Podcasts about Keap

Send us a textCRM systems generally center around four main suites—sales, marketing, customer service, and field service—often enhanced by contact center capabilities, though smaller platforms may streamline their offerings to focus primarily on marketing and lead generation. While enterprise-grade CRMs tend to offer robust, native support for complex features like CPQ and subscription management, smaller solutions often rely on third-party integrations to meet industry-specific needs. In this context, Keap stands out as a CRM designed specifically for small businesses, prioritizing simplicity, marketing automation, and affordability over extensive transactional or field service functionalities. Its position in the CRM landscape reflects a clear trade-off: it may lack the depth of enterprise tools, but excels in providing an accessible, all-in-one solution for small teams aiming to streamline customer engagement and growth.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Keap's capabilities. We covered many grounds including where Keap might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Keap.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

Integrating onboarding coaching into your strategy can improve customer success and drive acquisitions, especially if your SaaS product is more complex or targets enterprise users. But where do you begin? In this episode, Wes is joined by Clate Mask, CEO and founder of Keap, to talk about the importance of understanding user needs and delivering tailored solutions through coaching sessions. Doing so bridges the gaps in product understanding, knowledge, and skills.    Key Takeaways: [2:30] What SaaS companies benefit the most from onboarding coaches  [8:20] Why Keap started using coaching  [16:30] The economics of hiring onboarding coaches [19:45] Must-have skills for these coaches [26:00] Ways to tailor coaching to your SaaS product [33:30] Clate's new book Conquering the Chaos About Clate Mask: Clate is the CEO and co-founder of Keap, the leading provider of business automation software for small businesses, and co-authored Conquer the Chaos: The Six Keys to Success for Entrepreneurs. Links: Clate Mask | LinkedIn Conquer the Chaos

#145: In this week's whiff of wisdom, Master Perfumer Christophe Laudamiel explains what people, especially the media, get wrong about sustainability in Perfumery. To listen to the original full episode go to episode #80.Whiff of Wisdom is a biweekly format that spotlights an inspirational insight from a previous guest. The aim is to offer you a whiff of wisdom for your aromatic life.Learn more about Christophe and his work ⁠here⁠.Learn about Christophe's initiative ⁠The Perfumery Code of Ethics⁠.Read the Keap article about ⁠Fragrance Transparency: Natural vs Synthetics⁠Follow Frauke on Instagram: ⁠⁠⁠⁠@an_aromatic_life ⁠⁠⁠⁠Visit Frauke's website ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.anaromaticlife.com⁠⁠⁠⁠⁠⁠⁠⁠⁠Get No Place for Plants children's book on Amazon⁠Learn about Frauke's ⁠⁠⁠⁠⁠⁠⁠Scent*Tattoo Project

I am super excited about the conversation with my special guest joining this episode of Sell with Authority, Brett Gilliland. Co-Founder and CEO of Elite Entrepreneurs, Brett and his team teach “The Proven Leadership System” to help 7-figure businesses scale to $10 million and beyond. Before founding Elite Entrepreneurs, Brett spent 10 years helping Keap grow from a 7-figure software company to over $100 million in annual revenue. He's an expert in leadership, strategy, and organizational development — and he's helped hundreds of agency owners push past obstacles to hit new levels of success. Brett brings a treasure trove of expertise from his vast experience in leadership, planning, and operational discipline. Here's the reality — change is inevitable in business, and the key to thriving lies in being ready and adaptable. All your work — all your long nights — all your weekends — all the blood, sweat, and tears you and your team are investing toward the goal of growing your shop — may be for naught if you don't have a leadership plan in place for how you will deal with the challenges that growth presents along the way. Brett shares how aligning everyone with your core purpose and values provides solid stability — giving your team the resilience and mindset to pivot and grow — no matter what change comes your way. If you take and apply the insights and wisdom that Brett shares during this episode — you'll be in the right position to raise the bar of excellence — and sell more of what you do. What you will learn in this episode: How to create leadership stability amidst chaos and change The power of co-creating clarity with your team for collective success Strategies to keep your business nimble and effective during adversity Understanding the “What by When” mission to anchor your agency's vision How strategic focus can transform resource allocation and impact The importance of onboarding in effective team integration Resources: Website: https://growwithelite.com/ LinkedIn Personal: https://www.linkedin.com/in/built2lastchamp/ LinkedIn Business: https://www.linkedin.com/company/elite-entrepreneurs/ Facebook: https://www.facebook.com/growwithelite/

In this episode of the Daily Mastermind, George Wright III interviews Jamie Gilleland, a seasoned business leader and CEO of RIF Social, about her journey in business and the importance of automation. Jamie shares her extensive background in business innovation and digital marketing, including her work with Infusionsoft (Keap). She discusses her transition to leading RIF Social, which helps businesses leverage automation and social media ads for enhanced sales and marketing. They highlight the power of automated Facebook ads to increase visibility, authority, and audience engagement, while also discussing the personal challenges Jamie faced, including overcoming a brain tumor and how it shaped her approach to business. Jamie offers insights into building a successful business and creating a life-focused business structure. Tune in for valuable advice on how to automate your business for greater efficiency and success. 01:53 Jamie's Background and Early Career05:20 Overcoming Personal Challenges13:23 The Power of Automation in Business23:27 The Benefits of Automated Facebook Ads33:17 Getting Started with RIF Social38:03 Conclusion and Final Thoughts Thanks for listening, and Please Share this Episode with someone. It would really help us to grow our show and share these valuable tips and strategies with others. Have a great day. George Wright III“It's Never Too Late to Start Living the Life You Were Meant to Live”FREE Daily Mastermind Resources:CONNECT with George & Access Tons of ResourcesGet access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.Join FREE at www.JoinTheEvolution.comAbout Jamie Gilleland:Jamie Gilleland is a seasoned entrepreneur, renowned speaker, and business strategist with over two decades of experience in business innovation and development. As the CEO of Riff Social, she specializes in helping businesses harness the power of automation and social media advertising to drive growth and scale operations efficiently.Jamie's impressive track record includes co-founding top franchise concepts, leading IPOs, and mastering cutting-edge marketing technologies like Keap (formerly Infusionsoft). Her passion lies in empowering entrepreneurs to create systems that enable them to focus on what matters most—building a business that supports their ideal lifestyle.Jamie's journey is an inspiring testament to resilience, having overcome significant personal challenges, including a life-threatening health diagnosis, to achieve incredible professional success. Her mission is to help others achieve clarity, consistency, and authority in their industries.When she's not revolutionizing businesses, Jamie is dedicated to sharing her story, mentoring others, and staying ahead in the ever-evolving digital landscape.Guest Resources:BOOK with JAMIE: CLICK HEREWebsite: https://www.rifsocial.com/Youtube: https://www.youtube.com/@rifsocialFacebook: https://www.facebook.com/rif.social/About George Wright III:George Wright is a Proven, Successful Entrepreneur- and he knows how to inspire entrepreneurs, companies, and individuals to achieve Massive Results. With more than 20 years of Executive Management experience and 25 years of Direct Marketing and Sales experience, George is responsible for starting and building several successful multimillion-dollar companies. He started at a very young age to network and build his experience and knowledge of what it takes to become a driven and well-known entrepreneur. George built a multi-million-dollar seminar business, promoting some of the biggest stars and brands in the world. He has accelerated the success and cash flow in each of his ventures through his network of resources and results driven strategies. George is now dedicated to teaching and sharing his Prosperity Principles

Entrepreneurs and small business owners often face a unique blend of challenges and opportunities, where the stakes are high and the journey is filled with both excitement and uncertainty. But what if there was a set of practices or habits that could guide you towards consistent growth and success? On this episode of we explore just that. My guest is NY Times best-selling author, the CEO and co-founder of Keap, Clate Mask. Keap, the leader in small business automation software, is an 8-time Inc 5000 winner and is widely used by savvy small businesses to grow with automation. Clate's passion is helping small businesses conquer the chaos and grow their business using the Six Keys to Success. When Clate isn't serving entrepreneurs and building Keap, he loves to spend time with his wife, Charisse, their six kids, and their grandkids. He also loves playing golf and watching sports, with serious passion for the Arizona pro sports teams. He is intimately familiar with the balancing act of entrepreneurs, which is what drove him to discover and teach the Six Keys. Because success as an entrepreneur means having a great business and a great life. In our discussion, you don't just get a list of to-dos from Clate; you get a roadmap for creating a more organized, strategic, and inspired approach to your business and life. Habit-forming and consistency are key, but it's the strategic planning and leadership components Clate shares that truly set this episode apart. Automated processes in customer interactions are discussed not as a way to strip away personal touch but to enhance efficiency while maintaining genuine connection. For more insights and practical tips, make sure to listen to this engaging and enlightening episode. Clate's wisdom and actionable advice are simply too valuable to miss. Links Mentioned: Conquer the Chaos Book: https://conquerthechaosbook.com/ Keap Playbook: https://www.keap.com/playbook

In this episode, host Chris Prefontaine reconnects with his coach and mentor, Brett Gilliland, CEO of Elite Entrepreneurs. Brett shares insights from his years of helping businesses scale, including strategies to transition from solopreneurship to building a high-performing team. Drawing on his experiences leading organizational development at Keap (formerly Infusionsoft) and guiding businesses through their seven- to eight-figure journeys, Brett offers actionable advice for entrepreneurs looking to grow.    From understanding the stages of business growth to avoiding common pitfalls, this conversation is packed with value for anyone eager to take their business to the next level.   Key Talking Points of the Episode   00:00 Introduction 03:17 The mental shifts required to transition from solopreneurship to scaling a business 05:19 What it takes to scale a business successfully 07:56 How Elite Entrepreneurs helps businesses scale the right way 11:10 The key stages of business growth: going from $100K to $1M and beyond 13:34 How to avoid “5-to-9 management” in your business 20:24 The importance of understanding your numbers and tracking revenue per employee 24:34 Elite Entrepreneurs programs for businesses under $1M 27:20 Brett's advice for entrepreneurs looking to scale their businesses   Quotables   “Scaling isn't for everyone, but for those who want it, the path is clear and achievable.”   “Your network is your net worth—partner with the right people to make growth possible.”   “You can do this. It's not for an elect few; it's for anyone willing to learn, act, and persist.”   Links   Elite Entrepreneurs https://growwithelite.com   Brett Gilliland brett@growwithelite.com   Real Estate On Your Terms and Deal Structure Overtime https://wickedsmartbooks.com/podcast   FREE Master's Class https://wickedsmartacademy.com/mastersclass   FREE Strategy Session with Chris Pre https://smartrealestatecoach.com/chrisprecall   FREE Workshop https://smartrealestatecoach.com/pcws   QLS Homestudy Course https://wickedsmartacademy.com/course/qls-homestudy-4   Investor Resources https://smartrealestatecoach.com/resources   3 Paydays Apprentice https://smartrealestatecoach.com/apprentice   In the Trenches Bootcamp https://smartrealestatecoach.com/ittb-pod   REI Blackbook https://smartrealestatecoach.com/REIBB-DD

The U.S. election process is more complex than it appears. Bumper stickers have mostly shifted to online platforms. Branding cattle has had its amusing moments. Keap was sold for a lower price due to usability issues. Additionally, it's time to prepare holiday marketing to stay ahead of the rush.

In this episode of Sell with Authority, we tackle one of the biggest challenges agency owners face — the constant cycle of feast and famine in business development. If you've been in the game for a while, you know exactly what I mean. One minute, you've landed several new clients, and everything's humming along. The team is busy, cash flow looks great, and the office energy is high. But then — it hits. A client moves on, another cuts back on their budget, and suddenly, you're scrambling to fill the gaps. It's a rollercoaster — and one too many agencies never escape because they don't harness the power of automation to stabilize their biz dev efforts. That's exactly why I'm thrilled to welcome today's guest expert, Clate Mask, Co-Founder of Keap. For those of you who might not know, Keap is an automation platform we've used here at Predictive for over a decade. So — when Clate reached out to explore a content partnership, it was a no-brainer. We're already big believers in the platform because it helps solve this exact problem. Clate shares insights on how to integrate automation into your biz dev strategy — so you can start pulling yourself out of that feast and famine cycle. If you take and apply the golden nuggets Clate shares in this episode, you'll find new ways to automate your agency's biz dev process. Break free from the feast and famine cycle once and for all — because when you automate, you'll consistently sell more of what you do. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 45 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: How personalized communication and automation can coexist to enhance right-fit client relationships The first step to starting automation for agencies Types of lead magnets that resonate with your target audience and drive lead-gen How lifecycle automation can prevent operational inefficiencies How to turn SOPs (standard operating procedures) into strategic automated processes that streamline business operations Resources: Website: www.keap.com LinkedIn Personal: https://www.linkedin.com/in/clate-mask-b0b386128/ LinkedIn Business: https://www.linkedin.com/company/keap-growing/ Growth and Freedom Playbook

In this episode, Sally shares her entrepreneurial journey from relying on popular software tools like Kajabi and Keap to building her own platform, OmniSAM. After achieving significant success with the former, she encountered limitations that led her to develop a custom solution. Despite challenges and setbacks, Sally persevered, forming a strong team to bring OmniSAM to life. She candidly discusses the emotional toll of transitioning away from familiar tools and the excitement of launching her new platform, inviting listeners to be part of a community focused on both business growth and making a positive impact. KNOW MORE ABOUT OMNSAM HERE: https://omnisam.com.au/ -------- We just got featured on Feedspot's list of Australian women's lifestyle podcasts. Check it out at https://blog.feedspot.com/australian_women_lifestyle_podcasts/ Register here and take the first step towards your course creation success: https://www.sparkleclassacademy.com/infographic Connect with Sally and the Sparkle World:  Website: https://sparkleclassacademy.com/ Instagram: https://www.instagram.com/sallysparkscousins/ Youtube: https://www.youtube.com/@SallySparksCousins Facebook: https://www.facebook.com/SallySparksCousin

We are back with another special recap episode of the Influential Personal Brand Podcast! Today's recap is based off of our interview with Clate Mask, CEO and Co-Founder of Keap. Join Rory as he shares four painful lessons he wished he'd known before becoming an entrepreneur! Thanks for tuning in, enjoy!   Key Points From This Episode: Perseverance matters more than pedigree. Why you need to up your game with making sales, building systems, and recruiting superstars! Loyalty is just a paycheck away (the scariest thing to learn). All that matters is what's in your contract.   Links Mentioned in Today's Episode: Clate Mask on LinkedIn Clate Mask on X Clate Mask Keap Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy AJ Vaden on LinkedIn AJ Vaden on X Rory Vaden Rory Vaden on LinkedIn Rory Vaden on X Take the Stairs Email Your Review Screenshot Here Brand Builders Group Brand Builders Group Free Video Short Course Brand Builders Group Free Call The Influential Personal Brand Podcast on Apple Email Your Review to Brand Builders Group

Are you looking to conquer the chaos of growing your small business, without going crazy? Then look no further because this episode is for you! Joining Rory on the Influential Personal Brand podcast is his dear friend, Clate Mask. His product, company, and life mission have radically changed both Rory and AJ's lives and their business. Clate is the CEO and Co-Founder of Keap, the world's leading business automation software. In this conversation, Rory shares the key role Keap has played in the success of their businesses and dives into the concepts behind Clate's new book, Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy. Clate unpacks the personal and professional aspects included in the six keys and delves into the dark side of entrepreneurship with a story about how he almost left Keap. To hear more about finding your rhythm, and what the three transformative habits for future success are according to Clate, don't miss out. Press play now!

This episode is going to be one of those episodes where you ask yourself… “What in the world was that!?! – because that was ridiculously fun and super helpful!” My guest expert today is Erik Jensen. In case you're meeting Erik for the first time — he's my business partner here at Predictive ROI, and we've worked alongside each other for well over a decade. Erik has a depth of expertise in helping agency owners go deep into their niche to build their authority position — and then — monetize that position in the form of a steady stream of right-fit clients flowing into their sales pipelines so they can sell more of what they do. If you're a Predictive client — or if you've been a member of our community for a while now — you may also know that one of Erik's superpowers is system design — and in particular — CRMs — so think all things email marketing, content, process automation, workflows, and e-commerce. When Erik and I were thinking about him coming back to the podcast for another conversation — we explored the idea of focusing our time together around CRMs — and, in particular — how putting the right strategy and tech into practice inside your shop could help you streamline biz dev and ops — and in the process — help you sell more of what you do. If you've ever considered or questioned how the right CRM — combined with the right automation — might help you and your team grow your audience, nurture leads, and increase sales — while streamlining processes and workflows — then this conversation with Erik is for you. I promise you — if you take and apply the insights, wisdom, and expertise Erik shares during this episode — you and your team will find new ways to streamline biz dev and ops inside your shop so that you have the capacity to sell more of what you do. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: What is the difference between CRMs and email marketing automation platforms? What are the top 3 questions Erik is asked when it comes to CRMs or email/marketing automation? How could an agency owner and their team tell if or when they should consider moving from a MailChimp or Constant Contact to a CRM like Keap, Hubspot, GoHighLevel? When Erik was evaluating all of the CRMs when choosing one for Predictive — what features and criteria were important to consider? Why is Erik a fan of Keap's automation builder? If you're considering onboarding a CRM — what would Erik recommend as your initial three action steps to start down that path? Download our Free Frameworks to Help You Sell More of What You Do: Get the WHO Framework™: Replace your dry sales pipeline with a steady stream of right-fit clients. Get the WHAT Framework™: Design your irresistible offer and sell it for a premium-priced fee. Get the HOW Framework™: Put a proven sales process into place and close 80% of your proposals. Get the How You Help Framework™: Use this framework to make yourself an easy YES! for clients. Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Stephen's LinkedIn: www.linkedin.com/in/stephenwoessner/ Order your free paperback or Kindle copy of our Book: Sell with Authority

Clate Mask launched Keap (formerly Infusionsoft) back in 2010 and quickly scaled to $100,000,000 in revenues in 7 years (2017). After that, the company flatlined due to competition and diluted priority. Today, CPO Ammon Curtis is helping turn things around. Learn the M4 test he ran on 705 customers to measure DIY, DFY, DWY onboarding and how this impacted long term retention and LTV. Can they break $110m in revenue before Dec 2024?

Coming to you from the Ptex headquarters in Brooklyn, NY, this podcast is for no-nonsense advice to help you learn, grow, and lead.  Today, I'm excited to be chatting with former Chief Automation Officer of the Ptex Group and good friend Nathan Weill Nathan Weill, a self-identified tech geek, He founded Flow Digital in 2018, providing headache-free automation support so business owners could stop struggling with SaaS tools and repetitive tasks and direct their full energy toward growth. In our interview, I discuss the importance of automation in business processes by identifying repetitive tasks and setting clear objectives. Then Nathan highlight examples of automation for lead generation, internal processes, and follow-up procedures. I also discuss the common misconceptions about automation  - such as automation equals job loss, too expensive for small businesses Then we discuss using automation to save time and energy, improve efficiency, and enhance client communication This and so much more only on the let's talk business podcast…  let's get right to our conversation with Nathan Weill LINKS https://flow.digital https://www.linkedin.com/in/nweill/ https://x.com/NathanWeill PLEX GROUP:  To watch or listen to this episode, visit: https://ptexgroup.com/podcast/ Listen via WhatsApp: https://chat.whatsapp.com/LQcX4QJzavWEKTGAbgK3Gh For all other episodes or to view all other ways to subscribe, visit https://ptex.co/podcast PRACTICAL POINTERS: Identify Repetitive Tasks: Start by listing out all repetitive tasks in your business processes. These are prime candidates for automation and can significantly reduce manual workload. Set Clear Objectives: Define what you aim to achieve with automation, such as reducing errors, saving time, or improving customer satisfaction. Clear goals will guide your automation strategy. Lead Generation: Use tools like chatbots on your website to engage visitors and capture leads automatically. Platforms like HubSpot can automate email campaigns to nurture leads. Choose the Right Tools: Research and select automation tools that align with your business needs. Consider factors like ease of use, integration capabilities, and customer support. Freemium Models: Take advantage of freemium versions of automation tools to get started without a significant upfront investment. Tools like Mailchimp offer free plans for small businesses.   TIMESTAMPS :  04:01 Appreciation for team involvement and automation benefits. 07:04 Custom software takes time, but off-the-shelf works. 10:57 Efficient lead management crucial for sales productivity. 15:54 Automate lead tracking, notification, and response oversight. 18:18 Scheduling made simple with shared booking links. 23:26 Automate functions, enhance employee experience, streamline onboarding. 24:33 Automate systems for cost-effective and efficient onboarding. 28:30 Streamlining reporting processes for executives using automation. 33:37 AI drives automation with increased operational relevance. 36:39 Human interaction is important but automation essential. 37:38 Seek Zapier blog for full case study. 43:28 Started without standard procedures, had to catch up. 45:21 Use chatbots and automation tools for lead generation.   GUEST BIO : Most businesses lose massive amounts of time and money to routine business tasks and technology struggles. While directing operations at Ptex Group, a New York-based marketing agency, Nathan Weill, a self-identified tech geek, set out to eliminate his own company's losses by sharpening his SaaS expertise. After winning massive savings and growth for his employer, Nathan made it his mission to bring the same freedom to other businesses. He founded Flow Digital in 2018, providing headache-free automation support so business owners could stop struggling with SaaS tools and direct their full energy toward growth. Ranked as the #1 certified expert worldwide on Zapier's marketplace and certified by Keap, Pipedrive, Airtable, and many other tools, Flow Digital offers workflow, sales, and marketing automation as well as CRM implementation. Nathan and his team save clients around 45,000 hours per month and have generated over $10 million in ROI to date.

Is your business struggling to turn leads into loyal customers? If you've ever felt overwhelmed by the complexity of lead generation and management, you're not alone. Many businesses, especially in the eCommerce sector, grapple with not only attracting potential clients but effectively converting them into revenue. Growing a business is no longer just about having a great product or service. It's equally about how efficiently you can handle leads, understand what your potential customers want, and cater to those needs before they even have to ask. This shift requires a deep dive into the systems and processes that facilitate such efficiency, particularly through automation and keen psychological understanding in sales tactics. On this episode I had the pleasure of chatting with an exceptional guest, Toccara Karizma, a digital marketing consultant & online business growth strategist. Karizma Marketing, her full-service digital marketing agency, is dedicated to growing elite eCommerce brands online through an omni-channel approach, including social media marketing, email marketing, SEO, SEM, website conversion rate optimization, and more. Her 5-star ad agency is a trusted Shopify Partner, Klaviyo Gold Master Partner, & Privy Platinum Partner. After building her own successful eCommerce business back in 2007, she is now considered a top eCommerce marketing expert, generating over 8-figures in annual revenue for her clients, and overseeing over 1 million unique email subscribers. She's been featured by Shopify, Keap, GoDaddy, Klaviyo, Privy, and more. Her trailblazer approach to digital marketing and deep expertise in the online business growth space is why we've asked her to join us today. Links Mentioned: karizmamarketing.com

Have you ever considered changing your Customer Relationship Manager (CRM) technology? There is no perfect system out there, and some business owners swear by Keap, Active Campaign or Click Funnels. Others are so frustrated and overwhelmed with their email deliverability or functionality that like me, they are considering a move to the newest and shiniest tech, Go High Level.   I'm going to take you behind the scenes of a major decision we made in my business early this  year, how we decided, and what we learned, that might actually help you decide if moving to this technology is the right decision for you.  In episode 391 of the Amplify Your Success Podcast, I share the behind-the-scenes intricacies of making a pivotal shift in your business infrastructure, what you must consider and a few essential steps to take before you leap to have a smoother transition.  I also answer one of the biggest questions my community has been asking me about: Why I migrated from Keap (formerly Infusionsoft) to Funnel Gorgeous (a white label brand of Go High Level).   I'll share the costs, decision making criteria and a few of the hot features of Funnel Gorgeous (GHL), as well as some of the ins and outs of my experience.. If you are looking to make any switch to Go High Level or Funnel Gorgeous, I hope this episode gives you the details you need to make an informed decision, so that your CRM, customer support and email deliverability can be improved to amplify your own business growth.    Key Takeaways:  00:00 The issues with Keap that led to looking for other options  03:33 What we discovered about email list management and the unsolvable problem that pushed me out of Keap 06:39 Insights around Go High Level and their pricing tiers 08:10 Key features of Go High Level and the Funnel Gorgeous brand that won us over  14:14 The difficulty of making the switch and unexpected challenges  19:58 How very different Go High Level is from other CRMs (and a few things you must know before jumping in) 23:28 Tips to ensure a correct setup for powerful system functionality 26:11 How to evaluate the right software options based on your key factors   Resources Mentioned in This Episode:  Discover more and sign up with Funnel Gorgeous GHL here Matthew McGregor of 22apps.com (who did my migration) Kerry Taft of Taft Systems (who does my on-going workflow and automations) Learn about Million-Dollar Visibility Mastermind (formerly Authority Mastermind)

In this episode of the HerBusiness podcast, we sit down with Clate Mask, the visionary CEO and co-founder of KEAP, the trailblazing automation software we all know and love. During this episode, Clate reveals his insider advice to eliminate chaos, streamline your business, and cultivate a mindset for growth. Every business owner struggles to organise and navigate the operational side of their business. Find relief for your operational headaches with this streamlining and chaos-killing EXPERT. In This Episode:  -> Master the Art of Eliminating Chaos: Learn Clate's actionable steps to bring order and efficiency to your business operations. -> Streamline Your Business for Success: Discover the practical strategies to balance your business's emotional (heart) and logical (head) aspects to lead with CLARITY and FOCUS. -> Stop Plateauing your Revenue Growth: Dive deep into the concept of stair-step growth and WHY you're getting stuck at certain milestones. -> Unlock the True Hierarchy of Business Success: Shift your focus beyond just making money to achieving time, control, impact, and ultimate freedom in your business (and life!). -> Learn to Overcome Startup Chaos: Get access to Clate's solutions to common entrepreneurial challenges like startup chaos and messy processes that are secretly eating up your time. For more stories of remarkable entrepreneurs, subscribe to the HerBusiness Podcast. Mentioned in This Episode: -> HerBusiness Network

In a recent captivating episode of "Sales Talk for CEOs," Clate Mask, CEO and co-founder of Keap, shared his journey from law school to leading a company that's at the forefront of small business automation software. For CEOs looking to streamline their operations and enhance customer engagement, Clate's insights are golden.Key Takeaways for CEOs:Leverage Automation for Growth and Efficiency: Clate explains, "Automation isn't just about saving time; it's about scaling your business efficiently to maximize both growth and profitability." This approach has allowed Keap to support small businesses in achieving more with less—something every CEO should consider.Emphasize Customer Success: Moving from traditional support to proactive customer success can significantly impact business growth. Clate emphasizes the importance of this shift: "By integrating Customer Success Managers into our team, we ensure our clients not only use our product but transform their business with it."Stay at the Helm of Revenue Leadership: Even as the company grows, a CEO's involvement in driving revenue remains crucial. Clate advises, "As CEOs, we must lead the charge on revenue, staying closely connected to the outcomes and processes that drive our business forward."Insightful Reflections:Starting with his initial career pivot, Clate's narrative is a testament to adaptability and passion. He shares, "I was drawn to the fast-paced world of tech and never looked back. It's about harnessing every experience to propel your company forward."Discussing the strategic evolution from Infusionsoft to Keap, Clate offers a candid lesson on market alignment: "We learned the hard way that our strength lies in serving businesses that are ready for automation, not just anyone."Clate also gets real about the challenges and triumphs of entrepreneurship: "Those dark years were tough, but they taught us resilience and the importance of staying true to our vision and our customer."Watch the full Sales Talk for CEOs Podcast:For a deeper dive into how Clate Mask has steered Keap through the ups and downs of tech entrepreneurship and how these lessons can apply to your business strategy, tune into the full episode of "Sales Talk for CEOs."Catch the episode on our YouTube channel or listen on your favorite podcast platform to gain more insights into achieving sustainable growth and customer satisfaction.Chapters01:03 Welcome Clate Mask - Introducing Clate's unique journey from law school to software company CEO.01:29 Keap's Mission - Discussing the services Keap provides to small businesses, focusing on growth, efficiency, and automation.02:54 Niche Software Solutions - Addressing why Keap is the ideal CRM and business automation solution for small businesses, compared to Salesforce and HubSpot.03:33 Clate's Origin Story - Clate Mask shares his transition from law school graduate to co-founding a software company with family.05:24 Company Evolution - How the small custom software company grew into a substantial business focused on CRM products.07:26 Rebranding to Keap - Clate explains the strategic shift from Infusionsoft to Keap to focus on small business automation.09:05 Infusionsoft's Legacy - The integration and enhancement of Infusionsoft within Keap's comprehensive suite of products.09:55 Conquering Sales - Clate recounts his early sales challenges and the transformative advice from his father.11:27 Automating Success - How the implementation of automated follow-ups revolutionized the company's sales process.13:39 Building a Sales Team - Transitioning from lone salesman to establishing a robust sales structure within the company.15:50 Helping Profession of Sales - Aligning sales with a mission of helping customers solve problems effectively.17:58 Customer Success Focus - The inception of customer success management to drive user adoption and satisfaction.20:13 Marketing Alignment - How the Demand Gen and direct sales teams cooperate to generate qualified leads and drive revenue.23:02 Scalable Go-To-Market Structure - Examining Keap's organizational structure and the collaboration between marketing and sales.About GuestNY Times best-selling author, Clate Mask, is the entrepreneur's guide and the CEO and co-founder of Keap, the leader in small business automation software. Keap is an 8-time Inc 5000 winner and is widely used by savvy small businesses to grow with automation. Clate's passion is helping small businesses conquer the chaos and grow their business using the Six Keys to Success. When Clate isn't serving entrepreneurs and building Keap, he loves to spend time with his wife, Charisse, their six kids, and their grandkids. He also loves playing golf and watching sports, with serious passion for the Arizona pro sports teams. He is intimately familiar with the balancing act of entrepreneurs, which is what drove him to discover and teach the Six Keys. Because success as an entrepreneur means having a great business and a great life.Social LinksConnect with Clate on LinkedIn: https://www.linkedin.com/in/clatemask/Keap LinkedIn: https://www.linkedin.com/company/keap-growing/Keap Twitter:https://twitter.com/keapgrowingConnect with Alice on LinkedIn:(99+) Alice Heiman | LinkedInCheck out Alice's website:Alice Heiman | Sales Consultant and Strategist for CEOs 

What's the best email marketing platform for your small business? Are some better than others? Will any of them do?Well, we've got some thoughts about all this. Want to find out? Let's go. SOME EPISODE HIGHLIGHTS: (0:16) Grab our amazing resource Click Tricks totally for FREE!(4:10) The email marketing platform we use and recommend - Keap.(6:10) Platforms that aren't good enough for email marketing.(15:06) Find an email marketing platform that works for you.(17:38) Check out the price!(19:42) The email marketing platforms we recommend.(26:42) Check out The Email Hero Blueprint.(27:27) Subject lines of the week.[podcast_subscribe id="7224"]The email marketing platform we use and recommend - KeapPeople always ask us what we think the best email marketing platform is. And the one we've been using for more than 10 years is Keap (which used to be called Infusionsoft). They often sponsor our podcast and events, and we have a super close relationship with them. We think Keap is the best in class, and we always recommend it to any new business getting started with email.Keap is also the platform we know most instinctively. When we think about building email automations, for example, we think in the way that Keap builds things. Using a platform that works differently is a bit like thinking in one language and then having to say the words in another one. It's possible, but thinking and speaking in the same language is a lot easier. Before we go into the details of what email marketing platforms we think are good, let us tell you about the ones we think you should stay well clear of! Platforms that aren't good enough for email marketingWe think that some platforms on the market don't have the basic functionality to do good email marketing. For us, one key thing that an email marketing platform needs to have, for example, is an API that allows it to connect and integrate with other platforms and tools you use in your business. If the platform doesn't have an API, it makes it much harder for you to push data into third-party tools to run reports or create email automations. With that said, a platform we think is great for hosting a course but not good enough for email marketing is Kajabi, which, at the moment, doesn't have any connectivity. It's a locked box, and that's a deal breaker for us.In fact, except for one (GoHighLevel), we haven't come across any all-in-one platforms that are good enough for email marketing. We can see the appeal of these types of platforms because of having everything in one place. However, putting all your eggs in one basket is never the best plan. We've heard of platforms that suddenly stop businesses in a particular niche from having an account with them. And if this happens to you, it's not just your email marketing you have to worry about, but also your landing pages, your affiliate programme, your calendar, etc. Investing in all-in-one platforms is a false economy. And if you're trying to cut corners, it means you're not seeing your email list as an asset – you're treating it as a liability, which is a terrifying thought!Just like Kajabi, we think MailChimp isn't good enough for email marketing. Surprised? But it's true. And that's because they make simple things extremely difficult. When we first set up our business, we used to build email automations for other businesses, and MailChimp was awful! No wonder people started to think email marketing is complicated. If the tool makes it difficult, you're going to...

  “To conquer chaos, you must step into the eye of the storm with the heart of a strategist and the precision of a maestro." Clate Mask   About Our Guest: Clate Mask is the CEO and Co-Founder of Keap, a business automation software tool. Clate has a BA in Economics from ASU, as well as an MBA and a JD from Brigham Young University. He joined his brothers-in-law in 2002, developing the business we know today as Keap. Clate has been educating and inspiring entrepreneurs for over a decade and is recognized by the small business community as a visionary leader. Clate is not only an accomplished businessman and family man but also someone who's passionate about helping entrepreneurs overcome the messiness that often stifles growth   Episode Summary: This episode is powered by Move to Millions Live   One thing is for sure and two for certain, scaling and sustaining a business has the potential to create chaos.  From exposing the gaps in your business infrastructure to challenges with team, it can be a time when everything you believe is called into question and as a result, you're looking for a way out. My guest, Clate Mask, has the anecdote to Conquering the Chaos based on his new book of the same name.  During this powerful conversation, we'll explore the misconception that chaos is an inevitable part of running a small business and share insights on how to break through to freedom and efficiency. Clate and I will talk about the six keys to success, tailored to help you as an entrepreneur harness the full potential of your vision and strategy, streamline operations through automation, and embrace effective leadership. Clate's experiences as a Christian, family man, and head of a billion-dollar company bring a unique perspective on aligning identity, vision, and execution to not just 'make it' but to thrive in the journey of growth. Moreover, we'll highlight the transformative power of mindset, discussing how seeing oneself as God sees you, and embodying the belief in your success, is essential to winning at business and life. We'll touch on the intertwining of personal triumph and business mastery, as well as the game-changing potential of automation. So, if you're ready to conquer the chaos and claim your spot at the millions table, grab your pen and paper and listen in to discover: How to find the balance between scaling a business and having a personal life The essential nature of leadership in guiding company success How to align your identity with your company's vision The transformative power of aligning identity, mindset, and action to not only reach the million-dollar threshold but to burst through it with voracity. And so much more   Powerful Quotes from The Episode: "To conquer chaos, you must step into the eye of the storm with the heart of a strategist and the precision of a maestro."—Clate Mask "A million-dollar mindset is not a luxury; it is a requirement to cross the threshold into abundance."—Darnyelle "In the DNA of every successful business, automation is the gene of liberation, strategy is the molecule of expansion."—Clate Mask "Embody the mindset of prosperity, and the universe will conspire to meet your conviction."—Darnyelle "Leadership is not a title; it's an identity carved into your very essence, compelling your business to follow where you lead."—Clate Mask   Move to Millions Wisdom Questions: Book: Conquer the Chaos, Clate Mask Favorite Quote: “If you want to change anything, first change your identity, then take actions that are consistent with your new identity.” Clate Mask Tool Clate Swears By: Keap   How to Connect with Clate Mask: Website: https://keap.com/about/leadership Linked In: https://www.linkedin.com/in/clatemask/ Book: https://conquerthechaosbook.com/   Incredible One Enterprises, LLC is not responsible for the content and information delivered during the podcast interview by any guest. As always, we suggest that you conduct your own due diligence regarding any proclamations by podcast guests.  Incredible One Enterprises, LLC is providing the podcast for informational purposes only.   Want more of Darnyelle? Partner With Us To Scale Your Company Join the Move to Millions Facebook Group   Social Media Links: http://www.instagram.com/darnyellejerveyharmon http://www.facebook.com/darnyellejerveyharmon http://www.twitter.com/darnyellejervey http://www.linkedin.com/in/darnyellejerveyharmon Subscribe to the Move to Millions Podcast: Listen on iTunes Listen on Google Play Listen on Stitcher Listen on iHeartRadio Listen on Pandora   Leave us a review Are you subscribed to my podcast? If you're not, I want to encourage you to do that today. I don't want you to miss an episode. I'm adding a bunch of bonus episodes to the mix and if you're not subscribed there's a good chance you'll miss out on those. Now if you're feeling extra loving, I would be really grateful if you left me a review over on iTunes, too. Those reviews help other people find my podcast and they're also fun for me to go in and read. Just click here to review, select “Ratings and Reviews” and “Write a Review” and let me know what your favorite part of the podcast is. Thank you!

Integrating onboarding coaching into your strategy can improve customer success and drive acquisitions, especially if your SaaS product is more complex or targets enterprise users. But where do you begin? In this episode, Wes is joined by Clate Mask, CEO and founder of Keap, to talk about the importance of understanding user needs and delivering tailored solutions through coaching sessions.  Doing so bridges the gaps in product understanding, knowledge, and skills.    Key Takeaways: [2:30] What SaaS companies benefit the most from onboarding coaches  [8:20] Why Keap started using coaching  [16:30] The economics of hiring onboarding coaches [19:45] Must-have skills for these coaches [26:00] Ways to tailor coaching to your SaaS product [33:30] Clate's new book Conquering the Chaos About Clate Mask: Clate is the CEO and co-founder of Keap, the leading provider of business automation software for small businesses, and co-authored Conquer the Chaos: The Six Keys to Success for Entrepreneurs. Links: Clate Mask | LinkedIn Conquer the Chaos

Check out Chalene's Instagram as you listen! Start An Email List From Scratch With Instagram? I'll show you how to turn your Instagram followers into email subscribers, make the most of lead magnets, and get savvy with email marketing tools like ActiveCampaign, MailChimp and Keap. I will spill all the secrets on crafting those click-worthy emails, rocking your Instagram stories to engage your followers, and smart ways to use Instagram ads to supercharge your list growth. Watch this episode on YouTube!! Check out InstaClubHub!!  For Just $7!! The ONLY All-In-One Instagram Resource Community Designed To...Grow Your Following and Reach More Customers on Instagram™(All in Just Five Minutes a Day!) Go to InstaClubHub.com/Trial Related Episodes: How To Grow An Email List In 2024 Watch Listen CRM List Keap HubSpot MailChimp HubSpot ActiveCampaign ConstantContact SendInBlue GetResponses    Not great at tech? Use the service we use to grow our email list, create custom flows, sales funnels and take care of our customers every day http://keapnow.com/chalene   Check out the top 25 Things You Can Delegate to a BELAY Virtual Assistant Today! Just text TRIBE —that's T-R-I-B-E—to 55123 to get access to this list and get started with BELAY today   We would love to hear from you! Leave your questions or messages for Chalene and Brock RIGHT HERE   Join me on Patreon 7 Days for FREE!! THE ULTIMATE show for Lifers who want insider-girlfriend-relatable content. In other words, lots more tea! Go to http://chalene.com/more   Sign Up For MY WEEKLY NEWSLETTER     Connect with us on your fav social platform: Chalene: Instagram: www.Instagram.com/ChaleneJohnson    Facebook: www.Facebook.com/Chalene    TikTok: @chaleneOfficial Twitter: www.Twitter.com/ChaleneJohnson Brock: Instagram: @Brock11Johnson TikTock: @brock11johnnson

Want to find out how to automate not only your marketing but, your sales too? Wondering who created the term marketing automation and how it all started?In this episode of 7-8 Figure Special Series I interviewed Clate Mask. Clate is the CEO and Co-Founder of Keap, the leading all-in-one sales and marketing software built for small businesses. Keap serves consultants, marketing agencies, coaches, startups and countless other growth-focused small businesses that are striving to unlock their potential through the power of sales and marketing automation.Dive into the customer lifecycle, uncover the power of personalization, and learn how to automate for profit and freedom. Say goodbye to chaos and hello to efficiency with insights from the man who named marketing automation itself. Don't let your business miss out on these game-changing strategies. Tune in now and take the first step towards seamless growth!Learn how to automate your marketing & sales. Check this out!Show Links:Keap Website: https://keap.com/Get Clate's New Book " Conquer The Chaos" : https://conquerthechaosbook.com/Book a call with Michelle: https://www.AwarenessStrategies.com/m30Join our Facebook group for business owners to get help or help other business owners! The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/Digital Adoption Roadmap: https://www.awarenessstrategies.com/digital-adoption-roadmap/

Clate Mask, Co-Founder of Keap and author of Conquer the Chaos: The 6 Keys to Success for Entrepreneurs, shows you how to reclaim your sanity and your business with a simple but powerful approach to your daily personal and professional activities. Improve your storytelling immediately with my The ABTs of Agile Communications™ quick online course to learn the agile narrative framework that all influential business communication is built. Grab your copy of The Narrative Gym for Business, a short guide on crafting ABTs for all of your communications.  Read Brand Bewitchery: How to Wield the Story Cycle System™ to Craft Spellbinding Stories for Your Brand.  #StoryOn! ≈Park

NY Times bestselling author, Clate Mask, is CEO of Keap, the small business automation leader. Keap is an 8-time Inc5000 winner, serving 100k users, with 1 billion dollar in revenue generated. Top 3 Value Bombs 1. Some people have like this systems block. The fact is when you systematize things, it changes everything and you can build an amazing, scalable business that runs without you. 2. For entrepreneurs, there are three personal keys, three business keys, the personal keys are mindset, life vision and a rhythm of execution. The business keys are strategy, automation and leadership. 3. As the leader, the buck stops with you and take accountability. All problems are leadership problems. Gift for Fire Nation! Get the playbook John Lee Dumas used to grow his business - Keap Sponsors HubSpot Starting your year off strong and accomplishing goals like increasing revenue and faster growth starts with the right selling tools. And for that, there's the all new Sales Hub from HubSpot. Head to HubSpot.com/sales to try it for free Thought-Leader Ever thought about giving a TEDx talk. Visit Thought-Leader.com/fire to join a free training and learn how to land a TEDx Talk and spread your message to millions CBDistillery: With over 2 million customers and a solid 100 percent guarantee, CBDistillery is the source to trust for pure, effective CBD products. Visit CBDistillery.com and use code FIRE for 20 percent off

NY Times bestselling author, Clate Mask, is CEO of Keap, the small business automation leader. Keap is an 8-time Inc5000 winner, serving 100k users, with 1 billion dollar in revenue generated. Top 3 Value Bombs 1. Some people have like this systems block. The fact is when you systematize things, it changes everything and you can build an amazing, scalable business that runs without you. 2. For entrepreneurs, there are three personal keys, three business keys, the personal keys are mindset, life vision and a rhythm of execution. The business keys are strategy, automation and leadership. 3. As the leader, the buck stops with you and take accountability. All problems are leadership problems. Gift for Fire Nation! Get the playbook John Lee Dumas used to grow his business - Keap Sponsors HubSpot Starting your year off strong and accomplishing goals like increasing revenue and faster growth starts with the right selling tools. And for that, there's the all new Sales Hub from HubSpot. Head to HubSpot.com/sales to try it for free Thought-Leader Ever thought about giving a TEDx talk. Visit Thought-Leader.com/fire to join a free training and learn how to land a TEDx Talk and spread your message to millions CBDistillery: With over 2 million customers and a solid 100 percent guarantee, CBDistillery is the source to trust for pure, effective CBD products. Visit CBDistillery.com and use code FIRE for 20 percent off

Ready to conquer the chaos and Happy Hustle your way to a life you love? In this episode of the Happy Hustle Podcast, I chat with Clate Mask, the CEO and co-founder of Keap, a New York Times bestselling author, and an absolute wizard when it comes to conquering chaos in both personal and professional realms. Clate dives deep into his passion for helping small businesses not only survive but thrive. We're talking about the six keys to success that he reveals in his book, "Conquer the Chaos." And let me tell you, it's not just theory—Keap, the automation software he's built, has helped over 25,000 businesses and 100,000 users individually! We also discuss how to maintain that ever-elusive balance in life, the role of mindset, and the game-changing power of systems and processes in reducing chaos. So, whether you're knee-deep in entrepreneurship or just looking for ways to level up your life, this episode is packed with insights and actionable tips. Tune in now and stick around till the end for that golden opportunity Clate is generously sharing!In this episode, you will learn: 03:00 Motivation for Writing the Book08:57 The Six Keys to Conquer Chaos09:34 Defining Success and Freedom16:20 Starting with a Clear Life Vision19:09 The Importance of Striving for Balance22:41 The Chaos in Business and the Need for Systems25:28 The Challenge of Implementing Systems29:53 The Role of Processes in Conquering Chaos33:09 The Growth and Freedom Summit36:50 The Tragic Consequences of Ignoring Chaos38:04 The Importance of a Morning Routine40:00 The Value of Money and Faith in EntrepreneurshipWhat does Happy Hustlin mean to you? Clate says it really is that balanced growth like you're growing you're getting better It's not you're not sitting back like you're getting better in every way every area of your life balanced growth in business and personal life that produces freedom.Connect with Clatehttps://www.instagram.com/clatemask3/https://www.linkedin.com/in/clatemask/ Find Clate on his website: keap.comConnect with Cary!https://www.instagram.com/cary__jack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance (https://www.thehappyhustle.com/book)Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course (https://thehappyhustle.com/thejourney/)Apply to the Montana Mastermind Epic Camping Adventure (https://thehappyhustle.com/mastermind/)“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!” Episode sponsor BIOptimizers Magnesium Breakthrough (https://magbreakthrough.com/vip?gl=65132c943f5d60f00f8b4567&coupon=hustle)This stuff is a game-changer! Magnesium Breakthrough packs all 7 forms of magnesium, designed to support stress management, promote muscle relaxation, regulate the nervous system, control stress hormones, boost brain function, increase energy, and enhance sleep.I take 2 capsules before bedtime, and it's been a game-changer for me. The best part is, BIOptimizers offer a risk-free 365-day money-back guarantee. No results, no problem – they'll refund you, no questions asked. It's a win-win!Head over to magnesiumbreakthrough.com/hustle and use code "hustle" for an exclusive 10% discount on any order. Plus, for a limited time, you'll score some special gifts with your purchase.BELAY Solutions (https://resources.belaysolutions.com/happyhustle?utm_campaign=The%20Happy%20Hustle&utm_source=email&utm_medium=Email%20Newsletter%20-%20D2E&utm_content=HH%20Native%20Ad%201)BELAY is a flexible staffing solution that helps busy leaders find the right help. Their bench of exceptional U.S.-based Virtual Assistants can handle the tedious tasks you no longer have time to accomplish.My experience with BELAY has been a game-changer for my business. They have a talented team of VAs, Bookkeepers, and Social Media Managers that I'm sure can help you and your business. To learn more about how to delegate, download a free copy of BELAY's ebook, Delegate to Elevate, to get back to what you do best with BELAY! (https://resources.belaysolutions.com/happyhustle?utm_campaign=The%20Happy%20Hustle&utm_source=email&utm_medium=Email%20Newsletter%20-%20D2E&utm_content=HH%20Native%20Ad%201)

Do you ever feel like there just aren't enough hours in the day to chase your dreams while still maintaining a balanced life? Well, what if I told you there's a secret weapon to help you reclaim your time and create more freedom than ever before?In this solo episode of the Happy Hustle Podcast, I dive deep into the world of SAP's – Standard Automated Procedures. You might be familiar with SOPs (Standard Operating Procedures), but SAPs take things to a whole new level of efficiency and freedom.Recently, I had the pleasure of chatting with Clate Mask, the mastermind behind Keap and Infusionsoft, about how SAPs can revolutionize your personal and professional life. And let me tell you, it's a game changer.So, what exactly are SAP's, and how can they transform your reality? Imagine having systems in place that automate repetitive tasks, giving you more time to focus on what truly matters. Whether you're an entrepreneur or simply someone striving for a harmonious blend of ambition and well-being, SAPs are the key to unlocking your full potential.And the best part? Once you set up these automated procedures, they work tirelessly in the background, freeing you up to pursue your passions and live life on your own terms.Ready to take the first step towards a happier, more fulfilling life? Start by embracing SAPs and watch as they revolutionize your approach to work and play.Remember, your time is your most valuable asset. So why not invest it wisely.So, let's embrace the power of automation and create a life filled with freedom, passion, and purpose.Connect with Cary!https://www.instagram.com/cary__jack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance (https://www.thehappyhustle.com/book)Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course (https://thehappyhustle.com/thejourney/)Apply to the Montana Mastermind Epic Camping Adventure (https://thehappyhustle.com/mastermind/)“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!” Episode sponsor BIOptimizers Magnesium Breakthrough (https://magbreakthrough.com/vip?gl=65132c943f5d60f00f8b4567&coupon=hustle)This stuff is a game-changer! Magnesium Breakthrough packs all 7 forms of magnesium, designed to support stress management, promote muscle relaxation, regulate the nervous system, control stress hormones, boost brain function, increase energy, and enhance sleep.I take 2 capsules before bedtime, and it's been a game-changer for me. The best part is, BIOptimizers offer a risk-free 365-day money-back guarantee. No results, no problem – they'll refund you, no questions asked. It's a win-win!Head over to magnesiumbreakthrough.com/hustle and use code "hustle" for an exclusive 10% discount on any order. Plus, for a limited time, you'll score some special gifts with your purchase.BELAY Solutions (https://resources.belaysolutions.com/happyhustle?utm_campaign=The%20Happy%20Hustle&utm_source=email&utm_medium=Email%20Newsletter%20-%20D2E&utm_content=HH%20Native%20Ad%201)BELAY is a flexible staffing solution that helps busy leaders find the right help. Their bench of exceptional U.S.-based Virtual Assistants can handle the tedious tasks you no longer have time to accomplish.My experience with BELAY has been a game-changer for my business. They have a talented team of VAs, Bookkeepers, and Social Media Managers that I'm sure can help you and your business. To learn more about how to delegate, download a free copy of BELAY's ebook, Delegate to Elevate, to get back to what you do best with BELAY! (https://resources.belaysolutions.com/happyhustle?utm_campaign=The%20Happy%20Hustle&utm_source=email&utm_medium=Email%20Newsletter%20-%20D2E&utm_content=HH%20Native%20Ad%201)

Here's what to expect on the podcast:How has the significance of video evolved for businesses over time?What technological challenges do businesses currently face in adapting to the fast-paced digital landscape?What issues do people often notice when using AI in the digital world?How does building personal connections contribute to success in business?And much more! About Anthony:Anthony Cassara says that he lives his life by 4 golden rules: Do what you say, finish what you start, show up on time, and say please and thank you. It's also how he runs his business. As Principal/Founder of True Productions, a full-service Digital Agency in Chicago.He founded True Productions in 2008.  As a boutique full-service digital agency, True Productions is proud to offer a long list of digital services, including Final Cut Pro, Keap, Salesforce, WP Engine Graphic Design for Print & Web Logo Production, and more.Anthony is a Certified Partner with Infusionsoft/Keap and is regularly featured in their monthly spotlight for creativity and exceptional use of technology. In 2020, True Productions was certified by Inc. 5000 as one of the fastest-growing companies in the Midwest.  Recently, he co-founded a digital media business with partnerships in Bulgaria, allowing him the privilege to serve an even wider variety of clients and industries in the future.Anthony's wife, Jamie, joined the team as co-owner in 2016, and it's made True Productions stronger than ever. Anthony and Jamie live in Pittsburgh with their young daughter. Connect with Anthony Cassara!Website: https://trueproductions.com/Blog: https://trueproductions.com/blog/Instagram: https://www.instagram.com/tpmediaservices Connect with  Anne Zuckerman!Websites: https://justwantedtoask.com/ | https://annezuckerman.com/Bezi Woman:  https://beziwoman.com/ | https://www.beziwoman.shop/two-step-order1591558404525Facebook: https://www.facebook.com/bezibradiscsInstagram: https://www.instagram.com/beziwoman/

Are you looking to take your note business to a new level but don't know where to begin? Then you'll want to join Scott Carson during his 4-Week Note Coaching Implementation Training Calls in January to help you Find, Fund, and Flip more deals.In Week 2, Scott shares what you need to put into place to attract and retain private investors. Scott shares why you need to create some digital assets and implement some marketing tools to stand out from the crowd. He shares why having an executive summary, pitch deck, and updated website are some of the key assets that help share your story while educating investors about your business. Scott also shares why you want to start using a CRM like Keap.com, text message marketing, and other tools to help you systematize and automate your investor communication. He breaks down several effective websites of his students and goes through the step-by-step approach to talking with investors once they've reached out to you to find out more information.Watch the original video HERE!Book a Call With Scott HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

On this week's episode of Speaking to Influence, join Clate Mask, CEO of Keap Small Business Automation, as he tells Laura about when he knew it was time to put his career on the line by giving an ultimatum to his company, rather than continuing the battle of trying to persuade. In this episode you will learn: The importance of business automation for business owners and overburdened team members, and the need for entrepreneurs to have effective systems and processes in place to conquer chaos and achieve growth, freedom, and profit How Clate handled his frustration with the direction of his company and finally mustered the courage to send an email to the lead board member, expressing his concerns and giving an ultimatum rather than continuing to try to persuade. How to script conversations to bridge the gap between intentions and actions. How Clate had individual conversations with team members to gather feedback and create a safe environment for open discussion, modeling vulnerability and encouraging others to give and receive feedback, following the principles from Patrick Lencioni's book, "Five Dysfunctions of a Team." 24 Hour Challenge: Have repeat conversations with someone when your message has not landed. Reflect on where there may have been a gap and try again. About Clate: NY Times best-selling author, Clate Mask, is the entrepreneur's guide and the CEO and co-founder of Keap, the leader in small business automation software. Keap is an 8-time Inc 5000 winner and is widely used by savvy small businesses to grow with automation. Clate's passion is helping small businesses conquer the chaos and grow their business using the Six Keys to Success. When Clate isn't serving entrepreneurs and building Keap, he loves to spend time with his wife, Charisse, their six kids, and their grandkids. He also loves playing golf and watching sports, with serious passion for the Arizona pro sports teams. He is intimately familiar with the balancing act of entrepreneurs, which is what drove him to discover and teach the Six Keys. Because success as an entrepreneur means having a great business and a great life. Mentioned in the Episode: “Conquer the Chaos: The 6 Keys to Success for Entrepreneurs” – Clate Mask “The Five Dysfunctions of a Team” – Patrick Lencioni “Pre-suasion:  A Revolutionary Way to Influence and Persuade” – Robert Cialdini You can connect with Clate in the following ways: Clate LinkedIn: https://www.linkedin.com/in/clatemask/ Keap LinkedIn: https://www.linkedin.com/company/keap-growing/ Keap Twitter: https://twitter.com/keapgrowing Keap Website: http://www.keap.com   You can connect with Dr. Laura Sicola in the following ways: LinkedIn: https://www.linkedin.com/in/drlaurasicola LinkedIn Business Page: https://www.linkedin.com/company/vocal-impact-productions/ YouTube: https://www.youtube.com/c/VocalImpactProductions Facebook: Vocal Impact Productions Twitter: @LauraSicola Instagram: @VocalImpactProductions Website: https://vocalimpactproductions.com/ Laura's Online Course: virtualinfluence.today   See omnystudio.com/listener for privacy information.  See omnystudio.com/listener for privacy information.

This week on How To Win: Clate Mask of Keap, marketing automation and CRM platform for small businesses. You'll hear how Keap found the right customers, why they combined software with services, and how Keap evolved its marketing over time.Key Points:01:15 Building the initial product based on own business needs03:00 Pivoting to serve small businesses dealing with chaos04:30 Evolving from just marketing automation to full business automation07:15 Renaming the company to reflect simplicity and ease of use09:45 Sticking to core small business customers amid pressure13:00 Combining software, services, and strategy for customer success22:30 Embracing partners and gradual upmarket moves for growthMentioned:Clate Mask's LinkedinClate Mask's XKeapMy Links:TwitterLinkedInWebsiteWynterSpeeroCXL

Today's guest started her career in market research which kickstarted her affinity for data. She's turned customer insights into healthy growth for companies such as Upwork, American Express, Farmer's Insurance, and The Nature Conservancy. In recognition of her work, she won the 2020 Demand Gen B2B Innovator Award. Kirsten Markson is the CMO of Keap, The post Leverage listening in your marketing strategy with Kirsten Markson appeared first on WebMechanix.

In today's episode, Gina discusses the immense value of a variety of breathing techniques for anxiety recovery and mental health in general. Mainstream healthcare services fail to recommend these low cost, research backed breathing techniques that can lead to dramatic improvements in persons suffering with chronic anxiety.. Listen in for details about the research behind these techniques and how to get started with these techniques today! Article from Z Health Education Breathing for Anxiety Disorders (One Size Does Not Fit All) https://zhealtheducation.com/blog/breathing-for-anxiety-disorders-one-size-does-not-fit-all/?utm_source=Keap%20broadcast&utm_medium=email&utm_campaign=blog Please visit our Sponsor Page to find all the links and codes for our awesome sponsors! https://www.theanxietycoachespodcast.com/sponsors/ Thank you for supporting The Anxiety Coaches Podcast. Find even more peace and calm with our Supercast premium access membership! https://anxietycoaches.supercast.com/ Here's what's included for $5/month: ❤ New Ad-Free episodes every Sunday and Wednesday ❤ Access to the entire Ad-free back-catalog with over 600 episodes ❤ Premium meditations recorded with you in mind ❤ And more fun surprises along the way! All this in your favorite podcast app! To learn more go to: https://www.theanxietycoachespodcast.com Join our Group Coaching Full or Mini Membership Program  Learn more about our One-on-One Coaching What is anxiety? Quote: The quality of your breath determines the quality of your life. - Esther Sternberg Chapters 0:00:24 Breath Work: The Vital Role in Anxiety Treatment 0:02:35 Customized Breathing Protocols for Optimal Anxiety Management 0:14:22 Overview of Different Breathwork Approaches 0:18:39 Customized Breathing Protocols for Profound Results 0:22:41 The Power of Breath for a Better Life Summary In this episode of the Anxiety Coaches Podcast, I discuss the importance of breath work in the treatment of anxiety disorders. I refer to an article by Z-Health that highlights the customized training protocols for breath work and emphasizes the connection between breathing and anxiety. Mainstream treatments often overlook breathing interventions, despite the established link between the two. I share my personal experience with breathing techniques and how they helped me manage panic attacks. The article also mentions various breathwork approaches, such as diaphragmatic breathing and slow breathing techniques, that have been found effective in reducing anxiety symptoms. However, there are contrasting views on breath work involving hyperventilation, as it can potentially trigger anxiety in some individuals. I stress the importance of tailoring breathing interventions to each individual's specific needs and responses. I believe that integrating breath work into mainstream therapeutic protocols would be a cost-effective and accessible approach to managing anxiety disorders, particularly for those who cannot take medications or have had negative experiences with them. I encourage listeners to advocate for this type of treatment and spread awareness about its effectiveness. If you are still experiencing anxiety, trouble sleeping, or panic and haven't found relief from medications, it's time to consider breathwork. Research different techniques and find a protocol that suits your specific needs. It's important to take into account any underlying health issues you may have, such as asthma or sensitivity to changes in breathing. Discuss these options with your healthcare provider so they can help guide you towards a protocol that works for you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Key Insights: Why every business owner needs a core intellectual property.Balancing Act: Tips from Mwale and Chantel on managing family life and a successful business.Transitioning into Entrepreneurship: The pivotal steps to pivot from a traditional career.The Power of Writing: How using a book can supercharge your business marketing strategy.Awards & Recognition: Celebrating the Henrys' notable achievement - the 2020 IKON Award from KEAP.Featured Works: Dive into their success stories with organizations like the NFL and BET.Connect with Mwale and Chantel: Discover more about their ventures on their website joinloe.com and follow their journey on Instagram @mwaleandchantel.

How do you take someone from being a brand-new lead to a raving fan? And how do you do it in a way that allows your business to grow without becoming too reliant on your time and effort? The answer for most (smart) digital marketers lies in automation.Automation can be very personal as you take a potential new client from lead capture to lead conversion and then even life cycle automation. Understanding how your CRM interacts with your database is also crucial as you set about creating something that doesn't require you to be there all the time.Clate Mask is the CEO and Co-Founder of Keap, a private company that offers an e-mail marketing and sales platform for small businesses, including products to manage customers, customer relationship management, marketing, and e-commerce. Clate is espousing the virtues of automation in today's conversation with host Mark de Grasse, to the point where it becomes clear that not automating is almost irresponsible for your business. Clate also offers solid tips on how to automate one thing at a time, and how to be consistent with your automation as you find and then look after your next 'raving fan'. Learn about the importance of automating, how to generate email follow-up, and all the steps in between, as you make your business less dependent on you so that you avoid that nasty plateau that becomes all too common when we try to do it all ourselves!Visit keap.com/dm to download the guide on how to automate your customer lifecycle and design your customer journey with intention. By downloading the guide you will also be given access to a free 30-minute consultation.'Grow your revenue. Create more fans. Work fewer hours.' Upgrade your small business CRM by visiting keap.com today and experience the joy of automation for you and your business. Key Takeaways:03:00 Why Automation is so useful for agencies04:54 What are some of the processes that agencies have automated that have made a big difference in their business?06:54 What happens after you collect a lead? Automating the email follow-up and all the steps in between08:15 Understanding the value of the lead intake process for events, reviews, and referrals12:09 A Keap customer success story: Building your business on automation14:06 Beware the plateau! How automation allows you to do higher-value activities16:35 Automating from lead capture to lead conversion20:30 What happens when you put automated follow-ups in place? 22:25 The importance of automating something meaningful25:00 Why it's almost irresponsible not to automate your business from a risk standpointConnect with Clate Mask:Website - https://keap.comThe Guide to Automation - https://keap.com/dmBe sure to subscribe to the podcast at: https://www.digitalmarketer.com/podcast/Facebook:...

Lisa cut her teeth as an entrepreneur when she was 19 when she purchased London's only roller rink and on Friday and Saturday nights held raves for sometimes up to 10,000 people. By the mid 90's she had a company that was the first to ever place an advertiser in a computer game and was working with FMCG and Bluechip brands such as adidas, Kellog's, McVitie's Quaker, Ferrero Roche, Sony - working with their marketing boards on their brand placement as well as developing promotional on pack and in pack software for them and then making Xbox and PlayStation games for large US publishers. By her mid 30's she was semi retired and raising her young family in her villa in the South of France. In the last few years she grew a domestic gas & plumbing business from under £20k a month to over £80k a month alongside her primary gig - The Business Catalyst.. Now known affectionately as The Queen of Automation, and awarded the title of Top International Service partner by Keap (formerly known as Infusionsoft) - the best in class CRM and automated sales and marketing software - Lisa's focus is now on unleashing business owners. Taking her over 3 decades of business and marketing experience - she designs the Ideal Customer Journey and implements the systems, automations and procedures to unlock the potential in businesses of all shapes and sizes by • Saving them time • Growing their sales • And getting them organised. https://thebusinesscatalyst.co.uk/ https://www.instagram.com/the_queen_of_automation/ https://www.linkedin.com/in/lcatto/ https://www.linkedin.com/company/the-business-catalyst-london/ https://www.facebook.com/girlygeek/ https://www.facebook.com/TheBusinessCatalystUK 2:17 "What are you doing with all these ways we can show up in the world?" -Brian Keith 3:44 "Automation clears the space to build human relationships."-Lisa Catto 5:54 "This is just the next step in evolution." -Lisa Catto 7:42 "How do you discern what to focus on?" -Brian Keith 11:47 "Why don't you work out the optimal path?" -Brian Keith 16:14 "It's not about credibility, it's about being congruent." -Lisa Catto 18:07 Values Alignment 19:13 "The ones that are not aligned with you are the ones that take up the most time." -Lisa Catto

Brett invites a Juice customer on to discuss the exciting launch of “Revenue Impact.” Leah Byrd is the Senior Manager of Integrated Campaigns at Keap, a CRM sales and marketing automation platform for small businesses; it's a middle ground between Mailchimp and HubSpot. They discuss demand-gen, the role of content, and the blackhole that is content syndication.0:55 Conversation with Leah2:05 Keap4:27 Adapting5:40 Role of content8:35 Content syndication11:24 Utilizing The Juice15:18 Impact of content18:12 OutroSign up for Modern Day Marketer (the newsletter)Follow Leah: LinkedIn | Keap Follow The Juice:| Website | Blog | Twitter | LinkedInFollow Brett:| Twitter | LinkedIn 

By the time Russell Lester landed inside Intuit's department of analysis in 2009, the unremarkable career path on which he had first set out nearly 10 years earlier had become brimming with possibilities. Back in the early 2000s, Lester tells us, he was hired by the company Harland Clarke (now Vericast) as an analyst specializing in customer information and insights. “This was not traditional finance, and I was sort of tiptoeing around what we would broadly call ‘analytics' today,” remembers Lester, who notes that his adeptness with data analysis eventually resulted in his assignment to a role responsible for pioneering the company's performance management discipline, which subsequently helped to open the door to Harland's financial planning and analysis function. At the time when a recruiter for Intuit called, Lester was responsible for overseeing Harland's FP&A discipline. It seemed that one of Intuit's divisional presidents was seeking to hire a senior finance executive with a distinguished data insight and analysis resume. “I had the FP&A background, and at the same time it was clear that I had been involved with things that touch the customer as well as the go-to-market team,” recalls Lester, whose career at Intuit is notable in part for his inclusion on the due diligence team involved in the headline-grabbing sale of Intuit's financial services data insight division to private equity firm Thoma Bravo for more than $1 billion. No longer an anomaly, Lester's customer-centric, data insight resume was now capable of opening doors to both senior finance and operational roles. In 2017, Lester accepted a VP of marketing operations position with Keap, a CRM applications vendor that immediately tasked him with establishing a single source of truth for data across the organization. It wasn't long before Lester's world was once again intersecting with the finance function, a development that eventually led to broader planning and analysis responsibilities across both operations and finance. A couple of years later, Keap found itself in search of a new finance leader—a development that Lester was monitoring somewhat passively until a mentor challenged him to throw his hat in the ring.   “He told me that he thought that I was already ‘doing the work' and that I should have a conversation with board—so I did,” explains Lester, who would be named CFO of Keap in early 2020. Reflecting on the career path behind him, Lester can't help but draw our attention to the quarries of customer information that he once mined daily. Says Lester: “We all perhaps have heard the advice ‘Connect yourself to numbers, and you will always have a job.' Well, someone once told me: ‘Connect yourself to the customer, and you will never go hungry.'” –Jack Sweeney 

IN EPISODE 129: To build a business or an organization, you need an ensemble. And the best way to do that is to find your watering holes. In Episode 129, Pamela Slim helps us identify our ideal customers and partners through a systematic approach. By creating the "widest net," we can operate within the right ecosystems, forge strategic partnerships with the right people, and nurture relationships the right way.  ABOUT PAMELA SLIM: Pamela Slim is an award-winner author, speaker and business coach who works with small business owners ready to scale their businesses and IP. She's advised thousands of entrepreneurs as well as companies serving the small business market such as Keap, Progressive Insurance, Constant Contact and Prezi. Together with Susan Cain, Pam has  helped build and launch the Quiet Revolution that's changed the whole conversation on what it means to be an introvert. She is the co-founder with her husband Darryl of the Main Street Learning Lab in Mesa, Arizona, a grassroots, community-based think tank for small business economic acceleration, and is the author of three books, most recently, The Widest Net: Unlock Untapped Markets and Discover Customers Right in Front of You. LINKS: Website: https://pamelaslim.com Book, The Widest Net: https://pamelaslim.com/the-widest-net Main Street Learning Lab: https://pamelaslim.com/ke

In this episode, Frauke brings back a favorite guest, Master Perfumer Christophe Laudamiel, to help educate us on the age-old debate of natural vs. synthetic in Perfumery. Christophe begins by defining what natural and synthetic molecules are, explains the role of petroleum and pine oil in perfumery raw materials, as well as describes the safety, availability, and consistency of natural materials vs. those from a lab. He debunks the myth that natural disasters are the reason brands move from natural to man-made (ie. Madagascar vanilla, Grasse rose, Tunisian neroli), and passionately pleads for more support for aromatic plant farmers and communities around the world. Christophe explains how he uses both naturals and synthetics to inform his artistic creations, and what role each plays based on what you're trying to achieve. He also discusses the "clean" movement and the importance of getting facts from the right sources, as well as explains the incredible misinformation about sustainability. This conversation is not only eye-opening and clarifying, but will leave you more informed that one is not better than the other, but rather both play important roles in Perfumery. Learn more about Christophe and his work here. Learn about Christophe's initiative The Perfumery Code of Ethics. Read the Keap article about Fragrance Transparency: Natural vs Synthetics Get Frauke's free ⁠Smell To Be Well audio training⁠ Follow Frauke on Instagram ⁠@falkaromatherapy ⁠ Follow Frauke on Facebook ⁠@falkaromatherapy ⁠ Visit the FALK Aromatherapy website: ⁠www.falkaromatherapy.com⁠ Check out Frauke's Scent*Tattoo project: ⁠www.scenttattoo.com⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/anaromaticlife/message

How to conquer the chaos of small business with entrepreneur Clate Mask. Clate is the co-founder and CEO of Keap (formerly Infusionsoft), a sales and marketing automation software for small businesses. He is a national speaker on entrepreneurship and small business success, and co-author of the New York Times bestseller “Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy”. Henry Lopez is the host of The How of Business podcast – helping you start, run and grow your small business. The How of Business is a top-rated podcast for small business and entrepreneurs. Find the best podcast, resources and trusted service partners for small business owners and entrepreneurs at our website.

With Tim Hyde, a Fixer, leading Keap Certified Partner, business growth strategist, and an authority in sales and marketing automation for small businesses in Australia. Tim co-founded one of Australia's first social media sites in 1999 pre-dating Facebook by 5 years, and spent much of the 00's educating people on how to get the most out of the emerging digital marketing landscape. He has since moved on to help businesses convert more of the attention they create from their marketing efforts and since 2014. He has worked with more than 1000 business owners in 37 countries to help them optimize their sales and marketing strategy with a particular focus on CRM, sales lifecycle and marketing automation. Tim brings your Digital Marketing to the next level. He also founded Win More Clients to help coaches, consultants and business owners create a leveraged, fast track to business growth. He provides business leaders with the advice, support, and tools needed to achieve more time, money, and freedom. In this engaging episode, Tim shares some secrets and tips on sales and marketing that would lead your business to a success, considering a major portion of your business focuses on this area. He also shares how social media platforms shift the way we interact with people and our business. You will hear about Tim's journey to how he shifted from using Yellow Pages as his way of advertisement to online marketing, how our focus on advertising channels differ from before to now. And you do not want to miss his thoughts on building relationships as the main core of marketing. To listen to our podcast and access the show notes, visit us at legalwebsitewarrior.com/podcast

Let your business revolve around your life and not the other way around, as Jason Wojo and Polish Peter share the steps to setting and implementing your life vision and the importance of having suitable belief systems. Keep tuning in, and don't let your career take away the life you deserve.Key Takeaways to Listen forWhy some people prioritize business over their lifeThe different categories of life you need to look intoHow to know if you're living your own visionReasons why it's okay to change and update your life visionBeneficial advice on what to expect investing in real estateResources Mentioned in This EpisodeLifeonaire by Steve Cook | Paperback & KindleFree Apartment Syndication Due Diligence Checklist for Passive Investor About Jason Wojo and Polish PeterJason Wojciechowski is a business owner, investor, keynote speaker, and CEO of Lifeonaire. He has founded multiple businesses, coached, consulted for, and worked alongside some of the country's most successful and smartest small business owners and investors. He has won the prestigious IKON “Let's Grow” business award from Keap (formerly known as Infusionsoft), of which there are 125,000+ users, and his passion is helping people create amazing lives and profitable businesses they love.  Peter Kolat, most known as “Polish Peter,” is the founder of Immigrant Masters Unite, the first-ever immigrant coaching mastermind. He is a transformational coach, speaker, business investor, and the 2022 Coach of the Year at Lifeonaire. He helps entrepreneurs build and upgrade their mindset for optimal performance in life and business. Connect with Jason and PeterWebsite: LifeonaireFacebook: LifeonaireTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GowYourShow.com and Schedule a call with Adam A. Adams

SEGMENT 1 with Clate Mask, starting at 0:00: How do you grow a business with inflation, supply chain problems, and scarcity of skilled people? CEO and co-founder of Keap, Clate Mask, is here to share his advice and lessons learned from growing his startup to $100+ million. SEGMENT 2 with Weldon Long, starting at 34:45: One of the ways to be successful in small business is actually one of the biggest challenges for most small business owners, and that is consistency. Weldon Long is here to share a powerful method for being positive and consistent in your small business.Sponsored by Truly Financial.

We always say, “What you measure matters,” on the podcast, and today is no exception. To keep you and your team fed, you need to measure metrics in your agency. Without this vital system in place, you likely have no idea how much money is coming in or being spent, which directly affects your team. That's why we have Marcel Petitpas here to teach us all about running your agency by the numbers. He's the expert in AGIs, delivery margins, and profit and loss statements, and he knows how to keep agencies on the right track. In this episode, we'll discuss the most important metrics agencies should already be measuring, how to improve time utilization, calculate billable rates, and the importance of excellent project management. It might seem like an intimidating topic, but we promise that it's not as painful as it looks, and it will make your life so much easier once you make the changes we discuss in this episode. Marcel Petitpas is the CEO & Co-Founder of Parakeeto, a company dedicated to helping agencies measure and improve their profitability by streamlining their operations and reporting systems, a problem he discovered while running his own agency back in his early 20's. He's also the fractional COO at Gold Front, an award-winning creative agency in San Francisco working with brands like Uber, Slack, Keap, and more. As well as the head strategic coach at SaaS Academy by Dan Martell, the #1 coaching program for B2B SaaS businesses in the world. A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here. What You Will Learn in This Episode: The importance of measuring metrics and agency finances The difference between delivery margins and delivery costs Three ways to improve delivery margins How to approach employee utilization differently to boost profitability Why time tracking shouldn't go out the window What to consider when setting billable rates The imperative role project managers play in measuring metrics Where agencies might face challenges in 2023