Podcasts about rfp

Send us Fan MailIn this special crossover episode, Edtech Insiders host Ben Kornell joins Allison Salisbury, author of The Humanist, for a wide-ranging conversation about AI, education, workforce development, and the future of learning. Together, they explore how AI could reshape assessment, personalized learning, school design, and the skills students will need to thrive in a rapidly changing world.

Capture management is the govcon skill most small businesses ignore, and it's exactly why they keep losing to companies that start working the opportunity before the RFP ever drops. In this episode, Ryan Atencio pulls back the curtain on his live source-sought response process, showing exactly how he shapes solicitations to scope toward his company, knock out low-price competitors, and signal to the government that his firm is the obvious choice before evaluation even begins. What you'll learn in this episode: How to use a source-sought response to nudge an acquisition toward a contract vehicle like Seaport that limits your competition pool before the solicitation is even released Why pushing the government from LPTA to best value trade-off is one of the most powerful competitive moves a prime contractor can make, and how to justify it in writing How to suggest minimum past performance requirements, including contract numbers and work descriptions, that disqualify unqualified competitors right inside the solicitation language Why Ryan prices every proposal as if it's LPTA even when it isn't, and how that discipline protects your margins without costing you the win How to align your source-sought response language directly to the statement of work so that when the solicitation drops, the agency already sees your company reflected in it EPISODE CHAPTERS: 0:00 - Mindy AI intro and what it does for small businesses 0:30 - Welcome to the Federal Help Center Podcast 0:48 - Ryan Atencio breaks down his capture management approach 1:29 - Live walkthrough of a real source-sought response 2:26 - How to write an executive summary that mirrors the SOW 2:38 - Why Seaport narrows competition and how to nudge toward it 4:16 - Making recommendations inside your source-sought response 4:44 - Why Ryan always pushes from LPTA to best value trade-off 6:16 - How evaluation factors and pricing strategy work together 9:03 - Requiring contract numbers to eliminate unqualified bidders 10:04 - How to know if your source-sought nudge worked when the RFP drops 10:36 - Federal Help Center community close and call to action Mindy gives you the federal opportunities, agency signals, recompete intel, and pursuit briefs that tell you not just what contracts exist, but which ones to chase and how to win them. Sign up for free Daily Alerts and get opportunities delivered to your inbox before the day starts.

RFP - 'Woman Hating' by Andrea Dworkin, discussed by Elizabeth Miller. A live webinar on 14th June 2026 at 10am UK time.On Sundays (10am UK time), our webinar series Radical Feminist Perspectives offers a chance to hear leading feminists discuss radical feminist theory and politics.Attendance of our live webinars is women-only, register at https://bit.ly/registerRFP

Send us Fan MailJoin hosts Alex Sarlin and guest co-host Matt Tower of Whiteboard Advisors as they explore the latest developments in AI, workforce learning, edtech innovation, and literacy instruction.✨ Episode Highlights:[00:03:24] OpenAI, Anthropic, and xAI prepare for potential IPOs[00:07:45] Anthropic surpasses OpenAI in valuation as enterprise AI adoption grows[00:08:59] Byju Raveendran's legal challenges raise questions about edtech governance[00:11:23] Handshake's growth contrasts with Chegg's struggles in the AI era[00:14:03] Coursera, Udemy, and the future of AI-driven workforce upskilling[00:19:10] The debate over AI's impact on jobs, careers, and the labor market[00:25:41] AI enables the rise of highly scalable one-person companies[00:27:32] The emergence of “purple collar” jobs in the AI economy[00:31:45] Why AI upskilling may be the biggest opportunity in education[00:33:34] OpenAI expands higher education partnerships across major university systems[00:38:33] Embedded learning and AI-powered skill development inside workplace tools[00:40:48] Balancing educational technology benefits with screen-time concernsPlus, special guests:[00:42:12] Vikas Pota, Founder of T4 Education, on the Global EdTech Prize, educator-led innovation, and the opportunities and risks of AI in education[00:57:30] Keri Dixon, CEO of Wilson Language Training, on the science of reading, structured literacy implementation, and AI as a tool to support effective teaching

Writing an RFP can feel overwhelming, especially when you're tasked with creating one for the first time. In this episode of Confessions of a Higher Ed CMO, Jaime Hunt sits down with Louis Miller to demystify the RFP process and share practical advice for higher education marketers navigating agency partnerships, procurement requirements, and major marketing investments. Drawing on years of experience from both the campus and agency sides, they explore what separates effective RFPs from frustrating ones, how institutions can attract stronger vendor responses, and why clarity around goals, timelines, and budgets leads to better outcomes. Whether you're preparing for a website redesign, brand refresh, media campaign, or another strategic initiative, this conversation offers actionable guidance for creating RFPs that drive real results. Guest Name: Louis Miller, Executive Partner, Electric Kite Guest Social: https://www.linkedin.com/in/louismiller/ Guest Bio: Louis Miller is an Executive Partner at Electric Kite, a full-service creative marketing agency specializing in helping higher ed partners tell their stories in engaging ways. He is also General Manager of Volt, where higher ed marketers go to sharpen their skills to be the force that pushes their institutions forward. . He has worked with partners from the Ivy League to K12 and everything in between. Prior to his current roles, Louis held marketing and digital strategy roles at Comcast and Audible.com. - - - -Connect With Our Host:Jaime Hunthttps://www.linkedin.com/in/jaimehunt/https://twitter.com/JaimeHuntIMCAbout The Enrollify Podcast Network:Confessions of a Higher Ed CMO is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too! Enrollify is made possible by Element451 — The AI Workforce Platform for Higher Ed. Learn more at element451.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us Fan MailIn this episode of the WTR Small-Cap Spotlight podcast, Gautam Garg, Vice President of Finance of eGain Corporation (NASDAQ: EGAN), joins host Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research, and WTR Analyst James Kisner.eGain is a leader in AI-powered knowledge management, helping Global 2000 enterprises unify siloed content into an AI Knowledge Hub that delivers accurate, compliant answers across customer service and adjacent functions.Garg explains why trusted knowledge has emerged as core AI infrastructure and why enterprise AI initiatives frequently underperform when built on stale or inconsistent data. He walks through recent product launches including the AI Knowledge Suite for Retail Banking, the IVA voice agent, Evaluator, Agentic Studio, and the developer-focused Composer platform, which supports integrations with Copilot, Claude, Gemini, and Cursor via MCP connectors.The conversation also covers a surge in RFP activity, a fast-growing partner ecosystem, expansion into HR and field service verticals, and eGain's profitable, debt-free financial profile heading into fiscal year 2027.

#senado #pnp #tierraspúblicas El Senado investiga cómo se dieron y con qué cabilderos, los decretos a desarrollo de lujo en Distrito de Convenciones. ¿Llegarán hasta cómo se vendieron parcelas en administración Pierluisi a un ex jefe de agencia de Luis Fortuño, sin subasta ni RFP? O ¿sólo lo que implica a que son clientes de Politank? Te traemos la historia con evidencia y documentos. ¡Conéctate, comenta y comparte! #periodismoindependiente #periodismodigital #periodismoinvestigativo Síguenos en nuestras redes sociales: tiktok.com: https://x.com/Bonita_Radio Facebook: / bonitaradio Instagram: / bonitaradio X: https://x.com/Bonita_Radio

#senado #pnp #tierraspúblicas El Senado investiga cómo se dieron y con qué cabilderos, los decretos a desarrollo de lujo en Distrito de Convenciones. ¿Llegarán hasta cómo se vendieron parcelas en administración Pierluisi a un ex jefe de agencia de Luis Fortuño, sin subasta ni RFP? O ¿sólo lo que implica a que son clientes de Politank? Te traemos la historia con evidencia y documentos. ¡Conéctate, comenta y comparte! #periodismoindependiente #periodismodigital #periodismoinvestigativo Síguenos en nuestras redes sociales: tiktok.com: https://x.com/Bonita_Radio Facebook: / bonitaradio Instagram: / bonitaradio X: https://x.com/Bonita_Radio

The Sacramento County Planning Commission meeting on June 8, 2026, focused on approving development projects in the Vineyard community, a new disguised wireless facility in Rio Linda, and a comprehensive, decade-in-the-making update to the county's zoning code.   Development and Land Use Approvals The Commission quickly approved two non-contested items in the Vineyard community: Morabi Singh Subdivision: A vesting map and rezone for a property at 9494 Florin Road. The project included minor condition revisions related to public utility easements with SMUD. The Chair noted the project's proximity to a future school site at Dawn and Brendan Natoli Park. Carly Mine Amendment: A use permit and reclamation plan amendment to allow mining on an additional 11 acres at 6875 Eagle's Nest Road. Both Vineyard items passed unanimously without public comment. AT&T Wireless Communication Facility The Commission approved a conditional use permit for a new wireless facility at 8040 16th Street in the Rio Linda/Elverta community. Design and Aesthetics: To address community concerns about aesthetics, the 55-foot cell tower is disguised as a water tank made of reinforced fiber plastic (RFP) to allow signal transparency. Coverage and Capacity: The tower fills a significant coverage gap and includes "FirstNet" capabilities for first responders. While the current design accommodates two carriers, staff noted that by right, the applicant could increase the height by up to 20 feet in the future to allow for more collocation. Public Feedback: While the local Planning Advisory Committee (CPAC) supported the project, some residents expressed concerns about the tower's proximity to their homes and its visual impact. 2023 Zoning Code Update A significant portion of the meeting was dedicated to recommending a massive update to Chapters 1-7 of the Sacramento County Zoning Code. This update, the most substantial since 2015, includes 134 amendments based on a decade of stakeholder feedback.   Key Changes Include: Residential Improvements: Increasing the allowed height for accessory structures (like boat or RV storage) to 24 feet and modernizing "home occupation" rules to account for contemporary "side hustles." Business Streamlining: Reducing barriers for small tutoring/testing centers, permitting arcades by right, and renaming tattoo shops to "body art facilities" with lower hearing body requirements. Temporary Uses: Expanding allowances for food trucks on private property and allowing large shopping centers (15+ acres) to host temporary events for up to 30 days per year. Agricultural Support: Allowing commercial vehicle storage on agricultural sites of at least 20 acres to support farm operations. State Mandates: Implementing "express processing" for state and federal mandates (such as housing and ADU laws) to bypass lengthy CPAC reviews while still providing advanced public notice. Commissioners emphasized the need for balanced enforcement, particularly regarding mobile food vendors and home-based "microenterprise" kitchens, to ensure they do not unfairly disadvantage traditional brick-and-mortar restaurants.   Director's Report and Future Items Planning Director Todd Smith highlighted several upcoming high-profile items: Crowing Fowl Ordinance: Moving to the Board of Supervisors following collaborative meetings with the Hmong community. Upper Westside Specific Plan: Scheduled for a major Board hearing on June 16, 2026. Upcoming Appeals: Future agendas will include appeals regarding a temporary use permit denial and the Ezaron parcel map. The meeting adjourned at 6:32 p.m.

Send us Fan MailLisa Gevelber is the founder and leader of Grow with Google, Google's economic opportunity initiative focused on helping people build skills, careers, and businesses. Through Google Career Certificates and AI training programs, she has helped millions of learners develop workforce-ready skills and navigate an increasingly AI-driven economy.

In this episode of Better Business, Better Life, Debra Chantry-Taylor explores how EOS and AI can give your team 10 hours back every week with AI strategist, author, and CEO of Bizukka, John Munsell.As AI continues to reshape the way organisations operate, many businesses are rushing to implement new tools without the governance, training, or strategy needed to use them effectively. John explains why this approach creates significant risks and often prevents companies from achieving the productivity gains they expect.Drawing on his experience as CEO of Bizukka and creator of the AI Strategy Canvas, John introduces the concept of the 10 Levels of AI Mastery, a framework designed to help organisations build AI capability in a structured and responsible way. Rather than jumping straight into advanced automation, he argues that businesses must first develop collective expertise, clear processes, and strong AI governance.Throughout the conversation, John shares practical examples of how AI can dramatically improve efficiency when implemented correctly. One standout case study reveals how a CEO used AI to streamline complex RFP responses, reducing a three-week process to just three days and saving more than $70,000 in the process.Debra and John also discuss the growing security concerns surrounding AI, including phishing attacks, autonomous agents, and the risks of employees using AI tools without proper oversight. John warns that poor AI adoption is not simply a technology problem. It is a leadership problem that requires education, accountability, and clear policies across the organisation.The discussion covers how businesses can integrate AI into every department, the importance of upskilling employees, and why organisations that invest in training can unlock 10 to 12 hours of productive time per employee every week.John also shares insights into advanced AI tools, practical implementation strategies, and the importance of balancing innovation with governance. He introduces his AI Impact Analysis tool and explains how businesses can assess their readiness for AI before making significant investments.This episode is essential listening for business owners and leadership teams who want to harness the power of AI while avoiding the costly consequences of poor AI adoption, ensuring technology becomes a competitive advantage rather than a business risk.CONNECT WITH DEBRA:   ___________________________________________        ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner►Connect with Debra: debra@businessaction.com.au ►See how she can help you: https://businessaction.co.nz/►Claim Your Free E-Book: https://www.businessaction.co.nz/free-e-book/___________________________________________      GUEST'S DETAILS: ► John Munsell – LinkedIn: https://www.linkedin.com/in/jwmunsell/► Website: Bizzuka: www.bizzuka.comEpisode 275 Chapters:  00:00 – Introduction00:40 – Impact of AI on Businesses04:23 – Levels of AI Mastery12:54 – AI in Business Operations17:50 – Common Mistakes in AI Implementation26:11 – AI Governance and Security34:41 – Tools and Resources for AI Implementation35:00 – Practical Tips for AI Adoption35:16 – Community and Support for AI Implementation37:17 – Final Thoughts and Next Steps

Send us Fan MailJoin hosts Alex Sarlin and Ben Kornell as they discuss the growing backlash against AI and screen time in schools, the launch of a federal education tax credit, promising new evidence for AI-powered remediation, workforce disruption from AI, and the future of higher education with Noah Pickus of Duke University.✨ Episode Highlights:[00:03:40] AFT shifts its position on AI and screen time in schools[00:07:25] i-Ready faces growing parent backlash despite strong adoption and efficacy data[00:13:36] New federal Education Freedom Tax Credit could accelerate school choice and supplemental learning[00:17:46] Education savings accounts create new opportunities for edtech business models[00:20:09] New research highlights AI's potential to help students catch up academically[00:23:16] Guided practice emerges as a promising framework for AI-powered learning[00:24:56] Survey finds 99% of executives expect AI-driven workforce reductions within two years[00:31:29] Anthropic's rapid growth reshapes the competitive landscape for generative AIPlus, special guests:[00:35:39] Noah Pickus, Head of Global Strategy and Partnerships and Senior Advisor to the Provost at Duke University, on the Future Universities Alliance and reimagining higher education globally

Charles Hoskinson recently addressed the challenges facing Cardano in a candid video, highlighting the limits of his influence and the realities of on-chain governance. In this episode we explore what the shift to community-driven decision making really means for the ecosystem, the treasury funding debates, and why several projects are struggling in the current market.We break down the governance era, the role of D-Reps, Project Catalyst learnings, and the practical difficulties of reviewing dozens of technical proposals. The discussion covers why executive function is needed, how allocated budgets and RFPs could improve the process, and what it will take to steer Cardano through the current bear market while retaining talent and research capacity.0:00 Intro1:45 Charles Has No Control4:20 The Governance Era Shift8:10 Treasury and Funding Reality12:30 Why Projects Are Failing16:45 D-Reps and Voting Challenges21:10 Lessons From Project Catalyst25:40 Improving the Process29:15 Where to From Here33:50 Wrap UpKey Takeaways:- Charles Hoskinson has no direct control over Cardano governance, treasury, or protocol changes after the Genesis keys were burnt.- On-chain governance has moved decision-making power to the community through proposals and voting.- Multiple projects including TapTools and JPEG Store are facing closure due to difficult market conditions and lack of sustainable funding.- The Cardano treasury once held significant value but has declined with market conditions; spending decisions are now fully community-driven.- D-Reps (Delegate Representatives) help voters delegate their voting power when they lack time or expertise to review proposals.- High volume of governance proposals (around 99 recently) makes informed voting difficult for many participants.- Project Catalyst provided valuable early learnings on on-chain governance before the current system launched.- Suggestions for improvement include allocated budgets per vertical, RFP-style bidding, and clearer strategic direction.Links & References:- TapTools - YouTube: https://link.learncardano.io/7iia6DWebsite: https://link.learncardano.io/bQ68RcX/Twitter: https://link.learncardano.io/3a1QtvDisclaimer: This content is for educational purposes only. Nothing constitutes financial advice.DISCLAIMER: This content is for informational and educational purposes only and is not financial, investment, or legal advice. I am not affiliated with, nor compensated by, the project discussed—no tokens, payments, or incentives received. I do not hold a stake in the project, including private or future allocations. All views are my own, based on public information. Always do your own research and consult a licensed advisor before investing. Crypto investments carry high risk, and past performance is no guarantee of future results. I am not responsible for any decisions you make based on this content.

If your firm is still waiting for the RFP to show up before getting serious about winning the work, you are already behind. Katie Cash chats with Noel Brady, Co-Founder and COO of ProjectMark, the CRM built specifically for the architecture, engineering, and construction industry. They talk about what it actually takes to build a firm that grows with intention. Noel challenges the deeply ingrained belief that winning work is about personal relationships alone and makes the case that sustainable growth requires systematizing those relationships so they become a firm-wide asset rather than a liability that leaves when a key person leaves. From pipeline conversion ratios to the go/no-go decisions firms get wrong, this episode is an honest guide to replacing gut instinct with clean, actionable data. Noel and Katie also dig into the cultural and behavioral shifts that distinguish firms that merely talk about being data-driven from those that actually do it. If your firm is ready to stop reacting and start leading, this episode is the place to start.•        AEC business development•        CRM for AEC firms•        architecture engineering construction marketing•        AEC firm growth strategy•        go/no-go decisions AEC•        pipeline conversion ratio•        data-driven AEC•        seller doer AEC•        project pursuit strategy•        RFP strategy architecture firmsConnect with Noel Brady, Co-Founder & COO, ProjectMarkLinkedIn: https://www.linkedin.com/in/noel-brady-mscsi-mrics-aaaa4547/ProjectMark: https://www.projectmark.com/Connect with Katie:  https://www.linkedin.com/in/kacash/https://smartegies.com/ Rate, Review, & Follow on Apple Podcasts:We hope you're finding value in our AEC Marketing For Principals.  Your feedback is important to us and we'd love to hear from you. Here's how you can help.  Scroll to the bottom, rate our podcast with five stars, and select “Write a Review.”  Let us know what you found most helpful from this episode!  And if you haven't done so already, give the podcast a follow, and you'll be notified when new episodes come out.

Finding the government contracting decision maker before an RFP is posted is the difference between a reactive bid and a winning pursuit. In this episode, Randie Ward walks you through the exact research process she uses to identify program managers, contracting officers, and end users at target agencies long before a solicitation ever hits SAM.gov. If you've been waiting for the RFP to drop before you start your outreach, this episode will change how you run your pipeline. How to use Acquisition Gateway to pull names from upcoming opportunities and identify the first person of interest at a target agency or office Why the small business liaison is your first line of defense and exactly how to frame your outreach when they don't respond The SAM.gov search technique that reveals whether a contracting officer regularly awards in your NAICS code, so you know which relationships are worth building How to cross-reference names from SAM.gov against LinkedIn to map the decision-making team at a specific office before any questions are allowed on an RFP Why govcon consultants log contracting officers by contract type across clients, and how that intelligence compounds into a repeatable business development system EPISODE CHAPTERS: 0:00 - Mindy AI intro and govcongiants.com ad spot 0:30 - Welcome to the Federal Help Center podcast with Eric Coffie 0:57 - Why pre-RFP relationship building wins more contracts 1:59 - How to find decision makers at your target agencies and offices 2:36 - Using Acquisition Gateway to identify names on upcoming opportunities 3:15 - Identifying SDVOSB set-aside contacts at the National Cemetery Administration 3:51 - Why the small business liaison is your first outreach point 4:36 - How to frame outreach when the small business person does not respond 5:05 - Searching LinkedIn to locate program managers and administration specialists 6:28 - Using SAM.gov to find contracting officers by NAICS code 7:03 - How to confirm a contracting officer's contract history and NAICS patterns 7:43 - Why consultants log decision makers across clients for long-term BD leverage 8:05 - Closing and join the Federal Help Center community Mindy gives you the federal opportunities, agency signals, recompete intel, and pursuit briefs that tell you not just what contracts exist, but which ones to chase and how to win them. Sign up for free Daily Alerts and get opportunities delivered to your inbox before the day starts.

Megan Buchbinder, Director of Marketing at Wilmington and Beaches CVB, joins Adam to challenge how DMOs measure value, why Google Ads may be doing more harm than good, and how she redesigned her agency RFP process from scratch — and actually made it fun. Subscribe to our ⁠⁠⁠⁠newsletter⁠⁠⁠⁠! The ⁠⁠⁠⁠Destination Marketing Podcast⁠⁠⁠⁠ is a part of the ⁠⁠⁠⁠Destination Marketing Podcast Network⁠⁠⁠⁠. It is hosted by Adam Stoker and produced by Brand Revolt. If you are interested in any of Brand Revolt's services, please email ⁠⁠⁠⁠adam@thebrandrevolt.com⁠⁠⁠⁠ or visit ⁠⁠⁠⁠www.thebrandrevolt.com⁠⁠⁠⁠. To learn more about the Destination Marketing Podcast network and to listen to our other shows, please visit ⁠⁠⁠⁠www.thedmpn.com⁠⁠⁠⁠. If you are interested in joining the network, please email ⁠⁠⁠⁠adam@thebrandrevolt.com⁠⁠⁠⁠.

Michael R. Caplan is the Chief Operating Officer of Lowenstein Sandler, where he oversees the firm's business, financial, and administrative operations. Before joining Lowenstein, Mike served as COO at an Am Law 50 firm for nearly a decade and spent years leading legal operations at Goldman Sachs and Marsh McLennan, giving him a client-side perspective most law firm COOs simply don't have. With more than 25 years of experience across accounting, financial services, and consulting, he has worked with more than 30 general counsels on data analytics, technology implementation, and law firm relationship management. His leadership has earned him recognition as one of the Financial Times North America's top five Legal Intrapreneurs, Legal Innovator of the Year from The Changing Lawyer Awards, and a spot on NJBIZ's Law Power List for two consecutive years. WHAT'S COVERED IN THIS EPISODE ABOUT HOW A CLIENT-FACING COO IS CHANGING THE BUSINESS OF LAW Law firm COOs typically manage operations and execute on what firm leadership puts forward. They respond to partners, oversee administration, and stay behind the scenes while lawyers own every client relationship. Even when clients have their own operational counterparts who would benefit from connecting with their law firm's business professionals, those introductions rarely happen. Michael Caplan has spent the last decade building a different model. At Lowenstein Sandler, he and his Business Enterprise Solutions Team work alongside lawyers in pitches, RFP negotiations, and client meetings, bringing expertise in pricing, technology, project management, and data analytics directly into the relationship. The approach requires internal trust, a firm culture that supports it, and the right people on both sides of the conversation. But when it works, clients get a partner that understands both the practice of law and the business of law, and the firm differentiates itself in ways that go beyond the legal work. In this episode of The Lawyer's Edge, Elise Holtzman talks with Michael Caplan of Lowenstein Sandler about what it looks like when business professionals are embedded in client development, how to build internal trust so lawyers bring operations leaders into client relationships, the financial discipline that separates good revenue from bad revenue, and where private equity and AI may reshape law firm operations in the years ahead. 2:43- How Mike's client-side experience at Goldman Sachs and Marsh McLennan shaped his approach 5:53 - Building the Business Enterprise Solutions Team (BEST) at Lowenstein 7:18 - Getting lawyers on board and building internal trust 8:55 - Showing wins to bring more lawyers into the model 9:27 - The financial side of the COO role and negotiating pricing with clients 12:49 - Where emerging partners need the most help on collections and client management 15:14 - What smaller and midsize firms should think about when building an operations team 20:02 - Non-lawyer ownership, private equity, and the MSO model in law firms 22:26 - AI, legal technology, and why firms that invest in business resources will be more profitable 27:22 - Why most COOs wouldn't do this podcast and what holds firms back 33:31 - What clients actually get from a firm that embeds operations into relationships 36:19 - Getting the right people in front of the right clients Mentioned in How a Client-Facing COO is Changing the Business of Law Lowenstein Sandler | LinkedIn Michael Caplan on LinkedIn Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE This episode is brought to you by the coaching team at The Lawyer's Edge, a training and coaching firm that has been focused exclusively on lawyers and law firms since 2008. Each member of the team is a trained, certified, and experienced professional coach—and either a former practicing attorney or a former law firm marketing and business development professional. Whatever your professional objectives, our coaches can help you achieve your goals more quickly, more easily, and with significantly less stress. To get connected with your coach, fill out our contact form.

Government contracts can pay 2.5x more than residential jobs, yet many service businesses overlook them entirely. In this episode of Masters of Home Service, host Adam Sylvester sits down with Anatoly Nazarov, owner of N&P Cleaners, to unpack how small businesses can break into government contracting and start winning profitable bids. From finding bids to understanding RFPs, Anatoly shares what contractors need to know before getting started. Show Notes: [00:26] Where can small businesses find government contracts? [01:07] RFQs and mandatory bid meetings  [01:50] Inside a 100-page government RFP packet [03:38] How does government contract bidding work? [04:32] How long does it take to win a government contract? [05:07] Government contracts vs commercial jobs [06:27] How long do government contracts last? [07:47] The cash flow delay behind government contracts [08:40] How Anatoly and his wife built a woman-owned cleaning business [10:08] Can government contracts become passive income? [11:59] Common mistakes new government contractors make [12:43] How government contractors cover payroll  New to Jobber? Masters of Home Service listeners can claim an exclusive discount for Jobber at https://bit.ly/4olKiNR

In a time of market volatility, inflation concerns, and growing financial pressure across higher education, how can colleges and universities ensure their endowments remain both resilient and mission-aligned? In this episode, AGB's David Bass speaks with Kyle Adams of Cerity Partners about the evolving role of the outsourced chief investment officer (OCIO) model and what boards and investment committees should expect from their investment partners today. Together, they discuss how institutions of all sizes can strengthen decision-making, navigate uncertainty, and position their endowments to support long-term priorities. Opinions expressed in AGB podcasts are those of the speakers and not necessarily those of the organizations that employ them or of AGB. Disclosures Please read important disclosures here. Cerity Partners OCIO LLC ("Cerity Partners OCIO" or "CP OCIO") is a wholly-owned subsidiary of Cerity Partners LLC (together with its affiliates, "Cerity Partners"). Views expressed are as of the date recorded unless otherwise indicated. Client data is as of February 28, 2026. The NACUBO-Commonfund Study of Endowments, which is available for purchase, provides an annual analysis of endowment investment returns, asset allocations, and governance policies and practices at hundreds of U.S. higher education institutions and affiliated foundations. Cerity Partners OCIO is a corporate partner member of NACUBO and sponsors certain NACUBO events. Certain CP OCIO clients may have participated in the study. NACUBO data is as of June 30, 2025. Cerulli Associates provides market intelligence and strategic business for the financial industry.  The Cerulli US Outsourced Chief Investment Officer Function 2025 Report, which is available for purchase, explores the evolving OCIO landscape, including market sizing, forces of growth, demand and needs across client segments, use of OCIO search consultants, and the various challenges facing providers. "CapEx" refers to Capital Expenditures. "Fed" refers to the Federal Reserve. "RFP" refers to Request for Proposal.

Carolyn Woodard covers a landmark moment in the global conversation about AI governance: the release of Pope Leo XIV's encyclical Magnifica Humanitas, and what it means for nonprofits and philanthropy navigating an AI landscape increasingly shaped by concentrated power.The encyclical, released May 25, 2026 and addressed to people of every faith and none, draws a deliberate parallel to the 1891 Rerum Novarum, which addressed the rights of workers during the Industrial Revolution. It argues that technology built and governed by a small elite cannot serve the common good, and calls for AI to be "disarmed" from the logic of competition and monopoly. Nonprofit tech thought leaders responded quickly, with voices like Cassie Gruenstein of AI x Impact, TechSoup CEO Marnie Webb, and former TAG Executive Director Chantal Forster each bringing distinct lenses: worker dignity and organizational culture, the economics of AI pricing and shared sector solutions, and the case for philanthropy to invest not just in AI adoption but in the civic institutions that shape it.This episode also covers a cross-faith coalition context and closes with an action item: Longview Philanthropy has an open RFP funding work on AI power concentration, with a July 2 deadline.Why the encyclical's arguments on power concentration, worker dignity, and environmental impact speak directly to nonprofit values, regardless of religious affiliation.What three nonprofit tech thought leaders are drawing from the document for their own practice and recommendations.The cross-faith convergence building around shared demands for accountability, transparency, and human dignity in AI development.A concrete funding opportunity for organizations working on AI governance and power concentration.Resources Mentioned:Magnifica Humanitas, full text – The VaticanPope Calls for Robust Regulation of AI – PBS NewsHourCassie Gruenstein on Magnifica Humanitas – LinkedInMarnie Webb on Magnifica Humanitas – LinkedInChantal Forster: 10 Favorite Passages – LinkedInHow Magnifica Humanitas Offers a Template for the AI Moment – MIT Technology ReviewAI Must Remain Under Human Control – Christian Daily InternationalFaith-AI Covenant – Interfaith Alliance for Safer CommunitiesAI Power Concentration RFP – Longview PhilanthropyNew every Tuesday. _______________________________Start a conversation :)Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/email Carolyn at cwoodard@communityit.comon LinkedIn on reddit/r/nonprofitITmanagementon the Community IT websiteThanks for listening. 

Artificial intelligence is rapidly changing the world of sales, from automating CRM updates and RFP responses to generating outreach emails and analyzing negotiations. But as AI becomes more autonomous, a bigger question has emerged: what parts of sales should still stay human? In this episode of Today in Tech, Keith Shaw speaks with Ray Meiring, CEO of QorusDocs, about the future of AI in enterprise sales, the rise of agentic AI workflows, and why trust, empathy, and human relationships still matter in high-stakes business deals. The discussion explores how AI is transforming RFPs, automating administrative work, accelerating prospecting, and even preparing sales teams for negotiations. But it also looks at the growing risks of over-trusting AI, the creepiness factor of hyper-personalized selling, and why complex enterprise deals may still depend on handshakes, conversations, and human judgment. Topics include: • Agentic AI and autonomous sales workflows • How AI is changing enterprise RFP processes • Why AI works best for transactional tasks • The future of buyer-to-seller AI interactions • Trust, empathy, and emotional intelligence in sales • The risks of AI-generated communication • Why trade shows and in-person relationships may matter even more Subscribe for more conversations on AI, enterprise technology, cybersecurity, and the future of work.

Freight costs are rising - but most shippers aren't capturing the savings hiding in their own data. In this episode of Supply Chain Now, Scott Luton and Kimberly Reuter talk with Shannon Vaillancourt, President of RateLinx, about how companies can uncover 5–15% in transportation savings in weeks, not months, without running a full RFP. They discuss common overspending traps, the power of clean, unified data, optimizing carrier mix, and making smarter, data-driven decisions to reduce costs while improving operational efficiency.The episode unpacks key strategies for optimizing transportation spend without launching a full RFP, including identifying hidden costs across carriers, modes, and accessories, optimizing carrier mix with clean, unified data, and realizing anywhere from 5 to 15% in transportation savings in weeks rather than months. Listeners also get insights on managing LTL versus parcel shipments, evaluating carrier performance beyond on-time delivery, and understanding how poor master data can quietly inflate costs across networks.Together, they explore why real-time, integrated freight data is critical for decision-making, how companies can quickly act on actionable insights, and why relying solely on contracts or historical assumptions can leave money on the table. They share real-world examples where minor operational adjustments yielded millions in savings, emphasizing the importance of consistent monitoring and supply chain visibility in an ever-changing freight landscape.Jump into the conversation:(00:00) Intro(02:33) Welcoming Shannon Vaillancourt, CEO of RateLinx(03:12) Chicago Bears draft talk (quick icebreaker)(04:37) Why shippers overspend: hidden & unmonitored charges(05:54) Where technology falls short: data integration & visibility(07:28) Identifying red flags: underperforming carriers & dirty data(08:40) How RateLinx uncovers savings without a sourcing event(18:12) What RateLinx reveals first: data quality & routing context(20:20) Using the right carrier for the right product(22:15) Real-world example: the toilet company & a $200K routing fix(24:32) Parcel vs. LTL: how to know when to shift modes(38:10) Flash poll results: biggest freight cost headaches(53:00) Key takeaways & free savings snapshot from RateLinxAdditional Links & Resources:Connect with Shannon Vaillancourt: https://www.linkedin.com/in/shannon-vaillancourt/Connect with Kimberly Reuter: https://www.linkedin.com/in/kimberly-reuter-csg/Learn more about RateLinx: https://www.ratelinx.com/Learn more about our hosts: https://supplychainnow.com/aboutLearn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/joinWork with us! Download Supply Chain Now's NEW Media Kit: https://supplychainnow.com/media-kit/WEBINAR- From AI Pilots to Performance: How Supply Chain Leaders Are Scaling Agentic AI: https://bit.ly/49hCqIqWEBINAR- Amazon Supply Chain 101: Enabling efficiency and growth for businesses everywhere–and everywhere they sell: https://bit.ly/49r8N7DWEBINAR- The Expanding Role of Supply Chain Optimization Teams in Driving Business Impact: https://bit.ly/3PHRAAfThis episode was hosted by Scott Luton and Kim Reuter, and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/how-reduce-freight-spend-without-full-rfp-1590

Show Notes: Mehdi Frikha, founder at  mzx.ai, explains that mzx.ai builds a crew of agents for all knowledge workers, including colleagues in the Umbrex network.  Generating Brand Proposals from RFPs He introduces the first agent, Hector, which generates brand proposals from RFPs or client pitches, from as little as half a page of information. He explains that you input your output language, preferences about proposal approach, the target, the tone etc. Users can include their own PowerPoint template,  and the agent will provide a proposal that is 100% branded and 100% compliant with context, objectives, and the firm's approach. Integrating Firm Knowledge Mehdi mentions that the product is more targeted towards the European and Middle Eastern markets, where long proposals are common. He confirms that the agent can integrate the firm's knowledge, CVs, credentials, and any proprietary databases to generate a full proposal. The final product is fully branded and can be up to 40-50 pages, including all necessary elements to win the RFP or project.  Demonstrating the PowerPoint Output Mehdi demonstrates the 41-slide PowerPoint output, which is a technical proposal for an economic development strategy for AIDO(Abu Dhabi Investment Office) and offers to make the  41-slide PowerPoint output available for viewers. He explains how users simply send the request to the agent. The agent delivers a comprehensive 41 slide presentation based on the information sent.  Mehdi demonstrates how the agent presents the context and objectives of the project including the importance of AI in translating Abu Dhabi's national ambitions into localized investment. The proposal includes global benchmarks, structural drivers, competitive windows, and institutional timing. The proposal also addresses economic and market risks, environmental spatial constraints, and demographic and talent challenges. Structuring the Proposal Mehdi explains that the overall approach to the project is laid out in phases, which can be customized based on the RFP or the firm's preferences. The agent can provide guidance on the structure of the approach, including the number of phases and steps. The detailed version of the approach in this demonstration is 11 pages and can be used as a more detailed project plan. Agent Attention to Detail  Mehdi highlights the attention to detail, including real bullets, semantic selection of icons that reflect the content of the page, and consultant-compliant quality. Mehdi mentions that the agent can be trained to include details such as a placeholder slide for pricing or investment, and any necessary disclaimers in the proposal  in the future. Mehdi introduces the next agent, which translates PowerPoint presentations automatically, including complex slides with timelines and Gantt charts. He demonstrates the translation feature, which translates slides and injects the content in the right place, including right-to-left languages and timelines that read right to left. It has the ability to mirror complex slides and the potential time-saving benefits. Mehdi shows how the platform can generate research reports on any topic, using the request for an overview of nuclear submarine coolant pumps as an example. The Platform Pricing Structure In the demonstration of the third agent, Mehdi explains that the entry subscription will be $20, allowing 120 slides. Enterprise offers will be available for firms that want to deploy the platform in a private cloud, ensuring data security. Mehdi provides the website for sign-up and mentions that there is a closed beta available for interested users, and he mentions that there are many agents in development and invites feedback from Umbrex members for new product ideas. Timestamps: 01:51: Details of Hector's Proposal Generation  03:47: Examination of the Proposal Example  05:34: Customization and Detailed Approach 08:56: Additional Features and Pricing 11:04: Translation and Research Report Generation  20:00 Future Developments and Pricing Structure  Links:   Website: https://mzx.ai/ Proposal permalink: https://umbrex.com/wp-content/uploads/2026/05/Proposal_example_Economic_Development_Strategy_for_Al_Dhafra_Region_English.pptx Report permalink: https://umbrex.com/wp-content/uploads/2026/05/Report_example_Nuclear_submarine_reactor_pump_manufacturers_overview.pptx This episode on Umbrex: https://umbrex.com/?p=287037 Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.  

Send us Fan MailSam Olivieri is the CEO of and has spent more than two decades expanding educational opportunity through leadership roles at GreatSchools, Entangled Solutions, and Guild Education. Daniel Halper is Co-Founder of Step Up Tutoring and leads Step Up AI Labs, where he develops AI-powered tools that help novice tutors deliver high-impact instruction at scale.

Mandas una propuesta y el cliente desaparece.¿El problema es el precio? No. El problema es cómo llegaste a esa propuesta.Estuve como invitado en el podcast ¿Quién Me Mandó a Vender? de Juan Sebastián Jiménez, y hablamos de uno de los temas más ignorados en ventas enterprise: por qué se pierden propuestas y licitaciones sin darse cuenta.Lo que vas a aprender en este episodio:• Por qué la mayoría de propuestas pierden antes de presentarse (y qué estructura cambia eso)• Cómo mapear decision makers e influenciadores en cuentas grandes sin generar fricción interna• El framework NOSE: Necesidades, Outcomes, Solución y Evidencia para construir propuestas de alto impacto• Cuándo NO presentar una propuesta (y por qué hacerlo demasiado temprano te saca del partido)• Qué hacer cuando llega un RFP sin relación previa con el cliente• La diferencia entre confianza y compromiso — y cuál predice mejor el cierre• Las habilidades reales que debe tener un vendedor enterprise (y por qué cualquiera puede llegar ahí)El 60% de las oportunidades no se pierden ante la competencia. Se pierden porque el cliente decide no hacer nada.Si vendes B2B a cuentas grandes o quieres empezar a hacerlo, este episodio es para ti.

RFP - "Choice" feminism vs. agency by Lauren Levey, discussed by Lauren Levey.A live webinar recorded on 31st May 2026 at 10am UK time.On Sundays (10am UK time), our webinar series Radical Feminist Perspectives offers a chance to hear leading feminists discuss radical feminist theory and politics.Attendance of our live webinars is women-only, register at https://bit.ly/registerRFP

Marketing a GSA schedule the right way can completely change how a small business grows inside federal contracting, especially when AI and cybersecurity are reshaping every RFI and RFP hitting the street. In this episode Zack Golden and the GovCon Giants team break down how active contractors, aspiring consultants, and entrepreneurs can position themselves around the hottest demand signals in the federal market right now, including AI governance, autonomous systems, and the massive Air Force Research Lab opportunity coming out of contract. Here is what you will learn in this episode: How to market a GSA schedule by expanding divisions, leaning into industry days, and using local site visits to win agency attention Why AI governance and AI security layers are showing up on nearly every federal RFI and RFP and how to position a client or your own company to capture that demand How to become a govcon consultant for AI and tech companies without burning out by managing one client to maintenance mode before signing the next How to build complementary teams by pairing AI companies with audit trail, robotics, and aerospace firms to deliver true turnkey solutions to federal buyers How to chase the $10 billion Air Force Research Lab AI IDIQ and other large vehicles by partnering with primes, IDIQ holders, and GSA schedule holders already inside the door EPISODE CHAPTERS: 0:00 - Meet Mindy your federal opportunity AI assistant 0:30 - Welcome to the Federal Help Center podcast 0:52 - Marketing a GSA schedule for small business 1:21 - Expanding divisions into cybersecurity and maintenance services 1:50 - Industry day strategy for GSA schedule holders 2:20 - Inside the OpenCube IQ AI tools and CRM 2:49 - Using AI agents for capability statements and FAR research 3:19 - Consulting opportunities with AI governance companies 3:48 - Why AI is the federal buzzword every agency wants 4:16 - Managing multiple consulting clients without burning out 4:44 - Building complementary teams around AI governance and audit trails 5:41 - Finding partner companies that compliment your AI offering 6:37 - Chasing the $10 billion Air Force Research Lab AI IDIQ 7:07 - Robotics autonomous systems and secured AI document platforms 8:03 - Adding AI offerings to existing GSA schedules and IDIQs Mindy gives you the federal opportunities, agency signals, recompete intel, and pursuit briefs that tell you not just what contracts exist, but which ones to chase and how to win them. Sign up for free Daily Alerts and get opportunities delivered to your inbox before the day starts.

Send us Fan MailJoin hosts Ben Kornell and Alex Sarlin as they explore the growing backlash against AI in education, the race to build AI-native learning systems, and the shifting future of edtech, workforce learning, and global education policy.✨ Episode Highlights:[00:02:18] Reflections and takeaways from this year's ASU+GSV Summit [00:05:16] Gen Z backlash against AI grows at college commencements [00:08:06] China's practical AI rollout contrasts with the U.S. race toward AGI [00:15:09] Anthropic and Gates Foundation launch a $200M AI education partnership [00:23:02] Debate over the future and business model of AI tutoring [00:29:25] OpenAI expands its “Education for Countries” initiative [00:37:28] New education tax credits could shift spending power to families [00:42:15] Google, Meta, and Apple push AI glasses and XR learning forward [00:48:40] AI simulations gain traction in workforce training [00:51:06] Multiverse raises $70M for AI-driven workforce upskilling Plus, special guests:[00:55:51] Angel Chung, PhD Candidate at The Wharton School, on proactive AI tutoring systems and new research showing measurable learning gains for students using adaptive AI guidance[01:18:08] David Rogier, Founder and CEO of MasterClass, on AI-powered learning, the future of higher education, and MasterClass Executive — developed alongside OpenAI & Chicago Booth to explore the future of AI-native business education.Learn more here: https://www.masterclass.com/booth-ai

Government contracting procurement readiness is the difference between being treated like a serious prime and being talked down to by a small business rep who thinks you don't know what you're doing. In this episode of the Federal Help Center Podcast, Randie Ward breaks down exactly how to show up to agency meetings, capabilities briefings, and DOD opportunities with your homework already done. If you've ever wasted a 25-minute meeting because you weren't prepped, this one is for you. Here's what you'll learn: How to control the room in a capabilities briefing so the small business specialist treats you like a peer, not a beginner Why your SAM.gov keywords and capability narrative function as the agency yellow pages and how to structure them so buyers can actually find you The exact project sheet format Randie uses with clients including scope, location, dollar value, and complexity details that move you faster through sources sought responses How to position past experience versus past performance on your capability statement when you're a newer company or bidding as part of a teaming arrangement How to surface real differentiators that survive AI-driven proposal screening and make you stand out among hundreds of capability statements Why PIEE registration is non-negotiable if you plan to do business with DOD and what lives inside the enterprise from RFP response to invoicing EPISODE CHAPTERS: 0:00 - Welcome to the Federal Help Center podcast 0:25 - First impressions set every future agency interaction 1:00 - Forest Service capabilities briefing client story 2:30 - SAM registration and keyword optimization for buyers 3:30 - Building project sheets that move you faster 4:30 - Gathering resumes for proposal team members 5:00 - Capability statements and past experience versus performance 5:45 - Finding real differentiators that beat AI screening 7:00 - PIEE registration requirement for DOD contractors 7:55 - Closing thoughts and community invite Market Intelligence gives you the federal opportunities, agency signals, recompete intel, and pursuit briefs that tell you not just what contracts exist, but which ones to chase and how to win them. Sign up for free Daily Alerts and get opportunities delivered to your inbox before the day starts.

Send us Fan MailJason Katcher is the Global Education Channel Lead at Superhuman, where he focuses on scaling AI-powered productivity and communication tools across education through strategic partnerships. Previously at Google, Dropbox, and multiple edtech startups, Jason brings deep experience in education technology, AI adoption, and go-to-market strategy.

The guys welcome back Mike Santolucito of ODP, and Billy Moore of Executive Ground Maintenance to keep going with the contract/RFP topic we have been on the last three weeks. This episode is completely listener questions that we try to answer as best as we can

Jeff and Jim are back with the May 2026 mailbag, answering listener questions from Amsterdam, Mumbai, Austin, and Berlin. Topics include navigating IAM vendor acquisitions, defending against AI deepfakes in remote onboarding, governing contractor and third-party identities, fixing the leaver process in IGA, and tackling a decade of IAM technical debt. The episode closes with unpopular industry opinions: why RFPs are procurement theater, why rip and replace should be normalized, and why one-throat-to-choke vendor thinking usually backfires.IDPro new member discount: https://idpro.org/idac/Connect with us on LinkedIn:Jim McDonald: https://www.linkedin.com/in/jimmcdonaldpmp/Jeff Steadman: https://www.linkedin.com/in/jeffsteadman/Visit the show on the web at http://idacpodcast.comCHAPTER TIMESTAMPS00:00 Intro and SNL nostalgia03:25 AI model roundup: ChatGPT, Claude, Gemini, and usage limits10:16 Identiverse 2026 and IDPro member discount14:53 Q1: Navigating vendor acquisitions (Isabelle, Amsterdam)24:00 Q2: AI deepfakes in identity verification (Rajan, Mumbai)32:32 Q3: Contractor and third-party identity governance (Caleb, Austin)43:00 Q4: The leaver process and IGA scope gaps (Anonymous)51:10 Q5: Tackling IAM technical debt (Tomas, Berlin)57:00 Normalizing rip and replace01:01:00 RFPs, one throat to choke, and other hot takes01:08:00 Wrap-upKEYWORDSIAM, identity governance, IGA, vendor consolidation, acquisitions, deepfakes, identity verification, contractor management, non-employee identity, technical debt, rip and replace, RFP, joiner mover leaver, leaver process, Identiverse 2026, IDPro, IDAC, Identity at the Center, Jeff Steadman, Jim McDonald

Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVM  This episode dives into why large CRM and ERP projects keep failing and how AI is reshaping consulting, software delivery, and platform decisions. The core insight is simple. Organisations fail when they buy software instead of outcomes. With AI, experienced teams can move faster, strip away legacy complexity, and build only what the business actually needs. The conversation explores outcome-based thinking, flawed RFP processes, and why AI is accelerating the gap between great and average practitioners. 

What would it take to prioritize major programme outcomes over more familiar factors like price and procedural fairness? This is the question posed by Peter Weltman, the guest host on this Uncharted Conversations episode. Peter notes that Canada's infrastructure industry is struggling to maintain what it already has, much less build what it needs next. Iterating is likely to fail, so what are the alternatives?Co-hosts Shormila, David, Melissa, and Riccardo quickly surface the real tension: “outcomes” are often harder to define, measure, and defend than cost—and public procurement systems are deliberately built for political optics and to avoid the perception of discretionary decision-making. Together, the panel explores why technical merit often fails to meaningfully influence selection and why innovation tends to get squeezed out when projects are seen as fixed scope from the beginning.From there, the conversation widens beyond RFP mechanics into bigger levers: risk appetite for unsolicited proposals, whether Canada needs an “infrastructure venture fund” for ideas, and the value of portfolio thinking. Canada may not be ready to blow up the whole system. However, examples—including new financing entities and development-partner models—both within and beyond infrastructure highlight alternative pathways that are already emerging.Key TakeawaysThe problem with reducing “value for money” to competitive pricing in major projects;The difficulty in defining “outcome-based procurement” beyond cost;How better technical discrimination can prevent price from dominating “best value” selections;The potential for more rigorous schedule and delivery certainty evaluation through risk analysis;How entities might catalyze more innovative deal structures than classic linear procurements.Quote:“How do we create the incentives to build the capacity to do things in a more innovative way, realize more budget, more benefits?” - Peter WeltmanThe conversation doesn't stop here—connect and converse with our community via LinkedIn:Follow Navigating Major Programmes: https://www.linkedin.com/company/navigating-major-programmes/Read Riccardo's latest at www.riccardocosentino.comFollow Riccardo Cosentino: https://www.linkedin.com/in/cosentinoriccardo/Follow Shormila Chatterjee: https://www.linkedin.com/in/shormilac/Follow Melissa Di Marco: https://www.linkedin.com/in/melissa-di-marco/Follow Peter Weltman: https://www.linkedin.com/in/peter-weltman/

RFP - 'Quintessence' by Mary Daly, discussed by Katerina Dakoura.A live webinar recorded on 24th May 2026.On Sundays (10am UK time), our webinar series Radical Feminist Perspectives offers a chance to hear leading feminists discuss radical feminist theory and politics.Attendance of our live webinars is women-only, register at https://bit.ly/registerRFP

Most losing proposals are not terrible. They're just neutral. Polished and professional and still losing - because they gave evaluators nothing specific to score. In this episode, I break down the single biggest misunderstanding in proposal development: most companies treat proposals as a writing problem. They focus on sounding professional, telling their story, and making a great impression. But proposals are not scored on how impressive they sound. They are scored against evaluation criteria. And those are not the same thing. WHAT YOU WILL LEARN IN THIS EPISODE:Why evaluators are building a scoring record — not reading for entertainment What neutral content is and why it costs you contracts you were qualified to win The difference between a paragraph that describes your company and a paragraph that earns a strength The one question to ask about every paragraph in your next proposal draft Why winning proposals are built — not written SHARE THIS EPISODE: If this episode made you think about your proposals differently, share it with someone on your team who needs to hear it. There are a lot of companies working hard on proposals that are losing for reasons that are completely fixable.The Book — A Field Guide to Winning Proposals: Nine steps that turn proposal writing into easy "bite size" chunks that result in higher scoring proposals. A complete method — from RFP to a proposal that scores. Click here to get it on Amazon Available in Paperback and for Kindle. 

Send us Fan MailJoin host Ben Kornell for a special episode featuring leaders across digital literacy, AI-native schooling, student support, and curriculum innovation in K–12 education.✨ Episode Highlights:[00:02:10] Lisa O'Masta, CEO of Learning.com, on why digital literacy and AI literacy must start in elementary school[00:18:34] Aaron Feuer, CEO and Co-founder of Panorama Education, reflects on building Panorama into a platform serving one in four U.S. students[00:32:34] Larisa Hovannisian, Founder and CEO at Armenia Education Initiative, explains why Armenia is positioned to leapfrog legacy education systems[00:43:50] Alexandra Walsh, Chief Product Officer at Amplify, discusses bringing classroom experience into product leadership

I wanted to talk to a lawyer 'cause, yeah, lawyers are the ones that see stuff that falls the whole way down to the level of legal action. But I wanted to find out what are the main categories of things that wind up in legal land when it comes to broker or EBC (employee benefit consultant) payment agreements. Like, what are the top ways that compensation agreements go horribly awry? For a full transcript of this episode, click here. If you enjoy this podcast, be sure to subscribe to the free weekly newsletter to be a member of the Relentless Tribe. Doug Aldeen, my guest today, rose to the challenge. And let me just state for the record that, while there are a whole lot of brokers and EBCs who would or do engage in some of these practices, there are also many who do not; and/or it might not be the broker/EBC themselves but the company that they work for who is up to some of the things that we're gonna be talking about in the episode today. But I really, for sure, want to support the gang of honest actors, great fee-based, integrity-based brokers and EBCs; and I wanna support them all day long, many of whom listen to the show and are part of the Relentless Health Value Tribe. But let's talk about how the rent-seeking ones roll so that you can spot them. See what they did there. So, yeah … the first kind of ground zero that Doug and I talk about today is just up-front direct compensation agreements, which may be just ridiculously complicated and/or ridiculously expensive compared to what others are charging for a similar group. Where there's mystery, there is margin. That is so relevant in so many situations, and this is just another one of them. So then, after that, Doug and I move on; and we get into three categories of stuff that sits in that undisclosed or maybe even disclosed zone, where just the whole model of payments is problematic on its face. First up (and this is a biggie), brokers/EBCs recommending rent-seeking solutions to their clients. Like, a broker or EBC suggests a solution to their client where the solution itself makes money on a perverse incentive, and then the broker or EBC gets a piece of that action, which might be called shared savings. So, yeah … even if the dollars to the broker or EBC are disclosed, a naive plan administrator might not see that overcharge for what it really is—and Doug gives a bunch of examples in the show that follows. Chris Deacon (post) and Justin Leader (post) also wrote posts about this. Donovan Pyle wrote a whole book about it. Okay … the next big category of typical payment model methodologies that Doug Aldeen (again, a lawyer) has seen plans get themselves into trouble with their EBCs and brokers—the ones who are sharks, I mean, circling the plan like it's a gold mine—this big category is undisclosed payments from vendors who the plan doesn't realize have a business relationship with the EBC or broker. This can also be a whole basket of solutions that the EBC/broker wants to install, which is basically this problematic payment model at scale. And, right, this matters because then the plan doesn't know if this particular point solution, PBM, stop-loss carrier … Right? They think their broker EBC is recommending it because it's the best option for that particular plan, not understanding that it's the right option for the broker or EBC. And these dollars can be undisclosed because, to a certain extent, the Consolidated Appropriations Act, it's a little bit unclear on certain points. There's some loopholes if you go looking for them because you are so inclined. We get into more detail on this later on. After this, Doug offers a really great roadmap with six steps in it for any plan to really think about as they consider. First, the maybe integrity of their broker or EBC and what is being recommended to the plan. And that's important because, look—and we say this in the conversation that follows, but I'm gonna say it again here loudly—if a plan realizes that their broker or EBC is not really serving the best interest of the plan, there are great options out there. There are great EBCs and brokers who are honest, upstanding that really care about their clients, their plans, their members, and doing the right thing. But telling the difference between the not-so-good ones and the good ones takes some diligence, takes some validation on the part of the plan sponsor. It just does. But the amount of dollars that can be saved is millions, and this is actually, saving those millions is actually better for the plan because it's not like those dollars were going in somebody's pocket. It's not like they were being put toward better, safer, lower premiums. These are dollars that can be cut, and the plan is actually better. My guest today, as I have mentioned at least several times already, is Doug Aldeen, who is a well-known attorney who has spent many years in the self-insured space. This podcast is sponsored by Aventria Health Group, and I do want to give a shout-out and a thanks to our 2026 series underwriter Payerset. Thank you so much for your financial support. That helps keep this podcast on the air. And with that, here is my conversation with Doug Aldeen. Also mentioned in this episode are Chris Deacon, Justin Leader, Donovan Pyle, Mark Cuban, Cost Plus Drugs, Aventria Health Group, Payerset, Cynthia Fisher, Lee Lewis, AJ Loiacono, Dave Chase, Nautilus Health, 32BJ, Andreas Mang, Jon Camire, and Tom Nash. For a list of healthcare industry acronyms and terms that may be unfamiliar to you, click here.   You can learn more on Doug's Web site and by following Doug on LinkedIn.   Doug Aldeen is an Austin, Texas–based Employee Retirement Income Security Act (ERISA) healthcare attorney. From 1997 to 2006, he served both as associate general counsel and general counsel for provider-sponsored HMOs in Champaign-Urbana, Illinois, and San Antonio, Texas. During his tenure at Health Alliance Medical Plans in Urbana, Illinois, he had a front-row seat to the US Supreme Court ERISA case in Pegram v. Herdrich. Since 2007, Doug has owned and operated his own law firm that serves the US self-funded market. In 2016, he served as ERISA counsel for the Berkley Research Group, who served as an advisor to the private equity firm Hellman and Friedman that purchased a majority stake in MultiPlan for $7.5 billion. From 2019 to 2024, Doug served on the government relations committee for the Self-Insurance Institute of America during the period when the Consolidated Appropriations Act was being implemented. In 2022, Doug was featured by KXAN television in Austin in an investigative piece that examined the collection practices of a local hospital. KXAN's investigative work resulted in an Edward Murrow award for public service. For the past 10 years, he has published "The Sunday Morning Bathroom Read" on LinkedIn, which features a weekly tongue-in-cheek review of recent events and the implications to the self-funded market in the US healthcare industry. 00:00 Introduction to this episode. 00:59 A caveat for the record on this episode. 02:11 The first problematic payment model discussed in this week's episode. 03:27 The second problematic payment model discussed in this week's episode. 06:16 The conversation with Doug Aldeen. 06:27 Why is reviewing broker/EBC compensation so important? 08:05 The Ohio Potato Company anecdote. 10:28 The first way brokers/EBCs might get paid. 11:45 What "cost of savings" means. 12:31 EP457 with Cynthia Fisher. 14:07 A rent-seeking solution that requires a cost-benefit analysis. 19:16 Why the broker/EBC is sometimes in the dark about vendor kickbacks. 21:46 Where the CAA is unclear. 22:23 EP508 with Lee Lewis. 22:58 EP379 with AJ Loiacono. 24:04 Actionable advice for plan sponsors. 24:57 The second piece of actionable advice for plan sponsors. 25:22 The third piece of actionable advice for plan sponsors. 26:08 Demystifying the commission structure. 27:35 Using a broker RFP from an open source. 27:54 EP484 with Dave Chase. 28:31 Why you should be auditing data and claims. 29:29 EP478 (Part 1) and EP479 (Part 2) with Andreas Mang and Jon Camire. 31:29 The importance of having an "out." 33:11 Why the broker community may be at substantial risk. 35:30 EP419 with Andreas Mang. Recent past interviews: Click a guest's name for their latest RHV episode! Dr Siva and Dr Monica Lypson, Betsy Seals, Patrick Nelli, Lee Lewis, Stacey Richter with 15 experts (EP507), Jerry DiMaso, Dr Ahilan Sivaganesan, Ryan Jacobs  

Large Language Models can generate a lot of text - but is it any good? Carl and Richard talk to Vishwas Lele about his ongoing efforts at pWin.ai to build tools for responding to government RFPs. Vishwas focuses on the quality problem - both the quality of the incoming RFP and the quality of the responding proposal. How do you determine the key requirements of an RFP reliably? And when it comes to the response, how do you provide measurable results for a response? The conversation digs into a change in workflow that benefits the RFP process regardless of tooling - and gives hints to the patterns of success with LLMs!

Change management in manufacturing breaks down at the people layer, not the technology layer. This episode explains how engineering leaders actually drive adoption.Ronald Sherrod is a Staff Automation Engineer at Regeneron deploying a global event based architecture and Unified Namespace rollout across pharmaceutical operations. Ron, Vlad Romanov, and Dave Griffith dig into the parts of change management that rarely make it onto vendor decks. Subscribe to Manufacturing Hub for weekly conversations with industrial automation practitioners.Want to go deeper? Vlad and the team at Joltek have covered related topics here:Digital Transformation in Manufacturing: https://www.joltek.com/blog/digital-transformation-in-manufacturingMastering the Unified Namespace for Manufacturing: https://www.joltek.com/blog/mastering-unified-namespace-uns-a-guide-to-data-driven-manufacturing-transformationRon makes a point that is rarely stated this directly. The organization implementing the change is the one responsible for it. OEMs and system integrators deliver the box. Consultants help interpret it. Auditors do not call the machine builder when something goes wrong on the floor of a regulated pharmaceutical plant. They walk into the manufacturer and ask whether the audit trails hold up, whether the predicate rule was met, and whether the product is safe for patients. That responsibility cannot be outsourced, even when the technical work is.That framing changes how engineering managers should think about RFP scope. If the scope is loose, the integrator absorbs the risk and prices accordingly. If the scope is rigorous, bids come back tight and comparable. Negotiating power changes with the size of the buyer. A large pharmaceutical company can dictate hypercare windows, on site commissioning support, and structured training. A small to mid sized manufacturer often cannot, and the result is the metaphorical Ferrari on the plant floor that only ever gets used for grocery runs. Capital was deployed. The technology works. The operation never adopted it.The episode also goes deep on tribal knowledge and the industrial elder, the technical anchor who carries the institutional history of a unit or process and is often more valuable than the Excel file on a network drive. Senior operators know why a pipe was rerouted fifteen years ago and why a procedure looks irrational on paper but works perfectly in practice. With 59 percent of frontline skilled workers over 55 planning to retire within five years per the Schneider Electric 2024 workforce survey, capturing that knowledge is now a leadership priority, not an engineering task.On planning, Ron walks through how he runs user story workshops with operators, manufacturing leaders, engineers, and developers in the same room, producing a shared data contract that defines what information moves where, who needs it, and why. He cites a successful SCADA deployment that worked because the organization had inertia, operators had asked for the problem to be solved, and the team was closing a real gap rather than chasing a trend.Ronald Sherrod is a Staff Automation Engineer at Regeneron, a chemical engineer by training who moved from oil and gas into pharma and now works on event driven architecture, UNS, and robotics initiatives. Ron: https://www.linkedin.com/in/rdsherrod/Timestamps0:00 Welcome and Episode Intro1:50 Ron's Career: Oil and Gas to Pharma at Regeneron4:30 Defining Change Management and Its KPIs8:30 Change Management vs Operational Excellence11:50 Who Owns Change Management on Industrial Projects17:00 Negotiating Power: Large vs Small Manufacturers20:30 Why Capital Projects End Up Mothballed22:10 Tribal Knowledge and Learning From Operators26:00 Why Industrial Projects Fail29:00 The Industrial Elder and Passing Knowledge Through People31:30 AI Generated Documentation in Manufacturing35:50 Project Planning and the RFP Process47:50 A Successful SCADA Deployment and User Story Workshops54:30 Predictions, Career Advice, and Smart GlassesAbout Your HostsVladimir Romanov is a cohost of The Manufacturing Hub Podcast and the founder of Joltek, an independent manufacturing and industrial automation consulting firm specializing in modernization strategy, digital transformation, and workforce development.Connect with Vlad: https://www.linkedin.com/in/vladromanov/Dave Griffith is a cohost of The Manufacturing Hub Podcast and founder of Capelin Solutions, an industrial automation firm helping manufacturers adopt smart manufacturing technology.Connect with Dave: https://www.linkedin.com/in/davegriffith23/Subscribe to Manufacturing Hub: https://www.manufacturinghub.liveLinkedIn: https://www.linkedin.com/company/manufacturing-hub-networkYouTube: https://www.youtube.com/@ManufacturingHub

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you charging for execution when clients are about to stop paying for it? Are you building your sales process around your offer instead of around your prospect's trust? Today's featured guest built a growth workshop that converts 78% of buyers into long-term retainer clients. In this episode, she'll get into what that workshop actually contains, why the entry offer might be the thing keeping it from scaling, how to stop your CEO from chasing shiny quarters mid-engagement, and what happens when you position strategy as the product instead of execution. Jen Jurgens is the founder of 1 Bold Step, a revenue operations agency based in Michigan. Her background is in supply chain management, which is where she developed the belief she will die on: sales and marketing is a process, and processes can be measured, improved, and optimized. One Bold Step is a HubSpot partner and works primarily with B2B clients on pipeline growth, campaign optimization, and revenue systems. In this episode, we'll discuss: Focusing on pipeline growth as a primary metric Creating a foot in the door for Jen's growth workshop Selling the process, not the deliverable Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Toggl: Most agencies are losing 15–30% of their profit every year: lack of time tracking, messy manual timesheets, scope creep, untracked revisions, and all those "quick" client requests that never get billed. Toggl has created a fast, interactive way to uncover exactly where your margins are leaking. Start your investigation now at toggl.com/smartagency and use the code SMARTAGENCY10 at checkout for a 10% off annual plans. The Case for Charging for Strategy Before Execution Jen comes at pricing from a supply chain logic: if you can measure the outcome, you can defend the price. Her agency focuses on pipeline growth as its primary client metric because it is the number most directly connected to revenue and the one she can credibly influence within a defined timeframe. Monthly reports go out, and every quarter there is a two-hour retrospective with the client covering what was committed to, what actually happened, what worked, what did not, and what the next 90 days look like. The reason this cadence holds is that it makes the strategic layer of the engagement visible. Most agencies send reports that clients stop reading after the first month because the data is wrapped in jargon and disconnected from business outcomes. Jen's approach is the opposite: tie everything to pipeline, show up in person or on screen quarterly, and use an Agile sprint structure to keep the client's attention from jumping to whatever crossed their desk that morning. That level of structure is the thing clients are actually paying for, and most of them do not know it until it is explained to them directly. Why Your Entry Offer Might Be the Reason Deals Stall Jen's growth workshop has a 78% conversion rate from buyer to long-term retainer. That is a strong number. The problem is on the other side of the funnel: getting prospects to say yes to the workshop in the first place. The workshop is currently priced between $10,000 and $15,000, takes 100 to 120 hours of agency time to deliver, and goes deep enough that Jen describes it as showing clients not just what they want but what they actually need. It is comprehensive. It is also a significant ask before any trust has been established. The Foot-in-the-Door principle exists precisely for this situation. A $10,000 to $15,000 entry requires founder-level credibility to close and has no on-ramp for prospects who are not yet convinced. What it needs is a smaller version that a prospect can say yes to at low risk, that delivers a real insight in a short window, and that makes the full workshop the obvious next step rather than a leap of faith. The mechanics are straightforward: charge $1,000 to $2,000 for a focused diagnostic session, frame it as a mutual qualifier, and let the output do the selling. The trust the mini-session builds is what removes the friction from the larger close. Selling the Process, Not the Deliverable Jen describes what she actually does in the growth workshop as taking the client's assumptions about what is blocking their growth and replacing them with what is actually blocking their growth. Nine times out of ten, a CEO who says they need more leads is sitting on an unconverted database, a sales team sitting on two-year-old proposals, or five product lines with no prioritization. More leads into a leaky bucket is not a solution. The reason this framing is powerful is not just diagnostic accuracy. It is positioning. When Jen walks into a growth workshop, she is not selling marketing services. She is functioning as a strategic operator who knows how revenue systems work and is willing to tell the client something they did not ask to hear. That is a fundamentally different position than an agency responding to an RFP. The clients who pay $10,000 to $15,000 for that workshop are not buying a deliverable. They are buying the read, and the confidence that what comes next will be built on something real. Pricing for Strategy When AI Is Changing What Execution Costs The conversation landed on a reality every agency is navigating right now. Execution is getting cheaper and faster. Four websites in three hours is not hypothetical anymore. Clients who used to pay for time spent are starting to ask why the price has not moved if the time has. The answer is not to lower prices. The answer is to make the case clearly that what they are paying for was never the hours. It was the 20 or 30 years of judgment that knows which inputs to use, which levers to pull, and what not to build. Jen's framing for clients who push back on process costs is direct: you can manage this yourself and be the general contractor on your own build. But you will not, because you do not have the time, and if you did, you would not need us. Agencies that can hold that position without flinching are the ones that will not have their margins compressed by AI. The ones that cannot articulate what strategy is worth beyond hours delivered are already in trouble. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Send us Fan MailKumar Garg is the President of Renaissance Philanthropy, where he leads thesis-driven philanthropic funds focused on major global challenges. Previously, he worked in the Obama White House Office of Science and Technology Policy and helped build Eric Schmidt's science and tech initiatives.

RFP - 'Living with Men: Reflections on the Pelicot Trial' by Manon Garcia, discussed by Karla Mantilla.A live webinar recorded on 17th May 2026 at 10am UK time.On Sundays (10am UK time), our webinar series Radical Feminist Perspectives offers a chance to hear leading feminists discuss radical feminist theory and politics.Attendance of our live webinars is women-only, register at https://bit.ly/registerRFP

Jennifer Langton is an expert in transformational leadership who bridges bold innovation with human impact. As the former Senior Vice President of Player Health and Innovation at the NFL, Jennifer pioneered the league's first injury reduction strategy, achieving a groundbreaking 25% concussion reduction through initiatives like the Digital Athlete, developed in partnership with AWS.Her business acumen is just as impressive: she restored profitability as North America CFO for Atari, and led a revenue-boosting RFP at the NFL that delivered a 220% increase in the league's apparel portfolio.Jennifer's leadership is defined by her CTG Methodology, Connect, Trust, Grow, a framework for navigating high-stakes environments with clarity and heart. An NYU Stern MBA and AWS Women of the Cloud honoree, Jennifer embodies results-driven leadership powered by purpose, people, and progress.SHOW SUMMARYIn this episode of Selling from the Heart Podcast. Larry Levine and Darrell Amy are joined by Jennifer Langton, former SVP of Player Health and Innovation at the NFL, who led the league's first injury-reduction strategy and helped drive a 25% reduction in concussions, including work on the AWS-partnered Digital Athlete. Langton explains her CTG methodology, connect, trust, grow, emphasizing authentic connection to overcome resistance to change, trust built through leadership and data to scale beyond pilots, and growth through iterative wins. She shares how purpose rooted in personal adversity fueled her leadership, how aligning personal mission with organizational priorities creates transformation, and why technology and AI require a “human path” for adoption by building with, not for, stakeholders.KEY TAKEAWAYSAuthentic connection must come before trust , and trust must come before growth. Skip one, and the whole framework breaks.Your personal "why" is your most powerful sales asset. Aligning your purpose to your client's or organization's greatest need creates unstoppable momentum.You don't need to be the expert , you need to connect the experts. Leadership and sales are about asking the right questions and keeping everyone aligned to one mission.Build with people, not for them. Co-creation drives adoption; top-down mandates don't.Data empowers people, it doesn't replace them. The human path to adoption is just as critical as the technical solution.Adversity can become your superpower. Lived experience creates authentic credibility that no credential can replicate.HIGHLIGHT QUOTESIf you don't connect, your stakeholders will resist. If you skip trust, what you're building will never scale beyond a pilot.Technical playbooks don't create change, people do.People follow the version of you that's true.We built with, and not for, them. That's how we empowered them.Every time an injury was predicted or prevented, it was me winning back a piece of myself.ADDITIONAL RESOURCESExplore the secrets of heart-centered leadership and thriving workplace cultures with Culture from the Heart Podcast! Nominate a visionary CEO at www.culturefromtheheart.com!Listen to Larry Levine's Bestselling Book: Selling in a Post-Trust World! Now available on Audible! Transform your sales approach with insights that matter.  Subscribe to The Selling from the Heart Podcast Youtube Channel! Stay updated with the latest episodes and leadership tips: Selling from the Heart YouTubeGet Your Daily Dose of Inspiration:Click Here for Your Daily Dose

Put down the "Standard of Care" manual for a second, this week I'm talking to you like a med student watching a corporate train wreck in slow motion as we break down the "rigged" request for proposals (RFP) process. I'll show you how a local group with 35 years of perfect staffing was given a "0.1" score for call coverage just so a corporate giant could swoop in. We'll also discuss a federal judge's incredible "low-wattage" insult and why two Apollo MD doctors are now facing accusations of lying under oath. After we finish our lesson on corporate retaliation, we're pivoting to some "legitimate" science that sounds like a skit: Pig Semen Eye Drops. I'll explain a recent study, yes, in an actual scientific journal, about using exomes from pig semen to shrink retinoblastoma tumors in mice by 98%. It's a perfect confluence of my two professional loves: medicine and comedy. Takeaways: The "Rigged" Scorecard: How Eugene Emergency Physicians were given a near-zero score for "transition planning" despite already being the ones doing the job. The MSO Loophole: Why companies like Apollo MD create "shell" clinical entities to circumvent state laws meant to protect local medicine. The Judge's Admonishment: Why "evasive" testimony and "obfuscation" led a federal judge to suggest that corporate executives were lying under oath. The "Rodent" Breakthrough: How a basic science study used pig semen to reduce rare childhood eye tumors to just 2% of their original size. Aged Urine vs. Science: Why the new retinoblastoma research is a major step up from the "aged urine" eye drop groups Will fought as a resident. To Get Tickets to Wife & Death: You can visit Glaucomflecken.com/live  We want to hear YOUR stories (and medical puns)! Shoot us an email and say hi! knockknockhi@human-content.com Can't get enough of us? Shucks. You can support the show on Patreon for early episode access, exclusive bonus shows, livestream hangouts, and much more! –⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ http://www.patreon.com/glaucomflecken⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Also, be sure to check out the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://glaucomflecken.com/glauc-to-me/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you are interested in buying a book from one of our guests, check them all out here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.amazon.com/shop/dr.glaucomflecken⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you want more information on models I use: Anatomy Warehouse provides for the best, crafting custom anatomical products, medical simulation kits and presentation models that create a lasting educational impact.  For more information go to Anatomy Warehouse DOT com. Link: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://anatomywarehouse.com/?aff=14⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Plus for 15% off use code: Glaucomflecken15 -- A friendly reminder from the G's and Tarsus: If you want to learn more about Demodex Blepharitis, making an appointment with your eye doctor for an eyelid exam can help you know for sure. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.EyelidCheck.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for more information.  Produced by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Human Content⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

You know AI isn't the problem — how you use it is. You already know that neutral proposals lose and evaluators score results, not intentions. Now you need the method. The steps that take an opportunity from blank page to high scoring proposal. And how to use AI as a tool to make it happen, to help you stop losing bids that you should be winning. In this final episode of a 3 part series — we walk through the 9-step AI proposal method. The same method used to win major contracts.  Same AI tools as everyone else. Different method. Different outcomes. In this episode:The four things you must know before you write a single wordAll 9 steps to proposal writing, whether you use AI or not. Why the first 6 steps happen before you write anythingThe simple evaluation loop and why skipping it loses bidsExactly where AI fits at every step Proposal Prompt Pack — $197 (Instant Download): 15 copy and paste AI prompts that build the proposal strategy, draft the proposal and evaluate it, and score your proposal before the evaluator does. Works with ChatGPT, Claude, Gemini — any AI tool you already use. Click here to get it now The Book — A Field Guide to Winning Proposals with AI: Nine steps. Each produces a deliverable that feeds into the next step. A complete method — from RFP to a proposal that scores. Click here to get it on AmazonMore resources: winninggovernmentcontracts.comStop writing neutral proposals that lose to companies that know how to score.

The guys welcome Billy Moore of Executive Property Manintenance, and Mike Santolucito of Outdoor Pride to talk about the problems with incomplete or non-existent RFP's, and what you should always make sure is spelled out clearly in them!

https://youtu.be/aQyHwoGfy50 Max Kryzhanovskiy, President and CEO of MOS Creative, is driven by a desire to set an example for his children and show what's possible through technology, persistence, and innovation. As the leader of a tech-forward agency that builds websites, apps, and AI-enabled platforms, Max helps businesses move from idea to execution by creating digital products that solve real problems and scale over time. We explore Max's MVP Framework — Define the problem, Determine target market, Prototype the product, Build the MVP, Test and obtain feedback, Iterate — a practical approach for transforming ideas into scalable digital products. Max explains why founders should avoid overbuilding too early, how AI is accelerating prototyping and development, and why businesses must balance automation with authentic human connection. — Drive Growth Using AI Agents with Max Kryzhanovskiy  Good day, dear listeners. Steve Preda here with the Management Blueprint Podcast, and my guest today is Max Kryzhanovskiy, the President and CEO of MOS Creative, a company that builds websites and apps that drive growth. They were also the first company in Baltimore to launch a mobile site. Welcome to the show, Max.  Thank you for having me.  Let me ask you this—what is a mobile site? Is it a mobile phone site, or is it something different?  I mean, now it probably doesn't matter as much anymore, because everybody obviously has a website that works on a smartphone screen—or a responsive websites. But before mobile websites came out—or I should say, when smartphones first came out—we had to adjust for smaller screens. We were all used to bigger screens on a computer, and then once we started having different screen sizes come out before responsive, we were the first company to have a mobile website in Baltimore. And we actually built a web application specifically to create them ourselves, and then also went to market to offer it to other clients as well. So a mobile website is just like it sounds, a website that’s specifically designed for mobile.  That’s cool. So it sounds like you are very much a tech-forward company, and you are at the edge of technology. And as we were logging on, you said that you would be recording this on your phone because you actually have AI agents running on your computer. Does that mean you have AI agents as part of your team? What kind of agents do you have? Is it still an experiment, or is it already in execution mode?  It's in execution mode, but we're always experimenting. We like to think we're ahead of the curve, but with AI, we're all experimenting to a certain extent, right? Something new comes out, we try it out, see if it works, and see how it can be applied to your business—what kind of outcomes it can give you. So I'm all about AI. It's amazing. It's an amazing tool. But I think AI is becoming a lot more than we thought it was going to be—and also a lot less at the same time. Meaning, when AI launched—for example, when ChatGPT came out to the broader market—I mean, obviously AI had been around for a while—but when ChatGPT launched its chatbot platform publicly, we were amazed by how much work it could done. So it went from zero to a hundred. “Oh my God, it can do all of this,” right? But now, for example, with the more recent models—4.5, 5.0—the improvements are much smaller.  It's not a hundred percent or a thousand percent better anymore. Now it's maybe five or ten percent better, but the cost keeps increasing. I just read somewhere that even Claude said Claude Code won't be included much longer as part of the regular plan. So now it's only in the $200 higher-tier plan, plus you have to buy additional tokens. So it's really becoming more like, “Hey, yeah, we can do this for you—but you're going to end up paying something similar to what you'd pay a team.” At first, it was more like, “Let's get into the market. Let's get a lot of people interested.” But now, obviously, they have a lot of money behind them—investors, VCs, public market pressure—and they need to bring in revenue. So I think things are going to change very soon. AI is going to become a lot more expensive because the infrastructure and resources it requires are expensive. So eventually, those costs are going to be passed on to users. Yeah. And I noticed that ChatGPT started to do some ads as well. They’re probably going to go that direction, and who knows what that’s going to bring. But that's not our topic today. Today, it's about something else—frameworks. But before I go to the framework question, I'd like to ask you: what is your personal “why,” and how are you manifesting it at MOS Creative? Well, I'm a family man, so my “why” is to see my kids grow up to be amazing human beings—and hopefully to show them a great example of what can be accomplished in sports and in business. So my “why” is also to be a good person. Success can mean different things to different people, but for me, I love the hunt to get to a certain level of success. And then it's kind of like—us as humans, or at least a lot of people—we reach a certain level of success and we don't really celebrate it. It's more like, “Okay, let's get to the next level.” So my “why” is to show my kids that anything is possible if they really want it. Why I got into this space—it was exciting. You could see how quickly technology was moving, the kind of innovation that was possible, and it excited me. So that was one of the main reasons I got into technology. But the other reason was because I was in a different business, and we created technology that helped us grow. And I thought, “Oh wow, this is a completely different way to scale a business.” So technology became the direction we took. Yeah, I love it. I think inspiring our kids is a huge driver for many people, and it totally makes sense. Technology is exciting. I'd like to switch gears here and ask my other common question on this podcast, because this podcast is all about frameworks—business frameworks—how we can help listeners understand things, simplify things, and see different perspectives. So my question to you is: what is your favorite shortcut to success—or framework? And I don't mean “shortcut” in a negative sense, but rather a framework that allows you to understand things differently, make decisions, serve clients, and create valuable outcomes. Whatever it is—something that has worked for you, and is simple enough that you can explain it to listeners in three to five steps. Well, I believe in always being open to learning. It's not specifically a framework—it's more of a mindset: understanding that we don't know everything, especially now, with how quickly things are changing. I mean, a lot of people say that AI is going to make humanity a little dumber than we are. But actually, I learn a lot from it as well. If I'm doing something and I think, “Oh, this is a great way to speed up the process,” then I use it. So let's say, for example, a client asks me a question. There are different ways to approach it. If I already know the answer because I have specific experience with it, I can answer it, right? That doesn't always mean the answer is going to be correct.  I can research it, or I can get an answer from AI and then verify it through research and experience to make sure the outcome is actually what it says it's going to be. The learning part is making sure you're always open to figuring out whether the steps you've taken before are the right steps—or whether they can be optimized. I'm a big believer that everything can be optimized, especially now. There's almost no question that can't be answered quickly. Maybe there are some deep philosophical questions—but for the most part, especially in business, work, or even life, you can get answers very quickly. For example, I had a kind of vertigo-type feeling, and I was wondering what exactly it was. I entered specific prompts into ChatGPT, and it actually broke things down really well for me. Then I went to a doctor. First, I checked with a friend of mine who's a nurse, and she said, “This is probably what you have.” And she started asking me questions. I thought, “This is funny—these are exactly the same questions ChatGPT asked me.” And her husband said, “You know what? That proves that medicine is basically a set of questions. As you answer one question, it leads to the next.” So it's like a dynamic questionnaire. And by the time I got to the doctor, I already had a good idea of what it potentially was, and I knew what questions to ask so I could understand the next steps to fix it.  Yeah.  So what I'm saying is there’s always a way to improve. I'm a big believer in that. It doesn't matter what you're doing, because in this age, everything moves very fast—regardless of the business you're in. That's true. It's interesting that you say ChatGPT can answer any question. It's true—sometimes it hallucinates, but it still gives you an answer. Yesterday, I went to a presentation, and the president of Great Game of Business talked about this. He said, “Today, the answer is everywhere. So it's not a lack of answers—it's a lack of good questions.” So what we really have to come up with are good questions to ask. That's the bigger challenge now—not finding the answer. And I thought that was a really interesting insight. I agree. It's the same thing, right? It relates to prompts as well. If you have a good prompt, you're going to get a better answer. If you ask a good question, you're going to get a better answer. So yeah, I agree with you. Listen, AI isn't a complete solution, but it's a huge help—especially if you're just starting out. Yeah. So what drives your business? Is it technology? Is it trends? Is it something else? What drives it?  It's kind of a mix between technology and growth marketing. What that means is we work with clients all the way from ideation to scaling. We've also had several clients successfully exit. So clients come to us and say, “I have an idea. How do I take it to the next step?” Obviously now, there are AI builders and AI platforms that can help take a high-level idea and turn it into some kind of prototype—or at least a basic flow. But ideally, we work with clients from the idea stage all the way through design, development, launch, and driving traffic to the product. So the perfect client fits into that category. They might have an idea for a web application, mobile application, or software product.  They come to us and they're not really sure what the next steps are—or they've done some research For example, I spoke to a prospective client the other day. She worked with a developer who tried to build the product using an AI builder. For some reason, something didn't work out, and now she's back at square one. So now we have to review what she actually wants to build, determine the best approach, and figure out what phase one, phase two, and phase three should look like. So that's kind of how we work. For our clients, it's not just, “Let us develop it for you.” It's also about the creative side, the messaging, and the user experience. It's about making sure that when someone downloads the app—or visits the website or web application—it serves its purpose. It's a problem-solving product. It needs to solve a problem so users keep coming back again and again. And then we help grow it to new audiences. That's when it starts to scale and become exponential. Does that make sense? Yeah. So I’m wondering, you work from the idea forward, or you work from the outcome backwards? What’s the approach?  That's a great question. Not everyone knows the outcome right away. When someone has both an idea and a clear outcome, it works better, right? Because then you can help them get to that outcome. But overall, the outcomes are usually very high-level. You know: “I want to build this web application or software because I'm targeting this audience.” Okay—but what does that really mean? What problem are you solving? To be honest with you, ninety percent of people don't really know what problems they should be solving at the initial stage. So, talking about frameworks, we work with them to define which problems they should solve first. Because most startups—or even profitable companies trying to add new technology into their workflow or business—often don't know what one or two problems they should solve for the MVP before going all in. Yeah. Okay, so step one is to define the problem. What's step two?  Make sure you have the right audience for that problem. That's a big issue. A lot of times, people try to serve everyone. You don't want to go too broad, and you don't want to go too narrow. If you go too narrow, you're going to hit a ceiling before you even go to market.  So you determine the audience for the problem you're trying to solve, right?  Correct.  And then what's the next step?  Once you determine the audience and define the problem, the next best step is to create some kind of prototype and actually take it to that audience to test for product-market fit. Meaning: get feedback. Again, it doesn't have to be a fully working product. But go to that audience and get feedback like: “Yes, this solves my problem,” and “Yes, I would pay for it.” Or even better—for them to actually exchange some money to join a waitlist or gain access to an early version of the product, so they can test it and provide feedback. That's the best-case scenario. Because once you have that input, it becomes much easier to make adjustments. It doesn't matter whether those adjustments are in the design or in the actual working product—you're refining it for that niche audience. Yeah, that makes sense. So you design the prototype or minimum viable product, then you test it and get feedback. Then what do you do?  Well, I want to clarify something. Designing a prototype and having a minimum viable product can be two separate things.  Okay.  You can design a prototype. Again, it can be designed in Figma, using an AI builder, or even just as a workflow or user flow. Obviously now, things are a little different because you can build prototypes much faster. That doesn't mean they're going to be production-ready. But a minimum viable product is usually focused on solving one or two specific problems for that market. It's a problem-solving product that actually works—meaning it's much closer to being production-ready. Yeah.  So those are two separate things. There's a very big difference between them.  Yeah, because now you have vibe coding, and with tools like Lovable—or whatever platform you're using—you can create a prototype quickly. But it's not necessarily going to work, and then you still have to build the actual working product. Correct. Yes, I agree. Then you test it, expose it to the target market, and gather feedback. And then what do you do? Do you iterate? What's the next step? You iterate, yeah. So at that point, ideally, you have product-market fit, you've received great feedback from users, and—best-case scenario—they've even paid you some money. Then you either expand on what has already been built, or you go all in: invest more money into it and start building a production-ready product. And once you have that, you may realize that you also need to improve the user interface. That happens a lot—especially if you vibe-coded it. The output usually isn't the best when it comes to user interface design or user experience. So you may need to redesign the interface, properly develop it, and then take a production-ready application to market. And then it goes back into the cycle of iteration. Meaning, you keep gathering feedback. This is why I often recommend not adding too many features in the beginning. Focus on one or two core features—one or two main user flows within those features. That's it. Forget about everything else. Yeah. And then you can add features later.  You can always add features later. Most of the time, if you add too many features in the beginning, you'll probably end up cutting at least 40% of them because people just won't use them. And I'm not talking about core features like sign-up, sign-in, forgot password, onboarding, authentication—that kind of stuff. Obviously, you need those. But you still have to figure out who your audience is. Do you need SMS login? Do you need email login? Do you need both? Do you need social logins? You have to make sure you clearly understand your audience—but you don't need everything all at once. You may eventually need all of it, but not in the beginning. Yeah, that's true. So you've worked with other businesses, which means you're primarily a business-to-business agency, right?  Business-to-business, business-to-government—we've also built business-to-consumer apps as well. But usually, our client is a business-to-business.  Yeah. So here's my question: In B2B, how do you gain people's trust so they'll even engage with your product? I understand there's a funnel—but how do you get businesses into the top of that funnel? How do you create that initial trust so they engage? What does it take? Many things. Content helps, obviously. Creating content like this, creating videos—I create videos on a regular basis talking about what's out there, what's possible, what's good, what's bad. Kind of the everyday life of an agency, and the type of work we do. We also post projects on different directories and platforms. A lot of previous clients come back to us, and we get many client referrals. We rank pretty well for SEO and AEO, so a lot of people find us through ChatGPT. Especially because that's one of the services we offer. People find us when searching for things like “best app developers” or “best website designers” in our specific area. We're not targeting nationwide rankings—that's much harder and a much longer-term strategy. But in our area—Maryland, Howard County, Columbia—we rank very high.  And what does it take to rank high in AEO—in AI search?  It's the same approach we take to rank in Google. Google obviously owns Gemini, and now there's Google AI Overview. It's really a real-estate play. If you have a website that's properly structured for Google—with some adjustments for semantic search, like adding question-and-answer content to every page, especially product and service pages—you improve your chances significantly. You also need a properly configured robots.txt file with clear descriptions, so when search crawlers reach your site, they can immediately understand the structure and know where to go. When you see sources cited in AI search, that's exactly what those systems are reading from your site.  You also need the right technical setup: Your website has to be fast. You need proper H1, H2, and H3 structure across the site. So overall, it's about having a properly structured website. If you follow strong SEO fundamentals, with additional improvements specifically for AEO and GEO—because now it's not just SEO anymore, it's SEO, AEO, and GEO—you'll usually appear in ChatGPT, Google AI Overview, Gemini, Perplexity, and other AI search tools. And your Google Business Profile and Google Maps listing are properly optimized—which has changed a lot recently on Google's side as well—you'll also show up more often in local AI search results. So isn't it true that AI search looks for different kinds of signals than traditional SEO? I've heard, for example, that backlinks are less important in AI search than they used to be. They're not as important for AI search, but backlinks still carry a lot of weight. Again, you have to think about this as two separate systems, right? There's Google Search—with Google AI Overview and featured snippets—and then there's Google Maps. You don't need a website just to appear on Google Maps. You mainly need a properly optimized Google Business Profile. And you can still show up in AI search that way. Having a website does help, because it sends another signal to Google, but it's not as critical. The most important thing—and I'll answer your question for both cases—is consistency and structure. For Google Maps, if you have a properly maintained Google Business Profile with constant updates—blog posts, videos, photos, and business updates—that teaches Google AI what your business does. So you want updated product pages, images, descriptions, and location details if you're location-based.  All of that educates Google, which helps you rank higher on Google Maps. And like I said, Google Maps ranks very well in AI search. Now, if you also have a website, that's even better. And on your website, it helps to embed your Google Map as well, because that reinforces another signal from Google Maps. For example, some of our clients have multiple locations, so we include Google Maps with all their locations on the site—and that helps. Then you also create location pages, just like you create product pages or service pages. Google—and AI systems in general—don't really rank entire websites. They rank individual pages. That's why top-of-funnel content is usually blog posts or educational content answering someone's problem. Then that written or video content leads users to a service page or product page. That's basically how it works. Does that make sense? Yeah, that's very interesting. So if I want to increase my AI ranking… one of my clients told me that if your clients post about you on Reddit, that can be really powerful and help drive AI search visibility. Is that true? Reddit and Quora are very powerful. Very powerful. They rank very high. Listen, I'll give you a simple example that anybody can use. If you go to Quora or Reddit and look at the questions people are asking—for example, let's say you search for “app development”—you can filter by questions and literally see what people are asking. If you answer those questions in a natural way, related to your service or product, and include a backlink—not in a salesy way, but naturally—that's a very strong backlink. And speaking of backlinks: they're still relevant. Maybe they don't carry as much weight as they used to, but they're still very valuable.  Because when Google or AI systems evaluate content—and when you search in ChatGPT, Claude, or Gemini and see sources—those sources are essentially citations and backlinks. So if your website has strong citations and is properly structured, it absolutely helps you get discovered. You just need to make sure everything is set up correctly so Google—or any other search system—understands what your content means. But yes, to answer your question directly: Reddit and Quora are excellent for visibility because they're high-authority websites with massive traffic and very strong domain ratings. Yeah. That’s great. So Google Maps, Reddit, Quora, they are big drivers. That’s great.  Huge drivers. I mean, listen, there are many others—but social media has become huge over the past two years. Before, if you made a Reel on Instagram, you wouldn't be able to find it through Google search. But in the past couple of years, they opened that up. Why do you think they did that? Because they understand the value of content. Just like YouTube—where you can find videos through specific keywords—they want Instagram videos to be discoverable through Google Search and AI search. And then those searches lead people back to their platform. If someone who isn't already an Instagram user discovers content they like—a creator they like—they may sign up for Instagram because of it. So yeah, all of this ties back to backlinks and discoverability. It's really about how you use those backlinks. I mean, YouTube has been a huge driver for people looking for answers or trying to learn almost anything. So yeah, that's kind of how it works. It's one big spiderweb. Yes. It’s interesting. So basically, the more content I have and the more content other people post about me in credible sites, whether it’s Reddit, Quora, YouTube, social media, and they all point to my website or web pages, then the more it’s going to be discoverable by AI. That’s kinda makes sense.  You're definitely going to become more discoverable. But again, if it's just “Steve Preda,” that alone may not be valuable unless someone is specifically searching for your name. Now, if people are responding to or discussing how to apply a specific framework—and someone is searching for that framework that relates to your content—then it becomes relevant. Does that make sense?  Yeah. Yeah, understand. Yeah. Absolutely. Let me ask you this. If you could have a magic wand and fix one thing inside your company in the next 12 months, what would that be?  That’s an interesting question. I don’t know. I think I'd be very interested in applying more AI agents so they can help drive the business and support more growth. Overall, I just want healthy growth—making sure we're happy with the work we're doing, and that our clients are happy with the work we deliver. Because that leads to better outcomes, longer-term relationships, and healthier growth for the company. I mean, my ultimate goal at some point is probably to grow the company and eventually sell it. If we're happy with what we're doing, and our clients are happy with the work we're delivering, I think that growth will happen organically. Yeah. And what do you need to make the company sellable in your perspective?  Having strong, scalable systems—and AI is going to help with a lot of that.  So do you believe that a company with only AI employees—at the extreme—could still become a very valuable company? No, I'm not saying we should rely only on AI, and I'm definitely not planning to let go of any employees. What I'm saying is that AI can help with certain smaller tasks that sometimes get missed or forgotten. That's a perfect fit for AI. For example, even during conversations—if a project manager is handling several clients at once—we usually need updates on what was discussed. Yes, AI can record the conversation, but more importantly: what are the actionable next steps? And from those action items, what has already been completed, and what still needs to be done? Those are the kinds of things AI agents can help with—tasks that don't necessarily require a human. That way, time isn't wasted and can instead be used more effectively to make sure things are getting done and that we're reaching the outcome you mentioned earlier. What is your opinion about controlling AI agents? What is the level of risk? Not just about someone maybe doing a prompt injection and kind of hijacking your agents, but losing control of the agents in terms of complexity. So do you see a risk there that someone could kind of unleash these agents and somehow not be able to control them, or the quality of their work? Could they not control that? Or something changes and the agents get impacted—maybe a software update or something like that? Is this a thing, or is that not a concern? I think there should definitely always be guardrails. For example, right now we're building a platform with AI to gather RFPs, review them, score them, and actually create outputs—like the structure of the RFP. But before they get submitted, an actual person reviews them. I think there should always be final approval by a human—unless it becomes such a perfect system. I mean, it's software, right? At a certain point, can something go wrong? Yes. Especially with updates—unless you own the full process from beginning to end. Yeah, I think there's always a risk, but there's always a risk with software.  There should definitely be some guardrails, no doubt about it. I don't think it should be the last step before a human approves it and actually—for this RFP example—submits the response to whatever platform. I think a human should always review and approve it to make sure everything is working properly. But I think you can save a lot of time. For example, instead of us doing two or three RFPs a month, we can do ten or fifteen. I mean, the quality isn't really changing. It's structure. It's answering what they're asking for. So if it fits the criteria we're looking for, we still spend time reviewing it. I mean, we got an RFP the other day that was 150 pages. It would probably take two days just to read it. And at a certain point, you're like, “You know what? This isn't a good fit.” So it saves time. It just creates more efficiency. But there should definitely be guardrails and structure for sure, and a human should be involved in the loop. That I agree with you on. Okay. It's a big topic. One of the thoughts is that at some point AI is talking to AI. Like in hiring—you see these big recruiting companies using AI to filter resumes, and then applicants use AI to write resumes that fit what the filters are looking for. And at some point, the authenticity or credibility of those resumes begins to fade because it's all prearranged. So then the whole purpose of filtering employees starts to diminish. Do you think this kind of thing might happen with RFPs too? Maybe. Very possible. I wouldn't be surprised if it's not happening already. Yeah, I mean, it's definitely very possible. There are already several platforms that find RFPs. They work a little differently. We're building specifically for our own purpose. I do want to document the process to kind of show, “Hey, here's what can be done.” But yeah, it's very possible, for sure. Listen, if you're relying on a regular process to get a job, then you're probably not going to get the job. There are a lot more people looking for work right now. I don't know if you heard about Microsoft—and I think Tesla too—but companies are letting people go left and right. Microsoft is offering long-term employees buyouts. And by long-term employees, I mean people who are probably older and maybe not as knowledgeable or experienced with AI.  It's like, “Hey, let us buy you out so you can retire a little earlier.” So this is happening. If you're going through the same regular hiring process as everyone else, you're competing against 500 or 1,000 other people for the same job. Obviously, it's an employer's market right now, not an employee's market. If you're trying to get a job, it shouldn't just be through the regular process. It should be through people you know. Networking is going to have even more value. Personal connections matter, and people knowing, “Hey, this person actually spoke to me the right way.” You should also know how to use AI, because that's going to give you an edge in getting a job. But actually speaking to someone should happen through networking and connections. Yeah, that's my feeling too—that human interaction is actually going to increase dramatically in value. Because authenticity… that's really the only way to verify authenticity: being face-to-face with someone, a real physical person. That's fascinating. Yeah. But I'll tell you—like I said, I post videos on a regular basis. My mom asked me the other day, “Max, are you using AI, or is it really you?” I said, “No, it's really me. It's not AI.” So it's funny because AI is getting so good that you're not always sure what's real anymore. And even with RFPs—it's not just about submitting proposals or resumes. Personal and human connection is going to become more valuable than ever. If I personally knew every buyer putting out an RFP, I'd rather talk to them directly, one hundred percent. Because it becomes a completely different process.  Yeah, that's spot on. Love it. So, great information. I love the framework: define the problem, determine the audience, create a prototype, build the MVP, test it, and then iterate. That's how you build a digital product—whether it's a website or an app. So if you're out there looking for a solution, Max Kryzhanovskiy and MOS Creative may have the solution for you. So if people would like to connect with Max Kryzhanovskiy and MOS Creative, where can they reach you? People can reach us through our website: www.moscreative.com. They can also find me on LinkedIn under Max Kryzhanovskiy or MOS Creative. They can fill out a form on our website or email us at info@moscreative.com. Fantastic. So if you want an AI-driven platform, definitely reach out to Max. So Max, thank you for coming and sharing your ideas. And I love that you have such a strong vision for AI and that you're actively experimenting within your company, which means your clients will benefit from that as well. And if you enjoyed this conversation, then stay tuned, because every week a successful entrepreneur comes on the show and shares their ideas and frameworks. So thanks for coming, Max—and thank you for listening. Thank you. Important Links: Max's LinkedIn Max's website Max's email: info@moscreative.com

Law firms sell experience — but for decades, harnessing and operationalizing that experience has been a largely manual, chaotic process. In this episode, recorded live at the Legal Marketing Association annual conference in New Orleans, host Bob Ambrogi sits down with Jason Noble, president and chief of product strategy at Ikaun, to talk about how his company is changing that. Ikaun is a managed service and technology platform that helps law firms streamline the proposal and RFP response process — from capturing and organizing matter experience data to using AI to assemble and draft competitive pitches. Jason explains how the platform works, how the arrival of generative AI transformed what was previously possible, and why Ikaun positions itself as a managed service rather than a self-serve SaaS tool. Jason and Bob also get into the bigger picture of how law firms are responding to AI-driven changes in the competitive landscape, whether the billable hour can survive in an AI-augmented world, and whether the RFP process itself will look the same in the years ahead — or whether we're moving toward a future where agents are submitting and responding to proposals with minimal human involvement.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out.   Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner).   Chapters   (00:00) Introduction to ICON and Legal Tech Innovations (02:30) Jason Noble's Journey and Background (05:20) The Evolution of ICON and Its Focus (07:09) Experience Management in Legal Firms (10:30) Gathering Experience Data in Litigation (11:48) How ICON's Platform Works (14:05) The Impact of AI on Proposal Processes (18:07) Current Landscape of RFP Responses (20:31) Differentiating ICON from Competitors (22:45) Knowledge Management vs. Experience Management (24:01) Tailoring Solutions for Law Firms (25:49) Qualities of Successful Law Firms (27:24) Law Firms' Response to AI Integration (29:54) Pricing Strategies in RFP Responses (31:21) Competitive Landscape and AI's Influence (33:27) The Future of Billable Hours (35:50) The Future of RFPs and AI's Role (39:33) Client Satisfaction and Future Directions   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Partner with Jay! https://www.jayschwedelson.com/contactㅤPre-order Jay Schwedelson's new book, Stupider People Have Done It (out June 9, 2026). All net proceeds are donated to The V Foundation for Cancer Research—let's kick cancer's butt: https://www.amazon.com/Stupider-People-Have-Done-Marketing/dp/1637635206ㅤCheck out Jay's YOUTUBE Channel: https://www.youtube.com/@schwedelsonCheck out Jay's TIKTOK: https://www.tiktok.com/@schwedelsonCheck Out Jay's INSTAGRAM: https://www.instagram.com/jayschwedelson/ㅤBig shoutout to our sponsor, Knak!Marketers, you know the pain… You spend hours on a campaign, and then it gets stuck in review cycles and barely looks like what you started with.Knak makes it simple. Design emails and landing pages, collaborate, and launch - all in one place. No tool hopping, no messy handoffs, with AI built in to help you move faster.See how it all works, get started at knak.com/demoㅤMarketing automation platforms are the one piece of the MarTech stack everyone seems to have a complaint about, and Jaina Mistry, Director of Brand and Content at Knak, has a pretty clear theory on why. She joins Jay Schwedelson to unpack what marketers keep getting wrong when picking these platforms, why scoring leads on opens and clicks is a trap, and how a computer science grad who hated software engineering ended up running brand and content for some of the most-loved companies in email.ㅤBest Moments:(02:00) The teenage Buffy fansite obsession that accidentally became a career(04:30) Why being afraid of AI is the worst possible move for a marketer(06:15) The real reason no one ever loves their marketing automation platform(08:00) The shiny-feature magpie effect that wrecks most RFP processes(10:45) Why marketers keep paying for features they have no idea they have(13:00) The case for ditching opens and clicks as scoring signals(20:30) A surprisingly strong soft spot for the Saw movies