Podcasts about tech stack

Text Kristen your thoughts or feedback about the showIt's National Checklist Day, which might as well be my personal holiday! In this episode, I'm sharing the tools that keep my solopreneur business organized, my brain calm (mostly), & my systems running smoothly.From my digital checklist in Asana, to client management made easy with 17hats, to two years of weekly newsletters powered by Flodesk, these are the essentials that help me simplify & scale. You'll also hear about my favorite podcast tools, a few can't-miss integrations, & why fewer tools that work together beat juggling twenty tabs any day.Resources & Links:Get 50% off your first year with 17hats and Flodesk using these links or code FAIRYTALE.Podcasters & Content Creators: check out Descript and BuzzsproutAdditional platforms mentioned: Google Workspace, Zapier and Canva Grab all my freebies at kristenlettini.com ICYMI Episode 132: Email Marketing Made Simple*** If you're a 17hats user, I've got a quick way to help you stress less. Take my free, 2-minute “How Many Hats?” Quiz to see how you're using 17hats today — and get a few simple tips to make it even more powerful. ✨ It's like a mini clarity check for your business — short, simple, and surprisingly therapeutic.

Should startups only hire senior developers? The conventional wisdom says yes, but what if hiring junior developers is actually a startup's secret weapon for building a strong, collaborative culture? In this episode, we talk to Purity Health's Chief Technology Officer, David Andrews, and Chief Product Officer (and NSS grad!) Fletcher Watson. David and Fletcher share why they've made it a priority to hire junior developers from the beginning. They discuss how they create a supportive culture, mentor new team members, and help them find their career paths. Plus, we get a real-world look at how their team uses generative AI tools like GitHub Copilot and the "strong guardrails" they've put in place—like mandatory code reviews and complete test coverage—to ensure quality. This is a must-listen for aspiring developers who want to know what supportive companies look for and how great teams are built or startups looking to hire junior developers. 00:33 Welcome & Introduction 01:06 Fletcher Watson's Journey: From Teaching in Korea to NSS 03:58 David Andrews' Story: A Serial Entrepreneur & Technologist 06:04 Roles at Purity Health: CTO vs. CPO 07:01 What is Purity Health? (Mission & Tech Stack) 11:53 The Startup Case for Hiring Junior Developers 14:42 Why Juniors Are Key for Building Culture 20:42 How to Mentor: Making Juniors Feel "Comfortable" 27:57 Helping Developers Find Their Path 38:25 Integrating Generative AI at a Startup 39:35 "Strong Guardrails" for Using AI 44:10 Using AI to Build and Review Tests 50:15 Build Guardrails to Avoid "AI Salvage" 53:47 Technology Guilty Pleasures 57:18 Final Thoughts LINKS: Purity Health: https://www.purity-health.com/ Nashville Software School: https://nashvillesoftwareschool.com GitHub Copilot: https://github.com/features/copilot

This week on Its The Bottom Line that Matters, cohosts Jennifer Glass, Daniel McCraine, and Patricia Reszetylo reveal the real-life tech stack choices that power their businesses—and how you can make smarter moves too.Whether you're drowning in software options or worried your tools are running you (instead of the other way around), this episode gives you answers you won't find in generic “top 10 software” lists. Together, the hosts dissect:Why your tech tools are only pieces of your system—and how to avoid letting them run the showWhat actually works for productivity, communication, CRM, and planning—straight from their own businessesInsider advice for security, GDPR, and protecting your data as your stack gets biggerForget one-size-fits-all advice. Jennifer, Daniel, and Patricia get honest about what flops, what fits, and why stacking up your perfect tech-system is a path to more confidence, freedom, and business growth. Listen in for permission to build a business that works the way you do.If you're tired of the grind and ready to win back your time, subscribe now — and join us each week for smarter strategies.Speaker Bios: Jennifer Glass brings a wealth of business acumen to the show, with a strong focus on the practical side of technology for entrepreneurs. She manages her own tech stack using platforms like High Level and a suite of Microsoft products, while staying security-conscious after personally experiencing a cyber-attack. Jennifer's insights are always grounded in real-world challenges, from project management and communication apps to compliance with GDPR and FTC guidelines. She's passionate about helping other business owners select the tools that truly fit their needs, and even offers support as a Microsoft partner.Daniel McCraine is a seasoned entrepreneur and small business owner, always looking for practical technology solutions that simplify daily operations. On the podcast, Daniel shared his experience building a streamlined CRM company for small businesses, emphasizing the importance of using software that does what you need and nothing more. He's a fan of Google Workspace for collaboration, Trello for project management, and Groove for marketing and websites. Daniel is strategic in his tech decisions, often seeking expert recommendations for security, especially when it comes to choosing content delivery networks. His approach is all about utility, integration, and minimizing unnecessary complexity.Patricia Reszetylo is the creative force on the podcast, known for her hands-on experimentation with tech tools for planning and brainstorming. She's a power user of ChatGPT for everything from project layouts to writing and advice, often pairing it with Google Drive and Canva to organize and visualize her work. Patricia isn't afraid to try new platforms—whether it's switching her calendar from Calendly to Go High Level or testing project management tools like Monday.com, Asana, and ClickUp. She prefers systems that let her see everything at once and adapt as her workflow evolves, demonstrating a flexible, solution-oriented mindset for businesses navigating modern tech choices.Together, Daniel, Jennifer, and Patricia deliver practical advice and personal stories, helping listeners build a tech stack that supports business growth and success.Keywords: tech stack, small business technology, Its The Bottom Line that Matters, Jennifer Glass, Daniel McCraine, Patricia Reszetylo, group podcast, entrepreneurship, business podcast, business tips, productivity tools, CRM, GDPR, systems, software for business, 2025 trends, community podcast

In this episode of the Fitness + Technology Podcast, Bryan O'Rourke shares his keynote presentation delivered live at FitLife's Club Network Conference in Seattle. Bryan explores the key trends transforming the global fitness industry from rapid technological advancements to the evolving importance of human capital. He emphasizes why now is a pivotal moment for leaders to shape the future of fitness. To view Bryan's slide deck, go to: https://www.slideshare.net/slideshow/future-of-fitness-2025-fitlife-club-network-keynote-seattle-2025-bryan-orourke/283944575 One Powerful Quote: 16:54: “Clarity is a superpower.” 4-10 Bullet Points (w/ timestamps) - Highlighting key topics discussed: 3:34: Bryan gives an introduction to the major trends shaping the fitness industry and their impact on its future direction. 17:38: Bryan shares the opportunities and challenges that will define the next five years in fitness and wellness. 18:48: Bryan discusses the capital and financial shifts in the marketplace. 27:02: Bryan speaks on bridging the digital and physical gap through humanized experiences. 37:06: Bryan talks about business models that are driving innovation in health and fitness services. 44:12: Bryan highlights what's real in understanding the technology and AI hype cycle. 56:46: Bryan explains why people and trust are the most valuable assets today. 1:06:50: Bryan summarizes how translating strategy into execution can lead to meaningful change. Bullet List of Resources: https://fitlifeclubs.com/ Guest Contact Information: https://www.bryankorourke.com/ https://www.linkedin.com/in/bryankorourke/ http://www.fittechcouncil.org/ https://www.youtube.com/user/bko61163

In this episode, we dive into the often-overwhelming world of building a tech stack for your coaching business! We know the thought of sorting through all the technology options can make your eyes glaze over, but fear not! We break it down into manageable pieces, discussing everything from accounting software to payment processors, calendaring systems, and even email marketing tools. Adding tech to your process should save you time and money, not cause you headaches and cost you cash. Our goal is to help you streamline your processes so you can focus on what you do best – coaching! Are you ready to take your coaching business to the next level? Listen in as we share our personal experiences with different tools and provide recommendations that can help you build a solid tech foundation for a thriving coaching practice.

Episode 145: In this episode of Critical Thinking - Bug Bounty Podcast Brandyn lets us in on some of his notetaking tips, including his Templates, Threat Modeling, and ways he uses notes to help with collaboration.Follow us on twitter at: https://x.com/ctbbpodcastGot any ideas and suggestions? Feel free to send us any feedback here: info@criticalthinkingpodcast.ioShoutout to YTCracker for the awesome intro music!====== Links ======Follow your hosts Rhynorater, Rez0, & gr3pme on Twitter:https://x.com/Rhynoraterhttps://x.com/rez0__https://x.com/gr3pme====== Ways to Support CTBBPodcast ======Hop on the CTBB Discord at https://ctbb.show/discord!We also do Discord subs at $25, $10, and $5 - premium subscribers get access to private masterclasses, exploits, tools, scripts, un-redacted bug reports, etc.You can also find some hacker swag at https://ctbb.show/merch!Today's Sponsor: ThreatLocker. Check out ThreatLocker Network Controlhttps://www.criticalthinkingpodcast.io/tl-nc====== This Week in Bug Bounty ======The minefield between syntaxeshttps://www.yeswehack.com/learn-bug-bounty/syntax-confusion-ambiguous-parsing-exploits====== Resources ======Brandyn's Notion Templatehttps://terrific-dart-70e.notion.site/Example-Target-CTBB-294f4ca0f42481cca0b0ca6ac0a7c81d====== Timestamps ======(00:00:00) Introduction(00:07:25) Templates, Target, and Tech Stack(00:13:33) Threat Modeling and Attack Vectors

In this episode of the Liquid Weekly Podcast, hosts Karl Meisterheim and Taylor Page are joined by Dylan Pierce, founder of Verdict Software and a fraud expert, who helps determine if the hosts are "imposters." Dylan details his journey to creating the Shopify app Real ID, which uses deeper verification to combat false positives, deter "friendly fraud," and help merchants win chargebacks, emphasizing how Shopify Flow is essential for building custom fraud rules, such as ID verification for specific items in certain regions.The conversation also covers Dylan's technical preference for Node in a mono-repo architecture, the threat of AI-driven spoofing and the need for digital IDs, how Claude's "Plan Mode" has dramatically increased productivity, and the latest Shopify Changelog updates, including the new Admin Intents API.Find Dylan OnlineWebsite: https://dylanjpierce.com/Verdict: https://getverdict.com/Real ID Shopify App: https://apps.shopify.com/real-idTwitter(X): https://x.com/ctrlaltdylanLinkedIn: https://www.linkedin.com/in/dylanpierce/Timestamps00:00 Introduction00:45 Welcome and Introduction of Fraud Expert Dylan Pierce09:00 Dylan's Background in Fraud Detection at RVshare11:35 Tiny House?13:40 Tech Stack and Language Preferences15:20 Real ID vs. Shopify's Fraud Analysis19:30 False Positives and the Black Box of Shopify's Fraud System26:15 Digital IDs and the Future of AI Spoofing28:20 Managing Multiple Apps with a Mono-Repo and AWS33:00 Thoughts on Shopify's Next-Gen Dev Platform38:50 Using AI with Development51:00 How Shopify Fraud Analysis is Changing1:04:28 Dev Changelog1:10:10 Picks of the WeekResourcesMock Bridge (Dylan's own local testing strategy): https://x.com/ctrlaltdylan/status/1978458949176164427 RVshare: https://rvshare.com/Sneaker Bot Article: https://www.nytimes.com/interactive/2021/10/15/style/sneaker-bots.htmlHelium: https://heliumdev.com/Dev Changelog- Introducing the admin intents API - https://shopify.dev/changelog/introducing-the-admin-intents-api- [action required] Upcoming Markets pricing support for Draft Order checkouts - https://shopify.dev/changelog/upcoming-markets-pricing-support-for-draft-order-checkouts- Duplicate themes with the Admin GraphQL API - https://shopify.dev/changelog/duplicate-themes-with-the-admin-graphql-api- Polaris unified web components are now stable - https://shopify.dev/changelog/polaris-unified-web-components-are-now-stable- Shopify.dev MCP Now Supports More APIs - https://shopify.dev/changelog/shopifydev-mcp-now-supports-more-apis- Themes now use one industry tag for better search results - https://shopify.dev/changelog/themes-now-use-one-industry-tag-for-better-search-resultsPicks of the WeekKarl: Rocket Dreams by Christian Davenport: https://amzn.to/3KWoVorDylan: Dark: https://en.wikipedia.org/wiki/Dark_(TV_series) Taylor: Garmin Bounce Watch: https://www.garmin.com/en-US/p/714945/ Sign Up for Liquid WeeklyDon't miss out on expert insights and tips—subscribe to Liquid Weekly for more content like this: https://liquidweekly.com/

In this episode of Retail Intelligence in Action, host Ron Thurston sits down with Ometria co-founders Djalal Lougouev  and Ivan Mazur to explore how AI is redefining the future of retail marketing. Together, they discuss the realities of implementing AI within legacy systems, the transition from channel-based to customer-based marketing, and why data architecture is becoming just as critical as creative strategy. Through honest insights and practical examples, they reveal what it truly takes for modern CMOs to lead in an era where intelligence and innovation shape every customer interaction.

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Tune in as the team discusses:The importance of adopting tech to scale your land business without creating another job.Beginner must-haves: LG Pass, GeekPay, Google Workspace, Slack, Trello, and MailChimp.How Zamplo brings list-building, pricing, and mapping into one unified system.Tips for creating a virtual office setup for future delegation.Why learning the process yourself before outsourcing gives you leverage.Key tools for marketing, CRM tracking, and payment automation.Real talk about early struggles, outdated methods, and the game-changing role of automation. TIP OF THE WEEKRyan: Don't outsource what you don't understand.Before you hand off marketing or tech tasks to a VA, make sure you've done it yourself at least once. Mastering the basics gives you clarity, confidence, and control when it's time to delegate. WANT MORE?Enjoyed this episode? Dive into more episodes of AOPI to discover how to build real passive income through land investing.UNLOCK MORE FREE RESOURCES:Get instant access to my free training, a free copy of my Bestseller Dirt Rich Book, and exclusive bonuses to accelerate your land investing journey—it's all here: https://thelandgeek.ac-page.com/Podcast-Linktree."Isn't it time to create passive income so you can work where you want when you want, and with whomever you want?"

You've got tools. You've got automations. You've got dashboards.But are your systems helping you — or burning you out?In this episode of The Burnout-Proof Podcast, burnout coach + systems strategist Ellyn Schinke shares five powerful questions every entrepreneur and solopreneur should ask before consolidating, automating, or switching platforms.Learn how to:– Simplify your business systems without breaking your backend– Save money by cutting tool bloat– Build ease and automation into your daily operations– Choose systems that scale your growth instead of your stressBurnout-proof systems aren't built by accident — they're built with intention.

You've got tools. You've got automations. You've got dashboards.But are your systems helping you — or burning you out?In this episode of The Burnout-Proof Podcast, burnout coach + systems strategist Ellyn Schinke shares five powerful questions every entrepreneur and solopreneur should ask before consolidating, automating, or switching platforms.Learn how to:– Simplify your business systems without breaking your backend– Save money by cutting tool bloat– Build ease and automation into your daily operations– Choose systems that scale your growth instead of your stressBurnout-proof systems aren't built by accident — they're built with intention.

Sameer Gulati, Founder of Ordway and a seasoned product leader behind some of the world's top ERP and billing systems, to talk about innovation, entrepreneurship, … Read more The post Innovating the Financial Tech Stack: A Conversation with Ordway Founder Sameer Gulati appeared first on Top Entrepreneurs Podcast | Enterprise Podcast Network.

In this episode of Econ 102, Noah Smith and Erik Torenberg cover the transformation of global manufacturing, the rise of the electric tech stack, the landscape of jobs and economic policy, and the state of today's online discourse.–SPONSORS: NetSuite More than 42,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://netsuite.com/102⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠–FOLLOW on X:https://x.com/eriktorenberghttps://x.com/Noahpinion–Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details, please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this custom episode in partnership with Capital One, you will hear how your company can build a tech stack that serves as the foundation for building innovative customer experiences at scale. You'll learn best practices to develop this advanced infrastructure, including converging to enterprise platforms, building standards and automation, and leveraging data at scale. We'll share how these technologies enable businesses like Capital One to move faster, enable scalable product innovation, and personalize customer experiences.

Send us a textMarisa Reeves from SOCO Realty shares expert insights on managing real estate tech stacks effectively to streamline operations and increase efficiency. We explore how to evaluate current systems, when to make changes, and strategies for implementing new technology successfully.• The average real estate agent uses 15 apps, but most only utilize them to 40% capacity• Evaluating tech effectiveness by examining system metrics and observing staff workflows• Identifying double-handling and inefficient processes as indicators of problems• Staff complaints as early warning signs that systems aren't working properly• The importance of reviewing current system updates before switching to new platforms• Financial considerations – keeping tech expenses under 30% of business revenue• Strategies for convincing leadership to invest in necessary technology• Change management approaches that focus on the "why" behind new implementations• Free tools like Calendly, Zapier, and video platforms that can improve efficiency• Industry benchmarks – 100 properties per head with potential to reach 150+ with proper tech utilizationIf you have questions about optimizing your real estate tech stack, reach out to us for more detailed guidance and support.PM COLLECTIVE - GUIDE AND SHAPE AN ENJOYABLE FUTUREWe believe in making industry-leading education and support accessible to everyone. Our community is packed with free resources, expert insights, and innovative training designed to help business owners, property managers, and BDMs thrive. This podcast is sponsored by PropertyMe.Australia's #1 Property Management Software. www.propertyme.com.au This podcast is sponsored by MyConnect.Todays Sponsor is MyConnect: They reward you generously for every successful connection we receive from your office. We also regularly run campaigns and exclusive events to reward our partners for their ongoing support.Working seamlessly with popular trust softwares, the process is easy for property managers who can reap the benefit.www.myconnect.com.auSupport the show

A couple of years ago, I tweeted that “the best tech stack is the one you already know.” To this day, this is one of my most resonating tweets. People keep bringing it back, and founders who've been around for a while seem to particularly agree with it. But AI changes things. Or does it?This episode of The Bootstraped Founder is sponsored by Paddle.comThe blog post: https://thebootstrappedfounder.com/the-best-tech-stack-in-the-age-of-ai/ The podcast episode: https://tbf.fm/episodes/417-the-best-tech-stack-in-the-age-of-aiCheck out Podscan, the Podcast database that transcribes every podcast episode out there minutes after it gets released: https://podscan.fmSend me a voicemail on Podline: https://podline.fm/arvidYou'll find my weekly article on my blog: https://thebootstrappedfounder.comPodcast: https://thebootstrappedfounder.com/podcastNewsletter: https://thebootstrappedfounder.com/newsletterMy book Zero to Sold: https://zerotosold.com/My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/My course Find Your Following: https://findyourfollowing.comHere are a few tools I use. Using my affiliate links will support my work at no additional cost to you.- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw

David Boice is the CEO and co-founder of Team Velocity, a leading marketing technology provider serving the automotive industry. Top 3 Value Bombs 1. A bloated, siloed tech stack creates inefficiencies, data silos, and inconsistent customer experiences that cost you sales. 2. Simplification through a unified platform cuts costs, boosts performance, and improves SEO. 3. Integration should be a non-negotiable. Open APIs and seamless connectivity future-proof your business. Check out David's website and learn about his fully integrated customer experience platform for the automotive industry - Team Velocity Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Thrivetime Show - Attend the world's highest rated business growth workshop taught personally by Clay Clark and featuring Football Star and Entrepreneur, Tim Tebow and President Trump's Son Eric Trump at ThrivetimeShow.com/eofire.

In this week's throwback episode, my guest is Matt Green. Matt is the Chief Revenue Officer at Sales Assembly, which is the only Scale-as-a-Service Platform and trusted partner for leading B2B Tech companies on their journeys to Scale Better, Faster, and Smarter. Matt started his sales journey early in his career working as a valet attendant, and later went on to become the VP of Investments at JPMorgan as well as an investor and advisory board member of numerous organizations. In this week's episode, we discussed:Commission-Type Jobs Outside of Sales Sales Skills From Studying Criminal Justice Selling in Uncertain Economic Times Common Themes That CROs Are Talking About How to Avoid Tech Stack Fatigue Why Partner with Sales Assembly Importance of Peer to Peer Connection Much More! Please enjoy this week's episode with Matt Green.____________________________________________________________________________I am now in the early stages of writing my first book! In this book, I will be telling my story of getting into sales and the lessons I have learned so far, and intertwine stories, tips, and advice from the Top Sales Professionals In The World! As a first time author, I want to share these interviews with you all, and take you on this book writing journey with me! Like the show? Subscribe to the email: https://mailchi.mp/a71e58dacffb/welcome-to-the-20-podcast-communityI want your feedback!Reach out to 20percentpodcastquestions@gmail.com, or find me on LinkedIn.If you know anyone who would benefit from this show, share it along! If you know of anyone who would be great to interview, please drop me a line!Enjoy the show

In the world of Free and Open Source Software, you don't owe any subscription fees, your work isn't fed into an AI, and your money can go where it matters - to your team and your games. But is anything ever TRULY free? Well, it turns out, sometimes yes. In this presentation, we'll go over some incredible products in the FOSS ecosystem that you can and should adopt into your tech stack, what the expectations are for being a part of an open source community, and what risks and benefits are involved with abandoning big tech subscriptions in favor of open source.

In this episode of the Redefine Business Podcast, I'm breaking down my ultimate tech tool: Canva! From social media graphics and audiograms to workbooks, client mockups, presentations, Pinterest pins, and even merch designs—Canva has become my all-in-one creative studio. I share how I use Canva to systemize, brand, and scale my business, plus tips for creating templates, batch designing, and making your visuals work harder for you. Whether you're designing for yourself, your clients, or your business campaigns, this episode will show you just how powerful Canva can be beyond Instagram quotes. Check out Canva and see how it can level up your business! Resources: The Meeting Place Membership Rock The Reels 1:1 Coaching Free Client Welcome Guide Additional Trainings and Resources Connect with Brittni: Follow me on the Gram - @brittni.schroeder Join my Facebook Group  Visit my website Subscribe to my Youtube You can find the complete show notes here: https://brittnischroeder.com/podcast/canva-breaking-down-my-tech-stack  

Ops Quickies – snackable episodes on tech, tools, and systems.

Ever wonder how I keep all the moving parts of my business organized without juggling 14 different tools? The answer is Airtable—my central hub for everything from client management to podcast production to content planning. In this episode, I'm breaking down exactly how I use Airtable to streamline my systems, automate workflows, and keep my business running like a well-oiled machine. If you're ready to simplify and scale, this is the episode for you.   Resources: The Meeting Place Membership Rock The Reels 1:1 Coaching Free Client Welcome Guide Additional Trainings and Resources Connect with Brittni: Follow me on the Gram - @brittni.schroeder Join my Facebook Group  Visit my website Subscribe to my Youtube You can find the complete show notes here: https://brittnischroeder.com/podcast/airtable-breaking-down-my-tech-stack  

In this special episode, Gary Ashton and Debra Beagle, the leaders of the number one RE/MAX team in the world, share a masterclass on building a real estate empire, revealing their unconventional journeys and the secrets to their success. Learn how a team of over 200 agents and 40 staff generates a billion dollars in annual sales by focusing on a long-term, data-driven strategy and a unique approach to lead follow-up.   Follow this link for Gary and Debra's TechStack: https://content.nexthome.com/reiu/TAREGTechStack.pdf   Connect with Gary on - LinkedIn - Instagram - X - Facebook. Connect with Debra on - LinkedIn - Facebook.   Learn more about The Ashton Real Estate Group of RE/MAX Advantage: www.NashvilleRealEstate.com www.TNRealEstate.com www.NashvilleLuxuryHomes.com www.GaryAshton.com   Subscribe to Real Estate Insiders Unfiltered on YouTube! https://www.youtube.com/@RealEstateInsidersUnfiltered?sub_confirmation=1   To learn more about becoming a sponsor of the show send us an email: jessica@inman.com You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/   Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube - Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com.   Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/  

Premji Invest is an investment firm that backs some of the biggest names in the CFO and enterprise tech stack, including Anaplan, Zuora, Coupa, and Looker. In this episode, CJ is joined by Sandesh Patnam, the firm's Managing Partner, to discuss their approach to investing and the future of CFO tech. Sandesh talks about the evergreen nature of Premji's investment model and explains how this permanent pool of capital enables the company to focus on deep partnerships and durable growth, rather than chasing fund cycles or portfolio diversification. He breaks down why he views total addressable market (TAM) as a floor rather than a ceiling, how investing across both public and private markets creates a strategic advantage, and how startups should approach capital construction and optionality in today's market. The conversation also touches on the evolution of the CFO toolkit, how AI is shifting the finance role, what persistent finance problems are still waiting for innovation, how org design is changing inside finance teams, and why he believes AI is a bigger shift than both the dot-com and mobile eras.—LINKS:Sandesh Patnam on LinkedIn: https://www.linkedin.com/in/sandeshpatnamPremji Invest: https://in.premjiinvest.comCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: RELATED EPISODES:BlackRock Managing Director on the Secrets of Durable Companies - —TIMESTAMPS:(00:00) Preview and Intro(02:08) Sponsor – RightRev | Navan | Rillet(06:59) Evergreen Capital and Premji's Approach to Investing(09:25) Portfolio Construction(12:58) TAM Versus SAM Versus Product(15:28) Sponsor – Pulley | Brex | Aleph(19:51) Seats Versus Outcome-Based Pricing(23:30) Defining Durability(26:31) Public Versus Private Investing(28:44) Why One Team Manages Both Public and Private Investing(30:47) Capital Construction for CFOs With Evergreen Investors(32:13) How and When Evergreen Funds Seek Liquidity(35:32) Building Optionality in Capital Strategy Amid Market Changes(38:01) Secondary Markets in the Private World(41:39) The Evolution of the CFO Tech Stack(43:41) AI and Systems of Action(45:43) How CFOs Are Starting To Interact With AI Tech(49:09) A Finance Problem That's Open for Innovation(50:25) The Evolution of the CFO's Role Beyond Finance(51:33) The AI Era vs. Prior Tech Eras—SPONSORS:RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that can give you access to exclusive, proprietary Nasdaq-validated data that reveals what's happening with corporate travel investments. See the Navan Business Travel Index at https://navan.com/bti.Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/run#EvergreenCapital #PremjiInvest #CFOTechStack #InvestmentStrategy #PortfolioDurability This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

In this episode of the Canary Cast, Florian Hagenbuch, Co-Founder and General partner at Canary, sits down with Jose Gedeon, co-founder and CEO of Cobre, a Colombian fintech building the real-time B2B payments and cross-border infrastructure powering finance teams across Latin America. From his early fascination with M-Pesa’s case at the University of Pennsylvania, to failed attempts at building his own mobile money business in Colombia, a stint as a consultant at McKinsey New York, and a role at Oyo in Mexico, José shares how each chapter of his journey shaped the vision for Cobre. What started as white-label wallets for meal vouchers during the pandemic evolved into Colombia’s leading real-time B2B payments platform, now expanding rapidly into Mexico and cross-border flows. During the episode, José reflects on the unique challenges of scaling a fintech in LatAm, the pivotal customer moments that unlocked entirely new business lines, and the ambition of turning Cobre into the default infrastructure for payments across the region. In this episode, we dive into: From White-Label Wallets to Infrastructure: How Cobre pivoted from building digital wallets for meal vouchers into real-time B2B payments and treasury management. Cross-Border Breakthroughs: The customer emergency that sparked Cobre’s cross-border product and how it led to a new revenue line. The Role of Stablecoins: Why stablecoins are becoming increasingly relevant in illiquid or high-cost currency corridors like Colombia, Turkey, and Argentina. Scaling in Mexico: How Cobre reached $100M in monthly volume in only 8 months in Mexico—10x faster than in Colombia. Vision for the Future: Why Jose believes it’s still “day zero” for Cobre and how the company aims to become the de facto B2B payment infrastructure for LatAm. Founder Lessons: Biggest mistakes, wins, and the cultural values that define the Cobre team. Whether you’re a founder, operator, or fintech enthusiast, this episode offers a masterclass in product pivots, client-focused culture, scaling infrastructure in emerging markets, and building with ambition in one of the most dynamic regions in the world. Tune in to hear how Cobre is not only modernizing payments in Colombia and Mexico, but also shaping the future of financial infrastructure across Latin America. Guest: Jose GedeonJose is the co-founder and CEO of Cobre, a fintech modernizing B2B payments and cross-border infrastructure in Latin America. Cobre moves billions annually, already processing ~3% of Colombia’s GDP, and recently raised its Series B led by Oak HC/FT, with participation from Canary and other global investors. Follow Jose on LinkedIn Host: Florian HagenbuchFlorian is the co-founder and General Partner at Canary, a leading early-stage investment firm in Brazil and Latin America. Canary has invested in more than 130 companies since its founding in 2017. Previously, Florian founded Loft, a company that digitized and transformed the home buying experience in Brazil, bringing transparency, liquidity, and credit to millions of Brazilians. Before that, Florian also co-founded Printi, the leading online printing marketplace in Latin America. Follow Florian on LinkedInHighlights:00:55 – 07:30 | Jose's Background & Early Influences07:30 – 08:08 | The Impact of COVID on Colombia's Financial Digitization08:10 – 11:07 | University Years, Early Attempts & Lessons Learned11:16 – 14:47 | Corporate Finance Pain Points Cobre Set Out to Solve & the First Iteration: White-Label Wallets14:55 – 16:11 | Cobre's First Business Model and Learnings on Pricing Power and Revenue Potential16:20 – 18:57 | Pivot to Real-Time B2B Payments and Building Colombia's First and Only Real-Time B2B Payment Infrastructure19:00 – 21:00 | Bre-B, the "PIX" of Colombia21:02 – 26:19 | Expansion into Cross-Border Payments and Different Customer Bases26:20 – 28:54 | Money Corridors in Colombia29:00 – 32:22 | Stablecoins & Tech Stack in Cross-Border Payments33:00 – 36:00 | Expansion to Mexico & Early Learnings 36:00 – 37:00 | Key Numbers, Scale & Vision37:00 – 43:07 | Future Plans and Raising Successful Venture Rounds43:08 – 47:40 | Founder Lessons & Culture47:40 – 52:12 | Conclusion: Recommended Content for ListenersRecommended Content: 1. Elon Musk biography by Walter Isaacson2. The World for Sale by Javier Blas and Jack Farchy3. Read, Write, Own by Chris DixonTranscrição do Episódio em Português: Hoje, estamos movimentando cerca de 3% do PIB da Colômbia dentro da Cobre.É um número muito grande.Mas, ao mesmo tempo, também é pequeno.Copo meio cheio, copo meio vazio.Isso nos dá bastante espaço para crescer. Agora, mudando para o inglês, para facilitar um pouco para você.José, muito obrigado por estar aqui. Agradeço por dedicar seu tempo. Estou muito animado para conversar com você. Como contexto, o José é cofundador e CEO da Cobre, uma fintech colombiana que está se expandindo para o México. Vocês rapidamente se tornaram uma das principais plataformas de pagamentos B2B em tempo real e de gestão de tesouraria corporativa na Colômbia — e, em breve, também no México. Sob sua liderança, muitas coisas empolgantes aconteceram. Vocês já escalam para centenas de empresas nesses dois países. Estão movimentando algo em torno de 18 bilhões em volume anual em folha de pagamento e pagamentos a fornecedores.E, o mais importante, estão se tornando uma camada crítica de infraestrutura para times financeiros modernos na região. Estou muito animado com este episódio, em mergulhar na sua jornada empreendedora, José, como a Cobre está modernizando os pagamentos corporativos, o cenário fintech na América Latina de forma mais ampla e, claro, a visão que você tem para o futuro da companhia. José, obrigado por se juntar a nós. É um prazer enorme ter você aqui hoje. José:Florian, o prazer é meu. A Canary foi a primeira firma de venture capital que acreditou na Cobre — e também o primeiro investimento de vocês fora do Brasil. Na época, nós até dissemos ao Marcos que expandiríamos para o Brasil… ainda não aconteceu.Mas tem sido uma ótima história até aqui, e vocês têm sido apoiadores incríveis. Obrigado. Florian:Sim, lembro bem disso. Inclusive, naquela época vocês tinham outro nome, não era? Acho que era “Pexto”, se não me engano.As coisas mudam, mas estamos felizes que deu certo. José, talvez possamos começar um pouco falando do seu histórico e da sua trajetória pessoal. Pode nos contar sobre sua origem e o que você fazia antes de empreender? José:Claro. Eu nasci e cresci em uma cidade pequena da Colômbia chamada Cartagena. Hoje é turística e bastante conhecida, mas, quando eu crescia lá, era apenas um destino nacional, relativamente pequeno. Eu, inclusive, nasci em Barranquilla porque minha mãe era de lá — que é ainda menor.De Barranquilla vêm muitas coisas conhecidas: Shakira, a Avianca (nossa companhia aérea nacional), e as últimas duas empresas colombianas que abriram capital nos EUA também são de lá.É uma cidade muito empreendedora. Talvez um bom precedente para a Cobre, não é? Venho de uma família de imigrantes libaneses — extremamente trabalhadores e empreendedores. Cresci aprendendo, por osmose, o que significava ser um empresario. Homens e mulheres da minha família sempre fundaram e até hoje administram empresas. Era um ambiente muito natural para acabar trilhando o caminho que trilhei. Depois tive o privilégio de estudar na Universidade da Pensilvânia. Meu primo Felipe — hoje cofundador da Cobre — estudava lá um ano antes de mim. Eu nunca achei que conseguiria entrar, mas consegui, e fui para a Penn cursar a graduação. No meu primeiro ano, li um business case sobre a M-Pesa, considerada precursora do dinheiro móvel — e, por consequência, de boa parte do que chamamos hoje de fintech: Zelle, Venmo, Paytm, GCash…A ideia original surgiu da M-Pesa, um serviço criado pela Vodafone que permitia às pessoas enviar dinheiro via SMS. Hoje, algo como 20% do PIB do Quênia transita pela M-Pesa. É completamente ubíquo. Inspirado nisso, tentei várias vezes criar algo parecido na Colômbia durante meus verões na Penn, mas obviamente falhei — afinal, eu não era uma empresa de telecomunicações. Ainda assim, essa experiência me mostrou como uma infraestrutura de pagamentos em tempo real poderia transformar a vida de milhões de pessoas e empresas. Ao me formar, voltei para a Colômbia para tentar de novo. E falhei mais uma vez. Foi aí que percebi: “o problema sou eu, preciso aprender a construir empresas de verdade”. Então fui trabalhar na McKinsey em Nova York. Passei um ano e meio lá e tive como cliente uma das maiores gestoras de venture capital do mundo. Eu era apenas analista júnior na equipe, mas aprendi muito sobre como os VCs pensam. Isso me levou a largar o emprego em Nova York e me mudar para a Cidade do México, para trabalhar na Oyo Rooms, um dos grandes unicórnios da Índia. A ideia era aprender mais sobre startups de hiperescala do que eu aprenderia ficando na consultoria. Fiquei um ano e meio na Oyo — até a pandemia começar. Com a COVID, percebi: “este é o momento certo para digitalizar pagamentos na Colômbia”. As empresas estavam forçadas a mudar. E foi quando decidi voltar a Bogotá, em junho de 2020, para tentar mais uma vez. E agora, cá estamos. Florian:Muito interessante. Não sabia de todas essas tentativas que não deram certo antes.Aliás, eu também estudei na Penn, me formei em 2010. Você foi alguns anos depois, certo? José:Sim, me formei em 2018. E naquela época, o ambiente ainda era mais voltado para carreiras tradicionais. A maioria queria ir para consultoria, bancos de investimento ou fundos. Eu era um dos poucos insistindo em empreender já na graduação. Participei até de competições de startups do MBA, porque não havia para undergrad. (continua na mesma estrutura — alternando Florian / José, até o final da conversa que você compartilhou).

Think your tech stack is working for you? Think again.  After analyzing 100 stacks from the CMO Huddles community, Ryan Koonce of Growth Bench exposes what's broken, what's bloated, and what to do instead. From misfiring attribution models to misused tools like Google Analytics and Salesforce, this episode offers a fast, practical reset for any CMO serious about smarter growth.  What You'll Learn:  Why Salesforce isn't always the answer  The fatal flaw in Google Analytics you can't ignore  The real reason attribution is still a mess  What “great” data access looks like for marketing teams  For the rest of the conversation, visit our YouTube channel (CMO Huddles Hub) or click here: [https://youtu.be/wRWHIrzsD68]. Get more insights like these by joining our free Starter program at cmohuddles.com.  For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

What separates a legal department that saves money from one that builds competitive advantage? Two powerhouse CLOs, Rishi Varma (Cargill) and Tim Fraser (Toshiba America) - sit down with David Cowen to unpack the shift from legal risk managers to business growth drivers. If you're a legal leader, strategist, or tech-savvy operator, this is essential listening. The future isn't coming. It's here. And these leaders are already in it. Key Topics Covered: The AI Dividend: What it is, how to measure it, and why it's your next performance metric Data as Infrastructure: Why CLOs are racing to eliminate the “search function” and build a legal “brain” OKRs That Matter: How top legal departments align KPIs to business growth, not compliance checklists Tech Stack in Action: Inside the tools (Copilot, GenAI) that are driving real productivity gains today Talent Evolution: What CLOs actually look for in 2025, critical thinking, adaptability, and strategic fluency Cross-Functional Power Moves: Why your next big win requires partnering with your CIO (or CEO) From Perfection to Performance: Why "excellence over perfection" is the new rule of law

In this episode, we explore why the post-purchase journey is the key to customer loyalty and repeat sales. From proactive updates to AI-powered personalization and smarter returns, you'll learn simple ways to boost retention and create a wow experience after checkout.Prashant Gupta, Co-Founder and CTO of ClickPost, shares how brands can turn order tracking and delivery into a revenue driver. Topics discussed in this episode:  Why brands lose money by ignoring post-purchase. How the journey after checkout drives loyalty. What to do right after an order to reduce errors. How proactive updates cut support tickets. Why personalized tracking builds trust. How AI voice agents confirm and inform customers. What brands gain from ClickPost integrations. How AI stays on-brand with tone and persona. Why multilingual AI makes global growth easy. How personalized returns boost retention. Links & Resources Website: https://www.clickpost.ai/en-usShopify App Store: https://apps.shopify.com/partners/clickpostLinkedIn: https://www.linkedin.com/in/prashant-gupta-clickpost/Get access to more free resources by visiting the show notes athttps://tinyurl.com/5n8csmvwSupport the showMORE RESOURCES Get Free Updates: https://newsletter.ecommercecoffeebreak.com/ Rate & Review: Help others discover the show by rating the show on Apple Podcasts at https://tinyurl.com/ecb-apple-podcasts Partner with us - https://ecommercecoffeebreak.com/podcast-sponsorship/ Follow the podcast to get every bonus episode. Tap follow now and don't miss out!

Tired of doing everything manually in your business? In this episode, I break down exactly how I use Zapier to automate key parts of my workflow—from onboarding to email marketing to content promotion. Whether you're a solopreneur or scaling a team, Zapier can save you time, reduce errors, and help you focus on the work that actually grows your business.   Resources: The Meeting Place Membership Rock The Reels 1:1 Coaching Free Client Welcome Guide Additional Trainings and Resources Connect with Brittni: Follow me on the Gram - @brittni.schroeder Join my Facebook Group  Visit my website Subscribe to my Youtube You can find the complete show notes here: https://brittnischroeder.com/podcast/zapier-breaking-down-my-tech-stack  

Enabling brands to activate their data in selling across multiple channels with a targeted message is Klaviyo's mission. The company's customer-relationship-management technology lets users scale up with a personalized approach to millions of consumers. In this Tech Disruptors podcast episode, Klaviyo Chief Product Officer Adil Wali sits down with Bloomberg Intelligence analyst Niraj Patel to discuss how the company is expanding customer reach across email, SMS, mobile and other communication channels. He dives into some emerging trends in marketing-tech automation, consumer engagement with AI agents and the industry evolution beyond batch and blast marketing. Listen in to learn about Klaviyo's opportunity beyond e-commerce and newer offerings like Customer Hub.

Discover how to build an efficient tech stack for your modern virtual law firm in this comprehensive guide! This episode of Law Subscribed covers everything from essential hardware and software recommendations to detailed purchasing strategies and crucial implementation tips. Learn about the latest AI tools, ergonomic setups, and advanced scheduling and communication platforms. Whether you're looking to streamline your operations or enhance client engagement, this episode is packed with valuable insights to help you optimize your practice. Don't miss out on these game-changing strategies—watch the episode now and take your legal practice to the next level!__________________________I've partnered with Pii to make it easy for you to purchase the setups recommended in this talk! Use the corresponding link to get the hardware you want in one purchase from my setups:Studio SetupMidrange SetupHighrange SetupWant to maximize your law firm? Get your ticket to MaxLawCon!Here's a link to purchase lifetime access to the recordings of My Shingle's AI Teach-In for only $77 if you couldn't make it live.Sign up for Paxton, my all-in-one AI legal assistant, helping me with legal research, analysis, drafting, and enhancing existing legal work product.Get Connected with SixFifty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a business and employment legal document automation tool.Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Gavel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, an automation platform for law firms.Check out my other show, the Law for Kids Podcast.Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to subscribe to the weekly newsletter to listen from your web browser.Prefer monthly updates? Sign up for the Law Subscribed Monthly Digest on LinkedIn.Want to use the subscription model for your law firm? Sign up for the Subscription Seminar waitlist at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠subscriptionseminar.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mathew Kerbis'⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ law firm ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscription Attorney LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe

Noah Smith's Substack: www.noahpinion.blog Impulse Labs: www.impulselabs.comFast Company on Impulse Labs: Innovation by Design 2024: Impulse Labs' new induction cooktop is a step up from your gas stove - Fast CompanyREALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail Us: realignmentpod@gmail.comSam D'Amico, Founder & CEO of Impulse Labs, and Noah Smith, author of the Noahpinion Substack, join The Realignment. Marshall, Noah, and Sam discuss how the "Electric Tech Stack," a combination of advances in batteries, motors, power electronics, and computing, will reshape everything from kitchen appliances to warfare. They argue that electricity will increasingly "eat" the world, that China has seized the lead in the race to electrification, and make the case for a serious industrial policy.

Summary In this episode, Julie Berninger interviews Jay De Souza, who shares his journey from a stressful corporate job to becoming a successful print-on-demand entrepreneur. Jay discusses the importance of understanding customer needs, the significance of niche marketing, and the emotional aspect of selling products. He emphasizes the use of technology and tools to enhance business efficiency and the necessity of maintaining a positive mindset for long-term success. The conversation also covers emerging trends in the apparel market and practical tips for aspiring entrepreneurs. Takeaways Jay is about to cross 125,000 shirts sold on Amazon. Stress can manifest physically and is a silent killer. Designing for the customer is crucial for success. Niche marketing is essential for effective selling. Utilizing technology tools can streamline the design process. Selling emotions is key to connecting with customers. Competition in the market validates demand for products. A year of commitment is necessary for business success. Implementing what you learn is as important as learning itself. Quality design is essential; ugly designs won't sell. Chapters 00:00 Introduction and Milestones 01:58 Transitioning from Corporate to Print on Demand 07:34 Understanding Customer Needs 10:23 Niche Marketing Strategies 15:35 The Importance of Emotion in Design 24:34 Tech Stack and Tools for Success 31:05 Navigating the Algorithm: Understanding Customer Confusion 31:54 Targeting Big Niches: The Balance of Competition 33:13 Defining Your Ideal Customer: Niche Down for Success 35:07 The Importance of Keywords: Broad vs. Long Tail 36:50 Shopping Mindset: Understanding the Buyer's Perspective 39:00 Creative Chaos: Organizing Your Design Process 41:11 Emerging Trends: Summerween and Beyond 45:57 Nutrition Label Parodies: A Unique Design Opportunity 48:53 Researching Trends: Finding Your Target Demographic 52:59 Mindset Matters: Resilience in Business 57:44 Setting Realistic Expectations: The Long Game in Business   Watch this episode on YouTube: https://youtu.be/V3yHdicbwXo   Resources Free POD Workshop: https://goldcityventures.com/gifting-gold-podcast Free Digital Product Workshop: https://goldcityventures.com/workshop-pdcst Gold City Ventures Website: https://goldcityventures.com/pdcst Follow Jay on YouTube: https://www.youtube.com/@jayswayworks Check out Jay's Membership: https://go.goldcityventures.com/jays-way

Brian and Sue dig deep into:-Why “siloed platforms create siloed advice” - and how to break out of that trap.-What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability.-The hidden costs of redundancy and how to identify them in your current tech stack.-How AI and automation are transforming client service and retention.-Real examples from the field where integration uncovered missed opportunities.-Why advisors must rethink how they allocate time across clients - and how data helps.If you've ever wondered whether your current systems are helping or holding your business back, this episode will change how you think about operations, efficiency, and client service.Find the inspiration of today's episode here: https://www.barrons.com/advisor/articles/next-generation-financial-advisor-advice-83653476

Welcome to a new episode of the EUVC Podcast, where we bring you the people and perspectives shaping European venture.Today, we're joined by Ties Boukema, Head of Data, Tech & AI at Dawn Capital, one of Europe's leading B2B SaaS and Fintech investors. With a background spanning law, statistics, Google Health, and five brain surgeries, Ties brings a rare mix of grit, optimism, and technical firepower to Venture and he's putting it to use by building Rolodex, an internal AI-powered operating system for Dawn.This is not an AI trends episode. This is an inside look at what it takes to build and deploy technology within a venture firm—and why the industry has been lagging behind.

As promised, the boys dive deep into the Hokies conference slate. NC State, Wake Forest, Georgia Tech, Cal, Louisville, Florida State, Miami, and Virginia are on the docket this year, and Pete and Sam are reasonably optimistic about Tech's chances.

Welcome back to another episode of The Full Desk Experience! In this Industry Spotlight, host Kortney Harmon sits down with Lauren Jednat to unravel the true impact of AI sourcing agents on the recruiting world. With tales from the trenches and insights from daily conversations with recruiting leaders, Lauren and Kortney dive deep into how AI is augmenting—not replacing—the human touch in staffing. From slashing hiring costs and boosting efficiency to shifting recruiter roles from repetitive sourcing to building strategic relationships, you'll hear how the old ways of recruiting aren't keeping up and why embracing AI is now essential for staying competitive. Whether you're curious about AI's ROI or worried about falling behind, this episode is packed with actionable advice and real-world examples to help you rethink your approach for 2025 and beyond. Don't miss out on this timely discussion about the future of recruitment technology and the steps you can take right now to modernize your desk._________________Follow Lauren Jednat on LinkedIn at: LinkedIn LaurenFollow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Want to learn more about Crelate? Book a demo hereSubscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

In this episode, Brittni takes you behind the scenes of how she uses Flodesk to create beautiful, automated email systems that nurture her audience and drive sales, all with ease and style. From welcome sequences and weekly newsletters to sales funnels and lead magnets, she breaks down her exact workflows and favorite features inside Flodesk. If you want your emails to look stunning and convert, this one's for you. Plus, grab her discount link to try Flodesk yourself! Flodesk Discount: Get 50% off your first year!   Resources: The Meeting Place Membership Rock The Reels 1:1 Coaching Free Client Welcome Guide Additional Trainings and Resources Connect with Brittni: Follow me on the Gram - @brittni.schroeder Join my Facebook Group  Visit my website Subscribe to my Youtube You can find the complete show notes here: https://brittnischroeder.com/podcast/flodesk-breaking-down-my-tech-stack  

According to research from Gartner, 77% of sellers report that they struggle to complete their assigned tasks efficiently. So, how can enablement help cut through the noise and maximize rep efficiency to drive business results? Riley Rogers: Hi, and welcome to the Win-Win podcast. I’m your host, Riley Rogers. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Kim Engebretson, manager of sales enablement at Protegrity. Thank you so much for joining us, Kim. We’re super excited to have you here. As we get started, I’d love if you could just run us through yourself, your background and your role. Great. Thanks Kim Engebretson: Riley. I’m happy to be here and excited as well. So, as you mentioned, I’m the manager of sales enablement at Protegrity. Which is a data-centric security company, which is part of the cybersecurity industry. I’ve actually been in sales ops and enablement for more than 25 years of my career over a host of different industries, most of which was in medical devices than telecommunication, and that ultimately brought me here to Protegrity. But I would have to say that my earliest career back in aerospace and defense really contributed to my love of sales enablement because I learned about manufacturing processes, project management, and I always take that lens of a process when I bring it to looking at a sales process to say, can we refine it? Is it the most efficient? Are there things that we can do? So always using a continuous improvement mindset. So it’s really been fundamental in how I approach most of my sales enablement projects. RR: Amazing. Thank you for that background. I love the thorough experience that kind of leads you to where you are today, and it’s part of the reason that we’re super excited to have you today is you bring a really well-informed perspective to the table and looking at your background, it’s clear that you have extensive experience, not only as an enablement leader, but in all of the different skills that make a strong enablement leader. So as the enablement landscape has kind of continued to evolve over the years, I’m curious how you’ve seen. The challenges go to market teams face evolve, and then maybe what you’re seeing is the most pressing today. KE: Yes. Well, as I mentioned, with having a pretty long career thus far, I’ve come through a couple major milestones. The introduction of the internet, digital transformation. I mean, I was in sales enablement when people had to call in a paper order was processed. So as you can mention, this is a big evolution that we’ve moved to such automation, such efficiency, and so from a go to market perspective, sales hasn’t changed. From the standpoint that a seller must know their product and service, they must bring value to the table so that the customer really perceives them as adding value and being a consultant, being a partner, and making the right business decision. But what has changed dramatically, even in the last five years and is continuing to move at an amazing pace, is that buyers don’t really wanna engage with the seller until it’s much further along in the process. So the buying cycle is still a pretty long period of time, but the sales cycle when the customer and the seller engage is really much further down the pipeline than it normally was. So from a go-to market perspective, our sellers have to know that and know what assets, what webinars, what podcasts, what materials has the prospective customer engage with through their self discovery. And it really precedes ai. But this desire to say, let me educate myself in what’s available before I start talking to a prospective vendor. And from that standpoint. When we do have that first engagement, it’s got to be solid. It’s got to be really a opportunity where we distinguish ourselves from the other vendors that that prospect or customer might be thinking about talking to. RR: Yeah, I think that’s certainly a common challenge that a lot of businesses are seeing, and I think that need to be agile, to be effective, to be efficient in that moment where you’re allowed as a seller, to have that first touch with a buyer is so crucial. I know that kind of as a solution to that. Sales efficiency is kind of a key priority for you. So can you maybe talk us through why sales efficiency is a priority and then how you’re focusing on that and what initiatives you’re using to help you achieve it? KE: Sure. So understanding the prospect. So we have a really strong demand gen organization that is trying to provide leads or prospective leads to our sales team, but that still requires that our sellers really get to know again, who that company is. What industry are they working in? Who are the decision makers? There’s a considerable amount of research and data accumulation that has to take place so that, again, when that seller has that first opportunity, that phone call, that business meeting, that they come prepared. And I believe that customers also expect. That individual to come already knowing quite a bit about them, because again, we work under this kind of accelerated cycle. And so the efficiency part is how do we assemble all that information, how do we synthesize it? And then simultaneously using things like our business use cases, our understanding of the industry, how do we prepare our seller so that they’re not having to do that all on their own? We are providing them those materials and resources so that they can, again, bring their best, you know, representation for that first meeting. So there’s a lot of pressure on that first call, but I think the sales efficiency is building all around, making our sellers. Informed. Knowledgeable and impactful. RR: Yeah, definitely. I think thinking about that sales efficiency and all the support levers that you’re pulling to help sellers drive it, I’d like to maybe talk about enablement technology and how you’re using that to create efficiency. I know you actually switched off of a previous enablement platform and moved to Highspot just recently last year, so I’d love if you could talk us through maybe what motivated the change, how you reevaluated, and then what that process was like. KE: Absolutely. I joined Peg in June of last year and it just so happened the sales enablement platform we were using was coming up for an annual renewal. So there was a natural event that said, you know, I’m new in the role. I was given a new responsibility of sales enablement, so let me test. Whether or not we had the right product, right tool for what we needed. And so I went out and spoke to pretty much the top three or four companies giving our current vendor every opportunity to also come forward and demonstrate what they had that perhaps we weren’t utilizing in that system. So it was really about were there things that we weren’t using, not optimizing in the system. And it was through that process that really Highspot. Distinguish themselves, and I just emphasized that first meeting being so important and really our account executive came prepared, had done some research, was sharing with us ideas that we hadn’t had, even though I had researched all the vendors independently myself, and so they stood out. And that continued through the next engagement and the next engagement. And as the account executive brought in other resources from Highspot through the solutions team, everybody came prepared and demonstrated to me an interest. They were interested in what we needed and they wanted to showcase how they thought the Highspot solution could meet the business needs that we defined. And that really just. Changed the kind of trajectory. So it was up for our incumbent to really lose the business, and unfortunately they did because they didn’t really fight hard enough to sustain it. And again, across the vendors, a lot of common functionality. But it was the way. That the Highspot team was able to really demonstrate what did they think that their solution could do that would be different? And it was, uh, a couple things. Digital rooms. It was the close integration with Salesforce. Were, were really two of the key decision makers, the decisions for us. RR: Wonderful. Well, I first of all am so happy to hear that you had such a fantastic experience with our team, and I think that, you know, kind of speaks to the value of enablement in the work that you do of. How else are you getting sellers ready to deliver these experiences? And then also congratulations on one year. Super exciting. Just past that mark. So gotta call that out. I’d love to know maybe drilling a little bit further into that process of switching. So when you switch an enablement tech stack, what maybe are some of the best practices that you would share for managing that change and empowering reps through that transition? Because I know that’s probably not an easy process. KE: Agreed. That’s probably the biggest challenge with any technology transition is implementation and then change management. So from the implementation side, again, I think Highspot had a great enablement support where the project plan was clear. The kickoff was good. I did have a partner at the time who was working with me on the transition so that I was able to focus on the enablement side. The other person was able to focus on the content. Implementation. So I would say having a good project team internally was really important because you really wanna have people who can focus on the different elements of that transition. But the thing I also focused on was ensuring that our sales leaders really understood why we’re making the change. That they were also helping to articulate the business decision and the value. And then it all came down to just communication, really keeping the sales team well informed why we were making the change, what were some exciting things they could look forward to. And then once we made the change, supporting them through multiple hands-on sessions. So that they could get familiar with the system. And so I was doing, you know, weekly sessions, small group sessions, really to make sure people understood the new navigation, how to find the resources. And then, uh, the big one was introducing the digital rooms. So it was really just about. Change management 1 0 1, communicate, implement, and support. RR: Yeah. Amazing. I think changes in the tech stack are a pretty common scenario that you’ll encounter, but I feel like there’s not so much in the way of guidance or best practices out there for how to do it, so thank you so much for sharing that. I’d love to know, maybe just one more question on this topic, in your opinion. What is the advantage of an enablement platform? How does it help you with sales efficiency? And then maybe a little bit, if you can, share about how switching to Highspot helped you amplify that advantage. KE: Sure. So we were using multiple resources. Our tech stack is pretty, I should say, it’s either deep or wide, whichever way you want to define it, but the ability to compress and integrate. To demonstrate a seamless experience, whether you’re using Highspot through Outlook or through Salesforce or teams, but trying to minimize that feeling of a seller going to multiple systems to achieve something. And more importantly, we have our collateral, our marketing content. We have product information, we have sales process information. We have the ability to collect how to information. And so by putting that all into one system, that’s easy to navigate. Is also giving that seller that kind of efficiency, which is if they have confidence that they can come into one system, quickly, find the answer to the question, whether it’s, how do I, what’s the next step? Particularly for things which maybe they don’t do on a high frequency basis. So they need to come back to how to find that resource. Previously, you know, it was all via SharePoint, which it definitely has some value. But now being able to put everything kind of into one basket, meaning one system, we’re able to provide them, I think a more unified user experience. And then the efficiency of being able to say, I can do multiple things with this one tool that I previously had to go to, maybe three or four different resources, or even people to find the answer to a question. RR: Wonderful. Well, I’m so glad that you’re seeing the degree of success that you are already and that the switch has kind of been a fruitful one. Speaking of some of the work that you and the team have been doing with the platform, we’ve heard that sales plays have been a key lever in helping you improve sales efficiency. So I’d love if you could talk us through how you’re leveraging them to support your sales efficiency initiatives and then how maybe they’re helping you drive. More consistent execution across your sales teams? KE: Yeah, absolutely. So as I mentioned previous to me joining the organization a year ago, we didn’t really have a dedicated sales enablement function. Of course, sales enablement was being delivered by different individuals. And so one of the things that was, you know, my primary objective was improve the onboarding experience and then also help document the processes, or in this case, the sales place. So there really wasn’t a repository or a collection of that. I love the way, it’s what do I need to know, show, say, or do? And I’ve used that so many times, even in my own enablement sessions, because I think that routine, that practice starts to build that understanding of how we break down a sales play. And so first and foremost, brought the right people together through a series of workshops. So that we could create the sales plays. And so the way we started was we used both industry and business use case as the formula for defining the sales plays, and that enabled the team to kind of hyperfocus on for this specific industry and this specific peg use case or solution. How can I define the things that that seller would need to know? And so once we produce a couple of sales plays, that made it a lot easier us for us to template that moving forward. And in fact, that’s all been on the like pre-sales side on winning new business. And now we are moving into building sales plays around the post-sales process about customer onboarding and customer engagement and time to first value. So we’re using those same principles now. Through another portion of the buyer life cycle, so I’m excited to start documenting those processes as well. RR: Amazing. Well, I love to hear that the no say show do structure is so ubiquitous in enablement at Prote. It’s such a useful framework and it really does work. Maybe shifting gears a little bit, besides sales plays, we’ve also heard that you’ve had quite a bit of success, as you mentioned earlier, with things like digital rooms, and you’ve achieved an 83% external share. Adoption rate. So I’d love if you could share some best practices for helping reps regularly use external sharing features, and then maybe how you’re seeing that engage buyers. KE: Digital rooms are by far my favorite. Not only because you can get a little creative, and we’ve created a digital room template for different business use cases or for different customers at the different intervals of where they are in their buyer journey, whether it’s for prospecting or it’s for contract management or responding to a request for proposal. So we look at each one of those buyer seller engagements. As a unique opportunity to define a digital room, and they essentially sold themselves. So I think our sales teams immediately got how valuable these could be compared to, you know, the old school method of emailing customers serially, you know, having to search through your email to find out what was the last communication, looking for resources. And so everybody just really, I think, inherently understood the. Value of a digital room. And again, going back to saying how do we hyper-personalized, how do we customize something for a customer or a prospect, which will help distinguish peg from potentially other vendors that they’re talking to. And in fact, I was onboarding a new solutions engineer just a week or so ago, and when I introduced him to Highspot and the use of digital rooms. The fact that that individual repeated back to me, oh my gosh, I can see the value of this. I was like, alright, you got it. And so I think that it’s not a leap for people to know how valuable digital rooms can be. And the second part of your question is, you know, how did it when the adoption one is, I think there was genuine need in an interest. So those people ran toward it. But I hosted a couple enablement sessions and then. I highlighted the individuals who were doing unique things, they really made their personality stand out in the digital room. They added some stuff that sometimes was funny, you know, or engaging. So using successful sellers to showcase best practices to the rest of the team. I’ve always found that that tends to be more impactful than me sharing my recommendation or even a vendor sharing a recommendation. So when they see another respected seller is doing something and having success with it, then they’re more inclined to say, let me check that out. Let me adopt that practice as well. And so I hosted a enablement session called the Digital Masterclass. Where we took it to, you know, how can we use some higher end functions and features, and I’ll continue to do that as Highspot continues to release some new features and functionality with the digital rooms. RR: Well, I love to hear that, especially I feel like the best part of digital rooms is that they kind of marry, flash and function. So when you can show off a really cool one, everybody’s like, ah, why am I not doing this? And so it seems that’s very much how you’re getting that engine moving. So having heard a little bit about your strategy and the work that you’re doing to drive it, I’d like to know maybe since implementing Highspot, what business results you’ve achieved, any wins, achievements that you’re particularly proud of, programs that you’re running really successfully, that you’d like to share with us. KE: Yes. Well one is, I, I think just the, the adoption rate that you mentioned and the high rate of external shares is indicative of that. The team has adopted this as a, a distinguishing sales function, so that’s one thing. I did take a look at it, and although I can’t give you very specific numbers, I looked at our pipeline from a year ago, you know, year over year, and what I was able to see was double digit growth in both new opportunities created. And new opportunities, not only with existing customers, but what we call net new logos. And so, although there’s other contributing factors, I definitely think that the use of the digital rooms has helped advance the opportunity from say, qualification into then our next opportunity stage. And that’s reflective of the fact that that’s when we say, this is when you now create the digital room. To move a customer from, you know, once we’ve identified there’s a business value that we can deliver to them, is now let’s start to move them into a digital room, start to share more assets and information, which again, can help them inform themselves and be a great place where we can keep a record of recorded meetings, action items, next steps. And it just helps facilitate, you know, the sales process motion and sales tactics. RR: Well, I think. To start. That sounds like you’re making amazing progress and I am sure that’s just reflective of the great work that you’re doing. I really appreciate you walking through kind of that enablement action to then this is how we’re seeing that impact on the outcomes that the business really cares about. And it seems like to your point, the data is reflecting the value of your work. So speaking of kind of seeing that data and being able to. Validate the work that you’re doing. I’ve heard that you’re currently working, as you mentioned on that integration between Salesforce and Highspot. So as you’re making progress on that, I, I’d love to know what value you’re seeing in the integration and then as you’re going, what outcomes you’re hoping to achieve down the line. KE: Yeah, absolutely. So right now we are actually in production. Our integration’s complete. We just haven’t rolled it fully out to the organization. As I continue to fine tune a few things. What I think I’m more excited about now is that it wasn’t how I thought we would be using it. Let me clarify that by saying, you know, floating content, floating recommended sales plays over to the opportunity or from Highspot to Salesforce is. You know, one of the things we expected, but it was a sales operations leader who said, well, can we give them the process guidance as well? And I said, well, sure we can. So this was something that we’ve implemented and we’re now testing out, but this is where I’m also floating over the how to guide, on how to perform the next step. What are the things that you need to do from a Salesforce. Process standpoint as one of the recommended assets. And although we had those materials and we’ve had a lot of how to guides produced in the past, it was always the challenge of somebody going to find the guide at the time that they needed it. And by using the Highspot integration. It is surfaced right there on the opportunity. So it’s literally, you know, look at the opportunity, click on the resource guide, and now we can give them the guidance that they’ve been looking for, or that they maybe stopped doing something and called somebody to get the guidance. So again, I think that highlights the efficiency because we have sellers all around the globe, and we want them to be able to work and not be delayed in what they’re doing because they’re waiting for somebody to answer a question. If they can get the information right when they need it, and again, at the point of use, which in this case would be within Salesforce, within the opportunity. So looking forward to releasing that really in the next, uh, week or so, and I’m sure the team is gonna see the value there as well. RR: Well, I know I, for one, can’t wait to hear about how that goes with the team in the next week. Best of luck to you. But if you’re already finding surprise use cases and additional values popping out at you, I’m sure as sellers are getting in there and using it, you’re gonna find new things pop up that they’re using that you aren’t even expecting. Well, one last question for you before we let you go. For organizations aiming to improve their operational efficiency through an enablement platform. What is maybe one or two pieces of advice you would offer when selecting that tool to partner with? KE: It’s a good question. You know, one, I’m gonna point back to what I said in the beginning, which is really trust, maybe your instinct, which is, if the very initial engagement with a prospective supplier is good, that tends to be somewhat indicative that that business relationship will continue on. If you find that you’re not getting the information. Or you’re struggling to see the value in the tool. It’s not being conveyed to you in a way. That may also be an early indication that, that that could paint how this engagement with that prospective supplier is gonna be so lean into, you know, how does the company represent themselves? Because if they’re successful using an enablement system, it’s gonna be reflected in their own account. Executives do talk to a couple other, uh, referrals. I think it is also helpful. I don’t think a company’s gonna give you a referral that’s not gonna give you a good assessment. But speaking to other companies that are using the product. Particularly if they’re in the same industry, I think is beneficial. And then of course, I would ask to really understand what the implementation plan is. So, and do that early enough when you’re doing the vendor review. Not just what is the product solution, but what is their implementation strategy and plan. How long will it take? And then what is their transition after you have your instance up and running? What are the resources that they provide? And that has also been something that has been really valuable to me, is having the continuing relationship when we transitioned out of our implementation. And then over to the customer support team, CSM. Um, it’s been a good relationship and that’s how we’re continuing to look at how do we leverage the system? How do we continue to optimize Highspot to get the most value out of it? RR: Amazing. Well, I think that’s fantastic advice, and I just have to say thank you again, Kim, for joining us. It’s been so lovely to chat with you and I think we’ve got some great best practices to share with our audience. Really appreciate it. KE: Thanks Riley. I enjoyed being here. RR: To our audience, thank you for listening to this episode of the Win-Win podcast. Be sure to tune in next time for more insights on how you can maximize implement success with Highspot.

What makes a tech stack work for people, not just processes? In this energizing episode, Dustin chats with Sarah Kotlinski, Director of Enrollment Systems and Analytics at Gettysburg College, about the real art behind edtech integration. Sarah shares her “three gates” framework for evaluating tools, how she turns everyday tech into superpowered solutions, and why she's a firm believer in departmental independence with intentional collaboration. You'll leave with practical ideas for managing your systems better—and maybe even rethinking how you define success in digital transformation.Guest Name: Sarah Kotlinski - Director of Enrollment Systems and Analytics at Gettysburg CollegeGuest Social: LinkedInGuest Bio: Sarah Kotlinski is the Director of Enrollment Systems and Analytics at Gettysburg College, where she is building a tech stack designed to engage, inform, and simplify every step of the enrollment journey. With over 35 years of experience in higher education, Sarah brings deep expertise and a collaborative spirit to her work.Beyond Gettysburg, she is a Technolutions Slate Community Ambassador and the founder and leader of the Slate Training user group. She also co-facilitates the Slate–Common App user group, mentors new Common App member institutions, and serves on both the CampusESP Customer Advisory Board and the College Board's Enrollment Solutions Strategic Advisory Group. - - - -Connect With Our Host:Dustin Ramsdellhttps://www.linkedin.com/in/dustinramsdell/About The Enrollify Podcast Network:The Higher Ed Geek is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too!Enrollify is made possible by Element451 — The AI Workforce Platform for Higher Ed. Learn more at element451.com.

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In this episode, I'm sharing exactly how I use Kajabi to run and scale my business from landing pages and digital courses to seamless checkouts and powerful automations. I'll walk you through the features I love, the tools I use daily, and even a few built-in Kajabi perks I don't use (but you might want to!). Whether you're a coach, course creator, or entrepreneur, this episode will give you a clear look at how Kajabi can streamline your systems and help your business grow.   Resources: The Meeting Place Membership Rock The Reels 1:1 Coaching Free Client Welcome Guide Additional Trainings and Resources Connect with Brittni: Follow me on the Gram - @brittni.schroeder Join my Facebook Group  Visit my website Subscribe to my Youtube You can find the complete show notes here: https://brittnischroeder.com/podcast/  

Key Highlights:-Signs your current tech stack might be holding you back.-Why decentralized, stagnant systems are a red flag.-The importance of automation, integration, and mobile access.-What top-performing firms are using today (hint: Salesforce, AI, and more).-How to evaluate new tools without getting overwhelmed by vendor hype.-The hidden risks of relying on key-person knowledge and disconnected data.-How small tech improvements can deliver massive results over time.Whether you're building your firm or planning for succession, this episode is packed with tactical insights to help you make smarter, more future-ready technology decisions.Ready to audit your tech stack or just want a second opinion? Contact Sue at SueCheema@eliteconsultingpartners.com or Stacey at Stacey@eliteconsultingpartners.com.

In this episode of the Programmatic Digest, we sit down with Heather Macaulay, President of MadTech, an AdTech consultancy transforming how teams approach data, integrations, and strategy. Heather shares her unexpected journey into ad tech—from Newbury Street project management to Pubmatic to founding MadTech—and the lessons she's picked up along the way. We dive into what it really means to have a strong, scalable tech stack, the common mistakes advertisers make when choosing tools, and why platform connectivity is now mission-critical. Heather also breaks down how MadConnect, MadTech's integration engine, is solving industry-wide challenges around data orchestration and interoperability. We also talk about early career growth, preparedness as a power move, and the importance of being a lifelong student. Plus, Heather shares how AI is shaping her workflow and offers tactical advice for making the most of tools like ChatGPT. If you're in your first few years in the industry—or managing a team that is—this episode is gold.     About Us: We teach historically excluded individuals how to break into programmatic media buying and land their dream jobs. Through our Reach and Frequency® program, an engaged community, and expert coaching, we offer: Programmatic Training & Coaching: Executive Membership: for the busy mid-level to senior or director-level programmatic ninja looking for a structured, high-impact way to stay ahead of evolving trends, sharpen your optimization skills, and connect with like-minded experts Join Here: https://programmaticdigest14822.ac-page.com/executivemembership   Accelerator Program: A 6-week structured program with live coaching, hands-on DSP exercises, and real-time feedback. Sign Up: https://reachandfrequencycourse.thinkific.com/courses/program  Self-Paced Course: Learn at your own speed with full content access. Enroll Here: https://reachandfrequencycourse.thinkific.com/bundles/the-reach-frequency-full-course       Timestamps: (00:00) - Welcome & Guest Intro (01:49) - Heather's Origin Story: From Literature to Ad Tech (04:28) - Events, Community, and Female-Forward Activations (06:28) - What MadTech Does: Product + Data Consultancy (07:26) - Solving Integration Challenges with MadConnect (08:55) - Advice for Newbies: Be Curious, Prepared & Over-Invest (11:47) - Tech Stack Talk: Common Gaps and Evaluation Strategy (15:18) - API Gaps & the Cost of Poor Connectivity (17:31) - Real-World Examples: Activating Audiences with MadConnect (20:35) - Emerging Trend: AI in Strategy, Sales & Workflow (25:03) - How to Use AI as a Junior Team Member (27:27) - Heather's Tips for Prompting, Positioning & Product Copy (30:27) - Final Thoughts & Where to Connect     Meet Our Guest: Heather Macaulay – President, MadTech Connect on LinkedIn     Meet The Team: Hélène Parker - Chief Programmatic Coach https://www.heleneparker.com/  https://www.linkedin.com/in/helene-parker/   Manuela Cortes - Co-Host  Programmatic Digest In Espanol:  https://www.linkedin.com/in/manuela-cortes-/     Learn Programmatic: As a TEAM: heleneparker.com/workshop As a Programmatic Ninja: heleneparker.com/course Newsletter: heleneparker.com/newsletter Programmatic Digest LinkedIn YouTube  

In this episode, Crystal breaks down the must-have SEO tech stack for Shopify sellers who want to show up in search results, build authority, and grow sustainably without feeling overwhelmed.You'll learn about the core apps that make SEO easier, free tools to track and audit your progress, and optional power tools if you're ready to take things to the next level.Whether you're just getting started with Shopify or looking to improve your existing SEO strategy, this episode will help you focus on the right tools so you can stop guessing and start growing.Key TakeawaysYou don't need 50 tools — just a few key apps and resources to support your SEO efforts.Start with free tools like Google Search Console and Microsoft Clarity to understand your current performance.Add must-have apps that create fresh content and improve site speed, like a review app and TinyPNG.Explore advanced tools like Ahrefs, Ubersuggest, and Surfer SEO as you grow.Resources & MentionsShopify SEO Tech Stack Checklist (only $7!) COMING SOON!7-Step SEO Starter CourseGoogle Search ConsoleMicrosoft ClarityInstaIndexTinyPNGSurfer SEO (My Affiliate Link!)Action Steps for ListenersInstall at least one new SEO tool today (Google Search Console is a great place to start).Download the Shopify SEO Tech Stack Checklist to make setup easy and track what you've implemented.Tag Crystal on Instagram @simpleandsmartseo2 to share your progress.Connect with CrystalWebsite: simpleandsmartseo.comInstagram: @simpleandsmartseo2Podcast on Apple: Listen herePodcast on Spotify: Listen hereNext Episode: Don't miss the next episode, where we'll talk about optimizing your images so they bring in traffic — not just likes!Send me a text!Does SEO feel confusing, overwhelming, or just plain impossible to figure out? You're not alone. That's why I created the AI SEO Foundations course, powered by Crystal GPT: your personal AI SEO coach designed for busy, creative business owners like you.Ditch the overwhelm and discover what SEO can do for your business! Head to SEOin7days.com (with the number 7!) and get started today—let's make your brand easy to find and impossible to ignore.Support the showWant to follow up on what you've heard? Search the podcast!Join the SEO SquadApply to be my podcast guest!

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Travis Brooks — operator, researcher, and the voice behind Let's Talk Joby to break down the business model behind Joby Aviation and the broader eVTOL landscape.This is more than just flying cars it's an entire tech and infrastructure stack.From aircraft manufacturing to consumer apps, software platforms, and vertiport networks — where will the real value accrue?We cover:• Why manufacturing might get commoditized• The risk/reward of owning the consumer relationship• Platform potential if Joby owns the software layer• Vertiports as the underrated competitive advantage• How Blade and Archer are approaching the market• What history tells us about margins and defensibilityWhether you're long, short, or just curious about air mobility, this one dives deep.—Hosted by: Sean Emory — Founder & Chief Investment Officer, Avory & Co. https://www.avory.xyzGuest: Travis Brooks — Operator & creator of Let's Talk JobyFollow Avory & Co or Sean Emory

Harmony Anderson didn't wait 90 days to make an impact at Superhuman — she launched a major campaign in her first five weeks. Harmony Anderson, Head of Marketing and Growth Product at Superhuman, breaks down why moving fast (and strategically) matters more than playing it safe, especially in high-growth startups. We dig into what it really takes to scale from $20M to $200M ARR, how to enter the enterprise market without abandoning your early adopters, and why traditional attribution models are falling behind in the age of AI and influencers. If you're navigating go-to-market pivots, building modern marketing infrastructure, or just trying to avoid another forgettable brand campaign — this episode is packed with insights. And congratulations to the Superhuman team for being acquired by Grammarly! Key Moments: 00:00 Harmony Anderson on Moving Upmarket and Scaling 01:35 Welcome to Marketing Trends 02:05 Harmony Anderson's Career Journey 08:33 Fast-Paced Marketing Strategies 13:20 Navigating the Dark Funnel 15:59 Balancing Brand and Attribution 16:47 The Role of Influencers in Modern Marketing 19:27 Positioning in the AI Market 24:41 Moving Up Market: Challenges and Strategies 35:06 Vision Setting and Company Evolution 36:11 Superhuman's Ambitious Roadmap 37:02 Unified Productivity and AI Integration 44:18 Scaling Operations for Rapid Growth 48:09 Innovative Tools and Harmony's Tech Stack 51:13 AI in Content Creation and Marketing 56:02 The Resurgence of Webinars 01:02:14 Superhuman for Startups Program Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

In this episode, Brittni breaks down why Acuity Scheduling is one of the most valuable tools in my business tech stack. From eliminating back-and-forth emails to reducing no-shows and collecting payments, Acuity helps automate and streamline the entire client booking process. Whether you're a coach, creative, or service provider, this tool gives you time back and delivers a polished, professional experience on autopilot.   Resources: The Meeting Place Membership Rock The Reels 1:1 Coaching Free Client Welcome Guide Additional Trainings and Resources Connect with Brittni: Follow me on the Gram - @brittni.schroeder Join my Facebook Group  Visit my website Subscribe to my Youtube You can find the complete show notes here: https://brittnischroeder.com/podcast/acuity-scheduling-app-breaking-down-my-tech-stack