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Everyone dreams about taking their company global. But most teams have no idea how hard it really is.In this episode, Toni sits down with Shantanu and Koen from Personio to talk about why expanding into new markets can easily sink your go-to-market strategy. They've both helped companies like Gong, LinkedIn, and Personio grow across borders, and they've got the scars to prove it.They dig into what founders get wrong about international expansion, how to tell if your product actually fits a new geography, and why “just translating the website” is never enough. You'll hear how cultural nuances, regulations, and even small hiring decisions can make or break your success abroad.This episode is brought to you by Evergrowth — Their Agentic GTM Workspace enables revenue teams to collaborate and win with AI-powered teammates, breaking down silos and helping B2B teams grow smarter with fewer resources. Want to work with us? Learn more: revformula.io(00:00) - Introduction (03:57) - Common Mistakes in Expansion (09:10) - Product Geo Fit (11:59) - Localized Market Strategies (19:25) - Cost and Investment in New Markets (24:07) - Finding the Right International Leader (25:53) - Practical Approaches to Market Entry (32:07) - Viewing Expansion as a Bet (34:51) - Team and Culture Considerations (37:31) - Leadership Advice for International Expansion (43:13) - Balancing Global and Local Needs (47:24) - Navigating Complexity in International Operations
Renegade Thinkers Unite: #2 Podcast for CMOs & B2B Marketers
Most marketing books promise tips. Scalable Acts of Marketing shows you how to build a system that scales. Written after thirteen years of helping grow Service Express from $30 million to $350 million in ARR, Joshua Leatherman's field-tested guide blends a business fable with a hands-on playbook. In this episode, Joshua Leatherman (Cyderes) joins Drew to walk through how durable growth happens when marketing speaks in outcomes, earns executive trust, and runs one motion across brand, demand, sales, and success. He connects the fable's lessons to real-world moves inside growth-stage companies, laying out a playbook any marketing leader can use to build momentum that lasts. In this episode: How to shift from activities to outcomes that a CFO and CRO will back How to own pipeline with clear SQO definitions, shared attribution, and consistent follow-up How to stand up RevOps as “Switzerland,” with shared KPIs, fast handoffs, and five-minute speed-to-lead targets Plus: Why marketing must stay on the field after the first meeting How to use R&D (“rip off and duplicate”) to accelerate playbooks What to hire for right now: Curiosity, learning velocity, and accountability How authoritative content fuels discovery in an AI-led world If you're ready to build a marketing system that earns trust, investment, and results, this episode shows where to start! For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/
In this RevOps Hero episode, Chris Strom interviews five marketing leaders live at Dreamforce to unpack why top teams still invest in in-person events — and exactly how they plan, execute, and measure them. We cover pre-event planning and process, on-site actions (booth, breakouts, side events), post-event follow-up, and how these leaders run attribution that ties events to pipeline and revenue.You'll learn:How in-person accelerates trust (and thus deal velocity)What to do leading up to the event (lists, invites, cadences, creative, logistics)On-site tactics that actually convert (meetings, scans, activations)Post-event follow-up that doesn't feel spammySimple, workable attribution (lead source + campaign influence) and realistic ROI targetsGuests:Ann-Marie Fleming (Traction Complete), Laura Sweet (Riva), Rachel Kim (Mutiny), Milissa Holland (Spaulding Ridge), Aishling Finnegan (Copado)Subscribe for more RevOps and GTM breakdowns.
In this episode of RevOps Champions, Brendon Dennewill sits down with Mike Paton—longtime EOS Implementer, author, and host of The EOS Leader Podcast—to explore how organizations can scale effectively using the Entrepreneurial Operating System (EOS) framework.With over 17 years of experience delivering 2,000+ full-day EOS sessions across more than 150 companies, Mike shares battle-tested lessons on leadership, process, and accountability. He breaks down why Vision and Traction are non-negotiable in times of uncertainty, how the 20/80 process documentation method drives efficiency, and why radical honesty is the ultimate form of leadership care.Whether you're leading a fast-growing startup or scaling a 250-person company, this conversation delivers practical frameworks for building systems, managing change, and creating scalable growth—without sacrificing your entrepreneurial DNA.What You'll LearnWhy Vision and Traction matter most in uncertain timesThe three biggest challenges holding growing companies backThe 20/80 approach to process documentationHow Process and Data work togetherWhy radical honesty is a form of careWhy technology is an accelerant, not a solutionThe real reason change initiatives failResources MentionedGet a Grip Process Traction by Gino Wickman Radical Candor by Kim ScottThe EOS Leader Podcast EOS Worldwide90-Minute EOS Meeting EOS Tools About Mike PatonTitle: EOS Implementer, Author, Speaker, and Host of the EOS Leader PodcastIs your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizations A clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not) Let's Connect Subscribe to the RevOps Champions Newsletter LinkedIn YouTube Explore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!
Excellent Executive Coaching: Bringing Your Coaching One Step Closer to Excelling
Jim Delaney is the Co-Founder and CEO of Traction AI, a go-to-market partner for founders navigating the early stages of growth. What lessons from military leadership carry over into building a high-performing startup team? Why do so many founders struggle with go-to-market execution — and how can they fix it? What does "RevOps" actually mean for an early-stage company? How can a founder align product, marketing, and sales without overhiring or burning cash? What advice would you give to leaders who are stepping into the CEO role for the first time? Jim Delaney Jim Delaney is the Co-Founder and CEO of Traction AI, a go-to-market partner for founders navigating the early stages of growth. A former U.S. Naval Officer and National Security Agency team lead, Jim spent the first chapter of his career in national defense before transitioning into the private sector, where he worked as a senior executive for JPMorgan Chase and on the executive leadership team at Dun & Bradstreet. He then worked for various venture capital and private equity firms as a portfolio CEO for various portfolio companies and led two technology companies to successful exits — Marketwired sold to Nasdaq and Sysomos sold to Meltwater. With over 30 years of experience scaling data and SaaS businesses, Jim brings a rare blend of operational rigor and servant leadership to the startups he supports. He holds a degree from the U.S. Naval Academy and an MBA from the Wharton School. Excellent Executive Coaching Podcast If you have enjoyed this episode, subscribe to our podcast on iTunes. We would love for you to leave a review. The EEC podcasts are sponsored by MKB Excellent Executive Coaching, which helps you get from where you are to where you want to be with customized leadership and coaching development programs. MKB Excellent Executive Coaching offers leadership development programs to generate action, learning, and change that is aligned with your authentic self and values. Transform your dreams into reality and invest in yourself by scheduling a discovery session with Dr. Katrina Burrus, MCC, to reach your goals. Your host is Dr. Katrina Burrus, MCC, founder and general manager of Excellent Executive Coaching, a company that specializes in leadership development.
My Fintech Newsletter for more interviews and the latest insights:↪︎ https://rexsalisbury.substack.com/In this episode, I sit down with Stevie Case from Vanta, a former pro gamer turned chief revenue officer, to discuss how AI is transforming the entire go-to-market function in B2B SaaS. Stevie shares insights on building agile sales organizations, how AI supercharges human roles rather than replacing them, and the evolving expectations for sales, customer success, and RevOps teams. The conversation covers AI tool adoption, hiring for an AI-native workforce, and why go-to-market roles are among the most exciting in tech today.Stevie Case: https://www.linkedin.com/in/steviecase/00:00:00 - AI's Impact on Go-To-Market Functions00:02:06 - Building Scalable Sales Organizations00:04:47 - Specialization and Segmentation in Sales00:06:28 - AI Supercharging Customer Success00:08:23 - Hiring and Onboarding with AI Support00:10:07 - Building AI-Driven Products with Customers00:12:08 - Selling New Products to Existing Customers00:15:02 - Early Product Adoption and Iteration00:17:25 - Operating at All Levels in Organizations00:20:01 - Creating Intense, High-Velocity Teams00:22:15 - Hiring AI-Native, Curious Builders00:25:05 - Measuring Success by Team Pride and Feedback00:26:07 - Developing Agent Platforms00:28:02 - Monetization and Business Model Evolution00:30:49 - AI-Enabled Competitive Advantages in Fintech00:32:31 - Top-Down AI Automation Demand00:34:11 - Reinforcement Learning in Fraud Detection00:38:00 - International Go-To-Market Expansion00:41:33 - Designing Global Sales Footprints00:45:04 - Resourcing RevOps and Systems Teams___Rex Salisbury LinkedIn:↪︎ https://www.linkedin.com/in/rexsalisburyTwitter: https://twitter.com/rexsalisburyTikTok: https://www.tiktok.com/@rex.salisburyInstagram: https://www.instagram.com/rexsalisbury/
Most companies still hire salespeople wrong in 2025.They rely on resumes, gut feeling, and vague interviews instead of testing real skills. In this episode, Raul and Toni explain why that approach fails and how to replace it with a system that actually works.They break down a practical process to identify what you really need, define the skills that matter, and test candidates in realistic scenarios. No fluff, no guesswork, just a repeatable way to hire people who can actually sell.This episode is brought to you by ZoomInfo, the Go-To-Market Intelligence Platform. ZoomInfo gives you high-quality B2B data and sales intelligence on in-market buyers across companies of all sizes, powered by AI-driven automation with integrated outreach tools to help your GTM teams build pipeline and close deals faster. Check them out at zoominfo.com/revenue-formula Want to work with us? Learn more: revformula.io(00:00) - Introduction (01:41) - Hiring is Broken (07:09) - Basics of Effective Hiring (12:35) - The Myth of the Perfect Candidate (14:20) - Understand your Needs and Context (16:56) - Time Pressure in Hiring (22:02) - The Three Step Solution (29:10) - Assessing Candidates: Interpretation (30:16) - Assessing Candidates: Talking (31:21) - Assessing Candidates: Showing (32:53) - Assessing Candidates: Doing (36:53) - Iterating on the Process (39:57) - Roleplaying in Sales Hiring (43:33) - Hiring Sales Leaders (46:00) - Final Thoughts and Takeaways
THE Sales Japan Series by Dale Carnegie Training Tokyo, Japan
Trust isn't a “soft” metric—it's the conversion engine. Buyers don't buy products first; they buy us, then the solution arrives as part of the package. Below is a GEO-optimised, answer-first version of the core human-relations principles leaders and sales pros can use today. How do top salespeople build trust fast in 2025? Start by listening like a pro and making the conversation about them, not you. When trust is low, buyers won't move—even if your proposal looks perfect on paper. The fastest pattern across B2B in Japan, the US, and Europe is empathetic listening that surfaces goals, constraints, and internal politics. Post-pandemic norms (hybrid work, async decisions) mean you must read what's said and what's unsaid: tone, pauses, body language on Zoom, and email subtext. In enterprise sales, this shifts you from “pitching” to “diagnosing.” You become the buyer's trusted business advisor—especially in consensus-driven cultures like Japan where ringi and nemawashi favour rapport and patience over pressure. Do this and high-stakes deals stop stalling because stakeholders finally feel safe to share the real blockers. Do now: Open with one agenda question—“What outcome matters most by [date]?”—then listen without interrupting for 90 seconds. What questions reliably open buyers up? Use simple, human prompts that invite stories. Who have they worked for? What was it like? Where's the office? When did they start? Why choose this company? What do they like most? These “Who/What/Where/When/Why/How” prompts turn small talk into signal, revealing priorities (speed vs. safety), risk appetite, and decision cadence. Across SMEs, startups, and multinationals, these prompts work because they're culturally neutral, non-intrusive, and buyer-centred. In APAC, they respect hierarchy; in the US, they feel pragmatic; in Europe, they invite thoughtful context. The goal isn't to interrogate—it's to let people talk about themselves while you capture needs, metrics, and names of influencers you'll later engage. Do now: Prepare six openers on a card; ask two, go deep on one, and mirror key phrases back. How do I remember personal details without being awkward? Use the “Nameplate → House → Family → Briefcase → Airplane → Tennis Racquet → Newspaper” memory chain. Visualise a giant nameplate smashing into a bright house; inside, a baby with a briefcase pulls out an old plane; its propellers are tennis racquets threaded with rolled newspapers. Each hook cues a safe, human topic: name, home, family, work, travel, hobbies, and industry news. This light mnemonic keeps first meetings natural across cultures. In Japan, it supports relationship-first norms (meishi exchange, hometown ties). In the US/EU, it avoids prying while still finding common ground (sports, routes, recent sector headlines). Use tact and sequence flexibly; skip topics if they feel private. The point is to remember them so follow-ups feel personal, not transactional. Do now: Before calls, jot the seven cues; after calls, log one fact per cue in your CRM. What if I don't know the buyer's interests yet? Keep asking—then mirror their language and frame benefits in their terms. Early on, many buyers withhold interests until they decide you're trustworthy. That's normal. Persist with respectful questions, then translate features into “so-whats” they already value: uptime for CTOs, cycle-time for COOs, compliance for CFOs, psychological safety for HR. As of 2025, complex deals involve multi-threading (RevOps, Legal, IT, Security). Tailor each touch: startup CTOs want velocity and unit economics; enterprise VPs want risk mitigation and stakeholder alignment; Japanese heads of division may prioritise harmony and precedent. The win is relevance—your proposal reads like their strategy memo, not your brochure. Do now: After each meeting, write one line: “They care most about ___ because ___.” Lead with that next time. How do I make someone feel important—without manipulation? Spot real wins and praise them sincerely and specifically. Most professionals get little recognition. When you catch people doing something right—clear brief, crisp data, fast feedback—name it. Never over-flatter; buyers detect tactics instantly. The goal is dignity, not drama. Practical example: “Your timeline reduced rework across Legal and IT—that saved us both weeks.” In Japan, sincere appreciation that acknowledges team effort (not just the individual) lands better; in the US, direct credit energises champions. Across sectors (SaaS, manufacturing, services), this fosters reciprocity and deepens trust far faster than discounts ever can. Do now: In your next email, add one honest, specific thank-you sentence linked to a business outcome. What should leaders systemise so this sticks? Bake these principles into playbooks, onboarding, and CRM hygiene. Codify the seven memory cues, the open-question matrix, and a “buyer interest” field in CRM. Coach for silence (count to three before replying). Review call snippets for interrupt rate and question balance. Reward teams for discovery quality, not just revenue. Executives at firms from startups to conglomerates can run fortnightly “deal trust reviews”: is the sponsor heard, interests mapped, and recognition given? In Japan, align with nemawashi—map stakeholders and pre-wire decisions. In the US/EU, pressure-test value hypotheses with RevOps and Finance. Consistency beats charisma. Do now: Add three fields to your CRM today—Interests, Stakeholders, Recognition Given—and make them required. Conclusion When you listen deeply, speak in the buyer's interests, and recognise people sincerely, you stop selling and start being chosen. Make this your firm's operating system and watch cycle times shorten and referrals grow. FAQs Isn't this just “be nice” advice? No—these behaviours reduce friction, surface risks early, and accelerate consensus, which shortens sales cycles. Do these tips work in Japan? Yes—especially the memory chain and sincere group-focused recognition, which fit relationship-first norms. How do I measure progress? Track interrupt rate, number of stakeholder interests captured, and instances of specific recognition logged in CRM. Next Steps Add the seven-cue mnemonic and open-question set to your onboarding. Require “Interests” and “Recognition Given” fields in every opportunity. Coach teams to wait three beats before replying on calls. About the Author Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie “One Carnegie Award” (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and presentation programs, including Leadership Training for Results. He has written several books, including three best-sellers—Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery—along with Japan Leadership Mastery and How to Stop Wasting Money on Training. Japanese editions include ザ営業, プレゼンの達人, トレーニングでお金を無駄にするのはやめましょう, and 現代版「人を動かす」リーダー. Greg also publishes daily business insights on LinkedIn, Facebook, and Twitter, and hosts six weekly podcasts. On YouTube, he produces The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews, followed widely by executives seeking success strategies in Japan.
Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, we are joined by Sarah Lane-Hawn, a fractional marketing leader and consultant who helps organizations shape their go-to-market strategy and build operational infrastructure with intention. Sarah brings experience leading both marketing operations and demand generation, offering a clear view of how these functions can work together more strategically.The discussion focuses on how Marketing Operations professionals can move beyond the “ticket-taking” mindset and step into roles that drive real business impact. Sarah shares how understanding the “why” behind requests, influencing decisions, and aligning with organizational goals can elevate both personal growth and company success.In this episode, you'll learn:Why a human-centered strategy is essential to the future of marketing operationsHow MOps professionals can gain credibility and influence within their organizationsThe difference between building for reporting versus enablementPractical ways to bring strategic thinking and intuition into daily workThis episode is perfect for Marketing Ops, RevOps, and demand generation professionals looking to increase their strategic impact, build stronger partnerships with stakeholders, and find more meaning in their work.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals Join us at MOps-Apalooza: https://mopsapalooza.com/Save 10% with code opscast10Support the show
Amy Osmond Cook talks about her book The RevOps Advantage and how to maximize your revenue potential. Amy is the co-founder and Chief Marketing Officer of Fullcast – a RevOps platform for planning and executing go-to-market strategies. She's an expert in aligning marketing, sales, and operations for strategic growth. Listen for three action items you can use today. Host, Kevin Craine Do you want to be a guest? https://Everyday-MBA.com/guest Do you want to advertise on the show? https://Everyday-MBA.com/advertise
In this episode, Chantel Hirschel, Director of Revenue Operations at Sana, discusses the unique challenges and opportunities in the healthcare industry, particularly in revenue operations. She shares insights on transitioning from traditional B2B SaaS to healthcare, the importance of HIPAA compliance, and the role of AI in rev ops. Chantel also offers advice for aspiring leaders in the field, emphasizing the importance of communication and strategic thinking.ChaptersIntroduction to Chantel Hirschel(0:00)Transitioning to Healthcare Rev Ops(3:00)AI and Automation in Rev Ops(9:00)Leadership and Communication in Rev Ops(15:00)Future of Sales and Rev Ops(21:00)
In this episode of DisrupTV, hosts Vala Afshar and Ray Wang sit down with Amy Osmond Cook, Ryan Westwood, and Marty Dubin to explore how Revenue Operations (RevOps), AI, and leadership self-awareness are shaping the next era of business success. From breaking down organizational silos to balancing automation with human insight, this conversation dives deep into what it takes to scale growth, drive alignment, and lead with authenticity in a rapidly changing world. If you're a CEO, RevOps leader, or future-focused executive, this episode delivers actionable insights for navigating the intersection of technology, leadership, and human performance. DisrupTV is a weekly podcast hosted by R "Ray" Wang and Vala Afshar. The show airs live at 11 AM PT/ 2 PM ET every Friday. Each week, top leaders in tech, business, and innovation join to share their insights on the future of work, leadership, and digital transformation.
In this episode, Jeff sits down with Lindsay Roethlisberger, Director of Revenue Operations at Zapier, to explore how RevOps is evolving in a world increasingly shaped by AI. Lindsay shares her journey from Zapier's first marketing ops hire to leading a 12-person RevOps team spanning analytics, automation, and enablement.Together, they dig into:How Zapier uses AI across SMB, mid-market, and enterprise motionsThe difference between AI-driven workflows and agents - and where each fitsPractical use cases, from chat classification to renewal prep to sales coachingWhy RevOps leaders should think like product managers when adopting AIIf you want to see how AI is reshaping go-to-market infrastructure - and the lessons from one of the most automation-driven companies in SaaS - this episode is packed with practical takeaways.
In this episode of Run the Numbers, CJ Gustafson sits down with Ivan Makarov, Operating Partner at Andreessen Horowitz and former VP of Finance at Webflow, to explore what it takes to build a finance function from scratch inside a fast-growing startup. Ivan shares lessons from the trenches—how to decide between outsourcing and hiring in-house, what makes a great first finance hire, and why early-stage companies often run out of cash before they run out of ideas. He also dives into fundraising pitfalls, audit readiness, and the tools that make up a modern finance stack. Beyond the spreadsheets, Ivan opens up about the shift from operator to venture partner, the value of helping founders avoid his past mistakes, and what makes an offsite actually work.—LINKS:Ivan Makarov on LinkedIn: https://www.linkedin.com/in/ivansmakarov/Andreessen Horowitz: https://a16z.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: https://www.mostlymetrics.comRELATED EPISODES:Webflow's VP Finance Ivan Makarov on Understanding Startup Equity:Portfolio Operations: This Is What You Actually Have To Do To Make Sure a Company Is Successful:Brex COO/CFO Michael Tannenbaum on Taking Risks996 Culture, Exploding AI Bills & SaaS Chaos—TIMESTAMPS:(00:00:00) Preview, Intro(00:01:18) Meet Ivan Makarov of Andreessen Horowitz & Episode Setup(00:02:39) Sponsor – Tipalti | Aleph | Rillet(00:06:51) From Webflow to Andreessen: Becoming an Operating Partner(00:09:19) When and Why Founders Hire Their First Finance Leader(00:12:52) Hiring Early in Complex or Regulated Industries(00:13:58) The First Finance Hire in 2025 vs. 2015(00:15:46) Sponsor – Fidelity Private Shares | Mercury | RightRev(00:19:02) The Many Hats of Finance Leaders & The Rise of RevOps(00:24:55) What Founders Look For: Startup DNA and Work Ethic(00:26:05) Grind Culture, Return to Office, and New Expectations(00:28:20) From BizOps to RevOps: How Finance Roles Are Evolving(00:31:57) The First 12 Months of a Finance Leader's Playbook(00:35:05) Choosing Audit Partners and Avoiding Hidden Costs(00:36:32) Why Startups Really Fail — Running Out of Cash(00:39:16) Cash Controls, Banking Diversification, and Fraud Prevention(00:43:48) Fundraising Red Flags: Metrics, Definitions, and Diligence(00:47:50) 409A Valuations, Equity Clarity & Candidate Questions(00:50:09) The Modern Finance Tech Stack & Gen 3 Tools(00:55:05) AI's Impact: Replacing Labor, Not People(01:00:00) Offsites, Team Building & The Future of Finance Leadership(01:02:28) Wrapping Up: Reflections, Gratitude & Closing Credits—SPONSORS:Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metricsFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Mercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.#RunTheNumbersPodcast #StartupFinance #VentureCapital #CFOInsights #Leadership This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
Lauren Ryan, Senior Corporate Solutions Engineer and CRM competitive expert at HubSpot, joins Brendon Dennewill to unpack how smart technology decisions can transform business operations from the inside out. Drawing on her experience as the founder of Coastal Consulting—where she specialized in HubSpot-Salesforce integrations—Lauren shares how aligning systems isn't just a technical upgrade, but a cultural one that helps teams collaborate better and improve quality of life at work.In this episode, Lauren and Brendon explore the crucial link between technology choices and strategic business outcomes. She reveals why many CRM implementations fail—not because of the tools themselves, but due to misalignment between people, processes, and data. Through real-world examples, from credit unions empowering frontline tellers with unified data to sales leaders who refuse to work without HubSpot, Lauren shows how the right platform can boost adoption rates by up to 30% and drive measurable growth.Whether you're a RevOps professional, CRM admin, or business leader evaluating your tech stack, this conversation will help you understand the true total cost of ownership, avoid common implementation pitfalls, and make technology investments that deliver both business performance and a better employee experience.What You'll LearnWhy systems alignment drives organizational alignment The hidden cost of technology decisionsHow to think strategically about software buyingThe difference between having data and running on data Why employee experience is a critical CRM value proposition What makes a platform truly enterprise-readyThe people-first principle for change management Resources MentionedHubSpot Academy HubSpot CRM Salesforce Marketing Cloud Salesforce Financial Services Cloud Breeze Assistant About Lauren RyanTitle: Senior Corporate Solutions Engineer Company: HubSpotIs your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizations A clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not) Let's Connect Subscribe to the RevOps Champions Newsletter LinkedIn YouTube Explore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!
Databox is an easy-to-use Analytics Platform for growing businesses. We make it easy to centralize and view your entire company's marketing, sales, revenue, and product data in one place, so you always know how you're performing. Learn More About DataboxSubscribe to our newsletter for episode summaries, benchmark data, and moreDave Gerhardt built Exit Five by treating community like a product—not a side project.In this episode, he walks through how the Exit Five team runs community with the same rigor as a SaaS org: dedicated product roles, roadmaps, feedback loops, NPS, and sprint cycles. He also shares why most B2B companies shouldn't build a community, and what to focus on instead.We also dig into how to justify the ROI of brand and community work, why direct traffic is your best brand metric, and how AI is reshaping what lean GTM teams can do.In this episode, you'll learn:Why Exit Five runs its community like a product orgThe biggest mistakes B2B companies make when launching communitiesHow Drift's podcast helped drive $1M in pipeline – with no attribution modelDave's take on brand, content, and the new AI-powered marketerThe exact metrics Exit Five tracks to grow and retain members
What does the future AE look like in the age of AI?Toni and Raul break down how AI could transform sales productivity, reshape go-to-market structures, and create the $5M ARR AE. From hyper-optimized workflows to the rise of the “celebrity AE,” this episode explores three new models that redefine what top performance looks like.This episode is brought to you by Evergrowth — Their Agentic GTM Workspace enables revenue teams to collaborate and win with AI-powered teammates, breaking down silos and helping B2B teams grow smarter with fewer resources. Want to work with us? Learn more: revformula.io(00:00) - Introduction (03:00) - The 5M ARR AE with AI (11:17) - Hyper Optimized Enterprise AE (15:18) - AI-Assisted Sales Meetings (19:04) - Maximizing Sales Efficiency (20:50) - Salesperson as a High Performer (22:01) - Factory Automation (24:42) - The SMB Multitasker (32:44) - The Celebrity AE (35:29) - Influencer Crossovers in Sales (39:00) - Wrapping up (40:42) - Next Week: The 2025 Hiring Playbook
On this episode of GTM Live, Carolyn and Amber sit down with Steve Armenti, CEO & Founder of Twelfth Agency and former demand gen leader at Google.Steve shares his journey from corporate marketing to building a thriving agency, and dive into why most revenue teams miss the real story in their data, how to flip the script on pipeline analysis by studying rejection instead of just conversion, and the critical role of sales + marketing alignment in fixing the “pipeline black box.”You'll hear practical examples from Steve's experiences as an in-house demand gen leader and now running his ABX agency, insights into what's working for growth-stage SaaS companies right now, and a fresh perspective on building GTM systems that actually deliver results.If you're a CMO, CRO, or RevOps leader looking for new ways to diagnose what's holding back your pipeline, this episode is a must-listen.Key Topics Covered:Lessons from demand gen on identifying what works vs. what doesn'tABM → ABX: creating account-based experiences that align sales + marketingThe “messy middle” handoff between sales and marketing, and why it breaks most funnelsFlipping the script: studying disqualification rates instead of obsessing over MQL → SQL conversionPractical examples of diagnosing rejection data and what it revealedThe underestimated importance of data hygiene, UTMs, and ops rolesWhy improving what you already have often beats chasing new volume
Jeff sits down with Alex Kean, Director of Revenue Operations at Merge, to explore what it really takes to run RevOps across two go-to-market motions, enterprise sales and a new PLG product launch.Alex unpacks how his lean RevOps team supports Merge's sales-led engine while prepping for a parallel PLG motion, without breaking existing systems. He shares how his team is leveraging AI and agentic workflows for internal use, including customer health summaries and Slack-ready exec dashboards.
Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, we are joined by Chris Golec, Founder and CEO of Channel99, and Emily Gustin, Business Development Manager at LinkedIn. Chris and Emily share how the shift from individual-level to company-level attribution is transforming how B2B marketing teams measure ROI, particularly in social media.They discuss how LinkedIn and Channel99 are partnering to provide marketers with a privacy-safe approach to connect paid and organic social engagement to website activity and pipeline impact. The conversation explores the implications for ABM and ABX strategies, the evolving landscape of view-through attribution, and how marketing operations professionals can gain deeper insight into brand reach, buyer behavior, and overall performance across the funnel.In this episode, you'll learn:How company-level attribution is changing B2B social measurementThe role of privacy-safe solutions in connecting social engagement to pipeline impactInsights into ABM and ABX strategies informed by better dataHow MOPs teams can leverage attribution to understand brand reach and buyer behaviorThis episode is perfect for marketing operations professionals, B2B marketers, and anyone looking to improve social ROI and attribution strategies.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals Marketing Ops, RevOps, Data Pros, and AI innovators will come together to share what's really working and what's not during the week of Dreamforce. Join the conversation shaping the future of rev ops and AI, and save your spot now at AI Unfiltered, happening October 15th from 2:00 PM to 5:30 PM at Sandbox VR in San Francisco. Just steps away from Dreamforce. Visit tractioncomplete.com to learn more. Join us at MOps-Apalooza: https://mopsapalooza.com/Save 10% with code opscast10Support the show
In this episode, Brendon Dennewill sits down with Scott Litman, SVP at Capacity and founder of Lucy AI (acquired by Capacity in 2024), to explore the reality behind AI adoption in enterprise organizations. Scott brings over 25 years of digital transformation experience and shares insights from guiding Lucy's integration into Capacity's AI platform, which now serves over 2,500 companies. The conversation cuts through AI hype to reveal why 95% of enterprise AI projects haven't reached production and what separates successful AI implementations from failed proof-of-concepts.Litman emphasizes that while individual users have incredible AI superpowers at their fingertips, enterprise adoption faces unique challenges. He advocates for treating AI as automation rather than magic, focusing on solving specific business problems through strategic problem selection and rigorous testing. This episode is essential for RevOps professionals, enterprise leaders, and B2B growth teams who need practical guidance on moving from AI experimentation to production-ready solutions that deliver measurable business outcomes.What You'll LearnWhy enterprise AI adoption lags: Limited, sensitive data that demands unique methods and strict security.POC vs. production: Scaling to enterprise-grade solutions requires testing, governance, and disciplineChoosing the right problems: Target inefficient, error-prone, or time-consuming tasks Framework for adoption: Begin with clear policies, targeted training, and a focus on automation to set realistic expectations.Driving user adoption: Offer persona-based training that solves real pain pointsAutomation over hype: Treat AI like prior digital transformations—speed of execution matters more than novelty.Training and change management: Bridge skill gaps and standardize successResources Mentioned• EOS (Entrepreneurial Operating System)• HubSpot Inbound 2025• MIT Enterprise AI Report • Microsoft Azure OpenAI Service• Anthropic Claude About Scott Littman, SVP at CapacityIs your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizations A clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not) Let's Connect Subscribe to the RevOps Champions Newsletter LinkedIn YouTube Explore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!
Hosts Doug and Jess discuss the complexities of hiring salespeople in today's evolving market. They explore the misconceptions about sales hires, the importance of defining roles and processes, and the significant impact of hiring decisions on business success. For updates on new episodes, follow us on:LinkedIn: Lift Enablement, Doug Davidoff, Jess CardenasSubscribe to our YouTube channel!You can access the show notes and watch the video version of the show on our page. Thanks for listening and remember to just say no to shitty RevOps!
James Roth, CRO at ZoomInfo, joins Toni to break down how AI is reshaping go-to-market. From the collapse of inbound demand to the rise of intelligent outbound, he explains how teams can stay efficient, use AI without the hype, and turn data into real impact.We also talk about ZoomInfo's $1.2B ARR growth, the myth of “AI-native” startups, and what go-to-market intelligence actually means in 2025.Want to work with us? Learn more: revformula.io(00:00) - Introduction (01:38) - ZoomInfo's Growth and Public Perception (06:45) - AI's Role Today (10:04) - ZoomInfo's Approach to AI and Competition (15:35) - Go-to-Market Intelligence Explained (21:09) - Integration and Collaboration in the Industry (26:01) - SEO Challenges and Market Impact (28:45) - The Resurgence of Outbound Sales (33:27) - AI's Role in Sales Efficiency (39:46) - Leveraging AI for SMB Data (46:39) - The Drive for Efficiency with New Tools (53:10) - Next Week: $5M ARR per AE with AI
In this episode of Make It Happen Mondays, John Barrows sits down with Kevin Davis, the co-founder and CEO of Boogie Board—a company rethinking sales territory planning through the lens of data, transparency, and AI.Kevin's journey started far from Silicon Valley, in a small Wisconsin town where he learned grit the hard way—from shoveling snow and driving plows to climbing the ranks in sales and ops. Despite saying he never should've been in sales, Kevin's experience on both sides of the revenue engine gives him a rare perspective that's now shaping how companies think about go-to-market strategy.They dive into Kevin's “surfer, not hunter” sales philosophy, why current territory models are broken, and how we can rebuild them to create trust between reps and RevOps. Kevin also opens up about early tactical missteps, the importance of clarity in selling, and how Boogie Board is helping teams get smarter about where and how they sell.If you're in sales leadership, RevOps, or just tired of guessing your way through territory planning—this conversation is a must-listen.Are you interested in leveling up your sales skills and staying relevant in today's AI-driven landscape? Visit www.jbarrows.com and let's Make It Happen together!Connect with John on LinkedIn: https://www.linkedin.com/in/johnbarrows/Connect with John on IG: https://www.instagram.com/johnmbarrows/Check out John's Membership: https://go.jbarrows.com/pages/individual-membership?ref=3edab1 Join John's Newsletter: https://www.jbarrows.com/newsletterConnect with Kevin on LinkedIn: https://www.linkedin.com/in/kevinboogie/Check out Kevin's Website: https://boogieboard.ai/
Text us your thoughts on the episode or the show!In this special 200th episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, we are joined by Monica Wright, growth and demand generation leader with deep experience in both marketing operations and demand generation. Monica brings a rare dual perspective on what it takes for marketing and operations teams to work together effectively.In this episode, Monica discusses the often-overlooked challenge of mutual understanding, why marketers need to understand how Ops professionals work, and why they must understand marketing strategy to drive real business impact. She shares insights from her career leading, building, and advising teams, offering practical advice for bridging gaps, improving collaboration, and maximizing the effectiveness of your marketing organization.You will learn:Why cross-functional understanding between marketing and Ops is critical for successHow Ops and marketing teams can better communicate and align on goalsStrategies to ensure Ops adds measurable value while supporting marketing initiativesLessons from real-world experience building and scaling high-performing teamsThis episode is ideal for marketing leaders, demand generation professionals, and MOps teams seeking to enhance collaboration and achieve a more significant impact throughout the organization.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals Marketing Ops, RevOps, Data Pros, and AI innovators will come together to share what's really working and what's not during the week of Dreamforce. Join the conversation shaping the future of rev ops and AI, and save your spot now at AI Unfiltered, happening October 15th from 2:00 PM to 5:30 PM at Sandbox VR in San Francisco. Just steps away from Dreamforce. Visit tractioncomplete.com to learn more. Join us at MOps-Apalooza: https://mopsapalooza.com/Save 10% with code opscast10Support the show
In this episode of RevOps Review, Jeff Ignacio welcomes Brandon Smith, Director of Revenue Operations & AI Strategy at QuotaPath, to break down how one-person RevOps teams can punch way above their weight using AI. Brandon shares how he's driving ARR per head through intelligent automation, building custom apps on “Good Vibe Coding Fridays,” and teaching go-to-market teams to become builders themselves.You'll hear how QuotaPath is turning microtools into macro impact, why Brandon favours human-in-the-loop AI over full automation, and how he uses one-on-one GTM interviews to source real problems, not just shiny ideas. If you're thinking about AI integration beyond email copy and chatbots, this is a blueprint for doing more with less (and having fun doing it).
In this episode, we welcome guest Pete Caputa, CEO of Databox, to the show to discuss how to create predictable business plans in an increasingly unpredictable market. From AI disruption to global conflicts, today's business leaders face unprecedented challenges in forecasting and planning. Pete shares insights from his soon-to-be-launched Predictable Scale course, including how he's using AI avatars to create educational content and the frameworks that have helped Databox navigate uncertainty. The conversation covers the critical relationship between strategy and predictability, why messy data sabotages your plans, and why focusing on fewer initiatives often yields better results than spreading your bets. Follow Pete Caputa: LinkedIn: Pete CaputaDataboxRegister for the upcoming webinar: Predictable Planning in Messy Markets -> October 23rd at 11:30am ET!For updates on new episodes, follow us on:LinkedIn: Lift Enablement, Doug Davidoff, Jess CardenasSubscribe to our YouTube channel!You can access the show notes and watch the video version of the show on our page. Thanks for listening and remember to just say no to shitty RevOps!
Warren Zenna sits down with Michael Maimone, CRO at LucidLink, to unpack his journey from BDR to enterprise sales leader to CRO. Michael shares how his time at IBM, Marketo, Adobe, and ZoomInfo shaped a systems mindset, enabling him to translate big-company rigor into agile, early-stage execution without stifling momentum.They dive into the first 30-60-90 days in the seat: observe, diagnose, implement. Michael explains how he sequenced quick wins—enablement, RevOps guardrails, hiring profiles, interview kits—before rolling out robust territory, account, and opportunity planning. He emphasizes credibility through results and the art of modulation when change-managing seasoned teams.Michael details LucidLink's category-defining approach to distributed cloud file access for massive media and design workflows, and how that expands into broader enterprise use cases. He outlines direct and channel motions, global team structure, and the zero-knowledge security model that unlocks collaboration without compromising control.The conversation closes with pragmatic AI adoption across Gong, ZoomInfo, dialers, website conversion, and Gemini-driven planning. Michael shares early signal lifts, how to beat tool fatigue, why human analysts still matter, and advice to aspiring CROs: lead cross-functionally, stay humble, build lieutenants, and align every motion to predictable, scalable revenue.
Feeling burned out or stuck in your job? Chris Walker says the real problem might not be your boss or your paycheck, it's the frequency you operate in.In this episode, he shares with Toni how trusting his intuition led him to sell Refine Labs and step away from the company he built, and why he believes we're leaving the Information Era and entering a new “Frequency Era,” where your energy and mindset matter more than credentials or experience. Chris explains the six tiers of frequency, what it takes to move beyond stress and burnout, and how urgency and constant pressure can quietly pull a whole company into low-frequency habits.Want to work with us? Learn more: revformula.io(00:00) - Introduction (01:56) - The Decision to Exit Refine Labs and What's Next (11:09) - The Shift from Information Era to Frequency Era (15:37) - What is Frequency? (20:13) - Frequency Tiers and Personal Growth (22:46) - Tier One: Recognizing the Illusion (24:05) - Tier Two: Breaking the Illusion (26:17) - Tier Three and Beyond: Energetic Mastery (32:10) - Example: How You Relate to Time (33:49) - Where Frequency meets Business (37:06) - Defining Success Beyond Financial Metrics (42:39) - The Power of Choice and Awareness (44:13) - Examples of Different Company Frequencies (46:54) - The Role of Urgency and Pressure (51:19) - Impact of Venture Capital on Company Frequency (55:16) - Leadership and Frequency Alignment (01:05:45) - Final Thoughts and Personal Journey (01:09:13) - Next Week: Zoominfo's James Roth on AI in Sales and Marketing
Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, we're joined by Jon Russo, founder of B2B Fusion and former CMO of high-tech companies across Silicon Valley, New York City, and Luxembourg. Jon shares his insights on why Marketing Operations professionals often struggle to communicate their impact to the C-suite and how AI, cleaner data, and strategic thinking are changing the game.Jon dives into the importance of translating complex marketing data into business language, earning trust with senior leadership, and the evolving role of MOPs in driving revenue and AI-enabled pipeline initiatives. He also offers guidance on career growth, helping MOps professionals expand influence and demonstrate measurable impact.In this episode, you'll learnWhy first-party data and clean systems are critical for AI and pipeline successHow MOPs can effectively “translate” marketing operations insights for executivesWhat builds trust between junior MOps professionals and seasoned leadershipCareer strategies for expanding influence and taking a more strategic roleThis episode is perfect for marketing operations, demand generation, and RevOps professionals seeking practical advice to increase visibility, build trust, and position themselves as strategic leaders in the organization.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals Join us at MOps-Apalooza: https://mopsapalooza.com/Save 10% with code opscast10Support the show
In this episode, Bella Cowdin, HubSpot Certified Trainer and Senior Consultant at Denamico, unpacks the biggest AI announcements from HubSpot's INBOUND 2025. She shares how RevOps teams can use AI to amplify human potential—without replacing it—while avoiding common pitfalls.Highlights include HubSpot's recognition that customer data lives beyond its platform, the launch of Data Studio for seamless integrations, and the shift from SEO to AEO (AI Engine Optimization).This episode is a must-listen for RevOps professionals and marketing leaders who want to harness AI for growth while keeping humans first and AI second.What You'll Learn:How AI agents can help your best people 10X their output without replacing human decision-makingThe critical difference between using AI to help you vs. using AI to do things for youWhy HubSpot's new Loop Marketing Playbook declares the old inbound methodology "broken"How Data Studio is solving the scattered data problem plaguing most revenue operationsWhy businesses must shift from SEO to AEO to stay visible in an AI-driven search landscapeReal-world examples of AI implementation gone wrong and how to avoid themResources Mentioned:HubSpot INBOUND Fall Spotlight 2025- Annual conference featuring major AI announcementsLoop Marketing Playbook - HubSpot's new methodology replacing traditional INBOUNDAEO Grader - AI Engine Optimization tool (search for it on Google or ask your favorite AI)Data Hub (formerly Operations Hub) & Breeze AI - HubSpot's data management platform, HubSpot's native AI enrichment toolsIs your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizations A clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not) Let's Connect Subscribe to the RevOps Champions Newsletter LinkedIn YouTube Explore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!
If your board asks “Why is pipeline down?” and your opportunity dashboards only say marketing-sourced vs. SDR-sourced (AKA the four-funnel model), you're stuck with surface-level data and left guessing at fixes instead of diagnosing the problem. The real story lives between engagement and opportunity, the unmeasured factory floor where prospecting happens (or dies). In this episode, Carolyn and Amber show how to rip the lid off that black box, swap vanity volume for "causal" metrics, and find the repeatable patterns that actually manufacture pipeline.Expect blunt takes, practical questions to bring to RevOps tomorrow, and real outcomes from teams who've made the shift (e.g., win rates jumping from ~13% to ~24% and easier budget approvals once the black box is illuminated).What You'll Learn:[02:20] Why “source” reporting hides the truth (and fuels misalignment)[08:00] The Pipeline Black Box: measuring the in-between (triggers → first meeting → opp)[15:00] Pattern-spotting: sequences that create pipeline vs. waste[17:30] Visual walkthrough: opening the black box[20:55] Prospecting as its own lifecycle: timing, activity load, DQs, velocity[26:10] From more leads to more lift (conversion, speed, win rate 13%→24%)[36:00] Turning visibility into stronger board stories & budget wins[38:25] 3 questions to expose your black box this weekWho This Episode ForCROs, CMOs, Demand leaders, and RevOps owners ready to graduate from MQLs/last-touch to a factory-style measurement system.
James Case, Associate Director of Revenue Operations at Healthie, shares his non-linear journey into RevOps - from customer service to sales to operations - and the lessons he's learned along the way. He breaks down how frontline experience shaped his empathy for sales teams, the importance of prioritisation and change management, and how Healthy is using AI and automation to remove admin work and let providers focus on care. A candid conversation on resourcefulness, scaling processes, and building systems that last.
SaaStr 822: SaaStr's Top 10+ AI Agents: AI SDR, AI BDR, AI RevOps + More: The How, The Who, The Why with SaaStr CEO Jason Lemkin Join us in this comprehensive deep dive into the use of AI agents within SaaStr's operations, as requested by many of our followers. Led by SaaStr CEO and Founder, Jason Lemkin, and SaaStr Chief AI Officer, Amelia Lerutte, we'll detail our journey from having no AI at the start of the year to utilizing 20 different AI agents, including 11 core ones that we rely on daily. Learn from our insights on our most utilized AI agents, their workings, actual data, and how we manage them for optimal results. Discover specific tools like Artisan, Qualified, Gamma, and Replit, and understand how they're integrated into our outbound, inbound, and sales processes. This episode also covers how we've internally developed AI-powered solutions for speaker application reviews, content review, startup valuation, and more. If you're interested in bringing intelligent automation to your business, this session offers practical advice and firsthand experiences to guide you on your AI journey. --------------------- This episode is brought to you by Intercom: Fin is the #1 AI Agent for resolving complex queries like refunds, transaction disputes, and technical troubleshooting—all with speed and reliability. See how Fin can deliver the highest resolution rates and highest-quality customer experience at fin.ai/saastr. --------------------- If you're serious about B2B and AI, you need to be in London this December. SaaStr AI London is bringing together more than 2,000 leaders and founders for two days of practical advice on scaling into the new year. We'll have speakers flying in from OpenAI, Wiz, Clay, Intercom, and all your favorite SaaS companies, including yours truly with Harry Stebbings for a live 20VC podcast. It'll be fun, and it's all in the heart of London. Don't miss out: get your tickets with my exclusive discount by going to podcast.saastrlondon.com --------------------- Hey everybody, the biggest B2B + AI event of the year will be back - SaaStr AI in the SF Bay Area, aka the SaaStr Annual, will be back in May 2026. With 68% VP-level and above, 36% CEOs and founders and a growing 25% AI-first professional, this is the very best of the best S-tier attendees and decision makers that come to SaaStr each year. But here's the reality, folks: the longer you wait, the higher ticket prices can get. Early bird tickets are available now, but once they're gone, you'll pay hundreds more so don't wait. Lock in your spot today by going to podcast.saastrannual.com to get my exclusive discount SaaStr AI SF 2026. We'll see you there.
In this episode of RevOps Champions, host Brendon Dennewill interviews Vince Chiofolo, SVP of Revenue Strategy at Dash Solutions and President of the Incentive and Engagement Solutions Providers (IESP). The conversation explores the critical but often overlooked connection between payment experiences and customer retention. Vince reveals that 76% of customer churn can be traced back to poor payment experiences, whether inbound or outbound.The discussion dives deep into how RevOps teams can drive alignment across organizations by focusing on shared metrics like lifetime value (LTV), net revenue retention (NRR), and customer health. Vince shares practical insights on building loyalty through three key pillars: emotional, structural, and behavioral loyalty. The episode provides actionable frameworks for reducing churn, improving customer experience, and creating sustainable revenue growth through better operational alignment.What You'll LearnWhy 76% of customer churn relates to payment experience failures and how to address themThe three-pillar framework for customer loyalty: emotional, structural, and behavioralHow to align entire organizations around shared revenue metrics and outcomesThe surprising ROI of retention: how a 1-2% drop in churn can increase company valuation by 12%Practical strategies for moving beyond "new logo obsession" to focus on customer expansionCommunication frameworks that scale with business growth: metrics, rhythms, and strategic focusHow outbound payment solutions can transform from cost centers to revenue driversResources MentionedDash Solutions - B2P (Business-to-Person) payment platformMcKinsey study on organizational silos as growth barriersEinstein's problem-solving methodologyNet Revenue Retention (NRR) as a key alignment metricCustomer Lifetime Value (LTV) optimization strategiesAbout Vince ChiofoloTitle: SVP of Revenue Strategy Company: Dash SolutionsIs your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizations A clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not) Let's Connect Subscribe to the RevOps Champions Newsletter LinkedIn YouTube Explore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!
Automation and cheap data turned outbound into spam and Google's new rules are shutting the door on mass email. AI only made the noise louder. In this episode we break down how the predictable-revenue model collapsed, why reply rates keep falling, and why phone calls and research-driven outreach are proving more effective. JB Daguené, founder and CEO of Evergrowth, explains how his team uses AI digital colleagues to help sales teams start real conversations instead of just firing off sequences. (00:00) - Introduction (01:05) - JB's Journey with Trustpilot (04:04) - The Early Days of E-commerce and Customer-Centric Sales (14:37) - The Impact of Predictable Revenue (17:47) - The Rise of SDRs and Data Challenges (18:53) - How did we get here? (21:57) - Automation, AI and Pipeline Management (24:40) - The SDR Playbook (26:57) - Challenges with Tools and Silos (29:17) - Google's Crackdown on Email Spam (33:04) - The Resurgence of Phone Calls (35:48) - Evergrowth's AI Tool (37:58) - Understanding Agentic Workflows (45:47) - Avoiding AI Hallucinations (53:55) - Wrapping up (55:51) - Next Week: Chris Walker on Frequency
This week's throwback guest has served as a Behavioral Therapist, Insurance Producer, Firefighter, and Account Executive all before joining RevPartners, where he has served in roles such as Sales Director, Commissioner of Content, and now as the Senior Channel Manager and Creative Lead. Since our conversation he has taken his talents to Supered as the Brand Evangelist.He is also known as The Mayor of Inbound, this week's guest is Mr. Rob Jones to the show.In this week's episode, we discussed:Importance of Psychology and Problem SolvingDefined vs. Undefined VariablesThe Value of Personal BrandHubSpot Updates From Inbound 2024Much More!Enjoy this week's episode with Rob Jones.I am now in the early stages of writing my first book! It will cover my journey into sales, the lessons learned, and include stories and advice from top sales professionals around the world. I'm excited to share these interviews and bring you along on this journey!Like the show? Subscribe to the email: Subscribe HereI want your feedback! Reach out at 20percentpodcastquestions@gmail.com or connect with me on LinkedIn.If you know anyone who would benefit from this show, please share it! If you have suggestions for guests, let me know!Enjoy the show!
After an incredible run, we're wrapping up the Revenue Growth Architects Podcast.Along the way, we've had meaningful conversations, explored big ideas, and hopefully helped you feel a little more confident navigating the complex world of marketing ops, RevOps, and GTM strategy.Thank you to every listener who tuned in, shared an episode, or sent us feedback. Your support has meant the world.We're stepping back from the podcast to focus our energy on share content on Linkedin and Youtube. So, while the mic might be off for now, this isn't goodbye forever. Keep following along:Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8wSubscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletterFollow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/
In this short segment of the Revenue Builders Podcast, John McMahon and John Kaplan are joined by Meghan Gill, who spent 17 years scaling MongoDB. Meghan shares her approach to building credibility in sales operations, enabling leaders to think with a business mindset, and creating a management operating rhythm that empowers organizations to scale effectively. From fixing broken reporting to establishing trust and building a cadence that fosters championship-level performance, this conversation is a masterclass in how RevOps drives long-term success.KEY TAKEAWAYS[00:01:00] Sales leaders often excel at recruiting and closing deals but must learn how to leverage information effectively.[00:02:12] Credibility begins with fixing the basics—clean reporting builds trust and opens the door to deeper strategic input.[00:03:00] A strong cadence inside an organization enables consistency and peak performance, much like a championship sports team.[00:04:21] Multiple cadences exist at different levels—frontline managers focus on recruiting and pipeline, while leadership focuses on forecasting and long-term planning.[00:05:52] Sales operations can provide insights that validate or challenge a CRO's instincts, helping identify hidden issues.[00:07:08] Weekly metric reviews create accountability and ensure readiness, cascading discipline throughout the sales organization.QUOTES[00:00:48] “The greatest sales ops organizations aren't internal affairs—they're like coaches, helping sales leaders think with a business intent.”00:02:29] “Don't come in too hot. Solve the first basic problems, earn trust, and then earn the right to be at the table.”[00:03:35] “The cadence wasn't punitive—it became enabling. It was something you sought after, like being part of a championship team.”[00:05:22] “By the fifth day of the first month, forecasts roll up. By the 10th, something else happens—there's a time element to cadence that drives discipline.”[00:07:29] “It started with me. I had to understand the metrics and be prepared, which set a standard that cascaded throughout the organization.”Listen to the full conversation through the link below.https://revenue-builders.simplecast.com/episodes/scaling-sales-operations-with-meghan-gillEnjoying the podcast? Sign up to receive new episodes straight to your inbox:https://hubs.li/Q02R10xN0Check out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4Check out Force Management's Ascender platform here: https://my.ascender.co/Ascender/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
BetterWorks' VP of RevOps, Danielle Kaetzer, shares how to turn activity into pipeline - mapping the customer journey, standing up CSQLs with CS/AM, aligning marketing–SDR–AE playbooks, simplifying the stack, and shifting the scoreboard from “meetings booked” to opportunity creation and velocity.
We're doing something different in this episode. We recorded it at HubSpot's INBOUND conference, and rather than having just one single episode guest, we interviewed marketing and RevOps leaders from 5 very different companies—each with their own specific approach to attracting, converting, and retaining customers.You'll hear how companies structure their go-to-market motions across:- Inbound marketing and demand generation- SDR/AE handoffs and deal stage workflows- Self-serve vs. high-touch enterprise sales- Attribution tracking and reporting- Event-based field marketing and referral programs- Long-cycle sales driven by print and local ads
Databox is an easy-to-use Analytics Platform for growing businesses. We make it easy to centralize and view your entire company's marketing, sales, revenue, and product data in one place, so you always know how you're performing. Learn More About DataboxSubscribe to our newsletter for episode summaries, benchmark data, and moreIn times of ongoing volatility, agility isn't just a survival skill – it's the core growth lever. Kathleen Booth, SVP of Marketing at Pavilion, makes the case for ditching rigid planning in favor of dynamic, data-informed decisions, and explores how smart GTM leaders are embracing flexible org structures, full-cycle sales, and simplified roles to adapt fast.Kathleen shares what Pavilion is seeing across thousands of GTM leaders: the metrics that matter most now, why full-cycle selling is making a comeback, and how to tell a compelling story with your data that gets CFO and board buy-in.If you're leading a go-to-market team and struggling to keep up with messy market changes, this is your roadmap for building a culture – and system – for fast, confident decision-making.Watch the full episode to learn how top GTM leaders are:• Replacing rigid planning with agile execution• Using data to spot early signals and justify pivots• Simplifying org structures to move faster• Selling strategic brand investment to skeptical CFOs
In this episode of the Revenue Builders Podcast, our hosts John Kaplan and John McMahon are joined by John Schoenstein, the CRO of Customer.io. The discussion dives into Schoenstein's extensive experience in scaling companies from startup stages to large enterprises, touching on key topics like repeatable revenue systems, the importance of talent, and sales rep productivity. The conversation also explores the integration and impact of AI on sales processes, how to create effective revenue systems at various growth stages, and the cultural and operational shifts necessary for scaling. Schoenstein emphasizes the significance of data, training, and customer-centric approaches in driving successful sales teams. The discussion offers valuable insights for B2B sales leaders looking to understand and implement strategies for scalable and efficient growth.ADDITIONAL RESOURCESConnect with John Schoenstein: https://www.linkedin.com/in/john-schoenstein/Learn more about Customer.io: www.Customer.ioEmail John about joining the Customer.io team: john.schoenstein@customer.ioHow leaders are driving growth and scalability in 2026: https://hubs.li/Q03JN74V0Watch Force Management's C-Level Panel Discussion on Growth, Valuation and Execution: https://bit.ly/4p6kyGSEnjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:36] Scaling Companies: Insights from John Schoen Stein[00:03:41] The Importance of Talent in Sales[00:11:16] Pipeline Generation and Sales Leadership[00:16:50] Building a Winning Culture[00:18:28] Implementing Repeatable Revenue Systems[00:30:02] The Role of Data and Rev Ops in Scaling[00:32:58] Pipeline Focus and Sales Rep Productivity[00:34:09] Measuring Sales Rep Productivity[00:35:27] Regional Productivity and Investment Decisions[00:36:05] Analyzing Sales Data for Insights[00:38:35] Sales Productivity in Startups[00:40:00] Remote Work and Sales Productivity[00:41:42] Encouraging Creativity and Adaptability in Sales[00:45:52] AI in Sales and Revenue Leadership[00:49:05] Implementing AI in Sales Processes[01:02:06] Customer Engagement and AI at Customer.ioHIGHLIGHT QUOTES[00:05:32] “Talent matters at all levels. You want people who are competitive, coachable, and curious.”[00:08:33] “You can't own your territory if you're depending completely on inbound leads.”[00:12:54] “Patriots go to battle with you when it's hard. Mercenaries leave when things get tough.”[00:16:57] “Pride is the precursor to winning, and winning is the precursor to pride.”[00:39:57] “If you're not looking at sales productivity, you're missing a precursor to whether people will make it.”[00:46:28] “AI should be a copilot—helping reps win, not just adding more inspection.”[00:47:10] “Sellers that do not have AI acumen are going to be replaced by sellers that do.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, Brendon Dennewill speaks with Cait Grabowski, Implementation Manager at Denamico. Her experience as a Fractional CRO and GTM Strategist shapes her unique perspective on franchise operations. Cait explores the unique challenges and opportunities facing franchise brands as they work to scale through better systems and processes.The conversation reveals how franchise organizations juggle multiple complex relationships – from franchise development and real estate teams to individual franchisees and their end customers. Cait shares insights on overcoming common strategic missteps, including the tendency for franchisors to oversell multi-unit deals to unproven franchisees and the critical importance of data transparency and proactive communication throughout the franchise lifecycle.This episode is essential listening for franchise executives, RevOps professionals, and franchise development teams looking to transform their operations through strategic technology implementation and data-driven decision making.What You'll LearnWhy transparency and proactivity matter The multi-unit franchise trapTiming as a critical metricThe power of unified data systemsStrategic alignment across verticalsBuilding vs. buying CRM solutionsThe team you need for CRM success Resources MentionedHubSpot – CRM platform with customization capabilities and multi-account management features for franchise organizationsHubSpot Academy – Free training resources with video content for learning platform fundamentalsEOS (Entrepreneurial Operating System) – Business framework for setting and tracking short-term and long-term organizational goalsAbout Cait GrabowskiTitle: Implementation Manager Company: DenamicoIs your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizations A clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not) Let's Connect Subscribe to the RevOps Champions Newsletter LinkedIn YouTube Explore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!
Leaderrs rarely talk about their own health even though it drives every decision. Toni and Raul share their own experiences and what they learned from interviews with 17 founders and C-level leaders about mental and physical habits.They dig into how stress, sleeplessness and company performance feed into each other, how common burnout and anxiety really are, and why so many leaders slip into drinking or other forms of self-medication without noticing.(00:00) - Introduction (06:45) - Mental sealth statistics among founders (09:33) - Physical Health and Company Performance (11:53) - Stress and sickness correlation (16:17) - Do we self medicate too much? (23:33) - Health routines of successful CEOs (28:20) - Exercise routines (30:32) - Challenges of maintaining health when you have kids (34:19) - Health as a job responsibility for founders (39:21) - Improving sleep quality (44:04) - Diet and nutrition (47:13) - Final thoughts (48:50) - Next week: JB from Evergrowth on sales and automation
Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, we're joined by Pradeep Manivannan, Martech Consultant at Academy Sports & Outdoors. Pradeep brings extensive experience from roles at eBay, Salesforce, and Nordstrom, offering a unique perspective on connecting data, building journey-based experiences, and aligning marketing operations across channels.Pradeep explains how to map customer journeys effectively, leverage segmentation, and implement omnichannel strategies that work in both B2C and B2B environments. He shares lessons learned from consumer-focused marketing and how B2B teams can apply them to drive better engagement and measurable results.In this episode, you'll learnHow to design seamless customer journeys from scratchThe role of data integration across channels in marketing successSegmentation strategies that improve targeting and personalizationWhat B2B teams can learn from consumer-focused marketing approachesThis episode is perfect for marketing, RevOps, and growth professionals looking to improve customer experience and operational efficiency. Tune in to hear Pradeep's actionable insights on building journey-based marketing strategies.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals Visit UTM.io and tell them the Ops Cast team sent you. Join us at MOps-Apalooza: https://mopsapalooza.com/Save 10% with code opscast10Support the show
Eugene “Blue” Bowen joins John Barrows to unpack one of the most important AI sales reports of the year—straight from G2's research desk. As a Research Principal focused on sales, tech, and AI, Blue co-authored G2's latest study exploring how sales teams are actually using (or not using) AI in their day-to-day.Together, they dig into:Why most pipeline numbers are a lieThe myth of “fully automated” sales cyclesHow AI's most powerful use case might be coaching—not prospectingThe real reason RevOps should be at the table (not in the backroom)What reps need to learn now before AI makes them irrelevantThey also explore the future of the SDR role, the strategic rise of RevOps, and why data quality is still the biggest thing holding teams back. If you're trying to separate AI hype from real-world impact, this episode is your guide.Whether you're in sales, RevOps, or leadership, don't miss this insight-packed episode—and make sure to check out G2's full report for even more data-driven takeaways.Are you interested in leveling up your sales skills and staying relevant in today's AI-driven landscape? Visit www.jbarrows.com and let's Make It Happen together!Connect with John on LinkedIn: https://www.linkedin.com/in/johnbarrows/Connect with John on IG: https://www.instagram.com/johnmbarrows/Check out John's Membership: https://go.jbarrows.com/pages/individual-membership?ref=3edab1 Join John's Newsletter: https://www.jbarrows.com/newsletterConnect with Blue Bowen on LinkedIn: https://www.linkedin.com/in/eugene-blue-bowen-42958713b/Check out the G2 Report Here: https://company.g2.com/news/ais-net-impact-on-sales Check out the G2 Website: https://www.g2.com/
Databox is an easy-to-use Analytics Platform for growing businesses. We make it easy to centralize and view your entire company's marketing, sales, revenue, and product data in one place, so you always know how you're performing. Learn More About DataboxSubscribe to our newsletter for episode summaries, benchmark data, and moreIs LinkedIn really just a vanity channel? Brendan Hufford doesn't think so. In this episode of Move the Needle, Brendan – founder of Growth Sprints and SaaS growth advisor – shares how he uncovered a direct correlation between LinkedIn impressions and revenue.He breaks down how he ran the experiment, what tools he used, and why more GTM leaders should stop obsessing over perfect attribution and start looking for meaningful correlations across channels.What you'll learn in this episode:Why LinkedIn impressions can predict pipeline and revenueHow to think about correlation vs. causation in marketing metricsThe overlooked “marketing cycle” that outpaces your sales cycleWhy some traffic really is vanity — and how to know the differenceThe concept of “Content IP” and why it's powerful than pitching solutions
Most companies are flying blind at the most important stage in revenue creation. Decisions get made on gut feel, data lives in silos, and leaders can't answer the simplest question: what's really working, and what's not?On this episode of GTM Live, Carolyn and Trevor are joined by their new co-host Amber Williams, Head of Revenue Operations at Passetto, to unpack why GTM leaders need to treat revenue like a science – bringing structure, data, and predictability to the go-to-market engine.The hosts dive into why leaders often make decisions based on instinct instead of data, how poor data architecture creates hidden risks for growth, and why building visibility into every stage of the funnel is critical for confident decision-making.The team also tackles the cross-functional blame game—why marketing and sales point fingers over handoffs and lead quality when the real problem is a lack of shared visibility. Without a unified view of the pipeline, every GTM function is forced to defend itself in silos instead of solving the bigger issue together.Key moments in this episode:[03:15] Why “more tech” in 2025 doesn't mean more clarity[08:42] The pipeline black box and what RevOps needs to uncover[16:30] Why gut-driven GTM decisions break down at scale[22:05] The hidden cost of poor data architecture on growth and trust[31:47] How systematic revenue visibility transforms executive decision-makingThis episode is powered by Passetto, a GTM advisory and software company with a solution that eliminates the Pipeline Black Box™, the critical data hidden inside every GTM engine where leaders are flying blind when it matters most.
Sales and marketing alignment remains elusive despite decades of effort. Kelly Hopping, CMO of Demandbase, shares proven strategies for bridging the costly departmental divide. She outlines three critical alignment tactics: establishing shared pipeline metrics as the universal success measure, restructuring RevOps to report independently from both departments to eliminate territorial data disputes, and implementing AI-powered SDR tools like Reggie for automated follow-up and Nooks for increased outbound volume.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
