Podcasts about CRMS

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Best podcasts about CRMS

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Latest podcast episodes about CRMS

Modern Day Marketer
Why Connection Beats Conversion in Modern Marketing with Val Riley, Unbounce, Insightly, LeadsRX

Modern Day Marketer

Play Episode Listen Later Aug 6, 2025 22:44


“The best thing we can do as sellers is match the urgency of the person who is reaching out to us.” says Val Riley, VP of Marketing at Unbounce, Insightly, and LeadsRX.In this episode of The Content Cocktail Hour, host Jonathan Gandolf chats with Val about the shift from conversion to connection, both in your tech stack and your go-to-market strategy. With deep experience spanning CRM, landing pages, and attribution tools, Val shares how brands can build more meaningful customer experiences by removing friction between form fill and follow-up. She also unpacks what it looks like to move fast as a challenger brand in the AI era and how being “right-sized” in your CRM approach can actually lead to better results across your funnel.In this episode, you'll learn:Why 25–50% of form fills are wasted and how to fix thatWhat it means to align sales and marketing around a shared funnel viewHow mid-market CRMs can offer enterprise-grade AI without enterprise-grade headachesResources:Connect with Jonathan on LinkedIn: https://www.linkedin.com/in/jonathan-gandolf/Explore AudiencePlus: https://audienceplus.comConnect with Val on LinkedIn: https://www.linkedin.com/in/valerie-riley-marketer/ Explore Unbounce: https://unbounce.com/ Explore Insightly: https://www.insightly.com/ Explore LeadsRX: https://leadsrx.com/Explore Closing Time: https://www.insightly.com/closing-time/ Read the report: https://app.thejuicehq.com/content/TBtyYfywtWN9NQ8T3MCzBbag Timestamps:(00:00) Intro(00:54) Meet Val Riley(04:19) The importance of conversion and connection(09:28) Aligning sales and marketing teams(11:21) Right-sized CRM solutions(14:50) AI in CRM: opportunities for challenger brands(18:55) Unpopular opinions in B2B marketing

Affiliate BI
Affiliate CRM, Dynamic Variables & the Future of Tracking with Joe Hatch

Affiliate BI

Play Episode Listen Later Aug 5, 2025 27:35


In this episode of Affiliate BI, John Wright sits down with Joe Hatch, Head of Product at StatsDrone, to pull back the curtain on the complexities of affiliate marketing infrastructure, automation, and data reliability. From building in-house stats tools to integrating dynamic variables, Joe gives a deeply informed take on what it really takes to run a successful affiliate operation at scale. They kick off by discussing the illusion that building your own stats platform is easy. Joe details the real challenges — from managing over 1,900 affiliate programs across 90+ software types to maintaining reliable data through inconsistent APIs, scraping, and authentication hurdles. He challenges the belief that AI agents alone can solve these problems, pointing out the edge cases and standardization issues that AI still struggles with. The episode explores practical tools and innovations Joe has been building, including WordPress plugins for Pretty Links and Thirsty Affiliates that simplify dynamic variable tracking. Joe explains how proper click ID management enables deeper analytics and real attribution, turning affiliate sites into powerful CRMs — capable of identifying individual users, tracking their behaviour post-click, and even retaining or reactivating them with targeted offers. The conversation also dives into hot-button issues like shaving and data transparency. Joe explains the importance of change detection and communication between affiliates and operators, while emphasizing that not all data changes are nefarious. For tech-savvy affiliates, Joe lays out integration possibilities using tools like Airtable, Looker Studio, Tableau, and the versatile n8n automation platform. They wrap with a discussion on the future of affiliate marketing as it converges with business intelligence — plus a fun mention of Joe's satirical project, the iGaming Bullshit Generator.

No More Excuses: Monday Motivation podcast
Podcast #432: Is AI Helping Your Business… or Hurting It?

No More Excuses: Monday Motivation podcast

Play Episode Listen Later Aug 4, 2025 7:00


HAPPY MONDAY MOTIVATION! Welcome back, Badasses, to another episode of No More Excuses! Today, I've got one big question for you:Is AI helping your business… or hurting it? Or hell, have you even TRIED it yet? Because here's the truth—AI is not coming. It's already here. And whether you like it or not, your competition is probably already using it to streamline their operations, create content faster, automate customer service, or cut costs without cutting corners. So, I'll ask again: Is it helping or hurting your business? Let's back up a bit. AI has been dominating headlines—ChatGPT, automation tools, CRMs that think for you. And yes, it can feel overwhelming, especially if you're already juggling a million things just trying to keep your business moving. I get it. But let me be brutally honest for a second: If you're ignoring AI because you "don't get tech" or "don't have time"— That's an excuse. And you know this show doesn't tolerate that. Let's talk about what AI can do for your business—RIGHT NOW: It can write your social media captions, blogs, or email newsletters in minutes. It can automate customer responses or appointment reminders. It can help you analyze customer data, feedback, and buying trends without hiring a full-time team. It can take the repetitive crap off your plate so you can focus on actually growing your business. Now does that mean you should outsource your entire business brain to a bot? Hell no! But if you're stuck in busywork mode while your competitors are using AI to scale, you're falling behind. So, here's what I want you to ask yourself: Have I even TRIED using AI in my business? Am I curious or closed off to what it can do? Where in my business am I wasting time that a smart tool could streamline? And if your answer is, “I don't know where to start,” guess what? That's not a stop sign. That's a starting point. There are simple tools—many of them free or low-cost—that are built for people like YOU. You don't need to be a tech wizard to use them. Quick Action Challenge: This week, I want you to pick ONE task—just one—that eats up your time. Maybe it's writing a weekly email, answering the same client question over and over, or chasing down appointments. Now, go find an AI tool to help with it. Use ChatGPT. Try an AI scheduler. Explore automation in your email platform. Just TRY something. Because if you're not at least experimenting, you're choosing to stay stuck. And you, my friend, are too damn smart and too damn badass for that. AI isn't here to replace your magic. It's here to amplify it—if you let it. So, stop resisting. Stop making excuses. And go lead your business like the badass you are. I'll see you next week on No More Excuses. Now go take action—your future self is waiting. Cheers! Sandi

The Roof Strategist Podcast
Roof Claims Will Change FOREVER: Verisk (Xactimate) Will Own AccuLynx

The Roof Strategist Podcast

Play Episode Listen Later Aug 1, 2025 66:05


The company behind Xactimate, Verisk, will own AccuLynx.A $2.35B acquisition…And roof claims may change forever.Because now… Verisk controls both the estimating, CRMs, and a lot more. claims.If you think insurance was tough before…Just wait.In this new video with John Senac, we discuss:- What Verisk openly shares in their investor deck- How contractor data could be used for insurance pricing control- What this could mean for roof claims movingThis could be the biggest shift in roofing claims in decades.And it's happening fast.If you want to stay ahead, you need to see what's coming.We talk about stuff like this every day inside the Roofing & Solar Reform Alliance.It's the place where value-aligned leaders share secrets, spot trends early, and grow together: https://www.rsra.org/join/=============FREE TRAINING CENTERhttps://theroofstrategist.com/free-training-centerJOIN THE ROOFING & SOLAR REFORM ALLIANCE (RSRA)https://go.rsra.org/join-podcastGET MY BOOKhttps://a.co/d/7tsW3Lx GET A ROOFING SALES JOBhttps://secure.rsra.org/find-a-job CONTACTEmail: help@roofstrategist.comCall/Text: 303-222-7133FOLLOW ADAM BENSMANhttps://www.youtube.com/channel/UCSVx5TWX-m2dl6yuUVF05Dwhttps://www.facebook.com/adam.bensman/   https://www.facebook.com/RoofStrategist/ https://www.instagram.com/roofstrategist/ https://www.tiktok.com/@roofstrategist https://www.linkedin.com/in/roofstrategist/#roofstrategist #roofsales #d2d  #solar #solarsales #roofing #roofer #canvassing #hail #wind #hurricane #sales #roofclaim #rsra #roofingandsolarreformalliance #reformers #adambensman 

BE THAT LAWYER
Nick Werker: The Overlooked Power of Intake and Client Communication

BE THAT LAWYER

Play Episode Listen Later Jul 31, 2025 34:30


In this episode, Steve Fretzin and Nick Werker discuss:The importance of proper phone handling in law firm intake processesHow customer experience begins with an intentional communication strategyShifting lawyer mindsets around sales and client engagementThe evolving standards of professionalism and wellness in legal practice Key Takeaways:Solo and small law firms often lose clients due to missed calls or lack of call-forwarding plans, which can be easily fixed with tools like rollover call forwarding.Answering services should align intake scripts with law firms' CRM systems and help pre-qualify callers without turning anyone away, allowing for both client conversion and effective referrals.Intake staff should prioritize empathy and rapport over data collection, allowing callers to fully explain their problem before asking for details.Lawyers frequently lose potential clients not due to pricing or competence, but due to a lack of communication and failure to follow up after the initial contact."Don't pressure people, but let them know that you have a solution to their problem and that and why you're the best solution to that problem." —  Nick Werker Unlock the secrets of rainmaking success—join Steve Fretzin and four powerhouse legal experts for Be That Lawyer LIVE on August 27; reserve your spot now at fretzin.com/events. Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/About Nick Werker: Nick is the founding marketer and current marketing leader at Answering Legal. Since 2014, Nick has been working to help lawyers improve the way they communicate with their clients, strengthen legal intake, organize messages, create workflows for CRMs, and spread awareness on all things happening in the legal community.When he's not podcasting, building custom GPTs, or thinking about ways to spread the Answering Legal message, he is a strong proponent of self-improvement. He also loves helping friends and community members find business success using marketing strategies.Connect with Nick Werker:  Website: https://www.answeringlegal.com/Phone: (631) 686-9700Email: nick@answeringlegal.comLinkedIn: https://www.linkedin.com/in/nicholas-werker/ & https://www.linkedin.com/company/answering-legal-inc/Instagram: https://www.instagram.com/answeringlegal/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

The Walk Thru
Post Every Day With Half the Effort: Here's How | The Walk Thru 162

The Walk Thru

Play Episode Listen Later Jul 31, 2025 49:10


Dustin Brohm, aka Massive Agent, joins Jason Cassity and The Broke Agent to discuss a new Instagram feature (quizzes), AI for content creation, Forward takeaways, what works on IG today, and the marketer of the week.

Secrets of the Top 100 Agents
Breaking barriers: Geraldine Hermens on resilience, growth, and leading in real estate

Secrets of the Top 100 Agents

Play Episode Listen Later Jul 29, 2025 43:38


In this episode, REB's Liam Garman sits down with Geraldine Hermens – top-selling agent and licensee at LJ Hooker Dunedin – to uncover the grit, determination, and leadership that have defined her extraordinary 32-year career. From being one of only a handful of women in real estate in Dunedin in the early 1990s to building a market-leading family business, Geraldine shares the mindset, work ethic, and personal sacrifices that helped her rise to the top in a male-dominated industry. Geraldine reveals the strategies she used to outwork the competition, build long-term trust in a tight-knit market, and maintain a consistent pipeline in the days before mobile phones and CRMs. She also unpacks the value of brand alignment, mentorship, and ongoing education – and how these have powered both her personal growth and her team's long-term success. Now working alongside her daughter in a thriving family-run agency, Geraldine offers practical insights into legacy planning, client relationships, and creating a supportive, high-performance culture.

Salesology - Conversations with Sales Leaders
148: Vaughn English – How to Build Out a Sales Team

Salesology - Conversations with Sales Leaders

Play Episode Listen Later Jul 28, 2025 33:11


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/. 

Kari's Confessions
How to Build Long-Term Relationships with Donors

Kari's Confessions

Play Episode Listen Later Jul 27, 2025 11:42


Want to move beyond one-time gifts and start building meaningful, long-term relationships with your donors? In this episode Kari breaks down what donor relationship management really means and why it's so much more than a thank-you note and a donation receipt.

The Tech Trek
Why the Boring Business Wins

The Tech Trek

Play Episode Listen Later Jul 25, 2025 24:31


What do founders get wrong when trying to build a startup? Jeff Gibson, CTO and co-founder at Kintsugi, joins the show to break down how he approaches building around real business problems—not flashy features. Drawing from pre-IPO roles at Atlassian and his journey scaling Kintsugi, Jeff shares why understanding cash flow, revenue mechanics, and operational bottlenecks is critical for building something that lasts. Whether you're a startup founder or tech leader, this one's full of sharp insights on building with purpose.Key Takeaways • Solving “boring” problems can be wildly valuable—if you understand where the money flows • Great businesses start with a clear grasp of what companies actually value, not just what users say they want • Pre-IPO cleanup reveals hidden complexity in compliance, revenue recognition, and internal tooling • Pivoting without a strong North Star leads to wasted cycles; solve for the cause, not just symptoms • Not every successful business needs to be venture scale—but it does need to be viable and focusedTimestamped Highlights 01:17 — What Kintsugi actually does, and why indirect tax is a massive hidden challenge 03:49 — The “pre-IPO cleanup” playbook and how it shaped Jeff's understanding of business systems 06:52 — Why chasing product-market fit is risky if you don't deeply understand the business problem 09:44 — Talking to 100 customers before writing a single line of code 12:57 — The opportunity in low-innovation, high-value spaces (think CRMs, billing, compliance) 16:44 — Niche wins: why a $10M business in a focused segment can be more valuable than chasing unicorn statusQuote of the Episode “You don't want to find a boring problem that's commoditized. You want a boring problem that's valuable.”Resources Mentioned • Kintsugi: https://www.kintsugi.comCall to Action If you found Jeff's insights helpful, follow The Tech Trek for more conversations with builders and leaders shaping the future of tech. Share this episode with a founder friend, and don't forget to subscribe wherever you listen. Want to keep the conversation going? Connect with Jeff on LinkedIn.

Rethink Real Estate
Best Blueprint for Building a Scalable Real Estate Business in 2025 | Rethink Real Estate S4E55

Rethink Real Estate

Play Episode Listen Later Jul 25, 2025 10:30


In this solo episode of Rethink Real Estate, host Ben Brady flips the script on what it really means to be a modern real estate agent in 2025. Forget the old-school mindset of chasing transactions. Ben argues that your real job now? Data analyst. The most valuable currency in today's market isn't listings — it's information. And most agents are missing the mark entirely.Ben dives into why names, phone numbers, emails, and detailed segmentation should be your primary KPI. He breaks down practical, no-fluff ways to gather more local data — from tweaking your open house strategy to cold prospecting with a fresh lens. This episode isn't about fancy CRMs or complicated systems. It's about rethinking the fundamentals: How much opportunity do you actually have in your database?Whether you're a new agent or a seasoned top producer, this is the reset button you didn't know you needed. Ben shows how expanding your data inputs expands your income — and why volume is the byproduct of consistency, not luck.⏱️ Timestamps & Key Topics:[00:00:00] – Why Real Estate Agents Are Actually Data Analysts[00:01:06] – Your Database Is the New Commodity[00:02:16] – The Metric That Matters More Than GCI[00:03:03] – Open House Tactics That Actually Work[00:04:30] – Stop Giving Out Brochures (And Do This Instead)[00:05:48] – Reframing Cold Prospecting as Data Refinement[00:08:40] – The Real Reason You're Not Doing More Deals

WealthStack
The WealthStack Podcast: The Meeting Assistant Revolution with Parker Ence

WealthStack

Play Episode Listen Later Jul 25, 2025 35:20


In an industry where personalization and scale are often at odds, AI-powered meeting assistants are becoming a cornerstone of the modern advisor's tech stack. These tools promise to eliminate hours of administrative work by automatically capturing meeting notes, updating CRMs and handling post-meeting follow-ups. But in wealth management, where trust, accuracy and compliance are everything, … Read More Read More

The Thoughtful Entrepreneur
2242 - How Building Relationships Can Transform Your Business Strategy with Nimble's Jon Ferrara

The Thoughtful Entrepreneur

Play Episode Listen Later Jul 24, 2025 19:01


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

Torsion Talk Podcast
Torsion Talk S8 Ep112: Escaping the Field – From Technician to Visionary in Your Home Service Business

Torsion Talk Podcast

Play Episode Listen Later Jul 24, 2025 38:09


In this thought-provoking episode, Ryan tackles one of the most overlooked transitions in the home service world: moving from the field to the office. After receiving a powerful listener question—"What should I do now that I'm finally working on my business instead of in it?"—Ryan unpacks the journey that many business owners face but few talk about.Drawing from his own path, including his infamous 10-hour first install and his management background, Ryan walks through what it takes to zoom out and lead your business strategically. He dives into setting a vision, building systems, investing in branding, and creating culture that extends beyond your company walls. You'll hear why leadership development is non-negotiable if you want to scale and what “CEO Day” looks like when done right.This episode doesn't shy away from hard truths—like how ego keeps you feeling “needed” but stuck, or how taking out the trash may be costing your business more than you realize. Ryan introduces the “bucket value” analogy to help business owners prioritize their time and delegate low-value tasks. He also shares real-life advice from HVAC legend Matthew Holtkamp, including how to ask, “Can someone else do this?” before taking action.Ryan breaks down why working ON the business means installing systems, not just garage doors, and how to avoid falling back into old habits by setting triggers and KPIs that expose where you're slipping. He also covers the guilt many business owners feel when stepping back—and why it's time to stop apologizing for being a leader.The episode ends with a clear call to invest in your personal and business growth through coaching, masterminds, CRMs, automations, and smarter communication tools. Ryan even teases a new all-in-one messaging platform that could reshape how contractors manage customer interaction across channels.If you're ready to stop wearing every hat and start leading with clarity, this is the episode that'll nudge you forward. Whether you're doing $200K or $20M, the challenges are the same—and the answers start here.Fort Lauderdale Intensive – 2 Seats Left! Join Ryan and the team for a 3-day business growth retreat: Luxury stay, private chef, whiteboard strategy sessions, and life-changing clarity. → garagedooru.com/intensiveFind Ryan at:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://garagedooru.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aaronoverheaddoors.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://markinuity.com/⁠Check out our sponsors!Sommer USA - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://sommer-usa.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Surewinder - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://surewinder.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stealth Hardware - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://quietmydoor.com/⁠

PROBATE MASTERMIND Real Estate Podcast
From First Listing to Long-Term Success: Marketing, CRM, and Mindset Tips! | ATL Mastermind 538

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Jul 24, 2025 58:03


Tune into 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 panel returned to an open forum, fielding real-world questions from agents and investors building momentum in the probate, divorce, and late mortgage space. A new agent shared her first listing win and asked how to prep leads efficiently and build credibility without a website. The team stressed that over-researching wastes time encouraging her to start calling, focus on out-of-state PRs, and lead with value. Aline, Tim, and Alyssa highlighted ATL's tools like ready-made websites, CRMs, and marketing materials that build trust fast. Cam shared how consistent attorney outreach and offering notary and mediation services has grown his business. Bill recapped a wild short sale deal, while Bruce explained how to vary voicemail strategies to trigger callbacks. The episode wrapped with advice on mailing cadence, long-term follow-up, and why persistence often leads to wins months down the road.  

The Walk Thru
TikTok for Real Estate: The Secret To Converting Leads | The Walk Thru 161

The Walk Thru

Play Episode Listen Later Jul 24, 2025 55:07


Candice Carcioppolo and Theoni Rapo join Jason Cassity and The Broke Agent to discuss what to put in your IG bio, what content works on TikTok, and the marketer of the week.

CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue 16 Media & CBNation.co
IAM2536 - Serial Entrepreneur Creates Hyper Growth Products and Product Teams

CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue 16 Media & CBNation.co

Play Episode Listen Later Jul 23, 2025 16:55


David Cancel is a seasoned entrepreneur, author, and technology leader best known as the founder and Executive Chairman of Drift, the leading platform for conversational marketing and sales.    With a career spanning five successful startups, including Performable, Compete, and Ghostery, David has built a reputation for creating high-growth products and scaling world-class teams.    David shares how his upbringing in an entrepreneurial household influenced his career and how Drift was born out of a desire to modernize outdated sales and marketing tools that no longer fit today's buyer-centric landscape.   He explains that traditional lead capture methods, like forms and email nurture sequences, are obsolete in a world where customers expect real-time, 24/7 access to solutions.    David emphasizes that true innovation isn't just about software — it requires a complete cultural and data model shift, similar to how the social graph disrupted CRMs.    David advocates for embracing mentorship and collective knowledge rather than learning every lesson through struggle, as the most important insights often come from others, and the earlier we internalize them, the better.   Website: Salesloft  LinkedIn: David Cancel  Instagram: dcancel   Previous Episode: iam330-serial-entrepreneur-creates-hypergrowth-products-and-product-teams   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!

Private Capital Mastery
Unlocking M&A Potential w/ Greg Lehr

Private Capital Mastery

Play Episode Listen Later Jul 22, 2025 24:44


In this episode of the M&A Guide Podcast, host Brian Franco speaks with Greg Lehr, co-founder and CEO of Mammoth Results, about the critical role of CRMs in business growth, the importance of fixing fundamentals for valuation, common mistakes in scaling businesses, and strategies for de-risking transactions in M&A. They emphasize the need for predictable revenue and effective cash flow management to build buyer confidence and ensure successful exits.

Pressure Washing Marketing Podcast
Episode 54: Why Automation Is Key to Scaling Your Exterior Cleaning Business with Corey Edmonds

Pressure Washing Marketing Podcast

Play Episode Listen Later Jul 22, 2025 50:46


Where to find Corey Edmonds:My Service Robot: https://myservicerobot.comYouTube Channel: https://www.youtube.com/@coreyedmondsJoin Jonathon Henderson from Pressure Washing Marketing Pros as he sits down with Corey Edmonds—former owner of a $2.3 million exterior cleaning company and founder of My Service Robot—to talk automation, delegation, and the systems that separate chaos from scale.In this high-impact episode, Corey shares how he went from losing money in a $700K business at 21 to building and selling a multi-million dollar pressure washing company in Washington State. Now running one of the most respected automation firms for home service businesses, Corey gives you the blueprint to systemize everything—from lead follow-up and crew reminders to automated safety training and performance-based pay.If you're still on the truck or stuck chasing leads manually, this is your wake-up call. Corey breaks down what most pressure washers get wrong with CRMs like Jobber, Housecall Pro, and Markate—and how to fix it fast using the tools inside Go High Level and My Service Robot.Key topics covered in this episode include:✅ How Corey scaled from $0 to $2.3M with systems and automations✅ The most important automation every pressure washer needs✅ How to automate your hiring funnel from application to onboarding✅ Why automating training protects you (and saves thousands)✅ How to implement performance pay and drive technician accountability✅ The difference between an FSM and a true CRM✅ Why “I need more leads” is the wrong mindset✅ How to capture and convert every lead (without chasing them)✅ Tips for setting up follow-ups, review requests, and reactivation campaigns✅ What big companies do differently—and how you can replicate itCorey also shares how he built an entire training platform inside Go High Level, reduced admin hours across the board, and why automation is the most valuable employee you'll ever hire.

Letting & Estate Agent Podcast
The biggest mistake I ever made in the property business - Ep. 2272

Letting & Estate Agent Podcast

Play Episode Listen Later Jul 22, 2025 6:30


The Biggest Mistake in Estate Agency Tech: Mal McCallion Tells All! What if the biggest mistake of your career was trusting technology to do it all? In this candid and thought provoking conversation, we're joined by Mal McCallion, (the man behind PrimeLocation and Zoopla), as he reflects on his early belief that tech would revolutionise estate agency without much human input. Fast forward to today, and with AI dominating the conversation, Mal reveals why that mindset was flawed and what agents really need to know. This episode dives into how AI is reshaping the property industry, not by replacing people, but by shifting how we work. Mal talks about the real opportunities AI brings, the dangers of hype, and why relationships still sit at the heart of the business. He also challenges whether CRMs are keeping pace, and what agents should be doing to stay ahead. Listen now and share your thoughts. Has AI started changing your business yet, or are you still waiting to see the impact?

7-Figure Educator
72: 2025 Market Trends Every Educator Must Know!

7-Figure Educator

Play Episode Listen Later Jul 21, 2025 19:14


Discover the essential "2025 Market Trends Every Educator Must Know!" to unlock your full entrepreneurial potential. In this episode of the Seven Figure Educator Podcast, Dr. Erica Jordan Thomas dives into how educators can navigate a trust-driven economy, leverage key strategies to build thriving businesses, and turn their expertise into a seven-figure enterprise. Whether you're new to business or looking to scale, this video offers actionable insights to bet on yourself, embrace mindset shifts, and invest in growth. **KEY POINTS:** - **Navigating the 2025 Marketplace:** Learn why attention is the new currency and how relationship-driven strategies will set you apart in a "trust recession." - **Mindset Shifts for Success:** Stop playing small—now is the time to take your business seriously. "If you're committed to being a secret, you're committed to losing." - **Building Community and Trust:** Discover how the "7-11-4 Rule" can deepen connections through long-form content and diverse interactions. - **Invest in Growth:** Dr. Erica emphasizes the importance of maintaining a personal development budget and leveraging tools like CRMs to manage client relationships effectively. - **Unwavering Belief in Opportunity:** According to Forbes, entrepreneurship will drive the economy in 2025. This is your unique window to create, lead, and succeed. Dr. Erica shares powerful strategies, including growing your business with five-figure offers and scaling with micro-offers under $2,000. As she puts it, "Attention is the new currency, and relationships are the backbone of a thriving business." Unlock your potential as an education consultant, build financial freedom, and join a like-minded community of resilient entrepreneurs. If this inspired you, hit **SUBSCRIBE** for more transformational content, **LIKE** this video, and share it with a friend. Let's grow together—because your brilliance deserves to be seen! #socialmediamarketing #digitalmarketing #classroommanagementstrategies #entrepreneurship #differentiatedinstruction RESOURCES: [⁠MEET⁠] Are you an educator looking to start or grow your education consulting business? Click ⁠here⁠ to book a call with our team and learn more about our programs! ⁠⁠⁠[FREE]⁠⁠⁠ Don't miss my free 5-Day 7-Figure Business School and learn the blueprint to grow a seven-figure education consulting business. I'm going to teach you the psychology of a millionaire, how to identify million-dollar problems, package and price your offers, master my seven-figure sales process, and identify leads to pitch immediately. ⁠⁠⁠Click HERE to sign up now⁠⁠⁠! [FREE] Want to know the inside scoop on market changes to anticipate and the business strategies you need to make in 2025 to make this year your biggest year in business? Download my 2025 Education Consulting Market Trends & Business Success Strategies. Click HERE to grab it now! ⁠⁠⁠[LIVE EVENT]⁠⁠⁠ Join us at Seven Figure Educator Live, a three-day event in Atlanta, Georgia, where you'll experience unparalleled support, community, and fellowship with your fellow educators. ⁠⁠⁠Click HERE to grab your ticket now⁠⁠⁠ and let's make magic happen together in Atlanta!  ⁠⁠⁠[FB COMMUNITY]⁠⁠⁠ Don't miss out on your chance to connect with other education consultants in our free public Facebook group! ⁠⁠⁠Click HERE⁠⁠⁠ and find your 7-Figure community today. ⁠⁠⁠Dr. Erica Jordan-Thomas ⁠⁠⁠ IG | ⁠⁠⁠@e_jordanthomas⁠⁠⁠ LinkedIn | ⁠⁠⁠@erica-jordan-thomas-ed-l-d-86314764⁠⁠⁠  Facebook | ⁠⁠⁠@EJTConsultingLLC⁠⁠⁠  Enjoyed this episode? Like, rate, and subscribe to the 7-Figure Educator podcast! 

HER Business Elevated Podcast
84. How HoneyBook Helped Jackie Klein Scale Her Business After Teaching

HER Business Elevated Podcast

Play Episode Listen Later Jul 21, 2025 22:59


In this episode of Her Business Elevated, I chat with Jackie Klein—a former educator turned systems consultant and HoneyBook expert. Jackie shares her inspiring journey from teaching to tech, how COVID opened a new chapter for her, and how she leveraged her background to become a sought-after CRM consultant for women solopreneurs. We unpack what a CRM actually is, why HoneyBook has become her tool of choice, and how it can transform the back end of your business into a streamlined, automated machine. Jackie explains how she bridges tech with teaching to make HoneyBook easier to understand—and how her HoneyBook Success Network membership offers business owners the coaching, community, and tech support they need to confidently scale.Inside this episode:Jackie's pivot from the classroom to consulting after early retirement How a $1 HoneyBook trial changed her business trajectoryThe biggest myths about CRMs and automations—and how to reframe themExamples of automations every solopreneur should considerWhy you're not automating the relationship—just the systemsHow to map your client journey before you start building workflows The real-time support Jackie offers inside her HoneyBook Success NetworkMentioned in this episode:Take Jackie's 2-minute systems quiz: hellojackieklein.com/quiz Learn more about Jackie's membership and services: hellojackieklein.com 

Grow My Cleaning Company's Podcast
The One System That Helps You Close More Clients Without Working Harder: Episode 1302

Grow My Cleaning Company's Podcast

Play Episode Listen Later Jul 18, 2025 22:55


In this episode, Lindsay is joined by marketing expert Jackson Pinkoski to break down the must-have tool for cleaning business owners: CRMs (Customer Relationship Management systems). They talk about why CRMs aren't just for big companies and how they help you track leads, boost sales, and avoid sticky-note disasters. Whether you're running a small residential service or managing a few big commercial accounts, a CRM can save time, protect relationships, and grow your business. Jackson shares real-world examples and tips on getting started without overwhelm. They even explain how to outsource the setup if tech isn't your thing. If you've ever lost a lead or forgotten a follow-up, this is your wake-up call! Love the idea, but find it overwhelming? Want to learn the next steps like, what to actually say on the call? Jump on a call with one of our coaches and learn strategies on how to grow your cleaning company and start loving your job every day! Book here

The Next 100 Days Podcast
#484 - Chris Brisson - Texting

The Next 100 Days Podcast

Play Episode Listen Later Jul 18, 2025 43:34


Chris Brisson runs a texting platform from the website salesmsg.com he is the founder of Salesmsg, and discusses SMS marketing and business communication strategies.Summary of the PodcastKey TakeawaysSalesmsg provides a platform for businesses to send and receive SMS messages, integrating with CRMs for automated, two-way text conversationsSMS is emerging as a critical channel for business communication due to high open rates and engagement compared to email or phone callsEthical use of SMS marketing requires explicit opt-ins; unsolicited texting is illegal and damages customer relationshipsSalesmsg offers AI-powered text conversations that can qualify leads and drive conversions while maintaining a natural, human-like toneSMS as a Business Communication ChannelSMS is becoming increasingly important as email deliverability declines and fewer people answer phone callsText messaging offers a "clean" channel with high open and engagement ratesBusinesses can use SMS for lead generation, engagement, qualification, revenue driving, feedback collection, and referralsSalesmsg Platform FeaturesIntegrates with major CRMs like HubSpot, Salesforce, and PipedriveAllows businesses to send/receive texts from computers, not personal phonesOffers automation capabilities for immediate response to web form submissionsProvides AI agents that can conduct human-like conversations using brand voiceCompliance and Best PracticesExplicit opt-ins are required; cannot text old lists without new permissionBusinesses must get approved to send text messages, ensuring legitimacyBest to use SMS as a channel to move customers to the next stage in the funnel, not for hard sellingKeep messages simple, personal, and natural - avoid long, marketing-heavy textsUse Cases and ROIEvent speakers using SMS for lead capture (e.g., "Text 'slides' to this number")Appointment reminders and delivery notificationsSales follow-ups and meeting schedulingCustomer support and engagementPricing and Volume Considerations$49 per 1000 credits (1 credit = 1 text message sent)Costs can add up with conversational use, but ROI often justifies expenseStart with smaller plans and scale up as neededNext StepsExplore Salesmsg integration possibilities with existing CRM systemsReview current opt-in processes to ensure SMS complianceConsider testing SMS for upcoming events or campaigns to gauge effectivenessEvaluate potential ROI of SMS marketing compared to other channels The Next 100 Days Podcast Co-HostsGraham ArrowsmithGraham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. Graham founder of MicroYES, a Partner for MeclabsAI, where he introduces AI Agents that sit on websites, to increase engagement, dwell time, leads and conversions.Kevin ApplebyKevin specialises in finance transformation and implementing business change. He's the COO of

INspired INsider with Dr. Jeremy Weisz
[Direct Response Series] How To Build a High-Performing Sales Team With Nick Loise

INspired INsider with Dr. Jeremy Weisz

Play Episode Listen Later Jul 17, 2025 42:21


Nick Loise is the Founder and Chief Sales Officer of Sales Performance Team, a company dedicated to helping small and midsize businesses enhance their sales leadership, processes, and systems. With a background as a salesperson, sales leader, entrepreneur, marketing executive, and President's Club winner, he brings a wealth of experience to his clients. Nick has authored and co-authored several books on sales and marketing, including Moving the Sales Needle in Your Business and The Ultimate Guide to Managing Your Sales Team. He is also a sought-after speaker who has shared the stage with industry leaders such as Dan Kennedy, Russell Brunson, and Barbara Corcoran. In this episode… Many businesses struggle with low sales conversion rates despite having a steady stream of leads. Sales teams often lack structured processes, fail to properly follow up, and lose opportunities due to ineffective recruiting and inadequate onboarding. How can companies create scalable sales systems, hire the right people, and consistently close deals? Nick Loise, an expert in building high-performing sales teams and developing sales systems, provides actionable strategies to overcome these challenges. He emphasizes the importance of building proven, repeatable sales processes rather than relying on individual salesperson styles. He highlights key tools like CRMs, follow-up automation, and AI-driven pipeline analysis to streamline operations. Nick also stresses that active listening is a critical, often overlooked skill in sales, and he recommends using flowcharts instead of rigid scripts to guide sales calls. He shares proven methods for recruiting top sales talent using direct response techniques and detailed screening processes to avoid costly hiring mistakes. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz interviews Nick Loise, Founder of Sales Performance Team, about building effective sales teams and systems. Nick shares insights on sales process design, sales team recruiting, and using technology to improve pipeline management. He also discusses active listening, overcoming constraints in the sales cycle, and the differences between selling and closing.

The Walk Thru
How This Agent Closed 10 Deals With Only 600 YouTube Subs | The Walk Thru 160

The Walk Thru

Play Episode Listen Later Jul 17, 2025 55:50


Shannon Mangin joins Jason Cassity and The Broke Agent to discuss Instagram's new update, getting leads on YouTube, and the marketer of the week.

Real Estate Coaching Radio
Your Database Stinks - Let's Clean it up & Cash In!

Real Estate Coaching Radio

Play Episode Listen Later Jul 16, 2025 30:28


Welcome back to America's #1 Daily Podcast,  featuring America's #1 Real Estate Coaches and Top EXP Realty Sponsors in the World, Tim and Julie Harris. Ready to become an EXP Realty Agent and join Tim and Julie Harris?  Visit: https://whylibertas.com/harris or text Tim directly at 512-758-0206. ******************* 2025's Real Estate Rollercoaster: Dodge the Career-Killers with THIS Mastermind!

Shed Geek Podcast
Behind the Scenes at Shed Geek: Where Marketing and Faith Intersect - Part 3

Shed Geek Podcast

Play Episode Listen Later Jul 16, 2025 66:27 Transcription Available


Send us a textEver wondered why some shed companies break through revenue plateaus while others stay stuck? In this revealing episode, the Shed Geek Marketing team pulls back the curtain on what truly works for growing shed businesses, especially those in the crucial $7-20 million revenue range.We dive deep into why this particular revenue bracket represents the "sweet spot" for marketing partnerships - these companies have mastered their operations but need specialized marketing scaffolding to reach the next level. The conversation candidly addresses one of the industry's most contentious issues: data ownership. "You own everything when you work with us," we emphasize, contrasting this approach with unfortunate industry practices where companies hold client data hostage after relationships end.The team explores how effective marketing extends far beyond websites and social media, requiring seamless integration with your entire business ecosystem - from CRMs and POS systems to 3D configurators and sales processes. For manufacturers, we challenge traditional thinking about expansion: "Your digital storefront - how many lots do you have? Because you could put the same money into your digital storefront getting it started... is it any more expensive than a new lot? Certainly not."Looking toward the future, we examine how societal shifts toward tiny homes, ADUs, and sustainable living create expanding opportunities across the industry. "The next 50 years of the shed industry is not a zero-sum game," we note, highlighting how forward-thinking businesses should position themselves to capture disproportionate growth.Ready to transform how you think about marketing your shed business? This episode provides the strategic framework and honest perspective you've been searching for. Connect with us at info@shedgeek.com to continue the conversation about how marketing can drive your next phase of growth.For more information or to know more about the Shed Geek Podcast visit us at our website.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: Shed ProCALLuxGuardShed Sales SummitDigital Shed BuilderCalculate Business Services

I Do Wedding Marketing Podcast
Ep 175 | Authentic Marketing, Sustainable Sales & Bold Branding with Wedding Pro Powerhouse Terrica Skaggs

I Do Wedding Marketing Podcast

Play Episode Listen Later Jul 16, 2025 54:09


In this episode of the I Do Wedding Marketing Podcast, host Nina interviews Terrica Skaggs, the iconic wedding industry educator, business coach, and founder of Cocktails & Details® and Wedding Pro University. Known as the hype woman for wedding business success, Terrica shares tactical and empowering advice for modern wedding professionals who want to build bold brands, increase profitability, and market authentically without burnout.You'll hear:✨ Terrica's inspiring journey from pre-law to powerhouse planner

HALO Talks
Episode #558: Mary Laudati's Playbook for Boosting Health Club Revenue and Member Loyalty

HALO Talks

Play Episode Listen Later Jul 15, 2025 30:27 Transcription Available


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

Pest Control Marketing Domination Podcast
Interview with James Hatfield of LiveSwitch

Pest Control Marketing Domination Podcast

Play Episode Listen Later Jul 12, 2025 36:20


On today's episode, Casey Lewis will interview James Hatfield, the Chief Revenue Officer of LiveSwitch. James is also an entrepreneur who founded a painting and power washing company.  LiveSwitch is a leading communications platform that uses instant video to transform how people work and scale their businesses. LiveSwitch makes it easier for business owners to connect with customers and document their work in real-time. Home service businesses rely on LiveSwitch to provide virtual estimates, document job progress, and streamline operations using instant video. https://www.liveswitch.com/ (see show notes at the bottom.)Please review us at Rhino Pest Control Marketing and interact with us to let us know how we can improve in 2025.Casey Lewiscasey@rhinopros.com(925) 464-8383Follow and subscribe at the following links:⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@RhinoPestControlMarketing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/rhinopestcontrolmarketing⁠⁠⁠⁠⁠⁠⁠⁠⁠Leave us a review on Google:⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠https://g.page/r/CT9-E84ypVI0EBM/review⁠Show Notes: Interview with James Hatfield from LiveSwitch

Business Stories for Small Business
Ep 195 From Cold Leads to Closed Deals: How Daniel Popple Landed 3 Franchise Sales with Clienttether In Under One Year

Business Stories for Small Business

Play Episode Listen Later Jul 10, 2025 37:40


What if your old leads were actually your best leads? In this episode, I sit down with Daniel Popple, CFC at Paradigm Franchising, who used Clienttether to close three franchise deals—in under a year. How'd he do it? Spoiler: it wasn't magic… it was automation, consistency, and a willingness to learn. Here's what we break down: ✅ How Daniel reengaged cold leads using simple automation—and why consistency made all the difference ✅ Why you don't need to be a tech wizard to win (just willing to dive in) ✅ Why more consultants are ditching other CRMs for Clienttether—and what makes it the go-to platform for franchise pros If you're a franchise consultant looking for that edge, this episode is your playbook.

The Walk Thru
How To Build An Impactful Real Estate Brand in 2025 | The Walk Thru 159

The Walk Thru

Play Episode Listen Later Jul 10, 2025 49:05


Kat Torre joins Jason Cassity and The Broke Agent to discuss social media recession, how to build your brand, and the BAM Camp giveaway winner.

Wizards Of Ecom (En Español)
#336 - Cómo mejorar los procesos de ventas en un negocio

Wizards Of Ecom (En Español)

Play Episode Listen Later Jul 8, 2025 21:15


En el mundo de las ventas, muchas veces el problema no está en el producto ni en el precio, sino en el proceso. Jorgito Closer, conferencista internacional y formador de equipos comerciales en más de 15 países, lo tiene claro: “El error más común está en crear el producto y salir a vender sin tener claridad dónde está nuestro cliente ideal y qué dolor prevalece en nuestra audiencia”. Según él, no dedicarle tiempo a construir un buyer persona limita las posibilidades de crear una comunicación y una oferta que realmente cierre ventas. En lugar de enfocarse en cómo transformar con su producto, muchos emprendedores arrancan con la obsesión de ganar dinero. “Mucha gente comienza con la idea de pensar en cómo ganar dinero más que en cómo va a transformar su producto”, advierte. Pero el verdadero cambio ocurre cuando entendemos que vender no es empujar, sino conectar. “Manipular es ofrecerle o meterle por los ojos al cliente un producto que no necesita, a través del miedo y plazos. Y la persuasión es a través de mensajes positivos, donde sabemos que ese cliente necesita nuestro producto”, resalta nuestro invitado. En su metodología, la empatía juega un papel central. “Hay personas que compran en automático y otras que necesitan de la ayuda de una persona, por eso es muy importante la empatía con el cliente”, explica. Jorgito no solo entrena habilidades técnicas, también enseña a conectar con las personas: “Les debe gustar escuchar nuevas historias todos los días, porque es desde ahí desde donde transmito mi energía y emoción”. Uno de los gestos más simples (y más olvidados) es humanizar el trato. Jorgito lo resume en una regla práctica: “Tengo una fórmula, y es nombrar al menos tres veces a tu cliente, di una vez ‘por favor' y ‘gracias'. Eso es elevar la confianza con el cliente”. Claro que para que todo esto funcione de manera sostenida, hay que tener estructura. “Es indispensable tener un CRM… He utilizado mucho Trengo, Zero, Whaticket, Hubspot y Kommo. Hay distintos CRMs para organizar el seguimiento y tener control de los clientes que van a llegar. Debes tener organizado todo por etiquetas”, subraya nuestro experto. No se trata solo de vender una vez, sino de sistematizar el proceso de ventas. Y ese proceso comienza, siempre, con preguntas: “Vender es preguntar. Debes entrar al problema, implicarte, visualizar y comprometerte. Lo que debemos dominar cuando arrancamos con nuestro prospecto es conocer el problema y empezar a conocer al cliente”. La clave está en escuchar con atención desde el inicio, porque muchas de las objeciones que surgen en el cierre se responden con lo que el cliente ya contó al principio. “Para eso debemos construir más las preguntas gracias a lo que nos contó en el principio de la venta”, sostiene Jorgito. Pero incluso con un proceso sólido, la resistencia aparece: “Cuando una persona dice que lo tiene que pensar, consultar o que le parece caro el precio, es importante que el vendedor se coloque en los zapatos del cliente, y eso lo debe hacer antes de preguntar o argumentar”. Aquí, la empatía vuelve a ser esencial. Y sobre todo, la paciencia. “Como regla de oro, no hay que renunciar antes de tiempo. Si el cliente me lo permite, yo continúo”, afirma nuestro invitado. Con más de $18 millones generados a través de sus metodologías, Jorgito Closer no solo enseña a cerrar. Enseña a escuchar, conectar y transformar. Porque vender, al final del día, es un acto de confianza mutua. Instagram: @jorgito_closer

Innovation to Save the Planet
Vibe Code or Die Trying

Innovation to Save the Planet

Play Episode Listen Later Jul 7, 2025 51:07 Transcription Available


Welcome to KP Unpacked , the #1 podcast in AEC. In this episode, KP Reddy and Jeff Echols unpack a movement that's flipping tech, venture, and entrepreneurship on its head: vibe coding.What started as a LinkedIn post sparked one of the most active polls in Catalyst history, and it turns out, 73% of this high-performing AEC community is already doing it.They dive into:Why vibe coding is displacing CRMs (and entire startups)How a skeptical sales exec built a GC-specific CRM in 20 hoursWhat this shift means for tools, venture capital, and the next era of startupsWhy early adopters will always win, even if it's messyPlus, KP shares his private equity wine-country story, a bold new startup funding model (no VC required), and how the team might be accidentally launching a hackathon.

Create Like the Greats
How To Get More Leverage & Do More With Less

Create Like the Greats

Play Episode Listen Later Jul 5, 2025 22:27


In this episode of The Ross Simmonds Show, Ross breaks down the powerful concept of leverage — the secret behind how high-performers achieve 10x results without working 10x harder. Ross introduces the four core types of leverage (People, Capital, Code, and Content) and provides actionable insights, mindset shifts, and examples on how to use them to reclaim your time, scale your impact, and accelerate growth. Whether you're an entrepreneur, creator, marketer, or employer, this episode offers a practical framework to help you work smarter and more effectively. Key Takeaways and Insights: Leverage Through People Delegation is key, but do it like a founder, not a manager. Transfer ownership, not just tasks. Empower teams by sharing outcomes and allowing room for creativity. Example: Outsourcing a design task on Fiverr unlocked more value. Ask yourself: What $5/hour work are you holding onto that's blocking your $1,000/hour work? Leverage Through Code Automation and modern software replace manual workflows. Today, you don't need a dev team to build tools—AI can generate scripts and automation for you. Built internal apps and CRMs with no/low code tools. Automate tasks through scheduling, reporting, and workflows. Leverage Through Capital Every dollar should buy back time or create compounding value. Use capital to invest, buy access, or convert traffic into sales. Examples: Affiliate programs Investing in dividend stocks or crypto Ad spend on proven funnels Leverage Through Content Content builds trust while you sleep. It is a scalable, reusable asset—blog posts, podcasts, guides, videos. "Create once, distribute forever" is the mantra. Your content is always working—even when you're not. Resources & Tools:

The Burleson Box: A Podcast from Dustin Burleson, DDS, MBA
Scott Hansen on LeadSigma: AI and the Future of Orthodontic Growth

The Burleson Box: A Podcast from Dustin Burleson, DDS, MBA

Play Episode Listen Later Jul 4, 2025 38:42


Scott Hansen joins Dustin Burleson on The Burleson Box to share his journey from growing a family orthodontic practice to building LeadSigma, a CRM and AI platform transforming how dental and orthodontic practices manage new patient leads. Together, they explore what most practices miss when it comes to follow-up, why “boring” tasks like answering the phone matter more than ever, and how smart automation is unlocking a new era of growth and efficiency.What You'll Learn in This Episode:How Scott tripled his mom's orthodontic practice and sold to Smile DoctorsThe origin story of OrthoChats and how it became Professional Chats Why most CRMs don't work for dental and ortho teams—and how LeadSigma is differentThe key metrics that indicate your practice is leaking new patient leadsHow AI voice agents can answer phones, schedule appointments, and never miss a leadWhy fast follow-up (within seconds, not minutes) boosts conversion rates by over 30%What the best practices are doing to build a Per Se-level patient experienceWhy focusing on “boring but essential” systems is the path to real, scalable growthResources & Mentions:LeadSigma.comUnreasonable Hospitality by Will GuidaraLevel the Curve by Oliver Gelles and Dr. Jamie ReynoldsRuby ReceptionistPer SeShoutouts to Jay Geier, Dan Kennedy, John Carlton, and OrthoFiConnect with Scott Hansen:LeadSigma.com — Learn more and schedule a demoLinkedIn: Scott HansenConnect with Dustin Burleson:BurlesonSeminars.comInstagram: @dustinburlesonseminars Subscribe & Review:If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership. ***The Burleson Box is brought to you by Stax Payments:Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance.
Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.Click Below to Lear More Today:StaxPayments.com/burleson-seminars*** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com

Startup Gems
Start a Business With Just a Prompt (w/ Bolt CEO)⏐ Ep. #191

Startup Gems

Play Episode Listen Later Jul 4, 2025 53:46


Check out my newsletter at TKOPOD.com and join my new community at TKOwners.com I sat down with Eric Simons, the CEO of Bolt, to talk about how non-technical entrepreneurs are using AI to build real software businesses from scratch. We broke down how Bolt went from zero to 20 million ARR in just 2 months, and how people are using it to launch full SaaS platforms, create AI-powered CRMs, build client dashboards, and even run entire web app agencies. Eric explained how Bolt helps you go from idea to product in minutes with built-in payment integration, full-stack backend, and mobile app deployment. We also talked about the viral tweet that launched it all and why non-coders might have the edge in this new wave of AI automation.  If you want to build something without touching code, try Bolt using my affiliate link. And follow Eric at x.com/ericsimons and Bolt at x.com/boltdotnew. Timestamps below. Enjoy!---Watch this on YouTube instead here: tkopod.co/p-ytAsk me a question on or off the show here: http://tkopod.co/p-askLearn more about me: http://tkopod.co/p-cjkLearn about my company: http://tkopod.co/p-cofFollow me on Twitter here: http://tkopod.co/p-xFree weekly business ideas newsletter: http://tkopod.co/p-nlShare this podcast: http://tkopod.co/p-allScrape small business data: http://tkopod.co/p-os---00:00 The New Era of Entrepreneurship02:56 Building with Bolt: A Game Changer05:45 The Impact of AI on Coding and Development08:58 The Power of Community and Marketing11:44 The Pivot to AI and Its Success14:54 Understanding User Adoption and Use Cases26:42 The Power of ROI in Software Development29:29 Innovative Applications and Business Models32:19 The Non-Technical Advantage in Software Creation35:02 Monetization Strategies with Bolt37:49 Building with Bolt: Real-World Examples40:10 Prompting Best Practices for Effective Development43:30 Overcoming Development Challenges45:54 Designing with AI: Tips and Tricks49:36 Building Complex Applications with Bolt

Take It Personally
#176: 3 Automations Every Brand Photographer Needs

Take It Personally

Play Episode Listen Later Jul 3, 2025 18:19


Feeling like your brand photography biz runs you during busy seasons (and disappears during slow ones)? This episode is your permission slip to take a break, without your business falling apart. I'm breaking down the three essential workflows every brand photographer should have in place to run a streamlined, premium-feeling business that keeps booking even when you're off the grid.These automations will help you simplify your backend, lighten your mental load, and create an experience that gets clients talking (and referring). Whether you're still sending paper contracts or already dabbling with CRMs like HoneyBook or Dubsado, you'll walk away from this episode with easy, actionable ideas to uplevel your process.Want even more help building a premium brand? Colie James and I are hosting a free masterclass: Charge More, Stress Less, on July 17th to help you set up workflows that help you book dream clients, save hours every week, and make your brand feel premium. Grab your free spot here!1:40 Why summer slow seasons don't mean your business has to stop4:20 The power of automations (and what they really do for your brand)6:15 The inquiry workflow automation and creating a strong first impression9:20 The onboarding + delivery workflow (think start to finish steps for client)17:35 Why communication matters more than speed for editing21:10 The offboarding workflow and increasing rebookings and referrals26:25 How these automations make you look premium and stand out to commercial clients29:45 Getting started: simple places to begin automating todayCONNECT WITH MADDIE:InstagramWebsiteLINKSJuly 17 Webinar with Colie James: Charge More Stress Less - Learn how to automate the sales process for your luxury brand photography offer. Save your spot now!Dubsado: 20% offHoneybook: 25%Full show notes

The Higher Ed Geek Podcast
Live at Engage Summit 2025: How Digital Transformation is Enabling Seamless Study Abroad Experiences

The Higher Ed Geek Podcast

Play Episode Listen Later Jul 3, 2025 16:38


Live from the Engage 2025 Summit, Dustin sits down with team members from DIS-Study Abroad to unpack how digital transformation is reshaping the student experience abroad. From streamlining pre-departure logistics to embracing CRMs and AI for internal efficiency, this conversation explores how DIS is thoughtfully building a more connected, student-first journey. Plus, the team opens up about their own AI learning curves and what inspires them most about working at the intersection of tech and travel.Guest Names: Asta Schantz-Conlon - Marketing & Campaign Manager at DIS-Study AbroadLena Friedman - Outreach and Communications Coordinator at DIS-Study AbroadLucy Li - Digital Portfolio Manager at DIS-Study AbroadGuest Socials: AstaLenaLucyGuest Bios: Asta Schantz-Conlon is the Marketing and Campaign Manager at DIS – Study Abroad, based in Copenhagen. She crafts multimedia campaigns and digital strategies that inspire students to study abroad in Scandinavia. Born and raised in Copenhagen, Asta brings a global perspective shaped by her experiences living, working, and studying abroad. She holds a degree in Multimedia Communications, Film, and Media from the University of Copenhagen.Lena works at DIS – Study Abroad as the Outreach and Communications Coordinator in the North American Office, based in Saint Paul, Minnesota. The North American Office partners with a network of 200+ universities and supports students preparing to study abroad. Lena develops pre-departure resources and assists with DIS's transition to new technology platforms, including Element451. She earned her B.A. in Psychology from Whitman College in 2021. - - - -Connect With Our Host:Dustin Ramsdellhttps://www.linkedin.com/in/dustinramsdell/About The Enrollify Podcast Network:The Higher Ed Geek is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too!Enrollify is made possible by Element451 — the next-generation AI student engagement platform helping institutions create meaningful and personalized interactions with students. Learn more at element451.com.Attend the 2025 Engage Summit! The Engage Summit is the premier conference for forward-thinking leaders and practitioners dedicated to exploring the transformative power of AI in education. Explore the strategies and tools to step into the next generation of student engagement, supercharged by AI. You'll leave ready to deliver the most personalized digital engagement experience every step of the way.Register now to secure your spot in Charlotte, NC, on June 24-25, 2025! Early bird registration ends February 1st -- https://engage.element451.com/register

Your Strategic Partner
S5 E52: The Art of Follow-Up: Building Meaningful Connections

Your Strategic Partner

Play Episode Listen Later Jul 2, 2025 35:08


In this power-packed episode, we break down one of the most underrated yet crucial business skills: the follow-up. From missed connections to million-dollar deals, it all comes down to how—and when—you circle back. We dive into the emotional investment behind effective relationship building and why the best follow-up strategies go beyond scripts and CRMs. You'll hear practical tools, leadership insights, and reminders that in business, it's not just about closing—it's about caring.

Millionaire Car Salesman Podcast
EP 10:25 The Omnipresent Dealership: Unpacking the Power of Generative AI in Automotive

Millionaire Car Salesman Podcast

Play Episode Listen Later Jul 1, 2025 67:07


In this riveting episode of the Millionaire Car Salesman Podcast, hosts Sean V. Bradley and LA Williams invite powerhouse guest Ted Horton. Together, they delve into the transformative potential of generative artificial intelligence in the automotive sales industry.  "What if you could do this in minutes instead of spending a month creating 1,000 videos?" - Ted Horton The conversation demonstrates how AI technology, particularly generative AI, can be seamlessly integrated to promote efficiency, optimize customer interactions, and ultimately drive sales. With a focus on utilizing generative AI for creating personalized video content, this episode decodes how businesses can leverage automated, customized communications to elevate their competitive edge. "People prefer video... Video increases read open rates, increases engagements, increases appointments, and increases shows." - Sean V. Bradley The central theme of this episode revolves around harnessing AI to augment dealership operations, particularly through personalized video messaging. By automating these communications, dealerships can maintain engagement with prospects and customers alike, enhancing deal velocity and building stronger relationships. "Video bridges the gap between information and emotion. It's no longer about pushing products. It's about building relationships." - Sean V. Bradley The discussion introduces Dealer Synergy AI powered by Gan AI, a robust partnership aimed at delivering this advanced technology to dealerships, emphasizing the significant gains in both customer satisfaction and sales figures. Tune in to explore the nuances of implementing such technology and hear firsthand success stories from industry leaders. Key Takeaways: ✅ Generative AI is revolutionizing automotive sales by automating and personalizing customer engagement through videos. ✅ Video communication vastly outperforms text and static mediums in customer interactions, which is crucial for dealerships looking to stand out in a crowded marketplace. ✅ Integrating AI with CRMs can create an omnipresent response system that elevates sales and enhances customer satisfaction. ✅ Language barriers are no longer an obstacle, as AI can generate personalized communication in multiple languages efficiently. ✅ Dealer Synergy AI offers a white-glove service that ensures seamless integration and operation of AI tools within existing dealership systems.   About Ted Horton Ted Horton is an accomplished executive specializing in enterprise-level sales with a focus on Fortune 100 and 500 corporations. With over 30 years of experience, Ted has been instrumental in advancing sales strategies and integrating cutting-edge technology within the corporate environment. He is a former executive with BombBomb, and currently holds a senior executive role at Gan AI, an innovative company leading the charge in generative artificial intelligence.     The Future of Automotive Sales: Embracing The Generative AI Revolution Key Takeaways: Generative AI as a Game Changer: Video isn't just the future; it's the standard for engaging the modern car buyer with AI-driven personalized video communications. Automation and Personalization Synergy: Combining AI with CRM systems ensures personalized, consistent follow-ups, hitting the sweet spot of automation and human touch. Unparalleled Competitive Edge: Embracing Generative AI technology in a dealership's arsenal is pivotal in creating an unfair competitive advantage, significantly increasing customer engagement and sales volumes. The automotive industry isn't just turning a corner with technological innovations; it's racing down a highway of revolutionary change. At the forefront of this transformation is Generative AI, a breakthrough poised to redefine how dealerships engage with customers. As highlighted in the lively discussion from the Millionaire Car Salesman podcast, Ted Horton of GAN AI and Sean V. Bradley unveil the profound impact of AI-driven video content on dealership operations, painting a future where AI doesn't replace human effort— it amplifies it. In this comprehensive exploration, we dive deep into how Generative AI is reshaping the automotive sales landscape, emphasizing its strategic integration for maximized value and efficiency. Generative AI: Reimagining Customer Engagement In today's rapidly evolving digital landscape, video content is no longer an option but an imperative. "The ability to record these avatars and have them automatically generated real time within seconds…accelerates deal velocity," Ted Horton emphasizes, illustrating the profound capabilities of Generative AI in dealership processes. By leveraging AI to create personalized, dynamic videos instantaneously, dealerships meet customers' growing expectations for immediacy and personalization, creating stronger connections and more profound engagement. Automated AI videos can now incorporate customer-specific data—like name, vehicle type, and more—into tailored communications. The result is not only an uplift in sales but a seismic shift in how relationships are formed and nurtured digitally. The phrase "Video isn't the future. It's the present" underscores the urgency of adopting such technologies. With statistics showing that video content dramatically increases customer engagement and conversion rates, it's evident that AI's role in crafting these interactions is not just advantageous but essential. CRM and AI: A Harmonious Blend for Success Central to the transformative power of Generative AI is its seamless integration with CRM systems. This synergy ensures consistency and personalization in outreach efforts. Horton notes, "Video AI," when combined with CRM automation, is like having an omnipresent BDC (Business Development Center), eliminating human errors and providing constant, tailored customer interactions. Essentially, AI orchestrates a symphony of data and communication, effectively automating what was once a manual and error-prone process. For dealerships, this harmony transcends traditional sales methodologies. As Bradley states, by "launching automation flows for easy each use case," dealerships not only streamline processes but elevate them—ensuring customers receive relevant, personalized content at every touchpoint. This strategic blueprint for AI integration into CRM systems not only enhances the customer experience but dramatically increases sales performance, offering dealerships a distinct and sustainable competitive edge. The Competitive Power of AI Video in Dealerships The extraordinary potential of Generative AI isn't just in automating video creation—it's in redefining competition within the market. Dealers utilizing AI video capabilities are observing tangible improvements in sales, as evidenced by Longo Toyota's case, which highlighted a substantial increase in sales through personalized video strategies. Bradley reinforces this notion by providing a stark warning: "Every minute, every hour, every day that you waste procrastinating… is dollars lost." By harnessing the power of Generative AI, dealerships position themselves as industry leaders—actively investing in technology that not only facilitates sales but builds robust customer relationships. The lexicon of automotive sales is thus expanded, with AI serving as a tool not of replacement, but of enhancement and opportunity. It's a call to action for dealers to pivot from antiquated methodologies towards a future enriched by AI innovation, which promises not just survival, but dominance in the competitive marketplace. Time waits for no one, as echoed in the poetic recitation towards the end, reminding us of the fleeting nature of opportunity. The automotive industry stands on the precipice of a technological renaissance, with Generative AI as the catalyst speeding this evolution. Embracing AI technologies is no longer optional but essential, enabling dealerships to break free from the constraints of traditional processes and unlock unprecedented potential. Dealerships equipped with AI capabilities aren't just adapting to change—they're defining it. As the industry continues its evolutionary journey, those daring to innovate with Generative AI and video technology will indeed lead the pack.     Resources: Podium: Discover how Podium's innovative AI technology can unlock unparalleled efficiency and drive your dealership's sales to new heights. Visit www.podium.com/mcs to learn more!   Dealer Synergy & Bradley On Demand: The automotive industry's #1 training, tracking, testing, and certification platform and consulting & accountability firm.   The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry! With over 29,000 members, gain access to successful automotive mentors & managers, the best industry practices, & collaborate with automotive professionals from around the WORLD! Join The Millionaire Car Salesman Facebook Group today!   Win the Game of Googleopoly: Unlocking the secret strategy of search engines.   The Millionaire Car Salesman Podcast is Proudly Sponsored By: Podium: Elevating Dealership Excellence with Intelligent Customer Engagement Solutions. Unlock unparalleled efficiency and drive sales with Podium's innovative AI technology, featured proudly on the Millionaire Car Salesman Podcast. Visit www.podium.com/mcs to learn more!   Dealer Synergy: The #1 Automotive Sales Training, Consulting, and Accountability Firm in the industry! With over two decades of experience in building Internet Departments and BDCs, we have developed the most effective automotive Internet Sales, BDC, and CRM solutions. Our expertise in creating phone scripts, rebuttals, CRM action plans, strategies, and templates ensures that your dealership's tools and personnel reach their full potential.   Bradley On Demand: The automotive sales industry's top Interactive Training, Tracking, Testing, and Certification Platform. Featuring LIVE Classes and over 9,000 training modules, our platform equips your dealership with everything needed to sell more cars, more often, and more profitably!  

Technol-AG Podcast
Osaic talks to GReminders: The Future of AI in Financial Services

Technol-AG Podcast

Play Episode Listen Later Jul 1, 2025 23:01


Eric Baumgardner, Osaic's Technology Solutions Consultant, talks with CEO & Founder Arnulf Hsu of GReminders about the extensive effect that artificial intelligence (AI) is having on the financial industry. Listen as they discuss deep integrations with CRMs and calendars, and how note-takers and summaries can be connected to eliviate the challenge of "data islands."  Learn more at greminders.com/osaic

Best Real Estate Investing Advice Ever
JF 3952: The Build Trap, Capital Raising Mistakes, and the 95/5 Rule with Richard McGirr

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jun 30, 2025 27:49


On this episode of Unlimited Capital, Richard McGirr delivers a solo masterclass on the number one mistake that kills more deals than bad markets or bad sponsors—the “Build Trap.” Drawing from his experience raising over $60 million and coaching dozens of fund managers, Richard explains how over-focusing on CRMs, funnels, and "perfect" systems often masks procrastination and stalls momentum. He breaks down the 95/5 rule of capital raising, emphasizing that most results come from just a few key actions: sending emails, calling investors, and following up. If you've been stuck in prep mode, this is your call to take action. 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! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. 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

Advisor Talk with Frank LaRosa
Making Your Data Work for You

Advisor Talk with Frank LaRosa

Play Episode Listen Later Jun 28, 2025 21:10


Key highlights include:-Why most advisors pause when asked: “How is your data helping you make better decisions?”-The difference between basic CRMs and scalable platforms - and how to choose what's right for you.-How automations and integrations can cut onboarding times from 15 minutes to 3.-The importance of a "Jedi Health Check" for your firm's data and tech stack.-What to prepare before your first discovery call with a consultant.Whether you're launching a new firm or refining an existing one, this episode is your roadmap to using data not just for compliance - but for growth.Ready to assess your data health? Learn more at www.JEDIDatabaseSolutions.com.

Advice from a Call Center Geek!
Inside NiCE: Strategy, AI, and the Future of CX- Special Episode from NiCE Interactions

Advice from a Call Center Geek!

Play Episode Listen Later Jun 26, 2025 14:57


Send us a textThis episode sounds as good as it gets — huge thanks to Christopher Irwin-Dudek, VP of Marketing Communications at NICE, for joining me.We dive into a wide-ranging conversation covering:The new leadership vision at NICE and what it means for the futureWhether NICE sees itself as a CCaaS platform, an AI powerhouse, or bothThe evolving role of major CRMs in the contact center AI landscapeAnd a whole lot more behind-the-scenes insight from one of the most influential CX tech companies out thereIf you're in the contact center, customer experience, or enterprise tech space, this is a must-listen. Don't miss it. Tom Laird's 100% USA-based, AI-powered contact center. As the only outsourcing partner on the NICE CXone Customer Executive Council, Expivia is redefining what it means to be a CX tech partner. Learn more at expiviausa.com. Follow Tom: @tlaird_expiviaJoin our Facebook Call Center Community: www.facebook.com/callcentergeekConnect on LinkedIn: https://www.linkedin.com/in/tlairdexpivia/Follow on TikTok: https://www.tiktok.com/@callcenter_geekLinkedin Group: https://www.linkedin.com/groups/9041993/Watch us: Advice from a Call Center Geek Youtube Channel

Property Profits Real Estate Podcast
Capital: Everything, Everywhere, All the Time featuring Brian Alfaro

Property Profits Real Estate Podcast

Play Episode Listen Later Jun 26, 2025 20:34


In this episode, Dave Dubeau sits down with Brian Alfaro, Director of Investor Relations at Headway Investments. Broadcasting from Houston, Texas, Brian unpacks the systems and strategies that have helped his firm manage over $500 million in assets and thrive in the multifamily space across Texas. You'll hear how Brian approaches raising capital—his blend of high-impact, low-leverage in-person investor events, and scalable social media outreach. Brian explains the value of systems like CRMs for investor follow-up, how he nurtures leads through email campaigns, and why consistent communication is non-negotiable in today's capital-raising world. Listeners will get valuable insights into: The Headway Investments portfolio and buy-box criteria The power of hosting quarterly property tours What high-leverage vs. low-leverage activities really mean in real estate investing The drip campaigns, automations, and monthly webinars that keep investors engaged   - 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/

Advisor Talk with Frank LaRosa
Is Your CRM a Cybersecurity Risk?

Advisor Talk with Frank LaRosa

Play Episode Listen Later Jun 21, 2025 17:24


Key Highlights:-Why financial CRMs are prime targets for cyberattacks.-The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox.-Field-level vs. org-level security and why both matter.-The role of multi-factor authentication in a cloud-first world.-How AI is evolving both cyber threats and defense strategies.-Simple steps advisors can take now to secure their tech stack.This is a must-listen for any advisor serious about protecting their clients, their practice, and their reputation.Tune in and get ahead of the threats - before they get ahead of you.To learn more about JEDI Database Solutions, visit www.JEDIDatabaseSolutions.com

7 Figure Flipping with Bill Allen
[796] She's 17 and Plans to Retire at 30

7 Figure Flipping with Bill Allen

Play Episode Listen Later Jun 17, 2025 44:32


Be honest…Put a finance workshop next to Fortnite or a TikTok trend. Which one do you think your kid is choosing?Exactly.That's where Trinity started.Her parents signed her up for a program called Teenage Tycoon.Two Zooms a week. A book a month. Boring adult stuff.She wasn't happy.Sat off-camera, arms crossed. Decided she was too smart for it.But then, one session flipped everything.A speaker explained how they were making REAL money selling dead palm leaves on eBay.Something clicked.Trinity started comping properties, learning lead gen.Not only that: she started building a portfolio and teaching other teens how to create cashflow.And now she's planning to retire by 30.That's not a joke. In this week's podcast, we unpack how a “forced” Zoom call turned into a family wealth engine.Hard truth here…You may be paying $1,200 a year for soccer.$2,000 for dance.$3,000+ if they're in competitive sports.But let's be honest…The odds of them going pro and living off it are minimum.0.03% for soccer. 0.0001% for dance.Instead, the odds they'll need to understand interest rates, equity, cashflow, or mortgages are 100%.That's, of course, if you don't want life to steamroll them and make everything harder than it needs to be.So why are we putting more energy into drills and choreography than decision-making and capital?Teenage Tycoon was built to flip that script.It's where 14-year-olds learn to pitch deals, analyze investments, run CRMs, and build rental portfolios.It's where your kid learns what actually builds freedom.And the next Teen Wealth Workshop is June 19–20.If your kid's smart enough to memorize TikTok trends...They're smart enough to manage a balance sheet.Put them in the room.CLICK HERE to get your ticket to Teen Wealth Workshop >>Catch you later!LINKS & RESOURCES1,000 FREE Seller LeadsGet your first 1,000 seller leads FREE from our partner BatchLeads and start closing deals immediately. CLICK HERE: http://leads.getbatch.co/mztQkMr7 Figure Flipping UndergroundIf you want to learn how to make money flipping and wholesaling houses without risking your life savings or "working weekends" forever... this book is for YOU. It'll take you from "complete beginner" to closing your first deal or even your next 10 deals without the bumps and bruises most people pick up along the way. If you've never flipped a house before, you'll find step-by-step instructions on everything you need to know to get started. If you're already flipping or wholesaling houses, you'll find fast-track secrets that will cut down your learning curve and let you streamline your operations. CLICK HERE: https://hubs.ly/Q01ggDSh0 7 Figure RunwayFollow a proven 5-step formula to create consistent monthly income flipping and wholesaling houses, then turn your active income into passive cash flow and create a life of freedom. 7 Figure Runway is an intensive, nothing-held-back mentoring group for real estate investors who want to build a "scalable" business and start "stacking" assets to build long-term wealth. CLICK HERE: https://hubs.ly/Q01ggDLL0 Hosted on Acast. See acast.com/privacy for more information.