Podcasts about crm systems

Geschätzte Lesedauer: 8 Minuten Es gibt Vertriebsfehler, die Aufträge kosten — und einer davon ist so alltäglich, dass ihn fast jeder täglich begeht. Hunderte Male. Ohne es zu merken. Genauer gesagt: Es ist eine einzige Nachricht. Sie killt mehr Deals als jeder Preiseinwand. Mehr als jeder Wettbewerber. Mehr als jede verpatzte Kaltakquise. Und zwar alle zusammen. Ich spreche konkret vom Autoresponder. Der klassischen „Bin dann mal weg"-Mail. Vielleicht denkst du jetzt: „Christopher, das ist doch Standard. Jeder hat eine Abwesenheitsnotiz." Genau das ist aber das Problem. Weil sie Standard ist, denkt niemand darüber nach. Was sie eigentlich kommuniziert. Und vor allem: was sie kostet. Eine Geschichte, die sich so zugetragen hat Um Ostern herum hat mich ein Kunde um Hilfe gebeten. Es ging um die Auswahl eines CRM-Systems. Wer sowas schon mal gemacht hat, weiß: Das ist nervenaufreibend. Und verdammt wichtig. Schließlich ist das CRM das digitale Rückgrat deines gesamten Vertriebs. Wir hatten zwei Anbieter in der engeren Auswahl. Zwei starke Lösungen. Zwei motivierte Sales-Teams. Vor Ostern liefen die Drähte heiß. Denn es ging auf eine Entscheidung zu. Die Nerven waren blank. Kurz vor dem Finale schickte der Projektleiter noch eine letzte Frage. Gleiche Mail. Gleiche Uhrzeit. An beide Anbieter. Bei Anbieter A kam zurück: ein Autoresponder. „Ich bin bis zum 30. im Urlaub. In dringenden Fällen wenden Sie sich an meinen Kollegen XY." Der Projektleiter war fassungslos. Der Vertriebler war einfach weg. Ohne Vorankündigung. Ohne Übergabe. Er schrieb den Vertriebsleiter an. Auch von dem: Autoresponder. „Bin ebenfalls nicht erreichbar. Meine Assistentin hilft weiter." In diesem Moment klingelte sein Handy. Mitten in die Wut hinein. Anbieter B. Jemand sagte: „Herr Mayer hier. Mein Kollege ist heute leider nicht da — aber ich habe Ihre Nachricht gesehen und bin direkt ins System. Ihre Antwort habe ich vorbereitet. Wollen wir kurz sprechen?" Die Entscheidung war damit gefallen. Nicht wegen des Preises. Nicht wegen der Features. Sondern weil einer einfach da war. Der andere nicht. Ein Autoresponder hat diesen Deal gekillt. Und das in weniger als fünf Sekunden. Daran siehst du also: Es geht nicht um große Strategie — sondern um solche kleinen, alltäglichen Vertriebsfehler die Aufträge kosten. Was dein Kunde wirklich will — und was ihn zum Abbruch bringt McKinsey hat Ende 2025 über 3.600 B2B-Einkäufer befragt. Das Ergebnis ist brutal ehrlich. Die wichtigsten Gründe, warum Einkäufer einen Lieferanten verlassen: 52 %: Verschiedene Teams geben widersprüchliche Informationen zu Preis, Verfügbarkeit oder Lieferzeit. 52 %: Ich kann die Person mit dem richtigen Wissen nicht erreichen. 51 %: Der Lieferant kann nicht kanalübergreifend kommunizieren. 50 %: Keine auf mein Geschäft zugeschnittene Vertriebserfahrung. Merkst du was? Keiner dieser Gründe hat mit Preis oder Produkt zu tun. Es geht ausschließlich um Erreichbarkeit und Reibungslosigkeit. Das nennt man Customer Effort. Der Kunde will nämlich gar nicht „begeistert" werden. Er will einfach keine Steine im Weg. Die Harvard Business Review hat das schon 2010 gezeigt. Nicht Begeisterung treibt Loyalität. Sondern wie einfach der Kunde sein Problem lösen kann. Deshalb bestätigt Gartner das auch: Kunden mit nur einer schwierigen Interaktion haben eine viermal niedrigere Loyalität. Schlimmer noch: 81 Prozent verbreiten danach negative Mundpropaganda. Ein Autoresponder ist die Definition einer schwierigen Interaktion. Vertriebsfehler die Aufträge kosten: Die drei Szenarien, in denen dein Autoresponder zuschlägt 1. Der Neukunde Stell dir vor: Jemand wurde dir empfohlen. „Sprich mal mit dem Account Manager da. Der ist super." Der Interessent schreibt dir eine Mail. Vielleicht der wichtigste Neukunde des Jahres. Und was kommt zurück? „Bin im Urlaub. Melden Sie sich bei..." Glaubst du wirklich, der ruft jetzt einen fremden Kollegen an? Und erklärt dem alles nochmal von vorne? Vergiss es. Der hat nämlich nicht nur dich angeschrieben. Sondern zwei, drei andere auch. Außerdem zeigt die Studie von Drift: Wer zuerst antwortet, hat eine über 50 Prozent höhere Chance auf den Auftrag. Völlig unabhängig von Preis und Leistung. Dein Autoresponder hat dir diesen Vorsprung genommen. Und zwar endgültig. 2. Der Kunde im Angebotsprozess Noch schmerzhafter. Du hast Wochen investiert. Präsentationen gehalten. Referenzen geschickt. Der Kunde ist heiß. Er will abschließen. Und hat noch eine letzte Frage. Du bist im Urlaub. Dein Autoresponder sagt: „Kümmer dich selbst." Zwei Wochen später fragst du dich: „Was ist eigentlich aus dem Angebot geworden? Der Kunde meldet sich einfach nicht mehr." Doch. Hat er. Du hast nur nicht geantwortet. 3. Der treue Bestandskunde Der, der seit Jahren bei dir kauft. Der ein Problem hat und schnell Hilfe braucht. Dein Autoresponder signalisiert ihm: „Meine Freizeit ist wichtiger als dein Problem." Dazu fällt mir Anthony Iannarino ein. Einer der klügsten Sales-Köpfe der USA. Er bringt es auf den Punkt: „Abwesenheit lässt die Zuneigung nicht wachsen. Sie lässt sie abwandern. Mehr Kunden gehen durch Vernachlässigung verloren als durch jede andere Ursache." Vernachlässigung. Genau das tut dein Autoresponder. „Aber ich habe doch ein Recht auf Urlaub!" Ja, hast du. Absolut. Darum geht es aber gar nicht. Es geht nämlich um den Unterschied zwischen Person und Firma. Dein Kunde will etwas von deinem Unternehmen. Und dein Unternehmen muss dafür sorgen, dass seine Customer Experience einfach und schnell ist. Völlig egal, ob du gerade am Strand liegst. Sam Walton, der Gründer von Walmart, hat es einmal so gesagt: „Es gibt nur einen Chef — den Kunden. Und der kann jeden im Unternehmen feuern. Vom Vorstand abwärts. Einfach indem er sein Geld woanders ausgibt." Der Kunde muss sich nicht um deine interne Organisation kümmern. Er muss nicht warten. Und vor allem: Er muss nicht dreimal nachfragen. Im Gegenteil: Seine Aufgabe endet, sobald er auf „Senden" klickt. Ab da ist es deine Bringschuld. Punkt. So machst du es besser: Drei Stufen der Vertriebs-Erreichbarkeit Stufe 1: Proaktiv kommunizieren (kostet nichts) Wenn du länger als zwei, drei Tage weg bist: Informiere deine wichtigsten Kunden. Und zwar vor deiner Abreise. Nicht durch einen Autoresponder — sondern proaktiv. „Hallo Herr Kunde, ich bin von Donnerstag bis Dienstag auf einer Familienfeier. Kein Problem — mein Kollege Peter Mayer übernimmt. Er ist komplett eingearbeitet und kann jede Frage sofort beantworten. Sie erreichen ihn unter [Durchwahl/Mail]." Am besten stellst du den Kollegen vorher schon vor. In einem gemeinsamen Call oder per Mail. Dann kennt der Kunde ihn nämlich. Und fühlt sich nicht abgeschoben. Stufe 2: Echte Übergabe mit Substanz (braucht Struktur) Telefon umstellen. E-Mail-Zugriff für die Vertretung. Und vor allem: Das CRM so pflegen, dass jeder Kollege innerhalb von 30 Sekunden versteht, was Phase ist. Wenn ein Kunde anruft und du nicht da bist, sollte nicht der Praktikant rangehen. Der dann sagt: „Äh, der Herr Müller ist nicht da. Keine Ahnung, worum es geht. Soll er zurückrufen?" Besser so: „Herr Mayer hier, Kollege von Herrn Müller. Ich sehe gerade im System: Es geht um den Projektabschluss Phase 2. Angebot vom 12. Juni. Hier ist Ihre Antwort. Wollen wir's kurz besprechen?" Das ist 2026 übrigens kein Hexenwerk mehr. CRM-Systeme. Cloud-Telefonanlagen. Shared Inboxes. Das kostet nämlich nur ein paar Euro im Monat. Und spart dir hunderttausende an verlorenen Deals. Stufe 3: Hyperpersonalisierung (der echte Wettbewerbsvorteil) Die Top-Performer im B2B-Vertrieb gehen noch weiter. McKinsey zeigt nämlich: Diese Unternehmen wachsen 15 Prozent schneller als der Durchschnitt. Die anderen schaffen nur 7 Prozent. Was heißt das konkret? Ein Dealroom für jeden Kunden. Eine gemeinsame Projektseite. Alle Ansprechpartner sichtbar — inklusive Verfügbarkeitsstatus. Alle Dokumente und der aktuelle Stand an einem Ort. Der Kunde sieht sofort: Wer ist da? Wen spreche ich an? Und für Routinefragen findet er die Antwort vielleicht sogar direkt auf der Seite. Ohne überhaupt jemanden zu kontaktieren. Das ist längst keine Science-Fiction mehr. Es gibt Standardsoftware, die das abbildet. Und Kunden lieben es. Denn sie bekommen damit endlich, was sie wirklich wollen: Kontrolle und Geschwindigkeit. Quick Takeaways Dein Autoresponder tötet Deals. Jeden Tag. Auch wenn du es nicht mitbekommst. Der Kunde will keine Begeisterung — er will keine Hindernisse. Customer Effort ist der Loyalitätstreiber Nr. 1. Jeder Kundenkontakt ist ein „Moment der Wahrheit" (Jan Carlzon). Ein Autoresponder ist immer ein negativer Moment. 50 % der Einkäufer verlassen einen Lieferanten, weil sie die richtige Person nicht erreichen (McKinsey 2025). Proaktive Abwesenheits-Kommunikation kostet dich 2 Minuten. Einen verlorenen Kunden reinzuholen kostet dich dagegen Wochen. Eine echte Urlaubsvertretung braucht CRM-Zugriff und Telefonumstellung. Nicht „ruf doch mal den Soundso an". Dealrooms und Hyperpersonalisierung sind keine Spielerei — sie bringen 15 % mehr Wachstum als der Durchschnitt. FAQ: Häufige Fragen zum Autoresponder Warum ist ein Autoresponder schädlich für den Vertrieb? Er signalisiert: „Meine Abwesenheit ist wichtiger als dein Anliegen." Der Kunde soll einen fremden Kollegen anrufen und alles nochmal erklären. Die meisten tun das nicht. Sie gehen zum Wettbewerber. Schnelle Reaktion ist der wichtigste Conversion-Faktor — ein Autoresponder macht das unmöglich. Was ist die beste Alternative zur klassischen Abwesenheitsnotiz? Die proaktive Kommunikation vor der Abwesenheit. Informiere aktive Kunden und Interessenten, bevor du gehst. Stelle außerdem eine echte Vertretung vor — jemanden, der das CRM kennt und sofort antworten kann. Ideal ist ein Dealroom. Oder eine Projektseite. Dort sehen Kunden, wer verfügbar ist. Und finden direkt Antworten. Wie richte ich eine professionelle Urlaubsvertretung im Vertrieb ein? Erstens: CRM und E-Mail-Zugriff für die Vertretung sicherstellen. Zweitens: Telefon auf den Kollegen umstellen. Drittens: Die Vertretung proaktiv beim Kunden vorstellen — am besten noch vor der Abreise. Außerdem alle offenen Vorgänge dokumentieren. Mit Status und nächsten Schritten. So kann der Vertreter selbstständig antworten. Was kostet ein verlorener Kunde durch schlechte Erreichbarkeit? McKinsey beziffert die Wahrscheinlichkeit eines Lieferantenwechsels bei schlechter Erreichbarkeit auf über 50 Prozent. Dazu kommt nämlich: Negative Kundenerfahrungen führen zu viermal niedrigerer Loyalität. Und 81 Prozent verbreiten danach negative Mundpropaganda. Ein verpasster Anruf kostet also nicht nur den aktuellen Deal. Sondern auch zukünftige — durch Reputationsverlust. Kann ich im Urlaub komplett abschalten, ohne Kunden zu verlieren? Ja — mit dem richtigen System. Der Schlüssel: Das Unternehmen bleibt erreichbar, nicht die Person. Dafür brauchst du drei Dinge. Erstens: einen gut eingearbeiteten Vertreter. Zweitens: ein CRM mit vollständiger Dokumentation. Drittens: eine gemeinsame Projektseite als Dealroom. So bekommen Kunden jederzeit Antworten — während du völlig offline bist. Entscheidend ist die Vorbereitung. Wer im CRM nur Stichworte hinterlässt, kann keine saubere Übergabe erwarten. Anleitung: Bessere Erreichbarkeit in 6 Schritten So verhinderst du ab sofort, dass deine Abwesenheit Kunden kostet. CRM-Check: Sind alle offenen Vorgänge aktuell dokumentiert? Kann ein Kollege innerhalb von 30 Sekunden verstehen, was Phase ist? Wenn nicht: nacharbeiten. Telefonanlage prüfen: Rufumleitung auf Vertretung einrichten. Keine Weiterleitung ins Leere. Idealerweise mit Rufnummernerkennung, die sofort den Kundendatensatz öffnet. Proaktiv informieren: Drei Tage vor Abwesenheit alle aktiven Kontakte per Mail anschreiben. Vertretung namentlich vorstellen. Erreichbarkeit nennen. Übergabestatus bestätigen. Außerdem: ruhig auch anrufen, nicht nur mailen. Vertretung briefen: 30-Minuten-Call mit dem Kollegen. Durchgehen: Welche Deals sind heiß? Welche Kunden brauchen besondere Aufmerksamkeit? Wo liegen die Antworten? Eigene Abwesenheitsnotiz optimieren: Falls du doch eine brauchst: Kein „ich bin nicht da". Sondern konkrete Vertretung mit Namen und Durchwahl. Mit dem Hinweis, dass die Vertretung bereits informiert ist. Rückkehr-Check: Nach dem Urlaub prüfen: Welche Kunden haben sich gemeldet? Wurden alle Anfragen beantwortet? Was kannst du beim nächsten Mal noch besser machen? Schließlich geht es um kontinuierliche Verbesserung.

Thank you for joining us for another episode of Building the Premier Accounting Firm, the show that helps you grow your firm. Today, host Roger Knecht interviews Irene Seelig, CEO and co-founder of AccountGroove, to discuss how accounting firms can stop undercharging and wasting time on bad-fit clients. They cover building scalable advisory practices, leveraging AI for lead-to-paid systems, and the importance of CRMs in managing client relationships for accounting success. In This Episode: 00:00 Introducing AccountGroove and Irene Seelig 03:39 Why Accountants Undercharge for Services 08:19 Leveraging AI for Pricing & Packaging 13:43 Avoiding Bad-Fit Clients 17:43 Intentional Lead Generation and Responsiveness 20:42 Scaling Through Advisory Practices 26:34 Managing Client Expectations and Accessibility 30:07 Understanding and Leveraging a CRM System 36:13 From Lead to Paid: Streamlining Client Acquisition 39:54 Gratitude and Closing Remarks Key Takeaways: Reframe pricing from an hourly mindset to a value-based perspective, focusing on the outcomes provided to clients. Utilize data and AI to optimize proposal conversions and determine appropriate pricing for services, avoiding undercharging. Implement intentional lead generation and a scoring system to filter out bad-fit clients and focus on ideal niches. Respond to leads quickly using automated systems to significantly increase conversion rates. Introduce advisory services into bookkeeping and tax businesses to create recurring revenue models and increase firm profitability. Featured Quotes: "The value that they provide was just undercharged for, you know, the output that we ended up receiving from that sale." — Irene Seelig "If you don't respond within 60 seconds to a lead, you're, it's, you're dropping the conversion rate." — Irene Seelig "Accounting success is universal." — Roger Knecht Behind the Story: Irene Seelig and her co-founder built and sold a successful tech firm, working with major brands like Adidas and Burberry. This experience highlighted the crucial, yet often undervalued, role of their accountants and bookkeepers in the sale. This realization inspired them to create AccountGroove, a "lead-to-paid" system designed specifically for accounting firms. Their goal is to help these firms recognize their worth, charge appropriately, and build efficient, scalable businesses by leveraging data, AI, and strategic client management. Top 3 Highlights: Value-Based Pricing: Shift from hourly billing to value-based pricing, using data to inform proposals and increase contract values. Smart Client Filtering: Implement an AI-powered lead scoring system to identify ideal clients, automate responses, and route leads efficiently. Scalable Advisory: Transform traditional bookkeeping and tax services into recurring advisory models to boost firm profitability and client engagement. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get one month free when you sign up by booking a demo at www.accountgroove.com/universalaccounting    Are you ready for a change, both personally and professionally?  Then accept and participate in the Accountrepreneurs Challenge.  This is a FREE opportunity to apply best practices and make this the best year yet in your career.   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This conference is one you don't want to miss.   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds."  "in the BLACK, Nine Principles to Make Your Business Profitable"  "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business.  "Your Profit & Growth Expert" - Offer CFO & Advisory services with confidence and competence.  Take the time to understand what your clients expect from you as their accountant. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.     For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

In part two of the customer retention series, Stacey dives into one of the most powerful — and often overlooked — ways to keep customers coming back: building genuine relationships. From remembering names to creating simple systems that help customers feel seen, heard and valued, this episode explores why retention is far more effective than constantly chasing new customers. Stacey shares practical examples from her own business, explains how small personal touches can dramatically increase loyalty, and challenges business owners to embed relationship-building into their daily processes. If you want stronger customer connections, better retention and more sustainable revenue, this episode delivers simple strategies you can start using immediately.See omnystudio.com/listener for privacy information.

Geschätzte Lesedauer: 12 Minuten Du willst komplexe B2B Deals gewinnen und fragst dich, warum so viele Angebote im Nirvana verschwinden? Was glaubst du, ist eigentlich der häufigste Grund, warum du Aufträge verlierst? Der Wettbewerb? Der Preis? Dein Produkt? Falsch. Denn der häufigste Grund ist, dass dein Kunde sich gar nicht entscheidet. Er sagt also nicht „Nein, wir nehmen den anderen". Stattdessen sagt er: „Wir warten erst mal ab." Genau hier liegt das Problem, das deine Pipeline aufbläht und außerdem deine Marge frisst. 40 bis 60 Prozent aller qualifizierten B2B-Pipelines enden in „No Decision". Das ist also zwei- bis dreimal so viel, wie du an den Wettbewerb verlierst. Folglich zeige ich dir in dieser Folge, warum das so ist und wie du als Verkäufer im Mittelstand vom ahnungslosen Hoffnungsverkäufer zum gefragten Entscheidungsarchitekten wirst. Wir reden über Buying Center, über die drei Phasen jeder Kaufentscheidung und außerdem über die eine Frage, die du stellen musst, bevor du jemals wieder ein Angebot rausschickst. Warum 60 % deiner Pipeline im komplexen B2B Vertrieb in „No Decision" enden Lass uns ehrlich sein. Du steckst Tage, manchmal sogar Wochen in ein Angebot. Dein Team ist beschäftigt. Die Kalkulation steht. Außerdem hat dein Vertrieb das Ding gefühlt schon im Sack. Und dann? Funkstille. Kein Auftrag, keine Absage, einfach nichts. Das ist kein Einzelfall, sondern die Regel. Studien zeigen seit Jahren das gleiche Bild: Der größte Wettbewerber im B2B ist nicht der Anbieter um die Ecke. Vielmehr ist es die Nicht-Entscheidung. Der Kunde verschiebt, vertagt oder vergisst. Manchmal hat er auch intern einfach keinen Konsens erreicht, was er überhaupt will. Gartner hat 2025 untersucht, wie B2B-Buying-Committees ticken. Das Ergebnis: 74 Prozent dieser Buying-Teams zeigen einen ungesunden Konflikt während des Entscheidungsprozesses. Das ist also keine produktive Meinungsverschiedenheit, sondern lähmender Stillstand. Forrester legt sogar noch nach: 86 Prozent aller B2B-Käufe kommen in den frühen Phasen ins Stocken, bevor überhaupt ein Lieferant ausgewählt wird. Wenn du also brav wartest, bis der Kunde mit einer Anfrage auf dich zukommt, bist du nicht im Spiel. Im Gegenteil: Du bist Teil des Problems. Tote Pferde reiten – das große Pipeline-Märchen Viele Verkäufer im Mittelstand reiten tote Pferde. Sie haben Pipelines, die voll aussehen, aber zu 80 Prozent aus Angeboten bestehen, die niemals einen Auftrag werden. Das frisst Zeit, Geld und außerdem deine Brainpower. Folglich lenkt es dich von den wenigen, wirklich relevanten Deals ab. Eine Not-to-do-Liste ist hier oft wirksamer als jede Akquise-Kampagne. Welche Angebote schreibst du nicht? Wo investierst du keine Stunde mehr? Im transaktionalen Geschäft („Schick mir mal eine Kiste Schrauben") magst du mit Masse arbeiten. Aber im komplexen B2B Vertrieb, in dem dein Kunde mit der Entscheidung ein echtes Risiko eingeht, gilt das Gegenteil. Die drei Phasen jeder B2B-Kaufentscheidung Damit du komplexe B2B Deals gewinnen kannst, musst du zuerst verstehen, wie eine Kaufentscheidung beim Kunden überhaupt entsteht. Es sind drei Phasen, und in keiner davon stehst du als Verkäufer automatisch im Mittelpunkt. Phase 1: Das Problem erkennen und priorisieren Bevor irgendetwas passiert, muss intern jemand sagen: „So kann es nicht weitergehen." Ein Beispiel: Der Vertriebsleiter merkt, dass die Daten über seinen Vertriebsprozess nicht reichen. Folglich kann er sein Team nicht steuern. Erst wenn dieses Problem benannt und priorisiert ist, entsteht überhaupt Handlungsdruck. Ohne diesen Druck passiert gar nichts. Null. Nada. Phase 2: Den Lösungsweg wählen Jetzt wird es spannend. Der Kunde überlegt nämlich, wie er das Problem lösen kann. Stellt er jemanden ein? Nimmt er ein neues CRM-System? Oder beauftragt er eine Beratung? Hier sitzt plötzlich nicht mehr nur der Vertriebsleiter am Tisch. Stattdessen kommen IT, Controlling, Marketing und Geschäftsführung dazu. Genau hier entsteht das Buying Center B2B – das Einkaufsgremium, das gemeinsam entscheidet. Und genau hier scheitern die meisten Projekte. Nicht etwa, weil die Leute böse sind, sondern weil sie sich intern nicht einig werden, was die beste Lösung ist. Phase 3: Den Lieferanten auswählen Das ist die einfachste Phase – aber nur für den Kunden. Er hat sich entschieden, was er will. Jetzt googelt er, vergleicht und holt drei Angebote ein. Genau hier kommen die meisten Verkäufer ins Spiel. Allerdings zu spät. Wenn du erst in Phase 3 auftauchst, sind die Kriterien schon definiert. Folglich bist du austauschbar. Es geht nur noch um Preis und Spezifikation. Damit bist du einer von vielen, der eine Ausschreibung beantwortet. Willkommen also in der Margenhölle. Buying Center B2B: Mit wem du wirklich sprechen musst Verkaufst du komplexe Lösungen, verkaufst du nie an „den Entscheider". Vielmehr verkaufst du an ein Gremium. Forrester hat in einer Studie aus 2025 nachgewiesen: An einer typischen B2B-Kaufentscheidung sind 13 interne Stakeholder und 9 externe Beteiligte involviert. Das ist also kein Meeting mehr, sondern eine Konferenz. Jeder dieser Stakeholder hat andere Prioritäten: Der Einkauf denkt an Kosten und Compliance. Der Fachbereich will Funktionalität und außerdem einen einfachen Alltag. Die IT denkt an Integration, Sicherheit und ihren ohnehin schon vollen Schreibtisch. Die Geschäftsführung will den strategischen Wert sehen. Legal will Verträge prüfen, die nicht zur Falle werden. Diese Leute reden oft gar nicht miteinander. Außerdem haben sie unterschiedliche Risikoprofile, Budgetverantwortungen und manchmal sogar unterschiedliche Zeitzonen. Das Ergebnis ist meistens nicht „Wir machen es nicht", sondern „Wir warten ab". Und genau das ist No Decision. Die gute Nachricht im Chaos des Buying Center B2B Wenn ein Buying Center es schafft, einen Konsens zu erreichen, ist die Wahrscheinlichkeit, dass der Deal auch wirklich durchgezogen wird, 2,5 Mal so hoch. Das heißt: Wenn du es schaffst, dem Gremium beim Konsens zu helfen, hast du einen riesigen Hebel. Genau das ist heute deine Aufgabe als Verkäufer im Mittelstand. Nicht charmant lächeln. Sondern moderieren, strukturieren und vor allem führen. Komplexe B2B Deals gewinnen: Vom Hoffnungsverkäufer zum Entscheidungsarchitekten Hier kommt der entscheidende Mindset-Shift, den du im Kopf machen musst. Ein Angebot ist nämlich kein Akquise-Tool. Vielmehr ist ein Angebot die Bestätigung eines gemeinsam erarbeiteten Lösungswegs. Es gehört auf Stufe 3. Wenn Stufe 1 und 2 nicht abgeschlossen sind, macht ein Angebot überhaupt keinen Sinn. Der Hoffnungsverkäufer schreibt 50 Angebote pro Quartal und betet, dass eines davon zurückkommt. Der Entscheidungsarchitekt dagegen schreibt 10 Angebote, von denen 7 gewonnen werden – weil er vorher gemeinsam mit dem Kunden den Boden bereitet hat. Welcher von beiden willst du sein? Früh rein, statt spät reagieren: Der Challenger-Ansatz für komplexen B2B Vertrieb Die wirklich starken Verkäufer im Mittelstand sind nicht die, die schnell Angebote rausballern. Im Gegenteil: Es sind die, die früh beim Kunden auf der Matte stehen. Idealerweise, bevor der Kunde das Problem überhaupt erkannt hat. Stell dir vor, du gehst zu einem potenziellen Kunden und sagst: „Bei euch läuft im Vertrieb scheinbar alles super. Aber wusstet ihr, dass euer Wettbewerb längst Datenmodelle nutzt, mit denen er eure besten Kunden gezielt abfischen kann? Wenn ihr da nicht in den nächsten zwölf Monaten nachzieht, habt ihr ein massives Problem." Das ist die Idee hinter dem Challenger Sale. Du provozierst, du bringst neue Perspektiven und außerdem schaffst du den Handlungsdruck, der intern noch fehlt. Und – by the way – du bist der Anbieter, der das Problem lösen kann. So bist du nicht mehr Teilnehmer einer Ausschreibung, sondern Architekt der Entscheidung. Bevor du das nächste Angebot schreibst: Diese Fragen MUSST du stellen Wenn ein Kunde sagt „Schicken Sie uns mal ein Angebot", ist das der Moment, in dem 80 Prozent der Verkäufer den größten Fehler ihrer Woche machen. Sie sagen nämlich begeistert „Ja, mache ich!" und verschwinden zwei Wochen in der Angebotsstube. Mach das bitte nicht. Stell stattdessen Fragen. Diese hier: Gibt es ein definiertes Budget oder zumindest einen Investitionsrahmen? Gibt es einen konkreten Zeitdruck oder ein Critical Event (z. B. auslaufende Lizenzen, neue Mitarbeiter, regulatorische Frist)? Wer ist am Entscheidungsprozess beteiligt? Wie läuft so eine Entscheidung typischerweise bei euch ab? Wer wird das am Ende unterschreiben – und was ist für diese Person besonders wichtig? Was passiert, wenn ihr nichts tut? Welche Konsequenz hat die Nicht-Entscheidung? Wenn dein Ansprechpartner diese Fragen nicht beantworten kann oder will, ist das ein Signal. Entweder bist du beim falschen Menschen. Oder du bist zum falschen Zeitpunkt da. Beides ist also wichtig zu wissen, bevor du Tage in ein Angebot investierst, das nie kommen wird. Übrigens: Manchmal steckt hinter „Schick uns ein Angebot" schlicht die Botschaft: „Geh mir nicht auf den Sack und verpiss dich." Auch das musst du herausfinden. Mit Fragen. Die Stakeholder-Map: Dein wichtigstes Werkzeug im B2B Entscheidungsgremium Um das B2B Entscheidungsgremium wirklich zu verstehen, brauchst du eine Stakeholder-Map. Das ist eine Karte, auf der du gemeinsam mit deinem Ansprechpartner aufzeichnest, wer in welcher Rolle an der Entscheidung beteiligt ist. Wer ist Promoter, wer ist Blocker, wer ist Mobilizer und wer ist Gatekeeper? Amerikanische Studien zeigen: Unternehmen, die systematisch eine Stakeholder-Influencer-Map aufstellen, haben fast 40 Prozent höhere Gewinnchancen in ihrer Pipeline. Logisch. Wenn nämlich irgendwo im Unternehmen jemand sitzt, der dich blockiert, wird dein Angebot nicht gewinnen, egal wie schön es ist. Die richtigen Fragen für deine Stakeholder-Map Stell deinem Ansprechpartner diese Fragen, um die Map gemeinsam zu bauen: Mit diesen Fragen baust du eine belastbare Stakeholder-Map und kannst komplexe B2B Deals gewinnen. Wer muss bei einer Investition in dieser Größenordnung mit am Tisch sitzen? Damit findest du Einkauf, IT, Legal, Fachbereich und außerdem die Geschäftsführung. Gab es in der Vergangenheit ähnliche Projekte, die intern gescheitert sind? Woran lag das? Damit erkennst du Haken und Ösen, bevor du reintappst. Wer könnte interne Bedenken haben – und welche? Damit identifizierst du Blocker, bevor sie aktiv werden. Wer hat zuletzt eine ähnliche Entscheidung erfolgreich intern durchgebracht? Wie hat er das gemacht? Damit findest du den Mobilizer – die Person, die intern verkaufen kann. Was passiert, wenn ihr nichts tut? Damit machst du den Schmerz der Nicht-Entscheidung greifbar. Wenn du diese Map gemeinsam mit deinem Ansprechpartner erstellst, passiert etwas Magisches. Erstens: Du siehst sofort, wie tief er selbst im Thema drin ist. Zweitens: Er commitet sich automatisch stärker, weil er aktiv mitgearbeitet hat. Und drittens: Du kannst plötzlich viel besser einschätzen, ob und wann das Angebot kommt – und außerdem, woran es vielleicht hängt. Mobilizer finden – die Geheimwaffe, um komplexe B2B Deals zu gewinnen Im Buch The Challenger Customer beschreiben Brent Adamson und Matthew Dixon eine Rolle, die im Buying Center alles entscheidet: den Mobilizer. Das ist nämlich die Person, die intern andere überzeugen kann. Die Veränderung treiben will. Die nicht nur nett zuhört, sondern das Projekt aktiv durchdrückt. Talker und Blocker gibt es genug. Mobilizer dagegen sind selten. Aber wenn du einen findest und ihn richtig ausstattest – mit Argumenten, mit Daten und außerdem mit einer klaren Story – wird er für dich intern arbeiten. Das ist also der einzige Hebel, der „Unhealthy Conflict" in einem Buying Committee aufbrechen kann. Quick Takeaways: Was du sofort umsetzen kannst 40 bis 60 Prozent aller B2B-Angebote enden in No Decision – das ist also dein größter Wettbewerber, nicht der Mitbewerber. Eine Kaufentscheidung läuft in drei Phasen ab: Problem erkennen, Lösungsweg wählen und außerdem Lieferant auswählen. Sei früh dabei, nicht erst in Phase 3. 13 interne und 9 externe Stakeholder sind im Schnitt an einer komplexen B2B-Entscheidung beteiligt – verkaufe also nie an „den einen Entscheider". 74 % der Buying-Teams erleben ungesunden Konflikt – folglich ist es deine Aufgabe, Konsens zu moderieren. Ein Angebot ist kein Akquise-Tool, sondern die Bestätigung eines gemeinsam erarbeiteten Lösungswegs. Stelle die fünf Killer-Fragen (Budget, Critical Event, Buying Center, Unterzeichner, Konsequenz der Nicht-Entscheidung), bevor du auch nur eine Excel-Zeile für ein Angebot tippst. Bau eine Stakeholder-Map mit deinem Ansprechpartner – das erhöht deine Win-Rate um bis zu 40 %. Pragmatismus zum Schluss Musst du das bei jedem Angebot durchziehen? Nein. Wenn du einen Bestandskunden hast, der seit Jahren zuverlässig kauft und dir Aufträge zuschiebt – dann mach es einfach. Aber selbst dann lohnt es sich, regelmäßig zu hinterfragen: Habe ich wirklich alles erfasst? Verkaufe ich nur an meinen einen Ansprechpartner – oder gibt es da intern noch jemanden, an den ich verkaufen könnte? Sehr viele Verkäufer lassen genau hier viel Geld liegen. Die Regel: Bei jedem komplexen Deal, bei dem es um Risiko, Investition und Veränderung geht, stell die Fragen. Bau die Map. Werde zum Architekten. Sonst bleibst du Hoffnungsverkäufer. Fazit: Komplexe B2B Deals gewinnen ist eine Frage der Methode Wenn du im Mittelstand komplexe B2B Deals gewinnen willst, hilft dir kein neues CRM-System und auch keine geschliffene Verkaufsphrase. Was dir wirklich hilft, ist ein anderes Selbstverständnis. Du bist nicht mehr der Anbieter, der ein Angebot abgibt. Vielmehr bist du der Architekt, der einem Buying Center hilft, eine Entscheidung zu treffen, die alle tragen. Das ist Arbeit. Außerdem ist es mehr Zeit pro Deal. Aber es ist die einzige Methode, mit der du raus aus dem No-Decision-Sumpf kommst und endlich wieder planbar gewinnst. Folglich steigt deine Win-Rate, deine Marge auch – und nebenbei hörst du auf, tote Pferde zu reiten. Frag dich heute Abend: An welchen drei Deals in meiner Pipeline arbeite ich gerade, ohne wirklich zu wissen, wie der Kunde entscheidet? Dann ruf morgen früh dort an. Stell die Fragen. Bau die Map. Und falls du dabei Unterstützung brauchst – mein Team und ich helfen Vertriebsleitern und Unternehmern im Mittelstand genau dabei. Buch dir hier dein kostenloses Strategiegespräch und wir schauen uns deine Pipeline gemeinsam an: Termin mit Chris vereinbaren. FAQ – Komplexe B2B Deals gewinnen Was bedeutet „No Decision" im komplexen B2B Vertrieb? „No Decision" heißt, dass ein Kunde sich am Ende eines Verkaufsprozesses gar nicht entscheidet – weder für dich noch gegen dich. Statt eines Auftrags oder einer Absage passiert: nichts. Studien zeigen, dass 40 bis 60 % aller qualifizierten B2B-Pipelines so enden. Folglich ist das im komplexen B2B Vertrieb der größte Verlustgrund – größer als jeder Wettbewerber. Was ist ein Buying Center B2B? Ein Buying Center B2B (auch Einkaufsgremium oder B2B Entscheidungsgremium) ist die Gruppe von Personen, die im Unternehmen eines Kunden gemeinsam über einen Kauf entscheidet. Im Schnitt sind das 13 interne und außerdem 9 externe Stakeholder. Dazu gehören Fachbereich, Einkauf, IT, Legal und Geschäftsführung – jede Rolle mit eigenen Prioritäten. Wie viele Personen sind an einer B2B-Kaufentscheidung beteiligt? Forrester hat 2025 ermittelt, dass an einer typischen komplexen B2B-Kaufentscheidung im Schnitt 13 interne und 9 externe Stakeholder beteiligt sind. Frühere Studien sprachen dagegen von 5,4 Personen – die Zahl ist in den letzten Jahren also massiv gestiegen, weil Risiken, Compliance und Digitalisierung mehr Abteilungen einbinden. Welche Fragen muss ich stellen, um komplexe B2B Deals gewinnen zu können? Mindestens fünf: Gibt es ein konkretes Budget? Gibt es einen Critical Event mit Zeitdruck? Wer ist im Buying Center? Wer unterschreibt am Ende und was ist diesem Menschen wichtig? Und außerdem: Was passiert, wenn der Kunde nichts tut? Wer diese Fragen nicht beantwortet bekommt, schreibt das Angebot oft umsonst. Was ist ein Mobilizer im komplexen B2B Vertrieb? Ein Mobilizer ist eine Person im Buying Center, die intern Veränderung treiben kann und auch will. Er überzeugt Kollegen, räumt Widerstände aus und treibt das Projekt zum Abschluss. Im Buch „The Challenger Customer" wird er als entscheidender Hebel beschrieben, um komplexe B2B Deals gewinnen zu können – weil ohne ihn der interne Konsens kaum entsteht. Was nimmst du mit? Welche Frage aus dieser Folge wirst du beim nächsten komplexen Angebot zuerst stellen? Schreib es gerne in die Kommentare auf YouTube oder schick mir eine Nachricht auf LinkedIn. Und wenn dir die Folge geholfen hat: Teile sie mit einem Vertriebskollegen, der gerade mal wieder ein Angebot in den Wind schreibt. Das ist nämlich die beste Hilfe, die du ihm heute geben kannst.

In this episode, Scott Bursey interviews Jennifer Staats, the CEO of SureSend, about innovative client communication strategies for real estate professionals. They explore how to build systems for lead follow-up, nurture long-term relationships, and leverage AI and automation to outperform the competition.   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   —--------------------

Du bekommst Anfragen – aber wie viele werden wirklich Mandate? In dieser Folge zeigen wir den kompletten Schritt-für-Schritt-Plan, wie du aus jeder Anfrage das Maximum holst: von der Reaktionszeit über das Erstgespräch bis hin zum Follow-up-System. Was du in dieser Folge lernst: - Warum Reaktionszeit unter 5 Minuten dein stärkster Hebel ist - Wie das Erstgespräch ein echtes Verkaufsgespräch wird – ohne dass du dich wie ein Verkäufer fühlst - Warum Follow-up der am meisten unterschätzte Schritt in der Mandantengewinnung ist - Wie du ein einfaches CRM-System aufbaust, das keine Anfrage mehr verloren gehen lässt - Was „Ergebnisse definieren" wirklich bedeutet – und warum auch ein klares Nein ein Gewinn ist

Richard McGirr talks about how most entrepreneurs and investors overlook the simplest yet most powerful way to leverage AI organization. Revealing how meticulous systems and data management are the secret weapons that turn AI agents from a futuristic fantasy into your daily operational powerhouse. Discover how top firms are transforming their productivity with just a few tweaks: from recording every internal meeting and keeping your CRM hyper-updated, to organizing your data in Markdown instead of Word. Richard shares compelling insights from his own experiments like how understanding risk discussions boosts deal closure rates by revealing what truly moves investors and how automation can turn chaos into a strategic advantage. Learn more about your ad choices. Visit megaphone.fm/adchoices

This Best of FDE episode is a rebroadcast of one of our MarCom Gold Award winners—and honestly, it's even more relevant now than when we first recorded it.In this episode of The Full Desk Experience, Crelate CEO Aaron Elder joins host Kortney Harmon to break down what it actually looks like to operate in a post-AI world—and what that means for owners, directors, and executive-level leaders.In this episode, we cover:What “post-AI” really means: Why AI isn't coming—it's already here, and how it's quietly becoming as essential as electricityWhere firms are actually winning: How top teams are using targeted AI (not hype) to create real value and stronger client relationshipsThe shift to “living platforms”: Moving beyond static systems to tech that actively works for you, not just stores your dataWhere humans still matter most: In high-trust work like executive search, where AI supports—and where it can't replace—the human elementWhat's about to change operationally: From sourcing to back office, every part of your business is on the tableDo you know if the roles you're filling today will even exist in two years?As AI and automation accelerate client expectations and reshape work itself, the firms asking better questions now are the ones that stay ahead.Hit play to hear how leading firms are thinking about this shift—and what you should be doing next.___________________Follow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/ Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

Michael Coxen shares how faith, purpose, and a disciplined buy-and-hold mindset can reshape the way investors pursue financial freedom while building a life that is both successful and meaningful.See article: https://www.unitedstatesrealestateinvestor.com/rising-from-rock-bottom-to-purpose-driven-success-with-michael-coxen/(00:00) - Introduction to The REI Agent Podcast and Guest Michael Coxen(01:35) - Michael Coxen's Background as a Las Vegas Broker and Entrepreneur(03:20) - Early Interest in Real Estate and Influence of Entrepreneurial Family(05:05) - Moving to Las Vegas and Launching a Wedding Invitation Business(07:10) - Buying Their First Home During the Housing Market Downturn(09:00) - The Flip In Strategy and Renovating a Home While Living in It(11:05) - Entering Real Estate Sales and Building a Network Through the Wedding Industry(13:10) - The Power of Mentorship and Joining a Real Estate Team(15:05) - Building a Sphere of Influence and Long-Term Client Relationships(17:10) - CRM Systems, Consistent Follow Up, and Marketing to Past Clients(19:05) - Communication Strategies Including Calls, Texts, Social Media, and Gifts(21:00) - Modern Communication Preferences and the Strategic Use of Voicemail(22:40) - Meeting Clients Where They Are and Personalizing Relationships(24:05) - Michael's Health Crisis and the Consequences of Entrepreneurial Burnout(27:05) - Living With Ulcerative Colitis and Hitting Physical Rock Bottom(30:00) - Recovery Through Holistic Health, Mindset Work, and Self Awareness(33:00) - The Role of Affirmations, Meditation, and Positive Mental Programming(35:15) - Applying Mindfulness and Emotional Control in Real Estate Business(37:15) - Confidence, Client Boundaries, and Professional Respect in Sales(39:00) - Overcoming Fear, Burnout, and Addiction to the Hustle(40:45) - Golden Nuggets: Calendar Blocking, Health Priorities, and Journaling(42:00) - Book Recommendation: Die With Zero and Living for Experiences(43:20) - Where to Follow Michael Coxen and Closing Remarks(44:27) - Final Outro and Podcast DisclaimerContact Michael Coxenhttps://www.michaelcoxen.com/https://www.coxengroup.com/https://www.facebook.com/michaelcoxenhttps://www.instagram.com/michaelcoxen/https://www.linkedin.com/in/michaelcoxen/https://www.youtube.com/@michaelcoxenIf Michael Coxen's story showed you anything today, it is that success means nothing if it costs you your purpose. Build wealth that strengthens your faith, your family, and your future, and when you are ready to take the next step in your journey, visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl

CRM ist das Gedächtnis eines Unternehmens – Telefonie seine Stimme. Wie verändern sich Kundentelefonate, wenn beide Systeme miteinander sprechen?In dieser Folge ist Viet zu Gast. Er verantwortet das Thema “Integrationen” bei sipgate und erzählt, warum die Verbindung von Telefonie und CRM-System ein echter "Gamechanger" für die Kundenkommunikation ist.Wir sprechen darüber, bis wo eine einfache Excel-Tabelle reicht und ab wann sich ein CRM lohnt. Wie Sales- und Service-Teams von einer Integration profitieren. Vor allem aber, wie sich Kundengespräche verbessern, wenn CRM-Daten auch im Telefonat zur Verfügung stehen.

Send a textWhat does it really take to build a profitable business while raising a family—and still like your life? Jennifer joins us with a story that starts in a delivery room and a bakery build-out and grows into a 20-year company she eventually sold. We pull back the curtain on the nine pillars she now uses to help women prioritize profit, protect their time, and grow a business that can thrive without burning them out.We get practical fast: how to price with data instead of emotion, track time to uncover hidden labor, and guard your gross margins so there's money left for subscriptions, overhead, and your paycheck. Jennifer explains why simplifying offers can unlock growth—like trimming 72 SKUs down to 16—and how a focused niche turns you from forgettable to top-of-mind. You'll hear the difference between selling “cookies” and selling “gifts,” and how a photographer quadrupled revenue by choosing real estate over everything else.Community becomes a strategy, not a nice-to-have. Jennifer lays out the Fab Five advisory circle—an industry peer, a seasoned mentor, an operator outside your field, a younger spark, and a trusted confidant—so you have wisdom, innovation, and emotional safety on speed dial. On the sales front, we reframe follow-up as care, not pressure, with simple email cadences, value-first touch points, and even handwritten notes that cut through the noise. Along the way we talk boundaries, presence at home, and getting kids involved so the lessons of grit and service become a family legacy.If you're a mom founder aiming for profit, simplicity, and staying power, this conversation hands you a blueprint: niche clearly, price bravely, follow up consistently, and let your community lift you. Loved the episode? Subscribe, share it with a friend, and leave a quick review so more moms can build businesses they love.Jennifer's website: https://nextwavebusinesscoaching.com/Free Resource:  3 Steps to Boosting Profits in Your Small Business Need a CRM System.  I highly recommend FG FunnelsJennifer's Instagram: https://www.instagram.com/nextwavewithjen/

Hand aufs Herz: Wenn du an massives Umsatzwachstum denkst, woran denkst du zuerst? Vermutlich an Kaltakquise, neue Leads oder volle Messehallen. Doch wenn wir ehrlich sind, vernachlässigen wir dabei oft den wichtigsten Hebel für nachhaltigen Erfolg: die Kundenbindung B2B. Fast 90 Prozent der B2B-Vertriebe tappen in diese Falle. Denn wir sind Jäger. Wir wollen die Trophäe an der Wand. Aber was passiert eigentlich, nachdem der Vertrag unterschrieben ist? Oft herrscht dann Funkstille oder der Kunde wird lediglich „verwaltet". Dabei liegt genau hier, direkt vor deiner Nase, das größte ungenutzte Potenzial deines Unternehmens. In dieser Episode habe ich deshalb mit Manuel Spors gesprochen. Er ist Experte für Bestandskundenmanagement und Autor des neuen Buches „Die Loyalitätsformel". Gemeinsam zerlegen wir den Mythos, dass Wachstum immer „neu" bedeuten muss. Stattdessen schauen wir uns an, wie du den Customer Lifetime Value steigern kannst, ohne ständig dem nächsten Lead hinterherzujagen. Die Akquise-Falle: Warum Kundenbindung B2B oft scheitert Kennst du das beklemmende Gefühl der Kaufreue? Du kaufst ein neues Auto, fährst stolz vom Hof, und an der ersten Ampel siehst du den Wagen, den du nicht genommen hast. Plötzlich fragst du dich: War es wirklich die richtige Entscheidung? Deinem Kunden geht es haargenau so. Nach der Unterschrift fällt die emotionale Kurve oft rasant in den Keller. Genau in diesem kritischen Moment lassen viele Vertriebe jedoch los. Der Kunde wird lieblos an den Innendienst oder einen Sachbearbeiter übergeben mit dem Gedanken: „Der macht das schon". Das ist allerdings ein fataler Bruch für eine echte Kundenbindung B2B. Manuel nennt dieses Phänomen die „Akquise-Falle". Wir investieren Unmengen an Energie, um den Kunden durch die Tür zu kriegen. Doch sobald er drin ist, behandeln wir ihn wie eine Selbstverständlichkeit. Dabei ist es statistisch gesehen viel einfacher und günstiger, an jemanden zu verkaufen, der dir bereits vertraut. Customer Lifetime Value steigern: Das Starbucks-Prinzip im B2B Lass uns über den Customer Lifetime Value (CLV) sprechen. Das ist der Gesamtwert, den ein Kunde über die gesamte Dauer der Zusammenarbeit für dich hat. Um diesen Wert zu maximieren, müssen wir von den Besten lernen. Ein geniales Beispiel ist Starbucks. Ein Neukunde darf Starbucks angeblich bis zu 1.000 Euro kosten. Das klingt für einen 6-Euro-Kaffee zunächst verrückt, oder? Aber Starbucks rechnet anders: Wenn du einmal Kunde bist und zufrieden bist, kommst du wieder. Woche für Woche. Jahr für Jahr. Folglich ist der CLV gigantisch hoch. Im B2B-Umfeld ist das sogar noch extremer. Ich habe Kunden erlebt, die dachten, sie hätten einen „guten Deal" über 50.000 Euro gemacht. Auf meine Frage, wie viel der Kunde insgesamt in dieser Kategorie einkauft, kam jedoch heraus: 5 Millionen. Der Verkäufer hatte also gerade mal 1 Prozent des Potenzials abgeschöpft. Die wichtigste Frage, die du heute stellen kannst, um deinen Customer Lifetime Value zu steigern: Welches Potenzial hat dein Kunde wirklich? Upselling und Cross-Selling: Motoren für Bestandskundenmanagement Wie holst du dieses schlummernde Potenzial ab? Die Antwort liegt im intelligenten Upselling und Cross-Selling. Aber bitte nicht plump, sondern mit Stil. Stell dir vor, du sitzt in einem guten italienischen Restaurant. Du bist satt. Der Kellner kommt und fragt lustlos: „Noch ein Dessert?" Deine Antwort ist automatisch: „Nein, danke." Szenario B: Der Kellner rollt einen Wagen direkt an deinen Tisch. Du siehst die frische Mousse au Chocolat, das Tiramisu, es duftet herrlich. Er fragt gar nicht, ob du willst. Er zeigt dir das Erlebnis. Deine Chance, „Nein" zu sagen, sinkt dramatisch. Genau das müssen wir im Vertrieb tun, um die Kundenbindung B2B zu festigen: Upselling: Biete die VIP-Variante an. Mehr vom Selben, aber besser, schneller, exklusiver. Cross-Selling: Was ergänzt das Produkt perfekt? Manuel hat als Fotograf früher nur die Hochzeit fotografiert. Dann kam die Fotobox dazu. Später das Video. Schließlich das After-Wedding-Shooting. Aus einem Auftrag wurde so ein Vielfaches an Umsatz. Die Loyalitätsformel: Touchpoints für langfristige Kundenbindung B2B Echte Loyalität passiert nicht durch Zufall. Sie braucht System. Denn dein Kunde hat ein Leben, eine Familie, Hobbys. Er denkt nicht 24/7 an deine Firma. Deshalb musst du ihn daran erinnern, dass es dich gibt – aber mit Mehrwert, nicht mit Spam. 1. Der strategische Newsletter im Bestandskundenmanagement Vergiss den wöchentlichen „Wir sind so toll"-Newsletter. Manuels Steuerberater schickt stattdessen alle drei Monate ein Update: Was hat sich rechtlich geändert? Wo gibt es Handlungsbedarf (z.B. Förderungen)? Der Kunde muss nur antworten: „Ja, brauche ich." Das ist Service, kein Spam, und stärkt die Bindung enorm. 2. Der Podcast als Instrument, um den Customer Lifetime Value zu steigern Ein eigener Podcast ist ein mächtiges Tool für Bestandskundenmanagement. Lade deine Kunden ein! Lass sie über ihre Erfolge sprechen. Das hat mehrere Vorteile: Wertschätzung für den Kunden (er bekommt eine Bühne). Das perfekte Testimonial für Neukunden. Ein exzellenter Grund, wieder Kontakt aufzunehmen. 3. Echte Überraschungen (Der Ritz-Carlton-Moment) Die Geschichte vom vergessenem Kuscheltier im Ritz Carlton ist legendär. Das Hotel schickte das Stofftier nicht einfach zurück, sondern machte Fotos davon am Pool und an der Bar („Ich mache noch länger Urlaub") und sendete diese mit. Der Aufwand? 10 Minuten. Der Effekt? Lebenslange Treue der Eltern. Was ist dein „Kuscheltier-Moment" für deine Kundenbindung B2B? Vielleicht eine handgeschriebene Karte zum Frühlingsanfang statt der 08/15-Weihnachtskarte, die eh im Müll landet? Fazit: Dreh den Trichter um (Bow Tie Funnel) Wir reden im Vertrieb oft vom Sales Funnel. Oben viel rein, unten kommt der Abschluss raus. Aber eigentlich geht es danach erst richtig los. Denk an eine Fliege (Bow Tie). Nach dem Knoten (dem Kauf) öffnet sich der Trichter wieder: Upselling, Cross-Selling, Empfehlungen. Wenn du deinen Vertrieb darauf ausrichtest, wird die Neukundenjagd plötzlich zweitrangig. Du wächst entspannter, profitabler und mit mehr Freude. Fang an, deine Bestandskunden nicht nur zu verwalten, sondern zu begeistern. Möchtest du wissen, wie viel Potenzial wirklich in deinem Vertrieb schlummert und wie du deine Kundenbindung B2B professionalisierst? Lass uns sprechen. Geschätzte Lesedauer: 6 Minuten Wie sind deine Erfahrungen? Fokussierst du dich auf Neukunden oder pflegst du deinen Bestand? Schreib mir gerne auf LinkedIn oder Instagram!

Tune in to our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure, and Aged Expired niches!  Today's Mastermind episode dives into the realities of probate, divorce, and mortgage-related challenges, with sharp advice from seasoned coaches and heartfelt user stories. The conversation covers practical strategies for building momentum through consistent outreach, leveraging relationships with attorneys, and turning early wins into repeat business. Attendees share experiences from probate leads, late mortgage scenarios, and pre-foreclosure contexts, including how to present multiple options (sale, refinance, or loan modification) in a respectful, non-pushy way. The team emphasizes the importance of tracking results, maintaining a simple CRM, and using handwritten outreach to stand out in a crowded market. We explore the Do-On-Sale clause, title insurance considerations, and how to structure transactions to protect all parties while keeping doors open for future opportunities. The tone remains collaborative and action-oriented, highlighting how small, persistent actions (one call, one letter, one meeting) can compound into significant deals over time. Viewers gain a practical playbook for conversations with executors, heirs, and attorneys, plus mindsets that reduce fear of rejection and accelerate progress. If you're working probate cases, dealing with divorce-related housing, or navigating late payments in pre-foreclosure, this episode offers concrete tactics you can apply this week to generate momentum and close more opportunities. The session also emphasizes coaching support, accountability, and the value of authentic relationship-building.  Key Takeaways Consistent action is what creates momentum, turning raw leads into real conversations, appointments, and ultimately signed agreements. Proactively building relationships with probate and estate attorneys creates a long-term pipeline of repeat opportunities far beyond a single deal. Tracking your daily dials, conversations, and outreach activity builds momentum and reveals the numbers that drive higher conversion rates. Handwritten notes, mailed touches, and small personal efforts stand out in a digital world and can be the deciding factor in earning a client's trust. Presenting multiple solutions (selling, refinancing, investor options, or modification) positions you as a problem-solver rather than someone just trying to list a home. Understanding title nuances, subject-to scenarios, and due-on-sale clauses allows you to confidently navigate situations where others back away. Using a simple CRM with consistent follow-up and weekly accountability ensures no lead gets forgotten and every opportunity is properly worked.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.   #RealEstateProspecting #RealEstateCoaching #RealEstateMarketing #LeadConversionPrevious episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A PlaylistSupport the show

Send us a textWhen evaluating the CRM category, our analysis intentionally moves beyond CRM modules embedded within ERP systems and instead focuses on best-of-breed CRM platforms and the full spectrum of capabilities that define modern customer engagement. This includes not only core operational CRM functions such as sales force automation and pipeline management, but also upstream marketing automation, downstream customer experience and service workflows, contact center operations, events, search, and the increasing convergence with CMS and website capabilities that anchor the digital customer journey. While vendors may brand these pillars as Sales Cloud, Marketing Cloud, or reposition them around AI- and agentic-workflow narratives, the underlying architecture remains consistent, and strategic orientation matters: some platforms are designed for specific micro-verticals with tightly integrated suites, while others pursue broad horizontal coverage. These choices materially affect extensibility, process design, and long-term fit, particularly across B2B versus B2C use cases, where many CRM systems struggle with complex B2B sales cycles—driving continued demand for low-code and no-code customization and deeper integration across CRM, eCommerce, and CMS ecosystems.In this episode, our host Sam Gupta discusses the top 10 CRM systems in 2026. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=kBLUBdDuWQcRead: https://www.elevatiq.com/post/top-erp-systems/Questions for Panelists?

Most wholesalers burn out because they are chasing the wrong leads. Hieu Bui reveals why "Direct to Agent" is the only scalable way to build a real estate empire in 2026.In this episode of the 11/10 Podcast, we sit down with Hieu Bui to dismantle the traditional Real Estate Wholesaling model. While most investors focus on "Direct to Seller" marketing (PPC, Cold Calling), Hieu explains the math behind his Agent Outreach Strategy and why building relationships with realtors scales faster than hunting for motivated sellers. We also discuss the "11/10" Mindset, how to manage Virtual Assistants (VAs), and the specific CRM Systems he uses to manage a team of over 1,000 people✅ Check out Investorlift Here: https://get.investorlift.com?fpr=ilFollow Us!Robert Wensley: https://www.instagram.com/robertwensley/Zack Kepes: https://www.instagram.com/zakventures/?hl=enHieu Bui (Guest): https://www.instagram.com/hieubuirei/Investorlift: https://www.instagram.com/investorlift/

Most gym leads don't ghost. They just weren't followed up with long enough — or like a real human. If sales have felt harder lately, it's not because people stopped buying. It's because the game quietly changed… and most gyms didn't notice.Welcome to Gym Marketing Made Simple — the show that cuts through the noise and explains what actually drives steady growth for boutique gyms. Each episode breaks down marketing and sales systems in a way that's practical, realistic, and repeatable, so growth feels intentional instead of unpredictable.Episode HighlightsIn this episode, the conversation centers on one uncomfortable truth: leads need more attention than they used to and automation alone isn't enough anymore. Matt G breaks down why gym owners now need 10–20 touchpoints to convert a single lead, how personal outreach consistently outperforms automated sequences, and why most sales systems fail simply because they stop too early. The discussion goes deep into phone calls, text follow-ups, voicemail strategy, and how relationship-based communication leads to more booked consultations and stronger trust from the very first interaction.Episode OutlineWhy the average lead now requires 10–20 touchpoints instead of 6–10How alternating phone calls and texts over a 36-day window keeps leads warmWhy being first to respond matters more than saying the “perfect” thingHow 80–90% of consultations are booked through manual, personal outreachThe role of emotional timing in buying decisionsWhy follow-up should feel relational, not transactionalHow detailed CRM notes prevent repetitive messaging and lost opportunitiesWhat to do when a lead joins a competitor — and why that's not the endThe long-term value of persistence, especially during slower monthsEpisode Chapters00:00 Intro00:05 Scheduling and Lead Follow-Up02:18 The Importance of Human Connection in Sales06:01 Effective Voicemail and Text Messages15:57 Building Relationships and Overcoming Objections17:20 The Role of Emotional Responses in Sales17:49 The Impact of Personal Outreach on Sales18:01 The Importance of Follow-Up in Sales18:27 The Role of CRM Systems in Sales19:16 The Impact of Personalized Communication on Sales19:29 The Importance of Emotional Responses in SalesAction TakenMake at least 10 manual contacts with every new lead over the first 36 days, alternating calls and texts, and track each interaction as a CRM taskChoose one system for organizing leads (CRM pipeline or manual task tracking) and apply it consistently for all new prospectsLeave a human-sounding voicemail that simply says you're getting back to them — avoid sales languageSend follow-up texts that ask “Where do we go from here?” followed by an either/or scheduling optionLog all responses, context, and personal details inside CRM notesSet manual follow-up tasks based on real-life details (vacations, timing, availability)When a prospect joins another gym, schedule a 60–90 day check-in asking about results and consistencyReference personal notes in follow-ups to build familiarity and trustConclusionSales haven't become harder,  they've become more human.This episode is a reminder that consistency, patience, and genuine connection still win, especially in an industry built on relationships. When follow-up feels personal instead of automated, leads stop feeling like numbers and start turning into conversations that actually convert.CTAIf this episode resonated, take one idea and apply it immediately — whether that's updating voicemail scripts, tightening CRM notes, or committing to longer follow-up windows with new leads.Supporting Information

20-25 Minuten Zeitersparnis pro Lead. Klingt gut? Ist es auch. In diesem Interview spreche ich mit Sascha und Marc – den Bell-Brüder – über das Thema, das viele Unternehmer falsch machen: CRM-Systeme richtig nutzen. Nicht nur haben, sondern richtig nutzen. Mit KI. Mit KI-Agents. Mit Automatisierung.Die Wahrheit ist: Die meisten Unternehmer fahren einen Porsche 911 Turbo im ersten Gang. Sie haben Hubspot, Salesforce oder ein anderes CRM – aber sie nutzen vielleicht 10 % der Möglichkeiten. Und das kostet Geld. Jeden Tag.In diesem Interview erfährst du:

In this episode, John Wilson sits down with Richard Dunbar of FieldPulse to dig into one of the most important — and often overlooked — levers for scaling a home service company: modernizing your operational platform. Whether you're running HVAC, plumbing, electrical, restoration, or any specialty trade, the shift from legacy tools to a true field service management system (FSM) is one of the highest-ROI moves you can make. Richard and John break down how contractors are ditching whiteboards, Excel boards, paper invoices, and manual dispatching in favor of flat-rate pricing systems, centralized pricebooks, technician-friendly workflows, real-time visibility, and true operational clarity.What You'll LearnWhy legacy systems cap your growthHow flat-rate pricing really worksWhere the real ROI of FSM software comes fromHow to remove friction from the entire customer journey The #1 mistake contractors make when trying to scale revenue 

In this Tactical Dent Tech Monday Marketing Moment you will learn some new innovation in CRM Systems and AI... 

Autumn is officially here! If you're anything like me, you're loving the changing leaves, cosier jumpers, and maybe even a new cardigan (thanks, Facebook recommendations). But aside from sweater weather, this season brings something else that's just as important for your business: the ideal time to get serious about your CRM. If you've ever found yourself wondering, “What's the BEST CRM system out there?”—you're not alone. I've had this question tossed my way every month for the past five years, and it's finally time for a real, practical answer. So, why is autumn the perfect time to tackle your CRM setup? Simple: December in the B2B world is slow. Corporate clients are winding down, so your best bet is to use that lull to choose, set up, and actually populate your CRM. Trust me, you want to enter the New Year with your sales process locked and loaded. Let's get clear: What is a CRM? Put plainly, a CRM (Customer Relationship Management system) helps you record every activity you do to build and nurture customer relationships—and then report on those activities. It's not just a glorified email list, it's not a marketing tool masquerading as a sales system, it's about tracking real sales moves and seeing what works (and what doesn't), so you can stop guessing and start growing. Who needs a CRM?  If you want repeatable, predictable, consistent sales—you do. If you're genuinely invested in refining your sales process—you do. But if you're dabbling, or not sure you want to run your business long-term? Save your time and money. Why do so many people avoid them?  The honest truth: CRMs require you to record and review data consistently. It's less fun than getting likes on social media, but infinitely more profitable. If you hate the idea of tracking your calls, deals, and targets then you're not harnessing the full money-making power of a CRM. The pros and cons (no sugarcoating): Pros: Relationship tracking, standardised customer experience, no missed invoices, faster deal cycles, instant troubleshooting and clear data for future opportunities. Cons: If you don't use it, it's a wasted expense. It requires effort to set up and maintain and yes, you're at the mercy of software updates and price changes. So… what's the BEST CRM? Here's the twist: There IS no universal best. The best CRM for you depends on your unique needs and sales process. Before signing up, ask yourself: Do I have a proven sales process to record and report on? How much am I willing to invest? What information do I need to record, and what other features do I want (email, SMS, etc.)? What kind of user interface will I actually enjoy using? Take those free trials. Book the demos. Be choosy! The right system will motivate you to take action and help you grow—not gather dust in your toolkit. And one final reminder: If you want live support and game-changing sales training for 2026, this is your LAST call for The C Suite ®. Doors close 31st October 2025 at 5pm UK, for good.  Once it's closed, it's closed. Don't miss out. Make autumn count—wrap yourself in a new business habit, not just a new cardigan. Key Quotes; Last Chance to Join The C Suite ® "I am most importantly super excited to run it one last ever time and to get to support our new participants and getting to support people who are re enrolling for life support to really make a change to their corporate sales process next year and see them skyrocket, streamline, expand and enjoy their B2B sales processes." 00:02:3900:03:06 Why Serious Business Owners Need a CRM: "Certainly everybody who wants to be a genuine business owner who is actually interested and invested in creating a sales process that works in monitoring existing sales processes so they can continue to work in troubleshooting sales processes effectively so that they can make them more efficient. Those people should have, use and rely on a CRM system, without a doubt." 00:13:3900:14:08 How to Choose the Best CRM System: "There are questions that you should be asking yourself before you choose a system, right? So any piece of software or most pieces of software that you'll see on the Internet, whether it's a CRM system or an email marketing system or, I don't know, any other platform that you want to use, all of them will give you free trials." 00:26:5300:27:13 Why a CRM is Useless Without a Proven Sales Process "It doesn't matter if your sales people are making money, if they don't know metrics, if they don't know their key performance indicators, if they don't know what activities are supposed to produce what type of results, there is no point having a CRM system that is all bells and whistles because at that point you're just recording any data and hoping that it gives you some insights." 00:31:4300:32:10   Key Resources Mentioned in this Episode:   Click here for the direct link to The C Suite ® 2026: https://smartleaderssell.thrivecart.com/the-c-suite-2026-live/   If you want to learn more about The Expert Services Directory, click here: http://bit.ly/4f3ch1I   If you've enjoyed listening to How to choose the best CRM system to sell your services to corporate clients check out these other episodes that may be of interest.   What are the best broadcast platforms to generate corporate clients https://bit.ly/SellingtoCorporate020 Why organising your sales activity is central to your success when selling to corporates https://podcasts.apple.com/gb/podcast/why-organising-your-sales-activity-is-integral-to-your/id1469526548?i=1000521680504   Converting Corporates is the B2B sales event of the year for service based entrepreneurs, if you want to join the waitlist for 2026 click the link https://smartleaderssell.vipmembervault.com/cc2026waitlist   If you would like to sign up for our weekly newsletter to stay in touch with the latest B2B sales tips and techniques click https://sellingtocorporate.com/newsletter/   Content Disclaimer The information contained above is provided for information purposes only. The contents of this article, video or audio are not intended to amount to advice and you should not rely on any of the contents of this article, video or audio. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of this article, video or audio. Jessica Lorimer disclaims all liability and responsibility arising from any reliance placed on any of the contents of this article, video or audio.  

In this episode of Insurance Shoptalk, join host Eric Stein and guest Vladimir Vladimirov for an in-depth exploration of NowCerts and their cloud-based integration CRM and agency management system, Automate 365. In this episode, NowCerts system manager Vladimir talks though the many uses and benefits of Automate 365, including the system's ability to assist P&C agents with task like online quoting, sales, marketing, customizable reporting, and workflow automations. To learn more about NowCerts, please visit www.nowcerts.com. You can also learn more about Automate 365 at www.automate365.com. About Insurance Shoptalk: Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. If you enjoyed this episode of Insurance Shoptalk, follow us on our social media pages to learn the latest on commercial insurance industry.

https://constraintcalculator.scoreapp.com/In this episode, Jordan Ross sits down with Noah, founder of a fast-growing TikTok shop agency, for a deep dive on what it really takes to scale from organic lead generation into a predictable, automated growth machine.Noah shares how cleaning up SOPs, defining his ideal client profile (ICP), and improving his sales process helped reduce churn to nearly zero. With his foundation set, Jordan consults him live on the next big challenge: building client acquisition funnels, leveraging paid ads, implementing CRMs, and setting up automations that free up time while fueling growth.Whether you're an agency owner, e-commerce marketer, or operator trying to escape “agency prison,” this conversation is packed with tactical insights to help you scale smarter, not harder. Chapters: – Intro & catching up with Noah – Noah's progress: SOPs, ICP clarity & reducing churn – The next challenge: generating more qualified leads – Paid ads vs. building a sales team — which comes first? – Creating granular ICP docs & client messaging – How to build a high-converting funnel with lead magnets – Why CRMs beat spreadsheets & the Go High Level advantage – Turning newsletters into conversion assets – Using YouTube for retargeting & sales content – Borrowing expertise short term: the Hormozi playbook – Automating onboarding & client experience with CRMs – Closing thoughts + resources for scalingTo learn more, go to 8figureagency.co

Send Rita a text with your thoughts!Save your spot for Prep for Wave Week :) https://programs.steeryourmarketing.com/prep-for-wave-weekGet access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776Get ready for some real talk about building a travel business that actually makes money! I brought together three incredible travel advisors at completely different stages.From a newbie who hit $500K in her first year to a seasoned pro running multiple businesses, they're spilling just a few of their secrets. You'll hear exactly how they're getting clients through word-of-mouth marketing, what tech they're actually using, and the biggest misconceptions about owning a travel agency. Plus, they get brutally honest about their biggest pain points, from figuring out when to hire help to managing clients who span the globe. Whether you're just starting out or looking to scale past seven figures, these insights will give you that boost your business needs.Judi Lombardi: https://www.linkedin.com/in/judi-lombardi-25580825/Leah Iudice: https://www.linkedin.com/in/leah-iudice-90806316/Stephen Scott: https://www.linkedin.com/in/sscott2378/Questions this episode answers:What are the best CRM systems for travel agencies and travel advisors?How do travel advisors get clients without spending money on advertisingWhat tech stack do successful travel advisors actually use daily?How to scale a travel business from $500K to over $1 million in sales?What are the biggest challenges facing new travel agency owners?How do travel advisors track commissions and manage finances?What is the best way to get referrals for a travel business?How much do travel advisors charge in fees for their services?What are the biggest mistakes new travel advisors make when starting?How to choose the right suppliers and partners for a travel agency?What does it take to become a successful luxury travel advisor?How to transition from employee to independent travel advisor successfullyWhat workflow systems do profitable travel agencies use?What are the pros and cons of specializing in specific travel niches?Enjoy (and take action)!---------------------------------------------------------------Check out EVERYTHING I offer to support your travel business journey: https://strategictravelentrepreneurpodcast.com/everything/Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

Donor portfolios often feel like a mystery—part science, part art—and this episode of Fundraisers Friday peels back the curtain on what they really mean for nonprofit professionals. Cohosts Julia Patrick and Tony Beall use their signature mix of storytelling and strategy to break down the “book of business” in a way that feels both practical and inspiring.Julia opens with candor about her first experience: “Somebody called me up and said, hey, I'd like to take you out to lunch because you're in my portfolio. And I was like, what?” That moment of confusion and discomfort becomes the jumping-off point for a discussion that many fundraisers will instantly recognize: donors rarely know about these tools, yet they shape so much of the relationship-building process.Tony points to the importance of seeing portfolios not as sterile lists but as vital instruments of stewardship and organizational learning. “These types of portfolios and this technology also allow us to monitor activity—not as a watchdog, but as a way to gauge the success of our strategies.” He reframes portfolios from something “icky” into something essential: a roadmap for deeper donor care.The duo walk through the practical side—averages for donor counts, segmentation across major gifts, planned giving, and annual donors—while weaving in human moments that give the conversation heart. Julia reflects on board experiences where donor binders were passed around over pizza, and Tony shares how his father's fire boots by the front door modeled volunteerism that still fuels his passion today.Data hygiene becomes another teaching moment. Julia compares sloppy data entry to “middle school health class,” driving home the reality that a CRM is only as good as what you put in it. Tony adds nuance by showing how even small details like recording gift frequency—not just dollar amounts—can shape how nonprofits honor commitment and longevity.The most surprising segment is the discussion of “portfolio divorce.” Sometimes a fundraiser and donor simply don't align—politically, personally, or stylistically—and it's healthier for the mission to transition that relationship elsewhere. Tony reminds us that “the mission is more important than your ego,” a guiding principle every nonprofit professional can keep close.Find 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

Looking back, I'd absolutely still go freelance — but there are some things I wouldn't do again. Today I talk about what I'd do differently with what I know now. If you're starting out (or re-starting), check out my 30 Days To Go Freelance Kit – it's got everything I wish I'd had: https://freelancelifestyle.podia.com/30-days-to-go-freelance  00:00 Welcome to The Freelancers Tea Break  00:29 Reflecting on Freelancing Beginnings  00:46 The Pitfalls of Working for Free  01:50 Setting Boundaries Early  03:05 Avoiding Comparisons with Others  04:50 Financial Advice for New Freelancers  06:05 The Importance of a CRM System  07:36 Creating 30 Days to Go Freelance  08:24 Engage with the Community Follow me on Instagram Follow me on Bluesky Email: hello@emmacossey.com  Come join us in the free Freelance Lifestylers Facebook group Want more support? Check out the Freelance Lifestyle School courses and membership. Join the Freelance Lifestyle Discord Community: https://discord.gg/RKYkReS5Cz

Welcome back to the Empower Her Business Accelerator podcast! I'm your host, Philippa Channer, and today I want to talk about something that can completely shift the way you grow your business: preparing before you're in a pinch. This episode continues our August series on essential business resources—how to identify them, use them, and in this case, build them before you desperately need them. I'm sharing how to proactively lay the foundation for future launches, new services, or growth seasons so that you're not starting from scratch every time. If you're ready to build a sustainable business that can expand with ease, you're in the right place.

Drex covers three critical cybersecurity trends: companies swapping full-time security staff for platform subscriptions (requiring premium salaries for contract managers), the rise of AI agents in both cyber defense and attacks, and voice phishing campaigns targeting CRM systems like Salesforce that have compromised major brands including Adidas and Victoria's Secret. Healthcare organizations face unique risks from PHI exposure and must balance automation with human oversight while training staff on voice-based social engineering attacks.

What if the fastest way to grow your business was simply…asking? Referrals aren't just nice to have–they're the most trusted and efficient way to land new clients. But most business owners either forget to ask or are concerned about appearing too pushy. This week, we're joined by Brandon Barnum, CEO of HOA.com and author of Raving Referrals. After growing his income 10X in only 18 months by mastering referrals, Brandon now helps business owners grow through genuine relationships, strategic partnerships, and repeatable systems. How to Ask for Referrals Without Feeling Salesy Brandon shares a simple 3-step framework you can start using right now. You'll learn how to set the stage early in a client relationship, spot the moments when people are primed to refer you, and ask in a way that feels natural and service-led. If you've ever hesitated to ask, this conversation will show you exactly how to do it confidently. How to Make Referrals a Core Part of Your Business If you want consistent referrals (don't we all?), Brandon walks through the systems and habits that keep your brand top of mind. From building your personal “Top 50” referral list to using simple co-marketing strategies with trusted partners, you'll learn how to create a referral engine that keeps working in the background, without adding to your daily workload. Enjoy this episode with Brandon Barnum… Soundbytes 16:11 - 16:24 “Find people that are serving your perfect prospects every day. They're already talking to the people that you want to help, and what you want to do is package yourself as the solution to their challenges.” 20:28 - 21:12 “There's three places that you get your business and referrals. Number one, your clients. Number two is your social sphere, and that's everybody on social media. It's also everybody that's in your phone…and number three, professionals and businesses that serve your perfect prospects every day. I call that complimentary businesses.” 08:59 - 09:12 “Step one is set the stage. Step two is to listen for the referral triggers, and then step three is to A, S, K, to G, E, T. You got to ask the right way at the right time when someone is a peak referral state” Quotes “84% of B2B sales start with a referral. So if you're selling to business owners, you better be working by referral.” “When someone's referred to you, they're 400% more likely to hire you.” “The biggest gap that I see when it comes to referrals is that people don't ask for them.” “People don't refer you because they want to help you. They refer you because they want to help solve the challenge of someone else.” Links mentioned in this episode: From Our Guest Website: https://ravingreferrals.com/ Connect with Brandon Barnum on LinkedIn: https://www.linkedin.com/in/brandonbarnum/ Connect with brandiD Download our free guide to learn 16 crucial website updates that attract more leads and convert visitors into clients: https://thebrandid.com/website-tweaks/ Ready to elevate your digital presence with a powerful brand or website?  Contact us here: https://thebrandid.com/contact-form/

How to Fix a Broken Sales Process with Dean Nolley (North Fulton Business Radio, Episode 886) Many business owners know something is off in their sales, but they wait until growth stalls or declines before seeking help. By then, the problems have usually deepened. In this episode of North Fulton Business Radio, host John Ray sits […] The post How to Fix a Broken Sales Process with Dean Nolley appeared first on Business RadioX ®.

How to Fix a Broken Sales Process with Dean Nolley (North Fulton Business Radio, Episode 886) Many business owners know something is off in their sales, but they wait until growth stalls or declines before seeking help. By then, the problems have usually deepened. In this episode of North Fulton Business Radio, host John Ray sits […]

Monday Sales Kickoff: Mark breaks down how focusing on the right metrics—not just outcomes—can reignite your momentum for the second half of the year. It's time to shift the mindset, reassess your activities, and set achievable goals rooted in consistency and meaningful client conversations. Mark dives into strategies for staying focused in a fast-paced world, sharing personal insights on building habits that stick, and highlighting the power of small, intentional actions. Learn how to use time blocking to prioritize what matters most, and how your CRM system can become a powerful tool for tracking performance and driving results.  

Send us a textIn this insightful episode of "Business Growth Talks," host Mark Hayward engages with John Noonan, a seasoned sales and marketing expert and president of Growth Plan Partners. They delve into high-impact strategies to accelerate business revenue by implementing effective sales and marketing systems. John discusses how businesses with revenues between $5 to $75 million can break through growth barriers without hiring full-time staff by optimizing their sales engines. His personal journey from a corporate leader to a fractional Chief Revenue Officer offers valuable lessons for entrepreneurs striving to achieve sustainable growth.With a focus on building strong processes and leveraging CRM systems, John Noonan shares his proven methods for increasing sales by 20 to 35% in under a year. He highlights the importance of developing clear target client profiles, understanding the buyer's journey, and crafting a unique value proposition. The conversation highlights practical steps entrepreneurs can take to refine their sales methodologies and enhance business performance. As businesses seek to uncover what truly drives revenue, John's expertise sheds light on overcoming growth challenges and implementing long-term, effective sales strategies.Key Takeaways:Implementing structured sales processes and systems like CRM can dramatically enhance growth for businesses in the $5 to $75 million revenue range.A clear understanding of your ideal client profile and unique value proposition is critical to effectively targeting and engaging potential customers.Sales success is tied to ensuring alignment with the customer's buying process and timing rather than just the sales process itself.Networking and building strong referral partnerships are vital for business development, particularly for consultant roles that rely on client introductions.Making bold career transitions, such as shifting from corporate roles to entrepreneurship, requires willingness and the courage to navigate financial uncertainties.Resources:John Noonan on LinkedInGrowth Plan Partners (Email: JNoonan@growthplanpartners.com)Tune into the full episode to learn more about optimizing sales processes, breaking growth barriers, and developing successful sales strategies with insights from industry expert John Noonan. Stay connected with "Business Growth Talks" for more enlightening episodes to take your business to new heights.Support the showIf you want to watch the full video of this episode go to:https://www.youtube.com/@markhayward-BizGrowthTalksDo you want to be a guest on multiple podcasts as a service go to:www.podcastintroduction.comFind more details about the podcast and my coaching business on:www.businessgrowthtalks.comFind me onLinkedIn - https://www.linkedin.com/in/mark-hayw...Tik Tok - https://www.tiktok.com/@mjh169183YouTube Shorts - https://www.youtube.com/@markhayward-BizGrowthTalks/shorts

If you own a RestorFX center then this is must listen! New CRM system along with the Digital marketing program! Also, we review the customer facing detail products   https://dentprosacramento.com/ https://www.dentprousa.com/  

#576 Taylor Isselhard is a full-time wedding photographer and the host of the Wedding Lens Lounge podcast. As a professional who successfully transitioned from part-time to full-time photography, Taylor offers an in-depth perspective on the critical steps required for building a sustainable photography business.A significant theme in his career is the disciplined approach to business growth. Relying on his background in business, Taylor underscores the importance of thorough preparation before leaving stable employment. This includes maintaining a clear understanding of financial needs, forecasting bookings, setting aside an emergency fund, and only making the leap once the business demonstrates consistent demand and stability.KEY TOPICS COVEREDTransitioning to Full-Time Photography - Taylor describes how he built up his business gradually, shooting weddings part-time for six years and only going full-time once he reached a threshold of consistent bookings and had established key systems and savings.The Power of Client Experience and Networking - Taylor attributes much of his rapid growth to the positive client experience he provided and the word-of-mouth referrals it generated. He emphasizes the importance of networking with vendors, tagging them on social media, and intentionally nurturing relationships in the wedding industry to gain referrals and increase visibility.Systems, Workflow, and Work-Life Balance - Taylor discusses the practical systems he implemented for client management (like HoneyBook CRM), planning his work week, and balancing business with family life. He outlines his method for blocking off time, using spreadsheets for goal setting, and the importance of beginning with the end in mind—setting long-term goals and breaking them down into actionable steps.IMPORTANT DEFINITIONS & CONCEPTSCRM (Customer Relationship Management): A software tool (like HoneyBook) used to manage client interactions, contracts, invoices, and communications in an organized, professional manner—critical for scaling and streamlining a photography business.Begin with the End in Mind: A strategic planning principle (from “The 7 Habits of Highly Effective People”) involving setting clear, long-term business goals and then mapping out the milestones and actions needed to achieve them.DISCUSSION & REFLECTION QUESTIONSWhat fears or obstacles do you face in considering a transition to full-time photography, and how could Taylor's experience inform your approach?How can building client relationships and networking with vendors be integrated into your workflow?What current systems (or lack thereof) are holding you back from scaling your business and achieving balance?RESOURCES:Visit Taylor Isselhard's Website - https://tpiphotography.com/Follow Taylor Isselhard on Instagram - https://www.instagram.com/tpi_photography/Sign up for your free CloudSpot Account today at www.DeliverPhotos.comConnect with Raymond! Join the free Beginner Photography Podcast Community at https://beginnerphotopod.com/group Get your Photo Questions Answered on the show - https://beginnerphotopod.com/qa Grab your free camera setting cheatsheet - https://perfectcamerasettings.com/ Thanks for listening & keep shooting!

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

Send us a textIn this episode, the panel of family office experts and investors discusses the impact of emerging technologies like AI and data analytics on business practices and communication. The conversation touches on the integration of AI tools in real estate, the shift to remote work, and how these innovations are shaping the future of family offices and investments. The experts also dive into strategies for building strong, long-term relationships in investing, the growing importance of impact investing, and the benefits of incorporating philanthropy and legacy-building into family office strategies. The episode offers insights on finding success through both financial and social value while emphasizing the importance of balance in life and business.

Learn how to manage your prospects effectively by categorizing them into A, B, and C levels, ensuring you're only investing your precious time and resources on the most promising leads. With Mark's insights, you'll discover why treating all prospects the same is a missed opportunity and how leveraging a CRM system can streamline your efforts. This episode promises to arm you with strategies that enhance productivity and boost your sales success. ⭐ Leave us a rating or review on your favorite podcast app. We actually read them!

Summary IIn this episode of the Customer Service Revolution podcast, Denise Thompson and John DiJulius discuss the importance of personalized customer service and the techniques of 'Secret Service' that can enhance customer experiences. They explore how to implement these techniques effectively, the significance of knowing clients personally, and the evolution of customer service terminology. The conversation also highlights memorable customer service experiences and the impact of community in customer relationships. Takeaways Personalization in customer interactions is crucial. Utilizing CRM systems can enhance customer relationships. Listening to customers can reveal valuable insights. Sending personalized follow-ups shows genuine care. The 'Ford' method helps in remembering client details. Creating a community around your service fosters loyalty. The evolution of customer service terminology reflects industry growth. Memorable experiences can significantly impact customer loyalty. Secret Service techniques can differentiate your business. Chapters 00:00Welcome and Introduction to Customer Experience 01:11Building Personal Connections with Clients 05:21Understanding Client Goals and Interests 09:41The Importance of Data Entry and CRM Systems 14:14Creating a Community Through Customer Relationships 21:49The Evolution of Secret Service to Customer Service Revolution Links Six Reasons Your CX Plummets When Your Business Skyrockets, and How to Fix It: https://thedijuliusgroup.com/download-reasons-your-customer-experience-plummets/ Customer Experience Executive Academy: https://thedijuliusgroup.com/project/cx-executive-academy/ Employee Experience Executive Academy: https://thedijuliusgroup.com/project/exea/ Interview Questions: https://thedijuliusgroup.com/resources/ The DiJulius Group Methdology: https://thedijuliusgroup.com/x-commandment-methodology/ Experience Revolution Membership:  https://thedijuliusgroup.com/membership/ Schedule a Complimentary Call with one of our advisors:  tdg.click/claudia Secret Service Blog:  https://thedijuliusgroup.com/secret-service-turns-20-and-the-dijulius-group-is-born-with-superior-customer-service-as-the-single-biggest-competitive-advantage/ Subscribe We talk about topics like this each week; be sure to subscribe wherever you listen to podcasts so you don't miss an episode.

Welcome back to the Empower Her Business Accelerator Podcast — the space where ambitious women get the strategy, encouragement, and tools they need to build businesses that thrive. I'm your host, Philippa Chandler, and this episode is a must-listen for any entrepreneur who's ready to grow a meaningful, mission-driven brand — without sleazy sales tactics. Today, I'm thrilled to welcome Liz Hansen, owner and photographer behind Chicago Boudoir Photography, the Windy City's premier boudoir studio. Liz is so much more than a photographer. She's a bold businesswoman who built a thriving company rooted in confidence, community, and smart systems. She's been featured on TEDx, NPR, and more, and in this episode, she's pulling back the curtain on how she attracts her dream clients, builds trust, and automates with heart. Whether you're a solopreneur building from scratch or a CEO scaling a team, Liz's approach to storytelling, tech tools, and intentional messaging will help you rethink how you sell and serve — while staying rooted in your mission. ⏱️ Episode Breakdown (00:00) Welcome + Guest Intro (01:00) Liz's journey from wedding photography to empowering boudoir (03:00) What boudoir photography really is (and why it's so transformative) (04:00) Creative marketing without relying on sexy visuals (05:00) Creating experiences vs. selling a product (06:00) How Liz uses in-person events and gift bags to build trust (08:00) Why female-only networking events matter for the right pitch (09:00) How Liz grew a Facebook group that now brings in 50% of her business (11:00) Tips for platform-specific engagement that actually works (14:00) The power of showing up authentically — and repelling the wrong audience (15:00) Balancing community building with strategic sales (17:00) What to send new contacts: phone calls, Facebook groups, or both? (18:00) Exclusive group-only content and behind-the-scenes bonuses (20:00) How automations helped Liz scale her high-touch business (24:00) Using systems to become more human, not less (29:00) Positioning your brand as small-but-personal in the inbox (30:00) Finding your deeper mission beyond making money (32:00) Why you are the secret sauce in your brand (34:00) How to connect with Liz and get free empowerment resources

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

Can you build a billion-dollar brokerage by saying “no” more than you say “yes”? In this episode of the Real Estate Excellence Podcast, Tracy Hayes welcomes Corey Hasting. Corey opened his first Engel & Völkers shop in Jacksonville Beach on April 30, 2018. Since then, Corey has opened 3 additional shops located in Amelia Island, the Beaches Town Center and St. Johns Florida. Since opening Corey has recruited over 80 top producing advisors who should sell more than $700,000,000 in volume and over 1500 transactions in 2021. Corey has been awarded countless awards since opening the Jacksonville franchise including being a member of the class of 2020 for the prestigious 40 under 40 list by the Jacksonville Business Journal and in 2021, Engel & Völkers Jacksonville, under Corey's leadership was awarded the 12th fastest growing company in Northeast Florida and the #1 fastest growing Real Estate brokerage by the Jacksonville Business Journal. Corey fosters a high-performance culture, the non-negotiables he upholds in agent recruitment, and how technology—especially AI—is being used to empower advisors. From managing listings that linger to creating scalable systems that support both agent growth and work-life balance, Corey offers a masterclass in leadership and vision in modern real estate. If you're a broker, team lead, or top producer stuck at a ceiling—this episode is your breakthrough.   Highlights: 00:00–12:13 Building the Foundation & Elite Brokerage Culture Corey's leadership values: humility, curiosity, and discipline From D1 athlete to award-winning broker Reaching just under $1B in sales with 136 advisors Engel & Völkers' reputation in luxury and international markets Establishing high standards for culture, production, and full-time commitment 12:14–25:47 Market Dynamics, Pricing Challenges & Seller Education Shifts in market behavior and seller psychology Empowering agents with data-driven listing conversations Cash buyers regaining leverage post-COVID Listing strategy adjustments in high-supply neighborhoods Creating structure and confidence around value and negotiation 25:48–38:59 Elevating Agent Performance Through Systems & Support Transitioning agents from $6M–$15M with backend support Exclusive in-house marketing and TC team models Time-saving tools that boost daily productivity High agent engagement in training and meetings 89% of agents grow production in 6 months 39:00–50:52 Culture-Driven Recruiting & Strategic Growth Vetting for cultural fit before adding new agents Turning down high-volume producers to preserve standards Competing through support and service—not splits Reinvesting profits into systems over headcount Organic team growth via pride and internal referrals 50:53–01:03:59 Leadership Evolution, Vision & Self-Discipline Lessons from launching a brokerage at 27 Milestones to $300M, $500M, and the $1B target Balancing ambition with appreciation for the journey Vulnerability and personal growth as a founder Mental discipline from sports background applied to real estate 01:04:00–01:13:31 Tactical Advice for Brokers & Long-Term Impact Mastering recruiting, value proposition, and vision setting Full-service vs. capping model decisions Why enjoying the wins matters more than just chasing them Redefining success as impact, not income How broker support creates ripple effects across agent careers Conclusion   Quotes:  “Technology is useless if you don't know how to use it or where to find it.” - Corey Hasting “If you're not using some sort of AI, you're falling behind pretty quickly.” - Corey Hasting  “Not every business is good business—sometimes you have to say no.” - Corey Hasting  “People buy people before they buy product—this is a customer service industry first.” - Corey Hasting   To contact Corey Hasting, learn more about his business, and make them a part of your network, make sure to follow him on Instagram, Facebook, and LinkedIn.   Connect with Corey Hasting! Instagram: https://www.instagram.com/corey_hasting Facebook: https://www.facebook.com/corey.hasting.3 LinkedIn: https://www.linkedin.com/in/chasting/   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    If you want to build your business and become more discoverable online, Streamlined Media has you covered. Check out how they can help you build an evergreen revenue generator all powered by content creation!   SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #CoreyHastings #EngelVolkers #LuxuryRealEstate #JacksonvilleRealEstate #BrokerLeadership #RealEstateTech #AIInRealEstate #TopProducerMindset #RealEstatePodcast #BrokerageSuccess #RealTrends #RealEstateRecruiting #RealEstateStrategy #MarketMastery #ListingTips #RealEstateCulture #TopAgentSupport #BrokerTips #TeamGrowth

Show Notes: Joe O'Mahoney is a part-time professor of consulting at Cardiff University and  a leading authority on the growth and sale of boutiques and small consultancies. He has spent 20 years researching consultancies and interviewing hundreds of owners and senior leaders. He has developed a growth drivers model, which includes factors like leadership quality, client relationships, and market positioning. He conducts benchmark surveys and interviews with leadership teams and clients. Joe then conducts a SWOT analysis, and estimates the valuation of the firm. He helps the owner satisfy their equity goals, and pull the levers. Joe typically focuses on two to three priorities each year to drive up the firm's growth. He shares three key factors in leadership and team management that are crucial to a successful scale up. Building a Sales Team for a Boutique Consultancy Joe explains that, in the long term, building a competent sales team is crucial for a firm's valuation. This involves promoting, training, mentoring, rewarding, and recruiting sales capabilities. A culture that puts sales first should be complemented by a competent system that listens to sales calls and introduces new hires. This will help build a pipeline of capable sales people in the future. In the short term, implementing these strategies can improve marketing efforts. It is important to consider how your value proposition is translated into marketing themes and content, as well as the frequency and visibility of these posts. It is crucial to ensure that marketing efforts are effective and aligned with the company's goals.  Challenges of Scaling a Business Joe discusses the challenges of scaling a business, particularly for those with a two to 3 million revenue mark. He suggests that firms need to focus on their signature service, which is high value, high growth, and can cross-sell. Marketing algorithms reward clarity in these areas, leading to better value propositions, marketing, and themes. This clarity allows firms to build intellectual property (IP) and increase margins. Once sales, project margin, or EBITDA are reached, firms can decide on additional products to sell alongside their existing offerings, such as parallel products, cross-selling services, or follow-on services. By building a logical sequence of events, firms can achieve high-quality revenue. The Importance of IP in Scaling Consulting Firms Joe shares an example of a firm that focused on a manual approach to cloud consultancy. However, when breaking down their service lines by revenue, the company realized that they should change their focus. In terms of branding and content, Joe explains that buyers are interested in the past growth, future growth, and margin of the firm, but they also want a marketing machine that generates clients, and an architecture of sales that generates high-quality leads.  Joe explains that IP is a top priority for buyers, including the quality of the leadership team. This includes delivery IP, marketing IP, thought leadership, website design, and content. LinkedIn is an interesting example, as due diligence is starting to reveal its influence on a firm's success. Valuation and Growth Trajectory Valuation is a crucial factor for buyers and private equity, as they are interested in the future value of the firm. A healthy growth trajectory is essential, and a machine that can push up the multiple is preferred. Joe explains that it is often better to focus on building the architecture that will allow you to improve your multiple, rather than focusing on increasing your profit margin. This can be achieved by implementing a PSA system, CRM system, training people, and building out IP. However, it is difficult to drive up the multiple quickly, as everyone is talking about margin all the time. It is important for buyers to consider the firm's potential for growth and profitability before making a decision. Joe talks about the EBITDA and how it should be approached. The conversation turns to the treatment of owners' compensation and how it is recalculated during the sale process. He explains that if a board member is preparing a company for sale, Joe's  fee is taken out, and if a founder is paying themselves in dividends to improve profits, the EBITDA is adjusted accordingly.  Employees and Recruiting Talent for Boutique Consulting Firms Joe discusses the importance of recruiting and training employees to provide better value to clients and charge more. He suggests that consultancies operate in two markets: the market for clients and the market for employees. Boutique consultancies often struggle to recruit decent consultants due to the lack of brand recognition and value proposition. To attract the right people, consultancies need to have a clear value proposition for both clients and employees. This includes a clear cultural side of the company, clear values, and clear due diligence rules. The architecture behind this includes competencies, promotions, training, and mentoring. Buyers of Consulting Firms The typical buyers of consulting firms are typically strategic and industry buyers, who have a gap in their offerings. Private equity has become more involved in the market, accounting for 55% of purchases of consulting firms, including private equity-backed strategic buyers. This shift has led to a growing number of non-consultancies seeking to develop consultancy arms, accounting for about 15% of purchases. The Boutique Leaders Club for Consultants Joe shares information about  IP aspects he provides to his clients. He runs the Boutique Leaders club, a group of about 40 owners of consultancies above the 5 million revenue mark. Joe gives them access to 250 bits of IP. This includes competency frameworks, succession plans, and training on business development. The group can also conduct benchmarking surveys twice a year, tracking progress and creating plans for the future. The Boutique Leaders club also offers training materials, both online and face-to-face, to help firms prepare for the selling process, such as finding the best corporate advisor, selecting the right lawyers, and preparing for the selling process. Joe's Engagement Model with Consulting Firms Joe also shares his engagement model with consulting firms, which includes three ways: Board Advisory, as part of his leaders club, and one-off projects. He typically works with clients on a monthly basis, with a focus on value proposition, business development, and marketing. His clients are mostly UK-based, with three US clients and some in Western Europe. He left corporate consulting due to his dislike of managing people, and he is currently the bottleneck to his own firm. He has worked with some good ex-CEOs but struggles with quality of revenues. Bachman asks O'Mahoney to share his website and LinkedIn profile, and he appreciates the opportunity to discuss his experiences and insights on the industry. Timestamps: 01:59: Joe O'Mahoney's Consulting Services  03:48: Diagnostic Process and Growth Drivers Model  05:35: Improving Performance and Leadership Development  09:37: Building a Sales Architecture and CRM Systems 16:36: Intellectual Property and Digital Marketing  28:20: Recruiting and Developing People 34:45: Typical Buyers and Market Trends  37:46: Joe O'Mahoney's IP and Engagement Model  Links: Website: https://joeomahoney.com/ LinkedIn: https://www.linkedin.com/in/joeomahoney/?originalSubdomain=uk Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.    

Send Rita a text with your thoughts!Get access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776Join us at Summer Camp at Sea: https://summercampatsea.comSign up for the 3rd Annual Travel Tech Audio Summit: https://takethehelm.thrivecart.com/travel-tech-audio-summit/Oops I did it again!  I don't mean to have such lengthy episodes, but here we are again :)I'm sharing many of my favorite tech tools that cam help market your travel business. Technology helps you save time, stay organized, automate processes, and make informed decisions based on data - all while giving you a competitive advantage in today's digital world. I'll walk you through essential tools for gaining visibility (like Google Business Profile and Calendly), connecting with clients (through email platforms like MailerLite and social media schedulers), and converting prospects into paying customers. Whether you're just starting out or looking to streamline your existing systems, these affordable tech solutions will help you work smarter, not harder.Questions this episode answers:What technology tools are essential for travel business marketing?Which email marketing platforms work best for travel businesses?What free and paid marketing technology solutions are available for travel entrepreneurs?How do CRM systems benefit travel agencies and independent advisors?Which social media tools help travel businesses increase their visibility online?What technology can improve client relationships and booking conversions for travel advisors?Which scheduling tools are most effective for travel business consultations?---------------------------------------------------------------JOIN the Cruise Content Library: https://programs.steeryourmarketing.com/products/courses/view/1166776JOIN Marketing Business School:https://programs.steeryourmarketing.com/products/courses/view/1117728Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

In this episode of the I Do Wedding Marketing Podcast, I'm thrilled to sit down with Amy Gould, a certified Dubsado specialist and HoneyBook educator, to talk about all things systems, automations, and CRM strategies tailored specifically for wedding professionals. Amy shares how her unexpected pivot from HR to becoming a CRM expert began during the pandemic, and how her passion for streamlining and simplifying led to a full-blown business supporting creatives like us. We dive into the unique needs of wedding pros, from the long booking cycles to the seasonality of our work, and how the right CRM—like Dubsado or HoneyBook—can completely transform the way we manage clients, follow-ups, invoices, and all those tiny details that can otherwise slip through the cracks.If you've ever felt overwhelmed by admin tasks, or if you're still piecing together workflows with sticky notes and spreadsheets, this episode is your permission slip to embrace automation without losing that personal, heartfelt touch that sets your service apart. Amy walks us through how to create a high-touch client experience that feels thoughtful and customized, while still being scalable and efficient.Now is the perfect moment to invest in systems before the wedding season really ramps up. Whether you're a seasoned pro or still building your brand, you'll walk away from this episode with real insights into how CRM tools can give you your time back and help you grow your business with confidence and ease.Follow Amy Gould:Website: https://amysgould.com/Instagram: https://www.instagram.com/amyspearson_/Facebook: https://www.facebook.com/amy.s.gouldFollow the Host, Nina Addeo: Website: https://www.idoweddingmarketing.com/Instagram: https://www.instagram.com/idoweddingmarketing/Email: hello@idoweddingmarketing.com

Du denkst, Kundenbindung ist kompliziert? Man braucht kein großes Budget oder ein aufwendiges CRM-System, um Kund:innen nachhaltig zu begeistern. Oft sind es die kleinen Dinge, die den größten Eindruck hinterlassen. In dieser Podcastfolge zeige ich dir,

Are you losing money by not following up with potential enrollments? A CRM system can be a game-changer for keeping your child care center full. In this episode of the Child Care Genius Marketing Podcast, Brian Duprey breaks down why a CRM system is a must-have, how it automates follow-ups, and how data insights can improve your tour conversions. Tune in to learn how the right CRM can boost your marketing and maximize your revenue! Mentioned in this episode:   GET TICKETS to the Child Care Genius LIVE Conference: https://bit.ly/ccglive25   Need help with your child care marketing? Reach out! At Child Care Genius Marketing we offer website development, hosting, and security, Google Ads creation and management, done for you social media content and ads management. If you'd rather do it yourself, we also have the Genius Box, which is a monthly subscription chock full of social media & blog content, as well as a new monthly lead magnet every month! Learn more at Child Care Genius Marketing. https://childcaregenius.com/marketing-solutions/  Schedule a no obligation call to learn more about how we can partner together to ignite your marketing efforts. If you need help in your child care business, consider joining our coaching programs at Child Care Genius University. Learn More Here. https://childcaregenius.com/university     Connect with us:  Child Care Genius Website Like us on Facebook Join our Owners Only Private Mastermind Group on Facebook    Join our Child Care Mindset Facebook Group Follow Us on Instagram Connect with us on LinkedIn Subscribe to our YouTube Channel Buy our Books Check out our Free Resources

Points of Interest00:51 – 01:29 – Introduction to Henrik Becker: Marcel introduces Henrik Becker, an expert in agency coaching, EOS implementation, and CRM systems, now leading Rev Hops to improve agency sales and marketing systems.01:30 – 02:13 – Henrik's Career Journey: Henrik details his evolution from systematic marketing in 2010 to specializing in CRM platforms like Salesforce and HubSpot, emphasizing management systems for success.03:42 – 04:48 – Aligning CRM with Operations: Marcel and Henrik stress that CRMs and operational tools should address fundamental business issues, adopting a first-principles approach to technology.04:49 – 07:04 – Common CRM Problems: Henrik identifies signs of ineffective CRM use, such as Excel dependency, poor adoption, and data inaccuracies, which undermine sales and marketing efforts.09:18 – 11:24 – CRM Implementation is a Process, Not an Event: CRM implementation requires ongoing adjustments as the business evolves, rather than being treated as a one-time project.11:25 – 13:16 – Steps for a Successful CRM Setup: Henrik outlines a structured CRM setup approach: align on the problem, document processes, define requirements, design solutions, and implement incrementally.16:06 – 18:24 – Focus on Simplicity and Quick Wins: Starting with a simplified CRM setup to deliver quick wins builds momentum, avoiding over-engineered systems.18:25 – 20:42 – Avoiding Operational Complexity: Henrik and Marcel advise against overly complex systems, advocating for implementations aligned with team capabilities.20:43 – 23:08 – Agile vs. Waterfall in CRM Implementation: Henrik critiques improper Agile usage in CRM projects, recommending clear planning and incremental adjustments over chaotic trial-and-error.23:09 – 25:13 – Adapting to Change: Successful CRM implementations require regular updates to keep systems relevant and aligned with business evolution.29:24 – 32:08 – Marcel's Choice to Build at Scale: Marcel shares his decision to scale Parakeeto, balancing cash flow, risk, and long-term enterprise value.36:06 – 38:54 – Final Words of Advice: Henrik emphasizes prioritizing processes, accountability, and alignment before choosing or changing a CRM system, as software is secondary to clear operations.Show NotesConnect with HenrikLinkedInRevHopsLove the PodcastLeave us a review here.

Send us a textIf you're in the market for CRM systems or MarTech suites, identifying the top solutions is essential but can quickly become overwhelming. Many CRM products look alike in their marketing claims, yet they differ widely in functionality and fit for specific business needs. This guide zeroes in on best-of-breed CRM systems—standalone platforms with independent data models designed to support a full range of customer-facing operations. These systems excel in managing sales, marketing, and customer service workflows while also addressing industry-specific processes that set them apart in the market. Choosing the right CRM requires a clear understanding of how each system aligns with your organization's unique goals and operational priorities, ensuring a solution that drives long-term value.In this episode, our host, Sam Gupta, discusses the top 10 CRM systems in 2025. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

In this episode of the OpsStars podcast, Kyle Sosa, Marketing Operations Leader at Etumos, joins Don Otvos to discuss the transition from a traditional lead-based model to a contact-only approach in CRM systems. They explore the benefits, challenges, and best practices for implementing this significant shift in sales and marketing operations.

Jason Wright is a speaker, author, entrepreneur, limited partner real estate investor, podcast host and digital marketing architect with a passion for helping other business owners with their sales funnels. Jason prides himself on his ability to connect with people and speak to them in a language they understand. Jason is able to design successful marketing automation machines all while keeping a positive attitude and sense of humor along the way.   In this episode, we talked to Jason about his switch from corporate America to entrepreneurship and his tips on gaining time freedom, the importance of using CRM systems and where to start, his investment strategies, common mistakes made with CRM systems, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   CRM Systems;   02:11 Jason's background; 05:33 Tips for gaining time freedom; 10:25 The importance of using a CRM system; 13:58 Where to start to create the CRM framework; 17:40 An insight into his investment strategy; 21:02 Common mistakes made while setting up CRM; 24:51 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Trying to do everything himself after building his first business. Digital Resource: Calendly. Most Recommended Book: How to Win Friends & Influence People. Daily Habit: Waking up at 09:00, making coffee, and staring at palm trees under Georgian sunshine. #1 Insight for leveraging a CRM system: Using it as frequently as possible to get better at it. Best place to grab a bite: Any seafood place in Amelia Island, Florida.   Contact Jason: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.