Podcasts about lead nurturing

This week's episode of Win The Hour, Win The Day Podcast interviews, Kristi Mitchell. Are you doing “all the marketing things” but still not seeing results? Join Kris Ward and marketing expert Kristi Mitchell as they break down what marketing really means—and how to make it simple and doable for small business owners. In this eye-opening talk, you'll learn:-What a real marketing funnel is (and why it's not just for big companies).- The 4 simple steps every business needs: Attract, Convert, Nurture, Close.- Why email marketing still works—and how it helps you stay top of mind.-The biggest mistakes people make when trying to grow online.-How to stop chasing leads and start building real relationships.-Why doing *less* can get you *more* results. If you've ever felt overwhelmed or unsure about your marketing, this episode is your new roadmap. Don't miss it!  Win The Hour, Win The Day! www.winthehourwintheday.com  Podcast: Win The Hour, Win The Day Podcast  Facebook: https://www.facebook.com/winthehourwintheday/LinkedIn: https://www.linkedin.com/company/win-the-hour-win-the-day-podcast  You can find Kristi Mitchell at:Website:  https://www.kristimitchell.com/LinkedIn: https://www.linkedin.com/in/kristimitchell/Podcast:  https://app.helloaudio.fm/feed/d04c9c95-fadd-4f0b-a173-d800c744449f/signup #KrisWard#EmailMarketingTips#LeadNurturing

Ein erfolgreicher B2B-Messeauftritt beginnt lange vor dem ersten Händedruck – und endet nicht mit dem Abbau des Stands. In dieser Folge von No Leads, No Fun zeigen Patrick Burmeier und Martin Bredl, wie B2B-Unternehmen mit einer durchdachten Inbound-Marketing-Strategie ihre Messepräsenz wirksam vorbereiten, begleiten und nachbereiten können. Ihr erfahrt: → Welche drei Levels of Demand es bei Messebesuchern gibt – und wie ihr sie gezielt ansprecht. → Warum Content nicht nur vor, sondern auch am Messestand entscheidend ist → Wie Self-Service-Tools wie Preisrechner & ROI-Kalkulatoren auch für mehr Leads auf der Messe sorgen können → Was eine gute Nachbetreuung und Lead Nurturing nach der Messe ausmacht → Wie Kundeninterviews & KI bei der Vorbereitung helfen Und einiges mehr! Jetzt das neue Buch von Marcus Sheridan "Endless Customers" gewinnen: Bewertet unseren Podcast auf Apple oder Spotify und schickt einen Screenshot der Bewertung mit Betreff "Review Podcast" an martin.bredl@takeoffpr.com. Mit etwas Glück landet Marcus Sheridans Buch bald in eurem Postkasten. Mehr zu takeoff: https://www.takeoffpr.com/

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Carter Hogan shares his journey from filmmaker to software founder and reveals why most video professionals don't actually have a lead generation problem - they have a lead nurturing problem. He breaks down practical ways to automate the "low-value activities" in your business so you can focus on the creative work that matters most. Key Takeaways Your leads need 7-8 touchpoints before they'll trust you enough to hire you - if you're not consistently staying in touch, you're leaving money on the table A simple monthly newsletter highlighting recent projects and how they solved client problems is the easiest way to nurture leads effectively Automating payment processes and follow-ups not only saves time but prevents thousands in unpaid invoices from slipping through the cracks Presenting a professional front through automated reminders and follow-ups makes clients feel like you have a full team, even if you're a solo operator About Carter Hogan Carter Hocan is the Co-founder and Owner of Vidlead, a video production company. With 10 years of experience as a videographer and producer, Carter gained recognition through his YouTube channel DevinSuperTramp.  He also spent five years with Fulltime Filmmaker Online Film School. Carter's expertise in creative storytelling and video production drives Vidlead's mission to deliver innovative content solutions for businesses and creators alike. In This Episode [00:00] Welcome to the Show! [06:30] Meet Carter Hogan [11:24] VidLead [14:14] Lead Nurturing [17:59] Monthly Newsletter [22:30] Automated Messaging for Socials [30:54] VidLead Financial and Time Benefits [32:21] Invoicing [47:56] Outro Quotes "People ask me like, what's going to help me? And it's like, well, if you haven't signed up yet, one, you're going to save money because you're going to cancel at least three or four softwares... And then two, you're going to free up a lot of your time so that you can work on your business." - Carter Hogan "If you can automate the low value activities in your business and focus on the higher value activities, you're going to get a lot more bang for your buck. You're going to make a lot more money that way. Cause you're focusing on where your time really should be spent." - Carter Hogan "Even if I'm selling like a $50 broomstick on Amazon, I still have to hit like at least five or six touch points to have somebody trust me enough to buy my $50 broomstick. Now we're talking about thousands of dollars in video production." - Carter Hogan Guest Links Get your first Month free with VidLead Connect with Carter Hogan on LinkedIn Follow VidLead on Instagram | Facebook | Twitter Links Find out more about 10xFILMMAKER   Join the Grow Your Video Business Facebook Group  Follow Ryan Koral on Instagram Follow Grow Your Video Business on Instagram Check out the full show notes

Learn the powerful Facebook ad strategy that closed 48 seller transactions in just 12 months! Discover how to create attraction-based marketing funnels, retarget potential sellers, and convert warm leads into loyal clients. Master the art of nurturing leads with educational content, leveraging authority videos, and using strategic retargeting to dominate your local market. This episode breaks down the exact step-by-step approach that generated over $760,000 in commissions. Unlock the secrets to becoming the go-to real estate expert. Don't miss out—watch now! In this episode, I'll walk you through:  ✅ How to use video marketing & Facebook ads to attract motivated sellers ✅ Why most realtors fail at lead generation (and how to fix it) ✅ How to retarget & nurture leads to build trust and increase conversions ✅ How to win the listing before you even show up ✅ The exact process that helped me average 100+ home sales per year!  

Host Warren Wandling takes you behind the scenes to get to know a variety of leaders and the keys to their success. Discover strategies, tips and resources from leaders and entrepreneurs who have overcome obstacles to build resilience and achieve success. In this episode, Warren introduces you to Jason Kramer.   Episode 112 – Cracking […] The post Cracking the Lead Nurturing Code with Jason Kramer of Cultivize appeared first on Warren Wandling.

We're joined by Jason Kramer, founder and CEO of Cultivize, a consulting firm specializing in lead nurturing strategies and “Done for you” custom CRM implementation, with over 20 years of experience in marketing and business development.He has worked with renowned brands like Virgin Atlantic Airways and Johnnie Walker, and launched numerous small businesses through his boutique agency before founding Cultivize in 2018.Tune in to learn about how powerful a CRM and lead nurturing can be for businesses, and what's in store for the future.

Following up with leads can feel like a guessing game. How often should you reach out? What should you say? And how do you stay on their radar without being pushy? In this episode, Jason Kramer, CEO of Cultivize, shares his insights on lead nurturing and why it's so much more than just sending follow-up emails. He breaks down the key elements of a solid nurturing strategy, from staying top-of-mind to using the right tools to track engagement.We talk about real-world examples, practical tips, and simple ways to turn cold leads into loyal customers. If you've ever wondered why promising connections don't always turn into sales, or how to fix that, this conversation has the answers.Send us a textDownload the free Marketing Playbook to help you plan your marketing strategy! Support the show Show Notes Apply to be featured on My Weekly Marketing!

Schöne, farbenfrohe und perfekte Sales-Funnels. Sie existieren nur in der Theorie. Doch wie sehen sie in der Realität aus? Hast Du schon einmal eine Darstellung eines Marketing- und Sales-Funnels gesehen, die mit zahlreichen Löchern und Pflastern versehen ist? Vermutlich nicht, da eine solche Darstellung in der Regel nicht besonders positiv aufgenommen wird. Aber mal ehrlich: Ist Dein Lead-Funnel wasserdicht? Kennst Du die größten Lecks in Deinem eigenen Sales-Funnel? Wie oft hast Du bereits hören müssen: “Wir müssen mehr in den Lead-Funnel reinkippen, damit unten am Ende auch mehr rauskommt.” Während das theoretische Konzept eines optimalen Lead-Nurturing-Prozesses im CRM und der Marketing-Automation verlockend ist, sind die tatsächlichen Hürden oft komplexer. Von der Erstansprache bis zum erfolgreichen Abschluss gibt es zahlreiche Punkte, an denen potenzielle Kunden verloren gehen. In meinem Vortrag gehe ich auf die ungeschönte, schmerzhafte und weit verbreitete Realität ein. Dabei zeige ich die wichtigsten Herausforderungen mit greifbaren Beispielen aus der Praxis auf. Du erhältst auch konkrete Empfehlungen, wie die zahlreichen Lecks in Deinem Lead Funnel vermieden oder wieder wasserdicht gemacht werden können. Es wird um die alltägliche Praxis im Marketing und Vertrieb gehen. Und diese ist nur selten geradlinig und perfekt wie in vielen Hochglanz-Broschüren der Lösungsanbieter. Das wirst Du nach diesem Webinar gelernt haben: Du wirst in diesem Vortrag lernen, dass perfekte Sales-Funnels nur in der Theorie existieren und in der Praxis viele Herausforderungen und Lecks aufweisen. Du wirst erkennen, dass auch Dein eigener Lead- und Sales-Funnel Schwachstellen hat und gängige Missverständnisse, wie das Einfüllen von mehr Leads zur Steigerung der Abschlüsse, kritisch hinterfragen können. Der Vortrag beleuchtet die Komplexität des Lead-Nurturing-Prozesses und zeigt anhand von Praxisbeispielen, wie diese Probleme realitätsnah aussehen und gelöst werden können. Konkrete Empfehlungen helfen Dir, Lecks im Funnel zu schließen und den Prozess effizienter zu gestalten. Nach diesem Vortrag wirst Du eine völlig neue Perspektive auf Lead-Funnels haben. Versprochen.

In this episode, we explore the concept of "leaky buckets" in capital raising and the common leaks that prevent entrepreneurs from scaling their businesses and attracting investment. We discuss the importance of maintaining focus, optimizing time, and refining both mindset and processes to efficiently raise capital and grow successfully. Key Takeaways: Leaking Attention: Avoid distractions like social media to focus on high-value tasks Leaking Time: Prioritize impactful activities and eliminate busywork Leaking Processes: Set up efficient systems before hiring to prevent chaos Investor Onboarding: Create a consultative onboarding process and use the Ben Franklin effect to secure investor commitment Other Leaks Explained: Sales Skills, Lead Nurturing, Online Presence, Quality   Useful links and resources: https://findmoreinvestors.com/apply Yakov Smart's new book 'Attracting Investors' on Amazon   Join our new capital raising community group here: https://www.facebook.com/groups/capitalraisingtalkwithcapitalraisingprosgroup   Free Trainings on “How To Raise More Capital & Find High Net-Worth Investors on Auto-Pilot”: http://findmoreinvestors.com/capital   Enter our monthly raffle by leaving a 5-star review and emailing a screenshot to: reviews@findmoreinvestors.com   Connect with Yakov: https://www.linkedin.com/in/yakovsavitskiy/ https://www.facebook.com/yakov.smart3   The following music was used for this media project: Music: Positive Fat Bass Intro Loop by WinnieTheMoog Free download: https://filmmusic.io/song/6093-positive-fat-bass-intro-loop License (CC BY 4.0): https://filmmusic.io/standard-license Artist website: https://linktr.ee/taigasoundprod   The following music was used for this media project: Music: Just Keep Going (Loopable) by chilledmusic Free download: https://filmmusic.io/song/7245-just-keep-going-loopable License (CC BY 4.0): https://filmmusic.io/standard-license   The following music was used for this media project: Music: Business Of Dreams by MusicLFiles Free download: https://filmmusic.io/song/9392-business-of-dreams License (CC BY 4.0): https://filmmusic.io/standard-license Artist website: https://cemmusicproject.wixsite.com/musiclibraryfiles

Apply now for a chance to win not just a free ticket to GYM BUSINESS MANIA, but also free airfare, hotel, meals, and 90 days of done-for-you Facebook & Instagram ads—with ad spend covered! Don't miss this game-changing opportunity! In this episode Vince reveals how one unconventional sweepstakes marketing event took a gym from 162 to 304 clients in just 24 months. Vince breaks down the exact strategy—from crafting a high-value giveaway to generating massive community buzz—and how this simple yet powerful play can transform your business. Don't miss this game-changing marketing lesson! Key Notes:The Problem: Success led to complacency, retention dropped, and cash flow suffered.The Solution: A high-value giveaway (6-week premium membership) that generated 400+ applications.The Process:Long-form application to filter serious candidates.Finalist interviews to ensure commitment.Real-time content marketing boosted engagement.The Game Changer: Kathy, a sweepstakes winner, lost 80 lbs, went viral, and attracted massive attention—driving gym growth.The Lesson: A well-executed sweepstakes can be a marketing goldmine for gym owners. If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

In this episode of Re-Define, hosts Will Grimes and Eli Schmidt break down what it truly means to have a CEO mindset as a business owner—especially for real estate agents. They challenge agents to move beyond the "transactional mindset" and start thinking like business owners, focusing on branding, systems, delegation, tracking, and scaling. Will and Eli emphasize the power of marketing, automation, and strategic decision-making to ensure long-term success rather than just chasing the next deal. If you're tired of feeling stuck in the daily grind and want to build a sustainable, profitable business, this episode is for you.

In this episode of the B2B Marketing Excellence Podcast, Donna Peterson, CEO of World Innovators, highlights why in-person meetings remain invaluable in today's fast-paced, digital-first world. Donna shares how face-to-face interactions help industrial brands build trust, foster meaningful relationships, and stand out from the competition.She also provides practical, step-by-step guidance for creating email sequences that not only lead to impactful in-person meetings but also position your brand as a trusted partner. From personalized thank-you emails to value-driven follow-ups, Donna explains how these strategies can nurture long-term client relationships and accelerate business growth.Whether you're looking to improve your email marketing, build stronger client relationships, or learn how to integrate traditional and digital marketing methods, this episode is packed with actionable tips that align with World Innovators' commitment to helping industrial brands succeed.Tune in to learn how to use email marketing and follow-up strategies to build stronger connections and achieve your business goals faster!Episode Breakdown:00:00: Introduction to B2B Marketing Excellence and World Innovators' philosophy.01:02: Why in-person meetings matter for building trust and relationships.06:01: How to craft effective, personalized email sequences that lead to meaningful connections.09:44: Tips for building rapport and showcasing value during in-person meetings.11:37: Post-meeting strategies: Thank-you emails and value-driven follow-ups to keep the conversation going.14:51: Conclusion and actionable next steps.Don't miss this episode! If you want to create deeper client relationships and build a marketing strategy that combines tradition and innovation, this is a must-listen.Please Like this episode and share this with your connections to promote quality marketing.If you would like help with your in person meeting strategy contact me directly, dpeterson@worldinnovators.com.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1581: Alex Embling explores how automated lead nurturing can enhance marketing efforts by keeping prospects engaged through AI-driven email sequences and personalized content. By leveraging automation, businesses can build stronger relationships, optimize sales funnels, and increase conversions without overwhelming their teams. Mastering these strategies ensures no lead is left behind, making marketing more efficient and effective. Read along with the original article(s) here: https://neilpatel.com/blog/automated-lead-nurturing/ Quotes to ponder: "Automation allows you to stay engaged with potential customers without overwhelming your sales team." "With the right lead nurturing strategy, you can build relationships at scale and guide prospects toward conversion." "AI and automation tools help ensure that no lead falls through the cracks, keeping your sales funnel active and optimized." Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1581: Alex Embling explores how automated lead nurturing can enhance marketing efforts by keeping prospects engaged through AI-driven email sequences and personalized content. By leveraging automation, businesses can build stronger relationships, optimize sales funnels, and increase conversions without overwhelming their teams. Mastering these strategies ensures no lead is left behind, making marketing more efficient and effective. Read along with the original article(s) here: https://neilpatel.com/blog/automated-lead-nurturing/ Quotes to ponder: "Automation allows you to stay engaged with potential customers without overwhelming your sales team." "With the right lead nurturing strategy, you can build relationships at scale and guide prospects toward conversion." "AI and automation tools help ensure that no lead falls through the cracks, keeping your sales funnel active and optimized." Learn more about your ad choices. Visit megaphone.fm/adchoices

Boost Your Real Estate Success with Fello: The Ultimate Seller Lead Nurturing Tool Discover how Fello is revolutionizing the real estate industry by helping agents nurture seller leads and close more deals. In this episode, we dive deep into this game-changing technology, exploring its features, benefits, and real-world success stories. Whether you're a seasoned agent or just starting, learn how Fello can streamline your workflow, keep sellers engaged, and take your real estate business to the next level. Tune in and unlock the secrets to staying ahead in a competitive market! LET'S GO! Want to be a guest on our podcast? Email marketing@cookandassociatesaz.com OR kelly@cookandassociatesaz.com Selling your home? Get a free Home Price Evaluation http://www.myhomevaluecalculator.com Kelly Cook, MBA Cook & Associates, PC REAL Broker 14201 N Hayden Rd, Ste C-4 Scottsdale, AZ 85260 480-442-9868 kelly@cookandassociatesaz.com CookandAssociatesAZ.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/

A Common Sales Mistake You Can't Afford to Overlook   Sales Coach Dan Rochon from No Broke Months for Salespeople dives deep into why failing to follow up is a costly error you can't afford to make.   Dan explains how, too often, sales professionals get caught up in chasing new prospects, forgetting that the real gold lies in consistent, meaningful follow-ups.   Don't let potential sales slip through the cracks in the latest episode of No Broke Months for Salespeople. --To find out more about Dan Rochon and the CPI Community, you can check this link:www.NoBrokeMonths.com --Do you want to win a FREE 45-minute complimentary coaching session with Dan Rochon and a FREE copy of the book "Real Estate Evolution," a comprehensive 10-step guide to achieving Consistent and Predictable Income?❗❗JOIN THE NO BROKE MONTHS FOR REAL ESTATE AGENTS MONTHLY RAFFLE HERE ❗❗--Stop

Send us a textIn this podcast episode, the host challenges the effectiveness of traditional lead generation methods, such as cold calling and email campaigns, which have become increasingly ineffective in today's market. With cold calling yielding only a 10–15% connect rate and email open rates around 20%, many sales teams find themselves frustrated and underperforming.The episode highlights the changing landscape of consumer behavior, where prospects expect quick, personalized interactions rather than intrusive calls or delayed emails. To address these challenges, the host introduces a new strategy utilizing SMS bots for lead nurturing. SMS offers a remarkable 98% open rate and allows for instant communication, making it a preferable option for engaging leads.في هذه الحلقة من البودكاست،  فعالية أساليب توليد العملاء المحتملين التقليدية، مثل المكالمات الهاتفية العشوائية وحملات البريد الإلكتروني، والتي أصبحت أقل فعالية في سوق اليوم. مع معدل اتصال لا يتجاوز 10-15% للمكالمات الهاتفية العشوائية ومعدلات فتح البريد الإلكتروني حوالي 20%، تجد العديد من فرق المبيعات نفسها محبطة وذات أداء ضعيف.تسلط الحلقة الضوء على المشهد المتغير لسلوك المستهلك، حيث يتوقع العملاء المحتملون تفاعلات سريعة وشخصية بدلاً من المكالمات المزعجة أو رسائل البريد الإلكتروني المتأخرة. لمواجهة هذه التحديات، يقدم المضيف استراتيجية جديدة تستخدم روبوتات الرسائل النصية القصيرة (SMS) لرعاية العملاء المحتملين. توفر الرسائل النصية القصيرة معدل فتح مذهل يبلغ 98% وتسمح بالتواصل الفوري، مما يجعلها خياراً مفضلاً لإشراك العملاء المحتملين Support the showSupport the Podcast on:https://www.paypal.com/paypalme/okuwatly?locale.x=en_UShttps://www.buymeacoffee.com/MaBa3refSubscribe to Maba3ref Newsletter:https://maba3refbranching.beehiiv.com/Connect with Maba3ref Podcast:https://www.instagram.com/maba3refbyomarConnect on TIKTOK:https://www.tiktok.com/@okuwatly

Your host, Catherine Cantey, talks with Co-Founder and CEO of RockBox Fitness, and Co-Founder of beem® Light Sauna, Roger Martin.In this episode, we sit down with a corporate veteran turned entrepreneur who shares his journey from climbing the corporate ladder in the pharmaceutical industry to finding his true passion in wellness and fitness. After spending 25 years in corporate America, he made a bold shift to focus on health, self-care, and fitness, building businesses around his values. Tune in for a dynamic conversation on entrepreneurship, wellness, and the future of fitness.We talk about:-Proactive Health and Wellness-Entrepreneurship and Business Building-The Role of AI in Lead Nurturing for BusinessesTo learn more about Roger's work, visit RealRogerMartin.Com.If you'd like to be a guest on The Business Vitality® podcast, click HERE.For more information, visit CatherineCantey.com.

https://www.myswitzerland.com/cs/ Dnešní krátká epizoda Buduj značku přináší náhled do některých oblíbených B2B marketingových strategií, které tvoří základ úspěšného marketingu – od Niche strategie přes Lead Nurturing až po efektivní práci s webem. Kkteré z nich mohou pomoci zvýšit dosah i obchodní výsledky?

In this episode of the Construction Disruption podcast, co-hosts Ryan Bell of Isaiah Industries and Ethan Young dive into the intricacies of CRM platforms and sales optimization with Jason Kramer, founder, and CEO of Cultivize. Jason shares his rich experience from over 20 years in the industry, helping bridge gaps between marketing and sales for companies worldwide. Tune in as he discusses the importance of effective lead nurturing, the impact of digital transformation on the construction industry, and his top CRM recommendations. Plus, don't miss the challenge words game and a fun rapid-fire session!Timestamps00:00 Introduction and Host Banter00:54 Guest Introduction: Jason Kramer01:35 Jason's Background and Early Career03:20 The Birth of Cultivize03:41 Challenges in Sales and Marketing Alignment07:19 Lead Nurturing Strategies07:31 Common Mistakes in Lead Nurturing10:13 The Importance of CRM Systems11:55 Custom CRM Implementations15:46 Recommended CRM Platforms18:56 Digital Transformation in Construction21:11 Commercial vs. Residential Communication21:48 Measuring Lead Nurturing Success23:01 The Importance of Asking Customers25:35 Text Message Marketing Insights28:25 Advice for Young Entrepreneurs31:53 Wrapping Up and Resources33:29 Rapid Fire Questions39:49 Final Thoughts and FarewellConnect with Jason OnlineJason on LinkedIn: https://www.linkedin.com/in/jasonleighkramer/Website: https://afterthelead.comFor more Construction Disruption, listen on Apple Podcasts or YouTubeConnect with us on Facebook, Instagram, or LinkedInThis episode was produced by Isaiah Industries, Inc.Construction Disruption was recently featured in this 15 Best Podcasts for Contractors list!This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrpChartable - https://chartable.com/privacy

Our topic for today is one of the most critical, yet often overlooked, aspects of solopreneur success: and that is lead nurturing. As a solopreneur, your leads are more than just names on a list—they're potential partners, loyal clients, and future advocates for your brand. But here's the thing: if you're not actively nurturing those connections, you're missing out on the full potential of your network and the lasting relationships that can help take your business further.In this episode, Joe and Carly quickly discuss all of this and quick wins to start nurturing those leads today. So, grab a coffee, get comfortable, and let's talk about how you can start building a community around your business—one thoughtful interaction at a time.Being a solopreneur is awesome but it's not easy. It's hard to get noticed. Most business advice is for bigger companies, and you're all alone...until now. LifeStarr's SoloSuite Intro gives you free education, community, and tools to build a thriving one-person business.  So, if you are lacking direction, having a hard time generating leads, or are having trouble keeping up with everything you have to do, or even just lonely running a company of one, be sure to check out SoloSuite Intro!Access SoloSuite Intro

I sit down with the Founder of Cultivize, Jason Kramer, to dive into how effective lead nurturing and customer relationship management (CRM) can help you convert prospective buyers into customers. What You'll Discover In This Episode: ✔ What A CRM Really Is ✔ The 4 Components of A CRM ✔ Strategies For Lead Nurturing ✔ The Importance Of Connectivity To Your Website ✔ What Type Of ROI A Business Owner Can Expect ✔ The Factors To Consider When You're Buying Business Software ✔ How CRMs Can Help You Determine The Strength Of Leads ✔ What To Get In Writing Before You Choose A CRM ✔ What Amber Did To Hack The System ✔ So Much More! To access resources and links from this episode, click on https://AmberDeLaGarza.com/351   P.S. Want to discover what's most holding you back in business and receive a personalized playlist to help you overcome those specific challenges? It only takes a few minutes to take the Next Level Business Owner Quiz and get on the path of taking your leadership and business to the next level!  And… If you want help managing your time, creating efficiency, making a new hire, reducing the stress and overwhelm of running a business, or making strategic decisions that will help you level up your business, I'd like to talk to you. Let's discuss how we can partner together to help you get unstuck, reduce stress, and determine a clear path to increased profits! Schedule your Discovery Call  

Unlock the secrets to digital influence with Kim Willis, founder of Persuasion Pursuit and expert in direct response marketing. In this episode, Kim shares his journey from door-to-door sales to mastering LinkedIn, showing how authentic content and relationship-building are the keys to sustainable business success. Learn how to engage meaningfully, nurture prospects, and optimize your LinkedIn profile to build trust and authority. What this episode will do for you: Understand the importance of storytelling and relationship-building in online marketing. Learn how to balance personal engagement with automation on LinkedIn. Discover the "Relax, Disturb, Relieve, Close" framework for effective sales conversations. Explore practical strategies for nurturing leads at the top of the funnel. Gain tips on optimizing your LinkedIn profile for credibility and visibility. Find inspiration to transform content into meaningful business relationships. For a curated transcript and links to free offers and resources discussed, visit the episode page at: https://www.thoughtleadershipstudio.com/B/Podcast/Kim-Willis-on-LinkedIn-Mastery

In this episode of 30 Days to Happiness, I had the pleasure of chatting with Athin Cassiotis, a renowned business growth expert, speaker, and host of The Business Growth Show. We explored the power of discipline, mindset, and habit formation in reaching both personal and professional goals. Athin shared his unique insights on using NLP (neuro-linguistic programming) in sales and marketing to understand behavior, overcome limiting beliefs, and build a resilient mindset. Together, we unpacked the idea of happiness as an internal choice and discussed the balance of growth and freedom.Who is Athin Cassiotis?Athin Cassiotis is a business growth expert with over 1,000 clients in 10+ countries, ranging from large corporations like Kmart and Target to innovative entrepreneurs. He's also an NLP Master Practitioner and host of The Business Growth Show, where he interviews successful entrepreneurs and public figures. With a background in strategic management and entrepreneurship, Athin is passionate about helping business owners build profitable, sustainable businesses while achieving personal freedom.What You'll Learn in This Episode:Mindset and Discipline: Athin shares strategies for building a disciplined mindset to fuel both personal and professional growth.Sales and NLP Tactics: Discover how NLP can enhance your sales process by helping you understand client behavior and effectively communicate.AI in Marketing and Sales: Learn how to use AI for analyzing sales calls, enhancing marketing strategies, and streamlining business processes.Defining Happiness as a Choice: We discuss happiness as an internal journey, grounded in self-awareness and personal values.Lead Nurturing and Business Growth: Get tips on nurturing leads, focusing on revenue-generating activities, and strategically scaling your business.Tune in to learn from Athin's insights on growth, discipline, and happiness as we dive into actionable steps for lasting success in both business and life.You can follow and connect with Athin here: Linkedin Website Instagram Free & Fun BonusesGet all my proven and FREE ONE hour work day daily and weekly planning templates to 10 x your productivity and focus! HERE Follow Holly on Instagram & 30 Days To Happiness Join the Happiness Formula community to get the formula to building a life and business you LOVE HERE 

In this conversation, Mike Arce and Michael Friedman discuss how to maximize ad spend in digital advertising. They emphasize the importance of having a strong organic content strategy before diving into paid ads. They also discuss the need to create a full-funnel strategy, including brand awareness and lead generation, and the importance of engaging and nurturing leads. They highlight the value of using AI tools to support lead follow-up and qualification. Additionally, they discuss the significance of improving contact rates, booking rates, and show rates to maximize the value of each lead. They also stress the importance of asking for referrals at the point of sale to further increase customer acquisition. Overall, the conversation provides valuable insights and strategies for getting the most out of every dollar spent on paid ads.   GYM OWNERS Schedule your FREE strategy call with us today! https://www.loudrumor.com/discover Follow Us: Loud Rumor - Where the Best Gyms Go to Grow Podcast: https://open.spotify.com/show/3cPe6eMT4uOGLh54QZSpdB?si=de58729d076e4699 Facebook: https://facebook.com/boom.loudrumor/ Instagram: https://instagram.com/loudrumor/ TikTok: https://www.tiktok.com/@loudrumor LinkedIn: https://www.linkedin.com/company/loud-rumor Web: https://loudrumor.com/reviews    

We're back with Scratch after the long summer break! For our first episode after the break, we're thrilled to sit down with Andrew Davies, the CMO of Paddle, a leading payment infrastructure provider designed specifically for SaaS companies. Paddle takes care of the tricky stuff—payments, taxes, subscriptions—essentially all the payment logistics, so businesses can focus on what really matters: growth. In our conversation, Andrew dives deep into the art of building a brand-led B2B business and tells us why long-term brand investment is key to true marketing efficiency. One of the key takeaways from this episode is Andrew's insight on how B2B marketers can learn from B2C and lifestyle brands by focusing on people, not just businesses. We also discuss the challenges in educating boards and CEOs about modern marketing approaches, the importance of long-term brand investment, and the evolving role of CMOs as commercial operators. Another recurring theme from this episode (something that we've heard quite a few times now) is the importance of understanding the broader business ecosystem and speaking the language of top business leaders. We also touch on overlooked growth opportunities, the evolving role of CMOs, and how critical it is to align your team on messaging and the overall brand story. If you work for or own a B2B brand, then this episode is for you!Watch the video version of this podcast on Youtube ▶️: https://youtu.be/Jv422AbPnP4          

This week our host Brandi Starr is joined by Jason Kramer, Founder of Cultivise, a consulting firm specializing in B2B lead nurturing strategies and technology. Meet Jason Kramer, a seasoned expert who has identified and bridged revenue gaps in marketing and sales funnels for businesses of all sizes. Through his innovative work at Cultivise, Jason empowers companies to connect prospect and customer data with marketing campaigns and sales activities, driving better quality leads and substantial revenue growth. In this episode of Revenue Rehab, Brandi and Jason dive into the challenge of cleaning dirty data, aligning technology with business goals, and the importance of holistic reflection on marketing efforts. Discover actionable strategies to nurture leads effectively, harness the power of CRM, and boost your team's productivity by leveraging the right technology. Whether you're struggling with data chaos or looking for ways to enhance your sales and marketing connectivity, this episode promises invaluable insights.  Bullet Points of Key Topics + Chapter Markers: Topic #1: The Challenge of Dirty Data in Business Processes [08:22] “Cleaning data is like convincing your child to clean their room,” Jason Kramer explains. “It's not glamorous, but it's essential. You can't just fix one corner and expect everything to be perfect. It's a continual commitment to maintaining a clean state, and this process needs to be holistic.” Topic #2: Evaluating Marketing Channel Effectiveness [17:45] “A key part of successful marketing is tracking and attributing where your best leads come from,” Brandi Starr comments. “If you're able to predict which channels generate the most revenue, you can tailor your future investments efficiently.” Jason Kramer builds on this, “We used QR codes to track lead origins and found that Facebook leads were less effective because we couldn't connect with them reliably. This insight told us we needed to tweak our approach.” Topic #3: The Gap in Lead Nurturing [23:14] “Companies often treat marketing and sales as separate silos,” Jason Kramer notes. “Marketing qualified leads (MQL) and sales qualified leads (SQL) are concepts that emphasize the importance of handoffs between teams, yet many companies fail to nurture leads who aren't ready to buy yet. A systematic nurturing process, like email sequences and education, can increase conversion rates by 63%.”  So, What's the One Thing You Can Do Today? Jason's 'One Thing' is to start with a technology inventory. "Begin by taking a comprehensive inventory of the technology and software that you currently use within your sales and marketing teams. Identify what's being utilized effectively and what's not, and then consider the integration points between these tools. This will help you free up budget, ensure alignment with your business goals, and streamline your data flow. Remember, the right technology should support your strategy, not define it. By taking this first step, you'll lay the groundwork for better lead nurturing and ultimately, drive revenue growth." Take this actionable step to create a clear and organized snapshot of your current technology landscape, which will help in making informed decisions moving forward. Buzzword Banishment: Jason Kramer's Buzzword to Banish is "synergy." He wants to banish it because, as he explains, “It's become this catch-all word that, frankly, presents more confusion than clarity. Companies throw it around without really understanding or explaining what it truly means in their specific context. Instead of driving alignment, the term often ends up muddling communication.” Links: Get in touch on: LinkedIn Facebook YouTube 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 

Are you struggling to stay top of mind with your real estate clients? Luke Acree shares the importance of lead nurturing and reveals his three pillars of successful marketing campaigns: frequency, impact, and trust. He explains the necessity of maintaining multiple touchpoints across various channels and underscores the significance of educational, entertaining, and endearing content in building client trust and engagement. Luke provides practical tips, such as sending personalized video messages, hosting client events, and forming partnerships with complementary businesses. He also highlights how his company, ReminderMedia, offers automated marketing solutions to keep real estate agents connected with their database. Tune in to learn how to enhance your lead nurturing strategy! Links: Follow Luke Acree on Instagram Visit Luke Acree's Website - ReminderMedia Follow Aaron Amuchastegui on Instagram Learn More About Shelby and Five Pillars Nation Get Hundreds of FREE Real Estate Tools From the Toolbox Join the 2025 Real Estate Rockstars Mastermind!

In this episode, CCN Director of Member & Partner Experience Drew Barto talks with Renoworks Contractor Channel Partner Manager Jenni McMorran. The discussion is centered around employing effective email campaigns that result in booking more appointments and closing more sales. You will learn best practices for capturing email addresses, creating unique email messages for leads at different stages of the buying cycle, which types of emails are most likely to generate responses from homeowners, and how busy contractors can automate their email marketing process to ensure it gets done regularly. This episode is perfect for contractors who are looking for ways to generate low-cost leads. Contact Renoworks here!

Zach Hesterberg is the founder of Hesterberg Consulting, a marketing & consulting firm helping professional service providers use advertising, marketing funnels and ai to book more sales appointments and predictably scale their business.Join us for an exciting conversation with Zach Hesterberg as he shares his insights on simple hacks to convert ads to appointments, AI appointment setter workflows, and the future of AI in sales.Takeaways:Use specific ad copy for qualified leads.AI tools like WooSender book more appointments.Targeted form questions filter leads.Connect with Zach HesterbergFacebook | InstagramWebsite: www.hesterbergconsulting.comTimestamps:00:00 Wake up early to increase productivity.03:24 Targeted ads focus on specific copywriting tactics.08:41 Qualifying questions ensure financial suitability for services.12:01 Automated sales team calendar and lead management.15:10 Platform consistently drives higher bookings due to conversational approach.17:58 Limitations in program prevent desired customization options.22:40 Efficient, seamless processes for campaign workflows.23:21 Send data to multiple platforms for safety._____________________________________________

Chat Marketing Strategies For Lead Nurturing To Supersize Your Business! Pop in here every day for a dose of different business building perspective: https://facebook.com/supersizebusiness #supersizeyourbusiness #supersizebusinessstrategy #chatmarketingstrategiesforleadnurturing

What's SHE Up To Now Day 2345? Relationship Growth, Give To Get, Chat And Lead Nurturing! Drop in to get the real scoop--the good, the bad, the ugly, the truth (well my truth anyway). https://facebook.com/beme2thrive #relationshipgrowth #chatmarketingstrategiesforleadnurturing #givetoget

Looking for the best CRM for service-based businesses looking to grow their audience and make more sales? BOOST CRM & Business Suite is the ideal solution! Find out more at https://myboostcrm.com/ VITAZA Digital City: Fort Lauderdale Address: 401 East Las Olas Boulevard Website: https://vitazadigital.com/ Phone: +1-954-228-3053 Email: info@vitazadigital.com

https://youtu.be/dCGWnRrPYHI Dustin Bogle, the CEO of Gym Reinforcements, a company that helps gym owners hire, recruit, and train high-level virtual assistants so that gyms can create the impact they were destined to make. We explore how Dustin's system supports gym and business owners, focusing on strategic lead nurturing with platforms like GoHighLevel, while also offering advice on recruiting skilled virtual assistants in the Philippines and optimizing online ads for engagement. --- Lead Nurturing Masterclass with Dustin Bogle Good day, dear listeners, Steve Preda here with the Management Blueprint Podcast and my guest today is Dustin Bogle, the CEO of Gym Reinforcements, a company that helps gym owners hire, recruit, and train high-level virtual assistants so that gyms can create the impact they were destined to make in the first place. Dustin, welcome to the show. Thank you for having me. I'm excited to be here, Steve, and hope I can add as much value as possible to the audience, man, so let's do it. Well, hope is not a strategy. I think we've got some good plans here, and we're just going to follow them. I agree. So let's start with how you got into this business, because, kind of no pun intended, but it boggles my mind that someone would get into business to help their competitors. How did you come up with this idea of helping other gym owners and what was that idea? Yeah, so quick little back story. I've been in fitness 20 years and I've been a gym owner for 12 years and across that time, I went to a lot of events and I started really networking with a lot of gym owners. We'd get on calls, we'd swap stories and the number one issue that I heard many of them say was around this lead generation problem. That I can't get enough leads, I can't get enough buyers, and this is a major pain point. And I knew because I was in the trenches with them. And so, yeah, to your point, could I just keep focusing on my gyms and not really helping them? But I don't know, almost that thought process was foreign to me. So I'm a pretty optimistic team, like I guess you could call it kumbaya type of guy, like we'll all be friends, everything will be all right. And then it's only once you get into the battle with people, you find out they had a different way that they wanted to do things, or they didn't think it would go this way. And then, you know, the rubber meets the road. And so, it was one of those things that like, I just got into fitness because I enjoy helping people. I never, you know, yes, I want to make money. I want to provide for my family, but like I just thoroughly get joy from helping people, whether I'll get something from it or not. So I'd take calls with a lot of owners and just give advice, and that's it, so we're done. It's like, yeah, just no ulterior motive, just want to help you out. And so, obviously, at some point, we gotta charge because we have bills to pay. And so the reason for wanting to help other gym owners is because that was my knack. I was always good at marketing. After many years of doing the coaching on the floor, I started to fall out of love with it, and I really just wanted to learn more and more about business. And so I started to just see that marketing and sales is what drives every business, not just mine, every business. Like that is the lifeblood that, you know, keeps the machine going. And so I was like, okay, I'm good at that. It's very important. I can charge a fair amount of money. Like all the boxes are checked. I'm going to go all in on that. That's great. So, you basically elevated yourself from just running your gym or even more so from helping people with their fitness and figuring out what kind of exercises and diets work for them and got into helping other business owners. And one of the areas that you highlighted was really this idea of the follow-up and how important that is and why it falls through the cracks. So can you talk a little bit about why that is important,

Crea tu tienda online sin complicaciones para empresas de todos los tamaños con Bigcommerce. https://www.bigcommerce.es/ Ya en su momento hablamos del concepto del Lead Nurturing y de los beneficios que puede aportar para tu ecommerce en el podcast 88, y en este episodio tan cercano al número 300 aprovecho para ir un paso más allá y contarte diferentes técnicas y tácticas para optimizar el proceso del Lead Nurturing en tu tienda online. Hablamos de las tres fases del embudo de conversión, del TOFU, del MOFU y del BOFU, y de cómo adoptar los mensajes a cada una de esas fases en el proceso de compra. Porque el Lead Nurturing no es sólo mandar mails automatizados, por ello te comparto una serie de puntos que pueden ayudar a calificar, comunicar y acercar más a los usuarios para que compren en tu tienda online. Newsletter: https://ecosistemaecommerce.com/newsletter/ Web: https://ecosistemaecommerce.com/ Linkedin: https://www.linkedin.com/in/javierlopezrod/ Facebook: https://www.facebook.com/people/Ecosistema-Ecommerce/61550625909016/ Twitter: https://twitter.com/ecosistemaecomm Tik Tok: https://www.tiktok.com/@ecosistemaecommerce Instagram: https://www.instagram.com/ecosistemaecommerce/ Youtube: https://www.youtube.com/channel/UCE2zroaDzTVZRwNOh5Ma9cg

Dustin Bogle, the CEO of Gym Reinforcements, a company that helps gym owners hire, recruit, and train high-level virtual assistants so that gyms can create the impact they were destined to make.   We explore how Dustin's system supports gym and business owners, focusing on strategic lead nurturing with platforms like GoHighLevel, while also offering advice on recruiting skilled virtual assistants in the Philippines and optimizing online ads for engagement.   (0:38) Dustin's entrepreneurial journey (3:25) The Fortune Follow-Up System  (12:46) Finding sales talent in the Philippines (20:36) Utilizing GoHighLevel for leads (23:23) What Dustin is working on now   Links and Resources Dustin's LinkedIn Free Call With Dustin Dustin's Book: Reinforce Your Gym Explore Steve Preda Business Growth tech https://stevepreda.com/business-growth-tech/ Follow video shorts of current and past episodes on LinkedIn https://www.linkedin.com/company/stevepreda-com/ Management Blueprint Podcast on Youtube https://bit.ly/MBPodcastPlaylistYT  Steve Preda's books on Amazon https://www.amazon.com/stores/author/B08XPTF4ST/allbooks 

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.  

Discover the secrets to successful digital marketing in this Amplify! podcast discussion with David Toth of Winding River Consulting. He talks about the profound transformation in lead generation driven by the shift to digital platforms and highlights success stories where clients secured substantial deals originating from online interactions. There is untapped potential for digital marketing in accounting and he's sharing tips to help firms maximize the impact of their digital marketing efforts.   For more Amplify episodes and to find out more about the Assocation for Accounting Marketing visit  https://accountingmarketing.org/category/amplify/.   Guest: https://www.linkedin.com/in/davidmtoth/ | windingriverconsulting.com Host: https://www.linkedin.com/in/chris-camara/ | https://insidepublicaccounting.com/

Guest: Jason Kramer   Guest Bio: Jason Kramer is the founder of Cultivize, a consulting firm that specializes in B2B lead nurturing strategies and technology. With 15 years of experience running a creative agency, Jason identified revenue gaps in marketing and sales funnels for distributors, service providers, marketing agencies and manufacturers. He launched Cultivize to provide customized solutions and empower businesses to connect prospect and customer data with marketing campaigns and sales team activities. When not strategizing in CRM, he enjoys family time with his wife, two kids, and two dogs in their lively New York home.   Guest Links: For any of the resources mentioned in this podcast and to connect with Jason, listeners can visit the following link: https://cultivize.com/salesology     About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts.  Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. Watch the demo of the Salesology® Prospecting Method, A Simple, 3-Step Method That, On Average, Increases Qualified Appointments & Sales By 73%. If you are a business owner or sales manager with an underperforming sales team, let's talk. Click here to schedule a time. Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Twitter and check out our website at  http://www.gosalesology.com

Welcome back to "Accelerate Your Business Growth," I'm your host, Diane Helbig. Today, we're diving into the heart of sales strategy with Jason Kramer, founder of Cultivise, who brings a wealth of experience in B2B lead nurturing strategies. We're exploring the delicate balance between automation and authenticity in sales outreach. Jason unpacks how CRM systems can script our sales processes without sacrificing the personal touch that clients crave. We discuss the power of segmenting contact lists and the use of AI and dynamic content in email marketing to engage customers more effectively. Plus, Jason shares his insights on using data to tailor messages to customer needs and preferences, the benefits of re-engaging past customers, and the crucial elements of a successful sales and CRM playbook. Join us as we uncover the true value of nurturing leads versus merely generating them, the art of being helpful rather than pushy, and how to employ technology as an assistant without losing your unique voice. Whether it's learning to effectively utilize AI in creating content, or understanding the importance of personal interaction for providing value, this episode is packed with strategies designed to keep your company top of mind for customers. Jason Kramer founded Cultivize, a consulting firm that specializes in B2B lead nurturing strategies and technology, after identifying revenue gaps in marketing and sales funnels for his B2B clients while running his own creative agency for 15 years. Be sure to visit this link to access resources and the playbook Jason shares. If you are a small business owner or salesperson who struggles with getting the sales results you are looking for, get your copy of Succeed Without Selling today. Learn the importance of Always Be Curious. Accelerate Your Business Growth is proud to be included on the list of the 45 Best Business Growth Podcasts. Each episode of this podcast provides insights and education around topics that are important to you as a business owner or leader. The content comes from people who are experts in their fields and who are interested in helping you be more successful. Whether it's sales challenges, leadership issues, hiring and talent struggles, marketing, seo, branding, time management, customer service, communication, podcasting, social media, cashflow, or publishing, the best and the brightest join the host, Diane Helbig, for a casual conversation. Discover programs, webinars, services, books, and other podcasts you can tap into for fresh ideas. Be sure to subscribe so you never miss an episode and visit Helbig Enterprises to explore the many ways Diane can help you improve your business outcomes and results.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, our host Kerry Guard is joined by Miad Moussawi, the VP of Marketing at Synsaber, as they delve into the dynamic world of tech marketing.  With over 17 years of industry experience, Miad shares insights into product alignment, the significance of flexible marketing efforts, and the pivotal role of customer feedback in shaping successful marketing strategies. From discussing the evolving cybersecurity industry to navigating the complexities of CRM systems and collaboration between marketing and sales teams, Miad's expertise offers a treasure trove of knowledge for tech marketers. Synsaber Miad Moussawi on LinkedIn Full transcript on MKG Marketing

The ISA. The inside sales agent. The “keeper of the leads.” Travis Halverson is “just an ISA” in the very best way. He coaches and consults on the ISA function with Cheplak Digital and EZ Home Search. For years, he served in ISA and inside sales leadership roles with Keller Williams Oak and Ocean Group and the Anderson Hicks Group. In this conversation, Travis shares a step-by-step process you can use today as a solo agent, team, or brokerage to find missed sales opportunities in your database. He also speaks to the three keys to success in engaging people: speed to lead, speed to response, and speed to relationship.Listen to this episode of Team OS with Travis for insights into:0:00 Intro and welcome2:00 Self-accountability and team accountability3:30 Staring his career taking calls in a DirecTV call center, then setting up call centers and training staff in Cost Rica and El Salvador6:45 Overcoming the negative stereotypes about call centers and high-volume outreach, as well as the stereotype of the ISA role as a "stepping stone" role11:20 The importance of framing the ISA position as a sales position (plus a fun, little hack to stay motivated)14:58 Speed to lead and the reason NOT to call immediately17:04 Speed to response and the idea of too much automation21:18 Speed to relationship and the importance of connecting deeper than surface level before anyone else23:30 AI as another point of leverage for agents and for ISAs27:10 Why your database size tells you whether and when to hire an ISA or an ISA team (and the risk of lead exhaustion if you miscalculate)32:25 A step-by-step process for any agent, ISA, or team to organize a database to create sales opportunities you've missed36:45 Tips for solo agents who need to prospect on their own - without an ISA39:15 Balancing quality and quantity in outreach - and automating the WAY you follow up and the WAY you work (rather than automating the follow up itself)43:47 How timeline and motivation should inform client handoffs between ISAs and agents49:00 What a team leader should look for (and avoid) when hiring an ISA52:05 Why every agent should spend a little time in the ISA seat53:35 At the end, hear about the Anderson Hicks team in Idaho Falls, a traveling coin collection, podcast apps as search engines, and the benefits of a balanced relationship.Connect with Travis Halverson:- https://www.facebook.com/travis.j.halverson/- https://www.instagram.com/travishalversonnnLearn more about Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos

If there's one thing that fitpros need to remember, it's this. Because this one thing determines how long you'll stay in the game and how successful you're going to be. This is a marathon. Not a sprint. (more like 10 marathons back to back to back)In this episode, I'm sharing 10 things you can do to build loyal fans who, if you're patient and execute right, will become die hard customers. BOOK A FREE 15-MINUTE CONSULTATION CALL TO START, GROW OR SCALE YOUR ONLINE FITNESS BUSINESShttps://vincedelmonte.ca/pccall

A successful lead nurturing strategy focuses on your marketing and communication efforts by listening to the needs of prospects and providing the information that answers their needs. https://podcasters.spotify.com/pod/show/mlmtrigger/episodes/The-Art-And-Science-Of-Lead-Nurturing-e2aggpo

In this episode, our experts in higher education marketing share their insights on how getting beyond email into a dynamic, multichannel lead nurturing effort can make a huge impact on your enrollment rates. Key insights from the episode:You want to be where your students are. Test into channels like social, video, and text messaging.Personalized experiences are crucial. Use segmentation and personalization tools to cater to unique buyer challenges and needs.Have clear goals for success, but know what bad performance looks like, too. You'll know when to pull the plug. Marketing is not a lone wolf. Build consensus with your admissions teams and agency partners to avoid any missteps. Don't set it and forget it with your lead nurturing campaigns. You're probably leaving enrollments - and long term relationships with great students - on the table. 

Register For Our FREE Credit Repair Business Masterclass!Most new Credit Heroes think that getting more leads is the key to success. But it's not quite like that. You see, while all leads are valuable, not all leads are equal. If you're not careful, you will waste a lot of time, energy, and money on the wrong ones. And the ones who would make you a lot of money will completely pass you by! Focusing on quality leads is the key to success for your credit repair business. That's why today, I explain exactly how to find them, what makes them so special, and what you have to do to convert them. These tips will take your credit repair business to the next level, so you better stick around! Key Takeaways:Intro (00:00)Quality Over Quantity (00:58)The 2 Types of Credit Repair Leads (03:14)How to Warm Up Cold Leads  (04:44)The Secret to Success: Hot Leads (05:47)How to Identify Hot Leads (06:24)How to Differentiate Between Hot and Cold Leads (07:32)My Final Point (10:11)Credit Hero Score (10:31)Community Spotlight (10:56) Outro (11:42)Additional Resources:- Get a free trial to Credit Repair Cloud- Get my free credit repair training  - TOP 5 Credit Repair Affiliates!Make sure to subscribe so you stay up to date with our latest episodes.

Welcome to Episode 439 of The Shift Show podcast. Today, we delve into the world of Authentic Lead Nurturing with the experienced Katie Soy. If you are keen on building a scalable business model, this episode is curated just for you. Lead nurturing stands as a blend of art and science, and Katie Soy is a maestro in it. She sheds light on cultivating a nurturing marketing approach, enrolling the right team, and utilizing evergreen sales tactics to erect a scalable business. What You'll Discover in This Episode The Essence of Lead Nurturing Submerge into the intricacies of lead nurturing with Katie Soy. Learn how to metamorphose cold leads into loyal customers through effective lead nurturing strategies. This segment centers on nurturing marketing and email nurture campaigns that can help boost your revenue. Building a Scalable Business Model The key to a thriving business lies in scalability. Katie Soy elucidates how to create a scalable business model, from recruiting a team to implementing evergreen sales strategies. Take this as an opportunity to start your own business journey on the right foot. Mastering Evergreen Sales Katie accentuates the importance of evergreen sales in devising a sustainable business model. Discover the role of evergreen sales in lead nurturing and how to incorporate them into your strategy. Tap into the power of evergreen sales now for continuous business growth. Decoding Lead Nurturing with Katie Soy: A Valuable Finale Recognizing the importance of lead nurturing and integrating it into your business model is a paradigm shift. With Katie Soy's insights, you're equipped to navigate the terrain of lead nurturing, creating a scalable business, and mastering evergreen sales. Now it's your turn to put these theories into action! Tune into the full podcast and tap into Katie Soy's profound knowledge. If this episode resonates with you, make sure to subscribe to The Shift Show podcast for more expert insights. For additional resources, don't miss out on Katie's Free Brand Storytelling Guide, a golden opportunity to elevate your brand's narrative. Also, explore more of Katie's insights and offerings like storytelling coaching intensives.  Continue nurturing your entrepreneurial spirit, keep growing, and stay tuned for our next episode. Happy listening!