Podcasts about Lead management

In der dreiteiligen Podcast-Reihe spricht Jonas Rashedi mit den Gästen Michael, Steven und Philipp über die datengetriebene Transformation bei O2 – aus strategischer, operativer und technischer Sicht. Die Serie spannt den Bogen von der Vision eines vernetzten Omnichannel-Vertriebs über konkrete Ansätze im Performance Management bis hin zur technischen Umsetzung einer Customer Data Platform (CDP). Anschaulich wird dabei, wie datenbasierte Kundenerlebnisse entstehen. Klar wird: Der Schlüssel zum Erfolg liegt in der nahtlosen Verbindung von Menschen, Prozessen und Technologie – getragen von einer durchdachten Datenstrategie. Wie übersetzt man eine große Vision in echte Umsetzung? Welche Teams, Technologien und Denkweisen braucht es, um aus strategischen Ideen konkrete Maßnahmen zu machen? Darüber spricht Jonas Rashedi in der zweiten Folge dieser Reihe mit Steven Burkhardt, Head of Digital Analytics und Performance Management bei O2. Steven steht dabei genau an der Schnittstelle zwischen den Disziplinen: IT, Vertrieb, Marketing, Brand, Customer Service – und vor allem Daten. Das Gespräch zeigt, wie wichtig ein funktionierendes Zusammenspiel zwischen analytischer Tiefe und technologischem Fundament ist. Die Customer Data Plattform wird bei O2 nicht nur als Buzzword verwendet, sondern konsequent als Bindeglied zwischen Kanälen, Identitäten und Prozessen gedacht. Auf dieser Basis entstehen übergreifende Use Cases – von Lead Management bis Next-Best-Offer. Spannend ist dabei auch der Ausblick: AI-Modelle werden eingesetzt, um Sales Calls zu analysieren, Prozesse zu verstehen und sogar Service-Bots mit dem Wissen echter Gespräche zu trainieren. So entsteht Schritt für Schritt eine Architektur, die bereit ist für eine Zukunft, in der Kunden nicht mehr nur über Website und App interagieren, sondern per Bot, Sprache oder Device. Steven erzählt dabei sehr reflektiert von der Realität im Konzern – zwischen Legacy-IT, regulatorischen Anforderungen und der ständigen Abwägung zwischen „Build“ und „Buy“. Das alles macht diese Folge zu einem intensiven Deep Dive in eine der spannendsten Data-Reisen, die gerade in Deutschland passieren. MY DATA IS BETTER THAN YOURS ist ein Projekt von BETTER THAN YOURS, der Marke für richtig gute Podcasts. Zum LinkedIn-Profil von Steven: https://www.linkedin.com/in/stevenburkhardt/ Zur Webseite von O2 Telefónica: https://www.telefonica.de/Zu allen wichtigen Links rund um Jonas und den Podcast: https://linktr.ee/jonas.rashedi 00:00 Intro & Kontext zur Folge 01:07 Warum diese Folge auf Michael aufbaut 02:31 Stevens Rolle bei O2 und Zusammenarbeit mit Michael 05:10 Aufbau der Teams und CDP-Initiativen 07:08 Attribution, Journey-Verständnis & Kanalverknüpfung 10:25 Bots, AI und die Vision für die Kundenschnittstelle 13:13 Umsetzung der CDP & Hürdenlauf durch Cookieless 16:18 Digitale Tools in Shops & Touchpoint-Verknüpfung 17:56 Next-Best-Action & kanalübergreifendes Lead Management 21:01 Herausforderungen mit Legacy-IT & Multicloud 24:49 Analyse von Service-Calls & Feedback mit AI 27:05 Digitalisierung, Process Mining & Datenarchitektur 30:29 Cloud, Security & Regulatorik im Konzern 32:58 Self-Service Reporting & Data Mesh Ansätze 35:52 Dashboards & Bots 39:55 Von SEO zu Bot-Optimierung 41:05 Private Datennutzung

In this episode, Greg Wilkes breaks down the five core systems every construction firm needs to scale smoothly from £1 million to £5 million — without the owner running on fumes. Drawing on the frameworks he installs in his own companies and those of his coaching clients, Greg shows how the right tech-plus-process combo turns day-to-day chaos into predictable profit.

In der neuen Podcastfolge spreche ich mit Bernd Schwieder, Geschäftsführer von Samasys und Leiter der Expertenkommission Marketing & Sales im Bundesverband der Vertriebsmanager, über wirksames Lead Management, echte Buyer Personas und warum „Lead. Learn. Love.“ mehr ist als ein hippes Buzzword. Wir diskutieren Insights vom Lead Management Summit, warum entwickelte Leads im Schnitt 47 % mehr kaufen – und weshalb KI im Vertrieb (noch) ein Randthema ist. Praxisnah, pointiert und mit Haltung

In dieser Folge spreche ich mit Daniel Hertneck, Geschäftsführer der Funntastic GmbH und zertifizierter Lead Management Consultant. Wir diskutieren, wie sich Vertrieb und Marketing durch Automatisierung und KI verändern, welche Rolle der Mensch im digitalisierten Verkaufsprozess weiterhin spielt und warum Lead Management nicht nur für große Unternehmen relevant ist. Außerdem werfen wir einen Blick auf aktuelle Trends wie Hyperpersonalisierung, Lead Scoring und Nurturing – und darauf, wohin die Reise im B2B-Vertrieb gehen könnte.

In this episode of Demand Gen Studio, we explored the complexities of lead management and the distinctions between prospecting and qualification.We covered both inbound and outbound marketing strategies, the roles of marketing and sales teams, and the significance of having a unified definition of leads. The discussion highlights the necessity for team alignment, effective success measurement, and strategies to enhance both efficiency and effectiveness in lead management processes.Hope you enjoy!00:00 Introduction to Lead Management04:36 Understanding Lead Qualification vs. Prospecting12:03 The Role of Marketing and Sales Teams18:07 Inbound vs. Outbound Efforts25:16 Measuring Success in Lead Management29:01 Improving Efficiency and Effectiveness36:43 Conclusion and Key Takeaways

In this special episode of Sales Pipeline Radio from the Forrester B2B Summit 2025 marketplace floor, Matt spoke with Lauren Daley, Director, Marketing Operations, and Jeremy Schwartz, Sr. Manager, Global Lead Management & Strategy at Palo Alto Networks. Don't miss an episode! Subscribe to Sales Pipeline Radio or tune in live Thursdays at 11:30 PT | 12:30 MT | 1:30 CT | 2:30 ET on LinkedIn (also available on demand). In just 20 fast-paced minutes, host Matt interviews the brightest minds in sales and marketing, delivering actionable advice, best practices, and insights for B2B sales and marketing professionals. Sales Pipeline Radio was recently recognized as one of the 25 Best Sales Management Podcasts and Top 60 Sales Podcasts—don't miss out! You can subscribe right at Sales Pipeline Radio and/or listen to full recordings of past shows everywhere you listen to podcasts! You can even ask Siri, Alexa and Google or search on Audible!

In this conversation, Sean and Catherine reconnect after some time apart, sharing personal updates including health concerns and vacation experiences. They delve into the current economic climate, discussing the noticeable slowdown in inquiries and leads in their industry, attributing it to uncertainty surrounding tariffs and the stock market. Their light-hearted banter is interspersed with deeper reflections on the implications of these trends for their business and the broader economy. In this conversation, Sean and Catherine discuss the challenges of managing an influx of leads in their construction business, the impact of slow inquiries on their operations, and the importance of embracing the natural cycles of business. They reflect on the need for mindfulness and strategic adjustments during slower periods, emphasizing the value of evaluating processes and maintaining a healthy outlook amidst uncertainty. In this engaging conversation, Catherine and Sean explore various topics ranging from construction tools to environmental issues and business insights. They discuss the roof snake tool, the alarming size of the Great Pacific Garbage Patch, and the Bechtel Corporation's significant role in the construction industry. The duo also delves into the realities of trash generation, landfill management, and the importance of stress management in business during uncertain times. Their light-hearted banter and insightful reflections make for an entertaining and informative discussion.

Most builders know they need systems, but why do so many struggle to implement them? In this episode of The ToolShed Podcast, I sit down with James Hickey of JHC Consulting to uncover the biggest roadblocks that keep builders stuck—and the proven strategies to fix them. If you're overwhelmed with admin, struggling with cash flow, or feel like your business is running you instead of the other way around, this episode is for you. What You'll Learn: ✔ Why builders resist systemizing their business ✔ The three key pillars of a successful construction company ✔ How WorkflowMax improves job profitability and financial control ✔ The biggest cash flow mistake builders make ✔ How to balance automation with human relationships Why JHC Consulting Recommends WorkflowMax ✔ Full job lifecycle tracking (Leads → Quotes → POs → Invoicing → Xero Sync) ✔ Eliminates cash flow blind spots and reduces admin overload ✔ Affordable, scalable, and integrates with leading BI and payment tools ✔ API integrations with EzzyBills, RDI, and AirWallex for financial efficiency Exclusive Offer for ToolShed Listeners

Text Kristen your thoughts or feedback about the showEver feel like your DMs, inbox, and texts are bursting at the seams with client leads—and you have zero idea where anything is?

Erlebnisse schaffen, Netzwerke stärken und digitale Innovationen greifbar machen – Vodafone Business setzt auf die OMR als Plattform für Branding, Partnerschaften und Leadgenerierung. Martin Grabowski, Director Enterprise Marketing and Products Vodafone Business, gibt einen spannenden Einblick in die Strategie hinter Vodafones großem Auftritt. In dieser Episode erfährst du: - Wie Business-Event effektiv in eine End-to-End B2B Marketingstrategie integriert werden könnte - Wie Vodafone mit datengetriebenem Marketing und smartem Lead-Management das OMR Festival messbar macht. - Welche Learnings aus den letzten Jahren in den diesjährigen Auftritt eingeflossen sind. - Wie Technologie – von Cloud bis KI – Events in Zukunft verändern könnte. - Warum es sich lohnt, „big zu denken“, wenn man als Marke sichtbar sein will.

This week, our host Brandi Starr is joined by Mehak Chowdhary, a dynamic leader in marketing, growth, and brand strategy. With 15 years of experience under her belt, Mehak has successfully scaled businesses across diverse sectors like sports, climate tech, SaaS, and E-commerce, working internationally from Europe to Asia.  In this episode of Revenue Rehab, Brandi and Mehak dive deep into the transformative journey of turning a chaotic lead process into a high-converting, automated pipeline. They explore the intricacies of Mehak's "route to qualified lead" framework, which originated from a landscape of mismanaged lead flow and evolved into a streamlined system of efficiency and precision.  Join the discussion as they explore what it takes to transform a dysfunctional pipeline, why ICPs should be more than a static list, and how the right alignment between sales and marketing can speed up change. If you're tired of sorting through unqualified leads and want a pipeline that delivers real results, this episode is for you!  Episode Type: Case Study  Revenue leaders who've been in the trenches share how they tackled real challenges—what worked, what didn't, and what you can apply to your own strategy. These episodes go beyond theory, breaking down real-world implementation stories with concrete examples, step-by-step insights, and measurable outcomes.  Bullet Points of Key Topics + Chapter Markers:  Topic #1 Breaking Down the CRM Transformation [07:02] Mehak Chowdhary delves into the problem of visibility of who's where in an actual funnel. She recalls receiving an Excel sheet when she asked for data, highlighting the chaos and inefficiency. Mehak refers to this as the "copy paste monster," emphasizing the lack of data traceability and qualification. This moment is pivotal in transforming the process into a structured CRM framework.  Topic #2 Evolving the Ideal Customer Profile [09:34] Mehak Chowdhary shares the importance of starting with the basics and evolving the ICP over time. She explains, "first up was that, if, is there a way to take this ICP and put it into the CRM system in a way that you're able to understand who they are," highlighting a step-by-step enhancement of understanding customer behavior. Brandi Starr affirms this by acknowledging the gradual ticking away at the ICP to gain a clear understanding of customer data.  Topic #3 Navigating Sales and Marketing Alignment [29:48] Reflecting on overcoming challenges, Mehak Chowdhary highlights, "the fact that the teams could align and work together, the point that you were alluding to, that sales and marketing come together, that's really a game changer for companies if done well." This alignment is crucial for seamless operation, demonstrating how bridging departmental divides was a decisive factor in their success.  What's One Thing They Would Do Differently   Mehak's ‘One Thing' is to invest in implementing CRM and automation right from the start. "Please invest the time and the money in a CRM and some good people. If you could think in terms of technology, you'll also build a lot of clarity and question yourself on how the whole process is going." This involves thinking strategically about your customer profiles and translating them into actionable data within your CRM system, allowing for the creation of well-planned systems and continuous optimization in your revenue processes.  Buzzword Banishment  Buzzword Banishment: Mehak's Buzzword to Banish is the phrase 'secret sauce.' Mehak dislikes this term because she feels it suggests there is some sort of proprietary magic formula behind success, which undermines the hard work marketers put into learning about the industry and optimizing the marketing funnel. It implies that success comes from a mysterious trick rather than well-planned systems and continuous optimization.  Links:  LinkedIn: https://www.linkedin.com/in/mehakchowdhary/   Subscribe, listen, and rate/review Revenue Rehab Podcast on Apple Podcasts, Spotify, Google Podcasts , Amazon Music, or iHeart Radio and find more episodes on our website RevenueRehab.live  

-27 Years in Real Estate-Broker/Owner of Hafner Real Estate in Murfreesboro, TN-Have personally owned 200-plus homes-Have done just about everything in residential real estate, buyers, sellers, distressed property, flipping, coaching, consulting, etc.-Played a key role in launching and building three different independent brokerages in Middle Tennessee. [PARTNER WITH US] Get instant 1-on-1 access to over 26 of the top agents in the country to help scale your business.

Send us a textIn this episode of DealerChat, hosts Chops and Joe sit down with special guest Sheik Hassan to dive deep into the evolving car sales market. From the impact of COVID-19 and rising aggregators to dealership challenges and the future of automotive marketing, this conversation is packed with insights.

In this episode, Phil is joined by fellow podcast host, Jimi Ryan. Phil and Jimi's conversation highlights the strategic use of social media as a powerful tool for engagement, brand awareness, and customer relationship management. Jimi's experience in different parts of the mortgage world brings great insight and strategies to make building one's database smooth and simple. Don't miss this episode filled with tactics and strategies to better your business! Jimi Ryan is the Chief Creative Officer at Shape Software, where he leads innovative design and creative strategies to drive the company's vision forward. Jimi is also the host of the popular podcast Get It Done, where he shares insights on productivity, leadership, and creative success, inspiring listeners to take action and achieve their goals. 00:20 Meet Jimi 01:25 A Lot of Effort, But Not a Waste 04:15 How Much is Attention Worth? 06:40 Leads Come From Conversations 08:00 Balance Trust and Attention 10:30 Social Media is Necessary 14:00 Be Relevant Enough So People Answer 16:50 41 ½ Second Sale Strategy 21:05 Winning with Shape  25:40 Lead Management vs. CRM 26:30 Prioritize Your List 28:00 Did All the Work, Now What? 31:00 The Three E's 33:25 Own Your Database Connect with Jimi: Facebook | Instagram | Linkedin LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696

"Proper qualification on the phone saves clinical time and resources.” Explore new horizons in chiropractic office lead management in this enlightening episode. Jenn Troy of The Troy Method shares her insights on creating an effective and efficient lead response and management system, underlining the importance of rapid response, follow-up persistency, and staff incentivization based on show rates. Interested to know more about Jenn and her innovative approach? Check out her website - https://thetroymethod.com/course or connect with her on social media @thetroymethod. Welcome to the Clinic Growth Secrets Podcast where we give an insider's look into what the top 1% of clinic owners are doing differently to get more patients, make more profit per patient, and keep them longer. Inside you will find actionable tips, tricks, and strategies that you can implement into your personal clinic to create massive growth that allows you to help as many people as possible. Made with a lot of hustle and a boat load of heart. Hosted by Jeff Van Kampen. If you found this content valuable, we hope you leave us a 5-star review, and if you want more content like this head over to our free Facebook community or check us out at https://www.accelerateyourclinicgrowth.com/bookacallpodcast Follow Jeff Van Kampen's Socials: LinkedIn | Instagram | Facebook | CGA

From being one of the first four real estate agents of a new real estate company to serving as Chief Operating Officer of a +1,000-member organization, Lauren Bowen has experienced, learned, and achieved more than most in the industry over the past decade … all with boldness and kindness.We opened 2024 with Lauren as our first guest. Now we're opening 2025 with her return!Last year she shared the path from 1 to 16 different lead sources. This year she shares how they vet, distribute, and increase conversion on 24 different lead sources!Among the MANY helpful things she openly shares with you in this conversation: how they discovered that 56% of leads closed with the second Robert Slack agent they talked to - and what they did about it. We recorded this conversation in person at Unlock 2024 at The Cosmopolitan of Las Vegas.Listen to this episode with Lauren Bowen for insights into:- The obvious and non-obvious benefits of grace- The growth of Robert Slack from one office and four agents to more than 800 agents in multiple offices in five states- The agent count to start investing in agent onboarding and training- How they built their corporate staff of 20 people to support about 1,000 team members, including role and recruiting tips- What it takes to run the organization as a family- Why teams shouldn't get above 50 agents (35 is the recommended limit)- Lessons learned from managing 24 lead sources, including putting agents on two lead sources max (down from five or six)- Three things they did to double lead conversion on some of their sources- The three roles that fulfill her vision of “making agents' lives easier”- Specific ways they task their ISA team, including an automation to help ISAs “revive the leads”- Insights into tracking lead conversion by source, reviewing your lead sources monthly, balancing lead quality and quantity, and vetting new lead sources- A bittersweet change since her appearance on Episode 11 to open 2024At the end, Lauren talks baseball, building over buying, and being bouyant. She also shares tips for balancing your commitments to real estate conferences.16 Lead Sources for 800 Agents with Lauren Bowen | Ep 011- https://www.realestateteamos.com/episode/lauren-bowen-robert-slack-coo-lead-sources-team-leadersLauren Bowen:- https://www.instagram.com/lauren_bowen_robertslackllc/- https://www.tiktok.com/@lbowen_robertslack- https://www.instagram.com/robertslackllc/- https://www.tiktok.com/@robertslackrealestate- https://robertslack.com- lauren (dot) bowen (at) robertslack (dot) comReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Welcome to the Hey Docs! Podcast with your host Jill Allen.Today, we're discussing the vital role lead management plays in the success of orthodontic practices. We're joined by the founder of LeadSigma, Scott Hansen, to help us break it all down. From speeding up lead follow-up to leveraging AI and automation, we'll cover what practices can do to streamline the new patient process while keeping a personal touch. Get ready for some actionable insights on how to effectively convert leads into patients and stay ahead in this ever-evolving industry!Let's get started!SummaryIn this engaging conversation, Scott Hansen shares insights on lead management in orthodontics, emphasizing the importance of speed, frequency, and consistency in converting leads into patients. He discusses the evolution of Lead Sigma, the role of automation and AI in enhancing patient experiences, and offers practical advice for practices to improve their lead follow-up strategies. The conversation also touches on overcoming resistance to new technologies and the future of AI in the industry.https://leadsigma.com/https://www.instagram.com/leadsigma/https://twitter.com/LeadSigmahttps://www.facebook.com/leadsigma/https://www.linkedin.com/in/scott-hansen-4393a417/TakeawaysScott grew up in an orthodontic practice and managed it successfully.Lead Sigma was created to help practices manage leads effectively.Speed, frequency, and consistency are crucial for lead conversion.Practices should follow up with leads multiple times for better results.AI can enhance patient experiences without replacing human interaction.Automation can streamline the lead management process significantly.Practices need to prioritize lead follow-up to maximize ROI.Understanding the cost of lead generation is essential for practices.AI tools can help practices manage missed calls and appointments.Continuous improvement in lead management can drive practice growth.Chapters00:00 Introduction to Scott Hansen and Lead Sigma02:57 The Evolution of Lead Management in Orthodontics06:03 Importance of Speed, Frequency, and Consistency in Lead Conversion09:06 Strategies for Effective Lead Follow-Up12:02 The Role of Automation and AI in Patient Management15:12 Overcoming Resistance to New Technologies in Practices17:51 The Future of AI in Enhancing Patient Experience21:02 Advice for Practices to Stay Ahead of the Curve24:07 Speed Round with Scott HansenConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

In this episode, we dive into the power of streamlined processes and smart automation with Jamie Gruel, co-founder of Workflows for Tax Pros, an innovative platform born out of the need for reliable, efficient systems tailored to the unique demands of tax professionals. We get into why having solid workflows isn't just a luxury but a necessity for any thriving practice—and how these systems can transform the client experience while freeing up precious time.We talk about the impact of automation on efficiency, and Jamie walks us through the key elements of creating client-focused workflows that prioritize quality service without sacrificing time. From onboarding to lead management, Jamie explains how effective workflows can enhance every step of the client journey. One highlight? Automated lead management, which ensures that no prospective client falls through the cracks. She also shares top tips for implementing these workflows, and reveals best practices that help tax pros hit the ground running and adapt seamlessly to this new level of efficiency.What you'll hear in this episode:[1:00] Meet Jamie Gruel: Co-Founder of Workflows for Tax Pros[2:55] The Birth of Workflows for Tax Pros[6:45] The Importance of Systems[7:40] Automation and Efficiency[9:25] Client-Focused Workflows[10:45] Implementing Effective Workflows[18:10] Onboarding and Lead Management[19:35] Automated Lead Management[26:40] Implementation Tips and Best PracticesCheck out the Automations and Workflows Facebook Group https://www.facebook.com/groups/taxprosautomationsandworkflows/Connect with Jamie https://linkedin.com/injamiegroul/Connect with Kelly https://www.linkedin.com/in/kellyrohrs/Connect with Bilal https://www.linkedin.com/in/bmehanna/

Timestamps:00:00 Introduction to Unbundled Attorney Mastermind Podcast01:07 Guest Introduction: Wade Goertz of Goertz Law03:58 Scaling Legal Services Across Texas06:15 Virtual Legal Services: Benefits and Challenges09:49 Effective Client Engagement and Lead Management18:15 Tools and Techniques for Virtual Practice27:39 Pricing Strategies and Client Onboarding40:01 Expanding Practice to Other States42:16 Challenges of In-Person Meetings in New York43:21 Structuring Attorney Relationships44:27 Cost Differences Between Texas and New York44:49 Open Q&A Session Begins45:59 Scaling and Expanding Practices48:10 Hiring and Managing Attorneys50:18 Client Consultations and Payment Plans54:33 Building a Multi-Jurisdictional Practice01:05:44 Final Thoughts and Encouragement01:16:45 Upcoming Events and Closing RemarksIf you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback! For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

Wie aus Leads Kunden werden: Die beiden "No leads, no fun"-Hosts Martin Bredl und Patrick Burmeier sprechen in dieser Folge über den Lead-Management-Prozess und wie gerade kleine B2B-Marketing-Teams es zusammen mit dem Vertrieb schaffen, auch aus wenigen Leads viele Kunden zu machen.In dieser Folge geht es um:→ Lead Management als wiederholbarer Prozess→ Lead-Qualifizierung: Was ist ein guter Lead?→ Lead Nurturing: Wie müssen Leads betreut werden?→ Lead Scoring: Wie messen wir das "Engagement" von Leads?→ Lead-Übergabe an und Abschluss durch den Vertrieb→ Unterstützung des Vertriebs mit Sales Enablement Contentund einiges mehr.Jetzt das "They-Ask-You-Answer"-Buch gewinnen: Bewerten Sie unseren Podcast auf Apple oder Spotify und schicken Sie einen Screenshot der Bewertung mit Betreff "Review Podcast" an martin.bredl@takeoffpr.com. Mit etwas Glück landet Marcus Sheridans Buch bald in Ihrem Postkasten.Mehr zu takeoff: https://www.takeoffpr.com/

What are the most important things I can do in my CRM to keep leads from slipping through the cracks, without getting overwhelmed?! That's what we're showing you today. Join us as to learn how to put Carrot CRM's most innovative & easy-to-use feature into practice, so you can close more deals from the leads in your pipeline!Carrot.com/CRM to get free access and get 15% off the Essentials plan for a limited time! ***Join us live, Thursdays at 11 AM Pacific for the Evergreen Marketing Live Q&A: https://www.facebook.com/groups/officialcarrotcommunity/***Need to grow as a leader? Check out Trevor's podcast: https://link.chtbl.com/EFF***Learn more at Carrot.com/shows - Carrot, a 5x Inc 5000 company, with millions of motivated leads generated over 10+ years.

 Episode Breakdown00:00 Introduction to Unbundled Attorney Mastermind Podcast00:32 Fireside Chat: Integrating MyCase with Unbundled Attorney01:44 Exploring MyCase Features with Lindsay Bushong04:57 Showcasing the Integration: Real-Time Lead Management05:26 Demonstration: Setting Up MyCase Integration08:30 Managing Leads and Automations in MyCase15:01 Utilizing MyCase for Client Communication20:13 Transitioning Leads to Cases in MyCase32:38 Handling Credit Card Fees34:43 Setting Up Payment Plans36:59 Subscription Billing Explained39:36 Syncing with LawPay42:05 Document Automation Features46:21 Using Intake Forms52:46 Workflow Automation 57:25 Q&A and Final ThoughtsIf you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

In this episode of the Dealership Fixit Podcast, Jacob delves into the essentials of online lead management for motorcycle and power sports dealerships. With leads being the lifeblood of a successful dealership, Jacob discusses how to categorize, qualify, and prioritize leads effectively. From leveraging CRM systems to responding with speed and precision, this episode is packed with actionable strategies to help dealerships optimize their lead funnel and drive more sales. Subscribe Spotify: ⁠https://spoti.fi/3N9lzfg⁠  Subscribe Apple Podcast: ⁠https://apple.co/43FoanX⁠  Subscribe YouTube: ⁠https://youtube.com/@dealershipfixit⁠  Follow Our Host Jacob: LinkedIn: ⁠https://linkedin.com/in/jacob-b-berry⁠  Website: ⁠https://www.internetsalescoaching.com/⁠  Follow the Fixit: LinkedIn: ⁠https://www.linkedin.com/company/dealershipfixit/posts⁠  Twitter: ⁠https://twitter.com/DealershipFixit⁠  TikTok: ⁠https://tiktok.com/@dealershipfixit⁠  Facebook: ⁠https://facebook.com/dealershipfixit⁠  Instagram: ⁠https://instagram.com/dealership_fixit⁠  Online: ⁠https://linktr.ee/dealershipfixit⁠ Sponsor: ⁠https://dealers.motohunt.com/⁠ --- Support this podcast: https://podcasters.spotify.com/pod/show/dealershipfixit/support

When you grow your audience to build your business, you need to manage your leads. It isn't enough to get people to subscribe to your podcast. You need to get them to your email list. GROW YOUR SHOW BY GROWING YOUR LIST When I was first starting out, I hired Cindy as my coach. She was helping me build the infrastructure that would help me grow my business. Cindy is a visibility coach. She helps people get noticed. Just what I needed to grow my audience and business. One day on a call, Cindy suggested I participate in a giveaway to grow my email list. A giveaway is a marketing tactic where a group of experts join together to help each other grow. One expert is the host of the giveaway. This person builds the back end and manages the giveaway. A number of other experts each contribute a free gift. They all then promote the giveaway to their lists. The email recipients opt in for the giveaway, which grows the list of the giveaway host. Then the email recipients decide which gifts they would like, and they opt in for those gifts. This grows the list of the contributor. The better the gift, the better chance an expert has to grow their list. YOUR LIST OR YOUR PODCAST But I wanted to grow my podcast audience, not my list. On the call that day, I told Cindy the same thing. She told me growing the list would grow the audience. Each time you release a new episode, you can email your list and remind them to listen. That was the day I understood the power of the process. If you invite people to your podcast when you are on stage, they may come listen to your show. If they don't come back or subscribe, you have no way to contact them again. But if you invite them to your email list with your lead magnet when you are on stage, you have their name and email address until they unsubscribe. Now you can reach them each time you release a new episode. When I started building my email list, my podcast audience started to grow. Soon, I started to realize I needed to organize the contacts on my email list. That's where a powerful CRM tool comes into play. MANAGE YOUR LEADS ON YOUR LIST There are a variety of CRM tools, or customer relation management tools, available to manage your list. These tools help you manage your interactions with customers, build customer relationships, and grow your business. Many people are surprised when I suggest people on stage don't send people to the podcast. Instead, send them to your email list. When you get people on your email list, you need to keep them organized and manage your leads. This allows you to send relevant information to each segment of your audience while reminding the entire list to listen to the podcast. So, how do you choose a CRM to manage your leads? MANAGE YOUR LEADS WITH RAMESH DEWANGAN I've invited Ramesh Dewangan to join us and help us develop a plan. Ramesh is the Founder and CEO of Quantum Vision Consulting. He brings over 30 years of global experience in software development, product management, and marketing to help entrepreneurs and small businesses achieve rapid growth by implementing innovative business practices and systems. Ramesh specializes in business growth through automated marketing and sales using CRM and mobile applications. Download Ramesh's free eBook "Driving Business Growth: Discover how CRM accelerates business success" at

Ready to grow your clientele & revenue? Download "The 20 Client Generators" PDF now and get instant access to strategies that will fill your calendar with potential clients. No complicated tech, no lengthy processes—just real strategies that work. https://info.patrigsby.com/20-client-generators   Do you want to stop chasing leads and start attracting them instead?   Get Instant Access To The Weekly Client Machine For Just $5.00!   https://patrigsby.com/weeklyclientmachine   Get Your FREE Copy of Pat's Fitness Entrepreneur Handbook!   https://patrigsby.com/feh   ----- Lessons from Mark Fisher: Building a Unique Fitness Brand and Sustainable Business In this episode of the Fitness Business School, Pat talks with Mark Fisher, founder of Mark Fisher Fitness and Business for Unicorns. Mark shares his journey from feeling insecure about his physique to becoming an obsessed strength trainer, and eventually, a respected fitness business owner. He discusses the founding of Mark Fisher Fitness, the importance of building a unique brand identity, and how he navigated the challenges of expanding to a second location. Mark also delves into his work with Business for Unicorns, helping other gym owners create more income, impact, and freedom. The conversation ends with a discussion on balancing professional ambitions with personal life, especially after becoming a parent.   00:00 Introduction and Guest Introduction 00:45 Mark Fisher's Journey into Fitness 03:34 The Birth of Mark Fisher Fitness 08:17 Challenges and Growth of MFF 17:18 Expansion and Lessons Learned 21:57 Navigating the Pandemic 24:45 Reflections on Business and Luck 27:01 Understanding Market Dynamics for Gym Owners 27:44 Franchising Decisions and Fitness Industry Insights 28:29 Marketing Strategies and Lead Management 31:00 Challenges and Adaptations in Gym Operations 35:14 Coaching Gym Owners for Success 45:36 Balancing Business and Personal Life 49:42 Conclusion and Final Thoughts

Kevin and Jen from T1 CrossFit share how they nearly doubled their membership by focusing on community, switching to free onboarding, and managing leads effectively. They discuss the challenges of balancing full-time jobs with gym ownership and the impact of being present in the gym. Their story highlights the power of small shifts and calculated risks in building a thriving CrossFit affiliate. -- FREE TOOLS and resources for CrossFit Affiliate Owners and Coaches. https://www.besthouroftheirday.com/affiliate-tools -- Unlock the Power of Your Fitness Business with PushPress https://www.pushpress.com/ -- 00:00 – Intro 02:02 – Meet Kevin & Jen from CrossFit T1 04:00 – Transitioning into Gym Ownership: The Challenges 09:57 – The Importance of Being Present in Your Gym 12:17 – Kevin's Big Decision: Leaving His Job for the Gym 15:38 – Lead Management & Immediate Follow-Up Success 18:10 – The Shift from Paid to Free Onboarding 21:00 – How Ambassadors Shape the T1 CrossFit Culture 24:12 – Coaches as Athletes: Building a Strong Coaching Unit 28:35 – The Compounding Effect of Working on the Right Things 34:01 – The Emotional Journey: Balancing Risk and Reward 37:00 – The Key to Growth: Focusing on Impact and Retention --- Support this podcast: https://podcasters.spotify.com/pod/show/besthouroftheirday/support

Are your team members missing out on sales opportunities? Do you know their conversion ratios and how to help them close more treatments and procedures? Do you have a system in place to track your team's performance and coach them to success? If not, it might be time to consider a lead management tool!Tune in to this episode of Shorr Solutions: The Podcast, where our host and practice management expert, Jay Shorr, teams up with our Director of Client Development, Ana Suarez, and Client Success Manager, Cristian Devoz, to discuss how to effectively utilize a lead management tool. You'll discover why having a lead management tool is essential, what features to look for, best practices for using it, how to avoid common mistakes, and much more!Schedule your free 30-minute consult with our expert, Jay Shorr, here. To sign up for our Conversion Cascade online course, click here. Don't forget to enter code PODCAST at checkout for 20% OFF!   Connect with us: Website: https://shorrsolutions.com/ Instagram: https://www.instagram.com/shorrsolutions Facebook: https://www.facebook.com/shorrsolutions LinkedIn: https://www.linkedin.com/company/shorrsolutions YouTube: https://www.youtube.com/user/TheBestMBS1/featured 

Erik spricht mit heute mit Maximilian Wühr von FINN über den Markt der Auto Abos. Es geht nicht nur um B2B und B2C, sondern auch um B2B2C - in einer Produktkategorie in einem vermeintlich bereits gesättigten Markt. Wie gewinnt man Marktanteile in so einer herausfordernden Branche und gestaltet ein effektives Lead Management? Max nennt dazu auch konkrete Zahlen wie kanalspezifische Akquisitionskosten, Customer Lifetime u.v.m. Gewinnt spannende Einblicke zu folgenden Aspekten: - Was sind die Besonderheiten eures Geschäftsmodells? - Wie ist euer Wettbewerb geclustert und wie hebt ihr euch davon ab? - Wie sieht euer Playbook für die weitere Marktentwicklung aus? - Wie habt ihr euer Lead Management aufgebaut? - Was sind deine wichtigsten Themen für die nächsten 12 Monate? Maximilian Wühr ist CEO und Mitgründer des Münchner Mobilitätsunternehmens FINN. Er gründete FINN zusammen mit seinen Mitgründern im Jahr 2019, um das Erlebnis des Autobesitzes zu vereinfachen, und baute es zur führenden unabhängigen Auto Abo-Plattform in Deutschland aus. Davor arbeitete er bei mehreren Startups und Investmentgesellschaften, darunter Kaia Health und Picus Capital. Angesprochene Buchempfehlung Matt Mochery: The Great CEO within (auch kostenlos online als Google Docs abrufbar)

The next episode of the Auto Remarketing Podcast originating from this year's Canada's Used Car Week in Toronto features a keynote presentation titled, “Inventory Management Needs To Be Lead Management.” Lotpop CEO and owner Jasen Rice offered recommendations based on his industry experience going back to 1997 for how dealers can take new approaches with fresh leads and aged inventory.

Dmytro Kudrenko is the founder and CEO of Stripo, a bootstrapped startup that reached $3.7 million in annual revenue. Dmytro has over 25 years of experience in the software development world, with 15 specifically in email marketing. He is an expert in email marketing automation and a licensed specialist in Lead Management and Email Messaging according to Meclabs.Join us for an exciting conversation with Dmytro Kudrenko as he shares his insights on the importance of email design for more conversions, how AI can be used for sequencing, hooks, and copy to save you thousands of hours, and the power of data-driven email marketing.Takeaways:Automate routine tasks for strategic work.Use relevant prompts for better AI results.Control AI content to ensure accuracy.Connect with Dmytro KudrenkoLinkedIn | TwitterWebsite: https://www.stripo.email/Timestamps:00:00 Simplify email creation with Stripe integration.05:24 Elementor plugin simplifies cross-browser email compatibility.08:54 "Using email to achieve specific conversion goals."11:35 AI can improve life, generate content blocks.15:29 Maximizing power of automated email campaigns.18:32 Imploring focus on automation over AI for emails.21:30 Creating diverse prompts to assist with writing.24:39 Over 100 integrations for easy email management._____________________________________________Launch and Automate your Podcast:

Stop the chaos! Why is it that every marketing automation platform we audit, whether it's Marketo, Hubspot, or Pardot, has every automation firing at once? Why is it that the order of operations is never factored in, so there are sync issues, routing issues, and super slow speed to lead? Well, it's because few people realize that you need to architect Marketo, Hubspot, or Pardot in a particular way. Xander will explain all in this episode.If you want to hear more from us:Subscribe to us on Youtube https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8wSubscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletterFollow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/

This is an exclusive episode, taken from my eLearning program (link below). In it, I share a few miscellaneous learnings around monetization timing, failing fast, lead handling, outbound prospecting, exponential thinking, and getting behind mega-trends before they pop.===============

Most successful businesses have a defined sales process. One that identifies the best prospects, converts them into leads and then nurtures those leads with emails into customers. Most private clubs are missing this process. If your club has enjoyed a waitlist, this isn't a big deal, but what happens when the well runs dry? In this episode we're talking about lead management with Kevin Page, Managing Director at StoryTeller and lead HubSpot strategist and lead management expert. We'll dive into managing new prospective member leads, increasing efficiency and helping clubs avoid reactive membership recruitment. Key Moments 1:36 - Ed and Kevin discuss typical prospective member intake processes at most clubs. 5:04 - Ed explains the need to help Membership Directors operate more efficiently. 7:00 - Automating the inquiry process for prospective members doesn't have to be "robotic", Ed and Kevin discuss the advantages and consderations of automation. 9:36 - Responding in a timely manner to a prospective member's inquiry is important and email communication that is tailored for that inquiry can add customization while also utilize automation to make it more efficient and reliable. 10:46 - Kevin explains you can still communicate a level of exclusivity with automated email responses. 12:24 - Kevin explains the importance of sending membership information as part of an automated reply to a website form inquiry. Many clubs already send a "template" response which is not as efficient. 15:01 - Membership directors can get valuable time returned to them by having a process that leverages email automation. Membership Directors will spend less time on unqualified leads and more time with qualified prospects. 19:50 - Ed and Kevin discuss the importance of staying in touch with prospective members who are not ready to join this year, but possibly in the future. 21:08 - Kevin recaps the valuable engagement analytics gained from tracking emails sent and opened. 23:02 - Marketing automation can help clubs beyond new member acquisition. Clubs that host outside catering events can leverage similar technology and CRM platforms to manage leads and forecast new business. 25:57 - Ed and Kevin talk about tracking online activity of prospects and how it can help your membership and catering teams prioritize the most qualified prospects. A high performing CRM will also help your team provide accurate forecasts to report back to committee chairs and the board. 31:04 - Kevin talks about the importance of tracking tasks in a CRM so Membership Directors can stay on top of the many responsibilities they juggle. Podcast Transcript Ed Heil: You are listening to Crushing Club Marketing, a podcast for progressive club leaders ready to increase their club's revenue. Time for change begins right now. Most successful businesses have a defined sales process, one that identifies the best prospects, converts them into leads, and then nurtures those leads with emails into customers. Most private clubs are missing this process. When your club has a waitlist this isn't a big deal, but what happens when the well runs dry? Today we're talking about lead management with Kevin Page, StoryTeller's lead HubSpot strategist and lead management expert. Hey, Kevin Page in the house. How's it going, Kev?   Kevin Page: [00:00:48] I'm great. How are you, Ed?  Ed Heil: [00:00:49] Awesome. Well, thanks for joining us today. And, I know that our audience is, is interested in this topic because, you know, as you know, working with many of our clients and in clubs that, the actual like, how would you say the actual, like, member application and intake process for that is, is not always the same at every club. And, it can differ from club to club, but in general, it's a pretty outdated process. Like in your work in, in the clubs you've worked. What sort of the typical process when someone expresses an interest or goes to a website to learn more about about a club.  Kevin Page: [00:01:36] Yeah. Good question. Often times, you know, these, clubs will have some type of form on the website, whether that be, contact us form, request a tour, download our membership pricing, something along those lines. And that will send a notification to the membership director that membership director, you know, typically is doing one of two things right there, either reaching out and sending, you know, some type of personalized email, to try to nurture that relationship and get to know the person a little bit better, or oftentimes, they're just sending over whatever information that that particular person is asking for. And, you know, crossing their fingers and hoping that an application comes in soon after.  Ed Heil: [00:02:22] Right. And so, I mean, I'm in truth, I think that we see a lot as well is that there isn't a, you know, there there might be some sort of like download, get our membership guide or something like that. But in so many cases, especially the more, gosh, what would you say? Maybe the more conservative clubs are just like, hey, request a tour, get more information or something like that. And while, you know, I think that it's not like it's not that that doesn't work, right. I mean, it's not like there isn't you're not getting that information, but they're missing allowed, missing out quite a bit if all they're doing is responding. Just. What, like a notification? That's what a lot of people get using club software today is they'll get a notification in their inbox, their email saying, hey, Kevin Page, apply to be a member today. Right. So. They're missing out a lot of stuff, aren't they? I mean, as far as what they could glean from that person.  Kevin Page: [00:03:26] Yeah. Well, what what we oftentimes find when we're working with, with new clubs or consulting with new clubs is there's not much else after that initial outreach. So that initial outreach, many of these membership directors and clubs are, you know, really great at and being on the ball with, hey, those notifications come in. I want to strike while the iron is hot and get out to this person and see if you know they're truly qualified and interested in in joining the club. Others maybe want to either appear very exclusive or, you know, and actually are very exclusive and, and want to, kind of handle the, the sales process with that sort of, dynamic as well. So there's just. Yep. Here's the application process. You know, it's a bit colder. So, you know, either of those approaches. What typically happens is that after that initial approach, it's all right. They join or they don't. And if they don't join, there's very rarely a process in place for, you know, the ongoing nurturing of those people. And as we know, you know, joining a club and membership for most folks is a big decision and a decision that takes some time. You know, a lot of people submitting those forms or understanding or trying to reach out and understanding what membership pricing looks like may not be ready to make that decision within the next 14 days. 30 days, you know, even six months. So it is a bit of a process. But it's not always treated as that type of process, if that makes sense.  Ed Heil: [00:05:04] Oh, for sure. And it's, you know, again, that, not to go too far down how old school a lot of processes are, but they have something that's just not necessarily the most efficient process. And I think the one thing I just don't want to lose sight of, if you're listening to this and you happen to be a membership director, you're going, my gosh, are you kidding me? Like, I've got so much stuff I'm responsible for and frankly, with, you know, social media today and with so much digital communications, not to mention a lot of membership directors are responsible for the club newsletter and other things that they're pulled in a lot of different directions, and we get it. So one of the things that we hope that you're able to walk away from today, if you're listening, is, some ideas and ways you can make that process a little bit more efficient. Free up to do some more things and really focus on the the areas where you can really maybe drive the most success and not just for yourself, but for the club as well. So, Kev, let's talk a little bit about, the automation process. Because when you say automation to people in the private club space, it is almost like oil and water. So "oooh, automation doesn't sound like a personal touch," which is very much what historically clubs have wanted to provide that that level of intimacy, especially since they're joining, there, you know, that prospect might be joining their club. And yet automation can feel very, you know, very cold. So let's just talk about what let's start with maybe what does that look like? And when when we talk about automating the process of someone applying or filling out a form on the website so that the membership director doesn't have to handle each one, what does that look like?  Kevin Page: [00:07:00] Yeah. That's a great question. So, you know, I look at it in kind of two different parts. And the first part of it is really trying to optimize, the, the time of, you know, let's, let's say the membership director you just mentioned, the number of hats that they wear, the responsibilities that they have oftentimes to member retention and engagement as well as driving new members. And so through that automation, what what we're attempting to do is make sure that they're focusing their attention on the right people, the most qualified people. And so a lot of times, you know, the initial outreach is pretty similar prospect to prospect that comes in, but once there's a reply that happens, you know, or some type of actual connection, that's when automation might become a little bit more difficult, because now you've had that connection, and you want to move forward with that context. And so oftentimes what we do with automation is that initial introduction or outreach can be an automated process. And we have a software called HubSpot that we use to actually implement and and execute a lot of these automated actions. It appears that it's coming from your inbox. It looks like, you know, this membership director is is emailing me directly. We can add, what HubSpot calls personalization, where you can actually fill in people's first name or some other information that you might have about them. So it really does look like a personal touchpoint. [00:08:39] Ed Heil: [00:08:41] So let's I'll just say let's dive into that really quickly though, so we can talk about that, that initial engagement. So let's swap out, this automation process to what, you know, for what, membership directors might be doing today. So I am interested in joining the club. I'd go to the membership page and they say, you know, there's a form that says, hey, tell us about yourself. I feel that that, or if you're interested in membership, you know, fill out this form. Right. So I fill it out today, the membership director gets it, you know, and they she replies back to me with you in many cases with membership information, with pricing and everything. And that's done manually. That person actually stops the what does it look like in that automated world? I fill out the form. Then what happens using HubSpot that you mentioned?  Kevin Page: [00:09:36] Yeah. So oftentimes we'll have, you know, some type of or nice design, esthetic marketing email that would go immediately following the form submission. Thanks so much for doing that. We'll have a member of our team reach out. We've just learned over the years that that's just a really important confirmation and touch point to ensure that that information has been received and that we're working on it. What we don't try to do is send a personalized outreach email immediately following a form submission. Right. That looks very automated. We kind of want to create that artificial gap between that form submission and when someone might want to reach out. And clubs are different on that approach.  Ed Heil: [00:10:22] So you can actually set that time right. What you're saying so that it actually feels more natural, not like, hey, I just hit send on my form and next thing you know, in my inbox, I've got a hey, thanks for your interest. So again, what you're saying, I think, is depending on your club and how you feel about that stuff, you could make it, what, 24 hours? You can make it, two hours. You can make it 20 minutes. Is that right?  Kevin Page: [00:10:46] That's right. Yeah. And a lot of that is how maybe exclusive you want to appear or if you, you know, are on a wait list and want to kind of create this sense of, you know, we'll get to it when we can. We're really busy or yeah, we're on top of it. An our after that form submission comes in, there's an automated email going out that looks like it's coming from the membership directors, inbox or email.  Ed Heil: [00:11:12] So, the whole idea of being able to schedule, you know, how much time elapses between when someone submits that form and gets the email is, you know, can create that sense of where a lot of people feel a lot of, you know, membership directors that I speak with at least, are, you know, afraid that it's going to feel too needy. And like you said, you know, it can make it look like, you know, we're not in a big hurry here. We will get back to you on our time. The one thing that I do think is sort of important to think of is that a lot of times when we're filling out those forms, we expect to get that information fairly soon. I mean, that's just one of those things. I think that based on your club and how you handle things, you might want to look at it differently. But one of the other things I know you've you've seen a lot of success with Kevin in your work. Is also when that email goes out that thank you for submitting or for your interest in our club to then also provide whatever PDF for downloadable brochure or if you want to call it that, that you typically send to someone to include it with that email. Is that best practice, do you think?  Kevin Page: [00:12:24] Yes, I do, and it might be easiest to look at that as like a marketing email versus a sales email, if you will. In a marketing email, has that more designed email look might be from membership at your club.com or some type of inbox like that. And it's thanks so much for submitting the form. Here's what you're here's the information you requested. Our team will be in touch shortly. That goes right away following the form submission. And in some cases, depending on how your website might be formatted, when they click that submit form, they could actually be taken to a web page or given that link right there, in that experience as well. But either way, give them that information right away would would be a best practice. But then to have that personalized follow up, come from you soon after, is something that we've found a lot of success in as well. And again, that's, that's really up to you on the cadence. You're probably right now grabbing those form submissions, you know, or a lot of people and copying and pasting some type of message in there anyway. And this automation is just trying to remove that, unnecessary, tedious work from your process.  Ed Heil: [00:14:15] So once someone receives that information, and let's just keep in mind that there are there are a lot of variables, right? I mean, there are a lot of different, ways to set this up. There are a lot of different things you can include and include. So what we're saying is not like this is gospel. This isn't like there's only one way to do this. And the process is really totally customizable. But from that, if if I was the person who applies to the club, I get, I'm automatically sent that information. So now I've actually sort of optimized that time of the membership director that that they get it, they get a notification, right, that I have filled out that information. What happens next?  Kevin Page: [00:15:01] Yeah. So in in some cases it's, it may not even be important to send that notification to the membership director if you're automating that introductory outreach. Because what we typically try to do when we're consulting with clubs is to keep that membership director focused on people who are qualified and who may be, you know, truly interested in looking at membership. And they're getting a lot of inquiries. And these introductory emails that are being sent in an automated fashion can help to understand, okay, who's actually responding to those? And once they respond, that pops up in their inbox, just like any email would. Right. And then they pick up the conversation from there and the automation shuts off. But if that if that, visitor, that prospect doesn't reply to that message, well, then another message could go out in a few days. And another. Right to the point where you probably stop and store that person in your database to be later nurtured, but you kind of, have have work them through that introductory process. They didn't show interest. And now, you know, they're earmarked for something later down the road. Ed Heil: [00:16:14] So let's talk about that later down the road. So, if I'm just recapping what you're saying, what I'm hearing you say is that, is that the membership director might only get notified if that person reaches out again, and which really, to what you were saying earlier, helps that membership director focus on the most qualified leads. I mean, how many times, you know, we see this all the time where we've been in meetings actually with clients, and the membership director gets up and says, oh, I've got to excuse myself because I have a tour that I'm supposed to do. And then they come back five minutes later saying, oh, they are, they were qualified. And you think, wow, well, that was sort of a waste, you know, waste of time and energy and, and that sort of thing. But like what you're saying. So what happens next then? So this is where, you know, we talk about this in the lead in of the, of this episode, which is we all like lists and anyone that's doing what we do, we love to try to help a club get to a point where they have a waitlist. You love having waitlists, but what happens when it's gone? The one thing that we see quite a bit is that you've had people through the years reach out in in some cases, one of our clients I was we were talking about the other day is that's a stack of about 700 names. Like looseleaf, she, she prints out all of the the people who have applied no idea who they are. But now by people filling out the form, capturing their email addresses when they download information, you have a database that's built, that's built up, not just in the cloud. I mean, this is businesses have been I mean, you've seen this. I mean, you can shed more light on this and I can because you've worked so much with us. But database of names of people who have expressed interest, what can be done with that kind of information? I mean, within, you know, the confines of the this discussion.  Kevin Page: [00:18:10] Yeah. Yeah, absolutely. You know, I mean, oftentimes we know the sort of cyclical nature of, of clubs, and the seasonality. Right. And, and when you might be making a push, you know, especially around golf or around other activities that you may have or sports or things like that, to do some type of re-engagement campaign, typically an email campaign to an audience like that. All the people who have expressed interest in the past but didn't reply to your emails or didn't take, didn't click that button to request a tour, right? They stalled out in the process after requesting information, and that's where they're stuck still. And instead of having this daunting task of, well, I have these 700 names, I guess I could start just ripping emails off to all of them. You have that stored in a database, and you can do it in a matter of clicks to say, let me just piece together a couple emails and shoot it off to this audience again and see what bounces back. See if some of these people, reengage or show interest again or, you know, maybe do take action to request that to or and and reengage in the process.  Ed Heil: [00:19:22] And you had I mean I think this is kind of a just a quick but interesting story. Client of ours has a waitlist. And what they wanted to do is make sure that all the contacts that they also have just stay engaged. They sent an email out to those people saying, join our waitlist, which in full disclosure, I thought was a crazy idea, but it actually had some benefit. Kevin Page: [00:19:50] Yeah, yeah, they had some success with it. So this was about, fall in a, in a climate where winter, you know, outdoor winter golf is not a thing. And so the, the intention of the email was, yeah, join the waitlist. Now, if you're interested in playing golf next year. Right. Because if we get to spring and then you reach out, the waitlist is likely to be longer than it is now in October, November whenever we sent that email. Yeah. And there was some success there. So, just another, you know, creative thing that you can do when you have that database, and that list of names that you can easily, you know, the weather is nice outside in in March. Let's send an email to all the people who've downloaded the guide in the past year. Right. I mean, things like that can be done on a whim.  Ed Heil: [00:20:38] Right? Exactly. And then even scheduling over time and, you know, one of the things that we we also talked about and touched on is. This is when you can start determining the most qualified prospects. What are the different ways that using using a tool, and again, not to pitch HubSpot. We talk about it, but it is a tool that we work with quite a bit. What can you do within a tool like HubSpot to really try to identify the most qualified prospects? Kevin Page: [00:21:08] Yeah, there's a few things, you know, with, with the email, marketing that we've been talking about, who's opening the email, who's clicking the email, who's doing that multiple times? You know, there's people who open an email ten, 12, 20 times. And that's all data that you can see in HubSpot, and do things with take action on, in addition to email. You know, what HubSpot allows us to do is, track visitors on the website as well. You can see which of those prospects are coming back to the website, what pages they're viewing, what, buttons they're clicking, what videos they're watching, to, you know, understand how engaged they might be and sort of also warm up your outreach to that person so it doesn't feel as cold, but touchpoint, and HubSpot is to take it one step further, also allows you to actually attribute points to some of those actions so you can give prospects a score based on how, how qualified they're perceived to be based on some of those things. Email opens, web visits, and information about them, like what type of membership were they engaged in, is it a social member engagement or a, golf member? When what might they have been interested in things like that? Ed Heil: [00:22:27] And to take that even one step further. And not all clubs have catering services or weddings and events, that are open to the public or, you know, some clubs obviously don't prioritize that, but some do. And so by segmenting even. Right. So And maybe if you could just do a quick high level, like how a club might do that and what you've seen as far as being able to capture all those contacts, people who are interested in golf, social and then banquets. Kevin Page: [00:23:00] Yeah, many of the clubs that we work with, also have a, you know, a catering goal in mind or an event, and wedding goal and. Ed Heil: [00:23:10] Monday golf, one of those things. Right? I mean, it's. Yeah. Kevin Page: [00:23:12] Yep. Golf outings. Exactly. Right. So one of the first things that that we oftentimes do in consulting is to establish that segmentation right away. Right. Are you interested in membership or weddings events, something along those lines. Just so we have that to know when we're segmenting and pulling lists for, you know what, we should do an email campaign that promotes, you know, our the fact that we added new tees in our course. Well, you know, you have a list of people that that's probably not appropriate for. And those are all the people who have reached out to you looking for, you know, a wedding venue. Right. So it's really easy to be able to segment those folks when you use an automation tools such as HubSpot. But there's a lot of, you know, a lot of opportunity for segmentation depending on what kind of data you're bringing in. And so we talked a lot about, you know, people submitting forms. But what we recommend when we implement a tool like HubSpot is if people are calling you, if they're walking in and visiting the club and asking for information, if a member referral, if a member refers someone, that all of that information get brought into this tool. So you have all of that prospect information there. You know what those people, what message those people want to hear from you. And you can, you know, attempt to deliver the right message to the right people at the right time, which is kind of the second part of all the, you know, lead management automation conversation that I alluded to earlier, which is more of that user experience and creating a user experience that, that your prospects will, you know, respect and, and hopefully take action on.  Ed Heil: [00:24:58] And if you think about a lot of resorts, high end hotels, those types of experiences, they're also very good at this, very good at making sure you're getting the right information at the right time. So we've talked about, that conversion point, right, filling out the forms and automating that, taking some time off of your membership director, the nurturing of these of these contacts and staying in touch and trying to figure out who the best and most engaged member prospects are, and, you know, and also weeding out those that aren't qualified, which is is super valuable as well. Let's talk a little bit about the customer relationship management software, the CRM. And it's just, you know, if you could maybe just share some best practices, how it's useful, especially at a time when reporting is so important for boards. They want to know what's going on, what the health of the club is. How how are you seeing CRMs being used by clubs?  Kevin Page: [00:25:57] Yeah. You know, the segmentation is something that I already touched on, so I won't go too deep there. But really understanding what people have done, to get into the CRM is a really important step. You know, we work with a lot of, organizations, clubs included, that have a list of names in their CRM or in spreadsheets or whatever they might be using, and they're not sure how they got that or what they might be interested in. So, you know, that's a really important step, is making sure that that when that, when you're collecting that, that it comes in with some of that helpful information. But then from there, it's, it's really important to understand what stage in the journey are, are these folks and, you know, are they have they reached out and inquired about, you know, the membership guide and that's where they start. Did they request a tour? They they took a tour and that's where they started. They didn't show up for their tour and that's where they're at. So building some of these milestones in this, the CRM tool helps you really understand where people are in that overall journey, which can help craft the messaging that's going to be most beneficial to them. Ed Heil: [00:27:08] Right. So just to put this in, what's in it for you as a membership director or as a as a general manager or someone who's trying to really understand what is the health of the club from a new member perspective, to be able to look into a CRM and to see how many people are at various stages of that consideration process or of your, new member onboarding process or application process to say, hey, we have actually, right now, you know, five people that have actually applied and that we're considering we're vetting these. Prospects right now. And let's just say it's five people just using, you know, round numbers at $50,000 a pop. Then you can see we have $150,000 in the pipeline. That's at the stage. People have maybe filled out a form and you might have a lot more there. But if it's a $50,000, you know, golf number prospect, you can actually start to see the health of that pipeline to say, how many people do we think we're actually going to bring on, or move on to our waitlist in the next month or three months or six months? And that information, and I'm sure if you're listening to this, you've sat in these meetings or had to prepare reports for the board so they can see that. And all this information is in one place.  Kevin Page: [00:28:34] Yeah. Yeah, that's absolutely right. And, you know, where how many people have have toured this month? Really helpful metric to have, right. Just to know, how many people are doing that? How many people have applied? Where are people, in that journey is incredibly helpful for that pipeline development. But in addition to that, you can also take it a step further and say, what's the probability that will actually close these people based on data? So as you start using these tools, you can understand, well, we have five people right now who have completed a tour. Well, historically we closed about 20% of those people or 50% of those people. So that revenue that you just alluded to, you know, sometimes it can look, oh, wow, we're going to close $200,000 based on what's in our pipeline. But we try to take a realistic look at or you're probably not going to close everyone that's in your pipeline. And so you can look at these weighted sort of reports in order to, get some of that additional information and just, you know, an incredible amount of insights that you're able to pull out of some of these tools when you really get in and start making it a part of your everyday life in probability. Ed Heil: [00:29:51] I mean, what you're talking about, there is something that you know you can do today to a degree with, but it's usually in the form of a hunch like, oh yeah, and and usually it's inflated a little bit, like we closed 90% of the people who go through tour. Maybe. But wouldn't you rather have that data? And, you know, a lot of the things that we're talking about today are, are these are things that we've seen it before, where there membership directors who are tracking it, but in oddball places. I mean, I've seen everything from three by five index cards to something more common, which are just spreadsheets. Yeah, that is the membership. And you might be one of those people, if you're listening, is like you have a spreadsheet and it's fine. It's not like that doesn't work. But when you bundle all of this into one process and one umbrella, to be able to say, hey, we're bringing in new people, well, you know, who are filling out forms, we're nurturing them through email, and we're actually tracking them in, like you're saying, Kev, you're scoring those prospects to find the most, you know, to find the best prospects. All of a sudden this becomes really powerful and and way less manual. Someone isn't going through and filling out a spreadsheet. And that's maybe one of the biggest benefits. What are we missing, Kev?  Kevin Page: [00:31:04] Well, another, you know, feature of really all of these CRM tools HubSpot included is task management as well. So, you know, not only does it do all the things you just mentioned, but also, you know, oh, this guy's this prospect I'm talking to is heading out of town or, you know, wants me to call them back in three months. You know, after they complete this home renovation project and, you know, cash flow returns in their life, and. All right, I'll set a task to follow up with this gentleman in three months. You know, it's it's all there. Instead of, again, trying to make sure that it's managed in a spreadsheet or written down somewhere. Post-it notes. You know, I've seen as well. So, again, just a really helpful way to, to kind of continue to move forward and lean into some of these tools that so many other clubs are leaning into and having success with.  Ed Heil: [00:31:54] Glad you brought that up. I mean, I think that's one of the most powerful things is how do you track your follow up calls today? And by having something that actually feeds you a list of people that you're supposed to call every day or every week, however you want to set it up is is incredible, especially when it's based upon the most qualified prospects at the the the you know, your your foundation is, is feeding you. So, yeah. Super helpful. Anything else? What else are we missing? I know this is really high level, but, you know, the point today is to just hopefully help you think through other ways that you can do your job that make you more efficient, but also give you better data and better information that you can use to provide to your GM or your board or whomever that might be. Kevin Page: [00:32:48] Anything. Yeah. Yeah. A reporting is reporting as such a big part of this in making sure that you have intelligence in your reports, you understand? You know, what might be coming and where some of the concerns might be in terms of, you know, our pipelines getting really light. You know, maybe it's time to go, you know, do some additional outreach or, you know, attend some events, do some ads, you know, depending on what your club is, is interested in doing from that regard. But one of the, you know, one of the things that I'll, I'll say is I'm really passionate about this topic because I've seen so many clubs dump a lot of effort into generating leads. And not a lot of effort, and all businesses, not just clubs, not as much effort into managing those, and managing those properly. And so, you know, you end up with a database or a spreadsheet or whatever, with, you know, list of names that you you may not know a lot about, that you're not really following up with on a, on an ongoing basis. And it can be really difficult. And so when you're able to lean into a tool like this, you can really develop a well-oiled machine for outreach to the people who should be receiving automated outrea ch manual things, you know, when necessary. Right. So someone replies to an email that goes to a membership director. I can now take over the follow up and move people through different stages. Set tasks when I need to. So you're not sacrificing the experience of your prospects, or, you know, anyone that you might be communicating with in these tools? Which is, I think oftentimes a big, roadblock in some of these decisions is that we don't do things that way. That's impersonal. And these tools have come so far, in really making this, appear very personal. Also, you know, saving you a ton of time. So, you know, I'm really passionate about it because I've seen it work time and time again. Yeah. Ed Heil: [00:34:53] And, you know, to your point, it actually is now doing the opposite. It's actually making you seem more attentive and more personal and more connected, which is really what we all want. And, and probably one of the big fears that people have when trying to use this, this, this type of technology as part of their process. So, Kev, thanks. I think we're going to have more conversation around this at some point, hopefully before too long. So thanks for helping out, for being a part of it.  Kevin Page: [00:35:25] Absolutely, I hope so. It was a pleasure. Ed Heil: [00:35:30] And thank you for listening. If you find this podcast helpful. Be sure to subscribe on iTunes, Google Play, Spotify, or wherever you get your podcasts. Until next time, keep crushing your club marketing.  

In this engaging episode of the Grow My Cleaning Company Podcast, Mike Campion tackles the top challenges faced by cleaning company owners. From navigating cleaner absences to effectively managing leads and conducting quality checks, he provides practical solutions and actionable strategies. Tune in to gain invaluable tips and inspiration for optimizing your cleaning company's operations. Want to jump in live with Mike and Lindsay on Wednesdays? Join our Facebook group HERE  Love the idea, but find it overwhelming? Want to learn the next steps like, what to actually say on the call? Jump on a call with one of our coaches and learn strategies on how to grow your cleaning company and start loving your job every day! Book here  

Process improvement holds significant potential for enhancing the profitability of your construction business, and the cherry on top is that it is where you have the most amount of control. Join Eric Anderton and guest, Moustafa Moursy of Push Analytics, as they explore the fundamental concepts of strategic process management and how they can revolutionize the way construction businesses operate. From defining processes and identifying key areas for improvement to balancing detail and flexibility, they unravel the essential components of strategic process management. Eric and Moustafa's in-depth discussion covers crucial topics such as setting up processes, optimizing project management, and fostering collaboration with the executive team. Gain invaluable insights into onboarding salespeople, leveraging technical knowledge in sales strategies, and enhancing the overall customer experience. Whether you're a seasoned professional or just starting in the construction industry, this episode offers practical guidance for maximizing profitability through process improvement. Tune in now and elevate your construction business to new heights of success! Get the One Book Every Construction Leader Must Read: Construction Genius: Effective, Hands-On, Practical, Simple, No-BS Leadership, Strategy, Sales, and Marketing Advice for Construction Companies: https://www.amazon.com/Construction-Genius-Effective-Hands-Leadership/dp/B0BHTRDY1T/ Need executive coaching? Book a short call with Eric to discuss how he can help: https://10minuteswitheric.youcanbook.me Website: https://pushanalytics.com/ LinkedIn Handle: https://www.linkedin.com/in/moustafa-m-71909456/

From foster care to CEO: How Natalie Guzman built a game-changing marketing platform.Join us as Natalie Guzman, founder of Nodora.org, shares her inspiring journey and reveals the secrets behind her all-in-one marketing solution.In this episode, you'll learn:How Natalie overcame challenges to create Nodora, a CRM and lead management platform for entrepreneurs.How to leverage AI tools for content creation, from social media to SEO.Why Nodora is more than just software - it's a community with training and support for business owners.The art of value-driven email marketing and fostering connections within your entrepreneur network.This episode is packed with insights for anyone looking to streamline their workflow, build a thriving online presence, and connect with other entrepreneurs.Tune in and weave your own story of growth with Tailoring Talk!Enjoy!Support the showYou can now support the show and help me to keep having inspiring, insightful and impactful conversations by subscribing! Visit https://www.buzzsprout.com/1716147/support and thank you so much in advance for helping the show!Links:Roberto on Instagram http://www.instagram.com/robertorevillalondonTailoring Talk on Instagram http://www.instagram.com/tailoringtalkpodcastTailoring Talk on YouTube https://youtube.com/@robertorevillalondonCreditsTailoring Talk Intro and Outro Music by Wataboy on PixabayEdited & Produced by Roberto RevillaConnect with Roberto head to https://allmylinks.com/robertorevillaEmail the show at tailoringtalkpodcast@gmail.com

We're officially/unofficially celebrating the 3rd Birthday of the Podcast--wootttt!!!Thank you so much for tuning in every-ish week, sharing the podcast with your peers, and leaving ratings and reviews that allow other business owners to find this goodness.I sincerely could not do this without your support, and I'm ever so grateful for it--THANK YOU!Remembering this podcast birthday got me thinking why I started this podcast and that was to support the business-side of entrepreneurship.  It's not something many of us think about when we become a travel advisor, but it is especially critical to think about if we want longevity and sustainability in business.In this episode, I share:·     The differences between an employee and an entrepreneur·     A little bit of my own growth as a travel business owner·     Some of the important aspects of entrepreneurship you need to be aware of·     and so much more!Enjoy (and take action)!Get CastMagic AI for Videos and Audio Recordings *affiliate link*: https://get.castmagic.io/39q8g3hvbe1s---------------------------------------------------------------JOIN the Marketing Business School Community:https://programs.steeryourmarketing.com/products/courses/view/1117728Say HI on Social:Facebook: http://www.facebook.com/takethehelmvbsInstagram: http://www.instagram.com/takethehelmvbsGroup: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

As a lender do you really understand your task as a content creator on Instagram? Do you know how to shift from being a content consumer to someone who is focused on CONNECTION through content? One of the most important pieces to how to leverage Instagram is understanding how to connect and there is a unique strategy that allows you to USE strong relationships you already have so you can build more. SO simple and SO brilliant! In this episode, I get to chat with CPO of Shape Professional Services Scott Payne, and can I just be the first to say that the story behind how he started in the Mortgage industry and then progressed into the Lead Management system is a TEAR JERKER. Please bring some Kleenex on this one. Connect with ScottIG: https://www.instagram.com/shape_professional_services/Facebook: https://www.facebook.com/scott.payne.79025Schedule a meeting with Scott: https://calendly.com/sdp-solutions Connect with Michelle:Website: https://bermanmediapd.com/Instagram @BermanMediaSocialYouTube: https://www.youtube.com/channel/UCTgG-BvwWOQ_jEYDZ-gKVxQ Need a Dynamic Speaker for an Event or Group? Duh...Me!Email: Michelle@bermanmediapd.com Want FREE Social Media Advice? Join our FREE FB Group!

"Turning Leads Into Lifers" dives into effective methods for gym owners to convert inquiries into dedicated members. The episode covers essential topics such as improving lead management, optimizing gym websites for better lead capture, and enhancing member retention strategies. It emphasizes quick, personal follow-ups, the importance of a user-friendly website, and utilizing organic growth techniques like referrals and re-engagement campaigns. This podcast provides gym owners with direct, actionable steps to increase their membership base sustainably. ______ Learn More About Affiliate University : https://www.besthouroftheirday.com/affiliate-university Level Up Your Coaching | The Knowledge : https://www.besthouroftheirday.com/theknowledge ______ #crossfit #fitness #gym #crossfitgames #podcast #coaching #business (00:00) - Introduction to Lead Management and Optimization (00:41) - Understanding Lead Problems (01:39) - Defining a Lead Problem (02:42) - Website Optimization (05:20) - Importance of Lead Management (16:01) - Conversion and Retention (20:34) - Use of Paid Advertising (24:36) - Organic Lead Generation Strategies (27:00) - The Bigger Picture --- Support this podcast: https://podcasters.spotify.com/pod/show/besthouroftheirday/support

Folge vom 23.01.2024, diesmal mit großen Körperteilen, Bildschirmen als Schwurbel-Schutz und angehampeltem Brot. Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte: https://linktr.ee/methodischinkorrekt

"Just because you get a speaking gig doesn't mean, oh, cool, I got the deposit check. Let's go spend it. You don't actually "realize" that entire piece of income until you walk off that stage and it's done. But if you're listening to how I'm talking about this, this is how a business owner thinks. This is not how a hobbyist thinks."We're back with another edition of our Coaches Corner series! This week, Maryalice Goldsmith sat down with Rick Clemons to dig into Lead Management and how to think like a business owner in this relationship business.“The more you can sell the solution that you provide, not you. Yes, quote, I am the solution, so to speak. But the solution I'm going to offer to them to fix their problem, the sooner you're going to start getting the buy signals and the sooner you'll start moving that through the selling pipeline and filling your pipeline through the process."In this episode Rick and Maryalice cover: The difference between warm and cold leads What it means to think like a business owner vs a hobbyist How many touchpoints a prospect needs to become a lead Buyers mindsets around investment decisions How to research the heck out a prospect so they become a lead Practical examples of what consistently looks like in the lead generation process"You have to find where you can get in the door. And one of the things I learned when I was doing this is I could offer a college or university something. Sometimes there was some pushback, but the moment I said, and here's what else I'll do, as soon as I offered the what else I'll do, which was either a quick little webinar...or a recorded thing that I could do… I could get in the door."Episode Chapters:01:00 What are common pain points in lead generation?06:39 When do I consider it a lead?08:52 Should this be part of your daily routine?12:12 How can prospecting be done effectively?14:57 How can you leverage your warm network?19:46 What differentiates the mindset of a business owner?25:58 Do you understand the importance of relationships in this field?27:03 How does persistence benefit you as a speaker hoping to achieve business growth?33:12 Do you set clear goals for tasks?36:40 Could a webinar-driven low-end product work?37:35 How can you find opportunities to offer value? 45:35 Examples of how Rick approaches finding places to offer value47:26 Why is tapping into the community important?Episode Resources:Get Rick's Lead Mastery PDFGet Free Speaker ResourcesBook a Call with The Speaker LabCalculate Your Speaking FeeJoin The Speaker Lab Community on FacebookSubscribe on Apple PodcastsSubscribe on SpotifySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sponsors - Claim your exclusive savings with the links below:Sourcewhale - https://sourcewhale.com/demoFirefish - https://www.firefishsoftware.com/rmp-------------------------Follow Amy: https://www.linkedin.com/in/qararecruiter/-------------------------Watch the episode on YouTube: https://youtu.be/vmGmoz43J2U-------------------------Extra Stuff:Learn more about our all-in-one training platform Hector here: https://bit.ly/47hsaxeSign up for our FREE Limitless Learning Newsletter here: https://limitless-learning.thisishector.com/subscribe-------------------------Get in touch:Linkedin: https://www.linkedin.com/in/hishemazzouz/-------------------------Support the show:Support the podcast and leave a review here.

Join Brian and Marc McGurren as they discuss how AI will change how dealers respond to sales opportunities and service opportunitues.

Lost in the world of marketing as a home service contractor? Fear not! Kevin LaSage, founder of Searchlight, shares his insights on making data-driven decisions that maximize your marketing investments. He unveils how his platform ties digital marketing efforts to customer activity in a CRM, offering real-time optimization to any marketing strategy. Kevin also underscores the importance of transparency and the benefits of having all marketing channels unified on one platform.We've all heard that change is the only constant, and in the realm of consumer behavior, this couldn't be truer. Discover why today's consumers are favoring chatbots, online forms, and schedulers over traditional phone calls as we explore this shift and its impact on business conversion rates. We emphasize how quick responses can make the difference between winning and losing a lead and why businesses need to adapt to the preferences of tech-savvy generations.The world of home service is not exempt from the ongoing digital revolution. We delve into the effectiveness of Google Ads in customer acquisition and discuss the rising cost of these ads. Here, Kevin introduces us to the concept that not all leads are created equal, as 75% of website conversions do not lead to paying customers. The conversation transitions into how AI technology is transforming areas like plumbing and roofing and how Searchlight uses AI to enhance customer service. So buckle up and get ready for an enlightening journey through the world of data-driven marketing for home service contractors.https://www.searchlightdigital.io/successful-life-podcast/ Support the showhttps://www.amazon.com/Simple-Steps-Sell-More-Stereotypes-ebook/dp/B0BRNSFYG6/ref=sr_1_1?crid=1OSB7HX6FQMHS&keywords=corey+berrier&qid=1674232549&sprefix=%2Caps%2C93&sr=8-1https://www.amazon.com/Dark-Side-AI-Sales-Frankenstein-ebook/dp/B0BX6G5THP/ref=sr_1_3?crid=16J189ZUCE8K6&keywords=corey+berrier&qid=1678457765&sprefix=corey+berrier%2Caps%2C111&sr=8-3https://www.youtube.com/channel/UCrPl4lUyKV7hZxoTksQDsyghttps://www.facebook.com/corey.berrier https://www.linkedin.com/in/coreysalescoach/

What We Cover In This Episode: What is a recommended follow-up cadence and the relationship this has to sales data [2:42] Tips and tricks to modernize and automate client follow-up [11:18] How to approach using tasking automation inside your studio for your instructors and employees [15:28] The way to re-engage with cold leads [25:52] Why it's important to ensure you utilize all three communication platform systems [31:05] A way to reframe the sales process into a marketing and feedback loop that you are constantly using to manage leads [32:07] Quotes: “You have to make sure that you have something in place to make sure that you are connecting with these people after they leave your facility, so that starts with having the right technology.” [Chris, 3:23] “The person you are reaching out to has the control to unsubscribe. It's like with sending emails, how many people do you have on your list of emails that have not unsubscribed? That tells you they may not be ready right now, but they are interested in the content that you have to share.” [Stephanie, 8:09]   “When you do have that personal relationship, it makes a whole world of a difference. That's why people sign up, because they feel connected to the real people that are on the other side of the screens.” [Chris, 20:11]    LINKS:    Book a Call with The Sales Arm!  Website, Instagram & LinkedIn Chris' Personal Instagram & LinkedIn Episode 199: Industry Tea with The Sales Arm - IN STUDIO SALES PROCESS (PART 2) Episode 197: Industry Tea with The Sales Arm - IN STUDIO SALES PROCESS (PART 1) Visit the fitDEGREE Knowledge Base Send Megan Your Playlist or Discuss the Podcast Here! fitDEGREE's Business Portal https://calendly.com/fitdegree/support  support@fitDEGREE.com https://www.instagram.com/fitdegree/ ​​https://www.instagram.com/fitspot_guru/  https://www.fitdegree.com/blog   

Show NotesPrevious episodes: AllTheLeads.com/probate-mastermindEpisode Topics:00:00:00 Introductions00:01:46 Challenges of Unclear Wills & Probate Property Transfers00:06:12 Property Ownership Intentions & Management00:12:31 Legal Importance & Implications of Wills00:20:16 Engaging with Probate Leads & Referral Strategies00:27:35 Probate Fees, Lead Management & Marketing Approaches00:35:02 Client Communication & Rapport Building00:43:09 Offering Value & Leveraging Online ResourcesInterested in Probate Leads? AllTheLeads.com/probate-leadsJoin Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A PlaylistSupport the show (http://www.facebook.com/groups/alltheleadsmastermind attorneys All Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts Spotify Amiga, Let's TalkConversations about women issues, primarily in relationships and in business. On the...Listen on: Apple Podcasts SpotifySupport the show

I called back my client twice and texted them but they didn't respond. I think I am going to move on. This is what I do and it's a horrible way to run your small business. I know this is what a lot of you do. How many leads were not ready to close yet, how many leads needed a little more info they never got, how many leads can't find your info 12 months later when they are ready. Not everyone wants to buy right NOW!JR Pentolino owns and operates Design Windows and Doors in Ontario, CA. With 21 employees he is not only the visionary behind the company at this point but also the sales manager. On track to do 5 million in revenue this year with a goal of 6 million, it's no small operation anymore. JR has found a passion for lead management and knows how important it is to the success of his business. Listen in to this week's episode of the Floor Academy Podcast as we discuss what a buying cycle looks like, why you need clients on a drip campaign, and how to rehash leads from the "dead". All of these tools will help your top line revenue grow and keep your schedule filled up. Don't miss your opportunity to set your business apart from the competition.Need new headphones for working and listening to Floor Academy? Check out ISOTunes using the link below. Amazing Bluetooth headphones that are OSHA certified. http://bit.ly/2P5A9pRCheck out our sponsorsJohns ManvilleThe International Surfaces EventCheck out our website and storeSupport the show

In this episode of the OpsStars podcast, Zach Olson, Global Transformation and Automation Project Lead at Dell Technologies, joins Don Otvos to discuss the lead management transformation project at Dell that won them the 2022 OpsStars Award. They discuss the challenges and strategies involved in a project like this in a large enterprise company, and the opportunities to leverage AI to improve the sales process and enhance the customer experience.

Register For Our FREE Credit Repair Business Masterclass Today!Do you want to work less and achieve more? Here's what you need to know… Credit Repair is a very repetitive business, so automations are your best friend. They tackle everything from generating leads to scheduling meetings and sending marketing emails. All while cutting costs and improving efficiency! There are thousands of automated software tools available, and today, I will explain which ones to use and how to set them up. These tools lighten the workload for small business owners and allow them to focus on scaling their businesses FAST, so grab a paper and pen and tune in! These tips are priceless, so you better stick around!Key Takeaways:Intro (00:00)What Are Automations? (00:59)Why You Should Utilize Automations (02:30)The First Step in Setting up an Automation System (03:48)Connecting Automations to Your Software (04:28)How to Leverage Automations for Lead Generation, Nurturing, and Management (06:19)My Final Point (09:42)Credit Hero Score (10:06)Community Spotlight (10:31)Outro (11:41)Additional Resources:- Get a free trial to Credit Repair Cloud- Get my free credit repair training  - Top 5 Best Affiliate Partners for Credit Repair Businesses!Make sure to subscribe so you stay up to date with our latest episodes.