Podcasts about CRMS

Send Rita a text with your thoughts!Save your spot for Prep for Wave Week :) https://programs.steeryourmarketing.com/prep-for-wave-weekGet access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 You're running a business, not a hobby, and it's time your operations reflect that mindset. I'm bringing back my conversation with Courtnie Nichols, the SOP queen who's built a travel empire using systems that actually work.We're talking everything from AI-enhanced standard operating procedures to tech stacks that talk to each other through Zapier integrations. She breaks down exactly how she uses tools like Asana, Honeybook, and VacationCRM to create repeatable processes that let her team run the business while she focuses on growth. Whether you're drowning in manual tasks or ready to scale beyond being a solopreneur, Courtnie spills all her operational secrets including how to audit your workflow, when to hire team members, and why quarterly SOP reviews are non-negotiable for sustainable growth. Check out The Biz Huddle: https://www.thebizhuddle.com/Questions this episode answers:How do you create standard operating procedures (SOPs) for your travel business?What tech tools should travel advisors use to automate their business operations?Should you hire independent contractors or W-2 employees for your travel business?What's the difference between Honeybook and travel-specific CRMs like Vacation CRM?How do you use Zapier to connect different business tools and software?What project management tools work best for travel agency operations?What should you document first when creating business systems?How do you train team members using SOPs and video tutorials?Why don't travel industry tools integrate well with other business software?How do you conduct post-trip reviews to improve your processes?What's the best way to organize and store your business documentation?How can travel advisors scale their business without working more hoursWhat operational mistakes do new travel entrepreneurs make?How do you create workflows that work for both individual and group travel bookings?When is it time to invest in paid versions of business management tools?How do you build systems that allow your business to run without you?Enjoy (and take action)!---------------------------------------------------------------Check out EVERYTHING I offer to support your travel business journey: https://strategictravelentrepreneurpodcast.com/everything/Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

Want more Realtor referrals as a Loan Officer without chasing, cold-calling, or paying for leads?Discover the proven Realtor referral system top mortgage professionals use to double Realtor partnerships and generate consistent mortgage leads:Go to: https://www.go.myagentclasses.comEpisode Summary:In this episode, we talk with Andrew Penner about the often-overlooked goldmine every loan officer already has: their past clients.We explore why so many lenders lose out on repeat business because they don't know when clients are ready to buy again, refinance, or invest.Andrew introduces Milo.ai, a platform that uses behavioral signals and deeply integrates with CRMs to help mortgage professionals stay top of mind without overburdening their time.The conversation also touches on maintaining authenticity in communications, balancing automation with the human touch, and preparing now for a likely surge in demand moving into 2025–2026.Learn More About MiloConnect With Andrew Double Your Agent Referrals With myAgent ClassesWatch the Video HereConnect With GeoffA Connect on InstagramS Connect on LinkedInK Subscribe on YouTubeSAY THANKS Leave a review on Apple PodcastsG Leave a rating on Spotify

Early-stage founders don't need dashboards and deal stages. They need sharper focus, faster feedback, and fewer distractions. On The Predictable Revenue Podcast, Collin Stewart sits down with Patrick Thompson, founder of Clarify, to talk about why most CRMs fail startups, how AI can actually help (if used right), and what it really takes to find product-market fit. Here are the key takeaways for any founder building a sales motion from scratch. Highlights include: Understanding the Evolution of CRMs (04:18), Customer Acquisition and Early Growth (13:06), Navigating Product Positioning and Market Fit (15:52), Establishing Repeatable Customer Acquisition (17:58), Recognizing Product Market Fit (19:56), And more... Stay updated with our podcast and the latest insights on Outbound Sales and Go-to-Market Strategies!

The Broke Agent breaks down how interest media has replaced social media and what that means for your content. Why strictly real estate posts don't reach as many people anymore, and what to do instead. Plus, the hyper-local strategies agents can use to win in today's algorithm.

We're talking about one of the most important aspects of your website: how to actually collect payments. A great website won't help you unless customers can easily pay you. Whether your business is consultation-based or direct purchase, this episode covers the tools and steps you need to make the payment process smooth and efficient.  YOU WILL LEARN:The difference between consultation-based payments and direct purchase payments.  Recommended tools for managing payments, including CRMs like HoneyBook, Dubsado, and more.  Top payment processors and systems for selling products, courses, or services.  Common mistakes to avoid when integrating payments into your website.  Why clear pricing and mobile-friendly design are non-negotiable.

In this episode of Between Product and Partnerships, Pandium CEO Cristina Flaschen speaks with Beth Beese, Director of Partnerships at Loopio, about her unique journey into partnerships, building an ecosystem from the ground up, and why cross-functional relationships are the secret weapon for success.From Fax Lines to Tech PartnershipsBeth's path to tech partnerships was anything but traditional. She started her career in sales, including door-to-door telecom services, before a chance meeting with Shawn Doyle of ReleaseTEAM opened the door to tech sales and partnerships. What began as a cold pitch turned into an informal interview and eventually a career-defining opportunity. That early experience taught Beth the power of relationships and the importance of saying “yes” to unexpected opportunities.Discovering the Power of PartnershipsAt Release Team, Beth realized that partnerships weren't just about closing deals, they were about bridging gaps between enterprise software vendors and customer success. By aligning IBM technology with consulting and training services, she saw firsthand how partnerships fuel customer outcomes. For her, sales provided the adrenaline, but partnerships became the “jet fuel” that scaled impact.Scaling Partnerships at LoopioWhen Loopio raised its Series B in 2021, Beth became the company's first partnership hire. Her mandate? Build out the alliances function from scratch. Today, Loopio's ecosystem spans professional services partners, technology integrations, and reseller relationships. By focusing on integrations with core systems like CRMs and working closely with services providers, Beth's team ensures Loopio's RFP automation platform connects seamlessly into broader sales workflows.Prioritizing a Small but Mighty TeamWith limited resources, prioritization is critical. Beth's strategy is to stay tightly aligned with company-level goals, currently expanding top-of-funnel growth. That means leaning into joint go-to-market efforts with partners, while also deepening integration work to meet enterprise customer demands. One standout win, a joint business relationship with PwC, which now includes Loopio as an approved enabling technology.Partnerships, Product, and CXBeth emphasizes that partnerships thrive when connected with both product and customer success. Alignment with product ensures integrations enhance (not compete with) the roadmap. Collaboration with CX provides unfiltered insight into customer needs, helping identify when partner solutions can fill gaps. For Beth, partnerships act as the “speakerphone” for both customer and partner voices within the organization.Advice for First-Time Partnership LeadersFor those stepping into their first partnerships role, Beth's advice is clear:1) Connect cross-functionally early. Talk to product, sales, and CX leaders to understand how partnerships can accelerate their goals.2) Align with executive sponsors. Know who pushed for the alliances function and what they expect.3) Set achievable milestones. Don't take on “Google + Microsoft + AWS” all at once, focus on wins that prove value quickly.4) Build relationships. As Cristina adds, investing in coffee chats (virtual or otherwise) can create the goodwill you'll need when partnerships depend on other teams' support.People Buy from People They LikeBeth closes by reminding listeners that partnerships, like sales, are rooted in human connection. In a remote-first world, building trust and rapport matters more than ever. A strong ecosystem isn't just about logos, it's about relationships that make technology adoption easier for customers.For more conversations on partnerships, integrations, and SaaS ecosystems, visit our site

Provisionsmodelle im Vertrieb entscheiden über Performance und Planbarkeit. In dieser Folge spreche ich mit Alexander Dosse (Centify) darüber, welche Provision wann passt – und was im Sales einfach nicht funktioniert. Provisionen polarisieren: Von „braucht kein Mensch“ bis „ohne Provision keine Performance“ habe ich alles gehört. Mein Grundsatz: Provision ist ein Führungs- und Steuerungsinstrument, kein Ersatz für Management. Sie wirkt, wenn sie schnell spürbar ist, auf beeinflussbaren KPIs basiert und transparent abgerechnet wird. Genau hier passieren die größten Fehler: zu späte Auszahlungen, falsche Kennzahlen (z. B. EBIT), Deckelungen, die Leistung ausbremsen, und Quoten, die am Team vorbei geplant werden. Gerade im SaaS greifen mehrere Rollen ineinander: SDR, AE, PreSales und CSM. Bewährt hat sich eine gemeinsame Logik mit klarer Rollenwirkung. Ein praxiserprobtes Setup: Der SDR erhält eine Pauschale pro qualifiziertem Termin plus kleinen Deal-Anteil, der AE den größeren Abschlussanteil, der CSM wird über Verlängerung, Churn und Expansion incentiviert. So richten sich Provisionsmodelle im Vertrieb auf Umsatz, Kundennutzen und nachhaltiges Wachstum aus. Vier Bausteine für 90% der Fälle 1) Dealbeteiligung: prozentual am Umsatz/DB mit sauberer Attributionslogik – ohne „Mäuler-Stopfen“. 2) OTE/Quote: variables Zielgehalt (z. B. 70/30 oder 60/40 in DACH; 50/50 häufig in USA/UK) mit Cliff und Accelerators für Übererfüllung. Wichtig: nie nach oben deckeln, sonst werden Deals geschoben. 3) Bonuszahlungen: fixe Beträge für kurzfristig beeinflussbare Aktionen (z. B. „qualifizierter Termin“, „Produktbundle verkauft“). 4) SPIFs: zeitlich begrenzte Sprints zum Monats-/Quartalsende – monetär oder als Sachprämie. Starker Hebel, um Verhalten gezielt zu steuern. Vermeide Fehlanreize: Wer nur nach Marge vergütet, verkauft keine Neueinführungen. Wer erst am Jahresende zahlt, verliert Motivation. Und wer ohne Datenqualität plant, erntet Misstrauen. Darum mag ich Tools, die Echtzeit-Transparenz schaffen: Centify dockt an gängige CRMs an, rechnet automatisch und erlaubt Simulationen für neue Pläne. Umsetzungstipp: Ziele top-down & bottom-up kalibrieren, historische Daten prüfen, Regeln einfach formulieren („ein Satz, ein Beispiel“), monatlich auszahlen – und Kultur nutzen: Rankings, Golden Hours, kleine Wettkämpfe. So entsteht positiver Leistungsdruck statt System-Gaming. Fazit: Das perfekte System gibt es nicht – aber das passende. Mit klaren KPIs, schneller Auszahlung und den vier Bausteinen setzt du Provisionsmodelle im Vertrieb so auf, dass sie Wachstum wirklich treiben.  

In this episode of the Roofing Business Partner Podcast, I dive deep into what I believe will be the impending "Battle of the Billion Dollar Roofing Companies" by 2030. Drawing from my insights and observations, I discuss the evolving landscape of the roofing industry, particularly the impact of venture capital and technology on roofing contractors. I explore how large companies are consolidating and leveraging data through CRMs to gain a competitive edge, while also highlighting the pivotal role insurance companies may play in this transformation. This episode serves as a catalyst for discussion, inviting listeners to consider the future of our industry and the potential for a seismic shift in power dynamics. Join me as I challenge conventional thinking and envision a future where roofing companies can truly thrive.

What's up everyone, today we have the pleasure of sitting down with John Saunders, VP of Product at Nova / Power Digital Marketing. Power Digital is a San Diego-based growth marketing firm. Nova is their proprietary marketing technology. (00:00) - Intro (01:15) - In This Episode (03:26) - How an Agency Operating System Reduces Silos (05:47) - Why Context Driven Analytics Replaces Dashboards (09:15) - Building a Single Source of Truth in Marketing Data (16:00) - Building an AI Cockpit Before AI Copilots (18:26) - Why Data Accuracy and Transparency Build AI Trust (28:28) - Building Internal Data Products for Agencies (34:09) - Reducing Complexity in Martech Product Development (39:16) - How To Tell If An AI Tool Is More Than A Wrapper (46:49) - How to Build Client Portals That Clients Actually Use (49:50) - Finding Happiness in Building and Experimentation Summary: Agencies are drowning in tools, dashboards, and AI gimmicks, but John Saunders has spent years building something that actually works. Nova started as an internal fix and grew into an operating system that strips away noise, delivers context with every number, and gives AI a cockpit filled with real operational data. Along the way John learned that trust comes from accuracy, speed, and transparency, and that adoption only happens when products remove steps instead of adding them. From client portals to analytics to AI, his story shows how clarity beats complexity and why agencies that chase it finally get technology that feels like leverage instead of liability.About JohnJohn Saunders is the Vice President of Product at Power Digital Marketing. He leads strategy, UX, operations, and AI for nova, the agency's enterprise marketing technology platform that connects with more than 2,000 integrations. Since 2021, he has grown the technology team from 2 to 40 members, delivered more than 20 production-ready applications, and developed intelligence tools that improve client retention and increase lifetime value. He has also built partnerships with Google, Meta, TikTok, and Amazon that resulted in multi-million-dollar funding and new product capabilities.Prior to his current role, John served as Vice President of Technology. He built the first applications that became the foundation of nova and improved scalable systems, API integrations, cloud performance, and automation for the firm. He previously worked as Software Development Project Manager at Internet Marketing Inc. (now REQ), and Co-Founder of Brightside Network Media, a platform that combined technical design with storytelling to highlight culture and music.John has also mentored students at the Lavin Entrepreneurship Center at San Diego State University. He guided undergraduates in UX, product strategy, and agile workflows while encouraging leadership and collaboration in a hands-on environment.How an Agency Operating System Reduces SilosAgencies are drowning in tools. CRMs handle sales, project boards track tasks, invoicing software manages billing, and analytics dashboards measure performance. Each tool may solve a specific problem, but together they create a scattered system where every team works in isolation. John Saunders has seen this problem repeat across agencies, and his solution is direct. Build a single operating system that reflects how the agency actually works rather than relying on disconnected platforms that never sync.John described Nova as that system. Instead of forcing teams to reinvent contracts or pricing every time, Nova uses a service library with set rates and guidelines. Automation handles the repetitive work, so teams spend less time drafting proposals and more time serving clients. Nova acts as a hub for the agency's real workflows. It connects sales, operations, and delivery into one shared environment where everyone can see the same information."With an agency OS, we are trying to fix this problem where there are so many tools and platforms that people work on, and that inherently creates silos. With one system focused on operations, it provides a central spot for everybody to work from, which creates efficiency and alignment."The need for this kind of system is obvious once you look closely at agency life. Account managers keep their own spreadsheets, sales leaders adjust pricing rules on the fly, and creative teams use tools that never connect with operations. The result is misalignment, duplicated effort, and wasted hours. An operating system forces the agency to define its rules and then codify them into the platform. That way you can cut the daily noise and create repeatable workflows that scale.Agencies often assume the next SaaS subscription will solve their problems. The reality is that the core problems are internal. Building an operating system like Nova does not replace tools, it makes them work together. It creates one place where every team operates from the same playbook. That way you can reduce inefficiency, strengthen alignment, and free people to focus on client work instead of wrestling with tool silos.Key takeaway: An agency operating system reduces silos by centralizing contracts, pricing, and service guidelines inside one platform. Standardized rules and automation save time, while a shared hub keeps every team aligned. Instead of adding another tool to an already bloated stack, define your workflows, codify them into an operating system, and create an environment where teams work together with speed and clarity.Why Context Driven Analytics Replaces DashboardsDashboards impress people for about five minutes. They get pasted into a slide deck, admired in a meeting, and then forgotten. They look sleek but rarely change how teams actually work. John Saunders describes them as “dead weight,” and he is right. Most dashboards are static trophies, not decision-making tools.John insists that analytics must carry a point of view. Agencies do their best work when they stop presenting raw numbers and start tying those numbers to judgment. Nova, the product his team builds at Power Digital, bakes that opinion into everything it produces. Every measurement is run through a filter: does this reflect the right way to evaluate performance? If the answer is no, it never makes it to the client. That rule sounds simple, yet it separates meaningful analytics from the noise of charts that show data without direction.He also points out that numbers without context fail to tell the full story. Performance depends on more than what a database records. It depends on client conversations, launch dates, migrations, and campaign decisions that live outside structured tables. Nova integrates those details directly into the analytics layer. The result is data that reads like a story, not a sterile snapshot.“Performance isn't just the data itself. It's everything around it.”John sees analytics moving toward systems that feel conversational. Static dashboards freeze data in time, while teams need a living engine that blends numbers with the narrative behind them. Instead of flipping between charts and email threads, the analysis itself should surface both at once. That way analytics become a dialogue with context, not a set of disconnected metrics.Key takeaway: Treat dashboards as disposable and focus on analytics that combine three things: a strong opinion about what matters, context from the real world, and delivery in a format that feels like a conversation. When you give your team numbers plus narrative, you give them clarity that drives decisions. Replace static charts with context driven analytics so people act faster, waste less energy, and actually understand what the data is te...

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

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

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

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

Shanne's story is proof that you don't need to overcomplicate real estate to grow. After facing life-changing challenges, he rebuilt his business entirely on the foundation of authentic relationships and showing up daily for his clients.In this interview, we unpack:✅ How Shanne built his business to 500 GCI without buying leads✅ Why relationships and consistency outperform expensive CRMs or funnels✅ What his time in a hospital bed taught him about business and life✅ How the Wolfpack community helped him scale without burnoutIf you're an agent stuck grinding and ready to scale smarter—not harder—this conversation will show you the path.

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

In this episode of The Freelancers TeaBreak, Emma Cossey dives into why tracking where your clients actually come from is the secret to smarter marketing and better results. From simple spreadsheets to CRMs like Dubsado and Notion—and even handy tools like Chatra—Emma shares practical ways to track your client sources. You'll also learn how to use that data to boost your discovery call conversions, tap into referrals, and make the most of past clients. Whether you're just starting out or you've been freelancing for years, you'll pick up easy, actionable tips to grow your business and work more strategically. Discovery Call £9 Training: https://freelancelifestyle.podia.com/discoverycalls The Scary Email Template: https://freelancelifestyle.podia.com/10-templates-for-10 Dubsado Afffiliate Link: http://dubsado.com/?c=freelancelifestyle 20% off your first year Timestamps: 00:00 Introduction and Episode Overview  00:33 The Impact of AI on Freelancing  00:58 Clarifying Your Services  01:08 Tracking Client Sources  03:13 Optimising Discovery Calls  04:49 Alternative Contact Methods  06:21 Leveraging Your Network  07:33 Weekly Challenge and Conclusion Follow me on Instagram Follow me on Bluesky Email: hello@emmacossey.com  Come join us in the free Freelance Lifestylers Facebook group Want more support? Check out the Freelance Lifestyle School courses and membership. Join the Freelance Lifestyle Discord Community: https://discord.gg/RKYkReS5Cz

Jeremy Oliver joins Jason Cassity and The Broke Agent to audit his Instagram bio and content.They lay out a full strategy to grow his account from 91 to 91,000 followers. Plus, how new agents can use hyper-local videos, storytelling, and personal branding to stand out.

#579 Think you need decades of experience to build a high-revenue business? Think again! In this episode, host Brien Gearin sits down with 21-year-old Jack Leimbach, founder of Tiger Window Cleaning in Auburn, Alabama — a college-student-run service pulling in $30K+ months. Jack shares how he turned a $200 Amazon squeegee kit into a thriving business by mastering door-to-door sales, leveraging TikTok scripts, scaling with Facebook ads, and leading a student-powered team. From landing his first $220 gig to building a fully automated service with CRMs, recurring plans, and two trucks, this is a masterclass in scrappy startup growth and operational grit. Whether you're in college or just starting out, Jack's story will inspire you to knock on doors — literally and figuratively! What we discuss with Jack: + Started business at 19 in college + Learned door-to-door sales from TikTok + First job earned $220 + Hit $10K months during finals + Invested in water-fed pole system + Transitioned to Facebook ads for leads + Built team of Auburn students + Uses CRM to automate operations + Offers recurring service plans + Aims to sell business before graduation Thank you, Jack! Check out Tiger Window Cleaning at TWCAuburn.com. Follow Jack on Facebook and Instagram. To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. And follow us on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Want to hear from more incredible entrepreneurs? Check out all of our interviews ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Learn more about your ad choices. Visit megaphone.fm/adchoices

Our guest this time is Aaron Wolpoff who has spent his professional career as a marketing strategist and consultant to help companies develop strategic brands and enhance their audience growth. He owns the marketing firm, Double Zebra. He tells us about the name and how his company has helped a number of large and small companies grow and better serve their clients.   Aaron grew up in the San Diego area. He describes himself as a curious person and he says he always has been such. He loves to ask questions. He says as a child he was somewhat quiet, but always wanted to know more. He received his Bachelor's degree in marketing from the University of California at San Diego. After working for a firm for some four and a half years he and his wife moved up to the bay area in Northern California where attended San Francisco State University and obtained a Master's degree in Business.   In addition to his day job functioning as a business advisor and strategist Aaron also hosts a podcast entitled, We Fixed it, You're Welcome. I had the honor to appear on his podcast to discuss Uber and some of its accessibility issues especially concerning access by blind persons who use guide dogs to Uber's fleet. His podcast is quite fascinating and one I hope you will follow.   Aaron provides us in this episode many business insights. We talk about a number of challenges and successes marketing has brought to the business arena. I hope you like what Aaron offers.     About the Guest:   Aaron Wolpoff is a seasoned marketing strategist and communications consultant with a track record of positioning companies, products, and thought leadership for maximum impact. Throughout his career, Aaron has been somewhat of a trendspotter, getting involved in early initiatives around online banking, SaaS, EVs, IoT, and now AI, His ability to bridge complex industry dynamics and technology-driven solutions underscores his role as a forward-thinking consultant, podcaster, and business advisor, committed to enhancing organizational effectiveness and fostering strategic growth.   As the driving force behind the Double Zebra marketing company, Aaron excels in identifying untapped marketing assets, refining brand narratives, and orchestrating strategic pivots from paid advertising to organic audience growth. His insights have guided notable campaigns for consumer brands, technology firms, and professional service providers, always with a keen eye for differentiating messages that resonate deeply with target audiences. In addition to his strategic marketing expertise, Aaron hosts the Top 20 business management podcast, We Fixed It, You're Welcome, known for its sharp, humorous analysis of major corporate challenges and missteps. Each episode brings listeners inside complex business scenarios, unfolding like real-time case studies where Aaron and his panel of experts dissect high-profile decisions, offering insightful and actionable solutions. His ability to distill complex business issues into relatable, engaging discussions has garnered widespread acclaim and a dedicated following among executives and decision-makers.   Ways to connect with Aaron:   Marketing company: https://doublezebra.com Podcast: https://wefixeditpod.com LinkedIn: https://linkedin.com/in/marketingaaron     About the Host:   Michael Hingson is a New York Times best-selling author, international lecturer, and Chief Vision Officer for accessiBe. Michael, blind since birth, survived the 9/11 attacks with the help of his guide dog Roselle. This story is the subject of his best-selling book, Thunder Dog.   Michael gives over 100 presentations around the world each year speaking to influential groups such as Exxon Mobile, AT&T, Federal Express, Scripps College, Rutgers University, Children's Hospital, and the American Red Cross just to name a few. He is Ambassador for the National Braille Literacy Campaign for the National Federation of the Blind and also serves as Ambassador for the American Humane Association's 2012 Hero Dog Awards.   https://michaelhingson.com https://www.facebook.com/michael.hingson.author.speaker/ https://twitter.com/mhingson https://www.youtube.com/user/mhingson https://www.linkedin.com/in/michaelhingson/   accessiBe Links https://accessibe.com/ https://www.youtube.com/c/accessiBe https://www.linkedin.com/company/accessibe/mycompany/ https://www.facebook.com/accessibe/       Thanks for listening!   Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below!   Subscribe to the podcast   If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can subscribe in your favorite podcast app. You can also support our podcast through our tip jar https://tips.pinecast.com/jar/unstoppable-mindset .   Leave us an Apple Podcasts review   Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.       Transcription Notes:   Michael Hingson ** 00:00 Access Cast and accessiBe Initiative presents Unstoppable Mindset. The podcast where inclusion, diversity and the unexpected meet. Hi, I'm Michael Hingson, Chief Vision Officer for accessiBe and the author of the number one New York Times bestselling book, Thunder dog, the story of a blind man, his guide dog and the triumph of trust. Thanks for joining me on my podcast as we explore our own blinding fears of inclusion unacceptance and our resistance to change. We will discover the idea that no matter the situation, or the people we encounter, our own fears, and prejudices often are our strongest barriers to moving forward. The unstoppable mindset podcast is sponsored by accessiBe, that's a c c e s s i capital B e. Visit www.accessibe.com to learn how you can make your website accessible for persons with disabilities. And to help make the internet fully inclusive by the year 2025. Glad you dropped by we're happy to meet you and to have you here with us.   Michael Hingson ** 01:20 Hi there, and welcome to another episode of unstoppable mindset. Today, we get to chat with Aaron Wolpoff, who is a marketing strategist and expert in a lot of different ways. I've read his bio, which you can find in the show notes. It seems to me that he is every bit as much of an expert is his bio says he is, but we're going to find out over the next hour or so for sure. We'll we'll not pick on him too much, but, but nevertheless, it's fun to be here. Aaron, so I want to welcome you to unstoppable mindset. I'm glad you're here, and we're glad that we get a chance to do   Aaron Wolpoff, ** 01:58 this. Thanks, Michael, thanks for having me. You're gonna grill me for an hour, huh?   Michael Hingson ** 02:04 Oh, sure. Why not? You're used to it. You're a marketing expert.   Aaron Wolpoff, ** 02:08 That's what we do. Yeah, we're always, uh, scrutiny for one thing or another.   Michael Hingson ** 02:13 I remember, I think it was back in was it 82 or 1982 or 1984 when they had the big Tylenol incident. You remember that? You know about   Aaron Wolpoff, ** 02:25 that? I do? Yeah, there's a Netflix documentary happening right now. Is there? Well, yeah,   Michael Hingson ** 02:31 a bottle of Tylenol was, for those who don't know, contaminated and someone died from it. But the manufacturer of Tylenol, the CEO the next day, just got right out in front of it and said what they were going to do about removing all Tylenol from the shelves until it could be they could all be examined and so on. Just did a number of things. It was a wonderful case, it seemed to me, for how to deal with a crisis when it came up. And I find that all too many companies and organizations don't necessarily know how to do that. Do they now?   Aaron Wolpoff, ** 03:09 And a lot of times they operate in crisis mode. That's the default. And no one likes to be around that, you know. So that's, I guess, step one is dealing even you know, deal with a crisis when it comes up, and make sure that your your day to day is not crisis fire as much as possible,   Michael Hingson ** 03:26 but know how to deal with a crisis, which is kind of the issue, and that's, that's what business continuity, of course, is, is really all about. I spoke at the Business Continuity Institute hybrid conference in London last October, and as one of the people who asked me to come and speak, explained, business continuity, people are the what if people that are always looking at, how do we deal with any kind of an emergency that comes up in an organization, knowing full well that nobody's really going to listen to them until there's really an emergency, and then, of course, they're indispensable, but The rest of the time they're not for   Aaron Wolpoff, ** 04:02 sure. Yeah, it's definitely that, you know, good. You bring up a good point about knowing how to deal with a crisis, because it will, it, will you run a business for long enough you have a company, no matter how big, eventually something bad is going to happen, and it's Tylenol. Was, is pre internet or, you know, we oh, yeah, good while ago they had time to formulate a response and craft it and and do a well presented, you know, public reassurance nowadays it's you'd have five seconds before you have to get something out there.   Michael Hingson ** 04:35 Well, even so, the CEO did it within, like, a day or so, just immediately came out and said what, what was initially going to be done. Of course, there was a whole lot more to it, but still, he got right out in front of it and dealt with it in a calm way, which I think is really important for businesses to do, and and I do find that so many don't and they they deal with so many different kinds of stress. Horrible things in the world, and they create more than they really should about fear anyway,   Aaron Wolpoff, ** 05:07 yeah, for sure, and now I think that Tylenol wasn't ultimately responsible. I haven't watched to the end, but if I remember correctly, but sometimes these crisis, crises that companies find themselves embroiled in, are self perpetuated? Yeah?   Michael Hingson ** 05:23 Well, Tylenol wasn't responsible. Somebody did it. Somebody put what, cyanide or something in into a Tylenol bottle. So they weren't responsible, but they sure dealt with it, which is the important thing. And you know, they're, they're still with us. Yeah?   Aaron Wolpoff, ** 05:38 No, they dealt with it. Well, their sales are great, everyday household product. No one can dispute it. But what I say is, with the with the instantaneousness of reach to your to your public, and to you know, consumers and public at large, a lot of crises are, can be self perpetuated, like you tweet the wrong thing, or is it called a tweet anymore? I don't know, but you know, you post something a little bit a little bit out of step with what people are think about you or thinking in general, and and now, all of a sudden, you're in the middle of something that you didn't want to be in the middle of, as a company well,   Michael Hingson ** 06:15 and I also noticed that, like the media will, so often they hear something, they report it, and they haven't necessarily checked to see the facts behind it, only to find out within an hour or two that what they reported was wrong. And they helped to sometimes promote the fear and promote the uncertainty, rather than waiting a little bit until they get all the information reasonably correct. And of course, part of the problem is they say, well, but everybody else is going to report it. So each station says everybody else is going to report it, so we have to keep up. Well, I'm not so sure about that all the time. Oh, that's very true, too, Michael, especially with, you know, off brand media outlets I'll spend with AI like, I'll be halfway through an article now, and I'll see something that's extremely generated and and I'll realize I've just wasted a whole bunch of time on a, you know, on a fake article, yeah, yeah, yeah, way, way too much. But even the mainstream media will report things very quickly to get it out there, but they don't necessarily have all the data, right. And I understand you can't wait for days to deal with things, but you should wait at least a little bit to make sure you've got data enough to report in a cogent way. And it just doesn't always happen.   Aaron Wolpoff, ** 07:33 Yeah, well, I don't know who the watch keepers of that are. I'm not a conspiracy theorist in that way by any means?   Michael Hingson ** 07:41 No, no, it isn't a conspiracy. But yeah,   Aaron Wolpoff, ** 07:44 yeah, no, no, I know, but it's again. I think it goes back to that tight the shortness of the cycle, like again. Tylenol waited a day to respond back in the day, which is great. But now, would you have you know, if Tylenol didn't say   Michael Hingson ** 07:59 anything for a day. If they were faced with a similar situation, people would vilify them and say, Well, wait, you waited a day to tell us something we wanted it in the first 30 seconds, yeah, oh, yeah. And that makes it more difficult, but I would hope that Tylenol would say, yeah. We waited a day because we were getting our facts together. 30 seconds is great in the media, but that doesn't work for reality, and in most cases, it doesn't. But yeah, I know what you're saying,   Aaron Wolpoff, ** 08:30 Yeah, but the appetite in the 24 hour news cycle, if people are hungry for new more information, so it does push news outlets, media outlets into let's respond as quick as possible and figure out the facts along the way. Yeah, yeah.   Michael Hingson ** 08:46 Well, for fun, why don't you tell us about sort of the early era and growing up, and how you got to doing the sorts of things that you're doing now. Well, I grew up in San Diego, California. I best weather in the country. I don't care what anyone says, Yeah,   Aaron Wolpoff, ** 09:03 you can't really beat it. No, I don't think anyone's gonna debate you on it. They call it the sunshine tax, because things cost a lot out here, but they do, you know, he grew up here, you put up with it. But yeah, so I grew up, grew up San Diego, college, San Diego. Life in San Diego, I've been elsewhere. I've traveled. I've seen some of the world. I like it. I've always wanted to come back, but I grew up really curious. I read a lot, I asked a lot of questions. And I also wanted, wanting to know, well, I want to know. Well, I wanted to know a lot of things about a lot of things, and I also was really scared. Is the wrong word, but I looked up to adults when I was a kid, and I didn't want to be put in a position where I was expected to know something that I didn't know. So it led to times where I'd pretend like I need you. Know, do you know? You know what this is, right? And I'd pretend like I knew, and early career, career even, and then I get called out on something, and it just was like a gut punch, like, but I'm supposed to know that, you know,   Michael Hingson ** 10:13 what did your parents think of you being so curious as you were growing up?   Aaron Wolpoff, ** 10:17 They they liked it, but I was quiet, okay? Quiet, quiet, quietly, confident and curious. It's just an interesting, I guess, an interesting mix. Yeah, but no, they Oh, they indulged it. I, you know, they answered my questions. They like I said, I read a lot, so frequent trips to the library to read a lot about a lot of things, but I think, you know, professionally, you take something that's kind of a grab bag, and what do I do with all these different interests? And when I started college undeclared, I realized, you know, communications, marketing, you kind of can make a discipline out of a bunch of interests, and call it something professional. Where did you go to college? I went to UCSD. UCSD, here in San Diego, yeah,   Michael Hingson ** 11:12 well, I was just up the road from you at UC Irvine. So here two good campuses,   Aaron Wolpoff, ** 11:18 they are, they are and UCSD. I was back recently. It's like a it's like a city. Now, every time we go back, we see these, these kids. They're babies. They get they get food every you know, they have, like, a food nice food court. There's parking, an abundance of parking, there's theaters, there's all the things we didn't have. Of course, we had some of it, but they just have, like, what if we had one of something or 50 parking spaces, they've got 5000 you know. And if we had, you know, one one food option, they got 35 Yeah, they don't know how good they have it.   Michael Hingson ** 11:53 When I was at UC urban, I think we had 3200 undergraduates. It wasn't huge. It was in that area. Now, I think there's 31,000 or 32,000 undergrads. Oh, wow. And as one of my former physics professors joked, he's retired, but I got to meet him. I was there, and last year I was inducted as an alumni member of Phi, beta, kappa. And so we were talking, and he said, You know what UCI really stands for, don't you? Well, I didn't, I said, What? And he said, under construction indefinitely. And there's, they're always building, sure, and that's that started when I was there, but, but they are always building. And it's just an amazing place today, with so many students and graduate students, undergrads and faculty, and it's, it's an amazing place. I think I'd have a little bit more of a challenge of learning where everything is, although I could do it, if I had to go back, I could do it. Yeah, UCI is nice. But I think you could say, you could say that about any of the UCs are constantly under, under development. And, you know, that's the old one. That's the old area. And I'm like, oh, that's I went to school in the old area. I know the old area. I remember Central Park. Yeah, for sure. Yeah. So you ended up majoring in Marketing and Communications,   Aaron Wolpoff, ** 13:15 yeah. So I undergrad in communications. They have a really nice business school now that they did not have at the time. So I predated that, but I probably would have ended up there. I got out with a very, not knocking the school. It's a great, wonderful school. I got out with a very theory, theoretical based degree. So I knew a lot about communications from a theory based perspective. I knew about brain cognition. I took maybe one quarter of practical use it professionally. It was like a video, like a video production course, so I I learned hands on, 111, quarter out of my entire academic career. But a lot of it was learning. The learning not necessarily applied, but just a lot of theory. And I started school at 17, and I got out just shortly after my 21st birthday, so I don't know what my hurry was, but, but there I was with a lot of theory, some some internships, but not a ton of professional experience. And, you know, trying to figure it out in the work world at that point. Did you get a graduate degree or just undergrad? I did. I went back. So I did it for almost five years in in financial marketing, and then, and I wear a suit and tie to work every day, which I don't think anyone does anymore. And I'm suddenly like, like, I'm from the 30s. I'm not that old, but, but no, seriously, we, you know, to work at the at the headquarters of a international credit union. Of course, I wear a suit, no after four and a half. Years there, I went back to graduate school up in the bay the Bay Area, Bay Area, and that's when I got my masters in in marketing. Oh, where'd you go in the Bay Area? San Francisco, state. Okay, okay, yeah, really nice school. It's got one of the biggest International MBA programs in the country, I think. And got to live in that city for a couple years.   Michael Hingson ** 15:24 We lived in Novato, so North Bay, for 12 years, from 2002 to the end of June 2014 Yeah, I like that area. That's, that's the, oh, the weather isn't San Diego's. That area is still a really nice area to live as well. Again, it is pretty expensive, but still it   Aaron Wolpoff, ** 15:44 is, yeah, I it's not San Diego weather, a beautiful day. There is like nothing else. But when we first got there, I said, I want to live by the beach. That's what I know. And we got out to the beach, which is like at the end of the outer sunset, and it's in the 40s streets, and it feels like the end of the universe. It just, it just like, feels apocalyptic. And I said, I don't want to live by the beach anymore, but, but no, it was. It was a great, great learning experience, getting an MBA. I always say it's kind of like a backpack or a toolkit you walk around with, because it is all that's all application. You know, everything that I learned about theory put into practice, you got to put into practice. And so I was, I was really glad that I that I got to do that. And like I said, Live, live in, live in the Bay. For a couple years, I'd always wanted   Michael Hingson ** 16:36 to, yeah, well, that's a nice area to live. If you got to live somewhere that is one of the nicer places. So glad you got that opportunity. And having done it, as I said for 12 years, I appreciate it too. And yeah, so much to offer there.   Aaron Wolpoff, ** 16:51 The only problem I had was it was in between the two.com bubbles. So literally, nothing was happening. The good side was that the apartment I was living in went for something like $5,500 before I got there, and then the draw everything dropped, you know, the bottom dropped out, and I was able to squeak by and afford living in the city. But, you know, you go for look, seeking your fortune. And there's, there's, I had just missed it. And then I left, and then it just came back. So I was, I was there during a lull. So you're the one, huh? Okay, I didn't do it, just the way Miami worked out. Did you then go back to San Diego? I did, yeah. So I've met my wife here. We moved up to the bay together, and when we were debating, when I graduated, we were thinking, do we want to drive, you know, an hour and a half Silicon Valley or someone, you know, somewhere further out just to stay in the area? Or do we want to go back to where we where we know and like, and start a life there and we, you know, send, like you said at the beginning, San Diego is not a bad place to be. So as it was never a fallback, but as a place to, you know, come back home to, yeah, I welcomed it.   Michael Hingson ** 18:08 And so what did you do when you came back to San Diego?   Aaron Wolpoff, ** 18:12 So I have my best friend from childhood was starting as a photography company still does, and it was starting like a sister company, as an agency to serve the photography company, which was growing really fast, and then also, like picking up clients and building a book out of so he said, you know you're, I see you're applying for jobs, and I know that you're, you know, you're getting some offers and things, but just say no To all of them and come work with me and and at the time it was, it was running out of a was like a loft of an apartment, but it, you know, it grew to us, a small staff, and then a bigger staff, and spun off on its own. And so that's, that's what I did right out of, right out of grad school. I said no to a few things, and said there's a lot, lot worse fates than you know, spending your work day with your best friend and and growing a company out and so what exactly did you do for them? So it was like, we'll call it a boutique creative agency. It was around the time of I'm making myself sound so old. See, so there was flash, flash technology, like web banners were made with Flash. It had moved to be flash, Adobe, Flash, yeah. So companies were making these web banners, and what you call interactive we got a proficiency of making full website experiences with Flash, which not a lot of companies were doing. So because of that, it led to some really interesting opportunities and clients and being able to take on a capability, a proficiency that you know for a time. Uh was, was uh as a differentiator, say, you know, you could have a web banner and an old website, or you could have a flash, interactive website where you take your users on an experience with music and all the things that seem so dated now,   Michael Hingson ** 20:14 well, and of course, unfortunately, a lot of that content wasn't very accessible, so some of us didn't really get access to a lot of it, and I don't remember whether Adobe really worked to make flash all that accessible. They dealt with other things, but I'm not sure that flash ever really was. Yeah, I'm with you on that. I really, I don't think so.   Aaron Wolpoff, ** 20:38 What we would wind up doing is making parallel websites, but, but then mobile became a thing, and then you'd make a third version of a website, and it just got tedious. And really it's when the iPhone came out. It just it flash got stopped in its tracks, like it was like a week, and then action script, which is the language that it runs on, and all the all the capabilities and proficiencies, just there was no use for it anymore.   Michael Hingson ** 21:07 Well, and and the iPhone came out, as you said, and one of the things that happened fairly early on was that, because they were going to be sued, Apple agreed to make the I devices accessible, and they did something that hadn't really been done up to that time. They set the trend for it. They built accessibility into the operating systems, and they built the ability to have accessibility into the operating systems. The one thing that I wish that Apple would do even a little bit more of than they do, than they do today, although it's better than it used to be, is I wish they would mandate, or require people who are going to put apps in the App Store, for example, to make sure that the apps are accessible. They have guidelines. They have all sorts of information about how to do it, but they don't really require it, and so you can still get inaccessible apps, which is unfortunate,   Aaron Wolpoff, ** 22:09 that is Yeah, and like you said, with Flash, an entire you know, ecosystem had limited to no accessibility, so   Michael Hingson ** 22:16 and making additional on another website, Yeah, a lot of places did that, but they weren't totally equal, because they would make enough of the website, well, they would make the website have enough content to be able to do things, but they didn't have everything that they had on the graphical or flash website, and so It was definitely there, but it wasn't really, truly equal, which is unfortunate, and so now it's a lot better.   Aaron Wolpoff, ** 22:46 Yeah, it is no and I hate to say it, but if it came down to limited time, limited budget, limited everything you want to make something that is usable and efficient, but no, I mean, I can't speak for all developers, but no, it would be hard. You'd be hard pressed to create a an equally parallel experience with full accessibility at the time.   Michael Hingson ** 23:16 Yeah, yeah, you would. And it is a lot better. And there's, there's still stuff that needs to be done, but I think over time, AI is going to help some of that. And it is already made. It isn't perfect yet, but even some graphics and so on can be described by AI. And we're seeing things improve over, over, kind of what they were. So we're making progress, which is good,   Aaron Wolpoff, ** 23:44 yeah, no, I'm really happy about that. And with with AI and AI can go through and parse your code and build in all you know, everything that that needs to happen, there's a lot less excuse for for not making something as accessible as it can   Michael Hingson ** 23:59 be, yeah, but people still ignore it to a large degree. Still, only about 3% of all websites really have taken the time to put some level of accessibility into them. So there's still a lot to be done, and it's just not that magical or that hard, but it's mostly, I think, education. People don't know, they don't know that it can be done. They don't think about it being done, or they don't do it initially, and so then it becomes a lot more expensive to do later on, because you got to go back and redo   Aaron Wolpoff, ** 24:28 it, all right, yeah, anything, anytime you have to do something, something retroactive or rebuild, you're, yeah, you're starting from not a great place.   Michael Hingson ** 24:37 So how long did you work with your friend?   Aaron Wolpoff, ** 24:42 A really long time, because I did the studio, and then I wound up keeping that alive. But going over to the photography side, the company really grew. Had a team of staff photographers, had a team of, like a network of photographers, and. And was doing quite, quite a lot, an abundance of events every year, weddings and corporate and all types of things. So all in, I was with the company till, gosh, I want to say, like, 2014 or so. Wow. Yeah. Yeah.   Michael Hingson ** 25:21 And then what did you go off and do?   Aaron Wolpoff, ** 25:25 So then I worked for an agency, so I got started with creative and, well, rewinding, I got started with financial marketing, with the suit and tie. But then I went into creative, and I've tried pretty much every aspect of marketing I hadn't done marketing automation and email sequences and CRMs and outreach and those types of things. So that was the agency I worked for that was their specialization, which I like, to a degree, but it's, it's not my, not my home base. Yeah, there's, there's people that love and breathe automation. I like having interjecting some, you know, some type of personal aspect into the what you're putting out there. And I have to wrestle with that as ai, ai keeps growing in prominence, like, Where's the place for the human, creative? But I did that for a little while, and then I've been on my own for the past six or seven years.   Michael Hingson ** 26:26 So what is it you do today? Exactly?   Aaron Wolpoff, ** 26:30 So I'm, we'll call it a fractional CMO, or a fractional marketing advisor. So I come in and help companies grow their their marketing and figure themselves out. I've gone I work with large companies. I've kind of gone back to early stage startups and and tech companies. I just find that they're doing really more, a lot more interesting things right now with the market the way it is. They're taking more chances and and they're they're moving faster. I like to move pretty quick, so that's where my head's at. And I'm doing more. We'll call em like CO entrepreneurial ventures with my clients, as opposed to just a pure agency service model, which is interesting. And and I got my own podcast. There you go. Yeah. What's your podcast called? Not to keep you busy, it's called, we fixed it. You're welcome. There you   Michael Hingson ** 27:25 go. And it seems to me, if my memory hasn't failed me, even though I don't take one of those memory or brain supplements, we were on it not too long ago, talking about Uber, which was fun.   Aaron Wolpoff, ** 27:39 We had you on there. I don't know which episode will drop first, this one or or the one you were on, but we sure enjoyed having you on there.   Michael Hingson ** 27:46 Well, it was fun. Well, we'll have to do more of it, and I think it'd be fun to but so you own your own business. Then today,   Aaron Wolpoff, ** 27:53 I do, yeah, it's called Double zebra.   Michael Hingson ** 27:56 Now, how did you come up with that name?   Aaron Wolpoff, ** 27:59 It's two basic elements, so basic, black and white, something unremarkable, but if you can take it and multiply it or repeat it, then you're onto something interesting.   Michael Hingson ** 28:13 Lots of stripes. Yeah, lots of stripes.   Aaron Wolpoff, ** 28:17 And it's always fun when I talk to someone in the UK or Australia, or then they say zebra or zebra, right? I get to hear the way they say it. It's that's fun. Occasionally I get double double zero. People will miss misname it and double zero. That's his   Michael Hingson ** 28:34 company's that. But has anybody called it double Zed yet?   Aaron Wolpoff, ** 28:39 No, that's a new one.   Michael Hingson ** 28:41 Yeah? Well, you never know. Maybe we've given somebody the idea now. Yeah, yeah. Well, so I'm I'm curious. You obviously do a lot to analyze and help people in critique in corporate mishaps. Have you ever seen a particular business mistake that you really admire and just really love, its audacity,   Aaron Wolpoff, ** 29:07 where it came out wrong, but I liked it anyway, yeah, oh, man,   Michael Hingson ** 29:13 let's see, or one maybe, where they learned from their mistake and fixed it. But still, yeah, sure.   Aaron Wolpoff, ** 29:23 Yeah, that's a good one. I like, I like bold moves, even if they're wrong, as long as they don't, you know, they're not harmful to people I don't know. Let's go. I'm I'm making myself old. Let's go back to Crystal crystal. Pepsi, there you go for that. But that was just such a fun idea at the time. You know, we're the new generation and, and this is the 90s, and everything's new now, and we're going to take the color out of out of soda, I know we're and we're going to take it and just make it what you know, but a little unfamiliar, right? Right? It's Crystal Pepsi, and the ads were cool, and it was just very of the moment. Now, that moment didn't last very long, no, and the public didn't, didn't hold on to it very long. But there's, you know, it was, it let you question, and I in a good way, what you thought about what is even a Pepsi. And it worked. It was they brought it back, like for a very short time, five, I want to say five or six years ago, just because people had a nostalgia for it. But yeah, big, big, bold, we're confident this is the new everyone's going to be talking about this for a long time, and we're going to put a huge budget behind it, Crystal Pepsi. And it it didn't, but yeah, I liked it.   Michael Hingson ** 30:45 So why is that that is clearly somebody had to put a lot of effort into the concept, and must have gotten some sort of message that it would be very successful, but then it wasn't,   Aaron Wolpoff, ** 31:00 yeah, yeah. For something like that, you have to get buy in at so many levels. You know, you have an agency saying, this is the right thing to do. You have CD, your leadership saying, No, I don't know. Let's pull back. Whenever an agency gets away with something and and spends a bunch of client money and it's just audacious, and I can't believe they did it. I know how many levels of buy in they had to get, yeah, to say, Trust me. Trust me. And a lot of times it works, you know, if they do something that just no one else had had thought of or wasn't willing to do, and then you see that they got through all those levels of bureaucracy and they were able to pull it off.   Michael Hingson ** 31:39 When it works. I love it. When it doesn't work. I love it, you know, just, just the fact that they did it, yeah, you got to admire that. Gotta admire it. They pulled it off, yeah. My favorite is still ranch flavored Fritos. They disappeared, and I've never understood why I love ranch flavored Fritos. And we had them in New Jersey and so on. And then we got, I think, out to California. But by that time, they had started to fade away, and I still have never understood why. Since people love ranch food so   Aaron Wolpoff, ** 32:06 much, that's a good one. I don't know that. I know those because it does, it does that one actually fill a market need. If there's Doritos, there's, you know, the ranch, I don't know if they were, they different.   Michael Hingson ** 32:17 They were Fritos, but they they did have ranch you know they were, they were ranch flavored, and I thought they were great. Yeah, I don't know. I don't know that one didn't hit because they have, I think they have chili flavor. They have regular. Do they have anything else honey barbecue? I don't know. I don't know, but I do still like regular, but I love ranch flavored the best. Now, I heard last week that Honey Nut Cheerios are going away. General Mills is getting rid of honey nut cheerios. No, is that real? That's what I heard on the news. Okay, I believe you, but I'll look it up anyway. Well, it's interesting. I don't know why, after so many years, they would but there have been other examples of cereals and so on that were around for a while and left and, well, Captain Crunch was Captain Crunch was one, and I'm not sure if lucky charms are still around. And then there was one called twinkles.   Aaron Wolpoff, ** 33:13 And I know all those except twinkles, but I would if you asked me, I would say, Honey Nut Cheerios. There's I would say their sales are better than Cheerios, or at least I would think so, yeah, at least a good portfolio company. Well, who knows, who knows, but I do know that Gen Z and millennials eat cereal a lot less than us older folks, because it takes work to put milk and cereal into a bowl, and it's not pre made, yeah. So maybe it's got to do with, you know, changing eating habits and consumer preferences   Michael Hingson ** 33:48 must be Yeah, and they're not enough of us, older, more experienced people to to counteract that. But you know, well, we'll see Yeah, as long as they don't get rid of the formula because it may come back. Yeah, well, now   Aaron Wolpoff, ** 34:03 Yeah, exactly between nostalgia and reboots and remakes and nothing's gone forever, everything comes back eventually.   Michael Hingson ** 34:10 Yeah, it does in all the work that you've done. Have you ever had to completely rethink and remake your approach and do something different?   Aaron Wolpoff, ** 34:24 Yeah, well, there's been times where I've been on uncharted territory. I worked with an EV company before EVs were a thing, and it was going, actually going head to head with with Tesla. But the thing there's they keep trying to bring it back and crowd sourcing it and all that stuff. It's, but at the time, it was like, I said it was like, which is gonna make it first this company, or Tesla, but, but this one looks like a, it looks, it feels like a spaceship. It's got, like space. It's a, it's, it's really. Be really unique. So the one that that is more like a family car one out probably rightly so. But there was no consumer understanding of not, let alone our preference, like there is now for an EV and what do I do? I have to plug it in somewhere and and all those things. So I had to rethink, you know what? There's no playbook for that yet. I guess I have to kind of work on it. And they were only in prototyping at the point where we came in and had to launch this, you know, teaser and teaser campaign for it, and build up awareness and demand for this thing that existed on a computer at the time.   Michael Hingson ** 35:43 What? Why is Tesla so successful?   Aaron Wolpoff, ** 35:48 Because they spent a bunch of money. Okay, that helps? Yeah, they were playing the long game. They could outspend competitors. They've got the unique distribution model. And they kind of like, I said, retrained consumers into how you buy a car, why you buy a car, and, and I think politics aside, people love their people love their teslas. You don't. My understanding is you don't have to do a whole lot once you buy it. And, and they they, like I said, they had the money to throw at it, that they could wait, wait it out and wait out that when you do anything with retraining consumers or behavior change or telling them you know, your old car is bad, your new this new one's good, that's the most. We'll call it costly and and difficult forms of marketing is retraining behavior. But they, they had the money to write it out and and their products great, you know, again, I'm not a Tesla enthusiast, but it's, it looks good. People love it. I you know, they run great from everything that I know, but so did a lot of other companies. So I think they just had the confidence in what they were doing to throw money at it and wait, be patient and well,   Michael Hingson ** 37:19 they're around there again the the Tesla is another example of not nearly as accessible as it should be and and I recognize that I'm not going to be the primary driver of a Tesla today, although I have driven a Tesla down Interstate 15, about 15 miles the driver was in the car, but, but I did it for about 15 miles going down I 15 and fully appreciate what autonomous vehicles will be able to do. We're way too much still on the cusp, and I think that people who just poo poo them are missing it. But I also know we're not there yet, but the day is going to come when there's going to be a lot more reliability, a lot less potential for accidents. But the thing that I find, like with the Tesla from a passenger standpoint, is I can't do any of the things that a that a sighted passenger can do. I can't unless it's changed in the last couple of years. I can't manipulate the radio. I can't do the other things that that that passengers might do in the Tesla, and I should be able to do that, and of all the vehicles where they ought to have access and could, the Tesla would be one, and they could do it even still using touch screens. I mean, the iPhone, for example, is all touch screen. But Apple was very creative about creating a mechanism to allow a person to not need to look at the screen using VoiceOver, the screen reader on the iPhone, but having a new set of gestures that were created that work with VoiceOver so that I could interact with that screen just as well as you can.   Aaron Wolpoff, ** 38:59 That's interesting that you say that, you know, Apple was working on a car for a while, and I don't know to a fact, but I bet they were thinking through accessibility and building that into every turn, or at least planning to,   Michael Hingson ** 39:13 oh, I'm sure they were. And the reality is, it isn't again. It isn't that magical to do. It would be simple for the Teslas and and other vehicles to do it. But, you know, we're we're not there mentally. And that's of course, the whole issue is that we just societally don't tend to really look at accessibility like we should. My view of of, say, the apple the iPhone, still is that they could be marketing the screen reader software that I use, which is built into the system already. They could, they could do some things to mark market that a whole lot more than they already do for sighted people. Your iPhone rings, um. You have to tap it a lot of times to be able to answer it. Why can't they create a mode when you're in a vehicle where a lot more of that is verbally, spoken and handled through voice output from the phone and voice input from you, without ever having to look at or interact with the screen.   Aaron Wolpoff, ** 40:19 I bet you're right, yeah, it's just another app at that point   Michael Hingson ** 40:22 well, and it's what I do. I mean, it's the way I operate with it. So I just think that they could, they could be more creative. There's so many examples of things that begin in one way and alter themselves or become altered. The typewriter, for example, was originally developed for a blind Countess to be able to communicate with her lover without her husband finding out her husband wasn't very attentive to her anyway. But the point is that the, I think the lover, created the this device where she could actually sit down and type a letter and seal it and give it to a maid or someone to give to, to her, her friend. And that's how the typewriter other other people had created, some examples, but the typewriter from her was probably the thing that most led to what we have today.   Aaron Wolpoff, ** 41:17 Oh, I didn't know that. But let me Michael, let me ask you. So I was in LA not too long ago, and they have, you know, driverless vehicles are not the form yet, but they we, I saw them around the city. What do you think about driverless vehicles in terms of accessibility or otherwise?   Michael Hingson ** 41:32 Well, again, so, so the most basic challenge that, fortunately, they haven't really pushed which is great, is okay, you're driving along in an autonomous vehicle and you lose connection, or whatever. How are you going to be able to pull it off to the side of the road? Now, some people have talked about saying that there, there has to be a law that only sighted people could well the sighted people a sighted person has to be in the vehicle. The reality is, the technology has already been developed to allow a blind person to get behind the wheel of a car and have enough information to be able to drive that vehicle just as well, or nearly as well, as a sighted person. But I think for this, from the standpoint of autonomousness, I'm all for it. I think we're going to continue to see it. It's going to continue to get better. It is getting better daily. So I haven't ridden in a fully autonomous vehicle, but I do believe that that those vehicles need to make sure, or the manufacturers need to make sure that they really do put accessibility into it. I should be able to give the vehicle all the instructions and get all the information that any sighted person would get from the vehicle, and the technology absolutely exists to do that today. So I think we will continue to see that, and I think it will get better all the way around. I don't know whether, well, I think they that actually there have been examples of blind people who've gotten into an autonomous vehicle where there wasn't a sighted person, and they've been able to function with it pretty well. So I don't see why it should be a problem at all, and it's only going to get   Aaron Wolpoff, ** 43:22 better. Yeah, for sure. And I keep thinking, you know, accessibility would be a prior priority in autonomous vehicles, but I keep learning from you, you know you were on our show and and our discussions, that the priorities are not always in line and not always where they necessarily should   Michael Hingson ** 43:39 be. Well. And again, there are reasons for it, and while I might not like it, I understand it, and that is, a lot of it is education, and a lot of it is is awareness. Most schools that teach people how to code to develop websites don't spend a lot of time dealing with accessibility, even though putting all the codes in and creating accessible websites is not a magically difficult thing to do, but it's an awareness issue. And so yeah, we're just going to have to continue to fight the fight and work toward getting people to be more aware of why it's necessary. And in reality, I do believe that there is a lot of truth to this fact that making things more accessible for me will help other people as well, because by having not well, voice input, certainly in a vehicle, but voice output and so on, and a way for me to accessibly, be able to input information into an autonomous vehicle to take to have it take me where I want to go, is only going to help everyone else as well. A lot of things that I need would benefit sighted people so well, so much.   Aaron Wolpoff, ** 44:56 Yeah, you're exactly right. Yeah, AI assisted. And voice input and all those things, they are universally loved and accepted now, yeah,   Michael Hingson ** 45:07 it's getting better. The unemployment rate is still very high among, for example, employable blind people, because all too many people still think blind people can't work, even though they can. So it's all based on prejudice rather than reality, and we're, we're, we're just going to have to continue to work to try to deal with the issues. I wrote an article a couple of years ago. One of the things where we're constantly identified in the world is we're blind or visually impaired. And the problem with visually impaired is visually we're not different simply because we don't see and impaired, we are not we're getting people slowly to switch to blind and low vision, deaf people and hard of hearing people did that years ago. If you tell a deaf person they're hearing impaired, they're liable to deck you on the spot. Yeah, and blind people haven't progressed to that point, but it's getting there, and the reality is blind and low vision is a much more appropriate terminology to use, and it's not equating us to not having eyesight by saying we're impaired, you know. So it's it's an ongoing process, and all we can do is continue to work at it?   Aaron Wolpoff, ** 46:21 Yeah, no. And I appreciate that you do. Like I said, education and retraining is, is call it marketing or call it, you know, just the way people should behave. But it's, that's, it's hard. It's one of the hardest things to do.   Michael Hingson ** 46:36 But, you know, we're making progress, and we'll, we'll continue to do that, and I think over time we'll we'll see things improve. It may not happen as quickly as we'd like, but I also believe that I and other people who are blind do need to be educators. We need to teach people. We need to be patient enough to do that. And you know, I see so often articles written about Me who talk about how my guide dog led me out of the World Trade Center. The guide dog doesn't lead anybody anywhere. That's not the job of the dog. The dog's job is to make sure that we walk safely. It's my job to know where to go and how to get there. So a guide dog guides and will make sure that we walk safely. But I'm the one that has to tell the dog, step by step, where I want the dog to go, and that story is really the crux of what I talk about many times when I travel and speak to talk to the public about what happened in the World Trade Center, because I spent a lot of time learning what I needed to do in order to escape safely and on September 11, not ever Having anticipated that we would need that kind of information, but still preparing for it, the mindset kicked in, and it all worked well.   Aaron Wolpoff, ** 47:49 You You and I talked about Uber on on my show, when you came on, and we gave them a little ding and figured out some stuff for them, what in terms of accessibility, and, you know, just general corporate citizenship, what's what's a company that, let's give them a give, give, call them out for a good reason? What's a company that's doing a good job, in your eyes, in your mind, for accessibility, maybe an unexpected one.   Michael Hingson ** 48:20 Well, as I mentioned before, I think Apple is doing a lot of good things. I think Microsoft is doing some good I think they could do better than they are in in some ways, but they're working at it. I wish Google would put a little bit more emphasis on making its you its interface more more usable to you really use the like with Google Docs and so on. You have to hurt learn a whole lot of different commands to make part of that system work, rather than it being as straightforward as it should be, there's some new companies coming up. There's a new company called inno search. Inno search.ai, it was primarily designed at this point for blind and low vision people. The idea behind inner search is to have any a way of dealing with E commerce and getting people to be able to help get help shopping and so on. So they actually have a a phone number. It's, I think it's 855, shop, G, P, T, and you can go in, and you can talk to the bot and tell it what you want, and it can help fill up a shopping cart. It's using artificial intelligence, but it understands really well. I have yet to hear it tell me I don't understand what you want. Sometimes it gives me a lot of things that more than I than I'm searching for. So there, there's work that needs to be done, but in a search is really a very clever company that is spending a lot of time working to make. Sure that everything that it does to make a shopping experience enjoyable is also making sure that it's accessible.   Aaron Wolpoff, ** 50:08 Oh, that's really interesting. Now, with with my podcast, and just in general, I spend a lot of time critiquing companies and and not taking them to test, but figuring out how to make them better. But I always like the opportunity to say you did something well, like even quietly, or you're, you know, people are finding you because of a certain something you didn't you took it upon yourselves to do and figure out   Michael Hingson ** 50:34 there's an audio editor, and we use it some unstoppable mindset called Reaper. And Reaper is a really great digital audio workstation product. And there is a whole series of scripts that have been written that make Reaper incredibly accessible as an audio editing tool. It's really great. It's about one of the most accessible products that I think I have seen is because they've done so well with it, which is kind of cool.   Aaron Wolpoff, ** 51:06 Oh, very nice. Okay, good. It's not even expensive. You gave me two to look, to pay attention to, and, you know, Track, track, along with,   Michael Hingson ** 51:16 yeah, they're, they're, they're fun. So what do people assume about you that isn't true or that you don't think is true?   Aaron Wolpoff, ** 51:25 People say, I'm quiet at times, guess going back to childhood, but there's time, there's situation. It's it's situational. There's times where I don't have to be the loudest person in the room or or be the one to talk the most, I can hang back and observe, but I would not categorize myself as quiet, you know, like I said, it's environmental. But now I've got plenty to say. You just have to engage me, I guess.   Michael Hingson ** 51:56 Yeah, well, you know, it's interesting. I'm trying to remember   Michael Hingson ** 52:04 on Shark Tank, what's Mark's last name, Cuban. Cuban. It's interesting to watch Mark on Shark Tank. I don't know whether he's really a quiet person normally, but I see when I watch Shark Tank. The other guys, like Mr. Wonderful with Kevin are talking all the time, and Mark just sits back and doesn't say anything for the longest period of time, and then he drops a bomb and bids and wins. Right? He's just really clever about the way he does it. I think there's a lot to be said for not just having to speak up every single time, but rather really thinking things through. And he clearly does that,   Aaron Wolpoff, ** 52:46 yeah, yeah, you have to appreciate that. And I think that's part of the reason that you know, when I came time to do a podcast, I did a panel show, because I'm surrounded by bright, interesting, articulate people, you included as coming on with us and and I don't have to fill every second. I can, I can, I, you know, I can intake information and think for a second and then maybe have a   Michael Hingson ** 53:15 response. Well, I think that makes a lot of sense, doesn't it? I mean, it's the way it really ought to be.   Aaron Wolpoff, ** 53:20 Yeah, if you got to fill an hour by yourself, you're always on, right?   Michael Hingson ** 53:26 Yeah, I know exactly what you mean. I know when I travel to speak. I figure that when I land somewhere, I'm on until I leave again. So I always enjoy reading books, especially going and coming on airplanes. And then I can be on the whole time. I am wherever I have to be, and then when I get on the airplane to come home, I can relax again.   Aaron Wolpoff, ** 53:45 Now, I like that. And I know, you keynote, I think I'd rather moderate, you know, I'll say something when I have something to say, and let other people talk for a while. Well, you gotta, you have a great story, and you're, you know, I'm glad you're getting it out there.   Michael Hingson ** 53:58 Well, if anybody needs a keynote speaker. Just saying, for everybody listening, feel free to email me. I'd love to hear from you. You can email me at Michael H i@accessibe.com or speaker at Michael hingson.com always looking for speaking engagements. Then we got that one in. I'm glad, but, but you know, for you, is there a podcast episode that you haven't done, that you really want to do, that just seems to be eluding you?   Aaron Wolpoff, ** 54:28 There are a couple that got away. I wanted to do one about Sesame Street because it was without a it was looking like it was going to be without a home. And that's such a hallmark of my childhood. And so many, yeah, I think they worked out a deal, which is probably what I was going to propose with. It's like a CO production deal with Netflix. So it seems like they're safe for the foreseeable future. But what was the other I think there's, there's at least one or two more where maybe the guests didn't line up, or. Or the timeliness didn't work. I was going to have someone connected to Big Lots. You remember Big Lots? I think they're still around to some degree, but I think they are, come on and tell me their story, because they've, you know, they've been on the brink of extinction for a little while. So it's usually, it's either a timing thing, with the with with the guest, or the news cycle has just maybe gone on and moved past us.   Michael Hingson ** 55:28 But, yeah, I know people wrote off Red Lobster for a while, but they're still around.   Aaron Wolpoff, ** 55:35 They're still around. That would be a good one. Yeah, their endless shrimp didn't do them any favors. No, that didn't help a whole lot, but it's the companies, even the ones we've done already, you know, they they're still six months later. Toilet hasn't been even a full year of our show yet, but in a year, I bet there's, you know, we could revisit them all over again, and they're still going to find themselves in, I don't know, hot water, but some kind of controversy for one reason or another. And we'll, we'll try to help them out again.   Michael Hingson ** 56:06 Have you seen any successes from the podcast episodes where a company did listen to you and has made some changes?   Aaron Wolpoff, ** 56:15 I don't know that. I can correlate one to one. We know that they listen. We can look at the metrics and where the where the list listens, are coming from, especially with LinkedIn, gives you some engagement and tells you which companies are paying attention. So we know that they are and they have now, whether they took that and, you know, implemented it, we have a disclaimer saying, Don't do it. You know, we're not there to give you unfiltered legal advice. You know, don't hold us accountable for anything we say. But if we said something good and you like it, do it. So, you know, I don't know to a T if they have then we probably given away billions of dollars worth of fixes. But, you know, I don't know the correlation between those who have listened and those who have acted on something that we might have, you know, alluded to or set out, right? But it has. We've been the times that we take it really seriously. We've we've predicted some things that have come come to pass.   Michael Hingson ** 57:13 That's cool, yeah. Well, you certainly had a great career, and you've done a lot of interesting things. If you had to suddenly change careers and do something entirely different from what you're doing, what would it be?   Aaron Wolpoff, ** 57:26 Oh, man, my family laughs at me, but I think it would be a furniture salesman. There you go. Yeah, I don't know why. There's something about it's just enough repetition and just enough creativity. I guess, where people come in, you tell them, you know you, they tell you their story, you know, you get to know them. And then you say, Oh, well, this sofa would be amazing, you know, and not, not one with endless varieties, not one with with two models somewhere in between. Yeah, I think that would be it keeps you on your feet.   Michael Hingson ** 58:05 Furniture salesman, well, if you, you know, if you get too bored, math is homes and Bob's furniture probably looking for people.   Aaron Wolpoff, ** 58:12 Yeah, I could probably do that at night.   Michael Hingson ** 58:18 What advice do you give to people who are just starting out, or what kinds of things do you would you give to people we have ideas and thoughts?   Aaron Wolpoff, ** 58:27 So I've done a lot of mentoring. I've done a lot of one on one calls. They told I always work with an organization. They told me I did 100 plus calls. I always tell people to take use the create their own momentum, so you can apply for things, you can stand in line, you can wait, or you can come up with your own idea and test it out and say, I'm doing this. Who wants in? And the minute you have an idea, people are interested. You know, you're on to something. Let me see what that's all about. You know, I want to be one of the three that you're looking for. So I tell them, create their own momentum. Try to flip the power dynamic. So if you're asking for a job, how do you get the person that you're asking to want something from you and and do things that are take on, things that are within your control?   Michael Hingson ** 59:18 Right? Right? Well, if you had to go back and tell the younger Aaron something from years ago, what would you give him in the way of advice?   Aaron Wolpoff, ** 59:30 Be more vulnerable. Don't pretend you know everything. There you go. And you don't need to know everything. You need to know what you know. And then get a little better and get a little better.   Michael Hingson ** 59:43 One of the things that I constantly tell people who I hire as salespeople is you can be a student, at least for a year. Don't hesitate to ask your customers questions because they're not out to. Get you. They want you to succeed. And if you interact with your customers and you're willing to learn from them, they're willing to teach, and you'll learn so much that you never would have thought you would learn. I just think that's such a great concept.   Aaron Wolpoff, ** 1:00:12 Oh, exactly right. Yeah. As soon as I started saying that to clients, you know, they would throw out an industry term. As soon as I've said I don't know what that is, can you explain it to me? Yeah? And they did, and the world didn't fall apart. And I didn't, you know, didn't look like the idiot that I thought I would when we went on with our day. Yeah, that whole protective barrier that I worked so hard to keep up as a facade, I didn't have to do it, and it was so freeing. Yeah, yeah, yeah,   Michael Hingson ** 1:00:41 I hear you. Well, this has been fun. We've been doing it for an hour. Can you believe it? Oh, hey, that was a quick hour. I know it was a lot of fun. Well, I want to thank you for being here, and I want to thank you all for listening. Please give us a five star rating wherever you're listening or watching. We really appreciate it. We value your thoughts. I'd love to hear from you and get your thoughts on our episode today. And I'm sure Aaron would like that as well, and I'll give you an email address in a moment. But Aaron, if people want to reach out to you and maybe use your services, how do they do that?   Aaron Wolpoff, ** 1:01:12 Yeah, so two ways you can check me out, at double zebra, z, E, B, R, A, double zebra.com and the podcast, I encourage you to check out too. We fixed it. Pod.com, we fixed it.   Michael Hingson ** 1:01:25 Pod.com, there you go. So reach out to Aaron and get marketing stuff done and again. Thank you all. My email address, if you'd like to talk to us, is Michael, H, I m, I C, H, A, E, L, H, I at accessibe, A, C, C, E, S, S, i, b, e.com, and if you know anyone else who you think ought to be a guest on our podcast, we'd love it if you give us an introduction. We're always looking for people, so please do and again. Aaron, I just want to thank you for being here. This has been a lot of fun.   Aaron Wolpoff, ** 1:01:58 That was great. Thanks for having me. Michael,   **Michael Hingson ** 1:02:05 You have been listening to the Unstoppable Mindset podcast. Thanks for dropping by. I hope that you'll join us again next week, and in future weeks for upcoming episodes. To subscribe to our podcast and to learn about upcoming episodes, please visit www dot Michael hingson.com slash podcast. Michael Hingson is spelled m i c h a e l h i n g s o n. While you're on the site., please use the form there to recommend people who we ought to interview in upcoming editions of the show. And also, we ask you and urge you to invite your friends to join us in the future. If you know of any one or any organization needing a speaker for an event, please email me at speaker at Michael hingson.com. I appreciate it very much. To learn more about the concept of blinded by fear, please visit www dot Michael hingson.com forward slash blinded by fear and while you're there, feel free to pick up a copy of my free eBook entitled blinded by fear. The unstoppable mindset podcast is provided by access cast an initiative of accessiBe and is sponsored by accessiBe. Please visit www.accessibe.com . AccessiBe is spelled a c c e s s i b e. There you can learn all about how you can make your website inclusive for all persons with disabilities and how you can help make the internet fully inclusive by 2025. Thanks again for Listening. Please come back and visit us again next week.

Ed led a mastermind on referral management, highlighting the importance of CRMs and classifying contacts into A, B, and C categories to identify top referral sources. He shared quick strategies for contacting databases, using memory joggers, and coaching contacts on how to refer effectively. Ed emphasized the need for a strong, memorable value proposition (“gold brick”) to stand out with clients and referral partners. He also discussed lead management, 17-touch client engagement methods, and incorporating charitable events for stronger connections. The session wrapped with guidance on handling buyers wanting to switch agents, stressing credibility, rapport, and broker consultation.

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

In this episode of How to Get Ahead by Millennial Life Coaches, Tanya sits down with the incredible Samara Beth of Samara Beth & Co. to explore how to craft a powerful brand that gets you noticed.Samara shares her 30+ years of expertise in event planning, branding, and speaking, including:✨ How to position your brand so you can land speaking opportunities.✨ Why social media, landing pages, and consistency are key to credibility.✨ The truth about getting on stages—local, national, and even TV.✨ How coaches and entrepreneurs can turn speaking into income streams.✨ Her personal journey of reinvention, resilience, and building businesses across the globe.3:40 – The Great American Speak Off & working with Grant Cardone's 10X team5:00 – What kinds of speaking stages are available (local vs. big stages)6:40 – How to prepare your signature talk for conversion & income8:10 – Freebie funnel strategy: from strangers to clients10:00 – The role of landing pages, CRMs, and tech tools for speakers19:00 – Using AI & automation for content creation and evergreen courses28:45 – Free webinar & resources from Samara BethIf you're a coach, speaker, or entrepreneur ready to grow your authority, this episode is full of actionable insights and strategies.

Are you running a business or just duct taping one together? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with Lauren Duke. Lauren is the founder and CEO of Core Ops Collective, to unpack how she went from military spouse and hairdresser to running operations for one of the nation's top real estate teams—closing over 3000 transactions and opening 21 expansion locations. Lauren explains why so many agents get stuck wearing every hat, how culture can't just be “family,” and the difference between surviving and scaling. She dives into her signature SCALE framework—Set the vision, Capture attention, Acquire business, Lead with systems, Elevate experience—showing agents how to replace chaos with clarity. From CRMs and lead magnets to touch plans and KPI dashboards, Lauren reveals the tools and mindset shifts that free agents from survival mode and position them to grow like true CEOs. If this conversation gave you clarity, share it with another agent who's grinding without a plan. Subscribe to Real Estate Excellence, leave a review, and commit to setting up one system this week that will carry your business further.   Highlights: 0:00 - 6:00 Introduction and agent struggles Why agents hit a ceiling early Misconceptions about brokerage support Overwhelm from CRMs and tech tools Why systems matter before scaling 6:00 - 15:00 Lauren's background and entry into real estate From hairdresser to military spouse life Launching a VA business on Facebook First role as a transaction coordinator Learning operations by trial and error 15:00 - 25:00 Building and leading teams Expanding to 21 locations nationwide Managing 100+ agents and staff Culture vs. family in teams Launching Core Ops Collective after parting ways 25:00 - 41:00 The SCALE framework Setting the vision with audits Capturing attention with core values Acquiring business through CRMs Leading with measurable systems 41:00 - 55:00 Systems, automation, and client touch plans Building landing pages and lead forms Using Facebook groups for lead gen 00:45:30 to 01:22:23 Dashboards, hiring, and team building ·        CEO dashboards for KPIs and cost of sale ·        Avoiding the pay-per-lead trap ·        Setting clear roles and accountability for admins Dashboards and KPIs for agents Final advice on scaling with clarity   Quotes:  “We replace survival mode with structure.” – Lauren Duke “You can't grow a team if you don't even know how you want to show up for clients.” – Lauren Duke “If you don't know your core values, decisions will paralyze you.” – Lauren Duke “Your assistant should be an extension of you.” – Lauren Duke   To contact Lauren Duke, learn more about her business, and make her a part of your network, make sure to follow her on her Website, Instagram, Facebook, and Podcast.   Connect with Lauren Duke! Website: https://www.coreopscollective.com Instagram: https://www.instagram.com/coreopscollective Facebook: https://www.facebook.com/coreopscollective Podcast: https://open.spotify.com/show/0CeMtpitmpW2KB4j05cI7i   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #LaurenDuke #CoreOpsCollective #RealEstateOps #ScaleYourBusiness #CRMSystems #LeadGeneration #TeamBuilding #Brokerage #AgentSuccess #BusinessSystems #EntrepreneurMindset #OperationsExcellence #RealEstateCoaching #ScalingAgents #CEOAgent #ClientExperience #KPIDashboard #Leadership #Authenticity

Scalestack is revolutionizing go-to-market operations through intelligent automation, helping enterprise revenue teams eliminate what CEO Elio Narciso calls the "manual work tax" - the 72% of time sales reps spend on tedious data tasks instead of engaging with customers. With $3.1 million in funding and enterprise customers including MongoDB, Redis, and Astronomer, Scalestack has built an agentic orchestration platform that transforms how large organizations manage their revenue data. In this conversation, Narciso shares how his team discovered the massive ROI hidden in back-office automation and why the future belongs to companies that can seamlessly blend human strategy with machine execution. Topics Discussed: The concept of "manual work tax" and its impact on sales productivity  Why 95% of AI investments in enterprises are failing to produce results  Scalestack's evolution from automation platform to agentic workflow orchestration  The company's enterprise-first approach and deployment strategy with large customers  How Scalestack landed MongoDB as an early customer through targeted outbound  The role of podcasting as an ABM strategy for enterprise sales  Scalestack's vision to replace traditional CRMs with intelligent systems of action GTM Lessons For B2B Founders: Target the back-office before the front-office: While many AI companies rush to automate customer-facing roles like SDRs, Narciso emphasizes that the real ROI lies in back-office automation. He cites an MIT study showing that 95% of AI investments fail when focused on last-mile customer interactions, while back-office process automation delivers measurable results. B2B founders should prioritize automating the tedious work that doesn't directly touch customers but enables better customer engagement. Enterprise customers require co-creation, not just deployment: Scalestack's success with MongoDB, Redis, and other large customers came through what Narciso calls "deployment engineers" - essentially building custom solutions collaboratively. He draws inspiration from Palantir's model of developing technology alongside customers. This approach requires significant upfront investment but creates defensible technology that can be productized for the broader market. B2B founders targeting enterprise should be prepared to invest in customer success resources that can handle complex, bespoke implementations. Use customer language to refine your messaging: Narciso completely redid Scalestack's website based on language extracted from hundreds of customer calls and podcast interviews. He emphasizes that "customers always have the best words" because they've lived the pain most deeply. Rather than relying on internal assumptions about positioning, B2B founders should systematically capture and analyze how customers describe their problems and desired outcomes. Cold email still works with enterprise buyers when done strategically: Scalestack's first major customer, MongoDB, came from a cold email to their SVP of Sales Ops. The key was targeting someone (employee #8 at MongoDB) who had an entrepreneurial mindset and curiosity about learning from vendors. Narciso's insight: enterprise operators often want to learn from startups tackling similar problems, whether to buy the solution or implement it internally. B2B founders should research target prospects' backgrounds and approach those with startup experience or operational curiosity. Podcasting as ABM for enterprise sales: Narciso uses his "Revenue Engine Masters" podcast strategically as an account-based marketing tool, targeting specific people at target companies rather than focusing on broad reach. After recording nearly 20 episodes, he's seeing inbound interest and using the content to extract messaging insights. The podcast also strengthens relationships with prospects and customers who participate. B2B founders should consider podcasting not as a mass-market strategy but as a high-touch relationship-building tool for their ideal customer profile.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Rick Lee joins Jason Cassity and The Broke Agent to discuss how “interest over social” is changing the content game, why hyper-local videos outperform market talk, and the exact strategies that turned his Instagram into a lead engine, driving closings, listings, and 75+ warm leads in just months.

On this episode of Secret Ops, we talk with Adam Honig CEO of Spiro an AI-powered “Anti-CRM” CRM for manufacturers. Now, Adam has seen the evolution of CRMs first hand over the years and he knows all the heads that come with implementing one. That's why he and his team are working on removing the manual input bottlenecks by leveraging AI to automate data entry and help overcome user adoption hurdles.In this episode, we discuss the:History of how CRMs became a universally hated tool aImpact of automated data collection on user adoptionHow manufacturers became the target customer for SpiroImportance of unbiased AI-generated data for decision-making.Leveraging dashboarding to meet user needs without overwhelming them

**Originally published on April 12, 2023**This episode features the one and only Thao Ngo - SVP of Marketing at Uptempo and a total gem of a leader. We talked about building team culture across time zones, leading through three back-to-back acquisitions, and why she ditched PR and the company podcast (and what's actually working instead).Thao's smart, hilarious, and brutally honest in the best way. One of my fave convos.- Jane-----------In this episode of Women in B2B Marketing, host Jane Serra interviews Thao Ngo, SVP of Marketing at Uptempo. Thao shares her unique journey from early-career marketing student to global marketing leader - and the lessons she's learned from decades in high tech, M&A chaos, and building high-performing, human-first teams.This episode covers:Leading through three acquisitions (and merging tools, teams, and time zones)The chaos and lessons of combining CRMs, MAPs, websites, and work culturesHow to actually build team culture on Zoom (hint: not forced virtual lunches)Why they paused their podcast, PR, and newsletter, and what's working betterThe live, no-recording MOPs huddles that build real communityHer onboarding playbook, including a slide on "how to work with the CMO"Burnout prevention tips like calendar audits, Slack boundaries, and no-meeting blocksHow Thao uses Slack photos and custom statuses to lead with personalityWhat it's like to lead as an Asian woman in tech, and how she speaks up when it countsThao also shares why building trust and being yourself is the most powerful tool a marketer can have.Key Links:Guest: Thao Ngo: https://www.linkedin.com/in/thaongo/Host: Jane Serra: https://www.linkedin.com/in/janeserra/––Like WIB2BM? Show us some love with a rating or review. It helps us reach more listeners.

If every new hire feels like it hijacks your entire month, this episode is for you. Today on Recruiting Conversations, I walk you through how to create a structured onboarding system that removes you from the center without removing your presence. Because if you're still doing 90 percent of the onboarding work yourself, you're not just overwhelmed. You're the bottleneck. But it doesn't have to stay that way. Episode Breakdown [00:00] Introduction – Why onboarding feels overwhelming and why that's actually a systems issue [01:00] The Real Problem – Leaders treating onboarding like a one-week event instead of a repeatable system [02:00] Introducing the 4P Framework – People, Process, Playbook, Personalization [03:00] P1: People Assign ownership for tech, CRM, marketing, culture, support Move from shared ownership to clear ownership Use peer mentors and onboarding coordinators [03:30] P2: Process Map out day 1 through day 90 Use tools like CRMs, Trello, shared docs to organize the flow Filter every step through these questions: Does this build clarity? Confidence? Connection? [04:30] P3: Playbook Document what you say and do so others can repeat it Include logins, workflows, rhythm calendars, and short videos When it's not written, it's not real [05:30] P4: Personalization Welcome notes, calls, gift boxes, and personal check-ins Structure creates consistency, personalization creates belief [06:30] The Pushback – You say you don't have time to build this. But you don't have time not to. [07:00] Start Small – Use your next hire to document everything you already do [08:00] Beyond Tasks – Onboarding is not just about information. It's about belief Did I make the right decision? Do I belong here? Can I trust this team? [08:30] Final Challenge – Build a 30-day onboarding play. Start with what you already do, then improve it Key Takeaways If You're Doing It All, You're the Bottleneck – Scale happens when systems replace memory Structure Doesn't Kill Culture – The right systems free you up to lead with presence Clarity Creates Confidence – Documented onboarding builds momentum faster than ad hoc training Don't Just Transfer Knowledge – Transfer belief, identity, and purpose Use Every Hire to Improve the Process – Each round gives you a better playbook for the next one The best leaders don't just recruit well. They onboard with purpose. They build systems that scale their time, protect their culture, and create confident, connected team members from day one. Need help creating an onboarding system that reflects your leadership and scales with your growth? Subscribe to my weekly email at 4crecruiting.com or book a session at bookrichardnow.com. Let's remove you as the bottleneck and build a system that lasts.

This episode of the Transform Sales Podcast, Sales Software Review Series, features Alex Nisenzon, CEO at Charm.io. Alex explains how Charm.io helps agencies, logistics providers, and sales teams discover and analyze over 4 million direct-to-consumer brands worldwide. Unlike broad sales intelligence platforms, Charm.io tracks social growth, engagement, ad activity, product assortment, and revenue signals so teams can spot high-potential brands at the right stage for outreach. Charm.io is simple to set up, integrates with CRMs, and generates dynamic lead lists that update automatically. Agencies using the platform have booked five times more discovery calls in their first month by focusing only on the brands that are growing, engaged, and ready to scale. Try Charm.io here: https://software.cloudtask.com/charm-io-1eab7c #leadmining #DTC #salesprospecting #salessoftware #ecommercegrowth #charmio

Managing both candidates and clients in one CRM can feel impossible, but it doesn't have to be. In this episode of SmartBug on Tap, host Alexandra Whitmore (VP of Sales at SmartBug) sits down with Sandy Moore (Senior Director of Account Strategy at SmartBug) to unpack why staffing firms struggle with “double funnel” operations and how HubSpot helps solve the chaos. You'll learn: ✅ What the “double funnel” is and why it causes friction ✅ Common CRM mistakes staffing firms make with candidates vs. clients ✅ How legacy CRMs fall short in supporting both sides of the staffing equation ✅ Ways to structure HubSpot pipelines, objects, and dashboards for clarity ✅ Quick wins staffing leaders can implement this week ✅ Long-term shifts to prevent double funnel burnout If your CRM feels more like a data graveyard than a growth engine, it's time for a reset. SmartBug has helped staffing firms of all sizes optimize HubSpot for recruiting and sales success—let's do the same for you. Key Highlights: [02:10] What the “double funnel” is and why it creates friction for staffing firms [03:35] Common CRM mistakes when managing candidates and clients together [05:16] Why legacy CRMs often fail to support both funnels [07:26] How to design HubSpot pipelines for client acquisition and candidate placement [08:12] Best practices for keeping both funnels clean, connected, and collaborative [10:50] How recruiters, sales, and marketers can work in the same CRM without overlap [12:43] ATS vs. HubSpot: when to integrate and when to replace [14:20] Quick win: auditing your CRM to boost adoption and performance [15:26] Long-term fix: stopping duplicated efforts across teams [16:20] How SmartBug helps staffing firms optimize HubSpot for double funnels

In this episode, I'm diving deep into one of the most powerful — and often misunderstood — tools in digital marketing: the marketing funnel. If you've ever felt like you're pouring time and money into your content, ads, or campaigns but not seeing the results you want, you're not alone. I'll walk you through the different types of marketing funnels, how to set them up for success, and, most importantly, how to turn complete strangers into loyal clients for your veterinary practice. I'll start by breaking down what a marketing funnel really is and why it matters so much for your business. We'll talk about the journey your clients take, from first discovering your practice to finally booking an appointment or purchasing a service. I'll share why it's absolutely crucial to define your goals before you create any content or launch a funnel — whether you're aiming for awareness, lead generation, or direct sales, your approach needs to match your objective. I'll also explain the three core types of funnels: transactional funnels for quick sales, lead generation funnels for building a pipeline of prospects, and relational funnels for nurturing long-term engagement. Throughout the episode, I'll give you actionable tips and real-world examples for each funnel type. You'll learn how to create specialized landing pages, craft compelling offers, and set up automated follow-up systems that keep your leads warm and engaged. I'll also cover the essential tools you need — like CRMs and email automation — and how to measure what's working (and what's not) so you can keep optimizing your results. Plus, I'll walk you through a step-by-step process to map out and launch your own funnel, troubleshoot common issues, and iterate for continuous improvement. By the end of this episode, you'll have a clear roadmap for choosing the right funnel for your business goals, setting up each step with intention, and building a marketing system that actually delivers results. Whether you're looking to drive immediate sales, build a steady stream of leads, or foster long-term relationships with your clients, mastering marketing funnels will transform your approach from guesswork to a reliable, data-driven strategy for growth. So grab a notebook, and let's get started on building your next high-converting funnel! ‍

Is your CRM helping you drive placements—or just creating more admin work? In this episode of SmartBug on Tap, host Alexandra Whitmore (VP of Sales at SmartBug Media) sits down with Casey Peddicord (Senior Director of Channel Sales at SmartBug) to uncover the biggest mistakes staffing firms make with CRM strategy—and how to fix them. From poor adoption and messy data to clunky handoffs between recruiters and sales, Casey shares why so many firms struggle to get real ROI from their systems—and what a healthy, revenue-driving CRM should actually look like. You'll learn: ✅ The top pitfalls staffing firms face with CRM adoption and usage ✅ How to spot the warning signs your CRM is costing you placements and revenue ✅ What separates “using” a CRM from optimizing one ✅ How HubSpot helps break down silos between sales, recruiters, and marketing ✅ Practical steps leaders can take today to improve CRM performance Whether you're relying on a legacy staffing CRM, piecing together spreadsheets, or trying to integrate an ATS with your tech stack, this episode will help you rethink how CRM strategy should work for your business. ⏱️ Key Highlights: [01:08] Why recruiters resist CRM adoption (and how leadership buy-in changes everything) [02:32] Data overload: when CRMs become a chore instead of a growth engine [03:55] Missed placements: spotting signs your CRM is quietly draining revenue [06:25] Using vs. optimizing a CRM — why it's the difference between record-keeping and revenue-driving [12:20] What a healthy CRM system looks like for staffing firms today [16:56] Breaking down silos: aligning sales, recruiters, and marketing inside your CRM [22:04] How HubSpot automation turns handoffs into handshakes [27:21] The role of AI in scaling recruiter productivity without losing the human touch [30:04] A quick-win staffing metric you can improve this week [32:03] The mindset shift: moving from “reporting tool” to “revenue tool” [33:52] How SmartBug helps staffing firms customize and optimize HubSpot for growth

In This Episode What separates a company that grows sustainably from one that stalls out? According to Juan DeAngulo, it's all about process. In this engaging conversation with host Adi Klevit, Juan shares how structured systems transform founder-dependent sales into scalable, repeatable growth. Juan reflects on his entrepreneurial journey, including scaling a real estate investment firm and attending Harvard Business School's OPM program, where he realized his passion for building structured organizations. He then dives into the creation of Inselligence, explaining how its proprietary algorithms plug into CRMs to deliver insights that help businesses identify bottlenecks, segment pipelines, and improve sales and marketing alignment. Throughout the interview, Juan and Adi emphasize the power of process in sales—from documenting superstar behaviors to designing workflows that managers and teams can actually follow. They highlight how data-backed systems not only increase efficiency but also empower people, making companies stronger, more predictable, and ultimately more scalable.  

You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationTired of clunky software that makes your job harder? In this episode, I share how my team moved away from an “all-in-one” CRM and paired Dubsado with Timeline Genius to streamline workflows, create professional, customizable timelines, and save hours of stress. Tune in to learn how you can ditch the overwhelm and run your business with efficiency and confidenceThe (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgDiscover Timeline Genius! https://www.timelinegenius.comA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/why-we-switched-crms-part-2/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs! PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.=========================FREE TRAINING for Wedding Business Owners Take the Wedding Pro CEO's free GAP assessmentSupport the show

In this episode, co-host James Miille speaks with the CEO behind his software secret. For years, James has used a digital tool to organize the interactions he's made in his career as an artist, helping him transform different kinds of relationships into sales. CRMs – if you're not familiar with the acronym, you will be by the end of this episode. Guest: Andy Fowler, CEO and co-founder of Nutshell For more information on applying to The Superfair as well as recordings of this and all of our past episodes, visit www.thesuperfair.com.IG: @thesuperfair, @theartistbusinessplanIG: @nutshellcrmEmail questions and comments to abp@thesuperfair.com.Hosted and Executive Produced by James Miille and Alexander MitowSenior Producer: Parth Shah

Thinking about switching CRMs, moving off spreadsheets, or just getting more from the system you already use? Kevin Wood of NPact breaks down the realities of nonprofit data management, the hidden costs of poor systems, and how to make CRM transitions smoother. A must-listen for any nonprofit leader planning for growth.

In this episode of Stronger Sales Teams, Ben Wright is joined by Carmen Williams. Drawing on her extensive expertise and industry experience, Carmen highlights the pivotal role virtual assistants play in removing administrative burdens, allowing sales professionals to focus squarely on revenue-generating activities. Together, Ben and Carmen delve into the wide-ranging benefits of integrating virtual assistants, from accelerating lead response times and managing CRMs to streamlining vital sales processes. About the Guest: Carmen Williams is the founder of Global Teams, an organisation dedicated to helping business leaders – particularly sales managers – unlock their team's full potential by reducing non-revenue generating tasks through the strategic use of virtual assistants. With years of experience across a wide range of industries, Carmen has guided businesses in streamlining processes and enabling their teams to concentrate on high-value, growth-focused activities. Her expertise is especially recognised in deploying skilled virtual resources from the Philippines and South Africa, fostering stronger productivity and efficiency within sales environments. Key Takeaways: Virtual assistants are an invaluable asset for optimising sales processes by handling admin and non-core tasks, allowing sales teams to focus more on building customer relationships and closing deals. Properly scoping the responsibilities for virtual assistants is crucial for success. Clear definition of tasks ensures that virtual assistants can meet expectations and deliver tangible value. Cultural understanding and regular communication with virtual assistants can strengthen integration and contribute to their long-term retention. The contact rate and speed in responding to leads can significantly impact sales effectiveness, with virtual assistants playing a critical role in improving these metrics. Businesses new to employing virtual assistants should start small, refine their processes, and remain open to learning from initial mistakes to realise long-term productivity gains. Time Stamps: 0:00 Intro 1:21 Guest Introduction 2:47 Carmen's Business 4:13 Virtual Assistant's Help To Focus On Customers 7:17 Touch Points To Close Deals 8:30 Common Mistakes Virtual Assistants Make 10:51 Getting the Most Out Of Virtual Assistants 12:40 Mindset Challenges Around Virtual Assistants 16:03 Hot Spots For Virtual Resources 17:17 Where To Start In Hiring Virtual Assistants 19:28 Guest's Socials 20:23 Outro Rate, Review, & Follow If you're liking what you're hearing, make sure you ‘follow' the show wherever you listen to your podcasts…so you never miss an episode! I'd also love to hear what you think, so drop us a review after you close that next deal…tell me what you're liking, and what you want more of so I can look to cover it in a future episode.

In this episode of The Market Pulse, host Aaron Fichera sits down with Robert Cowes, Founder of SmartTouch® Interactive and the key architect behind the award-winning NexGen CRM. With the recent release of the platform's new user-interface and features, Robert shares the vision behind the redesign and how it's transforming the way sales managers and agents work in today's environment. Beyond the platform, Robert dives into his expertise on why many CRMs fail, what sales leaders should focus on to drive adoption, and the daily CRM habits that separate top-performing sales executives from the rest. He also shares his perspective on the future of CRM technology—from AI-driven insights to predictive analytics—and how NexGen is positioned to keep teams ahead of the curve. Whether you're a sales manager looking to harness the power of data, or a sales professional wanting to turn more leads into closings, this episode is packed with actionable insights, takeaways and an exclusive look at the next generation of CRM technology.

Show Highlights:-The shift from static databases to intelligent, proactive CRMs.-How AI and automation streamline advisor workflows and client communications.-Real stories on personalization, from birthday emails to portfolio updates.-Why understanding acquisition costs is critical for advisors.-Best practices for securing client data and minimizing risk.-How intelligent CRMs can differentiate advisors in a competitive marketplace.Tune in as Brian and Sue provide a forward-looking perspective on the role technology will play in the advisor-client relationship and how firms can prepare for the next generation of CRM solutions.

In today's episode of the 31 Days of Value, I talk about the real challenges and responsibilities of being a business owner. I share why it's so important to build a business that can live on as a legacy instead of becoming a burden for the next generation. I walk through the steps that make this possible—like hiring the right people, creating systems to run the business without you, and leveraging tools like CRMs and marketing agencies. This episode is all about challenging yourself to reflect on how you're currently running your business and asking the bigger question: am I creating value that lasts beyond me?Spotify: https://open.spotify.com/show/2v0D0SNSBofqJJE6zApEE1DripJobs Demo: https://calendly.com/dripjobsteam/dripjobsdemoGusto: https://gusto.com/i/tanner269OpenPhone: https://openph.one/referral/8Kc17aqFacebook Group: https://www.facebook.com/groups/173750747824373/?ref=shareFollow me on Instagram: http://Instagram.com/officialtannermullen

Starting or growing your painting business? Got questions? We've got answers.In this episode of Brush Busters, Jesse and Gavin tackle real questions from painting contractors, overing everything from forming an LLC to switching CRMs to figuring out where to focus when you're just getting started.Whether you're launching your business, trying to stay organized, or just feeling overwhelmed by all the platforms and decisions in front of you, this episode brings clarity, direction, and some solid laughs along the way.

Send us a textIn this episode of Imperfect Marketing, host Kendra Corman welcomes Paul Schmidt, a digital marketing strategist and CRM optimization expert from SmartBug Media. Paul brings a unique perspective to the conversation, having transitioned from a career in music to becoming a full-funnel marketer focused on solving complex customer challenges.Together, they dive into how businesses—especially small to mid-sized ones—can better leverage CRMs and customer marketing to drive real business growth.Common Pitfalls in CRM ImplementationWhy choosing a CRM based on competitors' choices can backfireThe importance of mapping out goals and processes before selecting a toolHow poor data hygiene sabotages CRM successWhy your CRM must reflect where your business is today, not 10 years agoRethinking the Role of CRMThe value of a “single source of truth” for customer dataHow a CRM bridges marketing, sales, and customer successThe cost of fragmented data: lost productivity and missed opportunitiesWhy understanding the customer journey post-sale is just as importantBuilding a Culture Around Customer MarketingWhy most companies underinvest in current customers and social proofHow to shift from new-logo obsession to full-lifecycle marketingThe challenges of measuring customer marketing—and why it's still worth itReal-world strategies to surface and capture meaningful client storiesCreating a Case Study PipelineTreating case studies like a sales process: stages, approvals, publishingHow five-star reviews can feed your customer story engineManaging internal alignment with CSMs and account managers to gather testimonialsWhat to do when clients say “no” to using their logo (hint: anonymize it!)Key Takeaways for Marketers and Business OwnersAlways start with your goals, not the techUse CRM to unify and elevate—not just automateCustomer success stories are marketing gold, but require intention and processEveryone on your team—from sales to support—can contribute to your social proof engineBonus Wisdom: Discovering Your Marketing SuperpowerPaul shares his biggest lesson learned in marketing: the importance of discovering and developing your "superpower"—whether that's SEO, CRM implementation, or AI. He encourages professionals at every stage of their career to become known for something specific, then evolve it over time to stay relevant and valuable.Whether you're just starting with a CRM or ready to scale your customer marketing efforts, this episode is packed with actionable advice to help you make smarter, more strategic decisions.Are you ready to stop phoning in your CRM and start building a foundation for future growth? Tune in now and learn how!Connect with Paul Schmidt:Website: https://www.smartbugmedia.com/LinkedIn: https://www.linkedin.com/in/drumming/Youtube: Looking to leverage AI? Want better results? Want to think about what you want to leverage?Check and see how I am using it for FREE on YouTube. From "Holy cow, it can do that?" to "Wait, how does this work again?" – I've got all your AI curiosities covered. It's the perfect after-podcast snack for your tech-hungry brain. Watch here

Episode 165 In this powerful episode, Steve Kyles and I unpack how the Loan Officer AI CRM is transforming the mortgage industry. We dive deep into the impact it's made on our businesses—specifically how it's replaced three to four other services most loan officers rely on, all in one platform. But the real game changer? Live Zoom Support. Unlike other CRMs that leave you to figure it all out, Loan Officer AI CRM provides real-time help to ensure loan officers actually deploy their marketing efforts and maximize every feature built into the system. Whether you're managing leads, running automations, or executing smart follow-up campaigns, this CRM makes it simpler, faster, and more effective—saving you money and growing your business  Learn more and see it in action at http://loanofficercrm.ai Schedule a one-on-one free coaching call, click here or visit DailySuccessPlan.com.

Today's show features: Ryan Rohrman, CEO of Rohrman Auto Group Michael McDonald, Assistant Head Coach of Marketing, Jeff Wyler Automotive Family Carolina Pereira, Marketing & Technology Director at Weston Nissan Volvo` This episode is brought to you by: Prime Dealer Equity Fund - Prime Dealer Equity Fund is providing a limited number of accredited investors with $100,000 or more the rare opportunity to invest directly into franchised auto dealerships; the offering can only be made via the Private Placement Memorandum under Regulation 506(c). Led by seasoned operators with deep experience in both dealership operations and fund management, the fund is designed to deliver consistent cash flow and long-term capital appreciation. f you're looking to diversify into this asset class—this is your chance. Check out ⁠https://primedealerfund.com/CDG/⁠ to learn more. Disclaimer: This is not an offer to sell or a solicitation of an offer to buy securities. Any investment can only be made through the official Private Placement Memorandum and only by verified accredited investors. Nothing stated here should be considered investment advice. — Check out Car Dealership Guy's stuff: CDG News ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://news.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Jobs ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://jobs.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.cdgrecruiting.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ My Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ dealershipguy.com

You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationAfter years of sticking with an "all-in-one" platform, I finally faced the hard truth—it wasn't doing everything well, and it was costing my team time, efficiency, and client experience. In this first part of our CRM switch series, you'll hear exactly how we decided to break up with our old system, why we chose Dubsado, and how pairing it with specialist tools is making our business run smoother than ever.  The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorg=========================  EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/why-we-switched-crms-part-1/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swd Have a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmz=========================FREE TRAINING for Wedding Business Owners Take the Wedding Pro CEO's free GAP assessmentSupport the show

Scott and Wes tackle listener questions on everything from local-first databases and AI-built CRMs to protecting APIs and raising kids with healthy digital habits. They also weigh in on Cloudflare's AI crawler ban, portfolio critiques, and more hot takes from the dev world. Show Notes 00:00 Welcome to Syntax! 00:49 Dreaming about web components. 02:55 Local-First Apps for Customer Support. Brought to you by Sentry.io 08:17 AI-Built CRM: Portfolio or Problem? Ben Vinegar's Engineering Interview Strategy. 18:55 InstantDB vs. Other Local-First Databases. 21:46 Raising Kids with Healthy Digital Habits. Porta Potty Prince on TikTok. 32:55 Cloudflare Blocks AI Crawlers. Good for Creators? Cloudflare Pay Per Crawl. Cloudflare No AI Crawl Without Compensation. Chris Coyier's Blog Response. 41:46 Protecting APIs and Obfuscating Source Code. 44:49 Will Portfolio Critiques Return? 46:45 Sick Picks + Shameless Plugs. Sick Picks Scott: Wifi 7 Eero. Wes: Plastic Welder Shameless Plugs Scott: Syntax on YouTube Hit us up on Socials! Syntax: X Instagram Tiktok LinkedIn Threads Wes: X Instagram Tiktok LinkedIn Threads Scott: X Instagram Tiktok LinkedIn Threads Randy: X Instagram YouTube Threads

Data-Driven B2B Growth in 2025: Insights from Hamlet Azarian of Azarian Growth AgencyIn this episode of The Thoughtful Entrepreneur, Josh Elledge talks with Hamlet Azarian, CEO of Azarian Growth Agency, about how B2B companies can accelerate growth in 2025 using real-time data, AI integration, and signal-based marketing strategies. Hamlet explains how his team helps founder-led startups and mid-market companies break through revenue plateaus by aligning marketing and sales processes with timely, personalized outreach. This conversation reveals the specific tactics, tools, and mindset shifts businesses need to stay competitive in today's fast-changing landscape.Leveraging Signals, AI, and Authenticity for Sustainable GrowthHamlet emphasizes that the traditional, linear sales funnel is being replaced by signal-based marketing, where businesses act on real-time indicators like industry news, contract awards, or leadership changes within target accounts. This approach enables highly relevant outreach that improves conversion rates and strengthens relationships. Azarian Growth Agency uses platforms like Clay, combined with CRMs such as HubSpot or Salesforce, to capture and act on these signals efficiently.Beyond signals, Hamlet shares how his agency has been “AI-first” since 2020, embedding artificial intelligence into marketing and sales workflows for everything from prospect research to content creation. By building “core files” containing brand guidelines, customer personas, and case studies, AI outputs remain accurate, on-brand, and strategically aligned. Human oversight ensures AI acts as a co-pilot, not a replacement, preserving quality and authenticity.For SaaS founders, Hamlet recommends a founder-led social media strategy to generate excitement and credibility before launch. By openly sharing the product journey—including both wins and challenges—leaders can build trust, encourage audience engagement, and create anticipation. Combined with Azarian Growth Agency's selective onboarding process and complimentary exploratory audits, this authenticity-driven approach sets the foundation for long-term, sustainable growth.About Hamlet AzarianHamlet Azarian is the CEO of Azarian Growth Agency, a B2B marketing consultancy specializing in data-driven growth strategies. With a focus on real-time engagement, AI integration, and scalable processes, Hamlet has helped startups and mid-market companies across industries accelerate revenue growth and optimize marketing performance.About Azarian Growth AgencyAzarian Growth Agency partners with B2B companies to deliver predictable, scalable growth through data enrichment, automation, and signal-based marketing. Their services include marketing strategy, AI integration, sales enablement, and founder-led brand building. The agency works selectively with clients to ensure strong alignment and measurable impact, offering free exploratory audits to identify high-value growth opportunities.Links Mentioned in this EpisodeAzarian Growth Agency WebsiteHamlet Azarian on LinkedInEpisode HighlightsWhy traditional funnels are being replaced by signal-based marketing.How AI can accelerate marketing and sales without replacing human judgment.The importance of core files to

How small business owners can overcome fear, embrace Artificial Intelligence literacy, and start using generative AI tools to improve efficiency and competitiveness. Show Notes Page: https://www.thehowofbusiness.com/577-susan-gonzales-ai-literacy/ Artificial intelligence isn't coming - it's already here, and small business owners can't afford to be left behind. In this episode of The How of Business, Henry Lopez speaks with Susan Gonzales, founder and CEO of AI and You, a nonprofit dedicated to making AI literacy accessible for everyday people. Susan explains why fear, skepticism, and lack of awareness are slowing AI adoption (especially among women and minority business owners) and how these barriers can be overcome. She breaks down the difference between predictive and generative AI, offers practical advice on where to start. Susan's five-step framework for crafting effective AI prompts: 1) Help me with… (Be specific) 2) You are a… (Define the role) 3) The output should be… (State the desired format) 4) You should know… (Provide context) 5) Here are some… (Include references or examples) From creating business plans and marketing strategies to streamlining repetitive tasks, Susan shares real-world examples of how AI can save time, reduce costs, and open new opportunities. She also warns about “hallucinations” in AI-generated output and emphasizes the importance of verifying results before relying on them. The conversation covers emerging trends like AI agents (the next generation of chatbots with reasoning capabilities) and how existing business tools, like CRMs, accounting platforms, and Microsoft Copilot, are embedding AI features business owners should explore. Susan's core message is clear: AI literacy is now an essential basic business skill. Owners who start learning and experimenting today will have a significant advantage over those who wait. “The more specific the prompt, the more specific the answer,” Susan advises, encouraging listeners to explore AI tools with curiosity rather than fear. Listen to gain the confidence, knowledge, and practical steps you need to start leveraging AI in your small business today. Susan Gonzales is the founder and CEO of AI and You, a nonprofit dedicated to making artificial intelligence literacy accessible to everyday people and small business owners. A former policy executive at Facebook, Susan has worked at the intersection of technology, policy, and community engagement, and now focuses on educating diverse communities about AI opportunities and challenges. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

In this episode, Matty A. pulls back the curtain on one of the most cutting-edge developments in commercial real estate: AI agents. Discover how he built a custom AI underwriter—nicknamed IRR Hunter—that analyzes deals 24/7, never asks for equity or a raise, and may forever change how investors scale their operations.If you've ever wondered how to integrate AI into your real estate business, this episode delivers the blueprint.Key Topics Covered:What is an AI Agent? How AI agents differ from traditional prompts and why they act like full-time digital employees in your real estate org chart.Real Estate Applications: AI agents can underwrite deals, analyze rent rolls, build financial models, manage investors, automate CRM tasks, and much more.Building Your First Agent: A four-step beginner framework:Choose the roleTrain it with your real estate logicEquip it with the right tools (like CRMs, spreadsheets)Set up feedback loops for growth and optimizationMatty's IRR Hunter AI:A deal-hunting machine that identifies arbitrage opportunitiesPerforms underwriting and provides actionable insightsWorks faster, cheaper, and smarter than a traditional analystThe Future of Real Estate Investing: Why AI isn't a luxury—it's the new leverage. Matty explains how AI will separate tomorrow's winners from those who get left behind.Episode Takeaways:AI agents can replace high-cost roles with minimal upfront time investment.Real estate businesses of the future will thrive on speed, automation, and smart decision-making.You don't need to be a coder to start using AI—just be clear on outcomes and processes.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text  "XRAY" to 844-447-1555