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00:00 From Technician to Entrepreneur02:20 Dakota's Background & Apprenticeship Path04:34 Motivation to Start a Business06:30 Identifying a Niche in the Fire Industry08:39 Learning Design and Troubleshooting09:35 Teaching Himself FireCAD + Early Wins14:33 Balancing Install, Design & Multiple Projects18:02 Favorite Systems & What Works Best21:05 The Problem with Proprietary Equipment22:26 Customer-First, No-Contract Philosophy28:28 Work-Life Balance & Being a Present Dad30:44 Technology and Business Efficiency32:35 Dakota's Passion for Golfing33:11 NFPA Involvement & Final Words
A Straight Smile Isn't Enough Anymore In today's competitive landscape, patients expect excellent clinical results. A straight smile is the baseline, not the differentiator. What truly sets your orthodontic practice apart is how patients feel from the moment they walk through your doors. Dr. Brice Gilliam calls this approach “unreasonable hospitality,” the idea of exceeding […] The post The Customer-First Secret Orthodontists Are Missing appeared first on HIP Creative.
This episode dives into how Dean Marchi and his family started from the bottom and listened to the market to deliver what tenants really want. This is how he differentiated his apartments from other multifamily real estate performing incredibly even against the top developers. Dean shares actionable lessons and specific strategies from decades of hands-on experience, showing how a disciplined, value-add approach and relentless attention to detail lead to outsized returns and long-term success in raising capital. Key Takeaways: Start with the end user—know what renters or buyers want Value-add works: target underperforming assets and improve them Differentiate by delivering features others overlook Consistent small improvements compound over time Hands-on involvement builds deep understanding and trust Adopt a resilient, “immigrant mentality” for every deal Apply lessons from other industries to stand out in real estate
What Do Your Customers Really Want? The Secret to Effective Marketing
In this episode, we sit down with David Currie, a Product Manager at Pepper, a hyper-growth Series B startup, who brings a unique perspective on what it really takes to succeed in product management. With a background spanning engineering to solutions engineering to product, David shares hard-won insights about prioritizing customer understanding over technical prowess.Join us for an honest conversation about building products at scale, the art of prioritization, and why being too technical as a PM might actually hold you back. If you're curious about product management at fast-growing startups and want to understand what truly moves the needle, this episode's for you.We cover:Why David compares his product journey to "A Sand County Almanac" and systems thinkingThe career progression from engineering to product management and key lessons learnedHow to build PM skills through community and continuous learning (not just interview prep)His prioritization framework: solving real problems that align with business strategyWhy PMs shouldn't be gambling and should "test small, fail fast, learn, repeat"The dangers of technical PMs steamrolling their engineering teamsHow to balance short-term customer requests with long-term strategic visionWhy AI can't replace human empathy in customer discoveryKey takeaway? Focus on understanding your customers' problems deeply. Technical expertise is valuable, but customer empathy is your superpower.
Jasey Tielen built BONANA to do what most partners only talk about—drive real customer impact. In just two years, BONANA won HubSpot's Customer-First Award in EMEA. How? By aligning people, process, and data, especially as AI transforms how we work. In this episode, Sarah and Jasey get into: What it means to be a “trusted advisor” in today's ecosystem How to build trust without custom code or flashy hacks Why services firms are best positioned to lead the AI transition For anyone navigating the complexity of upmarket growth, shifting expectations, or the messy middle of AI adoption—this conversation is a breath of fresh air.
When PagerDuty went public in 2019, it was generating just $100 million in annual revenue which made it relatively small for a SaaS IPO. One of the main motivations for this was that visibility into the company's financials would inspire customer trust. In this episode, CJ speaks with Howard Wilson, PagerDuty's CFO, who shares the unique challenges of going public as a small company, how the landscape has changed since then, and how to approach an IPO when you don't have the experts you need in-house. As a former chief commercial officer, Howard brings unique insights into the role of a CFO. He discusses the importance of building a finance team with customer awareness, how he uses customer usage patterns to challenge traditional SaaS metrics, and how to uncover the unexpected pathways that customers take to reach your business. He also talks about the complexities of the “beat and raise" forecast, how market volatility creates opportunity, and breaks down his framework for mapping out potential investment areas.—LINKS:Howard Wilson on LinkedIn: https://www.linkedin.com/in/howardwilson01/PagerDuty: https://www.pagerduty.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.com—TIMESTAMPS:(00:00) Preview and Intro(02:08) Sponsor – Planful | Tabs | Rippling Spend(06:01) Earnings Calls and Being a Public Company CFO(11:14) How the Bar for Going Public Has Changed Since 2019(14:04) How Going Public Affects Customer Trust(15:50) Sponsor – Pulley | Navan | NetSuite(19:34) Approaching the IPO Process Without the Necessary Experts In-House(21:47) Using Advisors To Fill Functional Gaps in Small Companies(24:38) The IPO Tech Stack for Small Companies(25:44) The Complexities of the “Beat and Raise” Forecast(28:33) How Market Volatility Creates Opportunity(34:37) How Experience as a Chief Commercial Officer Makes a Better CFO(38:16) A Framework for Mapping Out Potential Investment Areas(44:08) Customer Awareness in Your Finance Organisation(47:47) Customer Usage Patterns Versus Traditional SaaS Metrics(52:16) The Unexpected Pathways Customers Take To Reach Your Business(57:54) Long-Ass Lightning Round: A Learning Mindset(59:22) Advice to Younger Self: Don't Stay in Your Lane(01:01:24) Finance Software Stack(01:02:57) Craziest Expense Story—SPONSORS:Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.#goingpublic #SaaSIPO #CustomerTrust #CustomerAwareness #PagerDuty Get full access to Mostly metrics at www.mostlymetrics.com/subscribe
How about saving your auto repair shop thousands of dollars a month and offering your customers a faster, smoother checkout experience? And the best part: without touching your rates?In this episode, Kim Hickey and Jason Patel sit down with Dr. Mark Hale, a payments innovator and former QuickBooks CTO, to discuss one of the most overlooked leaks in auto repair shops' profitability: credit card surcharges.Dr. Hale introduces Express by FacePay, a modern, secure, and customer-friendly alternative to traditional payment processing. From reducing fees to enhancing customer satisfaction and streamlining after-hours pickup, Express is more than a payment platform; it's a strategic upgrade for the way you do business.Tune in to episode 119 of Maximum Octane to discover how you can improve your margins, increase customer convenience, and future-proof your shop with smarter, safer tech.In This Episode, You'll Learn:How much surcharges are really costing your shop—and why your customers hate them (2:50)Why Express is a win-win: no fees, no friction, no surprises (7:40)How one shop saved thousands in just a few months (11:10)What the "Fast Break" rental model can teach you about modern auto checkout (16:50)How Express secures payments without risky card numbers or chargebacks (22:10)Why customer experience is now your most powerful competitive edge (31:10)The cultural shift: how to stop resisting tech and start designing for your customer (36:50)Connect with Dr. Mark Hale:LinkedInExpress by FacepayLet's connect:WebsiteLinkedInFacebookEmail: info@maximumoctane.com Hosted on Acast. See acast.com/privacy for more information.
Handel heißt bekanntlich Wandel. Doch wie verändert die KI jetzt den Handel? Wird alles noch digitaler? Darüber spricht Christian Krug, der Host des Podcasts „Unf*ck Your Data“ mit Anna-Carina Maerz, selbständiger Beraterin für moderne Vetriebsstrategien.Das Märchen vom kundenzentrierten Handel treiben wir nun schon eine Weile vor uns her. Über diverse Kanäle. Stationärer Handel, Wholesale über Zwischenhändler, Katalog, eCommerce und Social Media. Immer mit dem Versprechen jetzt aber wirklich mal die Kunden in den Mittelpunkt zu stellen.Aber am Ende des Tages ging es immer darum möglichst viel möglichst messbar und profitable zu verkaufen.Das Problem das oft passierte: Die Channel-Addiction. Je nach Kanal wurden Kunden unterschiedlich behandelt oder angesprochen, weil eben diese Plattform oder dieser Kanal so funktionieren.Das Problem: wir machen uns zum Sklaven der Plattform und drohen in der Masse der anderen Verkäufer die nach willigen Konsumenten lechzen unterzugehen. Und das zu steigenden Preisen. Eben weil die Plattformen es bekommen können.Und jetzt kommt die KI und aus jahrelanger Suchmaschinen optimierung (SEO) wird nun GEO? Also die Optimierung auf Generative KI wie ChatGPT?Aber unterscheidet sich das wirklich so sehr?Wenn wir schon eine starke Marke aufgebaut haben, dann ist da schon ein solides Fundament. An Content und damit an Daten. Denn KI ohne Daten macht Murks.Und wir müssen uns daran gewöhnen, dass wir in einer AI first Welt leben. Das heißt nicht, dass wir jetzt alle Mitarbeitenden durch KI ersetzen, denn das wäre wieder self-centric und nicht kundenzentriert.AI first done right heißt: Unsere Kunden können über KI als ersten Berührungspunkt mit uns interagieren. Und darauf sollten wir vorbereitet sein.Dann klappts vielleicht auch nach vielen Anläufen mal mit Customer-centric.▬▬▬▬▬▬ Profile: ▬▬▬▬Zum LinkedIn-Profil von Anna: https://www.linkedin.com/in/anna-carina-maerz/Zum LinkedIn-Profil von Christian: https://www.linkedin.com/in/christian-krug/Christians Wonderlink: https://wonderl.ink/@christiankrugUnf*ck Your Data auf Linkedin: https://www.linkedin.com/company/unfck-your-data▬▬▬▬▬▬ Buchempfehlung: ▬▬▬▬Buchempfehlung von Anna: Kinder Minderheit ohne Schutz - Aladin El-MafaalaniAlle Empfehlungen in Melenas Bücherladen: https://gunzenhausen.buchhandlung.de/unfuckyourdata▬▬▬▬▬▬ Hier findest Du Unf*ck Your Data: ▬▬▬▬Zum Podcast auf Spotify: https://open.spotify.com/show/6Ow7ySMbgnir27etMYkpxT?si=dc0fd2b3c6454bfaZum Podcast auf iTunes: https://podcasts.apple.com/de/podcast/unf-ck-your-data/id1673832019Zum Podcast auf Deezer: https://deezer.page.link/FnT5kRSjf2k54iib6Zum Podcast auf Youtube:
Siqi Chen (@blader, CEO/CFO @Runwayco), talks about his journey from JPL developer to Founder of a financial planning and analysis (FP&A) startup. We focus on how to build products that customers crave and how a customer-centric view differs from traditional product management.SHOW: 923SHOW TRANSCRIPT: The Cloudcast #923 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Runway websiteBehind What Seems Like an Overnight Success (video)Topic 1 - Welcome to the show, Siqi. First, your combination of technical and business/financial background is fascinating. How did you go from coding at NASA to Head of Product at Zynga to CEO/CFO for a finance platform startup? Give everyone a quick introduction.Topic 2 - One thing I've noticed as a trend in your background is the core concept of building. What has been your philosophy in building products? How do you build products that customers demand?Topic 3 - Let's talk about AI and AGI for a moment. We hear all the time how disruptive this will be. What are your thoughts here, and how do we develop both adaptability and resiliency to new technologies?Topic 4 - Let's talk FP&A (financial planning & analysis). Our core listeners out there tend to skew more towards the tech and infrastructure side, but a core theme of this show is always to be learning as much of the business as possible to apply those concepts. As someone with a background in both worlds, plus now running an FP&A startup, what do you wish folks on the technical side of the house knew more about to make their jobs easier?Topic 5 - We posted a link in the show notes for a video you did on the “overnight success” of Runway. It was a good representation and origin story of how something can go viral with the right mindset and product-market fit. Tell everyone about that as Runway approaches 5 years now. Topic 6 - What is your biggest challenge in the FP&A space today? Is it AI? We've seen a lot of AI disruption in coding, legal, and other areas requiring deep data pool insights. Is this any different?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
On June 11, join Danny Kerr and Charley Burtwistle (from Buildertrend) for a Project Management Roundtable, where 3 high-performing contractors will hand over the secrets to faster projects, happier customers and fatter net profits. Register now here: https://trybta.com/CE-PM-J25To learn more about Breakthrough Academy, click here: https://trybta.com/EP216 To the outside world, the word “sales” has gotten a bad rap.People think it's all transactional. All about pushing something on the customer in order to get what's best for the sales rep or the company.And that can make the act of selling feel uncomfortable, awkward and transactional.That's why we wanted to talk to Joe Crisara.Joe is a seasoned expert in contractor sales training, best known for creating the Pure Motive Service System that helps service businesses ethically boost revenue and closing rates all while doing what's best for the customer.In this episode, Joe walks us through five key principles that anyone in sales can adopt today, creating a win-win for the customer, for the sales rep and for the company.Episode Highlights:Get a walkthrough of the Pure Motive Service System from its creator, Joe Crisara.Learn how offering three options to every customer will boost your revenue, closing rates and reputation.Understand how to use the five principles outlined in Joe's book, What Should We Do? to connect with your customers, move away from transactional selling methods and maintain integrity in every sales interaction.00:00-Intro01:24-About Joe05:14-About The Book: What Should We Do?14:00-5 Principles of Pure Motive Service14:18-Principle 1: Client-Centric Solutions22:25-Principle 2: Integrity-Driven Sales26:08-Principle 3: Customized Service Options38:06-Principle 4: Effective Communication45:42-Principle 5: Continuous Improvement50:12-How Joe is Continuously Improving55:32-Connect With Joe
In this episode, Hagan Kappler, CEO and Founder of Daisy, discusses how her company has embraced creative marketing strategies to engage customers and drive growth. She also discusses the importance of pivoting when necessary and using influencer partnerships, CRM systems, and immersive experiences to build strong customer relationships. Hagan also explores how ongoing feedback, personalized service, and cross-industry collaborations shape Daisy's future and increase customer lifetime value.
Send us a textIs your self-storage business keeping up with the digital revolution?Scott breaks down the essential shift toward remote management and how technology is redefining customer experience. From online reservations and automated payments to AI-powered chatbots and interactive virtual tours, Scott explains why a seamless digital experience is now a necessity—not just a luxury. He shares lessons learned from implementing kiosks, strategies for maximizing uptime, and tips for leveraging automation to reduce costs while increasing customer satisfaction. Whether you're already embracing remote management or just starting to explore the possibilities, this episode is packed with insights to keep your self-storage business ahead of the competition.WHAT TO LISTEN FOR05:41 – Lessons from the First Self-Storage Kiosks14:31 –Keeping Customers Engaged with Automation20:59 – Social Proof & Online Reputation23:24 – Avoiding Customer ChurnLeave a positive rating for this podcast with one clickCONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | InstagramFollow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.
In this episode, the CPG guys speak with Carrie Sander, Chief Customer Officer at Kellanova, formerly the snacks division of The Kellogg Company.Find Carrie on LinkedIn at: http://linkedin.com/in/carrie-sander-b634b04Find Kellanova on LinkedIn at: https://www.linkedin.com/company/kellanova/Find Kellanova online at: https://www.kellanova.com/us/en/home.htmlCarrie answers these questions:You've spent almost the entirety of your professional career with the same company. What were some of the specific experiences that you felt prepared you for your current remit as Chief Customer Officer?Would you share with our audience what you love most about the CCO role and what you find to be some of the major challenges in today's omnichannel world, post-pandemic?Let's talk “customer-first.” What are the core objectives in a customer-first approach. How do you keep your customers at the center of all your key decisions?Joint Business Planning is a key component of how CPG Brands go to market with important retail customers. What are the elements of a successful JBP process that you would like to call out and how are we as an industry doing at incorporating elements of loyalty & retail media into the process?Virtually all of your strategic retail customers have launched retail media platforms in the last few years. With the exception of Amazon and Walmart, these are still largely managed at the trade level. What still needs to be true before any of the “other” RMNs can make it into the strategic investment plan for national brands? Is it scale, is it full funnel capabilities, is it measurement? What?How does Kellanova lead with insights & innovation and tell stories that influence growth?What are the relevant industry trends that you are focused on building skills against for you and your team?What are your thoughts on the industry looking out 1-3 years?Apply to join the Cornell retail media program https://ecornell.cornell.edu/certificates/marketing/retail-media-strategy/?utm_source=cpg+guys&utm_medium=multi-channel_campaign&utm_campaign=mktgstrat_Retail+Media+Strategy+-+CPG+GuysCPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comCPG Scoop Website: http://CPGscoop.comRhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.
When does buying software drive real impact, and when is it just a costly mistake?In this episode, Maxwell Maurier, VP of Growth Marketing at Trellix, shares how to make technology investments that actually move the needle. He explains why strategy should come before software, how Trellix aligns purchases with business goals, and what marketers often overlook about attribution. He also breaks down the risks of chasing the latest tools without a clear plan and how to get finance and sales on board.Maxwell discusses the role of measurement, the importance of cross-functional buy-in, and why vendors should focus on business outcomes over vanity metrics. Plus, he shares lessons from leading high-stakes software decisions.In this episode, you'll learn:Why marketing technology should solve business problems, not create themHow to align software purchases with long-term strategic goalsThe role of measurement and attribution in proving ROIJump into the conversation:(00:00) Introducing Maxwell Maurier(01:20) How Trellix aligns tech investments with goals(04:46) The risks of shiny object syndrome in B2B(07:32) Why cross-functional alignment drives success(11:32) Why measurement is critical for marketing spend(15:46) A vendor's role in supporting business outcomes(20:07) Key indicators for evaluating software impact(24:50) Unrealistic expectations in tech deployments
Ryan Steeb shares DTEX Systems' strategic approach to implementing generative AI with AWS Bedrock, reducing risk while focusing on meaningful customer outcomes.Topics Include:Introduction of Ryan Steeb, Head of Product at DTEX Systems Explanation of insider risk challenges Three categories of insider risk (malicious, negligent, compromised) How DTEX Systems is using generative AI Collection of proprietary data to map human behavior on networks Three key areas leveraging Gen AI: customer value, services acceleration, operations How partnership with AWS has impacted DTEX's AI capabilities Value of AWS expertise for discovering AI possibilities AWS Bedrock providing flexibility in AI implementation Collaboration on unique applications beyond conventional chat assistants AWS OpenSearch as a foundational component Creating invisible AI workflows that simplify user experiences The path to monetization for generative AI Three approaches: direct pricing, service efficiency, operational improvements Second and third-order effects (retention, NPS, reduced churn) How DTEX prioritizes Gen AI projects Starting with customer problems vs. finding problems for AI solutions Business impact prioritization framework Technical capability considerations Benefits of moving AI solutions to AWS Bedrock Fostering a culture of experimentation and innovation Adopting Amazon's "working backwards" philosophy Balancing customer-driven evolution with original innovation Time machine advice: start experimenting with Gen AI earlier Importance of leveraging peer groups and experts Future outlook: concerns about innovation outpacing risk mitigation Security implications of Gen AI adoption Participation in the OpenSearch Linux Foundation initiative Final thoughts on the DTEX-AWS partnershipParticipants:Ryan Steeb – Head of Product, DTEX SystemsSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon/isv/
This episode explores the evolution of customer success in the SaaS industry, highlighting the shift from a cost centre to a key driver of revenue growth. Bob Burke, whose journey from the heart of San Francisco's dot-com boom to a Customer-First thought leader, shares insights on aligning customer success with sales, breaking down silos and adapting to market changes in order to sustain durable growth within SaaS organisations. We delve into the:• Necessity of breaking down silos and aligning roles around the customer journey, ensuring a seamless experience for clients. • Challenges of transitioning customer success from a cost center to a revenue driver.• Concept of collaborative "pods" that bridge sales and customer success teams.• Insights on measuring customer success effectiveness.Bob sheds light on how customer success has transformed from an afterthought to a vital component in modern business strategies. We discuss the complexities of aligning customer success with revenue generation, especially in today's scrutinised financial environments, offering insights into evolving strategies and the critical role of customer success.We hope you enjoy listening!We would love you to follow us on LinkedIn! https://www.linkedin.com/company/amplified-group/
Welcome to the Retail Media Moguls podcast, hosted by Stuart Adamson and brought to you by Platform 195. In this episode of Retail Media Moguls, Stuart Adamson welcomes Stuart Slomberg, Chief Retail Officer at Road Runner Sports, who reveals how speciality running retail creates lasting customer relationships through expert consultation, community engagement, and a customer-first approach to growth.
In this episode of the Millionaire Car Salesman podcast, hosts LA Williams and Sean V. Bradley engage in an invigorating discussion with Dr. Alex Lawrence, the Founder and Dealer Principal of EV Auto. From Alex's unique entrance into the automotive industry to the pioneering strategies employed by his dealership, this episode sheds light on the burgeoning world of electric vehicles and their growing market share. Alex shares his insights on establishing a dealership from scratch, particularly one focused on the advanced technology and unique aspects of EVs, while maintaining an exceptional reputation within the industry! "We've got a really strong following that's growing consistently and nicely on TikTok and LinkedIn and a little bit on Instagram and Facebook.” - Dr. Alex Lawrence The conversation dives into the intricate logistics of running an EV-only dealership, including building infrastructure, securing a knowledgeable team, and navigating financial services tailored for EVs. SEO-friendly terms are explored such as "EV market trends," "electric vehicle sales," and "technology integration in automotive retail." "We are the experts... nobody knows more about these cars than we do." - Dr. Alex Lawrence Alex also highlights how his dealership uses advanced technologies like Podium's AI to enhance customer interaction and streamline processes. Despite challenges, Alex remains optimistic about the future of EVs, offering advice to dealerships looking to embrace this transformative shift in the automotive world. Key Takeaways: ✅ Building from Experience: Alex utilized his diverse background in franchising and technology to contribute significantly to EV Auto's strategic growth. ✅ EV-Specific Services: The dealership's innovative mobile service using custom cyber trucks exemplifies their commitment to customer convenience and service excellence. ✅ AI Integration: Podium's AI tool significantly aids in lead conversion, showcasing the critical role of technology in modern dealerships. ✅ Cultural and Geographical Factors: The adoption and sales strategies for EVs vary across different markets due to cultural and geographical influences. ✅ Community Engagement: Alex emphasizes the importance of social media presence and organic growth strategies to cultivate an engaged customer base. About Alex Lawrence Alex Lawrence is the founder and dealer principal of EV Auto, a specialized dealership focused solely on electric vehicles (EVs). Having started his entrepreneurial journey at 16 with a car detailing business, Alex moved through various industries, including franchising and technology, before establishing EV Auto. He originally launched the business as a marketplace for EV cars, but quickly pivoted to dealership operations due to high demand and sales success. Alex's dealership is prominent for selling all EV brands, notably Tesla, and maintains a strong emphasis on customer service, innovation, and advanced technology use. Engaging with Electric Vehicles: Insights from the Millionaire Car Salesman Podcast Key Takeaways: Adapting to EV markets requires innovative approaches like mobile service units and specialized dealerships, as exemplified by Alex Lawrence of EV Auto. The use of AI and digital platforms like Podium can enhance customer engagement and streamline dealership operations. Building a strong company culture centered around core values is pivotal for dealership success and employee retention. Driving the Future: Mastering the EV Market with Unique Strategies In a fascinating episode of the Millionaire Car Salesman Podcast, co-hosts LA Williams and Sean V. Bradley dive into a conversation with Alex Lawrence, the dealer principal of EV Auto. Lawrence offers a glimpse into the innovative strategies that have propelled his dealership forward in the burgeoning electric vehicle (EV) market. A key takeaway is the revolutionary use of mobile service units. As Lawrence explains, "We do tires, brakes, all the EV stuff, and we come to your house or your office and do it." This mobile service approach not only sets EV Auto apart but also enhances customer convenience—a crucial factor in today's competitive marketplace. By embedding this service directly into the customer experience, EV Auto not only simplifies the ownership experience for its clients but also demonstrates a deep understanding of modern consumer needs. The dealership's pledge of "10% off all mobile services for life" to its customers cements loyalty and underlines their customer-first philosophy. With traditional dealerships facing challenges in integrating EVs into their portfolios, Lawrence's approach provides a template for adaptation. By offering both fixed and mobile service options, dealerships can cater to diverse customer preferences, ultimately expanding their market share in the EV sector. Leveraging AI and Technology to Enhance Dealership Efficiency Throughout the discussion, the role of technology as a transformative force in dealership operations is highlighted, especially through the use of AI-driven platforms like Podium. Alex Lawrence emphasizes the integration of Podium's AI, which they've nicknamed "Glow," to conduct seamless customer interactions: "We have it set so that if we're not able to respond to incoming texts…it starts to do it and then after hours it does all of the texting." The employment of AI not only facilitates 24/7 customer engagement but also allows dealerships to remain accessible outside traditional business hours. This continuous operation capability is crucial as it offers a competitive edge, ensuring potential leads are nurtured without delay. Moreover, Podium's platform supports various dealership functions from handling payments to collecting Google reviews, further streamlining dealership processes. This integration of technology cultivates an environment of efficiency and reliability, fostering trust and engagement among customers. As the automotive sector increasingly leans towards digital solutions, the insights shared by Lawrence underscore the necessity of embracing technology to stay ahead in the industry. Creating a Culture of Excellence: Core Values at the Heart of EV Auto One of the most inspirational revelations from the podcast is the emphasis on cultivating a strong internal culture rooted in core values. Lawrence, reflecting on this ethos, states, "Zero turnover in five and a half years…that's the stat I'm most proud of." This achievement is a testament to EV Auto's commitment to creating a supportive and inclusive workplace where employees are valued and motivated. The dealership's core values, which include honesty, customer-first philosophy, and an emphasis on being the experts, play a vital role in this success. Not only do these values guide operations and customer interactions, but they help in hiring individuals who embody the dealership's mission. In an industry often criticized for high turnover rates, EV Auto's approach demonstrates the significance of a value-driven culture. Such an environment not only attracts talent but also retains it, offering a blueprint for other dealerships seeking to cultivate similar success. The alignment of personal and organizational values fosters engagement and productivity, ultimately reflecting positively on customer experiences. Revolutionizing Dealership Practices for the EV Era The informative dialogue with Alex Lawrence highlights a transformative period in the automotive industry. As dealerships navigate the shift towards electric vehicles, innovative strategies such as those adopted by EV Auto become indispensable. This includes adopting mobile service solutions to elevate customer convenience, leveraging AI technology for operational efficiency, and fostering a work culture rooted in core values. Dealerships that integrate these elements into their operations are better equipped to meet the challenges of a rapidly evolving market. As Lawrence points out, understanding and adapting to customer needs in the EV space can significantly differentiate a dealership from its competitors. The podcast episode serves as a guiding light for those in the automotive sector, demonstrating that with the right blend of innovation, technology, and culture, dealerships can thrive in the electric vehicle space. These insights not only underscore a pathway for future dealership success but also illuminate the broader potential for transformation in the automotive industry. Resources: Podium: Discover how Podium's innovative AI technology can unlock unparalleled efficiency and drive your dealership's sales to new heights. Visit www.podium.com/mcs to learn more! NCC: Credit-Driven Retailing - NCC delivers industry-best credit-driven retailing for auto dealerships, combining a powerful credit and compliance engine and fully integrated CRM/Desking platform for maximum profitability. Complete CRM: Complete CRM is a streamlined, all-in-one system that simplifies your dealership software and processes so you can manage every aspect of your operation with ease; from tracking and following up on leads, desking deals, managing inventory, marketing to your customers, and more. Dealer Synergy & Bradley On Demand: The automotive industry's #1 training, tracking, testing, and certification platform and consulting & accountability firm. The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry! With over 28,000 members, gain access to successful automotive mentors & managers, the best industry practices, & collaborate with automotive professionals from around the WORLD! Join The Millionaire Car Salesman Facebook Group today! Win the Game of Googleopoly: Unlocking the secret strategy of search engines. The Millionaire Car Salesman Podcast is Proudly Sponsored By: Podium: Elevating Dealership Excellence with Intelligent Customer Engagement Solutions. Unlock unparalleled efficiency and drive sales with Podium's innovative AI technology, featured proudly on the Millionaire Car Salesman Podcast. Visit www.podium.com/mcs to learn more! NCC: Powered by proprietary solutions such as Intelligent Credit Engine™ and LenderSelect™, NCC transforms the car-buying experience for dealers and their customers. From compliance and lender selection to CRM and desking, to marketing and data mining—NCC integrates them all in a single, seamless platform to deliver better customer experiences, maximum efficiency and maximum profit. Complete CRM: As an innovative leader in the industry for the last 30 years, Complete CRM is designed to give your dealership the competitive edge in a demanding marketplace. Powered by Complete Credit™ and award-winning desking, Complete CRM™ is the industry's only credit and compliance-enabled CRM that lets dealers achieve maximum profitability on every deal. Built on modern technology, Complete CRM seamlessly integrates credit, compliance, inventory, data mining, lead generation, enterprise functionality, and customized reporting in one tool with a single login. Dealer Synergy: The #1 Automotive Sales Training, Consulting, and Accountability Firm in the industry! With over two decades of experience in building Internet Departments and BDCs, we have developed the most effective automotive Internet Sales, BDC, and CRM solutions. Our expertise in creating phone scripts, rebuttals, CRM action plans, strategies, and templates ensures that your dealership's tools and personnel reach their full potential. Bradley On Demand: The automotive sales industry's top Interactive Training, Tracking, Testing, and Certification Platform. Featuring LIVE Classes and over 9,000 training modules, our platform equips your dealership with everything needed to sell more cars, more often, and more profitably!
Zack in Defiance, Ohio faces a unique challenge that may sound specific at first but is more common than you think: he can only close a deal if his customer closes a deal of their own first. In other words, they must “sell” a project to their own clients before Zack's solution can come into play. This scenario appears in industries like construction, engineering, software licensing, and more. The conversation with Zack revealed practical strategies you can use to overcome these hurdles and keep your own pipeline healthy. Welcome to another Ask Jeb segment on the Sales Gravy Podcast! I'm Jeb Blount—bestselling author of Fanatical Prospecting, Objections, Sales EQ, and INKED. In each of these special episodes, we shine a spotlight on your questions, challenges, and roadblocks—offering real-world advice from sales pros who are in the trenches every single day. 1. Recognize the Real-World Obstacles Whether your customer has to bid on government contracts, secure large client projects, or get internal buy-in from multiple stakeholders, their success dictates your sale. While it's easy to be frustrated by this extra layer, it's crucial to acknowledge a few realities: Your Customer's Motivation: They're laser-focused on winning their own deal. Your product or service is secondary—important, but not top of mind until they're assured of a win. Lead Time: Deals can stretch out because you're waiting on an entire chain of approvals or external decisions. Competition: If your customers finally land the big deal, they might still shop around to find the best supplier, leaving you in a second round of competition. Understanding these pressures helps you empathize with your buyer. It also positions you to offer support in ways that make them want to stick with you—rather than jumping to a competitor at the eleventh hour. 2. Be a Genuine Partner, Not a Peddler It's tempting to keep nudging your buyers with hard-closing tactics, but that rarely works when they haven't secured their own contract. Instead, pivot to a mindset of partnership: Build Real Relationships Invest time getting to know your buyer on a personal level. Talk about local sports teams, industry news, or shared hobbies. Real rapport fosters loyalty. When your customer finally wins their deal, they'll feel comfortable turning to a friend—you—for the solution they need. Offer Strategic Expertise If your offering requires complex configurations or specialized knowledge, step in as a consultant. For instance, share best practices on how to optimize a design, or explain how to streamline a process. By helping them present stronger bids or more compelling proposals, you become integral to their success. Stay Responsive If they're scrambling to nail down specifics for a bid, be the easiest person on their call list. Quick turnaround times and thorough answers showcase that you're a reliable partner. Nobody wants a vendor who goes dark when the pressure is on. 3. Avoid Becoming a “Quote Factory” One of the biggest pitfalls in this scenario is turning into a “quote factory” that does piles of work for prospects who never buy. While it's true you miss 100% of the shots you don't take, you also waste valuable hours if you keep shooting at targets that never pan out. Track Buying History Look at your records: are there customers or accounts for which you consistently provide proposals and never see a sale? Identify these patterns. Have Candid Conversations Let them know your time and expertise aren't free. You're happy to help, but if they continually choose other suppliers or undercut your prices, you need to reevaluate the partnership. Sometimes, a direct discussion is enough to shift their approach and earn you real business. If not, you can focus on more promising leads. Prioritize Strategic Deals If you're caught up producing endless quotes for “long-shot” clients,
My guest this week is Dara Treseder, the Chief Marketing Officer at Autodesk, a leading technology and software company that is transforming how the world is designed and made.She oversees global marketing, brand, communications, demand generation, e-commerce, and education business teams.As a veteran CMO, Dara has held key leadership roles, including Global Head of Marketing, Communications, and Membership at Peloton, CMO of Carbon, and CMO of GE Business Innovations and GE Ventures.Earlier in her career, she led marketing growth efforts at Apple and Goldman Sachs.She has been recognized by Forbes as the world's most influential CMO—let me say that again—recognized by Forbes as the world's most influential CMO. She was also the first Black person to be inducted into the Forbes CMO Hall of Fame.Beyond her professional achievements, Dara is a champion of public health, women's issues, and diversity and belonging.If that wasn't enough, she also serves on the boards of the Public Health Institute and Robin Hood.Finally, Dara graduated from Harvard with highest honors and holds an MBA from Stanford University.
This episode is in Spanish and is available in audio format on our Let's Talk Loyalty podcast and in video format on www.Loyalty.TV.En el episodio de hoy compartimos con un panel de expertos en Loyalty en donde se comentan algunos de los fundamentos importantes que se deben considerar a la hora de construir y/o gestionar estrategias de lealtad. Se señaló la importancia de combinar elementos transaccionales con momentos emocionales, la innovación, el uso de la data, la visión Customer First, entre otros. Esperamos que disfruten la conversación con Gerardo y Franz.Hosted by Alex Saul.Show Notes:-1) Gerardo2) Franz 3)Crear o Morir (Book)4) Great by Choice (Book)
Welcome to the 64th episode of Ecommerce Toolbox: Expert Perspectives – this time, host Kailin Noivo sits down with Alexis Katsafanas, Head of the Unilever Prestige portfolio, to discuss the evolving landscape of ecommerce in the beauty and luxury sectors, the importance of a customer-first mindset, and the balance between brand identity and market trends. Alexis shares actionable strategies for fostering a customer-first mindset, leveraging data-driven decision-making, and balancing brand authority with market demands. Gain insights into the challenges of personalization, the art of experimentation, and the delicate balance between maintaining luxury positioning and meeting customer expectations.
Compared to 2023, production was down about 18% this year for The Funk Collection brokered by eXp Realty in Orlando, Florida. Co-team leader Renee Funk took no pleasure in sharing that, but also acknowledged that it's a fact.Many teams experienced similar results, driven by all kinds of change. But change presents opportunity and Renee is bullish on regulation changes and the year ahead.Here in this bonus episode themed to the 2024 Wins and 2025 Game Plans episodes that immediately precede it, Renee shares some of the lessons, challenges, and wins their team faced - and what's ahead in 2025.FUBCON Session with Renee: https://youtu.be/ClJc94xi3icSubscriber-only episodes: https://realestateteamos.com/subscribeListen to this episode with Renee Funk for insights into:- Why operations are the “true glue” of your team and why your first hires should be in this area- Why there's no single way to define success in real estate and what that means for leaving or staying in sales production- Specific conversations to have openly within your team, including teams within the team and offboarding rather than re-recruiting- The LB NT framework to reflect on any meeting, conversation, or time period- Why they're bullish on regulation changes (spoiler: it's about clarity of value for all)- Specific times we've seen the “end of agents” fear and distraction before- How they approached training on buyer-broker agreements- The two-stage buyer conversations to get buyer-broker agreements signed, to get more buyers to contracts, and to level up “Pop Tart” agents- Resetting strategy with yourself, your team, and your clientsAt the end, learn about a top team that's close to home.Renee Funk:- https://reneefunk.com- https://www.instagram.com/renee_funk- https://realtyinorlando.comReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/FUBCON Session with Renee: - https://youtu.be/ClJc94xi3icFUBCON Session playlist: - https://www.youtube.com/playlist?list=PLCJiXNo93cVopyNz34nrcV-kVacpWjvAm 7 subscriber-only episodes and email-exclusive insights every week:- https://realestateteamos.com/subscribe
Tired of software companies that seem to take more than they give? In this episode, host Brien Gearin sits down with Dan Uyemura, co-founder and CEO of PushPress, a hassle-free gym management software helping fitness businesses thrive. Dan shares his entrepreneurial journey, from early days coding websites during the dot-com boom to founding PushPress after experiencing firsthand the challenges gym owners face with predatory software practices. They dive into the challenges of starting a SaaS company, why prioritizing value over revenue sets PushPress apart, and lessons Dan learned scaling from gym owner to tech CEO. Dan also offers actionable advice on building a product, assembling the right team, and resisting the urge to "over-title" early hires. Whether you're a small business owner or a tech entrepreneur, this episode delivers inspiration and practical insights to build a business that truly serves its customers! What we discuss with Dan: + Dan's Entrepreneurial Journey: From coding to gym ownership + PushPress Origin: Solving gym software frustrations + Value Over Revenue: Building for long-term success + SaaS Growth Challenges: Reaching the first 100 customers + Relentlessness and Curiosity: Dan's advice for entrepreneurs + Avoid Over-Titling: Scaling leadership roles effectively + Investor Alignment: Finding value-driven investors + Burn and Growth Balance: Navigating Series A and B funding + Customer-Centric Approach: Prioritizing education and support + Leadership Lessons: Delegation, trust, and scaling teams Thank you, Dan! Check out PushPress at PushPress.com. Listen to The PushPress Podcast. Follow Dan on Instagram, LinkedIn, TikTok, Twitter, and YouTube. Watch the video podcast of this episode! And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us a textMiguel Armaza interviews Daragh Murphy, CEO & Co-Founder of Imprint, a fast-growing and leading fintech in the co-branded credit card space that has raised $200 million from Thrive Capital, Ribbit, Khosla Ventures, Kleiner Perkins, Stripe, and a many more great investors.In this episode, we discuss:Challenges and lessons building Imprint, including pivoting and finding product-market fitWhy a great Return on Equity (ROE) is what really matters when building a companyUsing heuristics to find values-aligned talent at ImprintA cautionary tale on the fragility of life and a reminder to live fully… and a lot more!Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary? Check out the Fintech Leaders newsletter and join ~70,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIp
Welcome to the Maffeo Drinks Podcast! In this episode, I'm joined by Andrew Friedman, renowned bartender and ex-bar owner (Liberty, Seattle, WA) and the Founder of Industry Spirits, a Bartender-Owned Brand. We explore the history and evolution of Seattle's cocktail scene, emphasizing the importance of customer service and the changing landscape of the bar industry. Andrew shares his journey, insights into bar culture, and the challenges bartenders face as they transition to roles like brand ambassadors. Whether you're a bar enthusiast or an industry professional, this episode offers a fascinating look into the dynamics of bar life and the dedication required to succeed. Time Stamps 00:00 Welcome and Introduction 00:27 Guest Introduction: Andrew Friedman 02:50 Andrew's Journey in the Drinks Industry 04:29 The Seattle Cocktail Scene 07:23 The Evolution of Bartending 11:10 Balancing Stardom and Service 16:42 Career Reflections and Industry Insights 26:36 The Future of the Drinks Industry 32:16 Closing Remarks About The Host: Chris Maffeo About The Guest: Andrew Friedman
In this episode of the Share PLM Podcast, we are joined by Helene Ålander, a seasoned leader in digital transformation and former Head of PLM Architecture & Systems at Ericsson. Helene brings over 30 years of experience in the IT, telecom, and software industries and has been at the forefront of transforming complex organizations through Product Lifecycle Management (PLM). In this episode, we are discussing: ⚉ Defining PLM and Product Portfolios ⚉ Ericsson's Digital Transformation in PLM ⚉ Leadership Style and Engaging People in Change ⚉ Applications of AI in PLM ⚉ Tackling Legacy Systems and Product Retirement ⚉ The Link Between Sustainability and Data ⚉ Emerging Trends in PLM ⚉ Advice for Junior Professionals in Building a Strong Foundation in PLM and IT Careers ⚉ The Value of Diverse Skillsets and Team Dynamics in Transformations ⚉ Challenges in Leading Transformations ⚉ Biggest Career Learning Moments ⚉ The Importance of Vision in Transformation MENTIONED IN THIS EPISODE: ⚉ [Podcast] Episode 6: Revolutionizing PLM: Insights from Yousef Hooshmand - https://www.buzzsprout.com/1262360/episodes/13325798 CONNECT WITH HELENE: ⚉ Linkedin: https://www.linkedin.com/in/helenealander/ CONNECT WITH SHARE PLM: ⚉ Website: https://shareplm.com/ Join us every month to listen to fascinating interviews, where we cover a wide array of topics, from actionable tips, to personal experiences, to strategies that you can implement into your PLM strategy. If you have an interesting story to share and want to join the conversation, contact us and let's chat. We can't wait to hear from you!
In this animated episode, Nate Morse, Owner of natemorse.com, shares how he has helped his clients craft and test new offers, market research, discover new markets, and create GTM (Go To Market) Strategies that drive bottom-line results.You will discover:- Who should and should not be marketing on LinkedIn- The single most effective LinkedIn strategy right now- The power of a good profile Nate Morse knows from experience that consistently securing perfect-fit clients is the best thing you can do for your business. In 2021, studies showed that only 12% of customers believe a company is "Customer First." This means 88% of enterprises have hindrances in client acquisition, retention, and referrals. Nate teaches entrepreneurs effective strategies to attract ideal clients, achieve consistent growth with high-quality customers, identify and remove bottlenecks, and build a fulfilling business. Want to learn more about Nate Morse's work at natemorse.com? Check out his website at https://www.natemorse.com/ or download his book at https://keys.natemorse.com/bookMentioned in this episode:Take the Founder's Evolution Quiz TodayIf you're a Founder, business owner, or CEO who feels overworked by the business you lead and underwhelmed by the results, you're doing it wrong. Succeeding as a founder all comes down to doing the right one or two things right now. Take the quiz today at foundersquiz.com, and in just ten questions, you can figure out what stage you are in, so you can focus on what is going to work and say goodbye to everything else.Founder's Quiz
Welcome back to the Belkins Podcast! In Episode 10, host Michael Maximoff sits down with Keith Rabkin, Chief Revenue Officer at PandaDoc, a company that reported over $120 million in annual revenue with a customer base of around 60,000 businesses.Keith brings over 20 years of operating experience from industry giants like Google, Adobe, and Johnson & Johnson. He's one of the few individuals to have won the Great Manager Award at Google and is currently mentoring various startups.In this insightful episode, Keith pulls back the curtain on the document handling industry, sharing surprising truths like why "nobody cares about document workflow." Discover how PandaDoc differentiates itself in a crowded market, the rationale behind eliminating SDRs in favor of full-cycle AEs, and the impact of integrating AI into their GTM strategy.Join us as we delve into:The psychology behind marketing campaigns: Why "Don't Lose Deals" outperforms "Win Deals."Keith's journey from Google to PandaDoc and how it shaped his leadership style.The importance of a customer-first approach and how it influences PandaDoc's operations.Insights into PandaDoc's go-to-market strategy, including their successful SEO program and integration with platforms like HubSpot.The cultural dynamics of working with a team from Eastern Europe and how it enriches the company.What CROs are really looking for when being pitched and the big no-nos in sales outreach.Whether you're in sales, marketing, or leadership, this episode is packed with actionable insights and fresh perspectives on modern business strategies.Timecodes:0:00 - Intro1:11 - Introducing Keith Rabkin: From Google to PandaDoc's CRO2:30 - PandaDoc's Market Position and Differentiators4:04 - Who Are PandaDoc's Main Competitors?5:21 - What Makes PandaDoc a Leading Company?7:04 - Keith's Contributions and Vision at PandaDoc8:54 - Streamlining Customer Experience: Eliminating SDRs11:03 - The Role of Key Partnerships and Integrations14:01 - The Importance of Customizable Solutions15:24 - Transitioning to Full-Cycle Account Executives16:33 - Surprising Industry Facts: Overages and Rate Increases17:46 - PandaDoc's Go-To-Market Strategy and SEO Success20:01 - Exploring New Channels: Social Media and Connected TV Ads22:07 - In-House vs. Outsourcing: Content and SEO24:03 - Why Keith Stopped Writing on Substack25:18 - The T-Shaped Leadership Philosophy27:07 - Adapting GTM Strategies: AI and Market Changes29:01 - Keith's Reflections on His Time at Google32:05 - Why Makita Mikitani Feels Lucky to Have Keith as CRO34:00 - The Importance of Collaboration and Grit35:42 - People and Culture at Google vs. PandaDoc39:04 - The Impact of Eastern European Culture on PandaDoc41:28 - Advice for Working with U.S. Leadership Teams44:03 - Key Metrics Keith Focuses on as CRO46:06 - Building Long-Term Value and the Flywheel Effect49:45 - Keith's Perspective on Being a CRO51:53 - The Big No-No When Selling to a CRO56:05 - Quick-Fire Quiz: Selling Strategies That Work1:07:14 - Final Thoughts and Key Takeaways1:07:37 - OutroStay connected with us:
In this episode, we explore the power of adopting a customer-first mindset in your marketing and branding strategy. By seeing your business through the eyes of your customers, you can create a more impactful and personalized experience that drives loyalty and growth. We'll discuss how to understand their needs, pain points, and desires, and share tips on crafting a brand that truly resonates with your audience. Shift your perspective and elevate your business with a customer-centered approach! https://www.brandedbull.com/ (Mention the podcast to receive a free month of hosting ($149 value) after signing up for any new website design package.mention the podcast to receive a free month of hosting ($149 value) after signing up for any new website design package). https://www.instagram.com/brandedbull/ https://www.facebook.com/brandedbullinc
Send us a textThis episode's guest is Bill Schouman, VP of Sales at Quality Bicycle Products. As the largest distributor of bicycle products in North America, Quality Bicycle Products (QBP) navigated the pandemic whiplash by staying true to its core values: Be a True Partner, Create Something Special, Deliver Greatness, Keep the Customer First and Act with Integrity.Learn actionable insights through engaging discussion with an industry leader who vitally connects more than 5,500 independent bicycle retailers with the largest assortment of leading supplier brands.Support the show
Michael Linford, the COO and CFO of Affirm joins CJ to delve into the Buy Now, Pay Later (BNPL) business model and its rise to mainstream popularity. They discuss the importance of transparent, consumer-friendly financial products and how Affirm differentiates itself by avoiding the predatory practices common in traditional credit models. Michael explains how Affirm structures its fees and generates revenue. He sheds light on the company's approach to credit underwriting and the significance of short loan durations. The conversation also covers key metrics like customer acquisition and lifetime value, whether the merchant or end consumer should be the focus, and why Affirm doesn't rely on a North Star metric. Michael also shares his thoughts on the company's approach to managing economic swings, before sharing advice on balancing patience with ambition in one's career and the value of an engineering-based approach to problem-solving.If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.—SPONSORS:Mercury is the fintech ambitious companies use for banking and all their financial workflows. With a powerful bank account at the center of their operations, companies can make better financial decisions and ensure that every dollar spent aligns with company priorities. That's why over 100K startups choose Mercury to confidently run all their financial operations with the precision, control, and focus they need to operate at their best. Learn more at mercury.com.Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.NetSuite provides financial software for all your business needs. More than 38,000 thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.
On this episode, Sofya Pogreb, the Chief Operating Officer at BILL, discusses how BILL instills a customer-first mindset throughout the organization, the importance of customer support and experience, and how data is used to optimize customer experiences. Sofia also emphasizes the need for cross-functional collaboration and the role of the COO in championing customer focus. Tune in to learn:How to instill a customer-first mindsetThe role of the COO in championing customer focusWhy you should be measuring customer effort and employee effortThe ROI of having a customer-focusThe importance of empathy in customer experience–How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more. Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.
In this episode, Deanna Davenport, VP of Customer Success at ePlus (CX Global Partner of the Year) discusses their motto of "Customer first. Services led. Results driven." Tune in to hear the CX Global Partner of the Year discuss success with Partner Advanced Services, 96% renewal rates, 90% cSAT, and more.
How can you build a magnetic brand that attracts customers effortlessly?By understanding where your customers are, what they believe, and creating content that resonates with them, you can build a brand that naturally draws them in.In this episode, I chat with Jon Davids, author of "Marketing Superpowers", who discusses strategies for building a successful brand. He emphasizes the importance of understanding your audience's beliefs and behaviors, leveraging platforms like TikTok, Instagram, and YouTube, and using influencer marketing to amplify your reach. Jon shares insights from his book and explains his "movement formula" for building a powerful brand. We also cover practical steps for new entrepreneurs, such as building an audience before developing a product and using content to engage potential customers.------------Where to find JonYouTube: https://www.youtube.com/@jondavidsLinkedIn: linkedin.com/in/jondavidsWebsite: jondavids.comInstagram: instagram.com/jon_davidsTikTok: tiktok.com/@jon_davids ------------EVERBEE WEBSITE: https://everbee.io/ EVERBEE BLOG: https://everbee.io/etsy-seller-blog/ EVERBEE YOUTUBE CHANNEL: https://www.youtube.com/@helloeverbee EVERBEE TIKTOK: tiktok.com/@everbee.io?lang=enEVERBEE INSTAGRAM: https://www.instagram.com/everbee.io/ JOIN OUR COMMUNITY: https://www.facebook.com/groups/416630082921388
In this weeks' Scale Your Sales Podcast episode, my guest is Dr. Stephen Timme & Sheevaun Thatcher. Dr. Stephen Timme, Founder and President, FinListics Solutions. Former Finance Professor at Emory University. Author of the Amazon Best Seller, “Insight-Led Selling and co-author of the eBook, Seven Steps to Building a Customer-First Revenue Organization.” Sheevaun is a GTM Strategic Transformation Advisor who works with Revenue and Marketing Leaders. In today's episode of Scale Your Sales podcast, Sheevaun Thatcher and Dr. Stephen Timme discuss key elements for building a customer-first revenue organization. They highlight understanding customer motivations, the non-linear nature of sales, and aligning solutions with customer goals. Learn about effective C-suite communication, enablement programs, and the seven steps to prioritize customers in the buyer journey, emphasizing the impact of customer-centricity on organizational success. Welcome to Scale Your Sales Podcast, Dr. Stephen Timme & Sheevaun Thatcher. Timestamps: 00:00 Aligning Customer Goals with Organizational Strategy 05:32 Tailor message, align goals, enablement guru Sheevaun. 09:45 Listen, be curious, partner with customer. 11:53 Discussing customer satisfaction. 17:03 Manager must lead, not force, development efforts. 19:27 CRO urges customer-first perspective for organizational success. 22:01 Insight-led selling book addresses sales alignment challenges. 25:54 Clients want better forecasting for lower error. 30:07 Align seller process with customer buying needs. 32:31 Customer service critical for company growth and success. https://www.linkedin.com/in/dr-stephen-timme-phd-finance-8177578/ https://www.linkedin.com/in/sheevaun/ Janice B Gordon is the award-winning Customer Growth Expert and Scale Your Sales Framework founder. She is by LinkedIn Sales 15 Innovating Sales Influencers to Follow 2021, the Top 50 Global Thought Leaders and Influencers on Customer Experience Nov 2020 and 150 Women B2B Thought Leaders You Should Follow in 2021. Janice helps companies worldwide to reimagine revenue growth thought customer experience and sales. Book Janice to speak virtually at your next event: https://janicebgordon.com LinkedIn: https://www.linkedin.com/janice-b-gordon/ Twitter: https://twitter.com/JaniceBGordon Scale Your Sales Podcast: https://scaleyoursales.co.uk/podcast More on the blog: https://scaleyoursales.co.uk/blog Instagram: https://www.instagram.com/janicebgordon Facebook: https://www.facebook.com/ScaleYourSales And more! Visit our podcast website https://scaleyoursales.co.uk/podcast/ to watch or listen.
This week, my guest is Digital GP, Naomi Rose who shares her incredible story that's got it all. From an idea inspired by her grandmother, to its ultimate creation, and the balancing act of project managing all elements of a bricks and mortar business and the new skills she had to learn quickly along the way. Naomi talks us through the challenging transition from corporate life to running the amazing, award-winning business, and the economic challenges that she faced whilst applying all her business know-how. We discuss the crucial role of communication in business—how it shapes leadership, strengthens customer relationships, and steers us through the tough times as well as why honest communication is the cornerstone of building trust with customers and how to handle feedback like a pro. So, grab a drink and join us for this epic tale that you won't want to miss! Notes To find out more about Naomi you can follow her on Instagram or visit her website Download Never Be Afraid To Go Live On Social Media Again Download Ten Strategies To Boost Your Communication Skills Follow Amanda on Instagram Join the Communicate With Confidence Community on Facebook The Communicate with Confidence Motivational Song playlist on Spotify
This episode features an interview with Gino Palozzi, Chief Marketing Officer at DailyPay. Gino is a B2B marketing executive with experience in developing go-to-market strategies and leading transformation across organizations – both large and small. Prior to DailyPay, he led marketing for software and services divisions at Dun & Bradstreet, g2o, Cisco, and IBM.In this episode, Kailey sits down with Gino to discuss process over technology, who should be setting AI guidelines, and why B2B is becoming more like B2C.-------------------Key Takeaways:Effective marketing starts with detailed customer insights and a clear mapping of their decision-making processes.Successful data and tech implementation must be preceded by well-defined processes. Without the foundational process, technology alone cannot resolve data integrity issues.If you over-govern new technologies, you're stifling innovation. Instead, gather insights from practical uses of data to understand customer needs and tailor services better.-------------------“Certain groups and people came in and said, ‘Oh yeah, all this [AI] is normal to me. This is how I grew up in front of a screen or with the internet.' Why have folks that aren't as comfortable setting these governances in place that are going to restrict the possibilities? It's more of the governance and the processes of what to do and not to do.” – Gino Palozzi-------------------Episode Timestamps:*(02:23) - Gino's career journey*(08:50) - Trends impacting customer experience*(20:48) - How marketers can avoid overbuilding AI processes *(25:17) - How Gino defines “good data”*(34:53) - Gino's recommendations for upleveling customer experience strategies-------------------Links:Connect with Gino on LinkedInConnect with Kailey on LinkedInLearn more about Caspian Studios-------------------SponsorGood Data, Better Marketing is brought to you by Twilio Segment. In today's digital-first economy, being data-driven is no longer aspirational. It's necessary. Find out why over 20,000 businesses trust Segment to enable personalized, consistent, real-time customer experiences by visiting Segment.com
The Wiser Loyalty series podcast is hosted by Aaron Dauphinee and Bill Hanifin from the Wise Marketer Group. They tap into courses from the Loyalty Academy™ Certified Loyalty Marketing Professional™ (CLMP™) curriculum and bring that material to life with current market examples. In this episode, our hosts bring fresh content from The Loyalty Academy™ on “How to Create a Winning Value Proposition” (course #105). The “CVP” as we refer to it is the centerpiece of loyalty program strategy and an important piece of the broader customer strategy for your organization. Hear about what you need to consider when you strike out to create a value proposition that will gain the attention of customers and help you develop the valuable relationships you seek. The community of professionals who have earned their CLMP™ from the Loyalty Academy™ is nearing 1,000 individuals across 53 countries worldwide. If you would like more information on how to become part of the community leading this industry into the future, please visit LoyaltyAcademy.org.Show notes:1) Bill Hanifin2) Aaron Dauphinee3) The Loyalty Academy™4) The Wise Marketer
In this episode, host Nate sits down with Ian Padrick, CEO and co-founder of Ohanafy. Ian shares his inspiring journey from working at major companies like Salesforce and Cap Gemini to founding Ohanafy, a high-tech company revolutionizing the beverage industry. Discover how Ian's unique experiences have shaped his entrepreneurial path and how Ohanafy is transforming CRM and sales platforms in the beverage sector.Key Highlights:Ian Padrick's transition from corporate roles to entrepreneurshipThe founding and mission of OhanafyHow Ohanafy leverages Salesforce for supply chain automationInnovations in CRM and sales technology for the beverage industryOvercoming challenges and driving efficiency in the beverage sectorThe importance of data and AI in modern business solutionsBuilding a customer-first company culture and strong leadership practicesTimestamps: 00:00 Introduction to Ian Padrick and his background02:00 Transition from working at Salesforce to founding Ohanafy10:00 Ohanafy's focus on supply chain automation and CRM for the beverage industry20:00 Challenges and solutions in the beverage sector24:00 The role of data and AI in driving business decisions28:00 Building a customer-first company culture52:00 Ian's insights on leadership and work-life balanceAbout FreeMind Podcast: The FreeMind Podcast brings you inspiring stories from unique individuals across various fields. Hosted by Nate, we dive deep into the journeys, challenges, and triumphs of our guests, providing valuable insights and motivation for our audience. If you enjoyed this episode, please like, comment, and subscribe! Share your thoughts and let us know what you found most inspiring about Ian Padrick's journey.Stay tuned for more exciting episodes of the FreeMind Podcast!Become a supporter of this podcast: https://www.spreaker.com/podcast/freemind-network-podcast-unveiling-the-grit-of-leadership--5189978/support.
In this week's episode of The Conference Room, host Simon Lader sits down with Colby DeRodeff, cybersecurity leader, investor, and entrepreneur. Colby shares his journey from the dot-com era to co-founding Abstract Security and discusses the challenges and lessons learned in the cybersecurity industry. 00:30 - 02:11 - Colby DeRodeff Background 02:11 - 00:05 - Early Days at Excite 05:48 - 10:47 - Category Creation and Market Positioning 10:47 - 18:11 - Fundraising in Emerging Markets 18:11 - 25:46 - Lessons Learned and Customer Success 26:19 - 26:53 - Adding Value in Stages 26:53 - 27:51 - Freemium Strategies in Product Led Growth 31:16 - 35:26 - Challenges in Next Gen SIM Solutions 41:39 - 44:26 - Three Tips for Success in Cybersecurity Space To learn more about Colby DeRodeff please visit his Linkedin Profile To learn more about Abstract Security, please visit their website YOUR HOST - SIMON LADER Simon Lader is the host of The Conference Room, Co-Founder of global executive search firm Salisi Human Capital, and lead generation consultancy Flow and Scale. Since 1997, Simon has helped cybersecurity vendors to build highly effective teams, and since 2022 he has helped people create consistent revenue through consistent lead generation. Get to know more about Simon at: Website: https://simonlader.com/ Twitter: https://twitter.com/simonlader LinkedIn: https://www.linkedin.com/in/headhuntersimonlader/ The Conference Room is available on Spotify Apple podcasts Amazon Music IHeartRadio
In this episode of the Corporate Explorer series by Wazoku, we delve into the concept of customer-first practices and their impact on bridging the maturity gap in corporate innovation. Michael Nichols, coauthor of the Corporate Explorer Field Book and Director of Corporate Ventures for MANN + HUMMEL, shares insights on the challenges of inside-out innovation within corporations, emphasizing the importance of validating business models beyond core business practices. He discusses the common pitfalls of corporates mistaking invention for innovation, the crucial role of customer problem identification, and the necessity of developing a repeatable business model. Nichols also outlines the steps towards achieving business model maturity, highlighting the importance of problem-solving, scalability, and customer need. This episode sheds light on the systemic issues facing corporate innovation and offers guidelines for successfully navigating and leveraging customer-first methodologies to ensure sustainable growth and innovation within large organizations. 00:00 Unpacking the Essence of Customer-First in Corporate Innovation 01:11 Introducing Michael Nichols: A Deep Dive into Corporate Ventures 02:04 The Intricacies of Inside-Out Innovation Explained 03:59 The Challenges of Corporate Innovation and the Funding Dilemma 07:11 Navigating the Innovation Cycle: From Ideation to Market Validation 11:36 Addressing the Corporate Innovation Gap: Strategies and Solutions 25:56 Exploring Business Model Maturity: Key Indicators for Success 35:55 Final Thoughts and Where to Connect Find Michael here: https://www.linkedin.com/in/michael-guy-nichols/
“My first way of learning is to go sit with the customer and learn from them”Amit Singh, Associate Vice President of B2B Distribution Transformation and Digital Adoption at Verizon, joins us on The Frictionless Experience.With a unique customer-centric, data-driven background and deep expertise in digital and multi-channel B2C and B2C domains, Amit shares how he's successfully created cross-channel digital experiences that enable multi-billion dollar business transformations.From understanding the customer needs early on to optimizing the post-purchase journey, discover his secrets on how to effectively create a seamless experience that's not only good for your customers but also accelerates business growth.Join us as we discuss:Unlocking the potential for business growth without escalating costs.Minimizing friction across all customer journeys (physical, digital, and phygital)Driving significant transformation through customer-listening and data analysisCreating a company culture for ongoing optimization and success
I remember sitting next to someone at a conference, eating lunch, making small talk. And it came up that his brand had no competition.And I said, ‘wow, what a dream position to be in.' I was used to working with a competitive sales office, hyper-focused on differentiating from competitors. You know, us vs. them.He said, ‘No, no, no. It's not a dream position, it's horrible. When you have competition, you know you're going to get into a set amount of RFPs or bakeoffs, and win a certain percentage of them. When you have competition there is a line item in the budget to choose some vendor, you'll get a certain percentage of those. We need to start from ground zero and tell them why they should even care about this category.'Which is why I loved a lesson I read in a recent podcast guest application – creativity matters for category of one. I talked to Gary Stein, CMO, Virtuo (https://www.virtuo.com/), to learn the story behind that lesson, along with many more lesson-filled stories.Virtuo has raised C$7 million (in Canadian dollars) to date, with the latest round led by ATB Private Equity and Telus Ventures.Stein manages a team of ten, including agencies. He manages them remotely and he says they're a team that punch above their weight.Stories (with lessons) about what he made in marketingHere are some lessons from Stein that emerged in our discussion.Creativity matters for category of oneTell a compelling story that demonstrates the productGet your data sortedAlways ask ‘what can we do with this'Every click is a wishThink like a challengerRelated content discussed in this episodeMeclabsAI.com can write your headlines, value prop, competitive analysis, and more – based on 10,000 marketing experiments. Totally FREE, you don't even have to register (for now). Data Pattern Analysis: Learn from a coaching session with Flint McGlaughlin (https://marketingexperiments.com/digital-analytics/data-pattern-analysis-coaching-session)Get more episodesThis article is distributed through the MarketingSherpa email newsletter (https://www.marketingsherpa.com/newsletters). Sign up for free if you'd like to get more episodes like this one.For more insights, check out...This podcast is not about marketing – it is about the marketer. It draws its inspiration from the Flint McGlaughlin quote, “The key to transformative marketing is a transformed marketer” from the Become a Marketer-Philosopher: Create and optimize high-converting webpages (https://meclabs.com/course/) free digital marketing course.Apply to be a guestIf you would like to apply to be a guest on How I Made It In Marketing, here is the podcast guest application – https://www.marketingsherpa.com/page/podcast-guest-application
BIO: Will Roundtree offers the world a unique lens into wealth-building strategies and examines opportunities for his communities to expound on their knowledge and have effective practices to apply it.STORY: Will invested in a small tax franchise after he bought into the owner's lavish lifestyle. He didn't do his due diligence, only to discover that the owner had been stealing from his clients. This saw him lose over $40,000.LEARNING: Do your due diligence. Study the actual industry you want to invest in and verify its legitimacy. There's no hack or shortcut to earning trust. “People want to look like they're running a business. So they go and get all these business expenses. I'd say the number one thing you should do is get a customer first.”Will Roundtree Guest profileWill Roundtree offers the world a unique lens into wealth-building strategies and examines opportunities for his communities to expound on their knowledge and have effective practices to apply it.From homeless to millionaire, Will has established himself as a staple in the real estate investment sector. His expertise has garnered recognition among his peers and community members as the founder and top-grossing principal at WE Management Services. Will has helped over 3,500 small to medium-sized businesses access over 300 million dollars in business funding over the 36 months.In 2005, he left his hometown of Milwaukee, WI, with a borrowed 500 dollars and headed towards Las Vegas. Once there, Roundtree found the ruthless realities of living without a financial plan and imperfect credit. His applications were denied for housing, and this left him homeless and living out of his car.Roundtree was inspired to diligently educate himself on personal finance and credit. He would walk into libraries and read books about consumer credit laws, standard operating procedures, regulations, and economics. This led to him becoming a FICO Certified Consultant and eventually to the creation of WE Management Services, a highly-rated financial services company. In this role, Roundtree has helped numerous families successfully restore credit, become homeowners, obtain financial freedom, and become flourishing business owners. More than a decade later, Roundtree tours the country as a notable financial advisor, author, motivational speaker, mentor, community organizer, real estate investor, and wealth builder. Just recently, he completed a nationwide tour headlining his innovative Cocktails and Credit seminars. He is also the creator and host of the Full Time CEO Podcast: The $h!t They Don't Tell You!Worst investment everWill invested in a small tax franchise when they were up and coming. The owner of the franchise pitched Will by showing him how much money he had made the year before. Will didn't ask to see any financials or verify if the company was legit. He was impressed by the profit and loss statement and pictures of the guy's automobiles and the trips he took. So he sold Will on the lifestyle, not necessarily the business.After liquidating his 401-K, Will also took out some personal loans to invest in the tax franchise. His total investment into the franchise was about $40,000 upfront, plus additional yearly fees. After the purchase was completed, Will had to lease an office. He negotiated for a tenant improvement allowance of about $25,000....
Marketing frames the message and story that sales reps receive as they go out into the wild.But also…salespeople must actively engage with the market and produce leads, not only relying on marketing.It's a both/and situation.We sat down with @Jyllene Miller, President of Jyllene Miller Enterprises and a globally acclaimed two-time Female Executive of the Year award-winner. She shared her thoughts about the close link between selling and advertising and how they can benefit from each other if they trust each other.Additionally, she puts emphasis on the idea that each participant can gain from the other's experiences and insights. The healthier professionals are in mind and body, the better they will show up for each other on the job.Resources: Centers for Disease Control and Prevention
Approaching a new industry as an outsider and as a team of one would be daunting for most founders. But Chen Amit, Founder and CEO of Tipalti, was a repeat entrepreneur building in a new arena. In the past 13 years, he has scaled Tipalti— a finance automation suite focusing on global payments and accounts payable—into one of the most highly valued privately-held fintech companies in the globe. With a valuation of $8.3B, Tipalti processes over $43B in payments annually. Chen shares why signing his third customer was his biggest signal of product-market fit, what playing poker taught him about taking calculated risks, and why he relearns his job every eighteen months.
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