Podcasts about HubSpot

Mike MontagueHuman-First AI Marketing® @Avenue9

This week on the podcast, Joe and Robert break down the big takeaways from Content Entrepreneur Expo (CEX): The future of human content vs. AI content and why this tension may define the next decade. Why leaning into your “crazy” could be the smartest business move you'll ever make. The rise of new search metrics and how they're quietly reshaping the creator landscape. Marketing news this week: Cracker Barrel's Logo Backlash – A nostalgic flip-flop for the ages. Was this a brilliant PR stunt, or a brand fumble that shows just how powerful memory and meaning are? CBS News | Ad Age Perplexity's Publisher Program – 80% of ad revenue promised to creators. But is this really a fair shake, or just another platform mirage? Digiday Marketing losers of the week: A troubling study on gambling ads saturating sports broadcasts The Guardian The Atlanta Journal-Constitution ends its print edition. And in rants and raves: AI ad networks invade ChatGPT – the future of monetization or the end of trust? [Ad Age] The strange, hilarious world of a print newspaper… from Uranus Fudge. ------- This week's sponsor: You don't become the world's most valuable women's sports franchise by accident. Angel City Football Club did it with a little help from HubSpot. When they started, data was housed across multiple systems. HubSpot unified their website, email marketing, and fan experience in one platform. This allowed their small team of three to build an entire website in just three days. The results? Nearly 350 new sign-ups a week and 300% database growth in just two years. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Get all the show notes: https://www.thisoldmarketing.com/ Get Joe's new book, Burn the Playbook, at www.joepulizzi.com/books/burn-the-playbook/ Subscribe to Joe's Newsletter at https://www.joepulizzi.com/signup/. Get Robert Rose's new book, Valuable Friction, at https://robertrose.net/valuable-friction/  Subscribe to Robert's Newsletter at https://seventhbearlens.substack.com/ ------- This Old Marketing is part of the HubSpot Podcast Network: https://www.hubspot.com/podcastnetwork

JooBee Yeow joined us on The Modern People Leader to talk about why HR must stop overfunctioning and start diagnosing real business problems—especially when revenue is on the line. We discussed how HR leaders can step out of their silo, challenge assumptions, influence revenue growth, and flip the HR pyramid to prioritize high-impact, strategic work.---- Sponsor Links:

This Podcast Is Episode 643, And It's About Is It Time To Hire A Bookkeeper Or Keep Doing It Yourself A Real-World Guide for Small Construction Business Owners If you run a small construction business, you've probably worn every hat—from estimator and foreman to project manager and, yes, bookkeeper. Initially, doing the books yourself may have seemed manageable. But now, as you grow, you might be asking: "Do I need a bookkeeper, or can I keep doing this myself?" It's a valid question—and the answer depends on where your business is, where it's going, and how you manage your time and money. As construction bookkeeping specialists, we've worked with both first-time business owners and seasoned contractors. We've seen the difference it makes when you stop guessing at your finances and start getting reliable, real-time information from a professional. This post will break down the pros and cons of DIY versus hiring a bookkeeper, helping you determine which option is right for your business at this time. DIY Bookkeeping: The Pros Let's start with what's great about doing it yourself, because yes, it can make sense for some businesses in the early stages. 1. It's Low Cost (on the Surface) When money is tight, it's tempting to save every dollar. Doing the books yourself means you don't have to pay a monthly fee or hourly rate. 2. You Learn the Basics By managing your books, you get hands-on experience: How income and expenses are tracked What reports matter How invoices, payments, and taxes work That knowledge helps you communicate more effectively with professionals in the future. 3. You Stay Closely Involved No one knows your business like you do. DIY bookkeeping keeps you aware of every transaction, which can be helpful when you're building habits and financial awareness. DIY Bookkeeping: The Cons While DIY works in the beginning, it often becomes a liability as your business grows. 1. It's Time-Consuming Your evenings and weekends should be spent resting or planning, not catching up on receipts, reconciling bank accounts, or fixing errors from two months ago. Time spent doing books is time not spent building, selling, or strategizing. 2. Mistakes Are Easy to Make Without training, it's easy to: Misclassify expenses Forgot to reconcile accounts Lose track of job costs Miss important deadlines (like sales tax or quarterly estimates) These errors can result in IRS penalties, underpricing, or inaccurate reporting, which can harm your business. 3. Poor Financial Visibility Most DIY systems don't provide accurate job costing, cash flow forecasting, or profit tracking. If you don't know: How much are you really making per job When you can afford to hire or buy equipment Whether your prices cover your overhead …then you're not making informed decisions—you're guessing. 4. It Adds to Your Stress Let's be real: most contractors don't enjoy bookkeeping. It's one more task in an already overloaded day. That constant "I still need to do my books" feeling adds unnecessary pressure. When to Consider Hiring a Bookkeeper Hiring a bookkeeper isn't just about outsourcing busywork—it's about buying clarity, control, and peace of mind. Here's how to know it might be time. 1. You're Consistently Behind If you're weeks or months behind on categorizing expenses, reconciling bank accounts, or sending invoices, it's time for support. A good bookkeeper will not only clean up your books but also keep them up to date moving forward. 2. You're Making More Than $100K in Revenue Once your business is generating six figures or more, your financial picture becomes more complex: Job costing becomes essential Overhead needs to be tracked properly Taxes become more critical (and riskier to ignore) That's where a bookkeeper helps you protect what you're building. 3. You Want to Grow (Or Work Less) Whether your goal is to scale, take on larger jobs, or finally reclaim some weekends, hiring a bookkeeper frees up your time and mental space to make that happen. 4. You're Not Sure What Your Numbers Mean If you've ever looked at a Profit & Loss report and thought, "What am I supposed to do with this?"—that's your cue. A good bookkeeper doesn't just send you reports—they help you understand them and use them to improve your business. DIY vs. Hiring a Construction Bookkeeper: Side-by-Side Comparison Feature DIY Bookkeeping Hiring/Outsourcing 1. Cost Low upfront Monthly fee (varies) 2. Time required High Low (with some client input) 3. Accuracy Varies (risk of errors) High (with checks and clean records) 4. Stress level Often high Much lower 5. Job Costing & Profitability Often missing or incomplete Built-in and consistent 6. Tax readiness Risk of scrambling at year-end Clean books, ready for CPA 7. Scalability Harder to grow confidently Easier to plan and expand Common Concerns About Hiring a Bookkeeper (And the Truth) "Can I afford it?" Hiring a bookkeeper isn't an expense—it's an investment. Most of our clients save money long-term because: Their invoices go out on time They stop underpricing jobs They avoid late fees and missed tax deductions "What if I'm too disorganized?" That's precisely why you need a bookkeeper. A good one will help you build systems that work for you, not shame you for being behind. "Will they understand construction?" Not all bookkeepers do—but we do. We specialize in construction businesses and know how to track labor, materials, subcontractors, job profitability, and project phases accurately. How a Bookkeeper Helps You Grow Once your books are in order, you can: See which jobs are most profitable Adjust your pricing based on real data Budget for slow seasons Plan for hiring or equipment purchases Sleep better knowing your business is financially healthy You stop reacting and start leading. Final Thoughts: Don't Wait Until It's a Mess Suppose you're spending hours each month on books, avoiding financial check-ins, or unsure whether your job is making money. In that case, it's probably time to stop doing it yourself and outsource it to us. Hiring a bookkeeper is like hiring a subcontractor—you could do the work yourself. Still, someone with more experience and tools will do it faster, cleaner, and with fewer mistakes. You build homes. We'll help you build a business that lasts. Ready to Explore Bookkeeping Support? If you're ready to free up your time, reduce financial stress, and finally understand what your numbers are telling you, let's talk. We can go over: Where your books stand now What kind of support makes sense for your business How to set up a system that works (without drowning in spreadsheets) Your time is too valuable to spend chasing receipts and guessing at job costs. Let's fix that. About The Author: Norhalma Verzosa is a Certified Construction Marketing Professional and serves as the Web Administrator of Fast Easy Accounting, located in Lynnwood, WA. She holds a Bachelor's Degree in Psychology and is a Certified Internet Web Professional, with certifications in Site Development Associate, Google AdWords Search Advertising, and HubSpot Academy. She manages the entire web presence of Fast Easy Accounting using a variety of SaaS tools, including HubSpot, Teachable, Shopify, and WordPress.

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

Tiffany Stevenson, former Chief People Officer at WeightWatchers and Patreon, joined us on The Modern People Leader. We talked about this being the CHROs toughest chapter yet, how AI is reshaping HR, and what HR brings to the boardroom.---- Sponsor Links:

Hey CX Nation,In this week's episode of The CXChronicles Podcast #264, we welcomed Mika Yamamoto, Chief Customer and Marketing Officer at Freshworks based in San Mateo, CA. Freshworks Inc. (NASDAQ: FRSH) builds uncomplicated service software that delivers exceptional customer and employee experiences. Their enterprise-grade solutions are powerful, yet easy to use, and quick to deliver results. Their people-first approach to AI eliminates friction, making employees more effective and organizations more productive.Over 72,000 companies, including Bridgestone, New Balance, Nucor, S&P Global, and Sony Music, trust Freshworks' customer experience (CX) and employee experience (EX) software to fuel customer loyalty and service efficiency.In this episode, Mika and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that her team at Freshworks think through on a daily basis to build world class customer experiences.**Episode #264 Highlight Reel:**1. The power of reflection & attention to the customer journey you're building 2. Enhancing customer experience through employee engagement  3. Building your playbook on tech-stack efficiency and utilization 4. Breaking down silos to build world-class customer & employee experiences 5. Investing in "Voice of Customer" (VOC) & "Voice of Employee" (VOE) Click here to learn more about Mika YamamotoClick here to learn more about FreshworksHuge thanks to Mika for coming on The CXChronicles Podcast and featuring her work and efforts in pushing the customer experience & customer success space into the future.For our Apple & Spotify podcast listener friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of the "CX Nation". You know what would be even better?Go tell one of your friends or teammates about CXC's custom content,  strategic partner solutions (Hubspot, Intercom, & Freshworks to name a few) & On-Demand services & invite them to join the CX Nation, a community of nearly 15K+ customer focused business leaders!Want to see how your customer experience compares to the world's best CX-driven companies? We recently launched CXC Healthzone, an intelligence platform that shares benchmarks & insights for how companies across the world are tackling The Four CX Pillars: Team, Tools, Process & Feedback & how they are building the pillars upon an AI-powered foundation for the future. Huge thanks for being apart of the "CX Nation" and helping customer focused business leaders across the world make happiness a habit!Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

HubSpot's new Chief Sales Officer, David Cohen, has spent the last six months traveling the globe meeting partners and customers. What he's learned is shaping not only how HubSpot goes to market, but how to win upmarket—together. It's a conversation about leadership, the AI transformation reshaping go-to-market, customer value, and why partners are central to winning the next era of growth.

Matt Sciannella hosts Dale Harrison in a three part summer event series to cover the intricacies of Brand and Performance marketing. This is the first part of the final event: covering where Marketing ROI fails, and digging into the problems with measuring Revenue. Dale and Matt get into the conventional approaches to calculating marketing ROI, highlighting their limitations and presenting a more comprehensive framework. The discussion sets the stage for a robust understanding of marketing's true impact on a business's financial health.Throughout the episode, Matt and Dale critique traditional metrics used by major platforms like Facebook, HubSpot, and Salesforce, arguing that these models fail to capture the real contributions of marketing efforts. They stress the importance of focusing on gross margins rather than revenue, and present a compelling argument for using contribution margin as a more accurate representation of marketing's ROI. The conversation also touches on the historical neglect of brand marketing in favor of performance marketing, particularly in the B2B sector, and the repercussions that this shift has had on long-term business value.Episode topics: #marketing, #demandgeneration, #brand, #B2BSaaS, #digitalmarketing #ROI #return #investment______Subscribe to Stacking Growth on Spotify and YouTubeLearn More About Refine LabsSign Up For Our NewsletterConnect with the hosts:Matt SciannellaDale Harrison

Shea Belsky shares his top do's and don'ts for managing neurodiversity in the workplace.— YOU'LL LEARN — 1) Why neurodivergency is unavoidable at work2) The unique strengths and struggles of autistic people3) When and how to discuss neurodiversity at workSubscribe or visit AwesomeAtYourJob.com/ep1087 for clickable versions of the links below. — ABOUT SHEA — Shea Belsky is an autistic self-advocate. He is a Tech Lead II at HubSpot, and the former Chief Technology Officer of Mentra. Having been the manager of neurodivergent & neurotypical employees, he brings many unique perspectives on neurodiversity in the workplace. Shea has championed neurodiversity for organizations like Novartis, the Kennedy Krieger Institute, Northeastern University, in addition to being featured in Forbes and the New York Post.• LinkedIn: Shea Belsky• Podcast: Autistic Techie• Website: SheaBelsky.com— RESOURCES MENTIONED IN THE SHOW — • Book: Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity by Kim Scott• Past episode: 150: Expressing Radical Candor with Kim Scott• Past episode: 860: The Science of Compelling Body Language with Richard Newman• Past episode: 1049: What Dyslexia Can Teach Us About Creativity, Problem Solving, and Critical Thinking with Kate Griggs• Past episode: 1070: An ADHD Strategist's Pro Tips for Staying Motivated and Productive When You Can't Focus with Skye Waterson• Past episode: 1085: How to Find More Fun at Work Every Day with Bree Groff— THANK YOU SPONSORS! — • Strawberry.me. Claim your $50 credit and build momentum in your career with Strawberry.me/Awesome• LinkedIn Jobs. Post your job for free at linkedin.com/beawesome• Quince. Get free shipping and 365-day returns on your order with Quince.com/Awesome• Square. See how Square can transform your business by visiting Square.com/go/awesomeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Are you trying to use AI to speed up your sales cycle, only to find it's making your prospects' experience worse? The key is using technology to your advantage, not against you.In this episode, I'm joined by Doug Foley, an expert in sales enablement and AI integration. He shares his insights on leveraging AI tools to build more meaningful client relationships and enhance your sales process from start to finish.Meet Doug Foley· Douglas J. Foley is a strategic advisor, accomplished author, and the founder and CEO of Foley Media AI, where he architects AI-driven revenue engines for CEOs, high-growth companies, and Fortune 100 organizations. · Leveraging frameworks such as his Customer Loyalty Framework and AI Sales Engine™, Doug delivers predictable, measurable growth and transformative EBITDA results. · His practical, results-focused methodologies help senior leaders confidently scale and optimize their businesses.Why AI Matters in Enterprise Sales· Doug shares his journey, outlining the frequent gaps he's seen in sales enablement and how AI, when implemented strategically, can fill those voids. · Many organizations only use AI for surface-level tasks like faster email writing or market research.· Doug urges sellers and business owners to expand beyond this "tunnel vision" and embrace AI as a tool for relationship-building and holistic sales strategy.Practical Steps for Implementing AI· When leaders are training sales teams on using AI tools, Doug suggests showing them how to map out the buyer's journey and integrate AI at key touchpoints such as post-meeting follow-ups. · He stresses the importance of system-based thinking in deploying AI and highlights the significant gains in productivity and customer experience that even small changes can deliver.Tips for Sales Leaders and Reps· For busy sales managers, Doug suggests starting small: introduce an "AI-first" mentality in team meetings and encourage reps to share how AI helps overcome everyday roadblocks. · He emphasizes celebrating early AI wins to build momentum and foster an innovative culture.Advanced AI Strategies· Here's actionable advice for reps targeting enterprise accounts: Use AI-powered research for deeper stakeholder mapping, create hyper-relevant outreach campaigns, and build a memorable, white-glove experience for clients. · Doug shares that impactful AI usage means slowing down to get ultra-targeted, which leads to better results and stronger deal pipelines.“The biggest mistake most people make is they look at it from strictly efficiency...but they don't look at it more holistically as how can I build a bigger, better relationship and use AI.” - Doug Foley.Resources· Reach Doug Foley at Foley Media AI or on social platforms as @DouglasJFoley.· If you like more guidance with improving your sales skills, join my Sales Mastermind Class.· Thinking about starting a podcast yourself? Learn more about Blue Mango Studios. Sponsorship Offers1. This episode is brought to you in part by Hubspot.With HubSpot sales hubs, your data tools and teams join a single platform to close deals and turn prospects into pipelines. Try it for yourself at

Are we entering a new golden age of content marketing? In this week's This Old Marketing, Joe Pulizzi and Robert Rose dig into why the industry feels more alive than ever and what this resurgence means for brands and creators alike. The Big Stories: When Hollywood Hits the Break Room: A credit-card company launches a sitcom (Roomies) that blurs the line between branded content and binge-worthy entertainment. Read more → From Tackles to Talk Shows: The NFL's Broadcast Boot Camp trains players to pivot from pads to teleprompters. Is this a new playbook for employee-driven media? Read more → Redline, Red Flag: Creators push back on restrictive contracts, but many brands are saying “no edits allowed.” What does this mean for the creator–brand relationship? Read more → Marketing Winners of the Week: Taylor Swift (once again setting the standard for creator-driven marketing) MSNBC's bold rebrand Billy Joel (yes, he's still moving the needle) Rants & Raves: A surprising return to print media: why it may be smarter than you think A deeper dive into the true meaning of “rented land” in today's marketing mix Key Takeaway: Content marketing isn't just back. It's maturing into a stronger, more essential discipline. Brands and creators who double down on owned media, storytelling, and consistency will be the ones who thrive in this new golden age. ------- This week's sponsor: You don't become the world's most valuable women's sports franchise by accident. Angel City Football Club did it with a little help from HubSpot. When they started, data was housed across multiple systems. HubSpot unified their website, email marketing, and fan experience in one platform. This allowed their small team of three to build an entire website in just three days. The results? Nearly 350 new sign-ups a week and 300% database growth in just two years. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Get all the show notes: https://www.thisoldmarketing.com/ Get Joe's new book, Burn the Playbook, at www.joepulizzi.com/books/burn-the-playbook/ Subscribe to Joe's Newsletter at https://www.joepulizzi.com/signup/. Get Robert Rose's new book, Valuable Friction, at https://robertrose.net/valuable-friction/  Subscribe to Robert's Newsletter at https://seventhbearlens.substack.com/ ------- This Old Marketing is part of the HubSpot Podcast Network: https://www.hubspot.com/podcastnetwork

Priscila Bala, CEO of LifeLabs Learning, joined us on The Modern People Leader.We explored how AI is transforming learning, the enduring role of middle management, and why the most impactful leadership skills are more human than ever.---- Resources Mentioned:

This Podcast Is Episode 642, And It's About How To Know If It's Time To Raise Your Rates Without Losing Clients A Practical Guide for Contractors Who Want to Stay Profitable—Without Scaring Off Business If you're like most small construction business owners, you've probably had this thought: "I'm working non-stop, but I'm still barely keeping up—should I raise my prices?" And then right after that, the fear kicks in: "What if I lose clients? What if no one can afford me anymore?" As construction bookkeeping specialists, we hear this frequently. Contractors are nervous to raise their rates because they worry it'll cost them jobs or damage their reputation. But here's the truth: Raising your rates isn't about greed—it's about survival. In this post, we'll guide you through understanding when it's time to increase your rates, how to do it without losing your best clients, and how your books can provide the data and confidence to price with clarity. Why Contractors Hesitate to Raise Rates Let's start with the everyday fears: "My clients won't pay more." "I'll lose out to cheaper competition." "What if I price myself out of the market?" These fears are common, but often based on assumptions rather than data. Low rates can hurt your business more than help it. They lead to: Burnout from overwork Poor-quality clients who expect a lot and pay late Inability to reinvest in tools, help, or marketing Projects that cost more than they bring in So let's flip the script. Instead of fearing a rate increase, let's explore how to raise with purpose—and use facts, not fear, to guide your pricing. 1. Start with Job Costing Before raising rates, you need to know one thing clearly: Are you actually making money on your jobs? Job costing is the process of tracking: Labor hours (including your own!) Material and supply costs Subcontractor fees Equipment and tool usage Permits, dump runs, gas, insurance A share of your overhead (office, truck, phone, software) Once you tally this up, compare it to what you charged. If you're seeing slim margins—or worse, negative ones—you're undercharging. Bookkeeper's Tip: Start by reviewing your last 5–10 jobs. Break them down into: Estimated vs. actual cost Hours quoted vs. hours worked Gross profit (before overhead) Net profit (after overhead) Even a simple spreadsheet can help you see which jobs are winners—and which ones need a pricing tune-up. 2. Watch for These Signs - It's Time to Raise Rates Still unsure? Here are seven signs it's time to raise your prices: 1. You're booked out for weeks (or months) This means demand is high, and your pricing may be too low. If people are lining up, a modest increase won't deter them. 2. You're working too hard for too little If you're exhausted, working weekends, and still not taking home enough, your rate is too low. Period. 3. You haven't raised your prices in over a year Material costs, fuel, insurance, and labor have all increased. If your rates haven't changed, you're likely absorbing the difference. 4. Your quality has improved Are you more skilled than when you started? Do you offer better results, smoother communication, or cleaner job sites? Then you should be charging for it. 5. You're attracting low-quality clients If you constantly deal with haggling, late payments, or poor communication, your pricing is attracting bargain hunters rather than quality clients. 6. Your tools, overhead, and team cost more Running a legit business costs money. If you're licensed, insured, and invest in quality, your rates should reflect that. 7. You're turning away work If you're saying no to jobs because you're too busy, that's a strong sign it's time to raise your prices and focus on higher-value projects. 3. How to Raise Rates Without Losing Good Clients You don't need to double your rates overnight or announce a price hike in bold letters. Here's how to do it strategically and professionally: A. Start with New Clients This is the easiest path. Quote your new price to new inquiries in the future. They won't know the old rate, so there's no resistance. B. Add Value, Not Just Cost When raising rates, remind clients of what they're getting: Better project management Faster turnaround Clearer communication Higher quality materials Insured and dependable work Frame your pricing as an investment, not just a fee. C. Offer Tiers or Packages For price-sensitive clients, offer a few levels of service: Basic (bare-bones scope) Standard (your usual full-service) Premium (extras like design, faster turnaround, etc.) This helps clients self-select based on budget without forcing you to underprice your work. D. Phase In Rate Increases If you work with repeat clients, give them a heads-up: "Due to rising material and labor costs, I'll be increasing my hourly/project rates starting [date]. I wanted to let you know in advance so we can plan accordingly." Most reasonable clients will understand, especially if you've consistently delivered value. 4. Use Pricing Psychology to Your Advantage Pricing is part math, part mindset. Here are a few tactics to make your price increases feel smoother: Avoid round numbers Instead of $1,000, say $1,175 or $3,950. It feels more calculated, not random. Anchor with options Show your higher price next to a more expensive (or less valuable) one. This frames your offer as the "just right" choice. Include a price breakdown. Show labor, materials, subs, overhead—so clients understand what goes into your rate. Be confident Clients can sense uncertainty. If you hesitate or over-explain, it creates doubt. Quote clearly and stand behind your values. 5. Track What Happens Next After you raise rates, keep an eye on: Win/loss rate (are fewer clients saying yes?) Job profitability (are you keeping more after costs?) Client satisfaction (any change in feedback or reviews?) Hours worked vs. income (are you earning more with less hustle?) Often, you'll find you're getting fewer clients, but better ones. And that's the goal: less chaos, more profit, and more control over your schedule. Final Thoughts You Deserve to Be Paid for What You're Worth You started your business to build freedom, not to be overworked and underpaid. Raising your rates isn't risky when data, systems, and experience back it. It's a sign of growth and professionalism. The right clients will respect it, and you'll finally start seeing the kind of income and balance your hard work deserves. Need Help Understanding Your Numbers Before You Raise Rates? As a construction bookkeeping specialist, we help contractors: Break down job costs Analyze profit margins Clean up financials Set pricing that actually works As we always say, Contractors like you deserve to be wealthy because you bring value to other people's lives. You don't need more jobs. You need the right jobs at the correct rate. Let's get you there. About The Author: Norhalma Verzosa is a Certified Construction Marketing Professional and serves as the Web Administrator of Fast Easy Accounting, located in Lynnwood, WA. She holds a Bachelor's Degree in Psychology and is a Certified Internet Web Professional, with certifications in Site Development Associate, Google AdWords Search Advertising, and HubSpot Academy. She manages the entire web presence of Fast Easy Accounting using a variety of SaaS tools, including HubSpot, Teachable, Shopify, and WordPress.

According to research from Salesforce, 69% of sales reps say they’re overwhelmed by the number of tools they must use. So, how can you reimagine your tech stack and GTM strategy to maximize efficiency across your teams?Riley Rogers: Hi, and welcome to the Win-Win podcast. I’m your host, Riley Rogers. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Kate Curtis, senior product Marketing manager of Enablement at Kevel. Thank you so much for joining us. Kate, I’d love if you could start just by telling us a little bit about yourself, your background, and your role at Kevel. Kate Curtis: Great. Yeah, so I’m Kate Curtis. I’m based out of Boston and working with enablement here at Kevel, which is a retail media cloud service platform, and I just recently came on, but I’ve had a very diverse background in terms of working in different companies in different verticals. I actually got my start out of college working in a box office for nonprofit arts, anywhere from opera, theater, dance, you name it. I think it was a masterclass in doing everything with nothing and it. Gave me the ability to think about how to sell things in a way that aren’t naturally able to sell when you can actually sell artistic creativity by showing people the possibility. That was one of the first lessons I got that got me hooked into enablement, and so how do we talk about things? Whether it’s about a product you’re selling or something, you’re convincing somebody to read a book. How do you talk about things in a way that catches them, that enlightens them, that brings value to them? It was a grassroots kind of situation where you had very little, very little money and had to get creative, and so I took those skills and. Started making my way into advertising, working for other ad tech companies like Criteo, Amazon, and now here at keval. And the uniqueness of it is everybody struggles with the same things no matter what your business is. RR: I love how you connected the dots from beginning to end working in a nonprofit initially and an arts focused nonprofit. You learn to be scrappy. You learn how to communicate with people well. You just have to. So I think part of the reason we’re excited to have you here is you have a really great wealth of experience. Kind of across a lot of different disciplines that we’re very excited to dig into. And on that note, we kind of have a lot of ground to cover today. So excited to jump right into it. So first question for you, as a marketing leader, what are some of the key go-to-market initiatives that you’re focused on driving for your business? KC: Yeah. If you ask any enterprise leadership, they’re going to say, sell, sell, sell. Get it out there. Get it in front as many people as possible. Get those dollars. A, B, C. Always be closing to me as somebody who comes from a background, particularly I am a child of two public school teachers. It starts with education. You can’t sell unless you believe in it yourself, unless you understand how it works. And that gives you the capability to be able to take a story to the table and solve for a customer. Tell them not just how the features and functionality work, but so what? What is this gonna do at the end of the day? So the real priorities for go to market is let’s start with educational foundation, and that’s whether you are building something out yourself internally, whether it’s coaching or you’re building out playbooks. Finding something to be able to reach a myriad of learning personalities so that they feel confident. Being able to understand themselves and tell their own story versus read off of let’s say a sales script or speaker’s notes on a deck. From there, it’s being able to give them something that they can take to a customer that isn’t built from within. And I say that by meaning. How do we keep whatever our content is, whether it’s a video, it’s a one pager, it’s a deck, what have you, how do we ensure that we are showing the value of product? But that’s not where the conversation starts. The conversation should start from how do we. Have those conversations with people to find out why we’re actually meeting today, and then being able to work backwards into the functionality of the platform where that. We bring in the education layer, right? That’s where we bring it in. We can sit here and talk hypotheticals of what you can solve for for a customer, but at the end of the day, you’ve gotta be able to show the proof. So if being able to allow people to feel confident to talk about something that they can solve for understanding a customer’s needs, and then being able to provide them that proof. Is something that we’ve really focused on. So how do we make sure they have the education? How do we make sure they have the go-to market right materials? And how do we make sure that they stay aligned and then continuously learning from them, from the data of did it work? ’cause we’re all making assumptions about what the market is like and who our customers are and what they’re struggling with. But if you don’t lean into the data and validate and challenge things, then it that go to market time is just gonna get longer. And less impactful. And at the end of the day, that dollar is gonna take much longer time to come in the door. And so really starting from the basics. RR: Yeah, I really admire that education first approach. I think that’s a great philosophy, but I know that it’s also kind of, it’s hard to drive at scale. You’re trying to do a lot of things to build confidence, to build that alignment, to get reps ready to go and sell meaningfully. And so I know that’s a big challenge that I’m sure you and literally everyone else is dealing with. So I know that one of the ways that you’re kind of combating that challenge is through. Go to market efficiency. I’ve seen you frame it as operating leaner, faster and smarter. So I’d love if you could walk me through the building blocks that you and any other GTM team would need to kind of bring that philosophy of efficient execution to life. KC: Yeah. Again, starting from. Getting it right from the start. So we started off, we’ve had enablement surveys running for the past couple of quarters internally to be able to understand where people are struggling, not just with content needs, but where they are lacking in feeling confident about certain messaging or products or ICPs. Really understanding across the board what are the big gaping holes, what are the areas that we can lean on the little less into, and. Starting off with something like that, to be able to kind of add that data to again, be able to not only just understand, but measure quarter over quarter is incredibly helpful to how we kinda got started in isolating what’s the biggest areas of opportunity versus long-term goals. And from there it was about, I heard loud and clear when I came in. I can’t find anything. I don’t know if it’s up to date. I don’t understand how to talk about it. I can’t find answers to my questions. And again. Tale as old as time. Everybody has that problem no matter how big and how much money you have in the bank. And so that’s where I lean into tools and that’s where I brought in Highspot, is the idea is like we need to start from a clean slate before we can even go to market. Otherwise we’re just gonna keep repeating the same issues over and over. So this was a great opportunity for us to kind of start clean and enter into a tool. I know that everybody and their mom has a thousand tools across the business, and the names just get funnier and funnier the more you adopt them. But the idea of this is what I was trying to impress upon them is we have so many rich channels of content, whether it’s discussions happening in Slack or it’s things that are happening in HubSpot, or you know, all this rich content built by multiple different departments living across the ether. And they’re so rich in what they can provide and insight and education and just quick answering of questions and being able to help our teams become strategic advisors versus salespeople. And so being able to ingest that into one tool rather than replicating another tool was a great opportunity to say, I’m gonna help you find what you need faster. That, and then as my customer got ’em. They said fantastic. And I’m not saying it’s easy as that to get a hundred percent adoption, but that the fact of the matter is of being able to give them back time into their week to do their job was problem one that we were solving for. The next was finding my champions. So finding those people. That’ll drink the Kool-Aid with me, and so I had a lot of one-on-ones, which is exhausting at first, but as we say in sales juice, it’s worth the squeeze. After we got started doing the one-on-ones people, it was like they saw the light, specifically looking at digital sales rooms, being able to have something that didn’t just benefit the salesperson but became an effective tool to help them. At when the deal was closed, to be able to hand that over to the existing business team and everything’s there, and they’re able to then build upon that and it becomes this one stop shop for a customer lifecycle versus these different stages that we see customers in. It becomes a partnership versus just a deal commitment. And then. I’m a mom, I realize I get my kid to do things when I, you know, reward them. So I actually started building out some spotlights. So most recently called out some of the, the salespeople that got really creative in the digital sales rooms about not just taking the. Templates I built out with some of our standard content, but really thought about it and really engaged with the tool. And out of the digital sales room was the first one they built 60% of the material was engaged with by customers. And to be able to see something like that where we’re still building materials in real time was incredibly. Informative and helps like to feed how we should start rebuilding these rooms. So showing their other sales team members look what they’re able to do and look at the conversations they’re able to elevate. Cited that little bit of competition with their other salespeople. But I, the, I created an award called, I Got 99 Problems, but a Pitch Ain’t Won. And now that is my enablement award I give out for spotlights that are all hands when I’m calling out people for certain things. And as cheesy as it is, you know, it brings people back into the conversation and people actually text and said, how can I get the next one? So it’s, it’s a lot of different ways of looking at it. Again, at the end of the day, yeah, they’re my teammate, but they’re also my customer. How am I gonna make them successful? What are the same discovery questions we ask? And then as I’m doing that, being able to champion that out. It’s being seen by other members of the business and they want their stuff seen too. So you’ve got product in there with like release notes, which, so we build out an RSS feed, so all the release notes are constantly feeding in there. Everybody is getting a benefit from it, depending on what. How they’re engaging with Highspot and we’re unsiloing all of this information and helping people find the answers, speak more confidently in real time, using AI to help make things faster and learning with data. ’cause data doesn’t lie. RR: Amazing. I love that you’re kind of marrying the functionality with the fun part of it, because that’s how you kind of drive adoption is you need to prove, hey, this helps your workflow and then also. You get a benefit by using it, and maybe it’s a little silly, but it’s also fun. I kind of wanna touch on something interesting you said, which is the struggle that so many teams face of dozens of tools with increasingly ridiculous names that your sellers all need to keep track of, click into, figure out. So I’d love to know a little bit more about what. The difference a unified platform makes for your team. So could you talk to me a little bit about how that centralized source of truth is improving efficiency and helping you better drive your initiatives? KC: Yeah. Great example is we have another tool that we use for our RFPs. So whenever a request for proposal comes in, there’s a whole other separate tool that most people don’t even know about and it actually is managed by a team of some of our engineers and it has over 2, 400. Questions asked by customers and RFPs with validated answers anywhere from the high level down to the nitty gritty. And so what I’ve done is I’ve connected that tool into Highspot, and so using copilot. People can go in and say, you know, what kind of ad formats can I use? And that’s probably not in a deck. It’s probably not in a one pager or maybe not into the detail or granularity you need. But because it can scrape that, it is able to scrape that data, give the information the answer back to the person in real time, and then point to the source. So if they need to dig in a little bit deeper, and what I like about that is the recommendations as well. So even if they’re answering a question, if I’m on a call with a customer. I guarantee you, no one on this team, unless they’ve been here for a while, could be able to answer that spitfire. The idea is that I’m enabling that person to find that question without having to go to a Slack and give that little intermission of time. That could be more conversation with the customer. They can find it in real time. They can provide the answer of the most basic level, and because it makes recommendations of other content that’s related to it, it helps them continue and evolve on that conversation In terms of discovery. So, okay, you’re looking for the different formats. Where do you typically like to serve your ads? What kind of ads do you like to serve? How do you like to do targeting? It helps to really drive the conversation and then at the same time, give you those things that you could put into the digital sales room. ’cause you know that that was impactful and maybe informative to them. So really thinking about where would I go for certain things that. Either people know about. So Slack, we are getting a little hacky and we are exporting some slack threads that are specifically around questions that come to our support teams. And so. As we can get that content in. It’s a little dirty because it’s an export from Slack, but the amount of conversations that are happening in there and dialogues about our customers and things that they’re asking about or struggling with, it’s such rich information that standardly wouldn’t exist in an enablement platform. And while it is not a deliverable, it is a resource. And so, you know, as people are having conversations, they’re able to find answers. They’re able to at the same time, educate themselves. Uh, in a self-service fashion, and it’s interesting to us to be able to go into those search channels and be able to see what people are asking so that we, it again helps us better understand where our content gaps are. Being able to reduce the amount of things that are open for you to be able to find what you need in a way that we keep it in controlled chaos, as I like to say, has been incredibly helpful. We were able to get answers to an RFP within the first week of launching Highspot. So it’s the idea of thinking out of the box of what this tool is meant to do in standard form of how we make sure people find content. I think it’s about how we make sure people find what they need. In real time and ensure that they’re confidently able to understand it and that we’re constantly looking for other areas to help feed into the platform and give them something that maybe they didn’t even know they were looking for. RR: Those are such great examples. I really enjoyed hearing about how you have created a space for so many conversations. That maybe would just happen in a little bubble, but now the entire organization has visibility into that, which is just incredible and I’m sure saves your engineering team and your support team a lot of time and a lot of slacks we’re working on it. I think that actually feeds very well into the next question, which is, you know, a key part of efficiency is alignment and synchronized collaboration. So I know you’re working closely with, like you said, product engineering, sales teams all across the organization. So beyond maybe what you’re doing so far in the platform, what are some best practices that you have for aligning GTM KC: teams? I think a really specific thing is kind of going back to what I mentioned at the beginning, is I did a road show before we signed and after we signed with key stakeholders from these teams, and none of them knew what Highspot was. So I was able to come in from an approach of what keeps you up at night, what are you struggling with, what can I help you with? What will make you look good? Again, the same thing. I would go to a customer. It doesn’t matter if it’s a car, if it’s hammer, if it’s software. The only reason I will come on board if it’s something that provides value or impact to me. So it was going to those teams and finding out. What are they struggling with? And a lot of it was they have so much documentation and so many things they want to get to everyone. But much like everybody, it lives on Google Drive or it lives in a doc portal that people don’t log into. It doesn’t give room for context or clarity. So again, like going to product and, and them saying, we have all of this stuff that’s out there that. Roadmaps and release notes that really could impact renewals or really could change the game in terms of customers that maybe didn’t think we were in the place right for them previously. But now we have all these things that we didn’t imagine. It’s being able to have those kind of things out there that help elevate the products and work that they’re doing. Going to our marketing team. I mean, you know, marketers, they are content churning themes. They are writing and delivering so much stuff and it just, you know, unless it’s through social channels or through campaigns, you don’t really have any data on that. So how can we start leaning into what’s working in marketing and not just elevate that to make sure it’s getting used, but get that feedback and more importantly. These are often the unsung heroes, right? The, the people who are creating content. There’s never a name on there that says Kate created that. They churn out the piece of content. It goes out there, it does what it does. And if it does well, then we celebrate as a team, which is great. But at the end of the day, I think we all like the validation of the work we do. And so I started another award called, um, I’m not just a Player. I crush a lot. And that’s for our content creators. And so it’s being able to go in and look at the content that, specifically I’m looking at digital sales rooms right now. One piece of content is being used very frequently and it’s being engaged with majority of the time. And it’s something that’s not even new and it’s actually a URL from our site, but it’s a blog post. And so being able to. Elevate that to that person who did that work a while ago that was probably long and forgotten and say, Hey, it’s still kicking and it’s doing well, is a really great opportunity for me to have that kind of buy-in from them too. Then the sales side. Honestly, getting that reporting metrics with pitches in digital sales rooms was the carrot on the stack. We are, you know, we’re in our, our business specifically is remote first, so we don’t have a sales floor. We have basically a tight network of salespeople that are extremely talented and very close knit, but they are across the world, and so being able to have. Something that they could learn off of each other and be able to get a little bit of a better understanding of how to direct their conversations. A better understanding of what works for different personas or markets to expedite that go to market and closing, uh, of deals faster that, I mean, it’s something they’ve never had before. It’s something that helps them become leaders within their own groups and being able to show them that value again, like. What keeps you up at night? The deal you’re struggling to curl? Yeah, let’s work on that. Let’s give you some space to be able to create a unique environment for your customer that becomes a collaboration and gives you insight and intel to how to better gauge the next conversation or prioritize your book of business. So really at the end of the day, it wasn’t about selling Highspot itself as a platform. It was about starting from how can I help you do better? What are you struggling with? And then mapping it back to the functionalities of Highspot and building out use cases for them and being able to say, we can deliver on this. And we do. And we are. RR: I gotta say, I love, as you’re explaining this, hearing the marketer brain churning of like, what stories am I gonna tell these folks to get them bought in? What is the value for you? How am I gonna tell this story? I see how it works. KC: It’s, it’s not rocket science. I wish I could come with a magic secret, but really we’re humans at the end of the day, and really, we are looking to, to prove our value and to excel at what we do. And so how can we find the unique ways to help people do that? RR: Yeah, and I think it’s that kind of empathy, that human first approach of like, I know that you’re just, you just wanna do a good job, and I’m here to help you do that. That’s gonna win. You buy in every single day more than any other strategy. KC: It’s the credit. I’m not coming here. To try to force this down your throat or make you do another tool. Let’s think differently about this. This is a partnership with us because when you do well, we all do well, which is cheesy as it sounds, but it’s true. RR: Yeah, absolutely. Switching gears a little bit, you kind of touched on this a little earlier, but I’d like to kind of dig into it because you know it wouldn’t be the Win-Win podcast if we didn’t talk about ai. So I’d love to know, a lot of businesses are, of course, using AI to improve efficiency, and I know that you’ve started to dabble in that a little bit with Highspot. So I’d love if you could kind of walk us through your current AI strategy and some of the ways that you’re using AI in Highspot to support your teams. KC: Yeah, we’ve just started again. We launched about end of June and then I went on vacation for two weeks ’cause that’s how you successfully kick off a new software. Um, but we launched in June and we launched with a very big launch event of a new product that we were rolling out with. So the timing was quite nice. And the idea behind this was, again, trying to, to show to the team that this isn’t a. Content repository. It’s not a dam, this is not a folder. Like this is going to be something that is we’re going to build on and teach as well. At the same time you’re gonna teach it. We started with leaning into, uh, just the search bar functionality, and that’s where I came in and started asking people in the surveys like, where do you go when you have a question? Don’t tell me a person’s name. Where do you go when you have a question? And really starting to source that kind of information to, to live out there. And sometimes it was. As we’d mentioned before, another platform that maybe this content lived in our support software, what have you, or maybe it was a Wiki, how do we start finding that information to be able to provide at the same time and answer those questions? And so starting really simplistic with that, it really is you got to breadcrumb people into a new platform. Otherwise they’re drinking from the fire hose and they’re not absorbing anything. To be able to solve for X pretty quickly. Was a nice way to start in. A, getting people to adopt the AI functionality of being able to surface information or content. B. Start teaching it. Vernacular and start giving the feedback of whether answers were right or not and start building that at scale. I then opened up into the full copilot feature and started showing them it’s smarter than chat GPT, because it’s really honed in only on us. So you know that your messaging is in there. And I was, don’t just ask a question of saying, what is yield forecast? Get that and say, okay. You can also do this, you can say, write a message to a retail persona, because we have our personas built into the platform, content across the board with bullet points of what the value props that are important to their outcomes. And in real time during the demo, it built the template for it. It was completely on point. I said, copy, paste that. Go BDR, go. And then from there it’s, it’s about leaning into where the AI copilot is within the tools itself. So. You know, if I am coming on board to Keble and I’m starting off, oftentimes people are gonna point you go look at these slides, go look at these PDFs, da, da, da. But having that copilot feature there to be able to ask a question rather than have to go to my manager and ask questions and it scrapes the content to be able to provide me an answer, is such an efficiency for that person to be, again, like self-service enabled, but also takes that kind of. I don’t wanna call it low value opportunity for a manager. It’s, it’s obviously they’re there for questions, but this gives it space for when they do have their one-on-ones to go into really distinct questions and really distinct trainings and coachings they need to be focusing on versus understanding a platform solution. And then from there that having that knowledge check that’s in there as well. Like that’s to me, another thing I don’t have to build out. As another training tool, like that’s a just off the bat kind of training tool. Those are the kind of things we’re currently leaning in. Again, we’re only almost two months in, but the fact of the matter is, is it’s already proving its value in terms of elevating what we are ingesting into the tool, into something that is solving for a problem. That has been on every single enablement survey since it started as one of the biggest issues is I need an education I can’t find. What I’m looking for. RR: Well, as you’re kind of iterating down the line, ’cause I know as you said, only like two months or so into this and there’s always room for improvement, figuring things out, all of that fun stuff. I’d like to know if you could share where you’re going. What do you think may be the next step in you and your AI vision, and how do you think that strategy might evolve over time? KC: It’s a really great question. We, as a company use AI to drive efficiencies at scale without taxing our teams. So finding business efficiencies, being able to build something more into AI within Highspot, that becomes almost like another me or another presence of a product engineer or you know, a sales. Guidance tool, which I know you guys are working on, I think soon we’ll be delivering. But how do we replicate support networks or feedback or guidance or recommendation? How do we elevate that and again, iterate? How do we constantly build on the value of this tool and how we are creating a smaller gap between the first start of a customer conversation? To not just closing of a deal, but how do we get smarter about what we’re saying? How do we get smarter about discovery questions? What are the hidden gems of things that we should be bringing up? How, how are we using AI to elevate our conversations, to onboard people faster, to really make sure that we are leaning in the right direction with the customer? And at the end of the day, showing the value. And you know, it’s sometimes hard in these situations to show value. It takes time, but what are the ways that we can show value? And I think a lot of the features that the AI even currently are doing are really starting to check that box. But I’m constantly, I am a self-proclaimed nerd. What more can we do? How can we get hacky with it? What are things that we can think about that are existing that we could think about from a different lens? And I really do think it’s about. Thinking in a world where I think a lot of us are still working remote or hybrid and we don’t have that sales floor, we don’t have our manager sit in two seats down. Product is not, you know, on the second floor, how do we create a situation where we can create a digital office or digital network where we’re able to have whatever content or information or what have you. ’cause we all know you can pretty much put darn near everything into a Highspot. How do we make it so that. It takes it off the paper. And how can AI help us with that? RR: Well, I really enjoyed that vision. I think you’re thinking about it from like every angle. I think you and the team are obviously doing some really cool things with Highspot so far that I feel like I haven’t heard from too many of our customers. You’re creating a really wonderful digital office, and so I can’t wait to see kind of how it evolves and gets more connected over time as you bring more things in. I would like to maybe, you know, we talked a little bit about the future and we jumped ahead. Maybe walk back a little bit into the past because. You know, you’re still early in your journey, like you said, but we’ve heard some really great things from your account team so far. For instance, after launching Highspot, you had it just one week. You had already driven 83% adoption. So I’d love to know, and I’m sure our listeners would love to know too, how did you do that? How did you drive such early adoption? How did you get reps excited? I know you touched on it a little bit, but if you have maybe like a, a step by step or anything for us. KC: So I will be completely honest that this is not my first rodeo. I actually, in working at Criteo, which is another ad tech company, I started off in sales there. I was an account strategist and we were working with large books of business and we were working with complex software that was constantly evolving and. Again, tale as old as time. Oh, this deck is outta date. God, you know, it’s, it’s that same thing, and I worked my way up into creating a head of enablement role for the idea that the same premise I began with is we need to declutter. We need to lean in technology that doesn’t duplicate, that uns silos and provides that layer of education, provides the clarity of the message and provides the trust in what you are sharing is accurate up to date and you feel confident in doing it. And so I rolled it out there. I think we had like 1200. People using it at that space that included more than sales. ’cause I will say I don’t see this as just a sales enablement platform. This is a unified space for a business. As I said, the adoption goes beyond the salespeople using it. It goes into the business. Aligning and using this as a single source of truth for how people are going to be approached with information or finance answers. And so that started there as well. And then, uh, my most recent company I work with was a company called Tulip. They are into another services software, and they had the same, it’s the same issue. It was a very complex product that was very niche for each customer, and it was a little wild west in terms of what content was being built. It wasn’t that it was wrong, it was just how are we learning from it? What if so-and-so’s got a deck that’s killing it and we’re not using it? And so being able to come to them and say, let’s create this as a collaborative space versus let’s, you know, it was a much smaller organization, so less of like wrangling the cats and more of like, let’s learn from each other and let’s, then that’s where the digital sales rooms really became key because there was so much information provided. How do you keep tabs on that? And again, here at Kevel it was, we’ve got a lot out there we’re, it was kind of a combination of the two actually. We’re a very niche platform that is wonderful in the fact that it’s flexible and allows the customer to do a thousand different things to solve for their problem, but that also means there’s a thousand different things you need to understand. So how do we get our hands around the thing and how do we learn from each other because we’re a smaller group. And so I think both from a background of sales. From a background of learning, those were the situations very different in terms of what we were going against. But at the end of the day, it really came down to that value prop is what keeps you up at night. And I know it sounds really simple, but I will constantly lean into that. It’s hard to do at scale, but I think you can find a couple of things, particularly looking at the larger business working at Criteo. It’s not different. How much money is in your bank, how, how, you know big your business is. We’re all going to try to service the same customers and we’re probably all struggling with similar things. So what can I do for you? That’s primarily been, and it’s, it’s, it’s a lot of upfront work, but once you get ’em, you get ’em and they believe in it, and then they become your champions. You’ve got a product that’s there for life. RR: Yeah. Well, thank you for breaking that down for us. I think, you know, sometimes with problems like these, it’s like this is such a big issue. I have no idea how I can even wrap my head around it. But just having that, what am I dealing with? Why is it an issue? Where do I wanna go? And just being able to walk through that kind of thought experiment is so helpful. KC: And don’t do it alone. Get that champion. I’m a one woman team and I have a kid, and she’s, she’s needy, so don’t do it alone. Find those champions, find those people that you know are trusted in their internal teams and have them be boots on the ground. RR: Absolutely. Aside from, you know, one week immediate, it feels like success for you guys. I’d love to know, since implementing Highspot, what. Business results have you seen, do you have any wins that you could share or accomplishments that you’re particularly proud of? KC: Yeah, our sales cycles are a little long, so it’ll be a little bit before we actually see kind of attributed revenue to things. But what I can see in looking at the data is I am seeing that people are engaging with multiple pieces of content that has never been engaged with before. We’re learning a lot from it. Primarily, I’ll say, being able to see the information from certain digital sales rooms of what customers are engaging with. And so we’re looking at those, not just the view through rates, but the multiple times viewing and the downloading. It’s giving us the ability to move faster in terms of, okay, they’re at stage one. This is what was impactful at stage one, everybody. Stage one. Let’s use these pieces of content to have these conversation. Okay, stage two, these are really helpful here and. Perfect for emea. I think without being able to present numbers quite yet, I can physically see these sales teams collaborating more and understanding what’s impactful at each stage to each customer to be able to. Streamline their conversations a little bit better to be able to have a little more outcome focused or feature focused ways of what’s important to them right now and what kind of collateral do they want to ingest at this point in the sales cycle. And I think ultimately my prediction is that this is going to help expedite the time to close of sale is because we’re going to get smarter about who cares about what. How they want to see that information. And then from there, being able to lean more into what actually moves along to a sale. Additionally, we’re from at least an internal standpoint, we’re seeing the engagement by the teams in terms of the content and how often they’re logging in. And we’ve seen a 25% increase in time spent in Highspot month over month. At this point. We know that there will be business results. But we know it’s not just about that. So we’re working our way there, but at the same time, while people are adopting it and we’re seeing that, we’re also still able to get those little learning insights that are going to help drive the business in incremental ways. And that’s been incredibly helpful to show to leadership as well, to be able to show them that they’re using the tool, customers are engaging in the tool, and we’re able to get that intel and be able to have these more fruitful conversations. And we’ll start seeing the benefits of this. The more we engage, the more we sound, the more we we dig in. RR: Well, I’m really glad to hear that you’re seeing those early wins that will over time compound into some of those things that you’re looking for, and you’re seeing those successes that you can take back and be like, look, we’re doing what we want to. It just takes a little time to build there, so we’ll have to check back with you down the line and see how things are going. I’ve just got one last question for you, which is that I’d love to know if you could share the biggest piece of advice you would have. For other marketing leaders who are looking to improve GTM efficiency and maybe find those hacky solutions for it. KC: Again, I’m not gonna blow your minds with this, but I think a lot of us tend to not engage with people so much as more as we used to when we were in offices, and I found that. People are most often, I mean, we’re always willing to talk about ourselves, right? And we most often will go to the negative of things that we are struggling with. And it really was sitting down with these either key stakeholders or these who I consider the sales team my customers. It’s really sitting down and having conversations with them. RR: Amazing. Well, I think, you know, you said it’s not mind blowing advice, but I think sometimes that’s what you need. You need the reminder that these are the things that work. Do them. Yeah. So I think that’s fantastic advice to close with. I have to say thank you so much for joining us. It has been such a pleasure to chat with you. Thank you. To our audience, thank you for listening to this episode of the Win-Win podcast. Be sure to tune in next time for more insights on how you can maximize anything that success with Highspot.

Most founders don't need venture capital — they just need the truth about their options. In this episode, Greg Head, Founder of Practical Founders and Gregslist, shares why most founders don't need to follow the venture capital path to succeed —and how alternative strategies often lead to better outcomes. Greg draws on three decades of software industry experience and his deep network of over 500 founders and investors to challenge the funding-first mindset. Specifically, Greg shares:00:00 Introduction03:30 Founders should not take VC funding without knowing the risks.12:00 Startups were once wild bets — now many founders misread VC expectations.20:06 Software is cheaper now, so VC isn't needed to launch or grow.25:09 Investors outside Silicon Valley fund traction, not ideas.30:09 Practical companies grow with healthier habits and true independence.35:36 Seven paths to success start with building a profitable company.40:57 PE firms are buying revenue for faster IPO leverage.47:29 Every founder can win in their own way with the path that fits them best.50:16 Founders used to raise millions without taking any money off the table.59:19 Product-market fit requires focus on the right segment and solution.Resources Mentioned:Greg Headhttps://www.linkedin.com/in/gregheadaz/Practical Founders | LinkedInhttps://www.linkedin.com/company/practical-founders/Practical Founders | Websitehttps://practicalfounders.com/Gregslist | LinkedInhttps://www.linkedin.com/company/gregslist/Gregslist | Websitehttps://gregslist.com/Practical Founders' Ebook – “The 7 Success Paths for Practical Founders”https://practicalfounders.com/7-success-paths-to-win-the-startup-end-game/This episode is brought to you by:Leverage community-led growth to skyrocket your business. From Grassroots to Greatness by author Lloyed Lobo will help you master 13 game-changing rules from some of the most iconic brands in the world — like Apple, Atlassian, CrossFit, Harley-Davidson, HubSpot, Red Bull and many more — to attract superfans of your own that will propel you to new heights. Grab your copy today at FromGrassrootsToGreatness.com.Each year the U.S. and Canadian governments provide more than $20 billion in R&D tax credits and innovation incentives to fund businesses. But the application process is cumbersome, prone to costly audits, and receiving the money can take as long as 16 months. Boast automates this process, enabling companies to get more money faster without the paperwork and audit risk. We don't get paid until you do! Find out if you qualify today at https://Boast.AI.Launch Academy is one of the top global tech hubs for international entrepreneurs and a designated organization for Canada's Startup Visa. Since 2012, Launch has worked with more than 6,000 entrepreneurs from over 100 countries, of which 300 have grown their startups to seed and Series A stage and raised over $2 billion in funding. To learn more about Launch's programs or the Canadian Startup Visa, visit https://LaunchAcademy.ca.Content Allies helps B2B companies build revenue-generating podcasts. We recommend them to any B2B company that is looking to launch or streamline its podcast production. Learn more at https://contentallies.com.#Bootstrapping #SaaSFounders #StartupGrowth #Product #Marketing #Innovation #StartUp #GenerativeAI #AI

It's Roop's favorite time of year—HubSpot's INBOUND marketing conference is here! This year, the event moves from Boston to San Francisco, but the awesomeness remains the same. On this week's episode of Little Talks, the gang shares some favorite INBOUND memories and the sessions they're most excited about for 2025.AI and new HubSpot platform announcements are set to take center stage again, but INBOUND isn't just about the technical updates. Every year, Roop comes back buzzing with fresh ideas from inspirational speakers like Jay Schwedelson and Neil Patel, along with sessions covering B2B marketing hacks, email tactics, content strategies, and more.This year's main stage will also feature some unexpected names, like Sean Evans from Hot Ones and Amy Poehler from SNL. How do they fit into a marketing conference? Roop and Claudia will report back! Plus, Anthropic CEO Dario Amodei is sure to deliver fascinating insights on the intersection of AI and marketing.So grab your Rice-A-Roni and meet us by the Bay as we preview Roop and Claudia's pilgrimage to San Francisco and all things INBOUND 25!—Roop, Claudia, Sam, and ChelseaTell us what you think!

In this episode of the RevOps Hero Podcast, host Chris Strom is joined by ClearPivot teammate Andrew Chao Daongam to break down what companies need to know before, during, and after onboarding with HubSpot.With over 80 successful onboardings under his belt, Andrew shares practical insights on:✅ The 3 main types of HubSpot onboarding projects✅ Setting realistic expectations for guided onboarding✅ The most common goals—and common mistakes—for Sales, Marketing, and Service Hub onboardings✅ Why your internal process mapping must come before system configuration✅ How to avoid deliverability disasters in email marketing✅ What to plan before you buy HubSpot to get quicker winsWhether you're migrating from another CRM, building your first RevOps stack, or adding HubSpot into an existing system, this episode is full of tactical guidance to help your team succeed from day one.

On this episode of Unlimited Capital, Richard McGirr interviews Danny Gould about building a truly LP-first fund-of-funds: retail SPVs for diversified access paired with an institutional “capital desk” that connects standout sponsors with family offices. Danny traces his path from leading a top Silicon Valley real estate team to co-managing a $300M hospitality portfolio, then pivoting to a FoF model that solves investor problems first—income targets, depreciation needs, and risk profile—before picking deals. He breaks down avatar-driven marketing (Stanford execs, physicians, senior sales pros) and why family offices require a long-game relationship approach. They wrap with how he's using HubSpot now—and AI soon—to scale high-touch nurturing without losing authenticity. Danny Gould Current role: CEO at Gould Capital Based in: Silicon Valley, CA. Say hi to them at: LinkedIn | Youtube Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Hey CX Nation,In this week's episode of The CXChronicles Podcast #263, we welcomed Maxime Marchand, Senior Director of Product Management at GoTo based in Montreal, Quebec, Canada. As the leader in cloud communications and IT, GoTo addresses real-world challenges with practical innovations and a customer-first mindset. They offer secure, reliable, and AI-enabled solutions that are simple to adopt for small and midsize businesses and scalable to enterprises worldwide. Customers around the world rely on our products—GoTo Connect, LogMeIn Rescue, LogMeIn Resolve, GoTo Webinar, Grasshopper, and more—for consistent high performance and unbeatable uptime on any device.In this episode, Maxime and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that his team at GoTo think through on a daily basis to build world class customer experiences.**Episode #263 Highlight Reel:**1. Organizational alignment through product management  2. The journey from engineer to CX leader  3. How speed, alignment & focus create growth opportunities 4. One-stop platform for managing customer communications 5. Constant customer listening to drive growth Click here to learn more about Maxime MarchandClick here to learn more about GoToHuge thanks to Max for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content,  strategic partners (Hubspot, Intercom, & Zendesk) & On-Demand services & invite them to join the CX Nation!Want to see how your customer experience stacks up to others, ask us about the CXC Healthzone, an intelligence platform that shares benchmarks & insights from companies across the world. Huge thanks for being apart of the "CX Nation" and helping customer focused business leaders across the world make happiness a habit!Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

Only 1% of HubSpot's 6,500+ partners ever reach elite status. So what do the top 1% do differently?Brendan Walsh built his agency into that exclusive group, but the path had its challenges. He went 7 months without paying himself during a cash crunch and learned when to say no to clients - and crucially, when it's too early to start saying no.In this first-ever Belkins episode recorded LIVE, Michael and Brendan sit face to face to go through the hardest lessons, biggest mistakes, and key decisions that turned Mole Street into a successful consultancy.They dig into what it really takes to build lasting partnerships - both in business and with co-founders - and the expensive lessons most founders learn the hard way.What we cover:

Brian Balfour is the founder of Reforge, the former VP of Growth at HubSpot, and a student (and teacher) of product growth. Brian has studied every major platform shift—from Facebook to Apple to Google—and he's spotted a pattern that's about to repeat with ChatGPT.In this conversation, you'll learn:1. The 4-step cycle every platform follows (and why ChatGPT just entered step 2)2. Why ChatGPT's platform launch could be bigger than Facebook's early platform3. The exact signals that ChatGPT will launch a third-party platform within six months4. Why you have six months (not years) to make your platform bet5. Why companies that don't integrate with ChatGPT will lose to competitors that do6. How Zynga grew to $1B by betting on Facebook's platform early (before it was obvious)7. Why so few companies are actually doing what they need to be doing right now—Brought to you by:DX—The developer intelligence platform designed by leading researchers: http://getdx.com/lennyBasecamp—The famously straightforward project management system from 37signals: https://www.basecamp.com/lennyMiro—A collaborative visual platform where your best work comes to life: https://miro.com/lenny—Transcript: https://www.lennysnewsletter.com/p/why-chatgpt-will-be-the-next-big-growth-channel-brian-balfour—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/170294620/my-biggest-takeaways-from-this-conversation—Where to find Brian Balfour:• X: https://twitter.com/bbalfour• LinkedIn: https://www.linkedin.com/in/bbalfour/• Website: https://brianbalfour.com/• Substack: https://blog.brianbalfour.com/• Podcast: https://www.reforge.com/podcast/unsolicited-feedback—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Welcome back, Brian!(04:13) The changing landscape of product growth(05:09) The importance of distribution(08:14) The role of new distribution platforms(09:45) The four-step cycle of distribution platforms(17:38) Examples of platform cycles(30:01) The rise of ChatGPT(44:47) The future of AI agents(46:01) Preferred partners and platform credibility(47:18) Monetization mechanisms and free tiers(48:14) Betting strategies for startups(01:04:34) Adopting AI tools: challenges and strategies(01:08:41) The importance of hard constraints(01:14:23) Effective AI adoption in companies(01:19:05) Lightning round and final thoughts—Referenced:• The Next Great Distribution Shift: https://blog.brianbalfour.com/p/the-next-great-distribution-shift• Brian Balfour: 10 lessons on career, growth, and life: https://www.lennysnewsletter.com/p/brian-balfour-10-lessons-on-career• This Week #9: Breaking into growth, leading with influence, and (not) stepping on toes: https://www.lennysnewsletter.com/p/this-week-9-breaking-into-growth• Distribution vs. Innovation: https://a16z.com/distribution-vs-innovation/• On Platform Shifts and AI: https://caseyaccidental.com/on-platform-shifts-and-ai/• How to sell your ideas and rise within your company | Casey Winters, Eventbrite: https://www.lennysnewsletter.com/p/how-to-sell-your-ideas-and-rise-within• Thinking beyond frameworks | Casey Winters (Pinterest, Eventbrite, Airbnb, Tinder, Canva, Reddit, Grubhub): https://www.lennysnewsletter.com/p/thinking-beyond-frameworks-casey• ChatGPT: https://chatgpt.com/• Claude: https://claude.ai/• Gemini: https://gemini.google.com/• Vine: https://en.wikipedia.org/wiki/Vine_(service)• Periscope: https://en.wikipedia.org/wiki/Periscope_(service)• Myspace: https://en.wikipedia.org/wiki/Myspace• Friendster: https://en.wikipedia.org/wiki/Friendster• AltaVista: https://en.wikipedia.org/wiki/AltaVista• Lycos: https://www.lycos.com/• HubSpot: https://www.hubspot.com/• Zynga: https://www.zynga.com/• TBPN: https://www.tbpn.com/• Deedy Das on LinkedIn: https://www.linkedin.com/in/debarghyadas/• ChatGPT's product retention curves are a product manager's wet dream: https://www.linkedin.com/posts/debarghyadas_chatgpts-product-retention-curves-are-a-activity-7338384752393035776-ice1/• Windsurf: https://windsurf.com/• Building a magical AI code editor used by over 1 million developers in four months: The untold story of Windsurf | Varun Mohan (co-founder and CEO): https://www.lennysnewsletter.com/p/the-untold-story-of-windsurf-varun-mohan• Anthropic's CPO on what comes next | Mike Krieger (co-founder of Instagram): https://www.lennysnewsletter.com/p/anthropics-cpo-heres-what-comes-next• Udemy: https://www.udemy.com/• Cursor: https://cursor.com/• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• Notion: https://www.notion.com/• Airtable: https://www.airtable.com/• Monday: monday.com• Sierra: http://sierra.ai• He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor on the future of careers, coding, agents, and more: https://www.lennysnewsletter.com/p/he-saved-openai-bret-taylor• Introducing ChatGPT agent: bridging research and action: https://openai.com/index/introducing-chatgpt-agent/• Zigging vs. zagging: How HubSpot built a $30B company | Dharmesh Shah (co-founder/CTO): https://www.lennysnewsletter.com/p/lessons-from-30-years-of-building• Marc Andreessen on Why Optimism Is the Safest Bet: https://nymag.com/marc-andressen-2014-10-20/• Reforge: https://www.reforge.com• Reforge Insights: https://www.reforge.com/insights• Shopify: https://www.shopify.com/• 25 proven tactics to accelerate AI adoption at your company: https://www.lennysnewsletter.com/p/25-proven-tactics-to-accelerate-ai• Clouded Judgement: https://cloudedjudgement.substack.com/• NFX: https://www.nfx.com/news• James Currier: https://www.nfx.com/team/james-currier• Hallway Chat: https://www.hallwaychat.co/• Bryan Johnson on LinkedIn: https://www.linkedin.com/in/bryanrjohnson/• Silicon Valley on HBO: https://www.hbomax.com/shows/silicon-valley/b4583939-e39f-4b5c-822d-5b6cc186172d• Stick: https://tv.apple.com/us/show/stick/umc.cmc.52w04zy67tiv11p8xvbc57wmc• Ergonofis standing desks: https://ergonofis.com/en-us/collections/standing-desks• Coping with the loss of a child and protecting your time | Brian Balfour (father of 2, CEO and founder Reforge, venture partner): https://www.startupdadpod.com/coping-with-the-loss-of-a-child-and-protecting-your-time-brian-balfour-father-of-2-ceo-and-found/—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

After three to four follow-up emails, you start feeling like you're just an annoying fly to your prospects. Honestly, you're probably just buzzing their inboxes, especially if you're only sending simple "just checking in" messages. In this episode, I'll show you how to send follow-up emails that actually grab your prospects' attention.Quick StatHere's an interesting stat: It takes six to twelve interactions for prospects to respond and follow through on closing a deal. This doesn't mean you have to send six to twelve cold calls or follow-up emails. You should probably stop sending those generic follow-up emails—they don't work. The act of reconnecting with a prospect is following up, so you don't have to tell them what you're doing.Use the MEDDIC Sales MethodologyGo back to your discovery call or your initial conversation to remember why your prospect needed a change in their business. When you talk to them again or send them a message, try something like this: "You mentioned you were using a product that wasn't working. Here's how my solution can help you."Check out episode 1923, and I share more details about the MEDDIC sales methodology. Other Ways to Follow UpInstead of writing a regular follow-up email, consider using data or information that isn't directly tied to the deal you're trying to close. I tell a story of how I did this with an old prospect on a social media platform.Also, try to use more than one method of communication—this will help you stay in touch with them. I'll offer some creative ways to follow up on social media.Always bring something to the table that will help the prospect or identify an issue they may be having in their company. No matter what platform you're using, this will help with engagement from them.“The fact that you reach out to them is following up. They are going to remember you, and you don't have to tell them what you're doing.” — Donald C. Kelly.ResourcesIf you like more guidance with improving your sales skills, join my Sales Mastermind Class.Thinking about starting a podcast yourself? Learn more about BlueMango Studios. Sponsorship OffersThis episode is brought to you in part by Hubspot.With HubSpot sales hubs, your data tools and teams join a single platform to close deals and turn prospects into pipelines. Try it for yourself at hubspot.com/sales.2. This episode is brought to you in part by LinkedIn.Are you tired of prospective clients not responding to your emails? Sign up for a free 60-day trial of LinkedIn Sales Navigator at linkedin.com/tse.3. This episode is brought to you in part by the TSE Sales Foundation.Improve your connection on LinkedIn and land three or five appointments with our LinkedIn prospecting course. Go to the salesevangelist.com/linkedin.CreditsAs one of our podcast listeners, we value your opinion and always want to improve the quality of our show. Complete our two-minute survey here:

Big news in the tech and marketing world this week. AI search leader Perplexity stunned the industry with a $34 billion offer to buy Google Chrome. Is this just a headline-grabbing PR stunt… or could it actually give Google a way out of its ongoing antitrust mess? Meanwhile, OpenAI is scrambling to turn lemons into lemonade after the botched ChatGPT-5 launch. Did they completely miss the mark with their audience, or has their technology hit a temporary wall — giving Google, Anthropic, X, and others a window to catch up? Over on YouTube, creators who target children are sounding alarms over the platform's new age verification and machine learning plan, which goes into effect this week. Many fear it could hurt discoverability and revenue. Marketing Winners this week include Marketing AI Institute and the sweet, unexpected Oreos/Reese's mashup. Rants and Raves feature the surprisingly catchy Hampton Jitney Bus Song and a look at the Wall Street Journal/McKinsey partnership. ----- This week's sponsor: You don't become the world's most valuable women's sports franchise by accident. Angel City Football Club did it with a little help from HubSpot. When they started, data was housed across multiple systems. HubSpot unified their website, email marketing, and fan experience in one platform. This allowed their small team of three to build an entire website in just three days. The results? Nearly 350 new sign-ups a week and 300% database growth in just two years. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Liked this show? SUBSCRIBE to this podcast on Spotify, Apple, Google and more. Catch past episodes and show notes at ThisOldMarketing.com. Catch and subscribe to our NEW show on YouTube. NOTE: You can get captions there. Subscribe to Joe's Newsletter at https://www.joepulizzi.com/signup/. Subscribe to Robert's Newsletter at https://seventhbearlens.substack.com/ This Old Marketing is part of the HubSpot Podcast Network: https://www.hubspot.com/podcastnetwork

This Podcast Is Episode 641, And It's About A Week In The Life Of A Profitable Contractor- Habits That Pay Off If you're a small construction business owner, you know what it feels like to be busy but not consistently profitable. You're running from job sites to supply runs to client meetings, answering calls at night, and still wondering where the money went at the end of the month. Here's the truth we see every day as construction bookkeeping specialists: The most successful contractors aren't just working harder—they've built weekly habits and systems that keep the business running while they build. In this post, we'll show you what a streamlined, systemized week looks like in a small construction business. Whether you're a solo contractor or leading a small crew, these routines can help you stay organized, improve your cash flow, and protect your profit. Why Weekly Habits Matter in Construction When you build consistency into your week, everything improves: You stop forgetting to invoice or follow up You get paid faster Jobs stay on schedule Clients feel informed (and complain less) You catch issues before they become emergencies The goal isn't to overload your week—it's to create a rhythm that keeps your business stable and growing, without requiring you to do everything at the last minute. Monday: Plan the Work, Work the Plan Morning – Weekly Kickoff Start your week with a short job planning session. Whether you're solo or managing a team, ask: What jobs are active this week? What phase is each job in? What materials, subs, or permits are needed? What deadlines are coming up? Use a whiteboard, spreadsheet, or project management tool (like Buildertrend or Trello). Assign daily goals to each job to ensure that nothing falls behind. Afternoon – Estimate & Lead Follow-Up Block off time to follow up on: New leads that came in over the weekend Outstanding estimates Questions from potential clients Even 30–60 minutes of focused follow-up keeps your pipeline warm and prevents "ghosted" leads. Pro tip: Utilize email templates for follow-ups and store lead information in a centralized location, such as a Google Sheet or CRM. Tuesday: Tidy the Books & Track Job Costs Morning – Track Labor & Materials Take 30–60 minutes to: Log hours worked so far (your crew's and yours) Review any receipts from the job site Match expenses to job names This provides a real-time view of how each job is performing against budget, enabling you to address issues before they escalate. Afternoon – Vendor Check-Ins Call or check with your suppliers: Confirm deliveries Handle any backorders Pay invoices on time (if possible to avoid late fees) Building good vendor relationships keeps your jobs on track and your business in good standing. Bookkeeper's tip: If you send us your receipts and labor updates every week, we can update the job cost reports and alert you if anything appears to be incorrect. Wednesday: Build and Communicate All Day – Focus on Production Mid-week is often when contractors are on-site all day. But don't go silent on your clients or back office. End of Day – Client Touchpoints Send a quick project update to each active client: What was completed today or this week? What's scheduled next? Are there any delays or updates they should be aware of? A 2-minute message can prevent hours of frustration or confusion. Systematize it: Use a weekly client update template or a shared project board where clients can check their progress. Thursday: Invoice, Collect, and Prepare for the Weekend Morning – Invoicing & Payments Every Thursday, review: What milestones were completed this week? What invoices should go out today? What payments are overdue? Send invoices promptly—don't wait until the end of the month. Progress billing maintains a healthy cash flow and reduces the risk of late payments. Afternoon – Financial Catch-Up Take another 30 minutes to: Send payment reminders Record payments received Pay subs (if applicable) Review your upcoming expenses Automation tip: Utilize QuickBooks, Joist, or another invoicing tool that automatically sends reminders. Friday: Review & Reflect Morning – Job Wrap-Up or Prep Use Friday mornings to: Finalize the week's job work Clean up job sites Prepare materials or tools for Monday Afternoon – Weekly Financial Review Block 30 minutes to review: Profit & Loss report Cash on hand vs upcoming bills Job profitability (are we still on budget?) Even a basic check-in provides insight into how your business is performing, not just how you perceive it's doing. What to ask your bookkeeper: Are we on budget for our active jobs? Did we hit our revenue and profit targets this week? Any unusual spending patterns? Weekend: Rest & Reset (Or Catch Up, Smartly) Use the weekend to rest—or if you need to catch up, keep it light: Review new lead inquiries Clean up receipts or paperwork Organize tools or truck inventory Try not to overload your Saturdays. You're running a business, not burning yourself out. Set boundaries: Let clients know you're unavailable on Sundays unless it's an emergency. Protect your peace. Recap: Weekly Rhythm for a Profitable Contractor Day Primary Focus Monday: Job planning & lead follow-up Tuesday: Job costs, receipts, vendor check-ins Wednesday: On-site work & client updates Thursday: Invoicing, collections, and financial review Friday: Job wrap-up, P&L check, planning Weekend: Light admin or complete rest This weekly flow doesn't have to be perfect. The point is to build structure into your week so you're not always reacting—you're leading. Why This Works When contractors follow a simple weekly routine: Jobs run smoother Clients are happier You get paid faster You make decisions based on facts, not gut feelings You work fewer nights and weekends You don't need to be a spreadsheet wizard or tech genius. You need systems that fit your workflow and a few key habits to stay consistent. And if you need help setting that up, that's where I come in. Need Help Building a Weekly System That Works? As construction bookkeeping specialists, we help small contractors: Automate financial tasks Track job costs easily Set up smart invoicing and reminders Build habits that protect profit Let's chat and streamline your week, so you can get back to building what you love. About The Author: Norhalma Verzosa is a Certified Construction Marketing Professional and serves as the Web Administrator of Fast Easy Accounting, located in Lynnwood, WA. She holds a Bachelor's Degree in Psychology and is a Certified Internet Web Professional, with certifications in Site Development Associate, Google AdWords Search Advertising, and HubSpot Academy. She manages the entire web presence of Fast Easy Accounting using a variety of SaaS tools, including HubSpot, Teachable, Shopify, and WordPress.

What if your association could turn learning into its most powerful retention tool? In today's digital age, members expect engaging, flexible education that fits their schedules. In this episode, guest host Steven LaGow joins Jen Rosney of LearnUpon and Guillaume Delloue of HubSpot to discuss how integrated learning and engagement strategies help associations boost member value, retention, and revenue growth through connected, personalized educational experiences. Join the conversation! Help improve association learning by sharing your experience in our quick Member Strategy Survey here: https://www.surveymonkey.com/r/95H3GKZ This podcast is brought to you by Americaneagle.com Studios. Follow this podcast wherever you listen to them! Connect with: Lessons for Tomorrow: Website // Twitter // Instagram // Facebook // YouTube Tim Ahlenius: LinkedIn // Twitter Steven LaGow: LinkedIn Jen Rosney: LinkedIn Guillaume Delloue: LinkedIn Resources: HubSpot | LearnUpon

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you stuck chasing new clients while ignoring the goldmine in your past customer list? Does your agency feast on projects but starve for predictable revenue? Today's featured guest knows what it's like to hit a growth ceiling and being tired of the one-and-done client hamster wheel. He shares how he pivoted his agency after becoming a HubSpot partner, why he turned to project-based work after customer habits changed following the pandemic, and how he got out of the dreaded “no man's land”. Eric Baum is the CEO and founder of Bluleadz, a HubSpot Onboarding and Implementation Agency dedicated to transforming the way companies market, sell, and service their customers through the power of the HubSpot platform. He'll discuss his cash flow challenges, pricing mistakes that almost tanked the business, and how EOS helped him escape “no man's land.” If you're stuck in the fulfillment hamster wheel or scaling past $5M feels like pushing a boulder uphill... listen up. In this episode, we'll discuss: Reinventing his agency as a HubSpot partner. The real scaling struggle: cash flow. Why project-based doesn't mean profitless. Strategic partnerships are the future. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Accidental Founder, Intentional CEO Back in the Yellow Pages era, Eric was running two service-based franchises and needed a better way to market them. He brought marketing in-house for PPC, SEO, web dev, and that hire didn't just turn things around. It turned into a new business. Fast-forward a few months, and other franchise owners across the country started asking for help. Eric spun that in-house team into an agency, and had 50 clients out of the gate. As many owners before have admitted to, Eric started out charging way too low—$250 to $500/month. “I don't know how I didn't go broke right out of the gate,” he laughs. And if you've ever undercharged in the early days, you'll feel that one deep in your soul. Reinventing the Agency (and Himself) Around HubSpot The turning point came when Eric discovered HubSpot and pivoted Bluleadz to become a certified partner. That's when the “real” agency began, as he started to study the industry and figure out what he had to do to be profitable, take care of his team, and do it without necessarily doing all the sales work all the time. From there, Eric leaned into strategy, profitability, and systems. He stopped trying to be the everything guy and started building an agency that didn't need him in the trenches every day. Fifteen years later, his agency isn't just thriving. It's structured, profitable, and on track to hit 8 figures. Life in “No Man's Land” – The $1M to $5M Plateau After fifteen years in the industry and getting closer to the eight-figure mark, one of the things that most surprised Eric was getting stuck in the ugly middle: the zone between $1M and $5M where a lot of agency dreams go to die. Many call it “no man's land,” and if you've been there, you know the pain. “It was up, down, up, down,” he says. “I'd grow, then lose key employees. Revenue would spike, then tank. I kept asking, ‘What am I doing wrong?'” The answer: a lack of structure. So about nine years ago, Eric implemented EOS (Entrepreneurial Operating System). That gave his agency the foundation it needed—vision, accountability, and a cadence to scale. It didn't fix everything overnight, but it got the business out of reaction mode and into growth mode. The Real Scaling Struggle: Cash Flow Even with all that success, Eric's biggest constraint today isn't clients or talent. It's cash. In the agency world, sometimes you can grow so fast that you can actually outpace your ability to fund it. As Eric explains, “Receivables stack up. You can't hire, build, or invest without the cash reserves in place to hit the down terms.” For instance, just this year his agency was down 20% compared to last year because of all the uncertainty for businesses. Sound familiar? So far, Eric's solution has been airtight payment terms. They moved away from waiting on client deliverables and toward milestone-based billing. They typically charge: 50% upfront 25% after month one 25% at month two or fixed date Not based on deliverables. Based on time. Why? Because waiting on clients kills momentum (and your margin). “We used to wait months to get that final 50%. Now we're often 100% paid before a project is even done.” Moral of the story? Set clear terms and stop letting clients hold your agency hostage. Project-Based Doesn't Mean Profitless If You Structure It Right Five years ago, 85% of Bluleadz's revenue came from retainers. Then COVID hit. Buying behavior shifted fast. Clients wanted results without long-term commitments. So Eric pivoted hard into project work—today, 80–85% of their revenue comes from one-off HubSpot onboarding and implementation projects. That means 50–75 new customers per month, each on 30 to 90-day timelines. The lesson: project-based doesn't have to mean chaos - if you systemize delivery and payment. However, Eric does admit he and his team had been failing to recapture clients for a second or third project. “We were just focused on getting new clients through the door.” Instead of nurturing clients post-delivery, they handed off the project and moved on. Meanwhile, past clients drifted—only to come back a year or two later in total chaos saying, “We lost our HubSpot guy. Can you help?” The opportunity cost was massive. They are currently working on recapturing these relationships. By reselling past clients, his agency could double or triple revenue in a year. The Triple-Team Model: Sales, CSM, Implementation In their efforts to start creating more lifetime value for customers, Eric's agency introduced Customer Success Managers (CSMs)—not just to check in, but to hunt for value. CSMs dig into each client's needs post-project, surface upsell or cross-sell opportunities, and feed them back to the sales team. Now they're farming the base, increasing LTV, and stacking wins without chasing cold leads. This third new role adds a new layer to his team's structure, which he now breaks down as: Salespeople close net-new deals and join key milestone calls.           Implementation Specialists own delivery and are the client's main point of contact. CSMs sit above delivery, watching for success gaps, retention issues, and upsell opportunities. “Salespeople are hunters, not farmers. Trying to make them farm didn't work. So we changed the model.” This layered structure gives clients clarity, keeps teams focused, and ensures no growth opportunity slips through the cracks. Strategic Partnerships Are the Future Another key reason Bluleadz is scaling so quickly is partnerships. They're one of HubSpot's top onboarding partners, and at one point this partnership drove most of his agency's net new leads. More recently, however, as they start to expand their efforts to engage past clients, only 40% of their leads come from HubSpot, while 30% comes from existing customers, and another 30% from their inbound marketing efforts, other strategic partners, and referrals. This makes for a more balanced pipeline: “Inbound, outbound, and strategic partnerships”. Those are the three pillars in the Playbook. You've got ‘em dialed in. As for Eric, he's all in on strategic partnerships, which he considers to be the way of the future. The One Thing Eric Would Do Differently If he could go back and give his younger self advice on agency ownership, Eric would say “Let go faster.” He held on too long to sales, finance, client services… all of it. And every time he finally let go, the agency grew again. Today, Eric has zero departmental responsibilities. His job is vision, strategy, and leadership—and it's paying off. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über neue Rekorde an der Wall Street, Trumps Goldman-Bashing, und Circle's freche Aktienverkäufe. Darüber hinaus geht es um 180 Life Sciences Corp, Alphabet, Coreweave, Rigetti Computing, Springer Nature, Patrizia, SAP, Hannover Rück, Confluent, Asana, Atlassian, Hubspot, Samsara, Gitlab, Mongo DB, Fastly, Adobe, Elastic, Twilio und Xtrackers FTSE Vietnam Swap ETF (WKN: DBX1AG), Xtrackers S&P Select Frontier Swap ETF (WKN: DBX1A9), MSCI EFM Africa Top 50 Capped Swap ETF (WKN: DBX0HX). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this episode of Grow a Small Business, host Troy Trewin interviews Robyn Djelassi, founder of Impact People Solutions. After a 25-year corporate HR career and a top role at Vinomofo, Robyn launched Impact People Solutions in 2022 to give growing Australian businesses access to top-tier people leadership without the full-time cost. Their flagship service, CPO Connect, embeds a fractional Chief People Officer into your business. Bootstrapped from day one, Robyn has grown the business from a solo consultancy into a cash-positive team of eight. This is a story of building a business on clarity, commerciality, and treating adults like adults. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Robyn, the hardest thing in growing a small business is time. Finding enough of it to get everything done, especially when you're wearing multiple hats as a founder. What's your favorite business book that has helped you the most? Robyn's favourite business book is Who Moved My Cheese by Spencer Johnson. Despite being an oldie, she finds it incredibly relevant and continues to refer to it even today. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? One of Robyn's go-to podcasts for professional development is How I Work by Amantha Imber. She appreciates Amantha's insights on productivity and building habits that stick. What tool or resource would you recommend to grow a small business? Robyn recommends using Microsoft To Do List as a simple yet powerful tool to manage daily tasks. Despite using more advanced tools like HubSpot, she finds this one still does the best job of helping her stay on track and productive. What advice would you give yourself on day one of starting out in business? If she could go back to day one of starting her business, Robyn would tell herself: “Be patient.” Success doesn't happen overnight, and learning to breathe and enjoy the journey is key. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Good people help good people. Kindness in business always comes back around – Robyn Djelassi You don't need funding to succeed. You need grit, trust, and a hell of a work ethic! – Robyn Djelassi Success is doing the work you love with people you respect, not just chasing numbers. – Robyn Djelassi      

Lead generation is a significant challenge for 61% ofmarketers, many of whom participate in public speaking, according to a study byCleverly and HubSpot. On average, speakers have approximately three seconds tocapture the attention of event planners.Market Size and Growth:The Canadian speakers' market is projected to reachUS$448.52 million by 2025 (Statista). Internationally, the professional speakermarket is expected to grow by USD 608.4 million at a 4.6% CAGR from 2024 to2029.Cam Beaudoin is the founder of The Frequent Speaker, abooking agency that assists mission-driven leaders with securing speakingengagements without the use of cold outreach or agents. Cam's clients includeTEDx speakers, entrepreneurs, coaches, and executives who seek opportunities toshare their messages with larger audiences. The agency focuses on positioning,timing, and understanding the requirements of decision-makers. Cam's teamhandles research, pitching, and logistics related to booking events. Withexperience in storytelling and insights into event planning, Cam supportsclients in developing speaking as a strategy for organizational growth.For more information:https://www.thefrequentspeaker.com/letshavethisconversationDiscover more: https://www.thefrequentspeaker.comLinkedIn: @CamBeaudoin

The boys are back (and better than ever) with a brand-new episode on what influencer marketing will look like soon (including AI). In this episode, they break down the new deal between ESPN and the NFL. Does this partnership signal new opportunities for brands and content marketing deals in the near future? YouTube announced that it will begin testing a new AI feature designed to estimate whether a user is a minor...regardless of the birthday listed on the account. Some creators fear it will hurt business, while others worry that large organizations and institutions will use the data in nefarious ways. Winners and losers include the future of influencer marketing, the Savannah Bananas, American Eagle, Sydney Sweeney, and Vogue. Rants and raves feature CMOs uncovering a new trend in influencer strategy—and Superman. ----- This week's links: ESPN to buy NFL Network How YouTube Age Verification Could Hurt the Creator Economy What MLB Can Learn from the Savannah Bananas? Mentions of Creator Economy on CMO Calls ----- This week's sponsor: You don't become the world's most valuable women's sports franchise by accident. Angel City Football Club did it with a little help from HubSpot. When they started, data was housed across multiple systems. HubSpot unified their website, email marketing, and fan experience in one platform. This allowed their small team of three to build an entire website in just three days. The results? Nearly 350 new sign-ups a week and 300% database growth in just two years. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Liked this show? SUBSCRIBE to this podcast on Spotify, Apple, Google and more. Catch past episodes and show notes at ThisOldMarketing.com. Catch and subscribe to our NEW show on YouTube. NOTE: You can get captions there. Subscribe to Joe Pulizzi's Orangeletter and get two free downloads direct from Joe. Subscribe to Robert Rose's newsletter at Seventh Bear.    

In this episode of The Friday Habit, Mark chats with Benjamin Johnson, serial tech co-founder and founder of Particle 41. With over two decades in software development, DevOps, and startup building, Ben shares hard-earned lessons on what it really takes to lead successful tech initiatives—from bootstrapping SaaS platforms to advising CEOs on digital strategy.They dig into the evolution of AI, the risk of overengineering, and how founders can use time-tested principles like quarterly planning, intentionality, and simplicity to build smarter—not harder. Plus, Ben explains how he turned 1,000+ unread LinkedIn messages into 10 real leads in 30 minutes using AI.If you're an entrepreneur, CTO, or creative leader navigating the tech landscape, this episode will challenge you to rethink complexity, lead with clarity, and focus on what truly matters.

This Podcast Is Episode 640, And It's About How To Build Systems That Support Your Construction Business Turning the 3 Pillars—Marketing, Accounting, and Production—Into Repeatable Routines(without adding more work) You've done the hard part—you're running a construction business, getting jobs, and turning out quality work. Perhaps you've even begun to refine your marketing, job costing, and project delivery strategies, thanks to the three pillars we've discussed: Attracting the Right Jobs, Controlling the Money, and Delivering Projects Profitably. But here's the next step that will take your business from reactive to reliable, from "just getting by" to scaling sustainably: You need systems. Not paperwork piles. Not more apps. Just smart, repeatable steps that make your business more efficient—even if you're still a one-person show. As construction bookkeeping specialists, we help contractors every day who are great at swinging hammers but are overwhelmed by admin. This post will show you how to build simple systems around your existing workflow, so you can run your business more smoothly, make better decisions, and free up your time. What Is a "System" Anyway? A system is simply a repeatable process that occurs consistently without requiring you to reinvent the wheel each time. It could be: A checklist An automation A template A recurring habit Or a combination of all of the above The goal is predictability—so your business can function smoothly whether you're at a job site or taking a day off (yes, that's allowed!). Why Small Construction Businesses Need Systems You might be thinking, "I'm not a big company—I don't need systems." But the truth is, you need them even more. Why? Because without systems: Every invoice is different Every client interaction takes extra effort You forgot to track your hours or materials You lose receipts or miss billing for change orders You're constantly reacting instead of planning The right systems save you time, reduce stress, and increase your profitability. And they don't have to be complicated. System #1: A Simple Lead-to-Job Process The Problem: You get an inquiry, scribble notes on paper, forget to follow up, or lose track of what was discussed. Sound familiar? The System: Create a basic lead intake form (Google Form, CRM tool, or paper checklist) Pre-qualify leads with a few standard questions: Project type, location, timeline, budget Save all client information in one place (e.g., Google Sheet, Notion, Trello). Use a standard estimate template so every quote includes: Scope Pricing Timeline Payment terms Send a welcome email template after a job is accepted (include next steps, policies, and what to expect) Bookkeeper's Tip: Keeping track of leads and estimates helps you compare projected vs. actual profits, so you can learn which jobs are truly worth your time. System #2: A Weekly Money Routine The Problem: You're too busy to check the books, so you don't know if you're making or losing money until tax time. The System: Set aside 30–60 minutes each week to review your finances: Reconcile transactions (or send to your bookkeeper) Check outstanding invoices Follow up on late payments Log hours worked and materials used (by job) Review your cash flow forecast for the next two weeks Even if you outsource the bookkeeping, your weekly check-in keeps you in control. Make it part of your Friday routine, just like packing up your tools. Bookkeeper's Tip: We can set up automated reports to send you a cash flow summary, job costing update, or overdue invoice list via email each week—no extra work on your end. System #3: Job Costing and Change Order Tracking The Problem: You think you're making money on jobs, but in the end, you can't say for sure, and you might've given away work for free. The System: Use a spreadsheet or job costing software (like QuickBooks Projects or Buildertrend) Track: Labor (hours × rate) Materials (receipts, delivery invoices) Subcontractors Permits, rentals, and other direct costs Add a simple change order log to each job file Description, date, price, status (pending/approved) Get approval before starting extra work   Bookkeeper's Tip: When you track jobs this way, we can help you compare estimated vs. actual costs and margins—so your future quotes get sharper and more profitable. System #4: Project Timeline & Client Communication The Problem: Clients get anxious when they don't hear from you, and scope creep happens when there's no clear plan. The System: Break each project into 3–5 major phases (demo, framing, finish work, etc.) Assign rough start/end dates Use a whiteboard, app, or calendar to stay on track Send weekly updates to clients (template email or quick text summary) "Here's what we completed this week… Here's what's next…" Bookkeeper's Tip: When jobs stay on schedule, you're more likely to invoice on time and get paid faster, which improves your cash flow. System #5: Receipts, Invoices, and Tax Readiness The Problem: You have a shoebox full of receipts and scramble to find documents when tax season rolls around. The System: Use a digital system like Dext, Hubdoc, or even a shared Dropbox folder Snap photos of receipts as you go—tag them with the project name Save estimates, signed contracts, and change orders in organized folders Send invoices promptly at milestones (use progress billing templates) Review reports monthly with your bookkeeper (Profit & Loss, Job Profitability, etc.) Bookkeeper's Tip: With clean books and digital records, tax time is painless—and you'll never miss a deduction. The Myth of "More Work" The biggest myth about systems is that they add more to your plate. In reality, they save you time and stress by preventing confusion, wasted effort, and missed revenue. Stop rewriting the same emails Stop digging for info buried in texts Stop guessing at prices or costs Stop forgetting to bill for work you did With systems in place, your business becomes predictable, profitable, and easier to manage—even as you grow. Ready to Systemize Your Construction Business? You don't have to figure this all out on your own. As construction bookkeeping specialists, we help small contractors establish and maintain systems that align with their workflow. Whether it's: Automating job costing Simplifying invoicing Organizing digital receipts Reviewing job margins Or building custom templates We'll help you take the guesswork out of your money—and give you back control of your time. Let's identify one or two areas in your business where a system could save you hours (and dollars) every week. You build homes. We'll help you build the business behind them. About The Author: Norhalma Verzosa is a Certified Construction Marketing Professional and serves as the Web Administrator of Fast Easy Accounting, located in Lynnwood, WA. She holds a Bachelor's Degree in Psychology and is a Certified Internet Web Professional, with certifications in Site Development Associate, Google AdWords Search Advertising, and HubSpot Academy. She manages the entire web presence of Fast Easy Accounting using a variety of SaaS tools, including HubSpot, Teachable, Shopify, and WordPress.

Show Notes: Will Bachman and Dina David, the facilitator for the Umbrex and Veritux Mastermind groups, discuss the program's basics. Mastermind groups are peer-structured programs for middle-seven to nine people, ideally eight, over a 10-month period. The program kicks off in September and wraps up in June, 2026. Applications are due August 15, and for those not yet members, independent consultants should join the community to access the opportunity. The Details on Mastermind Groups Dina explains that meetings take place monthly and are one hour sessions. The sessions take place online.They typically start with an introduction, a quick update on goals, and a check-in on progress. The majority of the session is dedicated to a deep dive into a specified topic, sharing practical ideas, best practices, and lessons learned. The session ends with a closing check-out, focusing on what was learned and what the group plans to do in the next month based on the conversations that have taken place. Dina also discusses the different formats of the groups, such as breakout groups, warm seats, guest speakers, and show and tells. Business Development and Online Presence Dina shares an example of how the program works and helped improve LinkedIn profiles. She also discusses the importance of deep dives into a website. The discussion revolves around firm overview documents, business development, and pricing strategies. It highlights the importance of having clear deliverables and testimonies to ensure that clients can remember their work. Business development is another key topic discussed, with examples of specific topics such as the fishing line, which helps consultants understand who they serve and what problems they solve. The group also discusses strategies for implementing comprehensive business development processes, such as using CRM systems like HubSpot. How to Improve Marketing Strategies Dina also touches on strategies for marketing, such as warm and cold outreach, and how to get people to respond to LinkedIn messages or emails. The group emphasizes that there is no one-size-fits-all solution, but learning from others' strategies can help consultants stay ahead in today's busy world. Sharing templates and examples has been helpful in addressing the overwhelming amount of information available online. Approaches to Pricing Price is another important topic discussed, with many groups discussing tier-based pricing approaches, such as Bronze, Silver, and Gold options, and how to word offerings. This approach brings consultants closer to the value brace and helps them learn best practices from each other. Strategies include pricing when working with startups or maintaining a retainer. Handling Client Negotiations However, the discussion also touches on handling client negotiations and managing scroll scope creep. Many consultants face challenges in handling changes at the leadership level, dealing with organizational changes, and managing relationships with clients. Internal operations, such as insurance and invoicing, are also discussed, with examples of how consultants can benefit from external support. Scaling Up for Independent Firms The discussion revolves around the journey of scaling up for independent firms, which can be challenging but rewarding. It is essential to build networks and connections, as well as understand when to hire and manage subcontractors. The group debrief helps in making informed decisions about hiring and managing subcontractors. The Benefits of Joining a Mastermind Group Dina the benefits of joining these groups which include new projects, client referrals, networking opportunities, and accountability. Members gain access to peer-based resources, which can help them hold themselves accountable and stay motivated. Members state that they have built genuine relationships, which can be invaluable for their businesses. In between monthly sessions, members receive a recording, summary recap, and additional resources. They are assigned an accountability buddy from their group, who they check in with within the month of the next live session. This allows them to discuss ideas, support each other, and work towards their goals. Applications for the 2025 to 2026 cohort are due on August 15. If you are a member of Umbrex or Veritux, you will receive emails about the program and links to fill out the application.  Timestamps: 00:02 Introduction and Overview of Mastermind Groups 01:23: Monthly Meeting Agenda  02:54: Specific Topics and Examples  09:00: Business Development and Pricing Strategies  11:05: Internal Operations and Scaling Up  13:31: Benefits and Accountability  15:02: Between-Session Activities  Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Ever wonder how the experts find the most interesting content on the internet? Today we revisit the episode with our friend and MVP Steph Smith as she reveals her surprisingly simple yet powerful research techniques. The very frameworks that lead her to crush it at The Hustle, as Director of Marketing for HubSpot, and now leading growth for cutting edge Ai company Groq. Discover how she grew her podcast to 20,000 downloads in just six months and her unique insights on content creation that you won't hear anywhere else. Plus, learn why not every business should start a podcast and the key questions you should ask before diving in. What a fun and relevant chat! Back to the vault we go! haha! Connect with Steph: https://www.linkedin.com/in/stephaniesmith93/ Listen Only here: https://link.chtbl.com/takemetocip Subscribe to the Youtube show ► https://www.youtube.com/channel/UCVm4xHOmK8VAVifaojilr4A Join Business Creator Club https://www.businesscreator.club Connect with BIZBROS: https://www.facebook.com/BIZBROSCOhttps://www.instagram.com/bizbrosco Connect with FONZI: https://www.instagram.com/luiscamejov/ Connect with LUISDA: https://www.instagram.com/luisdacreates Get our freebies on how you can turn your Content Into Profit: https://www.bizbros.co/monetize

This season features conversations with key decision-makers who have shaped the evolution of today's leading technology platforms and ecosystems. We talk to C-suite executives, board members, investors, and others who must be bought into the platform journey.In this episode, Avanish and Greg discuss:Greg's journey at the intersection of technology and professional services, including his role building EY's global partnerships practice into a substantial business driverWhy most companies remain confused about partnerships, platforms, and ecosystems, and how successful companies are "built from the ground up" to orchestrate ecosystemsMicrosoft's transformation under Satya Nadella as the gold standard for ecosystem strategy - shifting from competing against everyone to becoming a platform that orchestrates the capital of hundreds of thousands of companiesWhy the future belongs to companies that shift from linear value chains to orchestrated ecosystems where they either orbit around or become the center of mass for other participantsThe urgency for C-suites to think beyond operational AI improvements and envision what their industry will look like in five yearsHost: Avanish SahaiAvanish Sahai is a Tidemark Fellow and served as a Board Member of Hubspot from 2018 to 2023; he currently serves on the boards of Birdie.ai, Flywl.com and Meta.com.br as well as a few non-profits end educational boards. Previously, Avanish served as the vice president, ISV and Apps partner ecosystem of Google from 2019 until 2021. From 2016 to 2019, he served as the global vice president, ISV and Technology alliances at ServiceNow.  From 2014 to 2015, he was the senior vice president and chief product officer at Demandbase.  Prior to Demandbase, Avanish built and led the Appexchange platform ecosystem team at Salesforce, and was an executive at Oracle and McKinsey & Company, as well as various early-to-mid stage startups in Silicon Valley.About GregGreg is the Founder of Sarafin Advisory which he launched in 2024 to provide companies with actionable advice and insights to help them grow Enterprise Value in an era of immense change and opportunity. Previously, Greg spent over 9 years at EY where he was most recently the Global Vice Chair - Alliances and Ecosystems. Prior to joining EY in 2015, he spent seven years as an executive at IMB, running one of the top five accounts at the firm and then managing the professional services P&L for Banking and Financial Markets in North America. He also held significant leadership positions in financial service technology and digital disruption across industries. In addition, he helped found a health payments dot-com and, prior to that, ran his own software development company.About TidemarkTidemark is a venture capital firm, foundation, and community built to serve category-leading technology companies as they scale.  Tidemark was founded in 2021 by David Yuan, who has been investing, advising, and building technology companies for over 20 years.  Learn more at www.tidemarkcap.com.LinksFollow our guest, Greg SarafinFollow our host, Avanish Sahai

If you're building before validating the market, you're not a founder — you're a hopeful builder. In this episode, Bocar Dia, Partner and GM at Forum Ventures, shares how to build a capital-efficient, scalable sales motion in B2B SaaS, from idea to product-market fit and beyond. Drawing from his early days at Hootsuite and advising 30+ founders annually, Bocar unpacks the frameworks and mindsets for growing to $100M ARR without chasing inflated valuations.Specifically, Bocar covers:(03:13) Bocar Dia shifts from engineering to sales at early-stage Hootsuite.(12:09) Validate real pain, then pinpoint key problems to shape your MVP.(20:01) Founders often raise before soul-searching — and end up misaligned.(25:10) Product-market fit is when value drives steady inbound demand.(30:17) Sales has three phases: product fit, GTM fit and scale.(36:57) Don't scale early traction. Prove one repeatable channel first.(41:57) Hire Customer Success before Sales to drive renewals and growth.(46:30) Founders who sell first know exactly what kind of leaders and reps to hire next.(51:00) AI can help sales, but manual validation is needed before scaling.(57:53) Bocar recommends data-driven, tactical sales books for founders.Resources Mentioned:Bocar Diahttps://www.linkedin.com/in/bocardia/Forum Ventures | LinkedInhttps://www.linkedin.com/company/forumvc/Forum Ventures | Websitehttps://www.forumvc.com/"The Sales Acceleration Formula" by Mark Robergehttps://www.amazon.com/Sales-Acceleration-Formula-Technology-Inbound/dp/1119047072"Founding Sales" by Pete Kazanjyhttps://www.amazon.com/Founding-Sales-Go-Market-Handbook/dp/1734505117Winning by Designhttps://winningbydesign.com/resources/books/This episode is brought to you by:Leverage community-led growth to skyrocket your business. From Grassroots to Greatness by author Lloyed Lobo will help you master 13 game-changing rules from some of the most iconic brands in the world — like Apple, Atlassian, CrossFit, Harley-Davidson, HubSpot, Red Bull and many more — to attract superfans of your own that will propel you to new heights. Grab your copy today at FromGrassrootsToGreatness.comEach year the US and Canadian governments provide more than $20 billion in R&D tax credits and innovation incentives to fund businesses. But the application process is cumbersome, prone to costly audits, and receiving the money can take as long as 16 months. Boast automates this process, enabling companies to get more money faster without the paperwork and audit risk. We don't get paid until you do! Find out if you qualify today at https://Boast.AILaunch Academy is one of the top global tech hubs for international entrepreneurs and a designated organization for Canada's Startup Visa. Since 2012, Launch has worked with more than 6,000 entrepreneurs from over 100 countries, of which 300 have grown their startups to seed and Series A stage and raised over $2 billion in funding. To learn more about Launch's programs or the Canadian Startup Visa, visit https://LaunchAcademy.caContent Allies helps B2B companies build revenue-generating podcasts. We recommend them to any B2B company that is looking to launch or streamline its podcast production. Learn more at https://contentallies.com#ProductMarketFit #CustomerSuccess #VentureCapital #Product #Marketing #Innovation #StartUp #GenerativeAI #AI

Want Nicholas' 3-step AI framework for businesses? get it here: https://clickhubspot.com/pge Episode 70: Is AI just a productivity booster, or are we missing the real transformation right in front of us? Matt Wolfe (https://x.com/mreflow) is joined by Nicholas Holland (https://x.com/nicholasholland), SVP of Product & Head of AI at HubSpot, who's spent nearly a decade driving innovation and building applied AI solutions in real-world business settings. In this episode, Matt and Nicholas dive deep into the seismic shift happening in AI: from simple assistants that help with your emails, to autonomous agents that actually do meaningful work for you—what Nicholas calls "work as a service." You'll discover how forward-thinking teams are structuring their meeting data to unlock hidden value, why a new class of “super contributor” is emerging in sales and marketing, and how to use Nicholas's practical four-step AI adoption framework to turn overwhelm into a competitive advantage. Whether you want to future-proof your business or become an “agent manager” in the coming wave, this conversation is full of actionable insights for teams, leaders, and entrepreneurs. Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd — Show Notes: (00:00) AI's Impact on Work Dynamics (06:22) Shift from SaaS to WaaS (09:09) Streamlined Agent Deployment (11:38) Human-Centric Customer Experience Challenges (14:35) Defining Agency in AI Tools (19:35) AI Executive Assistant Development (23:01) Streamlined Customer Interaction Automation (26:01) Streamlining Customer Support Solutions (28:25) Navigating AI Communication Threads (29:41) Outsourcing Memory with Technology (35:24) Token Count Excitement (36:10) Crafting Effective Ad Integration Techniques (41:37) Revamped Breeze: Multi-LLM Integration (43:35) Rise of Agent Managers — Mentions: Nicholas Holland: https://www.linkedin.com/in/nashvilleholland/ HubSpot: https://www.hubspot.com/ HubSpot Breeze: https://www.hubspot.com/products/artificial-intelligence Claude: https://claude.ai/ Granola: https://www.granola.ai/ Get the guide to build your own Custom GPT: https://clickhubspot.com/tnw — Check Out Matt's Stuff: • Future Tools - https://futuretools.beehiiv.com/ • Blog - https://www.mattwolfe.com/ • YouTube- https://www.youtube.com/@mreflow — Check Out Nathan's Stuff: Newsletter: https://news.lore.com/ Blog - https://lore.com/ The Next Wave is a HubSpot Original Podcast // Brought to you by Hubspot Media // Production by Darren Clarke // Editing by Ezra Bakker Trupiano

It's a special crossover episode of Market Proof Marketing and Online People Talking - and a pod reunion years in the making. Mike, Jen, and Kevin come together to talk about a topic they've each lived in, coached through, and lost sleep over: the CRM.From common breakdowns to behind-the-scenes fixes, they lay out what's not working, what builders keep getting wrong, and how Do You Convert is quietly changing the game for teams who are ready to make their CRM actually work.Adoption Is a Culture, Not a ChecklistIf leadership doesn't log in, the team won't eitherOnline Sales lives in it, so why aren't we designing for them?Stop Blaming the ToolOverbuilt systems collapse when one person leavesBad CRM = bad data = bad decisions = marketing wasteAffordable Expertise To Unlock Your CRM PotentialPartner with DYC on your CRM needs for as low as $595 a monthWork with the software you already use - Lasso, HubSpot or SalesforceBuild a CRM your team will actually use, with expert guidance and supportListen now. Then go fix your CRM.Next StepsDon't forget to save your spot for the 2025 Online Sales & Marketing Summit! Registration closes soon.Subscribe to Market Proof Marketing on Apple or SpotifySubscribe to Online People Talking on Apple or SpotifyScreenshot your review of the podcast and send it our way—we've got something for you.

Alex Lee joins the show to walk us through an end-to-end automated newsletter generator built using N8N, Airtable, and generative AI. From aggregating news and generating summaries to crafting branded HTML and distributing it via email, Alex shows how businesses can reduce newsletter production from 6 hours to 30 minutes. He also shares how Model Context Protocol (MCP) is enabling real-time access to company data, explains his decision-making process between using workflow automation tools vs. vibe coding, and previews what's next in AI-powered business automation.Timestamps:00:23 – Welcome Alex Lee: Career journey from SAP to Google to AI consulting01:31 – How ChatGPT changed his mind about NLP02:38 – Why Alex is focused on AI enablement for businesses03:36 – Use case #1: AI-powered newsletter generator04:49 – The manual pain of newsletter creation06:12 – Why email is the best owned marketing channel07:25 – Step-by-step demo: Aggregating articles, adding context, and generating drafts09:09 – Human-in-the-loop editing and brand tone tuning10:01 – HTML generation and branded email output11:03 – Use cases beyond marketing: Internal custom newsletters15:26 – Why Airtable powers the backend of the workflow17:27 – Behind the scenes: N8N automation workflow overview20:26 – Tool selection: When to use N8N vs. Zapier vs. Make21:49 – Hosting your own N8N instance for cost efficiency24:04 – How clients send the generated newsletter (Mailchimp, HubSpot, EasyMail)27:12 – Vibe coding vs. workflow automation: which path to choose?28:41 – Why Lovable stands out among V0, Replit, Cursor30:19 – Benefits of prototyping and vibe coding for non-technical folks31:24 – What is MCP and why it matters33:05 – Example: Using Claude + MCP to search Google Drive and draft an executive summary38:59 – AI-powered time tracking via calendar and file analysis40:58 – What's next: legacy system integration, coding agents, MCP standardization42:39 – How to contact AlexTools and Technologies Mentioned:N8N – Open-source workflow automation platform used to orchestrate the newsletter processAirtable – Serves as the data layer and user interface for non-technical usersClaude (Anthropic) – Used for summarization, HTML generation, and MCP interactionMCP (Model Context Protocol) – Enables AI models to access external systems like Drive and calendars in real timeZapier, Make – Workflow automation tools considered depending on client preferenceLovable – No-code/low-code app builder that successfully integrates with Supabase and OpenAIHubSpot, Mailchimp, EasyMail – Email service providers used to distribute the newslettersSupabase – Backend database often used in vibe-coded appsSubscribe at⁠ thisnewway.com⁠ to get the step-by-step playbooks, tools, and workflows.

In this episode of The Russell Brunson Show, I sit down with Sam Parr, founder of The Hustle, My First Million, and Hampton, to break down how he built and sold one of the biggest email-based media companies in the country. Sam shares how he grew The Hustle by writing viral blog posts on Reddit and converting that traffic into email subscribers, why he focused on building reach through a newsletter when everyone else was chasing social media, and the simple revenue model that made the company so profitable before selling to HubSpot. We also dig into how he's now building Hampton, a thriving community for entrepreneurs at scale. Key Highlights: How Sam used viral blog posts on Reddit to drive traffic and convert readers into email newsletter subscribers The monetization model that turned The Hustle into a multi-million-dollar company through sponsorships and ads Why he bet on building reach through an email newsletter instead of chasing short-lived social media attention How Hampton creates curated peer groups and why operational excellence is critical to running communities at scale The pitfalls of chasing outside funding too early and how Sam thinks about businesses that compound over decades Sam's story shows that you don't need complicated models or venture capital to build something big… You need a great product, a smart distribution channel, and the discipline to keep it simple. If you're interested in building an audience, a newsletter, or a community-driven business, this episode is exactly what you've been searching for! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://sellingonline.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://clickfunnels.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Special thanks to our sponsors: NordVPN: EXCLUSIVE NordVPN Deal ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://nordvpn.com/secrets⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Try it risk-free now with a 30-day money-back guarantee! Northwest Registered Agent: Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠northwestregisteredagent.com/russell⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to start your business with Northwest Registered Agent. LinkedIn Marketing Solutions: Get a $100 credit on your next campaign at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn.com/CLICKS⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Rocket Money: Cancel unwanted subscriptions and reach your financial goals faster at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠RocketMoney.com/RUSSELL⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Indeed: Get a $75 sponsored job credit to boost your job's visibility at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Indeed.com/clicks Learn more about your ad choices. Visit megaphone.fm/adchoices

Is traditional sales outreach becoming less effective? And if so, what replaces it?In today's episode, I chat with Jean-Philippe Schepens van Thiel, founder of AxonJay, about how real-time data, predictive behavior, and AI-generated signals are fundamentally changing how we approach sales. If you've ever felt like your messaging is falling flat or that your timing is always off, this conversation is your blueprint for modernizing outreach.Meet Jean-Philippe Schepens van ThielJean-Philippe is the founder and CEO of AxonJay AI, a company helping B2B sellers harness the power of predictive signals to find the right opportunities at the right time. With over 15 years in data-driven sales and marketing, including a successful exit to Dun & Bradstreet, JP is now on a mission to help sales teams break through the noise and win deals with precision.Sales Outreach at an Inflection PointBuyers are bombarded by thousands of messages a week, most of which they delete without reading. Jean-Philippe believes we've hit a critical point in the evolution of sales, where volume no longer wins relevance and timing does. Instead of relying on old data and gut instinct, modern sales teams need to know when to reach out, what to say, and why it matters to the buyer right now.Build Your Sales CocktailJean-Philippe compares outreach success to making the perfect cocktail: timing, targeting, and content must all be in balance. One missing or outdated ingredient ruins the mix. Using AI, his company translates billions of daily data points into actionable signals then helps reps validate and fine-tune their approach using real-time context.Let AI Enhance, Not Replace, the Human ElementContrary to fear-mongering about AI replacing jobs, JP argues that AI will actually make sales more human. With technology handling research and signal aggregation, salespeople can focus on high-value conversations, empathy, and relationship-building.“It's not about more data. It's about the right data.”“Outreach isn't dead—but it's evolved.”“You need the right message at the right time.” “I want you to come to me with stuff proving.”Lessons from the FieldStop using last year's data to make today's decisions.Think beyond single signals and build context with a cocktail of signals.Use AI to filter your target list down to the 10% who are ready now.Personalize messaging with current, relevant activity not guesses.Combine automation with human feedback to improve results over time.ResourcesLearn more at Axonjay.aiConnect with Jean-Philippe via email (JP@axonjay.ai) or through the websiteImprove your outreach and sales game join our Sales Mastermind ClassThinking of launching a podcast? Check out Blue Mango StudiosSponsorship OffersThis episode is brought to you in part by Hubspot.With HubSpot sales hubs, your data tools and teams join a single platform to close deals and turn prospects into pipelines. Try it for yourself at hubspot.com/sales.2. This episode is brought to you in part by LinkedIn.Are you tired of prospective clients not responding to your emails? Sign up for a free 60-day trial of LinkedIn Sales Navigator at

Why you should listenChris Brisson reveals how SMS achieves 98% deliverability rates compared to declining email open rates, giving tech consultants an unfair advantage in client communication.Learn the "Textize Your Business" framework that turns every touchpoint in your client journey into a conversation starter, from lead generation to getting reviews and referrals.Discover real case studies including how one speaker converted 150 event attendees into $25,000+ of lead value using simple QR codes and SMS automation.You're probably still over-relying on email and LinkedIn to reach prospects and clients - and missing out on the channel with the highest engagement rates. As a tech consultant, this could be costing you deals and dragging out your sales cycles. In this episode, I talk with Chris Brisson, who's been in SMS marketing since 2009 and built SalesMessage to help businesses "textize" their operations. We dive deep into how SMS integrates with platforms like HubSpot, Salesforce, and Pipedrive, plus the AI-powered agents that can handle responses 24/7. Chris shares the exact frameworks for turning cold leads into warm conversations, reducing no-shows, and scaling client communication without adding overhead.About Chris BrissonChris Brisson is the founder and CEO of Salesmsg (read as “sales message”), a leading AI-powered SMS platform designed to help businesses engage, qualify, and convert leads at scale through two-way text messaging. A serial entrepreneur and seasoned SaaS operator, Chris has bootstrapped Salesmsg into an 8-figure ARR business while maintaining strong profitability and a high-performing team culture.Previously, Chris founded Call Loop, one of the earliest voice and text broadcasting platforms, and has spent over 15 years building direct response marketing systems and SaaS products. Today, he's at the forefront of AI-driven customer engagement, leading the charge to “Textize Your Business”—a methodology that empowers companies to turn messaging into their most effective conversion channel.Chris is also an EOS-driven founder, speaker, and growth strategist who's passionate about helping fellow entrepreneurs unlock scalable systems, dominate niche markets, and design companies that are both profitable and purposeful.Resources and LinksSalesmessage.comChris' LinkedIn profileClaude.aiPrevious episode: 626 - Are You Building a Business or Just Buying Yourself a Job?Check out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringFree Training for AI & Tech Consultants Ready to Stop Trading Time for MoneyJoin our newsletterSuggested resource

This is the last special solo episode for a while. Thankfully, Robert and Joe will be back next week to make nonsense about marketing and content news. But today's episode is something a little different. In 1937, Napoleon Hill wrote Think and Grow Rich. His ideas about belief, desire, and persistence changed lives—Joe's included. Joe's new book, Burn the Playbook, is his answer to what Think and Grow Rich would look like today. It's not just about financial wealth...it's about freedom. Mental freedom. Physical health. Time freedom. It's the book Joe wanted his kids to have…the book that they could share with their kids about living a life of purpose. This episode of This Old Marketing is about how to build a platform strong enough to carry the weight of your dreams. Six months ago, Joe was 20 pounds heavier. He felt foggy, sluggish, reactive. He was still productive, sure...but didn't feel sharp. He didn't feel like he was operating at his best. And he decided that wasn't okay anymore. Many of you know this, but Joe's family has a history of Alzheimer's as well. He always thought he was relegated to this fate and there was nothing he could do. Joe's since found there are many things he can do to build a better brain (if you will), so that he can live a better life and be around, in all forms, for his kids and their kids, in addition to living a life of freedom (which we'll discuss). So he made some changes. Not radical ones. Just simple, consistent ones. And Joe wants to share them with you—not as a health expert, but as a creator who realized that if your body and brain break down, your business doesn't stand a chance. Let's get into it.   ----- This week's links: Americans Check Phone 144 Times Per Day The Cost of Multitasking ----- This week's sponsor: You don't become the world's most valuable women's sports franchise by accident. Angel City Football Club did it with a little help from HubSpot. When they started, data was housed across multiple systems. HubSpot unified their website, email marketing, and fan experience in one platform. This allowed their small team of three to build an entire website in just three days. The results? Nearly 350 new sign-ups a week and 300% database growth in just two years. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Liked this show? SUBSCRIBE to this podcast on Spotify, Apple, Google and more. Catch past episodes and show notes at ThisOldMarketing.com. Catch and subscribe to our NEW show on YouTube. NOTE: You can get captions there. Subscribe to Joe Pulizzi's Orangeletter and get two free downloads direct from Joe. Subscribe to Robert Rose's newsletter at Seventh Bear.

AI agents are revolutionizing marketing automation. Nicholas Holland, Head of AI at HubSpot, shares his expertise on how agentic AI is transforming traditional marketing workflows. He highlights key thought leaders marketers should follow for AI insights, including Matthew Berman's technical yet accessible content and HubSpot's "Marketing Against the Grain" podcast for practical implementation strategies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Want our 6 AI-engineered prompts to turn Claude into your own data analyst? Get it here: https://clickhubspot.com/vwr Ep. 348 What if you could build an entire year-long content strategy in just one AI prompt? Kipp dives into the brand new HubSpot and Claude AI integration that's set to revolutionize how marketers work. Learn more on building your ideal customer profiles and personalized content calendars, running instant marketing attribution and ROI analysis, and developing lead nurturing and account-based marketing campaigns—all directly inside Claude and HubSpot. Mentions Claude https://claude.ai/ HubSpot https://www.hubspot.com/company-news/hubspot-connector-claude Anthropic https://www.anthropic.com/ Get our guide to build your own Custom GPT: https://clickhubspot.com/customgpt We're creating our next round of content and want to ensure it tackles the challenges you're facing at work or in your business. To understand your biggest challenges we've put together a survey and we'd love to hear from you! https://bit.ly/matg-research Resource [Free] Steal our favorite AI Prompts featured on the show! Grab them here: https://clickhubspot.com/aip We're on Social Media! Follow us for everyday marketing wisdom straight to your feed YouTube: ​​https://www.youtube.com/channel/UCGtXqPiNV8YC0GMUzY-EUFg  Twitter: https://twitter.com/matgpod

As the founder of Avenue9, Mike helps small and mid-sized businesses market like big brands with authenticity and automation. From working with big brands like Google, Coca-Cola, and HubSpot to interviewing AI leaders on his Human-First AI Marketing podcast, he's learned what works and what wastes your time and money when it comes to using AI for marketing. He's an international speaker and author of PLAYFUL HUMANS, who will help you amplify your voice, engage your audience, and activate your community. Connect with Mike Montague:Website: https://avenue9.com/ Facebook: https://www.facebook.com/profile.php?id=61566534680367 YouTube: https://www.youtube.com/@avenue9ai/feed?sub_confirmation=1 X: https://x.com/avenue9ai LinkedIn: https://www.linkedin.com/company/avenue9ai/ TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152