Podcasts about CRM

In this episode of The Roofer Show, Dave Sullivan sits down with Brian Huff, the guy behind Modern Roofing Group in Denver and Littleton, CO. Brian dives into his story of how he got into the roofing world and even started his own business right in the middle of the COVID-19 pandemic! He discusses how crucial it is to build a solid reputation and tackle financial hurdles, and how mastermind groups can be a game-changer for contractors. They chat about how Brian uses CRM systems to make things run smoother, keep up with follow-ups, and improve how they interact with customers. Plus, Brian shares some cool marketing strategies and why keeping an eye on ROI is so important. This episode is packed with great tips for contractors looking to grow their business and boost customer service, so tune in!What you'll hear in this episode:Importance of having a reliable Customer Relationship Management (CRM) system for roofing contractorsBrian Huff's journey into the roofing industry and his experiences working for various companiesChallenges of starting a roofing business during the COVID-19 pandemic with limited financial resourcesSignificance of maintaining a strong reputation in a competitive marketValue of networking and being part of a mastermind group for contractorsInnovative strategies for business growth through technology and automationLead generation techniques and the importance of quality leads over quantityTracking return on investment (ROI) for marketing strategies and adapting to regional market conditionsUse of automation in managing customer interactions and streamlining operationsImportance of continuous learning and adaptation in the roofing industry for sustained successResources:Connect with Brian Huff and Modern Roofing Group!Modern Roofing Group, Call Brian! (720) 334-3449Check out this episode on our Youtube channel at @DaveSullivanRooferShow" or use this link - https://youtu.be/N7F2wJVbfwkBe sure to subscribe, like, and comment!Set up a FREE strategy call with Dave and get a few tips on how you can improve your business: https://davesullivan.as.me/free-strategy-callInterested in learning more about our 1-on-1 coaching, mastermind groups, or fractional CFO services? Email me or send me a text at (510) 612-1450.No Plan? No problem. Download our FREE 1-Page Business Plan For Roofing Contractors: https://theroofershow.com/planThe Roofer Show's Vetted SponsorsCheck out this episode on our YouTube channel at @DaveSullivanRooferShow. Have RUBY answer your phones and tee up the sale by leaving a great first impression. Use this link to get up to $150 off your first month's service: theroofercoach.com/ruby. Automate your follow-up process and close more sales with ProLine. Get started for FREE at https://useproline.com/. Use promo code “DAVE50” to get 50% off your first month's service.

Most lawyers focus on getting more leads while 97% are losing money at the most critical step: intake conversion. If you're not responding in under 1 minute, following up 12+ times in the first week, or using AI-powered personalization, you're already behind.Sam Mollaei and Neil Tyra reveal the Ultimate Intake Conversion Checklist—the exact strategies top firms use to double client sign-ups in 30-60 days. From weekend coverage strategies to ChatGPT-powered personalization, this episode stops leads from slipping through the cracks.Key Takeaways from Sam and Neil:1. Weekend and Off-Hours CoverageEnsure virtual intakers call leads between 5-9 PM and on weekends, using this "blue ocean" strategy to maximize availability and significantly boost sign-ups.2. Respond to Leads Within 1 MinuteCall leads immediately—waiting even five minutes lowers conversion rates—while automating instant text messages to acknowledge inquiries and maintain engagement.3. Consistent and Persistent Follow-Up StrategyCall leads at least 12 times in the first week, with three daily calls for the first three days, reinforced by automated texts, emails, and personalized video messages.4. Dedicated Intake Team Focused on Lead ConversionUse trained intake specialists—not general virtual receptionists—to handle lead qualification, consultations, and follow-ups, ensuring higher conversions and better client experiences.5. Leverage Technology for Automation and TrackingUse a CRM with automated workflows for lead distribution, reminders, and follow-ups, while tracking "speed to lead" metrics to prevent delays and optimize intake performance.6. Qualify and Personalize Lead Interactions With ChatGPTFeed lead data into AI tools like ChatGPT via Zapier to generate hyper-personalized initial texts that reference case details, building trust, improving response rates, and increasing conversions."A lot of people underestimate the work it takes to make intake successful…. It's a lot of work, and it's ongoing—it doesn't end." — Sam Mollaei"Whenever we do that near-immediate response, almost the first words out of the prospective client's mouth are—'Oh my God...thanks for calling me back so quickly.' It's just—they're not used to that type of customer response—and that sets you apart from people who don't." — Neil Tyra

In this episode of the Veterinary Marketing Podcast, I'm diving deep into what it really takes to run successful Facebook (Meta) ads for your veterinary practice. Over the past decade, I've managed millions of dollars in ad spend for local businesses, and I've seen firsthand how tricky Meta ads can be for vets. Unlike e-commerce, where you can track every sale, veterinary services have a much more complex path from ad click to booked appointment. That's why I'm breaking down the real-world strategies, common pitfalls, and proven tactics that actually work—so you don't waste your budget or your time. We'll start by talking about why Meta ads are uniquely challenging for veterinary practices, especially when it comes to tracking results and building the right marketing infrastructure. I'll share why organic content is absolutely essential before you ever spend a dollar on ads, and how to use Facebook and Instagram as top-of-funnel platforms to build awareness and nurture potential clients. We'll also cover the impact of iOS 14 privacy changes, how to set up tracking properly, and when Facebook ads are (and aren't) a good fit for your practice. Plus, I'll walk you through audience targeting, creative strategies, budgeting, and the importance of testing and iterating your campaigns. To bring it all together, I'll share real-world success stories from practices that have launched grand openings, promoted events, and introduced new services using Meta ads. We'll also talk about the long-term growth strategies you need—like CRM integration, email nurturing, and retargeting—to turn leads into loyal clients. By the end of this episode, you'll have a clear roadmap for using Facebook and Instagram ads effectively, with actionable steps you can start implementing right away. Whether you're just getting started or looking to take your ad campaigns to the next level, this episode is packed with insights to help your veterinary practice grow.

Little slow with dealer work? Hard to process vehicles and do in person sales? Yeah, same! This is the game changer you need. Garin Gustafson, Ryan Kaye, and your hosts discuss the new digital marketing program that now has its own automated CRM system integrated into it. This is going to be huge! we're thinking 10X huge. Give it a listen!   https://dentprosacramento.com/ https://www.dentprousa.com/  

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When your social media strategy is dialed in, opportunities like national press can come to you. In this case study episode, Emma walks you through how one of Ninety Five Media's longtime clients turned a single, strategically written Instagram post into a Homes & Gardens feature — without a PR agency. Emma breaks down the common conundrum of whether to invest in PR or social media and explains why, when done right, your content can actually do both. You'll learn what made this particular post stand out to editors, how to highlight the benefits of your services instead of just the features, and how to position your brand for visibility and credibility. Whether you're dreaming of press coverage or simply want to grow your presence online, this episode demonstrates how social media can be the engine behind your biggest opportunities. Listen in as Emma explains: How to generate PR opportunities without a publicist on social The specific client strategy that led to a Homes & Gardens magazine feature The brand messaging mistake most founders make on Instagram And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

What if the secret to fundraising success wasn't about doing more, but about focusing on what truly matters? Matt Bitzegaio, co-founder and CEO of DonorDock, challenges the "more is better" mindset that leaves so many nonprofit professionals exhausted and overwhelmed.DonorDock, combines a powerful CRM platform with a methodology that helps organizations strengthen donor relationships without burning out their teams. Matt shares how he's witnessed countless nonprofits struggle with the same challenges: growing to-do lists, disconnected tools, and never enough time. His response wasn't just to build better technology, but to fundamentally rethink how nonprofits approach relationship building. Welcome to the Agency for Change podcast.

Chris Redmond is back on The RAG for the third time and his story keeps getting better.When I first interviewed Chris in 2019, he'd just gone fully remote and was chasing a digital nomad lifestyle with no fixed office. At the time, I thought he was mad.Then COVID hit, and while the rest of the industry scrambled, Chris and his team were already built for the new world.Fast forward to now, Redholt is a retained headhunting firm running at 60 percent profit with just 8 people. Chris lives in Dubai, has transformed his health (losing 35kg in six months), and is building towards something much bigger: a business that runs without him and can one day be sold.In this episode, we cover:His unique forensic recruitment modelWhat it takes to move from lifestyle business to scalable businessThe pressure of being the only BD engine in your companyWhy personal reinvention is key to professional growthAnd how social media is helping drive both brand and client retentionWatch the episode live on my LinkedIn this Wednesday at 12 pm or catch up afterwards wherever you get your podcasts.If you're a founder thinking about long-term value and lifestyle alignment, this one's not to be missed.Watch our ten-minute video on “The most profitable way to grow your recruitment agency in 2025” here: https://hubs.ly/Q03lBpYC0Apply to be on the next RAG season here: https://hubs.ly/Q03yjlLd0 Chapters00:00 Introduction to The Rag Podcast03:23 Chris Redmond's Journey and Business Evolution10:13 Red Hole's Unique Recruitment Methodology17:56 Scalability and Future Plans for Red Hole22:02 The Impact of Moving to Dubai29:06 Personal Transformation and Health Journey50:36 The Power of Social Media in Business01:04:30 Future Vision and Exit Strategy for Red Hole__________________________________________Episode Sponsor: AtlasYour memory isn't perfect. So Atlas remembers everything for you. Atlas is an end-to-end recruitment platform built for the AI generation. It automates your admin so you can focus on the business tasks that matter. How many conversations do you have every day? With clients. Candidates. Your team. Service providers.Now how many of those conversations can you recall with 100% accuracy? How many hours a week do you spend making notes to try and retain as much as possible? And how much is still getting lost along the way? Traditional CRM systems weren't built for the type of recruitment business you're running right now. They were built to rely on the structured, tagged, categorised, and formal data you could feed it. Manual processes that needed you to input specific information, based on specific questions and answers. But what about all the other conversations you're having every single day? Atlas isn't an ATS or a CRM. It's an Intelligent Business Platform that helps you perform 10X better than you could on your own. How? By removing all your low value tasks, acting as your perfect memory, and providing highly relevant recommendations to impact your performance. Learn more about the power of Atlas – and take advantage of the exclusive offer for The RAG listeners – by visiting https://recruitwithatlas.com/therag/ __________________________________________Episode Sponsor: HoxoRecruitment agency founders - this one's for...

Advisors once lived by the phone, a notepad, and a stack of prospecting lists.Now? AI, CRM systems, and customized pools are shaping the way advice is delivered, and relationships are built.This week, Colin continues his conversation with Greg Kraminsky in part two of their reflection on 30+ years of change in the investment world. They unpack the real evolution: not just in products and technology, but in purpose, relationships, and trust.

CRM.BUZZ הוא בלוג ופודקאסט בעברית החוגג היום 300 פרקים העוסקים באימייל מרקטינג, עבירוּת אימיילים ושיווק.יוצר הפודקאסט והבלוג הוא סלע יפה (Sella Yoffe), מומחה בינ"ל לעבירוּת אימיילים ושיווק באימייל, מסייע למדוורים גלובליים, סטרטאפים, סוכנויות אימייל ומערכות דיוור (ESPs) עם מסירות אימייל, אימות אימייל (SPF, DKIM, DMARC, BIMI), ואסטרטגיית אימייל. קישור אל הבלוג

In today's episode of iGaming Daily, SBC's Managing Editor, Jessica Welman, is joined by Motti Colman, VP of Revenue at Optimove, the podcast's main sponsor, for an analysis of player behaviour in the sweepstakes versus real money online casino sectors. With a focus on practical outcomes over legal definitions, the duo explores how each gaming model attracts and retains players, using exclusive Optimove data and a detailed case study that spans global iGaming markets.Motti highlights how Optimove's advanced benchmarking and predictive modelling shed light on key differences in player value, onboarding success, and behavioural trends. Listeners will learn how the regulated online casino market sets the gold standard, while the sweepstakes model, despite its clever “scratch card” style redemption mechanics, faces significant hurdles in conversion rates due to complex onboarding and player skepticism. A critical takeaway? The importance of Day One. As the hosts reveal, player actions in the first 24 hours are often the most predictive of long-term engagement and lifetime value. While sweepstakes players may start slow, Optimove's research shows that by Day 28, they can match or even exceed online casino players in loyalty and activity, provided CRM strategies focus on guiding players through an intensive 'incubation' period. Host: Jessica WelmanGuest: Motti ColmanProducer: Anaya McDonaldEditor: James RossiGaming Daily is also now on TikTok. Make sure to follow us at iGaming Daily Podcast (@igaming_daily_podcast) | TikTok for bite-size clips from your favourite podcast. Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

¿Tus datos de conversión no cuadran? ¿Meta te dice una cosa, Google Analytics otra y tu CRM otra distinta? En este episodio, Pablo Moratinos, responsable de data, analítica y experimentación en Product Hackers, aterriza un tema tan complejo como crucial: la atribución.

What does it mean to lead and fundraise with honesty, especially in uncertain times? In this week's episode, we address how to build donor trust, resist action bias, and push back on the scarcity-driven leadership in times like this. Starting from ethical storytelling, we look at what fundraisers can do to stay grounded, strategic, and value-aligned, no matter what challenges arise.  Maria Rio is the CEO and founder of Further Together, a consulting firm started in 2023. Her passion for nonprofit work came as a result of witnessing charitable services as a refugee who arrived in Canada. She begun fundraising in 2011 as a face-to-face fundraiser and transitioned into in-house roles later. In Further Together, they help community-led nonprofits increase their revenue without burning out or risking their values. She joined us today to talk about staying grounded and value-driven in the face of uncertainty.  In this episode, you will be able to,  - Learn about the importance of continuous fundraising in difficult times. - Discover the importance of continuous storytelling. - Understand why it's important to share impact without waiting for the finish line. - Learn how to push through scarcity culture in the workplace.  Get all the resources from today's episode here.  Support for this show is brought to you by iDonate!  Their donor-first giving suite, including mobile pop-ups, A/B testing, recurring prompts, makes it easy to convert more donors, faster. Easy to set up & publish with no tech team required! Launch custom giving forms that sync seamlessly with your CRM. Smarter data, better donor journeys. Check them out at iDonate.com Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven't already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you're looking to raise more from the right funders, then you'll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point.

These days, it's harder than ever for marginalized buyers to break into the market. Prices are high, lending rules are tighter, and misinformation is everywhere. The path to homeownership can feel impossible. Agents aren't off the hook either. With all the changes to buyer representation and compensation, agents are being asked to prove their value in every single deal, while trying to serve clients who need more help than ever. That's where Midwest Home M@tch comes in. We built an AI-powered referral network that connects agents with pre-approved, ready-to-go buyers. Especially those who qualify for down payment assistance, employer housing support, parishioner programs, and more.  These aren't just leads,  they're matches. And the system is built to help agents close deals that would otherwise fall through the cracks. What are some of the things you'll get with Midwest Home M@tch? How is this referral network different?  In this episode, I'm joined by creative design, brand development expert, and my partner in Midwest Home M@tch, Anita Clinton.  We get into how this all works, how agents can plug in, and why the future of real estate might just be about matching people to money, not just homes.   If real estate agents implemented down payment assistance, 30% of deals that are canceled would be salvageable. -Marki Lemons Ryhal   Things You'll Learn In This Episode  The real estate anointing advantage How can you tell if a property has access to $25K in down payment assistance? How can you use that to market the home and keep your seller's concessions at zero? Reverse prospecting with precision What if you could clone a listing, test buyer demand across multiple price points, and already know what buyers are searching for before you even list? AI automation that actually closes deals How is Midwest Home M@tch using AI automation to pre-qualify buyers, trigger CRM workflows, and deliver leads with signed buyer agreements, all before they reach you? From overlooked to oversubscribed How can we stack grants, gift funds, and employer housing programs to revive up to 30% of canceled deals?   Guest Bio With almost two decades of creative design, brand development, marketing, editorial, and business development experience, Anita “AC” Clinton is the go-to person for all aspects of purpose. She is passionate about helping individuals use their talent(s) and experience to unlock their true calling, know where they fit in the world, and be who they are meant to be. Despite setbacks, roadblocks, and wrong turns along the way, she is living proof that anything can be accomplished with tenacity, determination, and perseverance. She is the Founder and President of Anita Clinton Enterprises, LLC, and Be Great Global, where she creates the Be Great Global Podcast, books, and training programs to help intrapreneurs and entrepreneurs find happiness, fulfillment, and money doing work they actually love. In addition, she is the author of “Destiny Starter: How to Discover What You Are Called to Do and Do It!” Anita has been featured on CBS, NBC, Fox, and TEDx to name a few. Visit https://midwesthomematch.com/ to learn more.    About Your Host Marki Lemons Ryhal is a ​​Licensed Managing Broker, REALTOR® and avid volunteer.  She is a dynamic keynote speaker and workshop facilitator, both on-site and virtual; she's the go-to expert for artificial Intelligence, entrepreneurship, and social media in real estate. Marki Lemons Ryhal is dedicated to all things real estate, and with 25+ years of marketing experience, Marki has taught over 250,000 REALTORS® how to earn up to a 2682% return on their marketing dollars. Marki's expertise has been featured in Forbes, the Washington Post, http://Homes.com, and REALTOR® Magazine.   Check out this episode on our website, 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! 

In this conversation, Dylan Silver interviews Courtney Schafer, a nationwide CRM trainer and real estate coach. They discuss Courtney's journey into real estate, the importance of building a solid foundation for a real estate business, and how to create a sellable business. Courtney emphasizes the significance of nurturing connections and the role of technology in streamlining processes. They also explore the potential for residual income after transitioning out of the business, highlighting the importance of kindness and mentorship in the real estate industry. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

What if every online lead that enters your CRM was the start of a lifelong client relationship—and not just a one-off deal?Here in our third Minisode, we reveal how top teams are converting above 20% by focusing on empathy, systems, and the long game … by starting conversations, assessing needs, and earning trust.As we've heard here on Real Estate Team OS several times before: remember that all leads are created equal. But that doesn't mean we treat them exactly the same. In fact, it's the opposite: each lead is an individual person with unique needs and wants for us to learn, understand, and serve.In under 10 minutes, four real estate leaders share with you:The mindset required to engage online leads in the most effective wayThe value of a “friends and family” approach to people in a vulnerable situation The DIRECT coaching model to drive the right mindset and culture with agentsGoogle's 7-11-4 rule to help people get to know you and what it means for your lead nurturingCaring about the person more than the price point, property, or commissionSee or hear the full episodes with these guests:Koby Sway (The DIRECT Model for Agent Accountability) https://www.realestateteamos.com/episode/direct-model-real-estate-agent-accountability-koby-swayWinston Murray (Splits vs Services) https://www.realestateteamos.com/episode/winston-murray-works-real-estate-splits-servicesPreston Guyton (Hands-On Lead Generation and Conversion) https://www.realestateteamos.com/episode/preston-guyton-real-estate-lead-generation-conversionJustin McLellan (The Will and Skill Behind Agent Productivity) https://www.realestateteamos.com/episode/real-estate-agent-productivity-skill-justin-mclellanAccess the collective wisdom of our 100+ guests by talking or typing with our Team Bot: https://realestateteamos.com/botGet email-exclusive insights, guest previews, and subscriber-only episodes: https://realestateteamos.com/subscribe

In this episode of The Broker Link, Josh Slattery shares insights on the upcoming Member Retention Program, designed to help insurance agents proactively retain clients amid rising plan terminations and cost increases. Josh highlights: The success of last year's retention campaign Why having a CRM and streamlined processes is critical Free tools available: direct mail, email templates, and QR codes in both English and Spanish How Medicare Pro organizes data and integrates with Simply Enroll The program is completely free and supports up to 1,000 members per agent The episode also spotlights new educational courses and reinforces the importance of local market expertise and year-round client engagement. Whether you're a new agent or an experienced pro, this episode is packed with tools and strategies to build loyalty and boost retention heading into AEP. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

Is your SaaS team aligned—or just busy? In this episode of SaaS Fuel, Jeff Mains sits down with Jolly Nanda, GTM advisor and sales strategy expert, to discuss how SaaS founders can build scalable growth by aligning product, marketing, and sales from day one.Jolly shares insights from scaling teams at SAP, Adobe, and Atlassian, and breaks down what early-stage SaaS leaders can do today to build healthy sales pipelines, improve forecasting accuracy, and foster a culture of truth-telling inside the funnel.In this episode, you'll learn:How to fix the misalignment between sales, product, and marketingWhat most founders get wrong about pipeline hygieneWhy culture—not comp plans—drives real sales performanceHow to use product-led growth alongside sales, not against itThe mindset shift every founder must make to scaleIf you're tired of hero sales and pipeline guesswork, this episode gives you a clear framework to build process-driven, revenue-responsible teams.Key Takeaways00:00 – The sales number isn't the whole story04:10 – Early-stage GTM red flags05:30 – Product, marketing, and sales: 1 team, not 306:42 – Sales culture vs sales process08:18 – Why incentives don't fix a broken system10:01 – How to build a truth culture in sales11:47 – Why PLG doesn't mean anti-sales13:40 – Building alignment between product and revenue teams15:19 – The right kind of friction in sales and onboarding17:02 – Discovery before demo (and why that order matters)19:14 – “Hero sales” vs. scalable sales21:00 – Why most pipeline data is not accurate22:48 – Trust is a byproduct of process24:12 – 4 elements of good pipeline hygiene26:00 – Sales managers: stop being scorekeepers28:09 – Real forecasting starts with sales call truth29:20 – The connection between missed targets and broken process30:32 – How to change sales culture without killing morale32:00 – Leading indicators vs lagging indicators in GTM34:29 – Product-led + sales-led = better customer journey36:14 – Why you need revenue roles inside product38:06 – Pricing is part of GTM, not just finance 40:00 – Aligning marketing messaging with sales narratives41:27 – The next evolution of GTM rolesTweetable Quotes"Pipeline hygiene isn't a Salesforce task—it's a culture of truth." – Jolly Nanda"If sales, marketing, and product aren't on the same page, your customer feels it first." – Jolly Nanda"Don't fix sales with comp plans. Fix it with better process and culture." – Jolly Nanda"Product-led growth isn't the enemy of sales—it's fuel for it." – Jolly Nanda"The goal isn't activity—it's alignment." – Jeff MainsSaaS Leadership LessonsPipeline hygiene is a culture issue. It's not just about clean CRM—it's about truth in the funnel.Sales, product, and marketing must operate as one team. Siloed GTM leads to chaos and churn.Product-led growth doesn't eliminate sales—it elevates it. The handoff must feel seamless to the customer.Scalable sales = process + mindset. Don't build your GTM around a hero rep.Truthful forecasting starts with sales conversations. If reps are sandbagging or guessing, fix the culture first.Curiosity beats control. The best leaders build cultures where feedback flows freely across GTM.Guest ResourcesWebsite -

Osaic's Mark Matheny meets with Zocks Co-Founder and CEO, Mark Gilbert. They discuss the world of artificial intelligence and how it is affecting financial services. Hear how Zocks AI can directly impact your financial business today, by saving time and by facilitating meaningful integrations with your current systems. Learn how you can turn client meetings into actional insights, clean up administrative work and simplify post-meeting processes. https://www.zocks.io/resources/osaic-onboarding

Dallon Schultz is a seasoned fund manager and co-founder of Capitallyst Pro, an automated CRM built to streamline capital raising for real estate investors. Since launching his real estate journey in 2018 with a small fourplex, he has grown into multimillion-dollar acquisitions totaling over $150 million, with projections surpassing $350 million. Dallon leads Arizona's largest monthly multifamily meetup and hosts the globally ranked Millionaire Mind podcast. Known for his motto “Be efficient and effective,” he's passionate about optimizing capital strategies while embracing family life and adventure.   Here's some of the topics we covered:   Unlocking Million-Dollar Connections at Rod's Multifamily Events   Dallon Schultz's Bold Leap Into Real Estate Success   How Dallon and His Wife Turned Their First Property Into a Launchpad   From Fourplexes to Fortune How He Scaled Fast   Scaling Small Deals Into Massive Real Estate Empires   The Secrets Behind Raising Serious Capital for Big Deals   How He Built Arizona's #1 Real Estate Investor Meetup   The AI Revolution and What It Means for Your Future   The One Game-Changing Piece of Advice Every Investor Needs   Real Estate Networking Hacks No One Talks About   Self Storage Nightmare Turned Into a Powerful Investment Lesson   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com    For more about Rod and his real estate investing journey go to www.rodkhleif.com   Please Review and Subscribe  

Dime qué piensas del episodio.Hoy tengo una conversación que no se parece a ninguna otra que hayas escuchado en Cracks. Mi invitada es Eva Marcuschamer, @evamarcuschamer psicóloga, psicoanalista, ex guía Montessori, autora de seis libros —incluyendo La otra vida de Daniel, donde narra con valentía el suicidio de su hijo— y cocreadora del podcast Calladitas No, un espacio donde rompe silencios incómodos con una voz sabia, honesta y profundamente humana.Si alguna vez te has sentido rebasado por el dolor, confundido por el rol de ser padre, o simplemente perdido en tu propio camino, esta entrevista tiene algo que decirte.IMPORTANTE:Si tu o alguien que conoces está experimentando momentos difíciles y contemplando la posibilidad de terminar con su vida busca ayuda profesional de inmediato y contacta a al 911 o a tu número local de emergencias.Para ayuda psicológica en México comunícate al *0311 o al 55 5658 1111 y en los EE. UU., llama o envía un mensaje de texto al 988 para comunicarte con la Línea de Prevención del Suicidio y CrisisSigue Cracks Podcast en YouTube aquí."No puedes permitir que tu pasado se convierta en la cárcel de tu futuro."- Eva MarcuschamerComparte esta frase en TwitterEste episodio es presentado por Salesforce, el CRM de IA número uno en el mundo y su nueva solución, Agentforce y por Diri Movil la compañía de telefonía que te permite tener 2 líneas en un solo plan.Qué puedes aprender hoyCómo aceptar la oscuridad para sanarLa importancia del autoconocimientoRecursos para la atención a la salud mental*Este episodio es presentado por Salesforce, el CRM de IA número uno en el mundo.Su nueva solución, Agentforce, no es simplemente un asistente digital. Es una suite de agentes autónomos diseñada para trabajar codo a codo con los equipos humanos, combinando datos unificados y capacidades avanzadas de IA para llevar a cabo tareas de forma autónoma o colaborar con los empleados en tiempo real. Salesforce integra todos tus datos en un solo ecosistema de IA. Los agentes de Agentforce pueden analizar y actuar sobre la información de cada cliente de manera segura y confiable, transformando cada rol y flujo de trabajo para alcanzar una escala operativa sin precedentes.Revoluciona tu negocio con Salesforce en cracks.la/agentforce*Este episodio es presentado por Diri Móvil, Este episodio es presentado por DIRI MÓVIL, la primera telefonía en México que te permite tener dos líneas activas al mismo tiempo en un solo plan.Puedes tener una línea para tu negocio y otra personal, o simplemente sumar una más sin cambiar la que ya usas.Esto es posible gracias a su tecnología DUA: una segunda eSIM que opera en una red distinta a la principal.Así puedes usar dos WhatsApps, separar tus mundos, y manejar todo desde un solo teléfono, de forma práctica e intuitiva y tener 24 gigas en tu línea principal y 10 gigas en la secundaria por $339 pesos al mes.Y lo mejor: puedes probarlo gratis por 7 días con una eSIM de prueba en www.diri.mx/cracks. Ve el episodio en Youtube

Movements don't just happen—they're built with intention, structure, and a whole lot of heart.In this episode of Making a Movement, Becky Endicott and Jon McCoy dive deep into what it really takes to turn mission into momentum. From designing systems that fuel impact to creating space for people to show up and thrive, this conversation is all about building movements that matter.You'll hear the powerful stories of:Adam Garone, who helped launch Movember into a $1.5B global force for men's healthKatelynn Whitaker, the brilliant mind behind the community toolkit that helped scale MovemberNancy Brinker, whose promise to her sister ignited the Susan G. Komen movementKelly Lyndgaard, founder of Unshattered, creating jobs and dignity for women in recoveryWe're breaking down the barriers that hold people back and unpacking how to build systems that invite more people in—without losing the soul of your mission.Whether you're launching something new or leveling up your impact, this episode will leave you fired up, filled up, and ready to lead the kind of movement that changes everything.

¿Te gustaría tener una sesión al mes conmigo y que trabajemos en tu negocio?https://www.detonadoresdevalor.com/membresia¿No tienes un CRM? Comienza tu prueba de 30 días GRATIShttps://aff.trypipedrive.com/3gqeu4o6mi2zUn cliente incómodo no compra, es aquel cliente que se da cuenta que pudiera estar mejor o que tiene un dolor por sanar el que toma la decisión de comprar algo. En este episodio me voy a basar en el libro the Challenger Sale para darte unos tips muy poderosos de 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.

Is your land deal pipeline looking more like a graveyard than a goldmine? On today's Land Academy Show, join Steven Jack Butala and Jill DeWit as they unearth the silent killers of real estate success: missed follow-ups, chaotic buyer lists, and poor communication. They'll reveal how these common pitfalls can quietly destroy your deals and how a simple, effective CRM system can transform your approach. Whether you're just starting out or aggressively scaling, this episode isn't just a recommendation—it's a blueprint for consistent closures and reclaiming your time.

Guest: Vaughn English   Guest Bio: Vaughn English is a growth-focused sales leader with over 10 years of experience driving revenue across industries including digital marketing, 3D visualization, tourism, and insurance. He has a proven track record of building high-performing outreach strategies, leading cross-functional teams, and closing complex B2B deals. Vaughn specializes in leveraging CRM platforms, marketing automation, and creative campaigns to engage prospects and accelerate the sales cycle. From launching national tourism campaigns to scaling 3D content solutions for enterprise clients, he brings a consultative approach that aligns client goals with actionable solutions. Vaughn thrives at the intersection of strategy, creativity, and execution, consistently turning opportunities into lasting partnerships. ​ Key Points: Background and Path to Sales Started in theater; transitioned to sales due to communication skills and confidence. First job: selling DirecTV inside Costco, a challenging experience that taught resilience. Gradually moved into more prestigious roles, now at Fracture.   Role at Fracture Tasked with building the B2B infrastructure from scratch, including identifying the ideal customer profile (ICP), creating case studies, lookbooks, product menus, and developing marketing and outreach processes.   Finding the Ideal Customer Profile (ICP) Initially targeted hospitality, but realized sales cycles are very long. Exploring design firms and higher education as more promising ICPs. Higher ed (e.g., Boston College) often needs ongoing art installations, recognition plaques, etc., making them strong repeat buyers.   CRM and Sales Technology Strong proponent of using CRMs despite challenges. Believes CRMs are essential for organizing contacts and outreach, launching automated email campaigns, and tracking sales activity.    Sales Outreach Strategy Focuses heavily on cold email campaigns. Personalized and well-researched. Uses intent data (from sources like ZoomInfo, Bombora) to identify companies showing buying signals. Example: campaign to Ben & Jerry's using their "Flavor Graveyard" as a custom subject line. Warm leads via email before calling; cautious about cold calling personal cell phones (though interviewer disagrees).   Team Dynamics and Management Style Small team (essentially 2 people); the other focuses on account management. Balances trust with light micromanagement, uses CRM visibility (e.g., BCCs, task tracking) to monitor activity, steps in when new leads aren't followed up quickly enough. Believes in hiring people he can trust to reduce the need for hovering.   Challenges and Learnings Struggles with ensuring consistent follow-up on new leads while handling large ongoing projects. Building out processes and infrastructure in real-time while scaling the B2B arm. Emphasizes that real ICP identification comes through direct conversations and testing. Guest Links: vaughn.english@fractureme.com Connect on LinkedIn     About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus, and revenue generation experts. Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. If you are a business owner or sales manager with an underperforming sales team, let's talk. Click here to schedule a time. Please subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Instagram, and check out our website at https://gosalesology.com/. 

On this episode, I talk about something that comes up all the time in my coaching sessions with MBA students—and that's networking. I've talked about it before on the podcast on episode 1202 "Reframe the way you think about networking and asking for help" I'll drop a link in the show notes.  I encourage you to go back and give that one a listen.   As generative AI has proliferated on both sides of the job search with candidates using it to submit more and more customized applications, and recruiters using it to filter through piles of hundreds or thousands of applicants, relationships are once again increasingly important in learning about opportunities before they are public, and securing interview invites.   So many job seekers have what I call the hunter/gatherer mindset in their job search: they scour job boards for opportunities, and submit applications.  I would encourage anyone in an active job search -- or anyone who thinks they might be in an active job search in the next 6 to 18 months, to adopt what I call the gardener mindset.   Let's dig in. (no pun intended)   If you're like many MBA students—or honestly, professionals at any stage—you may have a complicated relationship with networking. You know you're supposed to do it. You've heard it's important. But maybe it feels awkward. Transactional. A little sleezy even. I picture Christian Bale as Patrick Bateman in American Psycho with his heavy-bond embossed business card.   Maybe you don't want to “bother” people. Or maybe you're waiting until you have a clear goal or ask before reaching out. I get it. That hesitation is totally normal. But here's the thing—networking is not a one-time transaction. It's not about reaching out only when you need something. It's not just about collecting contacts on linkedin like pokemon cards. Networking—effective, sustainable, authentic networking—is about building relationships over time. That's where the gardener mindset comes in.   Imagine you're a gardener. You don't just toss seeds into the dirt one day and expect to harvest a salad the next.   You prepare the soil. You plant a variety of seeds. You water them. You protect them from frost. You wait. You come back to check on them. Sometimes they sprout. Sometimes they don't. Different plants mature on different schedules. Some may require years before you are ready to harvest anything.   The same is true for relationships in your professional life. When you meet someone at an event, or reach out for a coffee chat—you're planting a seed. Having that conversation is watering it. Following up with an authentic note is watering it. Another follow up after you took some advice they gave you… is watering it Sharing an article or podcast with them, or  an update on your journey—that's watering it.   When you refer someone else to them, or cheer on their LinkedIn update—that's tending the garden.   You're not always sure which seeds will grow or when they'll bloom. But if you keep showing up, nurturing those relationships, you'll start to see the garden take shape. And here's the beautiful thing: relationships compound over time. Opportunities, referrals, mentorship—they often emerge from the people you've been in touch with for years, not just weeks. But you have to invest in those relationships before you “need” them.     So how do you network like a gardener? It's like the old saying, when's the best time to plant a tree? 20 years ago. When's the second best time? Today.  So Here are a few quick tips: Start early.  Plant the seeds now. Just like a health garden will be diverse, you need a diverse strategy: reach out to current contacts, reconnect with old contacts, attend events to make new contacts. Be curious, not transactional. Ask questions about their path. Their decision points. What they've learned. I love Steve Dalton's TIARA framework for informational interviews, that stands for asking questions about Trends, Insights, Advice, Recommendations, and Assignments they are working on. Listen to my conversation with Steven, I'll drop a link in the show notes. Follow up thoughtfully. A quick note saying “Thanks again, I found your advice helpful” and specifically name what was helpful! A personal message -- it doesn't have to be long -- will go a long way. Give back when you can. Share an article. Introduce someone. Celebrate their wins. Ask them if there is anything you can do for them in return. That kind of reciprocity can build rapport. Track your outreach. Not to be mechanical—but to stay organized. Relationships grow with attention. Especially when you are in a more active phase of your search, develop a system for tracking your contacts. This can be as simple as a spreadsheet, or something more robust like a CRM.   Networking isn't about having the perfect pitch--or heavy bond, embossed business card. It's about building trust, credibility, and rapport. It's about investing in people and communities over time—knowing that some of those relationships will blossom into opportunities in ways you can't predict right now. So as you move through your MBA, or any career transition, I invite you to think like a gardener. Be patient. Be intentional. Keep planting. Keep watering.   And trust that the harvest will come.

How do you keep innovating and disrupting when you're already the incumbent? And how do you prevent a $200B+ company from becoming slow and complacent? In this episode, CJ is joined by Sandeep Aujla, CFO of Intuit, who shares how one of the world's largest software companies continues to operate with the agility of a startup. With QuickBooks, TurboTax, Credit Karma, and MailChimp all falling in the Intuit family tree, serving both consumers and businesses, Sandeep breaks down the company's platform strategy, explains how he tells a unified story across these product lines, and describes how he prioritizes capital allocation. He also talks about Intuit's efforts to leverage AI to improve internal efficiencies, insights into the ideal CFO-CTO relationship, tactics for saying no, the benefits of letting stuff break, and how finance helped uncover a major growth opportunity for Intuit in the mid-market. The conversation touches on the company's 25 golden metrics, why leap years and the Super Bowl affect revenue, and the lesson Sandeep learned from a $2 coffee.—LINKS:Sandeep Aujla: https://www.linkedin.com/in/aujla/Intuit: https://www.intuit.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: —TIMESTAMPS:(00:00) Preview and Intro(02:30) Sponsor – Pulley | Brex | Aleph(07:11) Sandeep's Career Journey at Intuit(09:41) The Stigma Around CFOs and Seriousness(11:01) Being the Disruptor When You're Already the Incumbent(14:04) Intuit: Software, Payments, or Services Company?(15:21) Sponsor – RightRev | Navan | NetSuite |(19:00) The Intuit Family Tree(20:14) Cross-Platform Network Effects(21:54) Telling a Unified Story Across Multiple Product Lines(25:24) How Finance Discovered a Mid-Market Growth Opportunity(28:56) Reducing Churn by Keeping Customers on Platform(31:04) How Small Businesses Are Evolving To Leverage Tech and AI(34:11) How Sandeep Prioritises Capital Allocation(37:17) Tactics for Saying No Gracefully as a CFO(39:39) The Benefits of Letting Stuff Break(43:10) Reinvesting Across the Business: Consumer Versus Business(45:36) The CFO-CTO Relationship in the Age of AI(49:45) Tracking Intuit's Target for Internal AI Efficiency(52:06) Surprising Usage Patterns: Leap Years, Game of Thrones, etc(53:15) The Different Use Cases for AI Internally(55:48) The 25 Golden Metrics That Matter(58:45) Leap Years and Other Surprising Things That Impact the Business(1:00:04) Long-Ass Lightning Round: A Deadline Mistake(1:02:04) Advice to Younger Self(1:03:48) Finance Software Stack(1:04:36) A Bonus Question: Printed Notes(1:05:17) Craziest Expense Story—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit https://navan.com/runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.#platformbusiness #innovation #disruption #CapitalAllocation, #FinancialSoftware Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Tired of watching leads die in your CRM? In this episode, Heather Deatherage returns to lay out what a real internet sales department should look like in 2025, from hiring and pay structure to process and accountability.You'll hear how to hire reps that don't quit at the first objection, why pay plans must reward appointments (not just sales), and what KPIs every manager should be watching to prevent lead burnout. Plus, Heather breaks down her proven 21-Day Follow-Up Plan — and why some of your salespeople probably shouldn't be answering the phones.Whether you're building a BDC or fixing one that's failing, this episode gives you a complete blueprint.Listen on Spotify: ⁠https://spoti.fi/3N9lzfg⁠Listen on Apple Podcasts: ⁠https://apple.co/43FoanX⁠Watch the Interview: ⁠https://youtube.com/@dealershipfixit⁠Connect with Heather: www.linkedin.com/in/heather-deatherageSponsor: ⁠https://dealers.motohunt.com⁠Follow the Fixit Podcast: ⁠https://linktr.ee/dealershipfixit⁠

Episode 161. I recently change up my mobile office. I decided to go with a power station, and I'll explain why. If you're interested in the same one, here is the link to it:https://www.amazon.com/dp/B0C5C89QKZ?maas=maas_adg_api_580067781349240060_static_12_201&ref_=aa_maas&aa_campaignid=a331389fb525493b6f2b68204f150537&aa_adgroupid=81d5qNtcQdR9qLU4PjxB35Ur5E1ZapH_bv7j9GFvVdZTYdtFvLsJuZQ2NghUAkbqmd6YKnTSIxhr_a3gTnWygiktoz9JVk2n1RcbEsySQ_c&aa_creativeid=655d8qC_brsRoQQxFzPpImwU_aaP1gYK2Yi96XtzCzKmR_a2ZM_c&gad_campaignid=22748469094&gbraid=0AAAAACf1ne8b4s_mEtwo5y6qVvd2_Oq7-&gclid=Cj0KCQjwnJfEBhCzARIsAIMtfKLWZn4NEDofxEi_a1XfBOP4YW-86TSpD0vWHlsz8kKPufMWBG0iN0EaAk11EALw_wcB&th=1The 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/

This podcast features Rich Harshaw and Tim Mush discussing five ways to improve speed to lead for contractors. Key strategies include: optimizing website conversion ability, testing response times regularly, routing leads to CRM with real-time alerts, communicating immediately through multiple channels (phone, email, text), and adding chat functionality to websites. They emphasize that 78% of customers buy from the first business that responds, making rapid follow-up critical. The discussion also stresses combining speed with skill for effective lead conversion.

In this Quick Tip episode of Straight Talk with Sally, we walk through the must-have stages of a high-converting sales pipeline — from first contact to long-term nurture. You'll learn why booking the next conversation is non-negotiable, how to trigger automated email sequences at every pipeline stage, and the importance of review requests to build trust and visibility. Sally also explains how to track cancellations and long-term prospects while maintaining a clean, effective CRM. If you're building a coaching or service-based business, this system ensures no lead falls through the cracks — and every conversation has a clear next step. Stay Connected & Get Exclusive Access: Join the Private OmniSAM Community: omnisam.com.au/gsdgroup Facebook Group: gsdfb.omnisam.com.au Follow on Facebook: facebook.com/sallysparkscousins Watch the Live Stream & Subscribe for More Updates: OmniSAM YouTube: youtube.com/@omnisamsoftware Sally Sparks-Cousins YouTube: youtube.com/@sallysparkscousins

Navigating Industry Volatility: How Insurance Agents Can Thrive in a Changing Medicare LandscapeThe latest episode of the Insurance Business Babes podcast brings together host Kathe Kline, co-host Joanna Wyckoff, and industry powerhouse Neil Reich for an honest discussion of the current turbulence in the Medicare insurance world. With plan exits, shrinking commissions, regulatory uncertainties, and unprecedented price hikes, agents must now adapt, diversify, and deepen relationships to stay successful.Industry Upheaval: What's Changing in Medicare AdvantageAccording to guest Neil Reich, the past year has brought volatility unlike anything he's seen in his 27-year career. Major Medicare Advantage carriers like Humana and Aetna have pulled out of some markets due to soaring medical loss ratios, leaving consumers scrambling for alternatives and further concentrating business among remaining giants like United. Commission structures are shifting, and the legal landscape is uncertain, with the Department of Justice and new CMS rules causing ongoing anxiety about the future of FMOs (Field Marketing Organizations).Diversification Is EssentialNeil isn't deterred by the disruption—instead, he emphasizes the need for insurance agents to diversify their offerings. His new agency, Care Connect Advisors, has quickly added Medicare Supplement plans, Index Universal Life, final expense, hospital indemnity (with popular guaranteed-issue options for ages 64-70), cancer, dental, and even annuities to the product mix. This mirrors Kathe and Joanna's advice that now, more than ever, agents should be “multi-product” — cross-selling to better serve clients and protect their own earnings in the face of shrinking Medicare Advantage opportunities.Relationship Building and Technology: The Agent's GoldmineStaying connected to clients is a major theme. The podcast highlights how agents are successfully blending manual outreach (calls and texts to educate and cross-sell) with automation (drip campaigns, retention videos, and CRM tools). Touchpoints aren't just for selling—they reinforce trust, increase retention, and open natural conversations about needs like hospital indemnity or annuities.The Path Ahead: AI, FMOs, and the Advisor MindsetWhile regulators mull the impact of overrides and marketing practices, agents are also looking to the future with AI poised to disrupt the sales process. Still, both Neil and the hosts remain optimistic: FMOs like Spark are evolving, offering powerful tech and support. The key message? Agents must evolve from “order takers” to true advisors—guiding clients comprehensively through industry changes and personalized solutions.In summary, claim your power as an agent by diversifying your product line, leveraging smart tech, nurturing relationships, and embracing your advisory role. In a shifting Medicare world, these strategies are more essential—and more rewarding—than ever.This episode is sponsored by ⁠CertifiedMedicareAgents.com⁠. Use the coupon code BABES2024 for a free lifetime BRONZE membership.

In this episode, we talk to Adam Posner, founder of the loyalty consultancy The Point of Loyalty.We cover the value of loyalty programs beyond the obvious, when a brand shouldn't have a loyalty program and how a brand's body language can really affect the success of its program. External resources:The Point of Loyalty website - CLICK HEREFor Love or Money report 2025 - CLICK HEREAudio-Visual assets:Imagery: Photo by Matthew Brodeur on UnsplashMusic: Hot Thang by Daniel Fridell. CLICK HEREMusic: Don't Lie by Will Harrison CLICK HERE

Face aux lacunes technologiques dans le milieu juridique, Maître Jean-François Chabot a créé Nota Bene Légal, une plateforme de gestion pensée spécifiquement pour les cabinets d'avocats. Bien plus qu'un outil de facturation, ce CRM permet une tenue rigoureuse, confidentielle et chronologique des dossiers, grâce à un système de notes inaltérables et à un portail client sécurisé. Le logiciel favorise aussi le travail d'équipe via l'intégration aux services infonuagiques populaires et évite les erreurs liées aux échanges par courriel. L'outil, entièrement personnalisable, est déjà utilisé au-delà du milieu juridique. Merci à Nota Bene Légal pour leur soutien de la production de Mon Carnet cette semaine.

Neste episódio do Vamos de Vendas, falamos sobre como escalar vendas aproveitando o timing perfeito de mercado. Recebemos Ricardo Petta, profissional que já esteve no lugar certo, na hora certa, em empresas como XP, Google e atualmente no iFood Benefícios.Ricardo compartilha os desafios e oportunidades ao encontrar uma oferta alinhada ao que o mercado deseja no momento certo, além de debater a importância do Product Market-Fit e das preparações estratégicas para aproveitar janelas de oportunidade em vendas.

In this episode of iGaming Daily's Road to Lisbon series, host Charlie Horner sits down with Christopher Coyne, Co-Founder and CEO of 888Africa, for a discussion about the continent's iGaming landscape. Drawing from his global experience in the European and Australian iGaming sectors, Christopher highlights how Africa's unique challenges, such as outdated mobile devices, limited bandwidth, and a multitude of languages, create both obstacles and extraordinary opportunities. He points out that Africa's rapidly growing population and increasing government openness to regulated gaming as a source of tax revenue are driving a new era of professional iGaming expansion.The conversation moves deeper into 888Africa's strategic roadmap, shedding light on how the company chooses its markets and builds its footprint. Out of the 54 African nations, roughly 30 have regulated iGaming sectors, but entering each requires careful analysis. Christopher outlines a clear checklist: political stability, population size (preferably over 20 million), economic strength, and growing mobile penetration. Licensing frameworks and market competition are also major considerations. To illustrate the continent's varied regulatory and market environments, the episode contrasts two specific countries: Kenya and Malawi. Kenya, once a promising iGaming hub, is now riddled with regulatory reversals, including sudden tax hikes and a sweeping ban on advertising and CRM tools, measures that have created friction between operators and policymakers. Meanwhile, Malawi is emerging as an exciting new frontier, attracting serious attention due to its open regulatory stance and competitive yet fertile landscape. Christopher is optimistic that Malawi's approach, if mirrored across the region, could compress 10 to 15 years of market maturity into just a few. Host: Charlie HornerGuest: Christopher CoyneProducer: Anaya McDonaldEditor: James Ross

Construyó su propia herramienta de email marketing desde cero, ganó una aceleradora en EE.UU., se mudó a San Francisco con $100 000 de sus ahorros y empezó a tocar puertas… literalmente. Jorge Ferreiro no esperó a que nadie lo validara. Hoy lidera Smashsend, la plataforma que quiere destronar a Mailchimp con IA, velocidad y actitud “go get it”.Nos cuenta cómo construye una marca sin filtros, sin permiso y sin miedo.➡️Sigue a nuestro invitado https://www.instagram.com/jgferreiro➡️ Conoce Smashsend http://samshsend.com⏰ Minutos (1:01) La mejor estrategia de networking(2:52) Smashsend es email marketing con IA(3:57) Inicios de Jorge(9:25) La inteligencia no da dinero(14:10) Entender las reglas del juego(18:50) La importancia de exponerte(22:41) Ir por las oportunidades(23:48) El mejor CRM con IA(25:59) Competencia agresiva de Smashsend(27:19) Los problemas de Mailchimp(33:54) Cómo nace Smashsend(35:25) Cómo Smashsend pivotea tan rápido

Key takeaways include:-Why CRM data should go beyond KYC and track personal life events.-How small CRM details can make or break client trust.-The four-part CRM strategy Sue uses with advisor clients.-Real examples of how automation drives loyalty and referrals.-What to expect in a CRM consulting engagement with Elite and JEDI.Whether you're a solo RIA or part of a larger firm, this conversation will help you rethink how your CRM can drive meaningful client connections - and business growth.

In this episode of the Property Profits Podcast, host Dave Dubeau chats with Louisiana-based real estate investor and tech entrepreneur Carlos Pineda. Carlos shares how he went from wholesaling during the 2021 market frenzy to building a tech-driven, vertically integrated real estate business that now spans four companies. Carlos reveals the critical turning point in his journey: realizing that treating real estate like a real business—with systems, processes, and long-term strategy—was the key to long-term success. That led him to create Taskify, a CRM built by investors for investors, complete with AI tools to automate follow-ups, close deals, and manage operations. You'll hear Carlos break down the challenges he faced during the market shift in 2022, how he pivoted from a struggling wholesaling business to creating monthly recurring revenue through software, and why he's doubling down on commercial construction and government contracts to stay recession-proof. In this episode, you'll discover: Why Carlos believes most investors treat real estate more like a hustle than a business—and what to do differently How he transitioned from wholesaling to launching a tech company tailored to real estate pros The importance of multiple exit strategies How he's combining construction, tech, education, and investing into one scalable business model His thoughts on market resilience and long-term stability in North America   - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

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.----------------------------------------Varda Raises $187M Series C to Manufacture Medicine in Space

You're spending real money to drive leads… but where are the results? If your internet leads are sitting cold in the CRM, this episode will punch you in the gut (in the best way possible).Heather Deatherage is back, and she's not pulling any punches. She lays out exactly why most powersports dealerships fail at converting online leads, and how to fix it. From why you need a true internet sales team (not a warm body with a login), to 21-day follow-up playbooks, scripting secrets, KPIs, and speed-to-lead strategies that actually get customers through your doors.We're talking:The 15-minute window that wins the sale (or loses it forever)Why your CRM is your most underutilized profit centerThe top 5 killers of lead conversion inside most dealershipsWhy more leads isn't your problem — it's your broken processHow to structure, train, and manage a real internet department that performsStill guessing what to say or how often to follow up? Still letting floor guys “handle” your internet traffic? You're burning money. This episode shows you how to stop the bleeding and start converting.Plus: Heather shares a free action step you can take this week to audit your team's response time, and she even offers a mystery shop to show you where your gaps are.Listen now and stop treating online leads like second-class citizens.Links:More episodes: https://dealershipfixit.comMotoHunt Dealer Tools: dealers.motohunt.com

In this solo episode, I share the raw lessons I wish I'd known when I started running my painting business.This episode is about the truths that no one tells you when you start a painting business, the mistakes that cost me time, money, and even my sanity. I open up about the challenges that forced me to rethink what it means to run a business, step into true leadership, and create systems that scale.If you're serious about scaling your painting business and stepping into true leadership, this episode is for you.What I cover in this episode:✅ The biggest mistake that cost me time, money, and energy✅ Why doing the painting yourself holds you back from real growth✅ How to delegate and build a team that takes ownership✅ What happens when you underprice jobs to win them✅ The mindset shifts that took me from operator to CEOWant to grow your painting company without repeating the mistakes I made?

In this episode, Tom interviews Tanner Mullen, a successful painting contractor and the founder of DripJobs CRM. Tanner shares his journey from working in the restaurant industry to building a million-dollar painting business and launching a powerful CRM software designed specifically for contractors. They dive deep into sales strategies, the importance of follow-up, how to leverage Facebook ads effectively, and why communication is the ultimate differentiator in today's contracting world. Tanner also drops an incredible limited-time offer for listeners who want to try DripJobs.In this episode Tom and Tanner discuss:[01:21] Tanner's journey from the restaurant world to contracting and early lessons in sales[04:15] His entry into the painting business and how his family's background influenced him[06:20] The diverse and lucrative nature of the painting industry[09:54] Reaching $1M in 3 years and the strategies he used[10:44] Importance of production and why Tanner chose employees over subs[12:25] Lead sources and their conversion rates: Angie, Facebook, and influencer marketing[13:44] Facebook ads: why most contractors fail and how to fix it[16:12] The psychology behind ad content and attracting the right clients[18:03] Example of an emotional and values-driven Facebook ad that worked[20:02] How storytelling in ads builds trust and sets your brand apart[21:20] Origin of DripJobs and why Tanner built it out of necessity[24:12] The cost of slow response and the need for lead automation[27:04] First wins with automation and early development of DripJobs[30:09] Biggest surprises from running a software company[31:38] Competing with industry giants and winning[32:06] How automation and consistent follow-up elevate customer trust[35:55] DripJobs is a tool that scales communication for volume-based contractors[38:01] Teaser about an upcoming AI feature in DripJobs[38:12] Tanner's favorite features: two-way texting and visual pipelines[40:50] Tom shares how he discovered DripJobs and its biggest benefits[42:04] Using metrics and data to make marketing decisions[43:27] Free training and support offered to all DripJobs users[44:43] Bringing a red carpet experience from restaurants to contracting[46:06] Differentiating your company through communication and mission[48:12] Each touchpoint increases trust and buyer confidence[49:44] The psychology of expectation and perceived value[50:27] Why the first time a client sees you shouldn't be at the front door[54:05] Overcoming client uncertainty with visuals and AI renderings[55:06] Turning customer service into marketing with transparency[57:25] Tanner offers an exclusive 100-day free trial for DripJobs to Fight listenersLinks from the episode:

Relationship-Driven Growth with Jon Ferrara of NimbleOn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Jon Ferrara, CEO and Founder of Nimble, about the deeper value of authentic relationship management in business. As the creator of both GoldMine and Nimble, Jon has pioneered the CRM space for decades—and continues to champion people-first strategies that go beyond sales. He shares how his passions, personal journey, and entrepreneurial experience all reinforce a simple truth: building strong relationships is the foundation for long-term success.Why Human Connection Still Wins in a Tech-Driven WorldJon Ferrara believes business is personal. From inviting clients into his kitchen to weaving shared passions into conversation, Jon makes the case that authenticity builds trust—and trust drives growth. He explains how Nimble was designed as a CRM for the entire company, not just sales, pulling in contact data from email, LinkedIn, and other platforms to give teams a full picture of their relationships.Throughout the conversation, Jon explores why traditional CRMs often fail due to low adoption and poor data, and how Nimble overcomes these hurdles with automation and smart enrichment. Whether you're in sales, marketing, customer success, or partnerships, Nimble helps you stay top of mind and build meaningful, lasting connections. Jon also shares actionable tips—from leading with service to leveraging podcasting as a relationship tool—that any entrepreneur can use to grow their influence and network.Ultimately, Jon reminds us that success in business (and life) comes from being present, offering value, and consistently showing up for the people around you. Technology can enhance relationships—but it's the human touch that makes them matter.About Jon FerraraJon Ferrara is the CEO and Founder of Nimble. A pioneer in the CRM space, Jon previously founded GoldMine and now leads Nimble with a mission to simplify relationship management across the entire organization. He's passionate about helping professionals build authentic connections that drive both business growth and personal fulfillment.About NimbleNimble is a relationship-focused CRM designed for small businesses and teams. It unifies contact data from email, social platforms, and business apps—making it easy to track, manage, and nurture key relationships across sales, marketing, partnerships, and customer success.Links Mentioned in this Episode:Nimble WebsiteJon Ferrara on LinkedInEpisode Highlights:Why relationships—not just transactions—drive long-term successThe evolution of CRM from GoldMine to NimbleHow Nimble integrates with daily workflows to reduce frictionThe common pitfalls of CRM adoption and how to avoid themActionable tips for building meaningful business connectionsConclusionJon Ferrara's relationship-first mindset is a timely reminder in a world of automation and AI: genuine human connection is still your strongest competitive advantage. With the right tools—and the right intention—your network can become your greatest asset. If you're ready to lead with empathy, service, and strategy, Nimble offers a powerful way to grow your relationships and your business.Apply to be a Guest on The Thoughtful

ChatGPT Agent Mode is here. If you're wondering what types of use-cases we're using internally and some tips to get you ahead of the curve....we gotchyu. Make sure to join us as we put AI to Work this Wednesday. Try Gemini 2.5 Flash! Sign up at  AIStudio.google.com to get started. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:ChatGPT Agent Mode Overview & RolloutDifferences: AI Agents vs. Agentic WorkflowsChatGPT Agent Mode Hands-On DemoVirtual Desktop & Browser Capabilities ExplainedChatGPT Agent Use Cases for Business AutomationReal-World Agent Mode Example: Podcast AnalyticsPros and Cons of ChatGPT Agent ModeThree Key Tips for ChatGPT Agent SuccessAgent Mode Security, Privacy, and RisksCompetitive Landscape: OpenAI, Microsoft, Google AgentsTimestamps:00:00 "Exploring ChatGPT's Agent Mode"03:42 "ChatGPT Agent Mode Overview"07:14 "Enhanced ChatGPT Capabilities"13:31 "True AI Agents Unveiled"17:14 Spotify Podcast Metrics Challenge19:58 Podcast Retention Rate Analysis24:17 "New Tech Feature Faces Bugs"26:49 Google's Project Mariner Innovation29:43 Meeting Prep Automation Tool34:26 ChatGPT Agent Mode Benefits35:21 Real-Time Chatbot Interaction Tips41:51 ChatGPT Strengths and Weaknesses45:10 AI Agents for Truck Drivers?Keywords:ChatGPT Agent Mode, AI agent, OpenAI, generative AI, agentic model, virtual environment, agent-powered workflow, pro users, Plus plan, subscription rollout, Microsoft 365 Copilot, Google Gemini, Google Agent Space, enterprise AI, computer using agent, virtual desktop, API connection, terminal access, file upload, CSV analysis, Buzzsprout, Spotify podcast analytics, Apple Podcasts, podcast retention, data aggregation, live demo, automation, hands-on AI, multi-platform data extraction, PowerPoint creation, spreadsheet automation, connectors integration, privacy and data security, browser control, prompt engineering, context window, deep research mode, AI-powered spreadsheet, meeting prep automation, CRM data enrichment, repetitive task automation, manual data entry, multi-step workflow, virtual browser, business intelligence automation, AI-driven presentation, user activity log, iterative prompt refinement, SaaS integration, troubleshooting AI agents, future of AI agentsSend Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info)

In this podcast episode, Dr. Jonathan H. Westover talks with Chad E. Foster about resilience reimagined and navigating change and transformation. Chad E. Foster is a trailblazer defying limitations with resilience and innovation. Despite going blind at 21, he's a rainmaker, billion-dollar generator, and tech innovator. Graduating as the first blind executive from Harvard Business School's leadership program, Chad created CRM software for the visually impaired, doing what tech titans said couldn't be done. Thriving in a Fortune 500 company, he directed financial strategies that produced billions in revenue and best-in-class margins. Check out all of the podcasts in the HCI Podcast Network!