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5 episodes with key metrics
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4 episodes with key metrics
4 episodes with key metrics
3 episodes with key metrics
4 episodes with key metrics
3 episodes with key metrics
3 episodes with key metrics
Why do so many ecommerce brands struggle with their ROAS? Neil Twa and Cem Atik dive into the top three mistakes that can tank your return on ad spend and the key metrics you need to track. Cem, founder of Harucon Ventures, shares his insights from scaling brands to eight figures and flipping them like real estate. They discuss why channel diversity is crucial and how a single platform dependency can cripple your business. Cem reveals his strategy for identifying distressed assets and turning them into profitable ventures. Whether you're just starting out or managing a $10M+ brand, this episode offers actionable insights on improving your ROAS and building a sustainable ecommerce business. Ready to audit your AI readiness? Take the free 5-question assessment: voltagedm.com/aiquiz?utm_source=rss&utm_medium=show_notes&utm_campaign=ep289
In this episode of the Personal Injury Marketing Minute, host Lindsey Busfield is joined by Kerri Coby White, CEO of Kerri James, to discuss the critical role of intake in law firms. Kerri shares her expertise on the five T’s of intake—team, tools, tactics, targets, and tracking—and explains how these elements can transform a law firm’s client acquisition process. She emphasizes the importance of having a robust intake system to prevent lead leakage and ensure that marketing investments yield tangible results. Kerri also highlights the need for empathy and responsiveness in intake teams, cautioning against the premature use of AI in client interactions. The conversation provides actionable insights for law firms looking to optimize their intake processes and improve client conversion rates, ultimately enhancing their reputation and profitability. Key Timestamps: 00:01 – Introduction 00:11 – Guest Introduction: Kerri Coby White 01:02 – Importance of Law Firm Intake 02:15 – Evaluating Intake Success with KPIs 03:44 – Data-Driven Decision Making in Law Firms 05:00 – Key Metrics for Intake Teams 07:58 – Centralizing and Analyzing Data 09:08 – Role of AI in Law Firm Intake 12:29 – Common Intake Mistakes 13:47 – Importance of Empathy in Intake 16:35 – Testing and Maintaining Intake Systems 20:24 – Real-Life Example of Missed Opportunities 24:11 – Future of AI in Intake 30:02 – Recommended Tools for Lead Capture See all episodes or subscribe to the Personal Injury Marketing Minute here: https://optimizemyfirm.com/podcasts/. Why is focusing on intake crucial for law firms looking to optimize their marketing investments? Focusing on intake is essential because it ensures that potential clients are converted from leads into actual clients. Without a proper intake system, marketing investments can result in wasted resources if the leads generated are not effectively managed. Proper intake helps prevent lead and client leakage, ensuring that qualified leads are converted efficiently, thereby maximizing the return on marketing investments. What metrics should attorneys use to evaluate the success of their intake team? Attorneys should focus on several key performance indicators (KPIs) to evaluate their intake team, such as lead to qualified lead conversion rates. It’s crucial to know how many leads are generated, how many of those are qualified, and how many qualified leads convert into clients. Understanding these metrics, along with the return on investment (ROI) from marketing efforts, helps identify areas needing improvement and ensures that marketing spend is effective. How can law firms ensure their leads are not missed during the intake process? To avoid missing leads, firms need to centralize all lead data into a unified system rather than scattered across emails or spreadsheets. This centralized system should be monitored closely to ensure quick responses to inquiries. Speed to lead is critical as potential clients move on quickly if not engaged immediately. Ensuring that leads are managed through a lead management system can prevent lead loss and improve conversion rates. What role does empathy play in the intake process, and how can it affect client conversion? Empathy is crucial in the intake process because potential clients often reach out during stressful and emotional times. Intake specialists need to address clients’ needs first, providing a compassionate and understanding response. A lack of empathy can lead to a negative first impression, damaging trust and reducing the chances of converting a lead into a client. Hiring empathetic individuals who can genuinely connect with clients is vital for successful intake. What common mistakes do intake teams make that can hinder case conversion? Common mistakes include missing leads, being slow to respond, and failing to engage with empathy. These issues can lead to lost opportunities and damage a firm’s reputation. Intake teams need to ensure all leads are captured and responded to promptly. Additionally, intake specialists must be trained to handle calls with empathy, understanding the emotional state of potential clients to build trust and facilitate conversion. How can law firms effectively integrate AI into their intake process? AI can be used to enhance intake processes by providing listening tools to review call quality and identify training opportunities. However, AI should not replace human interaction in answering calls, as it lacks the empathy needed to connect with clients. AI can assist in streamlining processes, suggesting prompts for intake specialists, and ensuring data accuracy. It’s important to use AI where it benefits the client experience without compromising the human touch that is crucial in legal intake.
Kristen Beck, CEO and co-founder of Elly, shares her career path from being Trello's first revenue hire through leadership roles at Atlassian, Shogun, and Typeform, and explains why she returned to startups to build an AI-native recruiting platform. Elly focuses on capturing and learning from unstructured conversational data across hiring—from kickoff through interviews and debriefs—to help teams make better decisions, reduce time spent, and reveal patterns in successful hires. Beck outlines Elly's two main customer segments: high-volume employers (including manufacturing and home healthcare) and fast-growing startups, and describes how AI enables insights beyond basic efficiency gains. She discusses Elly's founding timeline, seed fundraising to $8M (Atomic incubation and Sorenson-led round), PLG-led growth via word of mouth, a free ATS with paid AI features using subscription-plus-usage pricing, and key metrics like K-factor and module adoption, with Elly headquartered in New York and a 10-person team. Show Notes: 00:00 Welcome and Intro 00:08 Kristen Beck Career Path 02:07 What Ellie Does 03:01 Why Build Ellie 04:44 Ideal Customer Profiles 06:08 How AI Changes Recruiting 08:57 Founding Story and MVP 09:41 Seed Round and Investors 10:35 Why Raise vs Bootstrap 11:49 Fundraising Lessons in Crowded Markets 14:20 Go To Market and PLG 18:42 Pricing and Usage Model 20:39 Key Metrics and Virality 22:19 Team and 2026 Priorities 23:56 AI Makes Distribution Matter 25:31 Where to Learn More Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/elly-raises-8-million-in-funding Kristen Habacht's LinkedIn: https://www.linkedin.com/in/kristen-habacht-80288780/ Elly's LinkedIn: https://www.linkedin.com/company/ellyai/ Elly's Website: https://www.elly.ai/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray
This is your RaceiQ Grand National Data Special — a fast, sharp, numbers-driven breakdown of the world's most famous race. We strip away opinion and focus on what actually matters:jumping efficiency, finishing speed, and performance against expectation And there's no one better to guide us through it than former jockey and RaceiQ lead analyst Page Fuller, who joins Emmet Kennedy.
In this episode of the Ecomm Breakthrough podcast, host Josh Hadley introduces his "TikTok Creator Engine," a structured system for turning product samples into loyal brand evangelists. Josh outlines five creator stages—Inactivated, Activated, Emerging, Performing, and Evangelist—and explains how to move creators through each using personalized outreach, gamification, community building, and targeted ad spend. He also details key team roles, essential KPIs, and onboarding strategies to replace the ineffective "spray and pray" approach with a scalable, relationship-driven affiliate program that generates consistent revenue.Links and Mentions:Tools and Websites"TikTok Creator Engine": "00:01:12""Shopify": "00:01:12""Amazon": "00:01:12""WhatsApp": "00:09:34""CRM (Creator Relationship Management System)": "00:11:42""TikTok Shop": "00:10:40""Fulfilled by TikTok": "00:13:55""Amazon MCF (Multi-Channel Fulfillment)": "00:13:55""Beehive": "21:31""Discord": "22:31""ChatGPT": "23:39"Videos and Playlists"YouTube Onboarding Videos": "00:18:51""YouTube Playlist for New Creators": "24:27"Concepts and Strategies"Creative Briefs": "23:39""Creative Brief": "00:42:53""Bingo Card Game": "28:51""Ad Spend Strategy": "00:39:18""Performance Coach Role": "00:41:54""Affiliate Support Specialist Role": "00:41:54""VIP Program": "00:43:50""Monthly Contests": "00:44:43""Personalized Contests": "00:48:19""Weekly Creator Calls": "26:10"Metrics and KPIs"Contact Information Capture": "00:51:08""Performance Metrics": "00:52:56""Pareto Principle": "00:45:38""Gamification": "00:44:43"Timestamps:00:00:00 Introducing the TikTok Creator EngineA systematic process to turn product samples into loyal brand evangelists, focusing on consistent revenue over viral moments.00:01:12 Host IntroductionJosh Hadley shares his background as an e-commerce entrepreneur, father, and host of the E-com Breakthrough podcast.00:02:17 Core Principles of the SystemThe system focuses on inspiring creators, tracking behavior, doubling down on winners, and ignoring the rest based on performance.00:04:10 Common Problems with Creator ProgramsOutlines issues brands face, such as creators not posting, one-off videos, wasted samples, and overreliance on TikTok DMs.00:06:49 The Five Stages of the Creator EngineAn overview of the five distinct stages creators move through: Inactivated, Activated, Emerging, Performing, and Brand Evangelist.00:10:40 The Required Team StructureDetails the three essential team roles needed to run the engine: Affiliate Support Specialist, Performance Coach, and Store Operations.00:15:03 Stage 1: Inactivated CreatorsFocuses on approving samples and, most importantly, capturing the creator's contact information to move them out of TikTok DMs.00:17:53 The 30-Day Onboarding SequenceA detailed breakdown of the first 30 days of communication, including emails and WhatsApp messages for new creators.00:21:31 Tools for the Activation ProgramDiscusses essential tools for creator activation, including email newsletters, community platforms like WhatsApp, and detailed creative briefs.00:24:27 The YouTube Onboarding PlaylistOutlines a mini-course for creators covering mindset, hook strategy, lighting, audio, and success stories to build relationships.00:28:51 Gamifying Onboarding: The Bingo CardA gamified "bingo card" system that incentivizes new creators to complete key tasks like posting multiple videos.00:30:42 Stage 2: Activated CreatorsCovers the team's actions once a creator posts their first video, including congratulations and providing initial feedback.00:33:29 High ROI Move: Boosting Videos with AdsA strategy to use small, targeted ad spend on new creators' videos to generate initial views and sales.00:35:29 Stage 3: Emerging CreatorsThe goal for this stage is to build consistency with creators who have momentum but aren't posting regularly.00:40:13 Stage 4: Performing CreatorsFocuses on scaling the output of consistent creators by building a personal relationship and offering exclusive VIP program invitations.00:45:38 Stage 5: Brand EvangelistsA high-touch strategy to retain top creators through personalized contests, gifts, and exclusive access to new products.00:50:16 Collecting Creator Contact InfoEmphasizes the critical importance of capturing creator contact information and offers creative methods like auto-DMs and product inserts.00:51:58 Key Metrics to MeasureA breakdown of the essential KPIs to track weekly, including samples sent, post rates, and GMV per stage.00:54:48 Daily Roles of the TeamA summary of the daily action items for the Affiliate Support Specialist and the Performance Coach within the system.00:55:50 Conclusion and Final ThoughtsA summary of the system's benefits, emphasizing that consistent action, refinement, and focus are the keys to success.Transcript:Josh Hadley 00:00:00 That activation stage is honestly the biggest miss that I see most brands like just completely skipping and they just go from inactivated creator to somebody went viral and it's as simple as that. And and that's all they're relying upon. Whereas we're going to methodically walk all of these creators through these five different stages. Welcome to the Ecomm Breakthrough podcast. I'm Josh Hadley. I've scaled my own ecommerce brand from 0 to 8 figures, and I'm actively building towards nine figures in sales. This podcast is where I document that journey and share the systems, the strategies, and the lessons learned in real time so that you can learn what actually matters and scale your own business. Today, I want to share with you all the TikTok Creator Engine. This is how we're turning thousands of samples into thousands of brand evangelists. This isn't just about like sending out as many samples as you possibly can. The spray and pray approach, just hoping that somebody will go viral. Rather, this is a systematic process that we follow to ensure that every sample we send out actually has the chance of helping some of t...
Welcome to another episode of Founders Club! On this episode we'll be talking to Neal Bawa about how to find great real estate markets to invest in. Connect with Founders Club Host Oliver Graf on Instagram: @OliverGraf360 In this episode of Founders Club, host Oliver Graf sits down with real estate data expert Neal Bawa, also known as the "Mad Scientist" of multifamily investing. Neal breaks down his powerful, data-driven approach to identifying the hottest real estate markets in minutes using five key metrics. From population and job growth to income trends and supply, you'll learn exactly how top investors remove guesswork and make smarter, more profitable decisions. Do me a solid and… Leave a 5 star review! Find me on Instagram: @OliverGraf360 Founders Club TikTok: @FoundersClubPodcast Subscribe to my YouTube channel: http://www.youtube.com/c/OliverGrafTV Get on my VIP email list and get new episodes of Founders Club straight to you inbox: http://eepurl.com/g_L2Ev Book me to speak: https://olivergraf.tv/speaking Book a 1-on1 coaching session: https://calendly.com/olivergraf360/vip ► JOIN OUR NATIONWIDE REAL ESTATE TEAM: https://www.100commissionrealestate.com
Drowning in analytics and not sure what actually matters? We get it! In this episode, Emma simplifies the overwhelm of reviewing your Q1 marketing performance by breaking down the four essential metrics that truly tell the story of your results. Instead of getting lost in endless data points, she explains how to focus on reach, saves and shares, profile visits, and DMs to understand what's working and what's not. You'll learn how each metric maps to a specific stage of your marketing funnel, from building awareness to driving real conversions. Emma also highlights how consumer behavior has shifted toward private engagement, making traditional metrics like likes and comments less reliable indicators of success. By the end of this episode, you'll feel confident analyzing your data with clarity and purpose, so you can make smarter, more strategic decisions heading into Q2. If you've ever wondered how to turn your content performance into actual business growth, this episode will show you exactly where to look and what to do next. Listen in as Emma explains: How to simplify your analytics and focus on what actually matters Why most brands are tracking the wrong performance indicators today How to interpret your data to make smarter marketing decisions And so much more! Connect with Ninety Five Media: Check out our website: ninetyfivemedia.co Follow us on Instagram: instagram.com/ninety.five.media Grow your brand's social media presence with us: Tell us about your business goals and explore how our social media management services can help you reach them! ninetyfivemedia.co/stop-scrolling-start-scaling-inquiry
In this episode, host Josh interviews Tyler Jefcoat, founder of The Seller Roundtable, about financial strategies for Amazon and e-commerce sellers. Tyler explains key metrics like COGS, Amazon fees, and advertising costs, and shares actionable tips on optimizing profit margins, managing inventory, and preparing for business exits. He emphasizes the importance of accurate accounting, SKU-level analysis, and disciplined habits for long-term success. The discussion also covers useful tools and resources, including Merchant Spring and the book "Atomic Habits." Listeners gain practical advice to build more profitable and acquisition-ready e-commerce businesses.Chapters:Introduction to Tyler Jefcoat and Seller Accountant (00:00:00)Tyler's background, experience, and introduction to his work with e-commerce sellers.Key Financial Metrics for Amazon Sellers (00:00:38)Breakdown of revenue, cost of goods sold (COGS), Amazon fees, and advertising expenses.Profit Margins and Targets for Sellers (00:01:44)Discussion of ideal net profit margins, advertising spend, and benchmarks for healthy Amazon businesses.Net Profit Margin Benchmarks and Market Trends (00:03:59)Analysis of average net profit margins, market headwinds, and acquisition readiness.Preparing for Exit: Case Study and Best Practices (00:05:01)Advice and case study on preparing for business exit, including accounting and inventory management.Return on Capital and Product Portfolio Analysis (00:06:54)Explanation of return on capital, product-level profitability, and portfolio optimization.FBA Fees and SKU-Level Analysis (00:10:18)Importance of monitoring Amazon FBA fees, SKU-level analysis, and correcting fulfillment fee errors.Automating FBA Fee Audits (00:11:45)Discussion on automating FBA fee audits and best practices for large catalogs.Three Actionable Takeaways for Sellers (00:12:59)Summary of three key actions: solid accounting, SKU-level profitability, and price testing.Book Recommendation: Atomic Habits (00:15:40)Tyler recommends "Atomic Habits" by James Clear and discusses its impact.Favorite Software Tool: Merchant Spring (00:16:46)Recommendation and overview of Merchant Spring for multi-channel sales integration.Closing Remarks and Contact Info (00:17:28)Final thoughts, recommendation to contact Tyler, and episode wrap-up.Links and Mentions:Tools and Websites "Merchant Spring": "00:16:46"Books "Atomic Habits by James Clear": "00:15:49"Transcript:Josh 00:00:00 Today, I'm excited to introduce you to Tyler Jefcoat. Tyler is the founder and CEO of Stellar Accountant, where he exercises his passion for helping sellers maximize their businesses. Tyler provides financial coaching for sellers totaling more than 100 million per year in e-commerce sales. Tyler also leads the Sellers Roundtable, an exclusive mastermind group for seven and eight figure sellers. Before founding Seller Accountant, Tyler was the co-founder and managing partner for Care to Continue, a home health care company that grew from 0 to 100 employees in four years. So, Tyler, welcome to the show.Tyler 00:00:36 All right, Josh, thanks for having me.Josh 00:00:38 So you have your top line revenue. The next thing we have is you're going to have your cost of goods sold, right? So with your cost of goods sold, you said the average is about 30 to 35% is what you're seeing right now.Tyler 00:00:52 And this kind of landed cost. So if you kind of think about what it costs you to satisfy your Chinese Po and then do the duties freight into the states, I think.Tyler 00:01:01 Across the board, we're seeing literally pretty close to a third 33, 34%.Josh 00:01:05 So if you're below 30% or so, that's a good indication then. Right. Okay. Looking good. All right then next you have your Amazon fees that are going to come up. Right. And I think I'm going to split these up with the advertising separate. So what is your Amazon fees that your 15% commission plus the pick and pack. All that goes into the Amazon ecosystem. You're saying 30 to 35% is what you're seeing there. Is that right?Tyler 00:01:34 To keep the numbers easy is probably another third. So you got about a third in your unit cost to Google. You got about a third and normal Amazon fees.Josh 00:01:44 okay. Cool. And then so all right. So at this point we have 66% right of our revenue going to Cogs in Amazon. And so what you're saying is that the last remaining portion for that POG number that you were talking about is your advertising expense specifically on Amazon. So with your advertising expense, you said ideally you want to be between that 20% to 25%, you know, net gross margin, including the advertising costs in there.Josh 00:02:16 So that means you're going to be needing to sit around somewhere between 15 to 20%. Correct.Tyler 00:02:22 So if we if you think about it, we've got it split into thirds, a third in cogs, a third name is on fee. So we've got 33 points left. I can spend between, you know, roughly 10% on tacos in that model. Let's assume that your cost of goods sold model. Then I'm really going to. So so right. Take another 10% away for ads. That leaves me with a 23% P&G or post advertising gross profit. And I would say that's a really good target. Like, again, I would rather aim for 25 and hit 23 than really flirt with 20 constantly. But yes. So that would be that would be a fairly prototypical private label or kind of brand building seller on Amazon is third, Amazon fees. Third product cogs are about a dime, about ten points going to tacos. And then I've got 22, 23, 24% after ads that I can put towards my overhead.Tyler 00:03:08 And mama wants a boat, you know, whatever it is, that's the money I want.Josh 00:03:12 Makes sense. Makes sense. So with that, and then the other thing you mentioned is, hey, if you have really good cost of goods sold, right, you know, you might be 10 to 20%, right? Well, then you could ramp up your advertising spend. Right. So you can kind of offset those things, but the more profitable you are, the better. Like you said, some people were 30 to 35% that were really getting some premiums, with all the acquisitions that were going on. So this is awesome. This gives us a lot to think about and great targets to shoot towards, especially like net profit margin. You said, you know, ten is kind of the average. You said, right. 15 means that you're really good. You know looking good. You're a good candidate to be acquired. Is that correct?Tyler 00:03:59 Yes. And honestly, coming out of like 2022, I would actually say that, you know, 10% was actually probably pretty good because we did see a lot of headwinds.Tyler 00:04:09 So give your give yourself some grace. Like if you're looking at your piano right now, you know, here in the middle of 2020 and you're like, well, boy, I got 5% last year, I must be dead. That actually might be more normal than you think it is. But don't don't think that that's going to be normal forever. I think we are we're, we're we're continuing to want to see the market get better and we want to we work too hard and we risk too much to take a 2% profit margin for too long. And so getting a 10% is really crucial. And then I think if you're going to exit, getting it closer to that 15% net profit. Yeah.Josh 00:04:38 Awesome, awesome super valuable content. Tyler thanks again. All right. So with that, let's talk about maybe some of the levers that people can be pulling, you know, as they prepar...
Erika Nelson of Lynxx Networks talks about the KPIs broadband providers should be paying attention to. From market share and ARPU to digital analytics and customer reviews, Erika shares how her team uses data to guide decisions and measure success.
"The number one cause of contractor bankruptcy is taking on work outside your niche."In today's episode of Bricks and Bytes, we had Matt Stevens Senior Lecturer at Western Sydney University and we got to learn about the financial patterns behind contractor failure, the metrics most firms never track, and why the construction industry is far more innovative than people give it credit for... and many more!Tune in to find out about:✅ The risk-reward sweet spot - where most contractors are positioned vs where they should be✅ Why 144 out of 150 contractors calculated their project ROI completely wrong✅ The five numbers every contracting business should be tracking (most track zero of them)✅ How top quartile contractors run 3 to 11 times more profitably than the restListen on Spotify and YouTube now. Link in the comments!#construction #bricksandbytes #aec #constructiontechOur Sponsors:Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.ioChapters00:00 Intro02:46 Introduction to Construction Firm Success04:37 Understanding Risk Reward Management06:07 The Importance of Speed in Construction12:49 Best Practices for Construction Efficiency22:53 Navigating the Risk Reward Curve26:54 Navigating Geopolitical Risks in Construction30:15 The Importance of Small Projects33:45 Understanding Contractor Bankruptcy Causes35:04 Key Metrics for Contracting Success42:52 Succession Planning and Knowledge Transfer48:59 Best Practices for Effective Meetings53:25 The Role of Accountability in Project Management55:59 Characteristics of High-Performing Contractors01:00:43 Niches of High-Profitability in Construction01:00:59 Innovation in the Construction Industry01:06:34 AI's Impact on Construction and Employee Evaluation
In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley shares hard-earned lessons from a cash flow crisis in January 2024, when his business couldn't fund payroll. He explains how this pivotal moment led him to develop a “CEO dashboard” with three essential tools: the Weekly High Five Tracker, a departmental scorecard for leading indicators, and a 52-week cash flow forecast. Josh also reveals advanced credit card strategies to optimize cash flow, emphasizing proactive management, team accountability, and the importance of focusing on activities that drive results for sustainable business growth.Join Josh Hadley on the Ecomm Breakthrough Podcast as he shares his journey scaling an ecommerce business from zero to eight figures. Discover essential business tips for effective business management, including strategies for tracking leading indicators, optimizing cash flow, and understanding key KPIs. This podcast is your guide to significant business growth and success.
On this episode of Roots of Success, Chris Psencik digs into the changing landscape of insurance for green industry businesses with special guests Chase Campbell and Cal Fallaize from Sage Insurance and Risk Advisors. The group unpacks how auto insurance has become a massive pain point, often making up 70% of insurance premiums. Additionally hear why old settlements are a thing of the past, and how business owners can safeguard their assets amid rising legal risks. Featuring real-world stories, actionable tips, and the inside scoop on managing insurance modification ratings, this episode sheds light on navigating insurance trends, protecting your business, and driving profitability in 2026 and beyond. If you're wrestling with your P&L and unsure about your coverage, don't miss this episode! THE BIG IDEA: Insurance is a line item that must be actively managed. KEY MOMENTS: [03:49] Solving Insurance Challenges in Landscaping [06:44] Insurance Costs Scale with Growth [10:48] Litigation Costs Skyrocketing [14:40] "Key Metrics for Project Success" [19:03] Mod Analysis for Performance Insight [20:57] "Portfolio Adjustments for Success" [24:10] Subcontractor Insurance Considerations [29:10] Proactive Landscape Business Renewal Tips [32:59] "GPS, Cameras, and Loyalty" [34:49] "Insurance is Like a Parachute" [37:11] "Managing Costs Through Right Questions" QUESTIONS WE ANSWER What factors are contributing to the rapidly increasing costs of auto insurance for landscape companies? How can businesses ensure their insurance coverage grows appropriately with their revenue and operational changes? What are the potential risks of maintaining a stale relationship with your agency or insurance provider? Why is it important to implement a return-to-work program for injured employees within the landscape industry? How can mod ratings affect a company's ability to secure commercial contracts, and what steps can be taken to improve them? What are the main challenges and precautions when working with subcontractors in landscaping projects? Which insurance metrics and safety practices should landscape business owners regularly monitor to safeguard their fleet and assets? Why are legacy rates so important in the current insurance market, and what strategies help protect them? How does shopping out insurance every year or every other year impact your company's relationship with carriers and possible rates? What are some overlooked policy exclusions or errors that can have major financial impacts, and how can they be detected?
The AI revolution isn't coming—it's already here, and it's systematically breaking legacy email security as we know it. In this episode of Born in Silicon Valley, Alan LeFort, Co-Founder and CEO of StrongestLayer, reveals exactly why pattern-matching defenses are failing against AI-generated attacks and how his team is engineering reasoning-based detection to secure the future of enterprise communication. Alan brings over 25 years of experience scaling products at tech giants like Proofpoint, McAfee, and Intel. We dive into the critical pivot from large corporate life to startup innovation, exploring why true disruption requires a 10X leap in performance, not just incremental improvement. We also unpack the reality of the cybersecurity landscape: what hackers are really after, why AI is the ultimate double-edged sword, and how StrongestLayer is building the third generation of email security specifically for the AI era. Chapters 00:00 Introduction to Alan LeFort and StrongLayer 03:01 Alan's Unique Career Journey 06:13 The Decision to Join a Startup 07:52 The Role of Age in Startup Leadership 09:44 AI's Impact on Business and Email Security 13:12 The Challenges of Email Security 16:10 Disrupting Existing Categories in Sales 19:29 Key Metrics for Email Security Success 19:55 Common Threats in Email Security 21:57 Advice for Employees on Email Security 24:47 AI and Data Privacy in Security 27:32 StrongLayer's Growth and Future Plans 29:30 Navigating Change Management in Growth 32:31 The Future of Email Security 35:38 Dealing with Ransomware and Cyber Threats 38:12 Preparing for AI-Driven Attacks 39:34 Building a Strong Team for Growth 43:55 Identifying Key Roles for Success Host: Jake Aaron Villarreal leads the top AI recruitment firm in Silicon Valley, www.matchrelevant.com, uncovering stories of funded startups and going behind the scenes to tell their founders' journeys. If you are growing an AI startup or have a great story to tell, email us at: jake.villarreal@matchrelevant.com
View This Week's Show NotesStart Your 7-Day Trial to Mobility CoachJoin Our Free Weekly Newsletter: The AmbushIn a world obsessed with “optimal” routines, Dr. Rachel Pojednic cuts through the noise with a grounded, evidence-based approach to longevity and performance. This conversation is a reset for anyone overwhelmed by conflicting health advice, anxious about wearable scores, or stuck chasing perfect protocols that collapse under real life stress.You'll learn what the science actually supports, what's still uncertain, and how to build a simple, sustainable health strategy using the biggest levers first—movement, nutrition, sleep, stress, and relationships—before you bother with the “fun stuff.” Dr. Pojednic also shares what she's learned studying wellness therapies in industry and academia, why most people misunderstand Zone 2, and what to track if you want a clearer picture of your health over time.What You'll Learn in This EpisodeWhy “protocol life” is making people more confused (and often less healthy)The difference between big levers (high impact) and little levers (fine-tuning) for longevityWhat to track that's actually useful: A1C trends, fasting glucose, lipids, resting heart rateWhy wearable metrics can conflict—and how that can create anxiety and false certaintyA clearer, non-hype explanation of HRV and why “low” isn't always “bad”What Zone 2 is really for (and why it isn't a magical mitochondrial hack)How to think about supplement safety, including third-party testing and the “lead in protein powder” scareA simple 7–30 day “one change” experiment to build habits that survive real lifeIf you've ever felt like you're “failing” health because you can't follow a perfect routine—or you've been pulled in six directions by influencers, devices, and contradictory advice—this episode gives you something rare: a sane framework. You'll walk away with fewer rules, better priorities, and a practical way to measure progress that doesn't depend on hype, fear, or the latest trend.Chapters(00:00) - Intro(01:39) - The Problem with Protocols(05:29) - Rachele's Backstory and Research Journey(13:06) - Rachele's Research Focus(18:45) - Sponsor: Vitality Blueprint(20:40) - Science Communication and Social Media(23:24) - Getting Started in Science Communication(25:10) - Bridging Research and Real-World Applications(29:35) - New Lane for Performance Therapy(31:05) - Key Metrics to Track(32:07) - Importance of Observable, Measurable Data(34:34) - Need for Common Diagnostic Suite(40:19) - Current State of Healthcare and EHRs(42:32) - Momentous: Protein Powder Insights(44:44) - Subscribe to This Podcast(46:30) - Basics We Can All Agree On(47:10) - Regular Tracking Essentials(53:10) - Heart Rate Variability (HRV)(54:42) - Wearables and Big Games(57:06) - Desire to Train(59:28) - Big Opportunity and Challenges(1:00:30) - Rapid Fire: Zone 2(1:03:02) - LMNT: Try a Personal Experiment(1:06:58) - Your Micro-Experiment(1:10:34) - Rachele's “Infinite Shelf” Recommendation(1:14:55) - Join The Starrett SystemWebsite | Instagram | Facebook | YouTubeCheck our Dr. Rachele's courses at Strong ProcessHuge thanks to our sponsors, Vitality, Momentous, and LMNT.
On this episode of The SaaS CFO Podcast, host Ben Murray welcomes Luca Cartechini, co-founder and CEO of Shop Circle. With deep roots in equity research and venture capital across the European tech landscape, Luca Cartechini shares how his experiences led to the creation of Shop Circle—an innovative, long-term holding company that acquires and grows mission-critical, profitable SaaS businesses outside the traditional VC and PE model. Listeners will get insider perspectives on the realities of scaling software companies in fragmented European markets, the metrics that matter most when evaluating SaaS acquisitions, and the evolving role of AI in operational excellence. Whether you're a founder considering your next move or simply passionate about SaaS, this episode is packed with actionable wisdom on building, buying, and holding vertical software companies for the long haul. Show Notes: 00:00 "Challenges Scaling European Companies" 03:34 "ShopCircle: AI-Powered Software Platform" 08:51 "AI in Software Acquisitions" 12:06 AI's Role in Business Strategy 14:09 "Pricing, AI, and Value Strategy" 16:58 "Key Metrics for Business Acquisition" 22:28 "Operator-Focused, Long-Term Investment Approach" 25:13 Founder Missteps in Acquisition Process 29:28 Recurring vs. Usage-Based Revenue Analysis 31:51 "SaaS Revenue Analysis for ROI" 36:39 AI-Driven Efficiency and Expansion Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/shop-circle-raises-60-million-in-series-b https://www.thesaasnews.com/news/shop-circle-extends-series-b-to-100-million Luca Cartechini's LinkedIn: https://www.linkedin.com/in/luca-cartechini/ Shop Circle's LinkedIn: https://www.linkedin.com/company/shop-circle/ Shop Circle's Website: https://shopcircle.co/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray
In this extended episode, the Metrics Brothers tackle the "elephant in the room" - the SaaSpocalypse. With nearly $1 trillion in market value wiped out recently, Ray and Dave go beyond the stock market headlines to analyze the structural shifts hitting the industry.The duo breaks down the three primary drivers of the current market "carnage", including the AI Fear of Being Obsolete (FOBO), Regression to the Mean for SaaS stocks and Changing Valuation Methodologies, before diving into the newly released Aviner report, The Future of SaaS: A Fork in the Road. Using Aviner's "Red Pill vs. Blue Pill" metaphor, they debate whether SaaS companies must fundamentally pivot to "agentic" systems or accept maturity and financialize by focusing on profitability.Covered in This Episode:The SaaSpocalypse Explained: Why the stock market is currently a "rugby scrum of information" and why stock price is a measure of future expectations rather than current healthServiceNow as a Bellwether: An analysis of how a "Rule of 56" company can beat expectations and still see a 30% stock drop in a single month.FOBO (Fear of Being Obsolete): How the "revenge of build vs. buy" and the collapsing cost of coding are demoting traditional SaaS apps to mere systems of record.The Aviner Report Breakdown:Part 1: The hard data on slowing revenue growth (cut from 40% to 20%) and the "aberration" of 2019–2021 multiples.Part 2: The binary choice between embracing AI "Systems of Context" or financializing for net income.The "Architect Strategy": Ray's argument for a third path where SaaS companies coexist with AI by providing the governance and orchestration layerBuyer Sentiment vs. Market Narrative: Why 63% of software buyers believe existing vendors will be the beneficiaries of AI, contradicting the current "SaaS is dead" stock market trend.Key Metrics & Concepts MentionedRule of 40 vs. Rule of 60: How the standard for SaaS health is shiftingStock-Based Compensation (SBC): Why excluding this from profitability metrics is no longer passing the "financialization" testThe Three-Layer Taxonomy: Systems of Record, Systems of Engagement, and Systems of ContextMultiple Compression: The shift from 15x revenue multiples back to the historical 5x meanResources MentionedReport: The Future of SaaS: A Fork in the Road by Aviner Growth (Jan 2026).Book: The Reckoning by David Halberstam.Book: Profit Pools by Orit Gadiesh and James L. Gilbert.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Highlights00:02 — A month ago, I moved Google Cloud up to the #1 spot on the Cloud Wars Top 10, moved Microsoft down to #3. That was predicated in large part on the tremendous job Google Cloud has done in building sort of the twin pillars: AI and cloud, the way its customers are building for the future, not just perfecting what they've done in the past.00:27 — And also the company's impressive growth rates, showing that more and more, in spite of the size differential between Microsoft and Google Cloud, Google Cloud was winning a disproportionate share of new business, showing it is becoming, back then, the favored cloud and AI vendor.00:47 — Well, the Q4 numbers for Google Cloud came out yesterday, and there's no doubt that that was the right call To make. Google Cloud's Q4 revenue jumped 48% to $17.7 billion and they beat Microsoft for the first time ever in a very key metric, it's the really the big thing I want to talk about here today.01:50 — Microsoft's last three quarters, it grew 27% 26, 26. For Google Cloud, it's 32, 34, 48. Google Cloud is on a massive acceleration run here. So, in spite of the fact that the numbers here, the revenue figures, are different, what we see is Google Cloud accelerating wildly. Well, Microsoft has leveled off again.02:23 — The key point here, this key metric I talked about up above, if you look at the incremental revenue gains each company made, looking at what calendar Q3 ended, September 30 to calendar Q4 December 31, those are the periods we're looking at. Google Cloud's revenue Q3 to Q4 went up $2.5 billion from just over $15 to $17.7, Microsoft's went up $2.4 billion $49.1 to $51.5.03:30 — While the heart of this discussion is around Google Cloud, Microsoft has been doing an extraordinary job in this very competitive market, but that's why I call it the greatest growth market the world has ever known. We're seeing companies perform in this market unlike any other industry at any time in human history.04:47 — The big thing about it here is you've got these smaller, disruptive cloud and AI players, Google Cloud at #1, Oracle #2, Microsoft down at #3. I moved AWS down to #7. It's doing some really good things in a lot of ways, but as far as the company setting the agenda in line with their customers for the future for the AI economy, it's Google #1, Oracle #2, Microsoft #3. Visit Cloud Wars for more.
In this episode of The Daily Mastermind, George Wright III sits down with Cliff Nonnenmacher, the founder of Franocity and a veteran with over 25 years of experience in business leadership and franchising. If you are looking to diversify your portfolio beyond Wall Street or to pursue financial independence, this conversation breaks down exactly why franchising is a potent vehicle for scaling wealth and creating lifestyle freedom.Cliff shares his transition from the high-stakes world of Wall Street to the strategic world of franchise ownership. We dive deep into the "Fit-First" approach, a unique methodology for identifying franchise opportunities that align with your personality, financial goals, and risk tolerance.00:51 The Power of Franchising03:59 Cliff Nonnenmacher's Journey09:06 The Fit-First Franchising Approach12:25 Investment Strategies in Franchising15:02 Key Metrics for Franchise Investment17:02 Asymmetrical Investments and Market Resilience18:57 Effective Due Diligence in Franchising19:55 Managing Risk in Franchise Investments20:19 The Importance of Process in Decision Making22:17 The Origin and Strategy of Franocity29:49 The Role of AI and Automation in Business32:03 Evaluating Franchising as a Path to FreedomThanks 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 DailyMastermind.comFollow me on social media Facebook | Instagram | Linkedin | TikTok | YoutubeGrow Your Authority and Personal Brand with a FREE Interview in a Top Global Magazine HERE.About The GuestCliff Nonnenmacher is a franchise expert, entrepreneur, speaker, and advisor with 25+ years of experience in finance and business leadership. As the Founder and CEO of Franocity, he helps individuals transition from corporate careers to business ownership and guides investors through franchise selection, due diligence, and scaling strategies.He is the host of the Pursuit of Profit podcast, where he interviews entrepreneurs and industry experts on franchising, investing, and wealth creation. Cliff is also the author of Beyond the Brand: The Entrepreneur's Guide to Fearless Franchising, a practical playbook for evaluating franchise opportunities and building long-term financial success.Connect with Cliff NonnenmacherWebsite: FranocityPodcast: Pursuit of ProfitLinkedIn: Cliff Nonnenmacher
If your revenue team takes three weeks to deliver a diagnostic report - and still misses the $21 million opportunity hiding in your pipeline - this episode reveals why manual analysis is costing you deals and how a RevOps CEO architected an AI agent that does it in 24 hours. Tara Kinney, Founder and CEO of Atomic Revenue, has led 18 CRM implementations across 76 companies. She knows what "normal" looks like in revenue operations - and she blew it up. Her agency used to spend weeks qualifying prospects and delivering diagnostics. Now her Digital Crew does it in 24-48 hours, cuts the sales cycle by 90%, and finds revenue opportunities her manual analysis missed. In this episode, Tara walks through the exact workflow: how the Revenue Reality Check agent integrates with HubSpot and Slack, how it auto-assigns prospects to the right strategist based on industry and pain point, and why the "Human-in-the-Loop" governance layer is non-negotiable. She also reveals the $21 million story - the moment her AI agent identified a conversion bottleneck she hadn't even tracked, proving that agents don't just save time, they see what humans miss. This isn't theory. This is a deployable blueprint for Revenue Leaders who need to stop drowning in Admin Drag and start architecting workflows that deliver measurable P&L impact. You'll Learn: Why manual revenue diagnostics are too slow (and too shallow) for 2026 B2B velocity The 24-hour diagnostic workflow that cut Atomic Revenue's sales cycle by 90% How AI found a $21M opportunity by modeling scenarios humans can't calculate at scale The HubSpot + Slack + Multi-LLM integration stack behind the Revenue Reality Check Why "Human-in-the-Loop" governance prevents hallucination risks and protects your brand The three revenue killers hiding in your pipeline: Sales handoffs, legal bottlenecks, and client onboarding gaps Guest: Tara Kinney, Founder & CEO, Atomic RevenueCredentials: 76 companies supported, 18 CRM implementations, RevOps practitioner with real P&L accountability If you're a VP of Sales, CRO, or RevOps Director tired of waiting weeks for answers while your competitors move faster, this episode gives you the audit framework and workflow architecture to deploy your first diagnostic agent. Resources: Try the Revenue Reality Check: atomicrevenue.com Download the Executive Guide to Shadow AI: theaihat.com/shadow-ai Chapters: 00:00 Introduction: The Impact of AI on Sales Processes 00:51 Meet Mike Allton and The AI Hat Podcast 02:00 Welcome to AI for Revenue Leaders 02:21 The Problem with Traditional Revenue Diagnostics 03:00 Introducing Tara Kinney and Atomic Revenue 03:55 The Evolution of Revenue Diagnostics with AI 06:07 How AI Transforms Revenue Reality Checks 08:45 The Role of AI in Enhancing Sales Strategies 17:00 The Human-AI Collaboration in Revenue Diagnostics 33:32 Key Metrics and Questions for Revenue Leaders 36:22 Conclusion and Next Steps Learn more about your ad choices. Visit megaphone.fm/adchoices
We analyzed 1,474 CSM conversations to uncover why they are leaving and what keeps them in 2026. Grab the Free Talent Report here: https://customer-success-career.captivate.fm/reportCSMs don't leave because they're bad at their jobs — they leave because no one can see the impact they're making. In Part 2 of this series, I'm breaking down the real reason high-performing CSMs feel invisible, even when they're driving renewals, expansion, and retention behind the scenes.We're unpacking what “impact” actually means when CSMs say they're missing it, why this isn't a motivation problem but a systems problem, and the three patterns I see over and over again in teams with high turnover. I'll walk you through where leaders unintentionally lose their best people, the gaps that prevent CSMs from articulating their value, and the exact operational, enablement, and management shifts that change everything without adding more work.By the end of this episode, you'll finally have language, structure, and a clear action plan to make impact visible and undeniable. If you're tired of feeling overlooked or watching top CSMs walk out the door, this is the missing piece you haven't addressed yet. Hit plat and let's dive in.1:07 – Why High-Performing CSMs Still Feel Invisible (and Leave Because of It)3:13 – The True Meaning Behind “I Want More Impact” (It's Not Just About Praise)4:42 – How Being Forced Into Reactive Work Stops CSMs from Contributing Strategically6:10 – The Real Cost of Not Having Access to Key Metrics and Business Data11:51 – 5 Root Causes Leadership Misses That Make CSMs Feel Disconnected15:29 – 3 Critical Fixes: Better Operations, Enablement, and Coaching (Not Just More Tools)19:16 – Why Advocating for Growth or Finding a Company That Invests in You Matters Now More Than EverOTHER EPISODES YOU'LL LOVE:
Join Favour Obasi-ike, MBA, MS for a masterclass on email marketing strategies that actually drive revenue. In this session, Favour breaks down the power of segmented email campaigns, explains the metrics that matter, and shares how to build a website-first content strategy that turns subscribers into customers. Learn how to leverage free tools, automate your email sequences, and create long-term relationships with your audience through strategic, data-driven email marketing ROI.Whether you're just starting with email marketing or looking to optimize your existing campaigns, this episode delivers actionable insights you can implement immediately to boost engagement and generate sustainable revenue.What You'll Learn✓ How to use segmented emails to increase revenue and engagement✓ The difference between click-through rate and click rate (and why it matters)✓ Why your website is the foundation of successful email marketing✓ Google's E-E-A-T framework for creating helpful content✓ How to repurpose one piece of content across multiple channels✓ Which free tools every email marketer should be using✓ The "website-first" content strategy that saves time and builds SEO✓ How to create automated email sequences that work 24/7Top 7 Email Marketing Best Practices1. Use Segmented Emails StrategicallyCreate segments based on subscriber behavior and preferences. Use polls and interactive elements to gather data, then tag links to track which subscribers are interested in which offerings.2. Build a Helpful, Responsive WebsiteYour website should be fast-loading, mobile-friendly, and provide genuine value. Focus on Google's E-E-A-T framework: Experience, Expertise, Authority, and Trust.3. Create Content on Your Website FirstPublish content on your website before sharing on social media. This builds your owned digital assets, improves SEO, and gives you more control over distribution.4. Leverage Email Metrics for Continuous ImprovementTrack who opens, clicks, and takes action. Identify your most engaged subscribers and create VIP segments for them. Use this data to refine your messaging over time.5. Implement Scheduled and Automated Email SequencesSet up automated sequences that trigger based on subscriber actions. Create welcome series, nurture campaigns, and re-engagement flows that work around the clock.6. Repurpose Content Across Multiple FormatsTake one long-form piece and break it into blog posts, social media updates, podcast episodes, videos, and email newsletters. Maximize your content creation efforts.7. Focus on Long-term Relationship BuildingNot everyone opens emails the day you send them. Be consistent with your schedule, provide ongoing value, and build trust over time rather than chasing quick sales.Key Metrics to TrackDeliverability Rate - Percentage of emails reaching subscriber inboxesOpen Rate - Percentage of delivered emails that get openedClick Rate - Percentage of delivered emails with link clicksClick-Through Rate (CTR) - Percentage of opened emails with link clicksConversion Rate - Percentage completing your desired actionPodcast Episode Timestamps[00:00] Episode introduction: Email marketing best practices that earn revenue[00:40] Why segmented emails are the #1 revenue driver[03:06] How to create segments triggered by scheduled emails[03:37] Example: Segmenting by in-person vs. virtual event preferences[06:00] Using polls to understand what your audience really wants[07:00] Revenue starts at the beginning: building systems for MRR[08:00] Click-through rate vs. click rate explained[09:00] Identifying and segmenting your most engaged subscribers[10:00] Tracking email opens and clicks consistently[10:30] Creating VIP segments for highly engaged subscribers[14:00] Re-engaging inactive subscribers through targeted campaigns[15:00] Email deliverability and its impact on revenue[17:00] Understanding spam filters and how to avoid them[18:00] Email authentication: SPF, DKIM, and DMARC[20:00] Real case study: Client ranking page one for competitive keywords[21:42] Technical SEO: indexing, blogs, location pages, schema markup[23:00] Email marketing as direct response marketing[24:00] Why not everyone opens emails immediately (and that's okay)[25:00] Best Practice #1: Have a helpful, responsive website[25:32] Google's E-E-A-T framework: Experience, Expertise, Authority, Trust[26:22] You have less than 10 seconds to make an impression[27:00] The "website-first" content strategy[27:22] Free analytics tools: Google Search Console, GA4, Bing, Microsoft Clarity[28:00] Repurposing one article into multiple content formats[30:00] Maximizing content value through strategic repurposing[32:00] Creating content pillars and topic clusters[33:00] Planning content calendars aligned with email campaigns[35:00] Balancing evergreen content with timely topics[37:00] Creating lead magnets that attract quality subscribers[39:00] A/B testing email subject lines and content[40:00] Overview of popular email marketing platforms[41:00] Mailchimp: features, pricing, and best use cases[42:00] Constant Contact for small businesses and nonprofits[43:00] Brevo (formerly Sendinblue): affordable with SMS capabilities[44:00] HubSpot: comprehensive CRM and marketing automation[45:00] Choosing the right platform for your business needs[46:00] Free tier options and when to upgrade[50:00] Advanced segmentation for e-commerce businesses[51:00] Using behavioral triggers to increase conversions[52:00] Email in omnichannel marketing strategies[53:00] Measuring ROI from email campaigns[54:00] Common email marketing mistakes to avoid[57:00] Recap of key best practices[59:00] Closing remarks and next session announcement[59:29] Tomorrow's topic: Search Engine Marketing & SEO Best Practices (11 AM Central)Tools & Resources MentionedEmail Marketing Platforms: Flodesk >> Sign up and Get 50% OffAnalytics Tools: Google Search Console, Google Analytics (GA4), Bing Webmaster Tools, Microsoft Clarity, Fathom Analytics, Matomo AnalyticsOther Tools: Eventbrite, PinterestSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On this episode of the Kaya Cast Podcast, host Tommy Truong chats with Sandra Bergman, founder of ESBE Marketing, to unpack how cannabis retailers can launch, grow, and sustain loyalty that actually moves the needle. Sandra shares her journey from traditional marketing into cannabis, why retention beats pure acquisition, and how to translate sophisticated loyalty tech into real world results for dispensaries across 18 states. You'll hear practical guidance on building a true CRM foundation, integrating with your POS, and aligning analytics with action so every campaign feels personal, timely, and value driven rather than promotional noise. From how to design a balanced rewards plan that values both hard benefits (points) and soft benefits (emotional recognition), to the best KPIs, cadences, and 60-90 day experimentation cycles, Sandra reveals common missteps and the secret sauce tactics like thoughtful in store outreach, anniversary gestures, and exclusive events that create a tribe around your brand. She covers how to audit segmentation quarterly, how to trigger timely rewards spend, the importance of lifecycle campaigns, and even non promotional content ideas—education, product drops, community events—to deepen connection. Plus a rapid fire segment where Sandra shares favorite cannabis formats, first experiences, and her dream loyalty perks. If you are a dispensary owner or marketer looking to make loyalty pay off, this episode will give you frameworks you can implement next week. Sandra's strong business acumen and dedication to responsible cannabis consumption have made her a trusted and respected figure in the industry. Her drive to educate and empower consumers, combined with her extensive experience in marketing and business development, make her a valuable guest for any cannabis business podcast.Find out more about ESBE Marketing at:https://esbemarketing.com/https://www.linkedin.com/in/sandrabergman/https://www.linkedin.com/company/esbe-llc/ 00:00 Introduction and Guest Welcome00:22 Sandra's Background and Entry into Cannabis01:41 Identifying Industry Gaps and Founding ESBE05:09 Essentials Before Starting a Loyalty Program07:51 Choosing the Right Loyalty Platform14:15 Key Metrics for Loyalty Program Success22:11 Balancing Transactional and Emotional Loyalty Benefits29:04 Real-World Examples of Effective Loyalty Programs30:49 Personalized Customer Experience32:07 Holiday Sales Strategies33:07 Non-Promotional Customer Engagement36:04 Community Building Events39:35 Effective Loyalty Program Tips51:50 Rapid Fire Questions: Rolling Loud54:30 Conclusion and Contact InformationUS cannabis dispensaries, multi-state cannabis retailers, cannabis retailers across 18 states, regulated cannabis markets, state-compliant cannabis marketing, cannabis marketing by state, multi-location dispensary marketing, enterprise cannabis retail #kayacast #cannabis #tips #dispensaries #business #podcast
Here are 3 ways to get more BFU in your life: Claim your FREE copy of Gym Marketing Secrets HERE Follow BFU on Instagram HERE Subscribe to MF's YouTube Channel HERE Are you a gym owner with 30+ clients per month looking to grow in the next 90 days? Then you might just be a few strategies away from adding $5k-$10k/month or more. Book your FREE Brainstorm Call HERE.
Jeetu Patel knows a few AI secrets. As the President of one of the largest companies in the world, he's helped pave the AI adoption roadmap. At Cisco, they provide full-stack, enterprise AI solutions spanning infrastructure, security, observability, and operations to the world's largest companies. So naturally, Jeetu could write a legit playbook on what's slowing enterprises down in the AI fast lane and how they can overcome those bottlenecks. And naturally, Jeetu is gonna share it all with us. The 3 Big Obstacles Holding AI Adoption Back -- An Everyday AI Chat with Cisco President Jeetu PatelNewsletter: Sign up for our free daily newsletterMore on this Episode:Episode PageJoin the discussion on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Enterprise AI Adoption Rates & ChallengesAI Workflow Automation Phase ExplainedThree Big Obstacles to AI AdoptionInfrastructure Constraints for Enterprise AITrust Deficit in AI SystemsData Gaps Impacting AI SuccessMeasuring ROI on Enterprise AI DeploymentFuture Trends: Agentic AI and Original InsightsTimestamps:00:00 AI Adoption Challenges in Enterprise05:18 AI Adaptation: The Key Strength08:56 AI Infrastructure and Trust Challenges10:23 Building Trust and Harnessing Data13:27 Unsatiated Demand Signals Growth19:12 Proactive AI Model Safeguards22:07 AI Strategy and Business Growth26:09 Key Metrics for AI Success28:10 Guardrails for AI Vulnerabilities31:34 AI Unlocking Revolutionary DiscoveriesKeywords:AI adoption, obstacles to AI adoption, enterprise AI, generative AI, AI strategies, chatbots, autonomous agents, workflow automation, business productivity automation, infrastructure for AI, AI power consumption, data center capacity, compute capacity, GPUs, Nvidia, AMD, network bandwidth, CapEx in AI, AI bubble, national security and AI, economic growth and AI, AI trust deficit, securing AI, AI safety, AI hallucinations, large language models, model unpredictability, AI guardrails, algorithmic jailbreak, AI security stack, AI defense, company data as moat, AI data pipeline, data gap in AI, machine data, human data, synthetic data, time series data, data correlation, AI model training, AI ROI, trust in AI systems, agentic workflows, future of AI, robotics, humanoid AI, physical AI, original insights with AI, economic prosperity with AI, AI-generated knowledge, workflow automation with AI agents, scaling AI in enterprisesSend Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner
In this episode of The Faces of Business, Jason Kruger, Partner at Citrin Cooperman, shared key insights on the financial metrics manufacturers must monitor to stay profitable and build long-term business value. With over 20 years of experience helping companies improve performance, Jason understands what it takes to boost margins, cash flow, and decision-making through forward-looking financial strategies. As Founder of Signature Analytics (acquired by Citrin Cooperman), Jason led a team recognized five times on the Inc. 5000 list for growth. His proven 5-step process helps business leaders go beyond the numbers and align financial visibility with strategic goals. Jason works closely with business owners, executives, and leadership teams to uncover hidden inefficiencies, increase operational clarity, and drive sustainable profitability, critical steps for scaling or preparing a business for exit. Join us to learn how Jason Kruger can help you clarify your financial picture, monitor the right metrics, and take actionable steps to improve your bottom line. Check out the Blog post here: Are You Profitable? Key Metrics Every Manufacturer Should Monitor Thanks for taking the time to listen today. Find Damon Pistulka on LinkedIn talking about life & building businesses you can sell or succeed. Find out more about Damon when he's not working. @damonpistulka on Instagram, or Damon Pistulka on Facebook. More information on building businesses you can sell or succeed and the Exit Your Way method on our website Email us for more information info@exityourway.com
Welcome to The SaaS CFO Podcast! In this episode, Ben Murray sits down with Michael Salorio, founder and CEO of Solentrex, an ambitious new player in the solar industry bringing an all-in-one, AI-driven ERP platform to residential solar companies. Michael Salorio shares his journey from a finance and wealth management background to building a cutting-edge SaaS product and highlights how Solentrex is streamlining operations for both solar installers and sales teams. Tune in as we explore the evolving solar market, dive into Solentrex's product launch roadmap—including a soft launch and a major industry conference debut—and discuss the challenges and lessons learned from fundraising and onboarding early customers. If you're interested in vertical SaaS, ERP innovation, or the future of solar tech, this episode is packed with insights you won't want to miss! Show Notes: 00:00 "Philantrix: Team-Driven Success" 04:11 "Streamlining Solar Sales Workflow" 08:30 Delaying Launch for Accuracy 11:37 Solar Growth Through Relationships 13:50 Key Metrics for Growth Focus 17:24 "Streamlining Polar Industry Operations" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/solentrex-secures-strategic-investment Michael Salorio's LinkedIn: https://www.linkedin.com/in/michael-salorio-a55204108/ Solentrex's LinkedIn: https://www.linkedin.com/company/solentrex/about/ Solentrex's Website: https://solentrex.com/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray
George Ogilvie, President and CEO of Arizona Sonoran Copper (TSX:ASCU – OTCQX:ASCUF), joins us to outline the key metrics from the Pre-Feasibility Study (PFS) on the Cactus Project in Arizona and the envisioned mine plan. We also get an exploration update, more clarity around the permitting process, discuss the recent capital raise, and review the pathway to production. PFS Highlights include: Simple open pit / SXEW operation producing approximately 103,000 tonnes (226 million lbs) of estimated average annual copper cathodes over the first 10 years of mining, which would make Cactus the third largest cathode producer in the USA Industry-leading capital intensity of $10,894 per tonne of copper cathodes produced $574 million of average annual EBITDA1 Strong economics to support the continued development of Cactus with a focus on simplicity and executability of the open pit copper cathode project, on private land in Arizona Cactus Project is well positioned over the 22-year Project Life of Mine (“LoM”) to generate value at a variety of copper prices: Conventional, Cost-effective Mining and Processing: Open-pit, Heap Leach and SXEW Operation with Oxide and Enriched Materials from Cactus and Parks/Salyer open pits over 22 years of processing Cash costs (C1) of $1.34/lb, All in Sustaining Costs (“AISC”) of $1.62/lb and All in Costs (“AIC”)1 of $2.01/lb Initial mineral reserves of 513 million tons at a grade of 0.52% Total Copper in the Proven and Probable category for 5.3 billion pounds of contained copper 65% conversion of leachable M&I mineral resources to mineral reserves, with increased grades reporting to the heap leach pads Significant benefits to the local community and economy of Arizona, including projected creation of an estimated 600+ direct jobs Future mine expansion opportunities outside of the current mineable copper reserves, including late mine life primary sulphides, Cactus East and other exploration targets Final investment decision as early as Q4 2026 with targeted first cathodes in 2029 George reviews how the incorporation of the newer MainSpring area into the larger Parks-Salyer deposit, over the last 2 years has allowed for a shift in strategy from underground mining over to an open-pit mining method. They are reviewing moving the center of the open pit more towards the high-grade portion of the Park-Salyer deposit, the infill drilling showed it expanding towards that direction, which presented better economics and a faster payback period, as outlined in the PFS. George also provides some updates on permitting for the project, and the importance of it being on private land to help expedite the process, and that they should be submitting their applications later this year for administrative acceptance by early 2026, and then approval 6 months later. This permitting process will time out well with the release of their Bankable Feasibility Study. Next we discussed the news on December 2nd, which announced that the Company closed its previously announced private placement of common shares of the Company pursuant to which the Company issued, on a “bought deal” basis, 25,746,300 Common Shares, including 3,358,200 Common Shares granted to the underwriters, at a price of $3.35 per Common Share, for aggregate gross proceeds of C$86,250,105. This gives the company the runway to execute on all coming workstreams heading into the Bankable Feasibility Study and the capital stack coming together for a construction decision late next year. If you have any follow up questions for George about Arizona Sonoran, then please email us at Fleck@kereport.com or Shad@kereport.com. In full disclosure, Shad has a position in Arizona Sonoran Copper at the time of this recording and may chose to buy or sell shares at any time. Click here to visit the Arizona Sonoran website to read over all the recent news. For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
On this episode of Kaya Cast, host Tommy Truong sits down with John Shute, founder of Puff Creative, a cannabis marketing agency committed to changing lives through thoughtful branding and community impact. John shares his unlikely journey from the service industry to cannabis marketing, shaped by personal loss from the opiate crisis and a strong belief in social justice. He explains how Puff Creative helps dispensaries and brands grow by aligning branding with operations, building a solid foundation, and using data to drive every decision.Together they dive into practical playbooks: defining your tribe and brand story before spending on marketing; why a strong foundation—brand narrative, conversion-friendly websites, SEO, CRM systems, and clean data tracking—maximizes every dollar spent; the debate between native ecommerce versus all-in-one tech stacks and how to choose for your business; the essential focus on retention and lifetime value; how to track ROI with tools like GA4, Alpine IQ, SpringBig, and Klaviyo; the realities of PR, launches, and local strategy; red flags to watch for when vetting agencies; and what dispensaries should have in place before engaging external partners.John also shares Puff Creative Cares, their philanthropic work, and what's ahead with MJ Biz Con events and a bigger mission to support communities. If you're a retailer or brand in cannabis looking to scale with integrity and results, this episode is for you.Find Puff Creative at puffcreative.com and connect with John Shute on LinkedIn. John Shute is a leading expert in the cannabis industry, with over 10 years of experience in marketing and branding. He is the founder and CEO of PufCreativ, a full-service creative agency that specializes in the cannabis space.With a background in advertising and design, John has a keen eye for creating visually stunning and impactful campaigns for his clients. His passion for the cannabis industry stems from his belief in the healing properties of the plant and the potential for growth in the emerging market.Through his work at PufCreativ, John has helped numerous cannabis businesses elevate their brands and stand out in a crowded market. His expertise in branding, packaging, and digital marketing has led to successful campaigns for both established companies and startups.John is also a sought-after speaker and consultant, sharing his knowledge and insights on the intersection of cannabis and marketing. He has been featured on various podcasts and industry events, discussing the latest trends and strategies in cannabis branding and advertising.With his extensive experience and passion for the industry, John Shute is a valuable guest for any cannabis business podcast, offering valuable insights and practical tips for success in the ever-evolving cannabis landscape.Find out more about PufCreativ at:https://pufcreativ.com/https://www.linkedin.com/in/john-shute-pufcreativ/https://www.linkedin.com/company/pufcreativ/ 00:00 Introduction to Kaya Cast00:11 Journey into the Cannabis Industry03:22 Marketing and Operations Alignment05:22 Technological Impact on Cannabis Marketing07:45 Building a Strong Brand Foundation10:28 Effective Customer Retention Strategies15:55 The Role of PR in Cannabis Marketing18:08 Maximizing Marketing Spend22:25 Choosing the Right Tech Stack23:02 The Importance of Understanding Your Tech Stack23:45 All-in-One Solutions vs. Custom Tech Stacks24:21 Innovative Technologies for Cannabis Brands25:06 The Role of Mobile Apps in Brand Marketing26:22 Maximizing E-commerce and CRM Capabilities27:51 The Power of Email Marketing29:22 Key Metrics for E-commerce Success30:21 Benchmarking and Competitive Analysis33:00 Internal Resources and Effective Communication36:17 Red Flags When Choosing an Agency39:11 Corporate Responsibility and Community Engagement42:17 Conclusion and Contact Information #kayacast #cannabis #tips #dispensaries #business #podcast
"The number one driver of small to medium sized businesses not making it is cash flow problems. It's not that they're not profitable. This is the big thing with net cash that most people don't realize, is that you can run a profitable business and run out of money." -Tommy Vincent In this spotlight episode, Tommy Vincent, Co-Founder and Chief Revenue Officer at Hub Analytics, returns to share how bookkeepers can confidently step into advisory by focusing on just 3 key metrics. He explains how to measure, track, and present them to clients in a way that builds trust and drives business growth. In this interview, you'll learn: The 3 metrics every bookkeeper should track Why consistency matters more than dozens of KPIs How net equity shows a business owner's true wealth To learn more about Hub Analytics, click here. Connect with Tommy on LinkedIn. Time Stamp 00:00 – Introducing 3 Key Metrics 02:16 – Why bookkeepers are well-positioned to deliver advisory services 03:59 – Why less is more with KPIs for small business clients 04:54 – The three core metrics 06:33 – Breaking down net operating income & what it reveals 07:50 – Industry nuances & why measuring consistently matters 09:30 – Using consistent monthly tracking to spot improvement 12:20 – Net equity explained 14:27 – Why 78% of a business owner's net worth is tied to their business 16:04 – Loans, distributions & reinvestment 20:54 – Why profitable businesses still fail without cash 23:10 – Healthcare & construction industries & cashflow gaps 25:59 – Watching DSO & DPO to avoid cash crunches 27:21 – How bookkeepers can differentiate by tracking just 3 KPIs 28:29 – How to package advisory 30:55 – Why most existing clients won't pay more 33:18 – Advisory is best suited for businesses over $1M revenue 34:56 – How Hub Analytics supports bookkeepers with AI-driven reporting
Welcome back to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Nathan Gwilliam, the founder and CEO of PodUp, for an in-depth look at building and scaling a SaaS business in the ever-evolving world of podcasting. Nathan shares his journey as a serial entrepreneur, from launching his first business at BYU to building and selling three successful companies—including Adoption.com, the world's most-used adoption platform. Nathan takes us behind the scenes of PodUp, a platform designed to streamline every aspect of podcast creation, growth, and monetization through a suite of over 60 integrated tools—including sophisticated AI features. He opens up about the inspiration behind PodUp, the challenges of integrating dozens of technologies for content creators, and how a focus on both software and done-for-you services (through Pod Allies) is redefining the podcasting ecosystem. Together, Ben and Nathan discuss PodUp's fundraising journey, the nuances of working with angel investors versus VCs, and key metrics that drive sustainable SaaS growth. Nathan also offers practical advice for founders on raising capital, finding the right investors, and why bootstrapping a functional MVP can dramatically improve your fundraising odds. Whether you're a creator, entrepreneur, or SaaS enthusiast, this episode is packed with firsthand insight and actionable takeaways for anyone looking to win big in the creator economy. Show Notes: 00:00 "Integrated Platform Solving Time Constraints" 06:23 "Comprehensive Content & Monetization Tools" 07:40 Podcast Monetization Strategy Explained 12:56 "Board Accountability and Updates" 14:11 Bootstrap Before Raising Money 18:13 DIY Software Market Challenges 22:13 Key Metrics for SaaS Survival 26:39 "Choosing SaaS Use Cases Wisely" 27:26 "SaaS vs Service Business Valuations" 30:37 "Start & Grow Your Podcast" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/podup-raises-5-8-million-in-funding Nathan Gwilliam's LinkedIn: https://www.linkedin.com/in/nathangwilliam/ PodUp's LinkedIn: https://www.linkedin.com/company/poduppodcasting/ PodUp's Website: https://podup.com/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray
Megan Shields discusses the intricacies of Facebook advertising, particularly for podcast editors who want to help their clients expose their clients' shows to a larger audience. She emphasizes the importance of understanding the relevance of Facebook ads in today's digital landscape, debunks common myths, and outlines strategies for both client acquisition and podcast promotion. Megan explains the role of the Meta tracking pixel, how to set up effective ad campaigns, and also highlights the importance of collaboration between podcast editors and ad managers to maximize ROI and achieve business goals.TakeawaysFacebook ads remain relevant with 3 billion monthly usersAdvertising will always work if done correctlyThe Meta tracking pixel is essential for measuring ad successUnderstanding your cost per lead is vital for ad campaignsCollaboration between podcast editors and ad managers enhances resultsKey moments:(00:00) The Relevance of Facebook Ads Today(09:31) Understanding Facebook Ads Myths(11:26) Strategies for Client Acquisition vs. Podcast Promotion(18:09) The Role of Meta Tracking Pixel(24:30) Setting Up and Budgeting for Ads(27:36) Content Types for Effective Ads(30:25) Maximizing ROI Beyond "Just" Podcast Promotion(42:43) Key Metrics to Monitor for Ad SuccessAbout Megan Shields:Megan is, as her husband calls her, a snow-plow of progress. Starting her sales career at age 24, she hit the ground running and became the top 10% of producers in the nation within the first 2 years by using the power of social media. After realizing how sought after her social media strategies were in corporate America, she decided to start her own business and ChimeHouse Media was born. Alongside her husband they serve clients all over the world, helping them grow their businesses and expand their reach using the power of Facebook and Instagram Ads. Find Megan at ChimeHouseMedia.com______________________________Our Editor for this episode: Alejandro RamierzInterested in talking with Alejandro about editing your show? Find him on LinkedIn.______________________________Tools we used:*Riverside.fm to RECORD & SHOW NOTESWe used Riverside to record this episode and create the basis of the show notes, including a list of takeaways and chapters. We also used the video editing tools to create a video version for YouTube.*Captivate.fm for our podcast MEDIA HOSTWe use Captivate to host the podcast. Captivate offers amazing features for a low monthly price, including full control of dynamic insertion, embedded chapters, and Blocks/Shortcodes to quickly add content to show notes (either static or dynamically!)*Use of the above affiliate links may earn us a commission, which is used to support the efforts of this show. Thank you in advance for your support!This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy
Austin Lyons analyzes one of the five Mag 7 companies reporting earnings next week: Alphabet (GOOGL). He believes the company needs to prove generative A.I. is a benefit to its business instead of a threat as Google search and cloud revenue show formidable growth. Austin also notes interesting A.I. opportunities for Alphabet's YouTube platform. Alex Coffey offers a pair of example options trades for the Mag 7 stock.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Running a gym takes more than passion — it takes systems, data, and the right team behind it.Welcome to Gym Marketing Made Simple, the podcast that helps boutique gym owners grow smarter — attracting more members, boosting revenue, and simplifying operations without having to handle marketing on their own.Episode HighlightsThis episode breaks down what it truly means to run a gym like a business. Guests Aimee Moller from Swift River CrossFit and Mikilah Speer from FEM Fit share how tracking key metrics, building a strong team, and creating structured systems can help gyms scale sustainably. From communication tools to internship programs, this conversation uncovers the operational foundations that drive real growth.Key TakeawaysTreating a gym like a business creates structure, accountability, and long-term stability.Tracking data like churn rate, average revenue per member, and new member acquisition is essential for decision-making.Clear systems — including training manuals and SOPs — help maintain consistency and reduce overwhelm as membership grows.A formal internship program supports staff development and prepares future coaches.Anticipating turnover and defining clear roles help avoid friction within the team.Communication tools like Slack improve organization, keep staff aligned, and streamline internal updates.Episode Chapters00:00 Intro00:05 Running a Gym Like a Business01:11 Importance of Data and Hiring in Gym Operations03:41 Building a Quality Team and Anticipating Turnover10:04 Challenges of Hiring Friends and Defining Roles12:46 Key Metrics for Gym OwnersCall to Action If this episode sparked ideas for improving operations, follow Gym Marketing Made Simple for more conversations that help gym owners grow efficiently and sustainably.Supporting Information
Jeetu Patel knows a few AI secrets. As the President of one of the largest companies in the world, he's helped pave the AI adoption roadmap. At Cisco, they provide full-stack, enterprise AI solutions spanning infrastructure, security, observability, and operations to the world's largest companies. So naturally, Jeetu could write a legit playbook on what's slowing enterprises down in the AI fast lane and how they can overcome those bottlenecks. And naturally, Jeetu is gonna share it all with us. The 3 Big Obstacles Holding AI Adoption Back -- An Everyday AI Chat with Cisco President Jeetu PatelNewsletter: Sign up for our free daily newsletterMore on this Episode:Episode PageJoin the discussion on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Enterprise AI Adoption Rates & ChallengesAI Workflow Automation Phase ExplainedThree Big Obstacles to AI AdoptionInfrastructure Constraints for Enterprise AITrust Deficit in AI SystemsData Gaps Impacting AI SuccessMeasuring ROI on Enterprise AI DeploymentFuture Trends: Agentic AI and Original InsightsTimestamps:00:00 AI Adoption Challenges in Enterprise05:18 AI Adaptation: The Key Strength08:56 AI Infrastructure and Trust Challenges10:23 Building Trust and Harnessing Data13:27 Unsatiated Demand Signals Growth19:12 Proactive AI Model Safeguards22:07 AI Strategy and Business Growth26:09 Key Metrics for AI Success28:10 Guardrails for AI Vulnerabilities31:34 AI Unlocking Revolutionary DiscoveriesKeywords:AI adoption, obstacles to AI adoption, enterprise AI, generative AI, AI strategies, chatbots, autonomous agents, workflow automation, business productivity automation, infrastructure for AI, AI power consumption, data center capacity, compute capacity, GPUs, Nvidia, AMD, network bandwidth, CapEx in AI, AI bubble, national security and AI, economic growth and AI, AI trust deficit, securing AI, AI safety, AI hallucinations, large language models, model unpredictability, AI guardrails, algorithmic jailbreak, AI security stack, AI defense, company data as moat, AI data pipeline, data gap in AI, machine data, human data, synthetic data, time series data, data correlation, AI model training, AI ROI, trust in AI systems, agentic workflows, future of AI, robotics, humanoid AI, physical AI, original insights with AI, economic prosperity with AI, AI-generated knowledge, workflow automation with AI agents, scaling AI in enterprisesSend Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner
What gets measured gets improved. In this On the Road episode, Bryan Billig, VP of Customer Education at Assembly Software, breaks down the most important data points law firms should be tracking—and the ones they shouldn't stress over. From intake sources and case inventory to staff productivity and marketing ROI, Bryan explains how to turn firm data into actionable insights. Learn how consistent data entry, smart reporting, and a culture of measurement can reveal bottlenecks, boost efficiency, and strengthen your bottom line. Bryan Billig is Vice President of Customer Education at Assembly Software. Learn more about your ad choices. Visit megaphone.fm/adchoices
Building a successful sales organization from the ground up is no small feat. It requires strategic planning, data-driven decision-making, and a focus on cultivating the right mindset within your team. In this episode, I sit down with Megan Prince, Chief Revenue Officer of Zeni, to explore how she led her company to 10x their ARR in just a few years through a powerful outbound sales strategy. The Power of Outbound Sales Learn why Megan believes that a strong outbound motion is crucial for controlling your destiny and driving consistent growth. She reveals how 65% of Zeni's revenue comes from outbound efforts and explains why it's their most cost-effective customer acquisition channel. Building an Effective Tech Stack Discover the tools and technologies Zeni uses to power their outbound engine, including: · Orum for cold calling · LinkedIn Sales Navigator for social selling · AmpleMarket for data mining and email automation · Avoma for listening to cold calls · HubSpot for task management · FlyMSG.io for AI Writing, text expansion, sales prospecting training and social selling Designing High-Impact Sequences Megan breaks down their 20+ step outbound sequence that spans 20-30 days, incorporating multiple touchpoints across various channels. She emphasizes the importance of persistence, noting that it often takes 12-18 touches to convert a prospect into a customer. Data-Driven Decision Making Learn about the critical metrics Megan tracks to ensure predictable pipeline generation, including: Point of sale revenue per headcount Total activities to convert one customer SQLs per customer Pipeline to close-won rates Cultivating a Winning Mindset Explore the daily practices Megan encourages her team to adopt, such as gratitude journaling and intention-setting, to maintain a positive attitude in the face of rejection. Whether you're a sales leader looking to scale your organization or a rep aiming to improve your outbound game, this episode offers actionable strategies to elevate your sales performance. Tune in to learn how to build a data-driven, high-performing sales machine that can drive exponential growth for your business. Key Moments of This Episode 00:00:00 - The Importance of Cold Calling in Modern Sales Discusses the decline in email conversion rates and the effectiveness of cold calling for customer acquisition. Highlights the need for persistence in outreach, with 9,000 activities and 12-18 touchpoints typically required to convert a customer. Emphasizes the value of human interaction in sales processes. 00:01:30 - Introducing Megan Prince: From Door-to-Door Sales to Chief Revenue Officer Megan Prince shares her journey from door-to-door sales to becoming CRO at Zeni, a company providing automated bookkeeping for startups. She discusses her experience growing Zeni's ARR by 10x and the importance of outbound sales strategies in the company's success. 00:04:58 - Building a Successful Outbound Sales Strategy Megan explains Zeni's outbound sales approach, including their tech stack (Orum, LinkedIn Sales Navigator, etc.) and 20-step sequence over 20-30 days. She emphasizes the importance of persistence, data-driven decision making, and maintaining a 2:1 BDR to AE ratio for optimal unit economics. 00:34:10 - Key Metrics and Mindset for Sales Success Megan discusses critical metrics for tracking BDR performance, including point of sale revenue per headcount and total activities to convert customers. She emphasizes the importance of data-driven decision making and cultivating a positive mindset through gratitude journaling and intention setting for sales team success. 00:40:44 - Leadership Advice for Building a Sales Organization Megan's key advice for sales leaders: lead with care and empathy to inspire team loyalty. She stresses the importance of balancing data-driven strategies with genuine concern for team members' well-being. Megan also shares her preferred methods of contact and personal insights. About Megan Prince Megan Prince is a dynamic revenue leader known for building and scaling high-performing sales organizations that have driven hundreds of millions in revenue. Currently the Chief Revenue Officer at a Zeni.ai, she specializes in architecting repeatable go-to-market strategies, cultivating customer-first cultures, and operationalizing excellence from the ground up. Megan's journey began in the grit of door-to-door sales and accelerated quickly, rising to VP of Sales at a publicly traded company within six years. Along the way, she's been honored as a 30 Under 30 standout, Director of the Year, and a multi-time President's Club and Million Dollar Club achiever. What differentiates Megan is her focus on the inputs of driving culture, clarity and consistency as the true drivers of performance. She's deeply passionate about developing talent, and is committed to helping others build intentional, high-impact careers. Follow Us On: · LinkedIn · Twitter · YouTube Channel · Instagram · Facebook Learn More About FlyMSG Features Like: · LinkedIn Auto Comment Generator · AI Social Media Post Generator · Auto Text Expander · AI Grammar Checker · AI Sales Roleplay and Coaching · Paragraph Rewrite with AI · Sales Prospecting Training for Individuals · FlyMSG Enterprise Sales Prospecting Training Program Install FlyMSG for Free: · As a Chrome Extension · As an Edge Extension Grammar intention-setting Ignore all Proofread in dialog Settings Disable
Join Our FREE Start Repairing Credit Challenge: http://startrepairingcredit.com/ What if I told you that the number one thing holding back your credit repair business isn't the disputes… but the marketing? Just think about it. You might be the best at fixing credit, but without a steady flow of clients walking through your door, you are stuck. And that's exactly why so many businesses fail! But don't worry… You're in luck, because today's guest has figured out how to generate leads consistently for as little as $5 a day. Sounds too good to be true, right? Well, meet Alex Rocha, a Facebook ad expert who has helped build a multi-seven-figure credit repair empire, helped over 30,000 clients, and mentored hundreds of entrepreneurs. He is a master at creating effective ads that won't blow your budget. And the best part? Alex is here today to share some of his magic with you. In this episode, he walks us through exactly how to launch your very first paid ad in under an hour. If you've ever struggled to get clients, you'll definitely want to stick around.Let's jump right in! Get Alex's Fool-Proof Credit Repair Ad Guide: https://crc.mastodonmarketing.com/Key Takeaways:00:00 Intro 02:13 Alex's Background02:55 Helping Credit Repair Businesses05:16 How to Launch an Ad In Under an Hour 12:44 The Secret to a Great Ad19:55 Expected Return on Investment 22:02 Common Mistakes When Creating Ads 27:27 Optimizing Your Ads and Converting Your Leads 30:52 Diagnosing What Goes Wrong with Ads 33:09 Launching Crazy Offers36:17 Key Metrics to Track 38:16 Getting High-Value Clients 41:55 Client Success Stories 43:40 Rapid Fire Questions 46:19 OutroAdditional Resources:Alex on YouTube: https://www.youtube.com/@CreditRepairAdsAlex's Website: https://mastodonmarketing.com/Alex on Instagram: https://www.instagram.com/mastodon.marketing/Get a free trial to Credit Repair CloudGet my free credit repair training Step-by-Step Guide to Recruiting TOP Affiliates for Your Credit Repair BusinessMake sure to subscribe so you stay up to date with our latest episodes.
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Ash welcomes CJ Carroll from Dental Intelligence, a leading provider of dental analytics software. They discuss the pressing questions many dentists have about practice data—how to interpret analytics reports, which key performance indicators (KPIs) matter most, and whether investing in dental analytics is worth it for your practice.CJ explains how Dental Intelligence integrates seamlessly with major practice management software like Dentrix, Eaglesoft, and Open Dental to transform complicated data into actionable insights. From tracking provider performance and hygiene reappointment rates to revealing untapped revenue hiding in unconverted treatment plans, CJ breaks down how analytics empower owners to make smarter management decisions. Whether you're a new dental startup or a seasoned practice owner, this episode sheds light on the real-world benefits of embracing data-driven growth, streamlining workflow, and ultimately maximizing your practice's potential.To find out more about Dental Intelligence, visit: https://www.dentalintel.com/Key Topics Discussed:Overview of Dental Intelligence and its analytics toolsKey performance indicators for dental practicesImportance of data accuracy and common mistakesOnboarding process and ongoing supportSuitability of analytics for startups versus mature practicesCapturing lost production and reactivating patientsTracking patient flow, attrition, and recaptured patientsIntegrating with practice management systemsUsing analytics for employee bonuses and performance plans
On this episode of Chit Chat Stocks, we continue our Super Investor series by covering Dev Kantesaria of Valley Forge Capital. The Buffett disciple has invested in huge winners over the last two decades including S&P Global, Fico, and Mastercard. We discuss:(03:37) Dev Kantesaria's Unique Background(06:20) Investment Philosophy and Approach(09:23) Portfolio Analysis and Key Metrics(12:38) Case Study: Fair Isaac Corporation (FICO)(32:20) Unlocking Pricing Power: The FICO Case Study(37:25) S&P Global: A Long-Term Investment Perspective(44:14) Valley Forge Fund Performance: Analyzing Returns(50:24) Key Takeaways from Kantesaria's Investment Philosophy(56:33) AI and Investment Uncertainty: A Cautionary Perspective*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
In this episode of the Medical Aesthetics Marketing Show, host Pam, a marketing strategist and aesthetic enthusiast, dives into the often-overlooked but incredibly potent channel of email marketing. Pam elaborates on how email marketing can offer the highest ROI in the digital stack, emphasizing the importance of owning your email list over relying solely on social media. She outlines the different types of email sequences such as welcome sequences, consultation follow-ups, and reactivation campaigns designed to automate and enhance client engagement. Pam also shares practical advice on crafting subject lines, personalizing messages, and utilizing seasonality to boost open rates and conversions. The episode concludes with insight into important metrics like click rates and the value of consistent, well-timed communication.00:00 Introduction and Recap00:29 The Power of Email Marketing01:26 Why Email Marketing is Profitable04:31 Building Effective Email Campaigns07:01 The Importance of Follow-Up18:23 Crafting Engaging Emails24:13 Key Metrics to Track27:20 Conclusion and Next StepsSign up for The Aesthetics Vault: https://www.theaestheticsjunkie.com/sp/the-aesthetics-marketing-vault/Follow us on Instagram: Instagram.com/theaestheticjunkieAll Podcasts & Resources: https://www.theaestheticsjunkie.com/medical-spa-marketing-show-podcast/
Bob Doll says the current bull run is in "extra innings," but he's not calling a strikeout just yet. Despite valuations in the top decile of history, he believes the fundamentals are still good enough to justify higher prices - for now. Doll shares his key takeaways on what to watch, including price to free cash flow, profitability, and the Federal Reserve's next move on interest rates. He also weighs in on the sectors that will feel the most pain from tariffs, including retail and some hard goods companies, and reveals where he's finding value in the market.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
In this episode of the Volunteer Nation Podcast, Tobi Johnson dives into why it's time to move beyond traditional volunteer metrics like hours logged and retention rates. She unpacks the difference between outputs and outcomes, sharing practical examples and actionable strategies for measuring and showcasing the true impact volunteers have on communities and organizations. Tobi explains how tracking outcomes can inspire volunteers, improve program quality, strengthen recruitment messaging, guide strategic decisions, and demonstrate real value to stakeholders. You'll also learn how to create visual graphics to communicate these outcomes! Full show notes: 175. Outputs vs Outcomes: Why Counting Hours Isn't Enough Outputs vs Outcomes - Episode Highlights [02:47] - Proving Volunteer Impact [03:37] - Key Metrics to Track [06:14] - The Importance of Outcome Metrics [09:41] - Communicating Impact Effectively [13:58] - Why Volunteer Outcomes Matter [13:58] - Why Volunteer Outcomes Are Essential [18:36] - Communicating Volunteer Impact [22:24] - Improving Program Quality with Outcomes [25:40] - Strengthening Recruitment Messaging [28:42] - Supporting Strategic Decision Making [31:53] - Creating Visual Impact Graphics Helpful Links Volunteer Management Progress Report VolunteerPro Impact Lab Volunteer Nation Episode #135: How to Use Video Storytelling to Connect with Aaron Walton and Emmanuel LeGrair Thanks for listening to this episode of the Volunteer Nation podcast. If you enjoyed it, please be sure to subscribe, rate, and review so we can reach more people like you who want to improve the impact of their good cause. For more tips and notes from the show, check us out at TobiJohnson.com. For any comments or questions, email us at WeCare@VolPro.net.
Watch the YouTube version of this episode HEREAre you a law firm owner who needs support with financial management? In this episode of the Maximum Lawyer Podcast, Tyson interviews Jessica Gonifas, an expert in implementing the Profit First system for law firms. Jessica explains how Profit First helps law firm owners prioritize profit, improve cash flow, and gain financial clarity by allocating income into dedicated accounts. Jessica shares what a profit first system is for law firms and why it is important to have. The system is about structuring your firm to focus on profit and uses the formula of sales - profit = expenses. It also includes cash management and how to allocate your cash based on what priorities you deem necessary. Jessica helps firms look at their priorities once a quarter to know what areas of the business needs to be focused on, thus allocating cash to that area in order to help with growth.Profit First also helps law firms understand their approach to money. Many lawyers don't really know how to manage money because their focus is on law and helping clients. Shifting from a lawyer to a law firm owner involves understanding money and how it needs to be distributed or handled within a firm. Jessica emphasizes the need for law firms to figure out their goals, especially their financial goals and utilize Profit First make the process easier.Listen in to learn more!00:29 Core Principles of Profit First 03:31 Strategic Financial Planning05:44 Managing Personal and Firm Finances 13:35 Streamlining and Optimizing Finances25:00 Key Metrics to Track31:19 Financial Red FlagsTune in to today's episode and checkout the full show notes here. Connect with Jessica:Website Instagram FacebookPodcastLinkedin TikTok Youtube
You train hard. You eat well. You take care of yourself. So why does it sometimes feel like your body is aging faster, not better? In this episode, we're breaking down two powerful — and often misunderstood — concepts: biological age and your pace of aging. We'll explain what they actually mean, the science behind the metrics that influence them (like HRV, resting heart rate, and sleep), and how they reflect what's really going on inside your body. Whether you track this data with a wearable like WHOOP or not, the protocols we share today will help you slow down the clock and build a stronger, sharper, more resilient version of yourself — one habit at a time. You'll learn: The difference between biological age and pace of aging What metrics like HRV, RHR, and respiratory rate actually tell you How your training, sleep, and stress habits shape your aging process A reset protocol to drop your pace of aging this week Supplements and lifestyle tools to support long-term longevity Because aging better doesn't happen by accident — it happens when you show up with intention. APPLY FOR COACHING: https://www.lvltncoaching.com/1-1-coaching SDE Method app: https://www.lvltncoaching.com/sde-method-app Macros Guide https://www.lvltncoaching.com/free-resources/calculate-your-macros Join the Facebook Community: https://www.facebook.com/groups/lvltncoaching FREE TOOLS to start your health and fitness journey: https://www.lvltncoaching.com/resources/freebies Alessandra's Instagram: http://instagram.com/alessandrascutnik Joelle's Instagram: https://www.instagram.com/joellesamantha?igsh=ZnVhZjFjczN0OTdn Josh's Instagram: http://instagram.com/joshscutnik Chapters: 00:00 Understanding Biological Age and Aging Pace 02:50 The Role of Wearable Tech in Tracking Aging 06:02 Key Metrics for Assessing Aging 08:31 The Importance of Sleep and Recovery 11:19 Nutrition's Impact on Aging 15:07 Exercise and Its Effects on Biological Age 18:13 Lifestyle Factors Influencing Aging 20:59 Strategies to Lower Biological Age 23:43 The Role of Supplements in Aging 26:28 Final Thoughts on Aging and Longevity
In today's rapidly evolving sales landscape, lead generation remains a top priority for Chief Revenue Officers and sales leaders. But with the rise of AI, changing buyer behaviors, and an overwhelming array of tools and technologies, how can sales teams effectively navigate this complex terrain? In this episode of the Modern Selling Podcast, I sit down with Zach Jones, Chief Revenue Officer at TechnologyAdvice, to explore the cutting-edge strategies and tools that are reshaping the lead generation game. With over a decade of experience in scaling sales teams and driving revenue growth, Zach offers invaluable insights into the current state of B2B sales and marketing. Adapting to the New B2B Buyer Journey One of the most significant shifts we discuss is the changing nature of the B2B buyer journey. Zach highlights that: 75% of the buyer journey now happens before someone wants to talk to sales 86% of buyers start with a shortlist of vendors 92% of purchases come from that initial shortlist This means that awareness and early education are more critical than ever. Sales and marketing teams need to focus on getting on that shortlist through strategic content placement and engagement across various channels. The Rise of AI in Sales and Marketing Artificial Intelligence is not just a buzzword – it's reshaping how we approach lead generation and engagement. Zach shares eye-opening statistic: There's been a 240% increase in page views from ChatGPT to their websites since January This shift towards AI-driven content creation and research is changing how buyers find and evaluate vendors. Sales teams need to adapt their strategies to ensure they're visible and relevant in this new AI-powered landscape. From Funnel to Rooms: A New Perspective on Lead Nurturing Zach introduces an interesting concept of thinking about lead nurturing not as a funnel, but as two rooms: Prospects who are ready to talk to a vendor Prospects who are not ready The key is figuring out how to move prospects from the "not ready" room to the "ready" room. This approach requires a more dynamic and personalized marketing strategy, leveraging AI and intent data to create tailored experiences for each prospect. Actionable Takeaways for Sales Leaders Experiment with new technologies and strategies – don't be afraid to break things Focus on niching down and segmenting your audience for more personalized outreach Leverage AI tools to level the playing field and enhance your team's capabilities Align your sales and marketing strategies based on your target market and how they buy Consider implementing an Account-Based Experience (ABX) approach for enterprise sales As the B2B sales landscape continues to evolve, staying ahead of the curve is crucial. By embracing new technologies, focusing on personalization, and adapting to changing buyer behaviors, sales teams can position themselves for success in this dynamic environment. Timestamped Summary of this Episode: 00:00:00 The Rise of AI in Content Creation AI tools like ChatGPT are becoming increasingly popular for content creation and personalization. Marketers are focusing on delivering more relevant, timely messages to smaller, engaged audiences rather than high volume outreach. The shift towards AI-driven personalization is changing how companies approach lead generation and engagement. 00:01:07 Introducing Zach Jones: CRO of TechnologyAdvice Zach Jones, Chief Revenue Officer at TechnologyAdvice, shares his background and the company's role in connecting tech marketers with B2B buyers. TechnologyAdvice operates multiple digital media properties and offers services like content creation, digital advertising, lead generation, and buyer intent intelligence. 00:03:27 From Punk Pop to B2B Sales: Zach's Surprising Past Zach reveals his unexpected background as the frontman of a punk pop band in college. This experience, while not impressing his future wife, showcases Zach's diverse background before entering the B2B sales and marketing world. 00:05:19 Evolving Lead Generation Landscape The lead generation landscape is shifting due to economic changes and emerging technologies. Key trends include niching down to target smaller, engaged audiences, leveraging AI for personalization, and adapting to the changing demographics of B2B buyers, with millennials and Gen Z now dominating. 00:08:18 Adapting to Modern Buyer Journeys Marketing and sales teams are adapting to new buyer journeys by embracing diverse media channels like podcasts, YouTube, and newsletters. The focus is on meeting buyers where they are and providing relevant content throughout their decision-making process, rather than relying solely on traditional lead generation methods. 00:10:11 Effective Sales and Marketing Tools While some companies are cutting back on tools, certain platforms like Sixth Sense and ZoomInfo continue to deliver ROI. The trend is moving towards efficiency and proven value rather than accumulating multiple tools. New opportunities in forums, Reddit, and connected TV are emerging as ways to engage buyers. 00:12:50 Key Metrics for Evaluating Tools CROs should prioritize usage and adoption rates when evaluating tools. Pipeline generation and productivity improvements are also crucial metrics. The focus should be on how tools increase efficiency and drive tangible results rather than just adding more features. 00:17:37 Intent Data and Personalized Engagement Leveraging intent data and behavioral analytics is crucial for identifying and engaging high-potential leads early in the buyer's journey. TechnologyAdvice is developing an AI-driven "intent to lead" model that creates personalized, timely outreach based on prospect behavior across their ecosystem. 00:32:40 Rethinking the Sales Funnel The traditional sales funnel concept is evolving into a two-room model: prospects are either ready to talk to a vendor or they're not. The focus is on moving prospects from "not ready" to "ready" through personalized, dynamic marketing across various channels and touchpoints. 00:36:42 Tailoring Strategies to Audiences and Verticals There's no one-size-fits-all approach to sales and marketing strategies. Leaders must consider factors like product type, sales motion, and target market to determine the most effective channels and tactics. Account-based experience (ABX) is becoming increasingly important for enterprise sales. 00:40:18 Advice for CROs: Experiment and Personalize CROs should focus on testing new approaches, leveraging AI, and personalizing experiences for target accounts. The key is to be willing to experiment, niche down, and use available tools effectively to stand out in a competitive landscape. Follow Us on: · LinkedIn · Twitter · YouTube Channel · Instagram · Facebook You might also like: · FlyEngage - Social media AI engagement tool. · FlyPosts - Thought leadership AI post generator tool. · FlyMSG - Auto text expander (Try it out here for free). · FlyMSG Sales Pro for Individuals: On-demand sales training for individual sellers. · FlyMSG Sales Pro for Teams: On-demand sales training for sales teams for prospecting. Install FlyMSG for free: · As a Chrome Extension. · As an Edge Extension.
After climbing the ranks of the high finance ladder, Codie Sanchez felt lost. She was no longer in charge of her day-to-day life, despite her years of schooling and hard work. She decided to use the insights she had gained to build her own portfolio of what she calls “boring businesses.” Now, she is out to help others do the same, quickly becoming one of the biggest female business influencers in the world. In this episode, Codie breaks down her step-by-step approach to identifying, buying, and scaling small businesses that most people ignore but yield big returns. In this episode, Hala and Codie will discuss: (00:00) Introduction (03:18) From Journalism to Finance (05:11) Breaking Corporate Chains (08:09) Battling Bias as a Woman in Finance (11:21) Unorthodox Wealth Creation Strategies (20:00) Should You Really Diversify Your Income Streams? (24:06) Wealth from Boring Businesses (27:09) Six Creative Strategies to Buy a Business (35:11) Spotting Motivated Sellers (37:05) Key Metrics for Evaluating Businesses (40:27) Finding Hidden Gem Businesses (53:53) Codie's Secrets to Success Codie Sanchez is the founder of Contrarian Thinking and co-founder of Unconventional Acquisitions, focusing on small business acquisitions and roll-ups in the micro-PE space. She runs a holding company of service-based SMBs under $10M EBITDA, emphasizing "boring businesses." She previously led First Trust's $1B Latin America business and held leadership roles at Goldman Sachs, State Street, and Vanguard. She started her career as an award-winning journalist and has since become a recognized investor and thought leader. She holds an MBA from Georgetown University and serves on boards like Permian Investment and Magma Partners. Connect with Codie: Codie's Website: https://www.codiesanchez.com/#intro Codie's LinkedIn: https://www.linkedin.com/in/codiesanchez/ Codie's Twitter: https://twitter.com/codie_sanchez Codie's Instagram: https://www.instagram.com/codiesanchez/ Sponsored By: Airbnb - Find yourself a co-host at airbnb.com/host. Mint Mobile - To get a new 3-month premium wireless plan for just 15 bucks a month, go to mintmobile.com/profiting Found - Try Found for FREE at https://found.com/profiting Working Genius - Get 20% off the $25 Working Genius assessment at www.workinggenius.com/ with code PROFITING at checkout Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify Indeed - Get a $75 job credit at indeed.com/profiting Resources Mentioned: Contrarian Thinking: https://contrarianthinking.co/ Unconventional Acquisitions: https://unconventionalacquisitions.com/ Top Tools and Products of the Month: https://youngandprofiting.com/deals/ More About Young and Profiting Download Transcripts - youngandprofiting.com Get Sponsorship Deals - youngandprofiting.com/sponsorships Leave a Review - ratethispodcast.com/yap Watch Videos - youtube.com/c/YoungandProfiting Follow Hala Taha LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ TikTok - tiktok.com/@yapwithhala Twitter - twitter.com/yapwithhala Learn more about YAP Media's Services - yapmedia.io/
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