AI to route leads and trigger workflows across tools.(35:42) Amplemarket targets fundraisers and job changes with precise outreach.(40:28) AI is most effective when humans fine-tune for quality and authenticity.(44:44) Early days are easiest — scaling means harder niches and messaging.(54:46) Bootstrapping forced them to hire fewer, better people and build processes early.(01:03:33) A solo GTM dashboard tracks pipeline, ops and conversion rates.Resources Mentioned:Anthony Enricohttps://www.linkedin.com/in/anthonyenrico/LeanScale | LinkedInhttps://www.linkedin.com/company/leanscale/LeanScale | Websitehttps://www.leanscale.teamAmplemarkethttps://www.amplemarket.com/Clayhttps://www.clay.com/Ocean.iohttp://ocean.ioDefaulthttps://www.default.com/ChurnZerohttps://churnzero.com/Riversidehttps://riverside.fm/This episode is brought to you by:Leverage community-led growth to skyrocket your business. From Grassroots to Greatness by author Lloyed Lobo will help you master 13 game-changing rules from some of the most iconic brands in the world — like Apple, Atlassian, CrossFit, Harley-Davidson, HubSpot, Red Bull and many more — to attract superfans of your own that will propel you to new heights. Grab your copy today at FromGrassrootsToGreatness.comEach year the U.S. and Canadian governments provide more than $20 billion in R&D tax credits and innovation incentives to fund businesses. But the application process is cumbersome, prone to costly audits, and receiving the money can take as long as 16 months. Boast automates this process, enabling companies to get more money faster without the paperwork and audit risk. We don't get paid until you do! Find out if you qualify today at https://Boast.AILaunch Academy is one of the top global tech hubs for international entrepreneurs and a designated organization for Canada's Startup Visa. Since 2012, Launch has worked with more than 6,000 entrepreneurs from over 100 countries, of which 300 have grown their startups to seed and Series A stage and raised over $2 billion in funding. To learn more about Launch's programs or the Canadian Startup Visa, visit https://LaunchAcademy.caContent Allies helps B2B companies build revenue-generating podcasts. We recommend them to any B2B company that is looking to launch or streamline its podcast production. Learn more at https://contentallies.com#RevOps #GTMstrategy #B2Bgrowth #Product #Marketing #Innovation #StartUp #GenerativeAI #AI

You know that meme… Charlie Day, crazed look, wall of string, pointing at chaos? That's the typical freelancer trying to make a decision. A simple pricing change? You're mapping out lifetime value, market benchmarks, “CFO-level cost abstractions” (whatever the hell that means). Meanwhile, someone else just ran a quick test, got a client, and moved on. While one person's “trying to decide on a niche”… Another one has tested 5 different offers and actually figured out what will sell. If you've been stuck in “procrasturbation”… Tweaking your logo. Updating your website. Getting ready to get ready… Instead of launching offers, testing, having conversations, and figuring it out by failing fast… Listen to THIS EPISODE now. And then DO SOMETHING. Move fast. Speed is king. And indecision is the tax you're paying. There's a specific reason I'm bringing this up now… Because I get so mad when I see freelancers getting stuck on this stuff when there is a simple path that leads directly to the 3% of clients who are ready to hire you right now. Later this week, we're offering something special to a handful of freelancers And it might have something to do with us handing you our entire client acquisition system. That includes funnels, follow-up, CRM. And we're covering the software cost too. More about that later this week. In the meantime check out the episode. For full show notes, visit https://6figurecreative.com/370

Think tripling your revenue requires fancy tools or complex strategies? Think again. In this quick-fire episode, Todd Toback reveals the real secret to explosive growth—and it's all about mastering the fundamentals. From using your CRM right to following up like a pro and selling for top dollar, this episode breaks down the basics you can't afford to skip.Perfect for real estate investors, wholesalers, and entrepreneurs who want fast, actionable advice that actually moves the needle.---------Show notes:(0:52) Beginning of today's episode(2:49) All leads needs to go to your CRM(2:53) Every lead needs to have a follow up(3:17) Are you selling your properties on top dollar(4:37) Keep those fundamentals(5:16) Focus on the fundamentals----------Resources:To speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?