Podcasts about mid market

The CPG Guys are joined in this episode by Sam Bevan, Global Director, Mid-Market, SMB & Global Expansion at Spotify, the most popular global audio streaming service with 365m users, including 165m subscribers across 178 markets.Follow Sam on LinkedIn at: https://www.linkedin.com/in/samuelbevan/Follow Spotify Ads online at: https://ads.spotify.com/You've built SMB and mid-market advertising businesses at Google, Facebook, and Snap before landing at Spotify. What drew you to audio as the next frontier — and why now?Your current remit spans emerging and scaled business, mid-market, SMB, customer success, and market expansion globally.  That's a massive scope. How do you think about prioritization when everything is simultaneously “on”?CPG brands have historically been heavy TV and display spenders. What's the honest conversation you have with a CMO who still sees audio as a “nice to have” rather than a core channel?Spotify has stated that audio ads on the platform are two times more effective than display ads for both purchase intent and information intent. How does that data land with CPG performance marketers who are laser-focused on ROAS and attribution?Retail media has exploded as a category because of purchase-signal data. Spotify sits outside the transactional data loop — how do you make the case that listening behavior is a proxy for buying behavior?We talk a lot on this show about the “commerce moment” — the point where brand intent converts to purchase. How is Spotify thinking about bridging the gap between audio impression and point of sale?You joined Spotify from Snapchat, where you led SMB sales, having also held SMB-focused roles at Facebook and Google. What's the universal truth about selling advertising to scaled and emerging businesses — regardless of platform?You described 2025 as a “breakout year” for Spotify's emerging and scaled business, driven by rapid adoption of Ads Manager and Ad Exchange. For CPG brands that haven't yet leaned in — what are they leaving on the table?Agentic AI and programmatic buying are reshaping how media gets planned and purchased. What does Spotify's ad exchange strategy look like in a world where AI agents may soon be making the media buys?We're here at Cannes Lions, the festival of creativity. Spotify sits at the intersection of culture, creativity, and commerce. How do you think about Spotify's role in helping CPG brands show up more culturally — not just commercially?What's one thing CPG brand teams consistently get wrong when they approach audio creative — and how should they fix it?Final question: if you could wave a wand and change one thing about how the advertising industry thinks about audio and Spotify specifically, what would it be?CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.

Watch a team lose and you can usually list ten things that went wrong. Fixing all ten feels like the responsible thing to do, and it's often the reason nothing changes. Ray breaks down what happened when his son's 10-year-old basketball team got massacred in the first round of a tournament, and how their coach turned them around in two days by ignoring almost the entire list and drilling one thing — using a rope, not a whiteboard. The same discipline separates sales coaching that sticks from sales coaching that gets nodded at and forgotten.What You'll Learn in This EpisodeWhy a list of ten fixable problems usually produces zero real improvement.What a youth basketball coach did with a rope that no amount of explaining could accomplish.How to find the single change that makes everything else on the list easier or unnecessary.Why drilling one thing until it's permanently installed beats covering everything once.What happens when a coaching session ends with ten action items instead of one.How compounding one improvement at a time produces outsized returns on a person and a business.//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

You can make a perfectly logical case for almost any belief you already hold—which makes it difficult to recognize when the belief itself is driving the problem. Ray sits down with psychologist and author Owen Fitzpatrick to explore how “inner propaganda” shapes the way business owners interpret information, make decisions, lead people, and define what they believe they're capable of.What You'll Learn in This EpisodeHow your brain can build narratives that feel like objective reality.Why intelligent people can become exceptionally good at defending beliefs that aren't serving them.How to identify beliefs that may be limiting your business without realizing it.Why asking “How is this belief working for me?” can be more useful than asking whether it is simply true.How identity influences decisions around sales, leadership, and entrepreneurship.How changing the story you tell yourself can open up a more useful way of operating.//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

A full pipeline feels like good news—until you realize you have no idea why it happened. Ray uses a conversation with an MSP seller to make the case that sales should be treated as a system: when the output changes, something upstream changed with it.What You'll Learn in This EpisodeWhy a good quarter you can't explain is the same management problem as a bad quarter you blame on the market.How to think about sales as inputs, process, output, and feedback.Why changes in pipeline should trigger investigation rather than celebration alone.How marketing and outbound sales function as R&D when they're measured over time.Why tracking what drives results gives sales leaders more control over future performance.How to move from explaining quarters after the fact to understanding what is driving them.//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Mentors, consultants, and AI can give you better information, but they cannot make the decisions that depend on your goals and context. Ray argues that repeatedly outsourcing the thinking itself can weaken your intuition—and that the better use of outside expertise is to form your own hypothesis first, then invite someone else to challenge it.What You'll Learn in This EpisodeWhy knowing what to do is often not the real problem.What outside expertise can tell you—and what it cannot know about your business.Why your goals and context make some decisions impossible for an advisor to make for you.How to use advisors without becoming dependent on their answers.Why forming your own hypothesis before asking for advice protects your judgment.How AI makes information cheaper while making independent judgment more important.//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Welcome to the CanadianSME Small Business Podcast, hosted by Kripa Anand. As businesses grow, scattered HR systems can quietly create compliance risks, payroll errors, and operational bottlenecks. Today, we explore how Canadian companies can simplify workforce management through smarter HR technology. Joining us is Ugo Roik, Senior Account Executive at Folks HR. With deep expertise in human capital technology and software strategy, Ugo helps Canadian organizations replace fragmented HR platforms with unified, compliant solutions built for modern workplaces. Folks is a bilingual Canadian HR platform that brings recruiting, employee records, performance management and payroll into one simple system for growing SMBs. Key Highlights: 1) HR Technology Choices: Avoiding common mistakes when selecting workforce management platforms. 2) Scaling Challenges: How fragmented tools impact businesses growing beyond 50 employees. 3) Adoption Barriers: Why HR systems fail and how organizations can improve usage. 4) Data Protection: The importance of domestic hosting for sensitive employee records. 5) HR Efficiency Audits: Practical steps to improve payroll and workforce operations. Special Thanks to Our Partners: UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA ADP Canada: https://www.adp.ca/en.aspx For more expert insights, visit https://canadiansme.ca/ and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age! To learn more about how we are supporting the ecosystem, please visit the CanadianSME Small Business Foundation at https://smbfoundation.ca/. Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

Benson Chidester has seen thousands of businesses up close—from his early days at Elite CEOs to running sales at Acquisition.com. In this conversation, he breaks down the stages businesses move through as they scale, including the bottlenecks that show up at each stage and why the problem you're facing may be less unique than you think.What You'll Learn in This EpisodeThe four client archetypes Benson sees repeatedly.How the bottleneck changes as a business moves through different stages of growth.Why only a portion of businesses actually implement what they learn.When it makes sense to separate setter and closer roles.The one-minute filter Benson uses to evaluate salespeople.//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

When work gets demanding, you feel guilty about your family. When you pull back from work, you feel guilty about your clients and team. Ray explores why this cycle keeps founders and operators feeling like they're failing on both sides—and why the answer isn't finding the perfect daily split.What You'll Learn in This EpisodeWhy guilt at work and guilt at home tend to reinforce each other.How the surfing analogy helps you recognize what season you're actually in.Why continuing to paddle after you've caught the wave can create unnecessary problems.How trying to divide every day evenly can leave you mentally absent in both places.The zoom-out test Ray uses to evaluate work and family across a longer period.Why sometimes the highest-value thing you can do for the business is leave it alone.//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Complaining can feel like a release, but Ray argues that repeatedly giving voice to frustration can reinforce the very position you're trying to escape. This episode examines what complaining costs you, from the energy it takes away from solving the problem to the effect a persistent complaining habit can have on the people around you.What You'll Learn in This EpisodeWhy venting can reinforce frustration instead of releasing it.The three ways complaining compounds against you: lost energy, unchanged behavior, and damaged relationships.Why complaining directly to someone rarely changes their behavior.How a persistent complaining habit can eventually filter useful people out of your circle.The difference between accepting reality and pretending you like it.Why changing the words you say out loud can change how you respond to a situation.//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Welcome to the CanadianSME Small Business Podcast hosted by Maheen Bari, where we explore strategies for mid-market business growth and exits. Today, we focus on navigating mergers and acquisitions with preparation, valuation, and execution in mind. Joining us is Andrew Kemper, Partner at Capital West Partners, a Chartered Professional Accountant and Chartered Business Valuator. Andrew has guided over 40 transactions exceeding $4 billion and mentors founders on successful exits. Key Highlights M&A Trends & Valuations: Canadian business owners must understand shifting mid-market deal dynamics. Preparation for Market: Founders need clear documentation and process readiness before going to market. Operational Value Drivers: Strengthened operations increase appeal and valuation to buyers. Lessons from 20 Years: Experience separates successful sales from deals that fail. Early Transition Planning: Preparing successors and exit strategy early protects long-term value. Special Thanks to Our Partners: UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA ADP Canada: https://www.adp.ca/en.aspx For more expert insights, visit https://canadiansme.ca/ and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age! To learn more about how we are supporting the ecosystem, please visit the CanadianSME Small Business Foundation at https://smbfoundation.ca/. Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

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A full calendar can look like discipline, productivity, and control—until something unexpected happens and there is nowhere for it to go. After spending four days running his business from a chair beside a hospital bed, Ray examines the hidden cost of eliminating every open hour: the loss of margin on your time. What You'll Learn in This EpisodeWhy a completely allocated calendar can quietly eliminate your flexibility.How time margin provides the same security, optionality, and head space that financial margin provides.Why time margin can disappear without you noticing until something unexpected lands.Three ways to rebuild it: scheduling below capacity, creating real redundancy, and redesigning your ideal week from a blank calendar.Why automatically filling newly available time with more production can recreate the same problem.//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

A 20% appointment show rate might look like a sales failure—until you understand what came before it. This episode examines why sales systems have to be improved one constraint at a time, and why abandoning the process when the next problem appears can erase the progress you've already made.What You'll Learn in This EpisodeWhy a bad metric can still represent meaningful progress.How sales constraints reveal themselves sequentially as the system improves.Why fixing hiring, training, qualification, show rates, discovery, and closing in the right order matters.How quitting when the next constraint appears can create the false belief that outbound sales doesn't work.//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Eine M&A-Beratung komplett von Null aufzubauen, ist schon in ruhigen Zeiten ein Kraftakt. Ausgerechnet in einer Phase, in der etablierte Boutiquen fusionieren oder ganz aufgeben, ein europaweites Team von über 160 Beratern aus dem Boden zu stampfen, wirft die Frage auf, wie so etwas gelingt und ob der Markt auf einen weiteren Anbieter überhaupt gewartet hat.Mein Gast ist Christian Ramme, Managing Director bei Alvarez & Marsal in München. Mit ihm spreche ich über den Aufbau einer Corporate-Finance-Sparte from scratch, wie die ersten Mandate ohne Track Record entstehen, wie man im hohen Tempo Partner gewinnt, ohne an Qualität zu verlieren, und warum der europäische Software-Markt gerade komplett neu bewertet wird.Wir beleuchten in dieser Episode:wie Christian ins M&A gefunden hat,warum er zwischen Beratung und PE pendelte,wie A&M eine ganze M&A-Sparte von Null aufbaut,wie das Team trotz hohem Tempo seine Qualität hält,warum der Software-Markt gerade komplett neu bewertet wird,und vieles mehr...Viel Spaß beim Hören!***(00:00:00) Intro(00:01:44) Begrüßung & Werdegang(00:08:50) ProSieben & Seven Ventures(00:11:59) Zurück auf die Beraterseite(00:15:08) Aufbau bei KPMG(00:20:31) Wechsel zu Tenzing(00:23:48) Market Making in Deutschland(00:29:08) Von Tenzing zu A&M(00:31:36) Aufbau der M&A-Einheit bei A&M(00:34:06) Timing des Markteintritts(00:37:27) Industry-first & Teamaufbau(00:40:34) Qualität & Kultur im Wachstum(00:44:50) Wettbewerb im Mid-Market(00:47:41) Synergien zwischen Teams(00:49:52) Bilanz nach erstem Jahr(00:54:25) Software-Markt & Exits(01:00:20) Portfolio-Altlasten(01:04:28) Market Timing(01:09:19) Rule of 40 & Profitabilität(01:12:38) Learnings & größter Fehler***Alle Links zur Folge:Kai Hesselmann auf LinkedIn: https://www.linkedin.com/in/kai-hesselmann-dealcircle/CLOSE THE DEAL auf LinkedIn: https://www.linkedin.com/company/closethedeal-podcastChristian Ramme auf LinkedIn: https://www.linkedin.com/in/cramme/Alvarez & Marshal auf LinkedIn: https://www.linkedin.com/company/alvarez-&-marsal/Website CLOSE THE DEAL: https://dealcircle.com/ClosetheDeal/***DUB.de ist die Plattform für sichere Unternehmensnachfolgen. Schaut vorbei, wenn ihr euer Unternehmen schnell, sicher und kostenfrei zum Verkauf inserieren wollt oder als Käufer auf der Suche nach passenden Deals seid:www.dub.de***Du bist M&A-Berater im Small- oder Midcap-Segment und suchst einen Überblick über alle relevanten Deals? Jetzt schnell den

"I relate it to one of the Wizard of Oz characters... I've seen behind the curtain. I know how it's all put together."What happens when a man who spent nearly five decades inside every corner of the self-funded industry decides his final act is to give the playbook away?My guest this week is Charlie Gragg, a true first-generation veteran of self-funding. Charlie started in the late 1970s underwriting stop-loss cases on napkins from payphone booths, went on to run his own TPA, and has now semi-retired into a role he believes the industry desperately needs: the fiduciary co-pilot.He won't take your broker of record letter; he doesn't want it. Instead, he partners with brokers, consultants, and C-suite executives to build health plans from scratch, the way an owner would.If you're a broker who knows you have a ceiling on your self-funding expertise, this episode is your permission slip to get help. Tune in.Thank you to our 2026 sponsors!ParetoHealth: ParetoHealth empowers midsize employers with a long-term solution to reduce volatility and lower overall health benefits costs. Visit https://www.paretohealth.com/fully-insured-vs-self-funding-with-paretohealth-spencer-podcast/?utm_source=youtube&utm_medium=referral&utm_campaign=SelfFundedwSpencer to learn more.Samaritan Fund: A program that connects those who need help to the support they need. We are proud to offer the Samaritan Fund Program. Visit SamaritanFundProgram.com to learn more.Vālenz Health: We're Vālenz Health, your partner in improving health literacy, reducing plan spend, and delivering high-value healthcare. Visit ValenzHealth.com to learn more.Imagine360: Imagine360 helps self-funded employers save on healthcare with smarter health plans. Cut expenses by 20-30% with custom solutions. Contact us today at Imagine360.com.Chapters:(00:00:00) Intro: Behind the Curtain of Self-Funding(00:00:55) The Fiduciary Co-Pilot: Why Charlie Won't Take Your BOR(00:02:58) Charlie's Background: First-Generation TPA in the Late '70s(00:04:46) Napkin Underwriting and $2,000 Aggregate Stop-Loss(00:06:18) The Two Sales: Selling the Employer AND the Underwriter(00:07:20) Why the TPA Business Is So Hard to Do Right(00:11:27) The Fiduciary TPA: Accountant of the Health Plan(00:13:32) The 401(k) Parallel: Fiduciary Standards Are Coming for Brokers(00:14:43) Building Custom Plans vs. Buying the Box(00:16:25) Stop Haggling Over Stop-Loss — Solve the Claims Instead(00:18:46) Owning Your Stop-Loss Through a Group Captive(00:21:25) The 3-6 Month Setup: Finding Fiduciary Partners First(00:23:34) The One Question to Ask Every TPA(00:26:07) Why PBMs Need the Fiduciary Standard Too(00:28:01) Eating the Elephant: Meeting Employers Where They Are(00:30:56) Winning Over the C-Suite Before the HR Director(00:34:42) Claims Negotiators, Re-Pricers, and the Lost Art of the Phone Call(00:39:11) Do You Still Need a Carrier Network?(00:41:51) The Quality Anomaly: Why the Best Care Costs Less(00:43:34) DRG Bundles and the $20,000 Burn Unit That Never Was(00:46:52) Wellness, Behavioral Health, and the Loyalty Dividend(00:55:31) Building the Utopian Health Plan: The Blueprint(01:01:03) What's Missing? Belief.(01:04:18) The Future: Adoption in the Mid-Market(01:06:33) Closing Thoughts: The System Won't Fix ItselfKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/

"I relate it to one of the Wizard of Oz characters... I've seen behind the curtain. I know how it's all put together."What happens when a man who spent nearly five decades inside every corner of the self-funded industry decides his final act is to give the playbook away?My guest this week is Charlie Gragg, a true first-generation veteran of self-funding. Charlie started in the late 1970s underwriting stop-loss cases on napkins from payphone booths, went on to run his own TPA, and has now semi-retired into a role he believes the industry desperately needs: the fiduciary co-pilot.He won't take your broker of record letter; he doesn't want it. Instead, he partners with brokers, consultants, and C-suite executives to build health plans from scratch, the way an owner would.If you're a broker who knows you have a ceiling on your self-funding expertise, this episode is your permission slip to get help. Tune in.Thank you to our 2026 sponsors!ParetoHealth: ParetoHealth empowers midsize employers with a long-term solution to reduce volatility and lower overall health benefits costs. Visit https://www.paretohealth.com/fully-insured-vs-self-funding-with-paretohealth-spencer-podcast/?utm_source=youtube&utm_medium=referral&utm_campaign=SelfFundedwSpencer to learn more.Samaritan Fund: A program that connects those who need help to the support they need. We are proud to offer the Samaritan Fund Program. Visit SamaritanFundProgram.com to learn more.Vālenz Health: We're Vālenz Health, your partner in improving health literacy, reducing plan spend, and delivering high-value healthcare. Visit ValenzHealth.com to learn more.Imagine360: Imagine360 helps self-funded employers save on healthcare with smarter health plans. Cut expenses by 20-30% with custom solutions. Contact us today at Imagine360.com.Chapters:(00:00:00) Intro: Behind the Curtain of Self-Funding(00:00:55) The Fiduciary Co-Pilot: Why Charlie Won't Take Your BOR(00:02:58) Charlie's Background: First-Generation TPA in the Late '70s(00:04:46) Napkin Underwriting and $2,000 Aggregate Stop-Loss(00:06:18) The Two Sales: Selling the Employer AND the Underwriter(00:07:20) Why the TPA Business Is So Hard to Do Right(00:11:27) The Fiduciary TPA: Accountant of the Health Plan(00:13:32) The 401(k) Parallel: Fiduciary Standards Are Coming for Brokers(00:14:43) Building Custom Plans vs. Buying the Box(00:16:25) Stop Haggling Over Stop-Loss — Solve the Claims Instead(00:18:46) Owning Your Stop-Loss Through a Group Captive(00:21:25) The 3-6 Month Setup: Finding Fiduciary Partners First(00:23:34) The One Question to Ask Every TPA(00:26:07) Why PBMs Need the Fiduciary Standard Too(00:28:01) Eating the Elephant: Meeting Employers Where They Are(00:30:56) Winning Over the C-Suite Before the HR Director(00:34:42) Claims Negotiators, Re-Pricers, and the Lost Art of the Phone Call(00:39:11) Do You Still Need a Carrier Network?(00:41:51) The Quality Anomaly: Why the Best Care Costs Less(00:43:34) DRG Bundles and the $20,000 Burn Unit That Never Was(00:46:52) Wellness, Behavioral Health, and the Loyalty Dividend(00:55:31) Building the Utopian Health Plan: The Blueprint(01:01:03) What's Missing? Belief.(01:04:18) The Future: Adoption in the Mid-Market(01:06:33) Closing Thoughts: The System Won't Fix ItselfKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/

In this episode of The Geek in Review, Greg Lambert hosts a solo conversation with Triona Buckley, Chief Product Officer at Actionstep, about generative AI's growing influence on mid-market law firms. Buckley challenges a common assumption about legal AI: faster task completion does not always remove friction. An associate might produce a draft within seconds, only to transfer the burden upstream to a senior lawyer responsible for reviewing sources, reconstructing reasoning, and correcting mistakes.Buckley argues law firms should shift their attention from speed to systems. Standalone drafting and research tools address individual tasks, while system-level AI connects work across an entire legal matter. Embedded within everyday workflows, AI helps lawyers locate information, reduce administrative work, and preserve more time for client advice and professional judgment. The goal is a smoother operating model, rather than a collection of isolated tools producing faster documents.The conversation also examines institutional knowledge, especially within firms lacking large knowledge management or innovation teams. Buckley describes an approach where AI captures decisions, context, and reasoning as lawyers work. This creates a continuously expanding record of how the firm handles matters, advises clients, and applies professional judgment. Governance still plays a central role, including clear audit trails showing whether a person or an AI agent performed each action.Greg and Triona then explore AI as an individual tutor for junior lawyers. Remote and hybrid work have weakened the traditional apprenticeship model built around observation and informal office conversations. Drawing upon decades of firm experience, an AI tutor might question an associate's assumptions, prompt additional research, and reinforce the firm's preferred methods. Such systems offer structured practice while preserving the essential mentoring relationship between senior and junior lawyers.Another major theme is the hidden cost of delayed time entry. Actionstep's Trace passive time capture technology monitors work across practice management, email, and document applications, then presents lawyers with matter-linked, billing-ready entries. More accurate records help firms recover otherwise forgotten time while producing better data for pricing, staffing, client estimates, and profitability analysis. Those insights grow more important as clients push firms toward fixed fees and output-based pricing.Buckley believes mid-market law firms hold several advantages during the AI transition. They often operate with fewer systems, maintain closer client relationships, and move through organizational change faster than larger enterprises. Success will still require disciplined implementation, trusted internal champions, connected data, and sustained attention to client service. Her message is optimistic but direct: firms with strong relationships, clean data, and a clear economic strategy will be better prepared for agentic AI and the changing business of law.Actionstep's U.S. Midsize Law Firm Priorities ReportMetatags: legal AI, mid-market law firms, Triona Buckley, Actionstep, law firm innovation, AI legal training, legal practice managementListen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠Substack⁠[Special Thanks to ⁠⁠Legal Technology Hub⁠⁠ for their sponsoring this episode.]Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠Transcript:

Manchmal rutscht unser Host schon vor der Aufnahme ganz aufgeregt auf seinem Stuhl hin und her – zum Beispiel, wenn ein Gast so eine spannende Berufslaufbahn mitbringt wie dieser: Johannes Foertsch ist nicht nur ein digitaler Vorreiter in Sachen KI-Revolution hierzulande, sondern auch Gründungsmitglied von Open AI Deutschland. Heute ist er Head of Mid-Market und versucht, der gigantischen Nachfrage aus dem Mittelstand gerecht zu werden – mit einem Team, dessen Größe sich seit den Anfängen verzehnfacht hat. Kein Wunder: Deutschland liegt bei der prozentualen Nutzung von ChatGPT auf Platz eins in Europa. Im Gespräch mit Christoph räumt Johannes mit den gängigsten Mythen rund um Künstliche Intelligenz auf und zeigt auf, wo in den Unternehmen noch große Umsetzungslücken klaffen.

If you've had the same performance conversation more than once, the problem probably isn't your employee—it's your management system. In this episode, we explore why conversations alone rarely change behavior, how leaders unintentionally train people to tolerate accountability, and what actually creates lasting performance improvement.What You'll Learn in This EpisodeWhy repeated coaching conversations often reinforce the behavior you're trying to stop.The leadership question that reveals what you're actually conditioning your team to do.How to create accountability through consistent actions instead of stronger words.//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Episode Summary Ever lose a deal to someone who clearly wanted your solution but refused to follow your sales process? The problem may not be the buyer—it may be the rigidity of your process. In this episode, we explore why every prospect already has a buying process, and why the best sales teams know when to guide it and when to adapt to it.What You'll Learn in This EpisodeWhy forcing buyers into your sales process costs qualified deals.How to determine when to influence a buyer's process versus adapting to it.A practical way to gather decision-maker input without forcing another meeting.//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Many businesses believe growth is limited by lead volume. But often, the real problem starts after someone raises their hand. In this episode, Ray shares a firsthand experience of responding to a cold email only to be ignored, illustrating why weak follow-up systems quietly waste the hardest-earned opportunities in the sales process.What You'll Learn in This EpisodeWhy lead generation is rarely the biggest constraint to growthHow poor follow-up quietly destroys qualified opportunitiesWhy speed, accountability, and process matter more than sending more outbound emails//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Many business owners mistake a lack of immediate outcomes for a lack of progress. In reality, the work that creates results often happens long before the numbers improve. In this episode, Ray explains why building the conditions for success is itself meaningful progress, and how impatience causes people to abandon strategies that were beginning to work.What You'll Learn in This EpisodeWhy foundational work often matters more than early performance metricsHow impatience leads people to skip the very steps that produce long-term resultsWhat to measure when the outcome you want hasn't arrived yet//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Most companies are not failing at marketing because they chose the wrong platform; they are failing because the strategy, message, and target audience are misaligned. In this episode of Sharkpreneur, Seth Greene interviews Sheila Kloefkorn, CEO & President of KEO Marketing Inc., who shares how B2B companies can move beyond scattered marketing and build strategies that connect with the right audience, answer real buyer questions, and support long-term growth. She also discusses the impact of AI on search, SEO, paid ads, reputation management, and YouTube, and explains why educational content is becoming essential to the modern buyer journey. Key Takeaways:→ Marketing works best when strategy precedes tactics.→ Mid-market companies often lack senior marketing leadership.→ A fractional CMO can help bridge the gap between strategy and execution.→ The right message starts with understanding the customer's needs and pain points.→ SEO must account for AI chat results and for frequently asked questions. Sheila Kloefkorn is a marketing expert with more than 25 years of experience helping organizations increase revenue through strategic, results-driven marketing. She is the founder and CEO of KEO Marketing, a Phoenix-based B2B marketing agency specializing in marketing strategy, messaging, digital infrastructure, campaign execution, and analytics.Since founding KEO Marketing in 2000, Sheila and her team have developed award-winning campaigns for Fortune 1000 companies and mid-sized businesses across the United States and in more than 100 countries. Her work has helped clients achieve hundreds of millions of dollars in revenue growth.Sheila has received numerous industry honors, including recognition from the Phoenix Business Journal, the Stevie American Business Awards, and MarSum. A certified business coach and frequent speaker, she is also active in the marketing community, serving in leadership roles with the Business Marketing Association, the American Marketing Association, and SEMPO AZ.Connect With Sheila:Website: https://keomarketing.com/LinkedIn: https://www.linkedin.com/in/sheilakloefkorn/

Start building a sustainable and resilient freight business in this episode with our guest, Steve Gabrick of MVP Logistics! Steve shares the real strategies for choosing your Ideal Customer Profile (ICP) and dominating the mid-market shipper space! We're moving past the social media clickbait and empty spray-and-pray methodologies to discuss how specialization, intentionality, and data analysis can streamline your sales pipeline and insulate your operations from market volatility. From predicting the upcoming 18 to 24-month upscale cycle to humanizing your customer outreach through consultative partnerships, Steve and I deliver a straightforward look at what it takes to drive longevity, conquer operational bottlenecks, and achieve true profitability in today's shifting transportation market!   About Steve Gabrick Steve Gabrick is the Chief Revenue Officer at MVP Logistics, a Minneapolis-based 3PL designing supply chain solutions for mid-market food, beverage, and manufacturing companies across the lower 48. Steve owns growth and brand at MVP, and he has built the commercial engine to deliver on Solutions Made Simple®, the company's trademark and guiding principle for turning complex supply chain problems into simple, value-creating solutions. Under Steve's leadership, MVP is enabling customers who want enterprise-grade supply chain capability paired with the agility of a partner that can move with them.   Connect with Steve Website: https://mvpship.com  LinkedIn: https://www.linkedin.com/in/steve-gabrick-6922a061/  

▸ Slides + every prompt from this talk (free): mspsalestoolbox.com ▸ Work with us: mspsalespartners.comAI has changed how companies prospect, research, and communicate, but many of the world's largest technology companies continue investing heavily in human sales teams. This episode explores what AI can automate, what it still struggles to do, and why trust, judgment, and complex buying decisions continue to require skilled people.What You'll Learn in This EpisodeWhy automation hasn't eliminated the need for human sales conversationsWhich parts of the sales process AI handles well—and which parts it doesn'tWhat the hiring decisions of major technology companies suggest about the future of sales//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

A high close rate is rarely the result of charisma or talent alone. When Ray reviewed the top finalists for MSP Salesperson of the Year, a clear pattern emerged: the best performers were all running nearly the same sales process. This episode breaks down the exact five-step framework behind close rates that are 68% — a the lowest rate — and why consistency in process matters more than most sales teams realize.What You'll Learn in This EpisodeThe qualification mistake that causes many MSPs to leave deals on the tableWhy strong discovery creates higher close rates later in the processThe structure top performers use instead of overwhelming prospects with proposals and quotes//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

What if the reason your business feels harder than it should isn't because you need more clients, more marketing, or more discipline, but because you are operating far below your natural altitude?   Many highly capable women founders have built businesses that look successful on paper, yet still feel exhausting to run. The question is: are you tolerating a market position that is two or three levels below where you, your team, and your expertise actually belong?   In this episode, Eleanor explores the costly gap between authority and market position. She explains why so many women with what she calls 7-figure authority continue to operate in mid-market positions that suppress pricing, strain profitability, and attract buyers who cannot fully absorb the value they provide. She also shares the framework she uses to help founders reposition their companies, close the gap between authority and market perception, and build businesses that create greater wealth, leverage, and enterprise value.   Watch the full video here: https://youtu.be/XqSXxj-RhGI Get full show notes and more information here: https://safimedia.co/WO103 Follow Eleanor on LinkedIn and Instagram here:  https://www.linkedin.com/in/eleanorbeaton/ https://www.instagram.com/eleanorbeaton/

A lot of people feel stuck because they think they need more information, another strategy, or outside guidance. But often, the real problem is execution avoidance. This episode explores the growing gap between the things we know we should do and the things we actually complete — and how that gap quietly impacts business growth, health, relationships, and momentum.What You'll Learn in This EpisodeWhy most people already know the decisions that would improve their livesThe hidden psychological cost of carrying an unfinished “should list”How scheduling difficult tasks shifts the brain into execution mode//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

When difficult decisions start showing up everywhere at once — business, marriage, parenting, finances, health — it's easy to assume life is breaking down. But often, those seasons are actually periods of transition and recalibration. In this episode, Ray explains why hard conversations and uncomfortable decisions are usually the entry point to meaningful progress, and how avoidance quietly creates long-term dissatisfaction.What You'll Learn in This EpisodeWhy periods of intense pressure often happen right before major growthThe hidden long-term cost of avoiding uncomfortable decisionsHow to reframe difficult seasons as leverage points instead of warning signs//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

(11) Gene Marks reports from Nashville that mid-market companies are aggressively adopting AI to supplement labor shortages rather than replace workers, while also navigating the complexities of receiving refunds for previously paid tariffs.1942 LANCASTER PA ARMISTICE DAY

A high close rate is rarely the result of charisma or talent alone. When Ray reviewed the top finalists for MSP Salesperson of the Year, a clear pattern emerged: the best performers were all running nearly the same sales process. This episode breaks down the exact five-step framework behind close rates as high as 76% — and why consistency in process matters more than most sales teams realize.What You'll Learn in This EpisodeThe qualification mistake that causes many MSPs to leave deals on the tableWhy strong discovery creates higher close rates later in the processThe structure top performers use instead of overwhelming prospects with proposals and quotes//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

In this episode, Nathan Freystaetter, CEO & Financial Analytics Engineer, Go Fig, joins the podcast to discuss how his company is helping mid-market CFOs modernize financial operations with AI-driven data infrastructure and automation.

In this episode, Nathan Freystaetter, CEO & Financial Analytics Engineer, Go Fig, joins the podcast to discuss how his company is helping mid-market CFOs modernize financial operations with AI-driven data infrastructure and automation.

The mid-market is where tech decisions get dangerous. You are big enough that uptime, security, and delivery speed matter every day, but you are not big enough to burn cash on massive consulting retainers or absorb the fallout from a shaky vendor. That “valley in the middle” is exactly where David Robinson lives, and it is why he built Stratos Development Group to offer right-fit technical leadership, managed services, and software development that feels structured without being out of reach. We walk through David's journey from building early electronic medical record software in healthcare to leading engineering at a venture-backed startup, and then into entrepreneurship. From there, we get practical about what mid-market teams actually struggle with: competitors using the same licensed infrastructure, product roadmaps hijacked by one or two big customers, and the need to own real intellectual property and architecture to keep a competitive edge. For payments, fintech, and ISO leaders, the conversation goes deep on what Stratos is seeing right now: consolidation, tougher differentiation, and the technical friction that can make or break net-new deals. David shares how ISOs can approach technology enablement and custom integrations, plus the bigger opportunity of moving from ISO to ISV. If you already have a book of business, you also have a built-in feedback loop, faster validation, and a clearer path to launching software that your clients will actually pay for. We also tackle AI and the “vibe coding” era, including why agentic development can boost productivity but cannot shortcut PCI, SOC, or HIPAA compliance. If you want to modernize safely and win in a more competitive market, this one is for you. 

Chris Ortega, Head of the Americas at Morgan Stanley Infrastructure Partners (MSIP), joins Crossroads to discuss the rise of mid-market infrastructure as a distinct and increasingly important investment strategy. He explains how the segment has evolved beyond size definitions to focus on sourcing and value creation. Ortega also explores how MSIP drives value through identifying businesses with robust, consistent earnings while preserving exit flexibility across a variety of financial and strategic buyers.

Dale Dupree sold copiers for 13 years and outsold his industry average by 11x — using a crumpled piece of paper instead of a thousand cold calls. After losing his father to cancer, he founded The Sales Rebellion.We got into why he thinks AI is making sales worse, how 20 letters outperformed a 4-person SDR team, why he'd hire a grocery bagger over a polished resume, and what servant leadership looks like when nobody's watching.What You'll LearnWhy a crumpled letter consistently outperforms thousands of cold emailsHow an Australian SDR booked 12 meetings with 20 letters — and got written up for itThe one interview question Dale uses to identify coachable hiresWhy the SDR model fundamentally breaks relationship-first sellingWhat Dale's father taught him about leadership at 5 AM without knowing anyone was watchingResourcesthesalesrebellion.comDale on LinkedIn: linkedin.com/in/copierwarrior//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

A lot of operators think the problem is execution when the real problem is unnecessary infrastructure. This episode explores the hidden cost of building custom tools, AI agents, and internal systems before questioning whether they should exist in the first place. Ray breaks down why complexity compounds faster than most businesses can support — and why disciplined simplicity is becoming a competitive advantage.What You'll Learn in This EpisodeWhy every new internal tool creates long-term maintenance obligationsThe “decision above the decision” most builders skip entirelyHow strong operators solve problems by reducing complexity instead of adding infrastructure//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Most salespeople think desperation only shows up in obvious pressure tactics. In reality, prospects feel it long before the close. This episode breaks down how fear, pipeline pressure, and personal financial stress quietly change the way sellers communicate — and why those shifts destroy trust even when the offer itself is strong.What You'll Learn in This EpisodeThe subtle behavioral changes prospects interpret as desperationWhy “checking in” follow-ups often communicate self-interest instead of valueHow to return to a calm, solution-oriented sales process during a slump//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Welcome to another episode of Building the Premier Accounting Firm with host Roger Knecht. Today, Roger sits down with Tim Brackney to discuss how to build a premier accounting firm, focusing on private equity strategies, firm valuation, and the importance of a clear North Star vision. Learn how Springline Advisory identifies top-tier middle-market advisory businesses by evaluating economic, strategic, and cultural fits, and why a people-first approach is key to success. In This Episode: 00:00 Welcome & Guest Introduction 01:12 Tim's Journey to Springline 03:19 Springline's Goal & Middle Market 05:59 Appeal of the Mid-Market 07:23 Three Vectors for Acquisitions 09:16 Valuation in Acquisitions 12:27 Strategic Fit in Acquisitions 18:11 Cultural Fit Assessment 21:53 Defining Advisory Services 24:31 Best Practices: Future Focus 28:50 Cautionary Tale & Equity Mindset 32:48 Show Sponsors & Episode Summary 37:04 Closing Thoughts & Call to Action Key Takeaways: Define your firm's "North Star" to guide strategic decisions and inspire your team. Understand private equity valuation metrics, focusing on profitability (EBITDA) over traditional revenue multiples. Prioritize cultural fit and talent retention, fostering an "irresistible firm" environment. Develop advisory services with outcome-oriented projects, offering more flexible pricing and higher profitability. Provide ownership opportunities and transparency to motivate team members and cultivate an enterprise mindset. Featured Quotes: "One of the best opportunities that you can have to learn the language of business is in accounting." - Tim Brackney "You have to carve out time and space to make sure that you understand at least what your North Star is." - Tim Brackney "If you've defined a North Star and you can bring your team along with you, there's a huge amount of unlock that comes with it." - Tim Brackney Top 3 Highlights: Valuation Focus: Private equity values firms based on profitability (EBITDA), leadership strength, and recurring revenue, moving beyond traditional revenue multiples. Strategic Fit: Springline Advisory targets middle-market firms with strong leadership and geographic dispersion, aiming to build a full-service advisory firm. Cultural Alignment: A detailed cultural survey and shared values are key to ensuring new firms integrate seamlessly, fostering an "irresistible" environment for both clients and colleagues. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

A lot of MSP owners think they're making “safe” hiring decisions when they delay or minimize sales investment. But many of those decisions are actually driven by a hidden assumption: that sales won't materially change the business. This episode examines how defensive thinking creates growth ceilings, why underfunded sales hires often fail by design, and how strong MSPs use sales to expand the size of the business instead of protecting the size of the budget.What You'll Learn in This EpisodeWhy hiring sales based only on today's budget creates long-term stagnationHow “safe” decisions quietly reduce the odds of sales successThe difference between businesses that protect revenue and businesses that create it//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

When marketing underperforms, the instinct is to change tactics, channels, or people. But if execution is weak, those changes don't stick—they just create more noise. This episode reframes what looks like a marketing problem into something more fundamental: your ability to consistently turn decisions into outcomes.What You'll Learn in This EpisodeWhy fixing marketing rarely works if execution is inconsistentHow weak execution shows up as “department problems” across the businessWhat changes when execution becomes the standard instead of the exceptionFollow Ray on: YouTube | LinkedIn | Facebook | Twitter | Instagram//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

In this episode of Poised for Exit, Hilary Spreizer, Owner and CEO of The Latitude Group, shares her unexpected journey from employee to owner after purchasing the company during the uncertainty of COVID. She discusses the challenges of transitioning from leading sales and revenue generation to building the operational structure needed to scale a growing business.Hilary explains how strategic hires, stronger systems, and a focus on scalable infrastructure helped the company achieve significant growth and earn a Fast 50 award. She also shares lessons on leadership, surrounding yourself with people who know what you don't, and implementing frameworks like EOS to create accountability and long-term organizational stability.The conversation also explores how mid-market companies are approaching AI, hiring, and technology adoption. Hilary discusses why many businesses rush into AI tools without a clear strategy, the operational and privacy risks that can create, and why companies should focus first on identifying the business problem before investing in technology solutions.The episode highlights the connection between operational scalability and enterprise value, particularly for owners preparing for future growth or exit planning. Hilary shares why reducing founder dependency, building resilient teams, and slowing down long enough to create the right blueprint can dramatically improve long-term outcomes.Connect with Hillary Spreizer hereLearn more about The Latitude Group here Connect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor

When results drop, it's easy to point to the market, the economy, or “how things are right now.” But that explanation comes at a cost—it shifts you out of control and into reaction. This episode examines what changes the moment you accept that narrative, and why some sellers in the exact same conditions continue to close. The issue isn't just performance—it's what you've started to believe about it.What You'll Learn in This EpisodeHow accepting external explanations quietly removes your ability to solve the problemWhy two sellers in the same conditions produce completely different outcomesWhat shifts internally before results ever show up in your pipelineFollow Ray on: YouTube | LinkedIn | Facebook | Twitter | Instagram//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

You're trying to build a positive culture—but performance keeps slipping, and no one is saying what needs to be said. This episode breaks down why “niceness” often replaces truth inside teams, and how that tradeoff quietly drives poor decisions and repeated losses. If your team feels good but isn't getting better, this is the tension you're in.What You'll Learn in This Episode:Why teams default to agreement even when they know something is wrongHow avoiding conflict directly impacts execution and resultsThe hidden cost of protecting feelings over telling the truthFollow Ray on: YouTube | LinkedIn | Facebook | Twitter | Instagram//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Most people think sales is a role. It's not—it's a constant condition. This episode reframes sales as the ability to navigate other people's motivations under real constraints, using a story that exposes how decisions actually get made in everyday life.What You'll Learn in This Episode:Why “I'm not in sales” is a costly assumptionHow decisions are shaped by context, emotion, and timing—not logic aloneWhat changes when you start seeing alignment instead of persuasion//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

In this episode, Frank Sohn sits down with Erik Pilgrim, Founder and CEO of RenderDraw, to explore how 3D visualization is transforming the complex world of CPQ (Configure, Price, Quote). Erik shares his journey from leading pre-sales and product teams in the SAP and Salesforce ecosystems to founding RenderDraw just as the world changed in early 2020. We dive deep into how RenderDraw acts as a powerful visualization and interaction layer for some of the world's largest manufacturers and high-tech companies. They discuss: The "Visual Gap" in CPQ: Why standard configurations often fall short for heavy industrial manufacturing and complex CAD-heavy assemblies. Platform Agnosticism: While heavily rooted in the Salesforce ecosystem (including integrations with Agentforce), Erik explains how the market is shifting toward a CPQ-agnostic approach, with RenderDraw now supporting ServiceNow (Logik.ai) and Conga. The Manufacturing Lifecycle: Moving beyond the quote to explore product discovery, digital twins, and spare parts reordering. The AI Revolution: An inside look at Journeys, RenderDraw's new standalone 3D + AI application designed for both humans and AI agents. Implementation Realities: Why a "one-day setup" is a myth for enterprises, and how to build a visual solution that a standard Salesforce Admin can maintain. Whether you are a Mid-Market leader or an Enterprise architect in industrial manufacturing or data centers, this episode provides a roadmap for leveraging spatial reasoning to close deals faster and improve the post-purchase experience.

How do you know when your current setup has stopped working, and what to do with it when it does?In this bonus episode of Manufacturing Happy Hour, Chris sits down with Shane Dubbelman, Head of Partnerships at MRPeasy, and Sara Duff, Managing Director at Smart Manufacture, to talk about what happens at that point, when the lack of visibility into inventory, costs, and operations starts to hold a business back.They get into where spreadsheets begin to slack, how to think about MRP vs ERP at that stage of growth, and why a lot of companies looking at ERP are probably aiming too far ahead of what they need.Sara shares a couple of examples from her work with manufacturers, including how one CNC machining business ended up stretched across a mix of disconnected tools. And Shane walks through how MRPeasy approaches the tricky task of implementation.In this episode, find out:The point where spreadsheets start to break down, and the impact that has on costs and planningWhy most companies aiming for ERP would be better starting with MRPHow one CNC machining business ended up stretched across disconnected toolsWhat changed for a manufacturer that moved off Excel and saw 25% growth in a yearThe common traits Sara sees in manufacturers that scale successfullyHow MRPeasy approaches implementation, from self-serve to hands-on supportEnjoying the show? Please leave us a review here. Even one sentence helps. It's feedback from Manufacturing All-Stars like you that keeps us going!Tweetable Quotes:“A lot of small manufacturers that are looking for ERP software probably actually need MRP software - because they're looking to manage their manufacturing.” - Shane Dubbelman“A year after MRPeasy went live, they grew their business by just over 25% - without significantly increasing their headcount. The system made that possible.” - Sara Duff“It's those that are open to looking at there being a different way of doing things. I may not know exactly how to do that, but if I bring in the right people and the right technology, I can achieve it.” - Sara DuffLinks & mentions:MRPeasy User Manual, installing MRPeasy does not have to be hard or expensive; you can even do it yourselfSmart Manufacture, UK-based Smart Manufacture works with companies from SMEs to Mid-Market across multiple verticals, including engineering to order, discrete manufacturing, batch manufacturing and process manufacturing; Smart Manufacture help these companies to specify, select and implement proven best of breed software which can deliver tangible business outcomes – reduced costs, improved operational efficiencies, increased revenues and improved productivityMake sure to visit http://manufacturinghappyhour.com for detailed show notes and a full list of resources mentioned in this episode. Stay Innovative, Stay Thirsty.

In PayPal's early days, customers were so pissed off about service issues that they tracked down direct lines to employees and called headquarters to yell at them. Leadership's response wasn't to fix customer service. They ripped the phones out of the wall. In this episode, Ray breaks down the Reid Hoffman story behind one of the most underrated disciplines in business: figuring out which fires to let burn. PayPal's leadership knew growth determined funding, and funding was oxygen — so they let the customer service fire rage while they stepped on the gas. Most operators can't make that call because they want to hedge, and hedging means running out of water trying to put out the wrong fire. This is for founders and operators who have more problems than resources, which is to say — all of them.What You'll Learn in This Episode:Why the loudest problem is almost never the right one to solve — and how PayPal identified funding as the real constraint while everything else was on fireThe triage mindset that separates operators who scale from operators who stall — and why hedging is the default trapWhat it actually takes to let a fire burn when customers are screaming and your own team is telling you it's bullshit//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Most people run Elon's algorithm in reverse. They automate first, simplify second, and never question whether the process should exist at all. In this episode, Ray breaks down the 5-step algorithm Musk developed the hard way at SpaceX and Tesla — question every requirement, delete, simplify, accelerate, automate — and why the order matters more than the steps themselves. If you're tech-friendly or systems-minded, you're probably guilty of this: falling in love with the machine instead of the output. The sin isn't skipping steps. It's running them backwards, which is how you end up with bloated automations built on processes that shouldn't exist in the first place.What You'll Learn in This Episode:Why automating first locks in the wrong process — and Musk's rule that if you're not adding back 10% of what you deleted, you haven't deleted enoughHow smart people create invisible requirements nobody challenges — and why Step 1 is questioning the rules themselvesWhy tech and systems-minded operators fall in love with the machine instead of the output — and how to reverse itElon Musk explains his 5-step algorithm for running companieshttps://youtu.be/tdf3luOCNks?si=WGPPvOsJmW99btKkAn Ultimate Guide to Elon Musk's Algorithmhttps://geekway.substack.com/p/an-ultimate-guide-to-elon-musks-algorithm//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Many mid-market companies tend to hit a wall around the eighth year. The very processes that helped you get to this point are now what's holding you back from moving forward. This panel discussion aims to break the cycle of 'future-proofing' and focus on what it takes to stay relevant.   Introducing your Future-Maker panel:   - Christy Maxfield, President and CEO of Purpose First Advisors - Dean Barta, Founder and CEO of Barta Business Group - Jess Dewell, Managing Partner and Growth Strategist at Red Direction   Tune in to explore the differences between playing defense and offense, the unintentional growth throttling that can occur, the power of curiosity, and how true accountability fuels progress.    This episode offers practical insights—from empowering teams and celebrating small victories to building a business that supports succession and growth. You'll find valuable tips to shift your mindset, prioritize effectively, and cultivate a culture that embraces the future.   Your business's success hinges on the decisions you make today. Each small victory, combined with a commitment to accountability, accelerates your momentum. Whether you're focusing on staying competitive or planning an exit strategy, this episode provides a bold perspective and actionable strategies to help you become a true future-maker.   --------------------   If you want to move from daily uncertainty to unwavering confidence, lead with clarity, make sharper decisions, and build a business that not only survives but thrives through change, check out the Driving Solutions Strategic Intensive program.   -------------------- You can get in touch with Jess Dewell on Twitter,  LinkedIn or Red Direction website.