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This one completely changed how I look at sales. In Week 3 of ASCEND, Ken Deemer broke down a simple framework for qualifying prospects around pain, budget, and decision-making, and we've already started refining our own sales process because of it. Instead of rushing to measure, estimate, and send proposals, we're learning to slow down, ask better questions, uncover the real problem, and determine whether an opportunity is actually worth pursuing. If you're tired of wasting hours quoting jobs that never close, this episode might completely change the way you sell.
Matt charges $600 a month, keeps under 2% churn, and earns $30K per member. Here's his exact gym sales and referral system. This gym membership sales case study starts with the math. The average gym member in America is worth $1,400 over their lifetime. Matt's average member is worth $30,000. Same math, completely different numbers: under 2% monthly churn, more than 50 months of average retention, and 15 competing gyms within five minutes of his Costa Mesa studio. Matt runs Recoup Personal Training with his wife Stevie and business partner Beau, and joined Mike at the A-Class retreat to break down the sales process behind those numbers. This is not about closing harder. It is about everything that happens before the close. They walk through how to build real rapport without relying on small talk, the discovery questions that get a prospect to sell themselves, and a live role play of Matt's actual $600 a month consultation. Matt also breaks down his gold gift card referral program and why giving away a month at no charge makes sense when a member is worth $30,000. If you have ever been afraid to raise your prices, this gym membership sales breakdown shows you what is actually possible. In this episode you'll learn: — Why the average gym member is worth $1,400, and Matt's is worth $30,000 — The exact discovery questions that get a prospect to sell themselves — Why rapport is not about small talk, and what actually works instead — A live $600 a month sales role play, start to finish — The dating analogy Matt uses to explain why sales are lost early — Why closing 1% better matters more at a $30,000 lifetime value — The gold gift card referral program that turns one sale into two — Why a month with no charge is a smarter referral incentive than a discount — How Matt and his team refined their avatar after almost losing their best clients — Why Matt still does the sales himself instead of handing it off — How reviews and past client stories became their real growth engine If you have ever wondered whether raising your prices would cost you members, this episode shows you what happens when the sales process actually earns it. Timestamps: — 0:00 The average member math: $1,400 versus $30,000 — 0:38 Welcoming Matt and introducing Recoup Personal Training — 1:41 $600 a month, under 2% churn, and what that means — 2:48 Why raising prices does not have to cost you members — 4:26 Why sales are lost in the first few minutes — 5:28 What most people get wrong about rapport — 7:44 The discovery process that gets a prospect to sell themselves — 9:00 Live role play: selling a $600 a month consultation — 10:35 Why reviews became their biggest growth lever — 11:46 Turning results into referrals without asking for a review — 15:34 The avatar mistake that almost cost them their best clients — 18:18 The gold gift card referral program — 18:59 Why giving away a month makes more sense than a discount — 21:14 Capacity, sales volume, and why they are not opening a second location — 22:22 How much of the sales Matt still does himself — 23:32 Natural talent versus a trainable sales system Connect with Mattison Fetters, Recoup Personal Training: Instagram: https://www.instagram.com/recoup_personal_training 100K Plan: https://www.youtube.com/watch?v=uMPx7b3_LOA Behind Gym Doors Podcast Playlist: https://www.youtube.com/playlist?list=PLnwaMl7Us7dAkfE6idQW56EYkEEQ2E5eE Mike breaks down the exact sales math and referral system behind a $30,000 lifetime value member. The plan behind how GSD Gyms helps studios build systems like this is right here. Turns out the golden gift card is not for show.
Are you leaving money on the table because your sales process is too clunky, too slow, or too complicated? If you're a 6 or 7-figure business owner, streamlining your sales process might be the quickest way to boost your revenue, improve client satisfaction, and save precious time. In this episode, I'll show you exactly how to simplify and optimize your sales operations for both brick-and-mortar and virtual businesses. What if you could: • Close deals faster without overwhelming your team? • Increase revenue per lead without adding complexity? • Deliver a seamless customer experience that builds trust and loyalty? If any of this sounds like a "Hell Yes!" for your business, this episode is for you! Mentioned in this episode Subscribe to Email List Leave a Podcast Review Work/Connect with me: Offer Optimization Scorecard Book a Call Tune in to start taking your business and life to the next level today and don't forget to subscribe or follow the podcast to make sure you don't miss any future episodes. Visit https://jessicamillercoaching.com/ to learn more. You can also follow me on Instagram (@jessicadioguardimiller) and Facebook.
Chris Diroll of SMA Support explains why roofing contractors may not need more leads—they may need better follow-up, clearer processes and someone responsible for consistent implementation.Show Notes:Most roofing contractors believe more leads will solve their sales problems. But what if the real problem is that the leads they already paid for are slipping through the cracks?In this third installment of the Roofing Business Health Check series, Dave Sullivan is joined by Chris Diroll of SMA Support to discuss the missing implementation piece behind a healthy roofing business.Financial statements and CRM dashboards give you the lab work, but they only provide a snapshot. Before you can make an accurate diagnosis and decide what to fix, someone must keep the information accurate, maintain the CRM and make sure the processes are followed consistently.Chris shares how he once believed he needed more leads. Instead, he followed up with approximately 200 open estimates in only 22 minutes—and had two or three signed the following morning.In this episode, you'll learn:Why more leads may be the wrong prescriptionWhere opportunities leak out of the sales processWhy your CRM needs one clearly responsible ownerThe difference between hiring a VA and installing a managed processWhy recruiting, role fit, training and accountability matterHow missed calls and inconsistent follow-up waste marketing dollarsWhy accurate information must be maintained consistentlyHow back-office support can free the owner for higher-value workWhy job costing and accurate bookkeeping complete the Health CheckThe goal is not simply to add more software, employees or leads. It is to diagnose the real constraint, assign ownership and consistently implement the right process.RESOURCESRoofing Business Health Check:https://theroofercoach.com/health-check/Learn more about SMA Support:https://theroofercoach.com/smasupportLearn more about ProLine:https://theroofercoach.com/prolineEpisode 490 — Financial Health:https://theroofercoach.com/490Episode 491 — Sales Health with John DeLaurier:https://theroofercoach.com/491Schedule a call with Dave:https://davesullivan.as.me/consulting-call Keep an eye out for the upcoming live Roofing Business Health Check webinar with Dave Sullivan, Chris Diroll and John DeLaurier.
In this week's sales training workshop, we discuss one of the easiest and most effective ways to sell. This is a sales methodology we call conversation-based selling, where you focus more on the conversation than on the product. This is Part II, and here is a link to Part I https://youtube.com/live/JbixlmZ2SAc.Here is the video for Part II https://youtube.com/live/WmBFwWYu9LM
Every August, Jess hears the same story on repeat: decision makers are on holiday, budgets are frozen, nobody's picking up the phone, so why bother? In this episode, Jess pushes back on that, hard. More decision makers and stakeholders are booking sales calls this August than she's seen in the last two years, and her own clients, working across leadership, performance, executive coaching, and fractional HR, are signing forty thousand pound retainers and hitting their entire annual revenue targets in six or seven months. It's not quiet out there - not even close! Jess is clear that when a sales process stalls, or a sales pipeline stops converting, it's rarely the market's fault, and it usually comes down to one of three things. First, contagious negativity: doom and gloom talk spreads through business communities faster than success stories do, the same way an unhappy customer tells far more people about a bad experience than a happy one tells about a good one. If everyone around you is agreeing that nothing's working, it's easy to absorb that as fact instead of checking it against your own numbers. Second, strategy hopping: jumping from cold email outreach, to LinkedIn outreach, to networking, to trade shows, without ever giving a single method the time, volume, or clearly defined success markers it needs to prove itself. Most coaches and consultants haven't been taught what a lead generation channel is actually supposed to produce. Its job is to book qualified sales calls, not close deals on its own, so judging an outreach campaign by how many sales it generated directly, rather than how many qualified conversations it opened, is an unfair test from the start. When that test fails, the channel gets written off and the search for a new one begins again, wiping out whatever progress had already been made. Third, and often the reason the other two happen at all, is not having a proven, best practice sales process to troubleshoot against in the first place. Without one, there's no baseline to compare results to, no way to tell whether a tactic is underperforming or simply hasn't had enough time, and no way to tell a genuine problem apart from ordinary variation. This is made worse by a gap that rarely gets talked about: most coaches and consultants have invested heavily in qualifications for their specialism, whether that's leadership, HR, nutrition, or executive coaching, but very few of those qualifications include any formal sales training. Learning to sell on top of learning to deliver is a genuinely big undertaking, and struggling with it in year one is normal, not a personal failing. The real cost of strategy hopping isn't the time spent on any single failed attempt. It's staying stuck in the hardest, least comfortable phase of selling to corporate clients for far longer than necessary, because every reset means relearning lessons that a fully implemented, properly measured process would only have taught once. Coaches and consultants who commit to a single proven process, follow it as designed, and give it defined time and volume before judging it, tend to move through that difficult first phase once and into a far more sustainable place: referrals, inbound leads, and account maximisation with existing clients. So if you're heading into the final stretch of summer wondering whether to pause lead generation until September, the evidence points the other way. Corporate decision makers are still active, still booking calls, and still signing contracts. The businesses seeing the strongest results right now aren't the ones with an easier market. They're the ones executing, and honestly troubleshooting, a sales process they actually trust. Key Quotes "The purpose of lead generation is to book qualified sales calls." "That attitude is contagious. Happy customers will talk about their experience with a company to one or two people. Unhappy customers tell on average ten people how unhappy they are about something." "The hardest bit of selling to companies is the first year doing it, because in the first year selling to companies, you are learning and implementing all new skills." Key Takeaways 1. The Market Isn't the Problem. The Story About the Market Is. A slow market isn't universal, it's what happens when a proven process isn't being run. 2. Negativity Is Contagious, and It Spreads Faster Than Success Does. One unhappy voice in your peer group can talk ten more people into believing the market's dead. 3. There's a Real Difference Between Positive Critique and Defeatist Thinking. Diagnosing a specific gap fixes your process; writing off a whole channel after one bad week doesn't. 4. There's a Clear Divide Between People Who Fully Implement a Strategy and People Who Hop Between Them. Chasing a quick win means never finishing anything long enough to know if it actually works. 5. Customising a Proven Template Often Breaks It. Tweak a proven template and you lose the ability to tell whether the strategy failed or your edit did. 6. Very Few People Selling to Companies Have Ever Been Taught to Sell. Nobody trains coaches and consultants to sell, so struggling with it in year one is normal, not a failure. 7. Every Sales Activity Is an Experiment, and Experiments Need Defined Success Markers. Without defined success markers upfront, you can't tell if a tactic is failing or just unfinished. 8. Strategy Hopping Keeps You Stuck in the Hardest Part of Selling to Corporates, on Repeat. Every reset sends you back to the hardest, least profitable stage of selling to corporates. 9. August Is a Genuine Opportunity, Not a Dead Zone. Waiting for September to restart outreach guarantees a slow start to Q4. If you've enjoyed listening to Doing everything but your sales process still isn't converting in the way you want? Check out these episodes. STC146 – Surprising Ways Your 30 Day Sales Mindset Is Impacting Your Revenue https://podcasts.apple.com/gb/podcast/surprising-ways-your-30-day-sales-mindset-is-impacting/id1469526548?i=1000698230229 STC147 – 90 Day Sales Reset: Quickly Analyse Your Sales Process to Create Powerful Results https://podcasts.apple.com/gb/podcast/90-day-sales-reset-quickly-analyse-your-sales-process/id1469526548?i=1000700230322 STC176 – The Most Important Skill Professional Salespeople Have (And How You Can Use It!) https://podcasts.apple.com/gb/podcast/the-most-important-skill-professional-salespeople/id1469526548?i=1000770129000 Join the Selling To Corporate B2B Sales Edit: Weekly newsletter for coaches and consultants; sharing the real B2B sales techniques that have taken over 30,000 sales processes from busy -> balanced and profitable. https://sellingtocorporate.beehiiv.com/subscribe?utm_source=applepodcasts&utm_medium=podcast_shownotes&utm_campaign=stc-podcast-shownotes-2026 Cold -> Closed The self-paced B2B sales experience for coaches / consultants / speakers / trainers and done-for-you service providers who want scalable, sustainable sales from brand new corporate clients in 90 days or less. https://smartleaderssell.thrivecart.com/-cold-to-closed-product/ Episode Sponsored by The Expert Services Directory Access The Expert Services Directory here: https://bit.ly/ExpertServicesDirectory A curated directory that proactively markets your services to corporate decision makers every month. Standard listings reach 1,000+ decision makers per month; Directory Plus listings reach 2,000+. Only 10 suppliers per category. Standard listing: 1,000+ decision makers per month Directory Plus listing: 2,000+ decision makers per month Application required, not all applications are accepted Content Disclaimer The information contained above is provided for information purposes only. The contents of this article, video or audio are not intended to amount to advice and you should not rely on any of the contents of this article, video or audio. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of this article, video or audio. Jessica Lorimer disclaims all liability and responsibility arising from any reliance placed on any of the contents of this article, video or audio.
Pricing strategist Shannon Mattern joined me on Ditching Hourly to discuss how to present pricing options in a project proposal based on the mindset of the buyer: investment-minded, expense-minded, and hustle-minded. In this episode, we dive into Shannon's Package Matrix method, a framework she developed to offer clients different levels of service and pricing options. We explore how to implement this strategy, manage client expectations, and ensure timely payments.00:00 Introduction00:25 Shannon's Background01:24 Overcoming Pricing Challenges02:24 Package Matrix Method06:23 Implementing Package Matrix10:58 Sales Process and Payment Terms17:21 Handling Client Delays20:58 Sales Cycle and Proposal Strategy28:03 Presenting Proposals39:51 Follow-up and Decision Deadlines47:19 Final Thoughts and ResourcesShannon Mattern is a pricing strategist and the creator of the Package Matrix™ Method. She's also the host of the Profitable Web Designer and Anchor High podcasts, and founder of Web Designer Academy, where she helps women web designers move from undercharging to premium pricing. You can connect with Shannon at https://shannonmattern.com or on LinkedIn at https://linkedin.com/in/shannonmattern
According to Chris Badgett, effective LMS and eLearning companies gain valuable clients by serving as strategic business partners rather than just creating websites. Agencies should charge for a systematic discovery process that produces a clear blueprint before any work starts, rather than diving right into development or offering planning for free. He likens it to […] The post The Agency Sales Process Behind 5-6 Figure eLearning Website Clients appeared first on LMScast.
Your sales process might be the reason your members are leaving.Churn just hit a new high across the car wash industry, and the fix everyone's selling is more sales technology. More pressure at the pay station, more tools, more sign-ups per shift. In this episode, Josh Taylor breaks down why that approach is quietly creating the exact churn operators are trying to fix, and what to do instead.Through three real case studies, you'll see how messaging, incentives, and timing determine whether a member stays for 7 months or 26. You'll learn why a "yes" at the pay station isn't the same as a member who lasts, why voluntary cancellations are rising while failed payments fall, and what an actual retention system looks like from sign-up through renewal.If you're an operator trying to grow membership without watching people cancel out the back, this one's for you.Get the bookWe put the full framework in Five Funnels to Freedom. It's free, just cover shipping: https://optspot.com/request-a-book/ConnectThe Car Wash Growth Playbook is hosted by Josh Taylor, CMO at OptSpot. OptSpot has worked exclusively with car washes for almost a decade, helping operators grow their text clubs, convert retail customers into members, and keep those members far longer than the industry average.Learn more: https://optspot.com#carwash #carwashbusiness #membership #customerretention #carwashmarketing
In this new video, I break down why a "measure, estimate, email it over" approach isn't really a contractor sales process but a shortcut that quietly costs you jobs.If your close rate feels inconsistent or you're tired of losing jobs to price, join my free Sticky Sales Masterclass.
Thank you for joining us for another episode of Building the Premier Accounting Firm. Today Roger Knecht and Brian Mayoral, Co-Founder and CEO of Sell Up, explore how accounting professionals can create the ideal sales package for their services. Discover how niching, effective sales systems, and shifting from features to benefits can help you scale your firm with easy to implement sales strategies. In This Episode: 00:00:00 Introduction to the Podcast 00:02:10 Redefining the Meaning of Sales 00:07:54 Mentorship and Personal Growth 00:13:01 Common Sales Pitfalls for Accountants 00:19:58 Packaging and Selling Value 00:27:10 Strategies for High-Value Sales 00:36:11 Closing Thoughts and Final Advice Key Takeaways: Define an ideal customer profile to move away from the "jack of all trades" trap and increase your firm's repeatability. Prioritize "bennies" (benefits) over features to communicate the actual value of your services to business owners. Implement a structured sales process that builds trust and uses both logic and emotion to drive faster client decisions. Avoid the "Grand Slam" mentality by using a value ladder to offer smaller, high-impact services first. Featured Quotes: "Sales is believing in someone's highest potential, not in their current circumstances." — Brian Mayoral "The best sales techniques rarely beat the person who truly believes in their product or service." — Brian Mayoral "Sales isn't coercive; it's a collaborative decision that betters a situation." — Roger Knecht Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Helping accounting professionals confidently and Increase profit by 30% - Convert more high-paying clients upfront without more hours Book you no cost offer review at wesellup.com/schedule competently offer quality accounting services to get paid what they are worth. Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal.
Ryan Pineda and Brian Davila sit down with Jesse Burrell and Devin Burr to break down why building a life insurance agency may be a faster, more scalable path to wealth than real estate wholesaling, and exactly how to get started.Connect with Jesse & Devin - https://www.thestandardagency.io/https://www.instagram.com/mr_brrrr/https://www.instagram.com/jesseburrell_/__________If you'd like my team to run your marketing & sales department to scale your business apply here https://www.pinedapartners.comJoin our private mastermind for elite business leaders who golf. https://www.mastermind19.comWant to be featured on the Wealthy Way Podcast? Apply here https://www.wealthyway.comIf you want to start your real estate investing business, we'll give you 1:1 coaching, seller leads, software, & everything you need. https://www.wealthyinvestor.comTired of paying so much in taxes every year? We'll give you strategy, tax prep, and accounting all in one place. https://www.taylor-tax.comJoin free Bible studies and workshops for Christian business leaders. https://www.tentmakers.us__________Chapters: 00:00 - Wholesale vs Insurance03:45 - Insurance Success & Payouts15:01 - Lead Sources17:18 - Startup Costs & Commissions23:33 - Recruiting & Sales Process30:04 - Wealth Potential Compared38:14 - Building & Selling Agencies49:32 - Scaling Insurance vs Wholesale1:01:24 - Exit Strategy1:20:41 - Insurance Strategies1:30:16 - Pivot to Real Estate1:33:30 - Agency Model & Recruiting
Bradley Hamner closes out the sales playbook series with the third and final part, moving from belief and sales systems into the sales process itself. This solo episode focuses on the first two phases of that process: the introduction and the discovery, or information gathering, phase.Bradley lays out the full architecture of a sales process, then goes deep on the front end. He explains why rapport building has to stay short so the rep keeps control of the call, where the FORM framework fits and where it does not, and the two objectives of discovery: finding out if and how you can help, and eliminating objections before the close. He also walks through both approaches to information gathering and why he leads with the prospect's current situation before their desired one to create buying tension.This conversation moves beyond scripts and closing tactics and into where sales calls are actually won. Are you rushing rapport and losing control of the conversation? Are your questions deep enough that the prospect feels understood rather than processed? And what becomes possible when the selling no longer depends entirely on you? If you want to build a sales process your team can learn, repeat, and eventually run without you, this episode is for you.Visit https://workshop.blueprintos.com to register for the upcoming Above The Business workshop.Thanks to our sponsorsCoach P ConsultingCoach P found great success as an insurance agent and agency owner, leading a large and stable team of top-performing professionals. Today, he shares the systems, delegation strategies, and specialization methods he developed along the way. Gain access to weekly training calls and mentoring at:https://coachpconsulting.comBe sure to mention you heard about it on the Above The Business Podcast.Autopilot RecruitingAutopilot Recruiting helps small business owners solve staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every business day. They optimize your applicant tracking system, post job listings, and source candidates through social media and local communities.With their continuous recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates without paying hiring fees or commissions.https://www.autopilotrecruiting.comMention Above The Business Podcast when you reach out.Direct ClicksDirect Clicks specializes in digital marketing solutions designed for business owners who want measurable results. Their team supports companies through paid advertising, SEO, and strategic marketing systems that help generate consistent leads.Exclusive offer for listeners:https://directclicksinc.com/abovethebusinessGet a free marketing campaign audit where their team reviews your website, SEO, content, social media, and paid advertising, then provides actionable recommendations. If you partner with them, all setup fees will be waived.About Above The BusinessAbove The Business is hosted by Bradley Hamner, founder of BlueprintOS, and focuses on helping small business owners transition from Rainmaker to Architect by building systems, teams, and operations that scale without their constant involvement.
Most sales processes are completely backward because they track what the seller does, not how the buyer actually makes decisions. In this episode, Mark Kosoglow breaks down their exact playbook, including:
Book a free strategy call to see how we can help you hit your goals and beyond: https://bit.ly/4b0wLaZ or call us at: (214)-453-1591Get Predictable Calls From Proven Direct Mail Campaigns. Learn more about CertainPath's Lead Generation Direct Mail programs — for members AND non-members. Click here for a FREE Market Analysis: https://mycertainpath.com/lead-generation-request/?utm_source=youtube&utm_medium=video&utm_campaign=tsc224--------------------------------------------------------------------------This father-and-son electric shop was doing $600K with almost no profit. Three years later: $1.6 million. The difference wasn't luck — it was how they sell. Erwin Carrasquillo taught himself the electrical trade after coming to the United States — before he could even speak English. He and his son Owen built Jeoah Electric in Slatington, Pennsylvania on grit: borrowed crews, work that never turned into money in the bank, and a $15,000 payroll due against $200 in the account. The turning point came in a Home Depot aisle, when Owen asked a more successful electrician one question — "what are you doing that I'm not?" That question led them to a sales process they now run on every call. In this conversation, Erwin and Owen walk host Bob Houchin through it step by step — selling the diagnostic first, asking questions instead of pitching, building three options instead of ultimatums, and reframing price as safety. It's the system that took them from $600,000 to $1.6 million in three years, both earning Crown Champion honors. They're just as candid about the hard parts — the night Owen broke down finding his 'why,' the leap of faith that put the whole thing on a credit card, and the faith and family culture that held it all together. In this conversation, you'll discover: The questions that get customers to sell themselves Why you sell the diagnostic before you touch the panel How to present three options without giving ultimatums The "medicine analogy" that makes safety urgent How to handle "I need to think about it" in a single move Reframing price as monthly safety, not cost The mindset shift that turned survival into $1.6M Whether you're an electrician, a plumber, or an HVAC owner trying to get off the truck, Erwin and Owen's process shows how a small shop can sell with confidence and character. Watch on YouTube or listen on your favorite podcast platform. And don't forget to subscribe to The Successful Contractor for more interviews that move the needle. About the ShowThe Successful Contractor is a podcast for residential HVAC, plumbing, electrical, and roofing contractors. Hosted by Bob Houchin, each episode features real contractor growth stories, hard-won business insights, and practical takeaways for building a profitable home services company.Meet the HostBob Houchin has spent 20+ years immersed in the home services industry — listening to, learning from, and serving the people who run it. As host of The Successful Contractor, he's interviewed hundreds of the brightest minds in the trades. Beyond the mic, Bob is a Senior Strategist at CertainPath, building the training, onboarding programs, keynotes, and playbooks used by 1,200+ residential service companies. His motto: smart contractors learn from their mistakes; wise contractors learn from the mistakes of others.About CertainPathCertainPath is a business coaching and training organization that has built successful home service businesses for more than 25 years. We serve 1,200+ member companies across HVAC, plumbing, electrical, and roofing with professional coaching, training for every role, software solutions, and a vendor partner network that delivers millions in member rebates every year. Doubling your sales with a 20% net profit and an inspiring company culture is ALL possible. With CertainPath, Success is Made Certain.FOLLOW CERTAINPATH:Facebook: https://www.facebook.com/CertainPathLinkedIn: https://www.linkedin.com/company/certainpathInstagram: https://www.instagram.com/certainpath/#electrician #electricalcontractor #salestraining #homeservices #certainpath #skilledtrades #contractorbusiness #fatherandson
Good conversations that do not close are not a talent problem. They are a process problem. In this episode, we break down eight specific places where sales processes break down for business owners who are doing everything else right, from proposals that answer the wrong questions to a process that ends at the signed agreement when the real test is just beginning. If your sales conversations feel productive but your close rate does not reflect it, this episode will show you exactly where to look.
Sales organizations stall when knowledge stays trapped in the heads of a few experienced people. In this Revenue Builders replay, Frederik Maris explains how leaders turn field experience into repeatable execution through sharper qualification, stronger frontline management, and deliberate coaching. He shares how conscious competence helps managers teach what top performers do instinctively, why early wins matter for new reps, and where leaders must take accountability when talent fails to develop. The conversation gives CROs a practical view of the systems, behaviors, and management discipline required to build a team that can scale. Frederik Maris is the Co-Founder and Chief Revenue Officer of EliteGTM, where he helps founders and revenue leaders build more predictable go-to-market organizations through advisory, recruiting, and enablement. His career includes senior leadership roles at Splunk, Zoom, DataRobot, BMC, Veritas, and PTC, giving him firsthand experience building and transforming complex enterprise sales teams. Connect with Frederik: LinkedIn Resources mentioned: The Happiness Advantage by Shawn Achor Key takeaways from this episode: 08:44 – What it really takes to uncover the customer pain and internal support that move complex deals forward. 04:51 – Why sales leaders need a clear understanding of the methods behind their own success. 26:16 – What CROs often overlook about the frontline manager's role in seller ramp and retention. 28:13 – Why a new rep's first deal can shape confidence, momentum, and long-term performance. 40:36 – Frederik Maris's perspective on the traits that matter most when hiring for growth. 45:06 – A look inside the interview signals that reveal self-awareness and emotional intelligence. 01:01:07 – The leadership question that creates accountability when performance falls short. 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
Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
Making customers work to hire you could be costing you jobs. Discover how to build a frictionless sales process with better online forms, faster follow-up, and estimates that make it easier for customers to say yes. In this episode of Masters of Home Service, host Adam Sylvester sits down with Brandon Downer (Pink's Windows) to break down the systems behind a frictionless sales system. From simplifying quote requests to removing unnecessary back-and-forth, Brandon shares practical ways to improve the customer experience and win more work. Download our free frictionless selling playbook to put their tips into action: https://bit.ly/3SYimWq New to Jobber? Claim your exclusive listener discount: https://bit.ly/4y8A4GJ Show Notes: [00:49] How a frictionless sales process drives growth [02:17] How to build a high-converting online quote form [04:00] How to sell recurring services naturally [05:05] Why customers want more ways to book services [05:44] Hard sell vs. soft sell: Which works best? [07:49] Quotes vs. ballpark estimates: Which builds more trust? [08:07] Make every quote easier to book with appointment dates [09:14] Why speed to lead helps contractors win more jobs [10:20] Should you text or call new home service leads? [11:23] How to capture after-hours leads automatically [13:19] How Pink's general manager handles high lead volume [14:01] Sales automation that speeds up response time [14:56] The #1 sales automation mistake contractors make [15:22] Brandon Downer's best sales closing line
A sales process that closes consistently is about building a defined, repeatable sequence that produces the same quality of result regardless of the day, the deal, or which version of you shows up to run it. In this episode, our host breaks down seven specific things your sales process needs to close deals consistently, from mapping your exact stages to calibrating your process to the size of the opportunity. If your sales results feel unpredictable, this is where you start building the fix.
Automation has increased sales activity while reducing effectiveness, as AI-driven outreach floods the market and drives conversion rates down. In this segment, Greg Casale explains why outbound phone calling remains a critical channel for pipeline generation, especially in complex B2B environments where live conversations create immediate learning and engagement. He outlines the discipline required to make phone work, from hiring and training to technology and compliance, and why this channel continues to perform when easier options break down. The discussion highlights a clear operational reality for sales leaders: teams that invest early in outbound phones build a durable advantage when selling gets harder. Greg Casale is the Founder and CEO of Reveneer Inc., where he leads a system-driven approach to outbound pipeline generation through embedded SDR teams. He began his career as a chemical engineer and brings a manufacturing and process control mindset to building repeatable, data-driven sales operations. Connect with Greg: LinkedIn Resources mentioned: Hyperbound TitanX Listen to the full episode here: How to Build a Predictable Pipeline Engine Without Sales Heroics with Greg Casale 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
How can staffing firms use AI to drive more revenue without losing the trust that wins business? Kortney Harmon sits down with Anna Frazzetto, founder and CEO of AFM Strategic Partners, to explore why AI is most powerful when it's built on strong sales fundamentals—not used as a shortcut.Anna shares practical strategies for integrating AI into every stage of the sales cycle, from prospecting and discovery to forecasting and follow-up. She explains why disciplined processes, clean data, and human judgment remain essential, and offers clear guardrails for adopting AI in ways that improve efficiency while protecting client relationships.Learn how today's top sales leaders are using AI to scale smarter—without sacrificing the credibility and trust that drive lasting success.________________Follow Crelate on LinkedIn: CrelateWant to learn more about Crelate? Book a demo hereSubscribe to our newsletter: The Full Desk Experience
Service Business Mastery - Business Tips and Strategies for the Service Industry
Most contractors want more leads, more booked calls, and more revenue. But if your sales process is inconsistent, more leads will only expose the problem faster. In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Josh Martin, Director of Revenue Strategy at 3Four Labs, to talk about how service businesses can grow by building a stronger sales framework, improving technician coaching, and using AI-powered tools the right way. Josh explains why AI and automation are only useful when your company already knows what "good" looks like. If your technicians, comfort advisors, or salespeople do not have a clear framework, the software cannot magically make them better. It needs to understand the questions you want asked, the information you want collected, and the way your company expects customers to be served. The conversation also breaks down why recording field conversations should not be seen as "Big Brother," but as a coaching tool. Just like athletes watch game film, technicians and salespeople can use call and visit recordings to improve their communication, tone, positioning, and close rate. They also discuss: Why every growing company needs a repeatable sales framework How AI ride-along tools help coach technicians and salespeople Why technicians act differently when a manager is physically in the truck How recording customer conversations can help your team improve Why "sales" feels uncomfortable for many technicians The importance of teaching technical experts how to communicate value Why companies need clean data before they rely on AI How AI can create noise when it is used without a clear outcome Why automation must be monitored instead of set and forgotten How to avoid overwhelming your team when adopting new technology Why sales tools must be customized to your company's process How asking for the sale is often the missing step in the home If you are trying to grow your service business, improve close rates, coach your team better, or make AI useful instead of confusing, this episode gives you a practical look at how sales process and technique create scalable growth. Timestamps 00:00 Clarifying platform's role and use case 05:22 Getting started in the industry 09:22 AI ride along software discussion 10:53 Optimizing service call efficiency 16:07 Watching sales recordings for improvement 18:37 Identifying AI-generated resumes 21:01 Efficiency with Technology Tools 24:08 Understanding mismatched business language 29:17 Demo: Claude's PowerPoint integration 31:10 Human oversight in automation 35:23 Challenges of Team Growth 39:35 Understanding customer communication skills 42:31 Introducing Execconnect tool 43:31 Explaining the 34 Labs name Follow the Host and Guest Tersh Blissett: https://www.linkedin.com/in/tershblissett/ Joshua Crouch: https://www.linkedin.com/in/josh-crouch/ Josh Martin: https://www.linkedin.com/in/joshuadarrenmartin/ 3Four Labs: htps://www.linkedin.com/company/3fourlabs/ Connect with Us • LinkedIn - https://www.linkedin.com/company/service-business-mastery • TikTok - https://www.tiktok.com/@servicebusinessmasterypodcast • Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast • Instagram - https://www.instagram.com/servicebusinessmasterypodcast This episode is kindly powered by: UpFrog: upfrog.com MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/ Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod CompanyCam: https://companycam.com/ Breezy: Capture 25-30% more clients with Breezy AI Agents. Use code "SBM" to book a demo and get $500 on us: https://getbreezyapp.com/schedule-demo PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo
On this episode of the Elite Business Advice Podcast, Chris Moore and Ted Pierce break down the 3 areas of opportunity they see most with painting contractors in working with their clients across the country. From Understanding Your Numbers, to Following a Sales Process, and wrapping up with Project Plans and Management Strategies, they share a lot of actionable items both on the “why” it's important but also the how-to implement details!Curious what it looks like to have the Elite Business Advisors team on your side in your business? Schedule a free business analysis meeting with us at www.elitebusinessadvisors.com
The Command: https://thecontractorfight.com/command"I need to think about it."If you're hearing that over and over on your sales calls, here's the truth: it's probably not the objection you think it is. In this video, Tom Reber explains why "I need to think about it" is usually an out...not an objection and how contractors accidentally create it themselves.You'll learn the exact question to ask when a homeowner says they need more time, plus how to fix the sales process that's causing this objection in the first place.If you're tired of chasing prospects, lowering your price, and following up on deals that go nowhere, this episode will change the way you sell.Chapters 00:00 Why You're Hearing "I Need to Think About It"00:25 It's Not an Objection—It's an Out01:21 How Contractors Create This Problem02:02 Stop Earning This Objection02:32 What's Really Going Through the Homeowner's Mind03:22 The Exact Response to Use04:37 Fix the Sales Process, Not the Comeback05:34 Stop Selling Like a Quote Machine06:06 The Sales Process That Prevents It07:00 The Script to Use Every TimeIf you want to close more jobs at full price, build more trust with homeowners, and stop hearing the same objections over and over, subscribe to The Contractor Fight for weekly videos on sales, pricing, leadership, and building a profitable contracting business.Follow Tom on Instagram
Today's conversation features Brian McCarthy, President of Global Revenue and Field Operations at Cursor and former CRO at Rubrik, where he helped scale the business from $118 million to $1.5 billion in ARR. In this segment, Brian breaks down the rapid evolution of AI in software development, from simple code autocomplete to fully autonomous agent-driven environments, and what that shift means for competition, product strategy, and go-to-market execution. He also explains how Cursor's multi-model approach creates a unique advantage in a fast-moving market, and why aligning that innovation with focused sales execution is critical to winning. Brian McCarthy is President of Global Revenue and Field Operations at Cursor and former CRO at Rubrik, where he helped scale the company from $118M to $1.5B in ARR. He is known for building high-performance revenue organizations and execution-focused cultures in complex enterprise environments. Connect with Brian: LinkedIn Resources mentioned: Ep. 71 - What the Best Sales Leaders Do with Brian McCarthy All In Podcast with Chamath, Jason, Sacks & Friedberg Listen to the full episode: Why Sales Execution Wins in an AI-First World with Brian McCarthy, President of Global Revenue and Field Operations at Cursor 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
Episode Summary Ever lose a deal to someone who clearly wanted your solution but refused to follow your sales process? The problem may not be the buyer—it may be the rigidity of your process. In this episode, we explore why every prospect already has a buying process, and why the best sales teams know when to guide it and when to adapt to it.What You'll Learn in This EpisodeWhy forcing buyers into your sales process costs qualified deals.How to determine when to influence a buyer's process versus adapting to it.A practical way to gather decision-maker input without forcing another meeting.//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram
Many stalled deals do not fail because the solution is weak. They fail because the team moved too fast before the buyer had a reason to care, a sponsor willing to mobilize, and enough confidence to take the risk. Randy Riemersma joins John McMahon and John Kaplan to unpack how false velocity, shallow discovery, and weak executive alignment create fragile opportunities that collapse late. He explains why elite sellers slow down early, uncover real business pain, connect operational problems to strategic outcomes, and manage the emotional side of buying when the decision starts to feel personal. Randy Riemersma is the founder of Sell with Precision, where he helps sales leaders strengthen go-to-market execution, leadership effectiveness, and sales operating discipline. He has spent decades in B2B sales, leadership, consulting, and executive coaching, with a focus on helping teams sell with greater clarity, precision, and business relevance. Connect with Randy: LinkedIn Website Resources mentioned: The Happiness Lab with Dr. Laurie Santos - The Hidden Beliefs That Shape Your Happiness with Shawn Achor Key takeaways from this episode: 00:00 - Why many late-stage deals are lost long after the buyer has agreed with the business case. 02:37 - What leaders often overlook when early deal momentum feels too good to be true. 03:51 - A look inside the moment elite sellers create the urgency that average reps never uncover. 12:53 - Why many CROs see strong operational engagement fail to translate into executive sponsorship. 16:41 - The six emotions that drive buyer decisions and how to leverage them across deal stages. 28:24 - What it really takes to build buyer belief when the risk of saying yes starts to feel personal. 40:28 - Why the best discovery conversations feel less like qualification and more like understanding. 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
How has hospitality technology evolved from the early days of CD-ROM site inspections to AI-powered sales intelligence?In this special HITEC edition of The Modern Hotelier, David Millili sits down with Michael Waltman, Founder of Interactive Sites, to explore his remarkable journey from hotel operations to building one of the industry's most trusted group sales technology companies. Michael shares the story behind Interactive Sites, the evolution of ShareIt Online, and how the platform now helps nearly 13,000 hotels improve lead sharing and qualification.The conversation also dives into Seller Ready, Interactive Sites' latest AI-powered solution that helps hotel sales teams evaluate RFPs, identify winning strategies, and make smarter decisions faster. They also discuss the future of AI in hospitality, improving lead quality, and the energy and innovation showcased at HITEC.In this episode, you'll learn: How Interactive Sites pioneered hospitality technology before the web era The evolution of ShareIt Online and its impact on group sales Why lead quality matters more than lead quantity How AI is helping hotel sales teams qualify opportunities and win more business Key hospitality technology trends emerging from HITEC Watch the FULL EPISODE on YouTube: https://youtu.be/gjgDUjOUy4ALinks:Michael on LinkedIn: https://www.linkedin.com/in/michael-waltman-262a6995/ Interactive Sites: https://www.interactivesites.com/For full show notes head to: https://themodernhotelier.com/episode/300Follow on LinkedIn: https://www.linkedin.com/company/the-..Join the conversation on today's episode on The Modern Hotelier LinkedIn pageConnect with Steve and David:Steve: https://www.linkedin.com/in/%F0%9F%8E...David: https://www.linkedin.com/in/david-mil.
Schedule a Meeting with Joshua TODAY!Are you spending hours on estimates and site visits only to discover the homeowner was never financially prepared for the project in the first place?Many contractors avoid budget conversations because they fear rejection, awkwardness, or losing the opportunity. But delaying that discussion often leads to wasted appointments, unnecessary designs, and countless hours spent with prospects who were never a fit. In this episode, Jon Valenta and Joshua Gillow share real-world stories and practical strategies for qualifying leads earlier, protecting your time, and creating a smoother sales process for both you and your customers.By listening to this episode, you'll learn: How to confidently discuss budget during the first phone call without damaging trust or rapport. Why prequalifying prospects can save hours of wasted time every week and improve overall business efficiency. The exact mindset and questioning strategies that help uncover realistic project expectations before investing valuable sales resources. Listen now to discover how one simple budget conversation can save you days of wasted time, improve your client experience, and create a more profitable sales process.Interested in learning more about General Pavingstones? Check out their website: https://generalpavingstones.com/Ready to get your copy of The CORE 10? Check it out HERE!Connect with Joshua at:The WebsiteThe Facebook GroupSales Master ClassesHow to work with Joshua - https://yes.express/apply/Tune into this podcast where a seasoned craftsman shares expert communication skills, strategies for overcoming stress and overwhelm, and insights on building a profitable business in landscaping and hardscaping, with tips on how to sell, close more deals, and achieve financial freedom to retire early as a successful business owner in the design/build and outdoor living industry. Music from #Uppbeat:https://uppbeat.io/t/abbynoise/puncherLicense code: AWUDIYK15E3NWYPK
Today we talk about my entire sales process from getting leads, to prequalifying, to educating, to the consultation, to the proposal, to accepting and completing the project.Sponsors:Cycle CPAKnowledge Tree Consulting Smart Growth EventPatioSEOHow to Hardscape HeadquartersRegister for HNA and Use Code: HTH for 50% Off
In this solo episode of The UK Flooring Podcast, Tom shares a quickfire sales masterclass for flooring retailers and contractors who feel busy, but not necessarily more profitable.After admitting that a previous sales masterclass recording never made it out as planned, Tom turns it into a practical audio session packed with advice for flooring businesses that already know their trade, but need to sharpen how they sell, follow up and deliver a better customer experience.Tom breaks down why being busy is not always the same as being profitable, why flooring businesses need better systems, and how retailers can stop leaving sales to chance. From CRM systems and follow-up processes to customer service, speed, confidence and perceived value, this episode is a reminder that small changes in the sales process can make a massive difference.What You'll Learn in This EpisodeHow to stop relying on the “golden egg” and start improving execution.Why turnover does not always mean profit.How CRM systems can help flooring retailers create repeatable sales processes.Why customers are looking for clarity, consistency, speed and a smile.How to ask better questions before showing products.Why flooring retailers should sell the outcome, not just the flooring.How speed can help win jobs before momentum dies.Why smiling on the phone can genuinely change the tone of a call.How to deal with price objections without immediately discounting.Why follow-up is one of the biggest missed opportunities in flooring retail.How to measure sales performance and improve conversion rates.Memorable Quote“The fortune is in the follow-up.”Speaker InformationThis episode is hosted by Tom Cockerill from Cockerill & Co. Tom works with flooring retailers and contractors to help them improve sales, operations, profitability and the overall customer experience. Having visited hundreds of flooring shops and trained retailers of all sizes, Tom shares what he sees working, what is holding businesses back, and where flooring companies can tighten up their sales process.For one-to-one support or free training, Tom can be contacted at:tom@cockerillandco.co.ukWhere to Find The UK Flooring PodcastListen to The UK Flooring Podcast on Spotify, Apple Podcasts and YouTube.New episodes feature conversations, advice and honest insight for flooring retailers, contractors, fitters, suppliers and anyone looking to grow a better flooring business. Hosted on Acast. See acast.com/privacy for more information.
Discover how founder-led businesses break through revenue ceilings with sales leadership coaching. Learn why 52% of small business owners work 50+ hours weekly and how founders can scale with less sales pressure. Learn more at https://evergreensales.group/ Evergreen Sales Group City: Atlanta Address: 3333 Peachtree Road Northeast Website: https://evergreensales.group
You're getting the leads, so why aren't they turning into jobs? Most business owners are brilliant at the work but were never taught how to sell it, and a missing sales process is quietly costing them business every single week. In this live I'll walk through the simple, repeatable process that wins more jobs without dropping your prices. Want to chat about your marketing ? https://daniellatto.co.uk/workwithme/
Are you spending time and money generating leads that were never going to grow your business in the first place?Many trade business owners believe they need more leads to increase sales. But often, the real opportunity lies in understanding which lead sources are actually producing customers—and which ones are simply consuming time, energy, and marketing budget.In this episode you'll discover:How to identify the lead generation channels that consistently produce high-quality customers and profitable jobs.Why eliminating underperforming lead sources can free up valuable time and resources to focus on what works.A practical strategy for growing referrals and replicating your most successful lead sources to accelerate business growth.Listen now to learn how focusing on the right lead generation activities can help you increase sales, improve efficiency, and grow your business faster.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.
Fundraising Is a Sales Process Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Fundraising is a sales process. Consider these steps in setting up your fundraiser: First, build the investor documents, including pitch deck, terms sheet, and data room. In fundraising, you are selling equity in your company. This is the same as a brochure or data sheet for your product. Second, build a list of prospective investors to pursue. Just as you have an ideal customer profile for selling your product, so you also have an ideal investor profile. Search for investors that fit your ideal profile. Third, research your investor prospects to learn more about them. Fourth, make initial contact with the investor. Update them on your fundraiser. Fifth, and most importantly, follow up to check interest Answer their questions and update them on your progress. Sixth, identify your best investor prospects and move to close. It takes seven touches to close a sale so it takes seven touches to close an investor. Seventh, review the characteristics of the investors who came in to learn more about how you found them, where they hang out, and what they wanted. This will inform your process on how to find more investors. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _______________________________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https://tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact info@tencapital.group Please follow, share, and leave a review. Music courtesy of Bensound.
In this enlightening episode, host Mark Hayward delves into the art and soul of sales with celebrated expert Mark Hunter, who shares his wealth of knowledge and insights garnered from a storied career in the industry. As they unpack the nuances of sales beyond mere transactions, Hunter emphasizes the critical role of building relationships and understanding clients' needs to drive long-term success.Throughout the conversation, Hunter challenges common perceptions, arguing that sales should not be associated with manipulation or merely competitive pricing. Instead, he passionately defines sales as a practice of serving people and helping them achieve outcomes they couldn't envision on their own. Hunter shares actionable strategies for building trust, understanding the importance of value, and examining the relationships between sales and marketing. This episode serves as a masterclass for business owners, entrepreneurs, and sales professionals looking to enhance their approach and results in today's dynamic market.Key Takeaways:Sales as Service: Sales should be viewed as a process of helping clients achieve unimagined outcomes, emphasizing service over manipulation.Value Over Price: Customers prioritize value over cost. A salesperson's role is to illuminate this value to their clients.Building Trust: Developing trust quickly in sales is crucial; it involves understanding clients' pain points and aligning products with their needs.Interdepartmental Harmony: Collaboration between sales and marketing teams is vital for business success, ensuring aligned objectives and strategies.Continuous Learning: Sales is ever-evolving; successful professionals must prioritize ongoing learning and adapting to new methodologies and technologies.Resources:Mark Hunter's Website: The Sales HunterBooks by Mark Hunter:"High-Profit Prospecting""High-Profit Selling""A Mind for Sales"Mark Hunter's insights offer valuable perspectives for both new and seasoned sales professionals. Engage with this episode in full to explore these strategies further and learn how to harness the true potential of sales to drive lasting results. Stay tuned for more thought-provoking discussions on Business Growth Talks.Support the showIf you want to watch the full video of this episode go to:https://www.youtube.com/@markhayward-BizGrowthTalksDo you want to be a guest on multiple podcasts as a service go to:www.podcastintroduction.comFind more details about the podcast and my coaching business on:www.businessgrowthtalks.comFind me onLinkedIn - https://www.linkedin.com/in/mark-hayw...Tik Tok - https://www.tiktok.com/@mjh169183YouTube Shorts - https://www.youtube.com/@markhayward-BizGrowthTalks/shorts
You could be the best closer in the world. You could have your offer dialed in. You could be saying all the right things on every discovery call.And you're still losing the client.Because the problem isn't the call. The problem is what's happening before the call. And 99% of service providers, even the ones charging $5K, $10K, $15K a month, are completely missing this one page that could change their entire conversion rate.In this episode, I'm breaking down what your post-schedule page is, why it works, and why your discovery call conversion rate isn't where it could be without it.In this episode, you'll learn:The 3 places every service business breaks down (and how to know which one is killing your growth)Why your discovery call conversion rate should be between 40% and 60% (and what to do if it's outside that range)The real reason your sales calls are running 30, 45, 50 minutes when they should be 15What a post-schedule page actually is and the 4 jobs it needs to do for youThe 3 objections that keep service providers from building this page (and why they're all wrong)How adding this one page increased my own conversion rate by 15%If you're sitting at under a 40% conversion rate right now, this is the strategy that can change your entire sales process this week.Mentioned in this episode:Apply for Strategist Society: https://thestrategistsociety.comFrom Chasing to Chosen: https://brandimowles.com/chasing Predictable Clients: https://brandimowles.com/predictableDM me on Instagram with the word PAGE: https://instagram.com/brandimowlesReady to scale past $10K months?If your sales calls are taking forever, you've raised your prices and suddenly can't find clients, or you're hitting a ceiling you can't break through, I want to get my eyes on your business. Apply for a 1:1 call with me at https://thestrategistsociety.com. We'll find your biggest hole in 15-20 minutes, and you'll walk away with total clarity on your next step.Loved this episode?Take a screenshot, share it on Instagram Stories, and tag me @brandimowles. It helps more service providers find the show.Now go do the dang thing.Follow the Podcast: https://podcasts.apple.com/us/podcast/serve-scale-soar/id1477998650Follow Brandi on Instagram: https://www.instagram.com/brandimowlesFollow Brandi on Facebook: https://www.facebook.com/Brandiandcompany
Stop letting random walk-ins and DMs decide your revenue. Your gym needs a sales process, not sales heroes.Welcome to Gym Marketing Made Simple, the show focused on cutting through the noise around gym growth. Each episode centers on practical marketing, sales, and leadership systems that help boutique gyms build steady momentum without guesswork or constant outreach.Episode HighlightsIn today's episode, Jeff shows gym owners how to get out of “winging it” and build a simple, written sales process your whole team can follow. He walks through how prospects actually find you, what happens from first contact to no-sweat intro or trial, and where most gyms lose the sale. You'll learn how to turn that messy path into a clear SOP, utilize weekly sales meetings and role-playing to sharpen your staff, and protect your business from relying on a single superstar closer.Episode OutlineIntroduction to Gym Marketing Made Simple PodcastImportance of the Sales ProcessSetting Up a Sales ProcessEvaluating and Improving the Sales ProcessRole Playing and Sales TrainingCommunity Support and Additional ResourcesConclusion and Call to ActionEpisode Chapters00:00 Intro00:03 Gym Marketing Made Simple show open00:29 Jeff introduces Gym Sales Made Simple01:20 Why “the process is the process”03:10 Writing down your full sales process05:10 From first contact to intro and trial07:00 Fixing broken steps and SOP details08:40 Weekly Monday sales meeting structure10:10 Role play to sharpen sales skills12:00 Daily debriefs after intros and trials13:20 Recap and invite to Lasso office hours14:26 Lasso CTA and outroConclusionWhen every coach runs the same clear process, sales stop being a mystery. Writing it down, reviewing it weekly, and role playing the hard parts is how boutique gyms create consistent revenue instead of hoping the right leads show up on the right day. That's the difference between a gym that survives month to month and a gym that knows how to turn leads into long-term members.CTAWant help building or tightening your sales process? Book a free call with Lasso and plug into the done-for-you systems that are working for boutique gyms right now.
This week, SmarterLauch Co-Founders Eric Fletcher & Cody Smith join Dan and Donnie on the PMP Industry Insiders Podcast. They walk through the development of their proposal software, how it works and the ROI pest control companies typically see when they use it. Donnie also shares Triangle Pest Control's experience with SmarterLauch. Guests: Eric Fletcher & Cody Smith, Co-Founders, SmarterLaunch Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists: https://pcobookkeepers.com/ Donnie Shelton, Triangle Home Services: https://trianglehomeservices.com/ Sponsors: Coalmarch: https://www.coalmarch.com/podcast PestSure: https://www.pestsure.com/ Voice for Pest: https://www.voiceforpest.com/podcast Forshaw: https://www.forshaw.com/ Peer Groups: https://www.pmpindustryinsider.com/peergroups
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you charging for execution when clients are about to stop paying for it? Are you building your sales process around your offer instead of around your prospect's trust? Today's featured guest built a growth workshop that converts 78% of buyers into long-term retainer clients. In this episode, she'll get into what that workshop actually contains, why the entry offer might be the thing keeping it from scaling, how to stop your CEO from chasing shiny quarters mid-engagement, and what happens when you position strategy as the product instead of execution. Jen Jurgens is the founder of 1 Bold Step, a revenue operations agency based in Michigan. Her background is in supply chain management, which is where she developed the belief she will die on: sales and marketing is a process, and processes can be measured, improved, and optimized. One Bold Step is a HubSpot partner and works primarily with B2B clients on pipeline growth, campaign optimization, and revenue systems. In this episode, we'll discuss: Focusing on pipeline growth as a primary metric Creating a foot in the door for Jen's growth workshop Selling the process, not the deliverable Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Toggl: Most agencies are losing 15–30% of their profit every year: lack of time tracking, messy manual timesheets, scope creep, untracked revisions, and all those "quick" client requests that never get billed. Toggl has created a fast, interactive way to uncover exactly where your margins are leaking. Start your investigation now at toggl.com/smartagency and use the code SMARTAGENCY10 at checkout for a 10% off annual plans. The Case for Charging for Strategy Before Execution Jen comes at pricing from a supply chain logic: if you can measure the outcome, you can defend the price. Her agency focuses on pipeline growth as its primary client metric because it is the number most directly connected to revenue and the one she can credibly influence within a defined timeframe. Monthly reports go out, and every quarter there is a two-hour retrospective with the client covering what was committed to, what actually happened, what worked, what did not, and what the next 90 days look like. The reason this cadence holds is that it makes the strategic layer of the engagement visible. Most agencies send reports that clients stop reading after the first month because the data is wrapped in jargon and disconnected from business outcomes. Jen's approach is the opposite: tie everything to pipeline, show up in person or on screen quarterly, and use an Agile sprint structure to keep the client's attention from jumping to whatever crossed their desk that morning. That level of structure is the thing clients are actually paying for, and most of them do not know it until it is explained to them directly. Why Your Entry Offer Might Be the Reason Deals Stall Jen's growth workshop has a 78% conversion rate from buyer to long-term retainer. That is a strong number. The problem is on the other side of the funnel: getting prospects to say yes to the workshop in the first place. The workshop is currently priced between $10,000 and $15,000, takes 100 to 120 hours of agency time to deliver, and goes deep enough that Jen describes it as showing clients not just what they want but what they actually need. It is comprehensive. It is also a significant ask before any trust has been established. The Foot-in-the-Door principle exists precisely for this situation. A $10,000 to $15,000 entry requires founder-level credibility to close and has no on-ramp for prospects who are not yet convinced. What it needs is a smaller version that a prospect can say yes to at low risk, that delivers a real insight in a short window, and that makes the full workshop the obvious next step rather than a leap of faith. The mechanics are straightforward: charge $1,000 to $2,000 for a focused diagnostic session, frame it as a mutual qualifier, and let the output do the selling. The trust the mini-session builds is what removes the friction from the larger close. Selling the Process, Not the Deliverable Jen describes what she actually does in the growth workshop as taking the client's assumptions about what is blocking their growth and replacing them with what is actually blocking their growth. Nine times out of ten, a CEO who says they need more leads is sitting on an unconverted database, a sales team sitting on two-year-old proposals, or five product lines with no prioritization. More leads into a leaky bucket is not a solution. The reason this framing is powerful is not just diagnostic accuracy. It is positioning. When Jen walks into a growth workshop, she is not selling marketing services. She is functioning as a strategic operator who knows how revenue systems work and is willing to tell the client something they did not ask to hear. That is a fundamentally different position than an agency responding to an RFP. The clients who pay $10,000 to $15,000 for that workshop are not buying a deliverable. They are buying the read, and the confidence that what comes next will be built on something real. Pricing for Strategy When AI Is Changing What Execution Costs The conversation landed on a reality every agency is navigating right now. Execution is getting cheaper and faster. Four websites in three hours is not hypothetical anymore. Clients who used to pay for time spent are starting to ask why the price has not moved if the time has. The answer is not to lower prices. The answer is to make the case clearly that what they are paying for was never the hours. It was the 20 or 30 years of judgment that knows which inputs to use, which levers to pull, and what not to build. Jen's framing for clients who push back on process costs is direct: you can manage this yourself and be the general contractor on your own build. But you will not, because you do not have the time, and if you did, you would not need us. Agencies that can hold that position without flinching are the ones that will not have their margins compressed by AI. The ones that cannot articulate what strategy is worth beyond hours delivered are already in trouble. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
Description: The site visit isn't a measuring trip — it's a date. And how you run it determines whether you get the signature or get ghosted.In part 2 of this two-part series, Clark and James pick up right where part 1 left off and walk through everything from the on-site estimate to landing the signed contract. This is where the real money is made — or quietly lost.They cover:How to run a site visit so the client sees you as a guide, not a note-takerThe "have you considered" questions that build instant trust and unlock bigger budgetsHow to read a client's level of pickiness before you bid the jobThe smart way to talk through finish levels (drywall, trim, fixtures) so clients self-select their price tierWhy your line items need to speak to three audiences — the client, the crew, and future-youThe 48-hour window after the site visit where most contractors lose the emotional momentumHow to talk about price without apologizing or negotiating against yourselfWhen and how to pitch the CEA — the "meet the parents" moment of your sales processThe follow-up plays that keep you in the game between presentation and signatureWhy a CEA you can't deliver on is worse than no CEA at allIf you've been stuck losing jobs to cheaper bids or watching estimates go cold — this is the playbook that flips it.If you're doing $350K–$2M a year in revenue, coaching pays for itself. A 5% efficiency gain alone covers the cost — and that's before we even talk about growth. We help contractors stop losing money on crews, change orders, and inefficient operations — and start scaling. Ready to have the conversation? Set up a free call at contractorcuts.comContractor Cuts is a weekly podcast for contractors who want to build a better business — covering sales, operations, hiring, finances, and everything in between.
Objections usually aren't a money problem or a timing problem; they're a “you never dug deep enough into my goals” problem.Welcome to Gym Marketing Made Simple, the show focused on cutting through the noise around gym growth. Each episode centers on practical marketing, sales, and leadership systems that help boutique gyms build steady momentum without guesswork or constant outreach.Episode HighlightsIn today's episode, Jeff Burlingame walks through how to stop settling for “dumb” goals like “I just want to lose weight” and start uncovering real SMART goals that carry actual value for your leads. He shows you how to ask simple questions, follow the thread, and get to three clear goals so selling feels easy, never pushy, and you and your prospect are actually on the same team.Episode OutlineWhy vague goals create objectionsSMART goals vs “dumb” goalsBreaking down the SMART frameworkReal SMART goal examples from weight lossUsing TED to dig deeper“Follow the thread” approachLocking in numbers and timelinesReality check with simple mathThe three SMART goals ruleSpending time up front to save time laterPartnering with the lead as a teamGetting the whole staff alignedEpisode Chapters00:00 Intro & Lasso Sponsor Message00:29 Why SMART Goals Matter In Gym Sales01:20 Dumb Goals vs SMART Goals02:22 Breaking Down SMART (Specific, Measurable, Attainable, Realistic, Timely)04:05 Using The TED Framework (Tell Me, Explain To Me, Describe To Me)05:12 Following The Thread Like A Detective06:20 Turning “Lose Weight” Into A 30-Pound SMART Goal08:00 Checking If Goals Are Realistic With Simple Math09:15 Why You Need Three SMART Goals, Not One10:28 Making Sales Easy, Never Pushy11:30 Getting Your Whole Team Aligned On SMART Goals12:25 Lasso Resources, Sales Course, And Office HoursConclusionWhen you slow down, ask better questions, and stay with a lead until you uncover three real SMART goals, selling stops feeling like a fight. You know what they want, they see the value in what you offer, and you both walk into the close on the same side of the table. That is where sales get easier, cleaner, and a lot more fun.CTAStart running every intro around clear SMART goals instead of vague “I want to lose weight” answers. Book a call with Lasso to help you refine your sales process together.
You want to grow your accounting practice, so the first thing you think is: "I need more leads." But if… Sales calls turn into free consulting instead of clear next steps You struggle to explain why your monthly bookkeeping, tax planning, or CFO advisory fee is worth the investment You don't have a plan for handling "I'll think about it" Follow-up depends on whoever remembers to do it …You're going to lose good opportunities even when the leads are coming in. If any of those apply to you, then the real way to see growth in your accounting practice is by fixing your sales process. In this episode of the ProMarketer Podcast, Christian Jones talks with Michelle Weinstein, a seasoned entrepreneur, sales strategist, and founder of The Abundant Accountant. Michelle helps accounting, tax, fractional CFO, and bookkeeping firm owners sell high-level services with confidence. Her clients have collectively added over $28 million in additional revenue to their firms. Listen to hear Michelle break down why you may need to learn how to close the opportunities already in front of you to grow your accounting practice. You'll learn how to stop undercharging, talk through pricing objections without getting defensive, use AI to support preparation and follow-up, and build a sales process that helps you win better clients instead of chasing every prospect who asks for a quote.
Connect With ChazMake More Money. Work Less. Win At Home.Chaz Wolfe launched a remodeling company in early 2023 knowing nothing about construction. He had never swung a hammer on a client job. He did not know the trades. What he knew was how to build a team, create a sales process, and design a client experience that makes people say yes and refer their friends.In twelve months, Kings Collective went from zero to $1.73 million in revenue. In this episode, Chaz walks Jake Isaacs through the exact six steps he used to do it, including how he architected the team before writing a single proposal, how he niched down to avoid the headaches most contractors walk into, why leads have to become an obsession, and what a real sales process looks like in a remodeling business where the average project runs $80,000 to $160,000.If you are a contractor doing $1M+ and you want a repeatable framework for growing a service business fast without losing your mind or your family, this episode is a direct download.Key Takeaways:Step 1 is people. Before revenue, before leads, before anything else, Chaz used personality profiles to architect the right team. A sales and construction partner, a creative marketing partner, and a proven integrator, all chosen based on known strengths and wired to run without him.Leads are an obsession, not an option. If you are not converting Angie or HomeAdvisor leads, the problem is almost never the lead source. It is your response time and your sales process. Chaz's integrator stops everything she is doing the moment a lead comes in.The sales process is four steps: open, discovery, presentation, close. Every single time. In that order. A confused mind does not buy.Over-communicate every step of fulfillment. If your client has to ask a question, you have already failed at communication. Build trust at every step so they never wonder what comes next.The client journey starts before the first call and ends when the relationship ends, not when the project ends. Every five-star review and referral is a product of the emotion the client feels at the end, not just the quality of the work.If you are a business owner doing $1M+ and you feel stuck in the day-to-day, we built GTK for you.Through peer mastermind and 1:1 coaching, we help you:increase profitinstall real systemsbuild a team that runs the businessget your time backVisit www.gatheringthekings.com for information on how to apply.Connect with Chaz Wolfe (Host):WebsiteFacebookInstagramLinkedInYouTubeConnect With Jake Isaacs (Co-Host): WebsiteFacebookLinkedInInstagramYouTubeVacation With Entrepreneurial FamiliesEntrepreneur families grow closer, dream bigger, & build legacy together. Join our Family Vacation.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showLike what you heard? Share this episode with a friend and leave us a review on Apple Podcasts or Spotify! Join the conversation by visiting GatheringTheKings.com and apply to connect with other high-performing entrepreneurs and their families.
Most contractors lose jobs before they ever walk on site — and they don't even realize it.In part 1 of this two-part series, Clark and James break down the front half of the sales process: from the first call to the desk estimate review. This is where you either build a relationship that lands the job or get treated like every other contractor sending out bids.They cover:Why you're not selling a kitchen — you're selling the experienceHow to flip a transactional client into a real conversation in the first 60 secondsThe "guide vs. transaction" mindset that separates pros from everyone elseHow to build a desk estimate that actually moves the sale forwardWhy the pre-construction line item makes you more money and earns more trustHow to align the client's budget and expectations with them, not at themWhy texting numbers and details is killing your close rateThe early seeds of the CEA that you should be planting from day oneWhere contractors lose the job between first contact and site visit — without even knowing itIf you've ever felt like you're just one of three bids on a spreadsheet, this is the episode that changes the game.Part 2 drops next week — we talk on site, revise the estimate, and walk through how to land the signature.If you're doing $350K–$2M a year in revenue, coaching pays for itself. A 5% efficiency gain alone covers the cost — and that's before we even talk about growth. We help contractors stop losing money on crews, change orders, and inefficient operations — and start scaling. Ready to have the conversation? Set up a free call at contractorcuts.comContractor Cuts is a weekly podcast for contractors who want to build a better business — covering sales, operations, hiring, finances, and everything in between.
On this episode of the Jered Williams show, the hosts dive into boosting average tickets in plumbing from $200 to $7,000 jobs via a 4-step sales process: diagnosing root causes (e.g., high water pressure behind dripping faucets), educating customers with visuals (e.g., snake vs. jetter for drains), implementing clear trained processes for techs, and offering ethical add-ons/upsells like water softeners. They emphasize why high avg tickets ($1,500+ minimum) are vital for covering $100-150 lead costs, labor, and growth—low tickets erode profits—using real math and examples from past jobs. Shoutouts go to PlumbLineAnswers.org for 24/7 answering and Mammothforplumbers.com for marketing. The episode wraps with a Wahoo Plumbing update: $32K (Mar), ~$80K (Apr), scaling PPC in key zips toward $5M potential with 4 trucks, lean systems, and lessons on avoiding key-man risk.
Pipeline generation breaks down when sales organizations rely on individual performance instead of building controlled, repeatable systems. In this episode, Greg Casale shares how his background in engineering shaped a system-first approach to sales, applying principles of process control, data capture, and structured training to reduce variability and improve consistency. The conversation explores why outbound phone remains a critical channel despite its difficulty, how over-automation has saturated the market and reduced conversion rates, and where AI fits as a tool to strengthen preparation and execution without replacing human interaction. Greg Casale is the Founder and CEO of Reveneer Inc., where he leads a system-driven approach to outbound pipeline generation through embedded SDR teams. He began his career as a chemical engineer and brings a manufacturing and process control mindset to building repeatable, data-driven sales operations. Connect with Greg: LinkedIn Resources mentioned: Hyperbound TitanX Key takeaways from this episode: 03:00 – Why many CROs over-index on hiring instead of addressing the system driving performance 33:30 – What it really takes to build an outbound channel competitors can't easily replicate 49:00 – Why leaders risk losing differentiation when AI replaces human-driven sales behavior 01:00:00 – A look inside how top SDRs control conversations in the first 30 seconds of a cold call 09:33 – The mistake many CROs make when relying on fractional SDR models for pipeline generation 01:07:24 – Why cutting SDR capacity during downturns quietly weakens your ability to recover 18:11 – What leaders often overlook when measuring SDR success beyond meeting volume 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 you'll learn in this episode Why your business should always have backup talent ready The 3 types of talent: potential, emerging, and proven Why proven talent, though costly, is worth the investment How to evaluate a candidate's record of success The cultural fit questions to ask in every interview Why “if it's not a hell yes, it's not a yes” is the golden rule in hiring
Sponsors: ◦ Visit Buildertrend to schedule a demo ◦ Marvin Windows and Doors ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Fernando Duque: ◦ https://www.getparallex.com/brad Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube