Podcasts about Upselling

Most brands treat their subscriber portal like a settings page. Turns out, it's actually their highest-risk revenue moment — 70% of subscribers who log in are there to cancel, skip, or bail. Piyush Jain, CEO of Loop Subscriptions, has the data from 1,900+ D2C brands to prove it, and the playbook to stop it.Inside the episode:How OSEA Malibu cut churn from 10% to 5% without offering a single discount — using a free travel kit timed to the exact order where most subscribers were dropping offThe "Mystery Reward" pop-up that intercepts high-intent cancellations in real time — and reduces churn by another 23% for brands using itWhy 20–25% of cancellations happen within days of your upcoming order email — and how Four Sigmatic engineered a 40% save rate on their cancellation flowHow Good Protein drives 25% of total subscription revenue from upsells — and why second-order subscribers are worth 2x more than first-order onesNon-traditional subscription plays for brands outside consumables: from air purifier filter programs to digital membership add-ons—Sponsored by OMG Commerce - go to https://www.omgcommerce.com/contact and request your FREE strategy session today!—Chapters: [00:00] Intro — Mystery Rewards & The Portal Churn Problem[00:22] Show Introduction & Guest Welcome — Piyush Jain of Loop Subscriptions[02:29] Why 70% of Portal Visitors Want to Cancel or Skip[04:09] Case Study: OSEA Malibu Cuts Churn in Half With Gift Rewards[06:59] Mystery Rewards — Gamifying the Portal for High-Risk Subscribers[10:55] Streaks & Loyalty Gamification — The Duolingo-Inspired Approach[14:22] Zero-Day Churn — When Customers Subscribe Just for the Discount[19:43] Cancellation Flows — How FourSigmatic Saves 40% of Cancellations[21:42] Increasing Product Consumption to Reduce Churn[25:03] Second-Order Subscribers — Why They're 2X More Valuable[29:13] Upselling as a Zero-CAC Revenue Channel — The Good Protein Story[34:20] Non-Traditional Subscriptions — Air Purifiers, Shoes & Digital Memberships[39:07] How to Increase Subscription Take Rate on the PDP[42:42] Wrap-Up & How to Connect With Loop Subscriptions—Connect With Brett: LinkedIn: https://www.linkedin.com/in/thebrettcurry/ YouTube: https://www.youtube.com/channel/UCQmbMwBW8LYDfFAqNqlgTGw Website: https://www.omgcommerce.com/ Request a Free Strategy Session: https://www.omgcommerce.com/contactRelevant Links: Piyush's LinkedIn: /piyush-jn/Past guests on eCommerce Evolution include Ezra Firestone, Steve Chou, Drew Sanocki, Jacques Spitzer, Jeremy Horowitz, Ryan Moran, Sean Frank, Andrew Youderian, Ryan McKenzie, Joseph Wilkins, Cody Wittick, Miki Agrawal, Justin Brooke, Nish Samantray, Kurt Elster, John Parkes, Chris Mercer, Rabah Rahil, Bear Handlon, JC Hite, Frederick Vallaeys, Preston Rutherford, Anthony Mink, Bill D'Allessandro, Stephane Colleu, Jeff Oxford, Bryan Porter and more

Brent Peterson sits down with Michelle Donnelly, Chief Revenue Officer at Crescendo, to explore how AI-native customer experience solutions are transforming the way brands interact with their customers. The conversation covers everything from autonomous digital agents to the critical role humans still play in customer support. Michelle brings a wealth of experience from her time at Salesforce and the AI chip industry, and she shares fascinating real-world examples of how Crescendo's approach is turning traditional cost centers into profit centers. If you care about customer experience, this episode deserves your full attention.Key TakeawaysAI agents must work seamlessly with human agents. A digital-only approach without a human fallback creates frustrating loops that drive customers away.Customer support is becoming a revenue channel. By combining personalization, memory, and business context, AI agents can turn a simple support interaction into an upsell opportunity.Speed to value matters. Crescendo deploys in under four weeks, a dramatic improvement over traditional SaaS implementations that can take months.Outcome-based pricing changes the game. Rather than selling seats, Crescendo charges based on outcomes, aligning their success with the customer's success.Multimodal interactions let customers choose. Whether through chat, voice, WhatsApp, or email, the customer decides how they want to engage, and the AI adapts accordingly.Quality assurance reveals powerful patterns. Analyzing interactions across the customer base surfaces product issues and opportunities that brands would otherwise miss.Knowledge bases improve over time. The AI learns from every interaction and actually enhances the brand's existing knowledge base rather than relying on static content.Chapters00:00 Introduction to Crescendo and Michelle's Journey03:53 The Role of AI in Customer Experience09:30 Seamless Integration of Digital and Human Agents15:02 Multimodal Customer Interactions18:52 Quality Assurance and Content Relevance22:26 Transforming Customer Support into Profit Centers28:22 Democratizing AI for All BusinessesConnect with Michelle on LinkedIn:https://www.linkedin.com/in/michelledonnelly/https://www.linkedin.com/company/crescendocx/

Allianz MaklerPodcast:InhalteTrack 1 – ThemenüberblickTrack 2 – Firmenhaftpflicht - 01:13Track 3 – News - 10:51Track 4 – Smalltalkservice - 14:16Die vierte MaklerPodcast-Folge dieses Jahr hat folgende Inhalte zu bieten:Die MidCorp-Haftpflichtprodukte wurden umfassend weiterentwickelt –höhere Deckungssummen, verbesserte Leistungen speziell für produzierende Betriebe und deutlich effizientere Prozesse. Thomas Wright, Leiter MidCorp Haftpflicht erklärt, was sich konkret geändert hat und welches Potenzial für Upselling und Cross-Selling im Bestand steckt.Außerdem haben wir in den News eine Seiten-Empfehlung für Kapitalmarktinfos und die wichtigsten Infos in Kürze zum Altersvorsorgereformgesetz.Es lohnt sich also reinzuhören! Hosted on Acast. See acast.com/privacy for more information.

In too many cafes we find staff trained only in the areas they work in with minimal to no knowledge or understanding in other parts of the business. This derails a cafes growth and effectiveness. Staff in the front are not equipped to speak with understanding and confidence to customers and those those who work in the back or in production areas are isolated from the up-steam results of their work.  Today on Shift Break we will be talking about why cross training staff is the way forward for fostering understanding between departments, effective sales and hospitality, and a deeper bench of talent to draw from across your employees. This is especially important for FOH staff as they are the ones representing all you offer to the customer.    Sign up for 1:1 CONSULTING AND COACHING If you are a cafe owner and want to work one on one with me to bring your shop to its next level and help bring you joy and freedom in the process then email chris@keystothshop.com OR... book a free call now to talk about working together https://calendly.com/chrisdeferio/30min  Related Episodes: 424: Developing Menu and Hospitality Guides Taste the Rainbow! : Menu knowledge, tasting, flavor, coffee cupping approach to your offerings Taste the Rainbow! : Menu knowledge, tasting, flavor, coffee cupping approach to your offerings 582: Maximizing Existing Opportunities in Your Cafe The Key to Up-Selling 583: Unifying Teams Across Multiple Cafes SHIFT BREAK! How to Have Healthy Communication Between your Cafe's Departments

Rylan Foltz went from JP Morgan analyst to independent wealth advisor to co-founding WealthFeed — a marketing and prospecting platform helping financial advisors find better clients faster using predictive analytics and behavioral data. In this episode, Rylan walks through the full arc of that journey and unpacks the strategic decisions that took WealthFeed from zero to thousands of advisors in just two years.Jeff and Rylan dig into why the wealth management industry is so underserved by marketing technology, the power of building bottom-up before going enterprise, how to make a SaaS product genuinely sticky in a regulated industry, and why your distribution moat matters more than your product moat in an era where anyone can spin up a competing product overnight.Whether you're a first-time founder trying to crack product-market fit, or a scaling SaaS leader thinking through enterprise sales cycles, pricing strategy, and team-building, this episode delivers actionable insight on all fronts.Key Takeaways3:47 — The Origin of WealthFeed Rylan realized as a practicing advisor that organic growth was the hardest part of the job — and that the wealth management industry had almost no structured approach to marketing. That gap became the business.6:15 — Why Finance Is Marketing's Last Frontier Advisors can name the big firms but not their local competitors. The industry is dominated by aging, lifestyle-mode advisors who stopped teaching growth tactics — leaving a giant opportunity for a niche marketing platform.10:39 — What's Old Is New Again WealthFeed offers machine-written handwritten notes that look like wedding invitations. In a world saturated with digital communication, old-school physical outreach is standing out again.11:22 — Stop Thinking Leads, Start Building Assets Advisors shouldn't buy leads — they should build a database audience the way Budweiser buys Super Bowl ads: consistent, compounding, ROI over time.13:01 — Niche Marketing Builds Trust Generic messaging ("I help with retirement planning") signals you don't know your prospect. Hyper-specific messaging ("I work exclusively with SaaS co-founders on RSUs and equity comp") creates immediate trust and relevance.14:12 — The All-in-One Platform Advantage WealthFeed layers CRM, outbound marketing (LinkedIn, email, direct mail, handwritten notes), and proprietary data into one workflow — so advisors don't stitch together five point solutions.17:41 — Simplicity Over Power at Launch Early on, feature overload slowed adoption. The lesson: launch with one compelling use case (for WealthFeed, inheritance lead data), get users in the door, then upsell from there.20:55 — Your Moat Is Your Distribution AI lets anyone copy a product in a weekend. What can't be copied overnight is your relationships, your user base, and the custom integrations you've built into a customer's workflow.25:03 — Bottom-Up Enterprise Strategy WealthFeed got traction by signing individual advisors first, letting the grassroots demand bubble up to management — which created enterprise deals without having to wait in long procurement queues.27:09 — Don't Hunt Elephants Until You Can Afford To Enterprise deals can drag for three years. Without revenue from individual and SMB customers, a startup can starve waiting for that one big contract to close.29:28 — Hybrid Pricing: Access Fee + Usage Credits Flat subscriptions don't work when one advisor sends 20,000 handwritten notes and another logs in once a month. A hybrid model lets you charge for scale without penalizing light users.31:28 — Price High, Discount Down Starting low and raising prices creates churn and resentment. Starting at a premium and offering a promotional discount sets expectations — customers know the real value from day one.33:19 — Balancing Founder Vision vs. Customer Feedback A 50/50 split: take customer input seriously, but don't become a yes-man. The most successful founders — especially those who've lived the problem — trust their forward vision even when customers can't yet see it.35:59 — Build Infrastructure Before You're Drowning WealthFeed hired sales, dev, and customer success earlier than felt necessary. That foundation is now why their customer success "outperforms anyone else in the industry."38:30 — Flatten the Org to Connect Dev and Customer Tech teams that never see how the product is used build the wrong things. WealthFeed has engineers sit in on sales calls so they understand why features matter, not just what to build.39:45 — Let Compliance Work With You, Not Against You Instead of pitching firms on new compliance workflows, WealthFeed integrates into whatever compliance process already exists — dramatically speeding up enterprise approvals.Tweetable Quotes"Your moat is your distribution. Go-to-market has gotten extremely valuable because you could almost create the product overnight." — Rylan Foltz"Stop thinking about leads. Start thinking about building an audience, a database, an asset for life." — Rylan Foltz"No one wants a generalist. Everyone wants the best knee surgeon in the country. As an advisor, you've got to become really niche-focused." — Rylan Foltz"Start your pricing high. You can always discount down. It's really hard to raise prices." — Rylan Foltz"It's easier to sell one flavor of ice cream and say it's the best than to offer 32 flavors and create option overload." — Rylan Foltz"What's old is new. Everything shifted to digital, so old-school processes are how you stand out now." — Rylan Foltz"You'll be most successful solving a problem you personally went through. It comes across in your sales, your fundraising, everything." — Rylan Foltz"Don't get too caught up in enterprise until you build up the user base. Get revenue first, then you can afford to chase the elephants." — Rylan FoltzSaaS Leadership Lessons1. Niche down relentlessly — and mean it. Rylan didn't just say "we focus on financial advisors." WealthFeed built every feature, every data layer, and every compliance workflow around that single ICP. The more specific your niche, the stronger your trust signal, the better your retention, and the harder you are to displace. Generalist products get commoditized. Specialists get embedded.2. Distribution is the real product. In a world where a working SaaS product can be replicated in a weekend, your go-to-market is your most defensible asset. Relationships, user base saturation within target firms, custom integrations, and compliance workflow ownership are what prevent a competitor from walking in and saying "we do the same thing." Build distribution as intentionally as you build product.3. Start simple — layer complexity after adoption. Feature-rich doesn't mean better. WealthFeed launched with one use case (inheritance lead data) and expanded from there. Getting a user in the door on one powerful idea is vastly easier than selling a full platform. Upselling to an existing user is far more efficient than converting a prospect who's overwhelmed at first glance.4. Build your team infrastructure earlier than you think you need it. Founders often hire only when they're already underwater. Rylan and his team built out sales, dev, and customer success before they felt the pressure — and that head start compounded into top-tier customer outcomes. Infrastructure built under stress tends to crack. Infrastructure built with intention scales.5. Price to your value, then offer strategic discounts. Starting low might feel like a growth hack, but it sets a price anchor that's almost impossible to raise without friction. Starting at a premium gives you room to discount strategically, run promos, and still maintain perceived value. Customers who came in knowing the "real" price won't balk at renewal the way customers who got a surprise price hike will.6. Close the gap between your builders and your buyers. One of WealthFeed's most impactful structural choices: having engineers sit in on sales calls. When the people building the product understand how it's actually used — and why it matters — they build better, faster, and with more empathy. Kill the wall between tech and go-to-market. Your roadmap will thank you.Guest Resourcesrylan@wealthfeed.comhttps://www.wealthfeed.com/https://www.linkedin.com/in/rylanfolts/Episode SponsorThe Futureproof Series - https://www.youtube.com/playlist?list=PLfkXKUPZ5xuOqMPR7_gzGybncTtavyR1NThe Captain's KeysSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code ‘SaaSFuel'Champion Leadership Group –

If you want to increase revenue, upselling and cross-selling can help. So what’s the difference? Upselling means selling a better or a higher priced version of the thing that they’re looking at. Whereas cross-selling is making a recommendation of something that’s compatible. David: Hi, and welcome to the podcast. In today’s episode, co-host Jay McFarland and I will be discussing the topic of upselling and cross-selling. Are you doing it? Welcome back, Jay Jay: Yeah, hey, thank you, David. Listen, have these bad memories when I was a kid and I was working in a fast food place and the manager was always pressing me, “ask them if they want a Coke, ask them if they want fries.” And I got to a point where it’s hard to upsell and I think this has grown into my adulthood. You know, I just barely got the sale and now I’m asking them for more. It’s not an easy thing to do for people. David: You know, it’s interesting you should mention the fast food example because it’s the perfect example. It’s the one that everyone can relate to. “You want fries with that?” Jay: Yeah. David: Or the shortened version that you hear a lot of times, “want fries with that,” as the four word upsell. And it works extremely successfully for people in that sort of industry. Because it makes sense. Somebody’s coming in, they’re ordering whatever, a burger or something, or they’re ordering a burger and a drink, “want fries with that” makes perfect sense. And some percentage of time they’re going to say yes. And whether that is 1% of the time or 80% of the time, it’s probably maybe 30 to 60% of the time, I would guess, they’re going to say yes. Because it’s like, “oh, all right, sure. Why not? I’m already here.” Jay: Yeah. David: And you hit on a great point, which is that we can feel funny about upselling, if we feel like the purpose is to simply get more money out of a person. If it feels like it’s completely one-sided, if it feels like it’s manipulative, then we’re not going to want to do it. So I personally believe that the times that we should upsell and cross-sell are the times when we truly believe that we have an additional solution that is going to be better for them. Now, in the fast food example, are french fries better for you on top of the Coke and the hamburger? Jay: Yes! David: Probably not from a, health level, but certainly from a satisfaction level, yeah, it’s better. People are likely to want that. But in business, if you’re selling something, and somebody comes to you and they have something very specific they want to buy, and you have something that would be complimentary to that, or something that would go with that really well and would increase the value to the buyer, then you kind of owe it to them to at least ask them if they’re interested in that. Jay: Mm, I love that. I love that idea that if you are feeling uncomfortable, maybe you should ask yourself why. And how do you feel about your product? Are you really providing a value to them or are you just trying to sell something and get a paycheck, right? And I think we all have to ask that question about our own careers and what we’re doing and what we’re selling. But, you know, if you can just feel great that what you’re providing them is going to improve their situation, then you’re just passionate about what you’re doing and that’s going to come through. David: Yeah. So when you are talking to somebody like that, if you’ve got something that is actually going to be a benefit to them, if it’s going to help them, then it’s a lot easier to do it. So that really just boils down to motives. What is the motive? And unfortunately, I think sometimes managers, like in the situation you described in the fast food restaurant, the manager says, “just do this. Ask them if they want this. Push it, push it, push it. Sell, sell, sell.” When instead, if the manager had said to you, Hey, listen, when people come in here, they’re hungry. They want something good. You know, they’ve ordered this, they’ve ordered that other thing, so they might want it and maybe they didn’t think of it. You might want to suggest that. Maybe they want dessert, maybe they want an apple pie at the end, right? Jay: Mm-hmm. David: Apple pie. I’m saying yes to an apple pie, right? And if you don’t ask, you don’t get, and it’s very easy for them to say no. Now, there are situations, and I’ve heard it referred to, particularly in online situations, where there are online upsells where you buy something and then it asks you if you want to buy this and you want to buy that and you want to buy this. Yeah, I’ve heard people refer to that as upsell hell. Now, if you get somebody involved in that, then that’s not good. But if you make a recommendation that makes sense for them, then I think there’s absolutely nothing wrong with that. Jay: Yeah, absolutely. I also have heard this, you know, back to the fast food example, when the person who’s embarrassed to do it, they say, my manager wants me to ask you if you, and I’m like, oh, that’s just the worst situation. But I think, you know, I’ve also had like servers say, ” you should try this because it’s really good.” David: Yeah. Jay: And that’s different, right? That doesn’t sound like an upsell. That doesn’t feel like an upsell. So how you go about it, and are you passionate about it? Do you really believe that? David: Right. Jay: That makes all the difference. David: When my son was traveling, he was in Italy with some of his friends and they went out for dinner one night and they went into this restaurant and the waiter was very happy to see them. Americans there to spend money, and the waiter came over to take for order and one of the guys ordered chicken and he said, “no, no, no, no. You don’t want the chicken. It’s terrible here, get the steak,” right? Now there’s an example of an upsell, I guess. Jay: Yeah, David: Upsold them from the chicken to the steak. The steak was a lot more expensive. Was the chicken there really terrible? I have no idea. But he presented it in a way that made them think, all right, I’ll get the steak. And it was entertaining, too. So I think there are ways of engaging in this type of behavior where if it’s not manipulative, and it actually gets them a better result than you might as well do it. You know, another thing I think that people should consider is that when it comes to upsells and cross cells, it’s not something that always just has to take place at the immediate point of purchase. I mean, obviously that’s a great time to do it, but if someone buys something from you… in the promotional products industry, I mean the, examples are kind of easy. Somebody buys t-shirts or sweatshirts, “want caps with that,” right? Would be the equivalent of french fries. And you can ask and they can say yes or they can say no, whatever it is. But if you don’t do it at the point of sale, you could contact them back maybe a few weeks, a month later. Hey, I just wanted to let you know we just got this new product in. I think it would go perfectly with those shirts you got. Would you be interested in having a look at that? Right? And that’s an example of an upsell or a cross-sell that could take place later. So it’s not like, If you didn’t do it the first time, you can never do it again. There are plenty of opportunities to do that throughout the sales cycle. Jay: Yeah, I agree. And the other thing, I’ve seen some research and it’s something that I’ve implemented that has helped me get over the upsell thing, is that research that I’ve seen shows that the time when people are most willing to spend more with you is when they just spent with you. And that seems counterintuitive, right? Like, I just got this money out of you. You just spent money and you’re willing to spend more. That doesn’t feel exactly right. David: Yeah, but again, if you go back to the fast food example, it does make perfect sense. I’m getting this and I’m getting that. Do I want this too? Yeah, sure, why not? So there is that aspect of it. Now, outside the fast food example, it might not be quite as obvious and there might not be as much of a connection. But once again, I think if we get beyond the idea of selling product, and we get more into the idea of satisfying the customer, what is the customer looking to get from this experience? So in a promotional products example, am I looking to buy shirts? Not so much. I’m looking to buy awareness of my business. Maybe I’m looking to have people wear this thing and have people see it and recognize my business. Perhaps I’m looking for a sense of affinity, that the people who wear it feel good about my company. So there are very deep things that I could be looking for in this purchase. And so if I’m able to connect my additional recommendations, my upsells and my cross cells to those types of things, the things that motivated them to want to do it in the first place, then they’re going to be a lot more likely to say yes. But they’re also going to be a lot more likely to appreciate the fact that you thought about what they actually want and you’re trying to deliver it to them. Jay: Yeah, and then you’re avoiding that salesperson feeling and you’re more like a consultant, as we’ve talked about so many times in these podcasts. I think the other thing that you have to remember, just from a pure business standpoint, we talk about customer acquisition costs a lot, and if you can upsell somebody, That’s product on top of your initial acquisition cost. And then if you can cross-sell them, take your existing lead database and cross-sell them into other products, that by far is a better way to do business than constantly having to find new customers and always paying that cost to get those new customers in the door. David: Yeah, absolutely. One of the other things that we’ve done in our training is also suggesting to salespeople that when they’re recommending a product to the customer, you don’t always have to recommend the lowest priced option. Now, there are a lot of customers who are like, I just want the cheapest, I want the cheapest thing. But a lot of times the cheapest thing is not the best option. It’s going to fall apart, or the logos are going to rub off, or it’s not going to be the best thing. So another thing we can do, and this isn’t really related to upselling or cross-selling, but one of the things you can do is you can start out offering something that has a higher value that is a, a better product, a more high-end product, and let them say to you, “no, I want something cheaper.” Right? Because if you don’t do that, and you’re successful in selling them the cheapest thing, congratulations. You could have had this better sale and the customer could have had a better product. So that’s, as I said, not directly related to upselling and cross selling, but when you’re thinking in terms of, “well, what would I do or what would I like?” A lot of times we are more sensitive about other people’s money than they are. And we’re more likely to recommend something that’s cheap, just for the sake of getting the sale, rather than thinking what’s going to serve this person best in terms of what they’re looking to accomplish. Jay: Yeah, I think that’s a great line, that we’re more concerned about their money than they are. Again, looking at research and looking at our own behavior, I think sometimes we feel that if it costs more, it’s going to be better. If it’s cheap, it’s going to be worse. So oftentimes charging a premium, or at least giving them that option, makes them feel like they’re getting something of value. And I’ve seen situations where people didn’t sell very much of a product at a really low price point. So what did they do? Instead of lowering it, they raised it and it actually brought in more sales. There’s a lot of psychology involved in this, but it’s absolutely true and I think the bottom line, if you don’t ask, it’s not going to happen, right? David: Yeah. And also just to clarify real quickly, because we didn’t do this upfront, when I think in terms of upselling versus cross-selling, what’s the difference? Upselling to me means selling a better or a higher priced version of the thing that they’re looking at. Whereas cross-selling is making a recommendation of something that’s compatible. So the hamburger to french fries, that would be more of a cross-sell. An upsell would be upselling from a hamburger to a Big Mac, right? Jay: Mm-hmm. David: So you’re getting a bigger, better version of the thing that they were looking at. And so again, we’re talking about this in industries where people are selling, not just behind the counter taking orders. So when you think about that, if somebody is looking at investing in whatever t-shirts, well, maybe they would like to get the heavyweight, hundred percent cotton rather than the promotional weight 50/50. Maybe they would like to get multiple colors on there, that type of thing. That would be an upsell. Whereas a cross sell would be, you know, want caps, that type of thing. Jay: Yeah. Yeah. And just talking about promotional products, I can tell a difference when it’s a nice shirt or when it’s just like the cheapest. And so that’s some way that I could use to upsell somebody. Because if you’re putting your name and your logo on it, and it’s not very good quality, you’re sending a message, right? And so that’s a way that I think you can help people understand that it’s important that they consider those types of things. David: Yes. And one thing that you will find out for sure is that if you’re selling promotional products and you sell something cheap to a customer and they buy it and it’s not good, they’re not going to blame themselves. They’re going to say, why did you sell me this shirt? Well, you told me you wanted something cheap. Well, not that cheap. Not so cheap that it is going to be terrible. Oh, I didn’t know. Right? So… Jay: That goes back to the don’t buy the chicken, it’s terrible. Get the steak. Right? David: Exactly. Yeah. Jay: Yeah. Which again, great example, because if I heard that, I’m like, wow, this person cares about me. I’m not thinking, wow, this person wants me to spend more money, right? So it’s all in the attitude and how you convey it. David: Yeah. Jay: All right. How do people find out more? David: Well, you can go to TopSecrets.com/call to schedule a call with myself or my team. We would be happy to walk you through this stuff. If you’re struggling to increase the average value of your orders, if you’re struggling to bring more customers through the door, or you just need somebody to talk to about how to make things better in your business, TopSecrets.com/call, we would love to have that conversation with you. Jay: Well, and I love our conversations, David. Thank you so much for your time today. David: Thank you, Jay. Are You Ready to Integrate Upsells & Cross-Sells to Increase Value and Help Customers? If so, check out a few ways we can help: Just Getting Started? If you (or someone on your team) is just getting started in promotional product sales, learn how we can help. Ready to Grow & Scale Your Business Fast? If you're an established distributor serious about growing your sales and profits now, check out this case study and schedule a call with our team. Need EQP/Preferential Pricing? If you're an established distributor doing a decent volume of sales, click here to get End Quantity Pricing from many of the top supplier lines in the promo industry.

In this episode, Cody is joined once again by longtime Virtual GM Malissa Baum to tackle one of the most important — and often misunderstood — topics in hospitality today: OTA dependence.OTAs like Expedia, Booking.com, and Airbnb absolutely provide value. They help hotels gain visibility, drive occupancy, and compete in crowded markets. But when properties become too dependent on third-party bookings, the hidden costs can quietly erode profitability, guest loyalty, and long-term brand value.

Damian Bush felt fit, coached footy, hit the gym, and weighed 80kg. Then a routine check found his resting heart rate sitting at 137 and he was in emergency heart surgery the next day.Damian has been a Jim's Mowing franchisee in Tasmania for nearly 10 years and supports the Tassie network alongside running his own crew. He joins Joel on the Jim's Mowing podcast to share the health scare that nearly took him out, and the business systems that kept his income running while he recovered.The conversation covers why franchisees service their machines but neglect themselves, the income protection gap most operators have no idea about, and how Damian turned every Tasmanian customer into a fortnightly retainer across all four seasons. Damian also breaks down the personal brand standards he runs his business by, how one local franchisee got 18 five-star Google reviews in two weeks, and why sponsoring local sport teams and raffle prizes still outperforms digital ads for long-term franchisees.If you run a service business or you are looking at a Jim's franchise, this one is worth your time.0:00 Diversifying services and winter upsells0:45 Meet Damian Bush, Tasmania franchisee1:10 The health scare that changed everything3:14 A resting heart rate of 137 with no symptoms6:23 Why franchisees skip their own check-ups9:25 Income protection and personal cover12:11 Diversifying into a full-garden retainer model14:24 How to get off Jim's leads and build referrals19:07 Personal brand standards every franchisee needs22:30 Setting your own non-negotiable standards24:34 Upselling, networking, and Google My Business33:00 Why one franchisee gets requested by name38:16 The 30 doors a day local marketing tactic40:21 Sponsoring sport teams and raffle prizes46:31 Building referrals through community trust

Spring is here, and this is the season where businesses either gain momentum or get left behind. In this episode of The Side Hustle Squad Podcast, Mike talks about real-world strategies for getting more customers during the spring rush. From branding and wrapped trucks to Google reviews, upselling existing customers, face-to-face networking, and creating momentum in your local market, this episode is packed with practical ideas contractors can start using immediately. Mike also breaks down why the fastest-growing companies don't sit around waiting for leads — they actively hunt for opportunities every single day. Topics include: Getting more lawn care & fertilization customers Why branding matters Using Google reviews to grow Upselling your current client base Commercial property networking Spring marketing strategies Building momentum during peak season

Master the Microsoft co-sell evolution today. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/Check Out UPX:https://theultimatepartner.com/experience/ In this deep-dive panel discussion, industry experts Erin Figer, Erika Irby, and Reis Barrie celebrate the 10-year anniversary of the Microsoft Co-Sell program by dissecting its evolution from its 2016 inception to today's data-driven, outcome-focused landscape. The group explores the critical shift from transactional sales to modern, frictionless co-sell motions, emphasizing the importance of signals, intentionality, and building credibility with Microsoft field teams. Whether you are navigating the complexities of the marketplace, struggling with reseller enablement, or looking to integrate AI into your sales process, this conversation offers actionable insights to align your organization's go-to-market strategy with Microsoft's evolving priorities and achieve results. https://youtu.be/KV1MGSoyWbQ Key Takeaways Effective co-selling has shifted from autonomous, fragmented motions to a highly collaborative, data-driven approach essential for modern cloud GTM strategies. Credibility is the currency of partnership; without trust from vendors and customers, technical go-to-market motions will fail to produce long-term outcomes. The “REO” (Reseller Enablement Offering) model is an operational unlock for ISVs to go global and sell local without the friction of multi-party private offers. Integrating AI into CRM systems is vital for identifying total addressable market (TAM) signals and maintaining sales velocity. “Don’t automate a bad process” remains the cardinal rule; technology should be used to refine existing, successful motions, not to propagate inefficient ones. The human element—community, in-person events, and empathy—is a necessary differentiator in an increasingly digital, automated B2B landscape. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Microsoft Azure, Co-sell evolution, Hyperscaler strategy, SMB partner investment, Cloud Marketplace, Veeam GTM, Partner Center alignment, Channel enablement, REO, Cloud consumption, ISV scaling, Go-to-market optimization, Partner-led growth, Azure consumption, Channel friction reduction, Outcome-driven sales, Microsoft ecosystem, Revenue acceleration, Partner alignment. Transcript Erin Figer Panel For Cut Out [00:00:00] Vince Menzione: So when we, so, uh, this all started ’cause I was trying to figure out what was next when I left Microsoft and I had this woman who was doing work, actually starting the co-selling process when we first started doing co-selling. And she was working with one of our partners and she was working with my team when I was at Microsoft. [00:00:17] And then I said, this lady knows a lot about this stuff. So I reached out, I left Microsoft, I said, I think we can help each other. Like, I think we’re gonna, I got these companies that I spoke at Microsoft’s conference. They’re like, can you come help us out? And we teamed up. And, uh, we’ve been friends and doing fun stuff ever since. [00:00:34] And she’s spoken at just about every event in some capacity or another, whether it was on stage or a workshop. Aaron Feiger. And then, uh, I, I found, I also, through Aaron, I met this other gentleman who had another company and he was doing amazing work with ISVs or SDCs, uh, Reese Barry from Carve. And then, uh, when I think we started up the event, I mean, Erica Irby came to one of our first events and spoke on stage. [00:00:58] I was like, yeah, this. The person knows what she’s doing. So I’ve asked the three of them to come up and kind of round out and end the day, but all three of ’em have a tremendous, uh, background in this whole process of co-selling go to market strategies. And I thought you, you can, I’m just giving it over to the three of you. [00:01:17] Erin Figer: I we don’t need [00:01:18] Vince Menzione: a, you don’t needer you don’t need a clicker and you, you know what you’re all gonna be talking about. But these are some really smart people about how to partner with Microsoft. So, yeah. No, thank you for having us. [00:01:27] Erin Figer: Um, hello. Hello. I think this is on. All right. So actually we’re gonna do an exercise. [00:01:32] Um, I want everyone to close their eyes. Close your eyes. Close your eyes. All right. I want you to think back to January of 2016. What were you doing? Where were you in your career? What company were you working for? What was going on in your Microsoft partnership in January of 2016? Okay, Erica, what was happening for you? [00:01:59] Erika Irby: So, uh, is this on? Sorry, I cannot tell. Um, I was at Veeam for the first time. We had just launched our first, uh, endpoint backup, uh, product in April of the previous year because nobody knew what cloud was yet, and people were scared. So we had to launch that product. And we had a relationship with Microsoft in a sense that about 20% of our business sat on Hyper V. [00:02:25] That equated to about, I think like around 90 ish million dollars, which at the time was incredible for us. But to Microsoft was, you know, like, who are you guys again? And, um, we begged and begged to have any type of communication with them. Events. Funding nothing. We did not know what Azure consumption was. [00:02:43] We didn’t have any of that information. And if somebody would’ve told me at that time that nine years later we would sign a five year contract with them and have multiple products dedicated to Microsoft, I would’ve been like, y’all are bananas. [00:02:58] Erin Figer: Reese, what were you doing in January of 2016? [00:03:00] Reis Barrie: Uh, let’s see, Jan, 2016, I was moving from Orlando, Florida to Seattle, Washington, uh, sight unseen with no place to stay. [00:03:10] Uh, to take a job at a place called Microsoft or Consulting Gig, a place called Microsoft. Um, kicking off some of the cool motions that we’re, uh, we’re gonna talk about today, I think. [00:03:20] Erin Figer: Does anybody know the significance of January, 2016 in the audience? Any takers? It was the launch of Cosell officially for Microsoft. [00:03:31] Congratulations. We’re celebrating 10 years of officially. Problematizing how you connect with the Microsoft sales organization in a programmatic at scale way. And try to build meaningful relationships. And I have been helping partners since the inception of Microsoft’s Cosell program. Um, I was on the partner side, Reese was on the inside. [00:03:59] You were at a partner. So we have all seen the evolution of Cosell across all three hyperscalers launching, you know, their co-sell initiatives. So I just wanted to take a moment to recognize. I didn’t know how many people realized that it’s been 10 years, it’s 10 year anniversary. I think it’s a big milestone. [00:04:15] Huge. So. Yeah. Yeah. Well, we, you know, when they launched it, I went, I was consulting for a startup outta Boston and we were trying to get Microsoft’s attention, competitor to fame, and I went to the business development guy and said, uh, do you, did you just see this program that Microsoft launched? I think we should include this in our branding strategy and we should use co-sell as a way to get our brand out to Microsoft and be able to tell our story of who we are and what we’re doing and that we’re in their accounts and they don’t even know it. [00:04:55] ’cause we’re the startup out of Boston who switched over from AWS to Microsoft. And we did, and I put every single opportunity in the system I could for the first six months, which was the last six months of their fiscal year. We go to partner of the, we go to, what was it called? Them WPCI think at the time. [00:05:13] Mm-hmm. Uh, in Vegas. And Nasuni won wins like all four wards worldwide. US Education, healthcare Partner of the year because I put 117 deals in the system and then it seeded Na Sunni’s Marketing for the next two years. ’cause Microsoft gave them tons of money and attention and we were off to the races. [00:05:35] Right. And then it was, can you repeat that? And we went and repeated it with Red Hat and Rubrik and Nintex and Quest and. I don’t know, lots more. But it was, it’s been fun journey co-selling. And it’s interesting to see now, um, how we continue 10 years later to evolve co-sell. And so Erica, what were some of the takeaways you had today listening to the conversation about how co-sell, how you’re modernizing and co-sell is changing inside your organization, especially now being a boomerang. [00:06:08] Erika Irby: Yeah, well we call it a Veeam ring ’cause everything a veer ring, everything has to start with with Veeam. Well, one thing I was gonna comment on, I think I’m sitting here thinking how wild is it that back in the day we actually had to define that co-sell was an action that, that, you know, partners and vendors needed to take or, and different vendors and alliances. [00:06:25] I mean, now we can’t even imagine going to market without, you know, that, that attach. But at the time, we were just very autonomous and everybody sold their own product and it, it took like this actual motion, um, to get us working together. But now look at us. I mean, this community is incredible. And we can also see this by, and even when AGU was mentioning earlier, all the bosses he had in his room, I mean. [00:06:47] How many people like know each other. I mean, this is like part of that, that ecosystem. But today, um, a couple of things I took away, and by the way, we want a lot of interactions, so we’re going to kind of throw it back out at you guys. But for me, um, outcomes came up repeatedly that was mentioned multiple times about outcomes. [00:07:04] Um, speed with intentionality. I think that was super critical. We have to go to market. There has to be a sense of urgency, but if we’re not intentional, it’s like, what are we doing? It’s just like a big mess. Um, and then credibility. And this is something I think is super important, regardless of, um, all of our emotions, all of our go to market, all of the, the things that we do, if we are not credible or not building trust with our vendors, our, our co-partners, our customers, we will never be successful. [00:07:35] Um, so those are the three main things that I took away from, from everybody talking today. And I, I thought, I mean, to me personally, I thought those were pretty powerful. [00:07:42] Yeah. [00:07:42] Erika Irby: So we’d love to hear. [00:07:43] Erin Figer: Yeah. And I know Reese, you have been doing a lot around outcomes and changing kind of the cosal, um, intention. [00:07:54] Reis Barrie: Yeah. The, uh, the, just thinking back to today, like that was like such a, it was really a, a big key theme of today. Like everyone talked about, whether it’s pivot of, of sales, partnership, um, even when you’re talking about AI and some of the, the, uh. POC discussions. So the live like type of stuff, everything was centered around that narrative. [00:08:17] And so, um, and it’s the same with, it’s the same with partnerships. It’s the same with your co-sell motion, same with your benefits utilization, um, and the way you’re utilizing partnerships. And so that’s, that’s a huge, huge component of, um, what I also took away from today. Um, and then somebody, I think it was Mark who said it that I’m gonna, I’m gonna steal this because the, the whole, um. [00:08:40] Near and dear to my heart of like, don’t, don’t scale automate ai, A-I-F-I-A bad process. Like as someone who deals with like, for the most part, bad processes, like day in and day out, um, and trying to refine them and improve them. Like, that’s one of the first things that we, uh, that we talk to partners about when it comes to their partnership and, and the processes they have in place. [00:09:03] So those are like two really big, just takeaways from [00:09:06] Erin Figer: Yeah. Nice. So we’re here to learn from each other, right? Like this is an ultimate partner community of learning from each other. So I’d really love to hear from the audience, like what are some of the things you’re doing in your cloud? Go to market approach and co-selling that you’re trying out. [00:09:23] Either you tried it, you failed fast, you learned from that, that you can share those lessons learned or like what’s working and how are you changing to be more outcome driven in your cloud go to market, uh, approach. Any takers in wanting to experience share? Great. Give that man a mic. [00:09:50] Audience Member: The SMB investments. Um, these, these new, I don’t know what they are. I partner accelerators, PBAs, uh, there’s kind of something going on in the SMB space where it just seems like they’re coming outta the woodwork to come help. On deals. I’ve never seen Microsoft really embrace the customer that they, the way they have in SMB in the cos sells. [00:10:10] I’m not sure if anybody else is seen that, but seems to be working. It’s two things. One, you at Data 60 [00:10:22] America. [00:10:54] I think, I think part of the rarity there is that. Typically you wouldn’t get a seller attached, right? They’re unmanaged that they’re kind of in the nobody cares category, but, [00:11:06] um. So Microsoft made a huge investment in the distribution space saying we’re gonna lean on distribution to help enable our 165,000 indirect resellers that we have as a business. And part of that enablement goes back to field sales alignment. So there’s these roles, ca roles called um, partner Solutions Sellers, PS. [00:11:30] And so they’re aligned by, um, solutions architecture, if you will, for Microsoft. So, or cloud solution area, whatever the new term, modern work, uh, or, uh, AI work, AI workforce, um, data and ai. And so they are there to help support your deal. So it’s, it’s a huge investment and one that I would just can say continue to advocate for it if you’re seeing success with it, because I mean, we’re heading into FY 27 planning for Microsoft. [00:11:58] So. Like there, there could be role changes. So I would say if it, if it’s helpful, like make sure you’re talking positively about it. [00:12:05] Reis Barrie: Yeah, yeah. Just to, to your point, like I, I’d say like, um, in the last six to 12 months, like that’s been a, a thing that’s like we’ve to go back and like, I mean we manage a portfolio of a couple dozen, dozen partners at this point, and so we’ve had to go back and rewrite some of our playbooks, reeducate some of. [00:12:26] Uh, some of the partnership folks that we use because, um, historically you kind of get into this like void of, you’re in partner center, you’re picking, you know, account alignment and it’s not managed. And so it’s like, okay, I expect to do nothing with this deal on the Microsoft side from a co-sell standpoint. [00:12:42] Um, but that’s kind of, that’s changed quite a bit, um, in the last six months where, um, it’s not like a, it’s hard to create, it’s hard to create processes and dependence around it ’cause it’s not like a guarantee that you’ll get, you get engagement, but. Uh, you see more eng engagement, more on more and more deals. [00:12:58] Um, and so we’ve had to go back and work with some of our partners to rewrite some of our, uh, deal sharing playbooks to account for, uh, things like that, which is, it’s super cool to see, frankly, um, to see engagement on these, like predominantly. [00:13:12] Erin Figer: So in that motion. So first off, for the folks that are on the other side of this black curtain by the food station, if you guys could please stop the conversation. [00:13:19] It’s really hard to pay attention to what’s going on in this room. Um. Thank you. Thank [00:13:25] Erika Irby: you for saying that. [00:13:26] Erin Figer: That was a great, that was a great, that’s a great point. And what I wanna talk about next is like in order to kind of continue to evolve the playbooks and they’re changing and people are changing, and priorities are changing, what are some of the signals that you guys are using internally in your organization, whether you’re building or buying, um, but would love to learn from all of you. [00:13:46] What kind of signals are you looking at to help you continue to like co-innovate, co-sell, co-market? Um, in your go-to market strategies? [00:13:58] Audience Member: Yeah, [00:13:58] Erin Figer: please. Um, [00:14:00] Audience Member: well, I’m, I’m, we’re building everything from scratch right now because we’re brand is integration. [00:14:39] Like having our, our engineer be able to interact with product [00:14:43] Erin Figer: engineer. [00:14:50] I’m gonna pick on trend ’cause I had just spent last week with them and Sanjay, I think like what you guys are building internally, um, using signals, building it into an AI agent. To help you understand your tam, you wanna share a little bit. [00:15:06] Audience Member: Happy to, and I’ll disclose. The first thing I did was hire Aaron Feiger to run my co-sell operations, uh, for the, for the second time. [00:15:12] It’s [00:15:13] Erin Figer: nice to be a GDI again [00:15:14] Audience Member: for the second, so well planted. Um, but honestly, like I can’t have an environment where I fail my sellers, like this process has to be frictionless in co-sell and marketplace operations. Or I lose trust in my own house, let alone in my channel and in my customer base. So. Uh, building that strong foundation is like job number one. [00:15:34] I’ve been, I spent a decade at Trend. I’m back, uh, five weeks on the job now. Um, but I’d say we’ve built a multi hundred million dollar cloud marketplace business thinking highly transactional. And what we’re trying to pivot to is a highly dated driven approach where we can look at any cloud in any region around the world, figure out roughly how many accounts they have. [00:15:57] Figure out what those customers are spending and things that we can protect from a cybersecurity standpoint, knowing that four or 5% of that total spend will be spent on cybersecurity, doing an overlap of where I have existing customers in that drawing a tam, overlapping that with my incumbent partners to get the Venn diagram of like, where’s my sweet spot to move this forward? [00:16:18] And then where’s my blast radius? So when I sit down with a guy leading France, or a person leading healthcare. I can have a really specific opportunity about how to leverage my cloud partnerships to accelerate deals and expand growth in a very surgical, data-driven, propensity driven way. And it like totally changes the conversation. [00:16:40] And the other thing we’ve done because you get a lot of pushback and when you’re working with Microsoft, uh, I was chatting with a few folks today, like if you’re in cybersecurity, it’s not easy. They got a 25 billion ish dollars cybersecurity business. So you gotta find your swim lanes. And the dialogue I have now internally with my sellers is a major League baseball analogy, which is, if you play major league baseball and if you hit the ball 30% of the time, you’re gonna go to this little thing called the Hall of Fame, right? [00:17:07] If you bat 300, if you’re in sales and Microsoft, or Amazon or whoever helps you, 30% of the time, you’re gonna go to this thing called President’s Club. That’s the difference between sitting at home in Ohio and sitting with your beach. You know, your, your toes in the sand. So it’s, we’re really trying to change. [00:17:25] Uh, one of the first things I ask my team is, what’s our brand promise to our sales leaders and our sales team? And if you don’t know that answer, you got a fricking problem. So you gotta get that. What’s your Brene Brown would call it? What’s your North Star? What are your values? Whatcha are you gonna deliver? [00:17:38] Right? So you gotta get that right and then you gotta be relentless in making it frictionless. And then you gotta hire Aaron Fier to run your co-sell. [00:17:46] Erin Figer: Okay? Okay. And so, I mean, I think like that’s a trend that I’m seeing across the partners that I’ve been working with is how they’re using data and doing more data driven, um, decision making and getting to their TAM faster so that as they start to then look at this pathway of, okay, now I’m trying to go to market, what. [00:18:11] Programs does Microsoft have or my other partners have that I can use to move me down that path faster. But getting that tam and feeling more confident about it, like, this is the group, this is the subgroup that I’m gonna start with until I see something that says, oh, I need to deviate and do something different. [00:18:30] Um, so I’m definitely seeing that trend. Like what are you seeing, uh, what are you guys doing at Vem? [00:18:35] Erika Irby: Um, so a couple different things. So like you were saying, we, we do leverage, um, AI more, uh, recently for New Deal Reg, um, automation. And we lit, literally just launched it this week. So this is the week that it’s exciting until the, someone tries to use it for the first time and then for. [00:18:52] Um, so I can’t wait to see my emails later, but, um, it, it’s, we’re seeing like that, that that movement, which is, uh, definitely good for that. We have a task force internally for marketing, so trying to figure out how we’re gonna, um, you know, leverage that, uh, um, internally. And I think that Veeam, you know, they, they have been on the forefront of technology for, for a while. [00:19:12] You know, they were the first with the. Virtual backup and, you know, all these things, you know, really trying to be ahead of the thing, ahead of the game. But, um, one thing I, I, I love how many people brought up the intentionality and the mindfulness because I think sometimes we can easily. Put out a whole bunch of tools. [00:19:28] I love that you called out the point about the bad processes, um, because it actually, I think, can just create more confusion, more of a mess, and that, um, really mindfulness will be so much more beneficial, you know, down the road for your partners, for your customers, for everybody that has to, you know, do that interaction business with you. [00:19:47] I did wanna call out that I thought it was lovely that you had a positive comment about Microsoft. I dunno if I, [00:19:53] Audience Member: yeah, [00:19:53] Erika Irby: I like rarely hear that. So like, awesome. I hope that does get back to Microsoft. I hope that they do, um, continue that. I’m sure their SMB is quite a bit bigger than maybe others, but that is a massive install base for, for Veeam as well. [00:20:07] And even though we’re driving and trying to push into the enterprise, protecting that install base is just absolutely critical for success. [00:20:15] Erin Figer: What about you race? [00:20:17] Reis Barrie: So if I’m looking at like signals, I, I think. Uh, I’ll focus on too, I think you mentioned, uh, the, the cycles of change at Microsoft. Like it used to be an annual thing and now it’s like a, then it was a half base thing, and then it was a, now it’s a quarterly thing basically. [00:20:30] Um, but there’s also like, there’s, there’s big signals and small signals, and so annually we still get like that, like the, the, the guiding direction so that we can align. How we talk about ourselves, how we talk about our partnership, how, how we enable our sellers and whatnot. And then we got a lot of programmatic shifts from a, from a quarter to quarter standpoint. [00:20:50] Um, and so focusing on the, like these, um, these signals so we can align our, our messaging and our frameworks to align with, with, with our partnership, um, is, is one thing that’s, you know, super, super important to keep, keep tabs on. Um, and the second one, I’ll, I’ll give, you’ll. Mention is more on the cus sorry, uh, customer side, but like the seller enablement. [00:21:15] And so how is your, on the marketplace side, how, how are your sellers talking to your customers about marketplace? Um, are they, are they bringing up earlier in the, in the qualifying discussions of how does the customer prefer to buy? Um, are there fire drills with two weeks to go, um, till the, till the deal closes and now the customer wants to go marketplace and, and no one knows how to do it? [00:21:37] Um, seen that way too many times. Um, and so, but how, how, like studying kind of the, uh, maturity of our sales org to see well, like where, where, where is our, our, where are our sellers competent to have this marketplace discussion? Um, because I often relate, like, this is kinda a silly analogy, but I, I, simple stuff works really, really well with me. [00:22:00] But I like, have you ever been to a farmer’s market and you’re like nervous to buy something? ’cause you don’t know if they take credit card. [00:22:07] Audience Member: Yeah. [00:22:07] Reis Barrie: And so like to me, I’m like, okay, well, like it’s the same thing with Marketplace to me. And so like, it’s, it’s the same concept of you want your customer to be able to buy, they want the way that they would like to buy. [00:22:19] Um, and you want the person that they’re interacting with to be able to, um, facilitate that, that transaction in, in a way that feels frictionless. Yeah. Right. Uh, and so that’s a lot. Like, those are the kind of, the really two deep signals, um, that we, we look at a lot. [00:22:37] Erika Irby: I wanna make a comment on the marketplace. [00:22:38] So I don’t know if anybody else is experiencing this, you know, Veeam being an ISV, we have a really strong traditional, traditional channel motion. So, to your point about how sellers are, are managing the marketplace, to be totally honest, we struggle on, um, that, because right now it feels like a deal that goes to the marketplace is taken away from a reseller, and that reseller loses out then on that upfront margin and. [00:23:06] Um, there’s not a clean path necessarily for, you know, just because the, the deal happened there. They really, they still need to maintain that because they’re the one pri providing the services. And somebody had brought up earlier that, um, A SMB customer will never be successful without a partner. And I, I totally agree with that, but it’s like that part is missing. [00:23:26] So we almost need like a mindset change. In the channel where the marketplace is just a route to market and how the customer receives the product. It shouldn’t totally matter because at the end of the day, the, they still have to provide the services. It’s like, I could go to Home Depot and purchase a bunch of pipe for my house, but can I install it a thousand percent? [00:23:49] No. I would destroy my house. I used to have to have a plumber. So I think there’s, we could help our channel by changing that mindset, and at the same time, we, we need the marketplace owners to, to provide the benefits so that it is still very attractive for those traditional. Partners to, to push their customers there or else I, I think we’re just gonna constantly have that strife. [00:24:11] Erin Figer: Yeah. Does anyone in the audience, has anyone in the audience activated REO with Microsoft? You have? Yeah. So how’s it, like, how’s it going? Yeah, there’s Bump. Yeah. [00:24:32] Audience Member: How that shifts making people more effective in their roles individually. So we’re early stage of it, but it’s, it’s been a good experience. [00:24:42] Erin Figer: Has it helped to kind of unlock some of that friction with the resellers and continuing to include them to get to the s and b customers? [00:24:49] Audience Member: Yeah, I think the, the challenge that we’re working through right now is, you know, Erica may have said it, but it’s. [00:24:56] It’s not just the, the view of the marketplace taking people out of the equation, it’s how do we use the marketplace for, for co-innovation to keep people in it. So if, if, if it’s gonna take three to five of, of us in this room to deliver that spectrum to innovation for the customer. Um, how do we use the marketplace as a force multiplier of bringing that together and making that transaction easy? [00:25:21] Yeah. If, if our consumers are more and more influenced by Instagram and TikTok Shop Now buttons, like my husband’s texting me about my stuff that showed up today, [00:25:31] Erika Irby: which is none of his business. [00:25:32] Audience Member: None of your business. That’s right. Just put it [00:25:36] Erika Irby: in my room. Thank you. [00:25:37] Audience Member: If people are, people as consumers in the, in the u, us consumer based economy is driving more and more people through like that social experience of purchasing, that is an area where I do think Microsoft could help us and we could help ourselves in marketing how that, how we leverage it to be a force multiplier versus another omnichannel. [00:25:58] Well, [00:25:58] Erin Figer: so on that note, how many of you have put a button on your website? Click to buy? Yeah, [00:26:02] Audience Member: that’s, that’s where I’m at with our marketing team. [00:26:04] Erin Figer: Right? [00:26:04] Audience Member: Yeah. That’s, I think, the next evolution for us in the, in the REO piece. [00:26:08] Erin Figer: Yeah. Yeah. [00:26:10] Audience Member: I, I don’t want it on our website. I want to, I want it on my Instagram, my LinkedIn, my TikTok reels. [00:26:15] That’s, we’re going to, sir, it’s coming next week at our sales kickoff. Yeah. [00:26:21] Erin Figer: Nice, nice. Anybody else? Uh, activated. REO [00:26:28] besides the, you know, RE speed wagon? Uh, it’s the Microsoft Reseller Enablement. Um, offering, so like you activate your resellers to just take your listing and be able to do a private offer so that you don’t have to do multi-party private offers anymore. Your resellers can just take the listing and sell it directly, and they don’t have to wait for you to send them the offer. [00:26:52] Then they have to go do, so it takes out some of the steps and that friction in the process streamlines it and it allows them to like. Add on and do their own pricing. And then the reseller, however you have your arrangement with that reseller, continues to pay you in the back end for, um, selling that through the marketplace. [00:27:11] Erika Irby: I think I’m going to have you come and do a webinar for our Veeam partners to, to help them with that, because to your point, I don’t, I don’t think it’s as prevalent yet. It’s, it hasn’t really caught on. [00:27:21] Erin Figer: Yeah. It’s been really an unlock of, I had a large, um, ISV that I helped. We implemented REO internally, so they have 34 marketplace offerings and they have this initiative. [00:27:36] They wanted to go global, sell local, and so they launched five more publishing accounts and they came to me and said, we need to replicate our catalog five times 34. And I was like, oh God, please, no. And luckily like two months later, Microsoft, like GAed, uh, REO, and I was like, here’s your answer. We’re not going to do that. [00:27:58] We’re going to enable each of your publishing accounts to be resellers of your quote unquote gold standard publishing account, and that we actually implemented REO as an internal mechanism for them to issue their own publishing accounts, to resell private offers in local currencies. Um, and that was really an operational unlock for them. [00:28:25] All right. Anybody you wanna ask a question to the audience? [00:28:29] Audience Member: Okay. I’ll just keep going. [00:28:32] Erin Figer: Um, all right. So what are some other, um, signals or ways that you guys are evolving the way you’re co-selling? Um, does anybody else have some experience shares that they want to, to share with the audience? We’ve got, we’re using data, uh, we’re using some ai, we’re helping us get to our audience faster. [00:28:51] I really loved work span, um, building in an AI tool inside your CRM system, um, so that you can get some of those signals. Any other signals that you guys are using, uh, to change the way you’re co-selling? [00:29:07] It’s quiet on [00:29:07] Reis Barrie: Maybe, maybe I’ll share one, but Yeah. Yeah. So, um, just when it comes to, like, for us, account alignment to me is like one of the most important things and consistently doing, uh, you know, account planning and account alignment against Microsoft their accounts. Um, now it’s a bit interesting ’cause you can include some s and b stuff in there. [00:29:27] Um, but also, uh, Jason you mentioned up there, the. Uh, marketplace rewards, having the propensity mapping. And so looking at not only from an account alignment, um, what Microsoft accounts are, we, um, you know, areas are we most penetrated in, but also of those accounts, which ones are already buying on marketplace. [00:29:47] Uh, maybe have a commitment to Microsoft in, in some way to help us just further, uh, further target and focus on, you know, if we have 500 opportunities that we’re trying to, um. I’m trying to work through, um, to Sanjay’s point, like what’s, what’s the 30% that I’m gonna get my batting average on? Um, and so that constant account alignment to us is like a, is a huge, huge signal, um, for us to focus on. [00:30:14] Um, and then you can even take it a layer deeper to identify, okay, well if I’m looking like, do I have density within Nina had the, the ou up here on the screen. So do I have densities with density within like specific. Uh, verticals or regions, um, or segments that I should maybe if I just focused on that one segment or one vertical, um, you know, then all of a sudden I, I’m super successful having an executive sponsorship in that, uh, in that ou, something like that. [00:30:44] Um, and, but that, that’s all starting with, um, the foundations of that being that consistent account alignment and leveraging some of the, some of the propensity stuff that Microsoft is, is providing. [00:30:56] Erin Figer: And then making sure you’re like bringing it back into your CRM and storing it so that you can continue to use that information ongoing. [00:31:03] And we’re trying to figure out how to embed more and more. [00:31:37] And are you integrating like. Microsoft and other partners into that data as well. It’s like, this is a great partner. Incorporate them at this point in the journey. Yeah, we um. [00:31:50] When [00:31:50] Audience Member: you’re in the process with, with Microsoft, we haven’t opened it up externally, so that’s our crawl, walk, run is we’re, we’re trying this out internally. Let’s see if we can work the bugs out, get the agents working, and then how do we now go to our MSP community and offer this up as an agent they can use within their sales team. [00:32:08] And on the end of. We’re still working in the middle, but front end profiling, it’s helping a ton, um, and giving us a lot of good intel that the sellers are driving through the agent on the back end. It’s, it’s giving us not, um, just propensity data, but what’s resonating. So if we launched 12 products this year and we trained sellers on. [00:32:28] What’s hitting, where’s my pipeline velocity coming from? Where’s my close rate coming from? So that every month when we have our sales town hall, it’s like, here’s the top three sales motions that are actually driving pipeline and fast to cash close rates. [00:32:42] Erin Figer: And I gotta imagine that helps you get to your differentiators. [00:32:45] Audience Member: Oh [00:32:45] Erin Figer: yeah. And refining your superpower story. [00:32:48] Audience Member: That’s right. That’s. Yeah, because it’s for, for our sales team. I mean, we were talking about it earlier, it’s all about simplification. There’s so many options, so much noise. It’s like, just go focus on these three things and this is where you’re gonna deliver impact and outcomes to your customer. [00:33:01] And if we’re doing that, we’re all winning. [00:33:03] Erika Irby: Yeah. I, I, um, just recently, this is why one of the coolest things that Veeam has done, we just launched this tool called, um, expansion iq, and it’s part of our command, the expand motion this year where we’re really. Upselling and cross-selling our, um, install base. [00:33:17] This tool takes all the partners individual propensity data, puts it against four solution plays that we think are the main plays, and then provides them, this is what you could be earning if you took this motion. And then from a marketing perspective, we provide them. And to do this, here’s your campaign. [00:33:37] Here’s your this, here’s your that. Step one, send this email. Like very, very, you know, just, uh, planned out. And I loved what Nina said earlier today when she shared that, um, org chart. Essentially with all the different, um, industry focuses we are driving. One of our go to market actions is a Microsoft healthcare campaign. [00:33:56] That is like very, very specific, but it’s helping our partners in that manner. Could they go to their own database and pull their own and do all this stuff? Of course. But for our sellers to go blink and then give them a report and be like, here it is. It makes it so much more relevant. And then the steps just, they just hand that to their marketing org and then they’re just off and running. [00:34:18] Going back into your team to say, Hey, we rolled out these 12 things, only three landing. You gotta go back to the drawing on the other side. Or We need more money for these three. Yeah, but let’s figure what’s not with customer [00:34:38] to record the. [00:34:47] Audience Member: A better, faster, uh, listening post for, uh, can I talk really loud? Um, it’s, it’s, it’s helped turning on a listening post for our engineering, our marketing, our service delivery organization that would’ve taken months or quarters to get spun up in an executive board meeting or something. Right now they get it real time every week. [00:35:09] Okay. [00:35:09] Erin Figer: So what I’m hearing, like the theme here is to really like. Understand your sales process. Also, your co-sell sales process that runs in parallel with that. And how do you continue to serve up the right data at the right time to help your people take the right next action to continue to drive those outcomes that you’re looking for, but then also using data to circle it back, to say what’s working, what’s not working, to continue to refine that whole motion. [00:35:43] Um, so if you’re not doing that, I think that’s a big aha moment and takeaway, uh, from today’s session or from here today is like, okay, am I really identifying all the opportunities in my process to involve data to help my people continue to drive outcomes? [00:36:04] Audience Member: You [00:36:04] Erin Figer: have a, [00:36:05] Audience Member: you have your head in up back there, Gary. [00:36:06] Yeah. I, I couldn’t tell if, uh, you were prompting me when you asked that question and I, I didn’t want to, you know, do a shameless plug for cloud, but I think everybody [00:36:15] Erin Figer: should shamelessly plug, plug away. [00:36:16] Audience Member: Yeah. Yeah. Well, you know, you brought up a mitt and, uh, the co-sell thing, but it, it does relate to what Reese had said about, um, you know, the being at the farmer’s market and. [00:36:26] Not sure what, you know, can I use a credit card or not? And I think that, um, or [00:36:30] Erin Figer: can I use Apple Pay? I still ask. I’m like, do you, do you accept Apple Pay? [00:36:32] Audience Member: Oh, yeah. Yeah. So it’s like, I think, uh, a lot of times you don’t understand the seller in that situation is not sure how to handle that conversation. So, and there’s not a lot of information about their, about that. [00:36:44] Like how to, when it comes to a seller talking about marketplace and asking about the commit. Because the commit obviously is one of the main drivers, right? 900 billion out there. And committed spend across all the hyperscalers. So how to actually bring that up with a customer and what if they don’t know, right? [00:37:05] So there’s a whole process that, you know, they, they need to be taught this. But the first thing that’s also come up multiple times is activating them also means how to engage them. So an approach there of how to engage your salespeople is critical because if salespeople aren’t in it, they’re nothing’s happening. [00:37:23] You’re not gonna do well with marketplace. And on the co-sell part, it’s kinda the same thing. The typical thing, and I remember talking to Aldo Desal about this at another Ultimate Partner event, but uh, you bring your salespeople into a call, like you set up a call with, with Microsoft and the seller comes in unprepared. [00:37:42] Typically they’re not sure what to say and it’s a little bit intimidating. How, how, how do I, you know, what do you do in this situation? Like, so you start talking about product ’cause that’s what you know, and it’s the last thing you want to do. You, you want to understand what they care about, like em stage and, and, uh, what’s your consumption story and what kind of MRR impact you’re gonna have. [00:38:03] So it’s, these things are just unusual topics for the salespeople to be prepared, uh, to talk about. But it’s critical if your salespeople are gonna be enabled that they can do that. So I think from a co-selling standpoint, that’s just what I want to mention. And by the way, we offered a tool that does that. [00:38:20] Erin Figer: Nice. Awesome. Thank you. Uh, I mean, I don’t know about you. Reese Cloud Atlas. Every time we helped an ISV with their cosell motion, we would say, okay, we’re ready to go share cos sells and drive introductions. Have you done your sales enablement? Oh, yeah, yeah, yeah. We’ve enabled the sellers we have, and then we launch like the first batch of cos sells and then they immediately come back. [00:38:43] Stop, stop, stop. Don’t share any more deals, like we’re causing too much confusion. Uh, we didn’t do our sales enablement. Wow. Grace, [00:38:52] Reis Barrie: I mean, sound [00:38:53] Erin Figer: familiar? [00:38:53] Reis Barrie: It sounds very familiar. It sounds too familiar. Uh, P-T-S-D-A little bit there, but the, uh, sorry, [00:38:58] Erika Irby: but that’s why you guys have jobs. [00:39:00] Reis Barrie: Yes. Go on. It’s, it’s, um, but this, you know, I, I always come back to the, the concept of like, if we showed up to a Microsoft co-sell call the way we do to a customer call, like, oh. [00:39:14] Erin Figer: It, [00:39:14] Reis Barrie: it would, it would be night and day difference of the value you’d get outta your Microsoft partnership and co-sell. That’s all. It’s [00:39:20] Erin Figer: Well, [00:39:20] Reis Barrie: but I think people [00:39:21] Erin Figer: forget Microsoft is your customer too. [00:39:23] Reis Barrie: Yeah. [00:39:23] Erin Figer: They’re your partner, but you have to sell to before you can sell with and through. So you first gotta like master the sell to. [00:39:30] Reis Barrie: Yeah, a hundred percent. So there, there’s there like, and then to your point, [00:39:34] Erin Figer: it’s still true. 10 years later, people, it’s still true. Back to the fundamentals, right? [00:39:39] Reis Barrie: Yeah. It’s, [00:39:40] Erin Figer: yes. Go for it. [00:39:44] Audience Member: The, um, Microsoft being customer, right? So, and I love what you said about sem uh, alignment. So we actually made it a point, um, in our co-sell process, we have a validation checkpoint with Microsoft. If we build a co-sell packages, um, we are an si We’re not primarily ISV, but I think that’s shifting as well gradually. [00:40:10] And ESI kind of becoming a little bit of ISV. Um, so why it’s important, I think like Ree said, like you come up, you show up to co-sell call and you just pitch your services or say, well, let’s do account planning with this and that. Right? But what if it doesn’t work in the field? So that validation became critical for us, and I can tell you that now we have success stories that are actually proven based on that multifaceted feedback, uh, as to it’s one thing to build it. [00:40:46] Yeah. But is it useful for seller, for Microsoft sellers actually in the field? Can they actually position it and help clients to be more successful? Because that’s the ultimate goal. So that validation became, uh, an important checkpoint for us, uh, to make those packages repeatable and successful for customers at the end of the day. [00:41:06] So when we talk about signals, you absolutely right. It’s not just customer signals like we use ZoomInfo, we use all this data points, et cetera, but it’s also signals from the field because while Microsoft is a huge organization, they’re also very dynamic. On very regular basis, a lot of things changed. So taking those signals into account, uh, has created that, what we call like, more of a holistic approach for us, uh, to make it more meaningful. [00:41:33] So [00:41:34] Erin Figer: I like it. And you made it sticky by making it like a required point in the sales process? Absolutely. That everyone stops. Take a moment. [00:41:41] Audience Member: Yeah. [00:41:41] Erin Figer: And make sure that we’re all on the same page. [00:41:43] Audience Member: Yeah. And I think for us as si it’s even more critical. Like I, I, I think there is a lot more to happen in marketplace as, as, as much as we talk about it, but being in si I, we still kind of figure it out, like how Mark marketplace actually becomes a place of transaction for a size. [00:42:01] Yeah. So that’s why, you know, we’re passionate about packages and it’s not just a matter of publishing it and say, oh, it’s co-sell ready? Then what? Yeah. Right. So yeah, so, so that’s why that, that checkpoint is very important for us. So [00:42:16] Erin Figer: definitely, definitely. I think you ladies over here in the corner had some, some hands up, Michelle and, and the other Michelle, Michelle Squared. [00:42:26] Audience Member: Thank you. Michelle Squared. I like it. Um, so. I’ve been a little quiet because I wanna just give my background. So I’m a global VP of channels and alliances and, um, I think it’s a bit of this, uh, the movement, right? So I love your farmer’s market analogy so much. I’m gonna steal that. Thank you. But the reason is because you don’t know unless you’re gonna meet your partners where you are or meet your customers where they are in that journey. [00:42:53] So the first time that they’re selling whatever their goods or wares are, and somebody says, do you take Apple Pay? That’s a clue. And then when you hear it over and over again, you realize there’s a correlation that there’s a need in the market. So in In my life, all roads read to Romes, right? Reseller and VARs, OEM, alliances, MSPs, MSPs, ISVs System integrators. [00:43:17] And as a partner leader, you wouldn’t necessarily think marketplace is first because you feel like you’re going around your partners. But am I meeting my partners where they are in their journey and choosing to procure the way they want to procure? And I think that’s the notion that I have a lot of learning from this team and everyone in this room to understand how do we in a company. [00:43:38] Prescribe the right solution to, to meet our partners in that journey. And I’ll use, kind of circling back to the MSP space, PAX eight, one of Microsoft’s largest partners created a marketplace dedicated to MSPs. And while I was the global Channel chief of SonicWall, a lot of partners said to me, I like you. [00:43:56] I like your products, I like your firewall, but unless you’re on the park, PAX eight Marketplace, I’m not gonna buy from you because they make my life frictionless. And easier to do business with. And I think that’s the motion that every vendor in this room needs to understand is, are we truly meeting our partners where they are? [00:44:14] PS I work for Carrero DDoS Solutions and come to talk to me about that. Thank you. [00:44:18] Erika Irby: Well, and a Guo owes you some money for that commercial right there. [00:44:30] Audience Member: From, we’re actually community first. Um, as an MSP, even though we’re national, like we really focus in on community local touch. Um. Like you said, um, um, Southern seldom me in a southern way. Like that’s what we focus on. I’m your [00:44:45] Erin Figer: huckleberry. [00:44:46] Audience Member: I love that. Exactly. Um, and we’re seeing a ton of success with actual in-person events now. [00:44:53] Like the majority of our business is come in, leads are coming from that right now. And even though, like I, I truly believe in digital first motions, we need to be on Instagram and have that self-serve motion as the next generation comes up in our. Buying and transitioning to their kids or whatever that looks like. [00:45:14] Like we have to remember that there’s also a trend of tactile in person people first coming with it. And so like we, I, I feel like there, there has to be that motion engaged and I would love to hear your thoughts around how are vendors thinking about engaging in that community driven approach, not just the platform itself. [00:45:37] Erika Irby: Yeah, I, I personally also, this is hilarious ’cause we’re like best friends, so we can talk about this later, but, um, from a Veeam perspective, Michelle, um, we are seeing a resurgence in like these thought leadership type of events. And I think there’s, this is, this is sort of related, but just to, this is kind of how I think about this. [00:45:57] Um, Barnes and Noble’s business has like gone through the roof lately, and they are, they’re actually like opening more stores, which is bananas because at one point they were like going outta business because nobody wanted to go and like, touch a book or talk to somebody. But that is changing, thank God. [00:46:11] Right? That is like changing and people are actually like becoming more social because they’re missing this. Um, my kids’ generation refers to places like Barnes and Nobles as the third place. Like this magical place that exists where you can talk to a real human that’s not on your phone. Like it’s, it’s amazing. [00:46:28] But anyways, we’re, I think we’re starting to see this in marketing. We used to like pump everything out digitally, but after a while people get that form and they’re like, I am not putting my dang information in this form. And then your ability to capture that lead completely dissipates. All it is, is, is now an impression, which is. [00:46:47] Fairly worthless. You can have millions of them and nothing happens. So we are definitely investing more into, um, uh, live events, but also with the live streaming because then people can, they’re still watching it live. They still have to register for it. They knew they couldn’t make it. So I think that there’s definitely that digital aspect that’s super helpful. [00:47:05] But a purely digital, you will never make that connection. [00:47:10] Erin Figer: Yeah, I mean, I think. Unfortunately, COVID made us, you know, all do things digitally. But now that we’re past that, getting back to that multifaceted approach, I think if we think about what’s going on in the B2C world, lots of communities within communities, there’s whole company’s getting created, like women are bringing women together to do craft circles. [00:47:37] And literally. Okay. But like I did that digitally. That was pretty awesome. I was like three years. That shameless plug. No, I, no. But like then now there’s like companies that are actually like renting space, bringing people together, like crafting and while they’re doing the activity, um, if anyone’s ever done therapy, a therapist will say. [00:48:01] You know, if you wanna get your kids talking, get them coloring, like distract them and they will start to open up. And so you distract people with an activity and they start to open up. And what they really are, thrive, like what they really need is in this digital world where we’re getting so much information, we still need. [00:48:22] The next layer of filter to help us vet out and validate and confirm like our thinking or like our suspicions on things like, am I in the right going down the right path? Is this the right direction? So there’s still a human element that needs to be involved in that buyer journey, and you’re seeing that with these little micro communities inside communities. [00:48:45] Um, and so I’ve. I mean, I love micro communities inside of bigger communities. I’ve started two of them, three of them. So I, it definitely, like, we need still that in person, uh, interaction and I love seeing it coming back in our space. [00:49:04] Erika Irby: I, I was just thinking about ear, the, the previous panel and the, the topic came up about who can assist partners as they transition from that direct to CSP motion. [00:49:15] And I mean, yes, it, I think Microsoft plays a role there, but I think it would behoove Microsoft to invest in these communities and they would enable that change. Yeah, [00:49:26] Erin Figer: yeah, yeah. There is a person inside of Microsoft who has that remit, but she’s like one person, one person trying to do that. I was like, wow. [00:49:36] Okay. Grace, what are you seeing amongst your partners and also your perspective with working with Microsoft? [00:49:42] Reis Barrie: Yeah, yeah. Um. There’s a really good, uh, the frontier study, the work like door work study that they did, um, which talks really heavily about just like in this, you know, post 20, you know, 2020 culture, how like the amount of busyness has just increased in an insane amount and how a, a really strong use case for AI is to buybacks from that time essentially, um, for us to, you know, return back to a, a normal state and I think social creatures, right? [00:50:10] And so, um, in this. I run a fully remote company, which is like a blessing and also like really interesting to try to create a really strong culture within people that are, you know, 13 times zones apart times. Um, and so it’s uh, it’s a really interesting thing and coming together and, um, into an in-person space or a place here or a place where you can actually talk to your customers, talk to, um. [00:50:39] Step away from that, like that busy day to day where like, I, I can’t even fit a 15 minute break in to grab lunch. You know, days like how much, supposed to find 15 minutes to just have a, a casual conversation and these types of events, which I’m sure Vince is cheering back there that we’re talking about this right now. [00:50:57] But the, uh, but these type of events, they let you decompress from that day and they let you kind of just have these really important conversations that, you know, bring us back to just being humans To me. [00:51:10] Erin Figer: And being human and co-selling with each other. And on that note, we’re 44 seconds over. Yeah, we’ll give it back to Vince, [00:51:18] Reis Barrie: but we were plugging Vince’s events, so I think we’re okay. [00:51:21] Vince Menzione: We One more question. We have one more question from, sorry. Oh yeah. [00:51:23] Reis Barrie: It’s [00:51:23] Audience Member: maybe more a, a shared just as we’re talking [00:51:25] Vince Menzione: by the clip, right. [00:51:27] Audience Member: And to compliment everything that you guys have been talking about around co-sell and. Getting ready in line with Microsoft to speak to the customer and speaking. So the signals that we’re going after are on the actual conversations that are happening in the conversation. [00:51:41] So aside from all the planning, which I agree on, we’re building agents to hear what’s going on on the calls with Microsoft, on the calls with customer, and grab those actual signals. Are we answering the questions in the right way? What types of questions are coming back to us that we weren’t able to answer. [00:51:58] Maybe we forgot some information that we planned on and thought about can we signal and provide that feedback to the user, the seller, or whatnot on the call. And so as we’re doing this, ’cause we’re in the communication space, so we have some self-interest here ’cause that’s sort of the future of our business. [00:52:12] But it’s a really interesting opportunity for us to grab these signals to improve how we’re selling with our customers, how our partners are selling with our customers, with Microsoft. It’s just an interesting way with everything that’s going on full circle, we’re trying to complete that sort of sales journey with AI and, and grab those signals and keep getting better all the time. [00:52:32] Erin Figer: Yeah, I love that. And I think it’s like the ongoing balance of people, process and technology and how do you continue to keep the human in the loop? It, as we continue to introduce and evolve AI and use of data in our companies is like continuing to be mindful about the human in the loop. Um, part of that journey. [00:52:54] So thank you all. [00:52:55] Vince Menzione: Very cool. Great conversation. [00:52:56] Erin Figer: Thanks for all the audience engagement. We appreciate it. [00:52:59] Vince Menzione: Co-selling the house, co-selling the house. [00:53:02] Audience Member: Thank you, Vince. [00:53:02] Vince Menzione: Thank you. And I remember that January, 2016. Yes.

Pokopia gets a small update to fix some weird bugs you probably didn't see. Pokopia also gets a Jump Rope event to earn a trophy! The London and LA EDM Pokémon Night Out shows went on sale and ended up selling out. The Day events have not been confirmed fully yet. Some small Pokémon Champions talk! Pokémon Center will start inviting people to buy products with exclusive links. Pokémon GO is getting another round of MLB events and there is some drama around the recent Silicobra event. TIMESTAMPS00:00:00-Introduction00:03:00-New Pokopia Event00:16:30-Pokémon Night Out00:35:30-More Champions Bugs00:53:40-Pokémon Center Access 01:12:40-May Community Day01:16:10-Pokémon GO Returns to MLB01:23:20-Silicobra Drama01:40:40-CreditsLINKS

Resource to include in the show notes:12 Week Year Planning Documents: https://docs.google.com/document/d/1mdUFuMyzS7u8vuWGka94dDKOE7vQfikIIrzqGP8IunE/edit?usp=sharing

In this episode of Talk Commerce, Christina Augustine, COO of Bloomreach, discusses the transformative role of conversational agents in e-commerce, the importance of personalization, and the future of websites in the age of AI. She emphasizes the need for businesses to adapt to changing consumer behaviors and the significance of integrating AI while maintaining human oversight. The conversation also touches on the evolving landscape of composable platforms and the economic considerations affecting e-commerce today.TakeawaysChristina Augustine is the COO at Bloomreach, focusing on conversational agents and AI.Conversational agents enhance customer experiences by personalizing interactions.Personalization in e-commerce has evolved from being creepy to expected.AI can help automate shopping experiences but requires human oversight.Websites will not disappear; they will coexist with AI-driven platforms.Understanding consumer behavior is crucial for effective marketing strategies.SEO is impacted by AI-generated content, requiring new approaches.Composable platforms are becoming more flexible and user-friendly.Economic scrutiny is influencing consumer spending habits.Businesses should leverage customer insights to improve their offerings.Connect with Christy on linkedin: https://www.linkedin.com/in/christinaaugustine/ Or learn more about Bloomreach here: https://www.linkedin.com/company/bloomreach/Chapters00:00 Introduction to Bloomreach and Christina Augustine02:21 Understanding Conversational Agents in Commerce06:52 The Future of Agentic Commerce09:20 The Role of Websites in E-commerce11:39 Advancements in Personalization with AI14:32 Ensuring Human Oversight in AI Interactions16:11 Navigating Content in an AI-Driven World19:11 The Evolution of Composable Platforms21:56 E-commerce Outlook Amid Economic Changes23:43 Upselling and Cross-Selling Strategies25:01 Learning from Customer Interactions27:04 Closing Thoughts and Future Directions

DPC. Concierge Care. Upselling services. Are these new models the answer? Wendy and Matt break down what these new approaches mean for physicians and patients and how overturning a section of the ACA may be the best place to start.

Episode Summary In this episode of the Adventures in Legal Tech Podcast, host Jared Correia sits down with attorney Harshita Ganesh to unpack one of the most pressing challenges in modern legal practice: how to responsibly integrate AI into law firms. Using the case of a new associate eager to implement AI in a resistant firm, the conversation explores the tension between innovation and caution. Harshita shares a practical framework based on her firm's experience, including the creation of an AI committee, slow adoption strategies, and the importance of transparency across teams and clients. The discussion goes deeper into the unintended consequences of AI adoption—especially for junior associates. From "shadow AI" usage to declining critical thinking skills, Harshita highlights the risks of over-reliance on automation and the importance of preserving foundational legal training. This episode offers a balanced perspective: AI is neither a threat nor a silver bullet. Instead, its success depends on thoughtful implementation, strong mentorship, and a commitment to ethical practice. Links & Resources redcavelegal.com Environmental, Insurance & Real Estate Defense - Boston, MA CMBG3 Law Keywords Legal AI AI in law firms Legal technology Shadow AI Law firm management Junior associate training Legal ethics AI policy Legal research tools E-discovery Work-life balance in law Legal innovation AI risk management Critical thinking decline Law firm culture Episode Highlights 00:00–00:40 – Introduction to the podcast and its mission to solve legal tech challenges 00:00:40–01:20 – The core problem: a new associate wants to implement AI in a resistant firm 01:20–02:03 – Introduction of Harshita Ganesh and her perspective on AI adoption 03:10–04:09 – The real concerns attorneys have about AI in legal workflows 05:07–06:17 – The rise of "shadow AI" and why associates use it under pressure 07:31–08:46 – Risks of AI misuse, including hallucinated cases and legal consequences 10:12–11:13 – Why transparency about AI use is currently lacking in law firms 12:14–13:20 – Examples of AI tools being vetted: Lexis AI and Everlaw 14:31–15:28 – The danger of replacing foundational legal work with AI 16:20–17:40 – The long-term risk: weaker lawyers due to over-reliance on AI 17:40–18:53 – New roles emerging in law firms (AI compliance, legal data analysts) 20:15–21:34 – The decline of critical thinking in law students 21:34–22:52 – How AI is changing learning habits and reducing information retention 24:08–25:21 – AI bias and its impact on legal reasoning 25:21–26:44 – Accountability in AI usage: lawyers remain fully responsible 28:07–29:20 – Practical use cases for AI (e.g., document review) vs. risky applications 30:33–31:33 – The role of mentorship and firm culture in responsible AI adoption 33:17–34:30 – Building trust between partners and associates 35:20–37:06 – Closing thoughts and a lighthearted discussion on favorite cities

Hey Voices from the Bench community! Jessica Love here, sending a shoutout from Utah! If you're passionate about creating natural, beautiful smiles—but want to simplify your workflow without sacrificing aesthetics—this is for you. I'm honored to be part of Ivoclar's development team introducing a powerful new stain and glaze system featuring Structure Paste, IPS e.max Ceram Art. Create stunning depth and lifelike color in as little as one firing. Let's continue to innovate, simplify, and create meaningful change—one smile at a time. When it comes to digital dentures, design is easy—manufacturing is where things get messy. That's why the Elevate Denture Solution brings it all together. Built by Roland DGSHAPE, Ivoclar, and FOLLOW-ME! Technology Group, it combines machine, materials, and CAM into one fully optimized workflow—so you get consistent, high-quality results without the guesswork. Want to simplify production and scale with confidence? Check it out at rollanddga.com/elevate. "Live" from the Ivoclar ballroom at Lab Day 2026, Elvis and Barb dives into conversations that perfectly capture what this industry is all about—innovation, relationships, and a whole lot of nerding out. We kick things off with Frederic Rapp, who went from growing up in his dad's basement lab in France to scaling it into one of the largest labs in Europe. After selling the business, he found his way back into the industry through innovation—helping labs unlock the gold mine sitting inside their own data with icortica. From dashboards to AI-driven insights and even voice-activated notes in the parking lot, it's all about working smarter, not harder… and maybe not looking like an idiot when you walk into a doctor's office. Then things shift to a great partnership with Casey Baldwin and Darin Lockaby, where we get into a seriously cool collaboration between Ivoclar and DESS. Think plug-and-play workflows that let labs mill their own abutments in-house—FDA compliant, streamlined, and actually simple. With margins tighter than ever, this kind of control over production isn't just nice… it's becoming necessary. From scaling labs to scaling data, from implants to AI, this episode is packed with insight, laughs, and a clear message: the labs that embrace technology (without losing the human touch) are the ones that are going to win. Join us at exocad Insights 2026, happening April 30–May 1, 2026, on the stunning island of Mallorca, Spain. This two-day event features powerhouse keynotes, hands-on workshops, live software demos, and top-tier industry showcases—all in one unforgettable setting. Barb and Elvis will be on site bringing you exclusive interviews, plus don't miss the Women in Dentistry Lunch, celebrating career growth, wellbeing, and the real stories shaping our profession. And of course, cap it all off with the legendary exoGlam Night under the stars. Tickets are limited. Visit exocad.com/insights-2026 and use code VFTBPalma15 for 15% off.Special Guests: Casey Baldwin, Darin Lockaby, and Frederic Rapp.

Today we're going to talk about simple offers and how they normally beat the heck out of fancy, intricate funnels. Launch Team - https://www.ScrewTheCommute.com/launchteam Please watch this short trailer to the end and leave a comment - https://www.facebook.com/AmericanEntrepreneurFilm/videos/558575401181955 AI Summit - https://www.ScrewTheCommute.com/aisummit AI Hacks - https://www.ScrewTheCommute.com/aihacks Screw The Commute Podcast Show Notes Episode 1096 How To Automate Your Business - https://screwthecommute.com/automatefree/ Internet Marketing Training Center - https://imtcva.org/ Higher Education Webinar – https://screwthecommute.com/webinars See Tom's Stuff – https://linktr.ee/antionandassociates 00:23 Tom's introduction to Simple Offers 02:37 Making money from simple product sales 05:16 Upselling theory Entrepreneurial Resources Mentioned in This Podcast Higher Education Webinar - https://screwthecommute.com/webinars Screw The Commute - https://screwthecommute.com/ Screw The Commute Podcast App - https://screwthecommute.com/app/ Screw The Commute Podcast Producer - https://screwthecommute.com/larryguerrera/ College Ripoff Quiz - https://imtcva.org/quiz Know a young person for our Youth Episode Series? Send an email to Tom! - orders@antion.com Have a Roku box? Find Tom's Public Speaking Channel there! - https://channelstore.roku.com/details/267358/the-public-speaking-channel How To Automate Your Business - https://screwthecommute.com/automatefree/ Internet Marketing Retreat and Joint Venture Program - https://greatinternetmarketingtraining.com/ This is the shopping cart system Tom uses! Kartra - https://screwthecommute.com/kartra/ Copywriting901 - https://copywriting901.com/ Become a Great Podcast Guest - https://screwthecommute.com/greatpodcastguest Training - https://screwthecommute.com/training Disabilities Page - https://imtcva.org/disabilities/ Tom's Patreon Page - https://screwthecommute.com/patreon/ Tom on TikTok - https://tiktok.com/@digitalmultimillionaire/ Email Tom: Tom@ScrewTheCommute.com Internet Marketing Training Center - https://imtcva.org/ Related Episodes Questions Into Content - https://screwthecommute.com/1095/ More Entrepreneurial Resources for Home Based Business, Lifestyle Business, Passive Income, Professional Speaking and Online Business I discovered a great new headline / subject line / subheading generator that will actually analyze which headlines and subject lines are best for your market. I negotiated a deal with the developer of this revolutionary and inexpensive software. Oh, and it's good on Mac and PC. Go here: http://jvz1.com/c/41743/183906 The Wordpress Ecourse. Learn how to Make World Class Websites for $20 or less. https://screwthecommute.com/wordpressecourse/

#790 What if the easiest way to grow your business was hiding in plain sight — your existing customers? In this episode, host Brien Gearin welcomes back Brian O'Connor, ex-Deloitte consultant, founder of TalentHQ, and three-time MU guest, to dive deep into the power of customer success. Learn how businesses of all sizes — from SaaS companies to local service providers — can drive massive growth by retaining clients, generating referrals, collecting more reviews, and increasing lifetime customer value. Brian also shares how he helps companies hire top-tier talent from Latin America at a fraction of U.S. prices, and why the Customer Success Manager might be the most overlooked (and most profitable) role in your business. Whether you're just starting out or scaling fast, this episode will help you unlock more revenue — without chasing new leads! (Original Air Date - 6/26/25) What we discuss with Brian: + Customer success vs. customer service + Retention, referrals, and renewals + How SaaS pioneered customer success + Reoccurring vs. recurring revenue + Upselling through relationship building + Why reviews drive local business growth + Hiring top talent in Latin America + Small business roles to outsource + Automating follow-up for repeat sales + Customer success for online communities Thank you, Brian! Subscribe to Brian's newsletter at ⁠OutlierGrowth.com⁠. Follow Brian on social media @thebrianfoconnor. Email Brian at brian@talenthq.co. Watch the ⁠⁠⁠⁠⁠⁠video podcast⁠⁠⁠⁠⁠⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Karan Gokani is one of London hospitality's great shape-shifters: a former corporate lawyer who walked away from the safe path, then built something with genuine soul. We meet him inside Hoppers' newest opening, a total reimagining of the old Lyle's space, and talk about what it feels like to inherit “hallowed walls” without being haunted by them. The result is not a tribute act. It's a new chapter, with a fresh personality, a different rhythm, and Karan's fingerprints all over it.This conversation is a masterclass in why his restaurants never feel like “branches” (a word he hates). Karan explains how each site has its own character, shaped by postcode, clientele and timing, while still sharing a common DNA. From Soho's starry-eyed early days to the evolution of the group into something closer to a family, he lays out what it actually takes to scale without turning sterile.We also get deep into the food and the thinking. Karan unpacks why he's gone harder on hyper-regional South Indian cooking, why “dosa isn't just a dosa”, and how research trips across India fed directly into new dishes you can only get at this opening. Expect stories from Mangalore to Chettinad to Chennai, plus the details that make it all feel lived-in: antiques carried back in luggage, a biryani with a deliberate spelling difference, and a menu built to guide you through discovery without turning into a high-street checklist.Finally, this is a proper behind-the-scenes look at modern restaurant craft: the “three-mile test”, the psychology of service, and why Karan thinks the lazy answer is simply pushing prices up. He talks about accessibility, kindness and value, the staffing reality post-Brexit, and the obsession with guest experience over ego. It ends with Bangkok as his ultimate food city, a dream of opening a pizza concept, and a Springsteen play-out that feels exactly right.Pre Order Ben's Incredible Book - All You Can Eat - By Clicking Here - https://www.amazon.co.uk/All-You-Can-Eat-British/dp/1805221523Get 2 Months of Blinq For Free - With Code - GOTOBLINQ - https://blinqme.com/Order The Greatest Meat In The Country From HG Walter Here & Have Restaurant Quality Meals From Home - www.hgwalter.com Hosted on Acast. See acast.com/privacy for more information.

If you're considering launching your own business—whether it's your first step or an addition to your current venture—this episode is packed with practical advice, real-world stories, and motivation to help you start strong. From knocking on doors and leveraging reviews, to upselling additional services and staying humble no matter how much you grow, Keith Kalfas lays out the blueprint for anyone ready to level up. To be clear, not every hopeful business owner follows this advice from day one. But the ones that do, inevitably find the path leads to growth, satisfaction, and success. We genuinely hope a few of these points get you moving, and help you skip a few of the nastier bumps along the way. Having made hundreds of thousands of dollars in the industry and helped over 10,000 people start their own businesses, Keith Kalfas shares candid stories, actionable strategies, and inspirational advice for anyone ready to level up, pay off debt, and transform their lives.   What You Will Discover:  You'll discover practical strategies like going door-to-door, starting with strip malls and storefronts, getting business cards made, creating a website, and building social proof through reviews and photos.  Tips on upselling services—like gutter cleaning and pressure washing—that can turn small jobs into big paydays, and the importance of saying "yes" to opportunities as your reputation grows. The importance of humility, remembering where you came from, and treating others with respect when you achieve success. Guidance on registering your business, forming an LLC or S-corp, and getting insurance to protect yourself.   "You don't have to suffer anymore. You've gone through enough. You deserve this, and it's going to be really, really hard, but you are worth it." - Keith Kalfas   Topics Covered: 00:00:01 – Welcome & Inspiration Keith Kalfas opens up with his own journey, discussing the potential income available in window cleaning, his viral videos, and the thousands of businesses started thanks to his advice. 00:00:28 – Honest Truth: The Struggle & Reward Learn what makes window cleaning tough—earning high-paying clients, the physical demands, and overcoming frustration. But if you're committed, you'll quickly outshine your competition! 00:01:43 – Keith's Bestseller & Core Strategies Discover Keith's bestselling book "How to Make $500 a Day Cleaning Windows," and why taking action beats waiting for perfection. Register your business, get your LLC/S Corp in order, and invest in insurance. 00:02:46 – First Steps & Marketing Start with strip malls and storefronts, carry business cards, build a website, and collect social proof with 5-star reviews. SEO, photos, and customer permission matter! 00:04:12 – Lessons Learned: What NOT to Do Keith shares tough lessons—why to avoid storm windows, antique homes, and pitfalls from old customer stories. Binge on Keith's videos to sidestep painful mistakes. 00:05:29 – Dealing with High-End Clients & Complex Jobs Navigating cookie-cutter vs. custom luxury homes; beware of costly accidents. Upselling with gutter, pressure washing, and exterior cleaning can transform jobs from hundreds to thousands. 00:07:36 – Growing Pains & Sacrifice As your business grows, learn to say yes more often, manage work-life balance, and hear the real-life sacrifices Keith made to build his business—and keep his marriage strong. 00:09:56 – Communication & Mindset Communication is key (Gary Vaynerchuk advice)—especially with loved ones during your entrepreneurial grind. Nobody's coming to save you; you have to build your future. 00:11:31 – Financial Transformation Stories How window cleaning can repair your credit, pay off debt, and build true wealth—provided you operate legitimately, scale carefully, and manage risk. 00:13:14 – Going All-In & Proactive Living The mindset shift from desperation to mission-driven action. Channel your inner lion and solve problems proactively. 00:17:00 – Embracing Your Identity & Humility From embarrassment to pride—the "window cleaning guy" story. Finding gratitude in your work and remaining humble as you succeed. 00:20:41 – The Emotional Challenge: Ego, Humility & Worth Building a business will break your ego, but you're worthy. Listen to your heart, not just advice. 00:22:23 – Business Level-Up: Pricing & Value Raising prices, qualifying clients, and believing in your worth – Coach Rob's advice to communicate confidently and attract the right clients. 00:24:03 – The Power of Community & Consistency Invest in tools, coaching, and keep momentum strong. Keith's passion and generosity are reflected in how he supports the entrepreneurial community. 00:25:10 – Closing Thoughts: Trust & Let Go Final wisdom: Let go of old identities, trust the process, find mentors, and keep growing.   Key Takeaways Take Action Before You're Ready - Don't wait until you're perfect or fully prepared. Get started, learn as you go, and embrace the fact that you may not be good at first. Momentum is more important than perfection. Get Legal & Insured Early - Register your business, set up an LLC or S-corp, and secure insurance as soon as possible—even if you haven't broken a window yet, accusations can happen and protection is vital. Build Social Proof and Reputation - Create a website, collect five-star reviews, and document your work (with permission). This builds trust and credibility, helping you attract more clients. Start Small, Grow Smart - Begin with strip malls, plazas, and storefronts rather than million-dollar homes. Learn the ropes in less risky environments before moving up. You Are Not "Special"—But You Can Be Successful - Let go of fantasies and realize that success comes from hard work. Embrace being the "window cleaning guy" because it's the path to financial freedom, new opportunities, and gratitude. Know Your Worth - Believe in your value, communicate it with conviction, and customers will respond. Self-worth is key to selling your services confidently and successfully. Stay Humble & Give Back - Even as you achieve your goals, remain humble, remember your roots, and treat others with respect.   Connect with Keith Kalfas: Instagram: https://www.instagram.com/keithkalfas/ Facebook: https://www.facebook.com/thelandscapingemployeetrap Website: https://www.keithkalfas.com/resources Youtube: https://www.youtube.com/@keith-kalfas   Resource Links Jobber CRM Free Trial:  getjobber.com/kalfas. Footbridge Media for Contractors: footbridgemedia.com/Keith Untrapped Alliance Application: keithkalfas.com/alliance   Written and Edited by: Ma. Teresa Catangay-Bardinas 

Hand aufs Herz: Wenn du an massives Umsatzwachstum denkst, woran denkst du zuerst? Vermutlich an Kaltakquise, neue Leads oder volle Messehallen. Doch wenn wir ehrlich sind, vernachlässigen wir dabei oft den wichtigsten Hebel für nachhaltigen Erfolg: die Kundenbindung B2B. Fast 90 Prozent der B2B-Vertriebe tappen in diese Falle. Denn wir sind Jäger. Wir wollen die Trophäe an der Wand. Aber was passiert eigentlich, nachdem der Vertrag unterschrieben ist? Oft herrscht dann Funkstille oder der Kunde wird lediglich „verwaltet". Dabei liegt genau hier, direkt vor deiner Nase, das größte ungenutzte Potenzial deines Unternehmens. In dieser Episode habe ich deshalb mit Manuel Spors gesprochen. Er ist Experte für Bestandskundenmanagement und Autor des neuen Buches „Die Loyalitätsformel". Gemeinsam zerlegen wir den Mythos, dass Wachstum immer „neu" bedeuten muss. Stattdessen schauen wir uns an, wie du den Customer Lifetime Value steigern kannst, ohne ständig dem nächsten Lead hinterherzujagen. Die Akquise-Falle: Warum Kundenbindung B2B oft scheitert Kennst du das beklemmende Gefühl der Kaufreue? Du kaufst ein neues Auto, fährst stolz vom Hof, und an der ersten Ampel siehst du den Wagen, den du nicht genommen hast. Plötzlich fragst du dich: War es wirklich die richtige Entscheidung? Deinem Kunden geht es haargenau so. Nach der Unterschrift fällt die emotionale Kurve oft rasant in den Keller. Genau in diesem kritischen Moment lassen viele Vertriebe jedoch los. Der Kunde wird lieblos an den Innendienst oder einen Sachbearbeiter übergeben mit dem Gedanken: „Der macht das schon". Das ist allerdings ein fataler Bruch für eine echte Kundenbindung B2B. Manuel nennt dieses Phänomen die „Akquise-Falle". Wir investieren Unmengen an Energie, um den Kunden durch die Tür zu kriegen. Doch sobald er drin ist, behandeln wir ihn wie eine Selbstverständlichkeit. Dabei ist es statistisch gesehen viel einfacher und günstiger, an jemanden zu verkaufen, der dir bereits vertraut. Customer Lifetime Value steigern: Das Starbucks-Prinzip im B2B Lass uns über den Customer Lifetime Value (CLV) sprechen. Das ist der Gesamtwert, den ein Kunde über die gesamte Dauer der Zusammenarbeit für dich hat. Um diesen Wert zu maximieren, müssen wir von den Besten lernen. Ein geniales Beispiel ist Starbucks. Ein Neukunde darf Starbucks angeblich bis zu 1.000 Euro kosten. Das klingt für einen 6-Euro-Kaffee zunächst verrückt, oder? Aber Starbucks rechnet anders: Wenn du einmal Kunde bist und zufrieden bist, kommst du wieder. Woche für Woche. Jahr für Jahr. Folglich ist der CLV gigantisch hoch. Im B2B-Umfeld ist das sogar noch extremer. Ich habe Kunden erlebt, die dachten, sie hätten einen „guten Deal" über 50.000 Euro gemacht. Auf meine Frage, wie viel der Kunde insgesamt in dieser Kategorie einkauft, kam jedoch heraus: 5 Millionen. Der Verkäufer hatte also gerade mal 1 Prozent des Potenzials abgeschöpft. Die wichtigste Frage, die du heute stellen kannst, um deinen Customer Lifetime Value zu steigern: Welches Potenzial hat dein Kunde wirklich? Upselling und Cross-Selling: Motoren für Bestandskundenmanagement Wie holst du dieses schlummernde Potenzial ab? Die Antwort liegt im intelligenten Upselling und Cross-Selling. Aber bitte nicht plump, sondern mit Stil. Stell dir vor, du sitzt in einem guten italienischen Restaurant. Du bist satt. Der Kellner kommt und fragt lustlos: „Noch ein Dessert?" Deine Antwort ist automatisch: „Nein, danke." Szenario B: Der Kellner rollt einen Wagen direkt an deinen Tisch. Du siehst die frische Mousse au Chocolat, das Tiramisu, es duftet herrlich. Er fragt gar nicht, ob du willst. Er zeigt dir das Erlebnis. Deine Chance, „Nein" zu sagen, sinkt dramatisch. Genau das müssen wir im Vertrieb tun, um die Kundenbindung B2B zu festigen: Upselling: Biete die VIP-Variante an. Mehr vom Selben, aber besser, schneller, exklusiver. Cross-Selling: Was ergänzt das Produkt perfekt? Manuel hat als Fotograf früher nur die Hochzeit fotografiert. Dann kam die Fotobox dazu. Später das Video. Schließlich das After-Wedding-Shooting. Aus einem Auftrag wurde so ein Vielfaches an Umsatz. Die Loyalitätsformel: Touchpoints für langfristige Kundenbindung B2B Echte Loyalität passiert nicht durch Zufall. Sie braucht System. Denn dein Kunde hat ein Leben, eine Familie, Hobbys. Er denkt nicht 24/7 an deine Firma. Deshalb musst du ihn daran erinnern, dass es dich gibt – aber mit Mehrwert, nicht mit Spam. 1. Der strategische Newsletter im Bestandskundenmanagement Vergiss den wöchentlichen „Wir sind so toll"-Newsletter. Manuels Steuerberater schickt stattdessen alle drei Monate ein Update: Was hat sich rechtlich geändert? Wo gibt es Handlungsbedarf (z.B. Förderungen)? Der Kunde muss nur antworten: „Ja, brauche ich." Das ist Service, kein Spam, und stärkt die Bindung enorm. 2. Der Podcast als Instrument, um den Customer Lifetime Value zu steigern Ein eigener Podcast ist ein mächtiges Tool für Bestandskundenmanagement. Lade deine Kunden ein! Lass sie über ihre Erfolge sprechen. Das hat mehrere Vorteile: Wertschätzung für den Kunden (er bekommt eine Bühne). Das perfekte Testimonial für Neukunden. Ein exzellenter Grund, wieder Kontakt aufzunehmen. 3. Echte Überraschungen (Der Ritz-Carlton-Moment) Die Geschichte vom vergessenem Kuscheltier im Ritz Carlton ist legendär. Das Hotel schickte das Stofftier nicht einfach zurück, sondern machte Fotos davon am Pool und an der Bar („Ich mache noch länger Urlaub") und sendete diese mit. Der Aufwand? 10 Minuten. Der Effekt? Lebenslange Treue der Eltern. Was ist dein „Kuscheltier-Moment" für deine Kundenbindung B2B? Vielleicht eine handgeschriebene Karte zum Frühlingsanfang statt der 08/15-Weihnachtskarte, die eh im Müll landet? Fazit: Dreh den Trichter um (Bow Tie Funnel) Wir reden im Vertrieb oft vom Sales Funnel. Oben viel rein, unten kommt der Abschluss raus. Aber eigentlich geht es danach erst richtig los. Denk an eine Fliege (Bow Tie). Nach dem Knoten (dem Kauf) öffnet sich der Trichter wieder: Upselling, Cross-Selling, Empfehlungen. Wenn du deinen Vertrieb darauf ausrichtest, wird die Neukundenjagd plötzlich zweitrangig. Du wächst entspannter, profitabler und mit mehr Freude. Fang an, deine Bestandskunden nicht nur zu verwalten, sondern zu begeistern. Möchtest du wissen, wie viel Potenzial wirklich in deinem Vertrieb schlummert und wie du deine Kundenbindung B2B professionalisierst? Lass uns sprechen. Geschätzte Lesedauer: 6 Minuten Wie sind deine Erfahrungen? Fokussierst du dich auf Neukunden oder pflegst du deinen Bestand? Schreib mir gerne auf LinkedIn oder Instagram!

It's easy to feel discouraged when things take an unexpected turn, especially after a string of successes. Keith Kalfas spoke candidly about how many of us lose momentum and slip from a place of focus into a phase of discouragement. The pandemic and other worldly changes affected the rhythm for countless entrepreneurs, leaving even the most driven individuals wondering, "What happened to my mojo?" But grit isn't about never falling—it's about how you get back up. As Keith Kalfas recounted, even successful people can become complacent or coast after achieving certain goals. The key is continuing to show up, do the work, and push beyond the low points.   Today You'll learn:  Real techniques for building rapport with customers, winning trust, and closing higher-value jobs by listening and being thorough in your proposals. How to handle disrespect and tough clients while maintaining your composure and not letting negative energy bleed into future opportunities. The role of faith and honoring God, especially during tough times, and how gratitude and surrender can shift your perspective. A reminder not to compare yourself to others, but to water your own grass, focus on your purpose, and trust the process.   "You have everything that it takes. You have it inside of you." - Keith Kalfas   Topics Covered 00:00:20 – Introduction: The Power of Grit Keith Kalfas introduces the theme of grit and acknowledges that while many people received the invitation to show up, only those with real determination did. He sets the stage for stories about personal growth and challenges. 00:01:04 – Business Struggles and Finding Focus Again Reflecting on the ups and downs of building a landscaping business, Keith Kalfas discusses losing momentum, dealing with discouragement, and reigniting the spark to "crush it" daily. 00:02:09 – A Year of Change: Systems, Hiring, and Sales A breakdown of how Keith Kalfas refined his business—hiring new staff, implementing CRM systems, perfecting sales processes, and improving client communication. 00:03:13 – On the Job: Quoting and Communicating with Customers Storytime: Keith Kalfas shares his customer quoting strategy, including building trust, itemizing scope, and presenting solutions that increase job value. 00:04:26 – Upselling and Turning Small Jobs into Big Wins How offering additional services and identifying new opportunities can dramatically increase job size and revenue. 00:06:14 – The Importance of Professionalism and Presence Tips on balancing being relaxed with showing you're a busy, in-demand professional—and why customers respond positively to organized, time-efficient service providers. 00:08:43 – Navigating Pricing and Customer Negotiations Keith Kalfas shares a tough story on maintaining composure and integrity during uncomfortable price negotiations, teaching listeners how to stand firm and know your value. 00:12:27 – Personal History: Overcoming Hardship and Loss Sharing personal challenges, including homelessness and the loss of his mother, Keith Kalfas demonstrates how grit is forged through real-life struggles and how it shapes character. 00:18:04 – The Demarcation Line: Choosing Who You Will Be A motivational segment about how to respond when life gets tough—choose grit, honor God, and don't let setbacks define you. 00:20:10 – Closing Big Jobs: Communication & Detailed Quotes A step-by-step breakdown of how Keith Kalfas closes high-ticket landscaping jobs with ultra-transparent, itemized quotes, speed, and clear client messaging. 00:28:36 – Managing Large Jobs: Ongoing Communication Learn why ongoing updates, daily text threads, and clear expectations keep clients satisfied and jobs running smoothly—even through unexpected construction delays. 00:32:46 – Handling Payment Issues & Staying Calm When final payment delays happen, Keith Kalfas shares the importance of staying calm and following up professionally, instead of reacting emotionally. 00:34:22 – Standing Up for Yourself: Defending Your Work Ethically Keith Kalfas describes a situation where a competitor tried to undermine his work, and how he asserted his expertise and maintained client relationships with integrity and "grit." 00:38:03 – Faith & Gratitude Through Difficult Losses Stories of loss—giving his dog CPR and the emotional aftermath—lead to advice on honoring God through both good times and hardships. 00:40:24 – The Power of Self-Talk & Comparison A closing reminder on speaking positivity, avoiding negative self-talk, and focusing on your unique path instead of comparing to others.   Key Takeaways Hold onto your grit, even in adversity: When faced with challenging clients or situations, don't let frustration or disrespect shake your confidence or authenticity. Staying rooted in professionalism and self-respect—even when emotions run high—can turn obstacles into defining moments. Remember, your response shapes your reputation and future success. Honor clear communication and integrity in your work: Detailed transparency with clients (from itemized quotes to consistent updates) builds trust and can prevent misunderstandings. When complications arise—like unexpected delays or doubts from clients—stand firm in your value, remain honest, and educate patiently. Acting with integrity, even under pressure, pays off in the long run. Never compare your journey to others; walk your own path: Whether it's hearing about others crushing it or feeling behind, putting energy into self-comparison drains you and clouds your purpose. Focus on watering your own grass—invest in your unique mission and efforts. Fulfillment and growth come from staying true to your story, not chasing someone else's. Connect with Keith Kalfas: Instagram: https://www.instagram.com/keithkalfas/ Facebook: https://www.facebook.com/thelandscapingemployeetrap Website: https://www.keithkalfas.com/resources Youtube: https://www.youtube.com/@keith-kalfas   Resource Links Jobber CRM Free Trial:  getjobber.com/kalfas. Footbridge Media for Contractors: footbridgemedia.com/Keith Untrapped Alliance Application: keithkalfas.com/alliance   Written and Edited by: Ma. Teresa Catangay-Bardinas 

In this episode, Shawn Gervais and Marshall Hill break down the uncomfortable truth most shop owners don't want to hear: the real money isn't in new leads — it's in the customers you already have. If you're not nurturing, onboarding, and upselling properly, you're leaving massive revenue on the table and working way harder than you need to.The guys unpack why the detailing industry is booming right now — and why many shops still aren't seeing the upside. From weak onboarding to lazy follow-ups and awkward upsells, this episode exposes where revenue leaks actually happen and how to plug them with intention, not pressure. Upselling isn't about squeezing customers — it's about guiding them toward better outcomes while making them feel good about every decision.They also dive into the power of essential service packages — how bundling, timing, and positioning can dramatically increase average ticket value, lifetime value, and repeat visits without buyer's remorse. When done right, upsells don't feel like sales… they feel like care.This episode is a blueprint for 2026 growth: nurture first, sell second, build relationships that compound, and design systems that make money after the first transaction. Because if your business only makes money once per customer — you don't have a business, you have a hustle.Listen in if you want higher revenue without higher stress — and if you're ready to stop guessing and start stacking.

#759 What if a simple postcard could open the door to a full-blown, high-margin local marketing agency? In this episode, host Brien Gearin sits down with Dalton Joyner and Rachel Smith, founders of Big Sky Automation, to break down a simple (and surprisingly profitable) local-agency growth play: using shared direct-mail postcards as a “foot-in-the-door” offer that brings small businesses in fast — then upselling into higher-value services like web development, Google Business Profile optimization, and reputation management. Dalton and Rachel share their origin story, how they structure the postcard program, the exact tools they use to fulfill mailers through USPS EDDM, and how they keep execution simple with Canva and automation. They also reveal how they've turned the model into an online community that helps others launch the same business in their own towns! What we discuss with Dalton and Rachel: + Shared direct-mail postcards + Low-cost “foot-in-the-door” offers + Splitting postcard costs + USPS EDDM fulfillment + Local business lead generation + Upselling agency services + Google Business Profile optimization + Reputation management systems + High-margin postcard profits + Community-based agency model Thank you, Dalton and Rachel! Check out Big Sky Automation at BigSkyAutomation.com. Get the free Community Card Mini Course. Follow Dalton and Rachel on YouTube. To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

???? Physical therapy clinics don't need another EMR — they need a new business model. In this episode, TONY, DAVE and JIMMY unpack the “PT Lite” model, how insurance can be your Costco hot dog, and why premium upsells aren't dirty — they're how you grow.???? Whether you're a clinic owner, staff PT, or rehab entrepreneur, this conversation shows you how to repackage your value, attract better-fit clients, and build something scalable.⏱️ CHAPTERS / TIMESTAMPS:00:00 - Intro02:13 - How "PT Lite" unlocks new patients09:22 - The barrier to short visits: PT psychology13:40 - Using ChatGPT as a triage funnel17:55 - Smart marketing with AI tools21:45 - Insurance as a loss-leader: like Costco's hot dog25:30 - Upselling ethically in physical therapy28:20 - The Gold's Gym clinic model33:40 - Pricing mindset: why PTs undercharge39:00 - The gym-to-premium pipeline strategy

On the Christmas episode, analysts Don Kellogg and Roger Entner are joined by Peter Adderton, founder of Boost and MobileX, and Ronan Dunne, former CEO of Verizon's Consumer Group and O2, for a spirited discussion on MNOs, MVNOs, and the current state of the wireless industry.00:00 Episode intro00:27 MVNOs vs. their host carriers04:42 Segmentation as a powerful market force07:42 Wholesale vs. retail12:31 A lack of choices in the U.S.14:30 Is price the key concern?16:54 Why consumers actually change carriers18:42 Networks depend on MNO pricing20:44 Verizon, Visible, and subscriber growth24:23 MVNO strategy must differ26:20 Upselling lower-income customers27:40 Cable's free line strategy as a model28:51 Is Total relevant or not?31:10 Price vs. value31:57 The current landscape is unsustainable33:36 Which metrics matter?35:52 MVNO branding is falling short39:45 Business models should be customer-centric41:23 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Peter Adderton, Ronan Dunne, Christmas, MobileX, O2, Verizon, Boost, MVNO, MNO, carriers, Visible, cable, Comcast, Charter, Europe, Straight Talk, FWA, Mint, pricing, T-Mobile, giffgaff, data, network, Consumer Cellular, TracFone, ARPU, churn, Total, net adds, KPIs, value

Is your "swag" secretly hurting your brand? In this episode of Sales & Cigars, Walter sits down with Eric Turney from The Monterey Company to talk about why your promo gear should do more than just check a box—it should actually say something about your brand. Eric shares his unconventional path from construction, to almost becoming a physical therapist, to "falling backward" into sales and eventually buying the company he worked for. He and Walter dig into the real differences between being a great salesperson and being a great sales manager, handling customers who only care about price, and why saying "no" is sometimes the most professional move you can make. They also get into the nuts and bolts of branded merch: why quality matters, how to help clients think beyond cheap t-shirts, and what the pandemic and shipping chaos taught Eric's team about communication, margins, and long-term customer loyalty. If you've ever ordered promo products for an event, trade show, or team—and regretted it—this one's for you. In This Episode: College vs reality – Why what you learn in college has almost nothing to do with building wealth or becoming an entrepreneur. Rich Dad, Poor Dad mindset – The books that shifted Eric's view of money, business, and long-term wealth creation. From construction to custom merch – How a layoff, a false start in physical therapy, and a new baby on the way pushed Eric into sales at The Monterey Company. Learning sales on the fly – Word tracks, repetition, and what he learned from a top car salesman buddy. The Dutch Bros lesson – Why consistently great experience beats mediocre product—and how Eric trains his reps to "bottle" that. Salesperson vs sales manager – Why being good at selling doesn't automatically make you good at leading a sales team—and what Eric had to learn the hard way. Needing to be liked – Staying up late worrying about orders, over-promising, and the shift from "pushover" to respected advisor. When to say no – Recognizing problem customers, setting boundaries, and why "if they come for price, they'll leave for price." Niche focus – How Monterey naturally gravitated to government, military, and public service clients—and what those buyers really need. Helping the real decision-maker – Working with marketing coordinators and event planners who are tasked with buying merch but don't know where to start. The Core Four sales process – Call leads quickly, text often, quote fast, and get an art proof in front of the customer ASAP. COVID, ports, and tariffs – Container costs jumping 10x, shipping delays, switching to air freight, and choosing to eat margin to preserve long-term relationships. Quality vs cheap – Why spending 20–50% more can result in a 10x better product—and how that shows up in customer perception. Brand alignment in merch – Walmart polos vs Carhartt gear, why your team's apparel reflects your brand values, and how "one thing is how you do everything." Upselling the smart way – Medals plus shirts, plus stickers; building better event experiences instead of just pushing more product. Lifetime value thinking – Why Eric would rather lose margin on a few orders than lose a great client for good. Cigars & solitude – Eric's "special occasion" approach to cigars and why a great stick pairs well with quiet, not crowds. Connect with Eric Turney LinkedIn: https://www.linkedin.com/in/eric-turney/ The Monterey Company: https://montereycompany.com/    Connect with Walter Crosby and Sales & Cigars: Website: Helix Sales Development LinkedIn: Walter Crosby Instagram: @wcrosby248 Facebook: Helix Sales Development   Share Your Thoughts: We'd love to hear your feedback and experiences! Drop us a line and join the conversation on social media using #SalesAndCigars.   Never Miss an Episode! Join the Sales & Cigars community by subscribing to our podcast and YouTube channel: Subscribe to the Podcast: Apple Podcasts: Subscribe on Apple Podcasts Spotify: Follow on Spotify ...and wherever you listen to podcasts!   Subscribe to Us on YouTube: Stay updated with our latest video content by subscribing to our YouTube channel. Hit the bell icon for notifications on new uploads! YouTube: Sales & Cigars Channel   Stay in the loop: By subscribing, you'll get instant access to new episodes, insightful conversations, and bonus content designed to elevate your sales skills and more. Keep savoring those cigars and stay sharp in sales! Until next time, keep listening to Sales & Cigars—the podcast where the only smoke we blow is from cigars.

In this episode, Cody & Meagan tackle one of the trickiest parts of hospitality—upselling. When done poorly, upselling can feel pushy or “slimy” to guests, but when done right, it can enhance the guest experience and boost your revenue.Cody & Meagan break down how to make upsells feel natural, helpful, and even welcome—so your guests feel cared for, not sold to.

Interested in adding an additional unit to your short-term rental property? In today's episode, I'm talking with Will Brooks, owner and operator of multiple accessory dwelling units (ADUs). Will breaks down his ADU strategy, from zoning laws and unique features to financing and returns on investment. Time-stamps:Will Brooks and understanding ADUs (1:19)The best markets for ADUs (6:23)Dabbling in the mid-term rental market (10:02)Building an ADU on your personal property (12:48)Zoning laws for ADUs (19:23)Lodgify (23:12)Upselling and benefits of the bigger property (24:29)The unique features of one of Will's properties (31:00)The ROI on ADUs (34:45)How to be the best in your brand and market (43:12)Mentioned in This Episode:Get 20% off your annual subscription of Lodgify: www.brandandmarket.co/lodgifyConnect with Will:Website: shorttermraleigh.comConnect with Ali: Website: brandandmarket.coInstagram: instagram.com/brandandmarket.co

Analysts Don Kellogg and Roger Entner share insights from T-Mobile's recent Switching Made Easy event in Las Vegas and explore how the Un-carrier's bold strategies could shake up the industry in the new year.00:00 Episode intro 00:36 T-Mobile's Switching Made Easy event overview 03:17 Utilizing apps to simplify switching 05:17 Carrier switching pain points 07:24 Including devices in the process 09:46 Upselling and device insurance 13:53 How will the competition respond? 15:29 Ongoing research insights 17:36 2026 industry outlook 18:00 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, Un-carrier, switching, Srini Gopalan, Verizon, Dan Schulman, Comcast, Dennis Strigl, T-Life, devices, DoorDash, retail, insurance, Charter, gross adds, research, net adds, 2026

Are you ready to level up your post-campaign sales game? In episode 258 of Crowdfunding Nerds, Sean and Andrew, dive deep into the art of manufacturing, bundling, and distribution. Ever wondered how to maximize your returns after a successful Kickstarter? We've got you covered! Sponsored by HeroTime Manufacturing, we explore how to strategically plan your manufacturing orders, using my own game, Deliverance, as a case study. Discover how accessories and add-ons can boost your average order value and why a web store is essential for offering exclusive bundles. We also unravel the complexities of Amazon distribution and how to keep your profits intact. Plus, Sean reveals how ClickFunnels can transform your checkout process with upselling magic! Tune in for insights on controlling product flow, avoiding deep discounters, and innovative marketing strategies that could revolutionize your game sales. Don't miss this episode packed with actionable tips for long-term success! Links to Check Out: Table Tone App: www.tabletone.app Thank you to our sponsors! HeroTime1.com - Get a 3% discount off your Hero Time Manufacturing order using code: CrowdfundingNerds101 BridgeDist.com - We recommend Bridge Distribution & Fulfillment for US fulfillment and Amazon fulfillment. We use them for our own projects, too! Hive Interactive Pledge Manager - crowdfundingnerds.com/hive We recommend Mailerlite for building your community [Affiliate] - www.mailerlite.com/a/6K95GNejWHMV CrowdfundingNerds.com/Academy - If you are looking to DIY your crowdfunding, we have highly impactful courses that teach you how to build, excite, and prepare a crowd to fund you on Launch Day! Check out our website at crowdfundingnerds.com and join our bustling community on Facebook. Stay Nerdy!    

Topics discussed on today's show: National Chocolate Day, Dodgers 18 Inning Game, Lululemons and NFL, Diddy Release Date, Hurricane Melissa, Microreactor, Birthdays, Oldest President, Max TV Resolution, History Quiz, Licking Toads, AI Sports, AI Marriages, Upselling, Cheating, Studio Session: Rock Voices, and Apologies.

Strategisches Cross- und Upselling entfaltet Kraft erst dort, wo Beziehungen wachsen – nicht Verträge. Gero Decker beleuchtet, warum echte Umsatzsteigerung in der klugen Entwicklung von Accounts und den individuellen Herausforderungen großer Kunden liegt. Es geht um den Wert gemeinsamer Landkarten, kluge Pricing-Logik und die Kunst, Bedürfnisse früh zu erkennen. Erfolg entsteht nicht aus Taktik, sondern aus wirklicher Nähe zum Kunden. Wer Wachstum führen will, denkt Customer Success als gelebte Verantwortung – nicht nur als Rolle. Du erfährst... In dieser Episode erfährst du… …wie du mit Cross- und Upselling deine Kundenbeziehungen vertiefst. …warum die ersten 30 Tage entscheidend für den Erfolg im SaaS-Bereich sind. …welche Rolle Customer Success bei der langfristigen Kundenbindung spielt. __________________________ ||||| PERSONEN |||||

Send us a textBuy the Gateway Offer Workshop.We walk through the full gateway offer system—from defining the first-step win to naming, pricing, selling, and turning it into a bridge to your signature service. You'll leave with a clear template to stop giving away free discovery and start getting paid for tangible value.• gateway offers as the paid first step that proves value• why clients trust faster when they get an actionable deliverable• three traits of a strong gateway: repeatable, aligned, preparatory• examples: audits, blueprints, benchmark reports, assessments, mini workshops• pricing guidance using 10–25% of the main offer and founders pricing• packaging with a clear name, tagline, and simple description• selling via discovery calls, social teasers, and invite-only email• upsell tactics: fee credit, fast-action bonus, clear timelines• systematizing with scheduling, templates, and canned emails• pipeline planning with scheduled follow-ups at 3, 6, and 12 monthsGrab the replay-turned-course with step-by-step directions to launch your gateway offer for $97.If you loved this, please hit subscribe, rate, and review, and share it with a friendJoin my Gateway Offer workshop right below in the show notesSign up for the waitlist to join the Tiny Marketing Club for trainings, feedback, and pop-up coachingJoin my events community for FREE monthly events.I offer free events each month to help you master your business's growth through marketing, sales, systems, and offer strategy. Join the community here!Support the showApply for the Tiny Marketing Club >>> Join the ClubCome tour my digital home :) >>>WebsiteWanna be friends? >>> LinkedInLet's chat every Tuesday! >>> NewsletterCatch the video podcast on YouTube >>>YouTubeJoin my event group for live events >>> Meetup

On this episode of The SaaS CFO Podcast, host Ben Murray is joined by Ricardo Ghekiere, co-founder of BetterPic. Ricardo takes us through his unconventional entrepreneurial journey, starting with running a coffee bar, dabbling in a variety of ventures, and eventually making his way into the tech space. He shares the fascinating story of how he acquired BetterPic for just one dollar, rebuilt the company from the ground up, and scaled it into a thriving AI-powered business that transforms selfies into professional headshots. Ricardo talks about navigating the challenges of transitioning from a B2C to a B2B go-to-market strategy, lessons learned from his first fundraising efforts, and his approach to metrics and profitability. We also get a sneak peek into BetterPic's expansion into the fashion industry, their recent $2.5 million seed round, and Ricardo's candid insights on scaling, pricing, and international growth. Stick around for actionable advice, behind-the-scenes stories, and a look at what's next for BetterPic and its new ventures. Show Notes: 00:00 Difficulty Attracts Talent 03:25 "Consumer-First, Expand to B2B" 08:53 Startup Secures $2.5M Funding 12:38 "Finding the Right Investors" 15:22 "B2B CRM Essential for Upselling" 17:49 Pricing Experiment Insights 20:09 Monthly Business Metrics Overview 23:52 Business Acquisition in San Francisco Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/betterpic-raises-2-5-million-in-seed-round Ricardo Ghekiere's LinkedIn: https://www.linkedin.com/in/ricardo-ghekiere/ BetterPic's LinkedIn: https://www.linkedin.com/company/betterpic/ BetterPic's Website: https://www.betterpic.io/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

In this weeks episode, the Mayor and Toby discuss the intersection of technology and insurance, focusing on the challenges and opportunities within the industry. They explore the role of AI in transforming insurance processes, the importance of understanding client needs, and the potential for technology to attract new talent to the field. Toby shares insights from his journey in the insurance and tech sectors, highlighting the innovative solutions his company, OneFort, is developing to streamline operations and enhance client relationships.TakeawaysAI is transforming the insurance industry by automating processes.Understanding client needs is crucial for effective insurance solutions.Technology can attract new talent to the insurance field.OneFort focuses on independent insurance agents to maximize impact.Manual processes in insurance are time-consuming and need automation.Cross-selling and upselling are key strategies for insurance growth.AI can help identify underinsured clients and recommend solutions.The insurance industry faces a talent shortage that technology can address.OneFort integrates with existing tools to streamline insurance workflows.Toby emphasizes the importance of continuous innovation in tech solutions.Chapters00:00:02 Introduction and Greetings00:00:05 Discussing Upcoming Events00:00:20 The Role of Magic in Trade Shows00:03:23 Toby's Journey in Insurance and Tech00:07:55 Miscommunication in Insurance and Tech00:16:21  Focus on AI for producers, and CSR's 00:29:01  AI Solutions for Insurance00:32:04 Cross-Selling and Upselling with AI00:39:32 Future Plans and Industry GrowthSponsors:Smart Choice The Fastest growing agency network in country! Hands DownCanopy Connect - Your 1 click solution to getting the dec pages you need to quote your prospects

Get a Virtual Assistant https://keap.page/tjb048/elevate-strategic-partnership.htmlSend me a DM "GROW" on IG ⁠instagram.com/jenniferjadealvarez⁠ to get your FREE copy of The Ultimate Salon Growth Blueprint: Systems, Sales, and Scaling for SuccessMYA- Lead Generation Quiz https://joinmya.com/meetings/hannah-kipp/mya-virtual-tour-jennifer-alvarez Use code JA2FREE for 2 months free Join the free Facebook group to join like minded beauty pros! ⁠www.Facebook.com/groups/salonandsuitebusiness⁠Podcast Guest- Shawna Murphyhttps://www.stylesmartva.comIn this episode, we delve into the transformative role of virtual assistants in the beauty industry. Discover how these digital helpers are revolutionizing customer service, streamlining operations, and enhancing the overall client experience. From booking appointments to personalized beauty advice, virtual assistants are becoming indispensable tools for beauty professionals and enthusiasts alike. Join us as we explore the future of beauty, where technology and creativity intersect to create a more efficient and personalized industry. Tune in to learn how virtual assistants are not just a trend, but a vital component in the evolution of beauty services.Keywordsvirtual assistant, beauty industry, salon management, delegation, customer service, Style Smart VA, business growth, technology, AI, client retentionSummaryIn this episode of the Beauty Business Game Changer podcast, host Jennifer Alvarez speaks with Shawna Murphy, founder of Style Smart VA, about the transformative role of virtual assistants in the beauty industry. Shawna shares her journey of starting Style Smart VA out of necessity during the pandemic and discusses the importance of delegation, customer service, and the unique challenges faced by salon owners. The conversation explores how virtual assistants can enhance client experiences, improve business efficiency, and ultimately drive revenue growth. Shawna emphasizes the need for salon owners to embrace technology while maintaining the human touch in their services, and she provides insights on how to effectively integrate virtual assistance into salon operations.TakeawaysVirtual assistants can significantly improve client communication and booking efficiency.Delegation is crucial for salon owners to focus on high-value tasks.Understanding the unique needs of the beauty industry is essential for virtual assistants.The deskless model can enhance customer service and reduce overhead costs.Building a strong partnership with a virtual assistant is key to success.AI can assist but cannot replace the human touch in client interactions.Regular follow-ups with leads can convert potential clients into bookings.Marketing strategies should include reaching out to past clients for re-engagement.Training virtual assistants is necessary for them to understand the business.Small adjustments in processes can lead to significant improvements in business operations.Chapters00:00 Introduction to Virtual Assistance in the Beauty Industry02:51 Shawna's Journey: From Stylist to Entrepreneur06:01 The Importance of Client Communication09:12 Delegation: The Key to Business Growth12:06 Differentiating Style Smart VA14:54 The Deskless Revolution in Salons17:56 Enhancing Customer Experience with Virtual Assistants20:56 Return on Investment: Maximizing Business Efficiency28:11 Enhancing Guest Experience with Virtual Assistants28:58 Strategies for Salon Growth Using Virtual Assistants31:13 Leveraging Social Media for Client Engagement32:49 The Importance of Lead Follow-Up33:56 Upselling and Client Retention Strategies37:30 The Role of AI in Business Operations39:08 Balancing Technology and Human Interaction43:16 Building Strong Partnerships in Business46:20 Identifying the Right Fit for Virtual Assistance

In episode 150 of 'On the Whorizon' SWCEO founder and host MelRoseMichaels sits down with KrissyVictory, performer, cosplayer, streamer, and online creator, to explore how she's built a sustainable career both onstage and online. KrissyVictory shares her journey from cosplay to dancing to running a hybrid brand across OnlyFans, Fansly, Patreon, and Twitch. If you've ever struggled with burnout, slow nights, or maintaining momentum in a crowded creator economy, this conversation will provide you with real strategies and inspiration to adapt without losing yourself.

Want to start your own podcast? Watch my free webinar Podcast Success Secrets to learn how to start, grow, and monetize your own podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.podcastsuccesssecrets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Welcome to the optYOUmize Podcast where we help entrepreneurs build the business AND life of their dreams. Get tips, tactics, stories, and inspiration from interviews with business and personal development experts and lessons from my own successes and failures so you can make more, work less, and live better. You don't have to go it alone--we're here to support and motivate you, and encourage you to keep going until you reach your goals. Follow optYOUmize Podcast with Brett Ingram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Summary In this conversation, Brett Ingram discusses the intricacies of online sales funnels, highlighting their advantages and disadvantages compared to traditional sales methods. He explains the concept of sales funnels, emphasizing their potential to significantly increase sales through strategic upselling and customer engagement. The discussion covers the essential steps to create effective sales funnels, including logical product offerings, pricing strategies, and the importance of immediate follow-up offers. Ingram concludes by reiterating the transformative power of sales funnels in optimizing revenue and enhancing customer experience. Chapters 00:00 Introduction to Online Sales Funnels 02:46 The Pros and Cons of Online Sales 04:12 Understanding Sales Funnels 09:59 The Power of Upselling in Funnels 14:13 How to Create Effective Sales Funnels 24:57 Conclusion and Key Takeaways #onlinesales #salesfunnels #personaldevelopment #entrepreneurship #optyoumize #brettingram #entrepreneurpodcast #podmatch

Dr. Tony Ebel shares a comprehensive 5-step framework for advocating for your child in hospital and medical intervention settings. Drawing from his personal experiences with his son Oliver's 6-week NICU stay and recent emergency room visits, Dr. Tony provides practical strategies for parents to navigate medical decisions with confidence. He emphasizes the importance of slowing down, asking the right questions, trusting parental instincts, and thorough documentation when facing medication decisions, surgeries, or medical interventions.The episode covers the paradox of modern medicine - its life-saving emergency capabilities versus its role in chronic illness - and empowers parents to take control of healthcare decisions for their children. Dr. Tony provides real-world examples and teaches parents how to avoid being "upsold" unnecessary medical interventions while still receiving appropriate care.Key Topics & Timestamps[00:01:00] - Introduction to the 5-Step Advocacy Framework [00:04:00] - Oliver's NICU Story and Medical "Upselling" [00:06:00] - Step 1: Slow Down the Decision [00:11:00] - Step 2: Ask for Full Explanation (Risks, Benefits, Alternatives) [00:13:00] - Step 3: Get Clarity on Urgency [00:18:00] - Step 4: Trust Your Gut and Seek Second Opinion [00:20:00] - Step 5: Document Everything [00:27:00] - Bonus Step 6: Bring an Advocate-- Follow us on Socials: Instagram: @pxdocs Facebook: Dr. Tony Ebel & The PX Docs Network Youtube: The PX Docs For more information, visit PXDocs.com to read informative articles about the power of Neurologically-Focused Chiropractic Care. Find a PX Doc Office near me: PX DOCS DirectoryTo watch Dr. Tony's 30 min Perfect Storm Webinar: Click HereSubscribe, share, and stay tuned for more incredible episodes unpacking the power of Nervous System focused care for children!

Stacey Hylen is an internationally recognized business coach, growth strategist, and former Vice President of Chet Holmes International. With over two decades of experience helping entrepreneurs and Fortune 500s uncover untapped revenue, she is the author of the upcoming book Hidden Profits: More Clients and Cash. In this episode, Stacey reveals powerful, actionable strategies to boost profits—without spending more on marketing—including reactivating past clients, raising prices with confidence, and fixing hidden “profit leaks.” Tune in to discover how to shift from scarcity to abundance and transform your business into a revenue-generating machine. Today we discussed: 00:00 Start 00:52 Introduction to Stacey Hylen 01:28 Hidden Profits Concept and Initial Story 02:38 Raising Prices and Overcoming Fear 03:44 Narrowing Focus and Attracting Ideal Clients 05:32 Profit Leaks and Focus on Revenue-Generating Activities 06:39 Shifting Sales Mindset from Selling to Serving 07:54 Business Owners' Relationship with Profit 09:48 Low Hanging Fruit: Reactivating Past Clients 11:42 Come Back Strategy Success Stories and Lessons 12:47 Repackaging and Repositioning Offers 13:53 Hidden Profits Framework: Reactivation and Upselling 15:06 Team Involvement in Sales and Cross-Selling 16:37 From Commodity to Couture: Positioning for Value 18:24 Surprising Client Results and Simple Strategies 20:02 Closing and How to Connect with Stacy Hyland Rate, Review, & Follow If you liked this episode, please rate and review the show. Let us know what you loved most about the episode. Struggling with strategy? Unlock your free AI-powered prompts now and start building a winning strategy today!

Let's get into the concept of customer lifetime value (LTV) and its pivotal role in profitable scaling. Discover strategies to maximize customer spend, enhance retention, and improve cash flow by transitioning from reoccurring to recurring revenue models. Shannon shares actionable tips on upselling, improving customer experience, and leveraging customer referrals to reduce acquisition costs and boost LTV. Tune in to learn how focusing on customer value can significantly impact your business growth and set the stage for successful scaling.   What you'll hear in this episode: [0:45] Understanding Customer Lifetime Value (LTV) [1:45] Recurring vs. Reoccurring Revenue Models [7:05] The Importance of Upselling [9:10] Leveraging Referrals and Partnerships [11:15] Scaling Your Business Profitably   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

The self-service kiosk industry is exploding from $12 billion to $21 billion by 2027, and Don McCoole from Infi USA reveals how restaurants are seeing 40% sales increases through AI-powered upselling. From food trucks to major chains, kiosks are solving labor shortages, boosting average tickets by 20-30%, and delivering ROI in just 4-5 days. Discover why Gen Z prefers kiosks, how one location doubled tips from 8% to 14%, and the game-changing technology that's transforming customer engagement across QSR, fast-casual, and beyond.This episode brought to you by: INFI — Self-ordering made simple.

#472 What if the easiest way to grow your business was hiding in plain sight — your existing customers? In this episode, host Brien Gearin welcomes back Brian O'Connor, ex-Deloitte consultant, founder of TalentHQ, and three-time MU guest, to dive deep into the power of customer success. Learn how businesses of all sizes — from SaaS companies to local service providers — can drive massive growth by retaining clients, generating referrals, collecting more reviews, and increasing lifetime customer value. Brian also shares how he helps companies hire top-tier talent from Latin America at a fraction of U.S. prices, and why the Customer Success Manager might be the most overlooked (and most profitable) role in your business. Whether you're just starting out or scaling fast, this episode will help you unlock more revenue — without chasing new leads! What we discuss with Brian: + Customer success vs. customer service + Retention, referrals, and renewals + How SaaS pioneered customer success + Reoccurring vs. recurring revenue + Upselling through relationship building + Why reviews drive local business growth + Hiring top talent in Latin America + Small business roles to outsource + Automating follow-up for repeat sales + Customer success for online communities Thank you, Brian! Subscribe to Brian's newsletter at OutlierGrowth.com. Follow Brian on social media @thebrianfoconnor. Email Brian at brian@talenthq.co. Watch the ⁠⁠⁠⁠⁠video podcast⁠⁠⁠⁠⁠ of this episode! 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. EXCLUSIVE NordVPN Deal ➼ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://nordvpn.com/millionaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try it risk-free now with a 30-day money-back guarantee! Want to hear from more incredible entrepreneurs? Check out all of our interviews ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Learn more about your ad choices. Visit megaphone.fm/adchoices

Let's talk about making more money without booking more weddings.In this episode, we're breaking down how upsells can completely shift your income potential without adding more work to your calendar. And no, we're not talking about sleazy, awkward, salesy tactics that make you feel gross. We're talking about value-driven offers that feel like a service, not a pitch.This is about knowing your worth, trusting your expertise, and offering solutions that truly serve your clients and yes, getting paid for it.Because here's the truth: most wedding creatives are leaving money on the table every single time they book a client. Not because they don't have something valuable to offer—but because they're afraid to bring it up.In this episode, we're flipping that mindset on its head. We're talking about why upselling doesn't have to feel gross, how to introduce it without pressure, and what it means to sell from a place of confidence and care.You don't have to take on more work to make more money.You don't have to say yes to more bookings just to hit your income goals.You don't have to stay stuck in the cycle of burnout and busyness.You just need to get clear on your value and start offering it. Let's go.

In this episode I am joined by Professor Mara Einstein, digital marketing critic; author and public speaker on cult brands and influencer scams; and tenured professor of media studies at Queens College (CUNY). Mara discusses her latest book “Hoodwinked: How Marketers Use the Same Tactics as Cults”, warns about manipulative marketing techniques used in media and religions, details the 9 steps of cult recruitment, and shares case studies of religious marketing models. Mara recalls her own life journey from an early interest in religions and cults, her path through academia studying religion and marketing, and her own discipleship under and subsequent disillusionment with spiritual teacher and political activist Marianne Williamson. Mara also considers religion as a product, analyses stealth Buddhism and prosperity gospel preachers, and offers her own thoughts on how religious groups can market themselves more ethically. … Video version: https://www.guruviking.com/podcast/ep306-marketing-tactics-of-religions-cults-prof-mara-einstein Also available on Youtube, iTunes, & Spotify – search ‘Guru Viking Podcast'. … Topics include: 00:00 - Intro 01:08 - Hoodwinked, 01:21 - Religion as a product 02:17 - Early interest in religion and cults 03:36 - PhD about religion and policy 05:35 - Televangelists and the Passion of the Christ 06:52 - The Purpose Driven Church marketing 07:34 - The secularisation theory and why the US bucks the trend 08:13 - Joel Osteen vs Oprah Winfrey 09:34 - Why do secular organisations use religious themes? 11:41 - Cults and Multi-level marketing 13:14 - Brand cults such as Apple 14:46 - Marketing Hoodwinked 1536 - Social media vs television advertising 16:37 - Rage farming, increased anxiety, and becoming susceptible to messaging 20:20 - Brand purchases as expressions of individual identity 21:42 - Selling the sacred, how religion and marketing intersects 25:03 - Mara's own religious journey through Judaism and the New Age 26:31 - Becoming a follower of Marianne Williamson 27:01 - Disillusioned by religion 27:13 - Studying evangelicals 27:58 - Interviewing Ralph White 28:29 - Mara analyses her own journey to becoming a follower of Marianne Williamson 32:00 - World Nutella Day 34:18 - Going deeper with Marianne Williamson 36:10 - 9 steps of cult recruitment 36:47 - Targeting the vulnerable 40:26 - Upselling and the Kabbalah Centre 42:02 - Love-bombing 43:14 - Tough love 44:34 - Creation of in and out groups 46:30 - Severe repercussions for leaving 47:22 - American Evangelism 49:33 - How should religions market themselves with integrity? 49:52 - “He Gets Us” and the Alpha Course 52:07 -2 year mission trips don't work 52:41 - The best marketing is to live the message 54:49 - Shady marketing tactics to avoid 56:22 - Beware of panacea answers 57:02 - Beware the charismatic leader 57:56 - How would Mara advice a religious group to use marketing ethically? 59:33 - Know your target audience 01:01:13 - The brilliance of Rick Warren's consumer research driven marketing 01:02:47 - Is stealth Buddhism shady marketing? 01:04:44 - Bait and switch of secular mindfulness 01:06:34 - Capitalist meditation 01:07:42 - Is MBSR a bait and switch? 01:09:09 - Mara's advice for those selling corporate mindfulness 01:10:15 - Transparency vs deception 01:12:23 - Make it ok to question and ok to leave 01:13:31 - Hoodwinked 01:14:15 - Pervasiveness of cults 01:15:13 - Influencers and a spectrum of cults 01:16:29 - Teal Swan and lifestyle marketing 01:17:21 - Anyone can be pulled into a cult … To find our more about Professor Mara Einstein, visit: - https://www.drmaraeinstein.com/ For more interviews, videos, and more visit: - https://www.guruviking.com Music ‘Deva Dasi' by Steve James

►► Ask Graham AI your #1 business question right now: http://grahamcochrane.com/ai If you're broke, and you're wondering, ‘What business can I even start with no money?' Friend, I've been there. I know what it's like to feel stuck, overwhelmed, and like you've got zero options. But here's the truth—being broke doesn't mean you're out of the game. In fact, it might just be the perfect place to start. In today's episode, I'm breaking down the exact steps you can take to launch a business from scratch, even if your bank account is empty. Let's talk strategy, mindset, and how to turn nothing into something. Chapters 00:00 Starting from Zero: The Entrepreneurial Mindset 04:44 The Coaching and Consulting Business Model 08:34 Identifying Your Ideal Customer 14:45 Creating Value: The Swipe File 18:08 Building Your Landing Page and Offers 22:24 Upselling and Building Trust 27:42 Crafting Your Elevator Pitch and Next Steps Explore more on my website: https://www.grahamcochrane.com Follow me on Instagram: @thegrahamcochrane

Boosting Hotel Revenue Through Exceptional Customer Service and Upselling with Geoffrey Toffetti Frontlinepg.com About the Guest(s): Geoffrey Toffetti is the CEO of Frontline Performance Group, headquartered in Florida, where he partners with over 2,500 hotels across more than 100 countries to generate millions in incremental revenue. His career in the hospitality industry began humbly as a valet at a Florida hotel, but his passion for sales and deep understanding of the industry propelled him quickly up the ranks. Leading FPG, Geoffrey Toffetti has guided the company through strategic growth phases, including acquisitions such as Drake Beal in the U.S. and TSA Solutions in Asia. The latter acquisition was notably carried out during the height of the COVID-19 crisis. Episode Summary: In this episode of the Chris Voss Show, listeners are introduced to Geoffrey Toffetti, CEO of Frontline Performance Group, a trailblazer in enhancing hospitality service standards and driving revenue growth for hotel clients globally. Geoffrey Toffetti shares his journey from a frontline hotel valet to leading a prestigious company influencing performance in the hospitality industry. His experience and initiatives have empowered many frontline employees to enhance customer service while influentially increasing profit margins. Through FPG, Geoffrey Toffetti established a bridge from being a service provider to a technology-first organization, especially vital during and after the pandemic era. Focusing on the myriad of possibilities within the hospitality industry, Geoffrey Toffetti discusses the unique challenges and opportunities with incremental revenues, including upselling tactics. Engagement and effective training of frontline employees have proven to pay high dividends, not just for the organizations but for the employees themselves. The conversation delves into the transformation of customer service standards over the years, implicitly hinting that true customer satisfaction and incremental sales go hand-in-hand. Geoffrey Toffetti elaborates on their Software-as-a-Service (SaaS) offerings that integrate learning management systems, which empower hotel and restaurant employees to excel by engaging customers effectively and increasing profitability. Key Takeaways: Incremental Revenue: Understanding and leveraging upselling at every customer interaction point significantly enhance the guest experience and the business's profitability. Employee Empowerment: Proper training and incentive systems can transform employees into top earners and significantly improve staff retention levels. Service First Philosophy: Sales should be viewed as a service to the customer, enhancing their experience rather than just a transactional necessity. Technology and Training: FPG provides powerful tools and training to ensure teams can maximize their potential, reflecting positively on both revenue and customer satisfaction. Consistency in Service: Achieving consistent exemplary service across every interaction is key to fostering customer loyalty and positive experiences. Notable Quotes: "Sales isn't something you do to your customer, it's something you do for them." "We want your guests to leave fat, happy, and broke." "Entrusting your best services to the guests is the best way to garner that trust and brand loyalty." "Turning common sense into commonplace." "Offer your best services is the best service you can offer."

A UK ad campaign tries to convince citizens death-by-choice is the future.  Related Resource What Would You Say: Assisted Suicide is Compassionate __________ Support the ongoing production of Breakpoint by becoming a monthly partner at colsoncenter.org/monthly. 

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