Podcasts about CRM

He left without telling anyone and still came out on top. In this episode, Bob Percesepe shares the wild story behind his unexpected real estate reset and the systems that helped him rebuild from scratch. From tough calls to smart CRM plays, it's equal parts strategy and survival. Press play if you're ready to restart, scale, or shake things up.   Key takeaways to listen for How Bob rebuilt his real estate business from scratch in a new state The system behind listing 76 properties in one year Why your CRM must be clean, personal, and saleable How REALTOR® advocacy creates real local impact A wild relocation story that started with a snowstorm and a tuxedo   Resources mentioned in this episode NC REALTORS® Top Producer Wise Agent Follow Up Boss   About Bob PercesepeBob is a seasoned real estate broker with over 25 years of experience in New York and coastal North Carolina. He leads Blue Chip Real Estate, a boutique firm known for high-touch service, strategic pricing, and CRM-driven referral systems. A certified Senior Real Estate Specialist (SRES) and graduate of the Floyd Wickman Master Sales Academy, Bob combines data, discipline, and deep industry knowledge to help clients and agents succeed. He's a published author, former REALTOR® of the Year, and active advocate for property rights. Bob is known for his "get by giving" philosophy and passion for raising the industry bar. Connect with Bob Email: bob@bluchip-re.com Website: Blue Chip Real Estate | Homelendia Mortgage Facebook: Blue Chip Real Estate Contact Number: 910-854-0800 (Direct) | 910-795-4814 (Fax) Connect with LeighPlease subscribe to this podcast on your favorite podcast app at https://pod.link/1153262163, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram @ LeighThomasBrown.   Sponsors"You Ask. Leigh Answers." Your Affordable Coaching ProgramHey there, real estate pros! Are you ready for some more Leigh Brown wisdom in your life? Then don't miss out on my brand-new program, "You Ask. Leigh Answers." It's your exclusive gateway to the insights and advice you need to supercharge your real estate business. With "You Ask. Leigh Answers." you get Direct Access to Leigh Brown, directly! Expert Coaching, Community Connection, and Extensive Resources. Whether listening to this on the go or watching at home, sign up today at Answers.RealEstate and take your business to the next level. Trust me, you'll be glad you did!

Email marketing for voice actors can be a game-changer—or a spam trigger. In this episode of the Everyday VOpreneur Podcast, C.J. Merritt asks what happens when Gmail flags your outreach as spam. Marc Scott breaks down how automated sequences like those in Nimble can lead to delivery issues and what you can do to fix them. Learn how to stagger send times, rotate subject lines, and boost your email deliverability with Google Workspace. Plus, get practical tips on keeping your CRM clean and compliant so you don't burn your domain. If you're a VOpreneur using email to grow your business, this episode is packed with actionable gold.  

You can't build a championship team on randomness. In this episode of Dealer Talk with Jen Suzuki, we're locking in on the tool most dealerships overlook — a strategic, weekly training calendar that creates rhythm, raises confidence, and keeps your team locked into progress. Jen shares her repeatable 4-week framework that covers internet leads, phone skills, showroom TOs, and objection handling — all broken into daily, trackable micro-lessons. This is the blueprint for managers who want to stop winging it and start winning consistently.

According to research from Gallup, 21% of employees who voluntarily left their organization said their departure could have been prevented by more positive personal interactions with their manager. So how can you create a coaching culture that keeps teams motivated and drives sales success? Riley Rogers: Hi, and welcome to the Win-Win podcast. I’m your host, Riley Rogers. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Robin Handley, Senior VP of Sales Enablement at Direct Travel. Thank you so much for joining us, Robin. We’re really excited to have you here. To kick us off, I’d love if you could start just by telling us a little bit about yourself, your background, and your role. Robin Handley: Yeah, I’d love to, and thank you so much for having me. I’m absolutely thrilled to be here. I have actually been in the travel industry for 30-plus years, so I guess you could say I grew up here. I am the SVP of Sales Enablement at Direct Travel, like you mentioned. Under my current remit, you know, I am responsible for sales enablement, managing also what we call the inbound and outbound lead generation with our sales development reps and the proposal writing team.So I’ve got pretty, you know, three different distinct lines of business within my remit. And then I think it’s important to share that in my prior roles, in addition to sales enablement, I also led teams related to reporting, data analytics, CRM platforms, as well as change and transformation. RR: Wonderful. Thank you for sharing. It seems like you have a wealth of knowledge acquired over a lot of different roles, and I’m so excited to kind of dig into it and steal some of your best practices. Thinking about your experience—maybe in data analytics, product, customer success, all of these things that you alluded to—I'd be curious to know how this diverse background kind of comes together to influence your approach to sales enablement at Direct Travel. RH: You know, I think having experience spanning across, you know, many areas, it gives a broad perspective around how things intersect, how they influence, and, you know, how they support each other. So, for example, leveraging data points such as why we win, reasons why we lose, as well as listening to customer feedback, you really start to see trends and start to understand the customer and industry pain points.So from there, you can really start to work with key business partners—I would say in marketing, product, customer experience, you know, those different areas—to make sure that you develop content and assets that are gonna arm your sales reps to overcome objections, to highlight key differentiators, and to align solutions to customer pain points.And when, you know, you’re leading in enablement, I always say it’s like vitally important to ensure that the right content and collateral and training and coaching is available to enable those sales reps to quickly advance through those sales cycles and close, win that business. RR: Wonderful. I’d love to maybe double-click a little bit deeper into that enablement approach and philosophy, especially focused on coaching, because I know on LinkedIn you’ve highlighted the importance of people-centric leadership, especially in sales coaching and feedback.I’m curious to know maybe how you bring this philosophy to life in your enablement efforts, and then how that affects your overarching coaching culture. RH: Yeah, so people-centric leadership, you know, it really isn’t just being caring, empathetic, committed. I think, you know, that’s all highly important, but it’s also about being intentional in how we grow our teams.So developing individuals through coaching, feedback, and recognition is so critical. So one thing I do is I run pitch exercises where reps record themselves, and I always tell them, this is your playground. You know, you can mess up here, not in front of a customer. And it feels like a safe space. So that mindset shift makes a huge difference.And this approach not only helps individuals grow, but it also fosters a culture where, you know, feedback becomes normalized and valued. So over time, this creates, like, that ripple effect as well. And so what I start to see is reps start to coach each other. They feel comfortable sharing tips or tricks or feedback. Even, you know, it’s not so much then from that top-down directive. It feels like it’s more of a collaborative community. And as a result, I think it’s also important just to call out that we start to see reps become more confident and collaborative just in general. So as a result of that, I would say, you know, it even helps increase or improve our win rates and, you know, helps people be better prepared and hopefully, again, win that business. RR: Yeah, I love to hear that. I think the idea of like making a safe space for practice is so important. People need to be able to make mistakes. That’s where you learn. So that’s great to hear. I’d like to switch gears maybe a little. I know that in addition to creating a healthy coaching culture, improving sales efficiency is a key focus for you at Direct Travel.I’d be curious—maybe some of the challenges to GTM efficiency that you’re seeing your teams face today. RH: Oh yeah. I say, you know, quite a few come to mind, and I think that’s normal, right? I mean, in any company there’s always those things. I would say, you know, sellers using old, outdated collateral, sometimes trying to find where are those assets stored, because they could be stored in multiple different areas.I would say another big thing that we’re challenged with is related to long sales cycles, and so, you know, for me it’s always top of mind: how do we continue to shorten and shrink those sales cycles? And then I think a lot of times you’re not getting full visibility into buyer engagement. So without that data, a lot of times the sales reps are using their gut.There’s only a few data points that they have, like, oh, are we able to have another meeting? Are they responding? But you’re not really getting that buyer engagement. And then, in addition to that, you know, really cumbersome and manual ways to coach the sales reps. Just—I can tell you—doing a pitch session a year ago without Highspot, it was so cumbersome. Just having to build out what is the talk track, sharing that video through email that we recorded of the pitch, and then coming together with a rubric and then trying to do all the scoring. It was very labor-intensive. RR: Yeah, I think you’re spot on with these challenges. There are things that we’re certainly hearing from our customers, we feel ourselves, and other organizations are talking about. And I think the big thing is that everybody is trying to solve for them. And so, as you kind of mentioned just a little bit, you have found a platform to help you with that. So I’d be curious if you could tell me a little bit about the strategic advantage of an enablement platform and how it’s helping you kind of overcome some of these challenges that you’re seeing. RH: Absolutely. So using Highspot is a dream come true, to be honest. Number one, you know, having one central hub for sales content is so critical and so important. So I feel like our sales reps that are in the Highspot environment no longer feel like they’re digging through email or SharePoints or going on a team site trying to find that collateral.So that is a huge efficiency gain, but also think of job satisfaction. Those sellers feel like, wow, this is so much easier for me to navigate. I would also say, again, going back to the real-time insights and analytics from buyer engagement—so now we’re able to see what content is being viewed, and it’s also helping us tailor our follow-up as well as being able to close deals faster.The other I would say is consistent coaching and training. So going back to the example I just used—very manual process historically—but being able now to leverage AI to provide feedback instantly is incredible. RR: Wonderful. That’s absolutely what I love to hear, and I’m super excited that you’re finding these wins already so early.Thinking about platforms and enablement technology, I’d like to maybe call out a win that we’ve heard through the grapevine, which is that even though you’re early in your journey with the platform, you’ve already achieved a really impressive 96% recurring usage rate. So I’d really love to hear what some of your best practices for driving that adoption are and how you’ve achieved that. RH: Yeah, absolutely. So right out of the gate, timing-wise, this worked perfectly because we were having our sales kickoff meeting in person, and so we used that as our launch, right? So we were able to get the hype going, and we had sessions where we did a whistle-stop tour of all the tools, key capabilities, and really got people excited about what was coming around the corner.So after our SKO, we then did what we called mandatory kickoff implementation calls to get everyone set up. And what we really wanted to make sure that we didn't do was one big bang because we know there are so many features and capabilities in the platform that we wanted to be really intentional about phasing that out.So the first thing that we did is we focused on content management. Again, you heard that was one of our challenges. So we wanted to make sure that we had one stop shop for all of our content and make it super easy for people to navigate and find anything that they need for their sales cycle.In addition to that, the next thing we wanted to do was roll out digital sales rooms because, again, you heard that was a challenge. We wanted to start to see buyer engagement. So that was really well received by the entire group. So it was very easy for us to get them excited and into the tool and the repeat usage. So that was the starting point.In addition to that, we started and continue to host every Friday an optional drop-in office hours call. And this is really great because people that are available, they'll jump in, they'll listen if they don't have questions, or others will actually ask questions, which then drives conversation and also highlights successes. Because in those moments, you know, people are starting to talk about, oh, you know, this is how we did it, or this worked for me. You really start to see some of those true successes come to life.I think the other important piece is making sure that we had our executive leadership team and other leaders be advocates for Highspot—so making sure that they’re talking about it in their meetings, that they’re highlighting it in town halls.And also, as we're starting to see some of the data and the proof points, I, along with other leaders, are sharing those out through email or on calls for recognition. So things like recognizing top users of Highspot, those that built the most digital sales rooms, those that had the most content viewed, or people viewing their digital sales room.And then I would kind of wrap that up with also—we've had some people create some really creative intro videos that they've included in the digital sales room. We're making sure that we're sharing those broadly so people can spark new ideas on how they want to show up in their digital sales rooms. RR: This is all really great advice, and I think very helpful tips. I love the idea of tapping into that competitive instinct in your salespeople—who has the most pitches, who has the most views. That is something that is gonna ignite activity for sure.So now, thinking that you’ve achieved this adoption and you have your sellers bought in, I’d love to dig a little bit further into maybe what’s next for you. I’ve heard that you’re planning to leverage Highspot AI capabilities to drive scalability and efficiency. So can you share a little bit about how you’re building AI features—things like meeting intelligence—into your enablement strategy going forward? RH: Yeah, absolutely. So we are really excited about leveraging the AI features and meeting intelligence. In fact, that was one of the selling points when we were going through the sales cycle with Highspot.Number one is we love the fact that you can ingest meeting recordings into the platform and right away, using AI, get some feedback on what I would say is like performance feedback.So I love being able to see stats on how much percentage of time a seller spoke versus a prospect—because we want that to be 20%, roughly, right? And we really want to do all of those high-gain questions to have our prospects open up and speak to us, especially, you know, during discovery.The other thing that I really love is using delivery insights. So there’s the pitch variation, pace, and filler words, and that’s really helpful for people that have never used a tool—to share that with them. They maybe have no idea how many times they say “right,” “um,” “you know,” all those different filler words. And so it’s really great to give them that awareness and to also show the pace because some people are fast talkers and some maybe are a little bit slower, so it gives them some intel on how to improve.The other thing that we've actively started using is the follow-up feature. So you can get quick capture or, you know, a transcript that then shows you next steps and actions. So it's a time saver, and you don't feel like you need to take notes. You can just let yourself focus on the conversation and be an active listener. RR: Awesome. I love the value that you’re seeing in some of these features. I really like to hear about the vision, so I would love to maybe hear a little bit about how you’re bringing that vision to life and what that strategy is.In May, you actually joined us here in Seattle for a workshop on our real-world coaching capabilities, and you shared with us that you’re currently testing them with a pilot group.So I'd love if you could kind of lay out how you’re rolling out these capabilities, how the pilot's going, and how you’re kind of empowering users to start leveraging this tool. RH: Yeah, so you’re right. I did attend the meeting in Seattle and it was fantastic. It was such a great opportunity to learn more about the capabilities and start framing up, you know, our go-forward vision of where we want to go with this.And I would say you're right—we are still very much in the early phases of leveraging this, especially, you know, the coaching capabilities. So what is in the works is, you know, we are starting to build out pitching exercises for different industry nuances and buyer personas, and I think that is gonna be super helpful to really get our sellers comfortable with different talk tracks based on different individuals that they’re speaking to.So to me, that is one of the first things that we really want to focus on, and we’ll be coming out of the gate soon. RR: Awesome. Well, I can't wait to hear about how it’s going in a few months. I know a lot of work to be done, but I’m sure a lot of wins in the future.Speaking kind of of down the line, I'd like to maybe turn to your measurement strategy, especially, you know, as we talked about, knowing that you’re a leader with a strong analytics background.I'd be curious—when it comes to enablement programs like this new coaching initiative, what key metrics you’re tracking to measure their impact, and then maybe what success looks like in the next year or so. RH: Yeah, I think we're tracking a blend right now of adoption, engagement, and performance metrics, which I think is really important because we're still in the early phases of rolling this out.So we want to make sure that people are adopting it, and then we want to make sure from an engagement perspective, we’re starting to see people leveraging feedback and things of that nature—and performance metrics. So I'll dive a little bit deeper into that.So definitely we are looking at, you know, the percent of reps who have completed coaching modules and sessions, percent who completed coaching tasks, and feedback ratings for sales reps.In addition to that, we're looking at things like leveraging meetings intelligence metrics, such as, you know, those talk ratios and the objection handling—because the other cool thing is at the bottom of the recording, it shows some key, I would say, like competencies. And I'm not sure how to phrase that, but it's really helpful for a seller to say, okay, this was an area where I should have been focusing on objection handling, and maybe I didn't, right? So some of those things are really important right now.And then performance metrics as well. So we are looking at quota attainment, pipeline growth, conversion rates, sales cycle length. And for me, you know, these seem to be the biggest indicator of success. You know, because you really want to see that ROI.You know, we’re starting to see some of our DSRs that, in the early stages here, we’re winning business. And we do feel like this is a game changer for us because we’re showing up differently. RR: Awesome. I love to hear that. And as I said, I can't wait to hear more about how the momentum grows over time at Direct Travel.Maybe returning to the present, I know you’re still early, but I think it’s important to talk about your wins, right? So I’d love to know—maybe key wins or things that you’re proud of that you’ve achieved so far. Anything you can share with us? RH: Yeah, absolutely. So I would say, you know, through this pilot and launch that we’ve done, we have had sales reps just absolutely elated when they send out a digital sales room, and the very first time someone takes a look at the room, right, and they look at the content, they are sending messages in chat like, oh my gosh, it’s working! And that in and of itself is a testament as to why, you know, we rolled this out.In addition to that, like I was just mentioning, we have already some sellers that have created and used digital sales rooms for the entire sales process, and it has shortened the sales cycle.We have a few individuals where they started at discovery using an intro video, updating some content and collateral about our tech stack and services, and then used it all the way to starting to post the proposal and pricing.And then there we are—we won the business right after that. So it’s pretty impressive. So I think those are the big wins. Just again, you saw the usage, you know, in the high nineties. We’ve got many digital sales rooms that have been created, and we're winning business as a result of it. RR: Wonderful. I think that rep feedback says a lot. If you can get your reps excited, you’re getting exclamation points through Slack—you know you’re doing something right. It seems like you and your team are doing really great work.And I just want to close with one last question. I know you’re deeply involved in mentoring, and you’re a mentor in the GBTA WINiT organization.So to close, I’d love if you could share with us one or two pieces of advice that you would give to other women looking to develop as leaders and drive impact for their organization. RH: Yeah, absolutely. I think the number one thing that I would say to people is: say yes. There are so many times where an opportunity comes up—whether it’s a stretch goal, an opportunity to participate in a project, or to even apply for a position.So many times I’ve talked to women where they feel like, I don't have the skill, I don't have the knowledge, I don't feel comfortable taking that next step. And I always challenge them to say: what's holding you back and why?Right. One of the things I always share with them is multiple examples in my career path where I have said yes. I was nervous. I certainly did not have the experience or maybe even the skill. But I didn't want that to hold me back, because if someone is willing to invest in you, that is the testament in and of itself, right? That is the answer.So take that leap and have confidence in yourself and give it a whirl.And the other thing that I've had a lot of people say many times is: oh, now's not a good time. And there's always reasons to hold back. And I always respond: if not now, when?There's always going to be something. So get over that something and just go for it. RR: That's great advice. I love the idea of just, you know, invest in yourself. There's never a better time than now. I know I'll certainly be taking that to heart.But that's all I want to say—thank you so much for joining us today. It was fantastic to learn a little bit more about you, your work, and the incredible trajectory that Direct Travel is on. RH: Awesome. Thank you so much. I really appreciate the opportunity. RR: To our listeners, thank you for listening to this episode of the Win-Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Welcome to The K9PT Academy podcast, the only podcast in veterinary rehabilitation & physical therapy that focuses on helping business owners and entrepreneurs build and scale a profitable and successful canine rehabilitation business! We've officially hit the halfway mark of 2025 — and while this time of year is often full of reflection, for me, it's also been filled with major life changes as we prepare for the arrival of our twins. In this episode, I share some personal stories and key lessons I've been reflecting on recently — both from life and business — and how those insights can help you reset and refocus your own goals for the remainder of the year. Whether your first half of 2025 has gone according to plan or completely off-track, this episode is about learning how to adapt, grow, and keep moving forward. Listen to the full episode as we discuss: Plans are important — but flexibility is essential: No matter how much we plan, life and business will throw unexpected challenges. The key is to adapt with grace and resilience. Your original plan from January probably looks very different now — and that's okay: Most business owners have had to adjust due to hiring, space, caseload, or life events. Progress still counts, even if it looks different than expected. Not achieving a goal doesn't mean failure — it means an opportunity to reassess: Take time to reflect on what didn't go as planned, what caused the delay, and what you can learn to move forward more effectively. Your mindset is your biggest asset when facing delays or setbacks: Don't let unfinished goals derail your motivation. Instead, reframe them as part of the journey. Be kind to yourself and keep moving forward: It's not about perfect execution. It's about progress, learning, and making the second half of the year count. Life and business are both unpredictable — build a strong foundation but be open to the journey changing shape. Are you interested in learning more about our K9Rehab Marketing platform? That is the only CRM and marketing software available in the market for canine rehab therapists, and it has been an integral component for our business and for dozens of our clients! Just follow the link for more info: https://k9rehabmarketing.com/ Book a FREE strategy call: https://calendly.com/thek9pt/strategy-call Join our Canine Rehabpreneur Community: www.facebook.com/groups/k9rehabpreneur/ Download our fee calculator and training: https://thek9pt.mykajabi.com/Fee-calculator Download our 'marketing done easy' worksheet and training: https://www.k9ptacademy.com/marketing-done-easy ... Thank you so much for listening to this episode and if you found this content valuable here are some additional ways we can help each other: 1) Go to www.k9ptacademy.com for more resources on business ownership, including our free Fee Calculator and Marketing Done Easy worksheet 2) Send us your question or subscribe to our weekly newsletter by emailing us at hello@k9ptacademy.com 3) Share this episode with a colleague who might also find it helpful :-) 4) Leave us a 5-star review so we can expand our reach and help more folks

Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business? Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead. All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com https://www.klaviyo.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150" Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Instead of just relying on the talent of individual sales people, Blair recommends creative agencies identify and invest in six elements as a part of their organization's long-term sales system.   LINKS "Critical Questions Your New Business Person Should Be Able to Answer" 2Bobs episode "How to Ask for Referrals" 2Bobs episode "CRM and the Mistakes to Avoid" 2Bobs episode "Who Should Set Prices?" 2Bobs episode "Mastering the Value Conversation" 2Bobs episode

On this episode of Engage, hosts Capt. Laura Woods and F/O Ryan Argenta sit down with Capt. Tom Thornton from the Professional Standards Committee—a man who's been defusing cockpit conflicts since 1998. With over 17,000 pilots on property, ProStans fields a high volume of calls each week, tackling everything from CRM breakdowns to personality clashes in the flight deck. Tom pulls back the curtain on what really happens when pilots call in, how confidentiality works (hint: it's not anonymous), and why ProStans should be your first stop—not your last—when facing peer-to-peer conflict.  From misunderstandings and fatigue-fueled frustration to inappropriate cockpit banter, Tom shares insights from decades of experience, explaining how ProStans aims to keep conflict resolution in the hands of pilots—not HR. Whether you're new to the Company or a seasoned captain, this episode is a must-listen for understanding how we keep our crews cohesive, professional, and focused on safety. If you need to speak to the Delta MEC Professional Standards Committee, please call 1- 855-778-2637. 

In this episode of the Real Estate Pro Show, host Erika speaks with Karen DeFelice, co-founder of BrokerTeq, about how they are transforming the real estate technology landscape. Karen shares insights on the importance of providing agents with top-notch technology, the challenges she faced early in her career, and the significance of building strong partnerships in the industry. They also discuss future goals for BrokerTeq, including the need for a dedicated marketing department to enhance visibility and growth. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Part 1: Email Marketing vs. CRM for RealtorsConfused about the difference between email marketing and your real estate CRM? In Part 1 of our Email Marketing for Realtors Series, we're breaking down exactly what sets these essential tools apart, and why you need both to grow your real estate business.

Community engagement isn't just a nice-to-have. It's the key to scaling your brand. In this episode, Emma breaks down the true power of building real relationships through social media engagement. If you've been focusing solely on posting content and hoping for the best, you might be missing out on the most impactful part of your marketing strategy: authentic conversations that convert. Emma shares why content alone won't keep your audience around, and how community-first marketing can completely transform your sales pipeline. Whether you've never replied to a DM in your life or you're spending hours in the comments section, this episode will help you rethink the role of engagement in your business growth. Plus, she pulls back the curtain on how Ninety Five Media's unique team structure includes a community coordinator to help you build relationships at scale without adding more to your plate. Listen in as Emma explains: Why engagement, not content, is the true driver of conversions The difference between inbound and outbound community engagement What to prepare before hiring a team to handle engagement for you And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

Julie Deem shares the power of positive habits to lead  happier, healthier, and more fulfilling lives. Learn 5 powerful habits you can start applying today."Gratitude is the healthiest of all human emotions. The more you express gratitude for what you have, the more likely you will have even more to express gratitude for." -Zig ZiglarEpisode Highlights:Start Your Day with Gratitude Prioritize ExercisePractice Mindfulness MeditationNourish Your Body with Healthy EatingPractice Daily LearningRegister for Podfest Masterclass: A.I.& Creator Tools Summit this April 19, 22-24!Use my complimentary code "Deem50" for a discount to join us; ⁠https://podfestexpo.com/masterclass/⁠Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you!Learn more at: https://lyfquest.io/Instagram:USW Podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kalena James ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Julie Deem ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠--------------------------------------------------USW Kokomo ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Production by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠⁠⁠⁠⁠⁠⁠⁠

When the U.S. introduced sweeping tariffs in early 2025, the global trade ripple effects hit the paper and packaging sector hard. Input costs soared, supply chains got tangled, and market competitiveness dipped. But out of this disruption comes transformation.Based on the Future of Commerce article, this episode dives into how paper and packaging companies are stabilizing short-term operations, adapting mid-term strategies, and investing long-term in a more resilient future. From digital supply chain modeling to intelligent pricing and inventory optimization, IT is the backbone of a smarter, stronger, and more agile industry.What You'll Learn in This Episode:1. Immediate Stabilization Through TechnologyHow supply chain risk software and AI-powered analytics uncover tariff exposureUsing pricing engines and FP&A tools to protect margins and manage cash flowBuilding short-term resilience with inventory buffers and foreign trade zones2. Medium-Term Strategies to Adapt and CompeteSupplier diversification with source-to-pay and SRM platformsManufacturing efficiency via MES, APM, TMS, and predictive maintenance toolsExpanding to untapped markets using CRM and market intelligence softwareContract renegotiation supported by CLM and CPQ applications3. Long-Term Resilience Through Integration and InnovationSimulating global network redesign with digital twin supply chain toolsConnecting ERP, SCM, CRM, and pricing systems into a unified digital corePrioritizing high-margin product innovation with PLM systemsTracking trade policy shifts with risk intelligence platforms and IRM toolsKey Takeaways:Tariff disruptions have exposed inefficiencies long tolerated across the paper and packaging industryCompanies that digitize and integrate their systems gain speed, agility, and better decision-makingSupply chain flexibility, predictive analytics, and dynamic pricing are now competitive necessitiesResilience isn't just about surviving the next disruption—it's about being prepared to win during itTechnology is the essential thread enabling transformation across all time horizonsSubscribe to our podcast for expert insights on supply chain resilience, trade policy, and manufacturing innovation. Visit The Future of Commerce for the latest research on how industries are using technology to turn disruption into competitive advantage. Share this episode with operations leaders, digital transformation teams, and anyone preparing for what's next in global commerce.

Feeling overwhelmed by all the tech you think you need to start your coaching business? Breathe easy - because you do not need thousands of dollars for fancy websites, funnel systems, and shiny software to land your first client. I built my first coaching business with just pen and paper, a Google Doc, and an Instagram account. That's it! And guess what? I wasn't a tech wizard!In today's episode, I'm cutting through the noise and busting the biggest myth that's keeping new coaches stuck. I'll walk you through exactly what you need (just three simple things!), what you absolutely don't need, and how to keep everything streamlined so you can focus on what actually matters: getting paying clients through human connection. No fancy systems required.So if tech overwhelm is holding you back, this episode is your permission slip to simplify and start making money. I'll meet you wherever you are on your tech journey - free, low-cost, or all-in options - so you can stop overthinking and start coaching.Topics covered on What Tech and Systems Do You Need When Starting a Coaching Business:The only three tech essentials you need to start your coaching business.Why social media is non-negotiable for your coaching business in 2025.How you can track leads effectively without an expensive CRM system. Free or low-cost options for hosting your course content.When is the right time to invest in more advanced systems for your coaching business?The tech tools I personally use in my coaching business.Resources from this episode:Therapist to Coach Accelerator programGoogle WorkspaceGoHighLevel  ClickFunnelsKajabiConvertKitThriveCartRelated episodes:Building Trust with a Powerful Social Media Presence [Ep 25]Enter The Podcast Giveaway Here:https://thethrivingtherapreneurpodcast.com/reviews

Would you walk away from recurring revenue to chase a bigger opportunity overseas?On this week's episode of The RAG Podcast, I'm joined by Jamie Trevett, founder of Just Construction. Jamie was last on the show in 2022 when his UK construction recruitment firm had 25 staff and a growing contract book.Fast forward to today and Jamie has completely transformed the business. He shut down the contract side in the UK and relocated the company's focus to the US market, where he now runs a similarly sized team doing 95% of their work stateside.In this episode, we discuss:Why he made the bold decision to leave the UK market behindThe operational and cultural shifts required to succeed in the USHow time zones and remote management work across continentsThe growing influence of AI on recruitment deliveryWhat the future could look like for Just Construction, including a potential saleIf you're thinking about scaling into the US or questioning how to futureproof your business in a changing market, you'll get real insight from this one.Chapters00:00 Introduction to Jamie Trevett and Just Construction02:59 Transitioning from the UK to the US Market05:56 Challenges in the UK Construction Recruitment Market08:49 Shutting Down the Contract Side of the Business12:07 Building a Stronger Focus on Permanent Recruitment14:57 Navigating Time Zones and Work Arrangements17:53 Strategies for Expanding into the US Market21:04 The Impact of AI on Recruitment23:43 Future Plans and Potential Sale of the Business__________________________________________Episode Sponsor: AtlasYour memory isn't perfect. So Atlas remembers everything for you. Atlas is an end-to-end recruitment platform built for the AI generation. It automates your admin so you can focus on the business tasks that matter. How many conversations do you have every day? With clients. Candidates. Your team. Service providers.Now how many of those conversations can you recall with 100% accuracy? How many hours a week do you spend making notes to try and retain as much as possible? And how much is still getting lost along the way? Traditional CRM systems weren't built for the type of recruitment business you're running right now. They were built to rely on the structured, tagged, categorised, and formal data you could feed it. Manual processes that needed you to input specific information, based on specific questions and answers. But what about all the other conversations you're having every single day? Atlas isn't an ATS or a CRM. It's an Intelligent Business Platform that helps you perform 10X better than you could on your own. How? By removing all your low value tasks, acting as your perfect memory, and providing highly relevant recommendations to impact your performance. Learn more about the power of Atlas – and take advantage of the exclusive offer for The RAG listeners – by visiting https://recruitwithatlas.com/therag/ __________________________________________Episode Sponsor: HoxoRecruitment agency founders - this one's for you.What's your plan for the rest of 2025?If it's based on more cold outreach, referrals, or hiring more recruiters… we've got news for you. That's not where the smart money is going.The market has changed. AI is everywhere. Noise is louder than ever.So if you want to scale profitably this year, you need to do things differently!It starts with what you already have.Your experience. Your network. Your voice.And we are showing you exactly how to use it in a...

בחודש יולי 2025 גוגל התחילה בהשקה של פיצ'ר חדש בשם "Manage Subscriptions" בתוך Gmail, המיועד לעזור למשתמשים להשתלט על עומס הודעות הדיוור שהם מקבלים ולנהל את הניוזלטרים והדיוורים השיווקיים שהם רשומים אליהם במקום מרוכז אחד. כך Gmail כותבת: קל מאוד להרגיש מוצף מכמות עצומה של אימיילים מרשימות תפוצה שמעמיסים על תיבת האימייל שלכם: התראות על מבצעים יומיים שנראות כמו ספאם, ניוזלטרים שבועיים מבלוגים שכבר אינך קורא, ואימיילים שיווקיים מחנויות שלא קנית בהן כבר שנים. כל אלה יכולים להצטבר במהירות. עם הפיצ'ר החדש של Gmail בשם "ניהול מנויים" תוכלו לצפות ולנהל את האימיילים שהנכם מנויים עליהם במקום אחד, ולבטל הרשמה בקלות מכל מה שכבר לא רלוונטי עבורכם.עוד היא כותבת- Gmail תמיד פעלה כדי לשמור על תיבת אימייל נקייה מאימיילים לא רצויים. הדרישות שלנו מממדוורים (הוצגו ב-2024) וכלים שמערכות דיוור הוסיפו כמו "ביטול הרשמה בקליק אחד" (easy unsubscription) המעניקים שליטה גדולה עוד יותר ולבחור אילו אימיילים אתם רוצים להמשיך לקבל, ולהפסיק לקבל את האימיילים שאתם לא רוצים יותר לקבל. לצד המאמצים שלנו לשמור על תיבות אימייל בטוחות, אנו גם שמים דגש על מתן שליטה רחבה יותר למשתמשים על ההודעות שהם רוצים לקבל. כיום Gmail חוסם יותר מ-99.9% מהספאם, ניסיונות פישינג ונוזקות, ולאחרונה השקנו מנגנוני הגנה חדשים מבוססי בינה מלאכותית שהפחיתו ב-35% את כמות האימיילים שכוללים ניסיונות הונאה (פישינג).מהו מרכז המנויים החדש? האזינו לפרק.---CRM.BUZZ הוא בלוג ופודקאסט בעברית העוסקים באימייל מרקטינג, עבירוּת אימיילים ושיווק.יוצר הפודקאסט והבלוג הוא סלע יפה (Sella Yoffe), מומחה בינ"ל לעבירוּת אימיילים ושיווק באימייל, מסייע למדוורים גלובליים, סטרטאפים, סוכנויות אימייל ומערכות דיוור (ESPs) עם מסירות אימייל, אימות אימייל (SPF, DKIM, DMARC, BIMI), ואסטרטגיית אימייל. קישור אל הבלוג

Die strategische Schlacht der Tech-Giganten um die Orchestrierung der Agenten Vor über 40 Jahren revolutionierte SAP die Unternehmenswelt mit ERP-Systemen und schuf den Markt der ERP-Systeme. Darauf haben sich weitere sogenannte „Systems of Record“ (SoR) Systeme wie CRM oder MIS als digitales...

Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business? Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead. All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com https://www.klaviyo.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150" Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

In dieser Podcast-Episode spreche ich mit Dr. Claus Hunold, Vorstand Vertrieb und Marketing der Haftpflichtkasse. Wir tauchen tief in die Welt des Maklervertriebs ein und beleuchten, wie sich dieser Bereich verändert und wie digitale Tools den Erfolg maximieren können. Claus erzählt von der ungewöhnlichen Geschichte der Haftpflichtkasse, die über 120 Jahre alt ist und lange Zeit ohne strukturierten Maklervertrieb auskam, weil der exzellente Service von alleine für ein starkes Wachstum sorgte. 5 Highlights der Episode: Die Evolution des Maklervertriebs: Claus erklärt, warum die Haftpflichtkasse jetzt einen gezielten Aufbau eines Maklervertriebs angeht, angetrieben durch den zunehmenden Wettbewerb und veränderte Anforderungen junger Makler. Junge Makler, so Claus, brauchen schnelle, digitale Lösungen, aber gleichzeitig auch persönlichen Kontakt und einen vertrauenswürdigen Partner. Die Bedeutung von Community Building: Claus betont die Wichtigkeit des Community-Gedankens im Maklervertrieb. Nicht nur überragende Produkte, sondern auch der persönliche Austausch und die Schaffung einer Community sind für langfristigen Erfolg entscheidend. Die Haftpflichtkasse setzt hierfür auf Veranstaltungen und Weiterbildungsreihen. Der Einsatz von Salesforce als CRM-System: Claus berichtet über die Implementierung von Salesforce zur effizienten Steuerung des Maklervertriebs. Das System ermöglicht die Analyse von Maklerdaten, die Automatisierung von Marketingkampagnen und die Identifizierung von "Next Best Actions". Claus betont aber auch, dass die richtige Strategie und interne Prozesse unerlässlich sind, um das CRM effektiv zu nutzen. Die Segmentierung von Maklern: Die Haftpflichtkasse segmentiert ihre Makler in verschiedene Tiers (A+, A, B+, B, C+) basierend auf Umsatz und Potenzial. Das hilft, die Betreuung zu personalisieren und die Ressourcen effizient einzusetzen. Zusätzliche Datenquellen wie das Maklerradar liefern wertvolle Informationen. Künstliche Intelligenz und der menschliche Faktor: Wir diskutieren die Rolle von KI im Maklervertrieb. Claus ist überzeugt, dass KI unterstützende Funktionen übernehmen kann, aber der persönliche Kontakt zum Makler unverzichtbar bleibt. Die Haftpflichtkasse setzt auf eine Kombination aus menschlicher Betreuung und KI-gestützten Tools, um den Service zu verbessern, ohne die menschliche Komponente zu verlieren. Links in dieser Ausgabe Zur Homepage von Jonas Piela Zum LinkedIn-Profil von Jonas Piela Zum LinkedIn-Profil von Dr. Claus Hunold Die Liferay Digital Experience Platform Kunden erwarten digitale Services für die Kommunikation, Schadensmeldung und -abwicklung. Liferays Digital Experience Platform bietet Out-of-the-Box-Funktionen wie Low-Code, höchste Sicherheit & Zuverlässigkeit. Jetzt Kontakt aufnehmen.

Watch the Episode LIVE: Click HERE to watch the Interview LIVE!   In this captivating episode of the Millionaire Car Salesman Podcast, hosts Sean V. Bradley and Tianna Mick embark on a journey to explore the transformative role of artificial intelligence in the automotive industry, driven by the revolutionary capabilities of ChatGPT by OpenAI.  "AI is becoming a seamless part of daily life." - Knight ChatGPT Throughout the discussion, ChatGPT, dubbed "Knight" by Sean for brand alignment, showcases its prowess in enhancing dealership operations and how it stands as a powerful ally for car sales professionals aiming to improve their efficiency and results. "AI helps dealerships and their teams do more with less effort, ultimately driving growth and improving the customer experience." - Knight ChatGPT Delving into the automotive industry's ongoing digital evolution, Knight ChatGPT underscores the optimization potential AI holds in routine operations such as customer relationship management and predictive analytics. The episode covers practical applications, including crafting personalized customer communications and analyzing customer data to drive sales performance.  "You can get tailored advice, cutting-edge strategies, and proven techniques all in one place, helping you elevate your sales game." - Knight ChatGPT With a greater emphasis on integrating AI insights into daily sales workflows and customer interactions, dealerships are poised to provide more efficiency and personalized customer experiences, securing a competitive edge in the market. "If you're not using AI, it's not that you're going to be left behind. You are ALREADY behind." - Tianna Mick Key Takeaways: ✅ AI, particularly models like ChatGPT, can revolutionize dealership operations by automating routine tasks and providing personalized customer interactions. ✅ Sales professionals can leverage AI technology to craft tailored communication strategies, optimize their lead conversion processes, and enhance customer relationship management. ✅ AI-driven tools empower dealerships to stay competitive by integrating predictive analytics and personalized communication, crucial for improving customer satisfaction and sales outcomes. ✅ Ensuring a robust AI training program for dealership teams helps maximize the technology's potential, from the sales floor to business operations. ✅ Advanced AI tools, such as DealerSynergy AI, are facilitating state-of-the-art solutions, like generative video content, to enrich customer experiences and streamline sales operations.   About Knight ChatGPT Knight ChatGPT represents an advanced AI language model developed by OpenAI, known for its ability to engage in natural language conversations and infer human-like understanding from the input it receives. It serves as a dynamic assistant capable of generating human-like text across a broad range of topics and applications.   ChatGPT: Transforming Automotive Sales Through AI Innovation Key Takeaways: AI's Next Frontier in Automotive Sales: Artificial Intelligence, specifically ChatGPT, is set to revolutionize the automotive industry by enhancing efficiency, customer engagement, and sales effectiveness. Empowering Dealerships and Sales Professionals: AI tools provide dealerships and their employees with valuable insights and automation capabilities to improve operations and focus on high-value tasks. Building a Robust Referral Network: Leveraging AI to cultivate and manage a network of referral agents can dramatically increase a dealership's leads and sales opportunities. The advent of artificial intelligence technology is reshaping industries across the globe, and the automotive sector is no exception. This week's episode of the Millionaire Car Salesman Podcast explores how ChatGPT, an advanced AI developed by OpenAI, is not just an assistant but a revolutionizing presence in automotive sales. From streamlining operations to generating qualified leads, AI promises to redefine how car salespeople engage with and sell to their customers. AI's Next Frontier in Automotive Sales Artificial Intelligence, particularly ChatGPT, has emerged as a transformative force in enhancing dealership operations, customer engagement, and overall sales effectiveness. As described in the transcript, AI in the automotive space helps handle tasks that typically require human intelligence, "like a super advanced assistant," providing valuable support and ideas (Knight ChatGPT, [0:05:07]). AI technology's application in car shopping is profound, offering enhanced search capabilities and personalized customer experiences. "When it comes to car shopping, the average American is leveraging AI in several ways," notes Knight. By operating recommendation engines, virtual assistants, and price comparison tools, AI equips dealerships and consumers with powerful tools to streamline decision-making (Knight ChatGPT, [0:07:00]). Moreover, the competitive edge AI offers through refining dealership operations and marketing strategies cannot be understated. As affirmed, "AI makes the entire journey from research to purchase more efficient, personalized, and user friendly" (Knight ChatGPT, [0:07:47]). Empowering Dealerships and Sales Professionals The integration of AI into dealership operations provides tangible benefits for both managers and sales professionals. The transcript emphasizes how tools like ChatGPT can enhance customer interactions through streamlined communications and personalized engagement. For instance, crafting custom e-mail scripts and voicemail message scripts tailored to specific customer needs leads to higher conversion rates. In the words of Knight, "By integrating ChatGPT…dealerships can offer a more personalized, efficient and proactive customer experience," setting themselves apart from competitors (Knight ChatGPT, [0:13:09]). Beyond communication capabilities, AI-driven analytics allows for understanding and predicting consumer behavior, optimizing inventory management, and creating targeted marketing campaigns. This precision enables sales teams to tailor their strategies closely to customer demands, as detailed when discussing CRM capabilities. "AI helps dealerships and their teams do more with less effort, ultimately driving growth and improving the customer experience" (Knight ChatGPT, [0:10:12]). AI's role in sales training is another vital aspect of empowering automotive professionals. The potential for continuous improvement through real-time feedback and data analysis enables salespeople to hone their skills and stay competitive in a fast-evolving market. Building a Robust Referral Network One of the most compelling discussions in the transcript revolves around using AI to build a network of referral agents. By effectively communicating and creating partnerships with individuals in various industries, sales professionals can amplify their reach and lead generation efforts. ChatGPT's ability to craft personalized messages and guide referral programs highlights how AI can facilitate these relationships. Sean comments, "Leveraging ChatGPT to build a network of referral agents can make a huge difference" (Knight ChatGPT, [0:23:55]). The strategic advantage of employing referral networks lies in their ability to reach untapped markets and cultivate trustworthy leads. As Knight outlines, using ChatGPT to establish structured referral incentives and maintain regular engagement with agents creates a robust system for generating high-quality referrals. Importantly, training these referral partners ensures they are effective extensions of the dealership. ChatGPT can assist in creating educational materials and communication guidelines to ensure referral agents are well-equipped to promote the dealership and its offerings. Revolutionizing Traditional Dealership Models Through AI The ongoing digital transformation in the automotive industry is massively supported by AI advancements like ChatGPT. This technology enables dealerships to leverage innovative solutions to longstanding industry challenges, from optimizing internal operations to enhancing consumer relationships. The dialogue in the podcast exemplifies how AI integration translates into tangible business improvements, from micro-level sales tactics to macro-level market strategies. The potential to blend data-driven decision-making processes with empathetic customer interactions transforms the industry paradigm. By embracing AI media solutions like DealerSynergy AI, dealerships unlock new avenues of engagement, ensuring a tailored, memorable customer experience, as Tiana Mick points out, "And the best thing about it is that you just record it once…the possibilities are endless" (Tianna Mick, [0:43:43]). In embracing and advancing AI use, the automotive industry is poised for a powerful transformation. As underscored in the transcript, leveraging technology like ChatGPT will not only lead to more significant sales and profitability but will ensure that dealerships build enduring customer relationships and deepen their impact on the market landscape. With AI co-piloting alongside sales professionals, the automobile industry stands at the brink of its most innovative era.   Resources: Dealer Synergy & Bradley On Demand: The automotive industry's #1 training, tracking, testing, and certification platform and consulting & accountability firm.   The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry! With over 29,000 members, gain access to successful automotive mentors & managers, the best industry practices, & collaborate with automotive professionals from around the WORLD! Join The Millionaire Car Salesman Facebook Group today!   Win the Game of Googleopoly: Unlocking the secret strategy of search engines.     The Millionaire Car Salesman Podcast is Proudly Sponsored By: Dealer Synergy: The #1 Automotive Sales Training, Consulting, and Accountability Firm in the industry! With over two decades of experience in building Internet Departments and BDCs, we have developed the most effective automotive Internet Sales, BDC, and CRM solutions. Our expertise in creating phone scripts, rebuttals, CRM action plans, strategies, and templates ensures that your dealership's tools and personnel reach their full potential.   Bradley On Demand: The automotive sales industry's top Interactive Training, Tracking, Testing, and Certification Platform. Featuring LIVE Classes and over 9,000 training modules, our platform equips your dealership with everything needed to sell more cars, more often, and more profitably!

  In this engaging conversation, Dylan Silver interviews Michelle Gonzalez, a Miami-based real estate broker and investor. They explore Michelle's journey into real estate, the vibrant culture of Miami, and the unique opportunities within the commercial and restaurant real estate markets. Michelle shares insights on the importance of education in real estate, innovative investment strategies, and the evolving landscape of student housing. The discussion highlights Miami's appeal as a melting pot of cultures and a hub for international real estate investment. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Investor Fuel podcast, host Michelle Kesil interviews Jon Conelly, a seasoned real estate professional with extensive experience in the Phoenix and Portland markets. Jon shares his journey in real estate, discussing his diverse roles from construction to brokerage, and his recent return to the industry after a brief retirement. He emphasizes the importance of understanding market dynamics, navigating challenges, and building strong relationships through effective networking and CRM systems. Jon also outlines his goals for the year and offers insights into the unique aspects of the real estate markets in Oregon and Arizona. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of Grow a Small Business, host Troy Trewin interviews Nelly Gal, founder of Live Vibrant Wellness & Esthetics, who shares her incredible story of going from $0 to building a $2M+ med spa business in just four years. Nelly opens up about supporting 12 family members back in Cuba, working only three days a week, and how she overcame burnout while scaling her clinic. She dives into the mindset shifts that helped her grow, the power of trusting her team, and why true success means having wealth without sacrificing joy or health. It's a must-listen for entrepreneurs, especially women, seeking inspiration to build a thriving business and life on their own terms. Other Resources: When should a growing small business have a Board of Directors or Advisors?en should a growing small business have a Board of Directors or Advisors? Get a return from an effective Chairperson of a Board Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Nelly Gal, the hardest part is changing your own mindset and truly believing in yourself. She says overcoming self-doubt and imposter syndrome is tougher than any operational or financial challenge. What's your favorite business book that has helped you the most? Nelly Gal shares that Traction by Gino Wickman has been one of the most impactful books for her business journey, along with favorites like Atomic Habits and The 4-Hour Workweek. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Nelly Gal reveals that her biggest resource lately is actually ChatGPT and exploring AI tools. She's also invested in learning platforms like the app Cursive to deepen her knowledge of AI and tech for business. What tool or resource would you recommend to grow a small business? Nelly Gal strongly recommends having a solid CRM like Go High Level, using QuickBooks for finances (handled by her accountant), and above all — mastering AI tools like ChatGPT to save time and unlock new strategies. What advice would you give yourself on day one of starting out in business? Nelly Gal would tell her younger self: keep going, it gets better. Believe in yourself, stay patient, and know that you're far more capable than you think — your hard work will create something that feeds people, brings joy, and changes lives. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Success isn't a number in your bank account — it's working three days a week, caring for your family, and living without burnout — Nelly Gal Trust your gut when hiring; the wrong person in the wrong seat will cost you more than you can imagine — Nelly Gal Invest in ads, invest in your team, and most importantly, invest in yourself — because your growth is the foundation of your business — Nelly Gal

In this episode, host Pete Moore sits down with Mary Laudati, a seasoned sales and marketing leader with deep roots in the HALO (Health, Active Lifestyle, Outdoor) space. From her days leading the sales group at Sports Club LA to her current role as a consultant working with top clubs across the U.S. and internationally, Mary shares her insights on building effective sales strategies, leveraging cutting-edge software like Salesforce, and creating a powerful culture of member engagement and retention. She provides boots-on-the-ground, immediately actionable tips on using data, recording sales calls, and mystery shopping to pinpoint where clubs are leaving revenue on the table—plus, the importance of strong onboarding and personal connections to keep members coming back. Mary also discusses the latest trends in CRM technology, club operations, and the shift toward shared memberships and referral models. Whether you're a club owner, sales team leader, or just passionate about the business of the HALO space, Mary's advice on finding—and keeping—members is pure gold. On early member retention, she states, "Those three months are crucial . . . for those clubs that don't have salespeople, not only do you want to embrace the incoming (they've got to follow up and make a lot of phone calls), but they also have to check on the new members and look at their attendance to make sure that they're coming in." Key themes discussed Importance of sales strategies and processes in health clubs. Customizable CRM/software solutions for sales and retention. The critical role of training and investing in your employees. KPIs, net growth, revenue, and retention. Mystery shopping and call recording for sales team improvement. Enhancing member engagement, onboarding, and relationship-building. Shared membership/referral programs to boost membership and loyalty. A few key takeaways:  1. Sales Process Needs Structure and Ongoing Evaluation: Mary emphasized that many clubs claim to have a strong sales team, but more often than not lack strategies, scripts, or KPIs. She underlined the importance of having sequential, process-driven systems and regular evaluation—often through recording, analyzing calls, and “mystery shopping” the current experience. 2. CRMs and Custom Software Are Game-Changers: A major part of the episode centers around the critical need for effective, customizable CRMs. Mary championed Salesforce for its adaptability, noting her experience implementing it at Millennium Partners. She highlighted recent successes helping clubs (like Powerhouse Gyms in Novi, MI) leverage technology to understand their numbers, coach their teams, and boost revenue. 3. Training and Investment in People Drives Revenue: Laudati strongly advocates investing in employee training alongside technology. She's seen clients who paired software adoption with robust training, and realized up to 25% growth year-over-year. She's a believer in hands-on onboarding, coaching, and ensuring team members are held accountable—not just to sales, but to ongoing member engagement. 4. Retention is as Critical as Acquisition: Both Mary and Pete stressed the importance of looking beyond just new member acquisition to also address attrition. Laudati recommends clubs track net growth (sales minus cancels), invest in the early months of a member's journey, proactively reach out to disengaged members, and create meaningful connections (a la “Cheers,” where everyone knows your name!) 5. Shared Memberships and Ongoing Engagement are Winning Strategies: Highlighting clients like Bay Clubs, Laudati also talked about the explosion of shared or referral-based memberships and how they can create instant community and value. She noted the value of actively integrating new members into programs or group activities (think personal training, group ex, or even pickleball) during the crucial first three months to help maximize retention. Resources:  Mary Laudati: https://www.linkedin.com/in/mary-laudati-89206232 Mary Laudati Sales Consulting: https://www.marylaudati.com   HALO Talks 2 Minute Financial Drills (Videos): https://bit.ly/2minutedrills  Prospect Wizard: https://www.theprospectwizard.com  Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Hey friends,After 10 incredible years of building Causeartist solo, I'm excited to share something personal with you.Last year, some amazing partners who believe deeply in the mission and future of Causeartist reached out. I knew from the initial conversation it was the right fit.The Pay It Forward Company (PIF) has officially acquired Causeartist, and I couldn't be more energized about what this means for the next decade.What's changing?Nothing about the core mission or voice will change. I'm still the founder of Causeartist and will continue to lead our daily content, podcasts, and community—just with more support, more resources, and a bigger vision.What's new?In addition to running Causeartist, I've also joined the PIF Venture Team as a partner. This means I'll be working more closely with early-stage impact startups and the people building infrastructure for a better world. More on that soon.Joining PIF feels like the perfect move at the right time.Their values align perfectly with everything Causeartist stands for: purpose-driven ventures, impactful innovation, and paying it forward.You can learn more about the venture side of the firm here and the advisory side here.To everyone who's subscribed, shared a post, tuned into the podcast, or built something impactful—you've helped Causeartist grow into what it is today. And now, we get to grow even further, together.We have some exciting things happening in the future.Here's to the next decade.

In this special compilation episode of Mission Admissions, host Jeremy Tiers sifts through his Season 4 conversations to bring you some important leadership reminders, as well as a handful of customer service strategies that will help you deliver a more memorable college search experience for prospective students and families.Guest Names:Ken Anselment, Vice President for Enrollment Management, RHB Stephanie Dickerson, Associate Director of Admission, University of Louisville Pasquale Romano Jr., Hospitality Expert & Accounts Manager, UrVenue Dr. Matt McLendon, Associate Vice President and Executive Director of Enrollment Management at The University of Alabama  McKenzie Sullivan, Admissions Counselor, The University of Akron  Reece Baines, Junior, Wilson High School, PA Mickey Baines, Partner and Technology Services Practice Leader, Kennedy & Company Guest Social: Ken: https://www.linkedin.com/in/kenanselment/Stephanie: https://www.linkedin.com/in/stephanie-dickerson-m-a-a816779a/Pasquale: https://www.linkedin.com/in/pasquale-romano-jr/Matt: https://www.linkedin.com/in/matthew-mclendon/McKenzie: https://www.linkedin.com/in/mckenzie-sullivan-m-ed-36051b144/Mickey: https://www.linkedin.com/in/mickeyb/Guest Bios: Ken Anselment is Vice President for Enrollment Management at RHB, a division of Strata Information Group. He joined RHB in May 2022 after serving as the Vice President for Enrollment at Lawrence University in Appleton, Wisconsin, where he worked for 18 years.Stephanie Dickerson is currently in her eighth recruitment cycle with UofL. She began her career there in 2017 as an Admissions Counselor and progressed into a Senior Admissions Counselor role, then the Coordinator of the Dual Credit Program & AP Summer Institute, and now her current role as Associate Director. A seasoned hospitality professional with over 15 years of experience in Las Vegas, working with renowned hotels and nightlife/daylife concepts, Pasquale Romano Jr. is now an advisor for UrVenue the leading hospitality technology solution working with well-known hospitality brands like Tao Group, Groot Hospitality, and Wynn Nightlife.Dr. Matthew B. McLendon leads the University of Alabama's enrollment efforts, providing strategic leadership for enrollment planning, implementation and assessment. He also has fiscal responsibility for all facets of enrollment management.McKenzie Sullivan currently serves as an admissions counselor at The University of Akron. In addition to her work at UA, she sits on the OACAC executive board as the Northeast Ohio Delegate and is a part of the NACAC NEXT leadership cohort for 2024-2025.Reece Baines is currently finishing up his junior year of high school in Pennsylvania. He's an avid drummer, also works part time for a local community organization, and he volunteers as an orientation counselor at his high school. As a consultant and former practitioner in higher education, Mickey Baines has over 25 years of experience building, implementing, and leading enrollment and student success systems and teams. In his current consulting role he leads the technology services practice for Kennedy & Company, helping colleges and universities with their design, implementation, and customization of CRM technologies.  - - - -Connect With Our Host:Jeremy Tiershttps://www.linkedin.com/in/jeremytiers/https://twitter.com/CoachTiersAbout The Enrollify Podcast Network:Mission Admissions is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too!Enrollify is made possible by Element451 — the next-generation AI student engagement platform helping institutions create meaningful and personalized interactions with students. Learn more at element451.com. Attend the 2025 Engage Summit! The Engage Summit is the premier conference for forward-thinking leaders and practitioners dedicated to exploring the transformative power of AI in education. Explore the strategies and tools to step into the next generation of student engagement, supercharged by AI. You'll leave ready to deliver the most personalized digital engagement experience every step of the way.Register now to secure your spot in Charlotte, NC, on June 24-25, 2025!

In this episode of the Used Car Dealer Podcast, Zach Klempf is joined by Ross Tinkham, Go-To-Market Leader at Podium, and Alex Lawrence, CEO of EV Auto, a leading EV-only independent dealership and Podium customer.Fresh off the buzz of post-NIADA conversations around AI, Zach explores how artificial intelligence is transforming communication, sales, and service in the independent dealer space. Ross shares how Podium's AI-driven BDC solutions are enhancing lead engagement and operational efficiency, while Alex gives a boots-on-the-ground perspective from running a fast-growing used EV dealership—and how his team uses AI to handle everything from acquisition to service.Whether you're skeptical about AI or looking to take your dealership to the next level, this episode dives deep into the future of customer engagement, digital retail, and EV-specific dealership strategy.For More about Podium Visit - https://www.podium.com/industry/used-auto?utm_medium=third_party_-_podcast&utm_source=used_car_dealer_podcast&utm_campaign=25q3-noram-car_dealership-third_party_media-ucdp_w/_alex_lawrence-july&utm_term=prospecting&SCID=701UL00000PfzM6YAJ 

Did your CRM promise a utopia but delivered a fancy Rolodex with a UX degree? Join Pete and Kat as they bravely poke the sacred cow of CRM and ask the tough questions like: ❓ Why does your telco need seven days and a séance to fix your modem? ❓ Why does your virtual agent sound like a confused intern filling out a colour chart? ❓ And why does it still take 5.2 days to solve a problem that should take 30 minutes? It’s the CRM roast you didn’t know you needed - with real data, real frustration, and a really broken Wi-Fi modem.

Email's Not Dead, But It's Definitely Had a Glow-UpA TMM recap of “The School of Email Marketing” with Lauren and Frank from DotdigitalThis wasn't about the perfect subject line formula or how many emojis are too many. Instead, Lauren and Frank gave us the real stuff. The kind of strategic, CRM-level thinking that helps marketing teams stop sending emails for the sake of it and start building long-term, revenue-generating relationships.Take the time to check out our partners, all of whom we work with because we think they're useful companies for lovely marketers.Frontify - All your brand assets in one place: Frontify combines DAM, brand guidelines, and templates into a collaborative source of brand truth.Cambridge Marketing College - The best place to get your marketing qualifications and apprenticeships.Planable - the content collaboration platform that helps marketing teams create, plan, review, and approve all their awesome marketing content.NOAN - your superhuman business partner. Easily build your strategy & control your business knowledge with AI, then use it to manage your tasks, create content & supercharge your marketing.

Yeni müşteri kazanmak mı, yoksa mevcut müşteriyi elde tutmak mı daha değerli?Bugünkü bölümümüzde dijital pazarlama dünyasında sıkça gözden kaçan ama aslında en yüksek yatırım geri dönüşünü (ROI) sağlayan bir stratejiyi masaya yatırıyoruz: Retention Marketing, yani müşteri tutundurma stratejileri. Reklam bütçenizin büyük bir kısmını yeni müşteri çekmeye harcıyorsanız, belki de en büyük kazanç fırsatınızı göz ardı ediyor olabilirsiniz.Retention neden bu kadar kritik?Yeni bir müşteri kazanmanın maliyeti, mevcut müşteriyi elde tutmaktan ortalama 5 ila 25 kat daha fazladır. Buna rağmen pek çok marka, sadık müşterilerine ikinci, üçüncü hatta dördüncü alışverişi yaptıracak sistemleri kurmakta geç kalıyor. Oysa küçük bir e-posta otomasyonu, bir kişisel kampanya önerisi ya da satış sonrası destek, müşteri memnuniyetini zirveye çıkarabilir.Sadık müşteri, en büyük reklamcınız olabilirBugün konuşacağımız stratejiler sadece tekrar satış oranlarını artırmakla kalmaz, aynı zamanda markanızın çevresinde bir topluluk oluşturur. Sadık müşteriler size sadece tekrar satış getirmez, aynı zamanda sizi arkadaş çevrelerine tavsiye eder, sosyal medyada markanızı savunur ve kriz anlarında bile sizi terk etmezler.Pazarlama stratejinizi tersine çevirinBu bölümde yeni müşteri kazanımına değil, elinizdekini elde tutmaya odaklanacağız. Özellikle dijital platformlar, CRM sistemleri, e-posta ve WhatsApp otomasyonları, sadakat kampanyaları gibi taktiklerle müşteriyi nasıl markaya bağlı kılabileceğinizi örneklerle açıklıyorum.İşletmeniz için örnek senaryolarBir doğal taş mağazası için hazırladığımız müşteri segmentasyon sisteminin 3 ayda nasıl %37 daha fazla sipariş getirdiğiniShopify'da kurulan bir sadakat programının geri dönüşüm oranlarını nasıl 2 katına çıkardığınıKommo CRM'de otomatikleştirilen satış sonrası destek süreçlerinin müşteri puanlamalarını nasıl yükselttiğiniVe en önemlisi, bu adımları nasıl siz de kurabilirsiniz… hepsini detaylıca anlattım.Kullanacağımız stratejiler arasında neler var?Kişiselleştirme ve segmentasyonun gücüOtomatik e-posta serileri ve hatırlatma sistemleriSatış sonrası müşteri desteğiSadakat ve ödül programlarıMüşteri yaşam boyu değeri (CLV) analizleriChurn rate'i düşürmenin yollarıKendi retention sistemini kurmak isteyenler için rehberBu bölümde teoriden çok pratiğe odaklanıyorum. Anlattığım yöntemleri Kommo CRM, HubSpot, Shopify veya diğer platformlarda birebir uygulayabilir, hemen sonuç almaya başlayabilirsiniz. Ayrıca kendi stratejisini kurmak isteyenlere özel ipuçları da bölümün sonunda yer alıyor.Sonuç: Sürdürülebilirlik yeni müşteride değil, mevcutta saklıKısa vadeli kazançlar için müşteri çekmek elbette önemli. Ancak gerçek büyüme, sadık müşteri ile gelir yaratmakta. Bu podcast bölümü, uzun vadeli marka inşası ve kârlılık için size sağlam bir yol haritası sunacak.En güncel bölüm ve paylaşımlar için podcastimi Spotify ve YouTube'da takip etmeyi unutmayın.

Meet Seth.

Why you should listenGaurav shares how Jeeva.ai is revolutionizing sales automation by making AI-powered outreach as simple as ChatGPT, without the complexity of tools like Clay.Learn how to cut through the noise of generic AI outreach with personalized, multi-channel strategies that actually improve deliverability and response rates.Discover the future of sales technology and why natural language interfaces will replace complex CRM workflows - plus get insights from a Forbes 30 Under 30 founder backed by Mark Benioff.Your clients' sales teams are drowning in CRM busywork, spending hours on data entry and lead research instead of actually selling. Meanwhile, their cold outreach campaigns are getting lost in the noise of AI-generated spam, delivering terrible conversion rates despite all the time invested. If this sounds familiar, you're not alone - and there's finally a solution. In this episode, I sit down with Gaurav Bhattacharya, CEO of Jeeva.ai, who's built the AI sales automation platform that's changing everything. Gaurav is a repeat B2B SaaS founder who went from creating a radiology tool adopted by the Indian government at age 17 to raising over $20M and hitting $7M revenue in just 12 months with his latest venture. We dive deep into how Jeeva.ai eliminates the biggest pain points in modern sales - from automated lead research and data enrichment to personalized outreach across multiple channels. You'll discover why most outbound tools are actually making the spam problem worse, how to improve email deliverability in an AI-saturated market, and why the future belongs to natural language interfaces that work where sales teams actually spend their time.About Gaurav BhattacharyaGaurav Bhattacharya is a repeat B2B SaaS founder and Forbes 30 Under 30 honoree who's built, scaled, and exited startups before most founders finish their MVP. Currently the CEO of Jeeva.ai, he's leading the charge in automating outbound AI-powered SDR agents — helping B2B teams 2x their pipeline in half the time (and cost).Before Jeeva, he co-founded involve.ai, a customer intelligence platform that grew to 500+ companies and 1.1M users globally. He raised over $20M from top investors like Sapphire Ventures, Stanford University, and Gokul Rajaram — and hit $5M ARR in under 9 months with just 11 people.But Gaurav's story starts even earlier — at 17, he co-built a radiology tool that the Indian government adopted nationwide to fight sex-selective abortions. He's been featured in Forbes, Business Insider, LA Business Journal, and top startup podcasts — and he's not here to preach theory. Gaurav brings real-world operator lessons, raw founder stories, and tactical GTM frameworks that listeners can steal and ship the same day.When he's not building, he's probably over-caffeinating, mentoring founders, or geeking out on outbound psychology.Resources and LinksJeeva.aiGaurav's LinkedIn profileGet Jeeva at 90% off on your first yearElevenlabs.ioCaptions.aiHeygen.comChatgpt.com593

This week, Marc Bernstein sits down with David Karandish, Founder and CEO of Capacity, for a conversation that stretches beyond tech stacks and into the future of how humans and systems work together. From the outdated CRM to the rise of “systems of engagement,” Marc and David unpack why the traditional software hierarchy is being flipped—and how AI copilots are becoming essential teammates, not replacements. They explore what it takes to design tech that aligns with how people actually get work done, the role of smart automation in the “Decade of the Agent,” and the real story behind the latest M&A movement in contact centers. Whether you're thinking about how to structure your tools or your team, this episode is a masterclass in strategic clarity.Timestamps:00:00 Introduction01:24 Before Capacity02:32 CRM, CCaaS, & AI12:56 Decade of the Agent18:26 System of Engagement23:13 M&A Activity in the Contact Center34:13 Organizing Frameworks47:00 AI in 3 Years

Alan Hollander, VP of Offer Packaging and Pricing Strategy at Blackbaud, has led pricing initiatives for six years. With nearly three decades in pricing, his impressive career began in 1994 when Tom Nagle hired him after Alan excelled in Nagle's "Strategy and Tactics of Pricing" course. He also held key roles at Ellucian and Simon-Kucher & Partners, bringing deep expertise in large-scale pricing transformations. In this episode, Alan addresses a major challenge for SaaS companies: how AI disrupts traditional per-user pricing. Drawing on his experience at Blackbaud (serving nonprofits with CRM and financial tools), he explains why AI's efficiency conflicts with seat-based pricing. He and Mark discuss the difficulties of shifting customers to new pricing models, managing multiple approaches, and implementing pricing innovations gradually.   Why you have to check out today's podcast: Understand why AI is fundamentally incompatible with per-user pricing and what alternatives actually work in practice. Learn how to implement pricing model changes without overwhelming your organization's operational capabilities. Discover the "crawl, walk, run" approach to pricing transformation that builds momentum through proven results.   "Don't go right to the end goal, in the future state, because people are just going to look at you cross-eyed. Start with quick wins, start with test pilots, test the concepts, show the results, quantify the results so you can build momentum in launching new pricing models." — Alan Hollander   Topics Covered: 01:30 — Alan's pricing journey: From Tom Nagle's student to Strategic Pricing Group veteran 02:45 — The AI pricing dilemma: Pricing products with AI vs. using AI for pricing 04:15 — Why AI pricing isn't different: It's still all about jobs-to-be-done and value creation 11:15 — The nonprofit sector challenge: Selling efficiency when budgets are already tight 14:30 — Human augmentation vs. job replacement: Reframing the AI conversation 16:45 — The Salesforce problem: When AI doubles productivity but revenue stays flat 19:20 — Blackbaud's approach: Combining user-based and consumption-based models 21:45 — Market segmentation reality: Financial vs. fundraising as separate buying centers 24:10 — The PayPal model: Why percentage-of-success pricing works for fundraising 26:30 — Optional pricing models: Letting customers choose fixed vs. variable approaches 28:45 — The operational reality check: Systems and processes needed for pricing flexibility 31:00 — The "crawl, walk, run" philosophy: Building momentum through incremental wins   Key Takeaways: "Per user is not going to be the answer. You're going to stagnate because unless you're just going to increase your per user price, it doesn't align with how they consume, how they use, what value they get." — Alan Hollander "Sometimes you have to do the right things before you do things right... you can have a beautiful strategy in terms of how you monetize and price, and it's very elegant and you've done all the analytics and it looks super cool. But sometimes you actually need to basically what I would say, do a crawl, walk, run." — Alan Hollander "If you don't lead with the value, I don't care if it's AI, SaaS, it doesn't matter what it is. If you don't lead with the value in a business case... you're not going to get anywhere." — Alan Hollander   Resources and People Mentioned: Blackbaud: https://www.blackbaud.com/  Tom Nagle: https://www.linkedin.com/in/thomas-tom-nagle  Reed Holden: https://www.linkedin.com/in/reed-holden-913ab69/    Connect with Alan Hollander: LinkedIn: https://www.linkedin.com/in/alan-hollander-753167/  Email: alan.hollander@blackbaud.com   Connect with Mark Stiving: LinkedIn: https://www.linkedin.com/in/stiving/ Email: mark@impactpricing.com  

In this episode, Etienne Nichols and Matt Stratton, Director and Principal Consultant at Coalition, delve into the dynamic and complex world of neurotechnology. They discuss the expansive definition of neurotech, the significant challenges in accelerating innovation—particularly concerning regulatory frameworks and cross-functional collaboration—and how a united industry voice can overcome these hurdles to bring life-changing devices to patients faster.Timestamps00:04 - Introduction to the episode and Matt Stratton02:21 - Matt Stratton's journey into neurotechnology and passion for acceleration04:30 - Defining neurotech beyond traditional boundaries07:11 - Major challenges preventing acceleration in neurotech10:16 - The internal and external barriers to collaboration13:40 - The "generalist vs. specialist" dilemma in neurotech expertise17:03 - Optimizing existing neurotech and the future of advanced neuroscience19:34 - What neurotech can learn from other medical device verticals22:50 - The complexity of the brain: "What is normal?"24:50 - Ethical considerations of neurotech advancements26:27 - Overcoming competitive intelligence in collaborative communities29:05 - Bridging the language gap between pharma and medical devices in neurotech31:40 - Matt Stratton's call to action for the neurotech community33:10 - Political challenges and maintaining focus on shared goalsStandout Quotes"I think the neurotech space is a bit broader than that because there are so many interrelated areas that are relying and using very similar technologies and ultimately aiming for the same patient groups...and will come across the same regulatory structures." — Matt StrattonMatt's expansive view highlights the interconnectedness of neurotech, emphasizing that a holistic approach to defining the field is crucial for effective collaboration and regulatory navigation."If what ties us together is greater than the soil we stand on, then yeah, we can remain standing together." — Etienne NicholsEtienne's profound statement underscores the power of shared purpose and patient-centric goals in transcending political and competitive barriers within the medical device industry.Top TakeawaysBroadening the Neurotech Definition: Neurotech extends beyond neuromodulation and BCIs to include neurodiagnostics, neuromonitoring, neurological drug delivery, and neurosurgical devices. This broader perspective fosters greater collaboration and addresses common regulatory and patient needs.Challenges in Acceleration: Key hurdles include complex regulatory environments, the need for increased collaboration among diverse experts (neuroscientists, biologists, engineers), and adapting to emerging technologies like AI.The Power of External Collaboration: Bringing together different industry players helps establish a unified voice for regulatory changes, benchmark best practices, and break down barriers to faster progress, especially as neurotech pushes ethical and technological boundaries.Learning from Other Verticals: While neurotech faces unique challenges, insights from established fields like orthopedics and CRM, particularly regarding rapid product development (e.g., "Moore's Law" in tech), offer valuable lessons for accelerating innovation.Navigating Complexity and Ethics: The brain's inherent complexity and the fluid concept of "normalcy" introduce unique challenges for neurotech. This includes addressing profound ethical considerations, such as the potential for enhanced human capabilities to exacerbate societal inequalities.Fostering Open Dialogue: Community platforms that focus on "mundane"

In this episode, we welcome Matthew Dickinson, CEO and founder of Vable, to discuss the rapidly changing landscape of legal information and current awareness. Matthew reflects on how, until recently, current awareness in law firms relied heavily on manual curation, Boolean searches, and email alerts—often resulting in information overload and a lack of personalization. With the advent of generative AI, expectations have shifted dramatically. Lawyers now want more than just a flood of articles; they expect relevant, actionable insights delivered seamlessly and intuitively, tailored to their specific needs and workflows.Matthew explains how Vable and similar platforms are moving beyond simply delivering news. The goal is to provide context-rich, actionable intelligence that integrates with other firm systems, such as CRM platforms. Instead of sending a list of articles about data breaches, for example, the new approach is to alert lawyers when a top client is affected, summarize the implications, and identify who else in the firm needs to know. This shift requires a blend of robust technology, thoughtful workflow design, and a deep understanding of the different roles within a law firm.A significant portion of the conversation centers on the ethical boundaries of using AI in legal information services. Matthew outlines four pillars for ethical current awareness: trust, transparency, accuracy, and inclusion. He emphasizes the importance of clear labeling when AI is used, maintaining high standards for accuracy (especially for client-facing content), and ensuring a diversity of sources to avoid echo chambers. Vable's approach includes strong relationships with publishers, transparent rights management, and tools that allow human review and curation before information is distributed.Matthew discuss best practices for using news and current awareness to support practice development and client engagement. While many firms still rely on newsletters and headlines, there is a growing trend toward more personalized, branded, and interactive content—such as Vable Connect, which allows firms to deliver tailored digests to clients. Automation is on the rise, but the human element remains crucial: lawyers use curated content as a springboard for client conversations, and AI is seen as a tool to empower, not replace, professional judgment.As the episode wraps up, Matthew shares his perspective on the future of legal information services. He predicts that the next wave of innovation will bring even more personalization, prediction, and integration—potentially leading to “personalized current awareness bots” for every lawyer. However, he cautions that while AI can supercharge productivity, humans must remain in control, especially in high-stakes legal environments. The unique culture and high standards of law firms mean that technology providers must deeply understand their clients' needs to build trust and deliver real value.Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠Transcript

Episode 159. Sometimes as notary signing agents we feel rushed or even pressured to sign all the documents. Whether from the signing service, mortgage company, law firm, or title company. I'll share a couple stories, and how you can do great job without feeling the pressure.The following link will take you to our Podcast links, YouTube, social media, and email:https://linktr.ee/peaksigningSupporting our sponsors supports the podcast:CRM: https://learn.loansigningsystem.com/masterclass-5998?am_id=derek68631-on-1 Notary Coaching: https://notarysuccesspath.com/coaching-program448866?am_id=derek820Loan Signing System http://loansigningsystem.com/?afmc=3ewComplete Notary Mentorship https://www.loansigningsystem.com/notary-signing-agent-mentorship.html/?afmc=3ewNotaryAct Ejournal https://register.notaryact.com/peaksignings/

מה קורה כשבדיחה הזויה במקלחת פוגשת את עולם ההון סיכון? בפרק שהוא כנראה המופרע ביותר שהקלטתי, אני מארח את דני לשם, משקיע הון סיכון, לשיחה על היוזמה המדהימה והמצחיקה שלו: שיחות אותנטיות עם יזמים ומשקיעים, שמשודרות בלייב ב... אונליפאנס. היוזמה הזו פותחת תיבת פנדורה של סודות ודיונים שאף אחד לא מעז לנהל בפומבי: מהמכניקה הכלכלית המטורפת של אונליפאנס (הלקוח הגדול בעולם של סטרייפ, יותר מאובר!) והדילמה המוסרית סביבה, ועד לחוסר האותנטיות בתקשורת ההייטק, התחרות בין קרנות אמריקאיות לישראליות, והסיבה שבגללה כל מנכ"ל חייב היום להיות גם משפיען. זהו פרק שמתחיל בצחוק וצולל לעומקים מפתיעים על כסף, מוסר, והפער בין הנרטיב למציאות באקוסיסטם הישראלי.  00:00:00 איך בדיחה במקלחת הובילה לפתיחת חשבון אונליפאנס00:02:25 הפורמט המלא: שיחות בבר, פתקים אנונימיים ומכירת תמונות רגליים00:04:41 למה מאנדיי וגוגל סירבו לתת חסות לפרויקט?00:08:18 הצביעות של עולם התאגידים: לוקחים את הכסף, אבל לא את הבראנד00:10:48 התגלית המפתיעה: אונליפאנס הוא הלקוח הגדול בעולם של סטרייפ00:13:38 אני משפיען טופ 10% בגברים באונליפאנס00:15:00 ה-CRM הסודי של יוצאי 81 למשפיעניות אונליפאנס00:19:02 המודל הכלכלי: איך יוצרות מאבדות 75% מההכנסה לאייג'נסיז?00:20:53 "אני המשאב הנדיר": שיחה עם סוכן אונליפאנס בקזינו בקפריסין00:24:55 "הוא חי את הפנטזיה": הפסיכולוגיה מאחורי המשתמשים00:25:38 הדילמה המוסרית: האם אונליפאנס היא פלטפורמה של ניצול הדדי?00:30:27 הסיפור המטורף: קרן אמריקאית הקליטה, תרגמה וצפתה בשידור האונליפאנס00:32:56 על מה לא מדברים באמת באקוסיסטם הישראלי?00:37:33 הפער בין מה שקורה במציאות למה שמדווח בתקשורת00:43:07 האם זה טוב שקרנות אמריקאיות "אוכלות" את הקרנות המקומיות?01:00:59 האם בעידן החדש אנחנו צריכים משפיען במקום מנכ"ל?

Episode 167: Grab the Ultimate Ad Script right HERE - https://join.digitaltrailblazer.com/ultimate-ad-scriptMany people starting a marketing agency struggle to grow and scale because they focus solely on lead generation without understanding their clients' complete business funnel and measuring what actually drives revenue.This is why they often face high churn rates and difficulty demonstrating clear ROI to clients. In this episode, Anthony Carls teaches us how to build a seven-figure marketing agency by implementing a comprehensive "business waterfall" methodology, and how connecting directly to client CRM systems allows you to track the entire customer journey from lead to revenue, identify bottlenecks like poor phone answer rates or weak sales processes, and prove your marketing impact.Anthony also shares his content distribution strategy across LinkedIn and YouTube, and explains how giving away expertise through educational content builds long-term trust and reduces client acquisition costs in B2B markets.About Anthony Karls: Anthony Karls is a business builder, family law firm accelerator, and digital marketing strategist who believes real growth comes from clarity, discipline, and relentless execution. As the President of Rocket Clicks—a leading digital marketing agency for family law firms—and Co-Founder of Sterling Lawyers, Anthony has spent more than a decade helping law firms and small businesses break through plateaus, build powerful cultures, and generate predictable, sustainable revenue.Whether you're an ambitious law firm owner, a small business leader, or a marketer looking to turn data into action, Anthony's practical advice and candid storytelling will help you grow a business worth working at—and a life worth living.Learn Anthony's Waterfall Method HERE: https://rocketclicks.com/waterfall-method/Connect with Anthony:https://rocketclicks.com/ https://www.facebook.com/RocketClicks/ https://www.linkedin.com/company/rocket-clicks/ https://www.instagram.com/rocketclicks/ https://x.com/rocketclicksWant to SCALE your online business bigger and faster without the endless hustle of networking, referrals, and pumping out content that nobody sees?Grab our Ultimate Ad Script for Coaches, Agencies, and Course Creators.Learn the exact 5-step script we teach our clients that allows them to generate targeted, high-quality leads at ultra-low cost, so you can land paying customers and clients without breaking the bank on ad spend. Grab the Ultimate Ad Script right HERE - https://join.digitaltrailblazer.com/ultimate-ad-script✅ Connect With Us:Website - https://DigitalTrailblazer.comFacebook - https://www.facebook.com/digitaltrailblazerTikTok: https://www.tiktok.com/@digitaltrailblazerTwitter: https://twitter.com/DgtlTrailblazerInstagram: https://www.instagram.com/DigitalTrailblazer

What happens when artificial intelligence collides with nonprofit hiring? Katie Warnock, CEO and Founder of Staffing Boutique, brings over two decades of recruitment wisdom to unpack the evolving world of nonprofit staffing—where AI, automation, and applicant tracking systems are rapidly reshaping the game.From resume reviews to video interviews scored by machines, Katie walks us through what's real, what's useful, and what still absolutely needs a human touch. She describes AI as a powerful tool—but not a one-size-fits-all solution.She shares how AI can now instantly generate candidate pipelines, automate scheduling, and send emails with the ease of a few clicks. But for seasoned recruiters like Katie, there's hesitation: trust and nuance still matter. And for organizations hiring in the nonprofit space, personality and mission alignment can't be faked—no matter how good your chatbot is.This episode also explores the do's and don'ts of keyword optimization, especially for nonprofit resumes. Katie gets specific about how grant writers, development staff, and even tech candidates should tailor their resumes for today's smart hiring systems. Generic titles like “fundraiser” or “event planner”? Not enough. Think: gala, silent auction, CRM platform, institutional giving.But perhaps most eye-opening is Katie's reflection on the new loop: AI-powered interviews are becoming so common that some candidates now use AI to answer questions during the interview—prompting some companies to head back to in-person hiring. “There has to be some sort of reversal,” Katie warns. “How do you even trust that a resume was written by the person who actually did the job?”This is a refreshingly candid, real-world conversation about modern hiring challenges in the nonprofit sector. You'll walk away with smarter strategies, tech tools to explore (or avoid), and a renewed appreciation for the irreplaceable value of human connection. 00:00:00 Welcome and guest introduction 00:01:20 What Staffing Boutique does 00:03:50 AI enters nonprofit hiring 00:04:20 Understanding applicant tracking systems (ATS) 00:05:50 AI vs. human recruitment skills 00:07:00 Automating interviews and follow-ups 00:09:00 Why resume keywords matter 00:12:00 AI video interviews and ethics 00:14:45 Human touch vs. automation 00:17:30 LinkedIn Recruiter and candidate scoring 00:20:40 How AI tools can fake resumes 00:23:40 The case for returning to in-person hiring 00:27:00 Final thoughts and sector outlook Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

KP Unpacked is the #1 podcast in AEC—and for good reason. In this episode, KP Reddy and Jeff Echols start with baseball and end up somewhere way more urgent: the death of innovation-as-edge. From Moneyball to AI, from power drills to predictive hiring, they unpack what happens after everyone catches up—and what firms should do next to keep their advantage.KP drops insights on fast feedback loops, tech resistance in AEC, and why real innovation today comes from judgment, not just data. They also explore how AI is rewriting the rules in venture, recruiting, sports betting, and founder evaluation. If your firm is still calling BIM “innovation,” this one's for you.“The thing about building an edge is… you rarely get to keep it.”

On our latest episode of The Future of the Firm podcast, Ben Tye, CEO of Gate One Consulting, caught up with Emma Carroll, Head of Content at Source, to discuss what clients want from growth and CX work today.  Ben shared his insights on the following matters and more:    While clients rarely begin by stating "we need to grow our business", this desire for growth is behind many of the challenges they raise, such as CRM system issues or new product launch hurdles. It is therefore crucial for consultants to link these discrete problems back to the ultimate business outcome of driving growth in order to tailor the services firms offer.  While traditional buyers like COOs, CTOs, CPOs, CFOs, chief digital & information officers, and chief transformation officers still buy services, consultants need to be careful not to assume these roles are buying the same services as they were historically. For instance, a chief people officer might now be more interested in technology and data insights. This leads to more cross-functional buying, plus two or three buyers may be involved, rather than a single sponsor, making the sales process more complex. Clients want support around the technological, operational, and data aspects of AI.   The need for ethical and responsible AI use is increasingly important to clients and is also driving consulting demand. Where AI-driven decisions influence customer experience or service delivery getting those right is particularly critical.  Clients are actively identifying and developing a backlog of AI use cases. Firms can help them manage these as a portfolio, using clear decision criteria to quickly determine if a proof of concept is viable. Interestingly, "edge cases" from this portfolio, rather than the immediately obvious ones, often prove to be the most impactful.    If you enjoyed this conversation, don't miss our sister podcast, Business Leader's Voice. In a recent episode, we talked to Andrew Brothers, former Chief Information Officer at Primark, about targeting tech investment as a CIO. 

Neste episódio do Vamos de Vendas, exploramos o crescimento da função de SDRs (Sales Development Representatives) no Brasil e o impacto dessa transformação na estrutura comercial das empresas B2B. Para essa conversa, recebemos Maucir Nascimento, especialista em vendas, estruturação de times e geração de demanda, que tem acompanhado de perto a evolução dessa função nos últimos anos.Com ampla experiência em tecnologia e vendas, Maucir compartilha uma visão estratégica sobre como os SDRs deixaram de ser vistos como meros auxiliares e se tornaram protagonistas na previsibilidade e escala das operações comerciais. Ele revela os bastidores da formação de equipes de alta performance, os desafios culturais do mercado brasileiro e os impactos da adoção de tecnologias como IA generativa e CRM na rotina desses profissionais.

AI is racing ahead, but for industries like life sciences, the stakes are higher and the rules more complex. In this episode, recorded just before the July heatwave hit its peak, I spoke with Chris Moore, President of Europe at Veeva Systems, from his impressively climate-controlled garden office. We covered everything from the trajectory of agentic AI to the practicalities of embedding intelligence in highly regulated pharma workflows, and how Veeva is quietly but confidently positioning itself to deliver where others are still making announcements. Chris brings a unique perspective shaped by a career that spans ICI Pharmaceuticals, PwC, IBM, and EY. That journey taught him how often the industry is forced to rebuild the same tech infrastructure again and again until Veeva came along. He shares how Veeva's decision to build a life sciences-specific cloud platform from the ground up has enabled a deeper, more compliant integration of AI. We explored what makes Veeva AI different, from the CRM bot that handles compliant free text to MLR agents that support content review and approval. Chris explains how Veeva's AI agents inherit the context and controls of their applications, making them far more than chat wrappers or automation tools. They are embedded directly into workflows, helping companies stay compliant while reducing friction and saving time. And perhaps more importantly, he makes a strong case for why the EU AI Act isn't a barrier. It's a validation. From auto-summarising regulatory documents to pulling metadata from health authority correspondence, the real-world examples Chris offers show how Veeva AI will reduce repetitive work while ensuring integrity at every step. He also shares how Veeva is preparing for a future where companies may want to bring their LLMs or even run different ones by geography or task. Their flexible, harness-based approach is designed to support exactly that. Looking ahead to the product's first release in December, Chris outlines how Veeva is working hand-in-hand with customers to ensure readiness and reliability from day one. We also touch on the broader mission: using AI not as a shiny add-on, but as a tool to accelerate drug development, reach patients faster, and relieve the pressure on already overstretched specialist teams. Chris closes with a dose of humanity, offering a book and song that both reflect Veeva's mindset, embracing disruption while staying grounded. This one is for anyone curious about how real, applied AI is unfolding inside one of the world's most important sectors, and what it means for the future of medicine.

In this episode of Grow a Small Business, host Troy Trewin interviews Jarrad Goulding, founder of The Local Guys, who scaled his service-based franchise from humble beginnings in electrical test & tag to over 200 franchises across Australia and New Zealand. Jarrad shares how a flat fee model, leveraging AI tools, and prioritizing franchisee success drove their impressive growth. He also opens up about turning down big VC offers to keep the business family-focused and values-led, revealing what true success means to him. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Jarrad Goulding, the hardest part of growing a small business is realizing that ultimately, no one is coming to save you. As he put it, when you're in the driver's seat, every detail — from strategy to the smallest operational checks — rests on your shoulders. If something goes wrong, it's your responsibility, and that can be both terrifying and empowering. This mindset shift, understanding that you must push everything forward yourself and constantly verify results, is critical but also one of the toughest realities for any entrepreneur. What's your favorite business book that has helped you the most? According to Jarrad Goulding, two standout resources that have significantly contributed to his professional growth are the Dave Ramsey EntreLeadership podcast and the Diary of a CEO. He appreciates how EntreLeadership delivers practical, values-driven advice tailored for small business owners, while Diary of a CEO offers powerful, candid interviews that dig into the mindset and challenges of high performers. Jarrad also consumes a wide range of content on YouTube, treating it as a daily learning platform to keep sharpening his skills. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? According to Jarrad Goulding, two standout resources that have significantly contributed to his professional growth are the Dave Ramsey EntreLeadership podcast and the Diary of a CEO. He appreciates how EntreLeadership delivers practical, values-driven advice tailored for small business owners, while Diary of a CEO offers powerful, candid interviews that dig into the mindset and challenges of high performers. Jarrad also consumes a wide range of content on YouTube, treating it as a daily learning platform to keep sharpening his skills. What tool or resource would you recommend to grow a small business? According to Jarrad Goulding, the most essential tool he recommends for growing a small business is a solid CRM system. He believes that in today's world, relying on pen-and-paper methods or informal tracking is simply not sustainable once your customer base grows. A good CRM allows you to manage quotes, scheduling, follow-ups, and client relationships professionally, helping turn one-time jobs into long-term, repeat business. For Jarrad, this kind of system is the backbone of scaling a service business, enabling consistent customer engagement and building reliable, compounding revenue year after year. What advice would you give yourself on day one of starting out in business? According to Jarrad Goulding, the advice he would give himself on day one of starting out in business is to understand that success is not about what you personally gain but about who you become through the journey. In the early days, he thought it would all be about making money and enjoying the rewards, but over time, he realized the real value lies in the growth, resilience, and humility you develop by serving others, facing challenges, and building something meaningful. He believes that keeping this perspective from the start would have made the journey even more purposeful and fulfilling. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Success isn't about what you get — it's about who you become along the way — Jarrad Goulding A CRM isn't just a tool; it's the engine that turns one-time clients into a lifetime of growth — Jarrad Goulding Hire slow, trust your gut, and protect your culture like your business depends on it — because it does — Jarrad Goulding

In dieser Episode dreht sich alles um die Herausforderungen und Chancen der Digitalisierung im Lead Management und CRM in der Versicherungsbranche. Host Herbert Jansky, Co-Host Dominik Bardane und ihre hochkarätigen Gäste – Sven Gerhardus von BearingPoint, Detlef Jahnke von der Deutschen Ärztefinanz und Holger Babier von der Öffentlichen Versicherung Braunschweig – teilen ihre spannenden Einblicke aus Praxis und Beratung.Gemeinsam werfen sie einen Blick darauf, wie digitale Systeme helfen, Kundenprozesse zu optimieren, Abläufe effizienter zu gestalten und die Kundenansprache individueller sowie datenbasierter zu machen. Detlef und Holger berichten offen von ihren eigenen Digitalisierungsreisen, den Stolpersteinen und Erfolgsrezepten und wie der Wandel die Versicherungen nachhaltig verändert. Zwischen Best-Practices, Skalierungsfragen und dem Einfluss moderner Technologien bleibt es ehrlich, praxisnah – und bisweilen auch humorvoll.Freut euch auf lebendige Diskussionen und wertvolle Tipps für alle, die Kundenmanagement und Digitalisierung in der Versicherungswelt mit frischen Ideen vorantreiben möchten!Schreibt uns gerne eine Nachricht!PPI – Inspired by Simplicity. PPI verbindet Fach- und Technologie-Know-how, um komplexe Finanzprojekte in der Versicherungs- und Bankenwelt unkompliziert umzusetzen. Mit über 800 Expert:innen, europaweit führenden Lösungen im Zahlungsverkehr und der Vision „From Paper to Pixels“ begleitet PPI ihre Kunden erfolgreich in die digitale Zukunft.

Highlights include:-Why the “decision-makers” are often not the “doers” - and how that derails success.-The importance of internal champions (and the risks of choosing the wrong one).-How to turn resistance into results with empathy, inclusion, and smart incentives.-JEDI's approach to change management and tech implementation that actually works.If your firm is considering a new CRM - or struggling to make the one you have actually deliver ROI - this episode will show you how to bridge the gap between vision and execution.Ready to bring your data systems into alignment? Visit www.eliteconsultingpartners.com/podcast to listen to more episodes or reach out to the team directly at www.jedidatabasesolutions.com.

Oh yes, we're talking all kinds of stocks! (00:21) Jason Hall and Matt Frankel discuss: - AI stocks in the data center space (including CoreWeave) - Winners and losers in energy and solar from the Big Beautiful Bill. - With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix (19:11) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent's deals with customers like Netflix and Meta Platforms work and what keeps him up at night. (32:39) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar. Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Flying a fully loaded 757 with shifting weather and unexpected system faults isn't the kind of day any pilot hopes for—but sometimes, it's the one you get. In this solo episode, Nik shares a real-life flight that became a case study in slowing down, resetting, and leaning on your team. He walks us through a recent scenario that started with a simple maintenance issue during taxi-out but escalated into a near runway incursion. It's easy to think, “That would never happen to me.” But after hearing Nik's story, you'll understand just how quickly things can spiral—and why, in moments of pressure, the best thing you can do is slow down, stay deliberate, and trust your crew. What You'll Learn: Why "stop the plane" is sometimes the smartest first move How to expand your team when you don't have all the answers  How to manage operational curveballs (like MELs, reroutes, and shifting winds) How to create psychological safety in the cockpit Why speaking up could be the most powerful CRM move you ever make  How one FO's quick call potentially prevented a serious violation What it means to be “confident enough to be unconfident” CONNECT WITH US Are you ready to take your preparation to the next level? Don't wait until it's too late. Use the promo code “R4P2025” and save 10% on all our services. Check us out at www.spitfireelite.com! If you want to recommend someone to guest on the show, email Nik at podcast@spitfireelite.com, and if you need a professional pilot resume, go to www.spitfireelite.com/podcast/ for FREE templates! SPONSOR Are you a pilot just coming out of the military and looking for the perfect second home for your family? Look no further! Reach out to Marty and his team by visiting www.tridenthomeloans.com to get the best VA loans available anywhere in the US. Be ready for takeoff anytime with 3D-stretch, stain-repellent, and wrinkle-free aviation uniforms by Flight Uniforms. Just go to www.flightuniform.com and type the code SPITFIREPOD20 to get a special 20% discount on your first order. #Aviation #AviationCareers #aviationcrew #AviationJobs #AviationLeadership #AviationEducation #AviationOpportunities #AviationPodcast #AirlinePilot #AirlineJobs #AirlineInterviewPrep #flying #flyingtips #PilotDevelopment #PilotFinance #pilotcareer #pilottips #pilotcareertips #PilotExperience #pilotcaptain #PilotTraining #PilotSuccess #pilotpodcast #PilotPreparation #Pilotrecruitment #flightschool #aviationschool #pilotcareer #pilotlife #pilot