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Overtired
443: Mixed Climate January

Overtired

Play Episode Listen Later Feb 2, 2026 59:17


Jeff and Christina are out of pocket this week, so Erin Dawson heroically steps in to keep the show afloat during trying times. Life, religion, dating, blogging… an everything bagel of a show. Sponsor Copilot Money can help you take control of your finances. Get a fresh start with your money for 2026 with 2 months free when you visit try.copilot.money/overtired. Chapters 00:00 Erin 00:04 Introduction and Guest Introduction 00:44 Siri Mishap and Water Troubles 05:20 Mental Health and Daily Struggles 11:00 Physical Health and Exercise Challenges 18:45 Productivity Tools and Sponsor Message 21:57 Sponsor Break: Copilot Money 23:59 On Aging 24:53 Vision and Aging 26:55 Intelligent Design and Evolution Debate 28:58 Blogging and Social Media Verification 29:13 The Cost of Verification 30:18 Embracing the Content Game 33:12 Exploring Blogging Platforms 48:10 The Decline of Blogging 50:54 Navigating Employment and Content Creation 55:54 The Art of Dating and Bits 58:30 Wrapping Up and Final Thoughts Show Links Gestimer In Your Face Ghost Join the Conversation Merch Come chat on Discord! Twitter/ovrtrd Instagram/ovrtrd Youtube Get the Newsletter Thanks! You’re downloading today’s show from CacheFly’s network BackBeat Media Podcast Network Check out more episodes at overtiredpod.com and subscribe on Apple Podcasts, Spotify, or your favorite podcast app. Find Brett as @ttscoff, Christina as @film_girl, Jeff as @jsguntzel, and follow Overtired at @ovrtrd on Twitter. Transcript Erin [00:00:00] Introduction and Guest Introduction Brett: Hey, welcome to Overtired. It’s me, Brett Terpstra. Um, Christina and Jeff are both out this week, but I have Erin Dawson here to fill the void. Hi, Erin. How you doing? Erin: Hi Brett. I’m well. How are you? Brett: I’m, I’m, I’m okay. So before, like, for people that haven’t tuned in with an episode with you before, give your, give yourself a brief introduction. Erin: Hey folks, my name is Erin. I, uh, make art under the name Genital Shame. I’m based in Los Angeles, California, and I used to work with Brett Terpstra. Siri Mishap and Water Troubles Erin: I’m doing, I’m doing, uh, you know, that broadcast voice, but I’ve started to. When I’m using CarPlay, I’ve started to speak to Siri in my own Siri kind of as a bit, but I really enjoy doing it.[00:01:00] Hey Siri, play REM. Oh shit. It just, I shouldn’t have done that. I’m so sorry. That activated mine. Um, oh no. And now my home pods are doing it. Can you hear that? Brett: I can Erin: I literally have to turn that off now. I really apologize. Ready? Brett: we’ll wait. Erin: Anyways, that’s, this is a shit show. Okay. I’m turning it off. Uh, that’s who I am. I’m someone who activates, um, the, the dingus. Brett: activates digital assistance. That’s amazing. Um, so update on me. I got water back after four and a half days with no running water. Um, but now I’m showering and washing dishes like a pro. Erin: Oh my God, I’m so that, that truly sounds horrific. Brett: It was, you don’t realize exactly how much of your life [00:02:00] revolves around just running water. Um, it’s true of like anything, when your power goes out, when your internet goes out, when your water goes out. We’ve had all of those things happen frequently over the last year. Um, and you, you realize exactly like how handicapped you are without these kind of. The modern conveniences we take for granted? Erin: Did your pipes break? Brett: No, uh, they did freeze. Uh, the solution to the water problem was heat lamps on the well pump. On the on the pipe, the underground pipe that goes from the well pump into the house is about a foot underground, and that’s where the freeze happened. So we had heat lamps on the ground for two days while we were waiting for a plumber to show up. We just decided to try heating things up and after two days it finally creaked [00:03:00] into life, and then we ran a bunch of water and got it all cleared out. And then you Erin: have a TLC show. Now you’re Brett: you know, Erin: solving Pioneer Living. Uh, Brett: You know what happened because of that, to flush the toilet while that was happening, we were melting snow on the stove and on the fireplace and dumping it into the toilet. But when I first started, I didn’t know you could just dump like a gallon and a half of water into the bowl and it would flush. So I was filling the tank up, which takes about twice as much water. And because I was doing that, I was putting a bunch of silt from the snow. Into the tank. So the little, the rim holes around the inside of the rim of the toilet where the water swirls in those filled up with silt. So once we got running water again, the toilet wouldn’t flush all the way. And I had to go in with a coat hanger and try to clean out all of those holes in the toilet. And I got it [00:04:00] clean and it flushed all the way twice and now it’s. Stuck again because I’m just pushing shit in with the coat hanger. And the silt Erin: by shit you mean you mean silt. Brett: silt? Yes. The, the, the silt is still there and as the water runs it just fills the holes again. And I don’t yet know how to fix that, so that’s gonna be a thing. That’s what I’m doing after this. ’cause, uh, the toilet. It sounds like it flushes all the way, but then you leave and the next person comes in and says, oh my God, why didn’t you flush? Because you know there’s floaters in the toilet. Erin: I. Just watched a Todd Salons movie and, and there is a scene in which, um, a character is, is being sort of abused by her family and the abusive family says, we’re laughing with you, not at you. And she [00:05:00] says, but I’m not laughing. You know, and I apologize. I don’t mean to laugh, but that, that sounds truly horrific. Brett: Yeah, that, Erin: I mean, the shower alone, I, I don’t know about you. I use showers to process, Brett: sure. Erin: you know, showers and walks. That’s where I do it most. Mental Health and Daily Struggles Erin: And like I, yeah, I need it to, this is a very 2019 way to frame mental health, which we can pivot to. Um, but I use it to regulate. Do you remember when we used to say, I feel unregulated? We don’t say that anymore. Brett: I do remember. That was a while ago. Erin: Yeah, it’s 2019 to me, but it maybe had a shelf life beyond that. I don’t know. Brett: Yeah. Erin: but yeah, I use showers to regulate. So even if you’re kind of like me, I, my heart goes out to you that that is really not just inconvenient, but like bad for your mental health. Brett: Your quote reminded me [00:06:00] of an and or quote that’s been going around where it, it’s so, uh, I can’t remember who, but someone says, uh, if you’re doing nothing wrong, what do you have to fear? And the response is, I fear your definition of wrong. Erin: Mm. Brett: I’m like, yeah, nope, that, uh, that’s very apropos to the current situation in Minnesota. Um, but yeah, let’s do mental health. Tell me about your mental health. Erin: Yeah. Uh, I’ve seen better days have been the star of many plays. Do you remember that song, Brett? Brett: No, I don’t know what you’re talking about. Erin: All right, cool. Um, I don’t believe in resolutions because I, I went to college, but, but I do believe in the power of January as a moment of. [00:07:00] Intentional reflection and yeah, goal setting, which can be different than resolutions. And for this January, January, 2026, I put a lot of pressure on myself to sort of remake my physical life, which I hoped would have knock on effects for my mental life. So what’s that mean for me? Every year for the last three or four years, I have done dry January dj, and in the past, the keto diet has worked well for me. So I thought in January that I would, with, with these powers combined, I would become, you know, a superhuman. I’m like 20, 26. I’m getting really, I’m gonna get really hot. And I’m going to [00:08:00] be very critical about the role that alcohol plays in my life. And what had happened was, without getting too much into it, I had a bad first week and it kind of snowballed, reverse snowballs. How does a snowball, what is it? I don’t know. It just got a lot of your, your, your toilet silt in it. Yeah. And, um, and I had no release valves for dopamine. Um, because on keto you’re not eating bread. You are not having sugar. I wasn’t having any alcohol. Um, also, and, and I’ll, I’ll shut up about this in a second. I have a foot injury. A right foot injury, something called turf toe, not TERF, but TURF. [00:09:00] Um, it’s basically what happens if you kind of stove your big toe. There’s a in the ball of your foot that’s like a repetitive stress injury. I’m not a p uh, podiatrist, but that’s, that’s my beat. Very basic understanding. And so what does all this mean? That mean this means that it was like a perfect storm of like. I can’t exercise and I exercise is really, plays a really huge role in my mental health. I am in two different basketball leagues, you know, uh, I take a lot of walks. I’m a runner. Couldn’t do any of that. And I couldn’t have Alfredo and I couldn’t have fornet. And so no wonder. And in hindsight with therapy, I’m like, yeah, no wonder I, I just didn’t have any release valves, um, for joy. So in the third week I’m like, fuck [00:10:00] it, I am gonna have fries and I’m going to have a tiki drink. And I don’t regret doing that, but I fear. That, and I think, I think you have this too, Brett, the like, puritan guilt, complex guilt for just like not organizing a particular corner of your fridge correctly, just like that level will give me, be like, oh man, I, I really do suck. Huh. Um, so that scales, you know, that feeling and that complex scales and so it’s easy for me to be like, man, I have no integrity. Huh? I really just. When I got tough, I just, uh, which is also an unhealthy way to think about things, but, um, but I’m, I’m kind of over it now. Uh, but uh, I was pretty disappointed in myself for a while there. I still kind of am. That’s how I’m doing. Brett: Wow, that sounds, that sounds pretty rough. [00:11:00] Physical Health and Exercise Challenges Brett: I, uh, I don’t, I, so I haven’t had a drink in as long as I can remember. Um, because I have a very short memory. It’s only been a matter of months, but, um, I do, I don’t miss drinking. I miss having that release. Um, and I, my only substitute has been CBD. Which is, you know, doesn’t do jack shit. Uh, it’s like a mental game for me. Um, have a, I I I’ve switched to drinking CBDT ’cause it’s way cheaper than like CBD carbonated beverages. Um, so for like 50 cents I can have a mug of five milligrams of CBD and pretend I feel okay. Um, that’s. It’s alright. Um, I do, so my release has been consuming [00:12:00] these outshine coconut bars, which. I find a perfect blend of fatty and salty and sweet and, um, they, as of like two weeks ago, outshine has discontinued them, which had an outsized effect on my mental health. Erin: Yeah. Brett: I bought the last three boxes that were at the grocery store, and those lasted a little bit, and then I was down to two bars and I decided, I, I I would ration them. And night after night, I just looked at those bars, but I wouldn’t, ’cause if I ate one of them, that would mean I only had one left. So it’s easier for me to have two left. So I had two sitting in the fridge, and then yesterday l went to a different grocery store and I said, just on the off chance would you check. And she came home with seven [00:13:00] boxes, six to a box. So yeah, I, I got, I hugged her. They were not expecting it. I like jumped up, just effusively, Erin: What do you, I have never had even this affinity for like my favorite meal. What do you like about these bars? Brett: Oh my God. They just like, I don’t know my, they like dopamine rush, pupil, dilate. Um, Erin: D filled? Brett: no, they’re just sugar. It’s sugar and coconut. Sugar and coconut. Dairy free. Gluten-free. Like it’s a, it’s a sugary snack and. Uh, so I’ve been like my, I don’t know what happened. Uh, it somewhat coincided with my last weight gain, but not exactly. But now I can’t stand up for more than about five minutes. [00:14:00] Um, just like if I empty the dishwasher, the, the act of bending over a few times, I have to sit down and I have to recover for 10 minutes. My back just freezes up and I’ve gone through physical therapy and I have, I like push myself every time it happens. I like, without injuring myself, I try to push it and try to strengthen and nothing helps, like nothing changes at all. That combined with my dizziness, which is still a thing, means the only exercise I’m getting is like half an hour a day on a recumbent bicycle, um, which gives me leg exercise and a little bit of cardio and not much else, and it doesn’t seem to strengthen my back at all, and it doesn’t seem to help me sleep and I keep doing it because I have that guilt thing. If I don’t do anything then. I’m a piece of shit. Um, but [00:15:00] man, I, yeah, the coconut bars are like the only, the only way out. Erin: The Brett: all I’ve got. I’m working, I’m working on finding something new because seven boxes will last a while, but not forever. It’s still a finite amount. Um, Erin: of spring, maybe you Brett: yeah, no way. I eat, I eat a couple a day. Erin: Oh, okay. Brett: a once a week treat for me. Um, so, so I, I’m trying to like ration and I’m trying to find an alternative that is more healthy, not less healthy. Um, we’ll see. I’ll keep you posted. Erin: The guilt thing. I’m gonna, I’m gonna be thinking about the, uh, digital device dingus thing later, there are people for whom, you know, but wait back to the, the treats and living a treat based [00:16:00] lifestyle, which I’m really trying not to do. I’m really trying not to Brett: reinforcement. Erin: I think I, this is the second time I’m, I’m bringing up therapy, but I think I, I brought up that I live a treat based lifestyle up to my therapist and she didn’t, doesn’t love that paradigm of thinking. Um, but it’s kind of all I know. And for me, you know, given this month the treat that I have had before breaking. And now I’m in this habit, and now I’ve, I’m in a trap. I have taken two using, having heavy whipping cream in my coffee each morning. Um, and it’s like adding ice cream to coffee. And so I make my coffee and I have my heavy weapon cream, and I get my little frother that [00:17:00] looks like a vibrator. A very small vibrator, and I do vibrate heavy whipping cream with my coffee in a deli container. And that, unfortunately, I, I’ve tried going back to black coffee, which is my norm. Can’t do it now. I, I really, I’m trapped and unfortunately that is the height, that is the best part of my day. Brett: Do, do Erin: coffee. Brett: I have a suggestion? Um, have you ever tried barista blend oat milk? Erin: I don’t do oat milk. I’ll just say it. Brett: Okay. Erin: Yeah. Brett: It’s all I do. I, I like for me, whatever milk I’m used to is the milk. That’s good. Um, and like I got used to soy milk and everything else tasted crappy. And I got used to almond milk and then I finally like switched to oat milk, got used to that. And [00:18:00] now every other milk tastes terrible. But once Erin: Yeah. Brett: I switched to oat milk, I no longer could like make a good, um, like latte. And I like, it didn’t, uh, it didn’t foam at all. But then I found Barista Blend from C Calisa Farms, and it’s like a full fat oat Erin: Oh Brett: for as much fat as you can get out of oats. And it, it, it fros. You can put it in a steamer and get a nice big frothy latte out of it. Um, but just a suggestion. I can’t do the heavy cream, or I probably would just by lactose intolerance and Erin: Yeah. Brett: lactose allergy. Productivity Tools and Sponsor Message Erin: We talked about, I’m gonna try to combine two topics right now. We talked about Gude and you also suggested before we started recording that I stop you at a half hour [00:19:00] for the A read. We’re not quite there, but as soon as you said that, I pulled down on my. Menu bar, a little app called Just Timer. Brett: I love that app. Erin: Do you Brett: yes. Erin: I, I have, I do have not upgraded to the sequel. Just Timer two, I think it’s Brett: I haven’t tried that. Erin: I think I, I think I tr I did a trial Brett: It’s just such a good idea. Erin: it’s great. And so. have about nine minutes before you’re requested, but I, I just wanted to, I guess, shout out Jess Heimer because it rules. Brett: Yeah. No, it’s such, it’s so for anyone who hasn’t used it, it’s just a way to like, it’s almost like pulling a cord. To set a timer, and it’s just this simple, like you reach up to your menu bar and you just pull down and you pull down the amount you want and you let go and you’ve got a [00:20:00] timer running and it’ll remind you in that amount of time Erin: The main use case I had for that when we worked for the Borg together on the Borg team, was using text expander to, you know, if we had a meeting at three o’clock, I would pull it down for 2 55 and type. MTNG, and that would create a, a string that just says meeting in five exclamation mark. Um, it’s just, it’s just a great time saver and, and keeps you honest and yeah, it’s a great app. Brett: I, uh, I’ve written a lot of command line utilities, so I can like, just on the command line, I can just type, remind me five minutes and then a string, whatever to do, and it runs in the background and it uses like terminal notifier, whatever’s handy at the time to like pop up a reminder. But I kind of gave that up. So now I use just timer. And have you seen in your face. Erin: I don’t know in your [00:21:00] face. Brett: In your face ties into your calendar. You tell it to go off, say five minutes or one minute, or on the time, and anytime an event happens, it blocks out your screen. Pops up a little dialogue telling you what you’re supposed to be doing at that minute and you have to like say, join call or dismiss. And, um, ’cause I, I miss notifications all the time. And when we were working for the board, I would just completely miss meetings because I’d get into coding. I wouldn’t notice the little. Things in the corner, I’d be focused on code and I’d look up two hours later and be like, oh God, I gotta text someone. Sorry I missed the meeting. So in your face stops me from working and like, takes over the screen. Erin: That Brett: So those are, that was our gratitude. I’m gonna do a, a quick sponsor read. Sponsor Break: Copilot Money Brett: This episode is brought to you by [00:22:00] copilot money. Copi copilot money is not just another finance app. It’s your personal finance partner designed to help you feel clear, calm, and in control of your money. Whether it’s tracking your spending, saving for specific goals, or simply getting a handle on your investments. Copilot money has you covered as we enter the New year. Clarity and control over our finances have never been more important with the recent shutdown of mint and rising financial stress for many. Consumers are looking for a modern, trustworthy tool to help navigate their financial journeys. That’s where copilot money comes in. With this beautifully designed app, you can see all your bank accounts spending savings, goals, and investments all in one place. Imagine easily tracking everything without the clutter of chaotic spreadsheets or outdated tools. It’s a practical way to start 2026 with a fresh financial outlook. And here’s the exciting part. As of December 15th, copilot money is [00:23:00] now available on the web so you can manage your finances from any device you choose. Plus, it offers a seamless experience that keeps your data secure with a privacy first approach. When you sign up using our link, you’ll get two months for free. So visit try dot copilot money slash Overtired to get started with features like automatic subscription tracking so you never miss a renewal date again. And customizable savings goals to help you stay on track. Copilot money empowers you to take charge of your financial life with confidence. So why wait start 2026 with clarity and purpose. Download copilot money on your devices or visit, try. Do copilot domo slash Overtired today to claim your two free months and embrace a more organized, stress-free approach to your finances. Try that’s, try copilot money slash Overtired. On Aging Brett: Ugh. [00:24:00] people are, people aren’t gonna know how many edits I put in that. had a rough time with that one. Erin: Reading’s hard. Brett: I’m, I’m, I’m working on my two big displays. I have two, like 27 inch high def displays, but I, I’m used, I’ve been working on my couch on my laptop for months now. Um. Like Mark II was written entirely on my couch, not, not at this fancy desk I have. Um, and on this desk everything is about three feet away from my face, and I don’t have the resolution set to deal with the fact that my eyes are slowly turning to shit, so I can barely read what’s on my screen anymore. I have to like squint and lean in, and. Vision and Aging Brett: It is so weird that I, I’m told this is just a normal thing that happens at my age, but when I try [00:25:00] to read small print on something, I can’t see it. But if I lift my glasses up and remove my glasses, everything within a foot of my face is clear as day, and that never used to be the case. But now I can see way better without my glasses than with my glasses at very close range. Which means when I wear contacts I really can’t see either. They gave me a, a special kind of contact that the eyes are interchangeable. I have different prescriptions in each eye, but it doesn’t matter which. So the contacts are kinda like universal. I don’t know how it works, but they’re supposed to give you pretty good distance and pretty good closeup while not being especially good at either. And they’re okay. Um, I can’t really, I have to squint to read street signs and I have to squint to read medication bottles and I just spend a lot more time in glasses. Now. Erin: This is one of those [00:26:00] moments where I cannot relate, but I am here Brett: Do you have 2020 vision? Erin: I believe I do. Brett: Wow. Must be nice. Erin: It is nice and I’m gonna own that. Yes, I’m privileged. Ocularly, get off my back about it. Brett: I, I wasn’t giving a shit. I’m, I’m happy for you. I had 2020 vision up until I was about Erin: 2020. Brett: 10. Erin: Oh Brett: I got glasses when I was 10. I. Erin: mm. I bet you Brett: I guess no, I did not have 2020 vision. ’cause I remember at the age of 10 when I got glasses and realized that from a distance, trees had leaves, um, I was like, oh my God, I’ve been missing out on Erin: God is real, bro. Intelligent Design and Evolution Debate Erin: You know, Christians usually, I don’t know about you, but sometimes I, I grew up [00:27:00] with this idea that like. Intelligence, intelligent design is a thing because take something as incredibly complex as the human eye. Tell me that there wasn’t a designer for that, but also like if you’re over 30, like take something as complex as like the human back. it’s not that they’re not that they’re saying that eyes don’t have quality issued degradation over time. It’s a different argument, but it’s just like also like not everything’s that intelligent. I mean, Brett: but the other part that I grew up with was that our, we aged and our eyes went bad, and our back went bad because of sin. It was all like a result of the original sin, and according to like Young Earth creationists, like every generations of humans that get farther away from Adam and Eve. Get [00:28:00] are, are in worse health. They’re, they’re genetically deteriorating, uh, Erin: they’re genetically sinful. Brett: Yeah. And it, it is. I don’t know. It took a long time to unlearn a lot of that stuff, but my dad brings Erin: evil. Brett: it’s called the watchmaker argument. Um, and my dad brings it up anytime we start talking about evolution, which I generally avoid these days, but he brings up the idea of the, the eye, the human eye. Erin: They love the human eye. Brett: I explain to him the, the process of like light sensing cells on amoebas. Erin: Our skin Brett: how, and how they developed into maybe a light sensing cell with a water sack, and then that developed into over time a retina. And like it’s not designed. Um, dad, it, Erin: Oh dad. Brett: yeah. Erin: Anyways. Blogging and Social Media Verification Erin: Can I talk to you about [00:29:00] blogging? Brett: Could you please? Erin: Well, here’s, let me set the table so I not to brag. Became Instagram verified recently. Why? Brett: Must be nice. The Cost of Verification Erin: Yeah, Brett: More privilege. Erin: the first, the eyes are now $13 a month. I don’t know, I don’t know how the bank’s, you know, letting me spend all this, but, um, I did it because, as I said at the top, when the REM may have been drowning me out, I don’t know. Um, I make music under the name Genital Shame and. Over time, as my account has grown on that particular platform, I have had other people alert. I’ve had followers alert me that there’s a new genital shame that just popped up in their feed asking for, Hey, my account was just hacked. [00:30:00] Like, can you help? You know? And I just thought that like for $13 a month, you know Brett: That’s how they get you. Erin: That’s fine. Yeah, get me. I’ve, they already, they already got me. Um, unfortunately, Brett: Zuckerberg that cloned your account. Erin: I got sucked. Embracing the Content Game Erin: So I, so now that I’m verified, I’m, I’m kind of leaning into playing the stupid content game, which is this, which is how, here’s how I think about it. I believe in my art. I believe in what general shame is and I want the maximum amount of people to experience it. The maximum amount of people are in the primary world, which is to say the digital world and the folks with who would resonate with general shame the most are on a platform called Instagram. So it makes sense [00:31:00] for me to play the game, which is like get the. Aforementioned eyeballs on my stuff. ’cause again, I believe in it. So I’ll do whatever it takes. Inc. Like we live in the world of Caesar. We own to Caesar. What a Caesar, in this case, Zuckerberg is Caesar, whatever. So one of my January projects, you know the, the Capital G. Capital M, good month that I was supposed to have was to block out some ugh content. To record some videos, right? Some reels of me playing Bach, of me playing, um, my favorite carcass riff or whatever. And so I found myself writing little essays about each of these things. You know, for the Bach one, there’s, I started writing about how, you know, I don’t believe in God anymore really, but [00:32:00] if I was to cite one thing that gets me. Close to it, it would be Bach like. I’m not predictable like it is. It resonates with me so fundamentally and so deeply that like that is the one thing. And I ended up writing way more than can probably fit within an Instagram comment. And then I got bit by the bug, which is like, do I, should I? Extend this to a platform that is more appropriate for long form writing. So then I’m like, okay, Erin, be realistic about starting projects that you don’t finish or won’t be consistent with. So for me, I’m defining that as one blog per month seems reasonable enough. I don’t know, but I really, I’m a writer. When we were part of the [00:33:00] Borg, you know, we were writers partially, and I found that writing alongside these stupid reels was really satisfying. Exploring Blogging Platforms Erin: So then I’m like, okay, what in 2026, what levers do I have to pull? For this type of platform. We got Ghost, we got Tumblr kind of making it a comeback. We’ve got Substack, which has shitty politics. Um, I could do something on my GitHub pages or something if I wanted to, but I. Don’t know. I don’t know how to make this decision. This is, I, I’m just bringing this up as a topic. I don’t have anything further than that. I think you may have mentioned a platform that you like, but I just thought it might be interesting to talk about. Probably Brett: No, there are, there are a lot of options. I personally. Have gone the way of static site [00:34:00] generators like GitHub pages would be, um, and will probably never go back to anything that’s based on a database or requires an online subscription. Um, I just pay a few bucks a month for a shared host and our sync, my blog to it, um, which is a super nerdy way to blog. Um, but ultimately you get. A, a folder full of markdown files that you can do anything you want with, and you can turn it into a book. You could turn it into a searchable database in obsidian. Um, you could load it up in NB ultra and have full text, rapid search, and all these things that you can’t really do with something like WordPress or Ghost. Um, WordPress is still the heavyweight. as much as it’s kind of a beast and I don’t enjoy using it, um, but ghost, [00:35:00] I just, so I’ll tell you why I bring this up in a second. But, um, ghost seems like maybe the best intermediate option. Um, I, I don’t like blogger. I don’t like Google. Um, I don’t have a lot of faith in Tumblr. be, uh, to have longevity. That’s the other thing about a static site is. I am in full control, and if I want to sunset it at any point, I just cancel the domain. But as long as I have a web server, I have a website, and I’m not dependent on any service that, you know, showed up and failed to make a profit and then terminated, as we’ve seen multiple platforms do, um, or, or turn into like a heavily paywall system that is geared like medium. Substack where [00:36:00] ultimately it’s supposed to be a moneymaking endeavor for the writers and like I use my blog as a marketing tool, but I don’t expect a lot of people to pay to read my blog. That said, I am pay walling some content these days, um, just to get people to pitch in a few bucks a month because. I never got into Patreon or anything, but I’m building this tool. This is a side note. Um, I showed you the icon for it the other day, but I didn’t show you the tool. Um, it’s called blog book. And right now it works perfectly with WordPress, but I, this morning I’ve been working on adding Micro blog, which is another good option. Um, and it might, micro blog might actually be kind of, no, it’s not, it’s got like a 300 character limit for most posts. But, um, anyway, uh, [00:37:00] micro Blog and Ghost. I’m adding so that if you’ve had a blog for a couple years and you want some kind of hard copy. This app will pull in all of those posts, let you Filch them by author or by tag or category or a date range, and it’ll generate a markdown book for you. And you can load that up in Mark three, and you can create an eub that you could go sell if you Erin: Oh wow. Brett: Um, you could turn it into like a PDF for distribution or just for your own archiving. Um. I may add more platforms to it over time. Medium killed their API. Um, so I can’t, as much as I would love to have it work for Medium, I think it would be really useful for medium authors. Um, medium made that impossible, but, um, but yeah, I actually, I built that app in about a week and I’m gonna sell [00:38:00] it on the app store as kind of a companion to Mark three. Um, as like a one-time purchase, not a subscription. Um, but yeah, I, I love blogging and I love blogs. I’ve been blogging for 30 years and I, I don’t know what I would do for expression, ’cause I’m not, I, I, I use Mastodon and that’s about it for social media. Um, I still have, uh, uh. Instagram account and I log on and I, I love seeing your, your older reels where you would just like, just fuck around with a cord or a simple progression and the face you would make when you messed up. I love that. Erin: I’ve never messed up. I don’t know what you’re talking about. Brett: I would watch just to see you make that like grossed out face. Like, what the fuck sound was that? Um, um, [00:39:00] but. Yeah, I, social media is so ephemeral though. It’s, there’s no guarantee of your post being anything other than AI fodder and like, I left x, I left Twitter. Erin: Everything app. Brett: Yes. Um, completely deleted myself there. Um, deleted myself on threads. I still have a Facebook account. Um, Facebook and Blue Sky are actually surprisingly my political activity accounts. Um, Facebook is where I complain about billionaire. Um, about Zuckerberg’s and the what not. Um, and it’s where I share with my activist friends in the area, like it’s mostly for local people. And then Blue Sky is where I get like all my anarchists. News and all of the news right now from like the [00:40:00] front in Minneapolis, the people that are out there doing direct action and, and uh, mutual aid and seeing things live as they happen. And I never appreciated blue sky until the federal occupation of Minnesota and then suddenly it became my primary news source. Um, so Erin: pretty good for that. There’s a, there’s a journalist I follow there. I think she’s pretty, like the, the, the trans beat is her beat. Erin Reed. Um, she’s really great. Um, but you’re, you’re all, all that to say, I think blue sky functions really well. Yeah. As like a, a new, like, I canceled, I canceled my New York Times subscription, um, because god damn, Brett: Yeah. Erin: just their opinion section alone is just trash. Also, yesterday, um, you know, the time of this recording was, there was a protest in March yesterday, which very cool. I also. Canceled. The, [00:41:00] another, another dimension of that day was about, you know, anti consumption, not spending anything, not buying anything, and canceling subscriptions if you can. And yesterday I did cancel my prime subscription, which was hard to do. But, you know, I did, I and I, I was thinking about this a couple months ago before moving, but I was like, you know, I’m gonna move. I’m only human. Like the two day shipping thing is going to come in handy for real. Like ordering things to the new apartment knowing that it’ll get there. You know, I’m glad I did that. That’s cool. But like, now’s the time where I’m a little more settled and I can do that. And so I did that yesterday. Um, but anyways, blue sky’s cool for political stuff. Brett: I. I have been trying to cut Amazon out. I removed Alexa from my life entirely. Um, I had it, Alexa is a good [00:42:00] cheap solution for like whole home automation. Um, so, but I replaced that with home pods and, um, I only buy from Amazon if I absolutely can’t find something somewhere else. Um, because these days, because of competition with Amazon, almost every vendor will offer free shipping. Not always two day shipping ’cause they don’t have the infrastructure for that. Um, but, uh, but I’ll get free shipping and I’ll get comparable prices. And Prime doesn’t really save me anything anymore, and I never use Prime video and I’m Erin: terrible streamer. It’s a terrible streamer. Brett: I’m on the verge of canceling that as well, and once I do that, I will be mostly free of Amazon. Erin: That rocks do. I think that’s really cool. I, I was thinking about this the other day too, that like canceling Amazon [00:43:00] has knock-on effects that I think are really positive as well. For example, you know, I’m lucky to live in a city where, you know, I have within walking distance to me a lot of options. So if I needed packing tape or I needed. I don’t know, some pilot G twos or whatever, like instead of for let’s say, let’s say it’s a project specific thing, like I need a certain type of pen or whatever. Instead of being like, I will order these, do the two two day shipping and put off that project for when I have that tool. Instead, which shifts the nature of the project. Like on a project level, you’re thinking about differently already. And so instead, by not having the affordance to do that, I can get out of my house. That’s a good get sun. That’s another capital G. Good. See human beings interact with human beings, you [00:44:00] know, and then also do the project the same day and not give money. To AWS, which is the backend for a bunch of evil shit. Like, it just like, you know, it stacks. Brett: Yeah. Erin: So, I don’t know. Brett: Yeah. I don’t have options Erin: It’s a lot. It’s a privilege at see above, like I’m very ocularly privileged. Brett: Yeah, no, I, I mean, there are, there are some good. Stores in my little town. Um, we are, we are fortunate to have a community that will support some more esoteric type of stores. And I don’t shop at Target and I don’t shop at Walmart, so, um. I have to depend on the limited selection in small town stores, and a lot of times I can make due with what I can find locally. Um, but I do have to [00:45:00] order. Online a lot, which is why it’s been a slow process to wean off of Amazon. But Amazon is shit now too. Like you, it seems like you have selection, but you really don’t. It’s just a bunch of vendors selling the same knockoff thing and, uh, you don’t save any money if you’re buying like an original version of a product that Amazon didn’t already like bastardize and undersell, um, or undercut the seller on. Um, and it’s so much low quality and they tell you every time you buy Prime tells you you’ve saved $5 with Prime, but if you went to the actual vendor website, you would’ve saved that $5 anyway. Um, it’s shit. Amazon is shit, but yeah. So anyway, about, about, yeah. Erin: Um, uh, go ahead. Brett: I was gonna ask that we, we kind of trailed off on the blog discussion, but I just wanted to say [00:46:00] like, if you have questions about any platform or you do wanna do like a static site, I’m more than happy to help. Erin: Thanks Brett. I think I was gonna, I might take you up on that I, another direction I was going to go with this is like, I could also see someone saying like, systems order thinking. Like, what is your goal? Like, who is this for? And that’s also where I have some internal resistance because I’m on the precipice of being a douchey content creator or something in which this fits in. being cute about it, but like this fits into an ecosystem of like maybe a new career pivot for me. ’cause we’re not part, part of the Borg. So like I’ve started teaching guitar, like I went to school for music. I used to teach guitar a lot, classical and jazz guitar, and I haven’t done it for like 15 years. I just started doing that again and I can’t believe. [00:47:00] A couple things. How good I am at it. I’m a natural, like I, it sucks to be good at something, but you know, it, it doesn’t pay at all. So it’s like, um, so a couple things like do I want to start teaching again and do I want a blog to sort of be part of a funnel into a Patreon? And do I want the Patreon and. All these questions, you know, start forming around this. Like, well, I just want a blog. It’s like, why, why do I wanna blog? And I, I don’t think I have to have the answers to those questions right now. I don’t. But it seems like the choices you make, the very, like the zero width choice you make for a tool like this is really important. So that’s, that’s the other kind of. I’m having [00:48:00] internally about it, who cares? Like all the stakes. Ultimately, who, who gives a shit? Like, there are no stakes here. But I, I do think about it as a sort of like, you know, The Decline of Blogging Brett: I, I will say that everything about my career is due to blogging. Like since, since like the year 2000, um, every job I’ve gotten has been because people found me via my blog. Um, and when I have like applied for a job, they’ve used my, they’ve been like, oh, we went and read your blog and we think you’re a great candidate. Erin: But don’t you think the excuse my use of this term, the meta around blogging has changed? Or do you think it’s like that stalwart Brett: it, it, it really has like tremendously. Um, Erin: like just to be crude about it. Okay. Brett: Yeah. So like in, uh, maybe. [00:49:00] 2015, I was doing about a hundred thousand page views a week. Um, right now I’m down to more like, I think last time I checked I was doing like 8,000 page views a week. And if I look at the charts, it’s just been a steady downward trend. Um, people are not you, pe so, okay. That said, I still get about 30,000. Hits a week from RSS, which means there’s, for a nerd, for a tech site, for a tech blog. Like there’s still an audience that uses the ancient technology, RSS, um, and I get a lot of traffic from that. But in general, like social media has eaten my lunch as far as blogging. But that said, like, the only reason anyone knows who I am, and I’m not saying I’m famous, but like I, I Erin: I’ve been to Max. [00:50:00] You you have an aura? Yeah. Brett: and uh, it’s all because of 30 years of blogging. And I think, honestly think it takes like 10 years just to build up a name. So it’s not like a, oh, I’m gonna start a blog for my shop and everything’s gonna take off, Erin: Yeah, I think, I think if you, for, for the employment alone, it might, it might be worth it, I think. I think that’s huge. Like, you know, the Borg or Pre Borg, a OL where, you know, like if, if, if they were like, oh my God, yeah, you’re Brett Terpstra from Brett TURPs. Uh, like that’s worth it even if you’re getting zero clicks and they found, you know, Brett: What do you Nell from the movie Nell? Um, did you Did what? Oh. Did you give up on finding, uh, gainful employment? Navigating Employment and Content Creation Erin: no. But I give I [00:51:00] gainful employment. Um, no, but I’m taking it a little sleazy and I’m taking it a little easy. Um, unfortunately, it is a truth universally acknowledged. My version of every gainful employment that I’ve, that I’ve enjoyed is through blogging. My version of that is any. Job at that level that I’ve enjoyed has started with a dm. It’s never started with a, a shot in the dark application through Workday. Like it’s just, and I’m convinced that that’s true for everyone. Like I suspect that’s maybe the dark truth that. The it, it’s not what you are or what you can do, it’s who you know, unfortunately is an organizing principle for anything in life basically. And [00:52:00] being under someone’s employee is probably no different. So on one hand, the Puritan. Really creeps up on me here. On one hand, I’m like, oh, I’m not really spending a lot of time crafting my portfolio. I’m not really spending a lot of time crafting my resume and tailoring it to this position. I should really be doing that. I, the economy is be, my bank accounts are really behooving me to do that. But on the other hand, I’m balancing it with that truth, which is. waiting for the dm. I’m sending dms. I can play that game if I want, and I’m kind of trying to, but only to get the guilt monkey off my back, not because I have good. It’s a good faith bid for the universe, for some HR hiring manager, whatever, to be like, okay, I’m gonna Filch by this. I’m Filch by this. This is a cool candidate. It won. I’m convinced it won’t [00:53:00] happen like that. I could be wrong, and maybe that’s the case for you too, but like it’s more of a personal connection off of CRMs, know? Brett: I, uh, I stopped panicking. My, my app income is sufficient right now to survive, and I’m working to make it more than just survival. And like over the, over the course of a few months, I sent out prob, probably 150 resumes, like shots, shots in the dark. But I had, I had referrals, multiple referrals from. AWS Google, apple, like meta, like I had people at all of these places and I still, I could barely get a response. Um, I would apply for jobs I was wholly qualified for. I would, Erin: Probably overqualified Brett: I would craft the resume. I would take my time, and I wrote a different resume for each, at least [00:54:00] for the big ones. And, yeah. Yeah, I did it all. I had a whole, I had a whole workflow, an automated workflow where I could just write like in markdown and then hit a button. It would generate like a nice PDF that I could Erin: God damn right. Yeah. Brett: Um, and none of it, it didn’t do any good. And eventually I just stopped wanting it. Um, I would much rather just make my own way at this point. I couldn’t. I can’t wrap my head around being in a corporate environment anymore. I just don’t, I don’t wanna play that game. I want the money, I want the steady paycheck, but I just, I can’t play the game. Erin: Is the game to you doing the like, um, dom sub theater of like, I must respect my manager. My manager knows the way, even if they’re wrong, I ch raise my, you know, objections lest I Brett: know me, you know, I objected all the time. [00:55:00] I, I was full of objections and I, I don’t like, I don’t like the, I don’t like sitting in meetings. I don’t like pretending to care about someone else’s project. Erin: That’s it. That feels wrong to you, I feel like. Is that right? Yeah. Brett: Yeah. Erin: Yeah. I’m happy to do that for Brett: I’m not an employee. I can’t. Erin: Yeah. I don’t identify as an employee. I heard someone say, I think around. Last year’s pride as a bit, um, that we need to add con a content creator, stripe and color to the L-G-B-T-Q-I-A flag. And when I said that, I repeated that as I just said to you, to someone, and they didn’t laugh. I was like, oh no. Why have I surrounded myself with your life? Go away from me anyways. The Art of Dating and Bits Erin: I was on a date the other day. Brett: Yeah. Erin: And, um, Brett: Must be nice.[00:56:00] Erin: date privilege. Yeah. Being single. Mm. Love it. And, um, you know, I’m very sensitive to people who don’t do bits. Uh, I have an allergy to like selfer people. And, and this woman who was in like so attractive, like so attractive did a power move where she was like, we, we met at a coffee shop. And she was like, whatcha gonna get? I was like, oh, I’m gonna get a nice espresso. And when she went to order and I thought we were gonna do Dutch or whatever, she ordered her thing and then she was like, and a nice espresso as well. And I was like, oh, hot, cute. You harvested me for information and then used that as a power thing anyways, so that it was going well. But then we started talking and I was like, oh, she’s not really picking, I’m giving her, it’s like some like B [00:57:00] plus material and she’s not really responding at all. And we were talking about, I find it helpful on dates to acknowledge that we’re on a date and that we met on a dating app. So one way that I did this on this date was to say like, I saw someone with this word in their profile. What do you think it means? And the word was, or the phrase was, the desire was that they like to be corded, which I. I, I didn’t, I got into a sort of like debate with my other friend about what that means, what that means when someone puts that and they’re pan like, is that gendered, is that like a power thing? Is that like a noble abl thing? Like what is that? So we started talking about what it means to be courted on a date and she said something like, you know, a part of it too is probably that they like to be whined and dined. And I was like, in 69. She gave me nothing. I was like, [00:58:00] oh no, I forget why I brought this up. Um, Brett: I forgot too. Um, I like, I like that you associated corded with noble abl just. Erin: uh, Brett: As like a matter of course there, um, maybe they wanna gesture. Erin: oh, I think I brought it up because. I said that content creators deserve Brett: Mm, right, right, right. The bits we’re talking about Erin: Yeah, yeah, yeah, yeah. Um, Wrapping Up and Final Thoughts Brett: All right. Well, you gotta get going. I know we have like eight minutes. Erin: ooh, Brett: So we should give you some time to prep for whatever it is you’re cutting us short for. I’m not kidding. I’m just kidding. It’s like fif. We’re 58 minutes in. This is good. This was a good episode. Thank you so much for coming. Erin: I just did it ’cause I wanted to catch up with you to be Brett: Yeah. I feel like this was good. This was good for that. Erin: Yeah. Brett: Yeah. Erin: Thanks Brett. Brett: Well, good luck with everything. [00:59:00] been fun. Erin: Say the line. Brett: Get some sleep. Erin: Get some sleep. Brett, I.

Millionaire University
Balancing Leads, Delivery, and More in the "Messy Middle" of Entrepreneurship | Hope Trory

Millionaire University

Play Episode Listen Later Jan 30, 2026 51:15


#763 What happens when your business is working… but suddenly feels harder than ever? In this episode, host Kirsten Tyrrel sits down again with Hope Trory of HopeWorksDesign.com to unpack the messy middle of entrepreneurship — when leads are coming in, clients are paying, and you're suddenly balancing delivery and marketing at the same time. Hope shares how to use client feedback (and their exact language) to sharpen your messaging, improve onboarding/offers, and increase retention — plus why memberships can be co-created without overbuilding. They also dig into the power of simple, reliable systems (not just “shiny” AI tools) to lighten the load, and how to avoid time-sucking distractions like endlessly switching CRMs. Hope wraps by sharing her freebies, including the Accessibility Checklist (a win for accessibility and SEO) and her ACE Marketing Assessment to pinpoint what to focus on next! What we discuss with Hope: + The “messy middle” phase + Balancing leads and delivery + Using client language in marketing + Feedback-driven offer improvements + Memberships without overbuilding + Simple, reliable systems + Avoiding shiny-tool distractions + Automations that save time + Retention before new leads Thank you, Hope! Check out HopeWorksDesign at HopeWorksDesign.com. Get the free Accessibility Checklist. Take the free ACE Marketing Assessment. Follow Hope on LinkedIn. To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bridging The Gap
The Advisor's Forgetting Curve

Bridging The Gap

Play Episode Listen Later Jan 29, 2026 26:31


We like to believe we remember more than we actually do. In this episode of The FutureProof Advisor, I explore the uncomfortable reality of the forgetting curve—and why it quietly undermines even the best client relationships. Within hours, much of what we hear fades. Within days, most of it is gone. For advisors, that gap isn't just a productivity issue—it's a trust issue, especially when clients assume the details they shared still live clearly in our minds.The real challenge isn't collecting information; it's making sense of it. CRMs are great at storing data, but they weren't designed to help us connect ideas, patterns, and insights across time. I talk about the difference between managing data and managing knowledge, and how tools like AI note‑taking and structured systems can reduce cognitive load without distancing us from the relationship. When information is organized around action—not just compliance—it becomes easier to spot what matters and respond with intention.Future‑proofing a firm doesn't mean remembering everything. It means building systems that surface the right insights at the right moment. By accepting our human limits and pairing them with thoughtful processes and technology, we can stay present in conversations without constantly relearning our clients from scratch. The goal isn't more information—it's better continuity, deeper trust, and advice that feels personal because it actually is.

Telecom Reseller
Tresic: Turning Conversations into Revenue with the Tresic Intelligence Cloud, Podcast

Telecom Reseller

Play Episode Listen Later Jan 28, 2026


Recorded live at Cloud Connections, Doug Green, Publisher of Technology Reseller News, spoke with Kevin Nethercott, CEO, and Robert Galop, Chief Product Officer at Tresic, following the company's first public debut after operating in stealth mode. Nethercott and Galop described Cloud Connections as the ideal venue for Tresic's introduction to the market, noting strong engagement from CSPs, MSPs, and channel partners eager to understand how AI can be applied practically to communications. Drawing on decades of industry experience, the Tresic team positioned its mission at the intersection of communications, AI, and monetization—helping partners unlock new revenue using assets they already own. At the core of Tresic's offering is the Tresic Intelligence Cloud, a platform designed to treat conversations—across voice, messaging, chat, and social channels—as first-class business data. Rather than delivering generic AI summaries or call detail records, Tresic focuses on transforming unstructured conversational data into actionable intelligence that directly drives business outcomes. Galop explained that recent advances around “beacons” enable conversations to be analyzed in real time and after the interaction concludes. Tresic's After Call Co-Pilot and First Alert Co-Pilot address two critical business questions: what actually happened in a conversation, and what commitments or signals now require action. The platform automatically surfaces follow-ups, obligations, sentiment, and key moments that would otherwise be lost—routing that intelligence directly to the right people inside an organization. By doing so, Tresic effectively closes the gap between communications and systems of record such as CRMs. Every conversation becomes a source of structured actions, alerts, and insights without relying on manual data entry or post-call administration. This gives businesses a 360-degree view of customer interactions while accelerating revenue-generating workflows. Both executives emphasized that Tresic's AI is not generic. Models are trained using partner and customer data, enabling vertical-specific insights that reflect how each business actually operates. This approach allows CSPs and MSPs to differentiate their offerings with intelligence tailored to their customers' industries, rather than one-size-fits-all analytics. In closing, Nethercott and Galop underscored Tresic's partner-first strategy. The company goes to market exclusively through CSPs, MSPs, and channel partners—organizations that already own the customer relationship. Tresic's goal is to help those partners add a new intelligence layer on top of existing services, enabling them to double or even triple revenue without replacing their current platforms. More information about Tresic and its partner-driven AI communications platform is available at https://www.tresic.cloud/.

This Week in Startups
Clawdbot is an inflection point in AI history | E2240

This Week in Startups

Play Episode Listen Later Jan 27, 2026 62:14


This Week In Startups is made possible by:Quo - http://quo.com/TWiSTLemon IO - https://lemon.io/twistNorthwest Registered Agent - https://www.northwestregisteredagent.com/twistToday's show: Jason is back from Davos and Tokyo! We are jumping right back in with a group of Clawdbot power users: Alex Finn, Matt Von Horn, and Dan Penguine.Clawdbot is a hot open source AI project that lets users automate… everything! Dan helped his automate his aging parent's tea shop, Matt built news sourcing bots, and Alex runs his one-man SAAS startup with Clawdbot as an AI employee!But with all of that power comes the responsibility of making sure you are not giving your AI too many authorizations that could come under fire! Whether fisching emails, “injections”, or bad decision making from incorrect information online.Check out how these 3 experts, Jason and Alex are thinking about the bleeding edge of AI!Timestamps:(00:00) Introducing today's Clawdbot experts!(04:09) How Matt Von Horn makes “Skills” with Clawdbot(10:53) Quo (formerly OpenPhone) gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at http://quo.com/TWiST.(13:25) Dan Penguine's “Normy” use case: automating his parent's tea shop(19:50) Lemon.io - Get 15% off your first 4 weeks of developer time at https://lemon.io/twist(22:23) Alex Finn breaks down how Clawdbot lets him run a one man startup(24:28) Alex Finn on Clawdbot autonomously building apps within his business(28:33) Security concerns with Clawdbot, can your AI get hacked?(32:46) Northwest Registered Agent. Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity —  Learn more at https://www.northwestregisteredagent.com/twist(35:07) Why is everyone buying Mac Minis?(37:39) How to think about LLM Token usage(46:02) Clawdbot will build CRMs, project management software, etc without being asked. Is this the end of SAAS?(46:58) Matt live uploads his new Clawdbot skill on aire!(48:22) Why was Clawdbot able to move so much quicker than Anthropic and OpenAI?(50:17) What is Clawdbot's business model as an open source AI?(53:27) Matt's recursive AI prompt loop and how AI prompts layer*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/Check out the TWIST500: https://twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm/*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis/*Thank you to our partners:(10:53) Quo (formerly OpenPhone) gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at http://quo.com/TWiST(19:50) Lemon.io - Get 15% off your first 4 weeks of developer time at https://lemon.io/twist(32:46) Northwest Registered Agent. Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity —  Learn more at www.northwestregisteredagent.com/twistCheck out all our partner offers: https://partners.launch.co/

Telecom Reseller
RingCentral Talks 2026 AI Opportunity for Channel, Podcast

Telecom Reseller

Play Episode Listen Later Jan 27, 2026


In a recent sit-down with Senior Editor Moshe Beauford for the Technology Reseller News podcast, Brandon Thomas, RingCentral vice president of channels, outlined what he sees as a massive opportunity for partners to evolve from resellers into strategic trusted advisors. According to RingCentral's forthcoming 2026 Agentic AI Trends Report, 97% of organizations have adopted AI, yet many are stalled by integration complexity. Thomas noted this creates a high-value opening for partners to deploy RingCentral's AI Conversation Expert (ACE) as the connective tissue to bridge organizational silos. RingCentral's report also found that by unblocking the 80% of business intelligence currently trapped in voice and video, partners can help clients realize a 61% increase in productivity and a 49% improvement in customer experience. Thomas emphasized that the real value lies in moving beyond basic automation toward full workflow orchestration. In a market projected to reach $305 billion by 2031, Thomas further maintains that partners should leverage AI that maintains human oversight for high-stakes decisions while automating the manual data entry that plagues traditional CRMs. This shift enables partners to offer richer consulting services, using AI to predict elements like churn and employee turnover. RingCentral’s report will go live at the end of February. Visit www.ringcentral.com

Real Estate Insiders Unfiltered
Agent Series 22: The 'Micro Team' Strategy That Sold 1,000 Homes in 2025

Real Estate Insiders Unfiltered

Play Episode Listen Later Jan 26, 2026 45:33


From a Craigslist ad to a 1,000-unit-a-year powerhouse, The Hogan Group's journey is anything but ordinary. In this episode, James and Keith sit down with Mike Hogan (Founder) and Alicia Pittman (Principal Broker & President) to unpack how they've scaled their Virginia-based team to 80 agents across multiple markets without sacrificing culture, accountability, or profitability. They break down: Why micro-teams are the secret to mentorship, retention, and scale The onboarding expectations that instantly filter out the wrong hires Their unconventional "counter-recruiting" pitch that builds long-term loyalty How they use AI and CRMs to support, not replace, human connection Why clarity is kindness when it comes to letting agents go This is a blueprint for building something real—with systems that support people, not replace them. Give your clients the competitive edge with Zillow's Showcase. Discover how this exclusive, immersive media experience featuring stunning photography, video, virtual staging, and SkyTour helps agents drive more views, saves, and shares. Agents using Showcase on the majority of their listings on Zillow list 30% more homes than similar non-Showcase agents. Learn how to stand out and become the agent sellers choose.   https://www.zillow.com/agents/showcase/   Links mentioned during the episode: https://owldoor.com https://www.youtube.com/watch?v=fTj69Gv3ZaU   Connect with Mike on LinkedIn.   Connect with Alicia on LinkedIn. Learn more about The Hogan Group on Facebook - Instagram or online at hogangrp.com.   Subscribe to Real Estate Insiders Unfiltered on YouTube! https://www.youtube.com/@RealEstateInsidersUnfiltered?sub_confirmation=1   To learn more about becoming a sponsor of the show, send us an email: jessica@inman.com You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/   Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube, Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com.   Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/  

The Seven Figures Or Bust Podcast!
Episode 191 - Should GHL CRMs Release Accounts?

The Seven Figures Or Bust Podcast!

Play Episode Listen Later Jan 26, 2026 54:16


Learn how to sponsor the Seven Figure Medicare Agent Summit:https://sevenfiguremedicareagentsummit.com/On this episode of the Seven Figures or Bust podcast, we dig into the question Should GHL CRMs release accounts? and what that really means for agents and agencies. We break down the pros, cons, and real-world implications so you can protect your data, your systems, and your business long term.

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ApartmentHacker Podcast
2,153 - The Intelligence Fabric Is Here — Why I Joined Hyly.ai

ApartmentHacker Podcast

Play Episode Listen Later Jan 26, 2026 5:31


Have you ever made a move that surprises even you?After 30 years on the operations side of the multifamily industry, I've crossed over. I've joined Hiley.ai. Many have asked why. I've asked, why! The answer: It is a move rooted in possibility, and a belief that our industry's next big leap is already here. And, I want to be a part of something bigger than self. I want to look back 30 years from now and feel good about being in service of an industry that has given so much to me over the years. I believe in my heart of hearts that Hyly is the place to do just that. We're not talking about more tech for tech's sake.We're talking about stitching together decades of disjointed systems, clunky CRMs, and legacy pain points into a unified intelligence fabric, one that thinks, learns, and automates in a way that gives your teams time back.Time to connect.Time to lead.Time to look your residents in the eye and have a real conversation.This is the future of PropTech. And I'm lacing up for it.Hit that Like button, subscribe, and share if you believe the multifamily space is overdue for a smarter, more human-centered evolution.Blog: https://www.multifamilycollective.comBook: https://amzn.to/3YI6BDaHyly: https://hyly.ai Support comes from: https://www.365connect.com/?utm_campaign=mmnHosted by: https://www.multifamilymedianetwork.comJoin me at Cultivate 2026: https://naahq.org/events/cultivate/sessions

The Tech Blog Writer Podcast
3565: CKEditor and the Reality of Supporting Developers Across Every Tech Stack

The Tech Blog Writer Podcast

Play Episode Listen Later Jan 24, 2026 37:13


What does it actually take to build trust with developers when your product sits quietly inside thousands of other products, often invisible to the people using it every day? In this episode of Tech Talks Daily, I sat down with Ondřej Chrastina, Developer Relations at CKEditor, to unpack a career shaped by hands-on experience, curiosity, and a deep respect for developer time. Ondřej's story starts in QA and software testing, moves through development and platform work, and eventually lands in developer relations. What makes his perspective compelling is that none of these roles felt disconnected. Each one sharpened his understanding of real developer friction, the kind you only notice when you have lived with a product day in and day out. We talked about what changes when you move from monolithic platforms to API-first services, and why developer relations looks very different depending on whether your audience is an application developer, a data engineer, or an integrator working under tight delivery pressure. Ondřej shared how his time at Kentico, Kontent.ai, and Ataccama shaped his approach to tooling, documentation, and examples. For him, theory rarely lands. Showing something that works, even in a small or imperfect way, tends to earn attention and respect far faster. At CKEditor, that thinking becomes even more interesting. The editor is everywhere, yet rarely recognized. It lives inside SaaS platforms, internal tools, CRMs, and content systems, quietly doing its job. We explored how developer experience matters even more when the product itself fades into the background, and why long-term maintenance, support, and predictability often outweigh short-term feature excitement. Ondřej also explained why building instead of buying an editor is rarely as simple as teams expect, especially when standards, security, and future updates enter the picture. We also got into the human side of developer relations. Balancing credibility with business goals, staying useful rather than loud, and acting as a bridge between engineering, product, marketing, and the outside world. Ondřej was refreshingly honest about the role ego can play, and why staying close to real usage is the fastest way to keep yourself grounded. If you care about developer experience, internal tooling, or how invisible infrastructure shapes modern software, this conversation offers plenty to reflect on. What have you seen work, or fail, when it comes to earning developer trust, and where do you think developer relations still get misunderstood? Useful Links Connect with Ondrej Chrastina Learn more about CK Editor Thanks to our sponsors, Alcor, for supporting the show.

The SaaS CFO
AI for Field Sales Teams: Nicolas Christiaen's Playbook for SaaS Success

The SaaS CFO

Play Episode Listen Later Jan 22, 2026 26:51


Welcome back to The SaaS CFO Podcast! In this episode, we're excited to welcome Nicolas Christiaen, CEO and co-founder of Donna, the AI assistant revolutionizing the lives of field sales teams. Ben Murray sits down with Nicolas Christiaen (introduced as Nicolas in the episode) to dive into Donna's journey from inception in late 2023 to its rapid growth and latest $5 million seed round. You'll hear how Donna leverages AI to boost sales rep productivity, seamlessly integrates with CRMs, and is gaining traction across verticals like medical devices, CPG, manufacturing, and insurance. Nicolas Christiaen reveals their data-driven approach to finding ideal customer segments, lessons learned from fast-paced fundraising, and why partnerships with global consulting firms like Deloitte and PwC are fueling their go-to-market strategy. If you're keen to learn about what's driving growth for AI-powered SaaS, how to balance vertical focus, and why healthy SaaS margins are still possible with AI, this conversation is packed with insights you won't want to miss. Tune in to find out how Donna is scaling up in 2026 and what's next for this ambitious SaaS startup! Show Notes: 00:00 "Sales, Efficiency, and Acquisition" 05:05 "Adapting AI for Industry Needs" 06:45 "24/7 AI Assistant Support" 10:14 "Global Launch Leads to Growth" 14:59 "Early Success with Partners" 19:18 "Outbound Strategy with Multi-Channel Approach" 22:08 AI Costs Will Decrease Over Time 23:50 AI Companies Will Streamline Operations Links: Nicolas Christiaen's LinkedIn: https://www.linkedin.com/in/nicolaschristiaen/ Donna's LinkedIn: https://www.linkedin.com/company/donna-by-dealside Donna's Website: https://www.askdonna.com/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

Uncomplicated Marketing
#84 Sales: The Overlooked Linchpin

Uncomplicated Marketing

Play Episode Listen Later Jan 20, 2026 50:36


Fix the Foundation Before You Scale: Ryan Caracciolo on the Business Growth Flywheel, Marketing Systems, and Sustainable RevenueIn this episode of Uncomplicated, I sit down with Ryan Caracciolo, Founder & CEO of StriVenta and creator of the Business Growth Flywheel, to unpack why so many businesses stall not because they lack marketing tactics, but because their foundation can't support growth.With over a decade of experience helping small, mid-sized, and enterprise businesses align marketing, sales, and retention systems, Ryan is known for cutting through hype and vanity metrics to focus on what actually moves the revenue needle. From website infrastructure to call tracking to CRM adoption, his work centers on building systems that scale without burning teams out.Ryan is also the creator of Hyperdrive WP, a streamlined website framework designed to eliminate tech debt, improve performance, and give business owners something they actually own without overengineering or bloated subscriptions.This conversation is a must-listen for founders and operators who feel stuck doing “all the right things” but aren't seeing real growth.We cover:Why most businesses try to scale before their foundation is readyThe three non-negotiables for growth: website, call tracking, and a trusted CRMWhy more traffic is often the wrong goal and how less traffic can convert betterThe Business Growth Flywheel and how it creates alignment between marketing, sales, and serviceWhy marketing fails when it's disconnected from sales and customer experienceHow poor CRM adoption quietly kills momentum (and what realistic timelines look like)The hidden cost of tech debt and overbuilt websitesHyperdrive WP and how to ship fast without sacrificing qualityWhy clarity beats cleverness in messaging for both users and GoogleHow consistency, not shiny tactics, separates businesses that scale from those that stallKey Takeaways:Growth doesn't come from more tactics, it comes from better systems.Marketing should support the entire business, not just look good.Quality leads beat high volume every time.CRMs fail when teams aren't aligned, trained, or bought in.Sustainable growth is built methodically, not rushed to market.This is a grounded, tactical episode for founders, business owners, and leaders who want to simplify growth, build trust across teams, and scale without chaos.

The Uncommon Leader Podcast
Episode 202: Is Your Network Drifting? Barb Betts Reveals the "5x5" Relationship System

The Uncommon Leader Podcast

Play Episode Listen Later Jan 20, 2026 39:52 Transcription Available


If you've ever wondered why good relationships quietly fade, this conversation will change how you lead, sell, and show up. We sit down with speaker and author Barb Betts to unpack a simple truth: relationships don't fail overnight—they drift when we stop being intentional. Starting with the inner game, Barb reframes self-doubt and imposter syndrome as signs you're stretching into growth, not proof that you're a fraud. By 85, you'll spend roughly 44 million minutes with yourself; the way you speak to you becomes the template for every other connection.We move from mindset to method with Barb's VVR factor: visibility, vulnerability, and relatability. Show up consistently, be human without oversharing, and find a real point of common ground. Then apply a Relationship Operating System that ranks your most important people, sets a contact cadence, and uses the five by five method—five genuine, no-ask messages to five people a day—to prevent drift. Barb shares a personal story of nearly losing a 24-year friendship and how simple, consistent touchpoints would have saved months of hurt.• redefining self-doubt and imposter syndrome as growth signals• VVR factor: visibility, vulnerability, relatability• preventing drift with a relationship operating system• five by five daily outreach method with no asks• ranking relationships and setting contact frequency• why everyone is in sales because sales is influence• building trust accounts and making deposits before withdrawals• making people feel known, not just counted• where AI helps and where it can't• practical tools: CRM, sheets, top 100 listSales leaders will appreciate her broader frame: sales is influence, and everyone sells. The goal isn't how many people you know; it's how many feel known by you. That shift boosts referrals, deepens trust, and turns your name on someone's phone into a call they can't wait to answer. We also get practical about tools—CRMs, Google Sheets, even AI for drafting and organizing—while drawing a hard line where tech can't replace a voice note, phone call, or handwritten card.If you're ready to stop relying on “let's get together soon” and start building relationships before you need them, this episode offers a playbook you can use today. If it resonates, follow Barb, send those five messages, and tell us who you're reconnecting with. Subscribe, share with a friend who needs this nudge, and leave a quick review to help others find the show.

The Legal Toolkit
Legal Late Night | From Brazil to Texas: Law School Clinics, AI, and Why "Insanity" is Bad Marketing

The Legal Toolkit

Play Episode Listen Later Jan 20, 2026 66:17


Welcome to Legal Late Night! In this episode, host Jared Correia breaks down the shifting landscape of law firm marketing for 2026 and dives deep into the world of legal education with clinical supervisor Leticia Leal.   First, Jared shares his monologue on the rise of AI Search Optimization (AEO). He explains why content marketing and short-form video are more critical than ever as AI begins to infiltrate traditional search engines. He also challenges lawyers to look beyond Google Ads and explore alternative platforms like Reddit, Twitch, and LinkedIn to capture a younger client base.  Then, we are joined by Leticia Leal from the University of Houston Law Center. Leticia shares her journey of becoming a lawyer in both Brazil and Texas, explaining the fundamental differences between civil law and common law systems. We discuss the "roach-free" University of Houston immigration clinic, how AI is (and isn't) being used by law students, and the "internet famous" status she achieved through her creative LinkedIn content.  Finally, don't miss the Counter Program: "Duo Lingo." Leticia helps Jared (who is Portuguese but can't speak the language) translate famous pop culture phrases into Brazilian Portuguese—from Die Hard one-liners to Seinfeld references.  Learn more about Leticia Leal here. Check out this week's Spotify playlist. Oh, man! I bet you didn't know how much you were missing Jared's unique take on culture, legal practice, and whatever else pops into his head. But don't fret, there's plenty to go around. Jared's back with a new **WEEKLY** show, Legal Late Night, available not only on your favorite podcast app, but in living color on your neighborhood YouTubes. That's right, Jared's more than just a pretty voice. Join him and his guests in high-def 2D through the links below. Subscribe to Legal Late Night with Jared Correia on: Apple - https://podcasts.apple.com/podcast/legal-late-night/id1809201251 Spotify - https://open.spotify.com/show/0Rkik0LLMaU6u0e7AKfK9h Or your favorite podcasting app. And bask in the majesty of our YouTube here: https://www.youtube.com/channel/UCZO71dMbPZJWAKWw_-qrRRQ (00:00) - Intro & Monologue: Marketing Strategies for 2026 (01:07) - The Infiltration of AI in Search Results (02:12) - Why Content Marketing is More Critical Than Ever (03:15) - Short-Form Video: TikTok, Instagram, and YouTube 0 (05:09) - Alternative Ad Platforms: Reddit, Twitch, and Facebook (08:13) - The Necessity of CRMs for Tracking ROI (10:49) - Introducing Guest: Leticia Leal (U of H Law Center) (12:38) - Practicing Law in Brazil vs. the United States (15:49) - From Personal Trainer to Clinical Supervisor (21:35) - Balancing Law with Being a Dance Instructor (24:24) - Going Viral: Leticia's LinkedIn Strategy (29:37) - Founding the National Brazilian Bar Association (33:20) - The Importance of Law School Clinics for Students (39:31) - AI in the Clinic: Are Students Scared to Use It? (45:22) - Job Prospects for 3Ls in the Houston Economy (48:49) - Counter Program: "Duo Lingo" (Portuguese Lessons) (52:58) - Translating Saturday Night Live & Die Hard (56:37) - Translating Seinfeld & Boss Baby (01:01:19) - Translating Forrest Gump (01:03:39) - How to Ask to Ride a Capybara in Brazil (01:07:15) - Conclusion & Outro

The Results Driven Podcast
Ep 132: The Long Game: How Scott Swennes Went from 1 to 60+ homes a Year

The Results Driven Podcast

Play Episode Listen Later Jan 19, 2026 24:00


What does it really take to go from struggling to break into real estate to selling over 60 homes a year? In this episode of the Results Driven Podcast, we sit down with Scott Swennes to unpack his journey from early challenges in the business to building a high-performing, sustainable real estate career. Scott shares the hard lessons he learned along the way, how he leveraged CRMs to stay organized and scale, and the advertising strategies that helped him consistently attract and convert leads. We also dive into what Scott's day-to-day work life actually looks like—how he structures his time, stays productive, and balances growth with consistency. Whether you're new to real estate or looking to level up your production, this conversation delivers practical insights you can apply immediately.   Must-Hear Moments: How he achieves 60+ transactions a year Advice for new agents What is Sisu and how does it help his business   Have suggestions for future guests or feedback Visit www.resultsdrivenfeedback.com.

Business, Brains & the Bottom Line
Ep. 141: No Missed Leads: Todd Schuchart on AI Sales Agents That Close While You Sleep

Business, Brains & the Bottom Line

Play Episode Listen Later Jan 15, 2026 38:13


Todd Schuchart, Founder of Sales Chowder, joins the podcast to share how AI sales agents are helping teams close more deals by doing less manual work.We talk about the real cost of slow follow-up, why most CRMs fail without automation, and how AI voice, SMS, and chat agents can instantly respond, qualify, and book meetings—without disrupting your existing tech stack. Todd also introduces the Found Money Agent™ and explains how reactivating cold pipeline can drive revenue faster than chasing new leads.Whether you're a solo closer or leading a scaling sales organization, this episode is packed with insights on selling smarter, scaling faster, and saving your sanity.

Handyman Success Podcast
#63 List-B-Done (Part 2)

Handyman Success Podcast

Play Episode Listen Later Jan 15, 2026 33:00


In Part 2 of our interview with Garen Wright, owner of List-B-Done Handyman Services in Bentonville, AR, we dive deep into the operations side of building a profitable handyman business.

The Broadband Bunch
Episode 476: From Fiber Builds to Subscriber Growth with CitySide Fiber and Postalytics

The Broadband Bunch

Play Episode Listen Later Jan 14, 2026 45:38


In this episode of The Broadband Bunch, Pete Pizzutillo reports live from Calix ConneXions in Las Vegas with two conversations that connect the dots between building fiber and filling it with subscribers. First up is Strider Denison, EVP Cityside Fiber, who shares how the Orange County-based provider is scaling fast by targeting “fiber desert” pockets in dense markets—without chasing grants or picking overbuilt fights. Strider walks through Cityside's community-first build strategy (partnering closely with city leaders, accelerating permits, and even extending fiber to support smart infrastructure like traffic signals), plus a straightforward go-to-market approach: start customers at 1 gig and layer on differentiated services like . The episode then shifts to the marketing engine behind that growth with Dennis Kelly, CEO of Postalytics, who explains how his team is modernizing direct mail into an automated, data-driven channel for broadband providers. Dennis outlines Postalytics' evolution—from a contrarian bet on direct mail to a platform that connects to CRMs, triggers personalized mail in real time, and adds tracking/analytics marketers rarely get from traditional campaigns. He also shares why telecom has become Postalytics' most successful vertical, highlights common wins like eliminating undeliverable addresses and saving real budget.

The Dead Pixels Society podcast
From Spreadsheets To Streamlined: How Airstudio Connects Scheduling, Payroll, Equipment, And Analytics

The Dead Pixels Society podcast

Play Episode Listen Later Jan 7, 2026 34:28 Transcription Available


Have an idea or tip? Send us a text!If your studio juggles spreadsheets, calendars, and three different apps just to run picture day, this conversation will feel like oxygen. The Dead Pixels Society sits down with Scott Rodgers and Peter Koop from Airstudio to unpack how a platform built by school photographers solves the messy middle of volume photography—linking CRM, senior bookings, staff scheduling, payroll, equipment, workflows, and e‑commerce integrations into one place.We start with the pain: Homegrown tools and generic CRMs can't handle the unique layers of school photography—schools as clients, parents as buyers, students as subjects—each with different needs and deadlines. Rodgers and Koop share how Airstudio centralizes everything from first contact and session reminders to school deliverables like PSPA exports and ID specs. With open APIs and data exchanges, it plays well with platforms such as GotPhoto, Captura, and Timestone, so you keep the storefronts you like while unifying the back office. The result is faster coordination, fewer errors, and a clear view of every job.Using a gross contribution model, studios can see what each school truly costs after direct expenses, staffing, and workflow time—often revealing accounts that quietly drain resources. You'll hear candid stories of running P&Ls on every account, cutting unprofitable schools, and seeing margins and morale rise. We also cover flexible senior booking paths for districts that won't sPhoto Imaging CONNECTThe Photo Imaging CONNECT conference, March 1-2, 2026, at the RIO Hotel and Resort in Las Vegas, NMaking Good: Small Business Marketing PodcastMaking Good helps you do better marketing so you can make a bigger impact. If you're...Listen on: Apple Podcasts SpotifyMediaclipMediaclip strives to continuously enhance the user experience while dramatically increasing revenue.Buzzsprout - Let's get your podcast launched!Start for FREEPhoto Imaging CONNECTThe Photo Imaging CONNECT conference, March 1-2, 2026, at the RIO Hotel and Resort in Las Vegas, NDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showSign up for the Dead Pixels Society newsletter at http://bit.ly/DeadPixelsSignUp.Contact us at gary@thedeadpixelssociety.comVisit our LinkedIn group, Photo/Digital Imaging Network, and Facebook group, The Dead Pixels Society. Leave a review on Apple and Podchaser. Are you interested in being a guest? Click here for details.Hosted and produced by Gary PageauAnnouncer: Erin Manning

Purpose and Profit Club
179: [Part 2] The 2026 Fundraising Trends Every Nonprofit Leader Should Know

Purpose and Profit Club

Play Episode Listen Later Jan 6, 2026 31:50


In Part 2 of my 2026 Fundraising Trends series, we're going deeper into the tools, tech, and leadership shifts that will define nonprofit growth this year. If Part 1 was about strategy and visibility, this episode is about the systems and decision-making that actually make those strategies possible. I discuss upgrading outdated CRMs and donation tools, the rise of AI-assisted fundraising, the acceleration of donor-advised fund (DAF) giving, why leaders must color outside the lines to stay relevant, and how decision speed has become a key competitive advantage for nonprofits. I close with a look at the tech-driven donor experience, a world where frictionless giving, mobile-first design, SMS, and fast follow-up matter more than ever. If you're committed to modernizing your fundraising and leading boldly in 2026, these two-part episodes are your roadmap.Topics:Why Q1 is the perfect time to evaluate and upgrade CRMs, donation tools, and ESPsHow outdated tech silently kills conversion, retention, and reportingThe rise of AI-assisted fundraising as a normal acceleratorHow to use AI without losing your voice, authenticity, or accuracyDonor-Advised Funds (DAFs) are becoming a mainstream giving vehicleWhy nonprofits must “color outside the lines” and break legacy rulesThe need to drop slow, outdated tactics (raffles, auctions, galas) for modern, efficient onesDecision speed is a leadership advantage that drives revenuePerfectionism and committees as momentum killers in 2026The shift toward frictionless giving: SMS, mobile-first donations, automations, and welcome flowsFor a full list of links and resources mentioned in this episode, click here.Bloomerang is the complete donor, volunteer, and fundraising management solution that helps thousands of nonprofits deliver a better giving experience and create sustainable, thriving organizations. Combining robust, easy-to-use technology with people-powered support and training, Bloomerang empowers nonprofits to work efficiently, improve supporter relationships, and grow their donor and volunteer bases. Learn more here.Resources: Easy Emails For Impact™: The $5K+ Fundraising Campaign System Purpose & Profit Club® Fundraising + Marketing Accelerator The SPRINT Method™: Your shortcut to 10K fundraisers Instagram, LinkedIn, website , weekly newsletter [FREE] The Brave Fundraiser's Guide: Stop getting ignored. Start raising more. May contain affiliate links

Shed Geek Podcast
When Success Becomes The Lesson: Rebuilding A Smarter Growth Engine Part 1

Shed Geek Podcast

Play Episode Listen Later Jan 2, 2026 50:58 Transcription Available


Send us a textThe shed business isn't simple anymore—and that's a good thing if you know how to harness it. We take you behind the scenes of our five-year arc, share the wins and stumbles that pushed us to relaunch Shed Geek Marketing, and get practical about what actually moves revenue when buyers start online and finish on their terms.We dig into a hard question that reshapes everything: what is a lead for your model? If you run a high-volume, SEO-driven engine, a name and phone number can be enough when you have a team ready to engage within minutes. If you're a lot-based closer handling walk-ins and custom builds, you need richer context at the first touch—budget, timeline, use, and site constraints. Either way, speed-to-lead matters, but so does tone. Reaching out in thirty seconds can feel helpful or pushy, and the difference is your script, your offer, and whether the buyer asked for that help.You'll hear how we're aligning marketing and sales in a 2025 reality: clean websites with analytics, 3D configurators that convert, buyer guides that educate without pressure, and CRMs that automate qualification while keeping humans available when stakes rise. We talk partner tools that make proof visible—local delivery maps, photo galleries, and reviews tied to neighborhoods—because credibility is a growth multiplier. We also get honest about dealer economics: margin is thin, so disconnected tools are expensive. That's why we moved away from a pure white-label model to manage the customer experience in-house, coordinate specialists, and make sure ads, pages, and follow-up all point to the same goal.If you sell sheds, you're guiding one of the biggest purchases your customer will make. Clarity wins: pricing that makes sense, financing and RTO explained in plain English, timelines you can keep, and support that's one click away by phone, text, or live video. Ready to rethink your funnel, define your lead, and build a system that closes more of the right buyers? Follow the show, share this with your team, and leave a review with the one change you'll make this week.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 here.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: Shed ProThree Oaks Trading CoShed ChallengerLuxGuard

Handyman Success Podcast
#62 List-B-Done (Part 1)

Handyman Success Podcast

Play Episode Listen Later Jan 1, 2026 37:59


In this episode of the Handyman Success Podcast, we sit down with Garin Wright, owner of List-B-Done Handyman Services in Bentonville, Arkansas. Garin shares how he went from a commercial door installer earning $15/hr to launching a full-time handyman business — all within a few months.

The Real Estate Vibe!
Ep 218: How To Use CRM To Build Ethical, Scalable Success

The Real Estate Vibe!

Play Episode Listen Later Dec 31, 2025 43:41


Send us a textIn this insightful episode of The Wealth Vibe Show, host Vinki Loomba sits down with George C. Knowlton III, a seasoned entrepreneur, real estate inspector, advisor, and general contractor. With over 40 years of hands-on experience in various industries, George shares how structured CRM systems and AI-driven processes have transformed his business operations, enabling sustainable success and scalability.Key Insights:From Construction to CRM Innovation: How George's transition from general contractor to tech entrepreneur led to the creation of the Now It's Done business operating system, designed to help small to medium-sized businesses scale and optimize operations.The Power of CRM Systems: How CRM systems, when properly utilized, can help businesses stay organized, nurture customer relationships, and automate workflows for maximum efficiency—without overwhelming business owners.Leveraging AI for Growth: George discusses how AI-powered virtual assistants, integrated within CRM platforms, help streamline tasks like customer outreach and communication, freeing up time for high-impact activities.Overcoming the DIY Trap: Learn why George advocates against the "do-it-yourself" approach when it comes to implementing CRMs. He shares valuable advice on the importance of partnering with experts to avoid costly mistakes and ensure long-term success.Episode Timestamps:00:00 - 04:40: George's journey from construction to CRM and business systems04:40 - 09:50: Building the Now It's Done business operating system and its impact09:50 - 14:00: How CRM systems can help businesses scale 14:00 - 18:30: The role of AI and virtual assistants18:30 - 22:00: The importance of ethical design 22:00 - 26:00: Common mistakes entrepreneurs make with CRMs 26:00 - 30:20: Tips on choosing the right CRM system 30:20 - 35:10: Leveraging CRM and structured processes35:10 - 40:30: How technology is evolving CRMs 

THE Leadership Japan Series by Dale Carnegie Training Tokyo,  Japan

Leaders today are stuck in a constant three-way tug-of-war: time, quality, and cost. In the post-pandemic, hybrid-work era (2020–2025), the pressure doesn't ease—tech just lets us do more, faster, and the clock keeps yelling. This is a practical, leader-grade guide to getting control of your calendar without killing your standards or your people. Why does leadership time management feel harder now, even with better technology? It feels harder because technology increases speed and volume, so your workload expands to fill the space. Email, chat, dashboards, CRMs, and "quick calls" create the illusion of efficiency while quietly multiplying decisions and interruptions. In startups, that looks like context-switching between selling, hiring, and shipping. In large organisations—think Japan-based multinationals versus US tech firms—it becomes meetings, approvals, and stakeholder alignment. Either way, the result is the same: you're busy all day, but the important work stays parked. Answer card / Do now: Audit your week for "speed traps" (messages, meetings, micro-requests). Eliminate or cap the top two. What is the "Tyranny of the Urgent," and how does it wreck leader performance? The Tyranny of the Urgent is when urgent tasks bully important tasks off your schedule—until you're permanently firefighting. You end up reacting all day: chasing escalations, answering pings, and rescuing problems that should have been prevented. This is where burnout risk climbs and productivity drops—especially in people-heavy roles like sales leadership, operations, and client service. Leaders often say, "I don't have time to plan," but that's exactly how the urgent wins. The urgent will always show up; your job is to stop it running the company. Answer card / Do now: Name today's "urgent bully." Decide: delete, delegate, defer, or do—then move one important task back onto the calendar. How do I prioritise like a serious leader (not just make a chaotic to-do list)? Prioritising means ranking tasks by impact, not emotion—then doing them in that order. A scribbled list isn't a system. Leaders need a repeatable method for capture, ranking, and execution. Use simple impact questions: Will this protect revenue? Reduce risk? Improve customer outcomes? Build capability? In Japan, where consensus and quality are prized, leaders can over-invest in perfection; in the US, speed can dominate. The sweet spot is clarity: define "done," define the deadline, and define the owner. Answer card / Do now: Write your top 5 for tomorrow, rank them 1–5, and commit to finishing 1–2 before opening email/chat. What is the 4-box matrix and which quadrant should leaders live in? The best quadrant for leaders is "important but not urgent"—because that's where planning, thinking, and prevention happen. This is the Eisenhower/Covey style matrix in plain clothes: Important + Urgent: crises, deadlines, major issues (live here too long = stress + burnout) Important + Not urgent: strategy, coaching, planning, process improvement (your success engine) Not important + Urgent: interruptions, low-value requests (minimise and delegate) Not important + Not urgent: digital junk time (limit ruthlessly) Big firms (Toyota-style operational excellence) and fast movers (Rakuten-style pace) both win when leaders protect Quadrant 2 time. Answer card / Do now: Block 60–90 minutes this week for "Important/Not Urgent" work—and guard it like a client meeting. How do I stop low-priority work and social media from stealing my day? You stop it by making "wasted time" visible and socially awkward—then replacing it with intentional breaks.Leaders often underestimate the drag of "just checking" feeds, news, or random videos. It's not the minutes; it's the mental fragmentation. If you need a break, take a break that restores you: a 30-minute walk, a short workout, a proper lunch, or a reset chat with someone who energises you. In high-output cultures across Asia-Pacific and Europe, the smartest leaders build recovery into the week because it protects decision quality. Answer card / Do now: Put friction on distractions (log out, remove apps, notifications off). Replace with one "recovery break" you actually schedule. What tactical system works: daily task lists, time blocking, delegation, or batching? It's all four—stacked into one simple operating rhythm: list, block, protect, batch, delegate. Start the day with a written, prioritised list, then time-block the top items by making an appointment with yourself. Protect that time as aggressively as you would protect a client meeting. Next: delegate "not important but urgent" tasks where possible, and batch similar work to stay in flow—calls together, approvals together, email twice a day, admin in one chunk. This reduces ramp-up time and context switching, which is a silent killer in leadership roles. Answer card / Do now: Choose one batching rule for next week (e.g., email at 11:30 and 16:30 only). Tell your team so expectations reset. Conclusion: the leader's real edge is intentional time investment Time management for leaders isn't about being "busy." It's about choosing where your time goes so you get better outcomes with less chaos. The urgent will always knock. Your job is to build a system that keeps the important work moving—planning, coaching, prevention, and decisions—so your team isn't living in crisis mode. Quick next steps for leaders (this week) Block one Quadrant 2 session (strategy/planning) and defend it. Create a daily top-5 list and finish 1–2 items before messages. Delegate one "urgent but not important" task permanently. Implement one batching rule for communications. Track your time for 3 days and delete your biggest "time thief". Optional FAQs Yes—time tracking is worth it, because it shows you the truth, not your intentions. Even three days of tracking can reveal where meetings, messages, and busywork are leaking value. Yes—delegation can reduce quality short term, but it increases capability long term. Use clear "definition of done," checklists, and feedback loops to lift standards while distributing load. No—planning doesn't slow you down; it prevents rework and constant firefighting. A small investment in planning typically saves hours of avoidable churn. Author Bio Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across leadership, communication, sales, and presentation programs, including Leadership Training for Results. He has written several books, including best-sellers Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery, along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー). Greg also publishes daily business insights on LinkedIn, Facebook, and Twitter, hosts six weekly podcasts, and produces YouTube shows including The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews, followed by executives seeking success strategies in Japan.

WBSRocks: Business Growth with ERP and Digital Transformation
WBSP801: Grow Your Business by Learning the Top 10 Public Sector CRMs w/ Sam Gupta

WBSRocks: Business Growth with ERP and Digital Transformation

Play Episode Listen Later Dec 29, 2025 12:44


Send us a textPublic sector organizations operate under a fundamentally different set of constraints and expectations than their private-sector counterparts, making CRM selection a strategic decision rather than a purely technical one. Before reviewing our Top 10 Public Sector CRMs in 2025, it is important to align on how success is defined in this environment, where accountability, transparency, and service continuity often take precedence over revenue growth or pipeline velocity. Government agencies, municipalities, and public institutions must support complex case management, constituent engagement, regulatory compliance, and multi-year programs, frequently within rigid budget cycles and procurement frameworks. As a result, public sector CRMs must prioritize governance, data security, accessibility, and long-term adaptability, rather than simply replicating commercial sales or marketing use cases.In this episode, our host Sam Gupta discusses the top 10 Public Sector CRMs in 2025. He also discusses several variables that influence the rankings of these Public Sector CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=6Rk74lc0LbYRead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

The Franchise Founders Podcast
What You're Really Buying in a Franchise: Systems, Brand, People - Dan Claps

The Franchise Founders Podcast

Play Episode Listen Later Dec 24, 2025 47:19


In this bonus “fireside chat” episode, Voda Cleaning & Restoration founder and CEO Dan Claps pulls back the curtain on the realities of franchise ownership—and why “franchising takes out the guesswork, not the work.” Dan walks listeners through what you're actually buying when you buy a franchise: the systems, the brand, and most importantly, the people and culture behind it. He shares how to evaluate a franchisor's leadership team, what to look for in a discovery process, and the five core questions every serious buyer needs answered—how you'll get customers, how you'll get employees, what makes the brand stand out, what the numbers look like, and what the day-to-day life of an owner really is.Dan is joined by key members of the Voda team, including Chief Development Officer Steve Miller and CMO Christian Betancourt,, who break down how to read the FDD (especially Item 7 and Item 19), why validation calls with franchisees matter, and what “good support” should look like after you sign. The conversation goes deep on operations, onboarding, training, tech, and marketing infrastructure—down to dashboards, CRMs, call centers, and ROI tracking—plus Dan's simple framework for growth (the only four ways to generate leads and the only four ways to grow a business). They also field live questions about what differentiates Voda, the dual cleaning + restoration model, and how the brand keeps franchise owners connected through cohort-style onboarding, Microsoft Teams community, weekly huddles, advisory councils, and conferences, ending with a candid reminder: not everyone is cut out for franchising, and that's okay.

Advisor Talk with Frank LaRosa
Comparing Major CRMs: Inside JEDI's New Platform Comparison Whitepaper

Advisor Talk with Frank LaRosa

Play Episode Listen Later Dec 22, 2025 22:05


Key topics covered include:-How to match CRM platforms to firm size, growth trajectory, and long-term vision.-Why integration and automation are critical to improving operational efficiency.-The differences in analytics, reporting, and dashboards across Redtail, Wealthbox, and Salesforce.-How clean, connected data enhances client experience and firm value.-Why advisors should “run their business as if they're selling it tomorrow”.This episode offers practical insight for advisors who are evaluating a CRM for the first time, considering a platform change, or simply want to understand how better data strategy can unlock more time, clarity, and growth.Download our whitepaper here: https://jedidatabasesolutions.com/resources/  Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Key topics covered include:

WBSRocks: Business Growth with ERP and Digital Transformation
WBSP799: Grow Your Business by Learning the Top 10 Higher Education CRMs w/ Sam Gupta

WBSRocks: Business Growth with ERP and Digital Transformation

Play Episode Listen Later Dec 22, 2025 12:27


Send us a textHigher education institutions operate in an environment where academic mission, financial sustainability, and long-term stakeholder relationships must coexist—placing unique demands on enterprise systems. Before reviewing our Top Higher Education CRM Systems in 2025, it is essential to clarify how CRM success is defined in this context, where engagement extends far beyond traditional recruitment or advancement functions. Universities must manage complex, multi-decade relationships with prospective students, current learners, alumni, donors, faculty, research partners, and governing bodies, often across decentralized colleges and departments. As a result, higher education CRMs must emphasize lifecycle visibility, data governance, cross-functional coordination, and compliance, rather than narrowly focusing on transactional interactions or short-term conversion metrics.In this episode, our host Sam Gupta discusses the top 10 Higher Education CRMs in 2025. He also discusses several variables that influence the rankings of these Higher Education CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=suOIiIoZDFARead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

The Venue RX
Unlock Business Success: Start Strong With These Digital Strategies | The Venue RX

The Venue RX

Play Episode Listen Later Dec 22, 2025 56:57


On this week's episode of  the Venue RX Podcast, our host Jonathan Aymin sits down with Sam Jacobson, Co-Founder of DUET and Owner of Ideaction Consulting, to talk about what it really takes to start or refine a business with a strong digital presence in today's ever-changing industry.Sam explores why business owners can't afford to operate on autopilot, how the wedding and creative industries have evolved over the years, and why regularly reassessing your goals, services, and direction is essential for long-term growth. Sam breaks down the foundational steps of building a business, from defining your ideal client and structuring your services to deciding whether to remain owner-operated or build a team.He also dives into how to transition from saying “yes” to every client to intentionally targeting the right ones, using real-world client examples and case studies. Sam shares practical ways to gather and analyze client feedback through surveys, reviews, CRMs, and AI-powered tools, plus he explains how to use AI responsibly to enhance strategy, systems, SOPs, and operations without relying on it as a shortcut.He highlights the importance of business structure, naming, branding, and the importance of taking imperfect action, knowing when to refine, pivot, or double down on what's already working, so you can keep moving forward without getting overwhelmed.About Our Guest: Sam Jacobson is a Co-Founder of DUET and the Owner of Ideaction Consulting, where he has spent nearly two decades helping wedding professionals elevate their businesses and stay ahead in a competitive market. Through Ideaction Consulting, Sam has guided hundreds of creative entrepreneurs by sharpening their marketing messages, understanding buyer psychology, and building sales systems that convert interest into booked clients.Known for his ability to activate audience interest, Sam specializes in clear, persuasive communication that attracts ideal clients directly to the inbox. As social-led marketing emerged as the primary driver of visibility and inquiries for creative brands, Sam became deeply focused on the strategies that turn attention into trust—and trust into results.At DUET, Sam leads client strategy and trains the team on how to use storytelling to spark connection, build credibility, and drive measurable growth for wedding venues and creative businesses alike.Find Him Here: Website: https://ideactionconsulting.com/ Instagram: https://www.instagram.com/ideactionconsulting/?hl=e Website: https://duetsocialmedia.com/Instagram: https://www.instagram.com/duetsocialmedia/?hl=en

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Send us a textIn this session, Richard C. Wilson breaks down the six must-have assets almost every capital raiser is missing, and how to show up like an institutional-quality professional instead of “just another deal.”Here are the 6 must-haves he covers:Unique position – a clearly defined, memorable niche so investors know exactly where you fit and why you're different.One-line capital-raising pitch – a single sentence with 3 data points explaining what you do, why people trust you, and the value you add.Founder video – a short, authentic video that builds trust, shows who you are, and briefly walks through what your company actually does.Visual one-pager – a simple, scan-friendly one page that an investor can understand between the gate and their airplane seat.Concise pitch deck – ideally 10–15 pages (or under 25 pages) that investors will really read, with the detail pushed to a data room instead of a 44-page info dump.Due diligence data room – organized documents plus a master DDQ and background check ready to go so serious investors can dig in quickly.Richard also shares why:– Relationships drive investment decisions more than IRR projections– Consistent, niche content (talks, videos, articles, etc.) makes you locally, then nationally known– Tools like CRMs, AI call transcription, outbound dialers, and even old-school direct mail can dramatically improve your investor follow-up– Protecting your time, saying no, and moving fast are common patterns among the most successful family offices and foundersIf you're raising capital or advising portfolio companies, this talk gives you a practical checklist for becoming investor-ready and upgrading the quality of the conversations you're having.Learn more at https://familyoffices.com/ for events, investor club memberships, and capital-raising tools.https://familyoffices.com/

Cash Flow Connections - Real Estate Podcast
Why Education Scales Capital Faster Than Pitching - E1163 - RMR

Cash Flow Connections - Real Estate Podcast

Play Episode Listen Later Dec 19, 2025 24:37


In today's RaiseMasters Radio episode, Pat sits down with Aarati to break down how she used avatar clarity, education-first messaging, and simple systems to scale from manual outreach to raising $7.5M in a year. They unpack how CRMs, AI, and consistent education turn trust into fast-moving capital. Tune in if you want investors ready before the deal even shows up. Resources mentioned in the episode: Aarati Sawhney LinkedIn Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Terminal Value
Who Needs a Stable Job Anyway?

Terminal Value

Play Episode Listen Later Dec 19, 2025 29:54


After an 18-year rise through corporate HR—from recruiter to group president across Canada and the U.S.—Dom walked away from a “safe” executive career to build something on his own terms. In this conversation, we unpack why large organizations quietly trade momentum for bureaucracy, how technology and automation empower lean founders, and why “stability” often comes at the cost of creativity, speed, and meaning.We explore intrapreneurship vs. entrepreneurship, the hidden traps of bloated systems, and how founders can use data, automation, and open APIs to move faster without burning capital. The throughline isn't rebellion—it's agency. Building work that's fun, aligned, and alive again.No anti-corporate rant. Just lived experience, hard trade-offs, and a clear-eyed look at what it really takes to step off the stable path—and thrive.TL;DR* Stability is conditional: Corporate safety disappears the moment priorities shift.* Intrapreneur vs. founder: Big-company success doesn't equal personal leverage.* Tech as leverage: Automation and BI (not hype AI) unlock speed for lean teams.* Systems can trap you: CRMs and ERPs either enable growth—or become prisons.* Innovation dies slowly: Bureaucracy rewards optics over outcomes.* Work-life blend > balance: Fun, purpose-driven work creates sustainability.* Momentum matters: Small teams with clarity outperform slow giants.Memorable lines* “Stability often costs more than risk—you just don't see the bill right away.”* “Big systems don't fail fast. They fail quietly.”* “AI isn't magic—it's leverage if you know what problem you're solving.”* “Careers don't collapse overnight; they stall one approval layer at a time.”* “Fun isn't a perk—it's fuel.”GuestDominic Levesque — HR executive turned founder; CEO of NextWave; author and advisor on leadership, technology, and organizational transformation.

Woven Well
Ep. 198: OB put her on *3* birth controls instead of healing her hormonal problem

Woven Well

Play Episode Listen Later Dec 19, 2025 19:59


Arianna knew something wasn't right with her cycle, but when she went to her doctor, they just prescribed birth control. It didn't work. So they added a second form of birth control. Then, a third! Without ever getting to the underlying issue causing the issue in the first place. Finally, she had had enough. The journey she took from that point is an inspiration to us all. I know you'll enjoy this episode with fellow FCP, Arianna Bañuelos.NOTE: This episode is appropriate for most audiences but does mention pregnancy loss and trauma.GUEST BIO: Arianna Bañuelos is a wife, mom of five, and host of Fertility and Wholeness with Arianna. She's bilingual in English and Spanish and shares her journey of discovering the Creighton Model, inspiring women to embrace whole-person health.MORE HELPFUL INFO:Contact Arianna for Spanish-speaking CrMS services: arianna@fruitfulnwhole.comEp. 2: BASICS - Fertility Method of Choice: CreightonEp. 143: Preventing Miscarriage by optimizing Thyroid with functional med/NaProTechnology, with Amanda Frederick, FNPSend us a textSupport the showOther great ways to connect with Woven Natural Fertility Care: Learn the Creighton Model System with us! Register here! Get our monthly newsletter: Get the updates! Chat about issues of fertility + faith: Substack Follow us on Instagram: @wovenfertility Watch our episodes on YouTube: @wovenfertility Love the content? The biggest gift you could give is to click a 5 star review and write why it was so meaningful! This podcast is provided for educational and informational purposes only and does not constitute providing medical advice or professional services. The information provided should not be used for diagnosing or treating a health problem or disease, and those seeking personal medical advice should consult with a licensed physician. Always seek the advice of your doctor or other qualified health provider regarding a medical condition. If you think you may have a medical emergency, call 911 or go to the nearest emergency room immediately. Neither Woven nor its staff, nor any contributor to this podcast, makes any represe...

The Boardroom Buzz Pest Control Podcast
Episode 228 — Discipline Over Flash: How Michael Garvey Built Coastal Fertilization While Wearing a Badge

The Boardroom Buzz Pest Control Podcast

Play Episode Listen Later Dec 18, 2025 42:43


Michael Garvey isn't a full-time entrepreneur — he's a full-time New Jersey state trooper who built a serious lawn fertilization and weed control business on his days off. The Blue Collar Twins sit down with the founder of Coastal Fertilization to unpack how discipline, structure, and smart partnerships turned a side hustle into a tightly run operation serving nearly 900 customers. Starting in 2017 with just 10 accounts, Michael leveraged mentorship, branding, and systems to scale Coastal without chasing discounts or cutting corners. He breaks down why professional trucks, visible yard signs, referrals, and geographic focus outperform flashy marketing — and how staying “middle of the road” on pricing attracts the right customers. From delegation and route density to cash flow discipline, CRMs, and building a business that doesn't rely on constant chaos, this episode is a masterclass in running a service company with intention.

Roofing Road Trips with Heidi
Leveraging the Off-season for Growth

Roofing Road Trips with Heidi

Play Episode Listen Later Dec 17, 2025 58:37


In this Read Listen Watch®, Heidi Ellsworth and Jon Abernathy of TAMKO discuss how roofing professionals can turn downtime into opportunity. Join them and explore how to extend your season through cold-weather applications, safety practices and restoration work, while preparing strategically for 2026 with financial reviews, training and smart technology like CRMs and AI. Learn how to meet shifting consumer demands and take advantage of affinity programs, partnerships and business-building tools from TAMKO to stay ahead year-round.   Learn more at RoofersCoffeeShop.com!  https://www.rooferscoffeeshop.com/     Are you a contractor looking for resources? Become an R-Club Member today! https://www.rooferscoffeeshop.com/rcs-club-sign-up     Sign up for the Week in Roofing!  https://www.rooferscoffeeshop.com/sign-up     Follow Us!   https://www.facebook.com/rooferscoffeeshop/   https://www.linkedin.com/company/rooferscoffeeshop-com   https://x.com/RoofCoffeeShop   https://www.instagram.com/rooferscoffeeshop/   https://www.youtube.com/channel/UCAQTC5U3FL9M-_wcRiEEyvw   https://www.pinterest.com/rcscom/   https://www.tiktok.com/@rooferscoffeeshop   https://www.rooferscoffeeshop.com/rss     #tamko #RoofersCoffeeShop #MetalCoffeeShop #AskARoofer #CoatingsCoffeeShop #RoofingProfessionals #RoofingContractors #RoofingIndustry   

It's the Bottom Line that Matters Podcast
Mastering the Art of Follow-Up: Strategies for Business Success

It's the Bottom Line that Matters Podcast

Play Episode Listen Later Dec 16, 2025 11:59


In this insightful episode of "It's the Bottom Line That Matters," hosts Jennifer Glass, Daniel McCraine and Patricia Reszetylo tackle the crucial business skill of follow-up. The conversation opens with a discussion on how many touchpoints it really takes to secure client relationships, especially in environments where multiple interactions are often needed before a sale is made. The trio gets candid about their own follow-up habits—both the successes and the areas where they've fallen short—illustrating that even seasoned professionals sometimes struggle to stay on top of client communications.Listeners will learn about the different follow-up approaches that can work for a variety of businesses, whether retail, professional, or service-based. Daniel McCraine shares his experience of when consistent follow-up is a good investment of time, and when it's better to let clients come back at their own pace, especially in industries where readiness is a key factor. Jennifer Glass and Patricia Reszetylo discuss the advantages and challenges of relying on systems like CRMs, automated emails, and even handwritten notes, as well as the importance of mixing technology with personal touches.The episode also delves into preferences for how people like to receive follow-ups—whether by text, email, or traditional mail—and reveals the importance of choosing the right channel for your audience. For those who find follow-up daunting, the hosts remind us that doing something, even if imperfect, is far better than not following up at all. Wrapping up, the team encourages business owners to take action on long-forgotten contacts and leverage simple outreach to rekindle connections, reminding listeners that a simple message could lead to valuable new opportunities. This episode is a must-listen for anyone wanting practical, relatable advice on building stronger client relationships and boosting their bottom line through thoughtful follow-up.KEYWORDS: follow up, customer retention, client communication, CRM, automation, handwritten notes, direct mail, text messaging, email follow up, touch points, warm traffic, business relationships, sales process, thank you messages, networking, business cards, virtual coffee chat, sales funnel, prospect nurturing, mindset shift, coaching, consulting, automated touch points, reminders, promotional messages, service business, personal preferences, short code texts, business phone system, unsubscribe issues, client databaseHere are 3 actionable takeaways you can use today:Consistency beats perfection! As Daniel McCraine points out, even imperfect follow-up is better than none. Set up a simple system that works for you, and stick to it—something is always better than nothing.Mix up your methods. Don't rely solely on email—consider automated handwritten notes, text messages, or even direct mail to stay top of mind. Jennifer Glass suggests automating physical mail for a personal touch that stands out.Reconnect with old contacts. That stack of business cards from networking events? Use them as an opportunity. Reach out, acknowledge the lapse, and invite a conversation—you never know what doors you might open.If you've neglected the art of follow-up, now's the time to get back in the game. What's one small step you'll take today to reconnect with your network?#BusinessTips #Networking #FollowUp #Relationships #Entrepreneurship

Smashing the Plateau
How To Pivot Expertise And Build Authentic LinkedIn Engagement That Attracts Ideal Clients Featuring Nina Froriep

Smashing the Plateau

Play Episode Listen Later Dec 15, 2025 27:48


Nina is a LinkedIn™ featured brand builder and a content and engagement strategist for creators, coaches, and consultants.She collaborates with service-based entrepreneurs to develop strategies and create digital content that enable them to grow organically on LinkedIn.Nina is a recovering producer and documentary filmmaker. She's seen it all — from the early days of independent features to national TV commercials, corporate mega-shows, and Emmy Award–winning documentaries, including Abraham's Children, which she produced.Nina is from Switzerland. She owned 11-pound Dachshund mix who has her well trained.In today's episode of Smashing the Plateau, you will learn how to spot the right time to pivot, how to use AI without losing your authenticity, and simple LinkedIn routines that build real relationships instead of noise.Nina and I discuss:Nina's career journey and pivots from filmmaking to online coaching and video marketing [00:02:19]The pivot from video production to focusing on organic LinkedIn strategy [00:04:03]Techniques to listen for market changes and when to consider a pivot (including AI) [00:05:38]How to acknowledge AI in your messaging without chasing every shiny thing [00:08:44]The LinkedIn shift from a social graph to an interest graph — why engagement now drives visibility [00:11:00]The power of a consistent commenting practice and why you can post less but comment more [00:11:53]Nina's “list of 25” tactic for regular, strategic engagement [00:12:59]Why commenting builds meaningful relationships (and comment etiquette to avoid “bro marketing”) [00:13:47]Organizing LinkedIn outreach: engagement groups, spreadsheets, and simple CRMs [00:16:51]The role of community in business growth and the inspiration/accountability it provides [00:19:32]Ideal community size for meaningful connection (Nina's sweet spot: 30–100) [00:21:41]Questions to ask when choosing the right community for your transition (size, topic, demographics, geography, founder) [00:23:08]Where to find Nina's resources (Five Steps to a Perfect LinkedIn Post; Nine Steps to a Near-Perfect LinkedIn Profile) and how to connect with her [00:25:48]Learn more about Nina at https://clockwiseproductions.com and https://www.linkedin.com/in/nina-froriep/______________________________________________________________About Smashing the PlateauSmashing the Plateau shares stories and strategies from corporate refugees: mid-career professionals who've left corporate life to build something of their own.Each episode features a candid conversation with someone who has walked this path or supports those who do. Guests offer real strategies to help you build a sustainable, fulfilling business on your terms, with practical insights on positioning, growth, marketing, decision-making, and mindset.Woven throughout are powerful reminders of how community can accelerate your success.______________________________________________________________Take the Next Step• Experience the power of community.Join a live guest session and connect with peers who understand the journey:https://smashingtheplateau.com/guest • Not ready to join live yet? Stay connected.Get practical strategies, stories, and invitations delivered to your inbox:https://smashingtheplateau.com/news

WBSRocks: Business Growth with ERP and Digital Transformation
WBSP797: Grow Your Business by Learning the Top 10 K-12 Education CRMs w/ Sam Gupta

WBSRocks: Business Growth with ERP and Digital Transformation

Play Episode Listen Later Dec 15, 2025 16:00


Send us a textSelecting the right CRM in the K-12 education sector is less about sales enablement and more about orchestrating complex, long-lived relationships across an entire educational community. Before we present our Top K-12 Education CRMs in 2025, it is important to align on what success looks like in this context—where the “customer” spans students, parents, teachers, administrators, district leadership, and external partners, each with distinct engagement cycles and data needs. K-12 organizations require platforms that can manage enrollment journeys, communications, compliance, and support interactions over many years, often under strict regulatory and budgetary constraints. As a result, CRM selection in this space prioritizes governance, data integrity, and lifecycle visibility over traditional pipeline management or revenue optimization.In this episode, our host Sam Gupta discusses the top 10 K-12 Education CRMs in 2025. He also discusses several variables that influence the rankings of these K-12 Education CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=VIIesikgPkoRead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

Two Tree Guys
#174: Gear Talk - Jason and Shayna Shadowen - My Office Help

Two Tree Guys

Play Episode Listen Later Dec 13, 2025 28:00


Shayna Shadowen grew up a third-generation electrical worker, and Jason married into the trade. After years in new construction and eventually running a service company, they discovered a need for better office support in small rural trades businesses. That led to My Office Help—an outsourced back-office and CSR solution built around powerful systems, including multiple CRMs, custom mapping, scheduling, QuickBooks Online bookkeeping, and even AI-powered phone answering. They now help small to mid-sized companies (up to ~10 trucks) handle calls, permits, dispatching, and more so business owners can “do what you do best and let us do the rest.

TIQUE Talks
173. Hot Take: Should You Change Your CRM

TIQUE Talks

Play Episode Listen Later Dec 12, 2025 15:10


Today's question is one that hits Tique's inbox at least once a day: Should I change my CRM? Jennifer, Robin, and Ashlyn (Tique's workflow guru and product manager) break down why the answer is usually not so fast. Before you chase the next shiny tech solution, hear why you should first fully use the features you already have, and how skipping that step can lead to unnecessary costs, messy migrations, and full-blown workflow chaos. Ashlyn walks through what a CRM should be doing for your business, how to evaluate whether it's actually falling short, and why tightening your processes often solves the problem long before a system switch ever will. You'll also get a rundown of the five travel-industry CRMs they recommend and how to assess which tool aligns with your business. If the lure of a new platform has been calling your name, this episode is your sign to pause, evaluate, and make moves with intention instead of impulse!  Workflow Implementation → tiquehq.com/workflow-implementation Connect with Ashlyn → hello@tiquehq.com JOIN THE NICHE COMMUNITY VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ

Shed Geek Podcast
How RealWork Labs Turns Local Jobs Into Calls

Shed Geek Podcast

Play Episode Listen Later Dec 12, 2025 64:37 Transcription Available


Send us a textWhat does it take to look genuinely trustworthy in a low‑trust digital world? We sat down with RealWork Labs founder Pierce Birkhold to explore a practical path: stop telling people you're great and start showing them, right down to the street where you delivered the last shed. Pierce brings a rare blend of math, sales psychology, and product thinking to a challenge every local builder and trades pro faces—turning website visits into calls by proving real work happening nearby.We break down how conversation intelligence can ethically boost reviews by calling customers after install and being upfront about the nature of the call. That simple disclosure increases engagement and lowers friction. From there, Pierce maps out a stack that makes proof effortless: integrations with CRMs to auto-tag jobs, geotagged photos linked to reviews, and a thumb-friendly portfolio you can text during a quote. On your site, a clean widget lets buyers filter by zip code and job type; behind the scenes, long-form job pages give search engines the structured, verifiable data they need to rank you for local intent.You'll hear why AI-generated fluff backfires, why verified reviews tied to specific jobs are now SEO gold, and how “show, don't tell” wins both humans and algorithms. For shed builders, carport dealers, roofers, and other home services, the takeaway is simple: neighbors' installs are your strongest sales pitch. When a prospect can zoom into their area, see the photos, read the review, and recognize the neighborhood, your credibility jumps and so do your phone calls.Curious how to turn your scattered photos and reviews into a trust engine that works on your lot and on your site? Hit play, then tell us which proof signal you're missing today. 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 here.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: Shed ProThree Oaks Trading CoNewFound SolutionsIdentigrowCAL

Shed Geek Podcast
How A Sales-First CRM Turns Slow Follow‑Ups Into Closed Deals

Shed Geek Podcast

Play Episode Listen Later Dec 10, 2025 73:40 Transcription Available


Send us a textCustomers don't wait, and they don't remember who you are after they fill out three forms at 9:30 p.m. That's why this conversation zeroes in on the mechanics of modern selling for shed dealers: speed-to-lead in under 60 seconds, warm automation that follows up at least 14 times, AI call summaries that feed your ops and delivery teams, and clean attribution that finally shows which lead sources are worth the spend.We sit down with Joe and Brandon from Velocity360 to unpack how a sales-first CRM flips the usual script. Instead of piling on tools, they streamline the stack so every message lands in one place, the first contact fires instantly, and nurturing stays human and intentional. They share wins from dealers who doubled conversion rates and grew revenue by 25% in a single quarter—not by shouting louder, but by fixing the funnel leaks no one could see before: first response, follow-up discipline, and handoffs from sales to delivery.We also dig into the realities that stall teams: CRMs that take months to configure, reps who hate data entry, leadership with no visibility into what's working, and budgets wasted on channels that don't convert. The remedies are practical: white-glove setup built for the shed industry, AI that writes tight call notes automatically, integrations with configurators and marketplaces, and dashboards that show conversion by source in real time. If you've ever wondered why some dealers seem to sell on autopilot, this is the playbook.Want to turn more inquiries into installs and keep your team focused on real conversations instead of chasing ghosts? Press play, then share this with a fellow dealer. If it helps you spot one bottleneck, subscribe, leave a review, and tell us: what's your current response time—and what would 60 seconds change for you?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 here.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: Shed ProShed SuiteIFABCardinal ManufacturingSolar Blaster Fans

TIQUE Talks
172. Top Traits Of Successful Travel Advisors with Jenn Lee

TIQUE Talks

Play Episode Listen Later Dec 9, 2025 59:03


THE 2026 ROADMAP: MASTERING AI FOR GROWTH Tickets Now Available! → tiquehq.com/ai Everyone wants the secret sauce to becoming a successful travel advisor…so Robin and Jennifer brought on someone who actually knows. One of the most dynamic voices in the industry, Jenn Lee joins this episode to discuss the common traits that top advisors share. You'll hear why mindset, confidence, leadership, and resilience matter just as much as destination expertise, and why thinking like a business owner isn't optional if you want to grow. Jenn also gets into the systems high-performing advisors rely on (hi, CRMs!) and how the right processes can completely transform your workload and profitability. And yes, she goes there: what to do if you love travel but aren't sure agency ownership is your forever lane. From alternate roles to niche paths, Jenn explains how you can still build a career in travel that aligns with your strengths and brings you joy. Listen now! About Jenn Lee: Jenn is a dynamic leader in the travel industry, serving as President and Chief Marketing Officer of both Travel Planners International (TPI) and its sister company, Vacation Planners. With over 30 years of experience building and managing sales teams for Fortune 500 companies including Marriott Vacation Club, Ryland Homes, and Premiere Farnell, Lee brings strategic vision and an entrepreneurial mindset to empowering independent travel advisors. Known for her "let's get it done" culture and passionate advocacy for the travel advisor community, Lee also serves on the board of the Family Travel Association. Based in Maitland, Florida, she is dedicated to elevating the travel planning experience and creating opportunities for travel professionals to thrive both personally and professionally. linkedin.com/in/jennleelovestravel Today we will cover: (02:10) Meet Jenn Lee: one of the most influential voices in the advisor community (07:40) Shifting your mindset from hobbyist to entrepreneur (16:15) The core traits of a successful advisor (32:30) How rediscovering your “why” can realign your entire business (35:35) Systems, CRMs & running a sellable business (42:15) Investing in help long before overwhelm hits (44:50) Signs agency ownership isn't your lane & what paths exist beyond it (54:05) Leaving a business isn't failure; Jennifer's story of pivoting Get the FREE Business Launch Checklist! http://www.tiquehq.com/launch?utm_source=Podcast+Episode+40&utm_medium=Podcast+Shownotes&utm_campaign=Launch+Checklist JOIN THE NICHE COMMUNITY VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ Thanks to Our Tique Talks Sponsors: Cozy Earth - Use code COZYTIQUE for 20% off

Profits + Prosecco: The Podcast
5. The difference between a marketing system and a CRM - and why Kajabi is my pick

Profits + Prosecco: The Podcast

Play Episode Listen Later Dec 9, 2025 34:49


When a bookkeeper decides to start their own bookkeeping business, their minds go to one place: getting clients. A lot of these bookkeepers naturally gravitate toward sorting out their CRM first. They want something concrete to work with so they know they're ready when a client finally signs with them… But it's putting the cart before the horse. Having your CRMs sorted out is important. But it's not the first thing you need to focus on. You need to get people warmed up to you and your offer first, and the easiest way to do that is setting up a self-sustaining marketing system. Not as easy as it sounds, right? Marketing can feel like this big, nebulous thing without a clear place to start, especially for left-brained logistical people like us. But don't fret! I'm here today to demystify marketing for you…and tell you exactly what you should be focusing on as a new bookkeeper.    EPISODE RESOURCES: Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

WBSRocks: Business Growth with ERP and Digital Transformation
WBSP795: Grow Your Business by Learning the Top 10 CRMs for Innovation Districts w/ Sam Gupta

WBSRocks: Business Growth with ERP and Digital Transformation

Play Episode Listen Later Dec 8, 2025 25:07


Send us a textInnovation districts sit at the intersection of real estate, research, community building, and economic development—making them fundamentally different from most commercial enterprises. Unlike traditional organizations with a single revenue engine or operating model, innovation districts are ecosystems designed to orchestrate universities, startups, investors, public agencies, and anchor institutions within a shared physical and digital footprint. Their success depends less on transactional efficiency and more on their ability to foster collaboration, attract talent, manage long-term stakeholder relationships, and translate research and entrepreneurship into measurable economic impact. This multi-stakeholder, mission-driven structure creates unique governance, funding, and operational complexities that require purpose-built strategies rather than off-the-shelf commercial playbooks.In this episode, our host Sam Gupta discusses the top 10 CRMs for Innovation Districts in 2025. He also discusses several variables that influence the rankings of these CRMs for Innovation Districts. Finally, he shares the pros and cons of each CRM system.Video: https://youtu.be/eBYRIZZ1zJoRead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

AI Knowhow
What is an Account-Based Enterprise?

AI Knowhow

Play Episode Listen Later Dec 8, 2025 32:23


Is client-centricity actually holding you back? The team challenges conventional wisdom in this conversation on the account-based enterprise—a smarter, more sustainable model for growth. Courtney Baker, David DeWolf, and Mohan Rao dig into why client-first thinking often falls short, how CRMs give you a rearview mirror when you need headlights, and what it takes to shift from episodic touchpoints to proactive relationship intelligence. Pete Buer breaks down Meta's bold move to tie employee performance to AI impact—and the potential creativity crisis that could follow. Plus, catch highlights from David's LinkedIn Live with Brian Shea on spotting churn risks before they ignite. Watch on YouTube: https://youtu.be/t1fZKbiJCi0  https://www.knownwell.com/30days  

Sales Gravy: Jeb Blount
What Bowling Reveals About Staying Consistent in Sales (Money Monday)

Sales Gravy: Jeb Blount

Play Episode Listen Later Dec 7, 2025 15:34 Transcription Available


What Does a Perfect Bowling Game Have in Common With Top-Performing Sales Reps? Walk into a bowling alley on a Friday night, and you'll see a scene that looks like pure recreation. The crash of pins, the rumble of conversation, the squeak of shoes on the approach. But beneath all that noise is something far more serious: discipline, repetition, emotional control, and the relentless pursuit of mastery. That's the real game. And it's the exact game top performers play in sales. Selling rewards consistency, mental toughness, and the willingness to execute the fundamentals long after everyone else has checked out. When you break the sport of bowling down frame by frame, it mirrors what we teach every day at Sales Gravy. Fanatical Prospecting. Emotional control. Owning your process. Staying steady under pressure. Winning one shot at a time. Each frame reveals a truth about the way elite sellers think and operate. Frame 1: The Approach — Fanatical Prospecting In bowling, the shot starts before the ball ever moves. The routine is deliberate: same steps, same breath, same commitment. That's where consistency begins. In sales, your approach is prospecting. It's the moment you decide whether you're a professional or a hobbyist. Pros don't wait for a pipeline crisis. They build a non-negotiable daily rhythm of fanatical prospecting, exactly the way Jeb teaches it. “One more call. One more conversation. One more connection.” That mindset is your approach. That's the discipline that separates a bowler stepping onto the lane with purpose from the one sitting at the bar making excuses. You pick a target, commit, and move. Frame 2: The Lane — Owning Your Sales Process A lane looks the same every time, but it rarely plays the same. Oil patterns shift. Friction changes. Conditions evolve. Your sales process is no different. You can't control a buyer's internal politics or shifting priorities, but you can control how you move through your process. You can control your cadence, your discovery, your follow-up, and your commitment to advancing every opportunity with intention. Average sellers blame the lane. Pros read it. They ask better questions. They recognize where deals stall. They adjust without abandoning the fundamentals. The arrows exist to guide the ball; your process exists to guide you. Ignore it, and you drift straight into the gutter. Frame 3: The Ball — Your Message and the Triangle of Trust A bowler's ball is drilled to fit their hand, weighted for their style, and chosen for the conditions. Your ball is your message—your story, your questions, your ability to connect what you sell to what the buyer actually cares about. When you balance logic, emotion, and values, the ball rolls true. Most sellers throw the same generic pitch at every buyer. Pros tune their message. They refine their openings. They speak the buyer's language. Hit with too much emotion and no substance, you lose credibility. Hit with pure logic and no emotional relevance, you miss the pocket of influence. The goal is simple: strike emotion first, let logic clean up the rest. Frame 4: The Pins — Prospects, Objections, and Physics Pins obey physics. They aren't out to get you. Prospects are the same. Some fall quickly. Some require finesse. Some need a second shot. This is where many sellers unravel emotionally. They take objections personally. They turn one “no” into a story about themselves. Objections aren't judgment. They're feedback. “We're happy with our current vendor.” “Call me next quarter.” Objections are indicators, and tell you where your angle is off. Pros adjust. Ask a different question. Reframe the problem. Bring a story that hits harder. Then take another shot. The frame isn't over until you quit. Frame 5: The Shoes — Mindset and Emotional Control No one bowls in street shoes. You'll slip, lose balance, and go down hard. Your mindset is your pair of bowling shoes. Without emotional control, every call feels unstable. Every objection knocks you off center. Every tough moment spirals. Pros prepare their mind before they prepare their day. They visualize tough conversations. They decide how they'll respond to setbacks before they happen. They choose composure over reaction. A confident mind produces a confident delivery. Buyers feel both. Frame 6: The Equipment — Tech as an Amplifier, Not a Crutch Pros carry multiple balls, tape, tools—gear that helps them adjust and stay consistent. None of it bowls for them. Sales is full of tools too: CRMs, AI, sequencing engines, dialers. But tools only multiply effort. They never replace it. Weak sellers hide behind technology. Pros use it to increase conversations and stay organized. Tools help you understand the “oil pattern” of your territory. But at the end of the day, it's still you, a buyer, and a conversation. No technology closes deals for you. Frame 7: The Team — Culture and Accountability Bowling looks individual, but leagues win seasons. Behind every high average is a team pushing each other, challenging complacency, and celebrating progress. Sales is the same. Great cultures are built around coaching, accountability, and emotional safety. Teams share insights, review calls, and collaborate on tough deals. When someone hits a strike, everyone feels the lift. When someone struggles, the team rallies. You're competing, but you're not competing against each other. You're competing against your potential. Frame 8: The Scoreboard — Metrics and Truth The scoreboard doesn't lie. It doesn't care how busy you felt. It only reflects execution. Your sales scoreboard measures the same: dials, conversations, opportunities created, conversion rates. These numbers are feedback tools. High performers study them. They adjust mechanics, behavior, and cadence based on the data. You can't manage what you don't measure. Frame 9: The Follow-Through — Closing with Composure A bowler's follow-through is controlled and deliberate. The ball is gone, but the motion stays disciplined. Closing requires the same composure. Many sellers execute well early in the cycle. Then, at the moment of truth, they flinch. They rush. They soften.  Pros stay steady. They recap value clearly. They ask directly and confidently. They handle final concerns without panic. Closing is the natural output of a disciplined process. Frame 10: The Final Frame — Finishing Strong with Follow-Up The tenth frame separates casual bowlers from champions. Tired, under pressure, and out of margin for error, pros sharpen their focus. In sales, the tenth frame is follow-up. It's the week after the demo. The stalled proposal. The buyer who goes quiet. Most sellers mentally check out and tell themselves the wrong story: “If they wanted it, they'd call me.” Pros don't buy that lie. Deals are won in the follow-up—professional, relevant, value-driven persistence. That's where reliability is proven. The Game That Never Ends Sales doesn't have a perfect 300 game every time. Some days everything strikes clean. Some days you grind for spares. Some days the ball finds the gutter no matter how good your form feels. The separator is what you do next. Pros study the lane. They adjust their feet. They breathe. They get back on the approach and commit to the next shot with the same intensity as the first. So as you head into your day, think like a bowler playing the long game. Lace up your mindset. Respect your process. Choose your message with intention. Read your buyers the way pros read the lanes. Lean on your team. Track your scoreboard. And never cheat the follow-through. The pins are set. The lane is open. You've always got one more frame. Step up with purpose. Roll with confidence. And when in doubt, make one more call. Ready to take your sales game to the next frame? Build discipline, track your process, and crush your goals with the FREE Sales Gravy Goal Guide. Start mastering your results today.

MarTech Podcast // Marketing + Technology = Business Growth
Difference between being a CMO at private vs public company

MarTech Podcast // Marketing + Technology = Business Growth

Play Episode Listen Later Dec 3, 2025 3:04


CMOs face fragmented marketing spend across multiple brand portfolios. Danielle Pederson, CMO of Amaze, unified five creator-focused brands under one umbrella without losing individual brand equity. She implemented a phased taxonomy approach using "by Amaze" modifiers, consolidated three separate CRMs into HubSpot, and built a scalable architecture that allows new acquisitions to integrate immediately into the unified brand system.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Advisor Talk with Frank LaRosa
Greatest Hits: Why Most CRMs Fail and How to Fix Them

Advisor Talk with Frank LaRosa

Play Episode Listen Later Dec 1, 2025 41:57


Key Highlights from the Episode:0:00 – Introduction0:44 – Future-proofing your CRM and architecting for scalability2:23 – Why most CRMs fail when firms grow5:08 – AI in CRMs: more than just dashboards10:34 – Inside “Elite Genie” and how it supports advisors11:48 – Why your CRM is really a data warehouse14:05 – Integration-first architecture for efficiency and scale25:19 – Data hygiene: the foundation of advisor valuations33:15 – Overcoming skepticism around AI adoption38:08 – A roadmap to future-proofing your tech stackResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

MarTech Podcast // Marketing + Technology = Business Growth

Combining five creator brands into one unified platform creates customer confusion and fragmented marketing spend. Danielle Pederson, CMO of Amaze, led the consolidation of five distinct creator commerce solutions under one corporate umbrella without losing individual brand equity. She implemented a phased taxonomy approach using "by Amaze" modifiers, unified three separate CRMs into HubSpot, and created a scalable framework that allows new acquisitions to integrate immediately into the brand architecture.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.