Podcasts about CRMS

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.

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.

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   

Send us a textIn this episode of Soulful Self-Care Conversations, Pearl sits down with LeeAnna Taylor, a coach and mentor for women entrepreneurs in their startup phase, to talk about one of the most overlooked — yet most critical — aspects of business success: systems and organization.After meeting at a high-level women's entrepreneurship event in Las Vegas, Pearl knew LeeAnna's approach to helping new solopreneurs build sustainable businesses aligned perfectly with the transformational work she does with women at her retreats.This conversation dives deep into:Why so many women feel overwhelmed after starting a businessHow lack of systems creates stress, burnout, and chaosWhy organization is a form of self-careHow saying “yes” to structure gives you back time, clarity, and confidenceIf you've ever felt like your business owns you instead of the other way around — this episode is for you.Meet the Guest: LeeAnna TaylorLeeAnna Taylor is a:Military spouseSerial entrepreneurCoach and mentor for women entrepreneurs in their startup phaseFounder of Biz Bytes Collective, a mentorship space built for women creating something of their ownLeeAnna helps new solopreneurs find direction and confidence by guiding them through systems and operations setup, so they can stop feeling scattered and start building businesses that support their lives — not consume them.Introducing Little LeeAnna: The Roots of a High AchieverLeeAnna opens up about her childhood, sharing that she was a high-achieving, easily overwhelmed, and often angry child — something she now recognizes as sensory overload common in many driven women.Growing up in a small town with limited representation of entrepreneurs, LeeAnna followed the traditional path she believed was “success”: college, career, climb the ladder. But that path eventually led to dissatisfaction — and ultimately, to entrepreneurship.Her story highlights a powerful truth:Many women don't lack ambition — they lack representation and systems.Why Systems Matter (More Than You Think)LeeAnna explains that most of her clients don't come to her saying:“I don't know what business to start.”Instead, they say:“I feel disorganized.”“I'm stressed all the time.”“I don't know what to work on next.”“I feel like I'm busy, but nothing is moving forward.”Her first step with every client is a mini audit, asking:What is the one thing causing the most stress right now — and what would immediately make you feel lighter?That answer becomes the starting point.The Most Important System to Build FirstBefore CRMs, email platforms, or automation tools, LeeAnna emphasizes one foundational system:

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

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

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?

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.

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

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

Who Owns Your Digital Empire? Protect & Value Your Invisible Assets Before You Sell Your BusinessWelcome to ValuationPodcast.com—your go-to resource for navigating the world of business growth and valuation. I'm Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.In this episode, I sit down with Paige Wiest, CEO of Tree Ring Digital, to uncover one of the biggest blind spots business owners face today—digital asset ownership, continuity, and valuation.If you think “I know where my website is,” or “my marketing team handles that,” this conversation will open your eyes. Paige breaks down the hidden digital assets that can make or break your valuation, delay due diligence, trigger legal conflicts, or even destroy a deal entirely.We talk about:✔️ What digital assets actually are (it's far more than a website)✔️ Why owners lose control of their online presence without realizing it✔️ How digital chaos affects valuation, due diligence & post-transaction headaches✔️ Business continuity, digital continuity & avoiding operational breakdowns✔️ The rising importance of AEO (AI Engine Optimization)✔️ How small oversights—like a past employee's phone number—can cost you thousands⭐ 5 Key Takeaways1. Most business owners do NOT own or control all their digital assets. Logins, domains, hosting, ad accounts, social profiles, CRMs, and tools are often scattered, vendor-owned, or tied to former employees.2. Due diligence can break down without digital asset clarity. Buyers lose confidence when ownership is unclear—leading to retrades, lower valuations, or stalled deals.3. Digital continuity is as critical as operational continuity. If a vendor disappears or an employee leaves, businesses can lose access to websites, analytics, systems, or customer funnels.4. AI-driven search (AEO) will not replace SEO—but requires a clean, authoritative digital foundation. Without SEO fundamentals and trustworthy structured data, AEO strategies fall flat.5. Digital asset audits need to happen BEFORE going to market. Fixing gaps can take months (or legal battles), so owners should inventory and secure everything early.If you're preparing for a sale, planning expansion, or simply want to protect what you've built, this episode gives you the blueprint to regain control of your digital empire.Learn More & Download Paige's Digital Asset Protection Checklist:treeringdigital.com/valuationPaige Wiese (W-ee-s) is the founder and CEO of Tree Ring Digital, a top-ranked Denver-based marketing agency that develops high performance websites and digital marketing strategies for businesses nationwide. With 16 years of industry experience, Paige has seen companies and CEOs struggle to manage and maintain their assets through growth or transition. She hasrecently developed a proprietary digital asset management service to track and protect companies' over 200 data points. Paige is a dedicated speaker and mentor on the topics of brand protection and business growth.https://www.linkedin.com/in/paigewiese/https://www.treeringdigital.com/Connect with Melissa:Melissa Gragg  Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  Cell: (314) 541-8163Support the show

What does modern sales leadership look like when AI is in the mix? In this episode, host Susan Diaz and sales leadership coach Kirsten Schmidtke unpack how AI and humanity can peacefully coexist in sales, why scale starts with clarity and process (not tools), and how leaders can shift from output-obsessed hustle to outcome-focused, identity-level leadership in an AI-forward world. Episode summary Susan sits down with sales leadership consultant Kirsten Schmidtke to talk about AI, scale, and the "identity-level shifts" leaders need to make in modern sales. They start at the intersection of mindset and skillset - why AI is now part of the sales skill stack, but can't replace the human mindset, judgment, and presence required to sell well. Kirsten shares how sales organizations have moved from using AI as a basic copy/research tool to embedding LLMs in meetings, CRMs, and internal platforms, and even building their own AI features once they deeply understand their market and product. From there, they zoom out to the trust recession, spammy AI outreach, and the difference between being AI first and AI forward. They discuss AI as a way to free people into their zone of genius (hello, The Big Leap), the historical pattern of tech disruption and new job creation, and why AI should be seen as a massive upgrade to human potential - not a replacement. In the second half, they dig into scale and operations: why AI will only scale chaos if you don't have clear goals, processes, and SOPs. Why many sales orgs still lack documented sales and go-to-market processes. And how documenting before automating is the hidden unlock for using AI well. Kirsten closes with her identity-based leadership model (be → do → have), her outcome-over-output philosophy, and practical invitations for leaders who want to use AI to reduce burnout instead of fuelling hustle culture. Key takeaways Modern sales lives at the intersection of AI and humanity. AI is becoming part of the sales skillset, but the mindset - who you are being as a leader or seller - still drives how effectively those tools get used. Sales orgs have evolved past AI as copy tool. Early use was mostly email drafting and light research. Now teams are: choosing an LLM of choice (ChatGPT, Copilot, Perplexity, etc.) and tailoring it to their sales strategy embedding AI in meeting tools to surface questions and summaries in real time building AI into internal platforms based on deep knowledge of market, product, and GTM. We're in a trust recession - and lazy AI is making it worse. Spray-and-pray LinkedIn DMs and generic AI pitches erode trust and make buyers more sceptical and confused. Being AI forward means intentional, human-centred use of AI, not pushing AI for its own sake. AI should move you toward your zone of genius, not further into busywork. Borrowing from Gay Hendricks' The Big Leap, Kirsten and Susan talk about AI as a way to strip away tasks in your zones of incompetence/competence so you can spend more time in your zone of genius - and potentially unlock higher human experiences and contribution. Scale requires clarity and process before tools. AI isn't a magic scale button. Without a clear what and why, it can't help with the how. Leaders must: define the outcome and purpose of what they're scaling decide what not to do document the current process (SOPs) before asking AI to automate or optimise it. Otherwise AI just scales the chaos. Most salespeople are executors, not system builders. They're brilliant at doing the thing - calls, meetings, negotiation - but often not trained to design processes and ops. Pairing them with ops-minded people (and AI) to document and structure their best practices is where real scale lives. Identity-level leadership: be → do → have. Instead of "when I have the title, I'll be a leader", Kirsten coaches leaders to start with identity: "I am the leader of an AI-forward sales organization." That identity shapes thinking, then actions, then results. Shift from output to outcomes to avoid AI-fuelled burnout. If you treat AI as a way to cram more tasks into the same day, you just recreate hustle culture. Focusing on outcomes (what actually changes for customers, teams, and the business) allows you to use AI to create space - for thinking, rest, and higher-value work - instead of filling every spare minute. Episode highlights [00:01] Meeting Kirsten and why you can't talk about modern sales without talking about AI. [01:07] Mindset + skillset at the intersection of AI and humanity in sales. [02:35] How sales orgs first used AI as a copy / research tool—and what's changed. [04:45] Embedding AI in meetings and tools vs building AI features in-house. [06:11] The "spray and pray" LinkedIn problem and AI's role in the trust recession. [08:53] Being "AI forward" instead of "AI first." [10:39] Why humans remain safe: discernment, judgment, spidey senses, and taste. [11:39] Arianna Huffington, Thrive, and using AI to free time for human development. [13:19] The Big Leap and using AI to move into your zone of genius. [17:01] Tech history, job loss, and why we're in the messy middle of another big shift. [19:34] What scale really means: more impact with less time and effort. [20:33] Why AI can't fix a lack of clarity—and how it can accidentally add work. [23:32] "AI will scale the chaos" if you skip documentation and SOPs. [25:08] Salespeople as executors, not ops designers, and the power of pairing them with systems people. [27:47] Branding, buyer clarity, and why AI can't replace the hard work of positioning. [31:00] Identity-level shifts for leaders: adopting "I am…" statements. [35:21] AI and burnout: from productivity for productivity's sake to outcome-focused leadership. [37:25] Newtonian vs Einstein time and rethinking how we use the time AI frees. [39:59] "Outcome over output" as a leadership mantra in the age of AI. [40:38] Kirsten's invitation: a Sales Leader Power Hour to work on your mindset and identity. If you're leading a sales team - or are the sales team - and you're feeling the tension between AI, scale, and leadership start here: Pick one sales process and document it end-to-end. Identify one step where AI could genuinely reduce effort or time. Ask, "Who do I need to be as a leader of an AI-forward sales org?" and let that identity shape your next move. Connect with Susan Diaz on LinkedIn to get a conversation started.   Agile teams move fast. Grab our 10 AI Deep Research Prompts to see how proven frameworks can unlock clarity in hours, not months. Find the prompt pack here. To go deeper on mindset and identity shifts, connect with Kirsten Schmidtke on LinkedIn and book a Sales Leader Power Hour here: https://www.kirstenschmidtke.com/sales-leader-power-hour   

In today's episode, we unpack one of the most powerful—yet often underdeveloped—performance drivers in Sales Leadership: effective time management for sales teams.Even though it's one of the most talked-about skills in the professional world, time management remains a major challenge for both salespeople and sales leaders alike. Drawing on principles from Atomic Habits and the Ford Motor Company's process-efficiency revolution, this episode equips Sales Leaders with practical, actionable steps to sharpen their team's focus and eliminate the day-to-day chaos that drags down performance.Key Takeaways:Time management fuels Sales Growth, consistency, and customer experience.Sales teams MUST use their calendars as non-negotiable planning tools.Power Hours create deep work blocks that move deals forward faster.A CRM should guide workflow—not just store information.Every active deal needs a scheduled next step.These habits create clarity, structure, and 1% daily improvement.Time Stamps:0:00 Intro0:57 Time Management2:33 Calendars3:56 Setting Up Power Hours4:40 Making the CRM Non-Negotiable6:35 Action Items7:33 OutroTo learn more about our Coaching Program that is seriously growing our Customers sales: https://strongersalesteams.com/program/To book a time to Meet with Ben directly: https://strongersalesteams.com/strategy/This podcast helps the entrepreneur, founder, CEO, and business owner in the trade, construction and industry segments, regain focus, build confidence, and achieve measurable results through powerful sales training, effective sales strategy, and expert sales coaching—guiding every sales leader, sales manager, and sales team in mastering the sales process, optimizing the sales pipeline, and driving business growth while fostering leadership, balance, and freedom amidst overwhelm, stress, and potential burnout, creating lasting peace of mind and smarter decision making for every California business and Australia business ready to scale up with excellence in sales management.

Ken Pozek joins Jason Cassity to break down the content strategy behind his 600+ closed deals in 2025. He shares the Instagram and YouTube system that powers his conversions, the weekly Live format that keeps him consistent, and the content cadence agents can use to drive real business all year long.

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

In this episode we bravely wade into the world of CRMs — not the most glamorous topic, but definitely one that can make or break your business sanity. We kick things off with a cautionary tale about mysterious contract clauses (spoiler: they weren't included, but were somehow still binding?), before diving into the myth that picking the "right" CRM tool is the secret to sales success. Spoiler #2: it's not.We explore why your CRM should enable your team — not just generate pretty reports for the execs — and why bad implementation often starts with a tool and not your actual business needs. From Salesforce to Dynamics to HubSpot (and even a shoutout to Atomic Habits), we dish out practical, painfully-learned advice on how to make your CRM actually work for you.Come for the tips, stay for the rants about unread contracts and self-built CRM nightmares.

Picking the ultimate intelligent workspace defines team success in 2026's AI-driven world. This episode pits Google Workspace against Microsoft 365 and Zoho Workplace, evaluating their strengths in security, automation, AI assistants, real-time collaboration, ecosystem integrations, and value for money.Discover performance breakdowns tailored for enterprises, IT teams, and SMBs, plus pro tips to align each platform with your workflow goals.

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

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

If you've ever said, “I hate tech, I just want this to work,” this episode is your blueprint. Kerri M. Roberts sits down with systems and automation expert Brenda Breland of Build Business Academy and BuildDesk, who helps small business owners automate leads, follow-up, and client journeys - without needing a full-time ops or marketing team. Learn how to plug the money leaks in your follow-up, use automation that feels human, and build simple systems that let you serve your clients with excellence.They unpack the difference between AI that tries to replace you and automation that actually amplifies you, so your clients still feel seen, known, and cared for. Together, Kerri and Brenda walk through why every business, even the tiniest shop, needs a CRM from day one, what smart follow-up really looks like, and how to think through whether you're called to serve B2B, B2C, or both.Underneath all of it is a simple, biblical principle: faithful stewardship. When you care for the systems behind your business and the body God has given you, you're freed up to lead, love, and serve at a higher level. This episode will help you see where your systems may be working against you - and what to do about it before the year ends.Key TakeawaysMost small businesses are leaking money in their follow-up.Automation should amplify you, not replace you.Every business needs a CRM from day one.Content that converts starts with connection.Follow-up is the one automation you can't afford to ignore.Resources✨ HR in a Box – Your Fractional HR Partner for Small Business If you're growing a business and want to build people systems that honor your team and protect your company, HR in a Box gives you the tools, templates, and guidance you need—without the cost of a full-time HR department. From compliant hiring to performance conversations, it's designed to help you lead with clarity, integrity, and confidence. www.saltandlightadvisors.com/hrinabox

In this episode of the Rainmaker Podcast, featuring Mark Tower, Senior Institutional Sales and Marketing Professional at Asset Management One USA, delivers a comprehensive masterclass in relationship-driven sales strategy, leadership, and career longevity within the asset management industry. With 25 years of experience, Tower offers a mix of practical advice and personal anecdotes that emphasize the importance of consistency, adaptability, and authenticity in building a successful sales career.Tower shares his background growing up as the youngest of eight children in New Jersey, an experience that helped him develop strong interpersonal communication skills. After initially exploring a career in radio while studying at Boston College, he pivoted to finance after a pivotal career fair encounter led to an internship at Orbitex. This early exposure to asset management sales shaped his view of the business as deeply relational rather than purely transactional.Throughout his career, from retail wholesaling to institutional alternatives, Tower has maintained a wholesaler's mentality, centered on volume, persistence, and regular in-person meetings. He stresses that while the sales process has evolved, particularly in the post-COVID world, the fundamentals remain the same: show up, follow through, and build trust over time. Tower describes structuring his travel plans like a “milk route,” ensuring consistent visibility with clients, which builds credibility even when meetings aren't immediately productive.At Asset Management One, Tower leads a small business development team but operates within a global firm backed by Mizuho Bank and Dai-Ichi Life. He explains how even with a lean U.S. team, global coordination is key, and everyone, from operations to compliance, is considered part of the broader sales function. Internal communication is facilitated through Microsoft Teams, allowing seamless collaboration across time zones and remote work environments.Tower emphasizes the critical role of technology, particularly CRMs, in organizing and scaling a salesperson's efforts. He's a strong advocate for Salesforce, especially when integrated with tools like Dakota Marketplace, which he credits for increasing efficiency and effectiveness in prospecting and follow-ups. He believes that proper CRM usage not only supports personal productivity but also improves firm-wide communication and accountability.Leadership-wise, Tower positions himself as a “player-coach,” actively supporting his team without micromanaging. He highlights the importance of empathy, advocacy, and leading by example, whether through hands-on involvement in RFPs or making time for late-night coordination with global colleagues.For aspiring sales professionals, Tower's advice is simple but powerful: be present, be authentic, and be helpful. He encourages young professionals to prioritize face-to-face engagement, attend conferences, and resist the temptation to overly rely on digital outreach. In an era where emails and automation dominate, Tower argues that true relationship-building still requires showing up and offering genuine value.Overall, this episode delivers valuable insights into what it takes to build and maintain a successful institutional sales career in asset management. Tower's experience-driven wisdom and grounded leadership philosophy offer lessons not just for sales professionals, but for anyone navigating a relationship-intensive industry.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

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?

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  

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.

Send us a textA passion project can stay pure and still pay its bills. We open the curtain on how our shed-industry podcast evolved into a practical media and consulting platform, why we invite direct competitors to the mic, and how we're formalizing a vetted network of niche experts in operations, rent-to-own, CRMs, 3D configurators, lumber, and growth leadership. The goal is simple: connect real problems to the right expertise, measure outcomes, and keep the conversation honest enough that everyone gets better.You'll hear the why behind our approach to monetization and sponsorships, including exclusivity, rigorous vetting, and a commitment to fairness even when we sell. We also share what changed our trajectory: a health scare, burnout, therapy, and an inattentive ADHD diagnosis that reframed decades of focus struggles into an attention-surplus superpower. That transparency isn't spectacle—it's strategy. When leaders stabilize, teams perform, customers feel the difference, and the entire supply chain benefits from clearer thinking and cleaner processes.We're building peer groups and roundtables where shed pros can ask hard questions, bring fresh data, and iterate on what works month after month. Education alone isn't enough; iteration compounds. If you bring niche expertise or need targeted guidance, we want to talk—because iron sharpens iron, and this industry grows faster when we learn out loud together.Subscribe, share with a colleague, and leave a review to help more shed pros find these conversations. Want in on a peer group or consulting session? Call or text 618-309-3648 or email info@sheedgeek.com.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 ProLuxGuardShed ChallengerMaking Sales Simple

Selene Hanna joins Jason Cassity and The Broke Agent to discuss her Instagram strategy that gained her 25k followers and over $7M in closings in just 10 months. They also cover their content ideas for the month of December.

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.

Andrew Wild was Zillow's 60th employee. He spent 15 years helping build the portal giant before leading enterprise strategy at Tom Ferry, Final Offer, and now Lofty. In this unfiltered episode, James and Keith sit down with Andrew to unpack what he's learned across every corner of the real estate industry. From the evolution of portals to the rise of agentic AI, Andrew shares sharp, candid insights on where the business is headed—and what agents, brokers, and platforms need to do to stay relevant. They dig into: Why agents still matter (even with AI) How CRMs must evolve into outcome-driven ecosystems Where portals like Zillow, Realtor, and Homes.com go from here The fatal flaw in most agent follow-up systems What consolidation, lawsuits, and shifting margins really mean for the future Whether you're portal-obsessed or AI-allergic, this episode will challenge what you think you know about the next chapter of real estate. Links mentioned during the episode: https://youtu.be/SXKQSQVkL8A https://youtu.be/I4VUBMamHuY Connect with Andrew on LinkedIn. Learn more about Lofty on LinkedIn - YouTube - Facebook - Instagram - TikTok or online at lofty.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/  

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.

What would we do differently if we started our travel agency all over again today? In this episode, Whitney sits down with industry veteran Julie Lanham, President of Vacations to Remember, to explore that question. Julie brings 40 years of perspective, having built her agency from the ground up long before host agencies, online bookings, or social media existed. Together, she and Whitney unpack what they'd repeat, what they'd absolutely change, and how new advisors can learn from decades of experience. From boundaries and mentorship to CRMs and hiring support, this conversation is both reflective and refreshingly real about the evolution of running a travel business.

In this episode of the Transform Sales Podcast: Sales Software Review Series, Eddie Bello, Marketplace Specialist at CloudTask, sits down with Preston Zeller, Chief Growth Officer at BatchService, to reveal how BatchLeads lets real‑estate pros zero in on motivated sellers and beat competitors to the deal. BatchLeads blends nationwide property data, AI‑driven seller “motivation” scores, and built‑in skip tracing to deliver hyper‑targeted lead lists in minutes. One click pulls owner phone & email, auto‑updates property records, and lets you call, text, mail, or power‑dial without leaving the platform no more juggling spreadsheets, CRMs, and third‑party data vendors. The result? Higher right‑party contact rates, cleaner pipelines, and faster closed transactions for investors, wholesalers, and agents alike. Try BatchLeads here: https://software.cloudtask.com/batch-services-734e83 #TransformSales #SalesSoftware #BatchLeads #RealEstateData #MotivatedSellers #PropTech

Last week, we talked about why strategic prioritisation matters and how it creates your unfair competitive advantage. We looked at how the spray-and-pray approach is costing you 5 times as much to acquire clients, resulting in 52% lower marketing ROI and 40% higher client churn. More importantly, we discussed how strategic prioritisation transforms your business: marketing spend decreases whilst results increase, you grow 30% faster, and you build sustainable competitive advantages that can’t be easily replicated. So now the question becomes: where exactly should you focus your limited resources for maximum impact as you plan for late 2025 and into 2026? Today, I’m going to walk you through the critical areas that research shows demand attention. Let’s dive in. What You’ll Learn in This Episode Identify your true business driver by analysing conversion data—discover which activities actually close deals versus those that just create awareness (one agency increased conversions 40% using this method) Niche specialisation delivers 300% higher profitability than generalist approaches, with specialist agencies filling roles 2.3x faster and commanding 20-30% premium fees Client retention strategies that boost profitability by 25-95% with just a 5% improvement, including proactive communication frameworks and multi-stakeholder engagement tactics The Lead Generation Triad framework for building predictable sales pipelines using current connections, content marketing, and systematic cold outreach 2026 recruitment marketing priorities, including AI-driven solutions (81% of agencies investing), social sourcing strategies, and authentic employer branding approaches Technology stack essentials that reduce time-to-fill by 60% and help agencies close 40% more deals through integrated CRM-ATS systems Identify Your Key Business Drivers Before you dive into any of these priority areas, there’s one critical step that far too many recruitment business owners skip: identifying your key business driver by reviewing actual conversion data. Here’s what I mean. I was speaking with an MD recently who was convinced that their time should be split equally across all their marketing activities. They were doing a bit of LinkedIn, a bit of email, some cold calling, and attending the occasional networking event. But when we sat down and analysed where their converted clients came from over the last two years, you know, the ones who signed terms and generated revenue, we discovered something fascinating. Their LinkedIn content was absolutely working. It was creating awareness, generating engagement, and booking initial meetings. But here’s the thing: those LinkedIn connections only converted into actual clients when they transitioned to messaging, face-to-face meetings, or structured follow-up calls. The pattern was clear: LinkedIn opened the door and built credibility, but it was the in-person meeting or the strategic phone conversation that closed the deal. Without that crucial next step, the LinkedIn engagement rarely converted to revenue. This revelation completely changed their strategic priorities. They didn’t stop posting on LinkedIn; it was a vital awareness tool. But they realised their true business driver was the face-to-face meeting. So, they restructured everything around getting more of those meetings and making them count. They used LinkedIn to create awareness and credibility, then systematically moved prospects toward booking virtual coffee meetings or office visits. The result? A 40% increase in client conversions over the next quarter. So, before you commit to any strategy for 2026, I want you to do this simple exercise: Look at your converted clients over the last two years. Trace back through the entire journey. What created the initial awareness? What built the credibility? And critically, what was the final touchpoint that actually converted them into a client? Was it a face-to-face meeting after connecting on LinkedIn? A follow-up call after they downloaded your content. A presentation at their office that you arranged through email outreach. Whatever that conversion moment was, that’s your key business driver. Everything else is supporting that driver. Once you’ve identified this, you can build your entire priority framework around creating more of those conversion moments, whilst using your other channels strategically to feed that pipeline.  Market Positioning and Niche Specialisation One of the most fundamental strategic decisions you face is whether to operate as a generalist or specialist agency. The evidence overwhelmingly favours niche specialisation for agencies seeking competitive advantage. Listen to these numbers: • Niche recruitment agencies fill roles 2.3 times faster than generalists because they know the industry inside and out. • They earn 3.2 times more referrals due to the trust and credibility that comes with deep industry expertise. • They command 20 to 30% higher fees thanks to demonstrated specialisation. • They achieve 89% client retention rates, far above the 62% average for generalists. • And they see a 300% boost in revenue and profitability compared to generalist counterparts. The qualification rates tell the story: niche recruiters achieve 20-25% qualification rates, compared to just 5-8% for generalists. With 72% of hiring managers struggling to fill specialised roles, niche agencies are uniquely positioned to meet this challenge. Client Relationship Management and Retention Though new client acquisition often dominates business development discussions, client retention represents one of the most profitable priorities. Here’s a stat that should make you sit up: increasing client retention by just 5% can boost profitability by 25-95%. Let me share some priority actions: Exceptional service delivery: The temps and contractors you place are your frontline ambassadors, but this principle applies equally to permanent placements. The care you show the people you’ve placed directly impacts on your client relationships. Research indicates that highly engaged placements are 59% more productive and 87% less likely to experience premature departure. When you invest in looking after the candidates you’ve placed, checking in regularly, and ensuring they’re settled and supported, this directly impacts client perception and repeat business. Your client views you as someone who prioritises the long-term success of placements, not just someone who fills roles and then disappears. Proactive communication: The best partnerships are built on regular, strategic conversations, not just transactional job orders. Quarterly hiring roadmap sessions keep you close to client businesses, even when they’re not actively hiring, transforming you from a vendor to a strategic partner. Value-added services: Agencies providing strategic insights into workforce management achieve 33% higher revenue growth than those focused solely on transactional recruitment. Sharing data-driven insights, market trends, and salary benchmarks positions your agency as indispensable. Multi-stakeholder engagement: Use LinkedIn Sales Navigator to identify key decision-makers beyond your primary contact. Companies increasingly want relationships at the strategic level where budget allocation decisions are made, not just where job orders are placed. Business Development and Lead Generation A robust, predictable sales pipeline separates recruitment companies that thrive from those that merely survive. We teach the Lead Generation Triad, which provides a framework for balanced business development: Current Connections: Your existing network of clients, candidates, and industry contacts represents your most valuable lead source. Regular re-engagement of your database through targeted campaigns can generate hundreds of downloads and follow-up opportunities. Content as a Convincer: Strategic content marketing establishes your agency as a trusted industry resource. Recruitment agencies with active blogs generate 126% more leads than those without consistent content publication. Cold Outreach: Whilst uncomfortable for many, systematic cold outreach, when done consistently across multiple channels (phone, direct messages, texts, video messages, emails), revolutionises business development over the long term. The key is integration: all three components working together create momentum across short, medium, and long-term horizons. Recruitment Marketing and Employer Branding As we look towards 2026, recruitment marketing capabilities have become essential competitive differentiators. Successful companies are prioritising: • Media diversification: Reducing dependency on just LinkedIn posts by using images, polls and videos on multiple platforms. • Employee advocacy programmes: Leveraging authentic employee-generated content to showcase company culture. • Candidate quality focus: Moving beyond volume metrics to emphasise quality of placements and long-term retention. If you haven’t listed/watched Sandra’s post on candidate care click here. • Content marketing: 45% of agencies plan to use content generation as a main tool for candidate and client attraction. • Social sourcing: 75% of agencies plan to utilise social sourcing strategies for candidate attraction. The shift is clear: recruitment marketing in 2025 and beyond requires authenticity, strategic channel selection, and consistent value delivery. Technology Investment and Automation An integrated tech stack that powers both growth and operational efficiency is potentially transformative for recruitment agencies in 2026. By the end of 2024, 81% of agencies were investing in AI-driven recruitment solutions, and 67% of recruiters believed that increased AI usage would be a top trend in 2025. Strategic technology priorities include: Integrated CRM and ATS systems: Disjointed systems cause inefficiencies, outdated data, slower sourcing, and missed opportunities. Research indicates that automation can reduce time to fill a position by up to 60%, whilst integrated ATS-CRM solutions help agencies close 40% more deals than those using standalone systems. Workflow automation: Automation eliminates manual, repetitive tasks, from candidate engagement workflows to AI-driven CV formatting and chatbot-powered lead capture. This enables recruiters to focus on high-value activities, such as building relationships and nurturing talent pipelines. The key insight: technology investment should drive efficiency and enhance human capabilities, not replace the relationship-building that remains central to recruitment success. Performance Measurement and KPIs Strategic prioritisation requires measurement. You can’t manage what you don’t measure, as they say. Essential recruitment KPIs include: • Financial metrics: Cost per hire, revenue per recruiter, gross profit margin. • Efficiency metrics: Time to fill, time to hire, candidate pipeline health. • Quality metrics: Quality of hire, first-year attrition, offer acceptance rate. • Relationship metrics: Candidate satisfaction, hiring manager satisfaction, client retention rates. • Activity metrics: Conversion rates by acquisition channel, source of hire effectiveness, and recruiter performance dashboards. The most successful agencies use applicant tracking systems and recruitment CRMs to automate tracking, pull reports, and monitor pipeline health. Here’s the key: define your objectives first, then identify the questions metrics will help answer, and finally determine which KPIs to track. Avoid tracking metrics simply because you can. Every KPI should inform strategic decisions. Putting It All Into Action Your Strategic Planning Process For broader strategic planning, follow these essential steps: 1. Conduct a Year-End Review: Reflect on what worked and what didn’t in 2024 to 2025. Assess financial performance, operational efficiency, and alignment with your broader vision. 2. Define Clear Goals: Avoid vague aspirations. Instead of “grow revenue,” set specific outcomes, such as “increase contract placements by 25% in Q1 2026” or “expand into healthcare recruitment niche by June 2026.” 3. Prioritise ruthlessly: Focus on just a handful of well-defined goals. Prioritisation isn’t about deciding which goals are most important; it’s about understanding what needs to be done now to enable progress later. 4. Build a Detailed Roadmap: Break down each goal into smaller steps or milestones. Assign clear responsibilities and set realistic timelines. Connect long-term objectives to everyday actions. 5. Establish Measurement Systems: Define success metrics for each priority. Ensure you have tools and processes in place to track progress. 6. Create a Decision-Making Framework: Use your strategic priorities as a filter. When new opportunities arise, ask: “Does this align with our strategic priorities?” If not, the answer should be no. Avoiding the Common Pitfalls Strategic implementation fails when companies: • Try to do too much at once, spreading resources too thin. • Set goals without clear measurement criteria. • Fail to communicate strategy throughout the organisation. • Don’t review and adjust plans regularly based on results. • Allow short-term pressures to override strategic priorities constantly. The most successful companies view strategic planning as an ongoing process, rather than a one-time exercise. They hold regular review sessions, celebrate progress, and adjust course when evidence indicates change is needed. Wrapping Up: Your Competitive Advantage Starts Here So, as you plan for 2026, the choice is clear. You can continue with scattered “spray and pray” activities that feel productive but deliver mediocre results. Or you can embrace strategic prioritisation that focuses your limited resources on high-impact areas. The evidence is compelling. Companies that set real priorities and execute with discipline consistently outperform those that don’t, whether measured by revenue growth, client retention, placement quality, or recruiter productivity. They’re not just busier; they’re more effective, more profitable, and more resilient when market conditions change. Strategic prioritisation transforms recruitment businesses from reactive order-takers into proactive strategic partners. It allows smaller agencies to compete with larger competitors by dominating specific niches rather than being mediocre generalists. It creates sustainable competitive advantages that can’t be easily replicated. Warren Buffett wisely observed: “The difference between successful people and really successful people is that really successful people say no to almost everything.” For recruitment business owners, success in 2026 begins with having the courage to say no to scattered activities and yes to strategic focus. The question isn’t whether you can afford to prioritise strategically. It’s whether you can afford not to. Thanks, Denise How We Can Help If you’re sitting there thinking, “This all makes sense, Denise, but I don’t know where to start,” I completely understand. That’s exactly why Sharon and I created Superfast Circle. We work with recruitment, search, and staffing companies just like yours to help you set the marketing and sales priorities that drive growth. If you’d like to discuss how we can support you, book a call with us here. The post Setting Priorities for Your Recruitment Business – Episode 2 appeared first on Superfast Recruitment.

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

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.

Send us a textWhen evaluating the top 10 large-company CRMs in 2025, it's essential to ground the discussion in how we define this segment: organizations with more than 5,000 employees and over $1 billion in annual revenue, representing the true enterprise tier. Unlike startups, small businesses, or even mid-sized firms, large enterprises operate with global scale, complex geographic footprints, and deeply layered organizational structures that demand far more from their CRM systems. Their priorities include advanced territory and quota management, multi-layered sales and service planning, global data consolidation, and strict compliance with regulations across multiple jurisdictions. As a result, CRMs designed for this tier aren't simply expanded versions of mid-market solutions—they are built with entirely different architectural assumptions, offering deeper configurability, stronger governance controls, more sophisticated integration frameworks, and data models engineered to support highly interconnected business units operating across regions, languages, currencies, and regulatory environments.In this episode, our host Sam Gupta discusses the top 10 Large Non-Profit CRMs in 2025. He also discusses several variables that influence the rankings of these Large Non-Profit CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=FFtzoHQiqfgRead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

In this episode of The Profit Cleaners Podcast, Brandon Schoen and Brandon Condrey introduce BunnyBid, the first official app in the new CleanStack suite. Built from eight years of real operational data, proven pricing formulas, and the original Profit Cleaners matrix, BunnyBid is designed to help cleaning business owners generate fast, accurate, and profitable quotes — every single time.The episode walks through how BunnyBid streamlines the entire quoting process: from configuring market wages and cleaner pay, to instantly calculating job times, margins, and profitability. The Brandons explain how the tool replaces spreadsheets, eliminates guesswork, ensures consistency across all quotes, and helps users follow up faster — all crucial components of winning more jobs in today's competitive market.You will also learn about upcoming integrations with leading CRMs, built-in AI tools for generating quote descriptions, and additional features that help businesses track winning price points and optimize performance over time. They also reveal the broader CleanStack AI roadmap and preview ShineProof, the next app designed to automate before-and-after social content.This episode provides a detailed look at how BunnyBid can immediately upgrade your quoting workflow, enhance professionalism, improve accuracy, and support sustainable growth for cleaning businesses at any stage.Listen now!

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.

Mike opens the meeting by addressing the use of generic, insincere greetings in professional communication, arguing that such phrases disconnect conversations. They criticize the use of automated messages from CRMs, particularly during holidays, as they come across as spammy and insincere. Mike highlights the resources available to create more personalized and engaging content, urging team members to leverage these resources to build credibility and engage their audience effectively.

In this episode of The Digital Executive, host Brian Thomas sits down with Maksim Ovsyannikov, a veteran enterprise product leader with over 25 years of experience shaping productivity solutions across supply chain, HR, marketing automation, customer success, and CRM. Now leading product and design at SugarCRM, Maksim shares how his diverse background led him to focus on redefining CRM for the AI-native era.Maksim breaks down why traditional CRMs fail sellers, how SugarCRM's “precision selling” framework addresses the gap, and the four critical components that enable AI to transform seller productivity: delivering better leads, identifying risks, improving preparedness, and empowering coaching. He also unpacks the difference between augmentation AI and generative AI—and why the real risk isn't AI taking jobs, but humans losing jobs to those who master AI.Looking ahead, Maksim predicts that nearly all enterprise software will soon be built around AI-driven workflows that deliver outcomes, not just dashboards. He explains how conversational and agentic AI will reshape seller experiences, enabling more intuitive, human-like interactions and dramatically higher productivity.A forward-looking conversation for anyone interested in the future of CRM, sales technology, and AI-driven enterprise software.If you liked what you heard today, please leave us a review - Apple or Spotify.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, host Jen Van Horn welcomes Hayley Akins, founder of Motion Hatch, to discuss business systems, client relationship management, and social media strategies that help motion designers build sustainable freelance careers.This episode covers:The power of systems: How implementing basic business systems like CRMs and client outreach processes prevents the feast-or-famine cycle that plagues freelancers, with real examples of designers discovering lost opportunities worth thousandsClient relationship management: Why a CRM is the single most important system for freelancers, tracking past clients, prospects, and networking contacts to ensure consistent follow-up and relationship buildingLinkedIn strategy evolution: Current best practices including posting native video content, using polls for engagement, maintaining authentic voice over AI-polished writing, and understanding the 4 A's framework (awareness, attraction, action, advocacy)Niche positioning without perfection: How to start establishing expertise in a specific area by posting about your interests before having everything figured out, using personal projects as proof of conceptReaching direct clients: Strategies for targeting dream clients including researching their Facebook page transparency for active ad campaigns, finding the right company size, and connecting with marketing managers on LinkedInEnd-of-year planning: The importance of starting client outreach now for 2026 projects, as brands are currently planning beyond Q1 and have year-end budgets to allocateUpcoming Events:Gartic Phone Game Night - December 3rdSam Judelson (LUX3D) hosting for DecemberBlack Friday deals available including Motion Hatch's Client Magnet Bundle at 60% offVisit MondayMeeting.org for this episode and other conversations from the motion design community!SHOW NOTES:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Monday Meeting Patreon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Monday Meeting Discord⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MondayMeeting LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MondayMeeting Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MondayMeeting Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MondayMeeting Newsletter⁠Motion HatchHayley's EmailBlack Friday Deal Motion HatchCreative and CoinSchool of Motion Black Friday

If you're a roofing or home service owner thinking about selling in the next 1–5 years, this is required viewing. Tim and Gregg Schonhorn (Business Development Advisor, SF&P Advisors) unpack the real story behind platform roll-ups, the Minnesota Rusco / Nucco situation, AirPros, and why roofing is still 5+ years behind HVAC, plumbing, and electrical on the private equity curve.You'll hear why some buyers are rock-solid long-term partners… and others are ticking time bombs built on ugly debt structures and bad covenants.In this conversation, you'll learn:How roofing PE platforms are actually structured (and where they make their money)Why deals like Minnesota Rusco and AirPros went sideways – and what warning signs you can spot earlyHow storms, demand cycles, and “one huge year” really factor into your valuationThe difference between real platforms and “let's bundle 10 shops and flip” con jobsHow to vet a buyer's debt, covenants, and capital stack so you don't get wiped out by their financingWhy integration (systems, CRMs, chart of accounts, handbooks, compensation) is what creates real enterprise valueHow culture, community reputation, and referrals quietly drive higher multiples for roofing businessesPractical steps to add 3–5% net and hundreds of thousands of EBITDA before you go to marketIf you want to protect your people, your brand, and your upside when you sell, this episode will give you the questions to ask and the traps to avoid.

In this episode, we continue our conversation on building a resilient business by focusing on shared ownership, redundancy, and smart automation. We talk about how to empower your team to make decisions, centralize knowledge and access, and design systems that don't fall apart when one person steps away. We also explore the mindset shift from being the hero of every story to building a brand and team that clients can trust, not just a single person. Ultimately, we challenge ourselves and you to design a business that supports your health, family, and future, instead of constantly taking from you. Main topics: Culture of shared ownership Redundancy across people and systems Centralizing knowledge and access Smart automation for pet businesses Designing business around your life Main takeaway: "Build your business around the life you want, not the life that you are stuck in." So many pet sitters and dog walkers feel trapped by the very business they created. The schedule, the emergencies, the hundreds of tiny tasks all add up until you feel like the only thing holding everything together. In this episode, we talk about what it looks like to flip that script—to design your business so it supports your health, your family, and your future. We walk through building shared ownership with your team, adding redundancy so you're not the only one who knows how to do critical tasks, and using automation to take work off your plate. If you're tired of feeling like the business is taking from you, this conversation will help you start building one that gives back. Links: Get 1 NAPPS/PSI CEU FOR LISTENING TO EPISODES 648 AND 650 Examples pet business CRMs mentioned: Time To Pet: https://www.timetopet.com PetBiz CRM: https://www.petbizcrm.com Automation / tools referenced: Zapier: https://www.zapier.com Asana: https://www.asana.com  Google Drive: https://www.google.com/drive  Dropbox: https://www.dropbox.com Check out our Starter Packs See all of our discounts! Check out ProTrainings Code: CPR-petsitterconfessional for 10% off

Send us a textWhen evaluating the top 10 mid-sized CRMs in 2025, it's important to anchor the discussion in how we define the mid-sized market: organizations with roughly 100 to 5,000 employees and annual revenues from about $100 million to $1 billion. While some vendors might loosely label this range as enterprise, its operational profile aligns more closely with a true mid-sized segment—complex enough to require mature workflows, multi-layer security, and structured organizational planning, yet not burdened by the extreme global compliance, multinational consolidation, or governance demands seen in large enterprises. This tier sits squarely between the lightweight needs of startups and small businesses and the heavy global operational requirements of enterprise firms. As a result, CRM systems built for mid-sized organizations strike a deliberate balance: they offer richer data models, stronger automation, and more advanced capabilities than systems targeted at smaller businesses, without introducing the excessive overhead or architectural rigidity common in enterprise-focused platforms.In this episode, our host Sam Gupta discusses the top 10 Mid-Sized Non-Profit CRMs in 2025. He also discusses several variables that influence the rankings of these Mid-Sized Non-Profit CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=KLnUew0p7iURead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

In this episode of The Digital Executive, host Brian Thomas sits down with Jesse Lipson, founder and CEO of Levitate, a relationship marketing platform helping small businesses build genuine, human connections at scale. A seasoned entrepreneur, Jesse previously founded ShareFile, growing it to millions of users before its acquisition by Citrix, and has since become a key leader in North Carolina's tech ecosystem.Jesse shares the inspiration behind Levitate—observing firsthand how traditional CRMs and marketing automation tools fall short for relationship-driven businesses. Instead of mass-blast, transactional communication, he saw a need for a platform built around authentic, personal outreach—the kind that drives referrals, trust, and long-term loyalty.He discusses Levitate's recent expansion into healthcare, where providers face unique challenges: limited staff, increasing competition, and the delicate balance between efficiency and personalized patient communication. Jesse explains how Levitate's software-plus-services model helps practices stay top-of-mind with patients, maintain a strong online presence, and offload time-consuming content creation so practitioners can focus on care.Looking ahead, Jesse explores how AI will shape the future of relationship-driven software. Rather than replacing personal connection, he believes AI should enhance it—helping professionals remember meaningful details, reach out at the right moments, and scale genuine communication without losing the human touch.If you liked what you heard today, please leave us a review - Apple or Spotify.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., is joined by Darian Rodriguez Heyman and Cheryl Contee, MBA, co-authors of AI for Nonprofits: Putting Artificial Intelligence to Work for Your Cause, to demystify what artificial intelligence means for the social sector. Spoiler alert: it's not a robot apocalypse, it's an efficiency revolution. From donor research to budgeting, from strategic planning to personalized thank-you letters, AI isn't just the future, it's already on your desktop. As Darian puts it, AI is “the new electricity,” and when responsibly leveraged, it can energize every part of your mission. But hold on to your server, there's some fear in the air. Cheryl addresses common anxieties head-on, including worries about job loss, high costs, or that AI will take over the planet (or at least the inbox). Her response? “Sweetie, honey, baby… AI is already here.” And you're probably already using it: think email filters, scheduling tools, and CRMs. The goal isn't to replace humans; it's to give them more time to do the human stuff, like building relationships and earning trust. With countless low-cost and free tools available, Cheryl argues that AI offers a chance to double your capacity, without doubling your payroll. Of course, with great power comes great responsibility. Darian dives into the very real concerns about data privacy, accuracy, and inclusion. Whether it's protecting donor information or acknowledging AI's occasional habit of confidently making things up, the solution is human oversight and intentional design. He encourages nonprofits to build custom AI tools trained on their organization's mission and voice, emphasizing that AI should always serve the people, never replace them. And while the tech is exciting, it's not the hero of the story. The beneficiaries are. Always. So what now? Cheryl and Darian offer a roadmap for using AI to raise more money, increase impact, and reconnect with supporters. From segmenting donors to boosting grantwriting, automating admin tasks to predicting major gift readiness, AI can help you do more with less, if you're willing to learn the tools and keep your mission front and center. Because at the end of the day, AI doesn't understand hunger or homelessness or the power of live theater. But you do. And now, with a little robot backup, you just might have the time to answer all those emails.

Does the end of the year have you wondering if you're elopement photography business is ready for 2026? If you want to hit the ground running with your business at the start of the year, then this episode is just what you need.    We're diving into the 26 things you can do before the new year hits so you can set your business up for the most successful year yet. From website updates and social media refreshes to gear checks, CRMs, workflows, and business systems, this is your complete quick-start checklist for 2026.   Plus, you'll want to stick around until the end because we are sharing our 3 incredible Black Friday deals that are only available until midnight on November 25th.   Tune in now to get clear, organized, and ready for a successful 2026.   Resources Mentioned in This Episode   PDF Checklist "26 Things before 2026"   Check out our Black Friday Deals   Apply now for the Dream Destination Workshop The 2026 lineup for the Dream Destination Workshop: Alaska: July 12-17, 2026 Iceland: August 2-7, 2026 Switzerland: August 10-15, 2026   Connect with Megan:

Are you grinding every day but still not getting any closer to your next storage deal? Most investors don't fail because they're lazy, they fail because they spend their time on the wrong things. In this episode, Alex Pardo breaks down the exact busy work that keeps new and experienced investors stuck,  and the surprisingly simple actions that actually get deals done. In this episode, Alex pulls real questions from the Storage Wins private community and shows you how to cut through distractions, focus on revenue-generating activity, and finally start making traction. If you've been hiding behind spreadsheets, systems, and getting ready, this is the wake-up call you need. You'll Learn How To: Focus your time on activities that actually get you deals Use cold calling the right way and why Saturdays are a secret weapon Ask owners the only two numbers you need to underwrite any facility Follow up like a pro, so you never lose a deal that should've been yours Simplify your process so you stop hiding behind CRMs and start taking action What You'll Learn in This Episode: [00:00] The truth about busy wor" and why it kills momentum [01:00] The cold-calling schedule that separates you from your competition [04:00] The two pieces of info you need to underwrite any deal [08:00] Why follow-up is the real reason deals get done [12:00] How to stop hiding behind CRMs and start doing the real work [20:00] The mindset shift that helps you finally buy your first or next facility Who This Episode Is For: New investors trying to get their first facility but feeling stuck Operators who feel busy every day but aren't seeing real progress Anyone overwhelmed with systems and information instead of action Why You Should Listen: If you've been spinning your wheels, this episode will show you exactly where your time is leaking, and how to fix it today. You'll walk away knowing what actually moves the needle in storage, how to simplify your process, and how to create real momentum instead of false productivity. This is the clarity most investors never get, and the reason many never buy a single facility. Follow Alex Pardo here: Alex Pardo Website: https://alexpardo.com/ Alex Pardo Facebook: https://www.facebook.com/alexpardo15 Alex Pardo Instagram: https://www.instagram.com/alexpardo25 Alex Pardo YouTube: https://www.youtube.com/@AlexPardo Storage Wins Website: https://storagewins.com/ Have conversations with at least three to give storage owners, brokers, private lenders, and equity partners through the Storage Wins Facebook group. Join for free by visiting this link: https://www.facebook.com/groups/322064908446514/  

Send us a textWhat if the fastest way to grow isn't a new channel, but a new mindset? We sit down with founder Todd Schuchart for a candid masterclass on turning chaos into compounding growth by optimizing the only two things you fully control: your conversations and your decisions. From the first four seconds of a sales call to the last line on your P&L, Todd breaks down the simple, repeatable systems that convert curiosity into customers without gimmicks.We start where most founders stumble—crickets after launch—and recast silence as signal. Todd shows how to publish, present, and then truly listen so you can refine what you say, who you target, and how you deliver. You'll learn why “tell me more about that” is a high-precision tool that moves prospects from 40,000 feet to actionable detail, and how permission-based openings, tone-matching, and genuine curiosity dismantle resistance. Instead of chasing shiny objects, we build a loop where every confused question becomes a prompt to make the next conversation clearer and shorter.Then we dig into the revenue that's already yours. Hidden inside most CRMs is a goldmine of mislabeled “no.” Todd outlines a step-by-step approach to database reactivation—export, dedupe, clean, retrain, reissue—that can produce meaningful cash flow without buying new leads. We reframe metrics, too: cost per lead is a vanity number; customer acquisition cost is the lever. A $50 lead that closes in three touches outperforms a $10 lead that needs 30, and until you measure CAC by stage, you're guessing. We connect this discipline to pricing boundaries and the courage to reject squishy deals that drain margin and attention.If your thinking isn't liquid, your company won't be. We challenge you to revisit your ideal client profile, admit when an offer misses, and reposition around better, faster, cheaper where it makes strategic sense. And because energy fuels execution, Todd shares a mindset reset—score points, not dollars—to bring back focus and joy. Subscribe for more bold, unfiltered strategies, share this with a founder who's building something big, and tell us: what will you optimize first?Support the show

Most agents think marketing has gotten harder, that technology, AI, and algorithms have made everything too complicated. But the truth is, it's never been easier to be a marketer and to actually get results. You can create video content without showing your face. You can automate your emails, SMS, and social posts in minutes. You can turn one idea into ten pieces of content that generate leads while you sleep. Yet most agents still struggle to grow; not because the tools are hard, but because they're doing what everyone else is doing… or worse, doing the bare minimum. In today's market, average doesn't convert. The agents winning right now aren't the ones spending the most money; they're the ones showing up consistently, leveraging automation, and using AI to amplify their expertise instead of hiding behind excuses. How can you turn one real estate deal into multiple streams of income? How do agents embrace tech?  That's what I'm unpacking on Constant Contact's Be a Marketer podcast, where I was featured as a guest.  Along with co-hosts Dave Charest, Stephanie Alonso, I break down why most agents misunderstand marketing, how to simplify your systems, and what it takes to build a business that compounds while you're off the clock.   Things You'll Learn In This Episode  The no excuse zone mindset Success doesn't come from talent or timing; it comes from eliminating excuses. How do you rewire your habits to operate like an entrepreneur, not an employee? Consistency over charisma The most profitable agents aren't the flashiest; they're the most consistent. What boring, daily habits separate six-figure producers from struggling agents? Video is the ultimate multiplier Video isn't optional; it's the only form of content that can be repurposed into text, audio, and leads. How can you use AI and automation to make video your most scalable marketing tool? Leads, loyalty, and longevity New agents often wait for brokers to hand them leads. How can CRMs, landing pages, and follow-ups turn your list into a self-sustaining income engine?   Guest Bios Stephanie Alonso is a speaker and the Senior Director of Vertical Innovation at Constant Contact. She is a dynamic, results-driven sales and strategy leader with a relentless passion for empowering individuals and teams to achieve their highest potential. Stephanie's track record as a revenue generator, strategic thinker, and sales training and enablement expert has led to success in developing and executing go-to-market strategies that drive revenue growth. Connect with Stephanie on LinkedIn.  Dave Charest is a keynote speaker, award-winning podcast host of Be A Marketer, and the Director of Small Business Success at Constant Contact, the digital marketing platform trusted by millions of small businesses. Every day, Dave talks with small business owners about what really works in marketing. His job is to take those lessons, strip out the noise, and make marketing make sense—whether it's email, social, text, or AI. Connect with Dave on LinkedIn.  Listen to Be a Marketer here.    About Your Host Marki Lemons Ryhal is a ​​Licensed Managing Broker, REALTOR®, and avid volunteer.  She is a dynamic keynote speaker and workshop facilitator, both on-site and virtual; she's the go-to expert for artificial Intelligence, entrepreneurship, and social media in real estate. Marki Lemons Ryhal is dedicated to all things real estate, and with 25+ years of marketing experience, Marki has taught over 250,000 REALTORS® how to earn up to a 2682% return on their marketing dollars. Marki's expertise has been featured in Forbes, the Washington Post, Homes.com, and REALTOR® Magazine.   Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you!