Podcasts about proposify

True productivity starts with self-discipline and intentionality, and there's no better guide to that than Dan Martell. This “vault” episode with Dan—a bestselling author, podcaster, and entrepreneur—has been one of the most beloved and highest-rated episodes on our show, so I'm bringing it back just in time for the new year. In this throwback episode, Dan shares his transformational journey from burnout to mastering time management and personal clarity, offering you a "time and energy audit" and actionable strategies to help you take control of your time and life with purpose. As we start thinking about what to let go of in 2024 and how to make 2025 our best year yet, Dan's insights on structuring your day, facing your fears, and living with intention are more relevant than ever. Whether you're an entrepreneur, a creative, or simply want to live life to the fullest, let this episode be a spark for your new goals. If you've listened to it before, tune in again with fresh eyes and new intentions for the coming year—you'll be inspired to move forward, one step at a time. "Anytime I think 'I don't have time,' I reframe it to 'I'm choosing not to make time.' This small change makes all the difference." ~ Dan Martell In This Episode: - The "I don't have time" myth - Dealing with burnout - How did Dan move from burnout to peak productivity? - Doing just one thing to kickstart momentum - What does "being the best" mean?  - Making intentional choices for impact - Overcoming fear and the addiction to distraction This episode is brought to you by Air Doctor. Get an air purifier that filters out 99.99% of harmful contaminants so you can breathe easier. Head to https://airdoctorpro.com and use promo code JENG for an exclusive discount. About Dan Martell: Dan Martell is a serial entrepreneur, investor, and bestselling author of Buy Back Your Time. He's helped thousands of entrepreneurs scale their businesses and achieve financial freedom. Dan's expertise lies in building and scaling SaaS companies, including clients like ClickFunnels, Proposify, and Carrot. IG: https://www.instagram.com/danmartell/  Book: https://www.buybackyourtime.com/  Website: https://www.danmartell.com/about/    Where to find me: IG: https://www.instagram.com/jen_gottlieb/  TikTok: https://www.tiktok.com/@jen_gottlieb    Facebook: https://www.facebook.com/Jenleahgottlieb   Website: https://jengottlieb.com/   My business: https://www.superconnectormedia.com/   YouTube: https://www.youtube.com/@jen_gottlieb 

Proposify launched in 2013 and grew to $6m revenue by 2019 before things got scary. The business was burning $400k/month, product started to stall, and a layoff was needed. How did CEO Kyle Racki announce the 25 person layoff? Is the company profitable today? Are they growing again?

Today, we uncover the secrets to winning more deals, closing more sales, and ultimately making more money. Joining us is Kyle Racki the CEO of Proposify.His platform has sent over 10 million proposals and today he's sharing actionable data and tips. Whether you're an entrepreneur, a leader, or anyone responsible for sales, you won't want to miss this!Show notes:00:00:00 - Introduction: Winning More Deals00:01:30 - The Importance of Sales for Entrepreneurs: Discussing common feelings about sales and the focus on proposals.00:03:30 - Meet Kyle Racky: From Agency Owner to Software Founder00:06:00 - The Birth of Proposify: Solving Proposal Pain Points00:10:00 - Why You Need a Proposals: The importance of proposals in winning big deals and increasing professionalism.00:14:00 - Structuring Your Proposal: Key Sections to Include: Detailed breakdown of the essential sections in a proposal.00:17:00 - Executive Summary and Personalization: How to craft an effective executive summary and personalize your proposal.00:21:00 - Detailing the Approach and Scope of Work: Describing your process and deliverables to justify the project scope and cost.00:25:00 - Pricing and Packages: Presenting Your Investment: How to frame pricing as an investment and the benefits of offering packages and add-ons.00:30:00 - Tips for Increasing Proposal Close Rates: Strategies for improving your close rates, including e-signatures and smaller initial engagements.Also, Kyle was nice to share a bonus with the Leadmore Community. You can get 30% off your first year at Proposify. Simply sign up for their free 14-day trial at https://app.proposify.com/register and when you upgrade to a paid account, choose the Basic Annual Plan and use the coupon code “leadmore” to redeem your discount.

This is one of my favorite episodes! Packed with laughs and "aha" moments, this is a must-listen for any entrepreneur looking to level up! Dan Martell, the brains of the SaaS Academy (the world's No. 1 coaching program for B2B SaaS founders) shares his journey from being a hustling entrepreneur to a top-tier business coach to over 1000+ SaaS founders, including clients like ClickFunnels, Proposify, and Carrot. He opens up about his journey overcoming ADHD, drug addiction (even his time in prison), and how setbacks ultimately led to his true potential. Dan's book, “Buy Back Your Time”, is topping the charts for a reason. He shares his top tip strategies to value time, build a business you love, and MORE. Get ready to focus on high-value tasks through the “Replacement Ladder Concept”. Tune in now to get a chance to join our book giveaway! HIGHLIGHTS 00:00 The surprise guest singer who showed up at Andrew Schulz's show. 04:00 What is your driving force to achieve your goals? 06:45 How does having kids motivate you to get serious about fitness and health? 08:30 Affirmations to build confidence before you have experience. 12:45 The #1 lesson (for life and business) Dan gained from his first triathlon. 17:00 Dan's ultimate life lesson that made him start rebuilding self-trust. 23:00 The benefits of personal therapy and mentorship. 28:45 How to bounce back from failure. 39:00 How to overcome nerves when public speaking. 48:00 The mindset hack that will help you overcome any challenge. 51:45 The step-by-step process to go from overwhelmed to organized in life and business. 57:00 How to get your free copy of Dan's book, "Buy Back Your Time". RESOURCES Check out the BONUS CONTENT HERE! Get glōci HERE Use code: HAPPY at checkout for 25% off! Text DAILY to 310-496-8363 for daily manifesting affirmations, journal prompts, and motivation. Sign up for GrowthDay - https://www.growthday.com/lori?via=harder Watch on YouTube - @LoriHarder My book: A Tribe Called Bliss FOLLOW Follow Dan: @danmartell  Follow me: @loriharder Follow Chris: @chriswharder Follow Earn Your Happy: @earnyourhappy Follow glōci: @getgloci Girlfriends & Business: @girlfriendsandbusiness

saas.unbound is a podcast for and about founders who are working on scaling inspiring products that people love, brought to you by https://saas.group/, a serial acquirer of B2B SaaS companies. In episode #32, Anna Nadeina talks with Kyle, Co-Founder and CEO at Proposify, the online proposal software that gives you the control and visibility you need to better manage your sales document process.Subscribe to our channel to be the first to see the interviews that we publish twice a week - https://www.youtube.com/@saas-group Stay up to date: Twitter: https://twitter.com/SaaS_group LinkedIn: https://www.linkedin.com/company/14790796

Summary In this episode, Scott Tower, Director of Sales at Proposify, shares his journey in sales and provides insights into growing sales within a team. He emphasizes the importance of process-driven sales and the need for patience and perseverance. Scott also discusses the challenges of transitioning from founder-led sales and offers advice for hiring sales reps. He highlights the qualities he looks for in sales hires, including grit, openness to following process, and coachability. Additionally, Scott emphasizes the value of outbound sales and the importance of always being recruiting.   Takeaways Process-driven sales is essential for success in growing sales within a team. Transitioning from founder-led sales requires trust in the sales leader and a focus on documenting and transferring knowledge. When hiring sales reps, look for qualities such as grit, openness to following process, and coachability. Outbound sales can complement inbound efforts and provide more opportunities for success. Always be recruiting by engaging with potential candidates and building relationships.   Chapters 00:00 Introduction and Background 01:16 Scott's Journey at Proposify 25:14 Hiring Sales Reps 33:08 The Importance of Outbound Sales 35:14 Always Be Recruiting 37:10 Conclusion

What if I told you that at this time next year, you could be taking a client Zoom call while in Thailand, with another trip to Italy planned for the following month, all without missing a beat–or a profit–in your creative business? My special guest today, Megan Siason of M Studio Interior Design is here to prove that such a claim isn't a pipe dream, it can be your reality! On this episode, we're revealing the ins and outs of Megan's innovative approach to building a flourishing design practice that doesn't just sustain but truly complements an adventurous lifestyle filled with travel. Discover how she's navigated the challenges of enhancing her rates and establishing systems that empower her to roam freely, while her remote team ensures the business thrives. As we unravel the fabric of digital innovation, Megan and I discuss how tools like Proposify and Dubsado have been game-changers in the design world, bringing client interactions into the modern age. This digital shift, partly propelled by the pandemic, has made it entirely possible to manage projects and teams from any corner of the globe–meaning that all those trips you've been putting off can finally be achieved without sacrificing any of your business' success. And, we'll share ​​the art of seamless client communication across time zones, and how personal touches from your travels, like sending postcards to clients, can solidify professional relationships with your clients. So, embark with us on an inspiring voyage through the realms of creative entrepreneurship. This episode is an invitation to reimagine your passion for design as a gateway to a well-traveled and joy-filled entrepreneurial life. In this episode, you will hear: Tips to find the balance between travel, play, and keeping clients happy and updated Strategies for planning and scheduling client communication while traveling The importance of open, clear communication with clients when traveling Why discernment of clients and understanding your own value is the first step in opening your business to travel Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: For more information about The Affluent Creative, check out my website www.melissagalt.com Follow me on Instagram, Facebook, and LinkedIn @MelissaGalt and TikTok @MelissaGaltBusinessCoach Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

On today's Lunch With Norm, we are with a creative director and CEO of FullStack agency, Amara Omoregie and Jace Brown! We discussed HE+RO branding for e-commerce: leveraging AI for creativity at scale. Find out how HE+RO Branding uses AI for e-commerce creativity. Our guest trained internal teams such as Digital Marketer and Hubspot, and is a certified agency partner for both as well as Proposify, Databox, Google, and more.   This episode is brought to you by Post Purchase Pro   Post Purchase PRO specializes in helping Amazon sellers create more sales, ranking, and reviews through post-purchase marketing. Finally, your email marketing can be actively managed by professionals with over 30 years of experience so you can focus on running your business. Increase repeat purchases, drive better organic search term ranking, get more reviews, and build a real asset.   For more information visit https://www.postpurchasepro.com/lunch   This episode is brought to you by Startup Club   Startup Club is the largest club on Clubhouse supporting the Startup ecosystem.   Startup Club offers an exciting sense of belonging to established and aspiring entrepreneurs, startup businesses, and companies wanting to Learn, Connect, and Grow. Join us for conversations with founders, entrepreneurs, angel investors, venture capitalists, subject matter experts, and more.   For more information visit https://Startup.club   This episode is brought to you by Seller Basics   Seller Basics is the ultimate guardian for account suspensions, ASIN hiccups, and IP headaches. For only $99 per month, Seller Basics provides a dedicated team to safeguard your business. And that's not all! Gain access to free legal consultations with seasoned eCommerce attorneys. With no binding contracts, you can cancel anytime with just a month's notice.   Consider Seller Basics your Amazon account's comprehensive health plan.   For more information visit https://www.sellerbasics.com   In this episode, a creative director and CEO of FullStack agency, Amara Omoregie, and Jace Brown, is here. Today, we discussed HE+RO branding for e-commerce: leveraging AI for creativity at scale. They trained internal teams such as Digital Marketer and Hubspot, and is a certified agency partners for both as well as Proposify, Databox, Google, and more.   This episode is brought to you by Startup Club, Post Purchase Pro, Seller Basics, and HONU Worldwide...   *All conversations and information exchanged on the Lunch with Norm podcast or interaction on the Lunch with Norm Website is intended for educational and entertainment purposes only. Do not confuse this with advice or direction with your business per se. Always do your own research before following advice from any podcast/website. Amazon's Terms of Service is always changing. Make sure you are following relevant up-to-date information.

In this conversation, Kyle interviews Kathy Doucette, the COO and CFO of Proposify. They discuss the role of a CFO and COO, the importance of a single source of truth in finance, and the CFO's role as a strategic partner. They also explore how finance can be integrated into operations and the challenges faced when joining a company with financial red flags. They highlight the dangers of relying solely on sales to solve financial challenges and the importance of budgeting and planning for the future. In this conversation, Kathy and Kyle discuss the financial challenges they faced in their business and the importance of cash flow management. They delve into the difficult decision to lay off employees and the impact it had on the company. They also share their journey towards becoming cash flow positive and the role of a CFO in financial decision-making. The conversation highlights the need to cut expenses and focus on key levers to achieve profitability. They emphasize the importance of strategic hiring, accountability, and maintaining a narrow focus on target customers. Lastly, they discuss the discipline of bootstrapping and the dangers of overstaffing and creating part-time roles.   Takeaways A CFO should be a true strategic partner to the CEO and the entire business, providing a single source of truth and deep understanding of the entire business. Integrating finance into operations can lead to greater efficiencies and a holistic view of the business. Having a single source of truth in finance is crucial for unbiased decision-making and accurate measurement of performance. Relying solely on sales to solve financial challenges is not a sustainable solution; a comprehensive financial strategy is necessary. Budgeting and planning for the future is essential to ensure financial stability and growth. Effective cash flow management is crucial for the sustainability of a business. Making the tough decision to lay off employees is necessary for the survival of the company. Identifying and leveraging key expense levers can help in transitioning from a high burn rate to break even. Maintaining a narrow focus and targeting the right customers is essential for business growth. Sound Bites Chapters 00:00 Introduction and Background 01:07 The Role of a CFO and COO 05:09 The Importance of a Single Source of Truth 06:54 The CFO as a Strategic Partner 08:29 Bringing Finance into Operations 10:25 Aligning Hiring and Resource Allocation 12:57 Creating Processes and Oversight 14:19 Challenges Faced Upon Joining the Company 16:07 Identifying Red Flags in Financials 19:09 The Danger of Relying on Sales to Solve Financial Challenges 20:08 Budgeting and Planning for the Future 21:06 Financial Challenges and Cash Flow Concerns 22:02 The Difficult Decision to Lay Off Employees 23:22 Becoming Cash Flow Positive 24:09 The Importance of a CFO 25:06 Cutting Expenses and Focusing on Key Levers 26:29 Eliminating Unnecessary Positions 27:52 The Dangers of Overstaffing and Lack of Focus 28:50 Identifying and Leveraging Key Expense Levers 30:12 Transitioning from High Burn Rate to Break Even 30:46 Strategic Hiring and Accountability 32:05 The Importance of Narrow Focus and Targeting the Right Customers 33:36 The Temptation of Spending Venture Capital 37:24 The Discipline of Bootstrapping and Resource Constraints 39:14 The Danger of Overstaffing and Creating Part-Time Roles 41:21 Transitioning from Zero to One and One to One Hundred

Have you ever felt so overwhelmed with life that you just wanted to lock yourself in your room and watch TV for hours on end to numb the stress you're feeling?You're not alone. Even ultra-successful entrepreneurs can get like this.But if you're tired of waking up with regret because you're just not doing all the things you say you want to do, this episode is going to be a game-changer for you. Dan Martell, Entrepreneur and Author of Buy Back Your Time, is on the show today to share his transformation from locking himself in his room watching House to his now immense productivity.It didn't happen overnight.It took a lot of work, but once he finally decided that facing his demons, embracing a mindset shift, and making tactical life changes would create the kind of life where he could wake up without regrets, he took action— and he's on the episode today to teach you how to do the same.In This Episode: - Making time when you don't have time- Overcoming personal demons and expanding capacity- Finally stop drinking- Creating space and doing 'The Work'- ONE thing you can do to kickstart the momentum- Being the best - When is it enough?- Mastering social media: From amateur to pro- Harnessing the law of attraction and manifestation- Time and Energy Audit- Overcoming Distractions and Embracing Your True Purpose- Final Thoughts and Tactical AdviceGet ready for an unforgettable experience at Build Your Brand Live May 2024!

Join Nick Lamagna on The A Game Podcast with his guest Dan Martell, an award winning entrepreneur, investor, best selling author and founder of the SaaS Academy!  Dan overcame a troubled youth, addiction and attention deficit issues to eventually become a code writer, athlete, one of Canada's top angel investors and a coach to over 1000+ SaaS founders, including clients like ClickFunnels, Proposify, and Carrot. He founded and exited multiple companies and SaaS Academy has become one of the largest coaching companies in the world with over 100k subs on Youtube with an impressive list of some of the most popular names in business listed as their successful clients. Dan is a Mentor, business coach and Wall Street Journal Best selling author as well as podcast host of the Growth Stacking Show.  He has been putting out incredible content on his Youtube channel including Dan Martell uncut showing uncut giving you a behind the scenes look at the business master, iron man athlete and family man.  He has an incredible new book out NOW called Buy Back Your Time you will not want to miss!  Check out our social media pages for a giveaway this week and pick up the book available everywhere! Topics for this episode include: ✅ How to actually be a successful business owner ✅ Perspective taken away from interviewing Dana White from UFC ✅ How to stop negative thoughts in three questions ✅ What is what you desire is actually saying about you ✅ How to work through comparison syndrome and self worth issues ✅ Working through self sabotage and imposter syndrome in business + More! See the show notes to connect with all things Dan!  Connect with Dan: www.danmartell.com www.saasacademy.com Get the book Buy Back Your Time Dan Martell on LinkedIn Dan Martell on TikTok Dan Martell on Twitter Dan Martell on Instagram Dan Martell on Facebook SaaS Academy on Facebook Dan Martell on Youtube Growth Stacking Podcast on Apple Podcasts Growth Stacking Show on Spotify Saas Academy on Instagram SaaS Academy on Youtube Saas Academy on Twitter SaaS Academy on LinkedIn --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers

In the latest Predictable Revenue Podcast, Collin Stewart welcomed Kathy Doucette, the COO and CFO of Proposify, for an insightful discussion. Kathy is recognized for her optimistic and innovative financial mindset and for exploring the crucial links between finance, operations, and go-to-market strategies.  This conversation illuminates how strategic alignment in these areas can significantly influence business success. Here, we explore the critical insights from this conversation, presenting actionable strategies for businesses aiming to streamline their strategic approach. Highlights include: Good Signs You Have a Good GTM Model (4:31), What About Timing? (8:14), Let's Talk Math! What Numbers to Monitor For New Channels? (13:33), How Much Time Should You Give a New Channel? (16:06), and more... Are you looking to create repeatable, scalable, and predictable revenue? We can help! ► https://bit.ly/predictablerevenuecoaching

We have a major change in the federal government's Joint Employer policy. Senior Vice President of Government Relations and Public Affairs Michael Layman walks us through the changes from the NLRB, the wide open and harmful Joint Employer standard, and where this fight will go next. Also on today's show, a spotlight on supplier member Proposify. CEO Kyle Racki shares ideas on getting control of your sales process and trends with service brands.

This week Dean Graziosi sits down with Dan Martell, Dad, Husband, Award-winning Canadian entrepreneur, investor, best-selling author, and coach to over 1000+ SaaS founders, including clients like ClickFunnels, Proposify, and Carrot. They dive deep into some of the biggest struggles entrepreneurs face when it comes to running and growing their businesses and how to solve these complex problems. They also talk about Dan's new book "Buy Back Your Time" and the why the buy back principle might be controversial to some. Lastly, if you've been a part of a membership or subscription service you understand the power of these products to make your life easier. Learn why as a business owner and entrepreneur you may want to add a subscription product to your business to help boost your bottom line! It's time for you to "Buy Back Your Time" and reach next level success in your life and business. More resources for support: Join Dean every month LIVE inside the Mastermind.com membership. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Check it out here. ⁠⁠ Learn the habits that will set you up for success with Dean's book "Millionaire Success Habits." ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to grab yours. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Achieve your goals and live a Better Life with the Better Life Journal. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to grab your journal. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Dean on social media:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to Dean's YouTube Channel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠- DM me and let me know what you thought about this episode!  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join Dean's newsletter for weekly wisdom, updates and news direct to your inbox ⁠⁠⁠⁠

You may have noticed Proposify sporting a fresh new look these days. After several years in business, the Halifax-based proposal software company decided it was time to undergo a brand refresh.In this episode, we sit down with Proposify's Director of Brand + Communications, Jennifer Faulkner, as well as Brian Jeffcock, the mastermind behind the transformation from Palais—the design consultancy they enlisted for the refresh. We dive into the world of branding, exploring questions like: When is the perfect moment for a brand facelift? What's the significance of nailing branding right from the start for tech startups? And how can you leverage your brand to shine brightly in the digital realm?" Learn more about Proposify at https://www.proposify.com/ Visit Digital Nova Scotia: https://digitalnovascotia.com/Music © Bensound.com

Dan Martell is a serial entrepreneur, triathlete, investor, and author. He is the founder and CEO of SaaS Academy, the world's No. 1 coaching program for B2B SaaS founders. He coaches over 1000 SaaS founders, including clients like ClickFunnels, Proposify, and Carrot. His goal is to teach people how to build businesses that they don't grow to hate. Dan joined us today to talk about his Wall Street Journal bestseller, ‘Buy Back Your Time: Get Unstuck, Reclaim Your Freedom, and Build Your Empire.'Dan shares his transformative journey, from a troubled upbringing with addiction and incarceration, to becoming a successful entrepreneur and mentor.Dan dives into the importance of time and energy management, starting with a time and energy audit that helps clients identify tasks they enjoy, dislike, or can delegate. He highlights the impact of outsourcing and delegating tasks, even for entrepreneurs on a budget, and shares his own experiences and learnings along the way.Dan delves into the significance of having an executive assistant and the power of delegation in finding opportunities and growth. He encourages entrepreneurs to embrace the belief that someone else can run their company better and shares insights on leadership skills and building a strong team.Additionally, Dan explores the concept of buying back time and creating assets for long-term financial growth. He emphasizes the importance of leveraging resources and empowering employees to solve problems, all while reducing the need for excessive meetings.It's an episode jam-packed with valuable lessons and strategies to help you take your growth to the next level. Get ready for an episode that will leave you inspired and motivated. [07.04] Dan's story – Starting the conversation, Dan shares his life-changing experience in prison and defines the Get Sh!t Done mentality.[14.06] The three levels – The employee, the entrepreneur, and the empire builder—are the three levels of becoming a businessman.[20.01] Meetings – Dan explains why he thinks meetings are the biggest time waste for a company.[27.32] Pain line – We talk about the fear of handing over your company to another person.[33.21] 10-80-10 rule – Dan defines the 10-80-10 rule.[43.28] Drip matrix – Delegation, replacement, investment and production[48.32] Outsourcing - We talk about the three key components that people have to do in order to be successful at outsourcing that work.[57.58] Empowering frontline workers - If companies allowed the frontline workers to solve problems the best way they saw fit, they would grow fast.ResourcesConnect with DanLinkedIn - linkedin.com/in/dmartell/ Twitter - twitter.com/danmartell YouTube - youtube.com/channel/UCA-mWX9CvCTVFWRMb9bKc9w Website - danmartell.com/ Instagram - instagram.com/danmartell/ Book by DanBuy Back Your Time: Get Unstuck, Reclaim Your Freedom, and Build Your Empire

In this week's episode of The Wize Guys Podcast, get ready for an enlightening journey as we navigate the sea of lead conversion with Jamie, a knowledgeable representative from inside Sky. We delve into the essence of face-to-face communication and trust-building, even in our digitally driven era, besides unpacking the significant role these elements play in converting leads. Jamie shares his extensive experience, and results from different communication methods, and emphasizes the advantages of platforms like Zoom for initial meet-ups.Ever wondered how to turn technology into your most trusted ally instead of seeing it as a daunting barrier? This episode further explores how tools like Practice Ignition, GoProposal, and Proposify can help streamline your proposals while also maintaining their personalized touch. Jamie also throws light on why pitching yourself is as crucial as pitching your product, considering you're handling an essential part of your client's lives. Gear up for some game-changing insights that could revolutionize your lead conversion process.________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

2023 In Review So Far Part 1 features Paul Warren, Dr. Jason Gart, Dan Martell, Cynthia Pong, and Jaclyn Foster.More About Our Guests:Paul Warren is the Vice President of Operations at MMMX, Market My Market's newest endeavor launched in 2022, and a multi-faceted marketing executive. Featured Episode: 195Episode Link: https://legalmastermindpodcast.com/ep-195-paul-warren-market-my-markets-mmmx-optimizes-your-businesss-local-search-assets/Discussed: Increasing Your Business' Local OptimizationDr. Jason Gart is a nationally recognized applied historian and vice president at History Associates Incorporated (HAI), a litigation research and analysis consultancy in Rockville, Maryland.Featured Episode: 199Episode Link: https://legalmastermindpodcast.com/ep-199-jason-gart-what-is-the-value-of-historical-document-analysis-for-your-firm/Discussed: The Value of Research MethodsDan Martell is the best-selling author of Buy Back Your Time and the founder of SaaS Academy. He is also an award-winning Canadian entrepreneur, investor, and coach to over 1000+ SaaS founders, including clients like ClickFunnels, Proposify, and Carrot.Featured Episode: 200Episode Link: https://legalmastermindpodcast.com/ep-200-dan-martell-crack-the-code-to-buying-back-your-time/Discussed: Buying Back Your TimeUtilizing the Buy Back PrincipleCynthia Pong is the Founder and CEO of Embrace Change. Cynthia is a nationally recognized, award-winning, NYU-trained lawyer turned career coach whose passion is helping women of color realize their ambitious career goals. Featured Episode: 201Episode Link: https://legalmastermindpodcast.com/ep-201-cynthia-pong-growing-your-brands-potential/Discussed: Best Practices to Advance Your CareerJaclyn Foster is the Founder of Del.Trust Legal Recruiting and Staffing as well as a legal talent acquisition and retention specialist.Featured Episode: 203Episode Link: https://legalmastermindpodcast.com/ep-203-jaclyn-foster-establishing-your-firms-hiring-experience/Discussed: Determining Your Firm's Hiring Process

Chris was invited as a guest onto a special Tuesday edition of The Closing Show Live, hosted by Nadia Milani, VP of Marketing at Proposify!  From The Closing Show Live: We're super-charging the sales & marketing alignment conversation with Chris Walker, CEO of Refine Labs. Often imitated, but never duplicated. In this episode, we discuss what marketers and sales teams are probably doing wrong and how you can increase your sales velocity sooner than later. Also, Nadia puts Chris on the hot seat with some rapid fire questions. Thanks to our friends at Hatch for producing this episode. Get unlimited podcast editing at usehatch.fm.

Marketing today is a broad function. Most marketing leaders start their career in one area of marketing - like demand gen, and then as they progress into leadership roles, they are responsible for brand, demand, product marketing, and sometimes in-house creative. My guest today, Nadia Milani, VP Marketing at Proposify, has done it all, and shares how she transitioned from the brand side of marketing to demand gen to leadership roles at multiple startups.Show Notes:Connect with Nadia Milani on LinkedInLearn more about Proposify at www.proposify.com Thanks for listening!

Kyle Racki, the co-founder and CEO of Proposify, Kyle helps thousands of businesses remove the bottleneck of proposals and get more visibility into the close. In true serial entrepreneur form, Kyle also co-host his own podcast, The Racki and Symes Podcast, where he discusses ideas and strategies to push through growth.Kyle got his start in marketing and design, and ran a digital agency for over five years before selling it and starting Proposify.Since then he's amassed a wealth of experience and lessons that he shares with us in this episode.In episode 15, Kyle lays out the framework of the job of a CEO and some of the important pieces they're faced with including: creating vision and auditing values, building out the executive team (title politics are real), hiring leadership contextually, having difficult conversations and holding people accountable.He even offers a tool to conceptualize cash concerns that are big on the mind during periods of recession.Listen to the full episode to hear more from Kyle!

Kyle Racki is the CEO and co-founder of Proposify, software that helps thousands of businesses remove the bottleneck of proposals and get more visibility into the close. Based in Halifax, Canada, Kyle and Proposify have won multiple awards over the years, including the EY Tech Entrepreneur of the Year for Atlantic Canada and Deloitte Fast 50. In addition to running Proposify, Kyle also works with other companies and startups as an investor and strategic coach, and sits on the board of Bright and MarsVR. He co-hosts a weekly business podcast, The Racki Symes Podcast.Support the show

Dan Martell is an award-winning Canadian entrepreneur, investor, best-selling author, and coach to over 1000+ SaaS founders, including clients like ClickFunnels, Proposify, and Carrot. Dan Martell always looks at business through a couple of different lenses. The revenue engine and the people engine. This episode is brought to you by Authors Unite. Authors Unite provides you with all the resources you need to become a successful author. You can learn more about Authors Unite here: https://authorsunite.com/​​​​​​​​ Make sure to subscribe so you don't miss out on my future videos. --- Support this podcast: https://anchor.fm/authorsunite/support

Dan Martell is the best-selling author of Buy Back Your Time and the founder of SaaS Academy. He is also an award-winning Canadian entrepreneur, investor, and coach to over 1000+ SaaS founders, including clients like ClickFunnels, Proposify, and Carrot.Connect with Dan on LinkedIn: https://www.linkedin.com/in/dmartell/Visit Dan's Website: https://www.danmartell.com/Visit SaaS Academy's Website: https://www.saasacademy.com/Purchase Buy Back Your Time here: https://www.buybackyourtime.com/On This Episode, We Discuss…Dan's Incredible JourneyLegitimately Buying Back Your TimeThe Four Ways to Get LeverageUtilizing the Buy Back Principle

What's up fellas? I can't even tell you how pumped I am to share this conversation with you. Today's guest is a legit badass businessman, Dan Martell. We talked about his new book and how entrepreneurs can buy back their time, meaningful ways to talk to your kids to praise them for their effort, tell them what you love about them and eliminate entitlement and much more. For those that don't know, Dan is a serial entrepreneur, husband, father of two incredible boys, ironman athlete, best-selling author, and coach to over 1000+ SaaS founders, including clients like ClickFunnels, Proposify, and Carrot. He successfully exited 3 tech companies within 10 years. His new book, Buy Back Your Time, might be the most important book ever written for entrepreneurs, and especially our community at Front Row Dads. If that sounds like hyperbole, I'm not even joking. It's that good. So let's get right to it! Here are my favorite moments: The Buyback Principle: You don't hire people to grow your business. You hire people to buy back your time.  It's better if you allow things to happen with your kids. Let them figure things out, make mistakes and help them to fix them. Don't treat them like babies forever. The great things that happen when we talk to our kids about real stuff instead of just asking about how their day was. Get the Full Show Notes Want access to the full show notes, including links to all resources mentioned during today's conversation? Visit FrontRowDads.com/371 Want to learn more about Front Row Dads? We are in the business of building better families. While most dads would say that family matters most, the challenge is they feel guilty knowing their careers get the best of them, and their family seems to get the rest of them. We help Dads become family men with businesses, not businessmen who have families, so they can thrive personally AND professionally. Subscribe to the Front Row Dad podcast to learn about fatherhood, marriage and how to level up your game at home, or if you're ready for the best coaching and true brothers to grow with, Join The Brotherhood! Are you getting all the shows? Subscribe today! Want to leave a review? THANK YOU! http://FrontRowDads.com/review

https://fellow.app/supermanagers/dan-martell-saas-academy-are-you-a-transactional-or-transformational-leader-how-to-build-frameworks-for-success-and-design-your-time/ Experience is not as important as potential. Building frameworks for success for high-potential entry-level people in leadership and management positions allows for growth within an organization. In episode #132, Dan Martell gives tactical advice on optimizing your time and energy as a leader, and how to avoid being a transactional manager. Dan Martell is a serial entrepreneur, best-selling author, and Founder and CEO of SaaS Academy, where he coaches over 1000+ SaaS founders, including clients like ClickFunnels, Proposify, and Carrot. Dan's leadership style focuses on defining clear outcomes and metrics for success while using a "begin with the end in mind" approach. He also shares tactical tips on creating the perfect week, performing an audit of your time, and how to optimize and balance your energy. Tune in to hear all about Dan's leadership journey and the lessons learned along the way! . . . Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️ review and share the podcast with your colleagues. . . . TIME-STAMPED SHOWNOTES: [04:10] Transactional management [16:33] Building frameworks [21:34] How to spend your time in 2023 [29:42] The camcorder method for delegation [36:35] ICE score [41:47] Showing up energized [45:12] Understand the value of your time RESOURCES MENTIONED IN THIS EPISODE: Learn more about Dan Martell Order Dan's book Buy Back Your Time Connect with Dan on LinkedIn Read High Output Management Read One Minute Manager Meets the Monkey

When businesses need to reduce their spending, marketing is often one of the first areas to be cut. This is, no doubt, because some business leaders doubt the importance of investing in a solid marketing strategy. They either label it as non-essential and prioritise other spending activities or simply believe their business can survive on the bare minimum. Yet this can have detrimental effects on business growth, which business leaders will prioritise as a recession looms. Rather than cutting back on marketing, there should instead be a focus on analysing and fool-proofing your strategy as the market begins to turn. In this episode of B2B Revenue Acceleration, our host Aurelien Mottier (Co-Founder and CEO, Operatix) sat down with Nadia Milani (VP of Marketing, Proposify).  They discuss the importance of marketing during a recession, as well as best practices recommended to help accelerate growth and how marketers should adapt to overcome the challenges of an economic downturn. To hear this interview and many more like it, subscribe to B2B Revenue Acceleration on Apple Podcasts, Spotify, our website, or anywhere you get podcasts.

TIMESTAMPS03:21 - Knowing what marketing campaign works12:09 - Setting up your ideal customer profile14:11 - Steps to implement a marketing campaign18:49 - Tips to have a successful marketing campaign20:45 - Collecting everyone's point-of-view and aligning everyone on one vision23:51 - How to get the best insightsGUEST BACKGROUNDNadia is passionate about connecting businesses with their ideal customers. She has accelerated growth strategies for many B2B companies in the SaaS, e-commerce, and tech industries. Her sweet spot is when marketing intersects with technology.She is a leader that has helped build high-performance teams, producing triple-digit growth in engagement, acquisition, and revenue. In 2020, Nadia was added to Marketo's Fearless 50 list as one of the top 50 marketers in the world.MAIN INSIGHTUnderstanding your customer and creating customer intimacy will lead to the success of your product and marketing campaigns.KEY TAKEAWAYSYou really need to understand your customers/users no matter what the stage of your company isCustomers decide if your marketing campaign is successfulGive your customers options on how to engage with youInvolve your whole team in figuring out your ideal customer profileCreate focus groups that are within your ideal customer profileCreate polls and surveys if you have a tight budgetThe best insights come from actually talking to peoplePRACTICAL STEPSCreate opportunities to interview your customerIdentify the pain points and AHA moments of your customerIdentify what they love about your product and what else they needIdentify why your customer chose you rather than competitorsCreate ideal customer profile (ICP) by having a cross-department workshopMake sure that everyone on your team is aligned and understands your actual customerTIPS FOR SUCCESSGet a lot of viewpoints from the executive chainListen to your customer before creating an ideal customer profileDedicate time to listening to customer callsTest your homepageBuild a collaborative culture within your companyMaximize all your platforms in collecting customer feedbackMORE FROM PROPOSIFYProposify's proposal software helps growing teams remove document bottlenecks and get visibility into the most important stage of your sales cycle: the close.Learn more at proposify.comWant summaries, show notes, and more? Subscribe to the Forward Launch Your SaaS newsletter

SHOW SUMMARYWith burnout rates on the rise, business leaders need to figure out how to regulate stress levels in the workplace or face both business and ethical consequences. In this episode of the Peak Performance Selling podcast, Josh talks to Dr. Devan Kronisch, who heads the sales academy as well as the Diversity, Equity, and Inclusion (DEI) committee at Proposify.Dr. Devan talks about their journey from academia to sales enablement, and how those years teaching eventually lead to them becoming the go-to expert on all things DEI. They also talk about the leading causes of burnout in North American workplaces, and what business owners and executives can do to address it. HIGHLIGHTSHow Dr. Devan ended up in sales enablementGoing beyond diversity in the workplace Psychological safety is all about holding people accountable Everything you do outside of the 9 to 5 job is still workQUOTESHow Dr. Devan ended up in sales: "When my agent came to me and said, 'hey, Proposify needs a sales enabler,' my first thought was, 'What on Earth is a sales enabler?' So I went on Google and looked it up and I was going, 'Wait a minute, they need somebody to teach people things, to coach people, to go in there do assessments, I can do all of that! I just have no clue about sales. I can learn that.'"Dr. Devan on why just focusing on diversity is not enough: "I do very often see that the heavy focus is on diversity, and then we end up working with HR, trying to get more diverse hires. But then they leave after a short time because we haven't actually made an environment where people feel included and feel valued." The biggest roots of burnout, according to Dr. Devan: "Burnout comes from a lot of different factors. But we do know that the big ones are unfair treatment, unmanageable workload, lack of role clarity, lack of communication support, and unreasonable time pressure."You can connect with Dr. Devan and their work in the link below:LinkedIn - https://www.linkedin.com/in/devan-kronisch/If you're listening to the Peak Performance Selling Podcast, please subscribe, share, and send us your feedback.LinkedIn - https://www.linkedin.com/in/jordanbenjamin/Website - http://mycoreos.com/Podcast - https://www.mycoreos.com/podcastEmail - Jordan@MyCoreOS.comTwitter - https://twitter.com/jbenj09

BONUS EPISODE! Whisky Webinar - August 2022 - With Conor Cox, Chief Revenue Officer at Proposify. In this whisky webinar, we deep dive into Lagavulin and all things 'Standing Out From The Crowd'. Conor is a strategic mind and someone who is always looking for better ways to do great work. For the past 4-5 years, Conor has been leading the revenue team at Proposify. A fast-growing SaaS digital proposal platform that helps businesses and sellers put together intuitive and smart proposals that win. We talk about all things: Standing out from the beige crowd The data around indecision, how many touch points are required? The future of proposal software and analytics The power of personalisation and videos Removing friction points in your process Getting out of your own way Visit Proposify to learn more. This episode is sponsored by The Outbound Game. Grow your sales, motivate your team and reward what matters with rewards that matter. Game your growth with Outbound.

Are you creating edutainment content? How about infotainment video content? If the answer to both these questions is “no" - this episode is for you. This week, Growth Marketing Camp welcomes Nadia Milani, the VP of Marketing at Proposify.Nadia joins us to shed some light on the benefits of producing highly engaging and entertaining content that's also educational. She advocates ripping up the red tape when conversing with customers and discusses the importance of buy-in and alignment from the top to support a strategy that produces results. That's exactly how she's built a winning content strategy.Finally, she articulates how to best establish yourself in the company as the new VP of marketing. Another exciting episode is ready for you to tune in and enjoy!

Are you creating edutainment content? How about infotainment video content? If the answer to both these questions is “no" - this episode is for you. This week, Growth Marketing Camp welcomes Nadia Milani, the VP of Marketing at Proposify. Nadia joins us to shed some light on the benefits of producing highly engaging and entertaining content that's also educational. She advocates ripping up the red tape when conversing with customers and discusses the importance of buy-in and alignment from the top to support a strategy that produces results. That's exactly how she's built a winning content strategy. Finally, she articulates how to best establish yourself in the company as the new VP of marketing. Another exciting episode is ready for you to tune in and enjoy!

Welcome to the first episode of Forward Launch Your SaaS!This will be a short episode in which I explain the format of the show, what you can expect from weekly episodes, and why I started the podcast.The show features easy-going conversations with B2B SaaS startup marketing executives whose campaigns have resulted in impressive growth. In each episode, our guests share the one biggest piece of wisdom that other B2B SaaS marketing executives should know.I'm the host - Keirra Woodard, the owner, podcast marketer, and B2B SaaS content marketing consultant of Forward Launch .A few of the guests we have in our episode lineup include:Sharon Biggar, VP of Marketing at Hotjar. She recently spearheaded a company rebrand that helped Hotjar's revenue to grow more than 50% last year.Nadia Milani, VP of Marketing at Proposify. Nadia has helped build high-performance teams, producing triple-digit growth in engagement, acquisition, and revenue. In 2020, Nadia was added to Marketo's Fearless 50 list, being recognized as one of the top 50 marketers in the world.Oli Bridge, CMO at Bonjoro. After joining in 2016, he launched the company from zero revenue into one of Australia's fastest growing startups, with over 50,000 current users. Why I started the podcastA few years ago, I worked for a SaaS startup as a content writer… we never knew whether the content we published would actually resonate with people and produce leads and traffic for us. It felt like the content we were working hard to create was disappearing down a “content marketing black hole.”I started freelancing and developed a system to help companies avoid the "black hole". Now through my podcast marketing agency Forward Launch, I help B2B SaaS startups create and publish content that resonates with their ideal audience 100% of the time, differentiates their brand from the competition, and systematically moves leads down the buyer's journey.I started the podcast to understand what unique insights other SaaS marketers have learned that helped their companies be successful. Episode format:Every episode will be available in both audio and video formats that will be published to podcasting platforms and to my website. At the start of the interview, I'll ask the guests about their background. Then, we will move on to the main question for the episode: What is the one biggest piece of wisdom that other B2B SaaS startup marketing execs should know? At the end of each episode, I'll ask the guest for step-by-step practical advice that other marketers could use to implement the main idea. Typical episode lengths will be approximately 30-45 minutes. Episodes will be released weekly on Mondays.I'll keep the show going for approximately 30 episodes, and then re-evaluate the length and show format.What to do next:Subscribe to the email newsletterto be notified when new episodes are published and receive other bonuses like episode summaries, checklists, links to resources guests have shared, and more!Subscribe to the show in your favorite podcast playerWant summaries, show notes, and more? Subscribe to the Forward Launch Your SaaS newsletter

Welcome to the first episode of Forward Launch Your SaaS! This will be a short episode in which I explain the format of the show, what you can expect from weekly episodes, and why I started the podcast. The show features easy-going conversations with B2B SaaS startup marketing executives whose campaigns have resulted in impressive growth. In each episode, our guests share the one biggest piece of wisdom that other B2B SaaS marketing executives should know. I'm the host - Keirra Woodard, the owner, podcast marketer, and B2B SaaS content marketing consultant of Forward Launch . A few of the guests we have in our episode lineup include: Sharon Biggar, VP of Marketing at Hotjar. She recently spearheaded a company rebrand that helped Hotjar's revenue to grow more than 50% last year. Nadia Milani, VP of Marketing at Proposify. Nadia has helped build high-performance teams, producing triple-digit growth in engagement, acquisition, and revenue. In 2020, Nadia was added to Marketo's Fearless 50 list, being recognized as one of the top 50 marketers in the world. Oli Bridge, CMO at Bonjoro. After joining in 2016, he launched the company from zero revenue into one of Australia's fastest growing startups, with over 50,000 current users.  Why I started the podcast A few years ago, I worked for a SaaS startup as a content writer… we never knew whether the content we published would actually resonate with people and produce leads and traffic for us. It felt like the content we were working hard to create was disappearing down a “content marketing black hole.”I started freelancing and developed a system to help companies avoid the "black hole".  Now through my podcast marketing agency Forward Launch, I help B2B SaaS startups create and publish content that resonates with their ideal audience 100% of the time, differentiates their brand from the competition, and systematically moves leads down the buyer's journey. I started the podcast to understand what unique insights other SaaS marketers have learned that helped their companies be successful.  Episode format: Every episode will be available in both audio and video formats that will be published to podcasting platforms and to my website.  At the start of the interview, I'll ask the guests about their background. Then, we will move on to the main question for the episode: What is the one biggest piece of wisdom that other B2B SaaS startup marketing execs should know? At the end of each episode, I'll ask the guest for step-by-step practical advice that other marketers could use to implement the main idea.  Typical episode lengths will be approximately 30-45 minutes. Episodes will be released weekly on Mondays. I'll keep the show going for approximately 30 episodes, and then re-evaluate the length and show format. What to do next: Subscribe to the email newsletterto be notified when new episodes are published and receive other bonuses like episode summaries, checklists, links to resources guests have shared, and more! Subscribe to the show in your favorite podcast player and leave a rating and review Share the show with your colleagues and friends Apply to be a guest on the show or suggest a guest

Kyle Rack (CEO and Co-founder of Proposify) decided to go from bootstrapping to fundraising to buy back the shares from investors. How did they find their product-market fit? Why does Kyle think that the first employees might not be the ones who can grow the business in the long run? What's his management framework, and how does he set up team OKRs? Find out all his valuable tips in the episode.

What are some of the best tools and software to further your success in industrial marketing and technical sales?It's easy to get lost with all the options available, from productivity tools, organization applications, and customer relationship management (CRM) software. This video will cover the most effective and useful tools out there that you can use to garner your own success.Data Mining:It's easy to get paralyzed with the amount of lists available, especially since there is a lot of junk data out there. As the saying goes, if you put junk data in, you get junk results out. The cleanest data lists originate from high quality, and recent sources. CRMs:This and similar CRMs with the ability to scale to your current and growing needs is the way to go. You can also integrate your analytics, and pipeline tracking as well - monitoring different stages of the sales funnel helps you get a better vantage point of where things are going right and where they need adjustment. Whichever CRM you choose, make sure you commit to learning to use it, and bringing out its full potential for your managers and sales team. For a cloud-based proposal system that links with Hubspot, check out Proposify! This and similar CRMs with the ability to scale to your current and growing needs is the way to go. Social Media:Dialing down your social media channels is crucial to bring out a focused marketing message to potential clients that need it the most. The superior social network for anything and everything business related remains LinkedIn. If there's one channel to avoid, it's Twitter - its algorithm is unfriendly for B2B and there's little to no engagement for company channels.SEO Research:Search Engine Optimization (SEO) is the method of making sure your company's website is front and center when your services and products are searched for on Google and other search engines. Web Analytics:Building on top of a website that can be found on a search engine is a website that is clean, informative, usable and converts sales. Google Analytics is a great tool here as a first-party source for a data intensive breakdown, however SEMrush can also pull this data as well from a reporting standpoint, however not to the same level of optimization and integration as Google. Being able to analyze the data of bounce rates, landed pages, click-rates, heat maps, scroll depth, and more in relation to your conversion rate and sales funnel is key to keeping your website an effective tool in the sales process.Inter-Office ComsBeing able to effectively communicate, collaborate, and share files and data with your team all in one place that simplifies and streamlines the whole workflow. Teamwork Projects is the preferred tool in this space for an affordable, all-in-one platform for project management, chat, and file sharing.#industrialmarketing #technicalsales #marketingsoftware __________Subscribe For More Video Content :https://www.youtube.com/kylemilan__________Say Hi on Social:LinkedIn : https://www.linkedin.com/in/kylemilan/Instagram: https://www.instagram.com/kylejmilanFacebook: https://www.facebook.com/KyleJMilan/__________Connect For Business:MFG Tribe: https://mfgtribe.comMFG Tribe on LinkedIn: https://www.linkedin.com/company/mfgtribe/Technical Sales University: https://training.technicalsal...

Nadia is VP Marketing at Proposify. When is comes to closing deals, it's as good as sold with Nadia!

Our guest for this episode is Emilie Mazurek (https://www.dandydesign.ca/); A former Pre-Med student and current Product Designer at Proposify where they are helping teams build and e-sign proposals. We'll learn about growing up in Calgary, Why time invested should never be a metric for happiness, and how Robin Williams got it right when he uttered the phrase, Carpe Diem

Patrick Edmonds, Proposify | The Lion's Den PodcastIf you want to close more sales, you're not going to want to miss my conversation with Patrick Edmonds, Chief Marketing Officer for Proposify on this episode of The Lion's Den Podcast. The future is digital and Patrick's team is taking business intelligence and proposal #data to the next level with their platform.#LFG take control of your sales process, it's time to grow!#DigitalLion #LionsDen #Podcast #DigitalMarketing #Proposify #Sales #TechnologyWatch the FULL episode on YouTube: https://youtu.be/lgbyGtzVdrI Keep up with The Lion's Den! Visit our website: https://digitallion.com/ Facebook: https://www.facebook.com/Lancebachmanndigital Instagram: https://www.instagram.com/LanceBachmann Twitter: https://www.twitter.com/LanceBachmann Click here to find The Lion's Den podcast on all of your favorite platforms like #Spotify and #ApplePodcasts:https://lionsden.buzzsprout.com/

In this episode of the Sales Hacker podcast, we welcome Kyle Racki, the co-founder and CEO of Proposify. This company gives sales leaders visibility and consistency in their closing. Proposify helps more than 10,000 sales teams around the world eliminate the frustration caused by the proposal process. They also recently sponsored the Sales Hacker Podcast. What You'll Learn Entrepreneurship isn't in your genesWhy it's hard to push back against your groupThe journey from freelancer to founderHow to create and maintain a competitive advantageSolving the innovator's dilemmaThe framework for leading a startup to successShow Agenda and TimestampsEntrepreneurship isn't in your genes [5:59]Why it's hard to push back against your group [7:15]The journey from freelancer to founder [10:43]How to create and maintain a competitive advantage [15:32]Solving the innovator's dilemma [18:31]The framework for leading a startup to success [20:45]Sam's Corner [26:56]

Summary Listen to how Kyle Racki and his co-founders have built a 100-person SaaS business from within an agency. Find out how they come up with the product, validated it, and how they separated resources from ongoing client projects. Learn how he’s managing a 50-person product team, and why they have just completely removed roadmaps […]

On this episode, Charlie and Michael sit down with Gabrielle Furlotte, an SDR at Proposify in Halifax, Canada to unpack her SDR superpowers. Gabby leans in to cold calling, which is something that can be quite nerve wracking for many sales people. She's also known for sharing awesome content on LinkedIn. You can connect with Gabby at: https://www.linkedin.com/in/gabby-furlotte-she-her-28424a10b/

Most people send boring and uninspiring business proposals. In today's episode, we uncover what makes a proposal standout and actually gets you business. CEO and co-founder of Proposify, Kyle Racki joins Katelyn Bourgoin to explain: How He Turned A Pain-Point Into A Business Who He Treated His Early Adopters Like Royalty The Psychology of a Great Proposal How To Understand the True Needs Of Your Customer And So Much More Kyle Racki is the co-founder and CEO of Proposify, a modern proposal writing SaaS platform. He's also the author of "Free Trials and Tribulations: How To Build A Business While Getting Punched In The Mouth" Twitter: https://twitter.com/kyleracki LinkedIn: https://www.linkedin.com/in/kyleracki/ Proposify: https://www.proposify.com/ Book: https://www.amazon.ca/dp/B07MV55NTV ---- Follow Katelyn on Twitter Get your Free Customer Ranking Calculator

How confident did you feel about your last proposal ? How can you make them more powerful ?  Today we're talking all things proposals – from links, to pages you should focus on, to when to use (and avoid) automation. Today's guest is Kyle Racki, the CEO and co-founder of Proposify, a SaaS company that […]

Last week I received 15 LinkedIn connection requests and I ignored all of them because they were what advertising legend Dave Trott calls "white circles".  They were all the same. The brain ignores patterns so that it can concentrate on more important things. It's the reason why you don't pay attention to every car on the road while you're driving.  To stand out in a sea of white circles you have to be different. In other words, you have to be a red x in a sea of white circles.  The concept of the red x is important because your prospects secretly ask themselves four questions when they read your sales message. The first they ask is, "Should I pay attention to you?"  And if you're a white circle, the answer to that question is no and you don't get to move to the second, third and fourth question your prospects ask themselves before they decide to take a meeting with you. That's why I was excited to groove with Rachel Gray, and Account Executive at Proposify.

In this episode, CEO and founder of Proposify Kyle Racki joins us to share the story of how he transitioned from running an agency to running a fast-growing startup. You'll hear the pitfalls to avoid, some great advice for mitigating risk and a few pro tips on sending better proposals. ** About Kyle Racki** Kyle Racki is the CEO and Founder of Proposify, an angel investor, speaker, host of the LTV Podcast and author of his newest book: Free Trials and Tribulations - How To Build A Business While Getting Punched In The Mouth. He went from running a small digital agency back in the early 2000's to building a software platform as a side project that eventually turned into Proposify, a company that now serves over 6,000 businesses worldwide. ** Follow Kyle Online** Website: https://www.kyleracki.com/ Proposify: https://www.proposify.com/ Twitter: https://twitter.com/kyleracki New Book: https://www.kyleracki.com/book/

Kyle Racki is the co-founder and CEO of Proposify, a SaaS product that helps you create proposal documents, collaborate with your team and streamline your sales process so you can close deals faster. The Show Notes Proposify Price Intelligently Jonathan Down Kyle on Twitter Omer on Twitter Enjoyed this episode? Subscribe to the podcast Leave a rating and review Follow Omer on Twitter Need help with your SaaS? Join SaaS Club Plus: our membership and community for new and early-stage SaaS founders. Join and get training & support. Join SaaS Club Launch: a 12-week group coaching program to help you get your SaaS from zero to your first $10K revenue. Apply for SaaS Club Accelerate: If you'd like to work directly with Omer 1:1, then request a free strategy session.

Kyle Racki is the founder and CEO of Proposify, a software-as-a-service company currently doing seven figures in annual recurring revenue. Proposify allows companies to make better proposals faster to win more business. When Kyle launched Proposify in 2013, he and his co-founders almost gave up in their first year but despite enormous challenges, they now have 2,500 paying customers. He dedicates most of his time to product design, management and customer support, and doing his best to make Proposify all that it can be. He has been an entrepreneur for over 10 years and has lived with hustle, tenacity and resilience. He shares what he has learnt and what he continues to learn every day because he wants to help other entrepreneurs succeed. He does that through his blogs, videos, speaking and his upcoming book on building a SaaS business. Period in full-time business At age 24, he became a freelancer and a while later started a small web design agency with a guy he had met in the agency world. They ran the business for 5 years before starting Proposify which has been in operations for the last 3 years. They sold the agency in 2014 and also raised a seed round of funding for Proposify. The Journey He never thought he would be an entrepreneur and was in fact terrified of it. Core revenue streams Proposify is a software-as-a-service business. People sign up for a free trial of their proposal software and later they can opt for different pricing plans based on how many proposals one writes. Each pricing plan also has a range of features. So far they have 5,000 paid accounts and retention is very good. Starting out in business Kyle says everything he has done so far in business was not planned. He was freelancing in 2008, doing web design and development, but he got lonely and decided to get a business partner. Together they started their agency. Getting the first set of clients for the agency His business partner already had a few clients but they struggled a lot in trying to get clients. They did well in the first year, maintained low overheads and they got several good projects. They also struggled with their growth after the first year because they couldn't effectively manage the volatility of the business. Core agency products Kyle says that social media and digital marketing were there but very new. They used to do a lot of web design, UX work and online marketing. One of the problems they noted with the agency is that they didn't have a speciality. They never focused on a niche so they were stuck competing with local companies for smaller contracts. Tip: When starting a service business especially a creative one, you need to specialise in one thing. Starting Proposify When he was employed and freelancing, he used to write proposals and as he was freelancing he came up with the idea for a SaaS product for proposal management. He didn't have any coding skills but created its wireframe and shelved it for several years. In the process of running their agency, they started getting tired of chasing clients for payments among other issues. They really desired to transition into a SaaS business and tried out different SaaS products which didn't work. That's when they started discussing the proposal SaaS idea and they decided to go into it. Developing a SaaS product Kyle was not skilled in building a SaaS product but he knew how to create the interface. As they were developing different SaaS products, they built a team of developers internally. They got a grant to hire a developer who worked on the Proposify idea for one year. The developer is now the CTO. They got the grant from the Atlantic Canada Opportunities Agency (ACOA) after they pitched their early stage prototype at an event. They also got an investment from another government-related organization which put in $250,000. Tip: To get funding, go to start-up events where they let you pitch or demo your idea. It's better than looking up

Kyle Racki of Proposify shares his story of growing an in-house software product while running a digital agency. Kyle explains how he and his business partner built Proposify while simultaneously […] The post 010 Building a Product In-House – Kyle Racki of Proposify appeared first on The Creative Agency Podcast.

Have you ever thought of developing your own product - or have already developed one - but have found that the client work is distracting you from finishing? In today's episode, I talk with Kyle Racki about how your agency can create a product without killing it before it even gets started and how to upgrade any established product development processes. Product Development for Your Agency Kyle is a designer, blogger, technologist, and entrepreneur from Canada who ran his own web design agency for five years. During that time, he had several failures. Four to be exact. He then sold the agency and is now CEO and co-founder of Proposify. Let's build a product! Being a service agency is tough. You have to deal with cash flow, invoicing, revenue, etc. All these make building a product even more attractive. But don't be fooled, Kyle warns, “building a product while servicing clients is hard.” Hard, but not impossible. Ask before you build. Don't just start wire-framing the second you get an idea. Get out and start talking to people! You need to get product market validation and customer development before you start building. Start by talking to people you don't know. Lots of people. Hundreds, if you can. You want to make sure you're building a product that actually solves a problem and that people will actually pay for. Things to ask: What is your biggest challenge? What solutions have you found to the challenge? Are you willing to pay for a solution? I promise, it's way better to find out no one wants or needs your product before you start spending money and building it. Dedicate people to work on the product. If you can, resist the temptation to make building the product an add-on to someone's job. Think about it: your developer just spent four days coding for client projects and now has to switch over to working on your product. You're going to lose time on ramp up. Not to mention, paying clients will always come first. So without having a dedicated person to work on the product, you'll find yourself putting it on the back burner. Take it from me, if I had the chance to do it over again at my agency, I absolutely would have hired a dedicated person for product development. The investor route. Startups are expensive and not all agencies make enough profit on services to also fund building a new product. Kyle went with an investor to fund his product but there are lots of options, like incubators or crowdfunding. There are also VC's, but Kyle cautions that venture capitalist funding may be hard to get if you haven't made the full leap into being a product company. Some investors want to know you're fully committed to the product and not just moonlighting. Tinkering versus actually building. Make sure you do your homework! The grass isn't always greener on the product side, so learn the metrics of what you're getting into. And there's nothing wrong with tinkering. Use your service-based role to get to know your customers and to become really knowledgeable about your niche. Learn their pain points so you can make the kind of product that will actually make a difference. Proposify offer for listeners! Proposify is a cloud-based proposal management system and the product of Kyle “scratching his own itch.” Putting out proposals, responding to RFPs, and keeping track of all of them is daunting. Proposify helps agencies simplify the entire process so you don't have to spend forever putting together proposals. Smart Agency Master Class listeners can sign up for the free 14-day trial of Proposify and get 3 months free with promo code "JASONSWENK". Simply upgrade at the end of the 14-day trial. Growing Your Agency Having the right product development processes established within your agency could be the helping hand you need in getting your product off the ground. Now the next question is, what other challenges are you facing? I have probably experienced all the different struggles for an agency owner through my own experience and I can help you from what I learned. From what to do with your sales processes, ways to increase your profit margins or how you can build authority for your agency. I can tell you the best ways to stop losing money on projects, why performance based pricing can be the best pricing strategy for your agency as well as why including remote working or freelancers in your team can be beneficial in the long run. You can learn more about my career and different experiences as well as tips, tricks and insights by checking out my blogs that cover a wide variety of topics. Find more from my Ask Swenk series and more of my videos on my Youtube channel. There you will find advice from myself and other agency experts.