Podcasts about CRMS

In this episode of the Power Producers Podcast, David Carothers is joined by Ashley Napier of Solomon for a conversation about recruiting, developing, and retaining talent in an insurance industry increasingly obsessed with artificial intelligence. Ashley explains that development cannot stop after hiring. Agencies need intentional onboarding, clearly defined expectations, and a progression where leaders demonstrate the work, perform it alongside the employee, allow the employee to take the lead with assistance, and eventually step back and observe. David and Ashley challenge the idea that AI should automatically replace employees who struggle in certain areas. Instead, leaders should identify what people do exceptionally well and use technology to strengthen their weaknesses. AI should assist people rather than become the entire agency strategy. David also warns that agencies can become so consumed with the latest AI tools that they overlook foundational technology such as CRMs, processes, data collection, and training. The conversation then moves directly into producer development. David shares his own experience of having to reset the training process with a producer after realizing that both of them had drifted away from the established framework. The lesson: having a process isn't enough—you have to execute it and hold people accountable to it. They also discuss the value of immediate post-appointment coaching. David credits the "curbside chats" he received early in his insurance career—immediate conversations about what worked, what didn't, and what needed to change—with accelerating his development as a producer. Finally, David translates leadership development into a middle-market sales strategy by explaining the Stop, Start, Continue exercise. Producers can anonymously gather feedback from a client's employees to uncover operational problems contributing to workers' compensation, commercial auto, and general liability losses. Connect with:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠David Carothers LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ashley Napier Linkedin ⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit Websites:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Killing Commercial⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crushing Content⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Power Producers Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Policytee⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Dirty 130⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Extra 2 Minute⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   

Your brand exists whether you intentionally build it or not.The question is: Are you controlling the narrative?In this episode of the Culture Matters Podcast, Jay Doran sits down with Rey Perez, CEO of AMPERE Brand, global branding expert, business growth strategist, and entrepreneur, for a conversation about personal branding, perception, entrepreneurship, integrity, impact, and what it takes to intentionally position yourself in the marketplace.Rey's entrepreneurial story began long before branding. At 14 years old, he started a lawn service. By college, he had entered Miami's nightlife industry, eventually discovering that many of the skills he was developing through promoting parties would become the foundation of his career decades later.Before modern CRMs, landing pages, social media marketing, and today's content ecosystem, Rey was collecting customer information, capturing photos and videos, building email lists, creating promotional content, and figuring out how to bring people back to the next event.The venue eventually changed. The principles did not.Today, instead of bringing people into nightclubs, Rey brings entrepreneurs into rooms designed to help them understand, build, and elevate their brands.At the center of Rey's philosophy is the belief that everything has a brand. Companies have brands. Products have brands. Events have brands. And whether they recognize it or not, entrepreneurs have personal brands.Branding, however, is about far more than a logo, website, photo shoot, or social media presence. It is the perception of value that exists in another person's mind. The more intentional you become about positioning, messaging, consistency, and the experiences you create, the greater your ability to influence that perception.Rey also warns entrepreneurs about what he calls the "Blockbuster effect." Success today does not guarantee relevance tomorrow. Organizations and individuals that refuse to evolve, question old processes, adopt new technology, and invest in their positioning risk eventually being overtaken by those who do.That urgency is part of what led Rey to create Brand in 2 Days, an immersive experience designed to compress what once took weeks into an intensive branding process. But the transformation is not simply visual. Rey has watched entrepreneurs become emotional when they finally see their experience, expertise, value, and identity articulated in a way they had never been able to express themselves.For some, building the brand becomes an exercise in recognizing their own worth.In this episode, Jay and Rey discuss:Rey's entrepreneurial beginnings at 14 years oldThe lessons he carried from Miami nightlife into business and brandingWhy human behavior remains at the center of great marketingWhat a brand actually isThe difference between a company brand and a personal brandWhy entrepreneurs need to control the narrative surrounding their reputationHow perception creates value in the marketplaceWhy products, services, events, and people can each become distinct brandsThe danger of the "Blockbuster effect"Why businesses must continuously question the way things have always been doneHow Rey developed the Brand in 2 Days experienceWhy building things in the correct order mattersThe fear entrepreneurs experience when stepping into greater visibilityHow personal branding can change someone's perception of themselvesWhy community and collaboration accelerate transformationRey's transition from pursuing money to pursuing impactWhy he believes influence should be used with loveLeading with contribution before asking for anything in returnWhy integrity is the foundation beneath every sustainable brandUltimately, the conversation moves beyond branding entirely.After decades of entrepreneurship, working with business owners, traveling the world, building companies, and helping people position themselves, Rey identifies integrity as one of the most important principles he has learned.Honor your word. And when you fall out of integrity, acknowledge it, recommit, and get back into integrity.Because visibility may amplify your brand, but it also amplifies who you are.A powerful brand can create attention. A great brand can create opportunity. But without integrity underneath it, neither can last.

How to start and grow a small business without investors. Show Notes Page: https://www.thehowofbusiness.com/r361-tyler-king-without-investors/ Bootstrapping a software business without venture capital or angel investors lets you grow on your own terms, and Tyler King, co-founder of Less Annoying CRM, shares how he built a profitable, sustainable SaaS company by staying disciplined, customer-focused, and true to what he actually wanted from the business. Tyler King, co-founder and CEO of Less Annoying CRM, joins the show to share how he bootstrapped a profitable software company. No venture capital, no angel investors, no exit plan, and no rush. He shares what small business owners can learn from building a company on their own terms. For anyone who assumes a software startup requires millions in funding and a race toward an IPO, Tyler's story is a useful counterpoint. He grew a sustainable, profitable SaaS (Software as a Service) business slowly and deliberately, proving that discipline and patience can be advantages rather than limitations. Tyler didn't grow up dreaming of running a business. He was a programmer at a venture-backed startup when the 2008 downturn hit and nearly everyone was laid off. Everyone except the five cheapest employees, which happened to include him. With the bosses gone, he spent a year unofficially playing co-founder, and discovered he loved entrepreneurship. In 2009 he and his brother Bracken started what became Less Annoying CRM. The idea came from real frustration. Tasked with setting up Salesforce at that old job, Tyler (a computer science graduate) spent a month and couldn't make it work. At the time, roughly half of the CRMs companies paid for went unused. So rather than build something with more features, he set out to build something people could actually use. From there, Henry and Tyler dig into the practical realities of bootstrapping: funding the business from savings and side-job cash flow, why banks won't lend to software companies, and how limited money forces healthy discipline. "How much money did we make this month? That's how much money we can spend," Tyler explains. He shares hard-won lessons on shipping a minimum viable product (MVP) fast (his first version was "minimum, debatable whether it was viable"), using intuition over thin data, and building a company that can survive any one person (what he and his team call the "hit by a bus" test) which is the same discipline as building to sell. They also cover his unusual culture choices: separating raises from performance, giving everyone "20% time," and recruiting almost entirely from a pool of interns. Perhaps most striking is how Less Annoying CRM's biggest differentiator - customer service - happened by accident. Tyler put his own phone number on the contact page, and when it rang, the caller was stunned anyone picked up at all. 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

If you're already booking the number of clients you want to work with, but it feels like you're spending so much unnecessary time behind the scenes, your systems and automations might need an update. In this episode, I sit down with Holly Birch to talk about what happened after she completely overhauled her HoneyBook workflows using automated systems.What's especially interesting about this conversation is that Holly wasn't starting from scratch. She already had templates, proposals, email sequences, and workflows in place. But she knew her systems could be more efficient, more professional, and more scalable. A year after implementing new automations, we're looking back at what's actually changed in her business, from booking studio headshots automatically to creating a completely hands-off client experience for brand photography sessions.We also talk about why switching CRMs isn't a decision to make lightly, how automation creates consistency, and why the ultimate goal isn't simply saving time—it's deciding what you want to do with the time you get back.Find It Quickly00:23 - Meet Holly01:42 - Choosing a CRM02:56 - Why Switching CRMs Is Hard03:58 - Holly Before the Toolkit06:24 - Commercial Workflow Gaps08:25 - Brand Shoot Automation Flow10:18 - HoneyBook Smart File Workaround11:30 - Headshots Offer and Lead Forms13:54 - Schedulers and Calendar Control17:08 - Discovery Calls and Contact Paths20:19 - Headshot Clients and Repeat Companies22:39 - Prep Guides and Automation Savings23:58 - Time Saved Per Client24:27 - Updating Your Prep Guide25:27 - Automation Timing Fixes26:19 - Next Systems To Build27:31 - HoneyBook Galleries Debate30:23 - Pic-Time Integration Tips32:32 - Reducing Digital Clutter34:27 - Why Templates Help36:01 - Systems Create Consistency38:17 - Annual Systems Audit41:56 - Biggest Process Logjam43:00 - What To Do With TimeMentioned in this EpisodeThe Systems Behind the Scenes: How Automation Buys Me Back Time for MarketingHoneyBookFlodeskDubsadoPic-TimeRebrand by Maddie PeschongConnect with the GuestWebsite: hollybirchphotography.comInstagram: @hollybirchphoto

Are you struggling to build a resilient book of business in a fiercely competitive market, or thinking how the latest logistics technology is going to disrupt your daily freight sales process? What does it take to stand out and win customers when shippers are sick of the same old transactional pitches?  Dan Annunziata from The Sales DREAM gets straight to the facts on modern B2B sales in the freight brokerage business! We deep into his journey from cutting his teeth at the largest broker in North America to building custom supply chain tech, unpacking exactly what it takes to pivot from a sheer volume-based dialing strategy to a value-driven, multi-modal sales approach.  Dan lays out the reality of how AI and automated freight solutions are replacing average reps, and why leveraging a targeted tech stack while delivering a hyper-personalized customer experience is your only path forward to win deals.  If you want to stop losing market share, upgrade your freight sales strategy, and start executing at an elite level, you cannot afford to miss this conversation!   About Dan Annunziata Dan Annunziata is endeavoring to disrupt all things B2B sales and go-to-market, initially focused in logistics. Currently Chief Customer Officer at The Sales DREAM, the company behind Revogent, an AI-powered sales operating system built to give logistics and B2B organizations real command & control across their revenue teams. He has only ever known freight, as a third-generation logistics professional. His grandfather started in the industry after World War II, his dad put in 45 years, and Dan is 19 years in, a century of one family in logistics. Dan spent those 19 years at C.H. Robinson and Uber Freight, almost entirely on the customer and growth side of the business, and went on to lead two of the largest commercial organizations with the most complex go-to-markets in the industry. That seat came with a particular education: he bought most of the CRMs and sales technology on the market, nearly all of it promising to make sellers better and revenue higher. He also trained more than 5,000 sales reps and account managers across the industry, enough reps, in enough rooms, to know exactly where the promise and the reality separate. That's the perspective behind Revogent, where the target is big: disrupting how B2B sales organizations grow. The premise is that sales like all functions will be disrupted and his experience and background will lead the charge not Silicon Valley.  Dan also holds a commercial advisory role with Argus Logistics and is opening a few Scooter's Coffee shops. He lives in the Minneapolis area with his family.   Connect with Dan Website: https://thesalesdream.com  LinkedIn: https://www.linkedin.com/in/dan-annunziata-03524610/  

Waffling between a couple of lead management tools? Think you should just make your own? Let's see what the pros (aka, Guy and Conrad Sam) think. Oh, and you bet we're gonna make fun of Avvo.  ----- First, if you haven't thought through your firm's need for lead management software, you might be behind in the grand scheme of things. But, never fear—Gyi and Conrad are here to talk you through how to suss out your CRM essentials and make a smart, business-building software choice. And, let's take a particular moment to examine whether you can vibe code your way to a high quality solution.  Later, y'all know we love poking holes in survey data reports, so let's do it again! Today's victim is the 2026 Law Firm Growth Report from Avvo. The guys pick apart the bad and even graciously give a little credit where credit is due. The bottom line: don't assume these surveys are the end all be all of, well, anything.    The News: Do you think the googly Googs solved all the problems with this one? – Google releases August 2026 spam update. Gyi ran across a weird ChatGPT ads transparency issue. What's the deal here, anyway? Maybe spamming the crap out of Reddit is taking its toll – Reddit's ChatGPT Search citations fell 86% in four days: Report. We'll be joining our good friends at Case Status CX Summit for a live episode! CX Summit 2026 | The Legal Client Experience Conference Hey, you! Send us a question and we might just feature it on the show.  Ask us a question!  Listen Next: Live! From the 2026 Lunch Hour Legal Marketing Summit Connect: Leave Us an Apple Review  Lunch Hour Legal Marketing on YouTube  Lunch Hour Legal Marketing on TikTok r/LHLM   

Michael Mellor is the President and Founder of 742 Advisors, a boutique consultancy focused on law firm revenue generation, pitch operations, and go-to-market strategy. He designs revenue operating models that help firms win more work with less friction, covering pitch infrastructure, business development operations, experience management systems, and governance frameworks. Before founding 742 Advisors, Mike served as Chief Marketing and Business Development Officer at Pryor Cashman, where he rebuilt the firm's marketing department and transformed the function from a cost center into a revenue-generating operation. He previously held senior roles at Paul Weiss and Katten and served on KPMG's "Big Deal" team, leading pursuit strategy for some of the firm's largest opportunities. Mike has been recognized by Lawdragon as a Top 100 Global Leader in Legal Strategy & Consulting and received the Legal Marketing Association New York Chapter's Member of the Year Award. WHAT'S COVERED IN THIS EPISODE ABOUT USING BETTER DATA FOR LAW FIRM BUSINESS DEVELOPMENT Law firms can have exactly the sort of experience a prospective client is looking for and still have trouble finding it or remembering it when they need it. The information may be sitting in an old pitch, missing from an attorney bio, coded incorrectly in a firm system, or known only to the lawyer who handled the work. That creates a very practical business development problem when it is time to show a prospect what the firm has actually done. Michael Mellor has spent his career inside law firms looking at why those gaps exist and how firms can close them. His approach starts with getting a clearer picture of the work lawyers have already done, then organizing that information in a way people can actually use. That can make business development easier without requiring another major technology investment and give firm leaders a more accurate view of where the firm has depth and where there may be room to grow. In this episode of The Lawyer's Edge Podcast, Elise Holtzman talks with Michael Mellor of 742 Advisors about the information gaps that make business development harder, how law firm culture and incentives affect whether systems actually get used, why better data matters beyond individual pitches, and practical ways firms can start organizing what they already know without making another major technology investment. 3:27 - What the scramble for law firm experience looks like during a pitch 5:28 - Why centralized information matters beyond individual pitches 6:44 - How poor data hygiene affects law firm strategy 8:44 - Auditing lawyers' work to uncover business development opportunities 12:09 - Why business development plans often become a box-checking exercise 14:46 - Why law firm CRMs fail to solve the information problem 18:51 - How origination credit and compensation affect information sharing 22:39 - Starting small with attorney bios and existing matter information 24:27 - Building a useful database before investing in more technology 26:46 - Why lawyers need to document the work they have already done MENTIONED IN HOW BETTER DATA CAN HELP LAW FIRMS WIN MORE WORK 742 Advisors | LinkedIn Michael Mellor on LinkedIn Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE This episode is brought to you by the coaching team at The Lawyer's Edge, a training and coaching firm that has been focused exclusively on lawyers and law firms since 2008. Each member of the team is a trained, certified, and experienced professional coach—and either a former practicing attorney or a former law firm marketing and business development professional. Whatever your professional objectives, our coaches can help you achieve your goals more quickly, more easily, and with significantly less stress. To get connected with your coach, fill out our contact form.

Live from ASAE Indianapolis 2026, The Association Podcast sits down with Ginger Ausloos, PMP®, AAiP, Vice President of Information Technology, at AACSB. Ginger shares a leadership approach centered on empowerment, open dialogue, mutual respect, and aligning team ideas to mission, vision, and values through strategic planning with a “member first” lens. She discusses the evolution of viewing members as both family and customers, why associations need a sales mindset and stronger cross-sell across departments, and how CRMs and processes are often underused without proper training. Ginger recaps her “AMS Exodus” session on shrinking all-in-one AMS reliance over a 10-year journey, emphasizing data portability, a central data warehouse, and modern integrations. She also highlights building a high-trust culture focused on continuous professional development, communication, business analysis, and project management practices like lessons learned and standups. 00:00 Live at ASAE 202600:46 Meet Ginger Osloos01:12 Leadership Through Trust02:26 Aligning Ideas to Strategy03:58 Members Versus Customers05:52 Everyone Is in Sales08:22 Cross-Sell for Value10:55 CRM Training Gap12:16 AMS Exodus Debate14:08 Warehouse First Architecture16:15 The Warehouse Battle16:50 Affordable Data Integrations17:26 Growth Mindset Culture19:24 Hiring for Hunger21:15 Celebrating Team Wins23:11 Training People Up25:17 Skills for Modern IT26:49 Project Management Habits28:59 Documentation and Change29:53 Process Improvement Mindset30:56 Conference Wrap Up

I gave three talks in three groups on three consecutive days this week, and in the last one I made an announcement I need to make here too: Systems in Session is no longer Dubsado-or-HoneyBook-pick-your-poison.I'll now build your client experience inside any of the five CRMs I actually recommend — Dubsado, HoneyBook, 17hats, Sprout Studio, or VSCO Workspace (formerly Táve). Because you were never paying me to teach you how to push buttons in a tool. You're paying me for reviews, referrals, and repeat clients.Also in this one: what's changed at all five CRMs recently, why I'll look at an all-in-one built on a real CRM but not at gallery software cosplaying as one, three weeks into my Systems Professor app build, and Knock Knock — the personal video tool I built this week because I got tired of the workarounds.Want to see Knock Knock in action? Go to https://coliejames.com/systems and click the bubble in the bottom right. Send me one while you're there — I have 10 seats left in Systems in Session for the rest of 2026.Best CRMs for PhotographersLatest episode with Kara

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What would happen to your business tomorrow if you suddenly could not personally handle every task you handle today?? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with Angela Stancil. Angela Stancil is a Northeast Florida REALTOR whose career began in education, first in the classroom and later in school administration, before an unexpected relocation to Florida opened the door to real estate. Working behind the scenes with Team Davidow gave Angela an unusual introduction to the industry. Instead of beginning by chasing transactions, she first learned operations, client communication, negotiation, marketing, organization, and the systems that make a productive real estate business work. Angela shares how relationships became the foundation of her business and why listening carefully to buyers and sellers creates better outcomes than simply trying to make a sale. She explains the importance of consultations, transaction support, assistants, CRMs, customer appreciation events, vendor relationships, and delegation. Her experience also demonstrates why a business needs systems strong enough to continue when life becomes unpredictable. Angela's story ultimately shows that sustainable success comes from relationships, preparation, communication, and building a business that does not depend on one person doing everything. If you are building a real estate career, take Angela's advice seriously. Strengthen your systems, stay connected with your clients, delegate the work that keeps you away from relationships, and build a business capable of serving people consistently through every season.   HighlightsTop of FormBottom of Form 00:00-24:46 From Education to Real Estate Angela's career in teaching and school administration Relocating from North Carolina to Florida Meeting Amy Davidow through relocation Learning real estate from the back end Growing from open houses into millions in production 24:46-42:34 Systems Delegation and Client Service Building systems that allow agents to grow Hiring an assistant and delegating repeatable tasks Using client events and local businesses to stay connected Hiring transaction support before marketing support Using AI to simplify client communication 42:34-56:16 Relationships Team Culture and Cancer How Angela's own relocation shaped her client experience Applying lessons from education to real estate Building an all for one team culture Keeping the business running through cancer treatment Using the CRM team and systems when she could not work fully 56:16-01:05:06 Relocation and Northeast Florida Expertise Helping military families with PCS relocations Balancing commute schools work and lifestyle Comparing Shearwater Silverleaf Rivertown and other communities Using area tours to help families make decisions Educating buyers about future roads schools and community changes 01:05:06-01:19:09 New Construction and Lifelong Clients Evaluating how long buyers plan to stay Understanding builders products and future phases Using multiple inspections in new construction Matching communities to family activities and lifestyle Maintaining vendor connections long after closing 01:19:09-01:24:45 Current Market Challenges and Choosing the Right Agent Setting realistic seller pricing and timing expectations Helping buyers understand available negotiation options Choosing an experienced new construction agent Asking builders lenders and insurance questions Using better questions to make more informed real estate decisions   Quotes: "Tell me more. What's your end goal? How can I get you there?" – Angela Stancil "Our goal is not to make decisions. The buyer or the seller is the one making the decisions, but we are to lay out pathways." – Angela Stancil "The lender on the buy side and the title company on the sell side literally can make or break a deal." – Angela Stancil "The building blocks and the foundation of your business are so much more important than your business card." – Angela Stancil   To contact Angela Stancil, learn more about her business, and make her a part of your network, make sure to follow her Website, Instagram, and Facebook.   Connect with Angela Stancil! Website: https://www.teamdavidow.com Instagram: https://instagram.com/angelastancilrealtor Facebook: https://facebook.com/teamdavidow   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 #AngelaStancil #RealEstatePodcast #TeamDavidow #ColdwellBankerVanguard #NortheastFloridaRealEstate #JacksonvilleRealEstate #FlemingIslandRealEstate #ClayCountyRealEstate #StJohnsCountyRealEstate #FloridaRealEstate #RealEstateAgent #RealEstateSystems #ReferralBusiness #RealEstateMarketing #ClientRelationships #RealEstateCareer #RealEstateSuccess #RealEstateTips #RealEstateLeadership

Most retail AI pilots stall waiting on a years-long project to centralize and clean data before any agent can go live.   In this episode, Chris Slovak, Global Field CTO at Unframe, makes the case for a different path: letting agents pull context directly from ERPs, CRMs, and point-of-sale systems as needed, in conversation with host Marilie Fouché. He walks through concrete results from that approach, including an inventory intelligence deployment that saved tens of thousands of dollars in time and data costs, and a deployment cycle that shrank from nine months to two weeks.   This episode is sponsored by Unframe.   Emerj works with a select group of AI vendors to reach Fortune 500 decision makers through research, media, and direct access. If you want to be considered, download our media kit at emerj.com/AD1

In this episode, Tyler Morton, broker-owner of RE/MAX Victory and Affiliates joins the show to discuss how AI is transforming both the agent experience and the brokerage business. Tyler shares his journey from early AI experimentation to building Tory OS, an AI-powered operating system designed to simplify brokerage technology, reduce friction, and give agents a single place to access the tools and information they need. We explore how his agents are using AI beyond listing descriptions and social media, including analyzing MLS data, identifying high-opportunity farming areas, automating marketing workflows, and conducting deeper market research. Tyler also explains why he believes the future of AI isn't about replacing agents, but proactively helping them make better decisions, eliminate repetitive tasks, and spend more time serving clients. We also discuss the rapid evolution of AI assistants, the future of CRMs, browser-based AI automation, and why every brokerage should rethink its technology stack instead of simply adding more software. Tyler offers a behind-the-scenes look at how Tory OS evolved from a simple AI knowledge base into a central operating system that improves communication, training, recruiting, and agent support. Whether you're an agent looking to move beyond basic AI prompts or a brokerage leader thinking about the next generation of technology, this conversation provides practical ideas and a forward-looking vision for building an AI-powered real estate business. Resources Mentioned:  AI with Nate - https://www.youtube.com/@NateBJones  Matt Wolfe - https://www.youtube.com/@mreflow  Guest: Tyler Morton Facebook: https://www.facebook.com/thetylermorton X: https://twitter.com/thetylermorton LinkedIn: https://www.linkedin.com/in/techwithty/ IG: https://www.instagram.com/tymorton/ https://TechWithTy.com https://toryos.com/   Host: Rajeev Sajja Website: http://www.realestateaiflash.com Facebook: https://www.facebook.com/rsajja Instagram: http://www.instagram.com/rajeev_sajja LinkedIn: http://www.linkedIn.com/in/rsajja   Rajeev's Resources:  Join our Instagram Real Estate AI Insiders Channel - https://ig.me/j/AbZCJG37DqBPPtxi/ Get 14 days Wispro Flow Pro Free Trial - https://ref.wisprflow.ai/rajeev-sajja  Subscribe to our weekly AI Newsletter: https://realestateai-flash.beehiiv.com/subscribe  

“The institutions we will see win with AI will be the ones that use it to become more human.” - Laurie FlandersThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Laurie Flanders, SVP of Client Experience & Growth at Strum Platform. She joins me for this episode to shed light on a common misconception about data: that collecting more of it automatically leads to better member experiences. Laurie challenges that assumption, exploring why data alone isn't enough. Instead, she explains what it takes for credit unions to transform information into meaningful action that delivers real value for members. She reflects on her unconventional career path from studying English to working in banking, risk management, branch operations, and ultimately helping credit unions strengthen relationships with members via technology.Throughout our conversation, Laurie explains why understanding data matters far more than simply having it and how disconnected systems often prevent institutions from delivering the experiences that members expect. We also discuss Strum Platform's new CRM built specifically for credit unions and why an approach focused on relationships looks very different from the sales-first CRMs that dominate the market. Laurie explains how bringing member information together in one place can help employees serve members more effectively without adding yet another complicated system to their daily workflow.As we wrap up the conversation, we turn to the timely topic of AI. Laurie makes the case that, rather than replacing employees, AI has the potential to eliminate tedious work, giving people more time to focus on what matters most: building genuine human connections. We discuss how credit unions can embrace emerging technology while staying true to the people-first philosophy that has always set them apart, and, of course, Laurie undergoes our usual round of rapid-fire questions. Enjoy this insightful conversation with Laurie Flanders!Connect with Laurie:Laurie Flanders, SVP of Client Experience & Growth at Strum Platformstrumplatform.com Laurie: LinkedInStrum Platform: LinkedInShow notes from this episode:Shout-out: Lee AllenShout-out: Laurie's grandmotherPlace mentioned: Scottsdale, AZShout-out: MAC 2026 ConferenceBook mentioned: Good to Great: Why Some Companies Make the Leap...And Others Don't by Jim CollinsShout-out: Laurie's childrenIn this episode:[1:02] - We learn that Laurie originally wanted to be a middle school English teacher.[2:00] - Laurie traces her journey from banking compliance to helping credit unions use member data.[5:59] - Laurie reveals how Strum Platform unifies member data to deliver more personalized financial guidance.[8:11] - Data creates value only when connected, understood, and turned into meaningful action.[11:02] - Strum Platform's CRM gives every employee a unified view in order to strengthen member relationships.[14:29] - Integrated systems improve personalized member service by keeping everyone on the same page.[16:23] - AI should ultimately empower employees by strengthening human relationships, not replacing them.[18:53] - Strum Platform will keep investing in AI, innovation, and partnerships to help credit unions thrive.[21:00] - Laurie cites her grandmother as a perfect example of an effective leader.[24:25] - Learn why Laurie recommends the book Good to Great.[25:31] - Laurie prioritizes being fully present for both her family and her career in order to maintain balance.[26:44] - Laurie argues that credit unions should use technology and data to strengthen relationships and guide future growth.

The technology agents rely on every day is changing fast. From AI and mobile-first CRMs to smarter automation, the next generation of real estate software could transform how agencies operate. On the REB Business Empowerment Showcase, Emilie Lauer sits down with LockedOn co-founders Luke Newton and Iain French to share the story behind the CRM, from spotting a gap in the market more than a decade ago to rebuilding the platform as the industry evolved. The trio explore how the industry's expectations have changed, shifting towards mobile-first CRMs – faster, simpler technology that helps agents spend less time on administration and more time winning business. Newton and French also discuss the rise of AI, the importance of protecting client data, and how customer feedback continues to shape the platform as technology and legislation continue to evolve. The trio also discuss how changing market conditions, compliance and customer expectations are shaping the next generation of real estate software – and what agencies need to do to keep up.

Live from the Lawn & Landscape Technology Conference in Scottsdale, John Pajak sits down with Michelle Marshall of Marshall Lawn Solutions to unpack CRMs, data security, and building a real operating system for a fast-growing lawn care business. Episode Links: Apple Podcast Listeners- Copy and paste the links below into your browser. Upcoming Events: Equip Expo (October 20–23, 2026, Louisville, KY): The largest trade show in the green industry, bringing together contractors, equipment manufacturers, and business leaders for four days of equipment demos, networking, and real-world strategies to help you grow and scale your business. Tickets are just $15.00 with promo code PAJAK through September 10, then prices go up. Lock in your ticket now and take advantage of the discount. Sign up and learn more:  https://plus.mcievents.com/EquipExpo2026?RefId=PAJAK Show Partners: Yardbook Simplify your business and be more profitable. Please visit www.Yardbook.com  Get 30 days of Premium Business level of Yardbook for FREE with promo code PAJAK   Mr. Producer Click the link to connect with Thee Best Podcast Producer in the biz! https://www.instagram.com/mrproducerusa/ Green Frog Web Design Get your first month for only $1 when you use code, PAJAK, and have your website LIVE in 3 weeks from projected start date or it is FREE for a year. https://www.greenfrogwebdesign.com/johnpajak

Leads finden ist für viele Vertriebler echte Handarbeit: recherchieren, Listen bauen, anschreiben, nachhaken. Mühsam und langsam. Die Frage ist also: Wie viel davon kann KI heute übernehmen – und wo brauchst du weiterhin den Menschen? Thuy Ngan Trinh ist Geschäftsführerin der Digitalberatung A11, dem früheren Operations-Arm hinter dem Investor Project A. Mit ihrem Team baut sie Vertrieb für unterschiedlichste Unternehmen auf und weiß deshalb genau, welche KI-Tools im Sales wirklich liefern. Wir sprechen darüber, wie du in fünf Prozessschritten dein Lead-Management automatisierst: vom ICP, den du dir per LLM definierst, über Leadlisten mit Clay und Ocean.io, automatisierten Outreach mit The Growth Machine, die besten Note-Taker und CRMs – bis zur Frage, ob ein einziger Agenten-Stack alle Tools ersetzen kann. Du erfährst... ...wie KI-Tools den Vertriebsprozess von der Lead-Generierung bis zum Abschluss optimieren. ...welche Tools wie Ocean.io und Clay für effiziente Lead-Listen sorgen. ...wie personalisierte Nachrichten und Follow-ups den Vertriebserfolg steigern. __________________________ ||||| PERSONEN |||||

This podcast is all about founders having the capacity to grow. Nicola Anderson is a Business Growth expert and she shares her DASH framework to help founders push on from the £1-5m turnover level.Summary of the PodcastKey TakeawaysFounder Bottleneck: Business growth often stalls at £1M–£5M turnover because the founder becomes the decision-making bottleneck, losing the strategic headspace needed for further expansion.DASH Framework: Nicola Anderson's framework (Delegate, Automate, Stop, Hire) provides a structured process to create capacity to grow before hiring, which prevents costly mistakes and ensures new roles are strategic.Human-AI Integration: The most successful businesses will integrate human connection with AI efficiency. Over-reliance on AI from a single person creates significant operational risk and lacks the trust required for major deals.Strategic Exit: Founders often seek to shift from day-to-day operations to a strategic role (e.g., Chairman) to gain lifestyle freedom without full retirement, requiring a business that functions independently.The Founder Business Growth BottleneckBusinesses naturally grow around the founder, making them the central hub for all decisions.This model is sustainable to a point (e.g., £1M–£5M turnover) but eventually leads to the founder being consumed by day-to-day tasks.Consequence: Growth stalls because the founder loses the strategic headspace required for innovation, planning, and external opportunities like acquisitions.Impact: This also erodes the personal freedom and work-life balance the founder initially sought.The DASH Framework for Capacity to GrowThe DASH framework provides a structured process to create capacity to grow before hiring, preventing costly mistakes.D → Delegate: Identify tasks that can be delegated.Prerequisite: Trust in the team is essential for effective delegation.Rationale: Delegate non-core tasks to free up time for enjoyable, high-value work.A → Automate: Use technology (e.g., CRMs, AI agents) to handle repeatable tasks.S → Stop: Eliminate unnecessary activities (e.g., redundant reports, legacy spreadsheets) that add no value.H → Hire: Only hire after completing the first three steps.Rationale: This ensures new roles are strategic and prevents hiring at the wrong level (e.g., a full-time COO vs. a fractional one).Risk: Hiring too quickly creates another "wire" (decision point) for the founder if the role isn't clearly defined.Human-AI Integration & RiskThe most successful businesses will effectively integrate human talent with AI tools.Risk of AI-Only Models: Graham cited an example where a large company rejected an AI service provider after discovering it was a one-person operation.Reason: The operational risk was too high (e.g., if the person became unavailable), and the lack of human connection undermined trust.Human Connection: People buy from people they know, like, and trust, especially for significant investments. AI should support, not replace, this connection.Client Profile & EngagementTypical Clients: Founders at £1M–£5M turnover facing stalled growth, burnout, or preparing for an exit.Client Goals:Create a saleable business that doesn't depend on the founder.Shift from day-to-day operations to a strategic role (e.g., Chairman) for more lifestyle freedom.Engagement Model:Phase 1 (Intensive): A 30-day engagement for £2,500 to apply the DASH framework and create an action plan.Phase 2 (Partnership): Ongoing support for accountability and implementation, with a team of freelancers for specific tasks (e.g., CRM setup).Example: Nicola's work with David B. Horne helped him define the CEO role ("Karis") needed to transition to a Chairman position.The Next 100 Days Podcast Co-HostsGraham ArrowsmithGraham founded Finely Fettled in 2014 to provide data from The UK High Net Worth Database to marketers targeting affluent and high-net-worth customers. He's the founder of MicroYES, a Partner for MeclabsAI, creating lead generation AI Agents & Workflows and introducing the MeclabsAI Platform. Graham also provides an Answer Engine Optimisation solution to get your website in shape to be found by LLMs.Kevin ApplebyKevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

How can architecture leaders navigate economic uncertainty, build authentic brand voices, and transform practice operations through live connection and practical AI tools?In the Season 13 premiere of Practice Disrupted, host Evelyn Lee opens the season with a dynamic roundtable featuring Aya Schlachter and Nikita Morrell. Aya is the founder and CEO of MGS Global Group, the production partner behind more than 500 architecture firms worldwide, and host of the AI for Architects and Architect My Business podcasts. Nikita is an architecture messaging strategist and the founder of Dirt, a brand messaging agency for AEC tech and construction companies. Together, they discuss the state of the industry, why traditional practice models need a fresh approach, and why they co-founded Archicon, the "unboring business conference" landing in Melbourne, Australia.The discussion explores the pressing business challenges facing AEC firms today, from drying pipelines and economic uncertainty to standing out in a crowded market. Rather than relying on traditional formats, Aya and Nikita break down how Archicon flips the standard conference setup by using shorter 15-minute presentations, extended Q&A sessions, candid panels on firm failures and regrets, and a total ban on all-black dress codes. The trio also delves into the operational shifts necessary to build sustainable practices - emphasizing how clear systems, business model refinement, and operational efficiency give leaders the headspace needed to think strategically about their firm's future."You can be professional and have personality, and you can learn and have fun too. It doesn't have to be so serious." - Nikita MorrellLooking toward the future of practice, Evelyn, Aya, and Nikita tackle content creation, personal branding, and the practical implementation of AI. From leveraging dynamic tools like Notion and custom AI agents to guardrail email workflows and record repeatable tasks, they emphasize that technology should support human judgment rather than replace a unique brand voice. They also preview an upcoming masterclass collaboration between Evelyn and Nikita designed to give practitioners actionable, high-impact AI skills for positioning and practice growth.Guests:Nikita Morell is a messaging strategist who has spent over a decade helping architecture firms around the world articulate their value and win better projects. She is the co-founder of Archicon and founder of DIRT, and is widely known for her sharp, thought-provoking insights on branding and business in the AEC industry.Aya Garcia Shlachter is the Founder and CEO of MGS Global Group and co-founder of Archicon, with nearly two decades of experience helping architecture firms grow and scale. A recognized entrepreneur, AI thought leader, and podcast host, she empowers architects to build future-ready practices through strategy, technology, and leadership.This episode is especially for you if:✅ You want to explore new, "unboring" formats for business development, industry networking, and conferences like Archicon.✅ You are looking to overcome pipeline slowdowns and differentiate your practice through clear positioning and distinct brand messaging.✅ You want to streamline practice operations using systems like Notion, ClickUp, and CRMs to reduce mental load and gain strategic headspace.✅ You want to build authentic trust with potential clients by embracing content creation, personal storytelling, and human-centered marketing.✅ You are seeking practical, actionable ways to integrate AI, speech-to-text tools, and custom workflows into your firm without losing your unique practice voice.What have you done to take action lately? Share your reflections with us on social and join the conversation.

Join the show live every Thursday for a conversation you can't find anywhere else: https://grow.payrollinpodcast.com/ If you're sending cold emails from your CRM, you may be hurting your deliverability before anyone even reads your message. In this episode of The Payroll Growth Show, Matt Vaadi sits down with Chris Clark, Director of Outreach at Underdog Digital, to break down what actually works for cold email in 2026. They cover the infrastructure behind sending thousands of emails safely, why Gmail and Yahoo's spam updates changed everything, and the simple framework that's generating real conversations, not just more sends. In this episode: • Why HubSpot, Zoho, and CRMs aren't built for cold email • The safest way to send 7,000+ cold emails per month • Why you should only send 20–30 emails per inbox daily • How to protect your primary domain reputation • The cold email infrastructure that costs around $50/month • Why a 1–2% response rate is actually a win• The ideal cold email length and sequence• How to build better prospect lists and validate emails• The biggest mistakes businesses make with cold outreach Whether you're in payroll, HR, PEO, accounting, or B2B sales, this episode offers practical advice you can implement immediately to improve your outreach and book more conversations.. ⏰ *TIMESTAMPS:* 00:00 Intro 00:31 Meet Chris Clark (Underdog Digital) 01:08 CRM vs. Cold Email Infrastructure 03:01 How to Scale Cold Email Safely 04:10 Gmail Sending Limits Explained 05:23 Protecting Your Domain Reputation 06:57 Cold Email Copy That Converts07:51 Why 30–75 Words Works Best 08:41 Outsourced Scale 09:50 The Cold Email Framework 10:49 Why Copy Isn't the First Priority 11:30 Scaling Outreach Without Burning Time 12:34 Why Cold Email Still Works 13:52 Building High-Quality Lead Lists 15:01 Defining Your ICP15:28 Email Verification Best Practices 16:28 Don't Fill Your CRM With Cold Leads 17:01 Watch the Live Payroll Growth Show Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed) → https://www.payrollinpodcast.com/

Are you a pest control owner looking to grow? Join Our Facebook Group with 4,600+ Members: https://www.facebook.com/groups/pestcontrolmillionairesKendall Hines is the founder and owner of Clicki (https://joinclicki.com/), a referral platform for service businesses. He grew up in the industry, scaling ‘'Lawn Doctor'' franchise before moving into software.He's a vocal advocate for free API access, data ownership, and building software with AI at the core.Instagram: https://www.instagram.com/kendallmhines/ X: https://x.com/kendallmhines?lang=esLinkedin: https://www.linkedin.com/in/khines1/Jonas's Socials: Instagram: https://www.instagram.com/jonasaolson/?hl=esFacebook: https://www.facebook.com/jonas.olson.18/Check out Jonas's Book ‘'Zip Code Kings'': https://pestcontrolmillionaires.com/zip-code-kings/The Pest Control Millionaire Podcast is all about helping small business owners scale their lawn and pest companies by talking to experts in the service industry.For business coaching and mentorship, visit: pestcontrolmillionaires.com Produced by Sofia Salaverri and Dalton Fisher, Fisher Multimedia LLCFisherMultiMedia.comChapters: 00:00 — How Kendall and Jonas Met02:01 — Online Checkout vs. the Phone03:40 — AI as a Commodity04:33 — Software Isn't the Moat Anymore05:53 — Building 10x Developers with AI07:06 — From Lawn Doctor to WorkWave09:20 — Why Referrals: The Origin of Clicki11:34 — Clicki vs. Bravo15:11 — Best Ways to Use Clicki19:21 — Rewards Pass: Your Brand in the Wallet24:38 — Best Ways to Use Bravo30:17 — The Future of CRMs and AI Agents#pestcontrolmarketing #pestcontrolbusiness #pestcontrolleads #pestcontrolowner #pestcontrolpodcast #jonasolson

Buenos días. La revisión del T-MEC avanza con mensajes de “progreso” desde Palacio Nacional, pero con advertencias claras desde Washington. En el frente interno, la inflación se modera mientras la economía se contrae y dos sectores clave —ganaderos y porcicultores— piden ayuda. En el exterior, la guerra comercial global se intensifica: nuevos aranceles de Trump, tensión nuclear saudí-israelí y más presión sobre cárteles mexicanos.STRTGY es una solución que transforma los datos de los sistemas operativos de tu empresa (como ERPs o CRMs) en información clara y accionable para facilitar la toma de decisiones estratégicas. Visítanos en strtgy.ai o agenda una demo en arturo@strtgy.ai.Recibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@strtgy.ai Hosted on Acast. See acast.com/privacy for more information.

When your business depends on appointments, renewals, and repeat clients, dropped follow-ups and scattered notes are expensive problems. Handwritten reminders, sticky notes, and overcomplicated CRMs often create more friction than they solve. Today's guest, Jan Levine, CEO of ClientPulse Ltd, explains how he used Voice First AI to rescue his own rapidly growing financial practice from that chaos and then transformed his solution into a powerful platform that helps other service-based businesses stay organized, responsive, and consistently top-of-mind with their clients. In this episode of Marketer of the Day, Jan walks us through how voice-driven client management can replace tedious data entry and outdated workflows. Instead of typing notes or wrestling with bloated software, agents, advisors, salon owners, repair shops, and other professionals can simply talk into their phone as they leave a client meeting. Client Pulse automatically extracts the key details, contact info, assets, preferences, next steps, and appointment times, updates the record, sends a thank-you email, and schedules reminders, all in seconds. Jan dig into one of the biggest fears around automation and AI: that it will feel cold, fake, and impersonal. Jan explains how he intentionally designed Client Pulse to do the opposite, using AI to create more human, personal communication at scale. From birthday and anniversary reminders that prompt you to record a quick, personalized video, to one-click follow-up calls and policy renewal reminders, the system keeps you consistently present in your clients' lives without feeling like yet another generic, system-generated message. You'll also hear how Jan has extended this technology beyond business into family life. He demonstrates a simple visual “family wall” interface built for grandparents, where each grandchild is represented by a photo. With a single click, Grandma or Grandpa can start a video call, send a message, or trigger reminders like “take your medication” or “call Mom,” all powered by the same AI-assisted reminder engine. It's a compelling example of how voice, automation, and smart prompts can make life easier, not more complicated. https://youtu.be/NGymQYnyBdA?si=xL7V0EmTiivDaxE9 If you've ever felt guilty about weak follow-up, missed appointments, or losing client details in notes and memory, this episode will open your eyes to what's now possible. You'll learn how voice-first AI, personalized automation, and smart reminders can help you show up more consistently, deepen relationships, and grow your business, without adding more tech headaches to your day. Stay tuned to discover how Client Pulse can turn everyday conversations into organized, meaningful, high-touch client experiences. Quotes: "The whole idea is to use the concept of AI and the power of a contact management system, melding them so that the contact is very personalized and very much one-on-one." "That's what this is all about, using AI to find a better way for people to care for and about each other." "All of these features are designed not to replace but to augment communication, not to have any negative effect on anything artificial, just the opposite, personalizing everything." Contact Details: The Faster You Automate, The Faster You Grow: Try ClientPulse Today Connect with Jan on LinkedIn for More AI strategies, Business Growth Tips, and Real-World Insights

Host Jason Pereira interviews repeat guest Parker Ence of Jump, which provides “trusted AI” for advisors and financial professionals. Ence explains Jump's expanded suite: JUMP Meet (AI meeting assistant used by about 35,000 advisors), JUMP Grow (turning meeting data into intelligence to drive organic firm growth), and Jump Onboard (AI-driven client intake, document/form data extraction, and faster account opening). He details Jump's insights approach, including talk-time measurement, AI scorecards for coaching and firm standards, dashboards on objections and trending client concerns, and “signals” that surface growth opportunities such as held-away assets. Ence shares CRM-related results improving meeting logging and compliance note capture, says Jump aims to complement CRMs, and previews AI Associate for proactive search and workflows plus upcoming real-time meeting interventions and automated client deliverables.Episode Highlights:00:00 Welcome Back Parker00:42 Jump Product Suite05:57 Insights That Drive Growth14:49 Onboarding And Data Extraction17:16 Roadmap AI Associate20:37 Will Jump Become A CRM28:29 Moats And Sticky Workflows30:22 Rapid Scaling Lessons34:51 Closing And Sponsor MessageResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorJumpLinkedIn - Parker Ence's LinkedIn Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Crazy Wisdom Podcast, host Stewart Alsop speaks with Aaron Neyer, founder of Parachute and community organizer in Boulder, about knowledge management, extended minds, and the intersection of AI with human consciousness. They explore how Parachute functions as a digital brain tool for organizing thoughts and information across fragmented systems, discuss the dangers of AI psychosis and over-reliance on technology, and debate open source AI development versus controlled releases by companies like Anthropic. The conversation weaves through topics including the limitations of metrics-driven business thinking, consciousness and relevance realization, the value of technological sabbaths, and Aaron's hope for locally-run open source models that protect personal data while still accessing more powerful gated models when needed. You can find Aaron's writing at unforced.org and unforced.substack.com, and learn more about Parachute at parachute.computer and parachute.computer/blog.Timestamps00:00 Stewart welcomes Aaron Neyer, founder of Parachute and Boulder community organizer, discussing the origin of Parachute's name from Frank Zappa's quote about open minds.05:00 Aaron explains Parachute as an extended mind tool for organizing notes, contacts and information across multiple platforms, emphasizing the distinction between primary mind and extended mind as interconnected systems.10:00 Discussion shifts to metrics-driven business culture and the limitations of pure rationality, exploring how Google's data-driven approach misses subjective experience and the whole picture of relationships.15:00 Aaron discusses AI's ability to help identify relevant variables across different domains and the dangers of AI psychosis, comparing it to cult dynamics and belief systems.20:00 The conversation covers AI sabbaths and nineties retreats as intentional breaks from technology, plus Aaron's experiences with electrical engineering and using AI to design circuits with Arduinos.25:00 Exploring forbidden knowledge and open source AI, Aaron discusses Anthropic's guardrails around powerful models while arguing for distributed access to prevent concentration of power.30:00 Deep dive into open source AI strategy, with Aaron highlighting NVIDIA's approach and the potential for running capable models locally while reserving ultra-intelligent models for complex research tasks.35:00 Aaron shares his vision for local Sonnet-class models handling personal data while accessing Fable-class models for deep research, and directs listeners to unforced.org and parachute.computer for his writing.Key Insights1. The philosophy behind Parachute stems from Frank Zappa's quote that the mind is like a parachute and doesn't work if it isn't open. Aaron Neyer explains that having an open mind is valuable, but it must be balanced with deep roots to avoid becoming untethered. He has experienced periods in his life where excessive openness led him to feel disconnected, teaching him that creativity and expansion need to be grounded in something substantial. This same principle applies to how we organize information digitally, where openness and interoperability allow our extended minds to become more connected and coherent, which in turn helps our primary minds think more clearly.2. Parachute is designed as an extended mind tool that addresses the fragmentation problem in how we currently manage information. Most people use multiple disconnected tools like Obsidian, Notion, Apple Notes, Google Keep, and various CRMs to organize their thoughts, notes, and relationships. These systems don't communicate well with each other, creating inefficiency and confusion. Parachute aims to create a simple, intuitive system where all this information can be organized in one place with true interoperability, allowing users to own their data and have it speak effectively with other tools, ultimately making our entire extended mind more functional.3. Understanding ourselves as unified body mind organisms rather than fragmented parts is essential for effectiveness. Living systems theory shows that any living system is three things: a membrane bound dissipative structure, a self regulating autopoietic network, and a cognitive process actively knowing the world. Western civilization since Descartes and Galileo has created artificial separation between body and mind, and between subjective and objective experience, which limits our effectiveness. The same fragmentation affects our digital technology, and recognizing both our biological and digital systems as coherent wholes rather than disconnected parts makes us vastly more capable.4. The relationship between data driven approaches and holistic thinking reveals important limitations in modern business and science. While working at Google, Aaron observed how data driven decision making can be powerful, but over reliance on metrics like ROI creates blindness to crucial unmeasurable factors like goodwill and relationship quality. This reflects a broader Western tendency to exclude subjective experience because it's difficult for objective science to measure. However, emotions, relationships, and other subjective elements are essential parts of reality, and focusing only on quantifiable metrics means missing the whole picture and ultimately becoming less effective despite appearing more rational.5. AI accelerates the ability to work with technical complexity by helping with relevance realization across domains where we lack expertise. In any specialized field, experts develop intuitive senses for which variables matter and can quickly identify problems, whether in computer troubleshooting, music, or cooking. AI's ability to generalize allows it to point people toward relevant solutions in areas where they haven't developed that intuitive expertise, effectively democratizing technical capability. This means people can direct their creativity more effectively across more domains, though it also raises concerns about giving powerful capabilities to those who may lack the wisdom to use them responsibly.6. The question of open source AI versus gated access involves complex tradeoffs between democratizing power and preventing harm. Aaron respects Anthropic's approach of creating guardrails around powerful models like Mythos, which would likely have caused significant system hacks if released without restrictions. However, this creates concerning power dynamics where only wealthy companies, governments, and their allies have access to the most powerful tools. NVIDIA offers hope through their truly open source approach including full training pipelines, and there may be a viable path where open source models at the Sonnet capability level handle most tasks locally while more powerful Fable class models remain gated for the most demanding work.7. Creating intentional breaks from AI and technology is essential for maintaining clear independent thinking. Aaron practices an AI Sabbath at least one day per week when he doesn't interact with AI, and he finds these are the days when he does his best thinking and journaling. Without these breaks, he finds himself constantly jumping between journaling and prompting AI rather than giving himself space for deep reflection. This pattern mirrors broader concerns about AI consistency creating cult like dynamics similar to organized religion, where constant immersion in a belief system or technology can lead to losing the ability to think independently, making periodic disconnection crucial for maintaining cognitive autonomy and clarity.

In this episode of The Friday Habit, Mark sits down with Kevin Downey, a Kansas City-based entrepreneur and recruitment leader who helps B2B companies build high-performing sales teams and create scalable lead-generation systems.Kevin shares how his early career in golf equipment sales eventually led him into entrepreneurship, recruiting, outbound sales, and email marketing. He explains why his first attempts at email outreach failed, what changed when he began writing emails like real phone conversations, and why properly structured email campaigns can deliver an unmatched return on investment.The conversation also explores how small businesses should approach their first sales hire, why commission-only roles frequently fail, and how Latin American business development representatives can help companies scale outbound activity at a manageable cost.Kevin also challenges one of the most common beliefs in modern sales: that cold calling no longer works. According to Kevin, activity still creates opportunities. The problem is not that calling has stopped working—it is that many representatives are not consistently making the calls.Whether you are building your first sales process, hiring a business development representative, or trying to generate more qualified B2B leads, this episode offers a practical look at the systems, activity, and execution required to grow.

What if the systems slowing down your business aren't your workflows, but the software you're forcing yourself to use?In this episode, I'm joined by Notion consultant and workflow strategist Ania Ha to pull back the curtain on the custom Notion workspace she built for my business. We talk about everything from team management and automations to the growing conversation around replacing traditional CRMs with personalized systems built in Notion.I share what it was like hiring someone to build my systems for the first time, how that experience completely changed the way I think about my own clients, and why I believe the best tech stack isn't always the one with the most features—it's the one that actually fits the way your brain works.Find It Quickly:00:25 - Meet Ania05:38 - Instagram Widget09:17 - Why Clients Hire Her13:11 - Learning Notion as a Client19:36 - Toggles and Dashboard Design21:47 - Team Tracking and Databases25:45 - CRM Alternatives Debate28:58 - Simple CRM Starts30:18 - Zapier and Breakpoints31:54 - Frankenstack vs Scaling33:44 - Notion Client Portals35:43 - Notion Pricing Advantage36:51 - Team Workflow Automation41:49 - DIY Automation Tweaks44:00 - Notion Second Brain46:23 - Design Views and Tables49:39 - Mobile App and Shortcuts50:26 - Ask an ExpertMentioned in this Episode:Notion: notion.comDubsado: coliejames.com/dubsadoHoneyBook: coliejames.com/honeybookAirtable: airtable.comGoogle Workspace: workspace.google.comZapier: zapier.comTidyCal: tidycal.comDescript: descript.com/?lmref=0HiLlgLoom: loom.comMetricool: metricool.comCanva: canva.comThe Subscriber Society: latitudelane.com/subscribe-societyLaunch Your Own Way: cominguproses.co/products/lyowConnect with the Guest:Website: shecreatesmgmt.comInstagram: instagram.com/shecreatesmgmtThreads: threads.com/@shecreatesmgmtTiktok: tiktok.com/@shecreatesmgmt

Finding great real estate deals starts with finding motivated sellers—and that's exactly what we dive into in this episode. I sit down with digital marketing expert and real estate investor Brian Driscoll to discuss how investors can generate high-quality direct-to-seller leads using Google Ads and other inbound marketing strategies. We compare inbound marketing with traditional methods like cold calling, driving for dollars, and purchased lists, and explain when each approach makes the most sense as your investing business grows. Brian also shares the systems successful investors use to convert more leads into deals, including why speed to lead is one of the biggest factors in closing profitable opportunities. We discuss CRMs, automation, lead management, negotiation, and why approaching sellers with a problem-solving mindset consistently outperforms high-pressure sales tactics. Whether you're wholesaling, flipping, buying rentals, or using creative financing strategies like lease options and seller financing, this episode is packed with practical advice to help you find more off-market opportunities and scale your real estate business.

What if the biggest bottleneck in your business isn't your team, your budget, or your idea, but simply the fact that you haven't asked AI the right question yet? In this episode of The Happy Hustle Podcast, Michael Ballard closes out our AI Masterclass Workshop with maybe the most tactical, business first talk of the whole event. Michael is the founder of SlashDev, a software development agency that builds websites, mobile apps, CRMs, and lead generation systems for clients across a wide range of industries. He studied finance and entrepreneurship at the University of Washington, and back when vision models were just starting to recognize objects, he spent a year deep in a machine learning program dreaming up things like inventory scanners. He later worked at Ericsson on their automation and AI team, watching firsthand how a massive company rolls out new technology slowly and carefully. For the past five years he has poured that experience into SlashDev, and if you have seen the Happy Hustle Club's software platform, the one built around our Ten Alignment System, that is his team's work too. This episode matters because Michael does not talk about AI like a shiny new toy. He talks about it like a business owner who has to justify every dollar spent. His whole framework comes down to three questions. Does this generate revenue? Does it cut costs? Does it improve the product? If the answer is no to all three, skip it, no matter how cool the demo looks. One of the most useful ideas he shares is running a full audit of your business using a tool like Claude Code. Talk through your marketing channels, your partnerships, your team, your SOPs, even the salaries tied to certain tasks, and ask AI what the highest value opportunities are. He points out something a lot of us miss, which is that if everyone in your industry is showing up to a certain conference or using a certain channel and you are not, that is free money sitting on the table. He also gets real about content. Michael says he genuinely dislikes making content and barely uses Instagram, yet his team used AI voice cloning and animation tools to produce reels that pulled in twelve million views without him ever sitting in front of a camera. That is not about replacing authenticity, it is about removing the excuse that content takes too much time. The lead generation piece might be the most eye opening stat in the whole talk. His team scraped 49,000 leads for 158 dollars and used AI to score over 3,600 of them as ideal fits, ready for custom outreach that used to take a whole team to pull off. He also walks through building AI systems that answer texts after hours so hot leads never go cold, and one that studies your best sales calls so your entire team starts closing the way your top performer already does. Michael does not shy away from the limits either. When a listener asked about HIPAA compliance for a medical business, he was honest that it is still a real legal risk worth caution, and he pointed to cloud providers with compliant setups as a starting point rather than pretending there is a shortcut. If you are running a business and wondering where to actually point AI first instead of just experimenting for the sake of it, this episode gives you the exact lens to look through. Go listen to the full conversation at https://caryjack.com/podcastin/ and start with just one high ROI move this week. That is usually all it takes to see what is possible. Connect with Michaelhttps://www.facebook.com/profile.php?id=100076038248142https://www.instagram.com/slashdev.iohttps://www.youtube.com/@slashdevio/featuredhttps://www.linkedin.com/company/slashdev-io/ Find Michael on this website: https://slashdev.io/ Connect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a copy of his new book, https://www.thehappyhustle.com/book Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course @ https://thehappyhustle.com/thejourney/ Apply to the Montana Mastermind Epic Camping Adventure @ https://thehappyhustle.com/mastermind/ “It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!” Episode Sponsors: If you're feeling stressed, not sleeping great, or your energy's been kinda meh lately—let me put you on to something that's been a total game-changer for me: Magnesium Breakthrough by BiOptimizers. This ain't your average magnesium—it's got all 7 essential forms that your body needs to chill out, sleep deeper, and feel more balanced. I take it every night and legit notice the difference the next day. No more waking up groggy or tossing and turning all night If you're ready to sleep like a baby, calm your nervous system, and optimize your recovery, go grab yours now at https://www.bioptimizers.com/happy and use code HAPPY10 for 10% OFF. =================================================================== My Green Mattress If you've been waking up with back pain, feeling stiff, or just not getting that deep, quality sleep. This might be what you're missing: My Green Mattress. It's made with clean, non-toxic, and eco-friendly materials, so you're not just sleeping better, you're sleeping healthier too. The comfort and support are on another level, and you can really feel the difference night after night. If you're ready to invest in better sleep and better recovery, check it out at https://thehappyhustle.com/mygreenmattress =================================================================== Ozlo Sleep If you've been struggling to fall asleep, stay asleep, or just wake up feeling actually rested, let me put you on to something that's been a total game-changer: Ozlo Sleep. These aren't your typical sleep buds. They're designed to block out noise and help your brain fully relax, so you can drift off faster and stay in deep, uninterrupted sleep. Perfect if you're a light sleeper or just want that next-level rest. If you're ready to upgrade your sleep and wake up feeling recharged, check out https://ozlosleep.com and save $80 OFF using code HAPPY.

Mallory is joined by Megan Cabrera, Director of Strategic Enrollment Management at Okanagan College, about an enrollment trap she calls “residual momentum,” where funnels look stable after marketing spend is cut, then collapse years later. Megan recounts pulling investment from a long-time feeder market during a budget crunch; applications initially held steady, but after partner institutions became degree-granting competitors, yield dropped from 25–50 students to 3–5. They discuss why dashboards lag reality and what earlier signals to watch, including engagement velocity, market penetration, conversion quality, competitor visibility, and relationship health with high schools. Megan argues for integrated, cross-department KPIs to fix handoffs, shares a digital check-in system built with IT to improve service and capture friction-point data, and cautions that AI and CRMs worsen problems without connected systems, data governance, shared definitions, and clear ownership. Related Links: Structuring Transfer Enrollment for Student SuccessHigher Education Marketing Alignment: Why Breaking Down Silos Is No Longer OptionalHigher Ed Marketing's Next Role: Student Experience - - - -Connect With Our Host:Mallory Willsea https://www.linkedin.com/in/mallorywillsea/https://twitter.com/mallorywillseaAbout The Enrollify Podcast Network:The Higher Ed Pulse is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too!Enrollify is made possible by Element451 — The AI Workforce Platform for Higher Ed. Learn more at element451.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Key Takeaways Solgari's leading innovations: Grant explains that Solgari provides a customer engagement platform built on Azure that extends Microsoft Teams and Dynamics 365 (as well as other CRMs) to capture customer conversations and centralize that data for better engagement. Customers are adopting it to quickly solve specific engagement challenges, gain fast ROI, and apply it to AI strategies to drive more intelligent business outcomes. AI's role in customer engagement: Companies that centralize customer conversations into a single data platform gain an advantage because AI is only as effective as the data it can access. Grant says customer engagement is "ground zero for AI" as it enables capabilities like automation, sentiment analysis, and sales or service intelligence that improve customer satisfaction, reduce costs, and deliver measurable ROI. Use case: Grant shares details on Solgari's involvement with AMB Sports & Entertainment, who own the Atlanta Falcons. Solgari helped them unify fan engagement across voice, SMS, email, and WhatsApp within Microsoft Teams and Dynamics 365, creating a repository of fan conversations in Dataverse. By consolidating this data, AMB Sports & Entertainment is now well positioned to "create momentum around their AI strategy." Final thoughts: In closing, Grant shares why Solgari has shifted its customer and partner conversations away from product demos and toward business outcomes, showing how customer engagement data can evolve into valuable AI use cases over time. Visit Cloud Wars for more.

John talks about selling high-priced systems, learning customers' businesses, simplified CRMs, and much more! Before retiring as North American Sales Manager for Zünd Systemtechnik AG in 2019, John Cote had a long career in sales of capital equipment and systems. Over his career, John was in sales or sales management with several large and medium sized companies including Fuji Film and HP. He also owned a couple of his own companies in the marketing, graphics and photography fields. John has given a lot of thought to the types of personalities and characteristics which seem to be common to top notch sale people and how to manage teams of these diverse and sometimes troublesome folk. John not only managed successful sales and sales support teams but gave talks to management teams in his own and other companies about how to recruit and manage sales people and sales teams.

In Season 6, Episode #235 of Boroughs and Burbs, John Engel, Roberto Cabrera, and Scott Hobbs explore how today's most effective professionals are leveraging AI to work with greater intention, precision, and efficiency. From intelligent meeting summaries and next-generation CRMs to content strategy and relationship management, this conversation examines how technology is becoming a trusted partner—not a replacement—for expertise. The professionals who thrive tomorrow will be those who embrace innovation while preserving the personal relationships that define exceptional service.

George Wright III hosts Anthony Perera on The Daily Mastermind to discuss Perera's operator-first approach to building and investing in companies through his family office, Exuma Capital Partners. Perera shares his background scaling Air Pros USA from one HVAC truck to a $200M+ nationwide business and explains Exuma's thesis of acquiring founder-led companies typically earning $2–10M EBITDA, installing infrastructure (KPIs, CRM/ERP, leadership teams), driving organic growth and M&A, and positioning them for private equity acquisition. He emphasizes real-time visibility into leading indicators over month-end lagging reports, looks for fragmented, AI-resistant service industries, and describes operational upgrades like implementing CRMs and modern marketing. Perera highlights AI's ability to automate or augment nearly every business process and recounts pivoting inspected.com multiple times before scaling and exiting. Timestamps:02:03 — From Operator To Investor03:21 — Exuma Private Equity Starter Kit04:49 — Visibility And KPI Tracking06:17 — Fragmented Industries Thesis09:31 — Why Operators Win11:33 — Grooming COOs Into CEOs12:57 — Fast Operational Wins15:15 — AI For Service Businesses18:19 — Inspected Pivot Story21:27 — EOS And Portfolio Support22:23 — Exuma Priorities And Wrap UpThanks for listening, and Please Share this Episode with someone. It would really help us to grow our show and share these valuable tips and strategies with others. Have a great day.George Wright III“It's Never Too Late to Start Living the Life You Were Meant to Live”FREE Daily Mastermind Resources:CONNECT with George & Access Tons of ResourcesGet access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.Join FREE at DailyMastermind.comFollow me on social media Facebook | Instagram | Linkedin | TikTok | YoutubeGrow Your Authority and Personal Brand with a FREE Interview in a Top Global Magazine HERE.Guest Bio:Anthony Perera is the Managing Partner of Exuma Capital Partners, a serial entrepreneur turned private equity investor. He has scaled multiple companies before launching Exuma Capital Partners, a family office focused on the lower middle market. Anthony brings the rare perspective of someone who has built, operated, and now acquires companies. His insights are especially relevant to operational private equity, AI disruption, and consolidation strategies. He emphasizes founder-led investing, operational scaling, and the opportunities in fragmented industries for value creation and roll-up strategies. He also discusses how AI will reshape middle-market businesses and why operator-led private equity is increasingly successful.Links:Website: https://www.exumacapital.com/LinkedIn: https://linkedin.com/in/anthonypereraAdditional links: https://www.exumacapital.com/ | https://linkedin.com/in/anthonyperera

In this episode of the HVAC Know It All Business Edition Podcast, co-hosts Gary McCreadie and Furman Haynes from WorkHero sit down with Brynn Cooksey Sr, CEM, CMS. He is the Founder of Air Doctors Heating & Cooling and HVAC U (Building Scientists). He discuss the business side of home performance contracting and explains how contractors can build highly profitable businesses by focusing on diagnostics, customer education, and measurable results. The discussion explores customer qualification, maintenance retention, team training, operational systems, and the financial benefits of delivering complete solutions instead of simple equipment replacements. Brynn also shares practical advice for business owners looking to scale their companies through better processes, stronger customer relationships, and a commitment to quality. Brynn a leading training organization focused on HVAC, building science, and home performance. With experience in both utilities and contracting, Brynn has become a respected educator and industry leader, helping thousands of contractors improve their technical knowledge, business operations, and customer outcomes through data-driven solutions.   Expect To Learn: - Why not every homeowner is the right customer for your business - How home performance testing creates trust and supports premium pricing - The connection between quality installations, customer retention, and referrals - How Brynn trains employees to embrace building science principles - Why bigger-ticket projects can improve profitability and efficiency - The role of processes, CRMs, and administrative systems in scaling a business - Key hiring and financial lessons for contractors looking to grow sustainably   Timestamps: 00:00 - Introduction 00:55 - Finding the Right Customers for Long-Term Success 02:10 - Building Customer Loyalty That Lasts for Generations 05:47 - Turning Expertise Into a Repeatable Business Model 08:08 - Creating a Training Culture That Scales 09:59 - Building Processes That Make Quality Consistent 10:33 - Why Bigger Tickets Create Better Business Outcomes 12:37 - Unlocking Revenue Beyond Equipment Replacement 13:19 - The Hidden Cost of Oversized Equipment 17:56 - Financial Lessons Every Contractor Needs to Learn 18:47 - Closing Thoughts   Follow our Guest Brynn Cooksey Sr, CEM, CMS: LinkedIn: https://www.linkedin.com/in/theairdoctor/ Instagram: https://www.instagram.com/theairdoctor313/    Company LinkedIn: Air Doctors Heating & Cooling: https://www.linkedin.com/company/airdoctorshvacservice/  HVAC U (Building Scientists): https://www.linkedin.com/company/hvac-ubuildingscientists/    Company Website:  Air Doctors Heating & Cooling: https://www.airdoctorshvacservice.com/  HVAC U (Building Scientists): https://www.hvactrain.com/  Company Instagram:  Air Doctors Heating & Cooling: https://www.instagram.com/airdoctorshvac  HVAC U (Building Scientists): https://www.instagram.com/hvac_university     Follow Gary McCreadie: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/  Website: https://www.hvacknowitall.com  Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/  Instagram: https://www.instagram.com/hvacknowitall1/    Follow Furman Haynes:  LinkedIn: https://www.linkedin.com/in/furmanhaynes/  WorkHero: https://www.linkedin.com/company/workherohvac/  Instagram: https://www.instagram.com/workhero__/

In this Kitchen Side episode, Alex Birkett, Allie Decker, and David Ly Khim unpack how brands should actually measure success in AI search, and why traditional attribution models are breaking down as buyer behavior shifts from search links to AI assistants and workflows. They discuss why self-reported attribution is becoming the most reliable signal available, the different tiers of AI visibility from simple citations to category-level consensus, and why AI visibility functions more like a brand recall survey than a channel you can optimize in isolation. The conversation also covers the idea of a “post-channel marketer” who coordinates across product, customer education, and PR, and why chasing visibility tactics with no underlying business purpose rarely pays off. Key Takeaways Self-reported attribution is more reliable than clickstream data for AI search because most AI-driven visits never result in a tracked click. AI visibility behaves more like a brand recall survey than a channel, reflecting how a brand compares to competitors rather than something to optimize in isolation. Picking up a citation on a narrow, low-competition prompt is easy, but shifting broader category-level consensus, like being named among the best CRMs, is far harder and requires changing an entire conversation. Correcting outdated third-party pricing information moved AI search outputs within about a month in one client engagement, though this was a sentiment fix rather than a visibility gain. Some AI answers now include negative or qualifying recommendations, meaning a mention doesn't always translate into a positive outcome for a brand. Different AI tools serve different roles, with ChatGPT and AI Overviews functioning as quick answer engines while agentic tools like Claude Code perform deeper multi-step research, and visibility strategies should account for that difference. Whether a company should publish a markdown version of its site for easier AI retrieval depends on its audience, mattering more for technical, developer-facing products than for typical B2B SaaS buyers. Sustainable AI search performance comes from investing in product experience, customer education, and reviews, since genuine third-party validation is difficult to fake once a brand has earned it. Marketing teams need a “post-channel” role that coordinates across product, customer success, and PR to influence sentiment and visibility, rather than treating this as an SEO-only or PR-only problem. Tactics pursued only to move an AI visibility score, with no underlying business purpose, are usually not worth the effort unless they're addressing existing negative sentiment. Show Links Connect with David Khim on LinkedIn and Twitter Connect with Alex Birkett on LinkedIn and Twitter Connect with Allie Decker on LinkedIn and Twitter Connect with Omniscient Digital on LinkedIn or Twitter What is Kitchen Side? One big benefit of running an agency or working at one is you get to see the "kitchen side" of many different businesses; their revenue, their operations, their automations, and their culture. You understand how things look from the inside and how that differs from the outside. You understand how the sausage is made. As an agency ourselves, we're working both on growing our clients' businesses as well as our own. This podcast is one project, but we also blog, make videos, do sales, and have quite a robust portfolio of automations and hacks to run our business. We want to take you behind the curtain, to the kitchen side of our business, to witness our brainstorms, discussions, and internal dialogues behind the public works that we ship. Past guests on The Long Game podcast include: Morgan Brown (Shopify), Ryan Law (Animalz), Dan Shure (Evolving SEO), Kaleigh Moore (freelancer), Eric Siu (Clickflow), Peep Laja (CXL), Chelsea Castle (Chili Piper), Tracey Wallace (Klaviyo), Tim Soulo (Ahrefs), Ryan McReady (Reforge), and many more. Some interviews you might enjoy and learn from: Actionable Tips and Secrets to SEO Strategy with Dan Shure (Evolving SEO) Building Competitive Marketing Content with Sam Chapman (Aprimo) How to Build the Right Data Workflow with Blake Burch (Shipyard) Data-Driven Thought Leadership with Alicia Johnston (Sprout Social) Purpose-Driven Leadership & Building a Content Team with Ty Magnin (UiPath) Also, check out our Kitchen Side series where we take you behind the scenes to see how the sausage is made at our agency: Blue Ocean vs Red Ocean SEO Should You Hire Writers or Subject Matter Experts? How Do Growth and Content Overlap? Connect with Omniscient Digital on social: Twitter: @beomniscient LinkedIn: Be Omniscient Listen to more episodes of The Long Game podcast here: https://beomniscient.com/podcast/

Most business owners are chasing more leads while ignoring the biggest opportunity they already have, the customers they've already earned. In this episode Spencer explains why your existing customer list may be your most valuable asset and how adding complementary services can dramatically increase customer lifetime value without spending more on advertising. Learn how businesses like roofers, asphalt contractors, remodelers, retailers, and service companies can create recurring revenue by solving additional problems for the customers they already serve. Spencer also shares practical examples of using a CRM to automate follow-up campaigns, schedule recurring services, and generate new revenue with almost no extra effort. You'll also hear business insights from Alex Hormozi, Peter Drucker, and Jay Abraham on customer retention, increasing purchase frequency, and creating more value for every client. If you've ever wondered how to grow your business without constantly chasing new customers, this episode is for you. In this episode: Why your current customer list is worth more than you think How to identify new services your customers already need Simple examples of recurring revenue opportunities Using automation and CRMs to generate sales on autopilot How increasing customer lifetime value can transform your business Lessons from Alex Hormozi, Peter Drucker, and Jay Abraham Subscribe to the Idaho Business Podcast for practical, no-fluff strategies to help you build a stronger, more profitable business. If you are feeling the love, make sure to subscribe, rate, and review on iTunes, Spotify, YouTube, or wherever you are!! If you'd like to be featured on an episode go to theidahobusinesspodcast.com to APPLY! Apple Podcasts Spotify  

Send us Fan MailWhat's really happening in your sales offices when you're not there? Leah Turner, national sales coach and trainer at Melinda Brody & Company, is back on the show for the 40th anniversary year of one of the most unique research studies in new home sales. In this episode, she and Anya Chrisanthon dig into the 2025 Annual Benchmark Report - and what the data reveals about where sales teams are winning and where they're still leaving sales on the table. Listen to a previous episode with Leah here: https://podcasts.apple.com/us/podcast/secrets-to-successful-realtor-engagement-with-leah/id1602564768?i=1000623849874What video mystery shopping actually looks like Shoppers walk into your sales office with a hidden camera. The full interaction is recorded, scored, and sent to the sales manager. But what makes Melinda Brody & Company different is the one-on-one call before the shop - where the shopper is briefed on the specific challenges that sales manager wants to address. It's not a gotcha. It's a baseline.The builder story gap - still Only 49% of sales associates shared the builder story in 2025. Leah says the problem isn't awareness - it's the introduction. Salespeople don't know how to bring it up naturally. Her fix: start with "Have you ever built a new home before?" and let the answer lead you in. And whatever you do - say the builder's name. One associate described the warranty, the quality, and the energy efficiency for several minutes and never once said who the builder was.The model demo jump From 84% to 95% in one year. The biggest shift Leah has seen: top producers are bypassing the sales office entirely and taking buyers straight into the model. Into the kitchen. Let them walk. Join them. The forced "sit down in the sales office first" approach was raising everyone's anxiety - including the salesperson's.Closing is not a moment - it's the whole presentation Closing sits at 52%. Leah's take: salespeople treat closing like something that happens at the end, which makes it terrifying. If you ask "what's important to you in a home, a homesite, a builder, a community?" upfront - and customize everything around those answers - the close at the end is just a natural next step. You've earned the right to ask.The buyers walking in today are already qualified Buyers use technology to disqualify. If they made it through the research phase and walked into your sales office, they are interested. They are a hot lead. As Leah puts it - they're more like a B-back than a first-time visitor. Treat them that way.Follow-up jumped from 51% to 67% Technology and CRMs are helping. But Leah's warning: generic follow-up is worse than no follow-up. If your message is "thanks for coming out, call me if you have questions" - don't bother. Make it specific. Make it memorable. Reference something real from the presentation. Better yet - shoot a 30-second video of yourself.The cringiest things caught on camera Smoking cigarettes on the home site. Painting fingernails. Eating lunch. Not standing up when a prospect walks in. And the shift Leah has seen over the last ten years: top performers now ask to be video shopped. They want to see themselves. They want to improve.Connect with Leah: leah.turner@melindabrody.com Connect with Ben Marks: ben.marks@melindabrody.com Melinda Brody & Company on LinkedIn and FacebookAbout Anewgo Anewgo is an all-in-one new home sales and marketing platform. We equip builders with AI-ready homebuilder websites, interactive design tools, floorplans, sitemaps, AI Sales Assistants, and data analytics to create personalized buyer journeys. Learn more at anewgo.com or find every episode at anewgo.com/podcast.Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/anewgo-of-new-home-sales/id1602564768

Tamar is the founder of eCore Services, a company she's bootstrapped and is celebrating six years in business with a team of 150 remote workers around the world. I've gotten to know Tamar this year, as she sponsored the #Salesdecadesproject as well as generously sponoring other women in sales and in business organizations.  We talked about:  Tamar shares her path from nonprofit work to becoming a stay-at-home mom, then rising from an entry-level remote role to an executive team before starting eCore to address costly bad data and to create opportunities for stay-at-home parents. She explains eCore's AI-plus-human model: AI finds patterns and flags issues at speed and scale, while a research team validates and applies judgment within an 80+ step validation and enrichment process, maintaining a people-first team of 150. They discuss how AI amplifies poor data, why trusted data requires ongoing validation, how overbuying cheap records pollutes CRMs, the need for training and change management, women's growing presence in AI communities, and how to learn via free resources, communities, and conferences. Tamar can be reached on LinkedIn and at eCoreservice.com.   00:00 Meet Tamar Gil 01:16 Why Data Matters 02:17 From Nonprofit to Founder 04:24 Choosing the Data Mission 05:14 AI Plus People 07:19 Inside eCore Workflow 08:56 Bad Data Breaks AI 11:00 Building Trusted Data 12:47 Women in AI 20:25 Learning AI Skills 24:09 Change Management 25:38 Wrap Up and Contact Follow Tamar Gill: https://www.linkedin.com/in/tamargill/  More about Women Sales Pros - we have a website, we are on LinkedIn, Facebook, and Instagram.  Subscribe to our 2x a month news, and share the podcast with others! We'd love a 5 star rating and comments on iTunes if you are so moved! It really makes a difference.  subscribe: https://bit.ly/thewspnews Contribute: https://forms.gle/v9rRiPDUtgGqKaXA6 Past News Issues: bit.ly/past_news_issues https://womensalespros.com/podcast/ 

Katie Williams, chief operating officer and co-founder of Tern, talks with James Shillinglaw of Insider Travel Report about how her company has become so successful in just three years, with its products and services adopted by many of the big agency consortia and host agencies. Tern is an all-in-one, cloud-based software platform built specifically for travel advisors and travel agencies that is designed to replace the patchwork of separate tools (CRMs, itinerary builders, commission trackers, email, spreadsheets) that advisors traditionally juggle. And now Tern is using AI to make it even easier for advisors to accomplish all these tasks so they can focus on selling travel. For more information, visit www.tern.travel.  All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox. 

Watch the YouTube version of this episode HEREIn this Maximum Lawyer episode, Tyson Mutrux sits down with longtime friend of the show, automation and AI expert Kelsey Bratcher of Hired Gun Solutions to talk about the future of intake, phone answering, and legal tech. The conversation starts from a simple Facebook post about hiring an AI answering service and turns into a brutally honest breakdown of why most voice AI products are expensive, over‑engineered, and still not better than a well‑built DIY solution.Kelsey explains how tools like Retell let law firm owners build their own AI receptionist for a fraction of the cost of vendor setups, using the same documentation they already give Smith, Ruby, or Lex Reception. You'll hear practical guidance on scope, latency, and call flow, why “simple beats fancy,” and how to use AI plus APIs to replace low‑value data‑entry work while protecting the human parts of client communication. Tyson and Kelsey also zoom out to the bigger picture: migrations between case management systems, why legal tech pricing is broken, and how AI will reshape non‑lawyer roles inside law firms.What you'll learn:Why most AI answering services are overpriced and still average at intake.How to use Retell to build your own AI receptionist with your existing scripts.The importance of keeping scope narrow and latency low so calls feel natural.When AI can replace virtual receptionists and when you still need a human.Smart call‑flow tweaks (using caller ID, fewer confirmations) that boost conversion.Where outbound AI is risky and when it works for expected, simple calls.How Kelsey uses AI to build one‑off tools and migrations in hours, not days.Why legal tech pricing is broken and which non‑lawyer roles are most exposed.Highlights00:01 – How a Facebook post on AI receptionists sparked this episode.01:28 – Kelsey's “build your own on Retell” philosophy and cost breakdown.04:27 – Retell explained: connect language models and voice APIs without coding.06:34 – Do AI receptionists lose leads? Why scope and consistency matter.10:34 – Latency: the real make‑or‑break factor for voice AI.12:45 – Fixing annoying call flows: stop over‑confirming names and emails.14:12 – Why Kelsey avoids outbound AI for provider calls and sensitive data.17:18 – Using AI to build tools that talk to APIs instead of “agents clicking around.”22:25 – Five‑minute Codex app that fixed a multi‑hour data‑entry mistake.26:07 – Inside a multiplaintiff lawsuit tool tied into major CRMs.29:19 – Faster, cheaper case‑management migrations using AI‑built scripts.31:33 – Moving away from Zapier/Make in favor of AI‑built micro‑apps.33:32 – “Legal tech is going to get rock and rolled” and why.36:29 – The flat‑fee AI trap and token consumption.39:18 – Which non‑lawyer roles AI eats first and which survive.44:37 – First 30‑day steps to test voice AI in your firm.Connect with KelseyWebsite InstagramFacebook

This episode of Hustle Inspires Hustle features Alex Quin and Michelle as they break down the rapidly evolving world of artificial intelligence and how tools like ChatGPT and Claude are transforming the way businesses operate, create, and scale. The conversation dives deep into real-world applications of AI inside marketing agencies, content creation workflows, and the rise of AI agents reshaping entire industries.Together, they explore how different AI platforms serve different purposes—Claude's strength in reasoning, systems, and data analysis versus ChatGPT's power in creativity, image generation, and fast execution. They also unpack how entrepreneurs are now building automated workflows, SOPs, and even full “digital workers” using AI tools connected to CRMs, spreadsheets, and marketing systems.The episode also expands into the future of search, advertising, and SEO as AI shifts user behavior away from traditional Google searches toward conversational AI interfaces. Finally, they discuss the broader impact on jobs, emphasizing the urgency for professionals to adapt or risk falling behind in an AI-driven economy.Episode Outline:[00:00] Intro, life update, returning from hiatus, audience engagement [02:30] Why AI has become the main focus in their business and agency work [05:45] ChatGPT vs Claude overview and how each tool is being used today [09:10] Claude for reasoning, dashboards, data analysis, and system building [12:40] ChatGPT for creative work, images, and fast content generation [15:20] Building AI workflows across tools (hybrid systems and stacking platforms) [18:30] AI agents, automation, and replacing manual business processes [21:10] Real examples: CRMs, spreadsheets, emails, and marketing automation [23:00] The future of ads: intent-based search vs interest-based targeting [25:10] SEO shifts, AI search, and the decline of traditional Google traffic [26:30] The impact of AI on jobs, industries, and creative professionals [27:19] Final thoughts, urgency to adapt, and closing messageWisdom Nuggets:There Is No “Best AI Tool”: Success with AI comes from using the right tool for the right job—not choosing one platform over another. Claude and ChatGPT work best together, not in isolation.Systems Beat One-Off Prompts : The real advantage comes from building workflows, SOPs, and automated systems that run repeatedly—not just asking one-off questions.AI Agents Are the Next Workforce Layer : Businesses are quickly moving toward digital workers that handle emails, calls, data analysis, and operations with minimal human intervention.Search Behavior Is Changing Forever: Users are shifting from Google to AI chat interfaces, which will reshape SEO, PPC, and how businesses generate traffic and leads.Adaptation Is No Longer Optional: Industries are being reshaped in real time. The ability to learn and apply AI tools will determine who scales and who gets left behind.Power Quotes“Claude is better for reasoning. ChatGPT is better for creativity. The real power is using both together.” — Alex Quin“AI doesn't replace thinking—it replaces the repetition that slows you down.” — MichelleConnect with Michelle:Instagram: (https://www.instagram.com/michellechia)Linkedin: (https://www.linkedin.com/in/michelle-chia1/)Connect With the Podcast Host Alex Quin:Instagram: (https://www.instagram.com/alexquin)Twitter: (https://twitter.com/mralexquin)LinkedIn: (https://www.linkedin.com/in/mralexquin)Website: (https://alexquin.com)TikTok: (https://www.tiktok.com/@mralexquin)Books Mentioned:How to Market Your Restaurant Online — Alex QuinThe Digital Marketing Dictionary — Alex QuinPolo's Day at the Park — Alex Quin & Michelle's children's bookOur CommunityInstagram: (https://www.instagram.com/hustleinspireshustle)Twitter: (https://twitter.com/HustleInspires)LinkedIn: (https://www.linkedin.com/company/hustle-inspires-hustle)Website: (https://hustleinspireshustle.com)*This page may contain affiliate links or sponsored content. When you click on these links or engage with the sponsored content and make a purchase or take some other action, we may receive a commission or compensation at no additional cost to you. We only promote products or services that we genuinely believe will add value to our readers & listeners.*See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What tools should you have in your coaching practice? You do not need a full website, complicated tech stack, or every system perfectly built before you start financial coaching. But there are a few essential tools that can make things much smoother for both you and your clients as you start and grow your coaching practice. In this episode, Maria and Cody talk through four tool categories newer coaches should consider: schedulers, payment processors, CRMs, and budgeting tools. They discuss why scheduling links can reduce back-and-forth, why a professional payment processor matters, how a CRM can help you manage contacts and communication as your business grows, and why coaches need a budgeting tool that both they and their clients can access. They also talk about why a full website is not always the first thing a new coach needs, how free versions of tools can help you get started, and why the best tool is often the one that fits the way you actually work. If you are new to coaching, this episode will help you think through what you may need to get started. And if you have been coaching for a while, it may be a good opportunity to review the tools you are already using and decide what needs to be adjusted.

Send us Fan MailCapital is tight, and that changes everything, from how we fund inventory and expansion to how we think about risk. We talk through what happens when borrowing a few million dollars suddenly comes with painful rates, low leverage, and a lot more “no” than “yes.” If you run a shed dealership, portable building manufacturing operation, or rent-to-own program, this conversation is about staying alive long enough to win: cash reserves, liquidity, and making sure you can cover payroll, rent, and overhead when the market gets weird.We also dig into the rent-to-own side of the shed industry and why longer terms and lower money down can be both necessary for the consumer and challenging for investors. Deferred income changes your cash flow profile, and immature portfolios can bleed before the long-term yield shows up. That reality affects how investment funds view the whole space, and it influences whether your best next move is a financing portfolio, hard assets like land and a bigger plant, or a simpler plan that keeps dollars up front.Then we bring it down to the ground level: shed marketing, CRMs, online buying behavior, and the fast shift toward AI search. Google's AI Overview is already training customers to stop clicking, and that means your SEO, website content, and pay-per-click strategy must evolve. We also push back on the idea that AI can replace real work. Customers still want trust, clear answers, and a real person who delivers on time.If you found value here, subscribe, share this with another shed business owner, and leave us a review so more people can find these conversations.For more information or to know more about the Shed Geek Podcast visit us at our website.Would you like to receive our weekly newsletter?  Sign up on our website: shedgeek.comFollow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: Shed Geek MarketingVelocity 360RTO SmartShed Suite

In this podcast, I sat down with Ronan Leonard, founder of Intelligent Resourcing, to break down how he helps sales teams eliminate the 40% of their day spent manually researching companies and instead deliver real buying signals directly into the CRM so reps can take action. We talked about how fast AI is reshaping business models—Ronan compared it to waking up and finding the snow gone overnight—and why he refuses to build SaaS right now. He explained “dark data” hidden in sales call transcripts, how he enriches CRMs into “evergreen” systems, and how those insights feed content and GEO/answer optimization. We also covered tool-stack volatility, internal tooling vs productizing, structuring teams around learning speed, value-based pricing and price elasticity, and we had an honest disagreement on co-risking and revenue-share deals.01:36 AI Overwhelm and Pace03:19 Snowstorm Business Models04:13 No SaaS Moat Strategy05:09 Signals Into the CRM06:45 Dark Data and Transcripts08:55 Scaling Clients and LTV15:49 Team Structure and Learning19:41 Agents vs SOP Iteration24:39 Standardize Custom Work24:59 Value Based Pricing Framework27:48 Cost Savings Case Study30:16 Pricing as Perception31:49 Why Upside Deals Fail35:36 Confidence and Client Execution36:34 Staying Ahead of AI Curve39:37 Creativity and Feedback LoopsConnect with Ronan: • https://www.linkedin.com/in/ronan-leonard/https://intelligentresourcing.co/Connect with Raul: • Work with Raul: https://dogoodwork.io• Free Growth Resources: https://dogoodwork.io/resources• Connect with Raul on LinkedIn (DMs open): https://www.linkedin.com/in/dogoodwork/ 

Jon Ferrara is the Founder and CEO of Nimble, a CRM company that helps businesses build and manage relationships through modern contact and relationship management tools. A pioneer in the CRM industry, he previously co-founded GoldMine Software, one of the earliest CRM platforms for small and mid-sized businesses. He has helped grow Nimble into a widely used platform with integrations across tools like Microsoft 365 and Google Workspace, as well as a strong presence in the Microsoft partner ecosystem. Jon is also known for his focus on authentic relationship-building, blending AI with human connection, and his journey toward purpose-driven leadership. In this episode… Managing business relationships today is a balance between efficiency and authenticity. While automation tools improve workflows, they can also make interactions feel impersonal. How can professionals use technology to grow relationships without losing the human connection? For Jon Ferrara, a CRM pioneer, building strong business relationships requires shifting away from systems focused only on pipelines and reporting and instead prioritizing tools that support real human connection. He explains that effective relationship management happens when contact records are automatically enriched from sources such as email and LinkedIn, allowing users to focus more on engagement than manual entry. He highlights the importance of making relationship-building accessible to everyone in an organization, not just sales teams. This approach helps businesses stay organized while still being deeply personal in their outreach. He also emphasizes blending AI with intentional human actions to build trust and long-term relationships. In this episode of the Inspired Insider Podcast, host Dr. Jeremy Weisz sits down with Jon Ferrara, Founder and CEO of Nimble, to discuss building technology that supports authentic relationship management. They explore why most CRMs fail at true connection, how AI can enhance — not replace — personalization, and how Nimble makes relationship-building easier across teams. Jon also shares lessons on service-driven business and personal resilience.

In this episode, Michael Blank sits down with investor and capital raiser Robyn Thompson to explore the mindset, systems, and strategies behind raising capital for multifamily deals. After transitioning from residential real estate and fix-and-flips, Robyn realized that her true strength wasn't finding deals—it was building relationships and connecting investors with opportunities. She shares her journey from raising her first $400,000 to helping secure more than $3 million across multiple deals, revealing the lessons she learned about overcoming fear, building credibility, leveraging CRMs, and creating a repeatable capital-raising process. If you've ever felt intimidated by raising money or unsure whether you're a deal finder or a capital raiser, this episode provides a practical roadmap for taking action and building confidence.Key TakeawaysYour First Capital Raise Will Feel Uncomfortable—Do It Anyway The hardest part of raising capital is starting the conversation. Confidence comes through repetition, and each conversation gets easier than the last.Play to Your Strengths Instead of Doing Everything Yourself Successful syndicators focus on their unique abilities, whether that's finding deals or raising capital, and partner with others who complement their skill sets.Lead with Education, Not the Deal Investors respond better when you focus on understanding their goals and educating them about their options instead of immediately pitching an opportunity.Systems and CRMs Create a Scalable Capital-Raising Business Organizing contacts, segmenting audiences, and consistently nurturing relationships through email, text, and social media turns capital raising into a repeatable process.Trust and Credibility Matter More Than Perfect Pitch Decks Investors want to work with someone who communicates clearly, understands their needs, and guides them confidently through the investment process.Scarcity and Clear Next Steps Drive Action Asking for allocation amounts, scheduling follow-up conversations, and communicating limited availability can significantly improve investor commitment.Connect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of AdvisorsExplore Michael's Mentoring ProgramJoin the Nighthawk Equity Investor ClubReview the Podcast on Apple PodcastsSyndicated Deal AnalyzerGet the Book, Financial Freedom with Real Estate Investing by Michael BlankFor full episode show notes visit: https://themichaelblank.com/podcasts/session528/

Most real estate agents think they have a database. What they actually have is a collection of contacts they've never organized, updated, or consistently communicated with. In this episode, Tim and Julie Harris break down the real purpose of a database, why most CRMs fail to deliver results, and how agents can use AI without losing the human connection that actually creates listings. You'll learn why passive marketing is becoming less effective, how to leverage technology to organize your business, and why direct conversations with your sphere of influence and past clients remain the fastest path to predictable income. Tim and Julie also explain the growing role of AI in real estate, where social media is heading, and why agents who focus on relationships will continue to outperform agents who rely solely on automation. If you're looking for a practical strategy to generate more listings, more referrals, and a stronger real estate business in 2026, this episode will show you exactly where to focus your time and energy. Free training: HarrisRealEstateDaily.com Coaching: PremierCoaching.com Join eXp + Libertas: WhyLibertas.com/Harris Text Tim Direct: 512-758-0206 Opinions are my own and not the views of eXp Realty.

Axel sits down with Pat Carino — a multifamily developer, acquisitions professional at NRP Group, and co-founder of DealNav — for a wide-ranging conversation that spans institutional development, deal sourcing at the highest level, and the origin story of a software tool that Aligned Real Estate Partners actually uses in their own business.Pat breaks down the three-bucket deal sourcing framework he uses at the institutional level — brokers, referral network (architects, engineers, attorneys), and true off-market sourcing. The second half of the conversation dives into DealNav — what it is, why Pat built it, and why a purpose-built deal tracking CRM with a map beats bloated all-in-one platforms for acquisitions-focused operators. This episode is essential listening for any investor who wants to understand how deal sourcing is done at the institutional level — and how the same principles apply whether you're buying a 10-unit or a 300-unit ground-up development.Join us as we dive into:The three-phase development contract lifecycle: due diligence, entitlement approvals (6 months to 1+ year), and closing — and how it differs from a traditional value-add acquisitionThe three-bucket deal sourcing framework: broker deals, referral network (architects, engineers, land use attorneys, economic development offices), and true off-market direct-to-ownerThe story of a vacant 30,000 sq ft retail building: a two-year follow-up campaign, tracking down the decision-maker through her daughter's Instagram DM, and closing the deal after years of patient persistenceWhy having a CRM with clean notes, timestamped follow-up reminders, and a linked map is the only way to manage a multi-year, multi-contact off-market pipeline at scaleThe origin story of DealNav: from colored pins on a Jersey City poster board to an Excel/Google My Maps hybrid to a purpose-built SaaS product — and why 15 demos of competing CRMs came up shortThe three boxes DealNav was built to check: simplicity (prospecting only, no bloat), a map-first interface, and single-user affordable pricingHow DealNav became a deal source for Pat's institutional acquisitions work — and why building a real estate community and a real estate software company often leads to the same peopleWhat makes a good development site: rent comps that justify new construction, favorable taxes (or abatements), manageable affordability requirements, and the right construction typeSign up for the DealNav CRM HEREConnect with Pat Carino:Follow him on Twitter/XConnect with him on LinkedinLearn more about DealNavAre you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners

Brent Daniels breaks down the final marketing model that is absolutely crushing it in 2026 for wholesalers with a budget under $2,000 a month. Discover why Inexpensive Pay-Per-Lead (PPL) is the ultimate secret weapon for highly skilled communicators. Brent reveals how to leverage AI-driven CRMs to sift through cheap, non-exclusive leads and bubble the best prospects directly to the top of your pipeline.Plus, Brent shares exactly what you need to build the ultimate "prospecting cockpit" in your home office to keep you motivated, focused, and closing deals. If you want to know how to squeeze every drop of income out of your lead flow and adapt to the modern wholesaling landscape, this episode is your roadmap. Be a part of the TTP training program now.---------Show notes:(0:00) Beginning of today's episode(1:50) A recap of the Sniper List and Agent Referral Automation strategies(2:35) Why Inexpensive Pay-Per-Lead (PPL) is a goldmine for strong communicators(4:11) Legally using AI text automations in your CRM to sift through cheap leads(8:32) The strategy for monetizing retail leads by charging real estate agents a marketing fee(10:22) Getting discounted, aged leads through platforms like iSpeedToLead(16:40) Using Skip Genie and professional genealogists to track heirs for vacant properties(21:42) The four pillars of every seller conversation (condition, timeline, motivation, and price)(27:14) Brent's vision for live events and the upcoming release of his book, Wholesaling Launch(30:37) How to build the ultimate "prospecting cockpit" for your cold calling sessions(31:44) Why you must pay off your personal debts before buying investment assets(36:26) Celebrating the monumental 2,000th episode of the Wholesaling Inc. podcast----------Resources:REI PulseFollow Up BossProperty LeadsFizzyLeadsiSpeedToLeadLeadZoloReal Estate BeesPanda LeadsSkip GenieInvestorBaseInstagram: @realbrentdanielsTo speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community  are endless, what are you waiting for?