Podcasts about tech stack

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.

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.

What happens when an advisor leaves the safety net of a big broker-dealer to start fresh—and hand-pick every stitch of technology? For Jordan Raniszeski, co-founder and senior managing partner of Carnegie Private Wealth, it meant balancing efficiency with humanity, testing everything from AI meeting assistants to client portals, and building a culture that embraces innovation … Read More Read More

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  

Join host Vonnie Estes as she delves into the world of AI and technology in agriculture with Anthony Howcroft of Swarm Engineering. Explore how Swarm uses AI to tackle complex supply chain issues, the intriguing world of agentic AI, and the intersection of AI and quantum computing. Discover Anthony's insights into using AI in creative writing and how it can enhance human creativity and decision-making. This episode unpacks the present and future of AI, blending tech insights with practical applications in the food and agriculture sectors. Key TakeawaysAI and Supply Chain Optimization: Swarm Engineering uses AI to automate complex planning tasks, providing solutions that increase efficiency and reduce costs in supply chains. Understanding Agentic AI: This form of AI integrates intelligence into agents that can independently make decisions, offering a natural method to handle complex problems similarly to nature. Quantum Computing's Role: Quantum computing promises to solve complex, large-scale problems faster than AI alone, with a tangible integration expected in the near future. AI in Creative Writing: Anthony Howcroft shares his experience using AI as a tool for refining and editing creative writing, describing it as a literary assistant that enhances productivity without overshadowing the creative process. Trust and Ethics in AI: Amidst discussions about AI's trustworthiness, Anthony frames AI as a potentially more reliable entity than humans, given its capacity for consistent improvement and transparency. Guest ResourcesSwarm EngineeringInternational Fresh Produce AssociationTune into the full episode for a deeper dive into how AI and quantum computing are set to redefine agriculture, the practical use of AI in creative writing, and their ethical implications. Stay connected with Fresh Takes on Tech for more cutting-edge discussions on innovation in the produce tech industry. Show LinksInternational Fresh Produce Association - https://www.freshproduce.com/Fresh Takes on Tech - https://www.freshproduce.com/resources/technology/takes-on-tech-podcast/Facebook - https://www.facebook.com/InternationalFreshProduceAssociation/Twitter - https://twitter.com/IntFreshProduce/LinkedIn - https://www.linkedin.com/company/international-fresh-produce-association/Instagram - https://www.instagram.com/intlfreshproduceassn/

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.

Today's show features: David Thomas, Director, Content Marketing at CDK Global Dennis Gingrich, Sales & Finance Director at The Niello Company Jesse Hill, Corporate Director of F&I Operations at Safford Brown Automotive Group This episode is brought to you by: OPENLANE – The world's best online dealer marketplace for used cars. This August, OPENLANE is spinning up an entire month of excitement with DealerFest 2025. The more you buy and sell, the bigger prizes you earn. Never used OPENLANE before? New dealers can earn up to $2,500 in credits. Learn more at ⁠⁠openlane.com/dealerfest⁠⁠. Interested in advertising with Car Dealership Guy? Drop us a line here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Interested in being considered as a guest on the podcast? Add your name here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/3Suismu⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Check out Car Dealership Guy's stuff: CDG News ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://news.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Jobs ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://jobs.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.cdgrecruiting.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ My Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ dealershipguy.com

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

In this Tactical Tuesday episode, Sam and Vivien get real about the complexities of recruitment technology — focusing on the cost and benefits of a consolidated tech stack. Hint hint: Consolidation is worth it, every time.Throughout, they discuss the implications of data entry, the importance of having a single source of truth, and how automation can help streamline processes. The core question is this: Do you have tech that you can trust to scale with you? If not, your tech stack may be hurting more than it's helping. Chapters:    00:00 - The true cost of your disconnected recruiting tech stack03:16 - When your 'best-of-breed' tech creates more work07:44 - How a unified tech stack drives efficiency and ROI12:25 - Key questions to ask before you buy new recruiting techExplore all our episodes and catch the full video experience at loxo.co/podcastBecoming a Hiring Machine is brought to you by Loxo. To discover more about us, just visit loxo.co

Episode Summary:https://constraintcalculator.scoreapp.com/In this eye-opening solo episode, Jordan Ross, founder of 8 Figure Agency, breaks down a critical and often overlooked issue holding agencies back from true AI integration: schema and tech stack structure. While everyone is excited about AI, almost no agencies are prepared to implement it at scale—and the result is costly mistakes, hallucinations, and wasted time. Jordan shares how his team builds “agentic solutions” for agencies, the role of structured databases, and why relying solely on GenAI will leave you exposed.⏱️ Chapters: – Why 99% of agencies are not AI-ready – What is an AI brain and how it's built – Agentic solutions and workflow automation – The myth of being “tech stack ready” – Schema: the missing piece in your AI transition – Why GenAI isn't enough – Cost, hallucinations, and why shortcuts fail – The danger of unstructured data – Who this applies to and how to get startedTo learn more go to 8figureagency.co

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  

If you've ever felt like your wedding business is running you — instead of the other way around — this episode is for you.In this conversation, I sit down with Courtney Donilon from Aisle Planner to unpack one of the most overlooked but powerful tools in any wedding professional's toolkit: your tech stack. We talk through the systems, software, and workflows that can save you time, reduce burnout, and elevate your client experience from inquiry to “I do.”As someone who supports wedding pros with marketing every day, I know how much we carry in our heads — inquiries, timelines, vendor notes, contracts — and I also know how easy it is to rely on a patchwork of Google Docs, notebooks, and memory. Trust me, I've been there!Courtney brings her 7+ years of wedding industry experience to help us understand:

Recorded live during HITEC last month, Glenn Haussman and hashtag#NoVacancyNews talks with Deborah Stuempfig and Amy Jones from Omni Hotels & Resorts about what it really took to rebuild their entire hashtag#hospitalitytech stack—and why it's transforming how they do business.

In this repeat episode, Nikolas Burk, DevRel at Prisma, talks about Prisma Postgres, its unikernel architecture, and its seamless integration with cloud infrastructure. Discover how Prisma Postgres is revolutionizing database management with features like cold start elimination, real-time event handling and advanced caching strategies! Links X: https://x.com/nikolasburk LinkedIn: https://www.linkedin.com/in/nikolas-burk-1bbb7b8a Github: https://github.com/nikolasburk Resources Prisma Postgres®: Building a Modern PostgreSQL Service Using Unikernels & MicroVMs: https://www.prisma.io/blog/announcing-prisma-postgres-early-access We want to hear from you! How did you find us? Did you see us on Twitter? In a newsletter? Or maybe we were recommended by a friend? Let us know by sending an email to our producer, Em, at emily.kochanek@logrocket.com (mailto:emily.kochanek@logrocket.com), or tweet at us at PodRocketPod (https://twitter.com/PodRocketpod). Follow us. Get free stickers. Follow us on Apple Podcasts, fill out this form (https://podrocket.logrocket.com/get-podrocket-stickers), and we'll send you free PodRocket stickers! What does LogRocket do? LogRocket provides AI-first session replay and analytics that surfaces the UX and technical issues impacting user experiences. Start understanding where your users are struggling by trying it for free at LogRocket.com. Try LogRocket for free today. (https://logrocket.com/signup/?pdr) Special Guest: Nikolas Burk.

Send us a text letting us know your thoughts on today's episodeEver feel like launching a podcast means dropping hundreds of dollars on fancy gear just to sound legit? Spoiler: you don't need a studio, a sound engineer, or a massive budget to get started.In this episode, I'm breaking down the best low-cost, high-impact tech tools I personally use and recommend to my clients—especially busy moms looking to podcast in part-time hours. From mics and headphones to editing software and podcast hosts, I'm sharing everything you need (and nothing you don't) to podcast like a pro without the overwhelm.Here's what we cover: 

In this episode of Alter Everything, we chat with Alex Patrushev, Head of Product at Nebius. We discuss the gaps organizations face between data and business impact, strategies to bridge these gaps, and the role of AI in these processes. Alex explains Nebius' mission to make AI accessible, the challenges of building data centers and software from scratch, and innovative solutions like their data center in Finland. The conversation also covers key components for effectively bridging data and business impact, such as project selection, stakeholder communication, team skills, data quality, and tech stack.Panelists: Alexander Patrushev, Head of Product for AI/ML @ NebiusMegan Bowers, Sr. Content Manager @ Alteryx - @MeganBowers, LinkedInShow notes: NebiusData Version Control Interested in sharing your feedback with the Alter Everything team? Take our feedback survey here!This episode was produced by Megan Bowers, Mike Cusic, and Matt Rotundo. Special thanks to Andy Uttley for the theme music.

#479 What if the secret to scaling your solopreneur business was hiding in your tech stack? In this episode, host Brien Gearin sits down with Ernesto Mandowsky — founder of MDM (Million Dollar Machine) — to explore how entrepreneurs can use tools like Notion, ConvertKit, and more to streamline operations, deliver five-star client experiences, and build systems that actually support growth. Ernesto shares his journey from throwing a $35K party at 18 to transforming legacy restaurants and launching a tech integration consultancy that serves coaches, consultants, and creators. Whether you're stuck in survival mode or scaling to seven figures, this episode is full of actionable insights for turning your business into a well-oiled machine! What we discuss with Ernesto: + $35K party kickstarted entrepreneurship + From Deloitte to culinary school + Helping solopreneurs scale with tech + Using Notion as a business hub + The Five Recipes business framework + Solving tech overwhelm with systems + Building a team to free up time + Using AI for podcast prep and automation + Client journey from “pop-up” to “brasserie” + Scorecard tool for business clarity Thank you, Ernesto! Check out Million Dollar Machine at YourMDM.co⁠. Follow Ernesto on LinkedIn. To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. And follow us on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Want to hear from more incredible entrepreneurs? Check out all of our interviews ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, David's Bridal is as much an AI-powered tech company as it is a retailer of wedding apparel and accessories, according to Elina Vilk, president and chief business officer. The company recently unveiled a new digital transformation strategy centered on agentic AI and personalized experiences.

Alicia Jarrett built a powerful U.S. investment business from Australia using mindset, systems, and bold leadership. This inspiring episode reveals how women can scale fearlessly, even from halfway across the globe.See full article:https://www.unitedstatesrealestateinvestor.com/from-fear-to-fiercely-building-a-global-real-estate-business-with-alicia-jarrett/(00:00) - Introduction to United States Women In Real Estate Investing(00:14) - Meet Your Host Jeune Ortiz(00:23) - Welcome to Guest Alicia Jarrett(00:39) - Alicia's Start in Real Estate from Melbourne, Australia(01:05) - Transition from Corporate to Full-Time Real Estate Investing(01:26) - Overcoming Fear in Real Estate Investing(02:02) - Scaling with Virtual Assistants and Overseas Teams(02:43) - Building Supercharged Offers and Property Deals(03:12) - The Importance of Systems and Delegation(03:45) - Starting Supercharged Offers and Global Citizens(04:26) - Serving U.S. Investors from Abroad(05:02) - Understanding the U.S. Property Market as a Foreign Investor(05:41) - Navigating Legal and Title Company Relationships(06:25) - Advice for Women Entering Real Estate Investing(06:55) - Empowering Women Through Leadership and Confidence(07:32) - How Alicia Uses Data for Targeting and Offers(08:11) - Common Mistakes Women Make When Starting Out(08:46) - How to Think Like a Business, Not a Hobbyist(09:17) - The Benefits of Building a Power Team(09:42) - Alicia's Favorite Tools and Tech Stack(10:23) - Handling Rejection and Challenges in REI(11:00) - U.S. Real Estate Trends from Alicia's Perspective(11:33) - Final Thoughts and Contact Information(12:00) - Outro by Jeune OrtizContact Alicia Jarretthttps://alicia@superchargedoffers.com/https://globalcitizenshq.com/https://www.wilda.com.au/https://www.linkedin.com/in/alicia-jarrett/Contact Jeune Ortizhttps://www.linkedin.com/in/jeuneortiz/--United States Women In Real Estate Investing is the show that brings you closer to amazing women in the real estate investing world who help make this industry so valuable to our nation's economic growth and stability.Come along for a conversational journey of real-life trials, tribulations, and triumphs that many times only women in business experience.With real conversations about strategy, business relationships, actionable steps, financial goals, and more, you've just found your tribe.Empowering and elevating women through conversation in the world of real estate investing.If you'd like to get started in real estate investing, download our free guide, 5 Step Beginners Guide To Real Estate Investing, at https://unitedstatesrealestateinvestor.com/freeguide/Helping you learn how to achieve financial freedom through real estate investing.United States Real Estate Investor: https://www.unitedstatesrealestateinvestor.com/Universe Media Mastering Your audio; More listenable. https://universemediamastering.com/Advertise with us! Visit https://www.unitedstatesrealestateinvestor.com/advertising--Music Disclaimer: This episode features music by Harris Heller / StreamBeats, copyright-safe, DMCA-free, and created specifically for content creators. StreamBeats provides both lyrical and instrumental tracks that are free from Content ID issues, making them ideal for use in podcasts, livestreams, and YouTube videos. All music is curated and produced by Harris Heller.

Patrick Haede, Gründer von Superscale, spricht über den Weg von seinem erfolgreichen Agenturgeschäft Sonic zu einem KI-getriebenen Marketing-Tool. Patrick teilt, wie sein Team in nur vier Monaten eine 5-Millionen-Euro-Finanzierung sicherte und ein Produkt entwickelte, das Marketing-Prozesse revolutioniert. Er gibt tiefe Einblicke in die Herausforderungen der AI-Transformation, Produktentwicklung in der KI-Ära und die Balance zwischen Startup und Familie. Was du lernst: Von der Agentur zum AI-Startup: Wie Sonic mit 2 Millionen Euro Jahresumsatz zu Superscale wurde Warum die AI-Revolution traditionelle Agenturmodelle disruptet Produktentwicklung in der KI-Ära: Wie sich Entwicklungszyklen und User-Interfaces durch AI fundamental ändern Warum wöchentliche Releases und schnelle Iteration entscheidend sind Fundraising und Team: Wie Superscale in nur 6 Tagen eine Pre-Seed-Runde abschloss Die Bedeutung von Produktdemos statt klassischer Pitch Decks Work-Life-Balance als Gründer: Wie Patrick Familie und Startup unter einen Hut bringt Praktische Tipps für effizientes Zeitmanagement und Fitness Technische Skalierung: Learnings aus dem Produktlaunch und API-Limits Wie man eine technische Infrastruktur für schnelles Wachstum aufbaut ALLES ZU UNICORN BAKERY: https://zez.am/unicornbakery  Mehr zu Patrick: LinkedIn: https://www.linkedin.com/in/patrickhaede/  Website: https://www.superscale.ai/  Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/  Kapitel: (00:00:00) Was hat sich bei Patrick getan, seit Sonic umgestellt wurde? (00:02:54) Von Sonic zu Superscale (00:06:54) Die Art, Produkte zu nutzen: Veränderungen und Learnings (00:14:56) Voraussetzungen für den Produktlaunch (00:21:35) Veränderungen im Tech-Stack (00:34:40) Optimale Kanäle für den Launch (00:37:45) Datenaufbereitung für Learnings und Feedback (00:43:32) Kundenavatare und ihre Relevanz fürs Produkt (00:52:51) Wie läuft Fundraising als Serial Founder? (01:07:34) Arbeitszeit vs. Familienzeit (01:13:56) Kernworkout als Gründer (01:20:15) Wie sichert Superscale Progress?

The CFO software ecosystem is highly fragmented and ripe for disruption. Sean Jacobsohn, partner at Norwest, has a front-row seat to the action: He's backed 10 companies selling to CFOs, while Norwest has invested in 20. Having identified 300 companies in 15 different categories operating in the space, he joins CJ to share takeaways from his market map of the evolving CFO software stack. They dig into what's driving disruption, how new players are challenging legacy systems, and what it takes for founders to stand out. The conversation spans everything from the staying power of spreadsheets to the debate between building for verticals versus horizontals, the future of FP&A, and how AI agents might reshape the stack. Sean delves into the dynamics of partnerships, outlining five key rules for successful collaborations. Additionally, he talks about his Failure Museum which showcases a collection of items representing failed products and companies, and breaks down what he has identified as the six forces of failure.—LINKS:Sean Jacobsohn on LinkedIn: https://www.linkedin.com/in/seanjacobsohnNorwest: https://www.nvp.comMarket Map: Reimagining the CFO Software Stack: https://www.nvp.com/blog/market-map-reimagining-cfo-software-stackFailure Museum: https://failure.museum/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:CFO of FloQast on Why Finance Teams are Data Curators: The $7 Million Wake-Up Call: Mastering Rebates for Profitability with Enable's Nick Rose: G2 CFO Chad Gold on Building A Durable Career as a Venture Backed Exec: —TIMESTAMPS:(00:00) Preview and Intro(02:04) Sponsor – Rippling Spend | Pulley | Navan(06:08) The Fragmentation of the CFO Tool Ecosystem(07:24) Advice for Founders on Deep Domain Expertise(10:39) Enable: Disrupting an Existing Solution Versus Creating a New Category(12:32) The Prevalence of Spreadsheets in the Current Ecosystem(13:39) Solutions Built for Verticals Versus Horizontals(16:24) Sponsor – NetSuite | Planful | Tabs(20:22) Vertical Software and the Move to the Cloud(22:17) The Likelihood of Consolidation by Incumbents in the Space(24:53) Developments in the FP&A Space(26:55) The Future of AI Agents in Finance(28:05) The Five Key Rules of Partnerships: Partner Fit(29:17) Entering New Markets(30:16) Enablement: The Importance of Training(32:28) Reciprocation(33:49) How Often the Little Guy Approaches the Big Guy in Partnerships(34:51) M&A in Partnerships(37:01) The Best Way To Form a Partnership(37:45) The Inspiration Behind the Failure Museum(39:14) The Six Forces of Failure(40:38) Falling out of Product-Market Fit(41:25 Examples of Failures From the Failure Museum(44:58) How the Failure Museum Informs Sean's Work at Norwest(46:12) The Magic of Pivoting—SPONSORS:Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.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: pulley.com/mostlymetrics.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.#CFOsoftware #marketmap #verticalSaaS #FPandA #FailureMuseum Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

In this episode of Builders Wanted, we're joined by Eric Helmer, Chief Technology Officer at Rimini Street. Eric shares his insights on how to modernize mission-critical systems without compromising performance. Learn about the misconceptions about tech modernization, the importance of agility and flexibility in tech stacks, and the shift from reactive to proactive IT roles.-------------------Key Takeaways:The importance of modernizing critical systems without diving headfirst into vendor-driven migrations to the cloud.Transparency in operations and involving end-users early in the process can build trust and ensure smoother transitions.By optimizing existing configurations and processes before implementing new technologies, organizations can achieve significant cost savings and efficiency gains.------------------- “ When you show organizations that you genuinely want to help them by showing them all the different options that they have in an agnostic way, it's a really best way to build fantastic relationships and keep that engagement simple and strategic. You have to figure out where you're going to spend your budgets. You have to take the emotion out of it. You gotta take tradition out of it and boil it down to data points that create obvious best choices.” – Eric Helmer-------------------Episode Timestamps:‍*(02:08) - How Eric defines his mission as a builder‍*(06:12) - One major shift in how IT leaders approach long-term transformation‍*(13:49) - How Eric keeps customer engagement simple and strategic ‍*(22:05) - A recent transformation Eric is proud of ‍*(28:19) - A low-profile change that made a surprising difference‍*(36:27) - One thing every CIO should start or stop doing‍-------------------‍Links:Connect with Eric on LinkedInConnect with Kailey on LinkedInLearn more about Caspian Studios‍-------------------SponsorBuilders Wanted is brought to you by Twilio – the Customer Engagement Platform that helps builders turn real-time data into meaningful customer experiences. More than 320,000 businesses trust Twilio to transform signals into connections—and connections into revenue. Ready to build what's next? Learn more at twilio.com.

On July 8, join me for a special Web Class where I'll show you how to eliminate ALL staff excuses using ONE structured 30-minute meeting. Register here: https://trybta.com/CE-GSR-JL25Grab a copy of our free tech stack audit tool here: https://trybta.com/DL223To learn more about Breakthrough Academy, click here: https://trybta.com/EP223Ever had to shop for a software solution?It sucks.There's so much out there and they all say they're the best.That's why today we're talking to James Benham.James is the CEO and co-founder of JBK, which offers technology solutions for Insurance & Construction companies. He's also the author of Be Your Own VC and founder of the ConTechCrew podcast.Today's conversation is all about how to solve problems by using the RIGHT technology.Including how to pick the problem to solve, how to research solutions using AI, and tips to get your team to actually adopt the solution you select.Episode Highlights:Get a walkthrough of construction technology expert and author James Benham's process for identifying, choosing and implementing the right software solutions for your business (e.g. CRMs, automation and AI tools etc.)Learn the most common mistakes contractors make when purchasing new software.Hear James' tips on keeping your company innovative as technology continues to change at an unprecedented pace.00:00-Intro01:21-About James07:12-How has the construction technology space evolved in the last 10 years?11:32-How to prioritize and select the right tech solutions29:00-Is it realistic to get all systems working well together as one streamlined process?37:00-Bootstrapping: Make innovation a habit and a process39:40-What's the biggest tech mistake you could make in the next 5 years?41:58-Connect with James

Yesterday at Hospitality Financial and Technology Professionals (HFTP®) hashtag#HITEC2025, I spoke with Ben Jamieson of Sonesta International Hotels about how the company is approaching hashtag#hoteltechnology and operations to support one of the fastest growth stories in hospitality. With more than 1,200 hotels and a portfolio that spans from economy to upscale, Sonesta is focused on building systems that work across all brands while keeping the guest experience front and center. This episode of hashtag#NoVacancyNews looks at how they're doing it. Key points from our conversation:

Join us for a special Coffee Conversations, sponsored by Owens Corning, where we explore how to build a tech stack that works for your roofing business. From CRMs and estimating software to project management tools and beyond, technology can streamline operations, improve communication and help you win more jobs. But with so many options out there, where do you start? Our panel of contractors and tech experts will share real-world insights, best practices and the must-have tools for modern roofing companies. Learn how to evaluate your current systems, choose the right solutions and get your team on board with the changes. Let's make technology work for you!   Learn more at RoofersCoffeeShop.com!  https://www.rooferscoffeeshop.com/     Are you a contractor looking for resources? Become an R-Club Member today! https://www.rooferscoffeeshop.com/rcs-club-sign-up     Sign up for the Week in Roofing!  https://www.rooferscoffeeshop.com/sign-up     Follow Us!   https://www.facebook.com/rooferscoffeeshop/   https://www.linkedin.com/company/rooferscoffeeshop-com   https://x.com/RoofCoffeeShop   https://www.instagram.com/rooferscoffeeshop/   https://www.youtube.com/channel/UCAQTC5U3FL9M-_wcRiEEyvw   https://www.pinterest.com/rcscom/   https://www.tiktok.com/@rooferscoffeeshop   https://www.rooferscoffeeshop.com/rss     #OwensCorning #RoofersCoffeeShop #MetalCoffeeShop #AskARoofer #CoatingsCoffeeShop #RoofingProfessionals #RoofingContractors #RoofingIndustry 

To get your hands on the Mega-AI-Prompt outlined in this episode, visit: ⁠⁠https://growthforum.io/growthai⁠Stop wasting money on shiny AI tools that don't deliver. In this no-holds-barred conversation, David and Luigi break down the exact AI tech stack that's delivering 35-43% efficiency gains for B2B teams right now. You'll get the step-by-step evaluation framework they use with GrowthForum clients to cut through the hype and identify tools that actually drive revenue.

I explorePerplexity Labs, the AI agent product from Perplexity. I test its capabilities across multiple use cases including creating film storyboards, generating sales leads, developing content strategies, and performing financial analysis. Throughout the demo, I am surprised at the quality and depth of the outputs, particularly the tool's ability to create visual storyboards and comprehensive business dashboards. Timestamps: 00:00 - Introduction to Perplexity Labs 01:18 - Film director AI Agent 07:04 - Salesperson AI Agent 11:11 - Content strategy Consultant AI Agent 20:13 - Financial Analyst AI Agent 24:08 - Salesperson AI Agent (pt2) Key Points: • I test Perplexity Labs' AI agents against other AI tools like ChatGPT, demonstrating its capabilities for various business functions • Perplexity Labs ($20/month) can create detailed film storyboards, sales lead lists, content strategies, and financial analysis • The tool generates comprehensive dashboards with actionable information, including contact details for potential clients The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ BoringMarketing — Vibe Marketing for Sale: http://boringmarketing.com/ Startup Empire - a membership for builders who want to build cash-flowing businesses https://www.skool.com/startupempire/about FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/

This week, Noah Smith and Erik Torenberg discuss China's economic strategies, technological advancements, and geopolitical challenges, contrasting them with U.S. policy. They discuss topics from the Hong Kong protests to battery manufacturing and emphasize the need for American industrial policy, education reform, and strategic investment to stay competitive. – SPONSORS: NetSuite More than 41,000 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 Shopify Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at ⁠https://shopify.com/momentofzen⁠. AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit ⁠⁠⁠⁠⁠⁠https://adquick.com/⁠⁠⁠⁠⁠⁠ today to start reaching your customers in the real world. – SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co – FOLLOW ON X: @noahpinion @eriktorenberg @turpentinemedia – RECOMMENDED IN THIS EPISODE: Is the U.S. in a "high-level equilibrium trap"?: https://www.noahpinion.blog/p/is-the-us-in-a-high-level-equilibrium Noahpinion: ⁠⁠⁠⁠⁠⁠⁠https://www.noahpinion.blog/⁠⁠⁠⁠⁠⁠⁠  – TAKEAWAYS: China's Strategic Position & Capabilities: China can easily police sea lanes to protect their own trade while potentially disrupting others, giving them a significant strategic advantage over America's traditional role as a global public goods provider. Financial System Stress: China faces a persistent drag from their real estate crash and mounting bad debt in local government financing vehicles. Banks are struggling to transition from real estate lending to manufacturing loans, many of which will likely go bad. Electric Tech Stack Revolution: The convergence of lithium-ion batteries, permanent magnet electric motors, and power electronics is creating a new technological paradigm that's replacing combustion engineering across multiple industries. America's Manufacturing Challenge: America has "too many bottlenecks" - only Elon Musk seems capable of overwhelming all 20+ bottlenecks simultaneously, while other talented entrepreneurs can only handle 15 or fewer. Republican Industrial Policy: America needs "Biden-style industrial policy without the everything bagel" - massive subsidies and support for electric tech manufacturing without progressive contractor requirements and community engagement processes. China's Innovation Plateau: By the 2040s, China may face Japan's experience where aging leadership in corporations reduces innovation and creates fewer opportunities for young talent.

In this episode of the Fitness + Technology Podcast, Bryan O'Rourke shares his keynote, “The Key Trends Creating Opportunities and Challenges for the Global Fitness Industry in the Next 5 Years” live from Beyond Activ in Singapore. Bryan shares the spotlight for what's next for fitness across the globe — from emerging technologies and programming innovations to finance, business models, and the forces reshaping how to serve members and scale impact. Whether you lead a gym, studio, supplier brand, or digital platform, this talk is designed to challenge your thinking and equip you for what's ahead. To view the slideshow, go to: https://www.slideshare.net/slideshow/future-of-fitness-2025-keynote-bryan-orourke-beyond-activ-singapore-2025/280332550 One Powerful Quote: 7:41: “In a world deluged by irrelevant information, clarity is power.” 4-10 Bullet Points (w/ timestamps) - Highlighting key topics discussed: 3:09: Bryan opens his keynote with “What if?” and the convergence of macro/micro trends.  7:47: Bryan talks about opportunities and challenges in the next 5 years.  11:31: Bryan articulates on business models as the mainstay configurations for fitness delivery.  15:40: Bryan speaks on biotechnologies and the new social constructs today.  17:40: Bryan defines leadership vision and the processes to execute on it.  19:09: Bryan recaps his presentation.  Bullet List of Resources: https://beyondactiv.com/ Guest Contact Information: https://www.bryankorourke.com/ https://www.linkedin.com/in/bryankorourke/ http://www.fittechcouncil.org/ https://www.youtube.com/user/bko61163

Samantha Rose is the founder of Endless Commerce, a commerce enablement platform designed to help multi-channel consumer brands scale more efficiently through better infrastructure. A multi-exit founder and investor, Samantha brings deep operational experience across design, technology, and logistics to build systems that support sustainable, scalable growth.Before launching Endless Commerce, Samantha built and exited several consumer ventures, including GIR, an acclaimed kitchenware brand acquired in 2021, and Mvnifest, a full-stack operations and 3PL partner acquired in 2024. Alongside running Endless Commerce, she leads Hologram Capital, where she specializes in turning around distressed consumer brands with strong fundamentals but structural challenges.Whether rebuilding underperforming brands or designing the tech stack she wished existed, Samantha focuses on enabling commerce teams to grow beyond DTC into wholesale, retail, and omnichannel with confidence. She offers a playbook for founders who want to scale without losing operational grip, and a framework for tech partners who want to plug into brands at pivotal moments of inflection.In This Conversation We Discuss:[00:42] Intro[00:59] Building software from firsthand founder struggle[01:45] Solving problems with curiosity and play[03:13] Validating ideas with zero market research[06:42] Executing better instead of chasing new ideas[07:45] Turning demand into a real business plan[09:26] Developing software to solve real-life habits[10:24] Electric Eye, Social Snowball, Portless, Reach & Zamp[16:46] Differentiating in a commodity-driven market[17:23] Building with no modern Ecommerce tools[19:11] Navigating growth without today's tech stack[19:45] Going omnichannel to build retail resilience[23:31] Boosting perceived value with smart bundles[24:12] Shifting from operator to tech builder post-exit[25:31] Reinvesting in brands that need a second life[27:30] Building features from real-world friction[29:28] Avoiding early over-specialization in teams[33:47] Explaining the rebundling era of commerce stacksResources:Subscribe to Honest Ecommerce on YoutubeModular, AI-powered commerceOS endlesscommerce.com/Follow Samantha Rose samantharose.co/  Schedule an intro call with one of our experts electriceye.io/connectDrive revenue through affiliates & referrals socialsnowball.io/honestRevolutionize your inventory and fulfillment process portless.com/Level up your global sales withreach.com/honest  Fully managed sales tax solution for Ecommerce brands zamp.com/honestIf you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Running a digital business doesn't have to feel like a three-ring circus. In this episode, I'm tell you the exact tools I use to automate, streamline, and scale my business. Whether you're drowning in tabs or dreaming of more ease in your systems, this tech stack breakdown will show you how to build a business that runs smoothly behind the scenes. 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/my-tech-stack-for-automating-organizing-and-growing-my-business  

Topics covered in this episode: Making PyPI's test suite 81% faster People aren't talking enough about how most of OpenAI's tech stack runs on Python PyCon Talks on YouTube Optimizing Python Import Performance Extras Joke Watch on YouTube About the show Sponsored by Digital Ocean: pythonbytes.fm/digitalocean-gen-ai Use code DO4BYTES and get $200 in free credit Connect with the hosts Michael: @mkennedy@fosstodon.org / @mkennedy.codes (bsky) Brian: @brianokken@fosstodon.org / @brianokken.bsky.social Show: @pythonbytes@fosstodon.org / @pythonbytes.fm (bsky) Join us on YouTube at pythonbytes.fm/live to be part of the audience. Usually Monday at 10am PT. Older video versions available there too. Finally, if you want an artisanal, hand-crafted digest of every week of the show notes in email form? Add your name and email to our friends of the show list, we'll never share it. Brian #1: Making PyPI's test suite 81% faster Alexis Challande The PyPI backend is a project called Warehouse It's tested with pytest, and it's a large project, thousands of tests. Steps for speedup Parallelizing test execution with pytest-xdist 67% time reduction --numprocesses=auto allows for using all cores DB isolation - cool example of how to config postgress to give each test worker it's on db They used pytest-sugar to help with visualization, as xdist defaults to quite terse output Use Python 3.12's sys.monitoring to speed up coverage instrumentation 53% time reduction Nice example of using COVERAGE_CORE=sysmon Optimize test discovery Always use testpaths Sped up collection time. 66% reduction (collection was 10% of time) Not a huge savings, but it's 1 line of config Eliminate unnecessary imports Use python -X importtime Examine dependencies not used in testing. Their example: ddtrace A tool they use in production, but it also has a couple pytest plugins included Those plugins caused ddtrace to get imported Using -p:no ddtrace turns off the plugin bits Notes from Brian: I often get questions about if pytest is useful for large projects. Short answer: Yes! Longer answer: But you'll probably want to speed it up I need to extend this article with a general purpose “speeding up pytest” post or series. -p:no can also be used to turn off any plugin, even builtin ones. Examples include nice to have developer focused pytest plugins that may not be necessary in CI CI reporting plugins that aren't needed by devs running tests locally Michael #2: People aren't talking enough about how most of OpenAI's tech stack runs on Python Original article: Building, launching, and scaling ChatGPT Images Tech stack: The technology choices behind the product are surprisingly simple; dare I say, pragmatic! Python: most of the product's code is written in this language. FastAPI: the Python framework used for building APIs quickly, using standard Python type hints. As the name suggests, FastAPI's strength is that it takes less effort to create functional, production-ready APIs to be consumed by other services. C: for parts of the code that need to be highly optimized, the team uses the lower-level C programming language Temporal: used for asynchronous workflows and operations inside OpenAI. Temporal is a neat workflow solution that makes multi-step workflows reliable even when individual steps crash, without much effort by developers. It's particularly useful for longer-running workflows like image generation at scale Michael #3: PyCon Talks on YouTube Some talks that jumped out to me: Keynote by Cory Doctorow 503 days working full-time on FOSS: lessons learned Going From Notebooks to Scalable Systems And my Talk Python conversation around it. (edited episode pending) Unlearning SQL The Most Bizarre Software Bugs in History The PyArrow revolution in Pandas And my Talk Python episode about it. What they don't tell you about building a JIT compiler for CPython And my Talk Python conversation around it (edited episode pending) Design Pressure: The Invisible Hand That Shapes Your Code Marimo: A Notebook that "Compiles" Python for Reproducibility and Reusability And my Talk Python episode about it. GPU Programming in Pure Python And my Talk Python conversation around it (edited episode pending) Scaling the Mountain: A Framework for Tackling Large-Scale Tech Debt Brian #4: Optimizing Python Import Performance Mostly pay attention to #'s 1-3 This is related to speeding up a test suite, speeding up necessary imports. Finding what's slow Use python -X importtime

What happens when you pause, sunset, phase out, bless + release everything that's draining your life force? More joy. More prosperity. More clarity.  This episode is a full download of Danielle's Stop Doing List—two years of deep renovation inside her business and life—and how those decisions brought in more success and alignment than ever.  From saying goodbye to platforms, programs and partnerships that didn't vibe… To completely overhauling the editorial process to bring in more creativity and collaboration… To scrubbing a 220,000 person email list down to 65,000 loving, active subscribers… To shifting from hustle-mode launches to always-open invitations… And so much more. This is the companion episode to “I Stopped Obsessing Over Rapid Financial Growth. Here's Why…”  It's not about doing more. It's about doing what matters—and having the courage to stop what doesn't. MENTIONED IN THIS EPISODE: I Stopped Obsessing Over Rapid Financial Growth. Here's Why. LISTEN | READ The Fire Starter Sessions (audio version) Infusion Sessions—High-ticket, high-value 1:1 business mentoring with Danielle The Archives: Read on Substack Join The Heart Centered Collective for just $7/month Take the free Stressed to Blessed Quiz