Podcasts about PandaDoc

Building an outbound team in 2025 looks way different than it did in 2015. The old way relied on increasing SDR headcount to scale pipeline. Nowadays, it's about scaling rep productivity with AI, GTM Engineering, and tech. In this show, Jed Mahrle and Troy Barter shared how they scaled PandaDoc's outbound team to 1B valuation – they went over modern tactics and strategies from top of funnel prospecting to bottom of funnel closing.You'll Learn:How scale your pipeline without adding headcountUnique outbound closing methods to close more deals, fasterThe tools and techniques you need to do it efficientlyThe Speakers: Jed Mahrle and Troy BarterIf you want to catch The Daily Sales Show live, join hereFollow Sell Better to get the latest actionable tactics from sales pros at the top of their gameExplore our YouTube ChannelThank you to our sponsors: ZoomInfoLooking to up your sales skills?Sales Training for YOU: Use code SELLBETTER to save $200 off your yearly membershipSales Training for your TEAM

In this episode, Keith joins host Matt Milligan to unpack how he helped PandaDoc scale efficiently after pandemic hypergrowth, revamp its GTM strategy and 4x average selling price, all by doubling down on execution, team alignment, and ICP focus.Keith shares the radical mindset shift that enabled his team to stop chasing "ankle biter" deals and start prioritising the biggest opportunities.You'll also learn how letting go of non-core use cases helped PandaDoc solidify its category dominance in sales and rev ops.This is a masterclass in sustainable scale, ownership culture, and resilient team building.00:00:18 – Introduction: Keith Rabkin, CRO at PandaDoc, on Scaling High-Growth SaaS Teams00:01:37 – PandaDoc's Strategic Shift: From Sales Proposals to E-Signatures 00:02:25 – Sustainable Growth: How PandaDoc Quadrupled Average Selling Price (ASP)00:03:30 – The Power of Focus: Prioritising High-Impact Deals Over "Ankle Biters"00:04:40 – Mastering the ICP: Why Sales & RevOps Became PandaDoc's Core Strength00:05:42 – Building Resilient Teams: Keith's Approach to Tenacity, Ownership and Learning00:07:48 – Leveraging Personal Resilience at Work: Connecting Life Experiences to Professional Growth00:09:25 – The OWL Framework Explained: Empowering Sellers with Ownership, Wisdom, and Learning00:11:47 – Cascading Ownership Culture: The Crucial Role of Frontline Leadership00:13:01 – Flat Team Structures: Lessons from Google on Optimising Leadership Spans00:14:34 – Strategic Talent Acquisition: Why Keith Personally Sources Talent on LinkedIn00:16:00 – Contrarian Hiring: Seeking Candidates with Resilience and a "Chip on Their Shoulder"00:17:44 – Inside Keith's LinkedIn Strategy: Personalised Outreach for Top Talent00:20:26 – The CRO's Role: Balancing Detail Orientation with Strategic Leadership (T-Shaped Model)00:22:51 – Empowering vs. Micro-Managing: Navigating Leadership Dynamics with Frontline Managers00:24:35 – Leading Through Change: Key Lessons from PandaDoc's Transformation Journey00:26:43 – Effective Learning in Sales Enablement: Customising Training to Individual Motivations00:28:50 – Final Thoughts: Driving Team Success Through Ownership, Repetition and Transparency

On this episode of RevOps Unboxed, Sandy sits down with Ali Spinelli, VP of RevOps at PandaDocThey discuss the importance of adaptability in RevOps, the role CX Ops can play within RevOps, the future of revenue operations, and more! This episode of RevOps Unboxed is brought to you in partnership with Pandadoc.

John Corcoran is a recovering attorney, an author, and a former White House writer and speechwriter to the Governor of California. Throughout his career, John has worked in Hollywood, the heart of Silicon Valley, and ran his boutique law firm in the San Francisco Bay Area, catering to small business owners and entrepreneurs. Since 2012, John has been the host of the Smart Business Revolution Podcast, where he has interviewed hundreds of CEOs, founders, authors, and entrepreneurs, including Peter Diamandis, Adam Grant, Gary Vaynerchuk, and Marie Forleo. John is also the Co-founder of Rise25, a company that connects B2B businesses with their ideal clients, referral partners, and strategic partners. They help their clients generate ROI through their done-for-you podcast service. In this episode… Facing difficult conversations, building genuine connections, and tackling unpleasant tasks are everyday struggles in both business and life. Whether it's avoiding friction, procrastinating on necessary work, or feeling inauthentic while networking, these challenges can hinder personal and professional growth. How can individuals push through discomfort and develop meaningful, value-driven relationships? John Corcoran, a seasoned entrepreneur and podcast host, shares practical strategies to overcome these obstacles. He emphasizes the importance of authentic networking, offering tips on providing genuine value to others rather than being self-serving. He also introduces the concept of "swallowing the frog," which encourages tackling unpleasant but necessary tasks head-on. To streamline business operations, John recommends using tools like PandaDoc for efficient contract management and highlights the value of documenting systems to enhance productivity. Tune in to this episode of the Smart Business Revolution Podcast as Chad Franzen interviews John Corcoran, Co-founder of Rise25, about effective networking, productivity, and overcoming professional hurdles. John shares insights on building meaningful connections, using digital tools for efficiency, and developing resilience through difficult conversations. He also discusses impactful books and insightful podcasts, offering valuable lessons on raising well-grounded children and mastering effective business systems.

In this episode of "Let's Talk Business," Meny Hoffman welcomes Dr. Daren Martin, a business strategist and best-selling author, to explore the transformative power of company culture. They delve into the significance of culture, not just as a part of the game but as the game itself, and discuss how it can be assessed and improved within a company. This episode is brought to you by Ptex Group's One-Off Clarity Sessions—a game-changer for business owners looking to get unstuck and move forward with confidence. Whether you need help refining your strategy, improving your branding, or overcoming a business challenge, Ptex Group's expert-led 60-minute strategy sessions give you the clarity and actionable insights you need to make real progress. Book your session today at https://calendly.com/ptex/60-minutes-strategy-meeting-clone and take your business to the next level. They outline the four Cs of company culture: call it, craft it, cast it, and cultivate it. Daren explains that a strong culture is evident when employees are eager to work and proudly represent their company. He shares stories illustrating how culture can be palpable within an organization and emphasizes that cultural change requires genuine commitment from leadership. The conversation touches on debunking the misconception that culture improvement requires significant financial investment. Instead, they highlight the importance of leadership engagement and listening to employee feedback to foster an environment where people feel valued and heard. Throughout the episode, listeners gain insights on building a company of owners, where employees are treated like owners and empowered to contribute ideas and drive change. Daren underscores the potential pitfalls of attempting cultural shifts that appear disingenuous and stresses the importance of patience in this transformation process. This episode is full of actionable insights for leaders looking to enhance their workplace culture and harness it as a tool for business success. Tune in to explore how these strategies can be applied to create a thriving and engaged workforce. Episode Links :  Book a Clarity Session with Meny Hoffman https://www.darenmartin.com/bookstore https://www.youtube.com/@DarenMartinPhD Panda Doc   Episode Timestamps  03:22 - From Kroger to Consulting Tycoon 08:08 - Understanding Company Culture Instinctively 10:38 - Company Culture vs. Reality Gap 14:53 - Streamline Proposals with PandaDoc 16:26 - Great Culture Eliminates Recruiting Need 20:22 - Culture Fix for Rapid Growth 24:24 - Customer Service Over Marketing Budget 27:36 - Employee Appreciation Over Extravagant Events 29:18 - CEO's Distant Approach Criticized 35:25 - Fast Food Success through Training 39:03 - Confronting Workplace Negativity 40:22 - Leadership Decision Boosts Team Morale 43:22 - Amazon Presence and Unique Name 46:35 - Align, Motivate, and Engage Employees Practical Pointers Spend time with employees in various roles to understand their day-to-day challenges and successes. Show genuine interest in their work and listen to their insights. Offer employees the autonomy and decision-making power akin to that of an owner. Recognize their potential to contribute to the company's success and trust them with more responsibility.  Develop a clear, actionable mantra that reflects the values and goals of the company. This helps employees understand and align with the company's vision and mission. Implement a system of recognition to motivate employees. A simple thank you or a public acknowledgment of hard work can significantly boost morale. Understand that culture is more about how employees feel and how engaged they are, rather than just perks. Cultivate an atmosphere where employees look forward to coming to work and are proud of their contributions  

On this episode of RevOps Unboxed, Sandy sits down with Richard De Veer, Director of Revenue Operations at Just Eat Takeaway.comThey discuss the impact that QBRs can make on RevOps strategy, enabling sales with data, the pillars of the RevOps function, and more! This episode of RevOps Unboxed is brought to you in partnership with Pandadoc.

In today's rerun episode of Let's Talk Business, we are revisiting an insightful conversation with Jeff Akerman, the founder of Rise Architecture. Hosted by Meny Hoffman, this episode takes us through Jeff's journey from starting his architectural firm in his basement to establishing a successful business that has expanded across 11 states. Jeff shares his story, beginning with his mother's encouragement to pursue architecture, which laid the foundation for his career. His narrative highlights the importance of balancing creative ambitions with business acumen, a challenge many in the creative industry face. Jeff candidly discusses the realization that a successful business requires not just design talent but also a keen understanding of business operations and growth strategies. Listeners will benefit from Jeff's exploration of bridging the gap between creativity and business efficiency, emphasizing the necessity of delegation and creating a company culture that fosters both innovation and accountability. The discussion provides practical insights on maintaining creativity within structured timelines, as well as incentivizing employees through ownership and profit-sharing models. Additionally, Jeff delves into his audacious project in Florida—developing a new community with thousands of housing units, aiming to address the housing crisis in the Jewish community. This ambitious undertaking reflects Jeff's vision of making a lasting impact beyond financial success. This episode is a treasure trove of actionable strategies for business owners and creative professionals alike, offering guidance on building a business that harmonizes creative passion with strategic growth. Tune in to discover how you can nurture a successful business environment while still pursuing creative excellence and community impact. Whether you're starting out or looking to scale your business, Jeff's journey offers valuable lessons in entrepreneurship, resilience, and visionary thinking.   05:15 - Architecture Meets Business Strategy 08:33 - Balancing Creativity and Business 11:36 - Streamline Proposals with PandaDoc 14:42 - Balancing Creativity and Project Timelines 18:59 - Ownership Fuels Business Growth 20:02 - Let's Talk Business Sponsorship 23:31 - Unpredictable Puzzle Planning 26:47 - Affordable Housing Community Vision 30:32 - Importance of Written Agreements 33:33 - Diversity in Partnerships: Respect Differences 38:26 - Creative Freedom and Aligned Vision 39:26 - Partner Collaboration: Plan & Document https://ptex.co/pandadoc https://www.risearchitecture.com/   Remember that in the creative space, you need to give your employees the leeway to think, because they want to feel that they are still being creative. If you stifle that creativity, and say, “You must do it my way,” you're likely to lose a lot of people pretty quickly. One of the best ways to avoid the conflict between the business side of things - which demands creativity according to a specific timetable - and the creative side, is to suggest that your creatives give you their own timetable, rather than asking them to hew to one that the business people made. This increases accountability and personal responsibility, and also does wonders for the company culture. The most important element in choosing a partner is to make sure that you have the same vision. If every detail is perfect but you each see the end goal differently, then the partnership will fall apart, with potentially disastrous results. When you work together with a partner, you absolutely must hammer out the details in advance, and put them in writing - even if your partner is your best friend in the world - so that you both understand what's expected of each of you. If you don't, the business may fall apart - or on the contrary, it may work great, but you're doing all the work even though you're splitting the profits.  

In today's rerun episode of Let's Talk Business, we're excited to revisit a foundational conversation with Adam Lean, a seasoned accountant, business owner, and founder of the CFO Project. Hosted by Meny Hoffman, this episode focuses on the crucial importance of understanding and managing business finances, especially for entrepreneurs driven by passion rather than numbers.   Adam Lean delves into the common challenges faced by business owners who often prioritize their craft over financial management. This candid discussion illuminates how neglecting crucial metrics can undermine business success, and emphasizes the vital role of cash flow in sustaining and growing a business. Listeners will gain valuable insights into essential financial strategies. Adam breaks down the importance of tracking cash flow over mere revenue or profit, explaining that actual cash on hand is what keeps a business afloat. He introduces key performance metrics—like the number of leads, conversion rates, retention rates, purchase frequency, and average purchase amounts—that drive cash flow and highlights the need for regular monitoring using tools like scorecards. This episode also clarifies the distinction between accountants and CFOs, drawing attention to the proactive, strategic planning that CFOs provide, which goes beyond mere number tracking. The conversation underscores the benefits of virtual CFO services for small and medium-sized businesses, offering a cost-effective way to gain strategic financial insight. Through practical examples, including a roofing company that transformed its business by focusing on targeted financial metrics, Adam underscores the power of weekly tracking and adjustment over waiting for annual financial reports. Tune in to uncover actionable advice and essential wisdom for mastering your business's financial health. Whether you are an emerging entrepreneur or an established business owner, this episode is filled with indispensable strategies to enhance your financial literacy and business performance.   00:00 - Business reports often confuse owners, making it difficult to take actionable steps. 06:12 - Upgrade to PandaDoc for efficient document creation. 07:37 - Miscalculated margins due to overlooked financial insights. 13:31 - Leads, conversion, retention, purchase frequency rates. 15:16 - CFO vs. Accountant: Broader business performance tracking. 19:03 - Strategies to improve gross profit percentage highlighted. 21:49 - Involvement ensures spending yields profitable returns. 27:17 - Successful entrepreneurs are determined and persistent. 28:33 - Helping clients succeed financially as trusted advisors.    Implement scorecards to track weekly performance, helping you make informed decisions in real-time rather than waiting for quarterly or annual reports. Understand that accountants focus on historical data and compliance, while CFOs offer strategic planning for future growth and profitability. If hiring a full-time CFO is too costly, consider virtual CFO services to get strategic financial advice at a fraction of the cost. Evaluate all expenses to ensure they're contributing to making money. Avoid cutting costs randomly, as this could harm business operations. Instead of relying solely on industry standards, benchmark your performance against your past results to gauge progress and improvement accurately.   https://ptex.co/pandadoc https://thecfoproject.com/ https://www.linkedin.com/in/adamlean/    

In today's episode of Let's Talk Business, we are excited to present a compelling conversation with Shulem Berkowitz, an esteemed leadership coach and business strategist. Hosted by Meny Hoffman, this episode dives deep into the intricate journey of transforming from a skilled craftsman to an effective leader. Shulem recounts his own transition from excelling in writing, graphic design, and printing to embracing his role as a leadership coach. His journey underscores the challenges and rewards of moving beyond personal accomplishments to empowering others. Highlighting the fundamental distinctions between consultants, coaches, and therapists, Shulem and Meny explore how each role uniquely contributes to business success. Listeners are taken through practical strategies for overcoming bottlenecks, such as temporarily stepping away from daily operations and identifying delegable tasks. Shulem emphasizes the importance of focusing on the 20% of crucial tasks that leaders must handle themselves and trusting the team with the rest. This episode also sheds light on self-awareness and growth, encouraging leaders to recognize their unique strengths and leverage them effectively. The discussion extends to company culture, where Shulem highlights the necessity of clear communication and value alignment. Drawing parallels between organizational success and the leader's personal development, he illustrates how achieving business goals is intertwined with personal growth and overcoming internal barriers. Whether you're an emerging leader or a seasoned entrepreneur, this episode provides a wealth of knowledge to help you transcend challenges and achieve sustainable growth.   00:06:20 - Learn business, self-transform, understand leadership, empower others 00:08:34 - Consultants guide on business strategies and execution 00:11:04 - PandaDoc streamlines document creation and management 00:14:28 - Transition from craftsman to teacher, guiding others 00:17:40 - Navigating organizational growth while managing uncertainty 00:21:30 - Assess essential tasks by observing absence effects 00:25:20 - Who am I, beyond others' perceptions? 00:28:00 - People struggle with identity, leaders with delegation 00:31:12 - Pursue leadership goals positively, not reactively 00:34:44 - Real understanding and communication ensure company cohesion 00:38:31 - Leadership growth mirrors personal development 00:42:33 - Seek help sooner to alleviate pain and struggles 00:44:33 - Success increases your need for help 00:48:33 - Understand strengths, delegate, align values, seek support   Pratical Pointers  Shulem's journey illustrates the importance of transitioning from a hands-on entrepreneur to an empowering leader. By focusing on enabling team members and embracing leadership roles, individuals can foster business growth and personal development. Recognizing the unique contributions of consultants, coaches, and therapists can help individuals and organizations leverage the right expertise at the right time. This understanding is crucial for overcoming obstacles and achieving organizational goals. Leadership effectiveness is closely tied to self-awareness and continuous personal development. Shulem emphasizes the significance of understanding one's strengths and delegating tasks to create space for strategic leadership. Shulem highlights the necessity of aligning company culture with shared values and clear communication. Leaders should articulate their goals and foster a supportive culture to ensure that team members act in ways that reflect the company's ethos. Shulem's experience underscores the importance of seeking external support and being open to help. Understanding that asking for assistance is a strength rather than a weakness can lead to greater success and continuous growth, both personally and professionally.   PandaDoc Rock Leadership Solutions Sholem's Linkedin

ACTIONABLE TAKEAWAYS: Uncover what's not working: Use varied questions in one-on-ones, like “If you had a magic wand, what would you change?” or “Where have we let you down in the sales cycle?” to surface actionable feedback. Run radical candor sessions: Gather reps for skip-level feedback on their manager. Facilitate discussions on what the manager should keep, stop, or start doing, and provide actionable feedback to the manager for growth. Stay connected with the team: Conduct regular skip-level meetings, whether quarterly one-on-ones or group discussions, to maintain trust and understand team challenges directly. Lead with strategic priorities: Focus on 2-3 key quarterly initiatives, like improving prospecting systems or revamping coaching processes, to drive long-term business impact beyond daily operations. STEPHANIE'S PATH TO PRESIDENT'S CLUB: VP of Global Sales at PandaDoc Chief Revenue Officer at Sprig Chief Revenue Officer at FlowHub VP of Sales, SMB at Glassdoor RESOURCES DISCUSSED: Join our weekly newsletter Things you can steal

Keith Rabkin, the Chief Revenue Officer at PandaDoc, takes us on a journey through his unconventional path to sales leadership, revealing a fresh perspective on motivating sales teams that challenges the age-old myth of money being the sole motivator. Keith unpacks the art of understanding individual aspirations and leveraging them to enhance performance through his innovative two-by-three matrix approach. With an emphasis on setting personal goals and addressing team development needs, Keith provides actionable strategies for leaders committed to cultivating a robust coaching environment that inspires.We rethink the sales process as a collective endeavor rather than a solitary pursuit, emphasizing the benefits of a customer-centric approach. Keith and I uncover the perils of the lone wolf mentality and highlight how collaboration and teamwork can elevate both sales outcomes and customer satisfaction. By involving multiple team members and building trust, sales professionals can foster long-term relationships that lead to repeat business and larger deals, proving that sales truly is a team sport.Adapting to change in the sales landscape is no small feat, yet Keith shares his experiences and insights from the transition to value selling at PandaDoc. Drawing from the book "Switch" by Chip and Dan Heath, we discuss the role of enablement teams and consistent messaging in facilitating this shift. Keith's reflections on mentorship and leadership reveal the importance of honest conversations, personal growth, and effective coaching in creating resilient and successful sales teams. Through his journey, Keith exemplifies how a focus on customer-centric values and strong mentorship can shape impactful leaders.Chapters: (00:00) - Modern Sales Leadership(10:31) - Sales as a Team Sport(13:52) - Navigating Difficult Conversations in Leadership(18:52) - Adapting to Change in Sales(33:23) - Coaching Influence on Leadership Success(36:34) - Coaching and Talent Development StrategiesTakeaways:Sales leadership is not solely about financial incentives. Keith Rabkin emphasizes understanding individual motivations beyond monetary goals. He introduces a structured two-by-three matrix framework to help leaders align personal aspirations with organizational needs, creating a more effective coaching environment.Sales should be approached as a collaborative, customer-centric effort rather than a solitary endeavor. Keith highlights the drawbacks of the lone wolf mentality and underscores the benefits of teamwork in building trust, improving close rates, and increasing deal sizes.Difficult conversations are crucial in sales leadership. Keith discusses the importance of honesty, data-driven feedback, and planning in managing expectations and improving team dynamics. These conversations, when handled well, foster transparency and opportunities for growth.Transitioning to value selling requires consistent reinforcement and support from enablement teams and managers. Keith shares insights on overcoming comfort zones and emphasizes the importance of repetition and planning in implementing change effectively.Mentorship plays a significant role in shaping effective leaders. Keith reflects on his career growth at PandaDoc, influenced by mentorship from industry leaders, and how a focus on customer-centric values can drive success and innovation.Effective coaching and leadership involve pushing team members to grow and excel. Drawing parallels to sports coaching, Keith emphasizes the importance of recruiting resilient individuals and fostering a challenging environment to promote critical thinking and development.Ways to Tune In:Spotify: https://open.spotify.com/show/0Yb1wPzUxyrfR0Dx35ym1A Apple Podcasts: https://podcasts.apple.com/us/podcast/coach2scale-how-modern-leaders-build-a-coaching-culture/id1699901434 Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy50cmFuc2lzdG9yLmZtL2NvYWNoMnNjYWxlLWhvdy1tb2Rlcm4tbGVhZGVycy1idWlsZC1hLWNvYWNoaW5nLWN1bHR1cmU Amazon Music: https://music.amazon.com/podcasts/fd188af6-7c17-4b2e-a0b2-196ecd6fdf77 Podchaser: https://www.podchaser.com/podcasts/coach2scale-how-modern-leaders-5419703 YouTube: https://www.youtube.com/@Coach2Scale CoachEm™ is the first Coaching Execution Platform that integrates deep learning technology to proactively analyze patterns, highlight the "why" behind the data with root causes, and identify the actions that will ultimately improve business results going forward.  These practical coaching recommendations for managers will help their teams drive more deals, bigger deals, faster deals and loyal customers. Built with decades of go-to-market experience, world-renowned data scientists and advanced causal AI/ML technology, CoachEm™ leverages your existing tech stack to increase rep productivity, increase retention, and replicate best practices across your team.Learn more at coachem.io

Welcome back to the Belkins Podcast! In Episode 10, host Michael Maximoff sits down with Keith Rabkin, Chief Revenue Officer at PandaDoc, a company that reported over $120 million in annual revenue with a customer base of around 60,000 businesses.Keith brings over 20 years of operating experience from industry giants like Google, Adobe, and Johnson & Johnson. He's one of the few individuals to have won the Great Manager Award at Google and is currently mentoring various startups.In this insightful episode, Keith pulls back the curtain on the document handling industry, sharing surprising truths like why "nobody cares about document workflow." Discover how PandaDoc differentiates itself in a crowded market, the rationale behind eliminating SDRs in favor of full-cycle AEs, and the impact of integrating AI into their GTM strategy.Join us as we delve into:The psychology behind marketing campaigns: Why "Don't Lose Deals" outperforms "Win Deals."Keith's journey from Google to PandaDoc and how it shaped his leadership style.The importance of a customer-first approach and how it influences PandaDoc's operations.Insights into PandaDoc's go-to-market strategy, including their successful SEO program and integration with platforms like HubSpot.The cultural dynamics of working with a team from Eastern Europe and how it enriches the company.What CROs are really looking for when being pitched and the big no-nos in sales outreach.Whether you're in sales, marketing, or leadership, this episode is packed with actionable insights and fresh perspectives on modern business strategies.Timecodes:0:00 - Intro1:11 - Introducing Keith Rabkin: From Google to PandaDoc's CRO2:30 - PandaDoc's Market Position and Differentiators4:04 - Who Are PandaDoc's Main Competitors?5:21 - What Makes PandaDoc a Leading Company?7:04 - Keith's Contributions and Vision at PandaDoc8:54 - Streamlining Customer Experience: Eliminating SDRs11:03 - The Role of Key Partnerships and Integrations14:01 - The Importance of Customizable Solutions15:24 - Transitioning to Full-Cycle Account Executives16:33 - Surprising Industry Facts: Overages and Rate Increases17:46 - PandaDoc's Go-To-Market Strategy and SEO Success20:01 - Exploring New Channels: Social Media and Connected TV Ads22:07 - In-House vs. Outsourcing: Content and SEO24:03 - Why Keith Stopped Writing on Substack25:18 - The T-Shaped Leadership Philosophy27:07 - Adapting GTM Strategies: AI and Market Changes29:01 - Keith's Reflections on His Time at Google32:05 - Why Makita Mikitani Feels Lucky to Have Keith as CRO34:00 - The Importance of Collaboration and Grit35:42 - People and Culture at Google vs. PandaDoc39:04 - The Impact of Eastern European Culture on PandaDoc41:28 - Advice for Working with U.S. Leadership Teams44:03 - Key Metrics Keith Focuses on as CRO46:06 - Building Long-Term Value and the Flywheel Effect49:45 - Keith's Perspective on Being a CRO51:53 - The Big No-No When Selling to a CRO56:05 - Quick-Fire Quiz: Selling Strategies That Work1:07:14 - Final Thoughts and Key Takeaways1:07:37 - OutroStay connected with us:

In today's rerun episode of Let's Talk Business, we are thrilled to revisit an enlightening discussion on the interconnected realms of SEO, spirituality, and personal development. Join your host, Meny Hoffman, as he sits down with Stephan Spencer, a renowned SEO expert, author, and podcaster who integrates his profound spiritual beliefs into his professional life. Stephan Spencer's journey transcends traditional business success. As the founder of Netconcepts and author of multiple books on SEO, Stephan has worked with some of the world's largest brands including Volvo and Sony, optimizing their online presence. In this episode, He discusses the importance of aligning personal values with professional goals, and how maintaining a mindset open to miracles can influence business growth and success. The conversation also delves deep into practical SEO strategies. Stephan emphasizes the necessity of integrating SEO from the planning stages of website development and using tools like Moz, Ahrefs, and Semrush for competitive keyword research. Stephan elaborates on the risks of depending solely on third-party platforms and the benefits of maintaining content on personal blogs or resource centers. He offers advice on developing linkable assets and ensuring proper setup of Google Search Console and Analytics to track performance.   00:04:24 - Balancing SEO expertise with spiritual purpose pursuits. 00:07:51 - SEO builds enduring assets; PPC has limitations. 00:10:04 - Research keywords, plan content, build linkable assets. 00:13:26 - Combine text with visuals for engaging content. 00:18:48 - Own your content; don't rely on platforms. 00:22:03 - Ensure Google accounts and tools are set up. 00:25:42 - Substantiated SEO case studies with detailed results. 00:27:15 - Free SEO hiring guide and interview tools available. 00:32:55 - Synchronicities increase with benevolence, creating cycles. 00:35:15 - Personal growth starts within, influences others. 00:38:01 - Optimize SEO: Research keywords, prioritize user-friendly content.     When you plan to redesign your website and you want to make sure that you're optimizing your SEO, research keywords in advance using tools such as Semrush or Moz Keyword Explorer, in order to identify keywords that your competitors are ranking in, and you're not. Too many companies work so hard at search engine optimization that they make their sites keyword-rich, but also extremely boring and unhelpful. What should you do? Use those keywords, have rich and valuable content, but avoid a long wall of text. Instead, use short sentences and short paragraphs, while adding lots of imagery, screen shots, pull quotes, and YouTube embeds. That's the way you can have the best of both worlds. If you hire a professional firm to help you with SEO, don't just look for a referrals page; look for a results page, with actual numbers that you can analyze. Ideally, this should include case studies explaining the background information, the solution, and results that substantiate the claims that the company makes. You should also be able to take the firm's clients' URLs and use various tools to verify that the results are to your satisfaction. Social media presents two obvious problems: first, you're subject to the rules and whims of the social media companies, and second, no one looks at posts from last month. So turn your social media posts into blog entries on your website- but call them something else, like a research center, academy, or university. Make sure to organize them by subject rather than by date, so that it won't matter how long they've been up.  

In today's rerun episode of Let's Talk Business, we're excited to bring back an insightful conversation focusing on the significance of systems and processes in scaling a business. Join your host, Meny Hoffman, as he sits down with Chris Ronzio, the founder and CEO of Trainual, a SaaS platform dedicated to small business onboarding, training, and scaling. Chris started his entrepreneurial journey at the age of 14 with a video production company, learning valuable lessons about business processes early on. Now, as the author of "The Business Playbook" and the host of his own podcasts, Chris shares his expertise on the importance of proper systems, processes, and delegation for business growth. In this episode, Chris explains how Trainual, which has grown to 81 employees in just four years, uses detailed Standard Operating Procedures (SOPs) to manage its rapid growth and ensure consistency. He discusses why managing growth can often be more challenging than achieving it, due to the necessity of clear processes and effective delegation. Chris shares valuable insights on the entrepreneurial journey, moving from performing all tasks alone to efficiently using tools and collaborating with team members. He highlights the complexity of managing team dynamics and the importance of creating long-term value and structure over getting stuck in everyday tasks. Additionally, Chris emphasizes the power of delegation, outlining the differences between delegating tasks and delegating responsibilities. He offers practical advice on creating effective SOPs, ensuring clear expectations, and training team members for better accountability   00:02:00 - Transitioned roles, built systems; founded Trainual later. 00:05:39 - Managing growth is harder than starting businesses. 00:09:11 - Entrepreneurs scale by delegating and focusing long-term. 00:10:15 - Leaders focus on unique, non-delegable tasks. 00:15:25 - Delegate responsibilities, not tasks; ensure comprehensive training. 00:19:49 - Onboarding confirms or ruins new employees' initial experience. 00:20:46 - Offer $5,000 for employees to quit early. 00:25:20 - Importance of context, timing, success, and steps. 00:28:42 - Business change frequency influenced by industry pace, hiring. 00:30:58 - Delegation crucial early; formalize roles with growth. Chris Ronzio is the founder and CEO of Trainual, a leading SaaS platform that transforms the way small businesses onboard, train and scale their teams. Chris is the host of “The Fastest Growing Companies” and “Organize Chaos” podcasts as well as the author of the best-selling book “The Business Playbook – How to Document and Delegate What You Do So Your Company Can Grow Beyond You.”   http://www.trainual.com/ http://www.thebusinessplaybook.com/ https://www.ptex.co/pandadoc

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The conversation covers topics such as false consensus bias, SEO strategies, and programmatic SEO. The main themes include the importance of recognizing and overcoming biases in decision-making, the need to explore new SEO strategies beyond traditional content creation, and the potential of programmatic SEO for automation and scalability. The conversation covers various topics related to programmatic SEO and content marketing. The hosts discuss examples of successful programmatic SEO strategies, such as Zillow's use of data and PandaDoc's templates library. They also explore the importance of having a clear brand POV and messaging alignment for effective content marketing. The conversation touches on the challenges faced by early-stage companies in implementing SEO and the role of brand awareness in their marketing efforts. The hosts also discuss the use of AI-based interfaces in products and share anecdotes about Abraham Lincoln's habit of writing angry letters.Key TakeawaysRecognize and overcome false consensus bias in decision-making by seeking diverse perspectives and data-driven insights.Explore new SEO strategies beyond traditional content creation, such as free tools, programmatic SEO, and content localization.Programmatic SEO involves automation and scalability, but it can encompass various approaches, including dynamic content generation and integration with external data sources. Programmatic SEO involves using data and automation to optimize SEO strategies, such as Zillow's use of data and PandaDoc's templates library.Having a clear brand POV and messaging alignment is crucial for effective content marketing.Early-stage companies may need to focus on brand awareness and thought leadership before seeing significant results from SEO.AI-based interfaces can enhance user experiences in products, but they should be integrated seamlessly and aligned with user needs.Writing angry emails or messages can be counterproductive, and it's often better to take a step back and reconsider before sending.Show LinksConnect with David Khim on LinkedIn and TwitterConnect with Alex Birkett on LinkedIn and TwitterConnect with Allie Decker on LinkedIn and TwitterConnect with Omniscient Digital on LinkedIn or TwitterWhat is Kitchen Side?One big benefit of running an agency or working at one is you get to see the “kitchen side” of many different businesses; their revenue, their operations, their automations, and their culture.You understand how things look from the inside and how that differs from the outside.You understand how the sausage is made. As an agency ourselves, we're working both on growing our clients' businesses as well as our own. This podcast is one project, but we also blog, make videos, do sales, and have quite a robust portfolio of automations and hacks to run our business.We want to take you behind the curtain, to the kitchen side of our business, to witness our brainstorms, discussions, and internal dialogues behind the public works that we ship.Past guests on The Long Game podcast include: Morgan Brown (Shopify), Ryan Law (Animalz), Dan Shure (Evolving SEO), Kaleigh Moore (freelancer), Eric Siu (Clickflow), Peep Laja (CXL), Chelsea Castle (Chili Piper), Tracey Wallace (Klaviyo), Tim Soulo (Ahrefs), Ryan McReady (Reforge), and many more.Some interviews you might enjoy and learn from:Actionable Tips and Secrets to SEO Strategy with Dan Shure (Evolving SEO)Building Competitive Marketing Content with Sam Chapman (Aprimo)How to Build the Right Data Workflow with Blake Burch (Shipyard)Data-Driven Thought Leadership with Alicia Johnston (Sprout Social)Purpose-Driven Leadership & Building a Content Team with Ty Magnin (UiPath)Also, check out our Kitchen Side series where we take you behind the scenes to see how the sausage is made at our agency:Blue Ocean vs Red Ocean SEOShould You Hire Writers or Subject Matter Experts?How Do Growth and Content Overlap?Connect with Omniscient Digital on social:Twitter: @beomniscientLinkedin: Be OmniscientListen to more episodes of The Long Game podcast here: https://beomniscient.com/podcast/

Guy Kawasaki shares his inspiring trajectory, beginning with his early days in the jewelry business, where he honed essential selling skills that set the foundation for his future endeavors. Recruited by his college classmate, Guy made a pivotal transition to the Apple Macintosh Division, marking the start of his significant contributions to the tech world. This episode sheds light on Guy's philosophies, including the realistic outlook on pursuing interests that may eventually transform into lifelong passions. We also delve into the nuances of career transitions, the vital role of empathy and resilience in sales, and the modern landscape of democratizing design through tools like Canva.   Guy reveals the serendipitous journey that led him to Canva and his mission to make design accessible to all. Through his extensive experience and captivating anecdotes, Guy imparts practical advice on innovation, product development, and the entrepreneurial mindset. Moreover, Guy Kawasaki opens up about his podcast, "Remarkable People," featuring stories that inspire and motivate listeners through the achievements of extraordinary individuals.   Gain insights into Guy's meticulous preparation for interviews, his favorite podcast moments, and episodes that left a lasting impact.   Tune in for a conversation that promises to elevate your understanding of business dynamics, spark innovation, and inspire you to embrace luck and resilience on your entrepreneurial path. 00:04:23 - Standout: Learning sales from unconventional experiences in life.   00:08:24 - Upgrade proposals with Pandadoc: organized, professional, efficient. 00:11:04 - Innovation essential; focus on customer needs, not product. 00:16:09 - Innovation through personal desire and empathy works. 00:17:26 - Customer feedback, talent, mission-driven work foster success. 00:22:49 - Guy Kawasaki became chief evangelist of Canva unexpectedly. 00:25:18 - Remarkable podcast featuring in-depth interviews with luminaries. Connect with Guy Follow him on LinkedIn and Twitter. Head to Guy Kawasaki and see how you could become more remarkable! We're a passionate bunch. Together, we help your business flourish. Visit: https://ptexgroup.com Let's Talk Exits! Check out my new podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/lets-talk-exits/id1606747718 Connect with Ptex Group: Facebook, Instagram, Twitter, LinkedIn LEAVE A REVIEW + and SHARE this episode with someone who wants to achieve in business. Listen to previous episodes on Spotify, Apple Podcasts, or wherever you get your podcasts!   Resources mentioned: Book: If You Want To Write - Brenda Ueland   

In today's episode, we dive deep into the transformative world of business automation and effective leadership with our esteemed guest, Clate Mask, co-founder of Keep (formerly Infusionsoft). Join us as we uncover valuable insights from Clate's journey in revolutionizing small business operations through automation and his latest book, "Conquer the Chaos 2.0." Clate Mask shares his inspiring journey from developing a CRM tool for direct response marketers to creating a comprehensive automation platform that empowers small business owners. He emphasizes the importance of achieving not just growth but also profitability and freedom, providing key takeaways that can help entrepreneurs elevate their operations to new heights. In this episode, we also explore the rollercoaster of entrepreneurship, focusing on the critical aspects of mindset, personal vision, and the rhythm of execution. Clate and I delve into personal stories and research-backed strategies to help you navigate the highs and lows of running a business. Learn how setting personal goals separate from business objectives can ensure a fulfilling life beyond the dream of your enterprise. Finally, we dive into the essence of leadership and building a culture of excellence within your organization. Clate discusses the co-creation process between leaders and their teams, iterative planning, and inclusive decision-making.  Tune in for actionable insights that promise to uplift your entrepreneurial journey and provide the tools you need to master small business automation and leadership.   https://ptex.co/pandadoc https://keap.com/lp/keap-growth-and-freedom-playbook http://ptexgroup.com/goals https://conquerthechaosbook.com/ http://keap.com/   00:04:20 - Frustrated by manual processes, found Infusionsoft software. 00:08:27 - Update book on marketing automation for small businesses. 00:10:53 - Entrepreneurship is exciting but has a dark side. 00:16:13 - Upgrade to Pandadoc for efficient document management. 00:19:50 - Establish purpose, values, mission, set goals. Balance in physical, spiritual, social, business, financial. 00:20:45 - Balance business, financial, social, physical, spiritual goals. 00:26:34 - Balancing leadership between dictatorship and democracy. 00:28:29 - Iterative process of drafting and refining. 00:32:24 - Automation drives profit; people, products, process produce. Leadership is about establishing clear culture. 00:37:00 - Focus on balance, reduce chaos in business. 00:39:39 - Free resources for personal and business success.   That's my conversation with Clate Mask. My takeaways from this one:  Embrace Automation: Automate various aspects of your business operations, from marketing and sales to internal processes, to achieve growth, profitability, and freedom. Use Comprehensive Tools: Utilize platforms like Keep to centralize and streamline your business processes, enhancing efficiency and effectiveness. Understand the Evolution of Technology: Stay updated with technological advancements like AI to leverage new tools and strategies for business growth. Develop a Personal Vision: Separate your personal goals from your business objectives to ensure a fulfilling life beyond the dreams of your enterprise. Implement Customer Lifecycle Automation: Automate customer follow-up processes to ensure consistent and effective engagement, leading to higher satisfaction and retention.  

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Mikita Mikado, Co-Founder & CEO at Unicorn SaaS PandaDoc, who shares his lessons in scaling past $100M ARR. "It takes a lot of patience to run a business at scale. I'm not sure I have it, I feel like I need to build a lot of it. And this tendency of, like, getting something done instead of having conversations around the topic so that people get an insight or bring their perspective on, like, how something needs to be done. It's a really tough transition and I still struggle with it." Mikita shares: - Getting to $1M ARR and the tedious work that went into building a functioning customer flywheel - From hiring generalists to specialising teammates - How PandaDoc's tenure-defying CROs helped make the company what it is today - The important transition to optionality (and why he struggles with it) - A sneak peek into his SaaStock Europe 2024 speaking session and more.Check out the other ways SaaStock is serving SaaS founders

What if you never had to send another contract or proposal out as an email attachment? And you could create it, track it and get it signed in half the time it usually takes? And close more deals? And be less stressed out? Doing things the way they've always been done can cost you time, money, and even your happiness. That's why there's PandaDoc. It makes small and medium-sized businesses run more smoothly by putting document creation, management, tracking, and e-signing all in one place. Connect with Mikita

This CPQ Podcast episode features Mitesh Sura, Practice Lead and Chief Growth Officer at GoCloudz. GoCloudz offers a modular CPQ solution built natively for the Salesforce platform. In this interview, Mitesh discusses: GoCloudz CPQ Functionality: Learn about the core functionalities of GoCloudz, including product configuration, quoting with PDF generation, and order management. Use Cases and Industries: Discover the industries and business scenarios where GoCloudz CPQ is most commonly applied. Salesforce AppExchange Reviews: Learn about their user ratings and reviews to get a sense of how other Salesforce users experience GoCloudz. Free Trial Availability: Learn more about GoCloudz free trials so interested parties can test their solution before committing. Additionally, the conversation touches on: The most frequent business needs that GoCloudz encounters from potential CPQ users. Target Audience: This episode is interesting for Salesforce users or businesses considering a CPQ solution, particularly SMBs and mid-sized companies. website https://gocloudz.com/ Linkedin https://www.linkedin.com/in/salesforcearchitect/  email mitesh@gocloudz.com   

In the labyrinth of legal tech, attorneys often waste resources on redundant software, overlook key workflows like client onboarding, and falter in choosing the right CRM. Join Katherine Porter as she guides us through these challenges! Katherine is the founder of The Resourceful Lawyer, and she facilitates workshops for law firm leaders so they can align with their goals and create actionable strategies for growth and profitability. Katherine blends the best of project management, human-centered design, and two decades of legal experience to tailor workshops for each of her law firm clients. She earned her law degree at UCLA, holds the Project Management Professional (PMP) credential, and is certified in Design Thinking. Join Katherine and me as we discuss the following three questions and more! What are the top three areas of tech software that attorneys are wasting their money on? What are the three common workflows attorneys are not utilizing? And how do we create each one? What are your top three tips when vetting a new CRM LPM? In our conversation, we cover the following: [01:10] Tech Setup Overview and Preferences [07:08] Top Three Areas Where Attorneys Overpay for Tech Software [12:37] Essential Attorney Workflows: Key Areas for Improvement and Implementation [14:09] Tips for Creating Effective Workflows [15:31] Top Three Tips for Vetting a New CRM or LPM System [17:21] CRM/LPM Transition War Stories: Challenges and Solutions Resources: Connect with Katherine: LinkedIn: linkedin.com/in/kporterjd/ Website: theresourcefullawyer.com/ Mentioned in the episode: Hardware mentioned in the conversation: Blue Yeti Microphone: blueyetimicrophone.com/ Logitech C920 Webcam: logitech.com/en-ch/products/webcams/c920-pro-hd-webcam Microsoft Surface: microsoft.com/en-us/surface ​ Software & Cloud Services mentioned in the conversation: ClickUp: clickup.com/ Dubsado: dubsado.com/ Make: make.com/ Microsoft Bookings: microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app Miro: miro.com/ Mural: mural.co/ PandaDoc: pandadoc.com/ Zapier:zapier.com/

Whether you know it or not, your business has a Nearbound sales strategy.Here's the secret nobody told you - this type of partner revenue is exactly what drives most of the growth for high performing SaaS companies that take over the market seemingly out of nowhere.So what is nearbound? In simple sales terms, those are the deals that close quickly because the prospect already trusts you before the conversation even begins, as they trust the people that recommended you in the first place. This doesn't have to be a random occurrence though.Today's guest is Jared Fuller - Co-Founder and CEO of nearbound.com, and your best source to learn how to build a Nearbound strategy that helps you successfully market with people that your buyers already trust.Jared has always been a serial entrepreneur. He likes to say that his early career is a graveyard of dead startups - but between his early losses you can see huge career highlights like helping grow PandaDoc and Drift into unicorns.For smaller startups, Jared recommends building a list of your best customers and asking them about the vendors they use and trust. The top relationships on this list are the ones that control the mindshare of your buyer, meaning you should find a meaningful way to interact and partner with these companies to become part of their ecosystem. He recommends figuring out a way to collaborate on content that has you doing all of the grunt work and letting your collaborator become the hero at the lowest possible investment.Tune into the full episode to learn how to build your nearbound strategy!Connect with Jared - https://www.linkedin.com/in/jaredfuller/Check out Jared's bestseller - https://www.amazon.com/Nearbound-Rise-Economy-Jared-Fuller-ebook/dp/B0CW2WPBS6Connect with Alan - https://www.linkedin.com/in/alan-j-zhao/Want to convert your website visitors instantly? Try Warmly for free - https://warmly.ai/ (01:47) - From partnerships to nearbound (03:34) - What is nearbound? (06:11) - The B2B Who economy (09:12) - Building your first Nearbound strategy (14:20) - The lowest hanging nearbound fruit (18:24) - How to partner with B2B influencers (22:51) - Creating a B2B marketing movement (26:18) - The nearbound sales blueprint

This episode will give you an actionable list to evaluate your current tech stack. Lany and Susan will also give you ideas on what to look for when evaluating new pieces to your tech stack. Did you know that anything you log in to for your business is part of your tech stack? Lany will give you her strong opinions on several pieces of software and tools. Susan will give some real examples on ways to test what you are using and lock it down to make it more effective. Questions you need to know about each piece of your tech stack assessment: What are you using? When are you using it? Why are you using it? Who has control of it? Who has access to it? What's your decision hierarchy? Does your technology make sense in your day-to-day business? Does it serve your business internally? Does it serve your business externally? How do your clients have access to it, and should they? How does your team access it? Tools mentioned in this episode: KarbonHQ - Accounting Bookkeeping Software system - ties to QuickBooks Google Drive - Don't forget to lock it down. Kajabi - Monetize, Manage - Diversifying revenue streams JotForm - vs. Docusign or PandaDoc. Go High-Level - website management, funnels, all workflows, connect calendars, pipeline, CRM, communication for text and email, social media postings. Similar to HubSpot.    

Discover how modern tools and strategic approaches can revolutionize your law firm's efficiency and accuracy. Join my next guest, Debbie Foster of Affinity Consulting Group, as we explore innovative solutions and receive expert insights from industry leader Debbie Foster to help you stay ahead in the ever-evolving legal landscape! Debbie is a seasoned expert with 23 years at Affinity, where she excels in strategic project management, team leadership, and client relations. Her career began in 1994, revolutionizing efficiency in a fine-dining Italian restaurant and managing cultural change in a chain of dry-cleaning stores. With a background as an emergency medical technician, Debbie's exceptional triage skills and her superpower of building relationships with challenging personalities make her an invaluable asset. She thrives on working with her team to achieve strategic goals, ensuring remarkable client experiences and a positive workplace culture. Join Debbie and me as we discuss the following three questions and more. What are the top three areas where attorneys are underprepared with their firm software needs? What are the top three software utility programs that lawyers should use? What are the top three areas of legal practice that need more innovation, and what should an average attorney do? In our conversation, we cover the following: [00:51] A Peek into Debbie's Tech Setup [03:27] Three Key Software Areas Where Attorneys Often Fall Short [12:13] Top Three Software Utility Programs Every Lawyer Should Use [20:22] Top Three Areas of Legal Practice Needing Innovation and How Attorneys Can Address Them Resources: Connect with Debbie: Email: 

Priya Saiprasad is a General Partner at Touring Capital, a fund investing in enterprise-focused AI powered global startups. She co-founded Touring after 13 years in venture capital, M&A and enterprise technology. She was most recently a Partner at SoftBank Vision Fund, where she led investments into category-defining software companies including Pixis, Vendr, Observe.ai, CommerceIQ, Sendoso and Skedulo. Previously, Priya was at Mayfield Fund focused on early-growth investments, and a founding member of M12 (Microsoft's Venture Fund), where she led investments in Go1, Workboard, PandaDoc, Element AI (acquired by ServiceNow), and Bonsai (acquired by Microsoft). Prior to that, she was a Deal Lead in Square's M&A team leading acquisitions at the intersection of software and machine learning. Priya was recognized by Forbes in 2018 as part of their 30 under 30 in Venture Capital list. She is actively involved with All Raise, Neythri, and several prominent Women in Tech associations. Priya holds a B.S. in Business Administration from the Haas School of Business at UC Berkeley. . . . Episode Notes: How did Priya end up in venture (2:36) What about venture surprised Priya the most (6:00) Insecurities as/of an investor (11:25) Learnings as an investor when investments haven't really worked out (17:02) How can one acquire the skills to assist founders, even if they haven't personally experienced those challenges? (25:05) Investing is personal: Do investors derive guidance from aspects of their life when making investment decisions? (29:35) How does competition drive investors (34:52) Prestige and perception in venture (41:30) Advice Priya would give her younger self (47:20) . . . Social Links: Follow ⁠Priya on Twitter⁠ Follow ⁠Priya on LinkedIn⁠ Follow ⁠The Desi VC on LinkedIn⁠ Follow ⁠Akash Bhat on Twitter⁠ Follow ⁠Akash Bhat on LinkedIn

In this episode of Product Thinking, Mikita Mikado, Co-Founder and CEO of PandaDoc, joins Melissa Perri to share his entrepreneurial journey and the challenges he faced in building PandaDoc. Mikita also highlights the importance of working with talented people in the B2B SaaS world, embracing a growth mindset, and creating a strong organizational culture.

Happy Thanksgiving to our Marketing Happy Hour community! In honor of this celebration of gratitude, we're sharing: What we're grateful for this year A live taste test of new (to us) beverage brands The items on our personal holiday wishlists 2023 wins from our past guests Grab your favorite drink and listen in! Check out our first MHH gift guide of the season! Thank you to the incredible brands who provided drinks for our taste test: Joyful Co Jayded AF Weekday Wines Mom Juice Ami Ami Kove SAYSO Beauty Booze My Muse Koe Kombucha Odyssey Elixer HEARTBEAT Thank you to these wonderful past guests for sharing your 2023 wins with us: Cayley Smith of Digiday, Mary Ralph Lawson Bradley and Kennedy Crichlow of Daily Drills, Sylvester Placid of Leidos, Travis Tyler of PandaDoc, Karissa Widder of Kindred by K, Lauren Roth of United Sodas of America, Stephanie Pagan of ILIA Beauty, Web Designer Macey Miller, Alison Taplin of E! News, Lauren Freund of Canva, Productivity Expert Jess Massey, Natasha of Shine with Natasha, Event Planner Amy Gaston + Personal Brand Expert Kahlea Wade! ____ Say hi! DM us on Instagram and let us know which conversations in 2024 you're excited for - we can't wait to hear from you!  Please also consider rating the show and leaving a review, as that helps us tremendously as we move forward in this Marketing Happy Hour journey and create more content for all of you. ⁠⁠Download the Dream Career Game Plan!⁠⁠ ⁠⁠Check out our website!⁠⁠ ⁠⁠Join our email list!⁠⁠ Connect with Co-Host Erica: ⁠⁠LinkedIn⁠⁠ | ⁠⁠Instagram⁠⁠ Connect with Co-Host Cassie: ⁠⁠LinkedIn⁠⁠ | ⁠⁠Instagram⁠⁠ Follow MHH: ⁠⁠LinkedIn⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠Twitter⁠⁠ Subscribe to our LinkedIn newsletter, ⁠⁠Marketing Happy Hour Weekly⁠ --- Support this podcast: https://podcasters.spotify.com/pod/show/marketinghappyhour/support

Ihar Mahaniok is а managing partner of Geek Ventures and the mastermind behind the five unicorns such as Instacart, PandaDoc, People.ai, Chainalysis, Airbyte and Jeeves. Ihar shares his insights on building a venture fund, catching unicorns at the seed stage, crafting investing frameworks, and making sound investment decisions. Discover the secrets to winning the right to invest, supporting companies effectively, and learning from common mistakes made by both founders and investors.

New Livestream guest- Conqueror of Chaos Susan Fennema. I'm happy to have Susan join me on a live broadcast. Susan runs a consulting firm that helps small businesses get organized with workflow tools that you've likely heard of. Things like Teamwork, HubSpot, Process Street, PandaDoc, Jobber, Asana or Monday.com. Tune in and as we'll be discussing how small businesses can tackle the top 5 bottlenecks: - project management - invoicing - sales - payroll - HR (onboarding, interviewing, recruiting, etc) And the big bonus: working in their own email This is a ‘must see event' for anyone who owns a small business or might one day. Find Susan online at https://beyondthechaos.biz/

Last month (September), I had a huge response to this post on my Instagram Page, giving me the idea to expand and record a podcast episode out of it. This is also one of the topics I frequently get asked questions on, so I thought I'd let you know what apps and programmes I use in the day to day running of my business. My apps are: Adobe Creative Cloud, Canva, CapCut, Paypal, Xero, PandaDoc, ClickUp (affiliate link), Trello, and Meta Business Suite. It's important to note, that yes, there are many amazing alternatives out there, and I'm not saying my chosen apps are the ones you should work with. This are just what work for me and, in some cases, what were available to me when I started. Hit me with any questions you have around this topic, or let me know what your preferred alternatives are - what's popular in your part of the world too! And if you enjoy this episode, don't forget to review us on Apple Podcasts or Follow us on Spotify - it really helps encourage me to keep making these for you. Have a great week Guys! Ellen xx ~~~ Mentioned in this episode: Why I Don't Schedule Client Posts Join the Dishing up Digital School: https://www.ellenmackenzie.com/Dishing-up-Digital-School Ellen's Instagram Page: https://www.instagram.com/ellenmackenziee/Ellen on TikTok: https://www.tiktok.com/@ellenmackenzieee?lang=enBuy Ellen's Book: https://www.ellenmackenzie.com/book

Travis is the Sr. Digital Content Producer for PandaDoc. Over the course of two years, he's taken the company's LinkedIn page from 15,000 followers to over 100,000. In today's episode, we are going to discuss how brands can generate more awareness by creating content by leveraging their internal teams to support published content on social media and focus on connecting with their audience instead of being embarrassed by their sense of humor. ……………….. Interested in more insights, industry best practices, and actionable content →

In this special episode of The SaaS SEO Show, we collected all the tidbits our guests shared about the future of SEO and the changes happening in the industry.************************Timestamps: (00:00) - Intro (01:35) - Brian Shumway, Director of SEO Product at Upwork. (03:50) - Neil Patel, Co-Founder at NP Digital. (05:04) - Jason Barnard, CEO and Founder at Kalicube. (07:30) - Josh Garofalo, SaaS Product Marketing Consultant & Copywriter at SwayCopy.com. (09:08) - Nigel Stevens, CEO and Growth Lead at Organic Growth Marketing. (13:09) - Jeremy Galante, SEO Lead at ClickUp. (15:44) - Eli Schwartz, Growth Advisor and SEO Strategic Consultant. (19:44) - Jitesh Patil, SEO & Content Specialist at Toggl. (22:09) - Bethany Fagan, Head of Content Marketing at PandaDoc (24:16) - Eric Hoover, Organic Search Director at Jellyfish. (25:16) - Caitlin Burns, Content and SEO Lead at Dovetail. (28:50) - Bernard Meyer, Sr. Director of Content & Creative at Omnisend. (32:48) - Lindsay Germain, Growth Product Manager at InfluxData. (37:29) - Outro ************************Stay Tuned:► Website: https://minuttia.com/► YouTube: https://bit.ly/2DHaJNr► LinkedIn: https://bit.ly/2BZJmhb************************Don't forget to leave us a five-star review and subscribe to our YouTube channel.This episode is brought to you by Minuttia.

3 things you'll learn in this episode: What you can do in your SDR role to prepare for the transition The transition After the promotion Alex Nelson is an Enterprise Account Executive at Gainfront Before that, he was an AE at Pandadoc. Before getting promoted, he was a Top performing SDR at PandaDoc and won the 2021 President's Club Gold Award winner Connect with Alex: ⁠⁠https://www.linkedin.com/in/mynameisalex/ ---

“The Sumo Advantage is… alignment with a major market force, capability, or accelerator with the intent to generate revenue and grow market share. It's a partnership that drives momentum and revenue growth and is, most importantly, a clear and present danger to your competition.” That's a quote from Bernie Brenner's book, The Sumo Advantage, and it describes a scenario where a smaller brand is able to forge a partnership with a much, much larger brand, that's still mutually beneficial. How do you find that kind of partner, and create such a relationship? That's what we're covering in today's episode of Partnership Unpacked. Welcome back to Partnership Unpacked, where I selfishly use this time to pick the brains of experts at strategic partnerships, channel programs, affiliates, influencer marketing, and relationship building… oh, and you get to learn too! Subscribe to learn how you can amplify your growth strategy – with a solid takeaway every episode from partnership experts in the industry. And when I say that I like to pick the brains of experts, that's not hyperbole. That's exactly what I'm going to be doing today. I've studied Bernie Brenner's experiences with TrueCar, listened to Jared Fuller's story of his time at PandaDoc, and marveled how they were able to secure partnerships with brands ten times larger than their own. Wouldn't you like to forge a partnership with some of the biggest players in your industry? Well, that's exactly what Samantha Yarborough is going to talk to us about. As the SVP of Partnerships at PFL, she manages a partner ecosystem of ISV partners and a cornerstone partnership with Salesforce… only one of the largest technology companies in the world at $153 billion in value… Sam has built a company-wide strategy to embrace partnerships with all facets of the go-to-market motion. With a background in marketing, design and strategy, partnerships is an accumulation of her strengths and passions - bringing people together to creatively solve problems, approach technologies, and deliver mutually beneficial results. She also co-hosts the terrific podcast, Friends With Benefits the business podcast about revenue generating partnerships, with her husband. Partnership Unpacked host Mike Allton talked to Sam Yarborough about: ♉️ What a Cornerstone Partnership might look like ♉️ How to go about finding a potential cornerstone partner ♉️ The tools and tactics brands should employ when partnering with big players Subscribe to the show calendar: agorapulse.com/calendar Learn more about Sam Yarborough Connect with Sam Yarborough on LinkedIn Resources & Brands mentioned in this episode PFL Salesforce The Sumo Advantage Subscribe to the show calendar: agorapulse.com/calendar Learn more about Agorapulse with a free demo Full Notes & Transcript: https://www.thesocialmediahat.com/blog/how-to-develop-a-strategic-partnership-into-a-cornerstone-w-sam-yarborough/   Brought to you by Agorapulse: the #1 rated social media management solution.   Music by Jumbo, "Peripheral" (feat. Plum Soul) Produced and Hosted by Mike Allton

Your employees have untapped star potential. Think about it.We all love a little drama, some hot gossip, some spilt tea. And it happens in the office just as much as it happens in a high-end restaurant. We're not saying you should stir it up for the sake of creating content, but it's the personalities, interpersonal relationships, and social politics that attract an audience. And you aren't tapping into that audience. Not yet.If someone were to say, “Want to watch a show about waiters at a fancy restaurant?” You'd probably say no. Well, you'd be saying no to Bravo's “crown jewel” with over 4 million viewers and each member of the cast earning at least $25,000 an episode: Vanderpump Rules. The show made celebrities out of their waitstaff and earned a dedicated following for ten seasons with an eleventh season on the way. So on this episode of Remarkable, we're asking the question: “Want to make a series about the employees at your B2B tech company?” To do that, we're joined by PandaDoc Head of Content Bethany Fagan. Together, we're turning to the reality TV sensation to learn about creating a series, leveraging divisible content, putting your talent front and center, and posting where your competitors aren't. So pour yourself some rosé and put your feet up because we're talking Scandoval-and-all on this episode of Remarkable.About Vanderpump RulesVanderpump Rules is a reality TV show about former Real Housewives star Lisa Vanderpump and her staff at her high end restaurants and bars in West Hollywood, including SUR [Sexy Unique Restaurant] Restaurant & Lounge, Pump Restaurant and Tom Tom Restaurant & Bar. It's a spinoff of Real Housewives of Beverly Hills. It focuses on the interpersonal relationships and drama among the employees, including Kristen Doute, Katie Maloney, Tom Sandoval, Stassi Schroeder and Jax Taylor. So there are blooming romantic relationships, cheating, divorce, marriage, betrayals, etc. The first season aired in 2013 and now there are 10 seasons out, all on Bravo.About our guest, Bethany FaganBethany Fagan is Head of Content at PandaDoc. She has been with PandaDoc for over 7 years, having joined in February 2016 as Partner Marketing Manager. Prior to PandaDoc, she served as Director of Content and PR at iQ media. She is a founding member of Sales Hacker, Inc. and an Associate Member of Pavilion. She is based in the Washington D.C.-Baltimore area.What B2B Companies Can Learn From Vanderpump Rules: Create a series. Make a podcast or video series for your organization. Use the content in its entirety or cut it into smaller pieces and post it across social media channels. It diversifies your content asset production, spreads brand awareness and accesses new audiences. Bethany says that last year, they saw a 79% increase in their social media followers. And she credits that growth to the PandaDoc podcast, The Customer Engagement Lab, which Bethany's team started in 2020. Lisa Vanderpump's leveraging of reality tv has resulted in as many as 2,000 diners showing up to her restaurants on a busy night, and a net worth of somewhere around $90 million.Use the talent you have. People are drawn to companies they can relate to. Put faces to the company name and focus on the relationships to impart authenticity and humanize your brand. On top of this benefitting your company's brand, you're also leveraging the personal brands of each employee involved. If one of them gets fans, it magnifies your company's brand and theirs. Likewise, Lisa Vanderpump features her employees in Vanderpump Rules. Each of them has a personal brand that they've built outside of the show that fans relate to. That's why Jax, Stassi and Ariana all have millions of Instagram followers. And why Stassi, Katie, and Kristen were able to launch a wine company together. Because fans want to buy into their personal brands.Go where your competitors aren't. Post your marketing content on Instagram if your competitors use LinkedIn and Facebook. Bethany says PandaDoc is posting to TikTok simply because the DocuSigns and the Adobe Signs of the world weren't on it. And month-over-month, they see a 10 to 20% increase in followers. It's a winning strategy to grow your brand.Quotes*”Content marketing 101 is repurposing and getting more juice from the squeeze.” - Bethany Fagan*”From a content team perspective, we just try to control the controllable. You know, what are some of the metrics that I know that matter that I can confidently report on and try to tie that back to revenue for the business? That's how I tell the story with my leadership team, and that's how I get them to invest in more content for us.” - Bethany FaganTime Stamps[1:28] Get to know Bethany Fagan, Head of Content at PandaDoc[2:38] Why are we covering Vanderpump Rules?[3:31] Learn more about Vanderpump Rules[7:20] Why is Scandoval so attention-grabbing?[9:41] What contributed to Vanderpump Rules' longevity?[14:26] What B2B marketing lessons can we take from Vanderpump Rules? (And how has PandaDoc leveraged these lessons?)[16:24] The power of diversifying marketing content and leveraging its divisible content[24:01] About PandaDoc's TikTok debut and how to measure success on a new social media platform[27:23] Learn more about PandaDoc's content strategy with their podcast, The Customer Engagement Lab[32:27] How to get leadership on board to invest in new contentLinksWatch Vanderpump RulesConnect with Bethany Fagan on LinkedInLearn more about PandaDocCheck out PandaDoc's podcast, The Customer Engagement LabAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both non-fiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios), Dane Eckerle (Head of Development), Colin Stamps (Podcast Launch Manager), Anagha Das (B2B Content Marketing Manager), and Meredith O'Neil (Senior Producer). Remarkable was produced this week by Meredith O'Neil, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise.

In this episode, Tom Hunt interviews Travis Tyler, a digital content producer at PandaDoc. Learn how Travis adds humor and playfulness to B2B content. Discover his creative approach, team insights, and tips for injecting humor into your own content. Don't miss this entertaining and informative episode!

Jed Mahrle joins us on this episode to share insights on mastering email outreach for building trust and driving engagement. He emphasizes the importance of earning trust with prospects through social content and provides strategies to make emails more engaging, personalized, and relevant. Salespeople will find this conversation highly useful as Jed discusses the power of permission-based outreach and the value of focusing on challenges that resonate with potential buyers. Jed Mahrle is an exceptional sales expert who embarked on a remarkable journey from having no sales experience or degree in 2019 to becoming the leading SDR at PandaDoc within a year. He scaled the team from 3 to 18 SDRs and 2 Team Leads, significantly contributing to PandaDoc's billion-dollar evaluation. Now at Mailshake, Jed is building the Outbound sales team from scratch. With a subscriber base of over 12k, his "The Practical Prospecting Newsletter" has become a go-to resource for sales professionals, showcasing his expertise and innovative strategies that yield tangible results and inspire success in the industry. Learn more about Jed by visiting his website and following him on LinkedIn.

Show Notes:00:30: BOFU benefits in SaaS00:55: Why “Best X” roundups are necessary2:45: BOFU content best practices5:41: How to counter legal ramifications7:21: The importance of updates9:01: Alternative and “vs” page strategies11:09: When landing pages make sense12:14: How internal linking fits in12:14: HubSpot example14:05: PandaDoc example15:38: Addressing the fear of retaliation17:06: Executing BOFU as a brand new websiteShow Links:Follow Drew on TwitterFollow Ross on TwitterSend Us an Email

In this episode, I speak to Sean Kester, Partner at In Revenue - a unique new operator-immersive capital firm obsessed with enabling founders with what their Partners have learned.  I asked Sean to join me because he is a former Partnerships lead at Salesloft, Stax, and an advisor to partnerships-driven org's like PandaDoc. So he has the ideal experience to help us understand:  What is GTM fit and how partners fit in.  Where partnerships can help with capital raises. How Sean and In Revenue incorporate partnerships strategy with their portfolio companies. Ecosystems-led vs community-led (i.e. DealHub in HubSpot or Qualified in Salesforce eco vs Lavendar.ai which started as a community + services, then launched their Ai product)  What must be in place before any startup launches into partnerships. And, I ask Sean to poke holes in a Partnerships-Led GTM that we are testing with our V2 product (Partnerhub®): Paying partnerships leaders for __ number of posts on social about the launch.  Bringing PL's into the product by way of templates branded with their name that the users can deploy for their internal partner operations.  Matching new users with expert consultants - exclusive to vertical and type of support. This is a type of episode I've been wanting to do for a while, so I hope you like it.  Sponsors: Reveal - A free account mapping solution. ‍Partnerhub® - for finding and managing your partnerships. Links mentioned:  https://www.partnerhub.app/blog/when-is-the-ideal-time-for-a-tech-startup-to-invest-in-partnerships https://www.linkedin.com/in/theseankester/details/experience/

Imagine a towering oak tree, its roots sprawled and deeply anchored in fertile soil while its branches stretch towards the sky. This magnificent tree embodies resilience, as it stands unshaken through the harshest of seasons - whether it be the biting cold of winter or the searing heat of summer. This resilience is its lifeline, and a testament to the principle that having strong roots can help one weather the most tumultuous storms.Now, let's pivot this to the B2B SaaS landscape. It's an ecosystem where rapid innovation, cut-throat competition, and incessant disruptions are routine. To thrive here, much like the oak tree, a company must possess deep roots in the form of a solid foundation, a resilient team, and a robust product. And who better epitomizes this spirit than Mikita Mikado? Through personal hardship and real-world challenges with his company, PandaDoc, Mikado has proven himself to be as resilient as the sturdy oak. Stay tuned as today's episode takes you through Mikita Mikado's inspiring journey, and the strategies that have enabled him to build and sustain a successful venture despite adversities.High Level Overview:Building a resilient SaaS business requires strategic planning: Mikita Mikado emphasizes the importance of setting up a strategy every year, breaking it down into manageable initiatives with their own set of KPIs and goals.The resilience of a company is reflected by its leadership: Mikado's personal resilience, developed from hardships faced early in life, has been crucial in steering PandaDoc through challenging times.Resilience can be cultivated: While Mikado's resilience was forged through difficult circumstances, he posits that it can be developed through various means and continuous training.A successful SaaS business is adaptable and versatile: Like PandaDoc, businesses must be prepared to evolve and adapt to new market conditions, customer demands, and technological advancements.Resilience propels growth in the face of adversity: Despite facing numerous challenges, Mikado has grown PandaDoc significantly, demonstrating how resilience is key to business success.Mikita Mikado's ResilienceResilience is more than just a buzzword; it is a cornerstone for success. It is the quality that allows us to bounce back from setbacks, adapt to change, and keep going in the face of adversity. It is the thread that weaves itself through every challenge, every failure, and every success story. In the context of a SaaS company, resilience can be the difference between survival and extinction, between thriving and merely surviving.Resilience is forged through experience: Mikado's resilience was developed through his experiences of hard, tedious labor as a child. These experiences shaped his perspective and taught him the value of hard work and tenacity.Resilience is transferable: The resilience that Mikado developed in his personal life has translated into his professional career. It's enabled him to navigate the myriad of challenges in building and growing a successful SaaS company.Resilience is a team effort: Mikado highlights that his co-founder and team members at PandaDoc each have their own stories of resilience, which collectively contributes to the resilience of the company as a whole.Resilience is about persistence: Despite facing significant challenges, Mikado's unwavering commitment to his goals serves as a testament to his resilience. His mantra of persistence continues to drive PandaDoc forward.Beyond these points, it's vital to understand that resilience is not just about enduring; it's about adapting and learning. It's about using setbacks as stepping stones, rather than stumbling blocks. It's about viewing challenges as opportunities for growth, rather than roadblocks. In this light, Mikado's resilience is an inspiring lesson for all of us, demonstrating that the true test of resilience lies not in the challenges we face, but in how we face them.Further LearningsFollow Mikita on LinkedIn and Twitter.

Season 4 Episode 67 CLASS: #PeerReview FACULTY: Jimmy Capparelli, CPA TITLE: Price it High or Say Goodbye: Transforming Tax Season In this episode of Accounting High, Scott and Jason are joined by Jim Capparelli, Co-founder of Hiline. They discuss how Hiline is changing the tax season and what the tax roadmap looks like. They also touch on pricing, verticals, and the automation of simple tasks. Additionally, they delve into the topics of burnout, therapy for business owners, and school mascots. Finally, they wrap up the conversation with some golf talk. Tune in to this insightful and engaging conversation on Accounting High. Interview: Hiline's tax roadmap and how they are changing prices and clients. Verticles in the industry and how Hiline navigates taxable events, state taxes, and additional fees. The profitability of Squad pods and failures in scaling VCFO services. The importance of therapy for business owners and automation of simple tasks. Branding squads and the automation of data from Karbon and other products. How Hiline is managing burnout and what else is happening at the firm. Jim shares advice for accounting firms and discusses his love for golf, school mascots, and introvert/extrovert personalities Shoutouts: Hiline, Peter Wen, Spencer Christeck, Salesforce, PandaDoc, Karbon, Dialpad --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Are partnerships integrated into every aspect of your company, or are you still working in a silo, struggling to gain traction? Does it seem like you're the only one who sees how powerful and impactful strategic partnerships can be? Fortunately, you're not alone. You're not the only one who needs help communicating and persuading executives and other departments to adopt a partnership mindset and embrace the movement. But how do we move forward? That's what we're covering in today's episode of Partnership Unpacked. Welcome back to Partnership Unpacked, where I selfishly use this time to pick the brains of experts at strategic partnerships, channel programs, affiliates, influencer marketing, and relationship building… oh, and you get to learn too! Subscribe to learn how you can amplify your growth strategy – with a solid takeaway every episode from partnership experts in the industry. And I have to admit, that's exactly what I'm going to be doing today. At Agorapulse, I'm responsible for our affiliates, our influencers, our channel partners, our brand partners, and our tech partners. I know that partnerships could be having an even greater impact on our revenue and customers if we better integrated tools and processes and mindsets beyond marketing into sales and customer service. But I need help. Maybe you do too. That's what Jared Fuller is here to help us with. He was the VP of Sales & Business Development for PandaDoc, and the Senior Director of Global Partnerships at Drift, where he built Drift/Adobe Alliance from zero to Adobe Partner of The Year. Jared is the co-founder of PartnerHacker and the host of PartnerUp, The Partnerships Podcast, and recently assumed the role of Chief Ecosystem Officer at Reveal, an indispensable tool for partnership teams. Partnership Unpacked host Mike Allton talked to Jared Fuller about: ♉️ His perspective on partnerships and nearbound as a GTM strategy ♉️ How partnership managers can use tools to work with other teams and demonstrate ROI ♉️ Ways that new and struggling partnership managers can develop their capability and reach Subscribe to the show calendar: agorapulse.com/calendar Learn more about Jared Fuller Connect with Jared Fuller on LinkedIn Connect with Jared Fuller on Twitter Resources & Brands mentioned in this episode PartnerHacker PartnerUp Reveal Subscribe to the show calendar: agorapulse.com/calendar Learn more about Agorapulse with a free demo   Full Notes & Transcript: https://www.thesocialmediahat.com/blog/how-to-create-a-partnership-movement-in-your-company-w-jared-fuller/   Brought to you by Agorapulse: the #1 rated social media management solution. Sign up for a free demo at https://www.agorapulse.com/contact/    Music by Jumbo, "Peripheral" (feat. Plum Soul) Produced and Hosted by Mike Allton

This week's episode is slightly different than other 20% Podcast episodes, and this week's featured guests are Dale Dupree of The Sales Rebellion, and Travis Tyler of PandaDoc. Travis and Dale were guests on Lantern's “Keeping The Lights On” Live Show, and discussed the importance of Men taking care of their mental health. We discussed: Mental Health Therapy How to Cope With Stress Navigating Tough Times Much More Enjoy this very special episode of The 20% Podcast with Dale Dupree and Travis Tyler. ____________________________________________________________________________ I am now in the early stages of writing my first book! In this book, I will be telling my story of getting into sales and the lessons I have learned so far, and intertwine stories, tips, and advice from the Top Sales Professionals In The World! As a first time author, I want to share these interviews with you all, and take you on this book writing journey with me! Like the show? Subscribe to the email: https://mailchi.mp/a71e58dacffb/welcome-to-the-20-podcast-community I want your feedback! Reach out to 20percentpodcastquestions@gmail.com, or find me on LinkedIn. If you know anyone who would benefit from this show, share it along! If you know of anyone who would be great to interview, please drop me a line! Enjoy the show!

We've formatted our epic Playbook 2022 sessions for the podcast so you can take them on the go wherever you are. This episode features Mikita Mikado of PandaDoc, hosted by myself. So, you have the right people in place, but your processes…? Not so much. And that can cause bottlenecks in your business, making it difficult to hand off tasks and almost impossible to achieve the same results over and over again. In this session, learn how Mikita Mikado, co-founder and CEO of PandaDoc, turned his e-signature SaaS company into a self-sustaining operation thanks to some smart process planning. Want more? For a full breakdown on this session check out The Manual! Find episode show notes, podcast blog recaps, and the best SMB news & tips on The Manual! Watch video highlights on Youtube here. Follow Chris Ronzio for more business insight. Learn more about Trainual, the world's top Business Playbook™ software. --- Send in a voice message: https://anchor.fm/processmakesperfect/message

This week's guest is Travis Tyler. Tyler started as an anxious child, and worked his way through restaurants and as a delivery boy prior to switching gears into marketing. In this week's episode, we discussed: How Travis Landed at PandaDoc How Therapy Changed Tyler's Life Removing The Fear of Embarrassment Leveraging Existing Employees For Marketing Videos Much More! Please enjoy this week's episode with Travis Tyler. ____________________________________________________________________________ I am now in the early stages of writing my first book! In this book, I will be telling my story of getting into sales and the lessons I have learned so far, and intertwine stories, tips, and advice from the Top Sales Professionals In The World! As a first time author, I want to share these interviews with you all, and take you on this book writing journey with me! Like the show? Subscribe to the email: https://mailchi.mp/a71e58dacffb/welcome-to-the-20-podcast-community I want your feedback! Reach out to 20percentpodcastquestions@gmail.com, or find me on LinkedIn. If you know anyone who would benefit from this show, share it along! If you know of anyone who would be great to interview, please drop me a line! Enjoy the show!

As work environments undergo a rapid transformation and distributed and hybrid workforces become the norm, the need for an efficient, smooth digital document creation and management process becomes paramount. Documents remain the essential glue of how business gets done, but many professionals still need help in manual legacy processes or face challenges in their digital document creation. The old way of signing and sending documents means you're tethered to your desk. The new way: collect eSignatures wherever life takes you – whether it's an office or a beach halfway around the world. You can even track important updates right from your mobile phone. So today, I have invited Mikita Mikado, CEO of PandaDoc, to explore Digital transformation in remote work environments and the mission to create seamless document creation and finalization tools. We also discuss how PandaDoc recently introduced the first "forever free" e-signature solution and offers businesses of all sizes an all-in-one solution to easily manage the creation, editing, and signing of documents in every work setting in the new era of hybrid and remote work. Tech Talks Daily Podcast Sponsor Check out Flippa, who is the show sponsor in December. Find out more information at https://flippa.com/tech-talks