Podcasts about HubSpot

Joe Pulizzi and Robert Rose kick off this week's episode by unpacking the TikTok "sale" and what actually happened behind the headlines. Was it really a sale? Why was a true divestiture nearly impossible? And what does the outcome tell us about platform risk, regulation, and the future of rented audiences. From there, Joe and Robert shift into what they believe will be the most important marketing, content, and AI stories of 2026. Not predictions, but the conversations marketers will be having once the year is underway. They dig into whether the long-awaited AI bubble ever actually bursts in marketing, how AI changes headcount and team structures, and what happens to the brand website when search and discovery are increasingly mediated by AI systems instead of humans. The episode wraps with rants and raves. Robert rants about marketers' obsession with declaring everything dead, while Joe rants about Denmark's decision to shut down its postal service and what that signals for the future of physical letters and communication. In this episode, you'll learn: What really happened with the TikTok deal and why it was never a traditional sale Why the AI "bubble" may never pop in marketing the way people expect How AI could lead to fewer marketing jobs, or more leverage for the right roles Why the role of the website is changing for brands and creators What Denmark ending postal service delivery says about the future of letters Rants and raves: Robert's rant: Marketers love predicting the death of everything Joe's rant: Denmark shuts down postal service delivery and the slow disappearance of letters Subscribe and Follow: Follow Joe Pulizzi and Robert Rose on LinkedIn for insights, hot takes, and weekly updates from the world of content and marketing.  ------- This week's sponsor: Did you know that most businesses only use 20% of their data? That's like reading a book with most of the pages torn out. Point is, you miss a lot. Unless you use HubSpot. Their customer platform gives you access to the data you need to grow your business. The insights trapped in emails, call logs, and transcripts.  All that unstructured data that makes all the difference. Because when you know more, you grow more. 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 http://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

Jason Lemkin is the founder of SaaStr, the world's largest community for software founders, and a veteran SaaS investor who has deployed over $200 million into B2B startups. After his last salesperson quit, Jason made a radical decision: replace his entire go-to-market team with AI agents. What started as an experiment has transformed into a new operating model, where 20 AI agents managed by just 1.2 humans now do the work previously handled by a team of 10 SDRs and AEs. In this conversation, Jason shares his hands-on experience implementing AI to run his sales org, including what works, what doesn't, and how the GTM landscape is quickly being transformed.We discuss:1. How AI is fundamentally changing the sales function2. Why most SDRs and BDRs will be “extinct” within a year3. What Jason is observing across his portfolio about AI adoption in GTM4. How to become “hyper-employable” in the age of AI5. The specific AI tools and tactics he's using that have been working best6. Practical frameworks for integrating AI into your sales motion without losing what works7. Jason's 2026 predictions on where SaaS and GTM are heading next—Brought to you by:DX—The developer intelligence platform designed by leading researchersVercel—Your collaborative AI assistant to design, iterate, and scale full-stack applications for the webDatadog—Now home to Eppo, the leading experimentation and feature flagging platform—Transcript: https://www.lennysnewsletter.com/p/we-replaced-our-sales-team-with-20-ai-agents—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/182902716/my-biggest-takeaways-from-this-conversation—Where to find Jason Lemkin:• X: https://x.com/jasonlk• LinkedIn: https://www.linkedin.com/in/jasonmlemkin• Website: https://www.saastr.com• Substack: https://substack.com/@cloud—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) Introduction to Jason Lemkin(04:36) What SaaStr does(07:13) AI's impact on sales teams(10:11) How SaaStr's AI agents work and their performance(14:18) How go-to-market is changing in the AI era(19:19) The future of SDRs, BDRs, and AEs in sales(22:03) Why leadership roles are safe(23:43) How to be in the 20% who thrive in the AI sales future(28:40) Why you shouldn't build your own AI tools(30:10) Specific AI agents and their applications(36:40) Challenges and learnings in AI deployment(42:11) Making AI-generated emails good (not just acceptable)(47:31) When humans still beat AI in sales(52:39) An overview of SaaStr's org(53:50) The role of human oversight in AI operations(58:37) Advice for salespeople and founders in the AI era(01:05:40) Forward-deployed engineers(01:08:08) What's changing and what's staying the same in sales(01:16:21) Why AI is creating more work, not less(01:19:32) Why Jason says these are magical times(01:25:25) The "incognito mode test" for finding AI opportunities(01:27:19) The impact of AI on jobs(01:30:18) Lightning round and final thoughts—Referenced:• Building a world-class sales org | Jason Lemkin (SaaStr): https://www.lennysnewsletter.com/p/building-a-world-class-sales-org• SaaStr Annual: https://www.saastrannual.com• Delphi: https://www.delphi.ai/saastr/talk• Amelia Lerutte on LinkedIn: https://www.linkedin.com/in/amelialerutte/• Vercel: https://vercel.com• What world-class GTM looks like in 2026 | Jeanne DeWitt Grosser (Vercel, Stripe, Google): https://www.lennysnewsletter.com/p/what-the-best-gtm-teams-do-differently• Everyone's an engineer now: Inside v0's mission to create a hundred million builders | Guillermo Rauch (founder and CEO of Vercel, creators of v0 and Next.js): https://www.lennysnewsletter.com/p/everyones-an-engineer-now-guillermo-rauch• Replit: https://replit.com• Behind the product: Replit | Amjad Masad (co-founder and CEO): https://www.lennysnewsletter.com/p/behind-the-product-replit-amjad-masad• ElevenLabs: https://elevenlabs.io• The exact AI playbook (using MCPs, custom GPTs, Granola) that saved ElevenLabs $100k+ and helps them ship daily | Luke Harries (Head of Growth): https://www.lennysnewsletter.com/p/the-ai-marketing-stack• Bolt: https://bolt.new• Lovable: https://lovable.dev• Harvey: https://www.harvey.ai• Samsara: https://www.samsara.com/products/platform/ai-samsara-intelligence• UiPath: https://www.uipath.com• Denise Dresser on LinkedIn: https://www.linkedin.com/in/denisedresser• Agentforce: https://www.salesforce.com/form/agentforce• SaaStr's AI Agent Playbook: https://saastr.ai/agents• Brian Halligan on LinkedIn: https://www.linkedin.com/in/brianhalligan• Brian Halligan's AI: https://www.delphi.ai/minds/bhalligan• Sierra: https://sierra.ai• Fin: https://fin.ai• Deccan: https://www.deccan.ai• Artisan: https://www.artisan.co• Qualified: https://www.qualified.com• Claude: https://claude.ai• HubSpot: https://www.hubspot.com• Gamma: https://gamma.app• Sam Blond on LinkedIn: https://www.linkedin.com/in/sam-blond-791026b• Brex: https://www.brex.com• Outreach: https://www.outreach.io• Gong: https://www.gong.io• Salesloft: https://www.salesloft.com• Mixmax: https://www.mixmax.com• “Sell the alpha, not the feature”: The enterprise sales playbook for $1M to $10M ARR | Jen Abel: https://www.lennysnewsletter.com/p/the-enterprise-sales-playbook-1m-to-10m-arr• Clay: https://www.clay.com• Owner: https://www.owner.com• Momentum: https://www.momentum.io• Attention: https://www.attention.com• Granola: https://www.granola.ai• Behind the founder: Marc Benioff: https://www.lennysnewsletter.com/p/behind-the-founder-marc-benioff• Palantir: https://www.palantir.com• Databricks: https://www.databricks.com• Garry Tan on LinkedIn: https://www.linkedin.com/in/garrytan• Rippling: https://www.rippling.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• The new AI growth playbook for 2026: How Lovable hit $200M ARR in one year | Elena Verna (Head of Growth): https://www.lennysnewsletter.com/p/the-new-ai-growth-playbook-for-2026-elena-verna• Pluribus on AppleTV+: https://tv.apple.com/us/show/pluribus/umc.cmc.37axgovs2yozlyh3c2cmwzlza• Sora: https://openai.com/sora• Reve: https://app.reve.com• Everything That Breaks on the Way to $1B ARR, with Mailchimp Co-Founder Ben Chestnut: https://www.saastr.com/everything-that-breaks-on-the-way-to-1b-arr-with-mailchimp-co-founder-ben-chestnut/• The Revenue Playbook: Rippling's Top 3 Growth Tactics at Scale, with Rippling CRO Matt Plank: https://www.youtube.com/watch?v=h3eYtzBpjRw• 10 contrarian leadership truths every leader needs to hear | Matt MacInnis (Rippling): https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths—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

Elliot Holland joins us to explore the realities of building and sustaining a high-quality, trust-driven professional business in an era dominated by AI hype, declining marketing efficiency, and algorithmic noise. We discuss skepticism around AI's real-world impact especially in high-stakes financial decisions. We also talk marketing and content strategy, why sensationalism and clickbait may win algorithms but will always repel discerning clients. We also unpack our frustrations with modern marketing platforms like Google, Facebook, and HubSpot as they grow increasingly expensive and benefit from opacity while delivering lower-quality data. The most important thing is authentic conversations, patience, and thoughtful content aimed at a small, qualified audience that can outperform viral reach.  We discuss...  Sustaining a professional services business increasingly depends on trust, judgment, and human relationships rather than scale, speed, or technological hype. There's septicism that AI will meaningfully disrupt high-stakes, people-to-people work, arguing it is largely rebranded machine learning with limited real-world adoption so far. Discerning clients value nuance, experience, and improvisational thinking that cannot be captured in static data sets or automated workflows. AI is a productivity aid for summaries and surface-level tasks, but not a substitute for deep expertise, critical thinking, or accountability. YouTube and podcasts are trust-building tools rather than growth hacks, with success measured by client conversion quality instead of view counts. Algorithms reward "nonsense about nonsense," making platforms misaligned with professionals selling high-trust, high-ticket services. Marketing metrics such as views, impressions, and engagement were described as misleading compared to tracking clicks, conversations, and actual revenue outcomes. Google, Facebook, and HubSpot are operating as "confuse-opolies," benefiting from complexity, opacity, and user lock-in rather than clear results. The rising difficulty of marketing has forced business owners to either deeply understand marketing themselves or risk wasting capital on underqualified vendors. Elliott explained restructuring his marketing around specialized vendors, strict performance accountability, and personal ownership of customer persona definition. Long-form, unscripted conversations often deliver more value than polished, optimized content designed for algorithms. Future marketing success will favor authenticity, clarity, and long-term relationship-building over funnels, gimmicks, and viral reach.   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/ai-hype-and-clickbait-are-failing-elliott-holland 

In this episode I explore how to improve your resumé and LinkedIn profile for job search success because I am noticing many organisations are restructuring resulting in many people finding themselves looking for a new job. Please share this episode with anyone in your community who could use some help in this area at the moment.ResourcesJob Application Templatehttps://thinkbespoke.com.au/product/job-application-template/LinkedIn Profile Writing Coursehttps://thinkbespoke.com.au/linkedin-profile-writing-course/Sign up to my newsletter (sent via Hubspot) and get your free LinkedIn Profile Checklist Your StrategyFollow me on LinkedIn https://www.linkedin.com/in/karenhollenbach/Think Bespoke's Knowledge Basehttps://thinkbespoke.com.au/insights-blog-2/Elevate with KPH (Substack) https://thelinkedinmarketer.substack.com/

Your “source of truth” for customer acquisition isn't GA4. It's what people tell you when they sign up — and right now, that story is changing fast.In this episode, we unpack a simple but brutally effective tactic: adding a required “How did you hear about us?” field to your signup form — and using that data to understand where real discovery is happening. The surprise? More and more B2B customers are saying social media, even when analytics tools claim otherwise.But here's the deeper shift: organic social is hard to measure… unless you track the right trailing indicator. That indicator is branded search.You'll learn how to use Google Search Console to track brand-name impressions over time, why it's becoming the only KPI that matters for modern founder-led marketing, and how branded search creates a defensible moat competitors can't easily steal.If you're planning your marketing strategy for 2026, this is the measurement system you need.What You'll LearnWhy signup form attribution is often more reliable than your analytics dashboardsThe biggest B2B acquisition shift happening right now: from search → socialWhy organic social is nearly impossible to ROI… and how to measure it anywayThe “branded search” metric that acts as a trailing indicator for social discoveryWhy branded search is a marketing moat your competitors can't take from youHow to build a branded-search chart using Google Search Console in minutesThe exact prompt to pull branded impressions by query and track them over timeTimestamps00:00:00 - Customer Discovery Starts at Signup00:00:10 - The Shift: Search → Social00:00:31 - Why Organic Social Now Matters Most00:00:52 - The Measurement Problem (and the Fix)00:01:12 - Branded Search = Your Trailing Indicator00:01:33 - Why Branded Search Is a Moat00:01:54 - Where to Invest Time, Money, and Energy00:02:04 - The 2026 Strategy: Grow Brand Searches00:02:15 - How to Track Branded Search in GSC00:02:25 - Building the Branded Impressions Chart00:02:46 - Live Demo: Google Search Console Setup00:03:07 - Final ThoughtsKey Topics & Insights1. Signup Attribution Beats Analytics (Almost Every Time)One of the fastest ways to understand how customers actually found you is simple: add a required “How did you hear about us?” field in your signup form.Why it works:It captures customer intent in their wordsIt reveals channels analytics often misattributesIt shows the real discovery story (not the last-click story)And the punchline: it often contradicts what GA4 says.2. The B2B Discovery Shift: Search → SocialIf you've been paying attention to the data, something big is happening:People aren't discovering new software products through search anymore. They're discovering them on social — then Googling them afterward.This shift has accelerated over the past 12–18 months. Even in B2B, where trends typically lag behind DTC.What this means:SEO is no longer the first touchpointSocial is becoming the top-of-funnel discovery engineSearch is evolving into a validation channel3. Organic Social Has a Measurement ProblemThe hardest part about investing in organic social is that it's difficult to tie to ROI.Whether you're doing:Founder-led contentCreator sponsorshipsCommunity distributionOrganic growth loops…it doesn't fit neatly into traditional attribution.So instead of forcing bad ROI models, track the trailing indicator that proves social discovery is working.4. Branded Search Is the Trailing Indicator That MattersHere's the key idea:When someone discovers your product on social, they don't click your link. They Google your name.That branded search becomes the measurable proof:A discovery event happenedPeople care enough to look you upYour brand is entering the market's memoryThis is why branded search growth is one of the strongest indicators of momentum.If branded search is increasing month-over-month, your brand is winning.5. Branded Search Creates a Defensible MoatThis is where it becomes more than measurement — it becomes strategy.Branded search is difficult for competitors to steal. Once people are searching your name, you own that demand.The only way competitors can interfere:They bid on your brand in Google AdsThey try to outspend youOr they attempt to confuse the marketBut that's expensive, obvious, and usually temporary.So branded search is not only a KPI — it's defensibility.6. How to Track Branded Search in Google Search ConsoleThis is the tactical part.To track branded search over time, you want a chart that shows:Impressions over timeFor queries containing your brand nameCaptured in every format your audience might type itAnd this is surprisingly easy to pull from Google Search Console.7. The Exact Chart & Prompt to Build ItThe goal is to extract Search Console impressions where queries include your brand name.Example prompt:“Build a chart showing total impressions over time for queries containing ‘YOURBRAND'.”Then your job becomes simple:Increase branded impressions month-over-month through:social contentdistributioncreator partnershipspodcast mentionsrepeated brand exposureconsistent visibilityThis becomes the clearest signal that marketing is compounding.Action Steps (Do This Today)Add a required “How did you hear about us?” field on signupReview responses weekly (and compare against analytics)Use Google Search Console to track branded query impressionsCreate a monthly KPI: branded impressions growthUse branded search growth as the scoreboard for your organic social effortsSponsorToday's episode is brought to you by Graphed – an AI data analyst & BI platform.With Graphed you can:Connect data like GA4, Facebook Ads, HubSpot, Google Ads, Search Console, AmplitudeBuild interactive dashboards just by chatting (no Looker Studio/Tableau learning curve)Use it as your ETL + data warehouse + BI layer in one placeAsk:“Build me a stacked bar chart of new users vs. all users over time from GA4”…and Graphed just builds it for you.

Welcome back to the Ultimate Guide to Partnering® Podcast. AI agents are your next customers. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/vEdq8rpBM3I In this data-rich keynote, Jay McBain deconstructs the tectonic shifts reshaping the $5.3 trillion global technology industry, arguing that we are entering a new 20-year cycle where traditional direct sales models are obsolete. McBain explains why 96% of the industry is now surrounded by partners and how successful companies must pivot from “flywheels and theory” to a granular strategy focused on the seven specific partners present in every deal. From the explosion of agentic AI and the $163 billion marketplace revolution to the specific mechanics of multiplier economics, this discussion provides a roadmap for navigating the “decade of the ecosystem” where influence, trust, and integration—not just product—determine winners and losers. Key Takeaways Half of today's Fortune 500 companies will likely vanish in the next 20 years due to the shift toward AI and ecosystem-led models. Every B2B deal now involves an average of seven trusted partners who influence the decision before a vendor even knows a deal exists. Microsoft has outpaced AWS growth for 26 consecutive quarters largely because of a superior partner-led geographic strategy. Marketplaces are projected to grow to $163 billion by 2030, with nearly 60% of deals involving partner funding or private offers. The “Multiplier Effect” is the new ROI, where partners can make up to $8.45 for every dollar of vendor product sold. Future dominance relies on five key pillars: Platform, Service Partnerships, Channel Partnerships, Alliances, and Go-to-Market orchestration. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Keywords: Jay McBain, Canalys, partner ecosystem, channel chief, agentic AI, marketplace growth, multiplier economics, B2B sales trends, tech industry forecast, service partnerships, strategic alliances, Microsoft vs AWS, distribution transformation, managed services growth, SaaS platforms, customer journey mapping, 28 moments of truth, future of reselling, technology spending 2025, ecosystem orchestration, partner multipliers. T Transcript: Jay McBain WORKFILE FOR TRANSCRIPT [00:00:00] Vince Menzione: Just up from, did you Puerto Rico last night? Puerto Rico, yes. Puerto Rico. He dodged the hurricane. Um, you all know him. Uh, let him introduce himself for those of you who don’t, but just thrilled to have on the stage, again, somebody who knows more about what’s going on in, in the, and has the pulse on this industry probably than just about anybody I know personally. [00:00:21] Vince Menzione: J Jay McBain. Jay, great to see you my friend. Alright, thank you. We have to come all the way. We live, we live uh, about 20 minutes from each other. We have to come all the way to Reston, Virginia to see each other, right? That’s right. Very good. Well, uh, that’s all over to you, sir. Thank you. [00:00:35] Jay McBain: Alright, well thank you so much. [00:00:36] Jay McBain: I went from 85 degrees yesterday to 45 today, but I was able to dodge that, uh, that hurricane, uh, that we kind of had to fly through the northern edge of, uh, wanna talk today about our industry, about the ultimate partner. I’m gonna try to frame up the ultimate partner as I walk through the data and the latest research that, uh, that we’ve been doing in the market. [00:00:56] Jay McBain: But I wanted to start here ’cause our industry moves in 20 year cycles, and if you look at the Fortune 500 and dial back 20 years from today, 52% of them no longer exist. As we step into the next 20 year AI era, half of the companies that we know and love today are not gonna exist. So we look at this, and by the way, if you’re not in the Fortune 500 and you don’t have deep pockets to buy your way outta problems, 71% of tech companies fail over the course of 10 years. [00:01:30] Jay McBain: Those are statistics from the US government. So I start to look at our industry and you know, you may look at the, you know, mainframe era from the sixties and seventies, mini computers, August the 12th, 1981, that first IBM, PC with Microsoft dos, version one, you know, triggered. A new 20 year era of client server. [00:01:51] Jay McBain: It was the time and I worked at IBM for 17 years, but there was a time where Bill Gates flew into Boca Raton, Florida and met with the IBM team and did that, you know, fancy licensing agreement. But after, you know, 20 years of being the most valuable company in the world and 13 years of antitrust and getting broken up, almost like at and TIBM almost didn’t make payroll. [00:02:14] Jay McBain: 13 years after meeting Bill Gates. Yeah, that’s how quickly things change in these eras. In 1999, a small company outta San Francisco called salesforce.com got its start. About 10 years later, Jeff Bezos asked a question in a boardroom, could we rent out our excess capacity and would other companies buy it? [00:02:35] Jay McBain: Which, you know, most people in the room laughed at ’em at the time. But it created a 20 year cloud era when our friends, our neighbors, our family. Saw Chachi PT for the first time in March of 2023. They saw the deep fakes, they saw the poetry, they saw the music. They came to us as tech people and said, did we just light up Skynet? [00:02:58] Jay McBain: And that consumer trend has triggered this next 20 years. I could walk through the richest people in the world through those trends. I could walk through the most valuable companies. It all aligns. ’cause by the way, Apple’s no longer at the top. Nvidia is at the top, Microsoft. Second, things change really quickly. [00:03:17] Jay McBain: So in that course of time, you start to look at our industry and as people are talking about a six and a half or $7 trillion build out of ai, that’s open AI and Microsoft numbers, that is bigger than our industry that’s taken over 50 years to build. This year, we’re gonna finish the year at $5.3 trillion. [00:03:36] Jay McBain: That’s from the smallest flower shop to the biggest bank. Biggest governments that Caresoft would, uh, serve biggest customer in the world is actually the federal government of the us. But you look at this pie chart and you look at the changes that we’re gonna go through over the next 20 years, there’s about a trillion dollars in hardware. [00:03:54] Jay McBain: There’s about a trillion dollars in software. If you look forward through all of the merging trends, quantum computing, humanoid robots, all the things that are coming that dollar to dollar software to hardware will continue to exist all the way through. We see services making up almost two thirds of this pie. [00:04:13] Jay McBain: Yesterday I was in a telco conference with at and t and Verizon and T-Mobile and some of the biggest wireless players and IT services, which happen to be growing faster than products. At the moment, there is more work to be done wrapping around the deal than the actual products that the customer is buying. [00:04:32] Jay McBain: So in an industry that’s growing at 7%. On top of the world economy that’s grown at 2.2. This is the fastest growing industry, and it will be at least for the next 10 years, if not 2070 0.1% of this entire $5 trillion gets transacted through partners. While what we’re talking to today about the ultimate partner, 96% of this industry is surrounded by partners in one way or another. [00:05:01] Jay McBain: They’re there before the deal. They’re there at the deal. They’re there after the deal. Two thirds of our industry is now subscription consumption based. So every 30 days forever, and a customer for life becomes everything. So if every deal in medium, mid-market, and higher has seven partners, according to McKinsey, who are those seven people trying to get into the deal? [00:05:25] Jay McBain: While there’s millions of companies that have come into tech over the last 10 to 20 years. Digital agencies, accountants, legal firms, everybody’s come in. The 250,000 SaaS companies, a million emerging tech companies, there’s a big fight to be one of those seven trusted people at the table. So millions of companies and tens of millions of people our competing for these slots. [00:05:49] Jay McBain: So one of the pieces of research I’m most proud of, uh, in my analyst career is this. And this took over two years to build. It’s a lot of logos. Not this PowerPoint slide, but the actual data. Thousands of people hours. Because guess what? When you look at partners from the top down, the top 1000 partners, by capability and capacity, not by resale. [00:06:15] Jay McBain: It’s not a ranking of CDW and insight and resale numbers. It is the surrounding. Consulting, design, architecture, implementations, integrations, managed services, all the pieces that’s gonna make the next 20 years run. So when you start to look at this, 98% of these companies are private, so very difficult to get to those numbers and, uh, a ton of research and help from AI and other things to get this. [00:06:41] Jay McBain: But this is it. And if you look at this list, there’s a thousand logos out of the million companies. There’s a thousand logos that drive two thirds of all tech services in the world. $1.07 trillion gets delivered by a thousand companies, but here’s where it gets fun. Those companies in the middle, in blue, the 30 of them deliver more tech services than the next 970. [00:07:08] Jay McBain: Combined the 970 combined in white deliver more tech services. Then the next million combined. So if you think we live in an 80 20 rule or maybe a 99, a 95 5 rule, or a 99 1 rule, we actually live in a 99.9 0.1 parallel principle. These companies spread around the world evenly split across the uh, different regions. [00:07:35] Jay McBain: South Africa, Latin America, they’re all over. They split. They split among types. All of the Venn diagram I just showed from GSIs to VARs to MSPs, to agencies and other types of companies. But this is a really rich list and it’s public. So every company in the world now, if you’re looking at Transactable data, if you’re looking at quantifiable data that you can go put your revenue numbers against, it represents 70 to 80% of every company in this room’s Tam. [00:08:08] Jay McBain: In one piece of research. So what do you do below that? How do you cover a million companies that you can’t afford to put a channel account manager? You can’t afford to write programs directly for well after the top down analysis and all the wallet share and you know exactly where the lowest hanging fruit is for most of your tam. [00:08:28] Jay McBain: The available markets. The obtainable markets. You gotta start from the community level grassroots up. So you need to ask the question for the million companies and the maybe a hundred thousand companies out there, partner companies that are surrounding your customer. These are the seven partners that surround your customer. [00:08:48] Jay McBain: What do they read, where do they go, and who do they follow? Interestingly enough, our industry globally equates to only a thousand watering holes, a thousand companies at the top, a thousand places at the bottom. 35% of this audience we’re talking. Millions of people here love events and there’s 352 of them like this one that they love to go to. [00:09:13] Jay McBain: They love the hallway chats, they love the hotel lobby bar, you know, in a time reminded by the pandemic. They love to be in person. It’s the number one way they’re influenced. So if you don’t have a solid event strategy and you don’t have a community team out giving out socks every week, your competitors might beat you. [00:09:31] Jay McBain: 12% of this audience loves podcasts. It’s the Joe Rogan effect of our industry. And while you know, you may not think the 121 podcasts out there are important, well, you’re missing 12% of your audience. It’s over a million people. If you’re not on a weekly podcast in one of these podcasts in the world, there’s still people that read one of the 106 magazines in the world. [00:09:55] Jay McBain: There are people that love peer groups, associations, they wanna be part of this. There’s 15 different ways people are influenced. And a solid grassroots strategy is how you make this happen. In the last 10 years, we’ve created a number of billionaires. Bottom up. They never had to go talk to la large enterprise. [00:10:15] Jay McBain: They never had to go build out a mid-market strategy. They just went and give away socks and new community marketing. And this has created, I could rip through a bunch of names that became unicorns just in the last couple of years, bottoms up. You go back to your board walking into next year, top down, bottom up. [00:10:34] Jay McBain: You’ve covered a hundred percent of your tam, and now you’ve covered it with names, faces, and places. You haven’t covered it with a flywheel or a theory. And for 44 years, we have gone to our board every fourth quarter with flywheels and theory. Trust me, partners are important. The channel is key to us. [00:10:57] Jay McBain: Well, let’s talk at the point of this granularity, and now we’re getting supported by technology 261 entrepreneurs. Many of them in the room actually here that are driving this ability to succeed with seven partners in every deal to exchange data to be able to exchange telemetry of these prospects to be able to see twice or three times in terms of pipeline of your target addressable market. [00:11:26] Jay McBain: All these ai, um, technologies, agentic technologies are coming into this. It’s all about data. It’s all about quantifiable names, faces, and places. Now none of us should be walking around with flywheels, so let’s flip the flywheels. No. Uh, so we also look at, and I sold PCs for 17 years and that was in the high times of 40% margins for partners. [00:11:55] Jay McBain: But one interesting thing when you study the p and l for broad base of partners around the world, it’s changed pretty significantly in this last 20 year era. What the cloud era did is dropped hardware from what used to be 84% plus the break fix and things that wrap around it of the p and l to now 16% of every partner in the world. [00:12:16] Jay McBain: 84% of their p and l is now software and services. And if you look at profitability, it’s worse. It’s actually 87% is profitability wise. They’ve completely shifted in terms of where they go. Now we look at other parts of our market. I could go through every part of the pie of the slide, but we’re watching each of the companies, and if you can see here, this is what we want to talk about in terms of ultimate partner. [00:12:43] Jay McBain: Microsoft has outgrown AWS for 26 straight quarters. They don’t have a better product. They don’t have a better price, they don’t have better promotion. It’s all place. And I’ll explain why you guess here in the light green line. Exactly. The day that Google went a hundred percent all in partner, every deal, even if a deal didn’t have a partner, one of the 4% of deals that didn’t have a partner, they injected a partner. [00:13:09] Jay McBain: You can see on the left side exactly where they did it. They got to the point of a hundred percent partner driven. Rebuilt their programs, rebuilt their marketplace. Their marketplace is actually larger than Microsoft’s, and they grew faster than Microsoft. A couple of those quarters. It is a partner driven future, and now I have Oracle, which I just walked by as I walked from the hotel. [00:13:31] Jay McBain: Oracle with their RPOs will start to join. Maybe the list of three hyperscalers becomes the list of four in future slides, but that’s a growth slide. Market share is different. AWS early and commanding lead. And it plays out, uh, plays out this way. But we’re at an interesting moment and I stood up six years ago talking about the decade of the ecosystem after we went through a decade of sales starting in 1999 when we all thought we were born to be salespeople. [00:14:02] Jay McBain: We managed territories with our gut. The sales tech stack would have it different, that sales was a science, and we ended the decade 2009, looking at sales very differently in 2009. I remember being at cocktail parties where CMOs would be joking around that 50% of their marketing dollars were wasted. They just didn’t know which 50%. [00:14:23] Jay McBain: And I’ll tell you, that was really funny. In 2009 till every 58-year-old CMO got replaced by a 38-year-old growth hacker who walked in with 15,348 SaaS companies in their MarTech and ad tech stack to solve the problem, every nickel of marketing by 2019 was tracked. Marketo, Eloqua, Pardot, HubSpot, driving this industry. [00:14:50] Jay McBain: Now, we stood up and said the 28 moments that come before a sale are pretty much all partner driven. In the best case scenario, a vendor might see four of the moments. They might come to your website, maybe they read an ebook, maybe they have a salesperson or a demo that comes in. That’s four outta 28 moments. [00:15:10] Jay McBain: The other 24 are done by partners. Yeah, in the worst case scenario and the majority scenario, you don’t see any of the moments. All 28 happen and you lose a deal without knowing there ever was a deal. So this is it. We need to partner in these moments and we need to inject partners into sales and marketing, like no time before, and this was the time to do it. [00:15:33] Jay McBain: And we got some feedback in the Salesforce state of sales report, which doesn’t involve any partnerships or, or. Channel Chiefs or anything else. This is 5,500 of the biggest CROs in the world that obviously use Salesforce. 89% of salespeople today use partners every day. For the 11% who don’t, 58% plan two within a year. [00:15:57] Jay McBain: If you add those two numbers together, that’s magically the 96% number. They recognize that every deal has partners in it. In 2024, last year, half of the salespeople in the world, every industry, every country. Miss their numbers. For the minority who made their numbers, 84 point percent pointed to partners as the reason why they made their numbers. [00:16:21] Jay McBain: It was the cheat code for sales, so that modern salesperson that knows how to orchestrate a deal, orchestrate the 28 moments with the seven partners and get to that final spot is the winning formula. HubSpot’s number in separate research was 84% in marketing. So we’re starting to see partners in here. We don’t have to shout from the mountaintops. [00:16:44] Jay McBain: These communities like ultimate Partner are working and we’re getting this to the highest levels in the board. And I’ll say that, you know, when 20 years from now half of the companies we know and love fail after we’re done writing the book and blaming the CEO for inventing the thing that ended up killing them, blaming the board for fiduciary responsibility and letting it happen. [00:17:06] Jay McBain: What are the other chapters of the book? And I think it’s all in one slide. We are in this platform economy and the. [00:17:31] Jay McBain: So your battery’s fine. Check, check, check, check. Alright, I’ll, I’ll just hold this in case, but the companies that execute on all five of these areas, well. Not only today become the trillion dollar valued companies, but they become the companies of tomorrow. These will be the fastest growing companies at every level. [00:17:50] Jay McBain: Not only running a platform business, but participating in other platforms. So this is how it breaks out, and there are people at very senior levels, at very big companies that have this now posted in the office of the CEO winning on integrations is everything. We just went through a demographic shift this year where 51% of our buyers are born after 1982. [00:18:15] Jay McBain: Millennials are the number one buyer of the $5 trillion. Their number one buying criteria is not service. Support your price, your brand reputation, it’s integrations. The buy a product, 80% is good as the next one if it works better in their environment. 79% of us won’t buy a car unless it has CarPlay or Android Auto. [00:18:34] Jay McBain: This is an integration world. The company with the most integrations win. Second, there are seven partners that surround the customer. Highly trusted partners. We’re talking, coaching the customer’s, kids soccer team, having a cottage together up at the lake. You know, best men, bate of honors at weddings type of relationships. [00:18:57] Jay McBain: You can’t maybe have all seven, but how does Microsoft beat AWS? They might have had two, three, or four of them saying nice things about them instead of the competition. Winning in service partnerships and channel partnerships changes by category. If you’re selling MarTech, only 10% of it today is resold, so you build more on service partnerships. [00:19:18] Jay McBain: If you’re in cybersecurity today, 91.6% of it is resold. Transacted through partners. So you build a lot of channel partnerships, plus the service partnerships, whatever the mix is in your category, you have to have two or three of those seven people. Saying nice things about you at every stage of the customer journey. [00:19:38] Jay McBain: Now move over to alliances. We have already built the platforms at the hyperscale level. We’ve built the platforms within SaaS, Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot. Every buyer has a set of platforms that they buy. We’ve now built them in cybersecurity this year out of 6,500 as high as cyber companies, the top five are starting to separate. [00:20:02] Jay McBain: We built it in distribution, which I’ll show in a minute. We’re building it in Telco. This is a platform economy and alliances win and you have alliances with your competitors ’cause you compete in the morning, but you’re best friends by the afternoon. Winning in other platforms is just as important as driving your own. [00:20:20] Jay McBain: And probably the most important part of this is go to market. That sales, that marketing, the 28 moments, the every 30 days forever become all a partner strategy. So there’s still CEOs out there that believe platform is a UI or UX on a bunch of disparate products and things you’ve acquired. There’s still CFOs out there that Think platform is a pricing model, a bundle model of just getting everything under one, you know, subscription price or consumption price. [00:20:51] Jay McBain: And it’s not, platforms are synonymous with partnerships. This is the way forward and there’s no conversation around ai. That doesn’t involve Nvidia over there, an open AI over here and a hyperscaler over there and a SaaS company over here. The seven layer stack wins every single time, and the companies that get this will be the ones that survive this cycle. [00:21:16] Jay McBain: Now, flipping over to marketplaces. So we had written research that, um, about five years ago that marketplaces were going to grow at 82% compounded. Yeah, probably one of the most accurate predictions we ever made, because it happened, we, we predicted that, uh, we were gonna get up to about $85 billion. Well, now we’ve extended that to 2030, so we’re gonna get up to $163 billion, and the thing that we’re watching is in green. [00:21:46] Jay McBain: If 96% of these deals are partner assisted in some way, how is the economics of partnering going to work? We predicted that 50% of deals by 2027. Would be partner funded in some way. Private offers multi-partner offers distributor sellers of record, and now that extends to 59% by 2030, the most senior leader of the biggest marketplace AWS, just said to us they’re gonna probably make these numbers on their own. [00:22:14] Jay McBain: And he asked what their two competitors are doing. So he’s telling us that we under called this. Now when you look at each of the press releases, and this is the AWS Billion Dollar Club. Every one of the companies on the left have issued a press release that they’re in the billion dollar club. Some of them are in the multi-billions, but I want you to double click on this press release. [00:22:35] Jay McBain: I’m quoted in here somewhere, but as CrowdStrike is building the marketplace at 91% compounded, they’re almost doubling their revenue every single year. They’re growing the partner funding, in this case, distributor funding by 3548%. Almost triple digit growth in marketplace is translating into almost quadruple digit growth in funding. [00:23:01] Jay McBain: And you see that over and over again as, as Splunk hit three, uh, billion dollars. The same. Salesforce hit $2 billion on AWS in Ulti, 18 months. They joined in October 20, 23, and 18 months later, they’re already at $2 billion. But now you’re seeing at Salesforce, which by the way. Grew up to $40 billion in revenue direct, almost not a nickel in resell. [00:23:28] Jay McBain: Made it really difficult for VARs and managed service providers to work with Salesforce because they couldn’t understand how to add services to something they didn’t book the revenue for. While $40 billion companies now seeing 70% of their deals come through partners. So this is just the world that we’re in. [00:23:44] Jay McBain: It doesn’t matter who you are and what industry you’re in, this takes place. But now we’re starting to see for the first time. Partners join the billion dollar club. So you wonder about partnering and all this funding and everything that’s working through Now you’re seeing press releases and companies that are redoing their LinkedIn branding about joining this illustrious club without a product to sell and all the services that wrap around it. [00:24:10] Jay McBain: So the opening session on Microsoft was interesting because there’s been a number of changes that Microsoft has done just in the last 30 days. One is they cut distribution by two thirds going from 180 distributors to 62. They cut out any small partner lower than a thousand dollars, and that doesn’t sound like a lot, but that’s over a hundred thousand partners that get deed tightening the long tail. [00:24:38] Jay McBain: They we’re the first to really put a global point system in place three years ago. They went to the new commerce experience. If you remember, all kinds of changes being led by. The biggest company for the channel. And so when we’re studying marketplaces, we’re not just studying the three hyperscalers, we’re studying what TD Cynic is doing with Stream One Ingram’s doing with Advant Advantage Aerosphere. [00:25:01] Jay McBain: Also, we’re watching what PAX eight, who by the way, is the 365 bestseller for Microsoft in the world. They are the cybersecurity leader for Microsoft in the world and the copilot. Leader in the world for Microsoft and Partner of the Year for Microsoft. So we’re watching what the cloud platforms are doing, watching what the Telco are doing, which is 25 cents out of every dollar, if you remember that pie chart, watching what the biggest resellers are converting themselves into. [00:25:30] Jay McBain: Vince just mentioned, you know, SHI in the changes there watching the managed services market and the leaders there, what they’re doing in terms of how this industry’s moving forward. By the way, managed services at $608 billion this year. Is one and a half times larger than the SaaS industry overall. [00:25:48] Jay McBain: It’s also one and a half times larger than all the hyperscalers combined. Oracle, Alibaba, IBM, all the way down. This is a massive market and it makes up 15 to 20 cents of every dollar the customer spend. We’re watching that industry hit a trillion dollars by the end of the decade, and we’re watching 150 different marketplace development platforms, the distribution of our industry, which today is 70.1% indirect. [00:26:13] Jay McBain: We’re starting to see that number, uh, solidify in terms of marketplaces as well. Watching distributors go from that linear warehouse in a bank to this orchestration model, watching some of the biggest players as the world comes around, platforms, it tightens around the place. So Caresoft, uh, from from here is the sixth biggest distributor in the world. [00:26:40] Jay McBain: Just shows you how big the. You know, biggest client in the world is that they serve. But understand that we’re publishing the distributor 500 list, but it’ll be the same thing. That little group in blue in the middle today, you know, drives almost two thirds of the market. So what happens in all this next stage in terms of where the dollars change hands. [00:27:07] Jay McBain: And the economics of partnering themselves are going through the most radical shift that we’ve seen ever. So back to the nineties, and, and for those of you that have been channel chiefs and running programs, we went to work every day. You know, everything’s on fire. We’re trying to check hundred boxes, trying to make our program 10% better than our competitors. [00:27:30] Jay McBain: Hey, we gotta fix our deal registration program today, and our incentives are outta whack or training programs or. You know, not where they need to be. Our certification, you know, this was the life of, uh, of a channel chief. Everybody thought we were just out drinking in the Caribbean with our best partners, but we were under the weight of this. [00:27:49] Jay McBain: But something interesting has happened is that we turned around and put the customer at the middle of our programs to say that those 28 moments in green before the sale are really, really important. And the seven partners who participate are really important. Understanding. The customer’s gonna buy a seven layer stack. [00:28:09] Jay McBain: They’re gonna buy it With these seven partners, the procurement stage is much different. The growth of marketplaces, the growth of direct in some of these areas, and then long term every 30 days forever in a managed service, implementations, integrations, how you upsell, cross-sell, enrich a deal changes. So how would you build a program that’s wrapped around the customer instead of the vendor? [00:28:35] Jay McBain: And we’re starting to hear our partners shout back to us. These are global surveys, big numbers, but over half of our partners, regardless of type, are selling consulting to their customer. Over half are designing architecting deals. A third of them are trying to be system integrators showing up at those implementation integration moments. [00:28:55] Jay McBain: Two thirds of them are doing managed services, but the shocking one here is 44% of our partners, regardless of type, are coding. They’re building agents and they’re out helping their customer at that level. So this is the modern partner that says, don’t typecast me. You may have thought of me in your program. [00:29:14] Jay McBain: You might have me slotted as a var. Well, I do 3.2 things, and if I don’t get access to those resources, if you don’t walk me to that room, I’m not gonna do them with you. You may have me as a managed service provider that’s only in the morning. By the afternoon I’m coding, and by the next morning I’m implementing and consulting. [00:29:33] Jay McBain: So again, a partner’s not a partner. That Venn diagram is a very loose one now, as every partner on there is doing 3.2 different business models. And again, they’re telling us for 43 years, they said, I want more leads this year it changed. For the first time, I want to be recognized and incentivized as more than just a cash register for you. [00:29:57] Jay McBain: I want you to recognize when I’m consulting, when I’m designing, when you’re winning deals, because of my wonderful services, by the way, we asked the follow up question, well, where should we spend our money with you? And they overwhelmingly say, in the consulting stage, you win and lose deals. Not at moment 28. [00:30:18] Jay McBain: We’re not buying a pack of gum at the gas station. This is a considered purchase. You win deals from moment 12 through 16 and I’m gonna show you a picture of that later, and they say, you better be spending your money there, or you’re not gonna win your fair share or more than your fair share of deals. [00:30:36] Jay McBain: The shocking thing about this is that Microsoft, when they went to the point system, lifted two thirds of all the money, tens of billions of dollars, and put it post-sale, and we were all scratching our heads going. Well, if the partners are asking for it there, and it seems like to beat your biggest competitors, you want to win there. [00:30:54] Jay McBain: Why would you spend the money on renewal? Well, they went to Wall Street and Goldman Sachs and the people who lift trillions of dollars of pension funds and said, if we renew deals at 108%, we become a cash machine for you. And we think that’s more valuable than a company coming out with a new cell phone in September and selling a lot of them by Christmas every year. [00:31:18] Jay McBain: The industry. And by the way, wall Street responded, Microsoft has been more valuable than Apple since. So we talk in this now multiplier language, and these are reports that we write, uh, at AMIA at canals. But talking about the partner opportunity in that customer cycle, the $6 and 40 cents you can make for every dollar of consumption, or the $7 and 5 cents you can make the $8 and 45 cents you can make. [00:31:46] Jay McBain: There’s over 24 companies speaking at this level now, and guess what? It’s not just cloud or software companies. Hardware companies are starting to speak in this language, and on January 25th, Cisco, you know, probably second to Microsoft in terms of trust built with the channel globally is moving to a full point system. [00:32:09] Jay McBain: So these are the changes that happen fast. But your QBR with your partners now less about drinking beers at the hotel lobby bar and talking dollar by dollar where these opportunities are. So if you’re doing 3.2 of these things, let’s build out a, uh, a play where you can make $3 for every dollar that we make. [00:32:28] Jay McBain: And you make that profitably. You make it in sticky, highly retained business, and that’s the model. ’cause if you make $3 for every dollar. We make, you’re gonna win Partner of the year, and if you win partner of the year, that piece of glass that you win on stage, by the time you get back to your table, you’re gonna have three offers to buy your business. [00:32:51] Jay McBain: CDW just bought a w. S’s Partner of the Year. Insight bought Google’s eight time partner of the year. Presidio bought ServiceNow’s, partner of the year over and over and over again. So I’m at Octane, I’m at CrowdStrike, I’m at all these events in Vegas every week. I’m watching these partners of the year. [00:33:05] Jay McBain: And I’m watching as the big resellers. I’m watching as the GSIs and the m and a folks are surrounding their table after, and they’re selling their businesses for SaaS level valuations. Not the one-to-one service valuation. They’re getting multiples because this is the new future of our industry. This is platform economics. [00:33:25] Jay McBain: This is winning and platforms for partners. Now, like Vince, I spent 20 minutes without talking about ai, but we have to talk about ai. So the next 20 years as it plays out is gonna play out in phases. And the first thing you know to get it out of the way. The first two years since that March of 23, has been underwhelming, to say the least. [00:33:47] Jay McBain: It’s been disappointing. All the companies that should have won the biggest in AI have been the most disappointing. It’s underperformed the s and p by a considerable amount in terms of where we are. And it goes back to this. We always overestimate the first two years, but we underestimate the first 10. [00:34:07] Jay McBain: If you wanna be the point in time person and go look at that 1983 PC or the 1995 internet or that 2007 iPhone or that whatever point in time you wanna look at, or if you want to talk about hallucinations or where chat chip ET version five is version, as opposed to where it’s going to be as it improves every six months here on in. [00:34:30] Jay McBain: But the fact of the matter is, it’s been a consumer trend. Nvidia got to be the most valuable company in the world. OpenAI was the first company to 2 billion users, uh, in that amount of speed. It’s the fastest growing product ever in history, and it’s been a consumer win this trillions of dollars to get it thrown around in the press releases. [00:34:49] Jay McBain: They’re going out every day, you know, open ai, signing up somebody new or Nvidia, investing in somebody new almost every single day in hundreds of billions of dollars. It is all happening really on the consumer side. So we got a little bit worried and said, is that 96% of surround gonna work in ag agentic ai? [00:35:10] Jay McBain: So we went and asked, and the good news is 88% of end customers are using partners to work through their ag agentic strategy. Even though they’re moving slow, they’re actually using partners. But what’s interesting from a partner perspective, and this is new research that out till 2030. This is the number one services opportunity in the entire tech or telco industry. [00:35:34] Jay McBain: 35.3% compounded growth ending at $267 billion in services. Companies are rebuilding themselves, building out practices, and getting on this train and figuring out which vendors they should hook their caboose to as those trains leave the station. But it kind of plays out like this. So in the next three to five years, we’re in this generative, moving into agentic phase. [00:36:01] Jay McBain: Every partner thinks internally first, the sales and marketing. They’re thinking about their invoicing and billing. They’re thinking about their service tickets. They’re thinking about creating a business that’s 10% better than their competitors, taking that knowledge into their customers and drive in business. [00:36:17] Jay McBain: But we understand that ag agentic AI, as it’s going to play out is not a product. A couple of years ago, we thought maybe a copilot or an agent force or something was going to be the product that everybody needed to buy, and it’s not a product, it’s gonna show up as a feature. So you go back in the history of feature ads and it’s gonna show up in software. [00:36:38] Jay McBain: So if you’re calling in SMB, maybe you’re calling on a restaurant. The restaurant isn’t gonna call OpenAI or call Microsoft or call Nvidia directly. They’re running their restaurant. And they may have chosen a platform like Toast Square, Clover, whatever iPads people are running around with, runs on a platform that does everything in their business, does staffing, does food ordering, works with Uber Eats, does everything end to end? [00:37:08] Jay McBain: They’re gonna wait to one of those platforms, dries out agent AI for them, and can run the restaurant more effectively, less human capital and more consistently, but they wait for the SaaS platform as you get larger. A hundred, 150 people. You have vice presidents. Each of those vice presidents already have a SaaS stack. [00:37:28] Jay McBain: I talked about Salesforce, ServiceNow, Workday, et cetera. They’ve already built that seven layer model and in some cases it’s 70 layers. But the fact is, is they’re gonna wait for those SaaS layers to deliver ag agentic to them. So this is how it’s gonna play out for the next three and a half, three to five years. [00:37:45] Jay McBain: And partners are realizing that many of them were slow to pick up SaaS ’cause they didn’t resell it. Well now to win in this next three to half, three to five years, you’re gonna have to play in this environment. When you start looking out from here, the next generation, you know, kind of five through 15 years gets interesting in more of a physical sense. [00:38:06] Jay McBain: Where I was yesterday talking about every IOT device that now is internet access, starts to get access to large language models. Every little sensor, every camera, everything that’s out there starts to get smart. But there’s a point. The first trillionaire, I believe, will be created here. Elon’s already halfway there. [00:38:24] Jay McBain: Um, but when Bill Gates thought there was gonna be a PC in every home, and IBM thought they were gonna sell 10,000 to hobbyists, that created the richest person in the world for 20 years, there will be a humanoid in every home. There’s gonna be a point in time that you’re out having drinks with your friends, and somebody’s gonna say, the early adopter of your friends is gonna say. [00:38:46] Jay McBain: I haven’t done the dishes in six weeks. I haven’t done the laundry. I haven’t made my bed. I haven’t mowed the lawn. When they say that, you’re gonna say, well, how? And they’re gonna say, well, this year I didn’t buy a new car, but I went to the car dealership and I bought this. So we’re very close to the dexterity needed. [00:39:05] Jay McBain: We’ve got the large language models. Now. The chat, GPT version 10 by then is going to make an insane, and every house is gonna have one of the. [00:39:17] Jay McBain: This is the promise of ai. It’s not humanoid robots, it’s not agents. It’s this. 99% of the world’s business data has not been trained or tuned into models yet. Again, this is the slow moving business. If you want to think about the 99% of business data, every flight we’ve all taken in this room sits on a saber system that was put in place in 1964. [00:39:43] Jay McBain: Every banking transaction, we’ve all made, every withdrawal, every deposit sits on an IBM mainframe put in place in the sixties or seventies. 83% of this data sits in cold storage at the edge. It’s not ready to be moved. It’s not cleansed, it’s not, um, indexed. It’s not in any format or sitting on any infrastructure that a large language model will be able to gobble up the data. [00:40:10] Jay McBain: None of the workflows, none of the programming on top of that data is yet ready. So this is your 10 to 20 year arc of this era that chat bot today when they cancel your flight is cute. It’s empathetic, it feels bad for you, or at least it seems to, but it can’t do anything. It can’t book you the Marriott and get you an Uber and then a 5:00 AM flight the next morning. [00:40:34] Jay McBain: It can’t do any of that. But more importantly, it doesn’t know who you are. I’ve got 53 years of flights under my belt and they, I’m the person that get me within six hours of my kids and get me a one-way Hertz rental. You know, if there’s bad weather in Miami, get me to Tampa, get me a Hertz, I’m driving home, I’m gonna make it home. [00:40:56] Jay McBain: I’m not the 5:00 AM get me a hotel person. They would know that if they picked up the flights that I’ve taken in the past. Each of us are different. When you get access to the business data and you become ag agentic, everything changes. Every industry changes because of this around the customers. When you ask about this 35% growth, working on that data, working in traditional consulting and design and implementation, working in the $7 trillion of infrastructure, storage, compute, networking, that’s gonna be around, this is a massive opportunity. [00:41:30] Jay McBain: Services are gonna continue to outgrow products. Probably for the next five to 10 years because of this, and I’m gonna finish here. So we talked a lot about quantifying names, faces, places, and I think where we failed the most as ultimate partners is underneath the tam, which every one of our CEOs knows to the decimal point underneath the TAM that our board thinks they’re chasing. [00:41:59] Jay McBain: We’ve done a very poor job. Of talking about the available markets and obtainable markets underneath it, we, we’ve shown them theory. We’ve shown them a bunch of, you know, really smart stuff, and PowerPoint slides up the wazoo, but we’ve never quantified it for them. If they wanna win, if they want to get access, if they want to double their pipeline, triple their pipeline, if they wanna start winning more deals, if they wanna win deals that are three times larger, they close two times faster. [00:42:31] Jay McBain: And they renew 15% larger. They have to get into the available and obtainable markets. So just in the last couple weeks I spoke at Cribble, I spoke at Octane, I spoke at CrowdStrike Falcon. All three of those companies at the CEO level, main stage use those exact three numbers, three x, two x, 15%. That’s the language of platforms, and they’re investing millions and millions and millions of dollars on teams. [00:42:59] Jay McBain: To go build out the Sam Andal in name spaces and places. So you’ve heard me talk about these 28 moments a lot. They’re the ones that you spend when you buy a car. Some people spend one moment and they drive to the Cadillac dealership. ’cause Larry’s been, you know, taking care of the family for 50 years. [00:43:18] Jay McBain: Some people spend 50 moments like I do, watching every YouTube video and every, you know, thing on the internet. I clear the internet cover to cover. But the fact is, is every deal averages around these 28 moments. Your customer, there’s 13 members of the buying committee today. There’s seven partners and they’re buying seven things. [00:43:37] Jay McBain: There’s 27 things orchestrating inside these 28 moments. And where and how they all take place is a story of partnering. So a couple of years ago, canals. Latin for channel was acquired by amia, which is a part of Informa Tech Target, which is majority owned by Informa. All that being said, there’s hundreds of magazines that we have. [00:44:00] Jay McBain: There’s hundreds of events that we run. If somebody’s buying cybersecurity, they probably went to Black Hat or they probably went to GI Tech. One of these events we run, or one of the magazines. So we pick up these signals, these buyer intent signals as a company. Why did they wanna, um, buy a, uh, a Canals, which was a, you know, a small analyst firm around channels? [00:44:22] Jay McBain: They understood this as well. The 28 moments look a lot like this when marketers and salespeople are busy filling in the spots of every deal. And by the way, this is a real deal. AstraZeneca came in to spend millions of dollars on ASAP transformation, and you can start to see as the customer got smart. [00:44:45] Jay McBain: The eBooks, they read the podcasts, they listened to the events they went to. You start to see how this played out over the long term. But the thing we’ve never had in our industry is the light blue boxes. This deal was won and lost in December. In this particular case, NTT software won and Yash came in and sold the customer five projects. [00:45:07] Jay McBain: The millions of dollars that were going to be spent were solved here. The design and architecture work was all done here. A couple of ISVs You see in light blue came in right at the end, deal was closed in April. You see the six month cycle. But what if you could fill in every one of the 28 boxes in every single customer prospect that your sales and marketing team have? [00:45:30] Jay McBain: But here’s the brilliance of this. Those light blue boxes didn’t win the deals there. They won the deals months before that. So when NTT and Software one walked into this deal. They probably won the deal back in October and they had to go through the redlining. They had to go through the contracting, they had to go through all the stuff and the Gantt chart to get started. [00:45:54] Jay McBain: But while your CMO is getting all excited about somebody reading an ebook and triggering an MQL that the sales team doesn’t want, ’cause it’s not qualified, it’s not sales qualified, you walk in and say, no, no. This is a multimillion deal, dollar deal. It’s AstraZeneca. I know the five partners that are coming in in December to solidify the seven layers, and you’re walking in at the same time as the CMOs bragging about an ebook. [00:46:21] Jay McBain: This changes everything. If we could get to this level of data about every dollar of our tam, we not only outgrow our competitors, we become the platforms of the next generation. Partnering and ultimate partnering is all here. And this is what we’re doing in this room. This is what we’re doing over these couple of days, and this is what, uh, the mission that Vince is leading. [00:46:43] Jay McBain: Thank you so much. [00:46:47] Vince Menzione: Woo. Day in the house. Good to see you my friend. Good to see you. Oh, we’re gonna spend a couple minutes. Um, I’m put you in the second seat. We’re gonna put, we’re gonna make it sit fireside for a minute. Uh, that was intense. It was pretty incredible actually, Jay. And so I’m, I think I wanna open it up ’cause we only have a few minutes just to, any questions? [00:47:06] Vince Menzione: I’m sure people are just digesting. We already have one up here. See, [00:47:09] Question: Jay knows I’m [00:47:10] Vince Menzione: a question. I love it. We, I don’t think we have any I can grab a mic, a roving mic. I could be a roving mic person. Hold on. We can do this. This is not on. [00:47:25] Vince Menzione: Test, test. Yes it is. Yeah. [00:47:26] Question: Theresa Carriol dared me to ask a question and I say, you don’t have to dare me. You know, I’m going to Anyway. Um, so Jay, of the point of view that with all of the new AI players that strategic alliances is again having a moment, and I was curious your point of view on what you’re seeing around this emergence and trend of strategic alliances and strategic alliance management. [00:47:52] Question: As compared to channel management. And what are you seeing in terms of large vendors like AWS investing in that strategic alliance role versus that channel role training, enablement, measurement, all that good stuff? [00:48:06] Jay McBain: Yeah, it’s, it’s a great question. So when I told the story about toast at the restaurant or Square or Clover, they’re not call, they’re not gonna call open AI or Nvidia themselves either. [00:48:17] Jay McBain: When you look out at the 250,000 ISVs. That make up this AI stack, there is the layers that happen there. So the Alliance with AWS, the alliance they have with Microsoft or Google is going to be how they generate agent AI in their platforms. So when I talk about a seven layer stack, the average deal being seven layers, AI is gonna drive this to nine, and then 11, then probably 13. [00:48:44] Jay McBain: So in terms of how alliances work, I had it up there as one of the five core strategies, and I think it’s pretty even. You can have the best alliances in the world, but if the seven partners trusted by the customer don’t know what that alliance is and the benefits to the customer and never mention it, it’s all for Naugh. [00:49:00] Jay McBain: If you’re go-to market, you’re co-selling, your co-marketing strategies are not built around that alliance. It’s all for naught. If the integration and the co-innovation, the co-development, the all the co-creation work that’s done inside these alliances isn’t translated to customer outcomes, it’s all for naugh. [00:49:17] Jay McBain: These are all five parallel swim lanes. All five are absolutely critically needed. And I think they’re all five pretty equally weighted in terms of needing each other. Yes. To be successful in the era of platforms. Yeah. [00:49:32] Vince Menzione: And the problem is they’re all stove pipe today. If, if at all. Yeah. Maintained, right. [00:49:36] Vince Menzione: Alliances is an example. Channels and other example. They don’t talk to one another. Judge any, we’ve got a mic up here if anybody else has. Yep. We have some questions here, Jacqueline. [00:49:51] Question: So when we’re developing our channel programs, any advice on, you know, what’s the shift that we should make six months from now, a year from now? The historical has been bronze, silver, gold, right? And you’ve got your deal registration, but what’s the future look like? [00:50:05] Jay McBain: Yeah, so I mean, the programs are, are changing to, to the point where the customer should be in the middle and realizing the seven partners you need to win the deal. [00:50:15] Jay McBain: And depending on what category of product you’re in, security, how much you rely on resell, 91.6%. You know, the channel partners are gonna be critical where the customer spends the money. And if you’re adding friction to that process, you’re adding friction in terms of your growth. So you know, if you’re in cybersecurity, you have to have a pretty wide open reseller model. [00:50:39] Jay McBain: You have to have a wide open distribution model, and you have to make sure you’re there at that point of sale. While at the same time, considering the other six partners at moment 12 who are in either saying nice things about you or not, the customer might even be starting with you. ’cause there is actually one thing that I didn’t mention when I showed the 28 moments filled in. [00:51:00] Jay McBain: You’ll notice that the customer went to AWS twice direct. AWS lost the deal. Microsoft won the deal software. One is Microsoft’s biggest reseller in the world. They just acquired crayon. NTT who, who loves both had their Microsoft team go in. [00:51:18] Question: Mm. [00:51:19] Jay McBain: So I think that they went to AWS thinking it was A-W-S-S-A-P, you know, kind of starting this seven layer stack. [00:51:25] Jay McBain: I think they finished those, you know, critical moments in the middle looking at it. And then they went back to AWS kind of going probably WWTF. Yeah. What we thought was happening isn’t actually the outcome that was painted by our most trusted people. So, you know, to answer your question, listen to your partners. [00:51:43] Jay McBain: They want to be recognized for the other things they’re doing. You can’t be spending a hundred percent of the dollars at the point of sale. You gotta have a point of system that recognizes the point of sale, maybe even gold, silver, bronze, but recognizing that you’re paying for these other moments as well. [00:51:57] Jay McBain: Paying for alliances, paying for integrations and everything else, uh, in the cyber stack. And, um, you know, recognizing also the top 1000. So if I took your tam. And I overlaid those thousand logos. I would be walking into 2026 the best I could of showing my company logo by logo, where 80% of our TAM sits as wallet share, not by revenue. [00:52:25] Jay McBain: Remember, a million dollar partner is not a million dollar partner. One of them sells 1.2 million in our category. We should buy them a baseball cap and have ’em sit in the front row of our event. One of them sells $10 million and only sells our stuff if the customer asks. So my company should be looking at that $9 million opportunity and making sure my programs are writing the checks and my coverage. [00:52:48] Jay McBain: My capacity and capability planning is getting obsessed over that $9 million. My farmers can go over there, my hunters can go over here, and I should be submitting a list of a thousand sorted in descending order of opportunity. Of where my company can write program dollars into. [00:53:07] Vince Menzione: Great answer. All right. I, I do wanna be cognizant of time and the, all the other sessions we have. [00:53:14] Vince Menzione: So we’ll just take one other question if there are any here and if not, we’ll let I know. Jay, you’re gonna be mingling around for a little while before your flight. I’m [00:53:21] Jay McBain: here the whole day. [00:53:22] Vince Menzione: You, you’re the whole day. I see that Jay’s here the whole day. So if you have any other questions and, and, uh, sharing the deck is that. [00:53:29] Vince Menzione: Yep. Alright. We have permission to share the deck with the each of you as well. [00:53:34] Jay McBain: Alright, well thank you very much everyone. Jay. Great to have you.

Get Sam's AI Executive Coach Playbook - his exact system for everything from revenue optimization to life decisions: https://clickhubspot.com/dhn Episode 778: Sam Parr ( ⁠https://x.com/theSamParr⁠ ) talks to Brian Halligan ( https://x.com/bhalligan ) about the highs and lows of building HubSpot.  — Show Notes: (0:00) Are you happy? (2:57) Does it ever stop sucking? (5:18) Do you have imposter syndrome? (6:55) Were the trade offs worth it? (11:53) Is AI a bubble? (14:47) Do you have to be liked? (17:02) What would you do if you had to start over? (29:36) What did you get wrong? — Links: • Marketing Lessons From The Grateful Dead - https://tinyurl.com/ydmyh6f9  — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com  • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano //

Most sales outreach blends into the noise not because sellers lack effort, but because they approach prospects the same way everyone else does. In this episode, Ashley Winston breaks down why traditional outreach tactics fall flat and how sales professionals can stand out by leading with relevance, clarity, and genuine curiosity. We explore how to create conversations that feel natural, human, and worth responding to.Why Prospects Ignore Most Sales Outreach (00:02:10 – 00:03:35)Ashley explains that buyers aren't ignoring messages because they're rude, they're overwhelmed.Generic outreach, vague value statements, and self-focused messaging give prospects no reason to engage.The real issue isn't volume, it's relevance.The Biggest Mistake Salespeople Make in Messaging (00:03:35 – 00:05:10)Most outreach talks about the seller instead of the buyer.Ashley shares why messaging that leads with credentials, features, or company history immediately creates disengagement.Prospects care less about who you are and more about whether you understand them.How to Personalize Without Overcomplicating It (00:05:10 – 00:06:55)Personalization doesn't mean writing long messages.Ashley explains how small signals like role relevance, timing, and context, dramatically increase response rates without extra effort.Relevance beats creativity every time.Using Curiosity Instead of Pressure (00:06:55 – 00:08:30)Rather than pushing meetings, Ashley encourages sellers to spark curiosity.Open-ended questions invite conversation and reduce resistance, making prospects feel in control instead of sold to.Pressure ends conversations. Curiosity starts them.How to Earn Replies Without Chasing Prospects (00:08:30 – 00:10:05)Ashley breaks down why follow-ups fail when there's no value added.Each touchpoint should introduce a new insight, observation, or reason to respond not just “checking in.”Silence is feedback. Adjust accordingly.What High-Performing Sellers Do Differently (00:10:05 – 00:12:10)Top performers focus on quality conversations, not activity metrics.Ashley explains how intentional outreach, patience, and consistency lead to better pipeline health and stronger relationships.Selling is about connection, not coercion.Key Lesson: Make It About Them, Not You (00:12:10 – 00:13:55)When outreach is centered on the buyer's world, challenges, and priorities, responses come naturally.Sales success comes from empathy, relevance, and respect, not persistence alone.“If your message doesn't immediately answer ‘Why should I care?', it won't get a reply.” – Ashley WinstonResourcesWant help applying these strategies directly to your pipeline and hitting your quota?Join The Sales Evangelist Mastermind, a 90-day program designed to help you close more deals and hit your number.Learn more at thesalesevangelist.com/mastermindSponsorship OffersThis episode is brought to you in part by HubSpot.With HubSpot Sales Hub, your data, tools, and teams come together on one platform to help you close deals faster. Try it at hubspot.com/sales.This episode is brought to you in part by LinkedIn.Tired of prospects not responding? Get a free 60-day trial of LinkedIn Sales Navigator at linkedin.com/tse.This episode is brought to you in part by the TSE Sales Foundation.Improve your LinkedIn outreach and land 3–5 appointments with our LinkedIn Prospecting Course.Visit

Joe and Robert kick off their annual predictions episode by grading last year's forecasts using ChatGPT. They revisit what hit, what missed, and why context often ruins otherwise solid predictions. Along the way, they discuss AI's uneven progress, platform power shifts, crypto hype, nostalgia marketing, podcast attrition, and the growing tension between tech optimism and cultural fatigue. The episode closes with fresh predictions spanning marketing, media, sports, and culture. Key Topics and Takeaways 2025 Predictions Reviewed (with AI grading) BlueSky stalls while X stabilizes and improves monetization TikTok avoids a ban and continues to grow despite regulatory pressure AI image tools (including early Sora) underwhelm initially Bitcoin fails to hit $200K despite strong institutional momentum Generative AI stumbles, but without a single catastrophic "AI Chernobyl" Online sports gambling faces increased scrutiny and structural pullbacks Podcast attrition accelerates quietly ("pod fading") Major brands lean hard into nostalgia as a hedge against AI sameness One major political prediction completely misses 2026 Prediction Overview Joe goes deep into the importance of email as an indication of humanity and states that the reply rate will be the key KPI for email moving forward. In addition, he makes big bets on: - Famous creators stopping their channels - Elon Musk's net worth at the end of the year - Apple buying Disney Robert believes that AI strategy will no longer be in vogue, and marketers will stop using it altogether because AI will be integrated into everything. Robert also discusses "the Mamdani effect" and how it will take over the election process. Tune in to the episode to get all the predictions right up to the very last minute.  Subscribe and Follow: Follow Joe Pulizzi and Robert Rose on LinkedIn for insights, hot takes, and weekly updates from the world of content and marketing.  ------- This week's sponsor: Did you know that most businesses only use 20% of their data? That's like reading a book with most of the pages torn out. Point is, you miss a lot. Unless you use HubSpot. Their customer platform gives you access to the data you need to grow your business. The insights trapped in emails, call logs, and transcripts.  All that unstructured data that makes all the difference. Because when you know more, you grow more. 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 http://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

This summer we're curating your playlist with some of our favourite episodes of BIZ - our podcast that gets your work life sorted! This episode will demolish everything you thought you knew about mentorship. Our career coaches Michelle Battersby and Soph Hirst will let you in on a fresh approach to professional development, moving away from the traditional "one perfect mentor" model to a more flexible, inclusive strategy - think less marriage proposal, more dating. Plus you’ll hear the five-sentence email template that's going to help you land that dream mentor conversation. Sign up to the BIZ newsletter here Listen to more BIZ here.THE END BITSSupport independent women's media.Follow the Biz Instagram, Michelle’s startup Sunroom and Soph’s career coaching business Workbaby.If you wanna see three of our favourite girl bosses in action, Mamamia Out Loud is going on tour! Jessie, Mia, Holly and BIZ’s own Em Vernem are heading to Perth, Brisbane, Melbourne and Sydney in May to celebrate 10 years of Australia’s #1 women’s podcast. Buy tickets to The Mamamia Out Loud LIVE ALL OR NOTHING TOUR here.Got a work life dilemma? Send us all the questions you definitely can't ask your boss for our Biz Inbox episodes - send us a voice note or email us at podcast@mamamia.com.au.If you would like to participate in our brand uplift study for Hubspot for a chance t win $50, click HEREHOSTS: Michelle Battersby, Soph Hirst and Em VernemEXEC PRODUCER: Kimberly BraddishAUDIO PRODUCER: Leah Porges Mamamia acknowledges the Traditional Owners of the Land we have recorded this podcast on, the Gadigal people of the Eora Nation. We pay our respects to their Elders past and present, and extend that respect to all Aboriginal and Torres Strait Islander cultures.https://www.mamamia.com.au/mplus/: https://www.mamamia.com.au/See omnystudio.com/listener for privacy information.

This summer we're curating your playlist with some of our favourite episodes of BIZ - our podcast that gets your work life sorted! This episode will completely transform how you'll think about managing your time, as we deep dive into the often misunderstood practice of time blocking with productivity expert Deb Ho.If you’ve ever felt overwhelmed by your to-do list or struggled to focus on deep work; join Em Vernem, Michelle Battersby and Soph Hirst to learn practical solutions that don't require you to become a "productivity robot". And if you’re time blocking skeptic or have tried and abandoned it before, this episode will give you the clear, precise direction you need to transform your workday. Trust us, you’ll soon understand why you need to be spending more time in your calendar than your inbox! Check out Deb Ho’s amazing Time Block Planner and other Productivity Resources.Sign up to the BIZ newsletter here Listen to more BIZ here.THE END BITSSupport independent women's media.Follow the Biz Instagram, Michelle’s startup Sunroom and Soph’s career coaching business Workbaby.Got a work life dilemma? Send us all the questions you definitely can't ask your boss for our Biz Inbox episodes - send us a voice note or email us at podcast@mamamia.com.au. You can remain anon!If you would like to participate in our brand uplift study for Hubspot for a chance t win $50, click HERE.HOSTS: Michelle Battersby, Soph Hirst and Em VernemEXEC PRODUCER: Kimberly BraddishAUDIO PRODUCER: Leah Porges Mamamia acknowledges the Traditional Owners of the Land we have recorded this podcast on, the Gadigal people of the Eora Nation. We pay our respects to their Elders past and present, and extend that respect to all Aboriginal and Torres Strait Islander cultures.https://www.mamamia.com.au/mplus/: https://www.mamamia.com.au/See omnystudio.com/listener for privacy information.

Here's a problem that'll make your head spin: What do you do when you can sell way more than your company can produce? That's the question posed by Dylan Noah from Toronto. Dylan sells craft cider to bars and restaurants across his territory. He's the only salesperson for a small producer, working with limited tools (no proper CRM), and here's the kicker: he could sell a million dollars' worth of product, but production isn't enough to meet that demand. If you're shaking your head thinking this is a champagne problem, you're half right. But for Dylan trying to hit his income goals through commissions, it's a real constraint that's costing him money every single day. The CRM Obsession Is a Distraction Let's tackle the first issue head on. Dylan is worried he doesn't have the right CRM tools to manage his accounts and hit his numbers. Here's the brutal truth: at one point in time, salespeople sold a lot of cider, beer, wine, liquor, and all kinds of other stuff without any CRM at all. They used index cards in a box. They had lists on paper. And they crushed it. You're a small business with one salesperson working with 3,000 to 7,000 potential accounts in your territory. The last thing you should worry about right now is a $40,000 CRM system. Could you use automation for email sequences and promotions? Absolutely. Should you eventually invest in something like HubSpot or Pipedrive? Yes. But right now, what you need is a simple system to identify your best accounts and focus your time there. You're not going to hit $1 million across 3,000 accounts. You're going to hit it across 500 accounts that are the biggest restaurants and bars, where they like you, their customers like cider, and where you can create events and experiences that spike sales. Use a spreadsheet. Use index cards. Use whatever basic tool you've got right now. Create a 30-60-90 day system where you know who you're calling on in the next 30 days, the next 60 days, and the next 90 days. Build a list of your top 250 accounts that buy the most from you. That's where you live. Stop obsessing over tools you don't have and start maximizing the opportunity in front of you. Scarcity Is Your Secret Weapon This brings us to the real issue: production capacity. Dylan can sell it, but his company can't make enough of it. The bourbon distillers in America are dealing with this exact problem right now. They ramped up production years ago based on projected demand, and now they're sitting on excess inventory that's aging out. It's a delicate balance, and if you make too much, it goes bad and you lose everything. Here's what most salespeople don't understand about scarcity: it's actually a competitive advantage if you manage it right. When you have limited product, you're always going to be in an ebb and flow situation. Sometimes you'll have an abundance of one product type. Sometimes you'll have high demand products in short supply. The key is building a system that lets you move fast when opportunity strikes. This is where building buying profiles for every single customer becomes essential. You need to know which accounts buy which types of products, what their purchase patterns look like, and what their potential is (high, medium, or low). Think about it like your account coverage pyramid. When you have product available, you start at the top with your highest value accounts and work your way down. You're not treating all 150 accounts the same. You're prioritizing based on potential. When you have an abundance of one product type, you go directly to the customers who buy that product and say, "Hey, I've got product right now. Do you want to buy?" You can run specials. You can offer incentives (within legal limits). You move it fast. When your high demand products come in, you call your best accounts first and say, "I've got ten cases of this. I'm calling you first. How many do you want?" Then you go down your list. Most of the time, you'll sell out before you even leave your office. But if you've got 150 accounts and you're treating them all the same, it gets overwhelming fast. Segment them. Prioritize them. Work them strategically. Making Your Number When You Can't Control Supply The income issue is where this gets really interesting. Dylan wants to double his sales and earn more commissions, but he can't because the company keeps running out of product. Here's my take: if you're supposed to sell $1.5 million but your company only produces $750,000 worth of product that you could sell, they should pay you for the $1.5 million. Production was the reason you couldn't make your number, not your sales ability. Now, I know there are people in operations reading this who are going to say I'm full of it. But from a sales standpoint, if you've sold out of everything available, you've done your job. The constraint isn't you, it's production capacity. That's a hard conversation to have with ownership, I get it. But here's how you make that case: sell out of the other stuff that people don't want as much. Figure out how to move all of it. Put yourself in a position where you own the moral high ground when it comes to sales performance. If you do that and they still can't or won't pay you for what you could have sold, then you've got a decision to make. But at least you'll have learned how to sell in a resource-constrained environment, how to build relationships, how to manage your territory, and how to work a manual system. Those are skills that transfer to any sales role, especially ones that give you all the bells and whistles and unlimited product to sell. The Power of Old School Discipline Let's go back to 1985 for a minute. In 1985, you would have had a Rolodex with tabs for H (high potential), M (medium potential), and L (low potential) accounts. When product came in, you'd open to H, pull out the cards, and start dialing. "I've got ten cases of your favorite cider. I'm calling you first. How many do you want?" If they don't want any, click. Next card. By the time you hit the tenth account, you're usually sold out. That's the power of segmentation combined with discipline. Systems beat moods. Sequence beats sporadic effort. Process creates momentum. You don't need fancy technology to do this. You need clear priorities, good segmentation, and the discipline to work your system consistently. The Bottom Line If you're in Dylan's situation with limited tools and limited product, here's your game plan: Stop worrying about what you don't have and focus on maximizing what you do have. Build a simple segmentation system using whatever tools are available. Create detailed buying profiles for all your accounts so you know exactly who to call when specific products become available. Work your account coverage pyramid from top to bottom, always prioritizing your highest value customers. Sell out of everything, even the less popular products, so you have leverage when talking to ownership about compensation. The reality is that most sales challenges aren't about having the perfect tools or unlimited resources. They're about having the discipline to work a proven system consistently, even when conditions aren't ideal. That's how you win in sales. That's how you hit your numbers. And that's how you build a foundation of skills that will serve you for your entire career, whether you stay in a resource constrained environment or move to a role where the sky's the limit. Ready to master the fundamentals of prospecting and account management? Check out Jeb Blount's latest book with Brynne Tillman, The LinkedIn Edge, and learn how to build systematic, relationship-driven sales processes that work in any environment.

In this episode, Brian Balfour (Founder & CEO @ Reforge) deconstructs the two core, interconnected challenges leaders face in the AI age: deciding what to build and evolving the Engineering, Product, Design workflow to deliver it. We cover why you should avoid “the local maxima trap” and siphon off "skunkworks" teams to take high-risk, AI-native bets. Brian provides the blueprint for the "Great Distribution Shift," detailing how to reshape your product from the ground up to avoid being left behind as platforms close, and how to emerge as a winner in the new AI landscape. Plus, learn how to rethink what to build, avoid commoditization, compress product discovery from weeks to hours, scale feature variations & prototypes, evolve products to solve harder classes of problems and shift specialist roles from "inboxes" to system builders. ABOUT BRIAN BALFOURBrian Balfour is the Founder & CEO of Reforge, which provides expert training and tools for AI-native product teams. Previously, he served as VP of Growth at HubSpot, spearheading launches like HubSpot CRM and building the growth team that propelled the company's next chapter. This episode is brought to you by Span!Span is the AI-native developer intelligence platform bringing clarity to engineering organizations with a holistic, human-centered approach to developer productivity.If you want a complete picture of your engineering impact and health, drive high performance, and make smarter business decisions…Go to Span.app to learn more! SHOW NOTES:Brian's reaction to the 5:1 gap between AI coding usage and actual product quality challenges (1:57)Why your system only goes as fast as the slowest part, and how hyper-optimizing engineering moves bottlenecks elsewhere (4:53)The "Local Maxima" trap: Why turning designers and PMs into mediocre developers is a waste of opportunity cost (6:04)Siphoning off "Skunkworks" Teams for AI-Native Innovation (7:53)Moving from exploring two solution paths to ten by simulating "product reps" through AI prototyping (13:24)Reforge's AI-native suite (Build + Research): Scaling prototypes, feature variations and compressing product discovery & validation from weeks to hours (15:43)Case Study: How Captions evolved to solve harder classes of problems, using a creator-tool wedge to fund custom AI emotion-models for the media studio market (19:54)Case Study: How Shopify reframed support agents as multimodal "Business Advisors" to provide outsized value (22:24)Navigating the great distribution shift: Understanding the lifecycle from open platforms to closed ecosystems (25:10)The lifecycle of distribution shifts: Navigating the "Open Phase" growth to "Closed Phase" monetization w/ examples from Facebook, Google, and Apple (29:30)OpenAI, memory & context as moat, and why you need to reshape your product from the ground up to win in this distribution shift (31:16)Strategic de-risking for EPD leaders: Building proprietary moats through memory, context, and specialized workflows (32:51)Optimizing EPD workflows and structures: Separate high-risk "skunkworks" from core product optimization, lean cross-functional teams for faster iteration / decisions, and avoiding too many specialized roles (35:25)Dissolving the "Octagon of Specialists": Shifting researchers and PMMs from "inboxes" to builders of self-serve systems (36:57)The five types of product work and why there is no "one-size-fits-all" system for EPD (41:25)Rapid fire questions (43:25)LINKS AND RESOURCESAbout Reforge: Expert training & AI-powered tools for product teamsReforge Build: The prototyping tool discussed for exploring multiple feature variations without designer constraints.Reforge Research: The AI-interviewer tool used to compress user discovery and validation from weeks to hours.Reforge Insights: The platform that aggregates qualitative customer feedback into a self-serve system for EPD teams.Brian Balfour's Research & FrameworksBrianBalfour.com: Brian's personal blog featuring deep dives into growth and product strategy.The Next Great Distribution Shift: The foundational article explaining the lifecycle of open vs. closed platforms.The Four Fits Framework: A refresher on the system of Product-Market Fit, Product-Channel Fit, Channel-Model Fit, and Model-Market Fit.Reforge Strategic Deep DivesAI Disruption Risk Assessment: A guide for engineering leaders to determine if their product is at risk of being commoditized.Product-Market Fit (PMF) Collapse: How to identify and avoid the risk of your core product losing relevance in the AI era.MentionsInvest Like the Best podcastThis episode wouldn't have been possible without the help of our incredible production team:Patrick Gallagher - Producer & Co-HostJerry Li - Co-HostNoah Olberding - Associate Producer, Audio & Video Editor https://www.linkedin.com/in/noah-olberding/Dan Overheim - Audio Engineer, Dan's also an avid 3D printer - https://www.bnd3d.com/Ellie Coggins Angus - Copywriter, Check out her other work at https://elliecoggins.com/about/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Show Notes: Isa D'Elia, co-founder of GoalBridge, an AI startup in stealth mode opens the conversation with a brief overview of her background, mentioning she was at Amazon for five years and her co-founder, Vedant, was a software engineer at a financial institution in India. The Origin Story of GoalBridge Isa met her business partner in Berkeley Haas Business school. Through many discussions, they identified a problem in the consulting industry where consultants spent too much time on admin and manual work. They saw an opportunity to use AI to automate these tasks, leading to the creation of GoalBridge. Isa describes how they started working on GoalBridge, entering accelerators, and doing pivots. GoalBridge Iterations They found a design partner who needed a solution to discover their work within SharePoint, Google Drive, CRM, and email. GoalBridge's first iteration was a search AI agent that taps into various platforms to understand the context of engagements. The tool is called "building the brain of a firm" and has been tested with clients, leading to the development of additional agents. Isa introduces the first agent they built, a proposal building agent, which focuses on storyboarding proposals. Dealing with Non-billable Work Streams Consultants often complain about the tediousness of writing proposals, which are non-billable work streams. The agent helps create cohesive stories for proposals by using information from various sources and allowing iterations. They have a roadmap of additional agents to help consultants focus on strategy work rather than manual tasks. GoalBridge's Ideal Customer Profile When asked about the ideal customer profile for GoalBridge, Isa confirms they are targeting SMBs and tier two consulting firms, as larger firms have the resources to build their own tools. Currently, they have signed letters of intent with larger firms, indicating interest in their solution. The tool is designed to help consultants tap into strategy more effectively by automating manual tasks. Goalbridge's Access to Data The conversation turns to the limitations of GoalBridge in terms of access to data. Isa explains that the tool only accesses data that the user has access to, such as their email and specific folders in Google Drive or SharePoint. The tool acts as an AI agent that can quickly scan and understand the context of the data the user has access to. She talks about the challenges of accessing data that is not organized in SharePoint or Google Drive, such as emails. AI Agent that Writes Case Studies and Compendiums Isa introduces the project closeout agent, which helps partners extract and share information, write case studies and compendiums for projects. The agent anonymizes data and creates a cohesive story from various sources, including emails. This agent addresses the issue of knowledge management being left to good intentions and helps capture project context. The closeout agent can also be used for older projects. Demonstrating GoalBridge Isa shows the tool's interface, which includes a project creation feature, a chat dialog box for queries, and a files tab for uploading documents.   The tool can tap into various platforms like SharePoint, Google Drive, and CRM systems, with current integrations for HubSpot and Salesforce. They talk about the tool's ability to find examples of old projects and provide feedback on proposals. Isa explains the limitations of GoalBridge in terms of access to data. The tool only accesses data that the user has access to, such as their email and specific folders in Google Drive or SharePoint. The tool acts as an AI agent that can quickly scan and understand the context of the data the user has access to. She also talks about the challenges of accessing data that is not organized in SharePoint or Google Drive, such as emails. Primary Use Cases for GoalBridge Isa outlines the primary use cases for GoalBridge, including partners finding examples of old projects, engagement managers leveraging formatting, and associates copying slides. They discuss the potential for the tool to create PowerPoint presentations and provide feedback on them. Isa mentions future agents in the roadmap, such as a case study writing agent and a pricing strategy agent. The tool is designed to help consultants at all levels by automating manual tasks and improving the quality of their work. Security Concerns and Data Privacy On the issue of security and data privacy when giving external firms access to sensitive data, Isa explains that they have a separate server hosting client data, ensuring it is secure and not accessible by other clients. They are working on SOC 2 certification to further assure clients of their security measures. The tool does not train on client data, ensuring IP is protected and not used for other purposes. When it comes to pricing, Isa mentions their willingness to discuss pricing on a case-by-case basis. Timestamps: 00:02: GoalBridge AI Startup Introduction 02:19: Development and Initial Success of GoalBridge 03:36: Proposal Building Agent and Future Plans 05:59: Target Market and Ideal Customer Profile 09:20:Privacy and Access Limitations 11:25: Project Closeout Agent and Additional Use Cases 15:58: Demonstration of GoalBridge Tool 21:57: Primary Use Cases and Future Agents 22:55: Security and Data Privacy Links: Website: www.GoalBridge.ai Email: isa@GoalBridge.ai   This episode on Umbrex: https://umbrex.com/unleashed/episode-629-isa-deila-co-founder-of-goalbridge/ 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. *AI generated timestamps and show notes.    

If you're not getting cited by ChatGPT, your “AI SEO” strategy isn't working, no matter what your dashboards say. Most of it is observability theater: dashboards, charts, synthetic prompts — and zero actual placement.In this episode, we chat with Shawn Schneider, founder of Eldil AI, about what actually determines whether your company shows up in ChatGPT answers. The short answer: LLMs don't reward more content, clever prompts, or prettier dashboards. They reward a small set of trusted third-party sources — and most brands aren't mentioned in any of them.Shawn breaks down why observability alone creates a false sense of progress, how to identify the specific citations that dominate your category, and how to turn that insight into real placements through outreach and negotiation. We also unpack why Google Search Console is still the best signal we have for AI-driven queries, how to prioritize the one citation that actually matters, and what the first 30–90 days can look like when you do this correctly.GuestShawn Schneider — founder of Eldil AI, a GEO / AI SEO platform focused on identifying and securing the citations LLMs rely on most; helps brands and agencies win visibility in ChatGPT by targeting the power-law sources that shape AI answers.Guest LinksLinkedIn: https://www.linkedin.com/in/shawn-schneider-61b2b5207/ Company Website: https://www.eldil.ai/What You'll LearnWhy most GEO / AI SEO observability tools are meaningless without actual placements The only thing that reliably improves AI search visibility: citation placementsHow to use Google Search Console to surface AI fan-out queriesWhy synthetic prompt data is still unreliable (and what to trust instead)The power law of citations: why only 1–3 sources actually matterHow Eldil turns citation discovery into outreach and negotiated placementsWhat 30–90 days can look like when you secure the right citationWhich industries should invest heavily — and which should ignore this for nowWhy ChatGPT dominates referral traffic compared to other LLMsWhat happens when ads arrive inside AI search resultsTimestamps00:00 — GEO, AI SEO, AEO: noise vs. reality00:21 — Why observability tools don't move the needle03:55 — Where GEO tools get their data (and why it's messy)07:16 — Using Google Search Console as a prompt proxy09:40 — The three pillars: technical, content, authority12:07 — Citations as the dominant ranking lever13:07 — The power law: thousands of citations, one winner19:07 — How fast results actually show up20:39 — When building your own citation content makes sense30:41 — Which business models win with GEO37:11 — ChatGPT ads and the future of AI search41:32 — Where to find Shawn and closing thoughts Key Topics & Ideas1. Why dashboards feel good but don't create outcomes.Most tools are essentially “Google Analytics for LLMs”ChatGPT referrals rise naturally as usage increasesCharts go up even if you do nothingWithout placements, observability is just vanity2. The three common approaches in the market today:Guessing prompts with LLMsClickstream data sourced from Chrome extensions and brokersSynthetic prompts without transparencyEldil uses Google Search Console + Analytics as the best available proxy for real intent.3. How to spot AI-generated fan-out queries:50+ character queriesHigh impressionsLow or zero clicksThese often represent LLMs expanding short prompts into long-form searches.4. The three pillars: Technical, Content, AuthorityTechnical — can an LLM crawl and understand your site?Content — does useful information exist?Authority — does anyone credible back it up?Authority is the multiplier most teams ignore.5. What actually shapes AI answers:Citations are not backlinks, they are semantic explanationsLLMs repeatedly return to the same trusted sourcesThird-party listicles and niche blogs dominate citation share6. The Power Law of Citations10k–15k citations may exist200–300 matter1–3 actually move the needleIf you're not in those, content volume won't save you.7. The real workflow:Identify high-value customer questionsExtract dominant citationsRank them by weightContact site ownersNegotiate placementMonitor AI visibility and referral trafficThis is where most tools stop — and where Eldil focuses.8. How many placements do you need?Surprisingly few.You don't need 100 placementsYou need the right oneThen expand into adjacent verticalsThis is concentrated betting, not spray-and-pray SEO.9. Why GEO feels different from traditional SEO:You are inserting into sources that already rankChanges can show up in weeks, not yearsMeaningful referral growth often appears within ~60–90 days10. Who Should (and Shouldn't) Do ThisBest fit:High-ACV B2B SaaSLong buying cyclesHigh-LTV e-commerce (supplements, skincare)ICPs that already live in ChatGPTIf your customers do not use LLMs yet, start elsewhere.11. Why ChatGPT is the main eventBased on Eldil's data:ChatGPT referrals dwarf Perplexity and othersFor most companies, this is where focus belongsSmaller channels still matter for high-ticket sales12. What's coming nextPaid placements inside LLMsOrganic plus paid becoming a one-two punchCitation inventory getting expensive fastThe window for cheap dominance will not last.SponsorToday's episode is brought to you by Graphed – an AI data analyst & BI platform.With Graphed you can:Connect data like GA4, Facebook Ads, HubSpot, Google Ads, Search Console, AmplitudeBuild interactive dashboards just by chatting (no Looker Studio/Tableau learning curve)Use it as your ETL + data warehouse + BI layer in one placeAsk:“Build me a stacked bar chart of new users vs. all users over time from GA4”…and Graphed just builds it for you.

314 | In this episode, Dmitry Shamis sits down with Dave to break down how Dave writes—the process behind emails, newsletters, landing pages, and posts that get attention. They talk about why Dave starts with the hook, why editing matters more than writing, and why most B2B marketing fails by trying to say too much. Dave also shares how podcasting shaped his thinking, why formatting is underrated, how he decides when something is “done,” and why shipping beats waiting for perfection. If you want to learn more behind Dave's writing, creation, and marketing this episode is a great one for you; Dave shares a bunch of his behind the scenes style that he's not shared on the podcast before.What's Your Process? is hosted by Dmitry Shamis—co-founder of OhSnap!, former Head of Brand and Creative at HubSpot, and one of the early pioneers of self-service brand systems for B2B tech. The show is an in-depth look at the processes behind top marketers, with past guests including Jess Cook, Ross Simmonds, Eddie Shleyner, Lashay Lewis, and Melissa Rosenthal.Timestamps(00:00) - – Why this conversation matters (05:38) - – Dave's background and path into marketing (09:53) - – What Dave is world-class at (and why copy is the leverage) (14:28) - – Why hooks come first and editing beats writing (19:48) - – How podcasting sharpened Dave's instincts (25:18) - – Formatting, focus, and making writing easier to read (32:35) - – Deciding when something is “done” and when to ship (39:05) - – Why most B2B marketing fails by trying to say too much (45:50) - – Raising the bar, big bets, and making hard leadership calls Join 50,0000 people who get our Exit Five Newsletter here: https://www.exitfive.com/newsletterLearn more about Exit Five's private marketing community: https://www.exitfive.com/***Today's episode is brought to you by Knak.Email (in my humble opinion) is the still the greatest marketing channel of all-time.It's the only way you can truly “own” your audience.But when it comes to building the emails - if you've ever tried building an email in an enterprise marketing automation platform, you know how painful it can be. Templates are too rigid, editing code can break things and the whole process just takes forever. That's why we love Knak here at Exit Five. Knak a no-code email platform that makes it easy to create on-brand, high-performing emails - without the bottlenecks.Frustrated by clunky email builders? You need Knak.Tired of ‘hoping' the email you sent looks good across all devices? Just test in Knak first.Big team making it hard to collaborate and get approvals? Definitely Knak.And the best part? Everything takes a fraction of the time.See Knak in action at knak.com/exit-five. Or just let them know you heard about Knak on Exit Five.***Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.They give you unlimited podcast editing and strategy for your B2B podcast.Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.Visit hatch.fm to learn more

20-25 Minuten Zeitersparnis pro Lead. Klingt gut? Ist es auch. In diesem Interview spreche ich mit Sascha und Marc – den Bell-Brüder – über das Thema, das viele Unternehmer falsch machen: CRM-Systeme richtig nutzen. Nicht nur haben, sondern richtig nutzen. Mit KI. Mit KI-Agents. Mit Automatisierung.Die Wahrheit ist: Die meisten Unternehmer fahren einen Porsche 911 Turbo im ersten Gang. Sie haben Hubspot, Salesforce oder ein anderes CRM – aber sie nutzen vielleicht 10 % der Möglichkeiten. Und das kostet Geld. Jeden Tag.In diesem Interview erfährst du:

Revenue teams are dealing with more tools, more data, more automation - and more pressure - than ever before. Growth isn't just about selling better anymore. It's about how the entire revenue engine actually works.For the first time, RevOps isn't a background function — it's shaping how companies grow, scale, and make decisions.In this episode of the Belkins Podcast, Michael Maximoff sits down with Jen Igartua, Founder & CEO of Go Nimbly, to unpack what's really happening inside modern revenue organizations — and why RevOps is suddenly at the center of it all.Jen has helped architect revenue systems for some of the most respected SaaS companies in the world, including Twilio, Zendesk, Snowflake, Intercom, and Superhuman. But this conversation isn't about theory or frameworks. It's about what breaks when companies scale, where AI actually helps (and where it creates chaos), and why the future of sales, marketing, and RevOps looks very different than most teams expect.What you'll learn in this episode:Why RevOps is having a moment — and how rising complexity, AI adoption, and executive pressure have pushed RevOps into a strategic roleWhat Revenue Operations actually does beyond automation, reporting, and tooling — including enablement, strategy, and protecting the customer experienceHow AI is changing RevOps teams — from workflow automation and data architecture to the risks of agent and automation sprawlThe real future of sales roles — why junior SDR roles are disappearing, and why business development is becoming more senior, not automated awayHow to know when your company needs RevOps — including revenue thresholds, organizational signals, and common mistakes founders make too earlyWhat strong RevOps teams get right — clean data, shared definitions, cross-functional trust, and decision-making that actually sticksThroughout the episode, Jen and Michael go deep on the messy, human side of scaling revenue — misaligned incentives, broken handoffs, over-engineered stacks, and the uncomfortable truth that most companies don't actually have a single view of the customer.This isn't a hype conversation about tools. It's a grounded look at how modern revenue organizations are being rebuilt — and why RevOps is now one of the most critical functions inside growing B2B companies.Chapters:00:00- Intro: Who is Jen Igartua03:17- What is RevOps?09:25- AI Changed RevOps: AIOps, When to Hire RevOps, Build vs Outsource17:25- Workflow Automation Is Getting Out of Control24:02- What's Next: Platform Consolidation in RevOps27:46- Clay, HubSpot, and the Reality of the Modern RevOps Stack33:48- The Limits of AI in Sales & Marketing39:25- How SDRs, Marketing, and Social Selling Are Merging49:50- RevFest: Building Real RevOps Community01:00:49- Go Nibly's Evolution and Strategy01:12:44- Curated Dinners as Acquisition Strategies01:21:26- Creativity, Leadership, and “Follow the Fun”About the ShowWhat does it really take to grow a B2B business today? We ask the people doing it.The Belkins Podcast dives deep into the strategies, decisions, and behind-the-scenes insights driving real growth at top B2B companies. Each episode features candid conversations with industry heavyweights — CROs, CMOs, founders, and seasoned operators — who've navigated market downturns, scaled teams, and dealt with the realities of modern revenue growth.You'll hear hard truths, unfiltered insights, and actionable perspectives from leaders who've actually built and operated revenue engines at scale.

In this short segment of the Revenue Builders Podcast, HubSpot co-founder Brian Halligan pulls back the curtain on the uncomfortable truth of scaling: there is no magic inflection point—only relentless progress, painful setbacks, and self-inflicted potholes. Brian shares how HubSpot embraced a “Pothole Report” mindset to identify unforced errors before they became existential threats, why most scaling failures are internal, and how long-term thinking—not quick exits—shaped HubSpot into a generational company. It's a masterclass in founder mindset, operational discipline, and playing the long game in hypergrowth.KEY TAKEAWAYS[00:00:25] There is no magical hire, partnership, or customer that suddenly fixes everything—success is a grind, even in the best moments[00:01:13] The road to scale is filled with setbacks, many of which are self-inflicted rather than caused by competition[00:01:58] The “Pothole Report” helped HubSpot systematically identify mistakes, root causes, and missing metrics before small issues became big failures[00:02:32] Promoting too fast without protecting core functions can quietly break critical systems like customer support[00:03:27] In hypergrowth, people, systems, processes, and products don't scale naturally—everything eventually breaks[00:04:28] No system, process, or role lasts more than three years without needing to be rebuilt or replaced[00:05:12] Contrary to startup mythology, acquisition opportunities are rare—even for successful, fast-growing companies[00:06:20] Founders often optimize for “local maxima” instead of anchoring their ambition against truly global category leaders[00:07:17] Aligning founder expectations early—especially around time horizon and exit scenarios—enables long-term conviction and focusQUOTES[00:00:25] “Every happy moment's been a grind.”[00:01:13] “So many setbacks along the way. So many unforced errors.”[00:01:58] “Here's all the potholes we have—and almost all of them we caused ourselves.”[00:03:27] “In hypergrowth mode, nothing scales. Everything breaks.”[00:04:44] “No person lasts longer than three years. No system, no process, no nothing.”[00:06:42] “We wanted to build a company our grandkids would be proud of.”[00:07:36] “We'd already made some money—so we decided to swing hard.”Listen to the full conversation through the link below.https://revenue-builders.simplecast.com/episodes/innovating-and-iterating-for-growth-with-hubspot-co-founder-brian-halliganEnjoying the podcast? Sign up to receive new episodes straight to your inbox:https://hubs.li/Q02R10xN0Check out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4Check out Force Management's Ascender platform here: https://my.ascender.co/Ascender/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week on This Old Marketing, Joe Pulizzi and Robert Rose unpack two seemingly separate Wall Street Journal stories that are actually deeply connected. First, they dig into the WSJ article declaring that companies are now "desperately seeking storytellers." The irony is not lost on Joe and Robert. Storytelling in business is nothing new. Brands have been building audiences, publishing content, and creating narratives for decades. So is this really a new trend, or is the Wall Street Journal simply waking up to what marketers and creators have known all along? They explore why the term "storyteller" is suddenly everywhere on LinkedIn, what companies really mean when they use it, and whether this shift represents real change or just a shiny new label for old work. Next, the conversation turns to another WSJ piece highlighting the growing anxiety among white-collar workers. Layoffs, AI fears, fewer job openings, and slower hiring cycles are reshaping how knowledge workers feel about stability and career growth. Joe and Robert break down the data and argue that the real risk is not losing a job, but tying your identity to a single role or employer. Flexibility, curiosity, and the ability to adapt are becoming the most valuable skills in the modern economy. In news, the co-founder of DraftKings launches a creator-led systems company designed to capitalize on the window of opportunity before AI-generated content floods the market. Joe and Robert discuss why productizing creators and building owned systems may be the smartest move right now in the creator economy. Winners, Losers, Rants, and Raves Marketing Loser: In-N-Out, for taking "Order 67" off the menu rotation and confusing loyal fans everywhere. Joe's Winner: Tom Scott, for building a smart, thoughtful web presence that directly addresses AI scrapers and the future of content ownership. Joe's Rant: The growing push to integrate prediction markets into the mainstream financial system and why this could have serious unintended consequences. Robert's Rave: A tradition unlike any other. Robert closes the show with his annual holiday poem. As always, Joe and Robert bring perspective, skepticism, and a little holiday spirit to wrap up the year. Subscribe and Follow: Follow Joe Pulizzi and Robert Rose on LinkedIn for insights, hot takes, and weekly updates from the world of content and marketing. ------- This week's sponsor: Did you know that most businesses only use 20% of their data? That's like reading a book with most of the pages torn out. Point is, you miss a lot. Unless you use HubSpot. Their customer platform gives you access to the data you need to grow your business. The insights trapped in emails, call logs, and transcripts.  All that unstructured data that makes all the difference. Because when you know more, you grow more. 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 http://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

Pat Lencioni, founder of The Table Group and bestselling author behind The Five Dysfunctions of a Team and The 6 Types of Working Genius, joined us on The Modern People Leader. We talked about his origin story in organizational health, how Working Genius helps leaders prevent burnout by designing teams around strengths, and how HR leaders can build trust and stay grounded as AI reshapes work.----  Downloadable PDF with top takeaways: https://modernpeopleleader.kit.com/episode273Sponsor Links:

If you want to book more and better speaking opportunities, this is the episode for you. I take a closer look at the process most speakers miss, not because they haven't had any success selling their offerings, but precisely because they have. Speaking works in the opposite way to almost everything else. It's an inverted commercial model. We need to embrace this fact and invest our time, energy, and budget accordingly, if we want to book more and better stages, charge or raise our speaker fees, and develop a sustainable pipeline of keynotes and speaking engagements.There's a paradox at the center of what it takes to do this well. Get ready to reverse your process!Join the next cohort of Design My Signature Talk (starts Feb. 23, 2026)→Get the full transcript and visual model from this episode→Get my best resources for keynote speakers→***ABOUT ME, JAY ACUNZOI work with entrepreneurs, execs, and teams on the journey from competent to resonant. To do that, I help transform your thinking into clear, captivating ideas, speeches, and IP. Stop chasing attention. Become the one others seek.I'm a former marketing leader at Google and HubSpot and globally touring speaker and author. I've spent 20 years building the exact thought leadership I now help clients create—as a practitioner-peer, not a coach with templates.Work with me 1:1, book me to speak, or explore free resources at jayacunzo.comDon't market more. Matter more.Think resonance over reach.Don't be the best. Be their favorite.***ENJOY THE SHOW? PLEASE SAY THANKS!Leave a review on Apple Podcasts Leave a rating on Spotify Thanks for listening!

Kiera compares the stages of a business to the stages of the human life cycle, from the infancy of a startup, to the chaos of money flow without systems, to the growing profitability of early adulthood, and so on. The goal is, of course, to reach maturity, where the business can run on its own, there's work-life balance, money flow, and more. Kiera gives listeners the common factors for each "age group," and what needs to be done for practices to reach their prime. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera and I hope you are having an amazing day. I hope it's an epic day. I hope you're loving your life. I hope you're having just so much fun. ⁓ I love dentistry. I love podcasting. I love connecting with so many of you. I just met people this week that are Dental A Team fanatics and it's always fun. And it's funny on calls when I get to chat with you in real life, people are like, Kiera, you sound just like you do on the podcast. And I'm like, that's great because guess what? It is me.   So I am so excited to podcast with you guys today. Welcome. If you're new to Dental A Team podcast. Hello, I'm Kiera Dent. Dent really is my last name. And it's because I love all things dental. ⁓ I love my husband, even though he's not a dentist. ⁓ I love, I just love life. I love helping people. We had a, in our consulting, we have what we call our doctor mastermind. It's a doctor only mastermind and it's on ⁓ Tuesday, the first Tuesday of the month. And we call it Think Tank Tuesday for our doctor mastermind.   We had all of our doctors there this week and we had several doctors come. It was just a really, really fun time. And as I was sitting there, I tell everybody that this think tank is supposed to feel like you're sitting in my living room, hanging out with me. We're all just here having like a good time. I love to see there's one doctor pushing her daughter on a swing. There was another doctor making dinner. There's another doctor sitting at the office, another doctor driving home.   It truly is a like, let your hair down, come be, let's come hang out, let's all be together, let's all work together. Cause honestly, dentistry can be super hard and challenging. And ⁓ as I walked away from that, we were talking about the life cycle of a business and people were just talking about where they were and here's where I am and how do I get to the next phase of my business? What are some easy moves? And it was crazy because it's actually not that hard to move from one part of the business to the next part. ⁓ A lot of times it's just having somebody pointed out to you.   ⁓ giving you the confidence that you can do that. ⁓ And then having a group of people around you that are just like you. And as I walked out of that meeting and that just fun hangout time, there's always Kiera's after party, which is not recorded. It is Kiera unfiltered. I just thought, I'm so blessed to get to know these human beings, these people that we get to work alongside with, that we get to collaborate with. I get to see them go through all the phases of business from where they were to where they are.   working with us, get to see their production increase, I get to see their ROI ⁓ tenfold, I get to see how happy they are in life, I get to see when they were once stressed to where now they're exuberant and happy and fulfilled and that is why Dental A Team exists. That is why the podcast exists is because I want all of you to feel like you have ⁓ someone in your corner, someone who is rooting for you, someone who has answers where you feel like there are none, someone who sees the path more clearly than you can.   someone who's created a community of like-minded doctors that are either where you are or have been where you are and can help you get to the next step. We have doctors who mentor each other. have ⁓ masterminds in person. have where we come to your practice. So if you're listening to this podcast and you're feeling like, gosh, I just don't even know what to do. The answer is there's actually always the what's next to do. There's always somebody who can help you. It's just you having the courage to book the call to   ⁓ invest in your practice in yourself and decide that you're worth having the life and the practice that you know, you're capable of having. And so if that resonates with you, reach out, come join our doctor mastermind, come meet us in person, come hang out with me in real life. I would love to have you be a part of it. ⁓ my mission truly is to change people's lives. and that's luckily I get this amazing platform of dentistry. So, reach out, Hello@TheDentalATeam.com because honestly, I believe that it is so fun and so powerful. ⁓   to go from that. And so I teased out a little bit of a life cycle of a business. This came from Tony Robbins. I really love Tony. I love a lot of things that he teaches and ⁓ there's a lot of wisdom. so just to kind of to take this on for the podcast today, I feel like, hey, we talked about this in our Dr. Mastermind, but I think it'd be very beneficial for all of you to hear. And this is my adaptation of it to take it to dental offices and kind of then giving you some of the things that I see in a practice so you can kind of understand.   But basically we have kind of like think about the life cycle of human beings. It's where we start out as infancy. We're born into this world and then we're infants and then we're toddlers. And then we go into this like middle life, like middle school. And then we go into high school and then we go into young adults. So college or young adult. Then we go into maturity or our prime of our life. Then we go into this kind of midlife evaluation. That's right before we retire. Then we go into aging. Then we go into institutionalization and then we go to death.   So we think about how people go around and it's interesting because there could be say a 25 year old, 30 year old, 40 year old who actually could be on the aging path even though their age is not where you would think that they would be. And so the idea of this is to kind of look to see based on like a life cycle of us where your business is and what maybe is like the pain point. So when we look at a business and we look at like children, so an infant,   They're screaming, right? They're screaming all the time. Yes, they're alive. Yes, they're there, but they're screaming and they're hungry and they don't know how to make money and they always have all these problems and it just feels like it's problem after problem after problem. That's like when you first start a business and it is chaos and it is exuberant and it is blissful and it is terrifying. Like Tiff and I were actually joking about it when we were on our doctor mastermind and we were talking about how like Dental A Team when it was in its infancy stage.   I literally was paying Tiffanie via Venmo. I did not have any payroll set up. I don't know why Tiff stayed with me. So Spiffy Tiffy shout out to her today. ⁓ But I really truly was such a naive business owner. I did not have protocols. I did not have a lawyer. I didn't have HR. I just said, I want to be here in this world and put something together, but no processes, no systems. It was screaming mayhem all the time. And then you go from that infancy stage to toddler, right? Toddlers, they can sleep through the night.   They're more independent. They can reason on certain things, but they're not this middle schooler, right? ⁓ And so when we look at that toddler that like they're going to elementary school, they're kind of in that middle stage. This is now where a business has elevated. It's not like paying people via Venmo, ⁓ but you still don't have the cash flow to be able to hire great people. It's still this like very new. You probably have one or two people. Practices that are in this realm are more the   the startup phase. So startup is like your very infancy, whether you're buying it or if it's a scratch start or you already have it. But it's kind of that screaming and then you move into toddler where like we can afford like one or two people on our team. but maybe we're moonlighting at another practice. cash flow is not consistent. ⁓ Systems and processes are not in place. And it's really just in this like delicate, but more stable, like we're like, okay, we're not we're not gonna go broke.   We know we can kind of handle, but at the same time, cashflow is not there. Then you move into middle school and you think about a middle schooler. This is where like we're starting to hit production. We can kind of have a few team members in there. We kind of maybe have a little bit of money, but not quite. ⁓ And we're starting to get a little more established, but we're like very gangly. We're very awkward. ⁓ We're doing the dentistry, but we're still, we're still not quite making it. And so from there, when we move from there,   You didn't go into a teenager and you think about a teenager, they think they know what they're doing. They've got the keys to the car. And this is where you've got money, but you're blowing through it because you have no systems, no processes. Like you are mayhem. Like you're making the money, but you're not keeping the money. And you're running on all four cylinders. But it's just chaos. It's wild. There's a frenzy. There's an excitement. And I think when Dental A Team was in that phase,   We had a little bit of money and so we were hiring people, but we didn't have quite enough money so we're not hiring experts quite yet. And you can just feel there's like this teenage energy and ⁓ then you move into like young adult and young adults were like perfect. The company is making money. We're able to hire more experienced people. So like we can bring on an office manager. We can bring on a better hygienist. We can have more things in place. And then we go into this like maturity and maturity and prime are where we're.   Profitable, we've got the production, we've got the systems in place. have a leadership team that's running the practice. It's not all dependent upon the dentist or one or two people. We've got the systems in place, we've got the profit in place, we've got the production in place. And a lot of times that happens when people are in this maturity or this prime, they're hanging out right there. What they often do is this is when they wanna buy another practice. Sometimes they even wanna buy a practice when they're in toddler, teenager, or like that college mid-year. But they're really just...   this is when they do it. And what happens is when you buy a practice or you expand your practice or you any of the phases, then you actually like usually kick yourself down and you go back to either toddler or maybe middle schooler or high schooler and your business like re re fumbles. There was a practice that I was working with and they're like, Kiera, we have this great opportunity. I worked with them for a year and we got everything set. The doctor was like, I'm tired of having to run it all. So they were like kind of in that   probably more at that mid year, they were probably college age. So the practice was great. They were profitable, but the doctor was still doing everything. And the doctor was just like, I don't want to do this anymore. I need you to train my team. I need you to train all the people so that way I can just come be a dentist and truly own my business, which kicks you into that maturity and prime. So we worked together. We were able to train the team. We were able to train the doctor. We did leadership training. We trained the whole team. We put systems into place that they didn't realize. And the doctor like literally we got them into prime like   It was incredible. It took us about a year to get them there. And they're like, Kiera, it's great. Cause I was thinking like, we're wrapped up. put a bow on this. I'm super excited for you guys. And the doctor was like, Kiera, guess what? There's this awesome opportunity for another practice. Do you think we should buy it? And I tell you, when people get into this like prime, like they're in it, they've, they've, they reached the mountain. They're like, we should buy another practice. And I was like, well, so here's the deal.   your kids have gone off to college. That's where your practice is right now. Like you're sitting here, you're very happy, you're very comfortable. Life is very easy for you. And buying another practice is going to be literally bringing on a screaming brand new, like brand brand new infant baby. Do you want to do that? And the doctor was like, that's a good point. ⁓ Let me think about that. And they're like, here, the deal is just too good of a deal. And honestly, if I was in their shoes, I would have done the same thing. The practice was truly a, you should take it and do it.   And then what happened, we flew all the way back down into toddler. Like we didn't go quite back to infancy, but oh my gosh, like the practices started screaming and both practices started struggling. And all these little pieces came up because we went from having this mature, we're in prime, our life is really easy to bringing on this screaming baby. And all of a sudden everything started jostling, the leadership team got jostly. We were bringing in different partners and lo and behold, two, three years later, we finally now gotten the practices.   they're right around teenager, maybe young adult for both locations and guess what they want to do? You guess it, they want to buy another practice. And this tends to be the cycle of dentistry. ⁓ Or what actually can happen is we go from prime and then we actually can go into midlife evaluation. And what happens here is when doctors are considering like, do I want to sell? Do I want to keep sitting in the chair? Maybe we're ⁓ not, not purposely, but maybe we are not diagnosing as much as we used to. Maybe we don't want to go to the CEs. Maybe we don't want to do all these other pieces. And you start to get into this midlife. And if you're not careful and you don't   get the CE or get a younger associate or whatever it is to kick you back over or bring in different team members, you can actually then fall into aging and become this aging practice that ⁓ if you're not careful, will actually die off. ⁓ And that's what we call sleeping practices. New grads love to buy aging practices, but then what can also happen is your team members might also be at a different space on the life cycle than you are. So sometimes when you inherit this sleeping practice as a new owner, well, you might.   inherit a team that also is maybe a little bit sleepy too where they're like I'm on my way to retirement, I don't want to be putting in all this new technology, I don't want to do all this software, I don't want to do all these changes or that team might be like sweet and they got kicked back just like someone in their 50s can be like you know I'm gonna go run a marathon and they kick them back into that maturity, that prime or they're in their 60s or they're 65 like my mom she went back to college, my mom was on her path to aging and she went back to college later on in life, she became   She got her master's degree and she started working a job. You better believe that pushed her all the way back over into like teenager. Like she had no clue what she was doing, but she flipped herself back over and, and added more of that energy back into her life. And so all of us, what I was trying to explain through all this is just because you're at one space in the life cycle does not mean that you're forever on the trajectory up and over the curve. It's like a bell curve. ⁓ what we're trying to aim for on whichever side of the bell curve, whether we're on the young toddler or we're on the more aging headed towards institutional.   is our goal is to keep our businesses keep pivoting towards that prime, that maturity, that middle spot where the business is running without us, it's profitable, we're able to have all the time, the work-life balance that we wanna have. And so when you're looking at this, the questions are one, where are you personally on the life cycle of the business and yourself? Are you a new owner? Are you a seasoned owner? Where do you fall on that? Where is your practice through all this?   And then where is your team through all of this? And then assessing based on all those factors, what needs to happen to get you closer to that like middle section where we were striving for that's the prime and where is it? And what do you need to do to get back there? So a couple of scenarios were like a doctor is struggling, they're exhausted, they're burnt out, they're doing all the work and like, what should they be doing? They're producing well, they've got hygienists there, but they're exhausted. They're working like five days a week, just exhausted.   Like what can this person do? And so the questions are, where is this person on the life cycle? This person could be in teenager where they're just exhausted because they're doing it all. They also could be over on midlife evaluation where they're doing it all. Both can actually be true, depending upon the practice and where they're at. And there is no science to this. like, okay, if you have XYZ, then you fall here. Like this is more for you to assess. ⁓ And when I look at this and I think about it, ⁓ options for this practice are hiring an associate would be amazing. That would kick them into prime.   It will also kick them down into the screaming if they don't have the systems in place. But what it will do is it will add some energy. You could also add in team members and no more than you do because you've got the money, you've got the flow. You could bring on a consultant that can help you get to the next level. You could actually add on extra days. You don't have to necessarily work it, but it's what can I do to get myself to this prime where I'm profitable? I'm producing what I want. I'm working the hours that I want. I'm innovating the practice. My team is aligned. My team is running the practice. I'm not staying here.   till super, super late every single night. I have my family life that's ideal for me. That's what we're aiming for. That's what we're striving for in consulting and working with our clients. This is what I obsessed about is how can we get more clients to their sweet spot? That's when I say like living their dream life when I walk it and I see people that have gotten there. That's what I mean by this, like maturity, this prime. Like I remember my CPA told me ⁓ once he said, Kiera, it actually gets a lot easier later on in life. He's like, because   then like you bought the house, you bought the cars, like whatever it is that you were striving for, and then money becomes easier. And I was like, you are a liar. There's no way this is gonna happen. And then you meet people and they really are there and they're comfortable and they walk with ease. And there's just this like, I don't know this calm about them, but they're still very energetic. They still have a lot of things that they wanted to, but I think the frantic energy of the young or the exhausted energy of the aging doesn't exist.   It's more this centered calm, knowing, doing things on purpose and intentional rather than reactionary. It's a very, very different space. And so like that's our obsession is getting offices to that space. And so for you to assess and to diagnose, where are you? And what's fascinating to me that I often find is sometimes the dentist is actually the problem. There was a dentist that I was chatting with and this doctor refuses to delegate. And I'm like, so great. You've actually accidentally pushed your practice into almost aging.   because you're not willing to delegate. And then also you're not willing to hire people that are smarter and more equipped. You're sitting here having very inexperienced team members that don't know what they're doing, making lots of mistakes. So therefore you don't trust anybody because you haven't spent the money to hire the people that you need to hire to bring in that energy and that structure and that leadership. Instead, you're trying to do it all yourself plus be the dentist. Like you have actually not like kept yourself younger. You've actually   aged your practice accidentally to where if you're not careful, it will actually age and deteriorate into death. And so I think also being self-aware of where you are, ⁓ I think being cognitive and what's really awesome is once you know where you are, once you know where your team is, once you know where your business is, then instantly the diagnosis becomes very easy of what you need to do and what the next step is. But I think oftentimes easy and doing are not the same thing.   I think oftentimes we say, my gosh, this is so easy, but that doesn't mean that I want to do it or that I'm going to do it or that I'm going to follow through on it. I think so many times people get stuck and they're just like, either A, I'm not willing to accept what I need to do or B, I don't know what I need to do or C, I'm not willing to acknowledge what I know I need to do and actually do it. And so if I look at all of this, I think this is a fun assessment for you to look to see like what, where am I on the life cycle of the business? What do I need to do to progress to the next level?   And am I willing to do that? Or do I need somebody to push me along? I will say sitting in a business myself, I have hired different people. I have realized when the business has outgrown me, we just had a meeting with our team and I said, guys, like the great news is we have grown, we've evolved and our mission is to positively impact the world of dentistry in the greatest way possible and to serve more offices. And I can't do that with the knowledge that I have today. I need someone smarter than me that knows how to run systems on a different level.   I can do it for dental offices all day long, but a corporate business that's evolving, I don't know how to do that. Do I know how to like program HubSpot? The answer is a hard pass. No, I do not even know what that thing should do. I've never worked in an industry that's done that. I need someone smarter than me. And so we bring those people in and what's beautiful is it's scary and it's daunting, but it is magical because I know that this is the next phase to get us to where we actually want to go and to be in those optimal spaces.   Again, you're not always on the upward path we're always working towards and certain decisions will actually push us back down. Sometimes personal decisions, sometimes business decisions, sometimes things outside of our control, like we lose key team members or we have unexpected life events. Those can move us in this space a lot differently. So really it's a matter of where are we today and where do we want to be and how can we get closer to that destination today? And that's something I love. And hopefully today you took an assessment on yourself. Hopefully you diagnosed where you were.   And hopefully you realize that the answer is not too far away from where you want it to be. Or maybe you're like, Kiera, I absolutely don't know. Well, great. Reach out. Hello@TheDentalATeam.com or go to our website, TheDentalATeam.com. Click on the book of call. And I will definitely happily chat with you and help you see where are you at and what's your next step and how we, or you can do it on your own can help you. But the answer is you're worth it. You deserve it. You deserve to be in that maturity prime optimized space of your life where there's calm, not chaos, where there's fun and joy rather than.   ⁓ the worry all the time. And again, no stage is permanent. None of them are. Everything is temporary. Everything only lasts for so long, but it's how can we make it last longer in the space we want to be rather than it deteriorating or not accelerating or crushing us before it even has a chance to begin. And that's something that I really love doing. So if we can help you at all, reach out Hello@TheDentalATeam.com. ⁓   Definitely so obsessed with making sure that you as a human being are taken care of, that you feel like there's someone championing for you and helping you out and making sure that you are taken care of. So reach out. ⁓ And if not, make sure you assess where you are and be committed to taking the next step. Great things truly never come from comfort zones. So get off that comfort zone, push yourself to the next level and know that ⁓ patience, teams, your life, your family, all of that's worth it. And you.   especially are worth it. And as always guys, I just adore you. I hope you have an amazing day today. And as always, thanks for listening and I'll catch you next time on the Dental A Team Podcast.  

The CRM vendor's Helen Russell and Jon Dick unpack the organizational and process changes, HR and skills strategy, and cultural shift. Mandates backed by tools, training, and engagement.

Hey CX Nation,In this week's episode of The CXChronicles Podcast #274, we welcomed Dave Rennyson, President & CEO at SuccessKPI based in the Washington, DC area. SuccessKPI is an on-demand insight and action platform that removes the obstacles that agents, managers, and executives encounter in delivering exceptional customer service.SuccessKPI is trusted by some of the world's largest government, BPO, financial, healthcare, and technology contact centers in the United States, Europe, and Latin America.In this episode, Dave and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that his team think through on a daily basis to build world class customer experiences.**Episode #274 Highlight Reel:**1. Why the best organizations & teams invest in constant training efforts 2. How music and business are wildly similar 3. Leveraging & investing in AI over the next 1,000 days 4. Understanding the power of your data architecture  5. Tomorrow's leading tech-companies will bring solutions, not headaches Click here to learn more about Dave RennysonClick here to learn more about SuccessKPIHuge thanks to Dave for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & contact center space into the future. For all of our Apple & Spotify podcast listener friends, make sure you are following CXC & please leave a 5 star review so we can find new members of the "CX Nation". You know what would be even better?Go tell your friends or teammates about CXC's custom content, strategic partner solutions (Hubspot, Intercom, & Freshworks) & On-Demand services & invite them to join the CX Nation, a community of 15K+ customer focused business leaders!Want to see how your customer experience compares to the world's top-performing customer focused companies? Check out the 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 an AI-powered foundation for the future. Thanks to all of you 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!!

Host Michael Connaughton is joined by Tim Ludy Tim Ludy is the founder of GrowthDuck Digital Marketing, a Massachusetts-based agency that helps local small businesses grow through tailored marketing strategies. With over 15 years of experience in content and digital marketing, Tim has worked with countless businesses to improve how they communicate and get found online. He holds certifications in inbound marketing, SEO, advertising, and graphic design, and his work has been featured by Forbes, HubSpot, and TechTarget. They discuss: -Digital marketing tools and strategies -How to differentiate your marketing from the crowd -The importance of a multimedia approach And much more. Contact Tim: Website: GrowthDuckMarketing.com  

What makes some creators cut through the noise while others just… fade into the scroll?In this week's episode, I sit down with Jay Acunzo, international speaker, storytelling coach, and the mastermind behind the “resonance over reach” philosophy. Jay has worked with brands like Google, HubSpot, and ESPN—and today, he shares what really helps coaches, creators, and business leaders connect with their audience in a meaningful, profitable way.We talk about how to uncover clarity in your message, why most “signature talks” miss the mark, and how you can structure your communication to inspire change—not just attention.If you're trying to grow your thought leadership, book speaking gigs, or create content that sticks, this conversation is a masterclass.What you'll learn:Why clarity is more important than consistencyThe 4-part storytelling framework to boost resonanceHow to refine your thought leadership on LinkedInThe right way to test, tweak, and ship your ideasWhy a "signature talk" is really an argument for changeTimestamps:00:00 Introduction: The Key to Effortless Attention00:27 Welcome to Rocky Mountain Marketing00:58 Introducing Jay Acunzo: Master of Clarity06:43 The Importance of Public Speaking14:12 Crafting Memorable Stories19:19 The Four Beats of Storytelling19:54 Align: Understanding Your Audience20:07 Agitate: Highlighting the Problems21:00 Assert: Presenting Your Solution21:32 Invite: Engaging Your Audience22:36 The Importance of Personal Branding23:14 Finding Your Unique Speaking Voice24:28 The Role of Authenticity in Speaking25:59 Developing and Refining Your Ideas28:37 Practical Tips for Nervous Speakers31:17 The Power of a Creative Practice33:31 Conclusion and Final ThoughtsTune in now, and let's help you build a message that actually moves people.Visit Jay Acunzo online:Website: https://jayacunzo.com/LinkedIn: https://www.linkedin.com/in/jayacunzo/Apple Podcasts: https://podcasts.apple.com/us/podcast/how-stories-happen/id1736586770Youtube: https://www.youtube.com/jayacunzoLearn more about Katie and Next Step Social & Podcasting:Speaking: https://katiebrinkley.com/Website: https://yournextstep.agency/Linkedin: https://www.linkedin.com/in/katiebrinkleyYouTube: https://www.youtube.com/channel/@rockymountainmarketingInstagram: https://www.instagram.com/iamkatiebrinkley/ Hosted on Acast. See acast.com/privacy for more information.

In this episode of The LinkedIn Marketer I chat to Ian Hamilton about his approach to LinkedIn - from clarity of purpose to showing up consistently on LinkedIn.For my listeners I want you to hear from thought leaders like Ian, who are confidently navigating LinkedIn. It is my hope that Ian's story will inspire you to take action on LinkedIn - wherever you are on your LinkedIn journey.Ian is a culture-fit recruitment leader who has led Carroll Consulting for nearly three decades. His focus is helping organisations align values, culture, and people to drive long-term performance and minimise the risk of poor hires.Guided by Stoic philosophy, Ian combines strategic insight with practical experience, developing Carroll Consulting's unique Culture-Fit methodology and leading a specialist team of trusted advisors. His contributions are recognised globally, including Platinum Recruiter status in NPAworldwide, awarded to the top 3% of recruiters worldwide.In this episode we explore Ian's love-hate relationship with LinkedIn, and how he manages to consistently show up on with thought provoking insights - and videos - about what he's observing.Connect with Ian on LinkedIn at https://www.linkedin.com/in/brisbaneexecutiverecruimentian/Resources:Sign up to my newsletter (sent via Hubspot) and get your free LinkedIn Profile Checklist https://thinkbespoke.com.au/linkedin-profile-checklist-3/Follow me on LinkedIn https://www.linkedin.com/in/karenhollenbach/Think Bespoke's Knowledge Basehttps://thinkbespoke.com.au/insights-blog-2/Elevate with KPH (Substack) https://thelinkedinmarketer.substack.com/

Stuck waiting for your platform's marketplace to send you your next lead? In this episode, I break down the three traps that keep SaaS partners grinding on low-margin implementations, and what happened when a Monday.com partner finally made the WHO and WHAT decisions he'd been avoiding. We dig into how he went from competing on price with thousands of other partners to closing his biggest deal ever by selling outcomes instead of configurations. If you're a Salesforce, Zoho, or HubSpot partner who's tired of being at the mercy of algorithm changes, this one shows you what it looks like to own your pipeline.Resources and LinksApply for a Multiplier CallPrevious episode: 654 - How to Build Automations That Actually Scale With Your Business with Jared WeissCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

In this special episode, host Minter Dial reconnects with celebrated marketing strategist and author David Meerman Scott for their third lively conversation together. As they reflect on their decade-long friendship, David Meerman Scott shares insights from the freshly updated edition of "Marketing Lessons from the Grateful Dead," co-authored with Brian Halligan, co-founder and former CEO of HubSpot. Together, they explore why the unconventional, fan-centric business lessons from the Grateful Dead are more relevant than ever in an age dominated by digital chaos and AI. David Meerman Scott unpacks the enduring legacy of the band, discussing the importance of human connection, fandom, and letting go—both in music and business. The discussion also dives into leadership transitions, from Jerry Garcia's era to the bold addition of John Mayer, examining how the band's openness to innovation has kept their music and message alive for new generations. Tune in for a conversation that covers everything from navigating change in business and life to the power of authentic experiences and the wisdom in embracing both risk and generosity. Whether you're a marketer, a Deadhead, or simply curious about how to build lasting legacies, this episode is packed with stories and actionable insights you won't want to miss.

Joe and Robert open the episode with major breaking news: Disney is reportedly finalizing a $1 billion investment in OpenAI along with a licensing deal that would allow creators to use select Disney IP inside OpenAI tools. The boys unpack what this actually means— Why Disney is making this move now How this could transform creator workflows What Disney gets strategically vs. what OpenAI gains Whether this is the first domino in a wave of entertainment–AI partnerships The $100 Billion Battle for Warner Bros. Discovery Next, Joe and Robert dig into the increasingly chaotic race for Warner Bros., as Paramount, Skydance, and Netflix position themselves for what could be a $100B mega-deal. They discuss: Who really has the leverage Which bidder makes the most strategic sense Potential antitrust concerns Who stands to win (and who almost certainly loses) if this deal happens Australia Moves to Ban Social Media for Kids Under 16 The conversation shifts to Australia's new legislation banning social media access for children under 16. Joe and Robert debate: Will it work? How would it even be enforced? Are governments finally becoming serious—or is this political theater? What responsibility platforms have in the mental-health crisis Special Segment: Robert's AI Music Persona, Lyla Rae Hightower A highlight of the episode, Robert takes listeners behind the scenes of creating his AI-powered music persona. He details: The creative spark behind the character Tools and workflows he used to bring the music to life Unexpected challenges in the process How he's distributing and promoting the project Why this experiment signals a new frontier for creators Spotify https://open.spotify.com/artist/09m7OjGKcL1aOKKqyhZjui   Apple Music https://music.apple.com/us/artist/lyla-rae-hightower/1857062007   YouTube https://www.youtube.com/channel/UCDwdVLXGCWaO-SMOLuhSE8Q   Website https://lylahightower.com/ Winners & Losers Marketing Loser of the Week: Salesforce — Joe walks through the company's confusing decision to consider a name change and what it signals about the brand's broader struggles. Rants & Raves: Joe ends with commentary on Kara Swisher's reporting around Apple possibly buying Disney—and whether such a deal is even remotely plausible. Subscribe and Follow: Follow Joe Pulizzi and Robert Rose on LinkedIn for insights, hot takes, and weekly updates from the world of content and marketing. ------- This week's sponsor: Did you know that most businesses only use 20% of their data? That's like reading a book with most of the pages torn out. Point is, you miss a lot. Unless you use HubSpot. Their customer platform gives you access to the data you need to grow your business. The insights trapped in emails, call logs, and transcripts.  All that unstructured data that makes all the difference. Because when you know more, you grow more. 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 http://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

Brandon Sammut (Chief People and AI Transformation Officer at Zapier), Jenny Molyneaux (VP of People, Vercel), and Valerie Gobeil (Head of Talent Management, Workleap) joined us for a live session on how HR teams are actually using AI today. We talked about how to get organizations AI-ready, avoid “AI debt,” make smarter build vs buy decisions, and we walked through live demos of AI-powered performance reviews, hiring workflows, interview coaching, engagement insights, and more.----  Downloadable PDF with top takeaways: https://modernpeopleleader.kit.com/episode272Sponsor Links:

2026 Content Predictions (Backed by Data)And What High-Earning Brands Are Doing to Adjust NOWThis episode? Buckle up because this isn't just a content pivot. This is a consumer revolution. Founder-led brands with clear positioning, proof-packed content, and an actual system are the only ones still scaling right now.That's not my opinion. That's what the data says.Here's the brutal truth:The old way of doing content?Gone. Buried. Over.In this episode, I'm walking you through exactly what's changing in 2026 and why your content and marketing plan have to evolve if you want to stay in the game.This isn't a content shift. It's an entire internet and industry shift. And if you're still playing like it's 2024 or 2025?You're gonna get left behind or become extinct.We're covering:

Your brand doesn't exist until it ranks on page one—and most founders have no idea how to make that happen.In this episode, we break down the exact playbook for getting a brand-new domain to show up in Google for your company name. After going through this process firsthand with Graphed.com, you'll learn how to choose a rankable name, build the right backlinks, trigger branded search behavior, and use Google Ads to accelerate the whole process.If you're launching anything new, this is the tactical blueprint you wish you had earlier.What You'll LearnWhy ranking for your brand name is the first real trust signal for any startupHow to pick a name and domain you can actually rank forThe “first 100 links” strategy that trains Google to recognize your brandSimple ways to generate branded search behavior across social and contentHow Google quietly tests your domain—and how to know when it's happeningHow to use Google Search Ads to accelerate ranking and protect your brandWhy .com still matters more than any other TLDTimestamps00:00 — Why your new domain must rank for your own brand name00:31 — Why ranking for your brand name is a critical early trust signal01:03 — The rookie mistake founders make when picking a brand name01:13 — What ideal, non-competitive SERPs should look like01:35 — Graphed.com's journey to finally ranking in position one01:45 — Overview of the process to teach Google your brand01:55 — Step 1: Build backlinks to your homepage03:29 — Step 2: Drive branded search with social posts & content04:21 — Step 3: Run Google Search Ads on your exact brand name05:45 — Why you should always buy the .com for your brand06:16 — Final thoughts + Graphed free trialKey Topics & Insights1. Ranking for Your Brand Name = Early-Stage TrustIf someone Googles your company and doesn't find you, credibility collapses. Ranking for your brand name is one of the first—and easiest—trust signals to secure. Graphed.com took ~2 months to rank, but with this framework, it can happen in as little as 24–48 hours.2. How to Choose a Rankable NameAvoid names already used by active companiesLook for search results filled with noise, not competitorsIdeal: two words, few syllables, easy to spellAnd always, always buy the .com3. Build the First 100 Backlinks (Brand-Name Anchors Only)Your #1 job early is to teach Google what your company is.Do this by:Building backlinks to your homepageUsing your brand name as the anchor text (not keywords)These are foundational “identity” links that help Google map brand → domain.How to build them:Submit to software directoriesUse link submission servicesCold email companies for guest post swapsLayer PR on top later4. Trigger Branded Search BehaviorOnce Google sees your backlinks, you need humans to reinforce the signal:Search your brand nameClick your domainSpend time on the pageGoogle then learns:“When people search this name, this is the site they want.”You create this behavior through:Social postsNewslettersPodcast mentionsRepeated use of the brand everywhere5. How Google Tests Your DomainGoogle will quietly experiment by showing your domain for branded queries.You'll see this in Search Console via:Rising impressionsIncreasing CTRSudden jumps in average positionThis is the moment Google “decides” you belong on page one.6. Accelerate Everything With Google Search AdsRun a brand campaign:Exact-match brand keywordMinimum bid: around $5Send traffic to homepageThis forces the association between brand name → your site, and accelerates your rise in organic search.Brand protection tips:Raise bids to block competitorsAdd sitelinks to take more SERP real estateOptional: multiple ad accounts (with caution)7. Why .com Still Beats Every Other DomainConsumers inherently trust .com more than .io, .co, .xyz, etc.It drives higher CTR and reduces friction in word-of-mouth.If the .com isn't available, pick a new name—don't settle.SponsorToday's episode is brought to you by Graphed – an AI data analyst & BI platform.With Graphed you can:Connect data like GA4, Facebook Ads, HubSpot, Google Ads, Search Console, AmplitudeBuild interactive dashboards just by chatting (no Looker Studio/Tableau learning curve)Use it as your ETL + data warehouse + BI layer in one placeAsk:“Build me a stacked bar chart of new users vs. all users over time from GA4”…and Graphed just builds it for you.

In this episode, Avanish and Antonio discuss:BBVA's data transformation journey, including the strategic decision in 2017 to create a global data function at the executive committee level reporting to the CEO and ChairmanBuilding hybrid data architecture combining centralized lake house (AWS) with data mesh approaches to balance agility and control across global operations in regulated environmentsThe "eight robots" framework—a top-down AI transformation agenda targeting the most critical parts of BBVA's value chain, from digital client relationships to banker productivity to risk underwritingHow BBVA defines data democratization as "responsible access" not "open access," implementing strict governance while enabling self-service analytics in a highly regulated industryReal-world AI impact: solutions reducing tasks from 11 minutes to less than 1 minute, generative assistant "Blue" serving 20+ million clients in Spain and Mexico, and IVR improvements saving minutes to secondsThe partnership and ecosystem strategy leveraging enterprise-focused innovation through AWS, OpenAI, Google Gemini, and vertical solution providers to increase speed of learning and innovationWhy the "mode in this cycle is learning—how fast you can learn, how fast you can test hypotheses"—embracing experimentation and continuous improvement as models rapidly evolveAntonio's vision for the future: using AI and data to expand bankarization globally, serving underserved populations and fueling economic growth for families and businessesAbout the host:Avanish 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 and 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 Antonio Bravo, Global Head of Data at BBVAAntonio started his career in 2009 as a consultant focused in Technology, Media and Telecom. There he had the opportunity to learn how (mobile) internet growth blurs barriers between different industries and makes them converge. One of those industries is finance. He joined BBVA in 2011 to be part of its transformation strategy, and since then he has had different jobs. Started working in the Strategy & M&A area, with focus on the BBVA Ventures team (today Propel) investing in fintech startups, continued with a role in Digital Banking Strategy team, and later in 2015 assumed the responsibility of Business Development in South America (Argentina, Chile, Colombia, Perú, Venezuela, Uruguay and Paraguay).He also held the responsibility of Agile Organization until July 2019, focused in scaling the Agile methodology through-out the entire organization, more than 33.000 people including holding and countries, to improve quality, time to market, productivity and team engagement.From July 2019 until September 2021 he held the responsibility of IT Strategy & Control within BBVA, a function that manages some of the core IT functions at a global level, such as IT strategy, finance, vendor management, PMO, first line of defense and IT spin-offs.Since September 2021 he holds the position of Head of Sustainability Strategy & Business Development, where he contributes to the design of the strategic plan for all segments and manages investment in descarbonization funds. In January 2024 he was also appointed as Head of Corporate and Investment Banking Strategy, Industrial client coverage and cross border business.In January 2025 was appointed Global Head of Data at BBVA. Antonio is responsible of leading the transformation of the Group towards a data-driven company.About BBVA:BBVA is a global financial services group founded in 1857. The bank is present in more than 25 countries, has a strong leadership position in the Spanish market, is the largest financial institution in Mexico and it has leading franchises in South America and Turkey. In the United States, BBVA also has a significant investment, transactional, and capital markets banking business.BBVA contributes with its activity to the progress and welfare of all its stakeholders: shareholders, clients, employees, providers and society in general. In this regard, BBVA supports families, entrepreneurs and companies in their plans, and helps them to take advantage of the opportunities provided by innovation and technology. Likewise, BBVA offers its customers a unique value proposition, leveraged on technology and data, helping them improve their financial health with personalized information on financial decision-making.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 host, Avanish SahaiLearn more about Tidemark

There's this THING that happens to a public speaker and storyteller that feels addicting. It happens after you've internalized your content and put in the reps. You're no longer consciously thinking about what to say next or how to say it. Instead, you can just walk up on stage, or fire up the camera, or switch on the mic, and just BE.Few speakers and storytellers have achieved that level of internalized, authentic performance like Scott Stratten (LinkedIn).Scott is a Hall of Fame public speaker and the founder of UnMarketing. He believes we can build a better business world based on integrity, community, and authenticity. Together with his wife and business partner Alison, they've written 6 bestselling business books, while Scott travels the world performing from stages to thousands of people at a time. To hear Scott is to experience just that. A performance.Today, we'll hear an incredible story Scott tells in his keynotes, then we'll talk shop about the mechanics of storytelling, the misnomers and opportunities in becoming a stronger public voice, and frankly, we have some of the most fun I've had on this show … ever.***ABOUT ME, JAY ACUNZOI work with entrepreneurs, execs, and teams on the journey from competent to resonant. To do that, I help transform your thinking into clear, captivating ideas, speeches, and IP. Stop chasing attention. Become the one others seek.I'm a former marketing leader at Google and HubSpot and globally touring speaker and author. I've spent 20 years building the exact thought leadership I now help clients create—as a practitioner-peer, not a coach with templates.Work with me 1:1, book me to speak, or explore free resources at jayacunzo.comDon't market more. Matter more.Think resonance over reach.Don't be the best. Be their favorite.***ENJOY THE SHOW? PLEASE SAY THANKS!Leave a review on Apple Podcasts Leave a rating on Spotify Thanks for listening!

If you've ever felt like you're drowning in marketing activity but starving for actual revenue, this episode of the Marketing Boost Solutions Podcast is the clarity you've been waiting for. Capt. Marco sits down with revenue strategist and HubSpot expert Jasz Rae Joseph, a powerhouse who has spent her career helping B2B companies align sales, marketing, and customer success into one cohesive, revenue-producing system. Jasz breaks down why businesses lose leads, how misaligned teams sabotage growth, and the simple automations that recover hidden revenue already sitting in your database.With her signature no-fluff approach, Jasz reveals how to streamline your tech stack, personalize your customer journey, and use segmentation, sequences, and micro-automation to convert more leads without adding complexity. From LinkedIn nurturing to sales-ready handoffs to real stories of clients generating six and seven figures from improved systems, this conversation is packed with practical, implement-today insights.

Most companies don't have a lead problem, they have a follow-up problem. In this episode of Sharkpreneur, Seth Greene interviews Jason Kramer, Founder & CEO at Cultivize, who breaks down how smart CRM strategy can transform “maybe someday” prospects into real revenue. Jason shares how his team helps manufacturing, roofing, finance, and home service businesses design, implement, and actually use CRM systems like HubSpot and Pipedrive so salespeople stop dropping the ball. With real-world case studies, including a roofing company that turned old quotes into seven-figure sales, Jason shows what's possible when technology, strategy, and authentic follow-up finally line up. Key Takeaways: → Why most growing businesses don't really know which marketing efforts are working, and how a properly set up CRM changes that. → The three simple criteria that define an ideal client for a CRM overhaul and why company size and sales team count matter. → The common problem shared by manufacturing, roofing, finance, and home service companies is that they send hundreds of proposals a year. → A behind-the-scenes case study of a roofing company that revived ignored quotes with a thoughtful, automated follow-up sequence. → How to design automated emails that feel genuine and personal, not robotic or canned, while still running on autopilot. Jason Kramer is the founder of Cultivize, a consulting firm that builds smart CRM strategies for business consultants and growth advisors. With over 20 years in marketing and business development, he helps experts transform their lead management systems into scalable growth engines. His process integrates CRM automation with email nurturing to create trackable, ROI-focused results for B2B and consulting clients. Jason's background includes work with global giants like Virgin Atlantic and Johnnie Walker, but today his focus is on supporting strategic advisors and fractional leaders who need visibility into what's working—and what's not—in their sales process. When he's not helping clients streamline their revenue systems, he's on the Hudson River with his family. Connect With Jason Kramer: Website: https://cultivize.com/ X: https://x.com/cultivize Facebook: https://www.facebook.com/cultivize/ LinkedIn: https://www.linkedin.com/in/jasonleighkramer/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Perry is a marketing automation specialist who's been at it since 2002, from launching her first campaigns before most saw value in email, to beta testing HubSpot before it was a household name. Currently the Managing Partner at Duma Marketing, she's worked with both Fortune 500 giants and rising e-commerce brands, always championing sophisticated automation, clean segmentation, and authentic customer journeys. Her approach blends empathy with rigorous data—the kind of balance your listeners appreciate—and her hands-on methods in CRM, deliverability, and regulatory compliance make her a go-to for complex challenges. This conversation between Perry and Ella, explores the critical role of marketing automation and AI in processing consumer data and enhancing engagement for businesses, particularly for entrepreneurs and mid-sized companies. It emphasizes the necessity of these tools in creating tailored marketing strategies that resonate with diverse consumer segments.Learn even more from Perry at www.perrysheraw.com

This week we chat with Claire Hughes Johnson!Claire is the former COO of Stripe, where she played a critical role in scaling the company from 160 employees to more than 7,000 during its period of rapid global expansion. Before Stripe, she spent over a decade at Google, leading large international teams across multiple high-growth products and operations.She now serves on the boards of HubSpot, The Atlantic, Aurora, and several other organizations, is an active angel investor, and is the bestselling author of Scaling People, widely regarded as a modern classic on leadership, management, and organizational design.✨ This episode is presented by Brex.Brex: brex.com/trailblazerspodThis episode is supported by RocketReach, Gusto, OpenPhone & Athena.RocketReach: rocketreach.co/trailblazersGusto: gusto.com/trailblazersQuo: Quo.com/trailblazersAthena: athenago.me/Erica-WengerFollow Us!Claire Hughes Johnson: @chughesjohnson@thetrailblazerspod: Instagram, YouTube, TikTokErica Wenger: @erica_wenger

Send us a textWhen Google's algorithm changes caused HubSpot's traffic to plummet 80%, most companies would have panicked.Aja Frost saw an opportunity.As Senior Director of Global Growth at HubSpot, Aja led the transformation that helped HubSpot not only recover—but become the most-cited CRM in generative AI results.In this episode of FUTUREPROOF., Jeremy Goldman sits down with Aja to talk about how the rules of discovery, demand, and digital visibility are being rewritten in real time—and why Answer Engine Optimization (AEO) may be the next big discipline marketers can't afford to ignore.They discuss: 

If you send more follow up emails, you'll sell more stuff. The last report I saw was from Hubspot and it said email is the most profitable marketing channel online. It said email gets a 4,000% ROI. That's amazing. Especially since most people don't send follow up emails at all. Probably because writing email sequences is a PAIN. Until now. In this one, I show you exactly how to use AI to create killer email follow-up sequences that actually convert. You'll discover my 3-step process for creating AI email sequences that sound like YOU (not like AI). Plus I show you real results from my own campaigns. (6.76% conversion from leads I got for free.) The tool I used to create the entire email sequence is https://oJoy.ai You can try it for free if you want

The boys kick things off with a Black Friday breakdown and what it tells us about the K-shaped economy we now live in. Joe and Robert dig into spending trends, why some consumers are thriving while others are cutting back, and what this split means for marketers heading into 2026. They look at whether this year's patterns are temporary or structural, and what smart brands should prepare for next. From there, they turn to YouTube. Advertisers continue to shift budgets to the platform, and the data shows that YouTube is both the present and the future of television. Joe and Robert talk about how ultra-niche creators might be the biggest hidden opportunity for small and mid-sized brands looking to win in the influencer economy. The final story covers X and the platform's new "About Your Account" settings. Is it meaningful, helpful, or even newsworthy? The boys debate whether this is a real improvement or just another attempt to show activity without fixing the core issues. Winners and Losers Winner: Time Joe highlights Time as an example of a legacy brand doing things right, with a renewed focus on email subscribers and a strong commitment to in-person events. A modern media model built on direct relationships, not algorithms. Loser: Omnicom and the PR industry Robert takes the gloves off with a critique of Omnicom and the state of PR. He questions whether the industry is adapting fast enough to the shifts in trust, media fragmentation, and brand storytelling. Rants and Raves Robert's Rant Robert digs into a recent IPG study and why he believes it misses the mark. He breaks down the assumptions behind the research and what marketers should actually pay attention to. Joe's Rave Joe shares new research on gratitude and why it matters far more than most marketers realize. A positive scientific reminder that appreciation is a performance advantage, not just a personal virtue. Subscribe and Follow: Follow Joe Pulizzi and Robert Rose on LinkedIn for insights, hot takes, and weekly updates from the world of content and marketing. ------- This week's sponsor: Did you know that most businesses only use 20% of their data? That's like reading a book with most of the pages torn out. Point is, you miss a lot. Unless you use HubSpot. Their customer platform gives you access to the data you need to grow your business. The insights trapped in emails, call logs, and transcripts.  All that unstructured data that makes all the difference. Because when you know more, you grow more. 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 http://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

DJ Casto joined us on The Modern People Leader to share how Synchrony is co-designing the future of work with employees.We talked about active listening at scale, building trust by being great not perfect, rethinking leadership for a flexible workforce, and why treating the employee experience like a product creates real business impact.---- Downloadable PDF with top takeaways: https://modernpeopleleader.kit.com/episode271Sponsor Links:

Steal These Workflows: 7 AI tools to build your startup in days, not months: https://clickhubspot.com/ehg Ep. 383 Can 50 people really do the work of 500 in the new AI era? Kipp, Kieran and guests Grant Lee, co-founder and CEO of Gamma, and Kristin Fracchia, who leads Marketing at Gamma, dive into the revolutionary AI workflows and org design lessons powering Gamma's $2B company—plus how any team can scale smarter with fewer resources.  Learn more on building lean, high-growth teams with generalists over specialists, scaling creative and professional workflows with AI, bridging the gap between AI-first startups and Main Street businesses, and the hacks and use cases driving productivity for millions. Recorded live at GROW Europe. Mentions Growing a startup? Get the tools, education, and support you need with HubSpot for Startups. Exclusive discounts + a full growth platform: http://hubspot.com/startups Subscribe to Mindstream newsletter https://www.mindstream.news/ Gamma https://gamma.app/ Grant Lee https://www.linkedin.com/in/grantslee Kristin Fracchia https://www.linkedin.com/in/kristinfracchia Zapier https://zapier.com/ Make https://www.make.com/en N8N https://n8n.io/ Clay https://www.clay.com/ Granola https://www.granola.ai/ Wispr https://wisprflow.ai/ Kimi K2 https://www.kimi.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  TikTok: https://www.tiktok.com/@matgpod  Join our community https://landing.connect.com/matg Thank you for tuning into Marketing Against The Grain! Don't forget to hit subscribe and follow us on Apple Podcasts (so you never miss an episode)! https://podcasts.apple.com/us/podcast/marketing-against-the-grain/id1616700934   If you love this show, please leave us a 5-Star Review https://link.chtbl.com/h9_sjBKH and share your favorite episodes with friends. We really appreciate your support. Host Links: Kipp Bodnar, https://twitter.com/kippbodnar   Kieran Flanagan, https://twitter.com/searchbrat  ‘Marketing Against The Grain' is a HubSpot Original Podcast // Brought to you by Hubspot Media // Produced by Darren Clarke.

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

Brian Halligan is Co-founder and Board Member at HubSpot, a software company that helps businesses with inbound marketing, sales, and customer service. He played a central role in pioneering inbound marketing, redefining how organizations grow in a digital-first world. As a longtime CEO, he guided HubSpot from a startup to a global platform serving hundreds of thousands of companies. Today, Brian continues to shape the future of modern business through his work as an advisor, educator, and thought leader. In this episode… Modern leaders face an era where customer expectations shift rapidly, technology evolves at breakneck speed, and companies must scale without losing their identity. How can founders refine their leadership approach while staying aligned with their teams and long-term vision? And what insights emerge when reflecting on the principles that drive sustainable growth? Brian Halligan's perspective highlights that strong leadership requires adaptability, clear communication, and a willingness to evolve as an organization grows. With deep experience scaling teams, he explains that leaders must transition from hands-on operators to culture architects who empower others through trust and clarity. He underscores the importance of candid feedback systems, thoughtful hiring, and balancing automation with authenticity in modern marketing. Together, these principles help companies build scalability, strengthen alignment, and maintain the customer-centric focus needed in a changing landscape. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz, co-hosted by Tyler Lane, interviews the AI clone of Brian Halligan, Co-founder at HubSpot, to discuss essential leadership lessons. They explore how leaders evolve during scale, why authenticity matters in an AI-driven marketing world, and how strategic thinking shapes high-performing teams. Brian also shares insights on building strong sales organizations and evaluating acquisitions effectively.

¿Te imaginas que levantar la mano y gritar “¡taxi!” pueda ser ilegal? Pues en algunas ciudades de Estados Unidos, el Reino Unido y Canadá, hacerlo podría meterte en problemas.Cuando yo vivía en Latinoamérica, siempre levantaba la mano para llamar un taxi, pero en muchas partes uno tiene que usar una aplicación, llamar o ir a un sitio indicado para conseguir los taxis estacionados. Sin embargo, muchas personas ignoran la ley y siguen llamando un taxi de manera tradicional.¿Estás trabajando como conductor de Uber o taxi en un país angloparlante? ¿O quizás transportas muchos turistas extranjeros? Incluso si no, quizás sueles usar Uber o un taxi de vez en cuando. Este episodio te brindará frases y vocabulario muy útiles para comunicarte con pasajeros o un taxista que solo hablan inglés.Sube al volante, ajusta los retrovisores, ¡y arranquemos! Let's drive!Recuerda que todos los recursos para este episodio, incluyendo la transcripción, la tabla de vocabulario y ejercicios para repasar el aprendizaje, están disponibles en nuestro sitio web. Haz clic en este enlace para ver todos los recursos para este episodio:  https://www.inglesdesdecero.ca/237-----Dale “me gusta” a nuestra página en Facebook: https://www.facebook.com/inglesdesde0/-----Síguenos en Instagram: https://www.instagram.com/ingles.desde.cero/-----Subscribete en YouTube: https://www.youtube.com/@inglesdesdecero145-----Aprende inglés con nativos que se formaron en su enseñanza. ¡Visita nuestro sitio web, https://www.inglesdesdecero.ca/ para inscribirte y seguir todas nuestras lecciones! __No dejes pasar esta oportunidad con Shopify y regístrate para un período de prueba por solo un dólar al mes en shopify.mx/desdecero__________________________________________________________________________________________________________Regístrate para el Maratón de Webinars de Hubspot del 2,3 y 4 de diciembre en: http://offers.hubspot.es/planea-tu-2026?utm_campaign=genuinam Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In a world drowning in data, is the 'big creative idea' for a holiday campaign an endangered species, or is it more critical than ever? Agility requires not just moving fast, but moving with confidence. It's the ability to validate creative instincts with real-world data, ensuring that your biggest bets are also your smartest ones. Today, we're going to talk about the high-stakes world of holiday advertising and the delicate balance between creative magic and data-driven methodology. We're going to talk about one such campaign for John Lewis, a popular British Department store whose holiday ads are a cultural event in the UK, where the stakes can be high. And they aren't alone. The holiday season is the equivalent of the Super Bowl for many brands, where a single campaign can define the entire year. Yet, for every heartwarming success story, there are countless others that miss the mark. So how do brands de-risk their biggest creative investments and ensure their message will actually resonate with consumers? About Nataly Kelly Nataly Kelly is Chief Marketing Officer at Zappi, based in Boston, MA. Previously she served at HubSpot as Vice President of Marketing, Vice President of International Operations and Strategy, and Vice President of Localization. Nataly Kelly on LinkedIn: https://www.linkedin.com/in/natalykelly/ Resources Zappi: https://www.zappi.io/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Watch the John Lewis "Where Love Lives" Ad: https://www.youtube.com/watch?v=z1bRlnyQeDk Zappi Report: Lessons in Advertising: Christmas 2025: https://email.zappistore.com/hubfs/Zappi%20Christmas%20Advertising%202025.pdf Zappi Report: The Connected Insights Imperative: https://www.zappi.io/web/connected-insights-imperative-report/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company