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At the Crexendo UGM, Wayne Landt, Vice President of Partner Operations and Success at RingLogix, spoke with Technology Reseller News Publisher Doug Green about how RingLogix is helping MSPs and resellers harness the power of AI-driven voice agents—bringing enterprise-grade innovation to the SMB market. RingLogix, a long-time NetSapiens partner, is best known as a white-label UCaaS provider, allowing MSPs to sell communications services under their own brands while maintaining customer ownership and stronger profit margins. But as Landt explained, the company's latest AI initiatives are expanding those opportunities even further. “We're making it simple for NetSapiens resellers to create and sell their own voice AI agents, directly within the platform they already use,” said Landt. “This gives them enterprise-level tools for SMB customers—tools that deliver real ROI.” RingLogix's new Prompt Builder and integrated workflow capabilities allow MSPs to design and deploy AI voice agents—from simple AI receptionists to complex customer-service and tech-support applications—without needing deep technical expertise. The goal is to help resellers enter the AI market quickly, profitably, and with minimal friction. At the event, Landt noted that interest among partners was high, reflecting a growing demand for AI-enhanced voice services across all business sizes. “MSPs are already hearing from customers who want to understand what AI can do for them,” he said. “Some are ready with defined use cases; others just want guidance. Either way, this is a ‘land-and-expand' opportunity. Start with an AI receptionist—then add more value as you go.” Looking ahead to 2026, Landt expects AI adoption to reshape how service providers build value. “There's a tremendous amount of opportunity,” he said. “The MSPs that embrace AI early will be the ones leading the next wave of growth.” To explore RingLogix's voice AI solutions—or try the new Prompt Builder—visit ringlogix.com or go directly to promptbuilder.ringlogix.com.
Ever been on a sales call where your gut tells you something's off, but you say nothing? That disconnect between what you're sensing and what you're saying is killing your deals and destroying your confidence. In this episode, I break down why ignoring red flags wastes your time and erodes your self-respect, and I share a real story where addressing the tension in a call turned a disengaged prospect into a signed client in 50 minutes. Learn how to trust your intuition, have candid conversations the right way, and why prospects will actually respect you more for it./Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.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
Shaun Stimpson had worked for two decades before pivoting to buying businesses in a different industry. He's moved fast.Register for the webinar: Tax Issues: Entity and Deal Structuring - TODAY! - http://bit.ly/47CVZuiTopics in Shaun's interview:Staying in corporate was the riskier choiceCalling 1200 businesses during his searchGoing back to school to learn more about acquisitionAcquiring with his partner, Robert WolfRaising $6m from outside investorsLeaning on his professional networkChoosing his investors carefullyAcquiring in his mid-40'sLong-term hold strategyAcquiring 3 businesses in successionReferences and how to contact Shaun:LinkedInMitten FluidpowerFLN-MARFrank Murken ProductsWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact mark@aspenhr.comConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron
Hvorfor nøye seg med fond som bare dekker halvparten av verdens økonomi? I denne episoden av Pengerådet forklarer Hallgeir Kvadsheim hvorfor du bør se utenfor de vanlige globale indeksfondene – og vurdere å investere i fremvoksende markeder og SMB-fond. Du får høre: Hva som faktisk ligger i begrepet «fremvoksende markeder» og hvorfor du bør vurdere å investere i fond som investerer i disse markedene. Hva et flerfaktorfond egentlig er – og hvorfor Hallgeir liker dem Hvor mye av sparepengene du bør sette i vekstmarkeder og små selskaper Med Hallgeir Kvadsheim. Programleder og produsent Andreas W. Fredriksen. Ansvarlig redaktør Gard Steiro. Ny episode hver tirsdag i VG-appen med VG+ og i Podme med premium, og hver torsdag i alle podkast-apper.
Maritza van Wyk, leier vir SMB-verkope by Cisco Afrika, gesels oor die aanlynbedreigings vir sakeondernemings. Volg RSG Geldsake op Twitter
Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari. Today, we explore Human Capital Management (HCM) and how Canadian entrepreneurs can build strong teams, leverage HR technology, and ensure compliance to drive sustainable growth.Joining us is Mohamed Basma, General Manager of ADP Canada Small Business Services, who oversees the complete client journey from implementation to service. Mohamed brings extensive experience from global firms and is passionate about helping Canadian small businesses thrive through smart HCM solutions.Key Highlights:1. Building the Right Team: Mohamed shares strategies to attract and retain top talent while ensuring the right team structure from the start.2. Compliance & Administrative Efficiency: Tips on managing regulations, reducing administrative burden, and focusing on employee engagement.3. Leveraging HR Technology: How small businesses can use HR tech and data security to automate tasks, streamline operations, and build trust.4. Unique SMB Employee Experience: Insights on empowering teams to enhance employee satisfaction and deliver exceptional customer service.5. ADP's Commitment & Small Business Toolkit: Mohamed discusses ADP Canada's long-term vision and tools to support SMB growth with practical HCM solutions.Special Thanks to Our Partners:RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.htmlUPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWAGoogle: https://www.google.ca/A1 Global College: https://a1globalcollege.ca/ADP Canada: https://www.adp.ca/en.aspxFor more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.
Ania Aliev was so eager to buy her business, she worked the deal while in labor at the hospital. It's been worth it.Register for the webinar: Tax Issues: Entity and Deal Structuring - Thu Oct 30 - http://bit.ly/43tlhIPTopics in Ania's interview:Rushing to get a deal closed before giving birthUsing her people skills to connect with sellersSearching only in the Eastern USBuying an AED sales and service companyMyths about AEDsFiguring out the best pricing modelLack of competition in the industryDealing with “Mom brain”Willingness to say “I don't know”Stickiness of customersReferences and how to contact Ania:LinkedinLife Support SystemsLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron
This Week: Farrah Bostic, Saul Colt and Colby Vogt join Bob to discuss WPP's AI initiative for SMBs, whether "slop" is part of the plan, OpenAI's Atlas browser, why consumers still prefer short videos, plus this week's #FairFailFoul.
SummaryEn este inspirador episodio de Querido Emprendedor, Ignacio Balderrama conversa con Diego Angarita, un gerente de producto en Walmart con una trayectoria única que combina emprendimiento, trabajo en organizaciones sin fines de lucro y una profunda conexión con la comunidad latina. Diego relata su labor en Massachusetts con jóvenes puertorriqueños, donde fomentó el respeto por la cultura y la participación activa en asuntos comunitarios como la mejora del almuerzo escolar, mostrando cómo la voz de los jóvenes puede generar cambios reales y significativos. También reflexiona sobre los retos emocionales que enfrentan los emprendedores, la importancia de rodearse de personas que comparten la misma mentalidad y cómo manejar la autocrítica para mantener la motivación.El episodio ofrece además consejos prácticos sobre la recaudación de fondos, destacando que es más efectivo pedir consejos antes que dinero y la importancia de elegir aliados estratégicos que aporten experiencia y compromiso, no solo capital. Finalmente, Diego comparte sus aprendizajes actuales como product manager y su visión para futuros emprendimientos, invitando a la audiencia a valorar la humildad y el aprendizaje constante en el camino emprendedorUn episodio lleno de sabiduría, experiencia y motivación para todos aquellos que buscan crecer y transformar sus ideas en realidades exitosas.LinksIgnacio BalderramaStartup JunkieKiva Northwest ArkansasDiego Angarita
We sit down with Jeff Perry, CRO at Carta, to explore how growth leaders redefine success when capital tightens, buyers get smarter, and AI reshapes cost structures. We unpack how growth has changed, why IPO-ready now means post-IPO durable, and how Carta scaled from a cap table tool to an ERP-like platform for private capital while staying efficient and customer-first. Jeff shares concrete tactics for moving upmarket, using AI wisely, and building teams that perform under pressure.• redefining fast growth and IPO readiness in private markets• evolving from SMB velocity to enterprise endurance• expanding from cap tables to fund admin and private credit• measuring meetings as a leading productivity indicator• using curated events and customer proofs over vanity metrics• aligning sales, marketing and product around shared pipeline• adding K-1 tax and LP data products to deepen value• AI as a force for 10x productivity, not headcount cuts• disciplined acquisitions to accelerate the CFO ERP vision• leadership choices: pausing sales, saying no when not readyIPO dreams used to hinge on hitting 100 million ARR. That world is gone. Jeff takes us from Carta's earliest days digitizing stock certificates to building a networked platform that now powers cap tables, fund administration, LP data, and private credit—an evolving ERP for the office of the private capital CFO.We dig into the hard pivots after the 2021 surge: why “more capacity” stopped working, how meetings per AE became a reliable leading indicator, and where curated events and customer-led storytelling outperform saturated digital tactics. Jeff explains the move upmarket into venture and private equity, the new enterprise seller profile it requires, and the partnership with marketing to identify real switching intent. He also shares how acquisitions like Accelex and Sirvatus support an end-to-end vision across funds, LPs, and loan servicing.AI looms large throughout. Jeff contrasts application-layer SaaS with AI-native companies carrying heavy compute costs, and why that bifurcation changes CAC, payback, and headcount plans. Rather than using AI to cut roles, he shows how Carta uses it to 10x productivity—accelerating RFPs, territory coverage, and performance workflows—while standardizing experiments so wins become reusable process. Along the way, we unpack bold leadership choices: pausing sales to protect implementation quality, and walking away from a marquee IPO transition when the product wasn't ready.If you care about efficient growth, enterprise GTM, and building products that compound value across a connected market, this conversation delivers practical playbooks and memorable lessons on performing under pressure. Follow, share with a teammate, and leave a quick review to help more operators find the show.Jeff Perry: https://www.linkedin.com/in/jeff-perry-380233/Jeff is a proven revenue superstar, whose career journey spans Oracle and DocuSign. Under his leadership as CRO at Carta, Carta's annual recurring revenue scaled from approximately $20 million ARR to $450 million ARR. Jeff attended Santa Clara University where he received a B.S. in Political Science and where he also played NCAA baseball.Website: https://www.position2.com/podcast/Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/Sandeep Parikh: https://www.instagram.com/sandeepparikh/Email us with any feedback for the show: sparkofages.podcast@position2.com
I'm breaking down exactly how to handle one of the most frustrating situations in MSP sales: when you fix a break-fix problem for a prospect, mention managed services, and then get completely ghosted. The reality is they no longer feel the pain after you've solved their problem, so there's no urgency to move forward. Instead of making one or two follow-ups and giving up, I'm showing you how to build a simple five-email sequence that does the heavy lifting for you. This sequence educates them, shifts their mindset, and nurtures them from "not ready" to "let's talk" - without you having to badger them every week. I'll walk you through exactly what to include in each email, how to make it valuable enough that they'd want to share it, and how this same strategy works for any recurring sales objection you're dealing with. One of my clients tried this and got a callback four weeks later asking about security assessments - that's how you turn qualified prospects into qualified opportunities//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.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
Send us a textI just shipped a 25-page interactive handbook with calculators, charts, and a full assessment tool in 3 weeks. Total time that would've taken traditionally? An entire quarter.What I Built:9-chapter Digital Readiness Handbook (25 pages)Interactive elements, calculators, live charts8-question assessment tool with scoringSWOT analysis generatorPersonalized recommendations engineAll released for FREE at bonanza-studios.comThe Secret: PRD-First Vibe CodingMost people jump straight into building. I spent 3 DAYS on the PRD (Product Requirements Document) talking to Claude—literally talking, not typing.Using Mac Whisper, I:Described every screen I wantedIterated on wireframes Claude generated for meGot the file structure, database schema, and tech stack rightClarified every detail until the PRD was bulletproofThen I handed it to Claude Code. The build phase? Few hours here, few hours there. Not full-time grinding. The tool built while I worked on other things.Why This Matters for You:If you're a digital leader at a mid-market company or SMB, this changes your timeline calculations:Traditional: 1 quarter for a complex digital projectWith vibe coding: 3 weeks from concept to productionThe key? Invest heavily in your PRD. Talk through it. Make Claude wireframe for you. Get every detail right BEFORE you build.Tools I Used:Claude Sonnet 4.5 (for PRD creation)Claude Code (for development)Mac Whisper (for voice-to-text)This is the most seamless vibe coding project I've executed. Zero major bottlenecks. Why? The PRD was airtight.Stop rushing into builds. Start with conversations. Let AI help you think, then let it help you build.Check out the Readiness Handbook yourself: bonanza-studios.comIf it's possible for me, it's possible for you. Welcome to the vibe coding era.#ClaudeCode#VibeCoding#AIDevelopment#PRDFirst#VoiceToCode#AIProductDevelopment#DigitalTransformation#RapidPrototypingInterested in joining the podcast? DM Behrad on LinkedIn:https://www.linkedin.com/in/behradmirafshar/This podcast is made by Bonanza Studios, Germany's Premier Digital Design Studio:https://www.bonanza-studios.com/
Despite skepticism from her US investors, Ivona Butcher bought (and tripled) a business in her native Czech Republic.Topics in Ivona's interview:Doing business in a post-Soviet cultureDetermination to acquire in the Czech RepublicBuying a business as a married coupleGetting into exhibition services right before CovidLosing all revenue at onset of CovidPivoting to virtual eventsFinding work for their carpenters and metalsmithsAggressively re-negotiating their loan with the bankBuying back the seller note at a huge discountSurviving Covid and doubling EBITDAReferences and how to contact Ivona:Ivona ButcherCorbin ButcherBeireAdam Rao on Acquiring Minds: Reviving a Covid-Crushed Business: $0 to $6M in 3 YearsGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron
SMBs don't have access to the same level of sophisticated lending options as consumers.There is one fundamental problem that prevents this class of product from pushing forward: lenders juggle multiple data vendors, wrestle with disconnected point solutions, and these tools lack the ability to paint a full picture of the SMB customer and their needs. The result is an ecosystem where a majority of time is spent on solving operational blockades rather than building solutions that cater to the whole lending lifecycle of a SMB customer. “We need something that covers everything. There can't just be a bunch of point solutions," says Jon Fry, founder and CEO of Lendflow. Lendflow has tackled this challenge by building a unified embedded lending infrastructure that works with over 200 companies to streamline three critical pillars in the lending lifecycle: distribution, decisioning, and workflow automation. The firm is not a lender today, nor are they interested in becoming an embedded lender in the future; instead it has positioned itself as the technology backbone that enables existing lenders to become embedded lenders themselves. Lendflow's approach is paying off for clients like BHG Financial, which uses the firm's entire platform suite and has seen dramatic improvements in operational efficiency and approval rates through the partnership. Listen to this podcast to learn how Lendflow is helping lenders break out of the fragmentation quagmire and access a full agentic AI toolbox that helps re-engage borrowers, as well as improve efficiencies for internal processes.
AI is forcing organizations to rethink how they operate. In this insightful conversation, Dave West and Yuval Yeret discuss the emerging need for a new organizational “operating system” that integrates AI into strategy, structure, and execution. They highlight the role of product thinking, OKRs, and continuous improvement in turning AI from hype into real business value.
In deze aflevering: 1. De gewoonte van Thibaud – Waarom hij elke dag zijn moeder probeert te bellen, en wat dat zegt over zijn kijk op werk en leven. 2. De reis van Mobilexpense – Van een Belgisch SaaS-bedrijf naar een internationale speler met 25 miljoen omzet in 100+ landen. 3. Internationaal schalen – Hoe Mobilexpense groeide via overnames, partnerships en kantoren in o.a. Duitsland, Portugal en Zweden. 4. Multi-segment strategie – De uitdagingen en voordelen van drie productlijnen voor enterprise, mid-market en SMB. 5. Partnerships vs. lokaal team – Wat werkt in Duitsland, de UK en Frankrijk? En waarom trok Mobilexpense zich tijdelijk terug uit de UK? 6. Cultuur en leiderschap – Hoe Thibaud een platte organisatie combineert met sterke delegatie en vertrouwen. 7. AI & Product – Hoe Mobilexpense evolueert naar een intelligent finance platform, inclusief compliance agents. 8. Lessons learned – Van SAP naar CEO: wat Thibaud moest afleren, waarom hij niet overal expert hoeft te zijn, en wat hem wakker houdt. Mobilexpense: https://www.mobilexpense.com/ SaaS Summit Benelux: https://saassummit.io/ Leadinfo: www.leadinfo.com/ We Love SaaS: https://welovesaas.io/
In this episode of Secret 2 My Success, hosts Allen and Mic sit down with Rick Maharajh, the founder and president of RM Logitech, based in Boynton Beach, Florida.Rick shares his journey from humble beginnings to building a successful logistics operation that focuses on reliability, customer service, and innovation. He talks about the challenges of starting and scaling a business in a competitive industry, the importance of building strong relationships, and how adapting to change has been key to RM Logitech's growth.Allen and Mic dive into Rick's leadership philosophy, what motivates him as an entrepreneur, and how his experiences have shaped both his business and personal outlook. The conversation is filled with practical advice, humor, and genuine insights about perseverance, problem-solving, and the entrepreneurial mindset.If you're interested in entrepreneurship, logistics, or just love hearing real success stories from people making things happen, this episode is a must-listen!Rick Founded RML with a specific deliverable, helping organizations achieve their IT and profitability goals while powering their business technologies.Through his consultative technical approach, he consistently delivers the best results for RML's customers and our various markets served. He brings extensive experience in a Solid Value Based, Solution Portfolio for SMB, SME, and Large Enterprise Organizations.https://www.rmlogitech.com/https://www.boyntonchamber.org/bio-rickSupport the show
Ruchik Gandhi was a diligence CPA when he decided to get in the game himself. Becoming an owner has been an education.Topics in Ruchik's interview:India > Australia > US immigrationDiscovery of the wonders of multiple arbitrageReceiving the deal from another searcherPaying a $20k finder's feeBuying a fabrics and upholstery workroomLearning how to manage a blue-collar workforceMishandling employee relationshipsTaking feedback from his managersEarning the employees' trustHis plan for growth in a fragmented industryReferences and how to contact Ruchik:LinkedInWindow 25Download the New CEO's Guide to Human Resources from Aspen HR:From this page or contact mark@aspenhr.comWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron
Discover how AI is revolutionizing risk management and transforming SMB financing in this insightful episode of the Risk Management Show. Host Boris Agronovich, founder and CEO of the Global Risk Community, sits down with Sal Rehmetullah, co-founder and CEO of Worth AI, to discuss critical strategies and innovations reshaping the financial infrastructure for small businesses. Sal shares his remarkable journey, from scaling Stax Payments into a minority-led unicorn to launching Worth AI, an AI-powered platform that simplifies compliance, onboarding, and underwriting for SMBs. Learn how AI is driving faster, more inclusive financial decisions while addressing key challenges like cybersecurity, transparency, and education for small business owners. We explored pressing topics, including the risks SMBs face in traditional financial systems, the opportunities AI creates in risk management, and how Worth AI is pioneering a seamless, consumer-like experience for enterprises and their customers. Sal also shares invaluable lessons from his entrepreneurial success and envisions a future where small businesses can thrive with a globally accepted credit score. If you want to be our guest or suggest someone for the show, send your email to info@globalriskconsult.com with the subject line "Guest Proposal."
I burned through $50,000 and four virtual assistants trying to fix my operations and tech stack, and things only got worse. The problem? I was trying to skip the hard part - actually understanding what needed to be fixed before hiring someone to fix it.Dan Sullivan's "Who Not How" advice is brilliant, but there's a critical piece missing that cost me nine months and left my business in worse shape than when I started. The real formula isn't just "who not how" - it's "you, then who, somehow."I see MSP owners make this exact same mistake on the sales side constantly. They hire agency after agency, SDR after SDR, trying to outsource their way out of a problem they don't fully understand. If you've burned through multiple people in the same role, the role is probably wrong - not the people.You don't need to become an expert, but you need to understand the problem well enough to know who you're hiring for, what success looks like, and how to measure progress. Otherwise, you're just throwing money at a problem and hoping it goes away.This was an expensive lesson for me. Hopefully you can learn it without paying the same tuition//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.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
In this episode, Jeff sits down with Lindsay Roethlisberger, Director of Revenue Operations at Zapier, to explore how RevOps is evolving in a world increasingly shaped by AI. Lindsay shares her journey from Zapier's first marketing ops hire to leading a 12-person RevOps team spanning analytics, automation, and enablement.Together, they dig into:How Zapier uses AI across SMB, mid-market, and enterprise motionsThe difference between AI-driven workflows and agents - and where each fitsPractical use cases, from chat classification to renewal prep to sales coachingWhy RevOps leaders should think like product managers when adopting AIIf you want to see how AI is reshaping go-to-market infrastructure - and the lessons from one of the most automation-driven companies in SaaS - this episode is packed with practical takeaways.
Undeterred by self doubt, Danyelle Nys bought a $400k SDE business at a fantastic price. She's grown it 25% in year one.Topics in Danyelle's interview:Working in her family's asphalt businessLearning about ETA from a masterclassHiring a coach for the search processBuying a business for the price of inventory + working capitalThe seller was running it remotelyRaising prices and salaries after acquisitionDealing with an obstinate commercial landlordMoving 14,000 sq ft of inventory to a new warehouseHiring her mom as the bookkeeper“F*** your mood. Follow the plan.”References and how to contact Danyelle:LinkedInDecorus Home StagingKyle Boyden & Jake Furfaro on Acquiring Minds: Stacking Small Acquisitions to $5m in RevenueGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron
Eric Franchi and Joe Zappa discuss the acquisition of IAS and the company's potential future directions, how an open internet adtech company could crack the SMB market and which companies are most likely to do it, and the surge of optimism around AI — from GEO to OpenAI to Silicon Valley's return to adtech investing.
Armand Farrokh reveals how to close a $3K, $30K, and $300K sales deal — and why each one needs a different approach. He breaks down the five buyer agreements that drive every close and shows how to spot deal momentum to accelerate your cycle. Whether you're closing SMB, mid-market, or enterprise deals, this video gives you real-world B2B sales tactics, SaaS closing strategies, and deal frameworks to help you sell faster, smarter, and bigger. RESOURCES DISCUSSED Join our weekly newsletter Things you can steal Save $50 on any 30MPC course with code “PODCAST” Free Sales Templates, Scripts and Guides
At what stage should SaaS companies start segmenting their metrics? In episode #320, Ben Murray breaks down when and how to segment your SaaS metrics — from revenue segmentation to go-to-market efficiency metrics — so your data actually reflects how your business operates. Ben explains how segmentation becomes essential as you scale past $10M ARR or diversify product lines (for example, enterprise vs. SMB or PLG vs. sales-led models). He also shares how finance and ops teams can collaborate to align their chart of accounts, cost centers, and customer metadata to get meaningful insights that improve valuation and decision-making. What You'll Learn When to start segmenting SaaS metrics (typically around $10M ARR, but earlier for multi-product businesses). The difference between revenue segmentation and financial metric segmentation. How to align your chart of accounts and cost centers for accurate CAC, CAC payback, and LTV:CAC by segment. Why aggregate CAC or payback metrics are misleading without segmentation. The importance of metadata consistency between systems (HubSpot, CRM, accounting, billing). How clean segmentation improves your company valuation and investor confidence during fundraising or exit. Why It Matters For CFOs & Finance Teams: Segmentation reveals where efficiency and retention differ by product line or customer cohort. For Founders & Operators: Understanding metrics by segment helps you scale profitably and target the right growth motion. For Investors: Segmented financial reporting and SaaS metrics reduce uncertainty and strengthen valuation models. For Accounting Leaders: Accurate cost allocation enables better financial modeling and Board reporting. Resources Mentioned The SaaS Metrics Foundation Course: https://www.thesaasacademy.com/#section-1744932157830 Quote from Ben “You can't say your CAC payback is 12 months when it combines enterprise and SMB customers — that data is worthless.”
In this episode of the Transform Sales Podcast: Sales Software Review Series, Eddie Bello ☁, Marketplace Specialist at CloudTask, is joined by Jonas Hammarberg, CEO & Founder at SP CE, a powerful Sales Acceleration Software designed to boost SMB sales through enhanced collaboration with partners and distributors. SP CE offers secure digital rooms for streamlined content sharing, actionable insights, and consistent stakeholder alignment. Jonas shares how SP CE empowers SMBs to manage their indirect sales channels effectively by centralizing marketing materials, product training, and sales enablement resources in one intuitive platform. He highlights the common challenges SMBs face when scaling their partner channels—like fragmented communication, inconsistent brand messaging, and limited visibility into partner activities—and demonstrates how SP CE provides a unified solution. Listeners will discover how SP CE simplifies the management of complex partner networks by offering clear visibility and control, enabling better forecasting and stronger partner engagement. Jonas emphasizes the ease of onboarding, intuitive interface, and robust analytics that deliver immediate insights into partner effectiveness and engagement. Try SP CE here: https://software.cloudtask.com/sp-ce-f71f24 #TransformSales #SalesSoftware #SPCE #CloudTask #PartnerEnablement #SalesAcceleration #ChannelSales #SMBs
When his deal died the first time, Kyle Poll was devastated. But then it came back around, larger and more interesting.Topics in Kyle's interview:Skills he learned on his 2-year Mormon missionGrowing Gympass from $10m to $100mAiming for happiness at work and homeEarning the respect of brokersWatching his deals die and being outbidQ of E that drastically lowered the business valueEmotional rollercoaster of full-time searchCompleting his acquisition as CEO with equityFinding investors who would bet on growthMerging 2 rival companiesReferences and how to contact Kyle:LinkedInGetOutPassThe Mormon Way of Doing Business by Jeff BenedictGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact mark@aspenhr.comGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron
SummaryEn este inspirador episodio de "Querido Emprendedor", tenemos de invitada a Nicole Guerrero, una joven boliviana que desde los 21 años ha liderado una revolución social y ambiental en Bolivia. Nicole es la fundadora del Banco de Alimentos de Bolivia, una organización que transforma el desperdicio de alimentos en esperanza para miles de personas en situación de vulnerabilidad. Nicole ha logrado crear un sistema logístico nacional que recolecta excedentes alimentarios de grandes empresas, mercados y el sector agrícola, para distribuirlos a centros de acogida, refugios y comunidades necesitadas en Cochabamba, La Paz, Santa Cruz y más allá.Este episodio es una fuente de inspiración para todos aquellos que desean crear un impacto real, superar obstáculos y transformar sus pasiones en proyectos sostenibles y de gran alcance. ¡No te lo pierdas!LinksIgnacio BalderramaStartup JunkieKiva Northwest ArkansasBanco de Alimentos de Bolivia (The Food Bank of Bolivia)
In this deep-dive 4Ds session, I give a group of driven SMB owners the actual system for social media success. We talk about why volume is the secret weapon you're not using, how to provide relentless value so your customers choose you over your competitors, and the biggest platforms you're probably ignoring that could scale your business. Forget the excuses; this is a practical game plan for execution. Hope you enjoy!
Navigating the 2025 SMB Landscape: Proactive Tax Strategies and Expert Insights from Adam WilliamsSmall and medium-sized business owners are facing unprecedented challenges in 2025, from rapid legal changes to AI-driven disruption. In a recent episode, Josh Elledge sat down with Adam Williams, author and Co-founder of Pennywise Tax Strategies, to explore actionable strategies for SMB founders navigating complex tax, legal, and operational environments. Adam shared insights on proactive tax planning, leveraging expert advisors, and adapting to technological changes to help businesses thrive in an increasingly dynamic landscape.The Power of Proactive Tax PlanningAdam emphasizes that reactive tax preparation is no longer sufficient for SMBs looking to maximize profits and future-proof their businesses. Forward-thinking strategies like auditing profit and loss statements, employing family members, leveraging the Augusta Rule, choosing the right business entity, and utilizing cost segregation can save businesses significant money while maintaining compliance. He also highlights the importance of ongoing education and expert advisors, ensuring owners can confidently navigate new laws, AI integration, and changing economic conditions.Proactive planning goes beyond minimizing taxes—it's about optimizing operations and leveraging every available advantage. SMB owners can use these strategies to automate processes, structure their teams effectively, and ensure every deduction, credit, or exemption is captured. Adam's guidance demonstrates how combining thoughtful planning with expert support allows businesses to remain agile, profitable, and competitive in 2025 and beyond.Entrepreneurs who implement these strategies not only reduce risk but also position their businesses for sustainable growth. From cost-saving opportunities to AI-driven efficiency improvements, the insights Adam shared provide a clear roadmap for SMB founders seeking long-term success. By taking a proactive approach, business owners can reclaim control over their finances, optimize operations, and confidently scale their enterprises.About Adam WilliamsAdam Williams is the Co-founder of Pennywise Tax Strategies and a seasoned author focused on actionable tax and business advice for small and medium-sized enterprises. With deep expertise in tax planning, business law, and strategic consulting, Adam empowers SMB owners to make informed decisions that maximize profits and minimize risk.About Pennywise Tax StrategiesPennywise Tax Strategies helps small and medium businesses implement proactive tax planning, optimize deductions, and leverage financial strategies to grow efficiently. Their team specializes in forward-looking solutions that combine expert knowledge with practical, actionable tactics for entrepreneurs navigating a rapidly evolving business environment.Links Mentioned in this EpisodePennywise Tax StrategiesAdam Williams LinkedInKey Episode HighlightsHow SMBs can navigate complex tax and legal changes in 2025Strategies for proactive tax planning and financial optimizationLeveraging expert advisors and mastering profit and loss statementsTips for employing family members, leveraging the Augusta Rule, and entity selectionInsights on cost segregation and maximizing deductions for SMBsConclusionThe 2025 SMB environment demands proactive planning, strategic partnerships, and a keen understanding of tax and operational opportunities. Adam Williams' insights provide a roadmap for entrepreneurs seeking to thrive amid uncertainty by optimizing finances, leveraging expert guidance, and positioning...
I used to think "Always Be Closing" was outdated, sleazy sales advice, but I've completely changed my mind. In this video, I break down why ABC is actually the foundation of consultative selling for MSSPs and B2B sales. The truth is, every single step in your sales process—from discovery calls to assessments to proposals—should be designed with one goal: moving the deal forward and closing the sale. I'll show you the simple framework I use to redesign sales processes, explain why most salespeople are treating discovery and assessments like information gathering instead of closing opportunities, and reveal the biggest mistake I see during proposals that kills deals. If you're in MSP sales or any B2B selling, this reframe will change how you approach every interaction with prospects.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.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
Brian Seeling sought a blue-collar business with a good manager in place. He found exactly that — with $2.6m in revenue.Register for the webinar: Tactical EQ to Win Over Sellers and Brokers - TODAY! - https://bit.ly/46MlUhCTopics in Brian's interview:Being an entrepreneurial kidMoving from IT to blue-collarGetting value from SMBootcamp“Riches are in the niches”Satisfaction of developing peopleNot all SBA lending is the same“Billionaires do business with billionaires”Tactfully bringing about changeContinuing the commission-based compensation modelReplacing old tech in the businessReferences and how to contact Brian:LinkedInPGM ServiceWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron
What happens when you've built multiple companies, lost control, got burned by partners, and then finally get it right? Patrick Dillon has done it all. He's built several digital agencies, and even a janitorial company. He's taken on investors, lost equity, made painful pivots, and come out the other side with a lean, wildly profitable agency. Today, his company, WISE Digital, is scaling steadily without the risk of it all collapsing from one bad client, partner, or decision. In this episode, we break down how Pat used AI to scale without bloat, what really went wrong with his first three ventures, and why he'll never niche down again. We also get into the recruiting system that saved him thousands of hours, the legal dispute ChatGPT helped him settle, and how to avoid toxic positivity while building something that actually lasts. If you're in agency life, you'll feel this one. Listen in and find out what it really takes to build a growth engine you actually want to run. — This episode is part of the 8FE (8-figure entrepreneur) series, where we talk to entrepreneurs who have already passed the million-dollar mark. — Key Takeaways: 00:00:00 Intro 00:01:53 Undervalued marketing tactics 00:04:24 Unusual AI use cases 00:08:03 Patrick's entrepreneurial journey 00:18:38 Interacting with investors 00:21:29 When to pull the plug 00:27:57 Transition to WISE Digital 00:37:43 Focusing on SMB 00:40:02 Growing the business through AI 00:51:57 SEO strategies and the impact of AI 00:58:58 Advice for aspiring entrepreneurs 01:01:21 Outro — Additional Resources:
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Nick LeRoy, Enterprise SEO Consultant and author of *SEO For Lunch*, joins Ross Hudgens to debate a hot topic in SEO right now — the rise of “Best X” listicles and the emergence of what Nick calls **LLM PBNs**. They unpack the ethics, brand risk, and strategic value of publishing your own “best” lists to capture AI-era visibility and how tactics once considered gray hat are being re-examined in the age of ChatGPT and AI Overviews. If you've ever wondered whether to publish your own “Best X” article (or what happens when you do), this episode dives deep into the data, the risk, and the real takeaways for modern SEO strategy. **Plus:** brand perception vs. performance marketing, AI training data, the ethics of self-ranking, and why most “shortcuts” aren't worth it in 2025. Show Notes 0:08 – Why Nick wrote his post on LLM PBNs and “Best X” articles 1:00 – Defining the three types of listicles: self-hosted, third-party, and PBNs 3:23 – Why AI and search are blurring ethical lines for content manipulation 5:00 – The real risk: brand perception and user trust over rankings 8:01 – Do “Best X” articles actually drive qualified leads? 10:09 – Why these listicles still work tactically in B2B SEO 12:12 – How to do it right: objectivity, transparency, and editorial value 14:01 – The importance of segmenting by use case (“best for enterprise,” etc.) 16:15 – Outbound links, nofollow abuse, and why honesty still wins 17:36 – When to avoid listicles entirely (and why product quality matters most) 20:24 – LLM PBNs vs. traditional PBNs — and why they're not worth it 23:22 – Affiliate influence and how AI learns from “best of” lists 25:33 – Why bad products can't rank long term (no matter the tactics) 27:26 – Testing ethically: what Nick learned from black-hat experiments 30:48 – The SMB risk: how FOMO and “easy buttons” hurt small businesses 33:19 – Better investments for local brands than AI visibility schemes 35:20 – Why starting from scratch is tougher than ever in SEO 37:07 – The future of niche review sites like Zyppy and why they matter 38:30 – Final takeaway: research deeply and focus on long-term trust Show Links Nick LeRoy on LinkedIn: [https://www.linkedin.com/in/nickleroy/] SEO For Lunch Newsletter: [https://www.seoforlunch.com/] Nick's post on LLM PBNs: [https://www.seoforlunch.com/p/llm-pbns] Zyppy (by Cyrus Shepard): [https://zyppy.com/] Siege Media Enterprise SEO Consulting: [https://www.siegemedia.com/strategy/enterprise-seo-consultants] Siege Media Best Fintech Marketing Agencies: [https://www.siegemedia.com/strategy/best-fintech-marketing-agencies] Mentimeter Kahoot Alternatives Example: [https://www.mentimeter.com/blog/education/kahoot-alternatives] Subscribe today for weekly tips: https://bit.ly/3dBM61f Listen on iTunes: https://podcasts.apple.com/us/podcast/content-and-conversation-seo-tips-from-siege-media/id1289467174 Listen on Spotify: https://open.spotify.com/show/1kiaFGXO5UcT2qXVRuXjsM Listen on Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9jT3NjUkdLeA Follow Siege on Twitter: http://twitter.com/siegemedia Follow Ross on Twitter: http://twitter.com/rosshudgens Directed by Cara Brown: https://twitter.com/cararbrown Email Ross: ross@siegemedia.com #seo | #contentmarketing
In this episode of Next in Media, Mike Shields sits down with Michael Komasinski, CEO of Criteo, to unpack how one of ad tech's best-known companies has reinvented itself for a privacy-first world. Once synonymous with retargeting, Criteo has successfully evolved into a powerhouse in retail media, supporting more than 230 retailers and $160 billion in GMV.Michael shares how the company's early investments in addressability technology and diversification under Megan Clarkin laid the foundation for long-term resilience. He also discusses the industry's next big shifts from the end of “easy money” in retail media to the rise of agentic workflows, AI-powered ad optimization, and Criteo's surprising new partnership with Google. Key Highlights:
I am not a numbers guy. And I've been in my fair share of meetings with decks filled with endless charts and data and my eyes glazed over. I'm sure you have as well.So were we the problem? Were we just not captivated enough by the correlation coefficient?I think not. And I think the reason why can be best summed up by this lesson I read in a How I Made It In Marketing podcast guest application – Even the most rigorous analysis fails without the right story.Numbers, even very impressive numbers, still need that marketer's touch.To hear the story behind that lesson, along with many more lesson-filled stories, I sat down with a numbers guy who also has some deep marketing and business insights to share with us – Jiaxi Zhu, head of analytics, SMB division, Google [https://www.google.com/].Google's SMB division works with five million customers. Zhu leads the analysis for how to manage and prioritize the division's several-hundred-million-dollar budget.Lessons from the things he madeEven the most rigorous analysis fails without the right storyLanding solutions requires going deep and doing the hard workDefine your data with your business partnersReal influence means accepting the world is not fair or rational by defaultTrue empathy is active workIntellectual curiosity means always asking “why” behind the observationsTurn your knowledge assets into a new revenue streamMarketingSherpa has teamed up with parent company MeclabsAI to produce a research study. We are granting 10 AI engineering vouchers worth $7,500 each to eligible companies. Apply for your $7,500 AI Engineering Voucher [https://meclabs.com/research/ai-engineering-voucher]Discussed in this episodeTransparent Marketing: How to make your product claims credible … not incredible [https://marketingexperiments.com/value-proposition/transparent-credible-product-claims]Customer-First Marketing: How The Global Leadership Summit grew attendance by 16% to 400,000 [https://meclabs.com/gls]B2B Marketing Leadership: The higher you get in the organization, the more details you need to know (podcast episode #115) [https://marketingsherpa.com/article/interview/B2B-marketing-leadership]Marketing and Brand: Embrace healthy friction (podcast episode #48) [https://marketingsherpa.com/article/interview/marketing-and-brand]Get more episodesSubscribe to the MarketingSherpa email newsletter [https://www.marketingsherpa.com/newsletters] to get more insights from your fellow marketers. Sign up for free if you'd like to get more episodes like this one.For more insights, check out...This podcast is not about marketing – it is about the marketer. It draws its inspiration from the Flint McGlaughlin quote, “The key to transformative marketing is a transformed marketer” from the Become a Marketer-Philosopher: Create and optimize high-converting webpages [https://meclabs.com/course/] free digital marketing course.Apply to be a guestIf you would like to apply to be a guest on How I Made It In Marketing, here is the podcast guest application – https://www.marketingsherpa.com/page/podcast-guest-application
Nick Keegan owned a struggling software business doing just €1m/yr until an acquisition put it on the path to 9 figures.Register for the webinars: How PACT Simplifies Investor Deals Using SBA - TOMORROW! - https://bit.ly/42jGpB2Tactical EQ to Win Over Sellers and Brokers - Thu Oct 9th - https://bit.ly/48wqcMPTopics in Nick's interview:10 years in the Irish Defense ForcesHis app idea that ultimately failedPivoting his failed business into Mail MetricsSuccessfully competing against larger print companies7 years of slow growthAcquiring 2 large companies simultaneouslyHiring a tutor to teach him basic financeBuying one business in Ireland and one in the UKBorrowing at a very high interest rateIncreasing revenue by $12m in one yearReferences and how to contact Nick:LinkedInMail MetricsLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact mark@aspenhr.comConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron
SummaryIn this week's episode of Startup Junkies, hosts Daniel Koonce and Caleb Talley sit down for an engaging conversation with Daniel Schroeder and Brent Reader, co-founders of Peanut Pupper, a startup helping anxious dogs with their CBD products. The conversation explores how Peanut Pupper began, what sets it apart, and how its founders are committed to more than just business success. There's an underlying message of using entrepreneurship as a platform to make a positive difference, which comes through clearly as the hosts and guests discuss the journey and vision behind the brand. From the origins of the idea to creating a responsible, community-focused company, listeners get an inside look at what it takes to build something with heart and intention.Beyond Peanut Pupper, the discussion digs into broader themes like the importance of giving back, finding meaning in work, and overcoming challenges with creativity and resilience. There are honest conversations about what it means to push through setbacks, the balance between profit and purpose, and how authentic values can become a brand's strongest asset.Whether you're a pet lover, budding entrepreneur, or simply curious about how purpose-driven companies operate, this episode delivers both inspiration and practical insights. Tune in for a fresh perspective on business and a deeper appreciation for brands like Peanut Pupper that aim to make the world a little better!Show Notes(00:00) Introduction(03:30) The Inspiration Behind Peanut Pupper's CBD Products(09:24) THC-Free CBD: Safety and Effectiveness(15:59) Happy Pup Customer Testimonials(17:34) Impact of Markets on Dog Adoptions and Health(23:29) Arkansas Legislation Targets Loophole Marijuana(31:22) Exploring the Relationship Dynamic Between Co-Founders(40:35) Embracing Mentorship and Avoiding Solitude(42:12) NWA's Regional Support and Community Spirit(45:22) Closing ThoughtsLinksDaniel KoonceCaleb TalleyStartup JunkieStartup Junkie YouTubeDaniel SchroederBrent ReaderPeanut Pupper
Why you should listenRob Fegan shares the exact 4-phase framework he used to transform his Microsoft partner business from zero to millions in annual revenue—and how SMB partners can replicate this success even as "small fish" in a 30,000-person sales ecosystem.Learn how to leverage Microsoft's Commerce Incentives Fund to access thousands in funded engagements per customer, essentially getting Microsoft to pay you to deploy their solutions while you focus on high-margin services.Discover why connecting with AI specialists (not just AEs) is the key to unlocking Microsoft's FY26 priorities, and how to position your messaging so Microsoft's field teams become your biggest sales asset instead of just another vendor relationship.You're running a solid Microsoft partner business, delivering real results for clients, but you feel completely invisible to Microsoft's massive sales organization. You watch bigger partners effortlessly access pipeline opportunities, co-sell motions, and vendor support while you're stuck fighting for scraps. You know the opportunity is there—Microsoft has 30,000 salespeople who could be feeding you qualified leads—but you have no idea how to cut through the noise when you're just a 1-10 person shop.In this episode, I sit down with Rob Fegan from RYZE Partners who spent 15 years building and scaling Microsoft partner businesses before a successful exit. Rob breaks down his proven 4-phase framework that turns Microsoft's field teams into your biggest sales asset, even as a small partner. We dive into the four critical areas most partners get wrong, why SMB partners are suddenly Microsoft's top priority after years of enterprise focus, and the specific funded programs that can inject thousands of dollars per engagement into your business. If you're tired of being stuck, overlooked, and sidelined while bigger partners dominate the conversation, this episode gives you the exact playbook to change that.About Rob FeganRob Fegan is the founder of Venvito and co-founder of RYZE Partners, where he helps Microsoft SMB partners go from invisible to in-demand. After 15+ years in the Microsoft ecosystem, Rob built his own Microsoft practice from zero to millions in annual revenue before a successful exit. Now he's on a mission to help 10,000 Microsoft partners escape what he calls "SOS Mode" - being Stuck, Overlooked, and Sidelined - through his proven frameworks for demystifying selling WITH Microsoft. Rob's approach has helped partners transform from vendor status to becoming Microsoft's go-to referral sources, turning field teams into their biggest sales asset.Resources and LinksRyze-partners.comVenvito.netRob's LinkedIn profilePrevious episode: 639 - How to Stop ChatGPT from Lying to You (AI PhD Reveals the Fix) with Garima AgrawalCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested...
Discover why most MSP deals are actually won or lost during the discovery phase, not at the close! In this video, I break down how to engineer your discovery process to address objections before they even come up. I'll show you how to plant the seeds early by asking strategic questions that uncover pain points, buying motivations, urgency levels, and decision-making processes - then use their own words as your most powerful rebuttals later. Instead of scrambling to overcome predictable objections like "it's too expensive" or "we're not ready yet" at the end, you'll learn to reverse-engineer these concerns into discovery questions that make closing feel natural and almost anticlimactic. I'll walk you through my proven 4-step process to transform your discovery from a technical fact-finding mission into the real close of your deal//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.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
Onu Okebie and Brian Boland wanted to retain 100% ownership when they began, so they used an SBA loan. It has paid off.Register for the webinars: The ABCs of Franchise M&A: Deal Sourcing, Diligence, and Integration - TODAY! - https://bit.ly/481yThOHow PACT Simplifies Investor Deals Using SBA - Tue Oct 7th - https://bit.ly/48FjAvqTopics in Brian and Onu's interview:Forming a partnership in business schoolSearching for 2.5 yearsClosing on their first business while still in schoolBootstrapping their first acquisitionSacrifice and long commute the first yearWillingness to “be bad at something”Complexity of niche/time-sensitive freightAthletic grit carried them through acquisition challengesLearning to pitch to investors5 acquisitions in less than 5 yearsReferences and how to contact Brian and Onu:Brian LinkedInOnu LinkedInHTL FreightWebinar: Use an SBA Loan to Start a Roll-UpDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact mark@aspenhr.comGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron
Aizik Zimerman bought a home services business to build a consumer brand into his life's work. It seems to be working. Register for the webinar: The ABCs of Franchise M&A: Deal Sourcing, Diligence, and Integration - Thu Oct 2nd - https://bit.ly/46E2uv8Topics in Aizik's interview:There is endless opportunity in home servicesHis goal of $1 billion in revenueAdvantage of his youthful energyGoing all-in on digital advertisingSmall business = big problemsFounder Mode theoryOrganic growth over acquisitionsYour must earn your right to diversifyWinning on Google with reviewsHiring overseas for auditing and marketingReferences and how to contact Aizik:LinkedInJohn Wilson on Acquiring Minds: Buying Small, Growing Big: From $1m to $26mGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron
SummaryIn this week's episode of Startup Junkies, hosts Daniel Koonce and Jeff Amerine are joined by Yulia Batalina and Paolo Piraino, co-founders of adwinesor, a company offering curated wine experiences in NWA. With a shared passion for innovation and problem-solving, Paolo and Yulia have positioned adwinesor as a promising player in the intelligent advertising space.During the conversation, Paolo and Yulia unpacked the origins of adwinesor and the need they identified for smarter, more personalized advertising solutions. They shared how their diverse backgrounds, Paolo's hands-on business experience and Yulia's strong research foundation have empowered them to tackle industry challenges from multiple angles.A key highlight from the episode was their discussion of company culture and adaptability. Both founders emphasized the importance of agility, not just in their product but in their team's mindset. By encouraging experimentation and embracing feedback, they continue to refine adwinesor's offerings and keep pace with the fast-evolving advertising landscape.The episode is an inspiring listen for anyone following the startup ecosystem or seeking insight into launching a tech company. Paolo and Yulia's honesty about the ups and downs of entrepreneurship, paired with their clear vision for adwinesor, makes this episode particularly memorable!Show Notes(00:00) Introduction(03:59) From Italian Roots to a Global Journey(08:42) Bridging the Wine Knowledge Gap(11:01) adwinesor's Curated Wine Experiences(13:27) Demystifying the Wine Industry(19:22) Expanding NWA's Access to Wine(22:06) “Edwin's Ears Clean” Wine Concept(24:40) Bentonville's First Boutique Wine Shop(28:00) Encouraging Sensory Experiences(32:35) The Emergence of Alcohol-Free Italian Wines(35:37) Why Your Dreams Should Scare You(36:41) Closing ThoughtsLinksDaniel KoonceJeff AmerineStartup JunkieStartup Junkie YouTubeYulia BatalinaPaolo Pirainoadwinesor
In this CPQ Podcast episode, host Frank Sohn speaks with Tarak Patel, Sr. Vice President of Product and Technology at Aleran Software, about how Aleran is bringing sustainable innovation to Configure, Price, Quote (CPQ) and digital commerce. Aleran's Connected Commerce platform is designed for mid-size manufacturers ($20M–$1B) and their channel partners. Built on headless, API-first, cloud-native architecture, the platform integrates with leading ERP systems(SAP, Epicor, Microsoft Dynamics, Infor, Acumatica and more) and CRM solutions (Salesforce, SugarCRM). It also offers native eCommerce, pre-built connectors, Avalara tax, payment gateways, and shipping integrations—helping companies move beyond spreadsheets and home-grown tools. Tarak explains how Aleran supports CTO and ETO products, with a feature- and rules-based configuration engine, plus AI-driven guided selling and automated product content generation. With low-code/no-code flexibility and an average 2-month implementation, manufacturers can achieve fast ROI. Beyond technology, Tarak shares insights on trust-based leadership, Aleran's rapid growth, and how his philosophy of “sustainable innovation” drives both the company and his personal life—including golfing with his two teenage sons.
James Bohannon of family office Belzberg & Co. explains the FO world and its untapped potential for searchers & sponsors.Topics in James's interview:What is a family office?Family office capital sustains private marketsYou may wear jeans, but there are tradeoffsPrivate, insular nature of family officesHow to network with family officesWhen it makes sense to exit to a family officeLong-term holds are a good fitPlaying defense and offense within family officesFamily offices do not need to raise capitalFamily offices may be friendlier to smaller dealsReferences and how to contact James:LinkedInGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron
Register for the webinar: Liquidity Options for Search Investors - Wed Sep 24th - https://bit.ly/48lptOcJack Saville was asked if owning a small business was underutilizing his talents. The question prompted a big decision.Topics in Jack and Sam's interview:Jack's motivation to own something and take a riskYou are always buying a jobLinking up with Sam Rosati through SMBootcampBuying a business far from his familyRealizing that he didn't want to operate a lifestyle businessDifficulties of growing in a tourist townSelling the business to Perimeter Solutions GroupJoining the leadership of Perimeter Solutions GroupContinuously question your whyGetting in the game unlocks opportunitiesReferences and how to contact Jack and Sam:Sam Rosati LinkedInJack Saville LinkedInPerimeter Solutions GroupSam Rosati on Acquiring Minds: How to Shorten Your Search: Big 3, Little 2Sarah Chiles and Matthew Ferguson on Acquiring Minds: Geography as Moat: Building a Hometown HoldcoGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact mark@aspenhr.comGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter
In this episode, I chat with Amanda Goodall, a workforce intelligence analyst who spots restructuring signals months before they hit the headlines. We dig into how AI is quietly eating back-office work. We also cover warehouse robots and humanoids on the horizon, and practical job-hunt tactics to become the obvious hire. If you're trying to navigate layoffs, automation, or a tougher job market with clear signal over noise, this one's for you. ––– Support My Work ––– Paypal: https://www.paypal.biz/BitcoinMatrixStrike/Bitcoin: BitcoinMatrix@strike.meCash App: https://cash.app/$BitcoinMatrixVenmo: https://venmo.com/u/bitcoinmatrixPO Box: The Bitcoin Matrix, P.O. Box 18056, Sarasota, FL 34231 ––– Offers & Discounts ––– Theya is the world's simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Amanda Goodall on X: https://x.com/thejobchick ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Intro 01:10 - Who Amanda Goodall is & why her signals matter 02:42 - Macro workforce picture: margins over headcount 04:05 - Offshoring surge despite steady headcount 06:04 - Outsourcing giants (TCS, Accenture) & vendor logic 09:08 - Job search now: LinkedIn/Indeed and becoming the obvious choice 11:52 - Ghost postings & earnings-call optics 13:33 - AI in finance: AP/AR automation & SMB pitfalls 15:18 - Morale, burnout & the new loyalty math 19:08 - Pay, bonuses, relocation and rising financial stress 28:35 - RTO mandates, desk shortages & the CRE pivot 34:53 - Warehouses, robots & humanoids: what's real, what's next 54:06 - How layoffs are executed today 1:06:11 - Closing Thoughts I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening! The information in all The Bitcoin Matrix Podcast episodes and content is based on hypothetical assumptions and is intended for illustrative purposes only. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. This video is provided for entertainment purposes only. The information contained herein represents temporary, changing views and subjective impressions and opinions regarding the inherently uncertain and unpredictable issues discussed. The reader, user, and/or viewer must not assume that these contents are accurate, complete, timely, or up to date. Market conditions change rapidly and unpredictably. Nothing herein should be interpreted as any kind of offer, solicitation, commitment, promise, warranty, or guarantee whatsoever relating to any of the contents of these videos. DISCLAIMER: INFORMATION PROVIDED BY THE BITCOIN MATRIX PODCAST IS PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND FREEDOM FROM INFRINGEMENT. The viewer of this video assumes the entire risk of any acting on any information contained herein. No representation is made that any regulatory authority has passed on the merits, adequacy or accuracy of this information. The viewer assumes all liability.
SummaryIn this week's episode of Startup Junkies, host Caleb Talley and Grace Gill are joined by Permjot Valia, co-founder of Nava Develop Inc., who offers listeners a masterclass in entrepreneurship and investment. Permjot, known for his keen business acumen and international venture capital experience, shares his unique perspectives on what it takes to build successful companies and thrive in today's fast-paced business landscape.Throughout the conversation, Permjot discusses the importance of adaptability for founders, referencing real-world challenges that startups often face. He emphasizes that resilient entrepreneurs are those who not only adapt quickly but also learn from setbacks, turning failure into an opportunity for growth.Caleb and Grace steer the conversation into practical territory, asking Permjot how aspiring founders can attract the attention of investors. Permjot highlights the need for clarity by having a strong pitch and a clear understanding of your business model and target market.Listeners will appreciate the actionable advice sprinkled throughout the episode, as well as Permjot's candid reflections on the delicate balance between passion and pragmatism in entrepreneurship. Whether you're an early-stage founder or just curious about what makes startups succeed, this episode offers valuable lessons and an inspiring look behind the scenes of venture capital!Show Notes(00:00) Introduction(03:41) Cultural Differences in Business Pitches(09:05) Redefining Strategy with New Terms(13:19) How Bentonville Is a Gateway to Global Opportunities(16:06) Scaling Success Through Talent Pools(22:26) Business Model Transition Challenges(27:01) Reflecting on Self-Identity(28:29) Closing ThoughtsLinksCaleb TalleyGrace GillStartup JunkieStartup Junkie YouTubeFuel AcceleratorPermjot ValiaNava Develop Inc.