Podcasts about CRM

This episode is all about shifting gears before the calendar flips. I'm pulling back the curtain on what most agents get wrong in the last four months of the year—and how the top producers play a completely different game. If you've ever thought, “I'll just start fresh in January,” this episode is going to challenge that mindset. Because here's the truth: your Q1 closings don't start in January—they start now.I break down the 4 non-negotiables of a winning lead gen plan that will help you finish strong and stack momentum for your best year yet. We'll talk about:Why 25 conversations a day is still the timeless formula for closingsHow to treat daily lead gen as a system (not wishful thinking)Database discipline—turning your CRM from a junk drawer into a gold mineWhy “CEO Mondays” can completely change how you lead your weekAnd I'll share the exact mindset shift that separates agents who stay stuck in hustle mode from CEOs who build machines that generate leads on autopilot.

Curious how technology will redefine fitness? Tune in as fitness industry thought leader Eric Malzone shares his front-line insights after 850+ interviews with fitness visionaries! Discover eye-opening truths on AI, member retention, and industry innovation - all filtered through Eric's experience from gym owner to podcasting powerhouse. Whether you're an operator, trainer, or entrepreneur, this episode delivers actionable trends and practical advice to future-proof your business and inspire your next move in fitness.    Key highlights from the episode: - How AI will transform acquisition, engagement, and retention in the fitness industry - from sales support to hyper-personalized member journeys. - Why future-proofing fitness businesses requires patience, creativity, and upskilling human resources, not just chasing new tech trends. - Specific tools, brands, and strategies Eric recommends, including wearable tech integration, next-gen CRM, and leveraging online reviews for lead generation.   Curious about the future host of Fitness Business Podcast? That's Zoe, the host JT's daughter!   Know the SECRET codeword? Submit it here for the chance to win a $100 Amazon Gift Card!* https://www.fitnessbusinesspodcast.com/codeword    Ready for more: - Become an FBP Insider and get 7 days FREE to start! Learn more on Patreon: https://patreon.com/FitnessBusinessPodcast - Our FREE LIVE online events created specifically for fitness business owners, managers, and coaches who want to sharpen their skills and grow their business - Learn More: https://fitnessbusinesspodcast.com/onlineevents - Leave us a voicemail: https://fitnessbusinesspodcast.com/leave-us-a-voicemail/ - Leave a rating on Spotify or Apple Podcasts: https://fitnessbusinesspodcast.com/review/ Quotes: "AI won't replace coaches and trainers, but coaches and trainers that use AI will replace all the others.” - Eric Malzone "The bread and butter of what we're seeing right now, which is acquisition, engagement, and retention. So acquiring new members, making sure those members are engaged in the services that you provide. And then retaining those members.” - Eric Malzone "Panicking and rushing into things just to be using AI for the sake of AI is not the right thing; we really have to isolate in your specific business and your specific workflow, in your specific situation. Like what is the biggest problem that AI can solve right now, and starting with that." - Eric Malzone Resources: - Become an FBP Insider on Patreon: https://patreon.com/FitnessBusinessPodcast - Fitness Business Podcast's LinkedIn Community: https://www.linkedin.com/groups/9878228/ - Mystery Shopping for Fitness Businesses: https://mysteryshoppingforfitnessbusinesses.com.au/    Our Guest: Eric Malzone, Fitness industry thought leader and podcaster Podcast: https://futureoffitness.co/ LinkedIn: https://www.linkedin.com/in/eric-malzone-8b452a3/ Facebook: https://www.facebook.com/eric.malzone.7 Instagram: https://www.instagram.com/emalzone/ Podcast Collective: https://www.podcastcollective.io/ Podcasting Whitepaper: https://www.podcastcollective.io/podcasting-whitepaper    Merch Sponsor: REX Roundtables - REXRoundtables.com Be a Merch Sponsor - https://fitnessbusinesspodcast.com/merch/   REX Roundtables: Website: www.REXRoundtables.comEmail: Eddie@REXRoundtables.com   REX Roundtables Trusted Suppliers: Matrix: Commercial fitness equipment, technology, and programming. https://www.matrixfitness.com/us/eng Performance Foods: providing turnkey smoothie bar solutions for gyms. https://www.performancefoodcenters.com/ Myzone: monitoring, tracking and enhancing fitness through heart rates. https://www.myzone.org/business MXM Metrics: Analyzing and improving gyms through member metrics. https://mxmetrics.com/ MAX Members: automating member management and engagement. https://www.maxmembers.ai/   Skip to the good part: 00:00 Introduction to the Future of Fitness Podcast 02:55 The Role of AI in Fitness 06:01 Personalization and Member Engagement 08:46 Challenges in the Fitness Industry 12:05 Skills for Gym Owners and Managers 14:59 The Trainer's Perspective on AI 17:51 AI Tools and Technologies in Fitness 21:02 Future Predictions for AI in Fitness 23:42 Conclusion and Key Takeaways   About Our Guest: Eric Malzone is a prominent entrepreneur and thought leader in the fitness industry, with over 15 years of experience at the intersection of fitness, technology, and business innovation. After a successful decade in corporate America, he founded and later sold two thriving gyms: CrossFit Pacific Coast and Lighthouse Fitness. He transitioned from gym ownership to becoming a respected industry analyst and advisor. As the host of the popular Future of Fitness podcast, he has conducted more than 850 interviews with leaders, making the show a go-to resource for professionals seeking to understand emerging trends. Malzone also hosts two other shows, Athletech Unscripted and Fitness Blitz Radio. Eric is the co-founder and CEO of The Podcast Collective, an agency specializing in B2B podcast launches and strategic media placement. His advisory work extends to major brands like F45 and WRKOUT, as well as many smaller businesses, all of which benefit from his forward-thinking insights into the future of fitness and wellness.   About Your Host: Justin "JT" Tamsett is a fitness industry veteran with over 30 years of experience who aims to reduce global healthcare costs by promoting physical activity. Through his company Active Management, he provides business coaching to fitness entrepreneurs, leads 8 REX Roundtables in the US and Australia, and has spoken at over 40 conferences across 23 countries. His ultimate goal is to create a world of opportunity for his daughter Zoe by helping more people move and stay healthy, while empowering gym owners to build successful businesses that contribute to a healthier society   Please note: We only recommend products we care about (affiliate links support our free content). Thank you for your support!

In dieser Folge spreche ich Klartext: Outbound ist nicht tot, aber im Koma. 100 E-Mails, 3 Antworten? 50 Calls, 4 Gespräche mit „kein Interesse“? Willkommen im Jahr 2025.

In this episode, we sit down with Gary Engles, the visionary behind MyGig – a full‑stack affiliate platform that equips business professionals to earn recurring income while delivering every essential service a modern company needs, from tax‑credit optimization and IT security to PEO‑backed HR, CRM automation, financing, credit‑building, and even fractional CMO marketing. Gary's journey is anything but ordinary. He launched a martial‑arts‑based leadership academy at 22, sold it, turned COO of a trading‑education firm, helped multiple companies prep for lucrative exits, and now runs MyGig's “business‑in‑a‑box” ecosystem. He'll share how his 35‑year martial‑arts discipline shapes his leadership philosophy, why staying in your “area of genius” is the ultimate productivity hack, and the exact SaaS tools he wishes he'd had when he first started. If you're a founder looking to streamline operations, boost revenue, or become a certified MyGig reseller, this conversation is packed with actionable insights, real‑world examples, and the secret sauce that lets you focus on vision while outsourcing the rest. Tune in, take notes, and get ready to level up your business—fast. LinkedIn: garyengels Website: www.joinmygig.com Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

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Welcome to another impactful episode, where Keith delivers high-energy insights on entrepreneurship, grit, dealing with setbacks, and the power of faith in business. In this episode, Keith shares raw and relatable stories from his own life and landscaping business, offering listeners actionable takeaways and honest lessons.      "No matter what you're going through or how a customer treats you, it's never, ever, ever admissible or okay to have negative energy with the next customer." - Keith Kalfas     Episode Highlights: [00:00:03] - [00:01:57] | Finding Grit through Hard Times Keith opens the episode reflecting on recent challenges and the importance of grit—that deep inner strength that keeps you moving forward even when discouraged. He highlights the significance of showing up and explains why prioritizing God transformed his approach to life and work. [00:01:57] - [00:04:06] | Launchpreneur Academy & Pushing Through Setbacks Keith celebrates the sixth year of Launchpreneur Academy and underscores the powerful conversations that happen when like-minded entrepreneurs gather. He details the process of scaling his business, implementing systems, hiring a team, and constantly seeking self-improvement. Ad Break: Jobber (Starts at [00:02:45]) Are you tired of juggling multiple hats in your business? With Jobber's AI-powered CRM, you can manage billing, invoicing, reviews, and collect tips—all seamlessly. Try a free 2-week trial and get a huge discount using getjobber.com/kalfas. [00:04:45] - [00:14:25] | Lessons from the Field: Professionalism, Pricing & Handling Disrespect Keith recounts a pivotal client interaction, stressing the power of professionalism, value selling, and never underpricing your work. He transparently discusses the emotional impact of being disrespected by a potential client—and the intense self-control needed not to react emotionally. [00:14:25] - [00:22:18] | Personal Backstory: Rising Above Adversity Keith shares deeply personal stories about his upbringing, struggles with housing insecurity, family loss, and overcoming negative self-talk. He connects these life experiences to developing true grit and the resilience needed to thrive as an entrepreneur. [00:22:18] - [00:32:12] | Bouncing Back: Closing High-Ticket Jobs with Confidence After a setback, Keith shows how to mentally reset and pursue new opportunities with renewed energy. He breaks down a successful $19,500 landscaping job, outlining his quoting process, client communication strategy, and the value of clear, itemized proposals. Ad Break: Footbridge Media ([00:28:09]) Want more clients? Footbridge Media builds high-converting websites and boosts your Google rankings. Visit footbridgemedia.com/keith. [00:32:12] - [00:39:24] | Navigating Project Curveballs & Payment Challenges Keith discusses how unexpected challenges can arise even in well-planned projects. Hear how he handled project delays, difficult payment situations, and communicated with clients to resolve disputes and secure final payments. Ad Break: Equip Expo ([00:34:39]) Join the biggest green industry event in America, Oct 21–24 in Louisville, KY. Save 50% with promo code KEITH50 or visit https://plus.mcievents.com/equipexpo2025?RefId=KEITH50 [00:39:24] - [00:43:38] | Integrity, Gratitude, and The Power of Comparison Keith closes with stories about standing up for yourself, reconciling with clients, and extending kindness even after conflict. He offers practical advice: Honor God regardless of circumstances Avoid negative self-talk Never compare your journey to others—focus on tending your 'own grass' for real fulfillment   Key Takeaways Honor God First - Placing God at the forefront of your life can bring powerful change, guidance, and renewed energy during challenging times. Set High Standards - Hold yourself and your business to high, professional standards with systems, processes, and a strong reputation. Don't Underprice Yourself - Stay firm on your pricing and do not let customers pressure you into lowering your value or disrespecting your expertise. Rediscover Your Grit - Find your motivation and determination when you feel lost or discouraged, and remember your "old self" that crushed it. Control Your Emotions - Even in the face of disrespect, maintain composure, professionalism, and do not let one bad customer poison your mindset.     Connect with Keith Kalfas: Instagram: https://www.instagram.com/keithkalfas/ Facebook: https://www.facebook.com/thelandscapingemployeetrap Website: https://www.keithkalfas.com/resources Youtube: https://www.youtube.com/@keith-kalfas     Sponsors & Promo Links: Jobber: getjobber.com/kalfas — Free 2-week trial & exclusive discount Footbridge Media: footbridgemedia.com/keith — Website & marketing support Equip Expo: Use promo code KEITH50 or visit https://plus.mcievents.com/equipexpo2025?RefId=KEITH50 for 50% off Join the Untrapped Alliance private group: https://www.keithkalfas.com/alliance

Today's show features: Jeff Miller, CEO of Mark Miller Subaru Matt Leone, CEO of DriveCentric This episode is brought to you by: Toma – If your BDC or Service Advisors are buried in calls, it's time for a smarter solution. Toma builds custom AI agents that answer 100% of your dealership's inbound calls and handle tasks like booking service, checking recalls, and scheduling test drives—without tying up your team. Dealers using Toma are saving 30–40 staff hours a week and booking 100+ extra appointments every month. Exclusive for CDG Listeners: Start your no-risk, 1-month free trial at ⁠https://www.toma.com/cdg⁠ DriveCentric – Stop losing leads to slow follow-ups and clunky software. DriveCentric's CRM responds to every lead within minutes, keeps your team organized, and turns more sales into life long customers. Learn more at https://drivecentric.com/ Car Dealership Guy is back with our second annual NADA Party—happening in Las Vegas on Thursday, February 5th. It's the hottest ticket at NADA 2026. Spots are limited and unfortunately we can't invite everyone —so RSVP today at ⁠https://carguymedia.com/cdglive⁠ and we hope to see you in Vegas! Check out Car Dealership Guy's stuff: CDG News ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://news.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Jobs ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://jobs.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.cdgrecruiting.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ My Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ dealershipguy.com

In this episode of the Power Producers Podcast, host David Carothers and co-host Kyle Houck are joined by Joshua Lauer of Lauer Creatives for a deep dive into the world of marketing intelligence. Joshua shares his unique journey from aspiring songwriter to a data-driven marketing consultant. The conversation focuses on the most common and costly mistake B2B companies make: losing marketing attribution as leads move from their website to their CRM. Joshua breaks down the technical solutions for creating a seamless data flow, discusses the complexities of tracking "dark social," and offers his perspective on the practical applications and limitations of AI in marketing analytics. Key Highlights: Fixing the Leaky Funnel: Website to CRM Attribution Joshua Lauer identifies the critical disconnect between marketing efforts and sales outcomes as the most common issue he encounters. He explains how crucial data—like which campaign a lead came from—is often lost as it moves through a CRM, leaving businesses blind to which marketing channels are actually driving revenue and resulting in inefficient ad spend. The Technical Fix: Hidden Inputs and Data Persistence The conversation dives into the solution for lost attribution. Joshua details his method of using hidden form fields on websites to capture UTM parameters and other tracking data. He stresses the importance of ensuring that this data persists as a lead is converted from a Lead to a Contact and then to an Opportunity within the CRM, providing true end-to-end visibility. Navigating Dark Social and Attribution Models David and Joshua discuss the challenge of tracking word-of-mouth referrals and "dark social," which often manifest as an increase in "direct traffic." They also touch on the pitfalls of platform-specific attribution models, like Facebook's aggressive view-through credit, highlighting the need for a critical and nuanced approach to analyzing marketing data. The Practical Role of AI in Marketing Intelligence While AI is transforming many areas, Joshua explains its current role in his field. He sees AI as a powerful tool for content optimization and creating conversational interfaces for data analysis, but clarifies that it cannot yet replace the human expertise required for the complex, business-specific logic of a proper tracking setup. Connect with: Joshua Lauer LinkedIn David Carothers LinkedIn Kyle Houck LinkedIn Visit Websites: Power Producer Base Camp Lauer Creations Killing Commercial Crushing Content Power Producers Podcast Policytee The Dirty 130 The Extra 2 Minutes

Sometimes you have to stop waiting for permission and start building what you know is meant for you. That's exactly what today's guest, Milou Pietersz, did when she realized no one was going to hand her the opportunity she deserved.After being ghosted by every agency she applied to, Milou founded her own marketing agency, Simply Multimedia. In this episode, she shares how she created a values-aligned business that reflects who she is, not just what she does. From her beginnings as a collegiate athlete to her current role as a team leader and strategist, Milou's journey is all about resilience, intention, and staying aligned through every phase of growth.The Unbreakable Business podcast is powered by HoneyBook, the AI-powered CRM platform for anyone with clients. Scale yourself and your business with all your leads, clients, projects, and payments in one place. Use the code PODCAST to get 20% off your first year as a new member.Important sections of the conversation[1:24] From college athlete to independent business owner[6:34] Pushing through imposter syndrome to build a solid team[14:51] Nonnegotiables when you're building a team[17:53] Top tips to succeed on social media right now[20:57] How to land leads through social media[28:53] Don't wait until you're desperate to secure new leads[33:35] Should you create more “unselfish” content?[41: 07] Rapid fire questions[42:53] What does having an unbreakable business mean to you?Resources mentionedGary VeeConnect with the guestInstagram: instagram.com/miloupietersz Website: simply-multimedia.com Hosted on Acast. See acast.com/privacy for more information.

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.

Sometimes you have to get out of your bubble to see what's really possible. Chris just got back from eight unforgettable days in Italy with his brother, and he came home with some powerful lessons. In this episode, we talk about why stepping away from your business might be the very thing that helps it grow, what Ferrari and Pagani can teach us about resilience and risk, and how Europe reminds us to slow down and actually live the life we're building. We also share how we support each other when one of us craves adventure and the other craves roots, and why honoring your truth always pays off. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS The priceless gift of Chris's Italy trip with his brother. How Ferrari nearly went bankrupt multiple times before becoming iconic. Why you can't stay stuck in “good” if you want “great”. Why staying rooted and letting your partner chase their experiences matters. The truth about scheduling the life you want. RESOURCES Join our VIP Mastermind Weekend (only 2 spots left) HERE! Join the 30 Day Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci

MENOS CURSITIS Y MÁS RESULTADOS DE VENTAS Regístrate en el Top Team de Ventashttps://www.detonadoresdevalor.com/topHay ocasiones que por más esfuerzo que hacemos, las cosas simplemente no nos salen bien, y para poder salir de esa mala racha es importante romper el patrón de comportamiento primero, ¡Haz este reset y regresa a romperla en las ventas!LINKS MÁS RECIENTES:¿Te gustaría tener una sesión en vivo conmigo una vez al mes y trabajar en tus ventas? ¡Entra a Detonadores de Valor!https://www.detonadoresdevalor.com/membresia¿No tienes un CRM? Comienza GRATIShttps://aff.trypipedrive.com/3gqeu4o6mi2z Hosted on Acast. See acast.com/privacy for more information.

In this powerful and heartwarming episode of the Millionaire Car Salesman Podcast, Tianna Mick, joined by her powerhouse mother, Karen Bradley, CEO of Dealer Synergy, welcomes another incredible mother-daughter duo, Tiffany Kruzer and Liana Nikel, to the show! “For me, it's just I've watched this amazing empire that my mom has built for herself, and it really motivates me to push myself to succeed." - Liana Nikel Together, these dynamic women share their stories of breaking barriers and building legacies in the automotive industry. From navigating the challenges of a traditionally male-dominated field to embracing mentorship, technology, and modern marketing strategies, they reveal what it takes to thrive and transform the car business for future generations! "People purchase and like people that they know they can trust and building that relationship and not just forgetting about a person after you have had contact with them." - Tiffany Kruzer Listeners will hear first-hand how these mother-daughter teams: Create lasting family legacies in automotive. Balance old-school customer relationships with new-school digital marketing. Overcome obstacles with persistence, self-motivation, and trust. Highlight the power of female representation and leadership in auto sales. This episode is filled with inspiration, strategy, and proof that women are not only thriving but reshaping the automotive world. Whether you're a sales professional, a leader in the industry, or someone looking to create your own legacy, this is an episode you won't want to miss!   Key Takeaways: ✅ The power of mentorship, especially from family, offers a profound support system that can significantly enhance career development in the automotive industry. ✅ Transitioning between generations in the automotive industry highlights the evolution of sales techniques, incorporating both traditional methods and modern technology. ✅ Developing long-term customer relationships is crucial for sustained success and can significantly increase referrals, building a future-proof sales business. ✅ Overcoming challenges as women in a male-dominated industry requires determination and the ability to remain resilient against societal stereotypes. ✅ Legacy creation is about more than individual achievements; it's about instilling values and establishing systems for future generations to succeed and innovate. About Tiffany Kruzer Tiffany Kruzer is a record-breaking saleswoman at Ken Ganley Honda. Her career began in telemarketing and quickly transitioned to the auto industry, where she leverages her exceptional communication skills to achieve astounding sales records. Her journey is marked by overcoming gender barriers, leading her to be featured on the cover of Auto Dealer Monthly!   About Liana Nikel Liana Nikel is a rising star at Medina Buick GMC Cadillac, and daughter of Tiffany Kruzer. Initially a preschool teacher, Liana transitioned to automotive sales, inspired by her mother's successful career. Her approach is centered around building long-term customer relationships!   About Karen Bradley, CEO Karen Bradley is the CEO of Dealer Synergy, specializing in automotive training, branding, and sales strategy. Her career in the automotive industry spans 18 years, marked by a deep commitment to operational excellence and employee development. Notably, she advanced from an intern to leading the company, which was founded by her husband, Sean Bradley.   About Tianna ‘T Got Your Keys' Mick Tianna Mick aka T Got Your Keys, is a significant figure in the world of automotive sales. She has emerged as a vital part of the family legacy at Dealer Synergy, following the footsteps of her mother, Karen Bradley, in transforming the sales landscape.   Unleashing Automotive Success: The Impact of Mother-Daughter Duos in the Industry Key Takeaways: Mentorship within the automotive industry, particularly from family connections, significantly enhances career success and personal growth. Embracing a blend of generational experiences creates a powerful synergy that drives innovation and adaptability in a traditionally male-dominated field. Building a legacy is about continuous influence and active mentorship, crafting a pathway for future generations to thrive in automotive sales and leadership. The Transformative Power of Mother-Daughter Mentorship in Automotive The automotive industry is often perceived as a daunting male-dominated arena, where women have historically faced numerous challenges. However, in the recent episode of the "Millionaire Car Salesman Podcast," an inspiring conversation unfolds. Hosted by Tianna Mick, also known as "T," and featuring powerful industry leaders like Karen Bradley and Tiffany Kruzer, this discussion unlocks the essence of mentorship, generational synergy, and legacy building within the sector. In this lively exchange, Tianna Mick, along with her mother Karen Bradley, CEO of Dealer Synergy, align voices with Tiffany Kruzer and her daughter, Liana Nikel, illustrating the vibrant dynamics involved in navigating and thriving in automotive sales. The dialogue elaborates on how robust mentorship and familial bonds are not only transforming individual careers but reshaping the very fabric of the industry. Karen Bradley highlights the importance of mentorship by stating, "Knowing and understanding that sometimes we don't necessarily want to do things, but we need to do those things is what sets us apart." This mindset is a cornerstone for emerging leaders in the automotive world, emphasizing that consistent actions and demonstrated success pave the way for future improvements. Empowering Women Through Generational Synergy Generational synergy is a force multiplier. As evidenced by Liana Nikel's transition from teaching to automotive sales, where she attributes the shift to observing her mother, Tiffany Kruzer. The blend of past wisdom and modern approaches—an environment Karen and Tiffany have cultivated—is pushing industry barriers. Tiffany reflects on her journey, "At first was in a career when I was doing telemarketing; I noticed I really had a drive to talk to people, and I was good at it." Here, we see the intersection of traditional perseverance with contemporary technology and social integration. The older managerial styles, depicted vividly as Liana recounts experiences at her "old-school" dealership, clash yet ultimately harmonize with the more progressive tactics of their new environment. This fusion represents how the automotive landscape is shifting, driven in part by female leadership and family mentorship. Tianna Mick sheds light on this transformation, recalling her own journey, "When I had that opportunity… I saw that was something that I was pretty good at." Demonstrating that when nurtured adequately, younger generations thrive, bridging traditional practices with innovative strategies. Legacy Building: Creating a Foundation for the Future Through the lens of legacy building, this conversation enriches the understanding of how purposeful mentorship creates lasting impact. Karen Bradley expresses her thoughts on legacy: "I want to leave behind values and good habits for future generations." This notion is reinforced as Tiffany Kruzer shares stories of leading by example, proving that actions over time inspire those who follow. Legacy in the context of the automotive world extends beyond family. It is about empowering a community—through shared knowledge, experience, and opportunity. Tiffany and Karen's support of their daughters not only provides personal insight but sets a precedent within their professional realms. Tianna Mick reiterates this shared mission by pointing out, "Legacy isn't just passed down, it's built together." The significance of actively nurturing relationships within the industry comes through in how Tiffany describes her client interactions. By maintaining connections, she secures repeat business and referrals, embodying the ideal of a professional legacy: "Spending all day with… our children… influences their success and future." The Continuous Influence of Mentorship Across Generations In the web of professional transitions and personal growth, the unifying thread is the family mentorship that transcends simple guidance. As the industry increasingly diversifies, these relationships illuminate pathways for more inclusive and effective leadership. This dynamic dialogue unveils that embracing diverse career perspectives—even those not initially charted by one's own vision—are vital in carving roles for women in automotive spaces. Both seasoned mothers and their ambitious daughters are clear about their mission. For Karen Bradley, it's about demonstrating "that sometimes actions speak louder than words." Meanwhile, Tiffany encourages the next generation to "carry [their] own weather," a metaphor for maintaining inner strength and resiliency regardless of external circumstances. These reflective insights underscore not just a transition of skills or aspirations but highlight a collective ambition for where the future can expand. Ultimately, the podcast crystallizes how integral these family partnerships are to reshaping the automotive industry, emphasizing that success is deeply rooted in the sharing of experiences and continued growth. This episode offers a masterclass in personal and professional development, providing a blueprint not just for ascending in ranks, but for altogether reinventing them for those to come.   Resources + Our Proud Sponsors: The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry with over 29,000 members worldwide. Collaborate with automotive professionals, learn the best industry practices, and connect with top mentors, managers, and sales leaders. Join The Millionaire Car Salesman Facebook Group today! Dealer Synergy: The automotive industry's #1 Sales Training, Consulting, and Accountability Firm. With over 20 years of proven success, Dealer Synergy has helped dealerships nationwide build high-performing Internet Departments and BDCs from the ground up. Our expertise includes phone scripts, rebuttals, CRM action plans, lead handling strategies, and management processes; all designed to maximize your people, processes, and technology! Bradley On Demand: The automotive industry's most powerful Interactive Training, Tracking, Testing, and Certification Platform. With LIVE virtual classes and access to a library of over 9,000 on-demand training modules, Bradley On Demand gives your dealership the tools to dominate every department—Sales, Internet, BDC, CRM, Phone, and Leadership. From sharpening individual skills to elevating entire teams, this platform ensures your people are trained, tested, and certified for maximum success. Equip your dealership to sell more cars, more often, and more profitably with Bradley On Demand!

Discover how eye doctor Christina Zamora started her journey into real estate, becoming a transaction coordinator and closing her first creative deal with the Subto community. Hear how Christina Zamora took action, leaned on community, and built confidence! Connect with Christina: https://www.instagram.com/conciseconnectionstc/ ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Save your Dying Deals with This Method: https://gator.sjv.io/JKX10R ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow

In this one, Chris and I talk fitness, sleep, supplements, and how to keep your body in the game while leading in the restoration industry. Late-night emergency calls, unpredictable schedules, and high-stress jobs can wreck your health if you don't have a plan. We share how morning training, sleep tech, diet balance, and smart supplementation keep us sharp so we can show up strong for our teams and clients. We even dig into creatine for brain energy and the truth about TRT vs. enclomiphene. Thanks for listening, Brandon Key Takeaways [00:04:30] Morning training: 4:15 a.m. alarm = momentum and accountability. [00:06:30] Injury hacks: Train smart with machines/isolation to stay strong under stress. [00:13:50] Creatine boost: 5g for muscle, 15g supports brain energy—huge for long shifts. [00:18:30] Sleep tech: Pod covers, less caffeine/screens, smarter wake-ups for recovery. [00:26:50] Diet freedom: 1g protein/lb, meat + fruit, and guilt-free “when in Rome” meals. [00:34:20] Hormones: Low T? Get labs. Options from enclomiphene to TRT explained. [00:45:30] Energy hack: Exogenous ketones give clean focus without the crash Did you know... Only 30% of businesses listed for sale actually find a buyer? Even more striking, just 10% of those sell for the price their owners anticipated or higher, meaning only 3% of all business owners achieve their desired sale price. By focusing on understanding and enhancing your enterprise value, you can significantly boost your chances of joining that successful 3%. Business Health & Value Assessment Start Assessment Know Your Enterprise Value. See Your Potential Gaps. Complete this assessment in less than 15 minutes and receive a free assessment for your business that includes: A Lite Valuation Of Your Business Your Value Multiplier Per Your Industry Health Assessment Per Our PYB Methodology Business Value & Growth Roadmap Tailored For You Value Acceleration Strategies Spotlight on Floodlight: Your Secret Weapon for Sales & Scaling This isn't a paid plug. It's real talk from the front lines. If you've ever thought, “How do I get a VP-level sales leader or even a sales team without hiring full-time?” Floodlight has the answer. Fractional Sales Leadership They act as your outsourced VP of Sales, taking full responsibility for training, managing, and growing your sales team. No six-figure hire needed. Clients often close 20 to 50 percent more deals within six months, thanks to data-driven coaching, CRM setup, scripts, and performance reviews.More at floodlightgrp.com/sales Commercial Sales MasterCourse A self-paced, video-driven B2B sales course designed specifically for restoration teams. Perfect for building commercial revenue and getting free from TPA handcuffs. Covers mindset, prospecting, pipeline building, LinkedIn lead generation, and includes a $250 discount with code SALESBOOST.Details at floodlightgrp.com/courses Tailored Consulting & Coaching Floodlight's Propel Your Business methodology offers a full-circle roadmap: financials, sales, marketing, leadership, recruiting, productivity. All built for contractors. These aren't “life coaches.” They're former restoration owners who've lived the chaos and know how to scale out of it.Explore more at floodlightgrp.com Live Training, Tools & Strategic Partnerships Floodlight also delivers live onsite and virtual training, keynote speaking, and leadership tracks covering operations, project management, and strategic growth. Bonus: They've vetted tools like Xcelerate, Liftify, and Sureti. Floodlight clients get access to exclusive discounts on tech that actually moves the needle.See all partnerships at floodlightgrp.com/partners Why it matters for you as a listener You don't need to figure this stuff out alone. If you're serious about sales growth, operational clarity, exit readiness, or leadership development, Floodlight is already helping folks like you scale smarter. And you get it from industry insiders. People who've sat in your chair, survived the fires, and built systems that actually work.

Team, storytelling, and systems are the three levers that can unlock sustainable growth. In this special episode with our VIP Mastermind guests, Lia Garvin, the “team whisperer” who helps founders build high-performing cultures, Ashley Mansour, founder of Writing Coach LA, who helps entrepreneurs turn their story into a credibility-building book in 90 days, and Dr. Kelly Alhooie, founder of PelviBiz, who transforms skilled practitioners into profitable business owners with scalable systems. We dive into weekly rituals that elevate leadership, book frameworks that turn readers into clients, and the operational habits that increase both confidence and revenue. Tune in to learn what it really takes to scale with purpose and lead with authenticity. This episode is part of a sponsored collaboration, brought to you in part by today's guests. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS 00:00 What is a Team Whisperer? 03:00 How do you help teams prevent burnout and avoid quiet quitting? 06:15 Common problems in small and big teams. 09:30 Why leaders resist delegation and how to overcome it. 13:15 How to make yourself irreplaceable in the age of AI. 17:15 Why scaling starts with your team, not your marketing. 21:00 How did you build a 7-figure coaching business from scratch? 28:00 Why everyone has a story (and why audiences want YOUR origins). 34:15 The biggest myth about writing a book. 40:30 Can you really write a book in 90 days? 45:30 Advice for entrepreneurs and aspiring authors. 48:30 The #1 thing medical entrepreneurs need most. 54:15 Kelly's non-negotiables to grow sustainably. 57:00 How to raise standards without losing your team. 01:04:00 Why medical professionals often lack communication training. RESOURCES Get Lia's FREE Tool HERE! Learn more from Lia Garvin HERE! Listen to Lia's The New Manager Playbook Podcast HERE! Get your copy of Ashley's The Author Success Code HERE! Connect with Dr. Kelly Alhooie on Instagram for her FREE Kickstarter Kit. Join the 30 Day Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Lia: @lia.garvin Follow Ashley: @ashleymwrites Follow Kelly: @pelvibiz

Meet Tesha McCord Poe

Are you actually using the real words your clients are typing into Google when they're searching for a photographer like you? In today's episode, I'm showing you a simple tweak you can make to your contact form that helps you discover the exact keywords your clients are already using to find you.This small backend shift in your CRM (like Dubsado or HoneyBook) can completely transform how you approach blogging, YouTube, and podcasting—because you'll finally have client-driven keywords to use in your content marketing. And the best part? It's 100% organic marketing. No ads required.Whether you're a family photographer or a creative small business owner, you'll walk away from this episode with a practical strategy for:Capturing the exact search terms your clients use when they find you onlineOrganizing those keywords in a project management tool (like Trello)Repurposing client-driven keywords into long-form content for SEOBuilding a sustainable marketing system that doesn't rely on paid adsUsing your contact form as a hidden goldmine for SEO researchRead the entire blog post or watch the whole YouTube video HEREResources & Links Mentioned In This Episode▸ The Essential Launch Email Checklist (FREE) → https://systemsandworkflowmagic.com/emails-needed-for-a-launch▸ Dubsado (get 30% OFF with this link!) → https://systemsandworkflowmagic.com/dubsado-coupon-code▸ Shoutout to Kara Duncan of The Kara Report → https://thekarareport.com/Connect with Dolly DeLong Education

Global Vice President of Commercial Excellence Yujing Liu is here to share her compelling journey, insights, and strategies that have led to a distinguished career at Solmax. We engage in a lively discussion about how geosynthetics are revolutionizing sustainable construction, reducing reliance on traditional materials like concrete. Yujing's story is one of resilience and growth, as she conquered language barriers and self-doubt to excel in her global role. Her experiences provide a roadmap for anyone eager to cultivate confidence and curiosity to achieve professional success. Our conversation takes us through the adventurous landscapes of early career transitions, highlighting the unexpected growth that comes from embracing challenges. From moving from Shanghai to France without knowing the language, Yujing exemplifies how viewing mistakes as opportunities can foster personal development. We underline the significance of building trust and human connections in unfamiliar environments, and how blending analytical skills with relationship-building can create a vibrant and cooperative team dynamic. These lessons are crucial for anyone navigating career changes and seeking effective ways to connect with new teams. Leadership and CRM systems take center stage as we explore the art of motivating sales teams and transforming perceptions of technology. Balancing ambition with realism, we discuss how empowering team members can unlock their full potential and achieve collective goals. We also address the evolution of CRM systems — once seen as a burden, now a valuable tool for uncovering opportunities and enhancing customer relationships. With insights into improving CRM's analytical capabilities, this episode offers a comprehensive look at the essential elements driving success in today's dynamic business environment. Connect with Solmax and tap into additional resources through their website or LinkedIn. Yujing Liu is the Global Vice President of Commercial Excellence at Solmax, where she leads strategy, processes, and tools to drive profitable growth across the company's worldwide operations. She partners with regional and functional leaders to strengthen sales effectiveness, optimize pricing, and enhance customer experience, ensuring commercial teams are equipped to win in competitive markets.   Quotes: "Curiosity is my secret weapon; by constantly asking 'why,' I've found better ways to do things and unlock new opportunities." "Embracing challenges and viewing mistakes as gifts have been pivotal in my career journey. It's through setbacks that we often learn the most." "Confidence can be nurtured over time. Even if you weren't born with it, you can cultivate it through practice and self-reflection." "Building trust in unfamiliar environments is crucial. It's not just about presenting data but about forming human connections."   Links: Yujing's LinkedIn - https://www.linkedin.com/in/yujing-liu-66a32b10/ Solmax - https://www.solmax.com/us/en Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ 

Today we break down why “influencer marketing” (renting audience) is losing to creator-based marketing (renting skill at making viral content) — and how to run it like a system. Guest Robert Lukoszko, founder of Stormy AI, shows how their agent finds creators, pulls contacts, sends DMs/emails, follows up, and even negotiates packages before you step in. We get tactical on budgets, pricing, UGC hiring, TikTok vs YouTube strategy, measurement, and building a compounding “surface-area” of content across the web. Brought to you by Graphed.com — connect your data, ask in plain English, ship shareable dashboards.GuestWebsite: stormy.ai Robert Lukoszko — LinkedIn: linkedin.com/in/karmedge X (Twitter): @Karmedge What you'll learnCreator vs Influencer marketing: Why FYP-driven platforms reward great content over big followings — and how to “rent” creators' skill instead of their audience.The scalable workflow: Brief → research → outreach (DM/email) → qualify → negotiate packages → handoff to human for final approval.TikTok UGC machine: Hire 1–3 full-time UGC creators posting 2–3 shorts per day; test cheaply, then double down on breakout templates.YouTube packages that work: Three-video bundles over ~6 weeks build trust & lift; use retainers for your top performers.Negotiation scripts that convert: Lead with “Paid collaboration” in subject/first line, anchor on value, and offer volume/retainer discounts.Pricing reality check: Typical UGC test pieces land in the ~$20–$100/video range (many sweet-spot wins at $20–$50) for micro/nano creators; salaried UGC in EU markets often $1–2k/mo part-time depending on output and quality.Compounding effects: Viral videos spawn follower videos; repeated sightings increase creator reply-rates and lower CPAs.Agents as team members: Why modern stacks look like small pods of engineers orchestrating many narrow agents (research, outreach, follow-ups, CRM status, stop-conditions).Chapters & Timestamps00:00:00 — Cold open: “Stop influencer marketing. Start creator marketing.”00:01:17 — Sponsor: Graph.com (AI dashboards from plain English)00:02:26 — Guest intro: Robert (Founder, Stormy AI) + why YouTube/TikTok matter00:03:49 — The pain of manual outreach and why Stormy exists00:05:55 — How Stormy's research agent finds/qualifies creators (views, recency, fit)00:08:15 — TikTok/UGC playbook: daily shorts, test → double down00:10:04 — It's a numbers game: post volume & breakout templates00:12:00 — “Surface area” strategy: AI pulls from the open web; brand search as moat00:15:03 — Validating features with viral demos before shipping00:17:02 — Building in public: rapid iteration with creator feedback00:18:00 — Outreach mechanics: DMs, scraping bios/Linktree, multi-source emails00:20:06 — Copy that converts: lead with “Paid collaboration” + template tips00:21:46 — Scale metrics: ~200 messages/day across rotated inboxes; reply-rate ranges00:23:29 — Brand effects: recognition boosts replies; upfront vs affiliate by stage00:26:01 — Compounding virality: trend templates, creator social proof00:29:03 — Pricing: $20–$100 UGC tests; sweet spot $20–$50; EU part-time $1–2k/mo00:29:53 — Agentic negotiations: packages, volume, follow-ups, human handoff00:31:04 — Guardrails: budget anchoring, stop-conditions, funny “PayPal link” story00:35:05 — Toolbelt of agents: research, outreach, CRM updates, payments, bulk sends00:36:01 — Architecture: many narrow agents > one monolith00:37:51 — Future: fewer humans in the loop; AI influencers; approvals as human role00:39:16 — Can businesses run themselves? Media = growth flywheel00:41:11 — Hiring philosophy: engineer-heavy teams (Gary Tan advice)00:43:46 — Wrap + where to find Robert & StormyPlaybooks & templates (steal these)Outreach subject lines (email/DM first line):“Paid collaboration: {Brand} x {CreatorName} — 3-video package”“Paid promo + affiliate: {Brand} (fast approvals, simple brief)”First message (short DM/email): “Hey {Name} — we're {Brand}, a {1-line what you do}. Paid collaboration: 1 test short this week (${offer}) + option to extend to 3-video bundle over 6 weeks. You keep creative control; we provide brief + examples. Interested? If yes, quick details + rate card?”Negotiation levers: volume (3-pack → 6-pack), multi-month cadence (1/mo), affiliate top-ups on performance, first-video discount, creative templates proven to hit.UGC hiring filter: Look for micro/nano creators (10k–50k) with at least one breakout (e.g., 500k+ views) in your niche; they have the “spark” but are still rationally priced. (Stormy highlights this pattern in search/fit scoring.) Key quotes (pull-ready)“Creator marketing rents skill at making viral content — not just an audience.”“It's a numbers game twice: mass outreach, then mass posting — let the winners emerge.”“Lead with ‘Paid collaboration' so creators instantly know there's budget.”“Templates win. When a format pops, clone it and scale with more creators.”SponsorGraphed.com — Connect your SaaS/GA4/Shopify/data warehouse → ask in plain English → get dashboards & ad-hoc analysis; share with clients or your team in one click. (Free 10-seat trial for listeners — link in description.)

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In this episode of the Investing in Impact podcast, I sit down with Yigal Kerszenbaum, Managing Partner at JFF Ventures, to explore how a mission driven investment fund partners with a national nonprofit to expand access, skills, and quality jobs for working adults.Yigal shares his immigrant journey and why it fuels his commitment to opportunity creation.The conversation covers the structure that aligns JFF's nonprofit mission with a return driven venture fund, the rise of AI in the workforce, and concrete portfolio examples that move people from learning to earning.Jobs for the Future is a forty year old national nonprofit focused at the intersection of education and work. Its North Star is to help tens of millions of adults transition into quality jobs. The organization has deep on the ground expertise, with hundreds of practitioners working across all fifty states and strong relationships with community colleges, employers, and public agencies.JFF Ventures is the investment arm aligned to that mission. It operates as a traditional venture capital fund with an impact thesis, backing founders who build products that increase economic mobility for adults earning less than fifty thousand dollars per year. The fund invests in pre seed and seed rounds, typically with an initial check near five hundred thousand dollars and reserves for follow on.Key takeawaysJFF is a forty year old nonprofit with deep networks in education and workforce, JFF Ventures is its aligned venture fundThe fund backs products that move adults from learning to earning, with a focus on those earning under fifty thousand dollars per yearPortfolio companies like Pace AI, Manifest, and Major League Hacking show the thesis in actionAI can both disrupt and enable, the opportunity is to use it to widen access, lower training costs, and improve job performanceThe structure shares financial upside with the nonprofit, reinforcing the mission as companies scale ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you're launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.

Jody Glidden is the CEO and founder of Postilize, a company focused on reinventing CRM through AI. Before launching Postilize, he co-founded Introhive and served as CEO until 2022, helping raise over $100 million to build the enterprise relationship management category. A serial entrepreneur, Jody previously founded icGlobal, which was acquired by Smartforce, and played a key role in scaling Chalk Media, later acquired by BlackBerry maker Research in Motion. He holds a BBA from the University of New Brunswick and a Master's in Information Systems from Harvard.In this conversation, we discuss:Why traditional CRMs fail to reflect how relationships actually evolve—and how Postilize is addressing that gapHow Postilize handles privacy, hallucinations, and human oversight to stay useful without crossing ethical linesJody's approach to using AI not to replace human connection, but to augment and scale authentic relationship buildingHow relationship intelligence helps sales and go-to-market teams understand who to engage, when, and whyWhy keeping CRMs accurate is nearly impossible without automation and real-time enrichmentWhat Jody learned from building Introhive and why Postilize is taking a radically different approachThe future of CRM as a system of engagement rather than just a system of recordResources:Subscribe to the AI & The Future of Work NewsletterConnect with Jody on LinkedInAI fun fact articleOn How To Manage Enterprise Apps That Support Thousands of Employees for a Rapidly Growing Global Company. 

Join our champion program: mark@themomentumcompany.com Attend a Thriving Leader event: https://www.themomentumcompany.com/thrivingleader2025 Instagram: @the.momentum.company LinkedIn: /momentum-companyIn this episode of the Intentional Agribusiness Leader Podcast, Mark Jewell and the Momentum Company team dive into one of the biggest challenges facing leaders today: creating true buy-in around new systems, processes, and performance expectations. Joined by client Dustin (sales manager at a cooperative), certified coaches Melisa and Denise, and the Momentum leadership team, this conversation unpacks how to align teams, foster accountability, and drive adoption of new technologies.The discussion moves from performance management into the heart of culture change—how clarity, communication, and intentional leadership can transform resistance into ownership.Key TakeawaysClarity Drives AdoptionNew tools like CRMs or performance reviews only work when leaders paint a crystal-clear picture of the desired future state—and connect it to why it matters.Communication Is Non-NegotiableResistance often comes from misunderstanding. Clear, repeated messaging—supported by real-life examples—helps shift attitudes from suspicion to acceptance.Accountability Creates ConfidenceFrom sales call tracking to fleet management systems, transparent accountability builds trust and empowers employees to take ownership rather than feel micromanaged.Timing and Champions MatterRolling out new processes during high-stress seasons leads to frustration. Identify “champions” inside your team who can lead by example and support peers through change.The Power of Clear GoalsImpossible, future-focused goals drive behaviors more effectively than small, incremental ones. Contrast clarifies what to pursue and what to leave behind.Notable Quotes“Nobody needs more check-the-box tasks. Tools should make people better, not just busier.” – Dustin“Communication and clarity were the best things for us—it's not about tracking people, it's about accountability for the fleet.” – Denise“When I tracked my bushels, the CRM became more than a tool—it created friendly competition that drove performance.” – Melisa“A clear goal informs what I do today—and more importantly, what I don't do today.” – Mark Jewell“Contrast is clarity. Sometimes knowing what we don't want helps us lock in on what we do.” Action StepsAudit your communication: Are you explaining not just the what, but the why behind new systems?Identify a team champion who can model and support adoption.Choose the right season for rollout—don't pile change on top of peak workload.Set clear, future-oriented goals that inspire behavior change.Recognize and celebrate wins publicly; handle resistance privately.Listen If You AreA sales manager struggling to get your team to use a CRM or new toolA leader facing pushback on cultural or process changeAn executive seeking to improve accountability without micromanagementAnyone who wants to drive performance by building clarity and buy-in

Episode 168. My favorite day to do closing is on Saturday. My phone notifications aren't going off, there's no traffic, and people are in a good mood. But what happens when questions come up on weekend or after hours closings? Here are my tips.The following link will take you to our Podcast links, YouTube, social media, and email:https://linktr.ee/peaksigningSupporting our sponsors supports the podcast:CRM: https://learn.loansigningsystem.com/masterclass-5998?am_id=derek68631-on-1 Notary Coaching: https://notarysuccesspath.com/coaching-program448866?am_id=derek820Loan Signing System http://loansigningsystem.com/?afmc=3ewComplete Notary Mentorship https://www.loansigningsystem.com/notary-signing-agent-mentorship.html/?afmc=3ewNotaryAct Ejournal https://register.notaryact.com/peaksignings/

Most clinics don't fail because they're bad at treatment—they stall because their tools don't talk. EMR here. Scheduler there. Email somewhere else. A texting app. A CRM you meant to set up “one day.” In the gaps between them? Patients and leads fall through. This week's episode gives you a simple, durable way to fix it—without another fancy platform, without months of setup, and without you doing more. What You're Getting Today The hidden trap: Platform sprawl → missed follow-ups → lost revenue The fix: A single Google Sheet + one “quarterback” to run it How to scale it: SOPs your whole team can follow Your next step: Grab the free Sheet + video walkthrough that can completely transform your follow-up process—and the impact you have with your practice. The Lead Management and Patient Follow-up Tracking Sheet and Training is the same tool I use in my own clinic. It makes it easy to track follow-ups, set timely reminders, and stay top-of-mind with the people most likely to say yes down the road—so no one, and no revenue, slip through the cracks. Grab your copy here. USEFUL INFORMATION: Check out our course: How to answer, “Do you take my insurance?”  

Today's show answers the #1 question in Facebook roofing groups. Everyone has an opinion about CRMs, but who can you trust? Join Dave Sullivan, John DeLaurier, and their guest, Scott Tebay, as they tackle the big question: “What's the best CRM for roofers?”Scott Tebay is the owner/operator of Rainstoppers Roofing, and he's been in the construction industry for almost 20 years. Scott is committed to providing 5-star service to every customer by being professional, responsive, and courteous at every step of the roofing process. Scott hosts the Small Town Roofer Podcast and lives with his wife and two young sons in Marietta, Ohio. What you'll hear in this episode:Understand the WHY of a CRM in light of your entire sales processThe best question to ask: “What problems do I have that I need to solve with a piece of software?”What is a CRM—and why do I need one?What is most important in a CRM?The key that is missing in most CRMs is the communication tool that builds the know, like, and trust factor.Scott's perspective on eliminating company phones for his employeesAccountability for every single team member through a CRMJohn's perspective on the advantages of ProLine regarding speed to lead, customized proposals, and 5-star reviewsAutomated follow-ups let the customer know that you want to work with them. Automations work!Your CRM can help track your KPIs.Scott's take on how a CRM performs a sales manager role for his companyResources:Connect with Scott Tebay: Website, Email, and the Small Town Roofer PodcastResources:Free Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

On today's Daily Windup, I sit down with the founder of Triforce, a company that has been delivering IT solutions for nearly 22 years. What started as an idea with friends turned into a solo journey fueled by excellence, integrity, and hard work. Triforce has grown into a powerhouse in software development, IT staffing, cybersecurity, and systems integration. We dive into how the company sources top-tier talent, adapts to constant changes in technology, and even develops in-house products that compete in both private and government sectors. One of the most impressive highlights is Triforce's customized software solution for the U.S. Army, creating a secure events management platform to control base access. Beyond government contracts, they're also building new innovations in AI, automation, blockchain, and mobile CRM—launching fresh products within the next couple of months. If you're a business owner looking for staying power in government contracting or a tech leader trying to anticipate the next wave of innovation, this episode is packed with lessons you won't want to miss.

In this episode, Mitch and David discuss a little AI, and then get a little heated debate going about whether or not kids should have their phones with them in school. Not ready for a full blown CRM, this is a great option. Build jobs, bids, and invoice straight from the app. TW Job Calculator APPS https://play.google.com/store/apps/details?id=com.tradewinsconsulting.jobcalculator https://apps.apple.com/us/app/trade-wins-job-calculator/id6744992264?platform=iphone Trade Wins by Trading Content https://www.facebook.com/groups/1309829410166761 If you have questions you'd like us to answer, please feel free to email them to AskMitch@MitchSmedley.com Thanks for listening and thanks for sharing! Enjoy the show! If you'd like more insight from Mitch and David, you need to check out Trade Wins. Trade Wins can help you start your business or take your newer business and get it to a very healthy level. For more information about Trade Wins, check out https://www.tradewinsconsulting.com/ FieldPulse is the Official Field Service Management Software of The Void Podcast. Their software is ideal for you and your business. For more information about how FieldPulse can benefit you, check them out here: https://www.fieldpulse.com/book-demo?utm_source=referral&utm_medium=partner&utm_campaign=TheVoid/TradeWins Need a better credit card processor? These guys are it http://empowerpayments.com/TheVoid Contact us: askmitch@mitchsmedley.com david@tradewinsconsulting.com mitch@tradewinsconsulting.com

In this episode, Stephen sits down with Ann Fellman, CMO at Bloomerang, to unpack what's actually happening in charitable giving and how nonprofits can raise more—consistently. Drawing from the latest Giving USA data and Bloomerang's vantage point across tens of thousands of organizations, Ann argues that the “decline in generosity” narrative is a myth.Generosity is shifting, not shrinking, and organizations that focus on relationships, recurring giving, and volunteer engagement are outperforming the sector.“Generosity is alive and well—and growing. When we build genuine relationships and make giving easy, nonprofits raise more.” — Ann FellmanAbout Our GuestAnn Fellman leads marketing at Bloomerang, a nonprofit giving platform that brings together donor CRM, fundraising (online, offline, events, auctions), and volunteer management in one place. Bloomerang's goal is simple: help nonprofits raise more—money, time, and community support—by making it easier to build lasting relationships.Episode SnapshotGenerosity is growing. Individual giving remains the largest slice of the pie and has increased year over year. Don't let negative headlines drive your strategy—follow the data.The “meaty middle” matters. Mid-level and first-time donors can become a predictable revenue engine with a thoughtful recurring giving strategy.Volunteers are super-supporters. Treat volunteer time as an on-ramp to deeper engagement; volunteers often become major donors and planned givers.Planned giving is changing. As the Great Wealth Transfer accelerates and more family foundations adopt spend-down policies, proactive relationship-building is essential.Make it easy to give. Donation page UX and integrated tools can materially lift conversion (Ann cited ~30% conversion lift for customers optimizing with Bloomerang's fundraising tools).Data + empathy = durable growth. Segment by life stage, align asks to donor capacity and timing (yes, market cycles influence larger gifts), and communicate impact clearly.

Ever worked with a leader who treated everything as "urgent" until nothing felt important anymore? In this conversation with Drew Lints, founder of Revflow Growth Partners, Cam and Otis explore the human side of business systems and how the right tools can actually help leaders care for their people better."At the end of the day, we want to accomplish the thing that I was so bad at early on—keeping track of everyone, making sure that they're cared for," Drew explains, revealing how his own leadership journey shaped his approach to CRM and business systems.From discussing the fine line between genuine urgency and manufactured pressure to exploring alternatives to expensive enterprise solutions like Salesforce and HubSpot, this episode offers practical insights for leaders looking to grow without losing the human connection. Drew shares how simple tools—even just an Excel spreadsheet with names and personal details—can transform how leaders engage with their teams and clients.Whether you're scaling a business, leading a team, or just trying to bring more intentionality to your work, Drew's approach to "efficiency creates clarity, and clarity unlocks growth" offers a refreshing perspective on how technology can enhance rather than replace human connection.More About Drew:I help organizations unlock growth by building smarter systems, clearer strategies, and more efficient workflows. As Founder & CEO of Revflow Growth Partners, I bring over 25 years of experience in coaching, consulting, and revenue leadership.My journey began in 1999, leading people, building teams, and driving mission-focused growth. Those years shaped my passion for aligning vision with strategy and creating systems that help people flourish.In 2023, I launched Revflow to scale that mission. Today, we design CRMs, automations, and growth systems that eliminate waste, create clarity, and drive lasting results. I also provide fractional CRO services, helping companies accelerate revenue and scale without the cost of a full-time executive.At my core, I believe efficiency creates clarity, and clarity unlocks growth.#10xyourteam #LeadershipWithHeart #HumanCenteredGrowth #BusinessSystems #TeamEngagement #IntentionalLeadership #EfficiencyUnlocksGrowth #ClarityInAction #SmartWorkflows #LeadWithPurpose #ScalingWithCareChapter Times and Titles:The Technology Struggle Is Real [00:00 - 05:00]Cam's equipment troubles and planning lessonsIntroduction to Drew Lints and RevflowSetting the stage for systems discussionFinding the Balance in Urgency [05:01 - 15:00]The challenge of determining what's truly urgent"I'm always everything is urgent" - Drew's honest admissionHow leaders can better prioritize for their teamsKeeping Track of Everyone [15:01 - 25:00]Drew's early leadership strugglesFrom simple spreadsheets to robust CRMsThe core purpose: making sure people are cared forRight-Sized Tools for Growth [25:01 - 35:00]Alternatives to expensive enterprise solutions"They cost a lot and they have a lot of stuff that as a small business you don't need"Finding the right tool for your specific situationWhen Systems Meet Ego [35:01 - 45:00]The irony of mission-focused leaders getting wrapped up in themselvesHow good systems can keep the focus on peopleBalancing process with purposeConnecting with Revflow [45:01 - End]RevflowPartners.io introductionHow to schedule time with DrewFinal thoughts on creating systems that serve peopleDrew Lintshttps://www.linkedin.com/in/drew-lints-45bb9045/https://revflowpartners.io/

Sick of gimmicky “drawn from a hat” texts and Starbucks gift-card blasts? Your audience is too. In this episode, Michael breaks down the LEADS Method: a human, no-BS reactivation system that's driven 60 - 70% reply rates, closed 17 clients from a dormant list, and added $52K in ARR in days…without sounding like a robot.What you'll learn:Why automation fatigue is killing your reactivation campaignsThe LEADS MethodThe exact “perks” message to start real conversations (copy/paste)How to segment offers so they actually match what people wantedSimple booking closes that fill your calendar (no fake urgency)___________________________________________________________________________________________

Esta semana, Jorge Zamora arranca una nueva serie en “Con Licencia Para Vender” abordando uno de los temas más fundamentales (y a menudo ignorados) por quienes lideran equipos comerciales: los innegociables a la hora de administrar un equipo de ventas. En el episodio #532, descubrirás cuáles son esos límites y principios que todo líder debe definir y defender para formar un equipo de alto rendimiento. Con su experiencia inconfundible y ejemplos extraídos tanto de su vida profesional como de consultorías recientes, Jorge explica por qué el primer paso para mejorar tu equipo es mirarte a ti mismo, y cómo los innegociables —definidos de forma clara y por escrito— pueden transformar la cultura y los resultados de cualquier área comercial.

In this episode of So You Want to Be a Real Estate Agent, Meredith Fogle is joined by Tina, who continues to navigate one of the most challenging buyer markets we've seen in years with professionalism, strategy, and relentless consistency.Tina shares her latest win and opens up about what's really keeping her successful: having more intentional conversations, using her CRM effectively, and leading buyers with clarity, urgency, and confidence. If your buyers are dragging their feet—or if your pipeline is feeling sluggish—this episode is packed with tactical shifts to re-energize your process and re-engage your clients.

You're ready to go all-in on your dream, but someone close to you doesn't get it. Maybe they're questioning your choices. Maybe they're making little jokes. Or maybe they're totally silent when you share your vision. In this episode, I break down how to handle the judgment, fear, or guilt that can come from your closest circle, whether it's your partner, your family, or your friends. I share the six sneaky ways people unintentionally sabotage your growth, how to take your power back, and why their fear is not your responsibility. Get ready to stop waiting for their permission and start building the life you know is meant for you. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS Why the people who love you most are often the ones holding you back. Six ways your inner circle might be sabotaging your dream. The moment I realized I was letting someone else's fear cancel my purpose. What to do when someone close mocks your dream. The mantra that will help you hold your power during hard conversations. How to reframe judgment and show up in your calling. RESOURCES Join the 30 Day Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

When most agents think about increasing their online lead conversions, they picture tech: CRMs, ISAs, AI automations, and endless drip campaigns.  But the uncomfortable truth is, none of it has actually moved the industry's conversion rate. Despite all the shiny new tools, agents are still struggling to turn leads into clients. The real problem isn't the lead source, or the CRM or the tech you're not using. It's your mindset and activity. Too many agents label leads as “bad” because the timeline is longer than they'd like. Too many make one or two attempts, then drop the lead into automation and wait. And too many assume the next CRM or campaign will be the breakthrough.  Buyers don't want better drip emails; they just want more contacts. How can you increase lead conversion without spending more money?  In this episode of Level Up, we unpack the counterintuitive secret to online buyer lead conversion. It's not about better tech, and it's not about finding the perfect lead source.    Things You'll Learn In This Episode  “Bad leads” aren't bad, just mistimed Most leads labeled as bad are really just further out in their timeline. What happens when you stop dismissing long-term leads and start treating them as future clients? Attempts beat apps every time Conversion skyrockets when you commit to 10+ real contact attempts instead of relying on automation. How much money are you leaving on the table by stopping at two calls? Speed to lead closes deals 73% of buyers hire the first agent they speak with. How do you build a system so you're always the one answering first? Real ROI comes from activity, not tech Tech tweaks give you fractions of improvement. Human persistence gives you multiples. Why are agents chasing 0.2% bumps instead of 5x results?   About Your Host Greg Harrelson is a real estate agent, coach, trainer and owner of Century 21 The Harrelson Group. He has been in the real estate business for over 30 years and has been professionally trained by coaches like Mike, Matthew, Tom Ferry, Chet Holmes and Tony Robbins. He is in the top 1% of all Realtors nationwide. His goal is to empower his clients with the information necessary to make sound financial decisions while being sensitive to the experience one is looking for in real estate ownership. The Harrelson Group has been the leading office in the Myrtle Beach real estate market for years and they have recently added a new office in Charleston, SC.   Guest Host Abe Safa is a highly experienced real estate expert with over two decades in the industry. He is a key leader at Century 21 The Harrelson Group, where he specializes in helping clients navigate complex real estate transactions with ease. In addition to his role at Century 21, Abe is a sought-after mentor and speaker, sharing his expertise through seminars and coaching programs to help other agents succeed in the competitive real estate market.   Check out this episode on Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you! 

Send us a textRiccardo Ianucci-Dawson, CEO of £50m Annual Recurring Revenue (ARR) Alto Software Group, joined Anna Clare Harper for this episode.It's hard to get real estate deals done in 2025.With caution, fall-throughs and zombie pricing.So some smart investors are buying real estate businesses.Not just assets.@Riccardo Ianucci-Dawson is CEO of AltoA £50m ARR estate agency CRM powering 25,000 agents.We discussed:How smart investors are growing in 2025Top leadership lessons from raising a daughter with autismWhat he has learned scaling and selling 3 businesses before age 35.P.S. Thanks to Alto, sponsors of this mini-series of The Return.Guest website: https://www.altosoftware.co.uk/ // bit.ly/offer-alto Guest LinkedIn: https://www.linkedin.com/in/riccardoid/Host LinkedIn: https://www.linkedin.com/in/annaclareharper/

Host Justin Tuminowski sits down with Kristie DeLouise to unpack how a former JP Morgan W-2 earner became a creative-finance deal architect—making ~$35,000 by monetizing the same Crystal Beach, TX subject-to Airbnb three different ways. Kristie shares how she and husband John Matland moved from NY to South Florida for “climate & cash flow,” picked up five doors in a year, and then engineered a Texas win: direct-to-agent on Lobster Ave, navigating Hurricane Beryl jitters, a buyer backing out, enforcing a non-refundable EMD, re-marketing through the slow summer seasonality, and ultimately reselling as a subto-of-a-subto to an operator planning a pickleball resort—with private money partners and Gator gap funding. ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/Z6qOyX ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow  

In this episode, Tai Goodwin, Marketing Strategist and CEO at That Marketing Team,* joins Dots Oyebolu to share her journey from teaching to entrepreneurship and the insights she has gained along the way. Known previously as the “Quiz Queen,” Tai explains how interactive tools create deeper engagement, generate qualified leads, and reveal valuable data.Key Takeaways:00:00 Introduction.03:12 Build your email list before launching products and courses.05:28 Use quiz data to qualify and disqualify leads confidently.09:21 Differentiate by delivering value because sales cycles are longer.12:48 Quiz results segment audiences by challenges and demographics effectively.15:39 Grow from inside out by prioritizing quality over quantity.21:00 Two tools, a quiz platform and CRM, run automation.Resources Mentioned:Tai Goodwinhttps://www.linkedin.com/in/taigoodwin/That Marketing Team | LinkedInhttps://www.linkedin.com/company/thatmarketingteam/That Marketing Team | Websitehttps://thatmarketingteam.com/“The Profitable Woman's Playbook” by Tai Goodwinhttps://www.amazon.com/Profitable-Womans-Playbook-Strategies-Business-ebook/dp/B07MPP1YQ2*Since recording the interview, Tai Goodwin has changed companies and is now the Liberation Coach of The Gospel of YouThanks for listening to the “Marketing Leadership” podcast, brought to you by Listen Network. If you enjoyed this episode, leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation. We appreciate the enthusiasm and support from our community. Currently, we are not accepting new guest interview requests as we focus on our existing lineup. We will announce when we reopen for new submissions. In the meantime, feel free to explore our past episodes and stay tuned for updates on future opportunities.#PodcastMarketing #PerformanceMarketing #BrandMarketing #MarketingStrategy #MarketingIntelligence #GTM #B2BMarketing #D2CMarketing #PodcastAds

A conversation with Ben Chiriboga, Chief Growth Officer at legal CRM company Nexl and host of the This Legal Life podcast. Ben shares his journey from a litigator to a legal tech innovator. He recounts how an early e-discovery tool using natural language processing completed in six hours what had taken him six months, leading to an epiphany about the power of legal technology. The conversation delves into the legal industry's historical resistance to technology, prioritizing billable hours over efficiency, and how Ben leveraged his legal experience to transition into a new role in tech. Ben discusses the challenges of building a legal tech company and the critical distinction between a general CRM and one designed specifically for law firms. The episode concludes with a thought-provoking discussion on the impact of AI on the legal profession, focusing on what aspects of law are truly "fundamental" and what new roles and jobs AI will create. Key Takeaways The Power of Tech: Legal tech tools can drastically improve efficiency, as demonstrated by an e-discovery tool that performed six months of work in just six hours. Transitioning Careers: A background in law can be a valuable asset in the legal tech sector, but success requires adapting to new skills like sales, marketing, and growth strategy. The "Why" Behind a Legal CRM: General CRMs are built for sales teams with built-in incentive structures, whereas a legal-specific CRM, like Nexle, is designed to passively collect and enrich data without requiring lawyers to manually input information. The Fundamentals of Law: The human element—relationship building, counseling, and strategic advisory—is the core function of a lawyer that AI cannot replicate. The Future of Legal Jobs: AI's true impact will not be in better-drafted motions, but in the creation of new "legal adjacent" roles and business models that merge legal expertise with technology and data.

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!   In today's episode of the All The Leads Mastermind podcast the call opened with a discussion on how coaches dig into research and track market trends to guide their strategies. From there, Tim, Bruce, Bill, and the other coaches shared tools, case studies, and practical scripts for turning probate, divorce, late mortgage or pre-foreclosure, and aging-in-place properties into dependable deals. They touched on key market indicators like price per square foot, vacancy, and absorption rate, and broke down how to interpret shifting conditions in local markets ranging from Jacksonville to Marin County. The group emphasized the importance of a strong CRM, steady follow-up, and a real estate-focused content strategy that makes use of templates, testimonials, and multiple options for sellers whether that's holding onto a property, pursuing a short sale, or opting for a quick close with clear timelines to set expectations. They also highlighted ways to tap underused lead sources, navigate compliance considerations, and frame offers that balance seller needs with investor goals. By the end, participants walked away with a clear blueprint for building a probate-centered business, sharper insight into market signals, and a call to action to engage peers, put strategies into practice, and track results in the weeks ahead. Key Takeaways:  - Learn a system for consistently tracking probate leads and market data.  - Leverage abatements and timing to negotiate better terms with sellers.  - Build a durable pipeline and follow-up routine to stay top of mind.  - Use absorption rates and price points to forecast market shifts.  - Use client testimonials and education content to build trust.  - Tailor your approach to local market conditions and laws.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #MarketTrends #PipelineBuilding #RealEstateInvesting #LeadGenerationPrevious 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 Playlist Support the show

What if the very thing you're afraid of is the thing that sets you free? On stage at the Powerhouse Women event, I sit down with award-winning entrepreneur and best-selling author Kim Perell to talk about how she built a $100 million business from a $10,000 loan, the mindset that helped her push through rejection, and why sisterhood is the secret to sustainable success. Kim shares about making million-dollar mistakes, the power of the 70% rule, what it really takes to ask for help, and how she mentors rising entrepreneurs (even if they're just one year behind her). Tune in to make faster decisions and trust yourself more. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS 00:00 The $10,000 loan from Kim's grandma that turned into a $235M business. 08:30 Why a bad partnership can cost you money, time, and your peace of mind. 11:45 The Marine-inspired rule to make faster and smarter decisions. 13:45 Tip for making confident decisions even when you don't have all the answers. 15:00 How do you reframe failure from fear into a growth advantage? 22:00 The one year plan mindset to keep you moving forward. 27:30 The right way to ask for help (and what not to do). 34:30 Kim's strategy for taking action even when fear is present. 37:45 Why girlfriends are your greatest safety net. 41:45 The 3 T's Kim looks for when investing. RESOURCES Get your copy of Kim's book “Mistakes that Made Me a Millionaire” HERE! Learn more about Kim's work HERE! Join the 30 Day Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Kim: @kimperell

All year long we've opened each episode with a “Page Breaker Preview” sneak peek from David's forthcoming book. Today, we've stitched those 35 snippets into a single, chronological highlight reel—a mini-audiobook that traces the arc of Rule Breaker Investing: from first principles and habits, through stock-picking traits and portfolio rules, to the capstone ideas that tie it all together. With light context, lots of personality, and a lively tempo, this week's one-of-a-kind episode plays like a curated mixtape of the book's big ideas. It's out next week! Pre-order Rule Breaker Investing: https://www.amazon.com/gp/product/1804091219/ Reactions or favorite excerpts? Write us: rbi@fool.com Host: David Gardner Producer: Dan Boyd Companies mentioned: ADBE, AMZN, AXON, CMG, CRM, ISRG, META, NFLX, NVDA, SBUX, SHOP, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices

Fall is here, which means back to school, football season, crisp apples, and the world's biggest blend of tech conference and music festival: Dreamforce. Now in its 22nd year, Dreamforce 2025 returns to San Francisco on October 16–18, featuring headline speakers like the CEOs of Google and Starbucks, plus musical guests Metallica and Benson Boone.In this week's episode, Jim welcomes Ariel Kelman, President and Chief Marketing Officer of Salesforce, to talk about the power of Dreamforce, what it's like working under visionary founders like Marc Benioff and Jeff Bezos, and why rethinking organizational design with agentic AI at the core is critical for the future. With Salesforce leading the charge in cloud-based CRM and now AI innovation, Ariel shares his unique journey—from his early days at Salesforce, to Amazon Web Services, to Oracle, and back again—offering lessons in marketing leadership at scale.---This week's episode is brought to you by Deloitte.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Meet Trish + Mitch

Some mistakes feel so big in the moment that you wonder how you'll ever recover. Trust me, Chris and I have been there more times than we can count. In this episode, we share the behind-the-scenes bloopers that used to feel catastrophic but actually taught us how to lead, laugh at ourselves, and move forward. Chris losing his cool on camera during one of our biggest courses, the nightmare of me mixing up a guest's name through an entire interview, and even the tech disaster that slipped into our very first podcast episodes. Get ready to laugh, cringe, and learn to reframe your own failures into your biggest teachers. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS The hilarious “Chris fit” that accidentally made it into a paid course. My nightmare interview where I called Natalie Ellis the wrong name. The time Chris thought he was muting coughs, but the recording caught it all. Why embarrassment is part of the process for every entrepreneur. The mantra that keeps us moving. Why your peer group and mentors make or break your comeback rate. RESOURCES Join the Mentor Collective Waitlist HERE! Apply for the VIP Weekend Mastermind HERE! Join the 30 Day Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci

On this week's episode of Unlimited Capital, Richard McGirr interviews Lauren Brychell. They dig into her new 90-day playbook Beyond the Lead, outlining the four pillars of capital attraction and why most firms don't need more leads, they need better conversion and nurture systems. Lauren and Richard get tactical on aligning marketing and sales into a single machine, building a lightweight tech stack with CRM, investor portal and segmented drips, and running discovery calls that keep your talk time under 20% while guiding prospects up a yes-ladder. They also compare top-of-funnel strategies—high-ROI in-person events, heavy content repurposing and distribution, and the realities of paid ads where only best-in-class funnels win. Lauren BrychellCurrent role: Founder, Equity Elevated ConsultingBased in: Denver, ColoradoSay hi to them at: https://equity-elevated.com/ | LinkedIn This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices