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In this episode, we explore the power of leadership and how it shapes a successful sales team. We dive into the importance of setting clear standards and holding yourself and others accountable. Learn how to effectively lead your team with transformational coaching and thoughtful questioning. Whether you're building a team or refining your approach, this episode provides valuable insights on fostering collaboration, removing barriers to success, and achieving your real estate goals with integrity and strategy.What you'll learn on this episodeGreat leaders act as coaches, guiding their teams through thoughtful questions rather than issuing commands.Setting standards and holding team members accountable is the foundation of high performance.Focusing on the activity (not just results) leads to more success.Accountability conversations should be empowering, not blame-focused.When facing resistance, help team members bridge the gap between their personal goals and actions.Role modeling, planning, and role-playing are essential components of effective training.Always encourage solutions over complaints—empower your team to find answers.Starting with clear goals and measuring progress ensures consistency in performance.The "why" and "how" questions help uncover deeper growth opportunities.Creating a solutions-oriented environment fosters a strong, high-performing team.If you're ready to lead a team where accountability feels empowering, coaching fuels growth, and high standards drive results, this is your next step.Teach to Sell gives you the exact tools to lead with influence, guide clients and teams with clarity, and build a sales business that consistently produces No Broke Months. Whether you're scaling a team or refining your leadership skills, this book will show you how to create trust, alignment, and success through transformational leadership.Preorder Teach to Sell today and start mastering the leadership skills that move people—and results—forward.https://www.nobrokemonths.com/teach-to-sell-preorderResources mentioned in this episodeRole modeling: Demonstrating the desired behavior to create awareness.Coaching techniques: Focus on deep probing questions like "What makes that important to you?" to spark growth.Accountability methods: Ensuring your team aligns with their personal goals and actions. To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
In today's episode of the No Broke Months Podcast, we dive deep into the importance of establishing standards and accountability to lead a successful sales team. You'll learn how to implement practical strategies—like calendar invites, video introductions, and lender connections—that move the sales process forward and foster stronger client relationships. Dan Rochon shares actionable insights on creating team alignment, improving sales performance, and overcoming common challenges when working with buyers and sellers. If you want to drive results and keep your sales cycle running smoothly, this episode delivers the framework to help you do it.What you'll learn on this episodeSet Clear Standards: Establish minimum performance standards to guide your team.Track Metrics: Monitoring performance is crucial to intentional improvement.Use Presumptive Language: Sending a calendar invite with a presumptive close helps train your clients to say yes.Short Introduction Videos: Personalize your approach with a 10-second video introducing yourself to buyers.Introduce a Lender: Leverage your relationship with a lender to build trust with clients and streamline the process.Follow-Up Speed Matters: The quicker your lender contacts the client, the better the results.Accountability Drives Results: Weekly accountability meetings help boost team performance.Success Comes from Collaboration: Rally behind team members who fall behind to ensure their success.The Power of Yes: Every step in the sales process should be designed to get your client to say yes.Empathy and Persuasion: Being empathetic while persuasive will create better outcomes for your clients.If you want to build a sales process that inspires client trust, drives team accountability, and creates predictable results, this is your next step.Teach to Sell gives you the full framework for leading clients and teams with clarity, empathy, and influence—without relying on pressure or guesswork. Inside, you'll learn the exact language, leadership skills, and process structure that top agents and leaders use to create No Broke Months.Preorder Teach to Sell today and start mastering the systems that build consistent success.https://www.nobrokemonths.com/teach-to-sell-preorderResources mentioned in this episodeGoogle Calendar Invitations: Use this tool to schedule and confirm meetings with clients, reinforcing their commitment to you.Lender Introduction Template: Learn how to introduce clients to your preferred lender via text message.Video Introduction Tips: Film quick 10-second intro videos to build rapport with prospective clients.Sales Process Steps: The key steps in the sales process—setting appointments, building relationships, and keeping clients engaged. To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
In this episode of the No Broke Months Podcast, Dan Rochon shares the importance of leadership, accountability, and setting standards for high-performing sales teams. He explains how to align personal and team goals, create meaningful accountability, and implement actionable steps that lead to consistent and predictable results. If you want to elevate your leadership, improve team performance, and build a business that delivers No Broke Months, this episode offers the strategies to help you do it.What you'll learn on this episodeThe difference between management and leadership—and why it mattersHow setting and upholding high standards influences team performanceWhy personal accountability starts with leading by exampleThe role of effective communication and prescriptive language in building trust with clientsHow to foster team collaboration and support members who are strugglingThe true impact of accountability meetings on progress and course correctionWhy leadership is about teaching others how to think and succeedHow to focus on finding win-win solutions in sales, rather than being “right”If you're ready to lead your clients—and your team—with greater clarity, influence, and purpose, this is the next step.Teach to Sell provides the leadership frameworks, language patterns, and influence strategies that top agents and leaders use to create lasting trust and consistent results. It's not about managing transactions—it's about leading people to better decisions and building a business that thrives.Preorder Teach to Sell today and learn how to lead in a way that drives both relationships and results.https://www.nobrokemonths.com/teach-to-sell-preorderResources mentioned in this episodeGoogle Calendar Invitations: Set up calendar invitations to help prospects commit to appointments.Gary Keller's "The One Thing": A resource on focusing on the most impactful actions in life and business. To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
In this episode of the Post Status Happiness Hour, host Michelle Frechette and Darian Lusk share their journey launching and managing the official WordPress.org TikTok account. They discuss overcoming initial nerves, embracing influencer marketing, and collaborating across generations to create daily, authentic, and engaging videos. The duo highlights their creative process, community-driven content, and the importance of spontaneity over corporate polish. They also reveal behind-the-scenes stories from WordCamp events, tease upcoming collaborations, and encourage audience participation, all while emphasizing the fun and connection at the heart of their WordPress TikTok adventure.Top Takeaways:TikTok is Being Used to Energize and Expand the WordPress Community: Michelle and Darian are using TikTok as a playful, engaging platform to showcase the global WordPress community. Their content captures behind-the-scenes moments at events like WordCamp Europe and aims to connect with younger, more diverse audiences in an authentic, unscripted way. The vibe is intentionally fun, personal, and accessible—not overly polished or corporate.Community and Team Collaboration are Key to Real-Time Content Success: The success of the TikTok initiative was made possible by the fast support of the Automattic team across time zones. From helping Michelle access the TikTok account while traveling, to teammates assisting with content ideas, the distributed team model enabled agile, in-the-moment content creation and reinforced the value of strong internal collaboration.Personal Joy, Humor, and Relationships Fuel the Project: Michelle and Darian's enthusiasm and personal connection shine throughout the project. Their humor, openness (including joking about stunts and family involvement), and genuine love for the WordPress community create a sense of fun that draws people in. They prioritize joy and connection as central to their content and outreach.Mentioned In The Show:TikTokAutomattic WordPress.orgAdobe PremierVid CapCap CutWP Community Collective
Join Kristian McCann for an insightful conversation with Ryan Zoehner, CEO of Algo, as he reveals how his company is tackling one of UC's biggest challenges: integration with your AV technology.With over 55 years of innovation behind them, Algo has positioned itself as the critical bridge between legacy systems and modern UC infrastructure. Zoehner shares how his team's education-first approach is helping partners and customers navigate the complex landscape of IP endpoint deployment, empowering frontline companies to gain control of their enterprise communications strategy.Discover how Algo is transforming the UC landscape by focusing on what others overlook—the final mile of UC migration. Key insights from this conversation:Why Algo targets end-user organizations directly rather than competing solely on channel partnershipsHow Algo's products seamlessly connect with existing UC platforms without disrupting current workflowsThe company's unique approach to building partner expertise through comprehensive training and support AIHow AI is reshaping communication endpoints and creating new opportunities for frontline connectivityWhy the "final mile" represents the biggest untapped opportunity in unified communicationsAlgo's 55+ year heritage positions them uniquely to solve these challenges
In this episode of Zero to CEO, I speak to change agent and coach Evan Unger about how meetings can either make or break your startup's culture. Evan reveals how most meetings are shockingly inefficient and how that wasted time impacts leadership, productivity, and team morale. He shares practical tools to transform your meetings from painful time-sinks into high-performing decision-making engines. Whether you're leading a remote team or building your startup's culture from scratch, this episode gives you the strategies to make every meeting count.
UC Today's David Dungay sits down with Robyn Erkelens, Business Development Executive at New Era Technology, to unpack what modern businesses are getting wrong—and right—about workplace transformation.With her background in experience design and innovation, Robyn shares why organizations need to rethink the “big bang” approach and instead focus on smart, scalable changes that actually move the needle. If you're navigating hybrid work, ESG goals, or the AI wave, this conversation is packed with practical advice.The future of the office isn't about gimmicks or grand overhauls—it's about thoughtful, human-centered transformation.In this candid conversation, Robyn challenges traditional thinking and outlines New Era's playbook for building smarter, more agile workplaces.Why the “big bang” digital overhaul often fails — and how to replace it with a step-by-step, ROI-driven approach.Three transformation pillars — infrastructure, operations, and experience — and how to start small in each.How smart building tech and collaboration tools feed both ESG goals and employee experience.AI isn't a magic wand — learn how New Era helps clients like Indiana University use Co-Pilot to drive real business outcomes.
Join UC Today's Kristian McCann as he sits down with Dima Gutzeit, Founder and CEO of LeapXpert, for an insightful conversation on the evolution of enterprise communication and where LeapXpert fits into it.Gutzeit reveals how LeapXpert is redefining secure messaging for businesses, blending cutting-edge compliance solutions with the power of AI. Gutzeit pulls back the curtain on LeapXpert's mission to make modern messaging applications enterprise-ready-without sacrificing compliance or security.Discover how LeapXpert's unique approach is empowering organizations to embrace platforms like WhatsApp and WeChat while meeting stringent regulatory requirements. Key highlights include:LeapXpert's strategy for integrating popular messaging apps into enterprise workflows-securely and compliantly.The pivotal role of AI in driving communication intelligence and actionable insights.How LeapXpert's company culture fuels innovation and rapid response to customer needs.
In this episode of the Automate IT podcast, Jeremy Maldonado discusses the importance of engaging with executive teams and the necessity of clear communication within organizations. He emphasizes the value of understanding team dynamics, preparing effectively for discussions, and aligning goals with organizational priorities to foster collaboration and drive success.This episode originally aired February 4, 2025.
UC Today's David Dungay sits down with Aaron Clark, Director of Sales Engineering at TTx, to dive into the company's evolving cloud communications strategy.Backed by its partnership with Intermedia, TTx is delivering flexible, fully branded UCaaS that's helping businesses modernize—without sacrificing the support they need. Whether you're navigating on-prem migrations or exploring Teams integrations, this is the partner playbook you want to hear. TTx has spent decades helping businesses stay connected—and they're not slowing down.In this candid conversation, Aaron Clark shares how Intermedia's white-label platform has become the backbone of Maven Cloud, TTx's branded UCaaS offering. Learn how their approach balances deep local support with enterprise-grade tech to unlock value for every customer.Why white-labeling with Intermedia just works.How Intermedia's Teams integration crushes “Microsoft tax” and app overload.Real strategies for migrating 20,000+ on-prem endpoints to modern cloud.What's next: contact center AI, intelligent analytics, and cross-platform visibility TTX's model isn't just about tech—it's about delivering seamless customer experiences and maintaining healthy margins. If you're a service provider or MSP looking to scale cloud communications without losing your identity, this one's for you.
Watch on YouTube.On this episode of the UC Big News Show, host Kieran Devlin is joined by an expert-packed panel including Jon Arnold, Blair Pleasant, Craig Durr, Evan Kirstel, Mel Brue, and newcomer Derrick Kelly, Vice President of Solutions Enablement at AVI-SPL. The panel tackles the shifting tides of the SaaS and UCaaS landscape in 2025, questioning whether we've hit a saturation point, and whether AI is living up to the immense hype, and what Microsoft's layoffs might mean for both the business's strategy and the future of the jobs market.Is the SaaS market in decline, or just evolving? And is AI revolutionising the workplace - or just overpromising? In this wide-ranging and insightful discussion, industry leaders explore:Why UCaaS growth is flattening, while CCaaS continues to outperform—and what that means for vendors like Zoom, Cisco, RingCentral, and NICE.The growing backlash against SaaS sprawl and why CIOs are prioritising vendor consolidation and tighter spend controls.A reality check on AI adoption: hype vs. genuine enterprise deployments, especially in smaller businesses and government.Why successful AI integration demands strategy, guardrails, and realistic expectations—plus cautionary tales of botched implementations.This candid debate shines a light on the challenges and opportunities facing unified communications and enterprise tech in 2025.Watch the full video to hear how leaders like Blair Pleasant and Jon Arnold are advising clients on navigating the AI hype cycle.Thanks for watching, if you'd like more content like this, don't forget to SUBSCRIBE to our YouTube channel.You can also join in the conversation on our X and LinkedIn pages.
Host Gemma Thomason welcomes Diane-Lee Pretorius, Senior Engineering Manager at Pleo; Rocky Neurock, Engineering Manager at Resurs Bank; and Hannu Puranen, Head of Application Management at Nordea. In this episode, they dive into what makes team collaboration truly effective within engineering and product environments. From communication frameworks to cross-functional teamwork, the conversation highlights tools, leadership styles, and real-life practices that enhance productivity and cohesion in modern tech teams. Learn how top Nordic companies foster high-performing, collaborative engineering cultures.
What You'll Learn:In this episode, hosts Catherine McDonald, Shayne Daughenbaugh, and guest Sam Yankelevitch discuss the importance of respectful delegation in leadership. They highlight the significance of clarity, accountability, and continuous coaching in delegation. Together, they elaborate on the "commitment conversation" framework, which includes defining tasks, acknowledging uncertainties, and regular follow-ups. They emphasize the need for leaders to shift from being intimidating task givers to supportive coaches.About the Guest:Sam Yankelevitch is the CEO of Xpress Lingo Solutions, a TEDx speaker, and corporate trainer focused on aligning people, processes, and communication to close performance gaps. An industrial engineer and former VP of global operations, he brings deep expertise in Lean, Quality, and problem-solving methodologies. Sam is a popular LinkedIn Learning instructor with over 750,000 learners and the author of several books, including Lean Potion #9, Walking the Invisible Gemba, and the fiction title An Interview with Failure. He lives in South Carolina with his wife and borrowed dog, and believes in lifelong learning and giving back.Links:Click Here For Sam Yankelevitch WebsiteClick Here For Sam Yankelevitch LinkedInClick Here For Sam Yankelevitch YouTube
In this episode, host David Dungay sits down with Will Morey, Director of Channel at Gamma, to go behind the scenes of one of the UK's most influential channel-first businesses.From his personal journey to Gamma's evolving product stack and growth into a FTSE-listed giant, Will unpacks the market's biggest trends, challenges, and opportunities. If you're a channel partner navigating the future of UC, voice security, AI, and data-driven customer engagement, this one's unmissable.What happens when a channel veteran with 30 years in tech takes the reins at one of the UK's most successful UC providers? You get vision, clarity, and unapologetic channel advocacy.In this deep dive, Will shares Gamma's roadmap for empowering partners, the evolution of UC, and why the channel is more vital than ever. With candid insight into AI, product evolution, and partner expectations, this conversation delivers actionable takeaways and plenty of food for thought.From PBX to UC and beyond – How Gamma's portfolio helps partners address every customer from 1 to 500+ users.Channel-first by design – Why Gamma's ecosystem, go-to-market strategy, and startup mentality still sets it apart.AI, data, and CX – How Gamma is baking intelligence and analytics into everything, without falling into the “AI hype” trap.Reseller relevance – Will's bold prediction: in an AI-driven world, human-led channel expertise is more critical than ever.
In this insightful conversation, UC Today's Kristian McCann speaks with Meg Madison, SR VP and Chief Human Resources Officer at Shure, about the transformative power of human-centric design in modern AV technology.Madison shares valuable perspectives on how prioritizing employee experience in collaboration tools can drive business success, particularly in today's evolving hybrid work environments. This discussion reveals why technology decisions should start with human needs rather than technical specifications.Key discussion points:The critical importance of high-quality audio and video in facilitating meaningful communication, especially in hybrid environments where clarity directly impacts participant engagement.How artificial intelligence serves as an enabler rather than a replacement for human collaboration, taking over mundane tasks to enhance productivity and focus.Why collaboration technology must integrate seamlessly with physical spaces to create intuitive, frictionless experiences that employees actually want to use.
What You'll Learn:In this episode, hosts Patrick Adams, Shayne Daughenbaugh, and guest Jason Schroeder discuss the importance of core values in leadership, particularly in the construction industry. Schroeder shares his journey from a command-and-control leadership style to a more collaborative approach, highlighting the significance of a clean, organized, and safe work environment.About the Guest:Jason Schroeder is a former Field Operations and Project Director. He has worked as a construction leader for 26 years, working in positions that ranged from field engineer to project superintendent, general superintendent, and field operations director. He is the Owner and Lead Trainer at Elevate Construction, a company focused on elevating construction throughout the world by providing insights, solutions, and training. His mission is to create respect in the field through trained leaders, which ultimately preserves and protects families in construction. He is the creator of the Field Engineer and Superintendent Boot Camps, which are immersive courses that train field leadership. Jason Schroeder hosts the Elevate Construction Podcast, a blog through Home - Elevate Constructionist, and trains, consults, and coaches throughout the world.Links:Click Here For Jason Schroeder's LinkedInClick Here For Jason Schroeder's YouTube Click Here For Jason Schroder's Podcast
In this insightful edition of UC Today, host David Dungay is joined by Jonathan McCormick, COO of Intermedia, for an in-depth conversation about Intermedia's roadmap and its vision for the future of communications.Jonathan shares his impressive career journey from help desk to COO, his passion for empowering partners, and why AI is reshaping business conversations. From legacy migrations to the intelligent cloud and generative AI, this is a session packed with practical insights and strategic perspectives for partners, SMBs, and UC leaders.What's driving Intermedia's global growth and ongoing innovation? Join David and Jonathan as they dive into Intermedia's mission, vision, and roadmap to reshape business communications.Partner-First Model: Learn how Intermedia's CORE, Advisor, and Co-op partner models offer flexibility and local customer support unlike any other UC provider.AI-Powered Communications: Discover how AI is being embedded into Intermedia's products to boost productivity, automate customer interactions, and transform the end-user experienceMoving Prem to Cloud: Jonathan discusses the vast untapped opportunity in helping businesses migrate from legacy systems to the cloud—and why this is still the #1 priority.Culture + Innovation: Explore Intermedia's award-winning service culture, global reach, and commitment to continuous improvement with partners and customers at the core.
The Bulletproof Hygiene Podcast Episode 141 HOSTS: Charissa Wood, RDH and Ashley Price, RDH DESCRIPTION In this episode of the Bulletproof Hygiene Podcast, Charissa Wood and Ashley Price discuss the upcoming Bulletproof Summit, highlighting its importance for dental professionals. They emphasize the energy and collaborative learning environment of the summit, the significance of team participation, and the various educational tracks available, including those focused on hygiene, team dynamics, and innovative treatments. The conversation also features insights from guest speakers and the overall goal of enhancing patient care and professional development in the dental community. TAKEAWAYS The Bulletproof Summit is an exciting opportunity for dental professionals. Team collaboration enhances learning and implementation of new strategies. Attending the summit together fosters a unified vision for practices. Hygiene is not just a technical field; it's psychological as well. Building a strong hygiene team is crucial for practice success. Guest speakers bring valuable insights and fresh perspectives. Oral-systemic health is a key focus in modern dentistry. Innovative treatments like Perio Protect can transform patient care. Total body health is interconnected with oral health. Mindset shifts are essential for achieving success in dental practices. CHAPTERS 00:00 Welcome and Summit Introduction 03:07 The Energy of the Summit 05:57 Team Collaboration and Learning 09:00 Hygiene Focus: Headspace and Team Dynamics 11:59 Building a Rock Star Hygiene Team 15:02 Guest Speakers and Their Impact 17:52 Oral-Systemic Health and Patient Care 21:01 Innovative Treatments: Perio Protect 23:51 Total Body Health and Wellness 27:00 Mindset Shifts for Success 29:55 Summit Wrap-Up and Final Thoughts REFERENCES Bulletproof Summit Bulletproof Mastermind
In this insightful video, host Kristian McCann speaks with Avi Pardo, CBO at LeapXpert, about the growing but often unrecognized "silent data crisis" facing businesses today.Pardo reveals how the shift to messaging applications for business communication is creating significant blind spots in organizational data management and offers practical solutions for companies looking to recapture this valuable information.Key Points:Hidden Data Loss: Business-critical information exchanged on personal messaging apps is disappearing from corporate records, creating compliance risks and missed analytical opportunitiesThe Awareness Gap: Many organizations don't realize the extent of data they're losing or understand how to integrate messaging communications into their existing systemsAI-Ready Integration: Companies that successfully capture messaging data can leverage it for AI-powered insights, empowering sales teams and improving decision-making across the organizationFrictionless Solutions: Implementing effective messaging governance requires balancing compliance needs with user experience to ensure adoption without disrupting workflowsWatch to discover how your company can transform this data crisis into a competitive advantage.
In this essential video from UC Today, host Kieran Devlin sits down with Lauren Kravetz, Vice President of Government Affairs, André Malais, Senior Product Manager, and Rhys Rueffert, Product Manager, all at Intrado, to unpack one of the most urgent enterprise topics in 2025—duty of care and emergency readiness.With U.S. laws like Kari's Law, Ray Baum's Act, and Alyssa's Law reshaping how organizations must respond to emergencies, this conversation dives deep into the role Intrado's Emergency Routing Service (ERS) and Safety Suite play in ensuring real-time, location-accurate, and regulation-compliant responses to 911 calls.Whether you're in IT, compliance, or enterprise safety, this is a must-watch. How do enterprises ensure they're not just compliant with complex 911 regulations but genuinely prepared to protect their people?In this insightful panel discussion, Intrado's experts break down the dual challenges of regulatory compliance and proactive emergency response—and how their ERS and Safety Suite solutions work in tandem to solve both.Key Takeaways:Understanding Compliance: Learn how Intrado's ERS supports federal laws like Kari's Law and Ray Baum's Act by ensuring accurate call routing and dispatchable location delivery—even for remote or mobile usersBeyond Compliance: Discover how Intrado's Safety Suite goes further with features like silent panic buttons, emergency alerts, and integration with physical security systemsAdaptability Across Industries: See how Intrado's solutions meet evolving state-level requirements—from K-12 schools to hospitality and retail sectors—without enterprises needing to adapt to each regulation individuallyFuture of Safety Tech: Gain insight into how Alyssa's Law is shaping broader workplace safety policies across the U.S., and what it means for your organization
In this episode, UC Today host Kieran Devlin sits down with Steve Forcum, Director of Marketing and Program Management at SIPPIO, to explore how the company is helping UC channel partners navigate today's evolving market.As economic uncertainty grows and traditional UC sales slow, SIPPIO offers a compelling blueprint for partners to drive growth, tap into new verticals, and simplify voice deployments across Microsoft Teams and Zoom. If you're a UC channel partner looking to stay ahead, this is one conversation you don't want to miss. What if you could turn Teams or Zoom into a seamless calling experience without complex integrations or added costs?In this insightful video, Steve Forcum reveals how SIPPIO empowers channel partners with the tools, knowledge, and flexibility to do just that—while scaling faster and smarter.Tapping into untapped UC potential – Why the unified communications market isn't saturated, and how SIPPIO helps partners find “white space” opportunities with customers who already have platform licenses but no calling planA smarter go-to-market strategy – From vertical-specific campaigns to demand-gen kits, SIPPIO gives partners ready-made tools they can brand and deploy instantlyThe SIPPIO Partner Exchange advantage – Learn how this marketplace expands reseller access to Operator Connect, shortens the sales cycle, and connects customers with the right partners based on location and specializationSales velocity meets e-commerce – Discover how the SIPPIO Store gives partners a customizable online storefront to accelerate quoting and streamline UC sales with automation
Watch on YouTube.In this UC Today exclusive, host David Dungay is joined by Microsoft experts Tom Arbuthnot, Kevin Kieller, Amanda Sterner, Ryan Herbst, Satish Upadhyaya, and Tom Halards for the highly anticipated Microsoft Teams Monthly Update.With Microsoft's staggering quarterly results and a raft of new Teams innovations, this conversation takes you behind the headlines into what's really happening — from Copilot's evolving AI personas to critical updates in Teams Rooms and Contact Center integrations. Whether you're a decision-maker, IT pro, or everyday Teams user, this episode is packed with can't-miss insights on the future of collaboration and communication.Microsoft Teams is evolving fast — and it's not slowing down.In this dynamic roundtable, the panel unpacks the biggest Teams stories and roadmap highlights you need to know:Microsoft's record-breaking financials and 430M+ M365 users: What's driving growth and where is Teams in the mix?Contact Center evolution with Unify certification and licensing enforcement: Major changes for integrated voice solutions.Copilot 2.0 and the rise of AI Agents: From assistants to "Agent Bosses" — why training and adoption are now essential.Rooms and Devices upgrades: Face recognition, translated captions, local PTZ controls, and facilitator AI agents for Android.Roadmap gems: Sensitive content detection, silent test calls, remote diagnostics, and much more.AI is rapidly transforming Teams into not just a collaboration tool, but a workplace operating system. This episode breaks down what's hype, what's here now, and what's just around the corner — with expert takes on every announcement.Connect with our hosts David Dungay and Tom Arbuthnot on socials here:David DungayLinkedInTwitterTom ArbuthnotLinkedInTwitterThanks for watching, if you'd like more content like this, don't forget to SUBSCRIBE to our YouTube channel.You can also join in the conversation on our Twitter and LinkedIn pages.Join our new LinkedIn Community Group.
Watch on YouTube.In this episode of the Big UC News Show, host David Dungay is joined by co-host Kieran Devlin and a panel of industry thought leaders: Melody Brue, Blair Pleasant, Dom Black, and Zeus Kerravala.Together, they unpack the implications of Microsoft's latest Work Trend Index, which imagines a future built on AI-powered "agentic" organizations. They also delve into IDC's report showing Microsoft's UC&C dominance and dissect what Avaya's new Infinity platform means for enterprise communications. If you're looking to understand where the future of collaboration tech is headed, this episode is essential viewing.The UC space is shifting fast — and this panel of analysts and experts is here to make sense of it all. From Microsoft's vision of "agent bosses" and AI-first organizations to IDC's latest market share data and Avaya's next-gen platform, this is a deep dive into the trends shaping tomorrow's workplace.Key discussion points:Microsoft's Work Trend Index outlines a future of work driven by agentic AI and frontier firms, introducing metrics like the “human-to-agent ratio.”AI as a co-worker: Experts debate digital labor as an additive force, the coming org chart shakeups, and the skills gap challenge.IDC's UC&C report reveals Microsoft now represents 45.6% of the market — a dominant position with major implications.Avaya's Infinity platform sparks debate around innovation, integration, and the brand's next chapter.Thanks for watching, if you'd like more content like this, don't forget to SUBSCRIBE to our YouTube channel.You can also join in the conversation on our X and LinkedIn pages.
What does it take to build stronger teams and more effective leaders? For Ken Bogard and Grace Gavin, it begins with a commitment to honesty. Laurie Barkman sits down with Ken and Grace—co-founders of Know Honesty and authors of the new book by the same name—for a compelling conversation about the role of open communication in business success. Dedicated to enhancing professional lives and simplifying leadership, Ken and Grace are leading a transformative movement that empowers individuals and organizations to close communication gaps, foster collaboration, and achieve meaningful goals.
Carmen Jurado: Beyond the Backlog—How Great Product Owners Embrace Team Collaboration The Great Product Owner: Standing with the Team Carmen shares that the best Product Owners she's encountered are those who stand with their teams. Drawing from her own recent experience as a Product Owner, she emphasizes the importance of being there for your team, recognizing that they make you look good. Great Product Owners understand that achievements are team efforts, not individual accomplishments. Carmen also highlights that exemplary Product Owners have a deep understanding of the goals, values, and principles of Agile methodologies, allowing them to better support their teams and leverage agile practices effectively. In this segment we refer to the book Generative AI in a Nutshell. The Bad Product Owner: The Novice Who Does Everything Carmen describes a common anti-pattern she encountered: the inexperienced Product Owner who attempts to handle everything independently. This particular PO was preparing reviews and planning sessions alone, feeling that these events wouldn't happen otherwise. The team wasn't engaged, and the backlog had ballooned to over 300 items. Carmen helped this PO sort through the backlog to start with a clean slate and conducted a stakeholder mapping session to manage difficult stakeholders, particularly a CFO who was treating the PO as merely a scribe. They also worked to involve the team in Scrum events, reducing the burden on the PO. Carmen emphasizes the importance of keeping the team updated on process changes and the value of having a PO who can openly discuss their challenges. Self-reflection Question: As a Scrum Master, how can you help both experienced and novice Product Owners find the right balance between taking ownership and enabling team participation? [Scrum Master Toolbox Podcast Recommends]
Collaboration isn't just a buzzword — it's the backbone of strategy execution.In this episode of The Strategy Gap, hosts Jonathan Morgan (SVP of Operations) and Joe Krause (SVP of Strategy Consulting) dig into why so many organizations say they value collaboration but still fail to practice it. From breaking down silos to running meetings that don't suck, they share real-world lessons (and hard truths) about what it takes to turn big plans into real progress. With 77% of leaders saying silos hold them back — and 79% of failed initiatives pointing to poor collaboration — this episode is a must-listen for anyone trying to get strategy over the finish line.Whether you're leading a strategy team or sitting in cross-functional meetings wondering why progress stalls, this conversation is full of relatable moments, tactical tips, and a healthy dose of humor. Learn how to structure collaboration so it actually works, without overwhelming your calendar — or your team.
In this video, UC Today's David Dungay talks with John Tucker, VP of Product at Intermedia, about how Service Providers can enhance their Microsoft Teams offerings.They explore the challenges of delivering a seamless Operator Connect experience, strategies for differentiating Teams services in a competitive market, and how to avoid the "commodity trap" by developing higher-value propositions.
A frustrated CEO, a legacy system no one liked, and a looming contract deadline — this episode unpacks the story of how one team broke out of vendor-driven inertia and took back control of their tech strategy. What started as confusion and friction turned into clarity and confidence, all through the power of intentional facilitation and a tightly structured two-day workshop. You'll hear how a group of cross-functional stakeholders aligned on priorities, identified risky assumptions, and rapidly shaped a new path forward — including a validated RFP and scoring rubric — in just 16 hours. This episode is packed with practical tips for anyone facing a big, high-stakes decision with too many options and too little time. Inside the episode... A CEO's challenge with legacy tech and vendor pressure How a two-day workshop turned chaos into clarity The role of facilitation in accelerating strategic alignment Stack ranking, 2x2 matrices, and other prioritization techniques Why solo work before group discussion makes a huge difference Designing better user stories from the ground up Using ChatGPT to draft faster, better RFPs and rubrics How to spot and de-risk your most dangerous assumptions Tactical facilitation tips for running your own workshop The impact of intentional structure, breaks, and focus Mentioned in this episode ChatGPT RFP (Request for Proposal) templates and scoring rubrics Integral's Plus/Delta/Learn framework Facilitation techniques like 2x2 matrices, stack ranking, dot voting Data integration planning Unlock the full potential of your product team with Integral's player coaches, experts in lean, human-centered design. Visit integral.io/convergence for a free Product Success Lab workshop to gain clarity and confidence in tackling any product design or engineering challenge. Subscribe to the Convergence podcast wherever you get podcasts including video episodes to get updated on the other crucial conversations that we'll post on YouTube at youtube.com/@convergencefmpodcast Learn something? Give us a 5 star review and like the podcast on YouTube. It's how we grow. Follow the Pod Linkedin: https://www.linkedin.com/company/convergence-podcast/ X: https://twitter.com/podconvergence Instagram: @podconvergence
Watch on YouTube.In this episode of The Big UC News Show on UC Today, host David Dungay and co-host Kieran Devlin bring together an all-star panel of experts: Zeus Kerravala, Irwin Lazar, Melody Brue, Evan Kirstel, and Craig Durr. They break down the biggest developments in UC and collaboration—from Google's jaw-dropping AI showcase from Google Next and Canva's surprising push into productivity, to Microsoft Copilot's evolution and the massive impact of U.S. tech tariffs. If you're in the UC space or simply trying to keep up with where work tech is headed, this is the must-watch conversation.Our expert panel shares sharp insights, strong opinions, and some healthy skepticism on:Google's AI OverdriveFrom turning the Wizard of Oz into a Sphere-worthy immersive experience to embedding Gemini into chat, Docs, and Sheets—Google's enterprise AI play is bold, but will it stick?Canva's Quiet DisruptionWith new AI tools like MagicCharts and Canva Code, the design platform is now elbowing its way into the productivity suite arms race—complete with integrations into Teams and Slack.Microsoft Copilot's VisionScreen-reading, task-completing, memory-enabled Copilot is here. Useful or creepy? Our panel weighs in on its bold new direction.Tariff TurbulenceLogitech pulls back guidance, and vendors brace for pricing chaos as 100–150% tariffs loom. Will innovation and supply chains survive the hit?Plus, hear about Enterprise Connect's big move to Vegas, whether it's still got its mojo, and which show is stealing its thunder.Thanks for watching, if you'd like more content like this, don't forget to SUBSCRIBE to our YouTube channel.You can also join in the conversation on our X and LinkedIn pages.
Episode 35: In this episode we are joined by Special Guest, Angela Davis Sullivan! Join us as we discuss Building relationships with patients, Retention challenges and solutions, Effective patient scheduling techniques and so much more! Chapters: 0:00 Introduction to Patient Retention in Dentistry 1:57 The Importance of Communication and Team Training 6:06 Building Relationships with Patients 9:50 Personalized Care and Follow-Up Systems 14:53 Converting Emergency Patients into Regulars 18:19 Emergency Preparedness in Healthcare Teams 19:59 Personalized Patient Care Strategies 21:26 Retention Challenges and Solutions 22:09 Effective Patient Scheduling Techniques 23:25 Building Patient Relationships for Retention 25:30 Creating a Follow-Up System 26:51 Understanding Patient Priorities 28:47 Addressing Patient Inactivity 31:04 Team Collaboration and Patient Trust Malika Azargoon ZarDentalConsulting.com https://www.linkedin.c... malika@ZarDentalConsulting.com Michelle Affanato affinitymanagement.co michelle@affinitymanagement.co Angela Davis Sullivan https://adaptivedentalsolutions.com/ https://linktr.ee/AngelaDavisSullivan
In this exclusive interview, David Dungay, Editor in Chief of UC Today sits down with Mark Sher, SVP of Product Marketing at Intermedia, for a deep dive into the rapidly evolving service provider space.As AI and platform migration collide with legacy infrastructure, Mark lays out what's really at stake for providers—and how Intermedia is uniquely positioned to help them future-proof their offerings. If you're in the business of connectivity, this conversation could reshape your roadmap. The game has changed. Service providers are caught in the middle of two seismic shifts: the AI revolution and the sunset of traditional platforms. But is the urgency really being felt?In this straight-talking session, Mark Sher breaks down the decisions providers must make now—or risk falling behind.Key topics include:Why AI is becoming the new battleground—and legacy systems just won't cut itHow Intermedia is helping service providers shift from CAPEX-heavy models to agile OPEX frameworksWhat it *really* takes to compete with hyperscalers by building value-added, trusted servicesHow Intermedia empowers partners with go-to-market tools, white-labeled campaigns, and AI-powered solutions that are ready to launch
In this exclusive UC Today interview, David Dungay sits down with Mike Promotico, CEO of ProTelesis, to discuss the company's game-changing partnership with Intermedia.With a strong white-label strategy and a deep focus on Microsoft Teams integrations, ProTelesis is revolutionizing how businesses adopt cloud-based CX, AI-driven collaboration, and secure archiving. If you're looking for insights into real-world Teams success stories, AI adoption, and the power of white-labeling—this is a must-watch!Microsoft Teams is everywhere—but how do businesses fully capitalize on it without losing their customer relationships? ProTelesis and Intermedia have cracked the code by leveraging white-label solutions, seamless Teams integrations, and cost-saving AI-powered tools. In this episode, we discuss:White-Labeling for Success: Why ProTelesis chose Intermedia to retain full control over customer relationshipsMicrosoft Teams Integrations: How their approach supports E3/E5 licenses, CRM platforms (Salesforce, ServiceNow, Zendesk), and custom vertical solutionsAI & Automation in Cloud Communication: The role of AI-powered tools in call recording, archiving, and contact center efficiencyCustomer Retention & Expansion Strategies: How ProTelesis is keeping clients engaged while acquiring new ones through tech-driven solutions
Imagine a world where product teams collaborate with security teams. Where product designers can shadow their security peers. A place where security team members believe communication is one of the most important skillsets they have. These are key attributes of human-centered security—the type of dynamics Jordan Girman and Mike Kosak are fostering at Lastpass.In this episode, we talk about:What cross-disciplinary collaboration looks like at Lastpass (for example, a product designer is shadowing the security team).A set of principles for designing for usable security and privacy.Why intentional friction might be counterintuitive to designers but, used carefully, is critical to designing for security.When it comes to improving security outcomes, the words you use matter. Mike explains how the Lastpass Threat Intelligence team thinks about communicating what they learn to a variety of audiences.How to build a threat intelligence program within your organization--even if you have limited resources.Jordan Girman is the VP of User Experience at Lastpass. Mike Kosak is the Senior Principal Intelligence Analyst at Lastpass. Mike references a series of articles he wrote, including “Setting Up a Threat Intelligence Program From Scratch.”
Conflict is an unavoidable part of leadership. Whether managing a team, navigating workplace dynamics, or handling high-stakes negotiations, leaders constantly face moments of tension. How they respond in these situations determines not only their effectiveness but also the success of their teams and organizations. Without the right approach, unresolved conflicts can damage morale, decrease productivity, and create a toxic work environment. Conflict resolution for leaders isn't about eliminating disagreements—it's about transforming tension into productive conversations and stronger relationships. Too often, leaders view conflict as a problem to avoid rather than an opportunity to foster collaboration and innovation. Natalia Trodhal, a Conflict Converter™ and Leadership Impact Strategist, has built her career on helping leaders reframe conflict and use it as a tool for growth. With a background in law enforcement and social services, Trodhal understands high-pressure environments where conflicts escalate quickly. Early in her career, she relied on traditional de-escalation tactics, only to realize that real transformation starts with self-regulation. Leaders who struggle with conflict often focus on controlling others rather than managing their own reactions. Trodhal's approach flips that mindset, emphasizing the importance of self-awareness, emotional intelligence, and a structured framework for handling workplace tension. At the core of her conflict resolution strategy is a three-step framework: Evaluate, De-escalate, and Navigate. Leaders who master these steps gain the ability to assess their own emotional responses, take control of their reactions, and guide conversations toward positive outcomes. Instead of reacting impulsively, they develop the skills to pause, assess the situation, and approach conflicts with clarity and composure. One of the biggest challenges in conflict resolution for leaders is navigating difficult conversations without triggering defensiveness. A poorly handled confrontation can escalate tensions, leading to disengagement or even turnover. Trodhal emphasizes that leaders must shift their approach from blame and control to curiosity and collaboration. Asking better questions, acknowledging different perspectives, and setting clear expectations can turn what feels like a standoff into a breakthrough moment for teams. Unresolved conflict is one of the most damaging forces in any organization. It creates resentment, stifles innovation, and erodes trust. Leaders who avoid addressing problems directly often find themselves dealing with bigger issues down the road. By approaching conflict with confidence and a proven strategy, they foster a culture where team members feel heard, respected, and motivated to contribute. The future of leadership will be defined by those who can navigate workplace challenges with confidence, emotional intelligence, and a willingness to engage in tough conversations. As workplaces evolve, remote teams grow, and AI shifts how businesses operate, human connection and strong leadership skills will remain irreplaceable. The ability to turn workplace tension into collaboration will set great leaders apart from the rest. Watch the full episode on YouTube. Don't miss future episodes of Fordify LIVE! every Wednesday at 11 AM Central, streaming on your favorite social platforms. Catch new episodes of The Business Growth Show Podcast every Thursday for a weekly dose of business growth wisdom. About Natalia Trodhal Nat is a speaker, consultant, and IT professional who draws from her personal journey and years of professional expertise to help individuals and organizations master their emotional responses, leading to stronger teams and better outcomes. Born to immigrant parents and having faced the uncertainty of life as an undocumented resident, Nat brings a unique perspective to her work. She offers consulting services that help clients overcome obstacles, set meaningful goals, and create fulfilling lives both personally and professionally. As a speaker, Nat delves into the heart of resilience, providing insights, strategies, and inspiration to conquer obstacles and emerge stronger. Find out more about Natalia at NatTrodhal.com. About Ford Saeks Ford Saeks is a Business Growth Accelerator who has helped companies—from startups to Fortune 500s—generate over a billion dollars in sales. As President and CEO of Prime Concepts Group, Inc., he specializes in customer acquisition, brand expansion, and innovation. A serial entrepreneur, Ford has founded over ten companies, authored five books, and been awarded three U.S. patents. His expertise also includes AI-driven content strategy, which he showcased at the Unleash AI for Business Summit. Learn more at ProfitRichResults.com and watch his TV show at Fordify.tv.
Episode Title:Analyze Transcripts with AI: Enhancing Communication and RelationshipsEpisode Description:In this episode of the B2B Marketing Excellence and AI podcast, I explore how companies can unlock the hidden value in transcripts from everyday conversations — whether they're from internal meetings, sales calls, or interviews.I'll walk you through how AI tools like ChatGPT can help you analyze transcripts to uncover communication styles, tone preferences, and the subtle cues that can transform how you connect with your audience. It's not about replacing human interaction — it's about enhancing it so your messages land more effectively and your relationships grow stronger.I'll also share a real-world example from my conversation with Matthew McClosky, where we discussed how understanding a person's preferred communication approach can make all the difference in building trust and driving results.Whether you're a team of one or managing a growing sales or marketing department, this episode will give you practical ideas you can implement right away — even if you never work with us. Because at World Innovators, we care most about helping companies build meaningful relationships that lead to long-term success.Timestamps:• 00:00 – Welcome to B2B Marketing Excellence and AI• 00:18 – The Hidden Value in Transcripts• 00:50 – Real-World Note-Taking Tools and Use Cases• 03:06 – How AI Can Identify Communication Styles• 06:00 – Using Insights to Deepen Relationships• 08:15 – Practical Takeaways from My Experience• 11:08 – Final Thoughts and How to Get StartedLet's Keep the Conversation Going-If this episode sparked any ideas for your own sales or marketing efforts, I'd love to hear from you. Whether you're looking to improve your messaging, understand your audience better, or simply explore how AI can save your team time — I'm here to help.Feel free to reach out directly:
Watch on YouTube.Join David Dungay and co-host Tom Arbuthnot as they welcome a power-packed panel of Microsoft Teams experts—Josh Blalock, Graham Walsh, Ryan Herbst, and Kevin Kieller—for April's can't-miss Teams Monthly Update. From AI agents that think for you to game-changing integrations, this episode dives deep into the updates reshaping the Microsoft Teams ecosystem.April's edition of Microsoft Teams Monthly is a whirlwind of Copilot agents, smarter rooms, and surprise integrations. Whether you're an IT pro, end user, or Teams nerd (no judgment here), you'll want to catch every minute of this one.Copilot Agent UpgradesNew “Researcher” and “Analyst” agents offer powerful multi-step reasoning for enterprise-grade insights.Interpreter Agent enters public preview with real-time voice translation in multiple languagesFacilitator Agent helps meetings stay on track with nudges, time checks, and agenda promptsTeams Phone + DynamicsMicrosoft debuts Teams Phone Extensibility for tighter contact center integrationsMajor ISVs jump on board—lowering costs, boosting flexibilityDevices, Devices, DevicesCisco brings Apple AirPlay to Teams RoomsPTZ camera controls come to Android MTRsYealink, Jabra, and others push M-DEP devices into general availabilityShure gets Teams Room kits officially certifiedFiles Tab Gets SmarterNew “Shared” tab consolidates links, OneDrive, and SharePoint files—finally solving Teams file chaosPlus: Event previews, live commentary, and a few laughs along the way.Connect with our hosts David Dungay and Tom Arbuthnot on socials here:David DungayLinkedInTwitterTom ArbuthnotLinkedInTwitterThanks for watching, if you'd like more content like this, don't forget to SUBSCRIBE to our YouTube channel.You can also join in the conversation on our Twitter and LinkedIn pages.Join our new LinkedIn Community Group.
In this exclusive interview, Rob Scott, Publisher, UC Today sits down with Garth Landers, Director of Global Product Marketing at Theta Lake, to break down the compliance challenges and opportunities for organizations using Zoom's ecosystem—including Zoom Meetings, Zoom Phone, Workvivo, and AI-powered collaboration tools.With AI-driven productivity tools like Zoom AI Companion rapidly transforming workplace communication, compliance leaders must adapt to ensure governance, security, and regulatory alignment.Key discussion points:The biggest compliance risks in Zoom's ecosystem todayHow AI-generated content (including AI Companion) impacts complianceWorkvivo's compliance implications for social-style enterprise engagementReal-world examples of how Theta Lake prevents compliance disastersThe regulatory crackdown on AI, digital communications, and what's at stakeRed flags that should make every CIO, IT leader, and compliance officer rethink their Zoom governance strategyTheta Lake is the compliance powerhouse behind Zoom's Compliance Manager (ZCM), ensuring enterprises can fully embrace Zoom's innovation while meeting the strictest security and regulatory requirements.
Should innovation be outsourced to specialized teams, or integrated into your existing product teams? That's what Enterprise Business Agility Coach Om Patel and Product Manager Brian Orlando are debating today! Listen as we debate the pros and cons of separating innovation from implementation, exploring why "if you build it, you own it" should extend to innovation as well. Join us to learn about the pitfalls of innovation theater, the challenges of knowledge transfer, and how to truly empower your teams to innovate!#Agile #ProductManagement #TeamEmpowermentagile, product management, innovation, team empowerment, product leadership, agile coaching, product discovery, innovation teams, product development, team collaboration, organizational silos, knowledge transfer, MVP development= = = = = = = = = = = =YouTubehttps://youtu.be/Sn7B8zqNlnkSubscribe on YouTubehttps://www.youtube.com/channel/UC8XUSoJPxGPI8EtuUAHOb6g?sub_confirmation=1Applehttps://podcasts.apple.com/us/podcast/agile-podcast/id1568557596Spotifyhttps://open.spotify.com/show/362QvYORmtZRKAeTAE57v3= = = = = = = = = = = =Toronto Is My Beat (Music Sample)By Whitewolf (Source: https://ccmixter.org/files/whitewolf225/60181)CC BY 4.0 DEED (https://creativecommons.org/licenses/by/4.0/deed.en)
Send us a textIn part two, the gloves come off. Kevin and Roman dive into the chaos of defining impact across diverse teams with Matt LeMay. From freemium metrics to ROI confusion, Matt exposes why so many organizations fail to align on what "impact" actually means. This episode is your backstage pass to better collaboration and smarter goal setting.Detailed Analysis: Episode 38 tackles the messy business of misaligned metrics. Matt shares how product teams often assume they understand impact—only to find marketing, customer success, and sales have completely different definitions. The result? Disjointed strategies and missed opportunities.Matt calls for radical alignment: teams should set goals no more than one step removed from company-level objectives. This not only surfaces tension between teams (think lifetime value vs. new users) but creates a dialogue for harmonizing objectives. Collaboration isn't optional; it's the secret weapon.The episode also zooms out, showing that Matt's framework applies far beyond product. Marketing, customer success, even sales can use the same approach to rethink how they measure success. This isn't just a methodology. It's a mindset shift. If your goals live in the middle zone of vagueness, it's time to bridge the gap between strategy and execution.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookCheck out https://funnelstory.ai/ for more details about Funnelstory. You can also check out our full video review of the product on YouTube at https://youtu.be/4jChYZBVz2Y.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.
Join Jason and me for a discussion about building systems that work well for you and your team's culture. Jason Barnard is the founder of Kallicube, an AI branding company. One of my favorite parts of this interview is the system he uses for cross-team collaboration. You can get the Magnetic Systems Method (and other systems guides) to find issues before they become expensive problems. Highlights from the interview: 1. Mastermind system for cross-team collaboration He describes a system of cross-team masterminds where employees from different departments come together to share problems and brainstorm solutions. This helps improve communication, understanding, and problem-solving across the organization. Watch the 5-minute Systems Segment on YouTube 2. Automation and efficiency gains from mastermind insights An example is provided where the marketing team was able to automate processes after getting input from the more tech-savvy production team during a mastermind session. This led to significant time savings for the marketing department. 3. Jason's background and polymorphic career path He shares how his diverse experiences, from economics to music to cartoons, have shaped his ability to think creatively and tackle complex problems, especially in understanding how search engines and AI work. 4. Maintaining regular communication with team leads He has weekly 30-minute calls with each department head to stay connected, understand challenges, and provide guidance, as well as a monthly all-hands meeting where everyone shares wins, struggles, and other updates. 5. Intentional reflection time and setting reasonable daily goals He describes a daily routine of spending 10 minutes in the morning reflecting on the day ahead, assessing what is reasonable and possible to accomplish, rather than creating overly ambitious to-do lists. Learn more about Jason Barnard over at Kallicube. You can also connect with Jason on LinkedIn. As always, if you have any questions or want to submit an amazing guest for the podcast, just reach out to me on the Systematic Leader website, and I'll do my best to get them on. If you enjoy the interview, please take 30 seconds to rate the Systematic Leader podcast on your favorite platform. Thanks!
BONUS: Why Your Teams Really Resist Change, The Neuroscience of Leadership That Nobody Taught You With Andra Stefanescu In this BONUS episode, we explore the challenges leaders face during transformations with leadership coach Andra Stefanescu. Drawing from her extensive research and coaching experience, Andra shares powerful insights on fostering psychological safety, understanding brain-based responses to change, and developing the emotional intelligence needed to lead effectively. She reveals practical frameworks and techniques that help leaders navigate resistance and build meaningful connections with their teams. The Leadership Challenge of Transformation "People are giving resistance... and in general, leaders are feeling overwhelmed in times of changes, whatever those changes are." Resistance and overwhelm are the two biggest challenges leaders face during transformations. Through her research and coaching work across different industries, Andra has found that leaders often feel powerless when their teams resist change. This resistance stems from basic psychological needs not being met. Leaders can overcome these challenges by understanding the different psychological needs of their team members and adapting their communication accordingly. By using specific frameworks, leaders can address resistance more effectively and rediscover their passion for leadership. Understanding the Brain's Response to Change "When something is changed, whatever that is... what your brain perceives is like a threat because the one question that we put all day long in our brains is: is this safe for me?" The brain naturally resists change because it prefers routine and automation. When facing transformation, people instinctively question whether the change is safe, which triggers resistance. This creates a challenging dynamic where leaders experiencing their own fear and resistance become less able to empathize with their team's concerns. Andra emphasizes the importance of leaders "putting their own mask on first" by acknowledging their own feelings and ensuring they're in the right state of mind before attempting to lead others through change. The Middle Manager's Dilemma "Middle managers are in the middle, they have high pressure from above, high pressure from down... And this is where they arrive in this powerless situation, where they ask themselves, how can I make this work?" One common scenario Andra encounters is middle managers feeling trapped between conflicting demands. They face pressure from upper management to implement changes quickly while experiencing resistance from their teams below. This position often leads to feelings of powerlessness and diminished job satisfaction. Andra notes that despite the depth of this challenge, it can be addressed through techniques that help leaders recalibrate themselves and improve communication with others. Fostering Psychological Safety Through Emotional Intelligence "Employees who report to have a leader with low emotional intelligence are four times more likely to leave the company within one year." Emotional intelligence is increasingly recognized as a critical leadership skill. Andra's research shows that 31% of employees who experience burnout report lacking support or recognition from leadership. She approaches developing emotional intelligence through guided self-reflection rather than external assessment, helping leaders gain insights about their communication patterns and relationships. Psychological safety doesn't happen by default—it requires active work and maintenance from leaders. The SCARF Model for Better Leadership "There are specific buttons that you press positively or negatively, and when you press them positively, you are most probably meeting also the psychological needs of the people." Andra recommends the SCARF model developed by Dr. David Rock as a practical framework for leadership communication. This model identifies five key domains that affect how people collaborate: Status, Certainty, Autonomy, Relatedness, and Fairness. By understanding and addressing these domains positively, leaders can better meet their team members' psychological needs. Additionally, she recommends the Process Communication Model (PCM), which helps leaders identify different personality types and adapt their communication accordingly. Connect Before Collaborate "Put the relationship above your agenda because it's more important to have a long-term relationship than to achieve whatever you wanted to go through with." One powerful principle Andra teaches is to connect before attempting to collaborate. Too often, leaders jump straight into tasks or discussions without first establishing a connection, failing to consider the other person's current state of mind. By asking simple questions like "What's on your mind today?" or "What is your intention for this meeting?", leaders can build psychological safety and maintain relationships that endure beyond immediate goals. This approach recognizes that workplace relationships should be viewed as long-term investments rather than transactional encounters. Sustainable Leadership Development "Ask: why do I get resistance? How can I communicate in a way that I get followers instead of resistance?" For sustainable growth, Andra encourages leaders to reflect on why they encounter resistance and how they might communicate differently to inspire followers instead. Self-awareness is crucial—leaders need to understand their own communication patterns and leadership styles before they can effectively influence others. By learning frameworks based on neuroscience and practicing new communication techniques, leaders can create environments where both they and their teams thrive during transformations. Recommended Resources To better understand how change affects our brain, Andra recommends Your Brain at Work by Dr. David Rock. About Andra Stefanescu Andra is a leadership coach and facilitator specializing in brain-based ways to foster psychological safety and team collaboration. She helps leaders navigate transformation challenges with playful, neuroscience-driven techniques. Passionate about creating healthy workplace relationships, Andra empowers teams to resolve conflicts, make better decisions, and experience meaningful growth through customized training experiences. You can link with Andra Stefanescu on LinkedIn and follow Andra Stefanescu on Substack.
Meera Bhatia's career is a masterclass in transformation, bridging the worlds of technology and retail. She started at Microsoft, Expedia, and LinkedIn, where data and innovation were king. But instead of staying in the tech lane, she saw something others didn't: the power of technology to reshape the retail landscape. Now, as the Chief Operating Officer of Fabletics and President of TechStyleOS, Meera is rewriting the rules of fashion commerce. She doesn't just oversee growth, technology, and supply chain operations—she orchestrates them, weaving AI, data, and personalization into an omnichannel experience that keeps millions of members engaged. In an industry where trends come and go, she's building a model designed to last. Her approach is simple but powerful: Meet the customers where they are, innovate fearlessly, and always stay ahead of the curve. Meera's leadership includes roles at Stella & Dot and Savage x Fenty, where she merged consumer insights with digital strategy. She lives in Los Angeles, where she balances the intensity of scaling brands with embracing wellness and staying active.Timestamps:[00:00] Introduction[01:17] Meera's transition from tech to retail[02:41] The role of technology in modern retail[04:03] Understanding customer needs through data[05:26] How Fabletics' membership model drives engagement[06:48] Challenges and benefits of a subscription-based business[08:14] Why personalization is crucial in e-commerce[09:37] Leveraging AI for better customer experiences[11:02] How businesses can start small with AI[12:29] The importance of an omnichannel retail strategy[13:53] The role of physical stores in digital-first brands[15:21] How online presence boosts retail locations[16:44] Leadership strategies for collaboration and empowerment[18:07] The importance of assuming the best intent in teamwork[19:33] How to scale a brand while staying agile[21:09] Why hiring the right people is key to business success[22:46] Investing in the most critical areas of a business[24:13] How Meera stays resilient as a leader[25:38] Balancing work and wellness for long-term success[27:04] Why mindset is everything in businessResources Mentioned:Fabletics | WebsiteSavage x Fenty | WebsiteStella & Dot | WebsiteFollow Nancy Twine:Instagram: @nancytwinewww.nancytwine.comFollow Makers Mindset:Instagram: @makersmindsetspaceTikTok: @themakersmindsetwww.makersmindset.com
#12WeeksToPeak #Sales Training #selfimprovement 00:00 Reconnecting and New Ventures03:14 The Evolution of Sales Post-COVID05:57 Prospecting in a Distracted World09:05 The Balance of Automation and Personalization11:59 The Journey into Sales and Communication17:58 Sales as a Life Skill18:30 The Sales Mindset in Everyday Life20:06 Building an Online Academy for Sales Training22:27 The Importance of Team Collaboration in Sales23:12 The Art of Customizing Speeches for Different Audiences25:38 Core Principles of Sales and Personal Branding28:20 The Journey of a Speaker: Challenges and Opportunities30:16 The Meaning Behind Orange Leaf Consulting31:27 Passion for College Football and Southern CultureNot for the mediocre majority: Learn how I get more done in a quarter than most achieve in a decade in 12 Weeks To Peak™ https://wesschaeffer.com/12wConnect with me:X -- https://X.com/saleswhispererInstagram -- https://instagram.com/saleswhispererLinkedIn -- http://www.linkedin.com/in/thesaleswhisperer/#12WeeksToPeak #Sales Training #SelfImprovement
Send us a textMeetings can be a productivity killer when poorly managed. Many professionals, like Jordan, find themselves stuck in unnecessary, unproductive discussions that drain time and energy. Common meeting mistakes include domination by one speaker, lack of real collaboration, going off-topic, constant postponements, micromanagement, and meetings that should've been emails.To fix this, leaders must run meetings with clear goals, structured agendas, and a focus on efficiency. Simple strategies—like keeping discussions on track, using an agenda as a guide, and capturing off-topic ideas separately—can make meetings more productive and engaging.Key Takeaways✔ Keep Meetings Collaborative – Avoid one-person monologues and ensure everyone's input matters.✔ Stick to the Agenda – Prevent discussions from derailing by consistently referencing meeting goals.✔ Make Decisions, Not Delays – Ensure meetings lead to actionable outcomes rather than endless postponements.✔ Respect People's Time – If it can be an email, don't make it a meeting.✔ Encourage Trust & Efficiency – Avoid micromanagement during check-ins to keep morale high.Take ActionBefore scheduling your next meeting, ask yourself:✅ Is this necessary?✅ What's the goal?✅ Could this be an email?
In this episode, Ray Sclafani discusses the importance of effective communication in business, particularly within financial advisory teams. He outlines a four-step approach to enhance communication practices, which includes analyzing current communication channels, identifying gaps, building a communication framework, and strengthening communication through practice. The episode emphasizes the ripple effect of improved communication on team dynamics, client experiences, and overall business success.Key TakeawaysEffective communication is crucial for employee retention and profitability.Identifying gaps in communication can lead to significant improvements.Building a shared communication framework fosters collaboration.Training in communication can lead to higher team satisfaction.Clear agendas in meetings keep discussions productive.Clients notice and appreciate aligned and collaborative teams.Creating a culture of trust enhances overall business performance.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.
In this episode of the Leadership Sandbox Podcast, Tammy J. Bond dives into the critical topic of generational diversity in the workplace. With five distinct generations actively contributing to today's workforce, each shaped by their unique experiences and values, effective workplace communication and collaboration are more essential than ever. Tammy explores the characteristics of each generation, their individual communication styles, and actionable strategies for leaders to bridge generational gaps, promote understanding, and build a culture of respect and empowerment. Key Insights: Fostering Innovation: Understanding generational differences can spur creative solutions and enhance team dynamics. Tailoring Communication: Each generation has distinct motivators and communication preferences; leaders must adapt their approach to effectively engage everyone. Cross-Generational Mentorship: Implementing mentorship programs encourages knowledge sharing and enhances collaboration across age groups. Flexibility Matters: Recognizing the need for flexible work arrangements is critical, especially for younger generations. Engaging Discussions: Facilitating conversations about generational differences can help build mutual respect and understanding. Strengths Recognition: Identifying and leveraging the strengths of each generation can improve overall productivity and team effectiveness. Work-Life Balance: Many employees prioritize work-life balance, making it a key consideration for successful leadership. Developing Leadership Skills: Recognizing that leadership is an evolving skill that can be honed over time is vital for personal and professional growth. Join Tammy as she uncovers the techniques and insights necessary for effective leadership across generations. Transform your approach and create a collaborative and empowering workplace culture today!
Finding the right amount of therapy materials is a struggle for many clinicians. It's hard to find the balance between having enough options, without having so many choices it feels overwhelming.Now that we have access to digital resources, we also have to think about how to use technology responsibly and effectively. That's why I invited Dr. Karen Rose to episode 204 of the De Facto Leaders podcast to discuss how digital platforms can minimize cognitive fatigue and improve communication on multidisciplinary teams. Dr. Karen Rose has over two decades of experience as a pediatric speech and language pathologist, fueling her passion for improving healthcare. As the former Vice President of Research and Clinical Development at Cognishine, she provided clinical and academic guidance and contributed to numerous research projects. She is now engaged in postdoctoral research and continues to work with Cognishine as an external advisor. Her work has been published in numerous internationally renowned journals.In this conversation, we discuss:✅How different clinical disciplines can collaborate with each other, as well as IT professionals to create engaging therapy resources.✅Using technology to enhance (but not replace) interactive in-person experiences.✅Thinking of digital platforms and therapy materials as a communication tool for team collaboration and parent coaching. ✅Leveraging online materials to provide scaffolding for therapists so they don't have to start from scratch; while still allowing room for engagement and creativity. Learn more about Cognishine here: https://www.cognishine.com/Follow Cognishine on LinkedIn here. https://www.linkedin.com/company/cognishine-therapy-and-education-ltd/Explore some of Congishine's Educational Resources and Free Activities here: https://app.cognishine.com/en-us/free-activitiesConnect with Dr. Karen on LinkedIn directly here: https://www.linkedin.com/in/karen-rose-228757327/ In this episode, I mention the School of Clinical Leadership, my program that helps related service providers develop a strategic plan for putting executive functioning support in place in collaboration with their school teams. You can learn more about that program here: https://drkarendudekbrannan.com/clinicalleadership We're thrilled to be sponsored by IXL. IXL's comprehensive teaching and learning platform for math, language arts, science, and social studies is accelerating achievement in 95 of the top 100 U.S. school districts. Loved by teachers and backed by independent research from Johns Hopkins University, IXL can help you do the following and more:Simplify and streamline technologySave teachers' timeReliably meet Tier 1 standardsImprove student performance on state assessments
Thanks to our Partners, NAPA Auto Care, NAPA TRACS and Automotive Management Network Recorded at the 45th annual Mobile Air Climate Systems Conference (MACS 2025) in Orlando, Florida, discover the importance of NASTF in bridging the gap between OEs and independents. Donny Seyfer also shares insights on empowering teams, today's technology impact, and the importance of mentorship. Donny Seyfer, NASTF, Listen to Donny's previous episodes HERE. Show Notes Watch Full Video Episode MACS Training Event & Trade Show: https://macsmobileairclimate.org/ National Automotive Service Task Force (NASTF): https://wp.nastf.org/ Koura: https://www.kouraglobal.com/ Honeywell: https://www.honeywell.com/us/en NASTF (00:00:00) Donnie's Career Background (00:02:56) Memorable Experience with STEM Students (00:03:19) New Product Development Announcement (00:07:18) Challenges in Product Development (00:08:41) Optimism in Facing Challenges (00:09:15) Team Collaboration in Writing (00:12:25) Hiring for Strengths (00:12:34) Balancing Roles as a Visionary (00:13:01) Importance of Language in the Industry (00:14:25) Changing Habits in Language Usage (00:15:29) Pivots in Business Strategy (00:20:03) Impact of Technology (00:22:38) AI in Communication (00:23:53) Time Management Strategies (00:26:59) Finding Your Zone (00:28:13) Dream Cars and Personal Projects (00:29:02) Creating a Safe Work Environment (00:32:43) The Power of "I Don't Know" (00:33:39) The Power of Mentoring (00:35:46) Mentors at Different Levels (00:36:35) The Secret to Finding Mentors (00:37:20) Peer Mentoring (00:38:12) Personal Insights (00:38:21) Thanks to our Partners, NAPA Auto Care, NAPA TRACS and Automotive Management Network Learn more about NAPA Auto Care and the benefits of being part of the NAPA family by visiting https://www.napaonline.com/en/auto-care NAPA TRACS will move your shop into the SMS fast lane with onsite training and six days a week of support and local representation. Find NAPA TRACS on the Web at http://napatracs.com/ Get ready to grow your business with the Automotive Management Network: Find on the Web at http://AftermarketManagementNetwork.com for information that can help you move your business ahead and for the free and informative http://LaborRateTracker.com Connect
Substack Week: The Shared Ownership Challenge, Understanding Clear Accountability in Engineering Teams With Rafa Páez Welcome to our Substack Week, where we interview thought leaders who publish newsletters on Substack to help you find inspiring voices that drive our community forward. In this episode, we explore the concept of shared ownership and its pitfalls with Rafa Páez, an experienced engineering leader with insights on creating clear accountability in teams. The Pitfalls of Shared Ownership In engineering teams, shared ownership often manifests as ambiguity in responsibility and accountability. Rafa shares a personal experience where assigning two engineers to lead an initiative resulted in nothing getting done, as each assumed the other would take action. This phenomenon highlights how shared ownership without clear accountability can lead to missed deadlines, poor quality deliverables, and team conflicts. "It might not be my fault because I thought the other person was available, I thought the other person had more time to actually work on that initiative." Understanding the Bystander Effect The bystander effect, a psychological phenomenon first identified by social psychologists, explains why people are less likely to take action when others are present. In a team setting, this manifests as members assuming someone else will take responsibility, leading to collective inaction. This effect can significantly impact team productivity and project outcomes. "Because there are more people there, someone thinks that someone else will take care of that thing, whether it's a project, initiative, or any other action." The DRI Framework: Creating Clear Ownership The Directly Responsible Individual (DRI) concept, popularized by Gitlab and Apple, addresses the accountability gap by ensuring one person is clearly responsible for each significant initiative. This framework emerged after a failed project launch where no clear ownership led to quality issues. The DRI approach creates clear lines of responsibility while maintaining collaborative team dynamics. "You can have multiple DRIs for different aspects, but at the end, it needs to be one responsible for the overall project." Implementing DRI Successfully For leaders implementing the DRI framework, several key considerations are crucial for success. DRIs should be assigned thoughtfully based on skills and experience, with senior team members often better suited for these roles. The framework must be supported by a culture that empowers DRIs to make decisions while maintaining team collaboration. "DRIs need to be empowered to make decisions. If they are not empowered to make decisions, this role is not going to work because they're going to feel frustrated." Avoiding Common Anti-patterns When implementing the DRI framework, leaders should be aware of potential anti-patterns that can emerge. These include DRIs becoming bottlenecks, erosion of team collaboration, and overuse of the framework for minor tasks. Success requires finding the right balance and ensuring the framework enhances rather than hinders team dynamics. "Another issue or anti-pattern is the erosion of collaboration - some people might get the wrong concept about DRIs and say 'I don't need to collaborate anymore.'" Building a Culture of Accountability Creating a successful culture of accountability requires clear communication about the DRI role and its implications. Leaders must ensure DRIs are supported while maintaining team collaboration and avoiding the framework becoming overly bureaucratic. The focus should be on enabling effective decision-making and clear ownership while preserving team dynamics. "Consider the skills when assigning DRIs, support people in this role, and remember that DRI is an organizational agnostic framework that adapts to the organizations we are within." Resources For Further Study The Gitlab handbook article about the DRI concept The book: Extreme Ownership by Jocko Willink The Engineering Leader newsletter by Rafa Páez [The Scrum Master Toolbox Podcast Recommends]
In this insightful episode of the Leadership Sandbox Podcast, Tammy dives into the crucial role of nonverbal communication in effective leadership. With nearly 93% of communication being nonverbal, Tammy emphasizes that actions often speak louder than titles. Leaders must understand how body language can reinforce or undermine their authority and influence workplace culture. This episode is packed with strategies for enhancing leadership presence through body language, intentional pauses, and self-awareness. Key Insights: Nonverbal Communication Matters: Actions and body language play a pivotal role in how leaders are perceived; they can either build trust or create barriers. Intentional Pausing: Taking moments of intentional pause enhances your effectiveness as a leader and allows for better team engagement. Influencing Calmness: Leaders who model calmness significantly impact team dynamics, promoting a positive and productive environment. Resting Facial Expressions: Be aware of your resting facial expressions, as they can convey unintended messages that affect team morale. Active Listening: Encourage active listening within your team to foster a culture of communication and respect. Join Tammy as she explores how nonverbal leadership can transform your approach and improve team collaboration. Discover how being mindful of your body language and presence can create a thriving workplace culture. Chapters: 00:00 Introduction to Nonverbal Leadership 9:52 Modeling Calmness in Leadership 15:15 Understanding Resting Facial Expressions Connect with Tammy: LinkedIn: @TammyJBond Instagram: @TheTammyBond Website: bondgroupenterprises.com