Podcasts about rfps

Today's show:In this episode, @Jason and @alex explore how AI is reshaping the economy—from Pano AI's $44M raise to fight wildfires with drones, to Amazon CEO Andy Jassy's memo foreshadowing white-collar job cuts, to Meta's stealth move poaching Scale AI talent. They dig into the collapse of early-career roles, the slow disappearance of the gig economy safety net, and why founders may want to think twice before building in public.Timestamps:(1:52) Travel chaos, laundry issues, and the Airbnb event(3:05) CO2 conference highlights and Zipline drone delivery innovation(5:24) AI's effect on job disruption and white-collar retraining(09:46) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(11:01) Jassy on AI's workforce impact and boosting teacher roles(13:23) Media evolution: market resilience and direct communication strategies(20:08) INBOUND - Use code TWIST10 for 10% o your General Admission ticket at https://www.inbound.com/register (Valid thru 7/31)(21:14) OpenAI's podcast, corporate media shifts, and Twist 500 highlights(30:02) NWRA - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!(31:20) Insurance, AI, and OpenAI's enterprise focus(41:11) Meta and Traversal's AI bets; startup transparency(48:57) TikTok, US-China tension, and data privacy debate(56:43) Actuality.ai's platform for AI-driven RFPs and enterprise pricing insights(1:11:00) Wrap-up and final thoughts with Rishab GuptaSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(09:46) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(20:08) INBOUND - Use code TWIST10 for 10% o your General Admission ticket at https://www.inbound.com/register (Valid thru 7/31)(30:02) NWRA - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Ever wonder what happens when a PR matchmaker draws a hard line against fossil fuel clients? Meet Steven Shimek.In this eye-opening conversation, Keith Zackheim welcomes the owner and CMO of Shimek Strategic—an influential voice who helps determine which agencies win multi-million dollar RFPs. Steven pulls back the curtain on agency practices most clients never see. "What I try to do is educate our world of marketers about what's not in the deck, what's not on the logo slides," he explains, revealing how his network of 5,000+ marketing professionals gives him insider knowledge about which agencies secretly represent oil and gas interests.But this isn't just business—it's personal. After watching Greta Thunberg stand up to "mean, aggressive, angry, belittling people," Steven reconnected with his environmental science roots. He traded his Yukon Denali for a hybrid. He made tough choices. Despite the financial hit, he vowed never to work with agencies representing oil, gas, tobacco or firearms. The conversation takes a fascinating turn when discussing today's political climate, where companies are "green hushing" their sustainability efforts. Yet Steven remains optimistic. "Even if it is hushed, I truly believe companies are still going to do the right thing," he insists, noting that abandoning sustainability triggers "a continuous low roar" of customer discontent. For communications professionals navigating this shifting landscape, this episode offers both practical wisdom and moral clarity from someone who's seen it all—and chosen which side of history he wants to stand on.Steven Shimek is the Owner and CMO of Shimek Strategic, an influential agency matchmaker who has helped over 1,600 companies across 46 countries find their ideal marketing partners. With a Master's in Environmental Science from the University of Colorado at Boulder, Steven combines his deep environmental knowledge with extensive industry experience gained at PR Newswire, Ruder Finn, and Fleishman Hillard. What sets him apart is his principled stance against representing agencies that work with fossil fuel, tobacco, firearms, or private prison companies, despite potential revenue loss. Inspired by climate activists like Greta Thunberg and his own children, Steven has transformed his business into a vehicle for positive change, educating marketing leaders about agency transparency while helping brands find partners whose values align with their sustainability goals.In This Episode:(00:00) Steven's career journey from PR Newswire to Shimek Strategic(08:14) Agencies adopting climate values and sustainability practices(10:39) Steven's environmental science background and personal awakening(14:08) How Steven brings transparency to agency selection process(16:08) Discussion of "green hushing" in the current political climate(19:08) Forecast for sustainability in corporate communications(21:21) Conclusion and information about Antenna GroupShare with someone who would enjoy this topic, like and subscribe to hear all of our future episodes, send us your comments and guest suggestions!About the show: The Age of Adoption podcast explores the monumental transition from a period of climate tech research and innovation – an Age of Innovation – to today's world in which companies across the economy are furiously adopting climate solutions - the Age of Adoption. Listen as our host, Keith Zakheim, CEO of Antenna Group, talks with experts from across the climate, energy, health, and real estate sectors to discuss what the transition means for business and society, and how corporates and startups can rise above competitors to lead in this new age. Access more curated content on the subject by visiting, www.ageofadoption.com.This podcast is brought to you by Antenna Group, an award-winning integrated marketing, public relations, public affairs and digital agency that partners with the world's most exciting and disruptive companies across cleantech, mobility, real estate, healthcare, and emerging B2B tech sectors. Our clients are transformational and distinguished corporations, startups, investors, and nonprofits that are at the bleeding edge of the Age of Adoption. Visit antennagroup.com to learn more.Resources:Steven Shimek LInkedInShimek StrategicAntenna GroupAge of Adoption WebsiteKeith Zakheim LinkedIn

AI is the most powerful tool humanity has ever created. Yet, it's also a black box we barely understand. How do we build the future of work with a system that can make decisions, take actions, and sometimes… make it up as it goes? In today's episode, Babak Hodjat, CTO of AI at Cognizant, joins us to uncover the truth and the hype behind today's most powerful AI technologies. We explore the evolution of agentic AI, multi-agentic platforms, and how organizations like Cognizant are already using AI agents to streamline RFPs, HR systems, and even intranet interactions. Babak exposes the promise and pitfalls of large language models, breaks down AI hallucinations, and debates whether AI truly "understands" anything or just predicts the next word. We also unpack the difference between AI and algorithms, the current capabilities (and limits) of generative AI, and address the ongoing challenge of AI trust, ethics, and resilience in real-world business contexts. Expect mind-blowing stories about AI agents threatening to expose fake affairs, hacking game systems, and working alongside humans in a multi-agent workforce. ________________ This episode is sponsored by Workhuman: Don't you hate how every HR company out there says they are powered by AI? The truth is most difficult if it's just fluff. Human Intelligence™ from Workhuman is one of the few solutions that actually uses AI to help you get insights about your culture by analyzing the recognition data of your workforce. It helps managers coach better, shows you where culture is thriving, and is so effective at helping companies make smarter decisions, Workhuman backs it with the industry's only ROI Guarantee. In a world of noisy tech, this one actually feels... human. Learn more at Workhuman.com and see how Human Intelligence is becoming a force for good in the workplace. ________________ Start your day with the world's top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/

Syed K. Jamal Founder & CEO Board Member Ford Fellow Executive Producer WTIA Alum Measures what matters On a mission to transform education with creative economy Sponsors The Jason Cavness experience is brought to you by Breeze Docs. Request for Proposals AKA RFPs, can be very challenging for Small & Medium-sized Businesses. Breeze Docs, the RFP response platform of choice for SMBs across North America, uses AI to help companies quickly complete RFPs, security questionnaires, and other important business documents.  If you'd like to start winning more RFPs and reduce completion times by up to 80 percent, visit breezedocs.ai to book a demo. By mentioning the Jason Cavness Experience, you will qualify for a free upgrade from Breeze Solo to Breeze AI+ valued at $6,000. Follow the Breeze at www.breezedocs.ai Sign up for free upgrade here  https://www.breezedocs.ai/rfp-response-software-jason-caveness CavnessHR: Seattle's Got Tech Sign up to demo your tech and win prizes for being the best tech  https://docs.google.com/forms/d/e/1FAIpQLSdBV98Am90oAoP08vWaS870Uk7Zp7WVDCwF6PALwlJf5NgmWw/viewform?usp=header Go to www.thejasoncavnessexperience.com for the podcast on your favorite platforms Syed's Bio Syed is an Indian-American entrepreneur and strategic advisor, focused on empowering young people to make informed career decisions and fostering meaningful cross-cultural collaborations. As the Chairman of the Tacoma-Kochi Friendship City Committee, he leads efforts to strengthen film and educational partnerships between India and the United States. An executive producer at 222 Pictures and a trained filmmaker (Mass Communication Research Center, Jamia, New Delhi), Syed serves on the Board of Advisors for The Way Home: Journey of Family and Faith, a documentary exploring the resilience of three generations of Tibetan women striving to preserve their cultural heritage. Syed is also on the board of Tasveer, the only Oscar-qualifying South Asian Film Festival in the world. In this role, he is excited to build film institute partnerships to inspire and engage young people through film production and storytelling. With a dynamic career spanning media, higher education, and nonprofits in both India and the US, Syed brings a unique blend of creative vision and strategic expertise. He actively volunteers with the World Trade Center Tacoma as its India Ambassador, serves on the Board of Directors of the World Affairs Council of Tacoma, and mentors aspiring entrepreneurs through Bridge for Billions.  Additionally, he curates transformative impact projects for Collegey.com and evaluates student initiatives for Rise, a prestigious global talent program by Schmidt Futures and the Rhodes Trust. As a leader in organizational strategy, Syed drives innovation, builds high-impact partnerships, and ensures measurable client outcomes. His professional journey includes pivotal roles in media, academia, and international education, underpinned by his personal experience as an International Ford Foundation Fellow pursuing graduate studies in international affairs. This global perspective informs his vision for initiatives like Collegey and Branta, both of which aim to inspire and support the next generation of changemakers. In 2011, Syed joined the Fulbright Commission to advance the US Department of State's public diplomacy efforts through EducationUSA.  As Communications Manager, he led groundbreaking digital outreach campaigns, cultivated strategic partnerships, and conducted recruitment programs and workshops in collaboration with US Foreign Service Officers. Since transitioning from EducationUSA, Syed has consulted for leading youth and higher education organizations across India/South Asia, Southeast Asia, and the Middle East. In 2015, he founded Branta, a consulting firm that bridges global education and youth networks in the US and youth-centered initiatives in emerging markets. Syed's expertise lies at the intersection of the creative economy, public diplomacy, social entrepreneurship, and impact-driven programming. His passion for fostering global citizenship, project-based learning, and cross-cultural innovation continues to shape his contributions to the education and creative economy sectors.  We talk about the following and other items Syed's Background and Journey The Importance of Poetry and Nature Biking and Favorite Poets Cultural Differences in Poetry Empowering Youth in Career Decisions The Future of Higher Education The Role of College Tacoma's Transformation and Strengths The Creative Economy in Tacoma The Role of Nonprofits in Tacoma Becoming a Filmmaker The Power of Camera Angles in Filmmaking The Impact of Lighting on Perception Changes in the Filmmaking Industry The Evolution of Storytelling Humanizing Homelessness The Role of South Asian Film Festivals The Importance of Social Capital Religious and Cultural Practices in India The World Trade Center and International Trade I nnovation and Creativity Immigrating to the United States The Cost of Private Education The Value of Public Schools The Impact of Socioeconomic Disparities Originality and Courage in Creativity India-Pakistan Relations Introducing Grid City Studio Building Tacoma as a Creative Hub Engaging the Community  Syed's Social Media LinkedIn: https://www.linkedin.com/in/skjamal/ Personal Website: https://www.gobranta.com/ceofounder Syed's Advice   I am not very good at giving advice. I would say just, think about your story a lot. You have a story. Don't underestimate your story. Your story is a collective story of your parents, your neighborhood, your neighbors, your books. It's all part of your story, so don't underestimate your story. Please tell your story, talk about yourself, talk about, the environment you grew up in, things that bothers you. Talk about it. It matters a lot when we talk about our personal things. A lot of people, a lot of time people shy away, they avoid talking about themselves because they think it's showing off.  I don't think it's showing off. You are at your most authentic self when you just talk about your story as your story. So please don't underestimate your stories. We might pick up one of your stories and make a movie out of it.

In this episode of St. Pete X, Joe Hamilton talks with Rudy Webb, President of Paradise Advertising, about the evolution of destination marketing. Webb reflects on two decades in the industry, from faxes to AI, and how his agency helps cities define and promote their identity. He explains how Paradise navigates RFPs, tracks tourism impact without direct sales data, and adapts messaging during crises like COVID-19. Webb also shares how the agency has grown under new leadership and continues to influence national campaigns while staying rooted in St. Pete's community and culture.

What's up everyone, today we have the pleasure of sitting down with Samia Syed, Director of Growth Marketing at Dropbox. Summary: Samia Syed treats martech like hiring. If it costs more than a headcount, it needs to prove it belongs. She scopes the problem first, tests tools on real data, and talks to people who've lived with them not just vendor reps. Then she tracks usage and outcomes from day one. If adoption stalls or no one owns it, the tool dies. She once watched a high-performing platform get orphaned after a reorg. Great tech doesn't matter if no one's accountable for making it work.Don't Buy the Tool Until You've Scoped the JobMartech buying still feels like the Wild West. Companies drop hundreds of thousands of dollars on tools after a single vendor call, while the same teams will debate for weeks over whether to hire a junior coordinator. Samia calls this out plainly. If a piece of software costs more than a person, why wouldn't it go through the same process as a headcount request?She maps it directly: recruiting rigor should apply to your tech stack. That means running a structured scoping process before you ever look at vendors. In her world, no one gets to pitch software until three things are clear:What operational problem exists right nowWhat opportunities are lost by not fixing itWhat the strategic unlock looks like if you doMost teams skip that. They hear about a product, read a teardown on LinkedIn, and spin up a trial to “explore options.” Then the feature list becomes the job description, and suddenly there's a contract in legal. At no point did anyone ask whether the team actually needed this, what it was costing them not to have it, or what they were betting on if it worked.Samia doesn't just talk theory. She has seen this pattern lead to ballooning tech stacks and stale tools that nobody uses six months after procurement. A shiny new platform feels like progress, but if no one scoped the actual need, you're not moving forward. You're burying yourself in debt, disguised as innovation.“Every new tool should be treated like a strategic hire. If you wouldn't greenlight headcount without a business case, don't greenlight tech without one either.”And it goes deeper. You can't just build a feature list and call that a justification. Samia breaks it into a tiered case: quantify what you lose without the tool, and quantify what you gain with it. How much time saved? How much revenue unlocked? What functions does it enable that your current stack can't touch? Get those answers first. That way you can decide like a team investing in long-term outcomes, not like a shopper chasing the next product demo.Key takeaway: Treat every Martech investment like a senior hire. Before you evaluate vendors, run a scoping process that defines the current gap, quantifies what it costs you to leave it open, and identifies what your team can achieve once it's solved. Build a business case with numbers, not just feature wishlists. If you start by solving real problems, you'll stop paying for shelfware.Your Martech Stack Is a Mess Because Mops Wasn't in the Room EarlyMost marketing teams get budget the same way they get unexpected leftovers at a potluck. Something shows up, no one knows where it came from, and now it's your job to make it work. You get a number handed down from finance. Then you try to retroactively justify it with people, tools, and quarterly goals like you're reverse-engineering a jigsaw puzzle from the inside out.Samia sees this happen constantly. Teams make decisions reactively because their budget arrived before their strategy. A renewal deadline pops up, someone hears about a new tool at a conference, and suddenly marketing is onboarding something no one asked for. That's how you end up with shelfware, disconnected workflows, and tech debt dressed up as innovation.This is why she pushes for a different sequence. Start with what you want to achieve. Define the real gaps that exist in your ability to get there. Then use that to build a case for people and platforms. It sounds obvious, but it rarely happens that way. In most orgs, Marketing Ops is left out of the early conversations entirely. They get handed a brief after the budget is locked. Their job becomes execution, not strategy.“If MOPS is treated like a support team, they can't help you plan. They can only help you scramble.”Samia has seen two patterns when MOPS lacks influence. Sometimes the head of MOPS is technically in the room but lacks the confidence, credibility, or political leverage to speak up. Other times, the org's workflows never gave them a shot to begin with. Everything is set up as a handoff. Business leaders define targets, finance approves the budget, then someone remembers to loop in the people who actually have to make it all run. That structure guarantees misalignment. If you want a smarter stack, you have to fix how decisions get made.Key takeaway: Build your Martech plan around strategic goals, not leftover budget. Start with what needs to be accomplished, define the capability gaps that block it, and involve MOPS from the beginning to shape how tools and workflows can solve those problems. If Marketing Ops is looped in only after the fact, you're not planning. You're cleaning up.Build Your Martech Stack Like You're Hiring a TeamMost teams buy software like they're following a recipe they've never tasted. Someone says “we need a CDP,” and suddenly everyone's firing off RFPs, demoing the usual suspects, and comparing price tiers on platforms they barely understand. Samia draws a clean line between hiring and buying here. In both cases, the smartest teams treat the process as exploration, not confirmation.Hiring isn't static. You open a rec, start meeting candidates, and quickly realize the original job description is outdated by the third interview. A standout candidate shows up, and suddenly the scope expands. You rewrite the role to fit the opportunity, not the other way around. Samia thinks buying Martech should work the same way. Instead of assuming a fixed category solves the problem, you should:Map your actual use caseTalk to vendors and real usersCompare radically different paths, not just direct competitors“You almost need to challenge yourself to zoom out and ask if this tool fits where your company is actually headed.”Samia's lived the pain of teams chasing big-budget platforms with promises of deep functionality, only to realize no one has the bandwidth to implement them properly. The tool ends up shelved or duct-taped into place while marketing burns cycles trying to retrofit workflows around something they were never ready for. That kind of misalignment doesn't show up in vendor decks or curated testimonials. You only catch it by doing your own research and talking to people who don't have a sales quota.Buying tech is easy. Building capability is hard. Samia looks for tools that match the company's maturity and provide room to grow. Not everything needs to be composable, modular, and future-proofed into infinity. Sometimes the right move is choosing what works today, then layering in complexity as your team levels up. Martech isn't one-size-fits-all, and most vendor conversations are just shiny detours away from that uncomfortable truth.Key takeaway: Treat your Martech search like a hiring process in motion. Start with a goal, not a category. Stay open to evolving the solution as new context surfaces. Talk to actual users who've implemented the tool under real constraints. Ask what broke, what surprised them, and what they'd do differently. Choose the tech that fits your team's real capabili...

In this episode, we sit down with Valent co-founders Evan Knowles and Ryan Rudd to explore how their Lexington-based startup is transforming how teams respond to RFPs. Through a concept they call Decision Rooms, Valent empowers human teams to collaborate directly with AI agents - streamlining proposal workflows, unlocking collective intelligence, and accelerating revenue across RFP-driven industries like government contracting, IT, and engineering.Expect to learn how teams are collaborating with AI agents to win government and enterprise contracts faster, why traditional software can't handle the complexity of RFP workflows, how Valent's “Decision Rooms” are reimagining business collaboration from the ground up, and what it takes to build a lean AI startup tackling trillion-dollar workflows - right from Lexington, KY.Check out Valent at getvalent.comMiddle Tech is proudly supported by:KY Innovation → kyinnovation.com

Sponsors The Jason Cavness experience is bought to you by Breeze Docs. Request for Proposals AKA RFPs, can be very challenging for Small & Medium-sized Businesses. Breeze Docs, the RFP response platform of choice for SMBs across North America, uses AI to help companies quickly complete RFPs, security questionnaires, and other important business documents.  If you'd like to start winning more RFPs and reduce completion times by up to 80 percent, visit breezedocs.ai to book a demo. By mentioning the Jason Cavness Experience, you will qualify for a free upgrade from Breeze Solo to Breeze AI+ valued at $6,000. Follow the Breeze at www.breezedocs.ai Sign up for free upgrade here https://www.breezedocs.ai/rfp-response-software-jason-caveness The Jason Cavness Experience is brought to you by SmarterQueue. SmarterQueue offers a range of features to supercharge your social media presence: - Stay on top of your conversations with the Social Inbox feature. Gain a competitive edge with competitor analysis.  Get real-time insights with social media monitoring. Build meaningful connections with the Engage feature. Use this link for your free 30 day trial  https://smarterqueue.com?afmc=2kv Go to www.thejasoncavnessexperience.com for the podcast on your favorite platforms Robert's Bio Bob Smedley is a community driven tech enthusiast with a passion for keeping things simple and effective. He is the CIO for Atlas Design Group a structural engineering firm based in Seattle WA that builds affordable housing. He is also a tech consultant serving everyone from small business to the Untied States Government. When asked why he does what he does he says “Be Better!” Bob not only cares about technology but also is community driven, an active member of the Fraternal Order of the Eagles, he has served as a trustee and auditor. People Helping People is the Motto of the Eagles! Whether it is a computer network or an engine, Bob really enjoys fixing things and being able to help his community fix their problems gives him purpose. He has a degree in Computer Information Systems and is certified in Digital Forensics from South Palins College.  We talk about the following and other items The Art of Painting Music and Creativity The Concept of 'Be Better' Space Exploration and Human Potential The Future of Technology and AI Understanding the Average Mindset The Importance of Community in Upbringing Continuous Improvement and Curiosity Balancing Work and Family Challenges in the Military Fraternal Order of the Eagles Living in Seattle and Exploring Washington Role and Responsibilities of a CIO The Importance of Accountability and Trust  Learning from Mistakes: A Personal Story The Role of Urgency in Business Clarity and Communication in Tech Strategy The Significance of Delivery and Execution Embracing Agility and Simplicity The Growing Need for CIO Services The Value of Two-Factor Authentication Why Choose Middle East for Business Solutions Marketing and Sales Strategies The Path to Becoming a CIO Challenges and Lessons in Business The Role of a CIO in Affordable Housing Projects Building Safety and Regulations Continuing Education and Staying Updated Choosing Entrepreneurship Over Corporate Jobs The Challenges of Being a Business Owner Choosing the Right Companies to Work With The Vision for Smedley Empowering Small Businesses The Importance of Time Management Financial Literacy for Small Business Owners The Role of CPAs in Business Leadership and Company Culture The Value of Employee Benefits The Importance of SOPs Lost Knowledge and Skills The Power of Words vs. Guns Debating Veganism and Plant Sentience  Adventurous Eating and Cultural Dishes Cooking as a Creative Outlet Travel Tales and Cultural Insights Foreign Perceptions and Safety Concerns Cultural Differences in Food and Lifestyle Healthcare Experiences Abroad Personal Health Challenges and Treatments Psychedelic Experiences and Ego Death Religious and Spiritual Reflections Curiosity, Knowledge, and Human Condition Understanding Trans and Intersex Identities Cultural Shock: Moving to Capitol Hill Professionalism and Integrity in the Workplace  The Impact of Psychedelics and Marijuana on Veterans Personal Reflections on Leadership and Relationships Choosing Wisdom Over Wounds The Role of Violence in Human Nature Pride in Accomplishments and Helping Others Challenges in Cybersecurity and Hacking Military Experiences and Leadership Decisions The Decline of Common Sense Ignorance vs. Stupidity The Impact of COVID on the Workforce The Importance of Owning Mistakes Future Goals and Aspirations Travel Dreams and Adventures Final Thoughts and Advice Bob's Social Media LinkedIn: https://www.linkedin.com/in/robertsmedley/ Smedley's Website: https://www.robertsmedley.tech/ Email: contact@robertsmedley.tech  Smedley's FB: https://www.facebook.com/SmedleysIT Bob's Advice   It may be hard, but just believe in yourself. Whatever you want to do, when you wanna start your own business. Try and except your failures and own them. You're not gonna hit bullseye every time, but if you don't try, you won't know.

Choosing the right benefits broker is one of the most important decisions an employer can make — and we're breaking it down with MB Chief Growth Officer Anne Marie Singleton. Hosts, Kenzie McEvily and Dave Homan explore why companies go to market, what red flags to watch for and why RFPs might not tell the whole story. Anne Marie shares practical steps for evaluating brokers, the key questions to ask, and how to build lasting, strategic partnerships. Whether you're shopping for a new advisor or evaluating your current one, this episode is packed with expert advice to guide your decision.

On this week's episode, hosts Josh, Chris, and Mark discuss the Dept of Education's proposed budget and what the cuts could mean for K-12 education. Many of the programs may seem distant from our world but the trickle-down effects could be felt immediately for many districts. We also dive into some additional changes at the FCC as well as MS-ISAC, as districts are learning that some services will now have an annual fee. Our main topic this week is the RFP process - the good, the bad, and the ugly side of RFPs as well as how you can improve your RFPs with 5 simple tips. We break down our recommendations for your next RFP into this simple template that you can use to create a proposal that your vendors will want to respond to! https://docs.google.com/document/d/11435vbxeVSTWntTGFxTkzWlBatyEHlCfYEcmlgE6V4w/edit?usp=sharing   00:00:00-Introduction 00:11:30-More changes in the FCC and MS-ISAC 00:15:24-Dept of Ed's proposed budget 00:28:07-Writing a GOOD RFP -------------------- Eaton - What does an IT pro do? A children's book. K12 IT pros like you have been sharing Eaton's What does an IT pro do? children's book with their school's teachers and libraries. Inspire tiny IT pros interest in STEM with Eaton's first children's tale where Honey, the badger, teaches her classmates how an IT pro can be like a doctor, a detective, a teacher and so much more! Grab your free copy at https://forms.office.com/r/JPaKdQptjU.  Fortinet Prey - They are offering a 15% discount on the first year for customers referred by K12 Tech Talk! Visit https://preyproject.com/. NTP ManagedMethods -------------------- Email us at k12techtalk@gmail.com OR info@k12techtalkpodcast.com Call us at 314-329-0363 Join the K12TechPro Community Buy some swag X @k12techtalkpod Facebook Visit our LinkedIn Music by Colt Ball Disclaimer: The views and work done by Josh, Chris, and Mark are solely their own and do not reflect the opinions or positions of sponsors or any respective employers or organizations associated with the guys. K12 Tech Talk itself does not endorse or validate the ideas, views, or statements expressed by Josh, Chris, and Mark's individual views and opinions are not representative of K12 Tech Talk. Furthermore, any references or mention of products, services, organizations, or individuals on K12 Tech Talk should not be considered as endorsements related to any employer or organization associated with the guys.

Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories. 1. RBI in the Spotlight: Will Growth Trump Caution? All eyes are on RBI Governor Sanjay Malhotra today as the central bank gears up to announce its second bi-monthly policy decision of FY26. A 25 basis point cut is widely expected—bringing the repo rate down to 5.75%—marking the third straight rate reduction this year. With inflation easing within the 2–4% comfort zone, the focus shifts to fuelling India's growth engine. The bigger test lies in Malhotra's tone on inflation outlook, GDP expectations, and global headwinds. This policy pivot could shape the economic narrative for the rest of 2025. 2. Tesla Tanks as Trump-Musk War Escalates Tesla shares nosedived over 14%, wiping out $150 billion in value, after Elon Musk and Donald Trump clashed publicly over federal subsidies and EV policies. The tipping point? Trump's threat to cut all government contracts with Musk's firms, including NASA-linked SpaceX, following Musk's claim that Trump “owes him” for the 2016 win. Investors fear political blowback could derail Tesla's robotaxi rollout. Analyst Dan Ives warned, “If Trump hits pause on autonomy, it could delay Tesla's next big bet.” 3. Musk Calls for Trump's Impeachment In a dramatic twist, Musk endorsed a social media post calling for Trump's impeachment and backed JD Vance as a replacement. Then came another bombshell: Musk claimed Trump's name is in the unreleased Epstein files, suggesting political motives for withholding them. Responding to Trump's threat of terminating contracts, Musk declared SpaceX would begin decommissioning its Dragon spacecraft—NASA's key ride to the ISS. As political theatrics spiral, the tech-White House feud is now playing out on the world's biggest stage. 4. OpenAI Academy Launches in India OpenAI has chosen India for the global rollout of its first-ever OpenAI Academy in collaboration with the IndiaAI Mission. Training content will be delivered in English, Hindi, and four regional languages, alongside the IndiaAI FutureSkills portal. With India now hosting data residency for enterprise tools and 34,000 affordable GPUs available, the stage is set for inclusive AI innovation. Eleven nonprofits in India will also receive $150,000 in API credits under OpenAI's AI for Impact Accelerator, empowering AI for social good. 5. Cognizant's Billion-Dollar Win Signals Momentum Amid a tough deal-making climate, Cognizant has quietly clinched a $1 billion contract—likely with UnitedHealth Group—spanning renewal, expansion, and new AI-led work. This marks its second mega-deal in two months, with CEO Ravi Kumar's Infosys-era ties to UHG's Sandeep Dadlani possibly playing a role. With healthcare forming nearly a third of its revenue, the deal offers fresh momentum and showcases Cognizant's edge in closing deals without formal RFPs. While rivals struggle, Cognizant may be scripting a quiet comeback. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Beyond the Resume, host Lisa Flicker sits down with Alex Valente, a former actor turned real estate developer and Principal at Trammell Crow Company. Alex shares his unconventional journey from the stages of Hollywood to the construction sites of Southern California, including how he leveraged acting, tennis coaching, and a deep curiosity to build a successful career in real estate development.From living in 6 communities in 18 months to better understand the renter experience, to leading iconic mixed-use projects in San Pedro, Alex explains why empathy, curiosity, and authenticity matter just as much as spreadsheets and steel beams in today's real estate industry.Whether you're just entering the field or pivoting careers, Alex's story offers a compelling, human-centered view of what it means to lead and grow in development today.Chapters(00:00) From NYC to LA: Acting Dreams and Tennis Lessons(02:40) Breaking Into Real Estate with Help from a Mentor(04:15) IMDb Credits, Soap Operas, and the Cold Case Cameo(06:30) What Acting Taught Him About Commitment and Career Change(07:10) Starting in Real Estate During the Post-Recession Recovery(09:00) Why Trammell Crow & Learning from the Best Matters(11:00) Public-Private Projects, RFPs, and Urban Transformation(12:30) Favorite Project: Vivo on Harbor in San Pedro(14:00) The Power of Retail Activation and Community Engagement(15:20) Living in His Own Projects: Six Places in 18 Months(17:40) Boots on the Ground: What Real Empathy in Development Looks Like(21:00) What Trammell Crow Looks for When Hiring New Talent(23:00) How Acting Informed His Leadership Style in Development(24:00) Final Reflections on Mentorship, Authenticity, and FamilyLinksYouTube: https://youtu.be/9IEv2dqXqfASpotify: https://spoti.fi/35ZJGLTApple Podcasts: https://apple.co/3I3nkG9Web: https://www.jacksonlucas.com/podcast/alex-valente

Evan Poncelet is the Founding Managing Partner at Dreamward Ventures and Executive Director of Venture Black. Where he's shaping the next generation of innovation and Black entrepreneurship. Sponsors The Jason Cavness experience is bought to you by Breeze Request for Proposals AKA RFPs, can be very challenging for Small & Medium-sized Businesses. Breeze Docs, the RFP response platform of choice for SMBs across North America, uses AI to help companies quickly complete RFPs, security questionnaires, and other important business documents.  If you'd like to start winning more RFPs and reduce completion times by up to 80 percent, visit breezedocs.ai to book a demo. By mentioning the Jason Cavness Experience, you will qualify for a free upgrade from Breeze Solo to Breeze AI+ valued at $6,000. Follow the Breeze at www.breezedocs.ai Sign up for free upgrade here https://www.breezedocs.ai/rfp-response-software-jason-caveness The Jason Cavness Experience is brought to you by SmarterQueue. SmarterQueue offers a range of features to supercharge your social media presence: Stay on top of your conversations with the Social Inbox feature.  Gain a competitive edge with competitor analysis.  Get real-time insights with social media monitoring.   Build meaningful connections with the Engage feature. Use this link for your free 30 day trial https://smarterqueue.com?afmc=2kv Go to www.thejasoncavnessexperience.com for the podcast on your favorite platforms Evan's Bio Evan Poncelet is a founding managing partner of Dreamward Ventures and the executive director of Venture Black a nonprofit with the mission to connect, empower, and support Black and ally founders and investors of all experience levels who are specifically interested in pursuing high growth, venture scale, market opportunities. He is a Seattle Angel Conference, VCLab Venture Institute, and BLCK VC Black Venture Institute alumn in addition to having spent 12+ years in the software industry as a developer and program manager in both Seattle and Silicon Valley. His passion for high-impact economic justice is rooted in the legacy of his grandfather who co-founded the Liberty Bank in 1968 to combat the effects of the redlining of in Seattle's Central District which had been the home of the majority of the city's Black residents since its founding a century earlier.  We talk about the following and other items Seattle Tech Community and Collaboration Seattle Tech Week and Inclusion Evan's Mentor and Family Legacy Challenges of Building a VC Fund Investing in Underrepresented Founders Generational Wealth and Financial Literacy The Role of Trust and Networks T he Importance of Intentional Efforts J im Carrey's Commencement Speech and Risk-Taking Economic Shocks and Societal Suppor t Changing Education and AI Systems Mentorship and Wisdom in Society Startup Coaches and Societal Responsibility Underrepresented Founders and Tech Background Networking Events and Professional Connections Evaluating Founders and Business Ideas Angel Investing and Black Founders Personal Journey and Family Influence Cultural Norms and Societal Dynamics The Role of Curiosity and Engineering Investment Strategies and Societal Impact Personal Experiences and Overcoming Adversity The Impact of Technology on Society The Role of Curiosity in Personal Growth The Future of Humanity and Technology The Importance of Collaboration and Competition The Role of Education and Personal Development The Impact of Cultural and Societal Norms Human Experience and Progress Generational Perceptions and Values Cultural and Historical Context Entrepreneurial Qualities and Investment Criteria Red Flags in Investment Decisions Challenges in Entrepreneurship and Venture Capital Diversity and Inclusion in Tech Building a Supportive Ecosystem Personal Growth  Evan's Social Media Email: evan@dreamward.vc. LinkedIn: https://www.linkedin.com/in/evanponcelet/ VentureBlack Website: https://www.venture-black.org/ Evan's Advice The chains of habit are too light to be felt until they are too heavy to be broken.

How to Win Government Contracts: Federal Sales Blueprint That Even a 10-Year-Old Can Master (My Kid Did!)"This is the blueprint for winning government contracts" - Former Air Force Lt Col Richard Howard breaks down the exact 4-step federal sales process he used to manage $82 BILLION in contracts. So simple, he taught his own 10-year-old (and his 6-year-old knows the secret too).Stop responding to RFPs blind. Learn to reverse engineer the process, influence opportunities BEFORE they go public, and build relationships that put you first in line when contracts drop.

Why do deals stall even when your pipeline looks strong?In this episode of SaaS Fuel, Jeff Mains sits down with Mike Lander—former procurement director, dealmaker of over $500M in contracts, and now a sought-after negotiation strategist. Together, they unpack why focusing on buyer risk is the secret to closing more SaaS deals with less friction.You'll learn:How to build trust by focusing on the buyer's world—not your pitch.Why most sales fail due to qualification, not presentation.How to work fewer opportunities but close more deals.When to walk away from RFPs—and why that's a win.Key Takeaways00:00 – Why focusing on you kills trust with buyers 00:27 – Welcome to SaaS Fuel with Jeff Mains 01:15 – Your pipeline isn't broken—your qualification might be 02:00 – The new sales equation: trust, credibility, risk reduction 03:27 – Guest intro: Mike Lander and $500M in deal experience 06:13 – Where discounting goes wrong 10:56 – Why buyers choose safe over best 14:03 – Risk perception and the value equation 16:18 – Myths salespeople believe about procurement 18:04 – “Procurement is where deals go to die” – and why that's false 30:23 – Mike's framework for working fewer, better deals 35:32 – The hidden dangers of RFPs 46:00 – Can AI replace salespeople? Where humans still matter 51:13 – Will AI negotiate against AI? 52:06 – Where to learn more about Mike 53:01 – What's coming next on SaaS Fuel Tweetable Quotes“The more you focus on your deal, the less the buyer trusts you.” – Mike Lander“Want to close more? Qualify better. The pipeline's not broken—your filters are.” – Jeff Mains“Risk trumps ROI in the buyer's mind. Reduce risk, increase value.” – Mike Lander“Buyers don't want persuasion. They want sleep.” – Jeff Mains“Procurement isn't the end of a deal—it's the beginning of alignment.” – Mike Lander“If AI handles the process, humans better handle the purpose.” – Jeff MainsSaaS Leadership LessonsTrust isn't built on your product—it's built on understanding the buyer's risk.Qualification problems—not sales problems—are why most deals stall.The best sellers help buyers sleep at night, not just buy faster.Procurement isn't the enemy—it's your hidden advantage if you understand their framework.Saying “no” to bad-fit RFPs leads to higher win rates.Even with AI in sales, human insight into motivation and value remains irreplaceable.Guest ResourcesEmail - mike@piscari.comWebsite - https://piscari.com/LinkedIn - https://www.linkedin.com/in/mikelander/Episode SponsorSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code ‘SaaSFuel'Champion Leadership Group – https://championleadership.com/SaaS Fuel ResourcesWebsite -

Send us a textThis is a very special episode featuring our sponsor, Starbridge. Justin Wenig, Founder and CEO of Starbridge, joins us to discuss how school spending creates barriers to EdTech innovation. Justin previously co-founded Coursedog, scaling it to over 300 institutions and a nine-figure exit. With Starbridge, he's now helping EdTech businesses navigate public sector procurement using AI to identify and close their best-fit leads.

In this episode of The Tech Chef Podcast, Skip Kimpel welcomes Chris Herd, co-founder and CEO of Olive, the AI-powered platform that's redefining how businesses approach vendor selection, RFPs, and strategic sourcing. Chris shares his journey from tech sales to entrepreneurship, the pain points that inspired Olive's creation, and why the traditional RFP process is fundamentally broken.Together, they explore how Olive eliminates bias, accelerates decisions, and empowers consultants, operators, and vendors to collaborate more effectively. Whether you're tired of bloated spreadsheets or questioning the future of your consulting model, this conversation offers a refreshing, forward-thinking take on how to evaluate and adopt technology in a smarter way.Key Takeaways:The RFP Is Broken: Traditional RFPs are slow, manual, and often biased. Olive offers a collaborative, agile alternative powered by AI.AI as an Assistant, Not a Replacement: Rather than replacing consultants, Olive empowers them to work more efficiently, scale faster, and deliver more value by automating tedious tasks.Vendor Fairness & Objectivity: Olive doesn't accept vendor payments, reducing bias and ensuring a level playing field in the selection process.Smarter, Faster Decisions: From consolidating stakeholder input to auto-analyzing vendor responses, Olive dramatically shortens timelines and improves project outcomes.Beyond Hospitality: While widely used in restaurants and hotels, Olive's platform is industry-agnostic and scalable across enterprise sectors.The Future of RFPs? According to Chris, the term “RFP” might be obsolete in five years. Instead, decision-making platforms will lead the wayHow To Contact Me:Websitehttps://SkipKimpel.com (all archived shows and show notes will be posted here)https://magicgate.comInstagram:https://instagram.com/skipkimpelhttps://www.instagram.com/magicgatetech/X (Twitter):https://twitter.com/skipkimpelhttps://x.com/magicgatetechFacebook:https://www.facebook.com/skipkimpel1/https://www.facebook.com/magicgatetechLinkedIn:https://www.linkedin.com/in/skipkimpelhttps://www.linkedin.com/company/magicgateYoutube:https://www.youtube.com/@magicgatetechYou can always email me at: skip@magicgate.com

David Berteau, President and Chief Executive Officer of the Professional Services Council (PSC), joins Mike Shanley to discuss the federal funding market. The conversation focuses on the shifting federal market, new opportunities, and strategies for government contractors. Specifically, the following topics were discussed in this episode: Budget Message to PSC members The role of congress key takeaways - federal growth implications for current and prospective federal contractors Common and uncommon aspects of this transition RFPs and bid process   RESOURCES: GovDiscovery AI Federal Capture Support: https://www.govdiscoveryai.com/   BIOGRAPHY: Mr. Berteau became the President and Chief Executive Officer of the Professional Services Council (PSC) on March 28, 2016. With more than 400 members, PSC is the premier resource for and advocate of the federal government contracting industry. As CEO, Mr. Berteau focuses on legislative and regulatory issues related to government acquisition, budgets, and requirements by helping to shape public policy, leading strategic coalitions, and working to improve communications between government and industry. PSC's goal is to improve outcomes and results for the government through better use of contracts and contractors.  Prior to PSC, Mr. Berteau was confirmed in December 2014 as the Assistant Secretary of Defense for Logistics and Materiel Readiness. He oversaw the management of $170 billion in Department of Defense logistics funding.  Previously, Mr. Berteau served as Senior Vice President at the Center for Strategic and International Studies (CSIS), where his research and analysis covered federal budgets, national security, management, contracting, logistics, acquisition, and industrial base issues. He also held senior positions in industry and the federal government.  Mr. Berteau is a Fellow of the National Academy of Public Administration and a Director of the Procurement Round Table. He has been an adjunct graduate school professor at Georgetown University, at the Lyndon B. Johnson School of Public Affairs, and at Syracuse University's Maxwell School.   LEARN MORE: Thank you for tuning into this episode of the Global Strategy Podcast with Mike Shanley. You can learn more about working with the U.S. Government by visiting our homepage: Konektid International and GovDiscovery AI. To connect with our team directly, message the host Mike Shanley on LinkedIn.

If you're submitting government proposals in 2025, this Government Contract Proposal Checklist could be the difference between winning and losing. In this exclusive interview, GovClose graduate Desmond Daniels breaks down the 5 biggest mistakes companies make on federal RFPs — and how to avoid them. Whether you're new to government contracting or looking to sharpen your proposal writing strategy, this checklist is your secret weapon. #GovernmentContracts #ProposalChecklist #FederalRFP #rfp Get My Free Training On How to start a GovCon Consulting Business: https://www.govclose.com/sales-certificationThis is the exact process GovClose students use to land high-paying roles in federal sales, even with zero prior experience.What You'll Learn:1. Why public sector sales jobs can outperform tech and pharma2. The freelance-first strategy to get hired without applyingHow to reverse-engineer any company's federal roadmap3. The secret weapon: public federal spending dataHow to turn a small consulting call into a full-time offer▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Want to follow the same roadmap?Visit https://www.GovClose.com to learn more about the GovClose Certification Program.Follow Me On Linkedin: https://www.linkedin.com/in/govclose/Subscribe to our YouTube channel: https://www.youtube.com/@govclose/?sub_confirmation=1

Brian Kemski wants to know how to stop prospects from ghosting him. He asks question that plagues salespeople everywhere: "What can I do about prospects who go through the process, seem interested, and then disappear into the witness protection program after I give them my information?" If you've been in sales for more than a week, you know exactly what Brian is talking about. You have a great discovery call, you build rapport, you send over your proposal or pricing...and suddenly—radio silence. The prospect ghosts you, leaving you frantically checking your email every five minutes and wondering what the hell happened. In this Ask Jeb episode of the Sales Gravy Podcast I'm going to teach you how to prevent it. You Gave Away Your Leverage for Free During our conversation, I asked Brian to consider what he'd do if I offered him $100 to go get me a Big Mac. He wasn't interested. When I upped it to $200, he started considering it. At $500, he was ready to make the trip. Why? Because at $500, the value exchange made sense to him. Your sales information works exactly the same way. Your pricing, specs, and solutions have real value. When you hand them over without getting anything in return—especially before completing your sales process—you're essentially giving away hundred-dollar bills for free. And once you give away all your value, the prospect has no more reason to talk to you. Understanding Power and Leverage in Sales In most sales situations, your prospect has more power than you do because they have more alternatives than you. They can choose your competitors or simply decide to do nothing. The only way to level the playing field is through leverage—something you have that they want because it provides value to them. It's like that hurricane example I gave Brian: If there's a hurricane in Miami, all the power is out, and you're the only person selling ice, you have all the power because there are no other options. But in normal business situations, your prospect has plenty of options, which gives them power. Your information is the leverage that gets prospects to "dance to your tune." Once you give that away without getting anything in return, you've surrendered all your power. Your Sales Process Should Be a Value Exchange Here's what your sales process should look like instead: Use discovery calls to build value: Ask questions that help prospects think differently about their problems. Create insights they can't get elsewhere. Meet multiple stakeholders: Insist on speaking with everyone involved in the decision. This builds relationships across the organization and prevents ghosting. Present your proposal in person: NEVER email a proposal. Your proposal meeting should be a closing meeting where you're getting a yes or no. Look for engagement at every step: If prospects aren't willing to invest time and effort in your process, they're showing you they aren't serious. Each step of your process should involve the prospect giving something (usually time and information) to get something from you. This creates what psychologists call the "investment effect"—the more effort people put into something, the more they value it. The RFP Trap The clearest example of giving away leverage is responding to RFPs without conditions. When you fill out all that information and send it without meeting the decision-makers, you'll rarely hear back. My approach? "I'm not filling out all that information until you meet with me." If they want your solution badly enough, they'll meet. If they don't, you've saved yourself hours of wasted time. I practice what I preach, but I'm not perfect. Just last November, I spent 12 hours on a proposal I knew had little chance of closing because I'd skipped steps in my own process. I gave away my leverage for free, and they ghosted me—exactly as I predicted they would. I have to relearn this lesson once or twice a year. Maybe you do too.=

Let's talk about something that's not acknowledged enough in the VA world, but that's almost always at the root of the biggest struggle new and growing virtual assistants face. You're not getting hired. Not because you're not talented or capable. But because your confidence hasn't caught up to your potential yet. There's a reason this episode is called Confidence First, Clients Second. Because it's the truth. Your confidence is the foundation and everything else flows from that. Without it, you're going to hesitate, procrastinate, and undercharge. You'll be afraid to promote yourself, unsure how to talk to potential clients, and second-guess every decision you make. And when that kind of energy shows up in your business, it's also what potential clients pick up on, even if you don't realize it. Now, I want to be really clear here. This doesn't mean that you have to feel 100% confident before you can land your first client. That comes with experience. But if you're stuck in a place where you're doing all the things... posting content, scrolling job boards, applying to RFPs, and nothing is working, the issue probably isn't strategy. It's probably YOU. If you're struggling to get clients right now, I want you to take an honest look at how you're showing up. Are you confident? Clients are secondary. Confidence is the starting line. That's the shift that turns effort into results. Believe in you and your clients will too. Remember that quote we started with: With confidence, you have won before you have started. Approach each conversation you have as that winner! That's your key. If you need help finding your confidence I can help. It's the only reason I'm here at all is to help you become a ridiculously good VA. Reach out to me on social media to chat. Let's have that conversation where I can make that light bulb come on for you, to remind you of how amazing you are! And if you want to work with me, check out all of the ways you can do that, from free stuff to private coaching options at YourVAMentor.com/links Thanks for tuning in this week, I'm Tracey D'Aviero The Confidence Coach for VAs - I'll see you next time!

In today's episode of The Daily Windup, we have our guest who shares valuable insights for small businesses looking to secure government contracts. We talk about the importance of understanding the target company and its procurement needs. Advising small businesses to research the company's upcoming bids and analyze the scope of work in previous or draft requests for proposals (RFPs). By identifying areas where your company excels and can offer better value, small businesses can approach the larger company and propose a partnership. We also provide you resources for conducting research, such as the Federal Procurement Data System (fpds.gov), where small businesses can look up contracts won by a company. Additionally, you can explore the General Services Administration (GSA) schedules and search for labor categories or products that align with your own offerings. By conducting thorough research beyond the surface-level information on a company's website, small businesses can identify potential opportunities and increase their chances of partnering with larger companies for government contracts.

The freight market doesn't work the way most people think it does, and Chris Caplice is here to explain why. As the Chief Scientist at DAT Freight & Analytics and Executive Director of MIT's FreightLab, Chris has spent years studying the breakdowns in routing guides, the myth of economies of scale, and why AI isn't a magic bullet for bad freight strategy. In this episode, we're diving deep into how shippers, brokers, and carriers can use benchmarking and dynamic tools to build more resilient freight networks and avoid the common traps in RFP season. Key takeaways: Freight contracts often fail because they're built around ghost lanes that never move freight. AI works best when applied to unstructured transportation data, not generic pricing models. Dynamic routing guides and benchmarking tools help reduce failure points in traditional RFPs. Economies of scale don't really exist in truckload—scope and flexibility matter more. Smart freight strategy comes down to understanding your network's quirks, not copying someone else's.LINKS:Chris' LinkedInDAT Freight & Analytics WebsiteDAT Freight & Analytics on CargoRexWATCH THE FULL EPISODE HEREFeedback? Ideas for a future episode? Shoot us a text here to let us know. -----------------------------------------THANK YOU TO OUR SPONSORS! Are you experienced in freight sales or already an independent freight agent? Listen to our Freight Agent Trenches interview series powered by SPI Logistics to hear from the company's agents on how they took the leap and found a home with SPI freight agent program. CloneOps AI-powered phone operations for inbound and outbound calls with speed, scale, and efficiency. Our virtual agents handle high-volume interactions, automate workflows, and deliver real-time insights, freeing your team to focus on growth. Designed for logistics, retail, and beyond—seamless communication, smarter conversations, faster resolutions. CargoRex – Your Logistics Hub. Explore, discover, and evolve with the all-in-one platform connecting you to the top logistics tools, services, and industry voices. Whether you're a leader, researcher, or creator, CargoRex helps you stay ahead. Explore Now Digital Dispatch maximizes your #1 sales tool with a website that establishes trust and builds rock-solid relationships with your leads and customers. Check out our website services her...

Connect to John Gilroy on LinkedIn   https://www.linkedin.com/in/john-gilroy/ Want to listen to other episodes? www.Federaltechpodcast.com The federal government is releasing so many RFIs and RFQs that it is increasingly challenging to select which ones to respond to. For example, let us say you get 60 requests. You do not have an equal chance to win any of the sixty messages. Do you assign the same amount of time to each one? Do you review each and rank the chances of success? What about the time you used in the ranking process? Remember, you could jeopardize your chances of winning if you do not respond promptly. Deep Water Point & Associates offers one solution to this dilemma. During the interview, Brian Seagraves describes a system called “North Star” that leverages AI to look at an opportunity and give it a grade for your specific company. A ranking of 0—100 means you will not waste time or effort on a proposal that will go nowhere. As a “proof of concept,” John Milward from Axxa painted a picture of a solution. In 2023, he was drowning in responding to opportunities. He started using the North Star system and has experienced drastic improvement. Brian Seagraves reminds the audience that the federal government still awards contracts and sends out RFPs. During stressful times, it is always best to keep a cheerful outlook and increase the number of opportunities for your company.  

How can a large language model help your organization answer government RFPs? Carl and Richard talk to Vishwas Lele about his startup pWin, as in proposal win. Vishwas talks about being a year into the startup and his deeper understanding of how AI technologies can augment skilled operators to produce better quality products in less time, including responding to RFPs. The conversation digs into tuning the LLM to focus on the data relevant to each section of the RFP so that the operator can interact with the tool and build better responses!

How can a large language model help your organization answer government RFPs? Carl and Richard talk to Vishwas Lele about his startup pWin, as in proposal win. Vishwas talks about being a year into the startup and his deeper understanding of how AI technologies can augment skilled operators to produce better quality products in less time, including responding to RFPs. The conversation digs into tuning the LLM to focus on the data relevant to each section of the RFP so that the operator can interact with the tool and build better responses!

Today, we're featuring Beagl's founder, Eric Williams, to discuss focusing on daily execution by automating RFP processes! Eric highlights the importance of brand reputation, sustainable business models in freight, winning RFPs through trust and network strengths, and why brokers need to understand their business execution capabilities, deliver ongoing value, and engage in strategic calls to build trust and filter viable prospects!   About Eric Williams Eric is a logistics leader with over a decade of experience driving sales, pricing, sourcing, and technology strategy across top industry players. At Target, he managed $450M in annual freight spend and delivered over $120M in savings during his tenure. He's held leadership roles at US Foods, DAT, and XPO, leading initiatives in consolidation, fleet optimization, pricing model development, and RFP centralization. Before logistics, Eric spent a decade as a member at the Chicago Mercantile Exchange. He holds a Political Science degree from the University of New Mexico and is a former West Point cadet.   Connect with Eric Website: https://www.beagl.ai/  LinkedIn: https://www.linkedin.com/in/eric-w-a7826b6/  

Want to grow your drone business, book high-paying contracts, and get FAA-authorized for restricted airspace? This episode reveals how Jason Flakes did it—step by step. In this episode of Elevating Drone Life, Rob talks with Jason Flakes, the award-winning founder of Visual 14, about how he turned a career setback into a thriving commercial drone business. You will discover how he uses cinematic storytelling, strategic proposals, and FAA-compliant flight operations to build his six figure drone business.  From filming Amazon Prime documentaries to winning a 3-year aerial contract over a 16-mile metro line, Jason shares hard-won insights on: Pricing drone services with confidence Getting FAA authorization in restricted zones Submitting winning RFPs (and how to ask for a debrief) Capturing footage that looks like it came from a Hollywood set Turning raw content into recurring revenue Whether you're just starting out or looking to scale, this episode is a masterclass in real-world drone success. Want to fly like a pro and get paid what you're worth? Discover 40+ industry-leading courses right from FAA Part 107 prep to advanced mapping, modelling and inspections.  Go here ? https://www.thedroneu.com Timestamps: [00:00] Learn about our guest, Jason Flakes and his background [06:00] Laid off ? Launched business [13:00] From architecture to drone media [19:00] Discovering the power of drone storytelling [28:00] Behind the 3-year metro rail aerial contract [34:00] FAA drone rules explained (and how to build trust) [42:00] How to price drone jobs the smart way [48:00] Licensing, deliverables, and protecting your work [52:00] Gear talk: Mavic 3 Pro vs Inspire 2 + DJI ban [57:00] Upcoming documentaries and mindful filmmaking Resources & Links - Jason's Website – https://visual14.com - Instagram – https://instagram.com/jasonflakes - Mocktail Monday – Buy the Book - TED Talk – Putting Hustle Culture to Rest ? Watch - The Hustle Equation – Buy on Amazon (replace with live link) Want free tools to jumpstart your drone career? Download our Drone Pilot Starter Kit Learn to Master the Skies and Build Your Confidence as a Drone Pilot. The Drone Starter Kit is a collection of 3 amazing courses worth $97 - all for free. https://learn.thedroneu.com/bundles/drone-flying-starter-kit  Stay Connected Like this episode if it helped Subscribe & turn on notifications for weekly pro tips Share this video with a friend who's trying to break into the drone industry #DroneBusiness #DroneFilmmaking #FAA107 #DronePilotLife #DroneContracts #StorytellingWithDrones

Get the GovClose Certification: https://www.govclose.com/sales-certification If you're submitting government proposals in 2025, this Government Contract Proposal Checklist could be the difference between winning and losing. In this exclusive interview, GovClose graduate Desmond Daniels breaks down the 5 biggest mistakes companies make on federal RFPs — and how to avoid them. Whether you're new to government contracting or looking to sharpen your proposal writing strategy, this checklist is your secret weapon. #GovernmentContracts #ProposalChecklist #FederalRFP #rfp Want Desmond to write your next proposal? Email him at: info@danielsenterprises.llcFree Book Download: https://www.dodcontract.com/00:00 Introduction: Making It Easy for the Government to Say Yes01:18 Understanding the Government's Perspective03:43 Mistake #1: Assuming the Government Knows You04:07 Mistake #2: Repeating the Scope of Work10:34 Mistake #3: Poor Formatting17:43 Mistake #4: Weak Presentation of Past Performance24:23 Mistake #5: Non-Compliance29:18 Conclusion and Final Thoughts#GovernmentContracts #ProposalChecklist #FederalRFP #GovClose #WinGovernmentContracts #ProposalWritingTips #GovernmentProposal #RFPStrategy #ContractingSuccess #DesmondDaniels #GovContracting2025 #SmallBusinessContracts #GovBidTips #FederalContracting #GovSalesStrategy

A frustrated CEO, a legacy system no one liked, and a looming contract deadline — this episode unpacks the story of how one team broke out of vendor-driven inertia and took back control of their tech strategy. What started as confusion and friction turned into clarity and confidence, all through the power of intentional facilitation and a tightly structured two-day workshop. You'll hear how a group of cross-functional stakeholders aligned on priorities, identified risky assumptions, and rapidly shaped a new path forward — including a validated RFP and scoring rubric — in just 16 hours. This episode is packed with practical tips for anyone facing a big, high-stakes decision with too many options and too little time. Inside the episode... A CEO's challenge with legacy tech and vendor pressure How a two-day workshop turned chaos into clarity The role of facilitation in accelerating strategic alignment Stack ranking, 2x2 matrices, and other prioritization techniques Why solo work before group discussion makes a huge difference Designing better user stories from the ground up Using ChatGPT to draft faster, better RFPs and rubrics How to spot and de-risk your most dangerous assumptions Tactical facilitation tips for running your own workshop The impact of intentional structure, breaks, and focus Mentioned in this episode ChatGPT RFP (Request for Proposal) templates and scoring rubrics Integral's Plus/Delta/Learn framework Facilitation techniques like 2x2 matrices, stack ranking, dot voting Data integration planning Unlock the full potential of your product team with Integral's player coaches, experts in lean, human-centered design. Visit integral.io/convergence for a free Product Success Lab workshop to gain clarity and confidence in tackling any product design or engineering challenge. Subscribe to the Convergence podcast wherever you get podcasts including video episodes to get updated on the other crucial conversations that we'll post on YouTube at youtube.com/@convergencefmpodcast Learn something? Give us a 5 star review and like the podcast on YouTube. It's how we grow.   Follow the Pod Linkedin: https://www.linkedin.com/company/convergence-podcast/ X: https://twitter.com/podconvergence Instagram: @podconvergence

 In this episode of Untangled, Jan Baan — the legendary founder of Baan Company and pioneer in enterprise software — unpacks the deep flaws of today's ERP systems. From the rise of microservices to the misuse of RFPs and the myth of SaaS perfection, Jan calls for a smarter, more flexible future for public sector technology. He dives into how governments can modernize without vendor lock-in, how AI should serve the user (not the vendor), and why the “job to be done” mindset is the path forward. This is a bold, unscripted masterclass in tech strategy from the man who helped invent the category. 

We are in part two of our series on RFPs and this week is all about responding. Tom and Tab help equip you with crucial strategies for effectively evaluating and responding to unsolicited Requests for Proposals. Learn how to determine if an RFP is worth your time (even without a prior relationship!), identify key indicators like competitor associations and process efficiency, and assess solution fit. Discover the power of engaging directly with problem owners and crafting tailored, high-quality responses that stand out from the price-driven crowd.

Want to know what it takes to win more bids, contracts, and RFPs? In this episode of How to Sell More, Mark Drager sits down with Alex McPhail, one of Canada's leading bid managers with over 35 years of experience in complex government procurements for defence, cyber, aerospace, and more. Alex breaks down the realities of winning massive government contracts, as well as how to navigate the most demanding procurement processes.    In Episode 106, you'll learn: ✅ The strategy behind winning hundred-million to billion-dollar proposals ✅ How shrewd contractors legally play the RFP "game" ✅ Why relationships don't matter in government contracting (and what actually wins contracts) ✅ What a Capture Manager does and why you need the right team in place ✅ The brutal "go/no-go" process that can dramatically improve your win rate ✅ Why making information easy to find is the #1 factor in winning proposals ✅ Who your true "customer" is during the proposal process (hint: it's not who you think)   Meet today's guest: Alex McPhail is the President and CEO of EXA Consulting Group and the Author of Win Big The EXA Way: The Comprehensive Guide to Capture and Proposal Leadership. He is also a recognized public speaker, lecturer, and podcaster in business leadership, Canadian procurement, and government contracting processes. Ready to play a procurement process to your advantage so you can sell more? Listen to the full episode now!  

On episode 824 of WHAT THE TRUCK?!? Dooner is waking up with the rest of the world to the new tariff world order. With reports of ocean bookings plummeting, small shippers getting hit with customs bills they can't afford, and financial markets in disarray - how bad will freight get hit?  Junction Collaborative Transport COO Ian Weiland brings the port trucking perspective as his drayage firm services the SoCal ports. We will find out what the word on the ground is and how port trucking will ocean volume declines drive the truck load market back into a freight recession?  Eric Williams just founded a FreightTech firm focused on RFPs called Beagl Technologies. Williams also just left a gig with Target's logistics team. We'll get deep insight on how retail will handle tariffs. We'll also find out how Beagl plans to shake up the RFP process, and how freight bids are looking now.  Chapters 3:12 Tariffs and port trucking | Ian Weiland 18:16 Avoiding tariffs 18:36 Retail impact of tariffs | Eric Williams 32:16 Rebuilding RFPs | Eric Williams Catch new shows live at noon EDT Mondays, Wednesdays and Fridays on FreightWaves LinkedIn, Facebook, X or YouTube, or on demand by looking up WHAT THE TRUCK?!? on your favorite podcast player and at 5 p.m. Eastern on SiriusXM's Road Dog Trucking Channel 146. Watch on YouTube Check out the WTT merch store Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 824 of WHAT THE TRUCK?!? Dooner is waking up with the rest of the world to the new tariff world order. With reports of ocean bookings plummeting, small shippers getting hit with customs bills they can't afford, and financial markets in disarray - how bad will freight get hit?  Junction Collaborative Transport COO Ian Weiland brings the port trucking perspective as his drayage firm services the SoCal ports. We will find out what the word on the ground is and how port trucking will ocean volume declines drive the truck load market back into a freight recession?  Eric Williams just founded a FreightTech firm focused on RFPs called Beagl Technologies. Williams also just left a gig with Target's logistics team. We'll get deep insight on how retail will handle tariffs. We'll also find out how Beagl plans to shake up the RFP process, and how freight bids are looking now.  Chapters 3:12 Tariffs and port trucking | Ian Weiland 18:16 Avoiding tariffs 18:36 Retail impact of tariffs | Eric Williams 32:16 Rebuilding RFPs | Eric Williams Catch new shows live at noon EDT Mondays, Wednesdays and Fridays on FreightWaves LinkedIn, Facebook, X or YouTube, or on demand by looking up WHAT THE TRUCK?!? on your favorite podcast player and at 5 p.m. Eastern on SiriusXM's Road Dog Trucking Channel 146. Watch on YouTube Check out the WTT merch store Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to another insightful episode of Build a Better Agency! Today, host Drew McLellan returns with guest Lee McKnight from RSW to dive deep into the findings of the new 2025 Outlook report, exploring the evolving landscape of agency-client dynamics. As a key industry player, Lee brings a wealth of knowledge about the intersection of innovative trends and client expectations. In this enlightening discussion, Drew and Lee unpack the promising data from the report, which suggests an optimistic outlook for agency-client spending in the coming year. They tackle critical topics such as the enduring power of referrals, the rising significance of direct outreach, and the crucial role of consistent and targeted content in building authority and securing new business. They make it clear that agencies need to embrace these insights to tailor their strategies effectively. The pair also delve into the complex topic of competition from in-house teams and how agencies can strategically position themselves as indispensable partners through specialized expertise and forward-thinking strategies. Highlighting the potential of AI in both business development and operational efficiency, Drew and Lee emphasize the importance of agencies staying ahead of the curve to maintain relevancy and competitiveness in an ever-changing market.  This episode is packed with actionable insights and expert advice that can help you refine your approach to business development, client retention, and trend adaptation. Whether you're looking to cement your agency's authority or navigate the nuances of modern client demands, this episode offers the guidance you need to thrive. Don't miss out on learning how to align your agency's efforts with the expectations of 2025 and beyond.  A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here. What You Will Learn in This Episode: The alignment and discrepancies in spending optimism between marketers and agencies  The persistent and pivotal role of referrals and outreach in agency-client relationships Embracing AI for research and operational efficiencies without undermining creativity The evolving dynamics of in-house agency work versus external agency engagements Navigating the world of RFPs with a focus on strategic selectivity Demonstrating value through differentiated expertise and specialization Leveraging short-form video content to engage and attract potential clients  

Mark Shriner is the Co-Founder and CEO of Breeze Docs, a Gen-AI-powered RFP response platform Sponsors Salalabs - North America and 8-Bit Contest Salalabs specializes in delivering IoT, AI, and Machine Learning to streamline operations and drive innovation. Save up to 70 percent on development costs and 32 percent on time with Salalabs. For more info, email contact@salalabs.com or reach out to Jason Cavness  We are also brought to you by 8-Bit Content, a content marketing agency specializing in boosting awareness and leads for its partners' businesses. As a listener of The Jason Cavness Experience, you can receive a free site audit to help identify opportunities for growth or improvement. Simply visit or emailwill@8bitcontent.comto get started.  Go to www.thejasoncavnessexperience.com for the podcast on your favorite platforms Mark Shriner's Bio Mark Shriner is the Co-Founder and CEO of Breeze Docs, a Gen-AI-powered RFP response platform that helps companies reduce the time needed to respond to RFPs, RFIs, security questionnaires and other important business documents by up to 90 percent. Mark has held several leadership positions including CEO Asia Pacific, for CLS Communication a leading translation provider in the financial services space and Director of Client Engagement North America & Japan for adaQuest a Microsoft Cybersecurity and Compliance Gold Partner. Through his consultancy, M3 Cloud Solutions, Mark has helped a wide variety of companies with market entry and expansion plans in Asia, North America, and Europe. He has also published two books on sales, including “The Inside Game; How to become a top performing salesperson and enjoy every step of the way.” Was Mark has created three business podcasts including The Secure Talk Podcast that discusses cybersecurity and compliance issues and businesses. After publishing 140 episodes, Secure Talk was purchased by a leading cybersecurity start up based in the Seattle area.  His other two podcasts are memoQ talks and The Grow Fast Podcast where he talks to leading sales and marketing professionals on topics related to sales and marketing. Mark was born and raised in Seattle, but has spent over 20 years living and working in Asian countries including Japan, Korea, Taiwan, Hong Kong, and Singapore. When he's not working Mark enjoys spending time with his family. He also likes a wide variety of outdoor sports including sailing, and enjoys reading, talking, and most of all, learning.  We talk about the following and other items Daily Routines and Personal Well-being Podcast Dynamics and Personal Connections Hiring and Leadership Insights Alcohol and Social Interactions  Cybersecurity and Personal Data Protection Podcasting and Personal Growth  Religion and Philosophical Reflections RFP Responses and AI Automation capabilities  Pricing and Marketing Strategies Podcast Audience and Sponsor Engagement Cultural Differences in Business Practices  Sailing and Nature Appreciation Technological Advancements and Their Impact The Debate on Universal Basic Income (UBI)  Homelessness and Social Issues Travel and Cultural Insights Future Plans and Personal Reflections Discussion on Podcast Interviews and Guest Preferences Challenges in Podcast Interviews Importance of Coaching and Personal Development  Experiences with Martial Arts and Healthcare in Vietnam Breeze Docs and Government Contracts Networking and Business Growth  Personal Development and Life Goals  Breeze Docs Business Strategy and Future Plans Mark's Social Media Mark's LinkedIn: https://www.linkedin.com/in/markshriner/ Website: https://www.breezedocs.ai/ The Growth Fast Podcast: https://www.youtube.com/@growfastpodcast Mark's Advice What do they say about advice, don't give it because wise men don't need it and fools won't listen.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training   Does your agency do spec creative work for pitches? How do you decide which pitches are worth your time? Do you have criteria for pitches that will positively impact your agency? Pitching is a very condensed and unreal way to work and many times you spin your wheels without producing the best results. Today's featured guest specializes in connecting brands with ideal agency partners, employing a meticulous approach to matchmaking benefitting both parties. The process of selecting a client-agency partnerships is intensive. For agencies looking to stand out, the key lies in demonstrating their unique value proposition and gaining a deeper understanding of what brands are looking for and how to evaluate which pitches would bring more benefits for the business. Tom Denford is the co-founder and CEO of ID Comms, an advisory and analytics firm dedicated to helping brands optimize their media strategies. With extensive experience in conducting pitches, Tom provides valuable tips on what makes a pitch successful, why agencies should consider whether their capabilities match the project, and other important questions to ask to decide who to pitch for. In this episode, we'll discuss: No more spec work: resetting client expectations. Focusing on big name clients. 4 questions before pitching a client. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources Wix: Today's episode of the Smart Agency Masterclass is sponsored by Wix Studio, the all-in-one platform designed to help agencies scale without the headaches. With intuitive tools, robust native business solutions, and low maintenance, Wix Studio lets your team focus on what matters most—delivering exceptional value to your clients. Ready to take your agency to the next level? Visit wix.com/studio and discover how Wix Studio can transform your workflow, boost profits, and strengthen client relationships. Finding The Best Agency Candidates to Work with Brands Tom's agency primarily serves marketing and procurement leaders in consumer-facing brands. They help them building internal teams to manage media, finding and contracting pitches, and providing analytics to ensure that every marketing dollar is utilized efficiently. As he sees it, his services can be summed up as follows: Finding candidates that meet the clients' needs. Once they establish a scope of work or a particular ambition on the part of the brand, they make a list of agencies that have the capabilities to service that scope. Taking money off the table. Tom and his team don't want the final decision between agencies to come down to price, so they try to be very clear about the media rates they can get and what the terms and conditions will be. Give the clients space and time. Clients need space and time to fall in love with the people since ultimately, even in global pitches, the relationships are what will matter the most. No More Spec Work: How to Reset Client Expectations For years, agencies have been strategically working to redefine their approach to client acquisition. The traditional pitch process, which often requires creatives to offer their intellectual property without compensation, has become increasingly problematic. Tom believes it's not appropriate for brands to expect creatives to give away their ideas, as it is their intellectual property. On the media side, he says, pitches tend to come with conditions, wherein the advertiser will have rights over the work. Agencies should seek to change the dynamic by offering a paid brainstorm session. The client will have the right to keep any ideas that result from that session and the agency gets paid for their work and has the opportunity to turn that session into a larger agreement. Some clients won't like the idea of a paid session and that's okay. The point is to try to move away from the norm of work without any guarantees. Working with multi-million dollar companies that can't sit down for a meeting or paid session with several agencies, Tom knows it all comes down to the capabilities first and foremost. Although it's fair that the customer gets to stress test the agency's capabilities, he is very against the idea of treating the selection like a beauty pageant. Hence, he asks his CMOs to write down a brief detailing exactly what they expect from an agency, in terms of capabilities, culture, etc. so they can bring the best candidates to them. In the end, it's fair for both brands and agencies can develop their own set of rules regarding how to evaluate a potential relationship. Should You Focus on Having Big-Name Clients? Many agency owners fall into the trap of equating success with high-profile clients, feeling pressured to impress their peers with a roster of recognized brands. In reality, you don't need to work with the biggest clients to have a successful agency and you don't have to pursue them if you don't want to. You can walk into agency events not having worked with the biggest brands but knowing your business is far more profitable than many there. Separate your ego from those types of decisions so you can differentiate when a client will actually be good for the business. Having clarity about your goals will allow you to make those decisions. Do you have a clear vision of your goals with the agency? Have you outlined who your ideal client is and the niche you want to focus on? If not, then ask yourself what would you do and who would you be working for if you were paid on performance only? Lack of clarity is something Tom deals with as reviews proposals from agencies driven more by ego than strategic intent. They want to say they won a very lucrative deal with a big brand but are not thinking whether they have the capabilities to do the work or have a clear idea or how it will positively impact their business. Such approaches are fraught with risk and can ultimately undermine an agency's reputation and financial stability. 4 Questions to Ask When Deciding Whether to Pitch Tom mostly works with brands looking for agency partners and has useful tips for agency owners and CEOs to assess potential opportunities. He advises agency owners to always ask themselves these four questions when reviewing a pitch brief: Is it winnable? A lot of pitches are more like clients trying to start a pageant and solicit ideas without the intention of presenting a genuine opportunity. If there's a consultant like himself involved, Tom suggests calling them to see what the brand really wants and make decisions based on that. Do we want to win this? Winning new business can be enticing, but not every opportunity aligns with the agency's vision or long-term goals. So reflect on your strategic priorities because you can do far better pitching three times for the right clients than pitching ten times without a clear understanding of how the opportunity fits into your overall strategy. Can we win this? This is where you assess your capabilities in relation to the brief. If you truly don't have those capabilities, Tom advises you don't waste your time. Stretching your competencies too thin leads to disappointment and reputational harm. How can we win this? Do you really understand how the decisions are being made? Tom sees many agencies rush in thinking it's all about the ideas. Meanwhile, creativity is but a small part of the evaluation criteria. So what is the real criteria? Knowing this is how you'll make an actually informed decision. If you can say yes to these four questions, then go ahead and make your pitch. This selective approach will not only save agencies time but also allows them to focus their efforts on opportunities that align with their capabilities, culture, and vision. 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.

Sales with ASLAN hosts Tom and Tab just started a new series we promise you will want to take notes for. In Part 1 we dive deep into mastering the art of handling Requests for Proposals (RFPs). Discover how to shift from seller-centric tactics to customer-centered strategies, leverage the 'Big and Bold' approach to engage decision-makers early, and navigate the challenging "dark phases" of procurement. Tom and Tab will give powerful negotiation insights to ensure your solutions are valued beyond price. Tune in to start winning more deals and prepare your team to confidently handle RFPs from day one!

We just started a new series that we promise will have you taking notes. In Part 1 of our RFP Series, we dive deep into mastering the art of handling Requests for Proposals (RFPs). Discover how to shift from seller-centric tactics to customer-centered strategies, leverage the 'Big and Bold' approach to engage decision-makers early, and navigate the challenging "dark phases" of procurement. Join Tom and Tab to gain powerful negotiation insights to ensure your solutions are valued beyond price. Tune in to start winning more deals and prepare your team to confidently handle RFPs from day one.

#22: Partner and Founder at Studio Lyon/Szot reveals how his eight-person firm went head-to-head with global giants – and won. This is the ultimate David vs. Goliath story, packed with raw insights, bold strategies, and the mindset shifts that made it possible. If you've ever wondered how a small firm can punch above its weight and land game-changing opportunities, this episode is for you.PS - If you're a growth-minded firm owner or leader, apply to join us inside The Studio - https://growthitect.com/studioHere's what you'll learn in the episode: → The counterintuitive strategy Studio Lyon/Szot uses to stand out against industry titans.→ Why doing it all yourself is a trap, and how Andrew balances hands-on work with smart delegation.→ The secret to making clients see your value: Andrew's take on selling architecture without selling.→ How to stay profitable while delivering a high-touch, personal client experience.→ The real reason fee negotiations go wrong… and why discussing scope adjustments upfront changes everything.→ Why being small is a superpower: the unexpected advantage that helps boutique firms land massive projects.→ The storytelling edge and how Studio Lyon/Szot turns narratives into winning pitches.(05:38) Swinerton partnership leads to New York opportunities(09:06) How to solve client problems in unexpected ways(11:29) The power of collaboration in design problem-solving(14:07) Why strategic problem-solving gives firms a competitive edge(16:50) How consistent staffing drives project success(24:53) Shifting how clients perceive an architect's value(27:05) The key to building successful client partnerships(29:39) Balancing client value without undercutting(33:46) Managing expectations and adjusting fees effectively(37:13) Why design fees shouldn't be tied to project costs(39:22) The smart way to prioritize client needs in negotiations(43:44) How a strong, authentic story makes small firms stand outGROWTHITECT RESOURCES→ Apply to join The Studio - https://growthitect.com/studio → Join thousands of architects on the free Growthitect newsletter - https://growthitect.com/join STAY CONNECTED→ Follow on LinkedIn→ Follow on Instagram→ Subscribe on YouTube→ Follow on Twitter

Analyze data and research with expertise on demand, and automate workflows with intelligent agents in Microsoft 365 Copilot. Analyst thinks like a data scientist and Researcher like an expert, so you can uncover insights, validate logic, and generate expert-level reports in minutes. And using Microsoft Copilot Studio, build your own autonomous AI agents to streamline multi-step processes with deep reasoning, like responding to RFPs or synthesizing internal knowledge, incorporating Copilot Flows as automated actions. No need for perfect prompts—just describe what you need, and Copilot will reason through the task, surface key insights, and deliver actionable results faster than ever.  Jeremy Chapman, Microsoft 365 Director, walks you through how to use these AI-driven agents step-by-step, from data analysis to research and automation. ► QUICK LINKS: 00:00 - Reasoning agents in Microsoft 365 Copilot 00:59 - Analyst 02:58 - Researcher 04:46 - How it differs from other models 05:29 - How to build your own deep reasoning agent 07:58 - Wrap up ► Link References To get started, check out https://aka.ms/CopilotReasoning ► Unfamiliar with Microsoft Mechanics? As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft. • Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries • Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog • Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast ► Keep getting this insider knowledge, join us on social: • Follow us on Twitter: https://twitter.com/MSFTMechanics • Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/ • Enjoy us on Instagram: https://www.instagram.com/msftmechanics/ • Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics  

Dave Rumble is Director and Executive Chair of the Maistro Group. Maistro has long been a specialist in helping companies with RFPs and vendor selection. The Maistro platform helps companies to make better sourcing decisons adn their database has very prescise details on thousands of suppliers. Maistro recently introduced the ability to have natural conversations with the database using generative AI, so B2B buyers can engage with the information in the database without needing to build complex queries. Our conversation came about because Forrester Research recently noted that 9/10 B2B buyers are now asking Gen AI for advice and help when selecting a supplier. Mark Hillary wrote an article exploring this and it was noted in the comments that tools like Maistro offer an advantage over the more general publicly available information on suppliers... Mark called Dave to explore how B2B buyers are changing and using AI to find CX suppliers. https://www.linkedin.com/in/david-rumble-4a4a09b/ https://www.maistro.com/   https://www.linkedin.com/pulse/original-human-created-content-more-essential-than-ever-hillary--1vi7f

In this episode, Jack Cochran and Matthew James are joined by Manisha Raisinghani, Founder and CEO of SiftHub, to discuss how AI is transforming the Presales landscape. They explore how SiftHub's AI sales engineer helps solutions teams consolidate tribal knowledge, automate repetitive tasks, and increase productivity. Manisha shares insights on leveraging AI for RFPs, POCs, and competitive intelligence, while emphasizing that AI serves as a sidekick to enhance SEs' strategic value rather than replace them. To join the show live, follow the Presales Collective's LinkedIn page or join the PSC Slack community for updates. The show is bi-weekly on Tuesdays, 8AM PT/11AM ET/4PM GMT. Follow the Hosts Connect with Jack Cochran: https://www.linkedin.com/in/jackcochran/  Connect with Matthew James: https://www.linkedin.com/in/matthewyoungjames/ Connect with Manisha Raisinghani: https://www.linkedin.com/in/manisharaisinghani/ Links and Resources Mentioned Join Presales Collective Slack: https://www.presalescollective.com/slack SiftHub: https://www.sifthub.io/  Timestamps 00:00 Welcome 03:34 Manisha's journey to founding SiftHub 08:12 SE to AE ratios in different organizations 13:10 The changing role of SEs in relationship building 15:06 Three main buckets of SE work and how AI can help 16:30 The evolution of tribal knowledge 20:40 SaaS proliferation and knowledge fragmentation 26:51 How SEs can leverage AI effectively 31:02 Using AI to analyze POCs and RFPs Key Topics Covered The Evolution of Tribal Knowledge From undocumented information to knowledge scattered across platforms How AI can consolidate knowledge from Slack, Salesforce, call recordings, and more Leveraging recorded conversations to preserve context and insights SE Challenges and AI Solutions Managing repetitive questions from sales teams and product managers Handling documentation tasks and RFP responses Creating custom solutions across different industries and regions The Changing SE Role Shift from technical support to relationship building Evolving buyer journeys requiring deeper technical engagement Balancing solutioning, question-answering, and demo responsibilities Measuring AI Impact Time savings on RFP responses and repetitive questions Using freed-up time for strategic activities and better customer engagement Supporting more deals simultaneously with AI assistance AI as a Teammate Using AI to enhance rather than replace SE capabilities How AI can work 24/7 across global teams The future of visual and diagram-based AI assistance

The 16:9 PODCAST IS SPONSORED BY SCREENFEED – DIGITAL SIGNAGE CONTENT All kinds of people in this industry are very aware that while there is lot of dodgy stuff, there is also lots of well made display technology available from Chinese manufacturers who have zero brand recognition outside of that country. Buy potential buyers don't tend to have the time or resources to make the big flights over the Pacific to visit China and directly source reliable manufacturing partners. And they really - if they're smart - don't want to just order stuff, and then cross their fingers and toes hoping the stuff shows up, lines up with what was ordered, works, and then meets necessary certifications. Jacob Horwitz saw an opportunity to create a new company that functions as something as a boutique digital signage distribution company that sources, curates and markets display and related technologies that its resellers can then take to market. Horwitz will be familiar to a lot of industry people for a pair of installation companies he started and ran the U.S. - IST and later Zutek. In both cases, he sold the companies, and he could have just retired ... but he didn't want to retire. Nor did his wife, because a Jacob with too much time on his hands would make her crazy. So he started Illuminology with a longtime industry friend and business partner Stephen Gottlich, who for many years ran the digital file for Gable. I caught up with Horwitz to talk about the origins and rationale for Illuminology, which is just spinning up but has some big plans. Subscribe from wherever you pick up new podcasts. TRANSCRIPT Jacob, it was nice speaking with you. You have started a company called Illuminology, which sounds like you started a cult, but I think that's not what it is.  Jacob Horwitz: Not yet, no, We hope it will be at some point, a good following, but first off, Dave, thanks for having me. It's been nine years since you and I first chatted on a podcast. I don't know if you realize that. It was December of 2016, and we had just finished, I think maybe the nationwide rollout of Burger King, you and I had a chat about that, and it's hard to believe nine years have gone by.  This was when you had IST?  Jacob Horwitz: Installation Service Technologies was a nationwide installation and service company, that was sold in 2018 and then a year later, I restarted a company called Zootech, and I was approached by a customer who was looking to be entrepreneurial and that company is now owned by Karen Salmon. It's a woman-owned business mow, and her father was the founder of Powerpoint of Sale. I took a couple of years off. I have a person that I have worked with for 30 years, my business partner, Stephen Gottlich. I think you've met Stephen, and he has been working with Gable Signs for the last 17 years and I think what Illuminology is now is a culmination of really two parallel journeys. Stephen took a traditional sign company 17 years ago down a path of innovation, and Gable went from a bending metal traditional sign company to a visual solutions company my background, which has been installation and service for the last 20 years, brings together two people who are a little bit older than when you and I first talked nine years ago.  It was probably 60 pounds ago when I talked to you for the first time. I'm a little gray or a little wiser and a little bit older. So the two of us come from really parallel journeys in different areas of digital signage, and we wanted to create something a little different in the United States. We'd seen some business models and other parts of the world that seem to be working. So we wanted to create a marketplace that would expand digital signage to companies interested in expanding their scope of business. So we focus a lot on traditional sign companies other technology-type companies, and installation companies. They all have some type of footprint in the verticals with technology but they're not carrying digital signage.  So we thought, how do we expand digital signage to reach a lot more people? And we've come up with this business model.  So for people who are completely unfamiliar with it, how do you describe it in your elevator pitch? Jacob Horwitz: The easiest way to describe it is to think of us as a traditional distributor of digital signage to authorized resellers. Much like a Blue Star, B&H, except that we're very boutique, and we're very focused, and we're very passionate. Stephen and I are not, we've been fortunate in business. I'm 65, Stephen is 70-ish, so we know we don't have a lot of time to build something that's going to take years and years, but we wanted to build something special.  So you would be like, an Almo or those kinds of companies, but much more focused specifically on digital signage?  Jacob Horwitz: … And being able to support them differently. So take a digital traditional sign company, next month, we'll be at the International Sign Show in Las Vegas, the USA, and a lot of those people are digital, but it's amazing how many fast signs, and banners to go, those types of places that are selling digital signage today and have no idea what digital is. They're very old and traditional.  I think of it if you sold typewriters or telephones a couple of decades ago and you didn't evolve in the IP phones and computers, you're probably not in business anymore. So we're taking a lot of those types of sign companies. We have a course called Illuminology University. We take them through an 8 to 10-week course. These are live training classes and curricula we put together to train them about what is a sign in digital singage, what's LED, what's LCD, what is GOB versus COB, just really teaching them about the industry and they have a lot of reach in the verticals that traditional people selling digital signage today don't have. The other thing that makes us unique. When you go to traditional companies like Blue Stars, you don't have everything available under one distributor. We have an experience center that's opening next week in Kansas City. It's a supermarket of visual solutions, so you'll be able to see not just LED or LCD, but you're also going to see light boxes, you're going to see different kiosks, you're going to see where AI comes into play with digital signage, you're going to have a good understanding in our experience center of the programmatic side of how things can be monetized with a digital retail network. I think that because of the 30 years that Steven and I have been involved in technology and in the last twenty in digital signage, we can be much more of a boutique to help people with a wider range of solutions, not just a traditional 55-inch monitor, but LED posters, you had on your blog a few weeks ago that digital desk, which is part of our showroom, so I think it's about innovation. I think it's about a wider range of solutions, and it's hopefully in our last chapters of life, having a lot of fun with our partners.  So I assume if I call or contact one of the larger distributors who do unified communications, do all kinds of different things, and I start asking them about it, I'm a POS company, I have a customer who's asking me about menu boards and things like that. I don't know where to start.  If you talk to a larger distribution company, they have a sheet or a system that lists all the stuff they have and they can rattle off, here's what we have, what do you want, whereas you're saying because you're much more focused on this area and you have an experience center, people could come in and you can try to find something that's tailored to their needs as opposed to what we have.  Jacob Horwitz: Yeah, I think that all those traditional distribution models are very good at taking orders and taking money. A couple of them even have some departments where they're trying to help you with that consultive part of the business but I think at the end of the day, from my installation side, conservatively, we installed well over 400,000 displays in every kind of vertical you could imagine when I owned IST.  We did the new SoFi Stadium. We did all of their point of sale. Arlington Stadium, we did all of their digital assets when Daktronics had contracted us. And Stephen has done every kind of hardware installs you could think of when he was with Gable. So I think that being able to work with a company and be there to hold their hand too, we've already gotten on a plane and gone to sales calls with our partners. You're not going to get that from a traditional distributor. We work and do the RFPs with them. We work with them on pricing and quotes. So it's a little bit different than just trying to take an order so I think that's what makes us unique and the education and our school of hard knocks, you know, god knows, we've made an awful lot of mistakes in 20 years So I think we're gotten pretty good at what we do.  So are you selling strictly third-party stuff, or are there products that fall under the Illuminology brand or a related brand?  Jacob Horwitz: We've been going back and forth for a decade now to China. Stephen and I's first project together, was Simon Properties, 250 malls, and one of the largest media networks for digital out-of-home in the country, we designed the kiosk 10 years ago that they were still using and running in their malls, and that was a factory direct where we worked directly with the factories, built a kiosk, and were able to give Simon an amazing solution, especially where technology was 10 years ago.  So through that experience and over the last decade, we've met absolutely the best factories in China. There are a lot of stereotypes of what a Chinese factory could look like, and until you go and you see the automation and the technology there, God knows you've done it. You've been all over the world. It's not what a lot of people think. So we work directly with factories. We are creating two brands. There are more later on in the year, we are white labeling or branding our product. There'll be a line of displays called LightScapes, and then there'll be a line of kiosks called EasyOSK. So these are part of our longer-term business plan to have a brand. So you're not just saying, well, we bought these from some factories in Taiwan Korea Vietnam and China. We work very closely with the factories. We work very closely with people like AUO who are on the display side, and the panel side, and we will have some things that are unique within that brand. It will not just be the same product that everybody can buy. But because we're doing factory direct because we've got ten-year relationships with these factories, and they know Stephen and me well. We've been going except during COVID several times a year to China. I think that we're able to buy from them at incredibly good pricing and pass those savings on to our resellers. So what if you had a Chinese manufacturer that's strong domestically in that country and has a lot of them trying to come to the U.S. or over to Europe and say, here we are, and not get anywhere, would you sell their product under their brand or would it have to fall under one of your brands? Jacob Horwitz: No, we sell generic products as well. So for example, that desk that you talk about, I was in that factory last month. The person who owns that factory is a very small equity owner within Illuminology because we've known her for ten years and anything that comes from any factory out of China, she will go do that quality check before it ever hits the container to get over here. So she's a very instrumental part of our business over there, but we sell some of the stuff out of her factory as a generic product. It's not necessarily branded with LightScapes. It might be branded with Illuminology, but when you go look at the certification tags and serial numbers, it's still her company name on it, whereas LightScapes and EasyOSK are true white-labeled products that are going to be unique to us. Does that get around any regulatory issues in terms of what can come over from China if it's coming through you?  Jacob Horwitz: The regulations that are driving everybody in our industry crazy right now are the tariffs. But, to us, I think some of the big things that you don't see out of Chinese companies are the right approvals. We're very focused right now on our products being a UL or UL equivalent. There are five or six laboratories that are like MET. That is exactly like UL. It's UL-approved. We had a very large factory send us apart to test and they looked at it yesterday and we already rejected it because the power supply was not a UL-approved power supply. We said, we're not even going to test it.  So I think that those are things that are not regulatory from the U.S., but they're important to us, from a safety side, especially when you're working with enterprise tier one customers, they, have to have the right certifications, but I think the only thing that's causing us headaches is not the regulatory side, but, trying to figure out the right pricing with tariffs and how we handle that. Cause it's changing by the day.  Jacob Horwitz: Every time I look up, I'm afraid to look at the TV to see if it's higher or whatnot, but all of our pricing that we post to our dealers today is a landed cost from Kansas City. So it's including if we had inbound shipping or we had tariffs, we don't want our resellers to have to worry about that and they know that this is the pricing and if the tariffs go away, then we can lower that price. But if it goes crazy, they need to be prepared. We're working closely with some factories right now in Taiwan, Korea, and others in Vietnam so that we have a backup solution because right now the lion's share is coming from China.  If it's touched in Taiwan or touched in Vietnam, but with Chinese components, does that make a difference? Jacob Horwitz: Yeah, we just had that problem. We had ordered some stuff that came in from Canada, and this was before the Canadian tariff of 25%. This was two-three weeks before that, and we got a bill for tariffs, and we were talking with the U.S. Customs and the experts at DHL and UPS, and it turns out, if you're buying something from, for example, the great area of Canada, where you're sitting at home, but the company we bought it from manufactured their part in China when they ship it to us and their commercial invoice to U.S. Customs asks the company in Canada, where the country of origin it was manufactured and even though I bought it from Canada, had no idea that the part I ordered was not manufactured in Canada, we got hit with that 20 percent tariff on that product, and that surprised us. We didn't think it through or understand and the hard part is even when you talk to the absolute top people at U.S. Customs at the borders that are doing this, they're not even sure hour by hour what the rules are. So it's been hard.  We had another container come in and we had, I think, a $7k or $8k tariff. This is when it was 10%, but it landed in the U.S. before the tariff started and they still would not release it without us paying the tariff. Two days ago, we got that money back from U.S. customs. They realized they shouldn't have even charged it. It was before the date the tariff started. But unfortunately, by the time we released it, they held it hostage for a bit. So it's a hard situation, but we're going to work with other countries and I think that everybody's in the same boat, and I think in terms of pricing, our distribution model is much like the traditional guys. It's on a very low margin. So we have to have a lot of resellers that are looking to expand their business. So I'm curious about markets like Vietnam and India, which I keep hearing about, having gotten into electronics and being alternatives to Korea, Taiwan, particularly China, is that industry, particularly on the display side, mature enough now to buy products from there?  Jacob Horwitz: Since September, I've visited sixteen different countries across the world, I think on three or four continents and getting ready for the right factories and the right things and just enjoying travel at the same time, and the one thing that surprised me is how far behind the U.S. is compared to a lot of parts of the world and how much digital signage you see. Also, when you talk to these people what they're paying for digital signage throughout other parts of the world is far less money than the U.S. customers paying us companies for digital signage. The margins in Asia and Europe are much thinner than the traditional margins that resellers have been getting in the U.S.  Our motto, and you see it across our website, is “The Best for Less”, and we have tried to find the best factories in the world and be able to give it at a price that is not greedy. That's a win for us, for our resellers, and most importantly for the companies that are trying to buy and put that digital signage into their business so they can inspire and tell a story to their customer. And I think that even in the smallest towns of Vietnam, you still see digital outdoor LEDs on the sides of buildings and you go into the shopping malls and it's far more digital than you see here. So that was interesting to me as I've got to travel the world in the last four months. Is it a function of cost or awareness?  Jacob Horwitz: I'm not sure, but I'm assuming first it's a function of cost because where they're working on margins that are so much less, it allows that to get into people's businesses, and when you're charging $1k for a 55-inch commercial grade LCD, 500 nit monitor, it's a barrier to entry. So we're trying to brand something and bring something to the market where we can be 20% less to the end user than a lot of the traditional things, and we think we've accomplished that. The tariffs hurt us a little bit, but they hurt everybody by and large. So I think that's really why the U.S. is slower. I don't want to use the word greed. I own businesses, but people have tried to get margins that I don't think you can get anymore, and I think that you're going to have to find other ways to monetize your business through the installation side, through the content side, and I think that it's also helping companies. It's a big part of what we do. I think of Chris at Stratacash, he has a whole area where he helps monetize their solutions and it's helped, and we're looking at that closely. We're working with three or four companies right now where we can have our resellers work directly with them and educate their end users on how they can monetize the solution, through advertising in certain verticals. Not all verticals are conducive to digital out-of-home, but most are.  So that's an important part of how we're going to help move products into places that normally maybe couldn't afford to put the right solutions in. I assume that there are all kinds of people in North America, the U.S. in particular, who are aware that they can buy stuff via AliExpress or whatever. But they've heard enough to know, yes, you can pay substantially less, but you have to cross your fingers when it shows up.  Is Illuminology positioned as a safe harbor way to do it? Like we're doing the sourcing, we've figured that part out so we could pass on those savings without all the worry. Jacob Horwitz: Look to me, those sites are a lot like a box of chocolates. You never really know what you're going to get when that product shows up. As I said, even with the sample we got from somebody yesterday not being the right display, UL, and approvals, we're not going to be a website where you can buy whatever you want. It's going to be very focused on innovation. It's going to be the same factories. As I'm sure you've seen I get if I get one I get at least three emails every day from some Chinese factory trying to sell you whatever and everyone is a nickel cheaper than the other and I think that's just Pennywise and quality foolish.  So we're not going to be that it's going to be the best for less, and if we can create this supermarket of visual solutions, and it's a great product and the pricing can hit the street to an end user, double-digit, less expensive, and we are distributing through companies that have reached where the traditional resellers aren't touching, then we think that will help expand digital signage across the U.S.  So these would be reached to like the sign companies you mentioned, maybe the point of sale technology companies, those kinds of companies?  Jacob Horwitz: I have a guy I talked to a couple of days ago who sells medical devices. Nothing to do with digital signage. He's out there every day selling blood pressure machines or whatever medical devices he's selling and in the last few days, I've probably talked three times to him now about the opportunity he has to do stuff in the medical world because he's already out there calling on places to put in screens and some LED posters. And, so I think it's all kinds of places that maybe haven't even thought about incorporating digital signage into their end-user business, and these people are now educating why being able to tell a story through digital is so much better than a static sign.  So yeah, it's been enlightening to see all the different verticals you can all of a sudden make inroads that you never thought about. Yeah. So many companies are just going down the same familiar path of chasing QSRs, chasing retail, and I've always advised people to look at those other kinds of companies that already have established trust with your target vertical who supply other things to them and partner with them. Jacob Horwitz: Yeah, it's been interesting. When I was doing the installation side, we did a lot of QSR, McDonald's, Burger King, Sonic, Del Taco, that type of stuff, and a lot of them have seen a few of the first initial posts we've done and they're calling and asking more of what we can do and I'm excited just about window technology whether that be an LED, a double-sided LCD hanging in the window of a fast food restaurant is so much more effective than printing two breakfast sandwiches for $5 and shipping it out to the store, hoping the manager puts it in the window during the promotional time. Half the time, three weeks after the motions are over, they still have that digital thing in there saying breakfast sandwiches or the static poster thing, and then at 10:30 when breakfast is over, they're still talking about breakfast sandwiches instead of talking about Value meals or other desserts or other things they could be buying during dinner. So it makes nothing but sense to have those assets in there.  But the people who are buying their outdoor digital menu board don't even offer that product. So we feel that a supermarket with a full set of solutions, in a C-store to be able to do a stretch screen and a gondola and still do their monitors over their register and doing their digital menu board and having things that inspire people to walk in from the pump into the C-store, we have that full range of product where a lot of people just don't have a full range of offerings to that.  When you say a full range of products, is it purely display technology, or does your supermarket have other things?  Jacob Horwitz: We do light boxes, which are just an aluminum extruded frame that hangs on a wall with backlit LED, but it's a fabric, you see them in every airport. So we do a lot of light boxes, and that's a very affordable and very effective solution. It's a static display, but it pops.  We are doing music. We have partnered with CloudCover. CloudCover is owned by SiriusXM, I believe, and Pandora, because we think that it's part of the whole experience, it's touching all the senses of when you go into that business, we think music is a really important part of branding your business. So there are several out there that are there. We've hitched our ride there on the software side. Because we have to support the dealers, we have, we offer two software platforms, and it's because of relationship and stability and they're the best. There's a saying, if you're the smartest guy in the room, you're in the wrong room and so we've partnered with people that make me where I am not even close to the smartest guy in the room. We love working with Navori. We think Jeffrey Weitzman is amazing. So we offer to our partners and we've worked aggressively to have a good distribution model in Navori to our partners and potential end users. So if I'm sitting in a room with Jeff Hastings, I'm not the smartest guy in the room anymore. So we offer BrightSign, and BrightAuthor, and the players we go with are either the Navori or the BrightSign players, and we offer that CMS. They're not. The cheapest CMS, you had a great interview with Alistair and what they're doing and I listened to you last night. So there are a lot of options, but we have to support the dealer network. So to be able to have a dealer that wants to go off and do a different CMS, we support that. They can send us software and we'll test it to make sure, particularly if it's going to be SOC, that what they're using is going to run properly on that version of Android. So we'll support them that way or just before we order the product, we'll go into our lab and throw that on, but we can't support that dealer network on how to use the CMS. We have BrightAuthor and Novori, and we're good, and then we have two full-time people thatwho NOVA certified. So on the LED side, we're no, we have NOVA-certified experts, so we can help them with Novastar. So we can support that, but we can't support every CMS. So we encourage them, especially if they need a 4-a-month CMS, then I think that Alistair is a great solution, and there are a lot of those types of companies out there. But that won't be us. We'll have a couple of CMS, we'll have the music solution and we hope we can create a visual experience and a sensory experience that when they walk into an end user that's bought a product through one of our resellers, that product's inspiring consumers to spend more money. You and Stephen are hands-on with this, but how many other people do you have working with you?  Jacob Horwitz: Oh gosh, I've tapped into a lot of my old employees in a lot of years, so Stephen and I have known each other for 30 years. For us, it's more passionate at this age. It's certainly not about really the money. This is because your wife said you need to do something.  Jacob Horwitz: After years of being in the house and driving her crazy every 10 minutes, she made it clear I will either go find a job, or I'll have to support her next husband. So that had a little bit to do with it. But Stephen and I are wired the same way. It's about quality. It's about good solutions. It's never been about trying to make money on this. I think it's helping people. The people that I've brought in, I have a Project Manager who worked for me starting 15 years ago, and now she's ahead of our marketing, Becca, and she's been with me for a decade and a half. The girl in my accounting department has been with me for over 15 years. I have a fragment in the house Legal who is my full-time in my old business and they've all been around at least 10 or 15 years. My CIO has been with me since 1999. So he was in college when he started. So we've got a good, like Stephen and I, that these are not newbies to this industry. One of my Project Managers started with me when we first talked nine years ago when she was a Senior Project Manager for Burger King. So, everybody that I've surrounded myself with so far, there's been at least a decade of hitting the shows, doing the installs, and that school of hard knocks. So have you got 20 people, 40 people? Jacob Horwitz: Right now, we're a team of maybe ten or eleven people. I have three people coming in next week for interviews after the experience center is open that are all industry veteran types and we're just getting started. The idea started in September. I went to Infocomm and then maybe I saw you and just started feeling the waters. We were going to launch in early January or February. We're a month old. The container of our showroom sat in Long Beach for six weeks before it got. It took longer to get from Long Beach to our offices than it did from China to Long Beach. So we're just getting started. But we're going to stay in a boutique. We don't want to be all things to all people.  Right, and they can find you online at Illuminology.com?  Jacob Horwitz: Illuminology.com and there's an online brochure of the product and we thank you. And Dave, I said this to you the other day, but I want to say it again. I need to thank you because, for everybody I've ever hired for the last decade, the first thing we have them do is go through your podcast and your blogs and learn about the industry, and what you do for us is so valuable and I mean that with all sincerity.  Thank you.  Jacob Horwitz: We hired a new sales guy and he started a month ago. He called me yesterday and said, Do you know this Dave Haynes guy? He didn't know, he did not know I had a podcast today. He goes, I am learning so much from him. And, I go, yeah, I'm chatting with him tomorrow. So thank you for what you do as well.  Thank you. That's very kind.  Jacob Horwitz: Very well deserved. So thank you for the opportunity to share our story and we look forward to working with the people in the industry, to help and expand digital signage into places that can be more like your Europe where it's everywhere. All right. Thank you!

Marcia Wagner is the founder of The Wagner Law Group, one of the nation's largest and most highly regarded law firms specializing in ERISA, employee benefits, and executive compensation, and has practiced employee benefits law for over 38 years. Ms. Wagner is an authority on qualified and non-qualified plans, fiduciary issues, deferred compensation, and welfare benefit arrangements, with experience in plan design and drafting, compliance, tax planning, and consultation on all aspects of ERISA and the Internal Revenue Code. Ms. Wagner also serves as an expert witness in ERISA litigation. Ms. Wagner has recently been appointed to the Board of Directors for the American Benefits Council, as well as a Member to the Board of Governors of the American College of Employee Benefits Counsel. Ms. Wagner has written hundreds of articles and 27 books. She is a highly sought after lecturer, is widely quoted in financial journals and has been a guest on Fox, CNN, Bloomberg, and NBC.In this episode, Eric and Marcia Wagner discuss:Committing to continually enhancing servicesBest practices that benefit professionals must followAdopting investment policy statements and other governance documentsDoing things with integrity and excellenceKey Takeaways:Providers must continually enhance services to meet evolving industry standards, legal requirements, and client expectations. Benefit professionals should follow best practices, such as documenting processes, monitoring fees, evaluating service providers through RFPs and benchmarking, and thoroughly documenting meeting minutes to demonstrate prudent fiduciary processes.Investment policy statements, although not legally mandated, are considered fiduciary best practices for retirement plans and should be treated as plan documents if adopted.Believe in the industry's support for the middle class and social stability, maintaining humanity, generosity, flexibility, enthusiasm, pursuing excellence and integrity, and embracing the notion that everything will work out in the end.“Remember your humanity, and don't let the bastards get you down because you will encounter people who are good. Have a generous heart and just be as flexible as you can be. Be open to things that are new. Be enthusiastic. Try to do what you do with excellence and integrity.” - Marcia WagnerConnect with Marcia Wagner:Website: https://www.wagnerlawgroup.com/attorney/wagner-marcia-s/ LinkedIn: https://www.linkedin.com/in/marciawagner Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date but may be subject to change.It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

Today Alex and Amy are joined by Waldo Jaquith with US Digital Response to discuss a new joint publication on improving the RFP process with a simple summary sheet.We also discuss the importance of user research and who would play us in a movie. See the report and summary sheet template here: https://www.nascio.org/resource-center/resources/improving-rfps-with-user-research-how-summary-sheets-can-improve-solicitations/

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you focusing your energy on growing existing client relationships or acquiring new ones? Building strong client relationships requires a commitment to proactive communication from the very beginning, as today's featured guest clearly demonstrates. Our guest runs a brand agency that prioritizes nurturing and growing client relationships through three key strategies: establishing clear expectations, maintaining proactive communication, and implementing careful qualifying processes to ensure they partner only with the right culture fits. This intentional approach has made her agency irreplaceable to clients. Discover the specific strategies and insights that have contributed to her success in building lasting, valuable client partnerships that stand the test of time. Charlene Coughlin is president and partner at Twist Creative, a thriving brand agency founded by a husband and wife duo who combined their talents in writing and design to create a unique agency focused on brand growth. She discusses how to excel at scaling client accounts by nurturing existing relationships and creating strong partnerships, why she stopped participating in RFPs, and more. In this episode, we'll discuss: Nurturing relationships vs. landing clients. The art of proactive client communication. RFPs don't equal quality clients. Building trust through consistent communication. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources Wix: Today's episode of the Smart Agency Masterclass is sponsored by Wix Studio, the all-in-one platform designed to help agencies scale without the headaches. With intuitive tools, robust native business solutions, and low maintenance, Wix Studio lets your team focus on what matters most—delivering exceptional value to your clients. Ready to take your agency to the next level? Visit wix.com/studio and discover how Wix Studio can transform your workflow, boost profits, and strengthen client relationships. Nurturing Relationships vs. Just Landing Clients Many agencies get caught in the endless task of getting more and more accounts and don't spend nearly as much time on growing those accounts. For Charlene, the business has always been about relationships. She feels it's useless to have amazing creative if it won't get used because relationships go sour. First and foremost, she recommends aiming to understand the client, their motivations, and goals to build a relationship based on really listening to them. By actively listening to clients and demonstrating authentic interest in their success, agencies can transform the traditional vendor-client dynamic into a true partnership built on trust and mutual understanding. This shift fundamentally changes how clients perceive the agency's role. When this transformation occurs, agencies become irreplaceable strategic partners rather than interchangeable service providers. The relationship evolves from clients dictating specific deliverables to collaborative planning sessions where both parties work together on annual goals and budget development. This partnership approach not only secures long-term client retention but also creates opportunities for account growth that far exceed what's possible through constant new business acquisition. The Art of Proactive Client Communication Building strong client partnerships that grow over time requires intentionality from the very beginning of the relationship. Charlene's team implements this philosophy through a proactive approach to client communication that starts during the onboarding process. Rather than reactively waiting for clients to reach out with needs or concerns, they systematically initiate engagement, establishing a foundation of trust and collaboration that benefits both parties. This proactive communication extends even to prospective clients who are still evaluating whether to work with the agency. Through consistent follow-up and responsive answering of questions, potential clients develop clear expectations about the working relationship before making their decision. By the time they commit, the groundwork for effective collaboration has already been established. Setting clear expectations from the outset is crucial to this approach. Charlene's team conducts candid conversations to understand what clients value in agency partnerships and what previous experiences have frustrated them. This transparency acknowledges that challenges will inevitably arise while emphasizing their commitment to navigating difficulties together. Ultimately, ensuring that potential clients align with the agency's core principles will help you cultivate a more harmonious working relationship. This selectivity not only reduces friction but also enhances the overall experience for both the agency and the client, leading to more productive collaborations. Protecting Your Agency's Culture by Prioritizing Healthy Client Relationships Establishing client alignment from early on also helps agencies avoid the difficult relationships that arise with clients that are just a bad fit. These are the type of clients that will expect a response at any hour of the day and treat your team poorly. The stress and dissatisfaction that arise from such relationships overshadows the potential for creative opportunities, ultimately resulting in a toxic work environment. For Charlene, these projects are just not worth it and usually require more time and effort than originally estimated. There was a time when her agency was willing to compromise its standards due to financial pressures. However, this mindset only leads to a cycle of negativity, where the agency finds itself mired in challenging relationships that drain energy and resources. By being willing to say "no" to clients who do not respect their team, agencies protect their culture and morale, allowing them to focus on meaningful partnerships that foster growth. Why RFPs Don't Always Equal Quality Clients Like many agencies, Charlene's team used to spend hundreds of hours on Requests For Proposals, putting a lot of effort into its content and correct format only to never hear back from these companies. Additionally, the RFP process can inadvertently encourage agencies to engage in practices that undermine the value of their work, like the pressure to provide free spec work to stand out among competitors. This happened to Charlene and her team in 2018 with a project they really wanted to win. However, they only agreed to participate in this RFP after negotiating payment for their spec work. This way they not only got compensated for their time but also demonstrated the value they placed on their creative output. Still, Charlene found that with RFPs the final decision tended to be based on budget more than what each agency offered, which made those clients the wrong fit for her agency. Therefore, they stopped spending time on RFPs altogether as she found this would actually save the agency time and money they could spend in finding actual qualified clients. How Charging for Strategy Pays Off in the Long Run Agencies that sell a Foot-in-the-Door project rather than pitching a big project gain more in the long run. A FIYD is an alternative where agencies propose smaller projects or consultations that allow them to demonstrate their expertise while fostering a collaborative environment. This strategy not only positions the agency as a trusted advisor but also creates a sense of ownership for the client, enhancing their investment in the relationship. It also provides more opportunities for conversations where the agency can find out more about the clients' issues and what they really need. Creating a foot-in-the-door offer requires a shift to start charging for insights and strategy many are giving away for free. Clients may struggle with the transition from receiving complimentary advice to paying for it. However, this shift is crucial for establishing the agency as a valued partner rather than just a service provider. When clients begin to pay for strategic insights, they are more likely to engage deeply with the process, leading to better outcomes and a stronger relationship. Building Trust Through Consistent Communication In client relationships, anxiety typically arises when communication is lacking. This is why Charlene focuses on building strong connections that extend beyond merely addressing problems to fostering open dialogue. When clients feel comfortable reaching out, it reflects the solid foundation of trust and understanding she has established. Charlene's agency implements a proactive communication strategy, sending regular status updates even when there is little to report. This consistent attentiveness reassures clients that they are valued and their needs are being addressed, creating a true sense of partnership. The results of this approach are evident in client behavior. Not only do clients readily discuss business issues with Charlene, but they also seek her expertise on other matters. This pattern demonstrates how thoughtful communication cultivates relationships where clients feel supported, understood, and confident in the partnership. 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.

In this episode, Justin and Brian tackle the art and strategy of RFP management from a broker's perspective. They break down the intricacies of Request for Proposals (RFPs) and share their insights on how brokers can increase their chances of winning contracted freight. The hosts discuss the importance of building relationships, targeting niche markets, and providing value beyond pricing. Drawing from personal experiences, including both successes and losses, they emphasize standing out in competitive RFP processes by being strategic and different. Whether you're a seasoned professional or new to logistics, this episode provides actionable advice to elevate your RFP game.The Logistics & Leadership Podcast, powered by Veritas Logistics, redefines logistics and personal growth. Hosted by industry veterans and supply chain leaders Brian Hastings and Justin Maines, it shares their journey from humble beginnings to a $50 million company. Discover invaluable lessons in logistics, mental toughness, and embracing the entrepreneurial spirit. The show delves into personal and professional development, routine, and the power of betting on oneself. From inspiring stories to practical insights, this podcast is a must for aspiring entrepreneurs, logistics professionals, and anyone seeking to push limits and achieve success.Timestamps:(00:00) - Introduction(01:15) - What is an RFP?(02:20) - Challenges of transactional RFPs(03:40) - Strategies for incumbents and new participants(05:00) - Niche markets and tailored bids(06:50) - Importance of data and transparency(08:00) - Relationship-building in RFPs(10:30) - Standing out in competitive bids(12:15) - Closing advice for brokersConnect with us! ▶️ Website | LinkedIn | Brian's LinkedIn | Justin's LinkedIn▶️ Get our newsletter for more logistics insights▶️ Send us your questions!! ask@go-veritas.comWatch the pod on: YouTube

Today, Matthew Zarzycki joins us to share the founding of MonarKonnect, where he emphasizes kindness and problem-solving in freight logistics! Tune in as we discuss his business philosophy, fostering meaningful relationships with customers and carriers, the advanced technology he's utilizing for operational efficiency, the current dynamics of cross-border freight, and his perspective on market opportunities for entrepreneurs!   About Matthew Zarzycki Matthew Zarzycki, CCLP – Co-Founder of MonarKonnect, Redefining Logistics with a Human-Centered Approach Logistics isn't just about moving freight—it's about solving problems, building relationships, and creating a supply chain that works for businesses of all sizes. That's the foundation of MonarKonnect, the company Matthew Zarzycki co-founded with Katarzyna Wnek to challenge the status quo in third-party logistics. As a Logistics Architect, Matthew is not interested in being another transactional freight broker. MonarKonnect is built on trust, transparency, and a relentless focus on long-term partnerships. By combining big-broker technology with a boutique-level commitment to service, the company is pioneering a new way to manage logistics—one that prioritizes collaboration over volume and innovation over tradition. At MonarKonnect, Matthew leads strategic initiatives that go beyond rate sheets and RFPs. His team develops customized logistics solutions that solve real-world challenges, from temperature-controlled freight optimization to dedicated fleet programs that integrate digital marketing directly onto trailers—helping customers offset transportation costs in innovative ways. In a recent interview with Talking Supply Chain ("A 3PL With a Heart") MonarKonnect's philosophy was clear: logistics should be personal. That means prioritizing driver relationships, ensuring small and mid-sized businesses get the attention they deserve, and leveraging technology to create efficiency without sacrificing service. Before launching MonarKonnect, Matthew spent over a decade leading logistics operations across military, corporate, and startup environments—beginning with high-stakes supply chain management in Afghanistan and later driving strategic growth at major logistics firms like Bison Transport, Fuel Transport, and Traffix. His experience across every level of the supply chain has shaped MonarKonnect's customer-first approach. But it's not just about experience. It's about rethinking what logistics should be. For shippers tired of one-size-fits-all solutions, MonarKonnect offers something different: a logistics partner who actually listens. And for the industry as a whole, Matthew and his team are proving that innovation, service, and integrity aren't just buzzwords—they're the future of 3PL.   Connect with Matt Website: https://monarkonnect.com/ LinkedIn: https://www.linkedin.com/company/monarkonnect/