Podcasts about sales pipeline

One year after the headline-making acquisition of Engager by TaxCalc, we catch up with Nick Moss and Johann Goree at Accountex 2026 to find out what has happened since the deal that got the accounting profession talking.In this special Accountant's Pitstop episode, we discuss:✅ How the first 365 days have gone since the acquisition✅ Growth from 800 to 2,000+ firms using Engager✅ The impact of combining TaxCalc's compliance expertise with Engager's practice management platform✅ New integrations, including WorkHero document management✅ The launch of Engager's new Sales Pipeline tool✅ Why customer support, training, and community remain central to the strategy✅ What accountants can expect from the next phase of TaxCalc & Engager's roadmapPlus, hear why the team believes this acquisition has avoided the pitfalls often seen in software mergers and how they're building towards a fully integrated end-to-end practice management ecosystem.

In dieser Folge spreche ich mit Christiana Kunzner-Brand, der Warm-Calling-Spezialistin, über die wahre Kunst am Top of the Funnel. Wir tauchen tief ein in die Frage, wie gute Setter qualifizieren, warum Inbound-Leads nicht automatisch heiß sind und wie eine saubere Vorqualifizierung aussieht. Gemeinsam diskutieren wir, was ein erstklassiger Termin wirklich ausmacht, welche Fehler oft passieren und wie eng Solution Engineers mit der Pipeline-Arbeit verzahnt sein sollten. Wenn du wissen willst, wie du deine Sales-Pipeline vor Kaugummi-Deals schützt und was Top-Qualität in der Lead-Bearbeitung bedeutet, ist diese Folge für dich Pflichtprogramm. Lass dich inspirieren, wie du als SE, AE oder Setter deine Rolle neu denken kannst – damit am Ende wirklich nur die richtigen Kunden im Club sind. Christiana bei LinkedIn - https://www.linkedin.com/in/christiana-kunzner-brand/ ----------

Most CEOs think their sales pipeline is healthy, but the real story is hiding in stalled and quietly lost deals. We unpack why processes always beat skills for predictability and how top sales teams are winning bigger in a tougher market. In this episode, Janice B Gordon sits down with Steve Gielda to reveal the pitfalls of sales assumptions and the strategic moves that accelerate revenue and increase deal velocity. What you'll learn: a) Why understanding your buyer's real metrics is the secret to beating lower-cost competitors b) The critical difference between stages and milestones in sales processes c) How assumptions, especially by experienced reps, kill deals Steve Gielda has spent 30 years at the forefront of global sales performance, co-founding Ignite Selling and helping world-class organisations like Boston Scientific, Siemens, and Mastercard drive faster, more strategic revenue growth. Timestamps: 00:00 Understanding buyer priorities and metrics 04:53 Understanding the buyer's perspective 08:42 Identifying and leveraging key stakeholders 13:30 Improving sales processes 16:27 Defining and leveraging stakeholders 19:00 Win-loss analysis findings 23:23 Engaging sales rep conversations 27:18 Strategic sales approach boosts revenue 31:36 AI tools for sales strategies 32:58 Defining product advocates   Connect with Steve LinkedIn: https://www.linkedin.com/in/sgielda/   Connect with Janice Book Janice to speak at your next sales or leadership event: https://janicebgordon.com LinkedIn: https://www.linkedin.com/janice-b-gordon/ Instagram: https://www.instagram.com/janicebgordon Scale Your Sales Podcast: https://scaleyoursales.co.uk/podcast Enjoy the episode? Share your takeaway in the comments and leave a review on Apple Podcasts to help more leaders discover the show.

Send us Fan MailJOIN THE CHALLENGEReferrals feel amazing until they slow down, and suddenly your calendar looks emptier than it should. We're talking to the solo consultants who are great at delivery but stuck in the messy middle: subcontracting too much, relying on past coworkers for leads, and realizing you never had to learn sales because “pre-trust” used to do the heavy lifting.We walk through the Three Days to Three Sales Call Challenge and the simple idea underneath it: install three systems that create conversations, then turn those conversations into sales. Day one is Referrals on Repeat, a referral marketing system to restart warm introductions from partners and past connections. Day two is Niche Networker, a lead generation approach that leverages niche communities like Slack groups and Circle spaces so you can fill your sales pipeline with connection calls fast. Day three is Fast Cash, our sales conversion script for moving from casual talk to clear offers, including how gateway offers can lead naturally into your core retainer or multi-month work.We also break down a mindset shift that makes sales feel lighter: sales is just math. If you want more revenue, you increase the inputs you can control like referral messages, intros, and calls booked and you track the conversion points instead of guessing. You'll leave with concrete pre-challenge steps, including writing a trigger statement, listing 15 warm contacts, and committing to a calls goal inside the community.If you're ready to build a sustainable consulting marketing system without burning out, hit play, share this with a friend who needs it, and subscribe so you don't miss what's next. If it helps, leave a review and tell us: which system are you installing first?My Booked Out Blueprint starts with a private 45-minute interview where I learn your business, your goals, and what's actually holding you back. From that, I create a custom roadmap showing your best route to booked out—no fluff, just clarity. It's $397, and if you move forward into Booked Out in Six, that $397 is fully credited. Book Yours Here. Join my events community for FREE monthly events.I offer free events each month to help you master your business's growth through marketing, sales, systems, and offer strategy. Join the community here!Support the showSchedule a Booked-out Blueprint >>> Schedule.Come tour my digital home :) >>>WebsiteWanna be friends? >>> LinkedInLet's chat every Tuesday! >>> NewsletterCatch the video podcast on YouTube >>>YouTubeJoin my event group for live events >>>Meetup

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Patrick Forquer is the Chief Revenue Officer at Legora, the fastest growing enterprise business to ever hit $100M in ARR and now on track to hit over $250M in ARR by the end of the year. They recently raised a $550 million Series D at a $5.55 billion valuation, led by Accel, note 20VC did participate and is an investor in the company.  AGENDA: 0:00 – How Jude Law Generated $50 Million in Qualified Pipeline 4:00 – Why Implementation is Your Secret Weapon to Win in AI 5:50 – Why AI Enterprise Sales Require "Legal Engineers" 7:45 – The 6-Figure Rule: When Should Humans Control Sales 12:55 – Is Legora Vastly Overvalued at $5.5BN?  15:45 – How to do global expansion in a world of AI 18:00 – How to Win Supremely Competitive Markets 24:45 – Why Giving Your Product Away for Free is a Death Sentence 33:55 – Legora's Onboarding and Training Playbook for Sales Teams 38:25 – Spotting Red Flags: How to Know if a Sales Rep Will Fail in 45 Days 46:30 – How to Structure Sales Commissions in a World of AI 49:40 – How to do Revenue Forecasting in a World of AI 1:00:30 – Will companies vibe code solutions and no longer buy a SaaS products?    

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In today's episode, you'll discover: 1.  Why your voice is your most undervalued business asset. 2.  How generic "thought leadership" is costing you money. 3.  The specific process my guest uses to extract a salesperson or business owner's real voice and turn it into content that generates inbound leads. To support these three takeaways, I chose a quote from Harvey Mackay: "You don't need a big close as many sales reps believe. You risk losing your customer when you save all the good stuff for the end. Keep the customer actively involved throughout your presentation, and watch your results improve."   About Sarra Richmond: Sarra Richmond, aka The Ghost, is a LinkedIn ghostwriter and founder positioning expert based in the UK. She extracts the voice, stories, and expertise founders already have and turns them into authority-building content that fills their pipelines. Known for her anti-corporate, voice-first approach, Sarra works with 7-figure founders and consultants who are tired of being their industry's best-kept secret. How to Get in Touch with Sarra Richmond: Website: www.theghost.house Email:  sarra@theghost.rocks Gift: https://calendly.com/sarratheghost/20mins Stalk me online! Linktr.ee: https://linktr.ee/conniewhitman Communication Style Assessment (CSA)™:  https://changingthesalesgame.com/communication-style-assessment/   Subscribe to the Changing the Sales Game Podcast on your favorite podcast streaming service or YouTube.  New episodes are posted every week - listen as Connie delves into new sales and business topics or addresses problems you may have in your business.

In this episode, Doug and Jess break down what it really takes to build a high-performing sales pipeline and why getting your exit criteria right is the difference between guesswork and predictable, scalable growth. They dig into the most common mistakes teams make, how to determine the right number of stages (hint: it's probably not what you think), and the real challenge, getting sales teams to actually follow the process.For updates on new episodes, follow us on:LinkedIn: Lift Enablement, Doug Davidoff, Jess CardenasSubscribe to our YouTube channel!You can access the show notes and watch the video version of the show on our page. Thanks for listening and remember to just say no to shitty RevOps! 

While many online marketers claim that webinars are dead, today's guest is proving they are more effective than ever, provided you stop treating them like a "pitch fest!" Today, Marc is joined by Danno Hanfling, a systems architect and community-building expert who has spent 15 years helping businesses scale through a sophisticated, synchronized approach to lead generation and sales. This conversation offers a clear path for shifting beliefs, mastering the transition from teaching to invitation, and turning a single presentation into a consistent, high-converting sales pipeline without the need for high-pressure tactics or rigid slide decks!  What You'll Hear In This Episode: How the modern webinar is evolving into a powerful tool for shifting beliefs and guiding potential clients on a transformational journey. A look at the three-act strategy for finding your ideal client and building deep trust before the webinar even begins. Why Danno avoids standard replays and the way he uses activation videos to create a gallery of action-takers. The "Omni-channel" approach and what you can do to synchronize your marketing platforms into a seamless symphony that avoids redundancy. Danno's insights on mastering the transition from teaching to the "call to action" and offering participants an invitation to work together. LINKS:  Danno's Fan Page (Use #NBC)!   Need help launching a podcast or editing your current show? This podcast is proudly sponsored, edited and produced by PodAssist. Visit their website below for more info!  http://www.podassist.com Book a no-obligation 1:1 strategy call with Marc for your coaching business: http://www.chatwithmarcm.com If you'd like more coaching clients without sending cold messages or spending money on ads, the Natural Born Coach Program is for you. Get the details here! http://www.nbcprogram.com Join The Coaching Jungle Facebook Group! http://www.thecoachingjungle.com   Become a Coaching Jungle VIP member which includes special posting perks in the group to reach almost 30,000 potential clients! http://www.myjunglevip.com   Grow your business with The Coaching Jungle Mastermind! http://www.coachingjunglemastermind.com If you have a product or service that helps coaches, and you'd like to get it in front of 100,000 of them: http://www.jvwithmarc.com  

Today, a segment from our episode on pipeline generation and building a repeatable revenue system with Christopher Vik, VP EMEA at Samsara and former CRO at Leapwork. In this clip, Chris breaks down why most pipeline generation efforts fail before they even start. He explains how preparation drives conviction, why reps avoid pipeline when they lack insight, and what leaders must do to build a culture where execution actually sticks. If you're trying to improve pipeline performance or develop more effective sellers, this is a perspective worth revisiting. Chris Vik is VP EMEA at Samsara and a former CRO at Leapwork and Go Autonomous, where he scaled go-to-market teams across new markets and high-growth environments. He is known for building structured revenue systems that connect pipeline generation, sales execution, and recruiting. Resources mentioned: Flip the Script by Oren Klaff Pitch Anything by Oren Klaff Get the Force Management framework for building and scaling predictable pipeline and revenue systems:  The Predictable Revenue Framework: Guide for Leaders Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

What if you could grow your sales by 10% or more—without spending a single extra dollar on marketing?Many business owners feel stuck in the cycle of chasing new leads, increasing ad spend, and worrying about pipeline consistency. But what if the growth you're looking for is already sitting inside your existing customer base?This episode flips the script and shows you how to unlock hidden revenue opportunities without adding more cost or complexity.In this episode you'll discover:How small, strategic changes can unlock double-digit revenue growth using customers you already haveSimple, repeatable ways to increase deal size, generate referrals, and drive repeat businessHow to build a more predictable, profitable sales engine without relying on expensive or inconsistent marketing channelsHit play now to learn how to unlock immediate, cost-free growth opportunities already sitting inside your business.New episodes every Monday, Wednesday and Friday.Take our Free Quote Quiz now to Kickstart Your Sales Growthhttps://quiz.typeform.com/to/ByHoaj2bTo see how we've helped business grow their sales:Read Client ResultsWatch TestimonialsOr email Ben if you would like to get in touch: hello@strongersalesteams.comThis podcast helps the entrepreneur, founder, CEO, and business owner in the trade, construction and industry segments, regain focus, build confidence, and achieve measurable results through powerful sales training, effective sales strategy, and expert sales coaching—guiding every sales leader, sales manager, and sales team in mastering the sales process, optimizing the sales pipeline, and driving business growth while fostering leadership, balance, and freedom amidst overwhelm, stress, and potential burnout, creating lasting peace of mind and smarter decision making for every California business and Australia business ready to scale up with excellence in sales management , through refined sales processes, proven trade sales techniques, and strategic sales leadership that strengthens sales process execution, accelerates sales team development, builds stronger sales teams, improves time management for sales, drives resilience and results, increases team results across the construction industry and wider industry sales sectors, and supports sustainable trading growth that continues to drive results through an effective management process in modern trade sales.

In this episode, Fred is joined by Gearoid Cox, founder of Sales Pipeline, to explore why selling feels harder in a world full of noise, new vendors, and empty promises.   From early-stage founders doing all the selling… to the challenge of building trust when buyers are more cautious than ever, this conversation digs into what actually helps sales teams stand out today.   The big theme running through the episode is simple:   Trust matters more than ever. And screaming value is not the same as creating it.   Key Takeaways Buyers are more educated, more cautious, and slower to trust Trust sits in three places: the brand, the solution, and the seller Founders often underestimate how hard sales becomes once they move beyond their own network Great selling is about understanding the problem, not shouting about the product The more noise in the market, the more important calm, relevant selling becomes Real growth happens when sales, marketing, and service all learn from the customer together   It may be easier than ever to reach people.   But it is harder than ever to earn their trust and stand out.   That means modern sellers need to be more relevant, more thoughtful, and far less generic.   About Gearoid Cox   Gearoid Cox is founder of Sales Pipeline, helping early-stage businesses build realistic, effective sales systems that go beyond founder-led selling.  

This is episode 830. Read the complete transcription on the Sales Game Changers Podcast website. Watch the video of this podcast on YouTube here. The Sales Game Changers Podcast was recognized by YesWare as the top sales podcast. Read the announcement here. FeedSpot named the Sales Game Changers Podcast at a top 20 Sales Podcast and top 8 Sales Leadership Podcast! Subscribe to the Sales Game Changers Podcast now on Apple Podcasts! Purchase Fred Diamond's best-sellers Love, Hope, Lyme: What Family Members, Partners, and Friends Who Love a Chronic Lyme Survivor Need to Know and Insights for Sales Game Changers now! On today's show, Fred meets with Eric Appel, Worldwide Head of Sales; and Dean Scontras, Vice President, SLED at Island. Find Eric on LinkedIn. Find Dean on LinkedIn.  ERIC'S TIP: "Life rewards action. Always be moving forward, moving sideways, just be moving. Attacking accounts, learning about your customers, and discovering what's important to them only happens when you're active." DEAN'S TIP: "The true measure of a successful salesperson comes down to grit, and how they create qualified pipeline in a short amount of time. I do think grit directly transforms into how effectively you generate pipeline."

For years, growth has been built around a simple idea. Drive traffic into a funnel, move people through stages, convert, repeat. But that model was built for a different time. A time when brands controlled information and buyers followed predictable paths. That is no longer the reality. Today, people explore, pause, research, ask communities, trust creators, and make decisions on their own terms. They don't move in straight lines. They move in networks. That shift is exactly why funnels and pipelines are no longer enough on their own. In this episode, we break down what changed, where traditional models still work, and where they fall short. More importantly, we introduce a new way to think about growth through Conscious Growth Pathways™. Instead of forcing people through linear systems, this approach focuses on building environments, ecosystems, and connections that people naturally move through. It's about awareness, trust, culture, and community driving momentum. We also unpack a six-phase growth cycle that helps identify where your growth is actually breaking and how to fix it, from investigation and initiation to innovation and introspection. If your marketing feels heavy, inconsistent, or stuck, this will reframe how you think about growth and what it actually takes to win today. Beyond The Episode Gems: Buy My Book, Strategize Up: The Blueprint To Scale Your Business: StrategizeUpBook.com Discover All Podcasts On The HubSpot Podcast Network Get Free HubSpot Marketing Tools To Help You Grow Your Business Grow Your Business Faster Using HubSpot's CRM Platform Support The Podcast & Connect With Troy:  Rate & Review iDigress: iDigress.fm/Reviews Follow Troy's Socials @FindTroy: LinkedIn, Instagram, Threads, TikTok Subscribe to Troy's YouTube Channel For Strategy Videos & See Masterclass Episodes Need Growth Strategy, A Keynote Speaker, Or Want To Sponsor The Podcast? Go To FindTroy.com

We are going to replace sales close guessing with bulletproof math to guarantee your revenue.

ales leadership and sales pipeline management determine whether B2B teams create real revenue growth - or simply stay busy. In this episode of the B2B Sales Trends Podcast, Andreas Hammer shares why many sales organizations work harder than ever yet still struggle to deliver consistent results. Host Harry sits down with Andreas Hammer, SVP Global Sales at YAGEO Group, to explore how modern sales leaders turn strategy into execution. From customer prioritization and pipeline discipline to leadership mindset shifts, Andreas explains how focused sales management drives long-term growth. This conversation unpacks the leadership decisions that shape high-performing B2B sales teams- and why the most effective leaders stop measuring activity and start managing impact.

⛰️ Try Heights Platform, the all-in-one tool for building your online course and community. Start your 30-day free trial → https://www.heightsplatform.com  Most podcasts never turn into real business opportunities. In this episode, I'm joined by Molly Ruland, CEO & Founder of Heartcast Media, a podcast production agency behind 1,000+ episodes and 7 shows in the top 10% globally. Molly doesn't treat podcasting as content. She treats it as a business development system.   We break down how creators and entrepreneurs can turn a podcast into a sales pipeline without sounding salesy, even with a small audience.In this conversation, you'll learn:► Why most podcasts stay hobbies and what separates the ones that generate revenue► The mindset shift that turns podcasting into a lead-generation tool► How to sell through a podcast without pushing or alienating listenersWe also talk about AI, the future of content promotion, and whether it's still possible to build a profitable podcast in 2026. If you're a creator or entrepreneur who wants your podcast to support your business, not just your visibility, this episode will give you a clear framework to work from. Learn more about Molly Ruland: https://www.heartcastmedia.com/ ____________________________________________  This show uncovers their journey, tips and tricks to success, failures and pitfalls — so you can learn from their examples and start your own online business following your passion.  Listen to the stories of successful artists, musicians, online coaches, designers, course creators, digital experts, fitness gurus and much more. How did these creators manage to conquer their niche?  Learn more at: http://www.thecreatorsadventure.com____________________________________________  More audio episodes available! In addition to episodes being posted here on our channel, you can also watch and listen here: ► Spotify: https://open.spotify.com/show/3waPlz3PgvFjvnqqWFMlK3 ► Apple Podcasts: https://podcasts.apple.com/us/podcast/the-creators-adventure-course-creation/id1608100988

Sales Slump hurting results? Fix your Sales Pipeline fast and boost your Close Rate by confronting the truth, qualifying harder, and using simple next-step actions that win deals. Are you stuck in a sales slump and can't figure out why deals aren't closing? It happens. But you can fix it. Today's episode, we talk about the three dangerous lies that salespeople tell themselves—lies that are secretly destroying their close rates and keeping them trapped in cycles of false hope and missed opportunities. Are you telling yourself these lies? Fix that pipeline now!

Sales doesn't have to feel awkward or pushy and this episode proves it! Sales strategist Sarah Murray returns to discuss what actually moves clients from “just thinking about a trip” to confidently booking with you, without burning yourself out or chasing people who were never serious to begin with. This conversation reframes sales as relationship-building and positions you as the guide through every stage of the booking lifecycle. You'll learn how to spot high-intent leads, avoid getting derailed on discovery calls, follow up without feeling awkward, and move clients forward in a way that feels aligned, professional, and sustainable. If you're tired of tire-kickers, ghosting, or feeling like sales is the hardest part of your business, this episode is a must-listen! Want to go deeper in this topic? Sarah will be teaching The Art of the Effortless Upsell inside the Niche Community on February 12th - Don't miss out!JOIN THE NICHE COMMUNITY → https://www.tiquehq.com/niche/?utm_source=Tique_Talks&utm_medium=Show_Notes&utm_campaign=Ep184&utm_content=NicheAbout Sara Murray:Sara is a sales consultant, trainer, speaker and podcast host working with leaders and sales teams to unlock the untapped potential in their prospecting and business development efforts. Her platform, Prospecting on Purpose, empowers professionals via her virtual and in-person workshops to enhance their communication skills, approach prospecting creatively, confidently connect with clients, and address business needs rather than simply push products. As the host of the popular podcast "Prospecting on Purpose," Sara provides a valuable platform for discussions on prospecting, sales, business strategies, and mindset, leaving listeners with tangible takeaways and increased confidence.saramurray.comToday we will cover:(05:00) Reframing sales as relationships, empathy, and authority(07:00) What a sales pipeline really is and why advisors need one(12:30) Staying in the driver's seat on discovery calls(18:30) Presenting proposals without losing control of the narrative(26:00) The four real reasons clients hesitate to book(29:00) Asking better questions to uncover what's really holding clients back(38:00) A simple follow-up phrase that actually gets responsesSales Call Roadmap → https://www.tiquehq.com/sales-call?utm_source=Podcast+Episode+184&utm_medium=Podcast+Shownotes&utm_campaign=Sales+Call+RoadmapFOLLOW ALONG ON INSTAGRAM @TiqueHQThanks to Our Tique Talks Sponsors:

In this episode of Why Did It Fail?, Gearoid Cox, Founder and CEO of Sales Pipeline, shares the story of a deal that looked like a win on paper, but turned out to be a brutal lesson in discovery. As a young enterprise rep, Gearoid was laser-focused on getting the PO signed. He closed what he thought was a big hardware sale… only to find out later it was the tiniest slice of a huge, multi-layered project. The rest of the business, software, print, additional hardware, went straight to competitors, and he never even knew it was on the table.Shivan and Gearoid unpack exactly how tunnel vision, target pressure and “just be grateful for the deal” thinking can quietly cost reps career-defining opportunities. Gearoid breaks down the difference between perception and perspective, why it never costs you to ask one more question, and how he now coaches sellers to mine existing accounts properly instead of behaving like “new logo magpies.”If you've ever chased the close so hard you forgot to understand the customer, this one will sting in all the right ways, and leave you with practical mindset shifts around discovery, attitude and actions that you can take into your next deal.

New guide from Kyrios explains why structure—not hustle—is the key to predictable sales and reduced operational chaos.Read the full article here: https://kyriossystems.com/post/why-your-business-needs-a-sales-pipeline-strategy Kyrios Systems City: Hoover Address: 1236 Blue Ridge Blvd Website: https://kyriossystems.com

What happens when a machine shop does everything right operationally but still feels exposed when markets shift, customers pull back, or one industry cools overnight? In this episode of MakingChips, the conversation turns squarely toward one of the most uncomfortable and misunderstood areas of manufacturing leadership: proactive sales and diversification. We're joined by Gabe Draper, founder of Factur, and Alan Hartmann, CEO of Hartmann's Inc., a multi-generation Texas manufacturer. Gabe shares a raw and honest origin story that starts with growing up in a manufacturing family, fighting to save a struggling shop, riding the oil and gas rollercoaster, and ultimately losing nearly everything when the downturn hit. That experience became the catalyst for building Factur, a company designed to help shops avoid reactive, last-minute sales cycles by intentionally filling their pipeline. Alan brings the perspective of a well-run, highly capable shop that realized success alone wasn't protection. With major customers concentrated in just a few industries, Hartmann's needed diversification, not because business was slow, but because resilience matters. Through their partnership with Factur, Alan explains how proactive sales, clearer positioning, and market intelligence led to rapid customer growth, industry expansion, and the confidence to invest in new capabilities. We unpack the difference between scarcity and abundance mindsets, why most shops accidentally commoditize themselves, and how sales, operations, and finance must work together as equal legs of the stool. From aerospace and medical to space flight and Swiss machining, this episode offers a candid look at how manufacturers can stop waiting for the phone to ring and start taking control of their future. Segments (0:00) Holiday banter and introducing guests Gabe Draper and Alan Hartmann  (4:32) Grow your top and bottom-line with CliftonLarsonAllen (CLA) (5:09) Gabe Draper's origin story and what led to founding Factur (10:53) The danger of customer and industry concentration (13:55) Alan Hartmann's multi-generation shop story and long-term customer relationships (18:22) Reactive vs proactive sales and why diversification matters (22:31) Breaking down Factur's full sales funnel (26:03) Why technical "hunters" outperform generalist sales roles (28:16) "What's Your Method": Aerospace Success with Zach from Methods (34:50) Check out the SMW Autoblok catalog for your workholding  (36:04) Choosing the right sales and marketing services with Factur (40:02) Scarcity vs abundance mindset in shop growth (42:58) Using sales insights to justify equipment investments (46:05) How one new customer quickly became a top account (48:37) Managing risk across aerospace, medical, and space markets (51:11) Filling your capacity with the right work first (55:30) Sales specialization as shops scale (56:22) How manufacturers can engage Factur for market intelligence (1:00:13) Talent challenges and Hire MFG Leaders Resources mentioned on this episode Grow your top and bottom-line with CliftonLarsonAllen (CLA) Methods Machine Tools  Check out the SMW Autoblok catalog for your workholding  Get your free market intel report at https://facturmfg.com/chips/ Hire your next leader using our recruiting service—Hire MFG Leaders Connect With MakingChips www.MakingChips.com On Facebook On LinkedIn On Instagram On Twitter On YouTube

Send us a textIt's that time of year. You're waiting for management to spin the "Bingo Wheel" and drop a new, terrifying number on your desk. "Congratulations, you grew 15% last year... now we need 25%." Panic sets in.This week on "The Selling Podcast," Mike and Scott reveal why waiting for your quota to build a plan is a rookie mistake. They argue that you must create your sales plan before you receive your quota. Why? Because data gives you leverage. If you know your numbers better than your manager does, you turn a mandate into a negotiation.We break down the 3 effective ways to create a quota-based sales plan that puts you in the driver's seat:Start with a Data-Driven Breakdown: Don't look at the scary big number. Mike explains how to slice the data by product, time, and customer. Understand exactly where your growth came from last year so you know if a 20% increase is a pipe dream or a layup.Territory & Segment Prioritization (Assign Quotas to Clients): This is the secret sauce. You can't control corporate, but you can control your territory. We discuss "monetizing" your accounts by mentally assigning them their own quotas. We also introduce the "2x4 Method" (selling 2 products to 4 accounts, or vice versa) to visualize exactly where the new revenue will come from.Build a Pipeline That Matches the Strategy: A goal without a pipeline is just a wish (or a pipedream). We discuss how to ensure your pipeline math actually supports the new number, factoring in close rates and "sandbagging" buffers.Plus, we have a candid (and hilarious) conversation about "Sandbagging"—the sales rep's secret weapon. Is it ethical? Does every manager know you're doing it? (Spoiler: Yes, and they're doing it too).Tune in to stop fearing "The Number" and start building a plan that makes hitting quota a mathematical certainty.Support the showScott SchlofmanMike Williams - Cell 801-635-7773 #sales #podcast #customerfirst #relationships #success #pipeline #funnel #sales success #selling #salescoach

Ever felt overwhelmed trying to track multiple jobs across your business? In this final installment of our three-part series on business function charts, Khalil and Martin demonstrate how to build a practical Kanban board system that gives you instant visibility into your sales pipeline. Learn how to transform your workflow chart into a visual tracking system that shows you exactly where your deals stand, without requiring technical expertise.What You'll LearnHow to convert your workflow chart into a visual Kanban boardThe step-by-step process for setting up a deal tracking system in ClickUpHow to create templates with subtasks that ensure consistent process executionWhy mapping your business functions creates clarity for your entire teamHow to build process checklists that make delegation effortlessTime Stamps00:37 - Episode Intro01:04 - Mapping the Sales Function02:40 - Understanding Kanban Cards05:48 - Building the Sales Pipeline in ClickUp11:46 - Customizing ClickUp for Sales Stages25:51 - Core Activities for Specific Deals26:50 - Lead Management Tasks27:29 - Subtasks and Customer Qualification28:33 - Creating Checklists for Core Activities29:48 - Implementing Checklists in ClickUp34:35 - Setting Up Task Templates35:36 - Managing Sales Pipeline with Clickup40:45 - Process Recap55:52 - Final ThoughtsSnippets from the Episode"If you don't feel organized as a contractor, if you are curious what the status of your jobs are, if you feel like you don't have systems in your business and you don't know where to start... this is how you make sense of it."- Khalil Benalioulhaj"A pipeline is the critical path of a workflow. You're not going to say, 'I made a first call and a second call and then sent a text message.' We don't want that in our pipeline. We just want the critical path."- Khalil Benalioulhaj"One of the first things is just talk to it. Tell it what the hell you're trying to do."- Martin Holland on using AIKey TakeawaysThe Function Chart Is Not a Process ChartKanban Boards Create Visual ClarityTemplates Ensure Consistent ExecutionAI Can Map Your Business WorkflowsChecklists Remove Complexity from DelegationCritical Path Tracking Beats Detailed DocumentationYour Admin Team Can Implement This SystemResources⁠CFC 280⁠ - Mapping Your Workflows with AI: A Guide to Business Function Charts Part 1CFC 283 - Building Your Business Function Chart with AI: A Guide to Business Function Charts Part 2ClickUp ⁠WisprFlow Referral Link⁠⁠Claude Artifact - Sales Workflow⁠⁠Claude Artifact - Sales Function Chart⁠⁠Claude AI ⁠PowerPoint/⁠Google Slides ⁠⁠HTML Flowchart Generators⁠⁠Kanban board systems⁠⁠⁠⁠⁠⁠⁠⁠24 Things⁠⁠⁠⁠⁠⁠⁠ Construction Business Owners Need to Successfully Hire & Train an Executive Assistant⁠⁠⁠⁠⁠⁠⁠Schedule⁠⁠⁠⁠⁠⁠⁠ a 15-Minute Roadblock CallCheck out⁠⁠⁠⁠⁠⁠⁠ OpenPhone⁠⁠⁠⁠⁠⁠⁠Build a Business that Runs without you. Explore our⁠⁠⁠⁠⁠⁠⁠ GrowthKits⁠⁠⁠⁠⁠⁠⁠ Need Marketing Help? We Recommend⁠⁠⁠⁠⁠⁠⁠ Benali⁠⁠⁠⁠⁠⁠⁠Need Help with podcast production? We recommend⁠⁠⁠⁠⁠⁠⁠ Demandcast⁠⁠⁠⁠⁠⁠⁠More from Martin Holland⁠⁠⁠⁠⁠⁠⁠theprofitproblem.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠annealbc.com⁠⁠⁠⁠⁠⁠⁠   ⁠⁠⁠⁠⁠⁠⁠Email Martin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Meet With Martin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠More from Khalil⁠⁠⁠⁠⁠⁠⁠benali.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Khalil⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Meet With Khalil⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠More from The Cash Flow ContractorSubscribe to our⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube channel⁠⁠⁠⁠⁠⁠⁠Subscribe to our ⁠⁠⁠⁠⁠⁠⁠Newsletter⁠⁠⁠⁠⁠⁠⁠Follow On Social:⁠⁠⁠⁠⁠⁠⁠ LinkedIn⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠ Facebook⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠ Instagram⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠X(formerly Twitter)⁠⁠⁠⁠⁠⁠⁠Visit our ⁠⁠⁠⁠⁠⁠⁠website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠ The Cashflow Contractor

What you'll learn in this episode: ● The #1 daily habit that guarantees consistent sales success● Why distractions—not lack of skill—are your biggest obstacle● How to eliminate excuses and follow through on your vision● The simple mindset shift that makes rejection irrelevant● The difference between top producers and struggling agents To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

Send us a textIf you're posting, branding, and “working on your website” but not actually closing clients, this episode is your wake-up call. Sales strategist Katie Nelson (The Sales Catalyst and CEO of Sales Uprising) breaks down why so many first-time founders drown in marketing while starving their business of cash. If you've ever avoided sales because you're introverted, uncertain, or afraid of hearing “no,” this conversation will change how you think about selling forever.

 What you'll learn in this episode:● Why marketing takes 90–180 days to gain mindshare● How to plan for consistent lead generation without burning out● The key difference between salespeople and business owners● Why long-term success requires both time and money● How to build a sustainable business in 3–5 years● The mindset shift that turns short-term hustle into predictable wealth

There are only a few weeks left where you have the undivided attention of your audience.Mark your calendar because as soon as it hits around about the 12th of December, everyone starts winding down and clocking off.So if you want consistent cash + clients to continue to flow into your business in 2026, you need to make sure you're filling your sales pipeline with dream, fully-aligned clients now. After over 6 years in business I see this scenario play out every single year. And every single year, everyone starts to freak out when they get to the middle of January and realise their sales pipeline is dry and they have no idea where their next client is going to come from.So in today's episode of the How I Do Content Podcast, I'm going to share how you can set yourself up now with a sales pipeline filled with hot AF leads who are READY to buy. Minus the mid-January freak out or having to work through the holidays.SIGN UP FOR THE MESSAGING FOR LEADS MINI-MINDIt's my new 2-week mini-mind designed to help you fix the one thing standing between you and consistent sales → your messaging.We'll create the kind of top-of-funnel strategy that keeps your sales pipeline full of hot-AF, ready-to-buy leads – the ones who already get your magic and are just waiting for the right invite.It starts Monday 17th November and it's only $47. Let's get your sales pipeline sorted so you too can switch off from the 12th of December knowing your marketing is still working – and your dream clients are already lining up for the new year.Sign up at https://thesocialbolt.com.au/mini-mind/ WANT MORE?Watch my 22 minute Obvious Choice Offer Training at https://thesocialbolt.com.au/obvious-choice/ Join the Micro Messaging Waitlist at https://thesocialbolt.com.au/messaging-waitlist/ Follow Tahryn on Instagram at http://www.instagram.com/thesocialbolt Find out more at https://www.thesocialbolt.com.au TOPICS COVERED IN THIS EPISODE2026 marketing plan, end of year marketing strategy, holiday marketing tips, sales pipeline strategy, how to fill your sales pipeline, attract dream clients, consistent clients in 2026, marketing for service providers, small business marketing plan, visibility strategy, content that converts, marketing during holidays, nurture your audience, sustainable marketing, visibility connection conversion framework, content strategy for coaches, top of funnel marketing, messaging that sells, lead generation for online business, audience engagement, sales funnel tips, building business momentum, content that attracts clients, how to keep leads warm, messaging for leads, business planning 2026, client attraction strategy, how to get sales while offline, why waiting until January doesn't work, CEO marketing mindset, intentional marketing strategyBackground Music is Copyright Free. You're free to use this music in your videos.Track: Harry Potter Theme SongMusic promoted by Chayatori RecordsVideo Link: https://youtu.be/WY8-lVlLhWE

Business is a numbers game but sometimes people over-obsess with the numbers.They think more followers, more email subscribers, more leads = more sales. But that's not always the case.Because you can have 1,000 new followers, 100 people join your freebie, or 50 leads in your DMs…But if they're not ready to buy, it doesn't matter.You'll still find yourself chasing conversations that go nowhere, spending more time convincing than converting and wondering what you're missing.When really it's not always about how many people are in the room – it's about who's in the room.And that's something I've been reminded of lately.A new group has just joined Micro Messaging, and when I think about this group of brilliant, bright wizards – I see the power of messaging in action.Because messaging is what helps me attract the right people – the ones who light me up, who get results, who bring the best energy into my offers.So in today's episode of the How I Do Content Podcast I'm sharing how I continuously fill my sales pipeline with high-intent, ready to buy dream clients.Because it doesn't happen by accident – it happens by design. SIGN UP FOR THE MESSAGING FOR LEADS MINI-MINDIt's a short, fun, and practical container to help you fine-tune your messaging so it consistently attracts the right people into your world.In our 2 weeks together, you'll learn how to craft content that builds desire, creates demand, and differentiates you from everyone else – so filling your pipeline with dream clients feels easy and intentional.This is your opportunity to work together to build the leads system that brings dream clients into your world on repeat – this mini-mind is something I've never done before.Oh and it's only $47!So if you're done chasing cold leads and you're ready to attract clients who are hot AF and ready to buy – sign up at https://thesocialbolt.com.au/mini-mind/ WANT MORE?Watch my 22 minute Obvious Choice Offer Training at https://thesocialbolt.com.au/obvious-choice/ Join the Micro Messaging Waitlist at https://thesocialbolt.com.au/messaging-waitlist/ Follow Tahryn on Instagram at http://www.instagram.com/thesocialbolt Find out more at https://www.thesocialbolt.com.au TOPICS COVERED IN THIS EPISODElead generation strategy, qualified leads vs quantity, high-intent leads, how to attract ready-to-buy clients, sales pipeline optimization, how to get better leads, messaging strategy for service-based business, marketing messaging examples, ideal client clarity, audience targeting for coaches, content that converts, how to build demand with messaging, brand differentiation, business growth through messaging, filtering leads with content, creating alignment in offers, improving lead quality, attracting dream clients online, sales funnel messaging tips, how to write magnetic content, micro messaging framework, high-intent marketing, demand creation strategy, values-based marketing, client attraction system, how to stop chasing leads, sales psychology for service providers, small business lead generation, messaging mini-mind, messaging for leads training, magnetic marketing languageBackground Music is Copyright Free. You're free to use this music in your videos.Track: Harry Potter Theme SongMusic promoted by Chayatori RecordsVideo Link: https://youtu.be/WY8-lVlLhWE

Referrals are powerful but what happens when they dry up? In this episode, Emma explores how founders can mitigate risk in their businesses by shifting from dependency on word-of-mouth to building a strong, sustainable social media presence. Every business, whether it's product-based or service-driven, faces risk when it comes to lead generation. While networking, events, and referrals remain valuable, they shouldn't be the only sources of growth. Emma highlights why relying solely on personal connections puts your time and business health at risk, and how social media can serve as your 24/7 partner in building trust, nurturing audiences, and expanding visibility. Social media doesn't just attract new clients. It also supports referrals by reinforcing credibility when prospects research your brand online. By the end of this episode, you'll see how social media marketing can be the key to protecting your pipeline and scaling with confidence. Listen in as Emma explains: The dangers of relying solely on referrals for lead generation How social media nurtures, attracts, and validates leads Why a strong digital presence doubles your growth opportunities And so much more!   Connect with Ninety Five Media: Website Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand: strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call

Monday Sales Kickoff: Your pipeline isn't full, it's clogged. Mark shares how to fix it and turn your sewer pipe into a water tap. Discover how aligning your Ideal Customer Profile (ICP), understanding buyer intent, and pinpointing the Moment of Decision (MOD) will help you engage potential clients at the perfect time.These strategies, when combined, lead to a sales pipeline that not only fills up, but truly delivers.

On October 8, we're teaming up with Luke Hansen and two high-performance contractors to show you how to fix your communication problems (with clients, subs, staff and more). Register for our Contractor Communications Roundtable here: https://trybta.com/CE-COM-OC2025Take our 5 minute quiz and get a personalized Contractor Growth Plan here: https://trybta.com/DL239Join us at Build Show Live! Use promo code BTA25 for 25% off your registration. Register here.To learn more about Breakthrough Academy, click here: https://trybta.com/EP239 The modern buyer doesn't want to wait. They expect instant answers, real-time communication, and a seamless experience from first click to final payment. Today, Liveswitch CRO James Hatfield is on the show to talk about how create a seamless and speedy experience for customers using virtual --quoting.--Here's a hard reality:The modern buyer doesn't want to wait. They expect instant answers, real-time communication, and a seamless experience from first click to final payment.But most trades businesses struggle to make that a reality for their customers.Today, I'm joined by James Hatfield, CRO at LiveSwitch, to unpack a faster, smarter way to sell—without losing the human connection.We'll cover how expectations have shifted, where contractors are still falling short, and how to blend speed with authenticity in every step of the sales journey.If you want to win the “race to the face” and elevate your customer experience, this one's for you.00:00 - Intro02:03 - History of Liveswitch04:15 - Balancing race to face vs. personalization07:46 - What does the modern buyer expect from a sales process?11:02 - What does the virtual quoting experience look like for customers?16:37 - Benefits of tech-enabled sales24:19 - Creating a tech-enabled review/referral process27:04 - Claiming the property with QR codes32:16 - Does EVERY customer really prefer tech-enabled sales?34:20 - Other tech to add to your stack39:08 - Final thoughts and wrap up

Send us a textEver feel like a sales call was a total waste of time? This week on "The Selling Podcast," Mike and Scott reveal the antidote: a powerful framework built on just four essential questions that turn every conversation into a strategic advantage.They introduce the "Strategic Flight Plan," a simple yet powerful methodology that ensures every sales call is intentional and directly tied to your quota. You'll learn to ask:"Why are we stopping here?" to avoid the easy but pointless meetings and focus on genuine opportunities."Who are we going to see here?" and "What questions are we going to ask them?" to stop flying blind and start planning for a truly impactful conversation.And the most critical question of all: "Why is that information you are after important?"—the secret to tying every detail back to a bigger business outcome.This isn't just about asking questions; it's about building a feedback loop where your daily actions directly feed into your overall sales success. Tune in to transform your calls from busywork into purposeful, revenue-driving conversations.Support the showScott SchlofmanMike Williams - Cell 801-635-7773 #sales #podcast #customerfirst #relationships #success #pipeline #funnel #sales success #selling #salescoach

Send us a textAre leads slipping through the cracks while you wait for proposals?After working with 178+ video production companies doing $250K and above, I've seen the same pattern hold 90% back from scaling. In this episode, I share the exact pipeline system that turns chaotic lead management into predictable revenue.Here's what you'll learn:The difference between inquiries, warm leads, and true opportunitiesWhy most companies confuse activity with pipeline healthHow to nurture prospects without feeling “salesy”The principle of decision acceleration to get faster yes or no answersReal examples of members turning scattered spreadsheets into organized systemsIf you can't answer right now how many people are active in your pipeline, this episode will show you what's missing.Mentoring options : www.denlennie.com Connect with Den on Instagram: https://www.instagram.com/den_lennie

Should salespeople become influencers? I'm a firm believer in this, and my guest, Michael Manzur, Founder & CEO of Flood Me Social, is back to discuss the importance of thought leadership and influencer marketing. He shares how building genuine influence and community online is the modern path to driving real results.From Audience to Community· You can't just focus on your ideal audience as an influencer—you have to build a community. · Michael explains how sales professionals can use social media platforms like LinkedIn to create meaningful conversations, provide value, and position themselves as trusted thought leaders.· In today's world of AI, influencer salespeople must do more than simply attract an audience—they need to create engagement that fosters stronger connections, leading to more opportunities and qualified leads.Common Mistakes Companies Make with Influencer Campaigns· Michael points out how many organizations jump into influencer campaigns without first aligning their business objectives with their social media and influencer marketing efforts. This often leads to confusion about goals and results.· Companies frequently delegate influencer marketing to already overloaded social media managers, causing burnout and a lack of focus on what's truly driving results.· There's often a disconnect among stakeholders, where campaigns are judged solely on surface-level metrics like impressions or comments, instead of tracking whether those efforts actually lead to sales or real business outcomes.The Impact of AI on Influencer Marketing· AI is beginning to disrupt influencer marketing by allowing brands to experiment with AI-generated creators, sometimes achieving results at a fraction of the traditional cost.· Despite technological changes, Michael noted that “the best practices don't change”—AI influencers still need effective calls to action and strong community engagement to move the needle in sales.Steps for Sales Leaders and Executives· Start by understanding best practices in influencer marketing and ensure every campaign is tied back to clearly defined business objectives and sales targets.· Participate actively in the right communities, not just by broadcasting messages but by engaging—commenting on posts, sharing insights, and building thought leadership, particularly on platforms like LinkedIn.· When running influencer campaigns, carefully select the right creators, create detailed creative briefs, outline clear calls to action, and constantly monitor for results that matter—such as actual leads or conversions, not just likes or impressions."The best way you can access influencer marketing and sales is just by sharing your thoughts in the community that you participate in." - Michael Manzur.Resources· Take a few minutes to check out the Goldman Sachs creator economy article and see for yourself how this massive shift is reshaping marketing and sales. Let this be your motivation to explore influencer campaigns, engage your communities, and make sure you're not left behind.· Revisit episode 644 of the podcast with Micahel and learn more about what he had to say about getting social on social media. · Reach out to Michael on LinkedIn for insights and consulting in faith-based, wellness, or broader B2B influencer marketing

Learn how to capture, create, and convert demand in the AI era If you're still trying to grow your business with traditional funnels and wondering why your capture, create, convert demand strategy isn't working, you're about to discover why those old-school tactics are completely dead. In this episode, I sit down with one of the very few people who actually gets it - Megan Bowen - and we dive deep into the evolution of buyer behavior from the analog buying era all the way through to where we are now in the AI era. We explore why 96% of the buying process now happens before prospects ever talk to your sales team, and Megan breaks down her game-changing framework that's helping B2B companies completely rethink how they approach demand generation. Trust me, you're going to want to have a pen and paper handy for this one because we're going beyond the surface-level funnel nonsense that everyone else is teaching. My guest today is Megan Bowen, CEO of Refine Labs, and she's someone I have tremendous respect for because she actually eats her own pudding. With over 20 years of experience building and scaling go-to-market teams across B2B industries - including companies that achieved IPOs and acquisitions - Megan co-founded Refine Labs in 2020 with a mission to completely change how B2B companies approach their go-to-market strategies. What I love about Megan is that her leadership philosophy isn't some theoretical framework from a business book - it's rooted in real-world experience as an individual contributor, people manager, and executive leader. She understands that without customers, you don't have a business, and she's laser-focused on creating the conditions for long-term relationships and meaningful results.Retry KEY TAKEAWAYS: Volume-based funnel marketing fails because high-intent leads convert at 25% while low-intent leads convert at less than 1% Use "split the funnel analysis" to show the dramatic difference between lead quality and stop wasting budget on low-intent leads By 2030, nearly 100% of buying decisions happen before sales calls, making self-service information critical Put pricing, social proof, and competitive advantages directly on your website to eliminate buyer friction Brand marketing gets you into buyers' "day one consideration set" before they start searching for solutions Dark social is the invisible 6-12 month buying cycle where prospects research before visiting your website Create content that actually solves buyer problems rather than just promoting your services Talk to your customers regularly to understand their evolving needs and grow beyond seven figures Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites:  www.PredictableProfits.com www.predictableprofits.com/community  

In this episode of the Revenue Builders Podcast, our hosts John Kaplan and John McMahon are joined by John Schoenstein, the CRO of Customer.io. The discussion dives into Schoenstein's extensive experience in scaling companies from startup stages to large enterprises, touching on key topics like repeatable revenue systems, the importance of talent, and sales rep productivity. The conversation also explores the integration and impact of AI on sales processes, how to create effective revenue systems at various growth stages, and the cultural and operational shifts necessary for scaling. Schoenstein emphasizes the significance of data, training, and customer-centric approaches in driving successful sales teams. The discussion offers valuable insights for B2B sales leaders looking to understand and implement strategies for scalable and efficient growth.ADDITIONAL RESOURCESConnect with John Schoenstein: https://www.linkedin.com/in/john-schoenstein/Learn more about Customer.io: www.Customer.ioEmail John about joining the Customer.io team: john.schoenstein@customer.ioHow leaders are driving growth and scalability in 2026: https://hubs.li/Q03JN74V0Watch Force Management's C-Level Panel Discussion on Growth, Valuation and Execution: https://bit.ly/4p6kyGSEnjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:36] Scaling Companies: Insights from John Schoen Stein[00:03:41] The Importance of Talent in Sales[00:11:16] Pipeline Generation and Sales Leadership[00:16:50] Building a Winning Culture[00:18:28] Implementing Repeatable Revenue Systems[00:30:02] The Role of Data and Rev Ops in Scaling[00:32:58] Pipeline Focus and Sales Rep Productivity[00:34:09] Measuring Sales Rep Productivity[00:35:27] Regional Productivity and Investment Decisions[00:36:05] Analyzing Sales Data for Insights[00:38:35] Sales Productivity in Startups[00:40:00] Remote Work and Sales Productivity[00:41:42] Encouraging Creativity and Adaptability in Sales[00:45:52] AI in Sales and Revenue Leadership[00:49:05] Implementing AI in Sales Processes[01:02:06] Customer Engagement and AI at Customer.ioHIGHLIGHT QUOTES[00:05:32] “Talent matters at all levels. You want people who are competitive, coachable, and curious.”[00:08:33] “You can't own your territory if you're depending completely on inbound leads.”[00:12:54] “Patriots go to battle with you when it's hard. Mercenaries leave when things get tough.”[00:16:57] “Pride is the precursor to winning, and winning is the precursor to pride.”[00:39:57] “If you're not looking at sales productivity, you're missing a precursor to whether people will make it.”[00:46:28] “AI should be a copilot—helping reps win, not just adding more inspection.”[00:47:10] “Sellers that do not have AI acumen are going to be replaced by sellers that do.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us a textIs cold calling dead? It's the most controversial question in sales, and this week on "The Selling Podcast," Mike and Scott tackle the debate head-on. In a classic showdown of old-school grit versus new-school tech, they lay out the powerful case for and against the cold call.On one side, they argue that cold calling is far from dead, serving as a direct, fast path to decision-makers and a powerful way to build genuine human connection in a digital world. They even explain why, in industries like medical and B2B services, the phone still reigns supreme and is an essential "boot camp" for building a new rep's pipeline and resilience.On the other side, they don't shy away from the harsh realities. They dissect the frustrations of navigating gatekeepers and voicemail graveyards, the low ROI compared to highly targeted social selling, and how the modern buyer's behavior has made cold calls feel like an interruption. They also confront the real issue of burnout and morale that constant rejection can cause.This episode is a balanced, no-BS look at both sides of the argument. Mike and Scott's signature banter will have you laughing as you re-evaluate your own prospecting strategy and decide for yourself if cold calling is a vital tool or a relic of the past.Support the showScott SchlofmanMike Williams - Cell 801-635-7773 #sales #podcast #customerfirst #relationships #success #pipeline #funnel #sales success #selling #salescoach

Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll agent that collects employee hours through text messaging. While some features promise major time savings, others raise concerns about accuracy and employee honesty - particularly the payroll automation that Matthew and Alicia approach with healthy skepticism.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (04:16) - QuickBooks Connect Event (06:52) - New Features in QuickBooks Online (09:04) - Intuit Enterprise Suite Enhancements (23:48) - AI and Automation in QuickBooks (33:31) - Customer Leads and Sales Pipeline (36:08) - Integrating CRM with QBO (37:02) - Future Episode on MailChimp (37:30) - Introducing the Payroll Agent (41:28) - Employee Honesty and Payroll Management (44:16) - Nuts and Bolts of Payroll via Text (46:20) - Upcoming Webinars and Events (47:28) - Business Network and Check Remittance Feature (51:37) - Sales Tax Filing Updates (55:39) - Membership Drive and Curriculum Refresh (57:48) - Reframe Conference Announcement (59:38) - Conclusion and Final Thoughts In the Know 8/21/25 Handout: https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2F16DSniDOT2mydltdn8k1_August2025_InTheKnow_Handout.pdfAlicia's The Great QBO Refresh with classes from Sept 9 through June 2026, andthe membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-RefreshWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Send us a textEver wonder what separates the good sales reps from the truly great ones—the ones who consistently meet and exceed their quota, quarter after quarter? This week on "The Selling Podcast," Mike and Scott pull back the curtain on the top three things elite sales professionals do to achieve consistent success. No guests, no fluff, just actionable wisdom you can implement immediately.We dive deep into three core principles:They Own Their Pipeline Like a CEO: Elite reps don't sit back and wait for leads to land in their lap. We'll show you why the best in the business act like the CEO of their own sales territory, taking full ownership of their prospecting. Learn to understand the value and velocity of every opportunity in your pipeline, ensuring a steady, predictable flow of business that you control.They Sell with Purpose, Not Just Products: Quota crushers are more than just product experts—they are customer-centric problem solvers. We explain why focusing on features is a rookie mistake. Instead, learn how to ask smart, situational questions that uncover your prospect's pain points and allow you to tailor your pitch to their specific needs. Remember, people buy outcomes, not options.They Follow Through and Follow Up Relentlessly: The final secret to success isn't just about closing, but about finishing. We reveal why the most successful sales reps are masters of follow-up. Discover how to set clear next steps in every interaction and relentlessly circle back on old leads. We'll prove that in a world full of distractions, your persistence is your most professional asset.Tune in to learn the three habits that will transform your sales game and help you start crushing your own quota.Support the showScott SchlofmanMike Williams - Cell 801-635-7773 #sales #podcast #customerfirst #relationships #success #pipeline #funnel #sales success #selling #salescoach

Tired of your sales pipeline going dry after a busy season?In this episode of the Relentless Goal Achievers podcast, host Eric Konovalov shares 3 practical and proven strategies to keep your pipeline consistently full—without burning out.With experience coaching over 4,300 sales pros, Eric dives into:✅ The 20-per-day method to generate 8–10 meetings per week✅ The “3 Left, 3 Right” technique to maximize in-person prospecting✅ How to run a Proposal Party and revive dead leadsWhether you're in B2B, tech, or local sales—these strategies will help you stay ahead, stay booked, and stay paid.What You'll Learn in This Episode:Why your pipeline goes dry—and how to prevent itThe 20-per-day formula to generate 8–10 new meetings weeklyThe “3 Left, 3 Right” technique for in-person prospecting successHow to host a “Proposal Party” to re-engage cold leads and lost dealsWhy fear of cold calling is natural—and how to overcome itThe mindset shift that separates average salespeople from elite performersResources & Links Mentioned:

Most sales teams don't have a lead problem—they have a system problem. Here's how AI can help fix it.In this episode of the CEO Sales Strategies Podcast, Doug C. Brown speaks with John Long, founder of Thynk.ai, about the real reason most businesses don't see ROI from sales automation. It's not the tools—it's the system behind them.John breaks down how to apply AI in outbound sales, re-engage cold leads, and stop the follow-up failures that stall your pipeline. If you're scaling a founder-led sales model or leading a team that sells through 1:1 conversations, this episode offers practical strategy—not just theory.You'll learn:✅ The difference between generative and agentic AI✅ Why automation often reveals more problems than it solves✅ The 10-80-10 model for smart AI integration✅ How AI revives old leads without adding headcount✅ What sales leaders must fix before they scale

When Michelle Denogean joined Roadster as CMO, the company had a great product—but no one knew who they were or why their solution mattered. Digital retailing in the automotive space was still emerging, and skeptical dealerships weren't ready to dive into their innovative model. Eighteen months later, Roadster had grown its sales pipeline 5X, slashed its sales cycle by 25%, and increased branded search volume by 10X. Not only that—it was acquired by the largest tech company in auto retail for $360 million. So, what changed? Michelle led a full-scale strategic rebrand that prioritized education, positioned Roadster as the industry authority, and rebuilt alignment between sales and marketing teams to boost conversion. In today's case study, this six-time CMO (currently at Mindtrip), author of GrowUp!, and now startup advisor reveals how she built a category-defining brand and used customer-led storytelling, non-social media driven influencer strategy, and omnichannel thought leadership to 10X business. If you're trying to disrupt your industry, this is the blueprint. Connect with Michelle: https://www.michelledenogean.com/ https://www.linkedin.com/in/michelledenogean/ https://michelledenogean.substack.com/ IG: @michelledenogean https://mindtrip.ai/ Iconic business leaders all have their own unique genius. Take this quick 10 question quiz to uncover your specific CEO style advantage: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cubicletoceo.co/quiz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you enjoyed today's episode, please: Post a screenshot & key takeaway on your IG story and tag me ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@missellenyin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@cubicletoce⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠o so we can repost you. Leave a positive review or rating at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.ratethispodcast.com/cubicletoceo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe for new episodes every Monday. Learn more about your ad choices. Visit megaphone.fm/adchoices

Many B2B sales teams still struggle with an inconsistent pipeline. In this insightful conversation with host John Golden, lead generation expert Bill Rice shares his blueprint for achieving predictable, sustainable revenue growth. This isn't your average discussion about sales—it's a deep dive into the mindset and strategic actions required to succeed in a competitive landscape. Bill Rice challenges the conventional wisdom that salespeople should wait for marketing leads. He outlines a powerful framework that puts control back in the hands of the sales professional, emphasizing the critical role of personal brand, deep industry knowledge, and the smart application of technology. Tune in to discover how to create effective lead capture mechanisms, orchestrate multi-channel outreach, and define a sales process that enables you to forecast with confidence. This episode is a must-listen for anyone looking to build a B2B sales pipeline that is both robust and reliable.

In this episode, a former top-ranked commercial truck sales rep, Sean Lyden of Systematic Selling, breaks down what actually works in freight sales!  We talk about the 90-day rule in B2B, how to reframe cold calls as shopping for customers, and why your Ideal Customer Profile isn't just about who to target, but also who to avoid. Sean also shares his dial-based prospecting strategy, KPI tracking tips, and why consistency beats intensity every time! If you're a freight broker, carrier representative, or logistics founder, this is the kind of tactical strategy that can immediately shift your sales game. Want better conversions and a stronger pipeline? Tune in and start doing the work!   About Sean Lyden Sean is the founder and CEO of Systematic Selling, where they help SMB owners and their sales teams in the service trades scale their sales (without the chaos). Sean is a former U.S. Top 25 medium-duty truck sales rep (GMC, Chevrolet, Isuzu brands), has been in sales for 28 years, has handled over 1,200 coaching sessions for founders, owners, and their sales teams, and the co-author of Collaboration Effect on Profit: Overcoming Founder's Syndrome to Achieve Sustainable Success (2024).   Connect with Sean LinkedIn: https://www.linkedin.com/in/seanlyden/ Newsletter: https://www.systematicselling.co/  

Here's a question that exposes one of the most dangerous myths in modern sales: How do you set the right pipeline creation target to consistently hit quota? That's exactly what Maryellen Soriano from New Jersey asked when she called into Ask Jeb. After crushing 134% of quota in her first year selling EdTech solutions—transitioning from owning her own childcare center to selling back into that same industry—she was being told she needed 11X pipeline to maintain her success. If that number made you cringe, you're not alone. The obsession with pipeline multipliers is creating more problems than it's solving, and it's time we had an honest conversation about what actually drives predictable revenue. The Pipeline Myth That's Killing Your Forecast Most sales teams are drowning in fake pipeline, and it's destroying their ability to forecast accurately. Leadership teams, especially in tech companies, consistently miss their numbers quarter after quarter because they're obsessed with one question: "How much pipeline do we have?" The real question should be: "How clean is our pipeline?" Would you rather have 11X pipeline filled with lottery tickets, or 2X pipeline packed with qualified buyers? The answer should be obvious, but somehow we keep chasing vanity metrics instead of focusing on what converts. Here's the brutal truth: All pipeline opportunities are not equal. Two Approaches to Pipeline Creation There are two ways to approach pipeline creation, and only one of them actually works consistently. Approach #1: Maximum Daily Prospecting (The Proven Method) Don't worry about how big your pipeline is. Worry about how much prospecting you're doing, and run on a daily cadence of prospecting that maxes out the time you can spend every single day. Prospect every day, every day, every day. I have a block of time every morning for prospecting. Then I'm prospecting during any gap during the day. If there's time between meetings, I'm doing outreach. Every single day I'm prospecting to the very max that I have time to prospect. When you do this, you don't have to worry about pipeline size because it takes care of itself. You never get on the desperation roller coaster because you never stop feeding the machine. Approach #2: Pipeline Multiplier Obsession (The Broken Method) This is where leadership teams fixate on having "5X pipeline" or "11X pipeline" because they think more is better. The problem? As soon as reps think they have "enough" pipeline, they quit prospecting. Then reality hits when half those opportunities were pipe dreams. The Science of Pipeline: The Law of Replacement If you want to look at pipeline like science rather than hope, you need to understand the Law of Replacement: You need to replace opportunities in your pipeline at a rate that is equal to or greater than your closing ratio. Let me give you a real example of how this works. In a previous role, I had my numbers dialed in perfectly: I knew I needed 10 first-time appointments every week About 50% would move to follow-up appointments (5 deals) I'd close about 20% of those follow-ups (1 deal per week) It took me about 20 prospecting touches to generate 2 first-time appointments Working backwards from one closed deal per week, I knew exactly what I needed to produce in terms of prospecting activity and first-time appointments to feed my pipeline consistently. If I didn't replace the deals that fell out every single week, I'd eventually end up with nothing. What Makes a Real Pipeline Opportunity Here's where most organizations get it completely wrong. They're stuffing their CRM with anything that moves and calling it "pipeline." A real pipeline opportunity requires a conversation. It's not a form fill or a marketing lead or something someone else talked to and dumped in your CRM. You need to have qualified it yourself and made a decision that it belongs in your pipeline. At Sales Gravy, we generate more than a thousand leads per month. Most of those don't go directly into the pipe because nobody had a conversation with them. They go to the sales team for vetting and qualifying first. The only leads that go straight into the pipeline are our "hot" leads. People who come in saying, "I have 30 salespeople and I need Fanatical Prospecting training right now." Those people have pre-qualified themselves, and we close about 90% of them. The Win Rate Reality Check If you're running win rates against junk that marketing stuffed into your pipeline, those numbers are meaningless. Your win rate should be calculated against deals you sent written offers to buy. Here's how I define a real win rate: Number of deals closed divided by number of proposals given. Until you give someone a proposal, you haven't asked them to buy. Everything before that is just conversation. How to Build Predictable Pipeline When you're ready to get scientific about your pipeline, here's the formula: 1. Define Your Time Period Look at your pipeline on a 60-90 day rolling period, depending on your sales cycle. Don't try to forecast a year out if your deals close in 60 days. 2. Assign Real Revenue Numbers Every opportunity needs an accurate revenue number. Don't inflate deals to hit your multiplier target—that's just lying to yourself. 3. Calculate Probability by Deal, Not by Stage Your CRM stages are fiction. A deal in "discovery" isn't automatically 50% likely to close. Look at the evidence for each individual deal and assign probability based on what you actually know about their buying process, budget, and timeline. 4. Do the Math Take your pipeline revenue and multiply by the probability of each deal closing. That's your real forecast for the period. Get disciplined about this process, and you'll find you can predict your results with scary accuracy. The Daily Discipline That Changes Everything Here's what separates elite performers like Maryellen from everyone else: They maximize their prospecting time every single day, regardless of how their pipeline looks. When you hit 134% of quota, nobody cares what your pipeline multiplier was. They care about results. The most effective approach is simple: Block time every morning for prospecting. Fill gaps throughout the day with outreach. Follow your proven process religiously. Never stop feeding the machine. Stop Playing Pipeline Games Most sales teams are playing games with their pipeline instead of focusing on what actually matters. They're: Stuffing CRMs with unqualified leads to hit multiplier targets Chasing deals that were never real opportunities "Checking in" on pipe dreams instead of prospecting for new business Missing forecasts because their pipeline was built on hope, not evidence Your Action Plan If you're a sales rep: Maximize daily prospecting time regardless of current pipeline size. Know your real closing ratios based on actual proposals, not marketing leads. Be ruthless about qualification before putting deals in your pipeline. Track what matters: first-time appointments, conversion rates, and revenue per proposal. If you're a sales leader: Stop obsessing over pipeline multipliers and start focusing on pipeline quality. Don't let marketing stuff your CRM with unqualified leads that skew your metrics. Coach reps on qualification standards rather than just demanding more pipeline. Measure probability by deal evidence, not by arbitrary stage percentages. The Bottom Line Pipeline multipliers are vanity metrics that create false confidence and poor forecasting. Clean pipeline built through daily prospecting discipline and rigorous qualification creates predictable revenue. The Law of Replacement isn't just a concept—it's your lifeline. Master it, and you'll never worry about pipeline size again. Ignore it, and you'll ride the desperation roller coaster every quarter. Your commission check doesn't care about your pipeline multiplier. It only cares about one thing: Did you close the deal or didn't you? The next time someone asks about your pipeline, don't tell them how big it is. Tell them how clean it is. Because clean pipelines close deals, and dirty pipelines just create false hope. Learn the keys to developing a Fanatical Prospecting Mindset in Jeb Blount's course: Fanatical Prospecting Essentials

Here's a question that exposes one of the most dangerous myths in modern sales: How do you set the right pipeline creation target to consistently hit quota? That's exactly what Maryellen Soriano from New Jersey asked when she called into Ask Jeb. After crushing 134% of quota in her first year selling EdTech solutions—transitioning from owning her own childcare center to selling back into that same industry—she was being told she needed 11X pipeline to maintain her success. If that number made you cringe, you're not alone. The obsession with pipeline multipliers is creating more problems than it's solving, and it's time we had an honest conversation about what actually drives predictable revenue. The Pipeline Myth That's Killing Your Forecast Most sales teams are drowning in fake pipeline, and it's destroying their ability to forecast accurately. Leadership teams, especially in tech companies, consistently miss their numbers quarter after quarter because they're obsessed with one question: "How much pipeline do we have?" The real question should be: "How clean is our pipeline?" Would you rather have 11X pipeline filled with lottery tickets, or 2X pipeline packed with qualified buyers? The answer should be obvious, but somehow we keep chasing vanity metrics instead of focusing on what converts. Here's the brutal truth: All pipeline opportunities are not equal. Two Approaches to Pipeline Creation There are two ways to approach pipeline creation, and only one of them actually works consistently. Approach #1: Maximum Daily Prospecting (The Proven Method) Don't worry about how big your pipeline is. Worry about how much prospecting you're doing, and run on a daily cadence of prospecting that maxes out the time you can spend every single day. Prospect every day, every day, every day. I have a block of time every morning for prospecting. Then I'm prospecting during any gap during the day. If there's time between meetings, I'm doing outreach. Every single day I'm prospecting to the very max that I have time to prospect. When you do this, you don't have to worry about pipeline size because it takes care of itself. You never get on the desperation roller coaster because you never stop feeding the machine. Approach #2: Pipeline Multiplier Obsession (The Broken Method) This is where leadership teams fixate on having "5X pipeline" or "11X pipeline" because they think more is better. The problem? As soon as reps think they have "enough" pipeline, they quit prospecting. Then reality hits when half those opportunities were pipe dreams. The Science of Pipeline: The Law of Replacement If you want to look at pipeline like science rather than hope, you need to understand the Law of Replacement: You need to replace opportunities in your pipeline at a rate that is equal to or greater than your closing ratio. Let me give you a real example of how this works. In a previous role, I had my numbers dialed in perfectly: I knew I needed 10 first-time appointments every week About 50% would move to follow-up appointments (5 deals) I'd close about 20% of those follow-ups (1 deal per week) It took me about 20 prospecting touches to generate 2 first-time appointments Working backwards from one closed deal per week, I knew exactly what I needed to produce in terms of prospecting activity and first-time appointments to feed my pipeline consistently. If I didn't replace the deals that fell out every single week, I'd eventually end up with nothing. What Makes a Real Pipeline Opportunity Here's where most organizations get it completely wrong. They're stuffing their CRM with anything that moves and calling it "pipeline." A real pipeline opportunity requires a conversation. It's not a form fill or a marketing lead or something someone else talked to and dumped in your CRM. You need to have qualified it yourself and made a decision that it belongs in your pipeline. At Sales Gravy,