Podcasts about CRM

In this podcast episode, Dr. Jonathan H. Westover talks with Chad E. Foster about resilience reimagined and navigating change and transformation. Chad E. Foster is a trailblazer defying limitations with resilience and innovation. Despite going blind at 21, he's a rainmaker, billion-dollar generator, and tech innovator. Graduating as the first blind executive from Harvard Business School's leadership program, Chad created CRM software for the visually impaired, doing what tech titans said couldn't be done. Thriving in a Fortune 500 company, he directed financial strategies that produced billions in revenue and best-in-class margins. Check out all of the podcasts in the HCI Podcast Network!

What I've learned from 40 recruitment founder interviews in a yearThis week's episode of The RAG is a little different - it's just meAfter 40 in-person interviews across the UK, Dubai and Sydney, I wanted to take a moment to reflect on what I've learned in season 8 and what's next for the show.Here's 3 key learnings that I cover in this solo episode:Why headcount is no longer the main measure of successWhy remote teams, offshore talent and AI are shaping the future of recruitmentWhy profit is becoming more important than scale and exitIf you're a founder who's rethinking what growth really means and you want to build something profitable, sustainable and enjoyable - then this will helpWatch our ten-minute video on “The most profitable way to grow your recruitment agency in 2025” here: https://hubs.ly/Q03lBpYC0Apply to be on the next RAG season here: https://hubs.ly/Q03yjlLd0 Chapters00:00 Season Reflection and Future Plans02:48 Shifts in Recruitment Success Metrics05:44 Personal Business Transformation and Insights09:01 Profit Maximization Focus for Future Seasons11:43 Engagement and Community Building__________________________________________Episode Sponsor: AtlasYour memory isn't perfect. So Atlas remembers everything for you. Atlas is an end-to-end recruitment platform built for the AI generation. It automates your admin so you can focus on the business tasks that matter. How many conversations do you have every day? With clients. Candidates. Your team. Service providers.Now how many of those conversations can you recall with 100% accuracy? How many hours a week do you spend making notes to try and retain as much as possible? And how much is still getting lost along the way? Traditional CRM systems weren't built for the type of recruitment business you're running right now. They were built to rely on the structured, tagged, categorised, and formal data you could feed it. Manual processes that needed you to input specific information, based on specific questions and answers. But what about all the other conversations you're having every single day? Atlas isn't an ATS or a CRM. It's an Intelligent Business Platform that helps you perform 10X better than you could on your own. How? By removing all your low value tasks, acting as your perfect memory, and providing highly relevant recommendations to impact your performance. Learn more about the power of Atlas – and take advantage of the exclusive offer for The RAG listeners – by visiting https://recruitwithatlas.com/therag/ __________________________________________Episode Sponsor: HoxoRecruitment agency founders - this one's for you.What's your plan for the rest of 2025?If it's based on more cold outreach, referrals, or hiring more recruiters… we've got news for you. That's not where the smart money is going.The market has changed. AI is everywhere. Noise is louder than ever.So if you want to scale profitably this year, you need to do things differently!It starts with what you already have.Your experience. Your network. Your voice.And we are showing you exactly how to use it in a brand-new, FREE Masterclass - built specifically for recruitment leaders like you.You're going to learn:Why your LinkedIn content isn't working - and how to fix...

Thanks to our Partners, NAPA Auto Care and NAPA TRACS Recorded at the Institute Summit 2025, Tracy Holt and Patrece Holt Vance, a brother-sister duo from a family owned shop, share how their business transitioned into a new era of strategic growth and profitability under their leadership. They credit much of their progress to the accountability and peer support they found through the Institute's Peer Groups. Tracy and Patrice also open up about the critical role of workplace culture and employee well-being in their success, and Tracy reflects on how a personal tragedy reshaped his "why" and fuels his drive today. Tracy Holt and Patrece Holt Vance, Performance Place, South Jordan, UT Show Notes Watch Full Video Episode The Institute of Automotive Business Excellence: https://www.wearetheinstitute.com/ Don't Sell, Connect: The Power of Emotion with Your Clients [RR 1032]: https://remarkableresults.biz/remarkable-results-radio-podcast/e1032/ Introduction (00:00:00) Guest Introductions and Family Business Background (00:01:01) Composite Partner Program and Accountability (00:02:00) Vulnerability and Sharing Struggles (00:04:14) Common Struggles Among Shop Owners (00:05:40) Summit Speakers and Dan Clark's Message (00:06:12) The Evolving 'Why' and Taking Action (00:07:07) H Self-Doubt and Risk in Business (00:08:03) Family Dynamics and Succession (00:08:32) Balancing Work and Family Life (00:09:40) Major Life Pivot and Business Purpose (00:11:18) Lessons from Adversity and Team Building (00:13:08) CRM, Marketing, and Customer Loyalty (00:18:16) Profitability, Expansion, and Growth Mindset (00:19:20) Intuition and Sustainable Growth (00:20:39) Cost Management and Expense Control (00:22:10) Fear of Failure and Shifting Mindsets (00:24:24) Expansion, ROI, and Vision (00:26:38) Customer Relations and Word-of-Mouth (00:26:54) Opportunities, Multi-Shop Growth, and Caution (00:28:41) Conference Takeaways: Culture and Accountability (00:30:30) Continuous Improvement and Community Involvement (00:33:06) Implementing Conference Learnings (00:33:52) Thanks to our Partners, NAPA Auto Care and NAPA TRACS Learn more about NAPA Auto Care and the benefits of being part of the NAPA family by visiting https://www.napaonline.com/en/auto-care NAPA TRACS will move your shop into the SMS fast lane with onsite training and six days a week of support and local representation. Find NAPA TRACS on the Web at http://napatracs.com/ Connect with the Podcast: Follow on Facebook:

This week, Leighann Lovely from Love Your Sales joins us to dive into what it takes to build a successful sales strategy. She and Dave explore actionable insights for sales professionals at every stage of their career—from rookies to seasoned pros. Together, they break down key topics like time management, effective scheduling, smart prospecting, and how to consistently deliver value to your prospects.

In this episode of the Millionaire Car Salesman Podcast, Sean V. Bradley and LA Williams sit down with Rammy Joudeh and Dayne Thornicroft, co-founders of AutoBandit—a modern leasing marketplace transforming the automotive landscape. "Expand your horizons with all the different means of which you're selling." – Dayne Thornicroft The conversation opens with the success story of multimillionaire car salesman Cody Carter and highlights how his results stem from strategic use of auto brokers and marketplaces. Rammy and Dayne pull back the curtain on how AutoBandit sets itself apart from traditional brokers by offering a transparent, dealer-first platform backed by a rigorous vetting process to deliver high-quality, real leads. "He lives where the shoppers hang out." – Rammy Joudeh, on Cody Carter's strategy. This episode dives deep into the current leasing climate, explores how recent legislative changes like the “big beautiful bill” are impacting the market, and provides practical strategies for dealerships to diversify their prospecting channels and close more deals. "We produce a completely desked deal and qualified buyers.” – Rammy Joudeh Whether you're a GM, GSM, Internet Director, or top-performing sales professional, this episode is packed with insights that can help you scale smarter, sell faster, and take full advantage of what the marketplace model has to offer! Tune in to learn how AutoBandit is helping dealerships increase sales volume—and why now is the time to reach out and get started. Key Takeaways: ✅ Success Leaves Clues: Emulating the strategies of successful salespeople like Cody Carter can unlock new levels of achievement for sales professionals. ✅ Marketplace Versus Auto Broker: Understand the distinct benefits of using an online marketplace over traditional auto brokers to expand reach and streamline the car leasing process. ✅ Leasing Benefits: Discover why leasing is a thriving option in the automotive industry, particularly in light of recent economic and legislative changes. ✅ Transparent Transactions: Importance of maintaining transparency in vehicle pricing and the purchase process to promote customer trust and satisfaction. ✅ Risk-Free Opportunities: AutoBandit offers a risk-free way for dealers to list inventory, only charging fees upon the completion of a sale, providing a clear advantage over traditional sales models.   About Dayne Thornicroft Dayne brings expertise in finance and insurance, combined with a robust knowledge of data analytics. His analytical skills played a key role in co-founding AutoBandit with Rammy. Dayne's ability to optimize automotive deals and his deep understanding of complex leasing strategies make him a pivotal force in providing digital automotive solutions designed to elevate customer experiences.   About Rammy Joudeh Rammy is a serial technology entrepreneur with a rich background in SEO, search engine optimization, and online marketing. Driven by his passion for cars, Rammy co-founded AutoBandit, an online marketplace focused on transforming how vehicles are leased and financed. His experience includes founding successful startups and applying innovative marketing strategies to the automotive space.   Mastering the Art of Car Sales: Insights from the Millionaire Car Salesman Podcast Key Takeaways Leverage Proven Strategies: Cody Carter's success stems from embracing diverse methods such as Facebook groups, leasing mastery, and auto brokers. Embrace Transparency in Marketplaces: Establish marketplaces, like AutoBandit, provide a risk-free, transparent platform for car dealerships. Future-Proofing with Leasing: Understanding emerging trends and new legislation can reshape dealership strategies and consumer interactions.   In the world of automotive sales, achieving outstanding success demands both innovation and a keen understanding of market dynamics. The Millionaire Car Salesman Podcast provides a treasure trove of insights through candid discussions with industry insiders. The conversations with Sean V. Bradley and automotive experts Rammy Joudeh and Dayne Thornicroft underscore pivotal themes in today's automotive marketplace. By examining the strategies of top sellers, the role of innovative marketplaces, and the reshaping landscape due to new legislation, it becomes clear how these elements synergize to redefine success in car sales. Harnessing the Cody Carter Model: Strategic Success in Car Sales Cody Carter stands as a beacon of success in the automotive industry, consistently achieving remarkable sales numbers. His multifaceted strategy serves as a blueprint for other salespeople aiming to elevate their performance. As Sean V. Bradley notes, "Success leaves clues." Carter's approach is not just about exceptional interpersonal skills but about strategically positioning himself where the customers are: "He lives where the shoppers hang out," states Rammy Joudeh. Carter leverages several key tactics. His utilization of Facebook groups allows him to connect with potential buyers effectively. His expertise in leasing, specifically through self-service pricing platforms such as Least Genius, empowers customers with the information they crave, thus enhancing the buying experience. Moreover, Carter's strategic alliances with auto brokers create a pipeline for consistent, qualified leads. Understanding and implementing these elements can drive significant improvements in a salesperson's business model. Dealers and sales professionals need to adopt a mindset of continuous learning and adaptation, leveraging environments where customers are most active. Redefining Transparency in Car Dealerships with Marketplaces In an era where trust and transparency hold paramount importance, marketplaces like AutoBandit emerge as revolutionary platforms for dealerships. These marketplaces are transforming the car sales landscape by providing risk-free opportunities to connect buyers and dealerships. "We want to perform; if we don't perform, that's on us," says Rammy Joudeh, emphasizing the accountability and confidence embedded in their model. AutoBandit, as highlighted by Dayne Thornicroft, offers a unique approach by integrating transparency into the transaction process. With practices such as running soft credit apps, verifying IDs, and securing deposits upfront, the marketplace minimizes friction between buyer and dealership. This ensures that only qualified buyers engage, enhancing efficiency and customer satisfaction. By shifting focus to such platforms, dealerships can drive customer confidence and improve sales. They provide an avenue to bypass traditional lead generation pitfalls by creating seamless experiences that culminate in qualified, delivery-ready prospects. Navigating the Legislative Landscape: Impacts and Opportunities New legislation, particularly the recent "big beautiful bill," holds the potential to reshape the automotive industry. As Dayne Thornicroft outlines, significant aspects of these legislative changes include adjustments to EV rebates, impacting leasing's attractiveness. "Leasing a hybrid and an ev… their penetration rates… are much, much higher," he states, reflecting the growing importance of understanding these market shifts. The implications for car sales lie in adapting to these changes proactively. By capitalizing on current benefits, such as EV lease incentives before they phase out, dealerships can enhance their value proposition to customers. Such foresight ensures dealerships remain competitive amidst evolving legislative environments. Moreover, the conversation among the podcast's hosts touches on an evolving market ethos—consumers now expect pricing transparency. With the enforcement of initiatives like the Cars Act waning, responsibility falls on dealerships to maintain trust through integrity and openness, ultimately nurturing long-term customer relationships. Synthesizing Market Dynamics for Unparalleled Success The wisdom imparted through conversations on the Millionaire Car Salesman Podcast encapsulates key elements essential for domination in the car sales arena. From Cody Carter's strategic mastery to the disruptive innovations introduced by marketplaces like AutoBandit, and through the lens of crucial legislative shifts, a holistic understanding of these dynamics is vital. Dealers and sales professionals are encouraged to analyze and incorporate these insights, strategically aligning themselves with proven practices while remaining flexible to adapt to new challenges and opportunities. In doing so, they not only secure their success but redefine the standards of excellence in the automotive industry, paving the path for a future where knowledge, transparency, and strategic acumen drive unparalleled success.     Resources: AutoBandit: Looking for a better way to move inventory and close more deals? AutoBandit is here to help. Autobandit partners with dealerships to deliver motivated, in-market buyers right to you — cutting down the time your sales team spends chasing cold leads. With AutoBandit, you stay in control: manage your pricing, track deals, and watch your close rates rise, all from one easy-to-use platform. Want to see how it works? Visit autobandit.com/for-dealers   Dealer Synergy & Bradley On Demand: The automotive industry's #1 training, tracking, testing, and certification platform and consulting & accountability firm.   The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry! With over 29,000 members, gain access to successful automotive mentors & managers, the best industry practices, & collaborate with automotive professionals from around the WORLD! Join The Millionaire Car Salesman Facebook Group today!   Win the Game of Googleopoly: Unlocking the secret strategy of search engines.   The Millionaire Car Salesman Podcast is Proudly Sponsored By: AutoBandit: Sign-up with the industry's leading leasing marketplace, connecting dealerships with high-quality, pre-qualified leads through a fully transparent and streamlined platform. Built by dealers for dealers, AutoBandit empowers automotive professionals to scale their leasing operations, close more deals, and increase profitability without the hassle of traditional broker models. Whether you're a seasoned veteran or looking to tap into the growing leasing market, AutoBandit is your go-to resource for sustainable, scalable growth!   Dealer Synergy: The #1 Automotive Sales Training, Consulting, and Accountability Firm in the industry! With over two decades of experience in building Internet Departments and BDCs, we have developed the most effective automotive Internet Sales, BDC, and CRM solutions. Our expertise in creating phone scripts, rebuttals, CRM action plans, strategies, and templates ensures that your dealership's tools and personnel reach their full potential.   Bradley On Demand: The automotive sales industry's top Interactive Training, Tracking, Testing, and Certification Platform. Featuring LIVE Classes and over 9,000 training modules, our platform equips your dealership with everything needed to sell more cars, more often, and more profitably!

In this episode, I sit down with Jimmy Mackin for a tactical deep dive into what's truly working for real estate agents right now. We unpack the “triple threat” approach—combining direct mail, email, and social media—to help you generate leads and position yourself for growth in an ever-changing market. Jimmy, co-founder of ListingLeads.com and a recognized thought leader in the Boston area, shares timely strategies for thriving even as many agents are feeling discouraged or stuck. He talks through real-world referral tactics, the power of focusing on neglected contacts in your CRM, and unveils high-converting scripts you can use immediately to spark conversations and win new business. From ramping up your referrals by reaching out to your “neglect list,” to crafting irresistible “Deal of the Week” offers that create urgency and curiosity, Jimmy's insights are actionable and rooted in successful campaigns from thousands of top agents. We also explore best practices for leveraging scarcity with coming soon listings on social media, the psychology behind writing engaging texts and emails, and how to overcome analysis paralysis in today's overwhelming landscape of marketing choices. If you're a seasoned pro aiming to sharpen your edge, or an agent who's felt lost in the noise of too many options and not enough results, this episode is packed with golden nuggets to help you systematize your outreach, generate predictable referrals, and build momentum heading into the next season.

On this episode of the Customers First Podcast, I have an insightful conversation with Ken Cox, President of River City Internet Group and the mind behind InLink.com—a platform dedicated to providing small businesses and solopreneurs with the essential tools needed for success. Ken passionately shares his journey from a challenging childhood to becoming a key player in the tech industry, illuminating how his early experiences shaped his approach to empowering entrepreneurs.    Ken discusses the disparities he observed in the business landscape, particularly regarding the resources available to larger corporations compared to small businesses. He emphasizes the importance of creating a level playing field through technology, allowing smaller entities to compete effectively. His mission with InLink.com is to simplify operations for small businesses by offering an all-in-one suite that includes a fully integrated CRM, office tools similar to Google Drive, and unparalleled support. We explore how these resources not only improve productivity but also enhance customer experiences by streamlining communication and marketing efforts.   Throughout our discussion, Ken highlights the transformative impact of artificial intelligence in the business realm. By implementing AI-driven solutions, Ken aims to alleviate common pain points faced by small business owners, ultimately allowing them to focus on what they do best—serving their customers.   We dive deeper into the functionalities that differentiate InLink.com from other software on the market, such as its commitment to user data privacy, integrated marketing capabilities, and ease of use for entrepreneurs who may be apprehensive about navigating digital tools.   As our conversation unfolds, Ken predicts a future where small businesses leverage both Web 2.0 and 3.0 technologies to expand their presence beyond local markets. He envisions a time when Main Street businesses can create a national brand identity through innovative products and online courses, ultimately doubling or even tripling their revenue streams. For those eager to implement cutting-edge solutions and build winning strategies for their businesses, this episode is a must-listen.   Kens' Contact Information: Website: https://kencox.com LinkedIn: @kencox YouTube: @ClicksBricksPodcast   Tacey's Contact Information: Website: taceyatkinson.com All Socials: @TaceyAtkinson   Thank you for tuning in, and I look forward to having more valuable conversations together in the future.   Remember: Customer-Centric Cultures Create Magical Customer Experiences. Now Go, Create the Magic!

On this episode of Unlimited Capital, Chris Lopez interviews Marisa Amirian, a tech industry veteran turned capital raising systems expert. Marisa shares how her background in tech led her to build a niche helping capital raisers streamline investor communication and build scalable CRM systems. She emphasizes the importance of “always be capital raising,” nurturing investor relationships well before a deal is on the table, and tracking engagement to prioritize follow-up. The conversation dives deep into email marketing strategies, list segmentation, lead scoring, automation dos and don'ts, and how the most successful capital raisers prioritize phone calls and conversations over metrics and dashboards. Marisa Amirian Current Role: Founder of Capbloom, a tech platform and service provider for capital raisers Say hi to them at: LinkedIn: Marisa Amirian Website: www.capbloom.com | https://www.linkedin.com/in/marisaamirian/ Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

What turns a good idea into a movement? In this episode, Jon and Becky explore how purpose—when it's clear, actionable, and rooted in emotion—becomes the driving force behind real change.You'll hear how Scott Harrison rebuilt trust in giving through Charity: Water, how Sara Cunningham sparked a nationwide movement with Free Mom Hugs, and how Aidan Reilly and Ben Collier launched The Farmlink Project by picking up the phone.Through these stories, Jon and Becky share how to clarify your “why,” invite others in, and take that first meaningful step. Because movements don't need perfection—they need purpose that moves people.Tune in for a practical, heartfelt roadmap to turning belief into bold, inclusive action. Learn:How to transform personal passion into collective actionHow to remove barriers preventing people from participatingStrategies for decentralizing decision-makingEmbracing creativity in addressing social challengesUsing personal experiences to inspire collective actionUnderstand how to build trust and transparencyGaining confidence in taking initial steps towards creating changeRecognizing the power of community-driven initiatives.Episode HighlightsDefining Movement Fundamentals (03:44)How to Build Community Engagement (05:45)Learning to Overcome Trust Barriers (12:36)Personal Storytelling as Motivation (17:19)Innovative Problem-Solving (20:11)Practical Movement-Building Strategies (24:11)Episode Shownotes: www.weareforgood.com/episode/633Episodes Mentioned: Scott Harrison: https://www.weareforgood.com/episode/369Sara Cunningham: https://www.weareforgood.com/episode/8Aidan and Ben Collier: https://www.weareforgood.com/episode/300Thank you to our partners

¿Te gustaría tener una sesión en vivo conmigo una vez al mes y trabajar en tus ventas? ¡Entra a Detonadores de Valor!https://www.detonadoresdevalor.com/membresia¿No tienes un CRM? Comienza GRATIShttps://aff.trypipedrive.com/3gqeu4o6mi2z Accede a mi Curso Online "Cállate y Vende" con toda mi metodologíahttps://www.detonadoresdevalor.com/callateyvende00:00 Intro00:50 7 verdades que todo vendedor necesita escuchar (aunque duela)01:57 Cachetada #1 Cerrar no significa que sepas vender.04:27 Cachetada #2 Tal vez el cliente no es difícil… Tal vez tú no sabes vender.10:03 Cachetada #3 Quieres vivir de las ventas, pero no estudias ventas.14:40 Cachetada #4 Tal vez no eres caro… Solo eres malo vendiendo valor.19:59 Cachetada #5 Tu seguimiento no es seguimiento.24:43 Cachetada #6 ¿Eres bueno vendiendo o la empresa vende por ti?28:07 Cachetada #7 Tus excusas tienen mejor pitch que tú.32:35 ConclusiónEn este episodio dejamos los filtros de lado para poder hablarnos con la cruda verdad. Compartiré contigo 7 verdades incómodas que nos impactan a los vendedores todos los días.LINKS MÁS RECIENTES:¿Te gustaría tener una sesión en vivo conmigo una vez al mes y trabajar en tus ventas? ¡Entra a Detonadores de Valor!https://www.detonadoresdevalor.com/membresia¿No tienes un CRM? Comienza GRATIShttps://aff.trypipedrive.com/3gqeu4o6mi2z Hosted on Acast. See acast.com/privacy for more information.

In this conversation, Ryan Staley and Amos Bar-Joseph discuss the innovative capabilities of GetSwan, an AI-driven platform designed to enhance business operations through agentic workflows. They explore how Swann can streamline go-to-market strategies, automate lead qualification, and personalize outreach efforts, all while integrating seamlessly with existing CRM systems. The discussion highlights the efficiency and effectiveness of using AI to manage sales processes, ultimately transforming how businesses engage with potential clients.Your competitors are already using AI. Don't get left behind. Weekly strategies used by PE Backed and Publicly Traded Companies →https://hi.switchy.io/g2H5---Chapters00:00 Introduction to Swann and Its Capabilities02:38 Building Agentic Workflows for Go-To-Market05:53 Using Swann for Lead Qualification and Outreach08:45 The Power of Personalization in Messaging11:39 Exploring Use Cases and Future Potential

John Donnelly, Executive Director of Sales for Service First Mortgage, graces our latest episode with his wealth of experience in the ever-evolving mortgage lending industry. Known for his innovative approach and competitive edge, John discusses the pressing challenges of a market fraught with decreased demand and intense competition. He shares his unique strategies for success, from collaborating with realtors and builders to offering educational classes and special rate promotions. John's journey, which began with a passion for sales in his high school years, is a testament to the power of constant learning and effective listening.  Leadership is not without its hurdles, and John opens up about the tough decisions that come with the territory. From the initial hesitation to let go of employees who aren't a perfect fit, to the rewarding aspects of recruitment and securing deals, our conversation brings to light the complexities of building a successful team. John's personal narrative of leadership and resilience is further illustrated by his commitment to climbing Mount Kilimanjaro, driven by inspiration from the book "The 12-Hour Walk". This endeavor reflects his dedication to pushing boundaries and embracing personal growth through formidable challenges.  We also dive into the crucial role of Customer Relationship Management (CRM) systems in business success. John shares insights on overcoming the common hurdles of CRM adoption by leveraging the expertise of power users and fostering an environment of open communication. By starting small and encouraging collaboration, businesses can unlock the full potential of their CRM systems. Tune in to absorb these invaluable insights and connect with John and Service First Mortgage on LinkedIn for ongoing conversations on maximizing sales success and CRM engagement.  John Donnelly serves as the Executive Director of Sales at Service First Mortgage, a company dedicated to community enrichment and financial empowerment. Passionate about leadership development, John focuses on fostering growth and achievement through speed, service, and synergy. He believes success stems from strong leadership, a growth mindset, and partnering with organizations that deliver excellence. Committed to making a lasting impact, John strives to be an influential leader in both the professional and personal lives of his team.     Quotes:  "In today's competitive mortgage market, innovation and hustle are not just strategies; they're necessities."   "Leadership isn't just about making decisions; it's about making the right decisions, even when they're tough."  "The journey from passion to success in sales is paved with constant learning and the courage to listen."  "Climbing Mount Kilimanjaro taught me that leadership and resilience often require taking one step at a time, no matter how daunting the path."    Links:  John's LinkedIn - https://www.linkedin.com/in/thejohndonnelly/ Service First Mortgage - https://playbig.mortgage/ Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ 

Guest: Melissa Palmer   Guest Bio: Melissa started her sales career by accident, but quickly learned. She enjoyed connecting a customer with a solution and helping solve their problems and protect their interests. She is very good at building lasting relationships because her intention is always honest. She soon learned the best way to truly protect the customer is to also protect the company she represents; there has to be a win-win scenario, or no one wins in the long run. In management, she can do the greatest good as she works with the sales team to do just that, focusing on creating winning solutions for all. Melissa is also very energetic about what she does, and that energy is contagious.   Key Points: Career Journey into Sales & Manufacturing Melissa began working in manufacturing while studying elementary education, after passing a tape measure test at a temp agency. She started on the shop floor, moved into office roles, then customer service, sales, management, and technical roles. Melissa wanted a fresh start in sales after over 20 years at her first company, where she was often the "fixer." Within six months, she was promoted to Sales Manager due to her proactive ideas and contributions.   Sales Team Development at LS Industries Melissa feels her biggest win is unified messaging—the entire sales team aligned in language, story, and mission. She took advantage of team turnover to rebuild with aligned, enthusiastic hires. There is strong support from leadership (including the owner) who models the company's values. Focus on educating the team on purpose, customer-centric values, and collective goals.   Sales Philosophy & Leadership Set clear expectations for customers, build trust, and prevent miscommunication. As a sales manager, Melissa retrains and coaches. Leads by example (e.g., joining calls to demonstrate customer communication). Shows the real-time impact of proper communication. Success in sales depends on trust, not just rapport. Repeat business comes from being dependable.   Sales Challenges Pain points: Reps either say “no” too fast or say “yes” too easily without assessing feasibility and avoiding hard conversations with customers (especially around timelines or product complexity). Melissa's coaching approach is to educate on the long-term impact of honesty and setting realistic expectations, and emphasize quality and ROI over speed when needed.   Team Composition & Structure Melissa's current team consists of 12 people, including international, e-commerce, parts, and general sales. She describes her team as mostly “hunters” (actively seeking new business). The “Farmers” exist mainly on the parts team (inbound calls, upselling).   Talent Development Melissa has successfully transitioned shop floor workers into top-performing sales reps based on drive and hustle. People who are eager to grow and win tend to excel, even with little formal experience.   CRM Adoption & Usage The biggest challenge is getting reps to consistently use the CRM. Melissa was initially skeptical, but now sees it as essential for success, organization, and maintaining relationships.  Her approach is to minimize complexity—track only essential data, use automation (autosave communications, recurring tasks), regular reminders, training, and reinforcement, and “Trust but verify” through reporting and light oversight—not micromanagement.   Key Sales Leadership Insights Missing documentation in CRM can cost deals. Frequent retraining, reinforcement, and modeling behavior help build habits. Being transparent and reliable is more effective than always being agreeable.   Guest Links: (316) 670-6283 mpalmer@lsindustries.com www.lsindustries.com  www.winonavannorman.com  Connect on LinkedIn Connect on Facebook        About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus, and revenue generation experts. Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. If you are a business owner or sales manager with an underperforming sales team, let's talk. Click here to schedule a time. Please subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Instagram, and check out our website at https://gosalesology.com/. 

Today we are talking about The Member Platform, Why it was created, and How you can get involved with guest JD Leonard. We'll also cover Profile as our module of the week. For show notes visit: https://www.talkingDrupal.com/512 Topics Introduction to Member Platform Member Platform: Origin and Vision Member Platform Features and MVP Post-MVP Vision and Challenges SaaS Solutions and Drupal Forge CRM Project and Member Platform Vision Evaluating CRM Options Integrating External CRMs with Drupal Targeting Different Market Segments Current Progress and Future Plans Community Involvement and Contributions Getting Involved with Member Platform Resources Member Platform https://www.drupal.org/project/member Drupal Slack #member-platform Sign up for Member Platform news CRM https://www.drupal.org/project/crm Drupal Slack #crm Drupal forge Drupito https://debugacademy.com/ https://drupito.com/ Erpal CRM Core CIVICRM Contributors to Drupal Core Hosts Nic Laflin - nLighteneddevelopment.com nicxvan John Picozzi - epam.com johnpicozzi JD Leonard - jdleonard MOTW Correspondent Martin Anderson-Clutz - mandclu.com mandclu Brief description: Have you ever wanted to store user information in one or more configurable profiles, independent of the user entity itself? There's a module for that. Module name/project name: Profile Brief history How old: Project created in Oct 2015 by bojanz (boy-yan Z), but seems to originate in code that was in the 4.0.x branch of Drupal core. Recent releases are by Jonathan Sacksick (jsacksick) or Centarro Versions available: 8.x-1.12, which supports Drupal 9, 10, and 11 Maintainership Actively maintained Security coverage Test coverage Number of open issues: 125 open issues, 53 of which are bugs Usage stats: 34,338 sites Module features and usage Profiles are conceptually separate from the user account, and users will even edit their profile in a separate tab, which is a pretty common pattern A site can have multiple profile types, and then use permissions and roles to determine who can create which kind of profile Profile forms can optionally be shown during registration Profile fields can also be set as private, meaning that the value will only be visible to the user and site admins By default profiles will be displayed on the user's view page, and this can be configured in the “Manage Display” tab on accounts Profiles are also optionally revisionable The project page also notes that profiles are not currently translatable, but there is an issue with a patch, so you can try that if it's a requirement for you

What happens when decades of tech experience collide with luxury real estate and the power of artificial intelligence? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with real estate powerhouse Mandy Morrow, whose journey spans Fortune 50 leadership, tech innovation at IBM, and top-tier performance in Ponte Vedra's luxury housing market. Mandy unpacks how her corporate and tech roots uniquely position her to serve high-net-worth clients with precision, authenticity, and deep local knowledge. They explore how Mandy integrates artificial intelligence into market analysis, listing presentations, and CRM to elevate client consultations and streamline operations. She shares priceless insights for new and seasoned agents alike, emphasizing the value of asking the right questions, building genuine relationships, and focusing on long-term client value—not just transactions. It's a masterclass in leveraging experience, tech, and heart to build a real estate empire. Ready to elevate your real estate game? Subscribe to the Real Estate Excellence podcast for more industry masterclasses and connect with Mandy Morrow to learn how tech and trust can transform your client relationships.   Highlights: 00:00 - 12:30 Tech Roots & Transition to Real Estate Mandy's corporate background with IBM and tech sector Early involvement in AI and supercomputing Lessons from working at Watson Research Why her tech background benefits her real estate career Bridging high-tech skills into luxury real estate 12:31 - 24:30 AI as a Realtor's Secret Weapon Using ChatGPT, Claude, and Gemini for data analysis Uploading MLS data and prompting for insights How AI improves listing presentations and consultations Building confidence for new agents through roleplay Sharon Alter's AI-driven listing description strategy 24:31 - 36:30 The Art of Client Understanding Asking strategic questions to uncover client goals Tailoring presentations for high-net-worth individuals Case study: closing a $13M luxury sale Why authenticity beats canned pitches Handling fast-paced luxury consultations 36:31 - 48:30 Navigating Neighborhoods & New Construction Guiding buyers through area orientation tours Addressing misconceptions about CDDs and communities How lifestyle questions reveal true buyer preferences Analyzing lot direction, surroundings, and value Protecting clients from future resale risks 48:31 - 01:04:00 Choosing the Right Brokerage & Tools Why Mandy left other major firms for Compass Comparing Compass tech stack to legacy systems Agent-first vs. brokerage-first technology Compass AI initiatives and integrated CRM The ROI of tech tools vs. lead-buying traps 04:01 - 01:18:58 Agent Growth, Education & Longevity Leveraging AI for CRM, P&L reviews, and marketing The importance of lifelong learning and contract knowledge Stepping into the CEO mindset as an agent Mandy's involvement in committees and state leadership Building a client-centered, relationship-first career   Quotes: “I don't make the market—I just tell you what the market is and then strategize based on your goals.” – Mandy Morrow “The number one job is understanding your client—if you don't ask the right questions, you could be blindsided.” – Mandy Morrow “AI lets me stop being the CIO of my business and focus on what matters: my clients.” – Mandy Morrow  “This business is about long-term relationships, not transactions—do your clients right, and you'll always stay in business.” – Mandy Morrow   To contact Mandy Morrow, learn more about her business, and make her a part of your network, make sure to follow her on her Website, Instagram, YouTube, LinkedIn, and Facebook.   Connect with Mandy Morrow! Website: https://mandymorrowgroup.com Instagram: https://www.instagram.com/mandymorrowrealtor YouTube: https://www.youtube.com/@mandymorrowrealtor LinkedIn: https://www.linkedin.com/in/mandymorrow/ Facebook: https://www.facebook.com/mandymorrowrealtor   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #LuxuryRealEstate #AIInRealEstate #MandyMorrow #CompassRealEstate #PonteVedraRealEstate #ArtificialIntelligence #RealEstateTech #RealEstateTips #FloridaHomes #EliteAgents #RealtorSuccess #AskMoreQuestions #ClientFirst #ConsultativeSelling #RealEstatePodcast #TopRealtor #ModernRealtor #RealEstateAdvice #AIForAgents

How to Fix a Broken Sales Process with Dean Nolley (North Fulton Business Radio, Episode 886) Many business owners know something is off in their sales, but they wait until growth stalls or declines before seeking help. By then, the problems have usually deepened. In this episode of North Fulton Business Radio, host John Ray sits […] The post How to Fix a Broken Sales Process with Dean Nolley appeared first on Business RadioX ®.

Episode 160. I'm breaking down the Subordination Agreement on this episode. What is it, when you'll see it as a notary signing agent, and how to quickly explain it.The following link will take you to our Podcast links, YouTube, social media, and email:https://linktr.ee/peaksigningSupporting our sponsors supports the podcast:CRM: https://learn.loansigningsystem.com/masterclass-5998?am_id=derek68631-on-1 Notary Coaching: https://notarysuccesspath.com/coaching-program448866?am_id=derek820Loan Signing System http://loansigningsystem.com/?afmc=3ewComplete Notary Mentorship https://www.loansigningsystem.com/notary-signing-agent-mentorship.html/?afmc=3ewNotaryAct Ejournal https://register.notaryact.com/peaksignings/

John Mecum brings nearly five years of hands 'on experience in supply chain, operations, and sales coordination to his role at Cellairis. His strong background includes two years as a Salesforce Administrator, where he mastered optimizing CRM systems to drive efficiency and customer satisfaction. At Cellairis, based just north of Atlanta, she spearheads global sales efforts […]

How to Fix a Broken Sales Process with Dean Nolley (North Fulton Business Radio, Episode 886) Many business owners know something is off in their sales, but they wait until growth stalls or declines before seeking help. By then, the problems have usually deepened. In this episode of North Fulton Business Radio, host John Ray sits […]

Intermedia's Brian Gregory on portfolios, Teams integration, and AI that partners can actually resell “We're not just selling AI—we're giving service providers real products they can sell under their own brand.” — Brian Gregory, Director of Product Marketing, Intermedia As cloud communications enters a new chapter shaped by Microsoft Teams, agentic AI, and rising customer expectations, Intermedia is helping service providers rethink and rebuild their portfolios from the ground up. In this episode of Technology Reseller News, Brian Gregory, Director of Product Marketing at Intermedia, joins Doug Green to explore how service providers can capitalize on their home-field advantage—strong customer relationships, existing network services, and trusted brands—by delivering white-labeled UCaaS, CCaaS, and integrated Teams solutions with Intermedia. Key Takeaways: White Label Everything Intermedia's business is 92% channel-driven, enabling providers to fully brand and resell its unified communications, contact center, and Microsoft 365 offerings—keeping customer ownership and brand equity intact. Monetizing Microsoft Teams With Microsoft Teams commanding nearly 50% of the collaboration market, Intermedia's Teams-integrated telephony solution (launched August 2024) gives providers a clear path to offer high-margin, full-featured phone and contact center services—all within the Teams interface. AI You Can Sell Intermedia integrates real-world AI functions—like meeting summarization, sentiment analysis, real-time assist, and CRM integrations—into its UCaaS and CCaaS platforms. These features are practical, deployable today, and tailored for mid-market customers and partners. Service Provider-Ready No minimums. No upfront hurdles. Just a success-based model designed to align with provider needs. Vertical integrations (like recent auto dealer CRM tie-ins) and robust APIs help expand revenue streams across industries. Intermedia's Formula for Service Provider Growth: ✅ Strong economics and white-label branding ✅ Integrated Teams calling and contact center ✅ AI-powered productivity tools (resellable today) ✅ Flexible contracts with no minimums ✅ Vertical solutions + CRM/API support To learn more about Intermedia's full service provider offering, visit: www.intermedia.com.

In this episode of the Transform Sales Podcast: Sales Software Review Series, Dave Menjura ☁, Marketplace Specialist at CloudTask, chats with Carol Miranda, Sales Lead at MeetGeek, a platform designed to automate meeting recording, transcription, and summaries. MeetGeek helps Account Executives save time by eliminating the need for manual note-taking, allowing them to focus on closing deals instead. Carol discusses how MeetGeek enhances team productivity by integrating seamlessly with tools like Google Meet, Zoom, and CRM systems. The platform provides real-time meeting summaries, action items, and insights into customer behavior, empowering sales teams to act quickly on opportunities. Carol also explains how the tool improves follow-up efficiency by automating post-meeting tasks and reducing manual data entry. Listeners will learn how MeetGeek helps organizations save valuable time by capturing essential meeting details and providing AI-driven insights to enhance decision-making. Carol highlights the platform's customization options, allowing teams to tailor the tool to their specific needs and workflows. Try MeetGeek here: https://software.cloudtask.com/meetgeek-3b77e4 #TransformSales #SalesSoftware #MeetGeek #CloudTask #AI #SalesAutomation

Mit dieser Podcast-Folge startet eine Drei-Folgen-Serie zum Thema „Nachfassen nach Verkaufsgesprächen“. Denn Nachfassen ist essenziell. Wusstet ihr, dass 80 % der Abschlüsse mindestens fünf Kontakte brauchen? Und wusstet ihr, dass 48 % der Verkäufer einfach gar nicht nachfassen? Genau da wird Potenzial liegen gelassen. In dieser Folge geht es erstens darum, woran es eigentlich liegt, dass nicht nachgefasst wird. Zweitens geht es darum, was ihr für das Nachfassen braucht und worauf ihr dabei achten müsst: Es geht beispielsweise um das Nutzen von CRM-Systemen, das Gestalten von Nachfass-Funnels, um das Verstehen von Nicht-Kaufsignalen oder um Einwandbehandlung. Drittens geht es darum, wie man die Verkaufsteams dazu bringen kann, effektiv nachzufassen – beispielsweise durch Coachings, Mentorings oder konkrete Einwandbehandlungstrainings. Hast Du Fragen dazu? Schick eine E-Mail an m.stiller@effektweit.de. Dr. Michael Stiller hat an der RWTH Aachen am Lehrstuhl für Unternehmenspolitik und Marketing promoviert. Nach Stationen in der Beratung (u. a. Marketing Partners, Simon Kucher) ist er aktuell Geschäftsführer von effektweit, einer Unternehmensberatung für Strategie, Marketing und Vertrieb. Dr. Michael Stiller lebt und arbeitet in Köln.

John Mecum brings nearly five years of hands 'on experience in supply chain, operations, and sales coordination to his role at Cellairis. His strong background includes two years as a Salesforce Administrator, where he mastered optimizing CRM systems to drive efficiency and customer satisfaction. At Cellairis, based just north of Atlanta, she spearheads global sales efforts […] The post John Mecum With Cellairis appeared first on Business RadioX ®.

Sponsors:• ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account• ◦ Marvin Windows and Doors• ◦ Sub-Zero Wolf Cove Showroom PhoenixConnect with Brandon Holtzman:https://www.holtzmanconstruction.com/Connect with Brad Leavitt:Website | Instagram | Facebook | Houzz | Pinterest | YouTube

⚙️ Replace 10 tools. Raise millions. Scale on autopilot. This system does it all.   Vinney Chopra and Beau Eckstein share how Go High Level became their business backbone—replacing platforms like Kajabi, ClickFunnels, WordPress, and more. Vinney walks through how $700K was raised just from social media and follow-ups—all automated, all while he slept. Talk about ROI and ROT (Return on Time)!  

Grab my FREE gift for you, filled with everything you need to know to own a money-making franchise: https://www.franchiseempire.com/mifge?utm_source=FEjul2025BuzzFranchising isn't semi-absentee, and success takes more than money. In this episode, Tariq Johnson and franchise owner Guy Coffey unpack the real work behind successful franchise ownership. From emotional support and hiring to CRM migration and building a business with your spouse, this video reveals what most people never talk about.Whether you're evaluating a franchise or growing your current business, this is a must-watch.------------------Considering Investing In A Franchise? Discover Available Franchises Opportunities in Your Area:

In this episode, Lindsay is joined by marketing expert Jackson Pinkoski to break down the must-have tool for cleaning business owners: CRMs (Customer Relationship Management systems). They talk about why CRMs aren't just for big companies and how they help you track leads, boost sales, and avoid sticky-note disasters. Whether you're running a small residential service or managing a few big commercial accounts, a CRM can save time, protect relationships, and grow your business. Jackson shares real-world examples and tips on getting started without overwhelm. They even explain how to outsource the setup if tech isn't your thing. If you've ever lost a lead or forgotten a follow-up, this is your wake-up call! Love the idea, but find it overwhelming? Want to learn the next steps like, what to actually say on the call? Jump on a call with one of our coaches and learn strategies on how to grow your cleaning company and start loving your job every day! Book here

What if your smartest, most efficient business partner was already on your laptop — and free? In this episode of the Real Estate Excellence Podcast, Tracy Hayes dives deep with with 24-year-old trailblazer Bella Taazieh — a rising force in Northeast Florida real estate who's harnessing AI to build a modern, personal, and wildly productive business. Bella unpacks how she's blending ChatGPT, Gamma, Notebook LM, and more to save hours, close deals faster, and create lead-gen systems that work for her — even while she's at the beach. From building her own GPT assistant to turning transcripts into podcasts and sending weekly AI-generated “Deals of the Week,” Bella's strategies are not just innovative — they're replicable. She breaks down how even the busiest solo agent can reclaim time and scale their impact by letting AI carry the heavy lift. Whether you're tech-curious or AI-obsessed, this is the blueprint episode you've been waiting for. If you're a realtor stuck in the hustle and grind, it's time to future-proof your business! Subscribe now, share this episode with your team, and follow Bella for game-changing content. Want Bella's GPT tools? DM her now on Instagram @bellataazieh and unlock your AI-powered future!   Highlights: 00:00 – 07:58 Bella's AI Philosophy & Client-Centered Automation Why AI isn't impersonal—it's powerful Helping more clients without losing personal touch Fear vs. opportunity: why agents must adapt Hiring AI without payroll Examples of AI replacing team roles 10:11–21:16 ChatGPT as Your Smartest Assistant Bella's “Who Am I” project: feeding ChatGPT her story Letting AI learn your tone, habits, and goals Using ChatGPT for negotiations and emotional intelligence AI-generated bios for branding Using AI like a personal coach or mentor 21:17–33:15 Building Lead Funnels: 250 Leads with Zero Ads Creating the “Deals of the Week” email funnel Turning weekly listings into relationship-building touchpoints Mass emails that feel personal Workshop results: leads within 11 minutes Why simple formatting and real-time data beat Canva graphics 33:16–45:00 Custom GPTs & Gamma AI for Seller Presentations What a custom GPT is and why you need one Bella's Control+Me GPT and its four powerful commands How she created presentations in 5 minutes with Gamma AI Real-world example of winning a listing on short notice Beat experienced agents using speed + AI insights 45:01–57:45 Notebook LM & The AI Podcast Hack What is Notebook LM and how to use it Turning training sessions into listenable podcasts AI-generated conversation between two fake hosts Training your team with AI audio content Brainstorming business models from knowledge conversion 57:46–01:09:35 Automating as a Solo Agent: Scaling with Systems Using Trello + Zapier + ChatGPT for email workflows Email funnels that feel personal but are fully automated Creating daily motivation prompts from AI Monday GPT: the brutal but honest motivator Why AI saves time, energy, and sanity 1:09:36–01:18:51Branding, Follow-Up & Where Agents Waste Time Branding is not your logo—it's your legacy Using AI to stay top-of-mind with leads weekly Automating touchpoints without sounding generic Following up with 200+ leads in 5 minutes Top two AI strategies every agent should implement now   Quotes:  “Every single one of my clients feels loved—because I use AI to give them more of me, not less.” – Bella Taazieh  “I created a GPT called Control+Me. It's my assistant, strategist, and motivator all in one.” – Bella Taazieh  “I built a Deals of the Week system that gave me 250 leads, 5 consultations, and didn't cost me a dime.” – Bella Taazieh  “AI isn't here to replace agents—it's here to empower the ones who are willing to lead.” – Bella Taazieh   To contact Bella Taazieh, learn more about her business, and make her a part of your network, make sure to follow her on her Instagram.   Connect with Bella Taazieh! Instagram: https://instagram.com/bellataaziehrealtor   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateAI #BellaTaazieh #ChatGPTForRealtors #ControlPlusMe #AIRealtor #DealsOfTheWeek #LeadGenerationTips #RealEstateInnovation #AIWorkflows #SoloAgentSuccess #RealtorMarketing #DigitalRealEstate #AIProductivity #NotebookLM #GammaAI #CustomGPT #RealEstateBranding #ModernRealtor #AutomatedSystems #TimeSavingTools

Stop Chasing Cold Leads—Unlock Hidden Referrals in Your DatabaseDid you know most real estate agents are sitting on a referral goldmine—and completely ignoring it? Your database (past clients and personal network) is your fastest path to predictable listings, consistent income, and a thriving real estate business. But here's the painful truth most agents avoid:You dump contacts into a CRM but never truly engage.You only reach out when you want something.You rely heavily on cold leads, causing burnout, stress, and income volatility.If you're tired of scrambling for your next deal, this episode is your turning point. Host Brendan Bartic shares the proven 4-step referral system top agents use to transform even the smallest databases into a steady stream of 16+ listings per year.In this episode, you'll learn:How George discovered $200,000/year hidden in just 100 contacts.A simple yet powerful referral-building system anyone can execute.Why investing $4,600/year into your database beats $80,000/year spent on internet leads.The uncomfortable truth about your CRM contacts (and why most never send referrals).The secret to nurturing relationships that create lifetime clients and passionate advocates.Whether you're a seasoned listing agent or someone struggling to gain consistency, this practical, eye-opening episode will give you actionable strategies to stop chasing deals—and start attracting predictable income through the contacts you already have.Meet Your Host: Brendan Bartic is a top listing coach, billion-dollar real estate agent, and creator of the Listing BEAST Method. From humble beginnings to becoming Colorado's #1 real estate team leader, Brendan has helped thousands of agents master listings, scale their businesses, and achieve financial freedom.

Chris Brisson is the CEO and co-founder of Salesmsg, a conversational two-way texting platform that enables businesses to engage with their customers through opt-in SMS. When his first software company stalled, he shut it down and developed the Salesmsg product for a different SMS use case that served his previous customers.  Salesmsg now provides secure SMS texting across all departments in the company, integrated directly with Hubspot CRM. It includes voice calling, sophisticated SMS automation, opt-in management, analytics, and deep CRM integration.  Salesmsg has grown rapidly, exceeding $10 million in revenue with 65 employees, leveraging its deep integration with HubSpot and promoting through agency and affiliate partners. The company is independent and has no outside investors. Quote from Chris Brisson, the CEO and founder of Salesmsg “In 2015, I wrote this post to our email list of 36,000 called The Death of Call Loop. I shared the story of how I created a business I secretly despised. We were shackled and couldn't innovate. I wanted to create a better company and reinvent the business from the ground up. My second chance startup became Salesmsg.  “When you start a company and it stalls, at what point do you say It's not the horse to ride? I've been there. At what point do you say, Enough is enough? Because you're only going to get older.  “I've always gone after solving problems, but some problems were worthy of the adventure, others not so much. Make sure you're choosing the right opportunity because it will take seven years of your life. And you can pivot along the way, but man, you want to find out early if it's worthy of the adventure.” Links Chris Brisson on LinkedIn Salesmsg on LinkedIn Salesmsg website The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com.

In this episode of Brush Busters, Rich and Andy tackle three critical problems painting business owners face every season:What to do when your friend-turned-employee starts slacking offHow to step off the brush and finally focus on growing your painting companyHow to deal with employees who ignore your systems, (without losing your mind)From hiring painters and managing crews to leveling up your systems and mindset, Rich and Andy break it all down in plain English. You'll learn how to stop being the bottleneck in your business and how to start acting like the CEO your company needs. Whether you're dealing with burnout or underperforming painters, this episode gives real-world advice and next steps you can use right now.

What happens when data-driven decision-making meets the chaos of tariffs, AI disruption, and a retiring workforce?In this episode, Kevin Brown and Tom Burton sit down with Mark Gilham of Enable to unpack the big shifts impacting manufacturers, distributors, and the global supply chain.From trade policy to pricing strategy, sales transformation to skilled labor shortages, this wide-ranging episode explores how wholesale leaders can future-proof their organizations using AI-enabled tools, smarter rebate programs, and cross-functional data insights, all while staying resilient in an evolving economy.What You'll Learn:Why most distributors are absorbing, not passing on, the full impact of tariffsHow intelligent rebate management creates agility in pricing without damaging trustThe rising importance of contextual data and why Ralph the “institutional memory” employee matters more than everWhy skilled labor shortages may delay reshoring and how automation both helps and complicates thisWhat B2B buyers really want from your sales teamEpisode Highlights:03:22 – How the podcast was born from a LinkedIn Live experiment12:41 – Mark Gilham on why clean rebate data changed everything25:07 – Are tariffs really driving up prices? A look beneath the macro data33:50 – Why “Ralph” is the key to contextualizing data for AI systems46:18 – Robots vs. the trades: The future of skilled labor in reshoring1:06:02 – How to evolve your brand value and CRM strategy for B2B buyers1:19:33 – Change management as the #1 success lever in digital adoption

In this high-impact episode, Chris Johnstone interviews Jason Nichols, co-founder of MortgageQ.ai, a revolutionary A.I.-powered platform built specifically for mortgage professionals who want to dominate the non-QM market.   Whether you're tired of memorizing guidelines or losing deals waiting for underwriters to call back, this episode will show you how to convert more self-employed and non-traditional borrowers in real time.   You'll discover: How to use A.I. to instantly match non-QM borrowers with eligible TPO lenders (live scenario matching while you're on the phone!) The secret to onboarding and empowering new LOs faster in a non-QM environment Creative marketing strategies for using MortgageQ at open houses, investor meetups, and real estate offices to generate more deals   Bonus: Learn about the new integration of MortgageQ directly into the Loan Officer A.I. CRM, giving you direct access to real-time loan scenario analysis from inside your CRM — completely FREE.   Visit https://www.mortgageq.ai to get your free account and test real loan scenarios today.   Like what you hear? Hit Subscribe, share this episode with a fellow LO, and don't forget to join us every Friday at noon for our free AI Inner Circle Training — helping you stay ahead of the curve and grow your business with A.I.

He left without telling anyone and still came out on top. In this episode, Bob Percesepe shares the wild story behind his unexpected real estate reset and the systems that helped him rebuild from scratch. From tough calls to smart CRM plays, it's equal parts strategy and survival. Press play if you're ready to restart, scale, or shake things up.   Key takeaways to listen for How Bob rebuilt his real estate business from scratch in a new state The system behind listing 76 properties in one year Why your CRM must be clean, personal, and saleable How REALTOR® advocacy creates real local impact A wild relocation story that started with a snowstorm and a tuxedo   Resources mentioned in this episode NC REALTORS® Top Producer Wise Agent Follow Up Boss   About Bob PercesepeBob is a seasoned real estate broker with over 25 years of experience in New York and coastal North Carolina. He leads Blue Chip Real Estate, a boutique firm known for high-touch service, strategic pricing, and CRM-driven referral systems. A certified Senior Real Estate Specialist (SRES) and graduate of the Floyd Wickman Master Sales Academy, Bob combines data, discipline, and deep industry knowledge to help clients and agents succeed. He's a published author, former REALTOR® of the Year, and active advocate for property rights. Bob is known for his "get by giving" philosophy and passion for raising the industry bar. Connect with Bob Email: bob@bluchip-re.com Website: Blue Chip Real Estate | Homelendia Mortgage Facebook: Blue Chip Real Estate Contact Number: 910-854-0800 (Direct) | 910-795-4814 (Fax) Connect with LeighPlease subscribe to this podcast on your favorite podcast app at https://pod.link/1153262163, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram @ LeighThomasBrown.   Sponsors"You Ask. Leigh Answers." Your Affordable Coaching ProgramHey there, real estate pros! Are you ready for some more Leigh Brown wisdom in your life? Then don't miss out on my brand-new program, "You Ask. Leigh Answers." It's your exclusive gateway to the insights and advice you need to supercharge your real estate business. With "You Ask. Leigh Answers." you get Direct Access to Leigh Brown, directly! Expert Coaching, Community Connection, and Extensive Resources. Whether listening to this on the go or watching at home, sign up today at Answers.RealEstate and take your business to the next level. Trust me, you'll be glad you did!

Will AI steal your sales team's jobs? It's the question haunting every sales floor conversation and keeping leaders up at night. But here's the crucial insight: The biggest threat to your team's sales careers lies in misinterpreting AI's role. While the debate rages over robots replacing salespeople, forward-thinking organizations are already embracing "Agentic AI." This isn't your typical automation that just speeds up email sequences. It's a completely different approach that turns AI into your sales team's secret weapon, not their replacement. The companies getting this right aren't asking "How do we cut costs with AI?" They're asking, "How do we make our best salespeople unstoppable?" The answer is reshaping the entire profession, and it's happening faster than you think. Agentic AI is Far From Old-School Automation Most sales leaders think AI is about efficiency, and they're wrong. They think teams will only send more emails, make more calls, and process more leads. That's old-school automation thinking, not agentic AI Agentic AI refers to artificial intelligence systems that can independently make choices and take actions while working toward complicated objectives—all without needing constant human oversight or guidance. As Outreach CEO Abhijit Mitra puts it: Agentic AI engines focus on giving salespeople tools that enhance their strengths and simplify their daily tasks. Agentic AI enhances human judgment. Instead of automating relationships, it deepens them. Your top performers are successful because they make better decisions, read situations more accurately, and build stronger connections. Agentic AI amplifies gives your salespeople superhuman pattern recognition, instant access to contextual insights, and the ability to predict customer needs before prospects even realize them. Your best rep's intuition, backed by AI's analytical power, becomes an unstoppable combination. The Best AI is Custom Built Too many organizations buy the same generic solution their competitors are using and wonder why they're not seeing breakthrough results. Your sales process, market, and customers are unique. Your AI should be, too. Despite often being an expensive investment, custom AI solutions adapt to your specific industry terminology, recognize your unique buying patterns, and align with your particular sales methodology. If your team can't find ways to use generative AI effectively, then they need to read The AI Edge by best-selling author Jeb Blount. If they still struggle to use generative AI effectively, it might be time to invest in custom AI that captures and amplifies your unique competitive advantages. Why Most AI Implementations Fail From the Start Before you get excited about AI magic, be warned: Most AI implementations fail spectacularly. Not because the technology is flawed, but because companies skip the unglamorous groundwork. Your AI is only as good as your data. Garbage in, garbage out is both a tech cliché and the undeniable reason your CRM feels like a digital junk drawer and your sales forecasts are glorified guesswork. Companies that invest in data cleanup before implementing AI see immediate, measurable improvements. It's more than removing duplicate contacts. It's about creating a foundation where AI can learn meaningful patterns about your customers, your market, and your sales process. Poor data quality limits AI performance and makes it downright dangerous. When AI systems learn from incomplete or incorrect data, they amplify those errors across your entire sales process. Your reps start making decisions based on flawed insights, potentially damaging customer relationships and missing opportunities. The lesson? AI transformation is a data governance initiative. Get it right, and everything else becomes possible. How to Manage Your Team's Resistance to Change Picture this: You announce your AI initiative in Monday's sales meeting. Instead of excitement,

Email marketing for voice actors can be a game-changer—or a spam trigger. In this episode of the Everyday VOpreneur Podcast, C.J. Merritt asks what happens when Gmail flags your outreach as spam. Marc Scott breaks down how automated sequences like those in Nimble can lead to delivery issues and what you can do to fix them. Learn how to stagger send times, rotate subject lines, and boost your email deliverability with Google Workspace. Plus, get practical tips on keeping your CRM clean and compliant so you don't burn your domain. If you're a VOpreneur using email to grow your business, this episode is packed with actionable gold.  

Listen, Like and Subscribe on Apple or Spotify Podcasts: Kevin Oakley and Jackie Lipinski break down what sets successful builders apart in a shaky market (and why AI won't save you if your strategy's unclear). From underutilized CRM systems to the danger of deceptive ad automation, this one's packed with hard truths and practical insight.Special AnnouncementsSummit is selling out at a rate of 3-4 tickets purchased per day. Don't miss out - save your spot today!Market Proof Marketing Academy for Spring 2025 is a wrap! But the waitlist for next time is officially live; save your spot and be the first to hear when fall dates are announced. Story TimeJackie – Spending $4K/mo on CRM with no OSC? Let's talk
Kevin – Some advice is expensive (not in a good way)In the NewsHuman vs. Machine: Who Should Be Steering Your Paid Ad Campaigns?How Outlier Home Builders Build an Edge, Even in a Slow MarketGoogle Promotes AI Mode on Homepage DoodleEven in a flat-lead environment, builders are hitting goals; not with silver bullets but with smart, grounded execution. Clarity outperforms complexity, every time. The post Ep 396: Leads Don't Pay the Bills appeared first on Online Sales and Marketing for Home Builders - DYC.

You can't build a championship team on randomness. In this episode of Dealer Talk with Jen Suzuki, we're locking in on the tool most dealerships overlook — a strategic, weekly training calendar that creates rhythm, raises confidence, and keeps your team locked into progress. Jen shares her repeatable 4-week framework that covers internet leads, phone skills, showroom TOs, and objection handling — all broken into daily, trackable micro-lessons. This is the blueprint for managers who want to stop winging it and start winning consistently.

If you're an accountant, AI might be coming for your job, but today's guest believes that there's never been a better time to be in the profession. CJ is joined by Scott Spiegel, the COO and former CFO of the American Institute of Certified Public Accountants (AICPA). He has decades of experience in finance and leadership at the intersection of business, mission, and membership. He breaks down how the accounting profession has changed and what skills you need to embrace in order to thrive in today's world. He also shares insights into the surprising overlap between accounting and sales, the soft skills required for a successful accounting career, and the business dynamics of nonprofits, which, contrary to public belief, can and do make money. He also tells the story about how he uncovered fraud before making his predictions for the future of accounting.—LINKS:Scott Spiegel on LinkedIn: https://www.linkedin.com/in/scott-spiegel-cpa/American Institute of Certified Public Accountants: https://www.aicpa-cima.com/homeCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:Netflix Co-Founder Shares the Secrets to Being a Great CFO - Scoring Big: The Playbook for Nonprofit Financial Success with USA Hockey CFO Kelly Mahncke - Budgeting Your External Facing Time as a CFO: Tipalti's Sarah Spoja - —TIMESTAMPS:(00:00) Preview and Intro(02:43) Sponsor – RightRev | Navan | NetSuite(07:21) An Intro to the AICPA(09:25) How the Accounting Path Has Changed in 20 Years(13:37) The Talent Crunch and the Relationship Side of Accounting(15:05) If You're an Accountant, Your Job Is Sales(16:02) Sponsor – Pulley | Brex | Aleph(20:12) The Relationship Side of Sales(23:00) Scott's Personal Product Market Fit at AICPA(24:55) Making Lateral or Downward Career Moves(27:39) Fighting for the Role You Want(30:48) Why Leaders Don't Have To Know All the Answers(33:57) A Nonprofit Can Make Money(36:16) How AICPA Has Changed the Way They Recruit for Talent(40:35) The Constraints That Come With Being a Nonprofit(42:41) No Mission Without Margin(44:35) AI in AICPA and the Accounting Industry(49:14) Keeping Your Job in the Era of AI(52:13) Stories About Fraud(55:57) How Fraud Has Changed Over the Past 5 – 10 Years(58:04) The Future of the Accounting Career Path—SPONSORS:RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit https://navan.com/runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/run#accounting #AIAndAccounting #AICPA #FutureOfAccounting #FinanceCareers Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

According to research from Gallup, 21% of employees who voluntarily left their organization said their departure could have been prevented by more positive personal interactions with their manager. So how can you create a coaching culture that keeps teams motivated and drives sales success? Riley Rogers: Hi, and welcome to the Win-Win podcast. I’m your host, Riley Rogers. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Robin Handley, Senior VP of Sales Enablement at Direct Travel. Thank you so much for joining us, Robin. We’re really excited to have you here. To kick us off, I’d love if you could start just by telling us a little bit about yourself, your background, and your role. Robin Handley: Yeah, I’d love to, and thank you so much for having me. I’m absolutely thrilled to be here. I have actually been in the travel industry for 30-plus years, so I guess you could say I grew up here. I am the SVP of Sales Enablement at Direct Travel, like you mentioned. Under my current remit, you know, I am responsible for sales enablement, managing also what we call the inbound and outbound lead generation with our sales development reps and the proposal writing team.So I’ve got pretty, you know, three different distinct lines of business within my remit. And then I think it’s important to share that in my prior roles, in addition to sales enablement, I also led teams related to reporting, data analytics, CRM platforms, as well as change and transformation. RR: Wonderful. Thank you for sharing. It seems like you have a wealth of knowledge acquired over a lot of different roles, and I’m so excited to kind of dig into it and steal some of your best practices. Thinking about your experience—maybe in data analytics, product, customer success, all of these things that you alluded to—I'd be curious to know how this diverse background kind of comes together to influence your approach to sales enablement at Direct Travel. RH: You know, I think having experience spanning across, you know, many areas, it gives a broad perspective around how things intersect, how they influence, and, you know, how they support each other. So, for example, leveraging data points such as why we win, reasons why we lose, as well as listening to customer feedback, you really start to see trends and start to understand the customer and industry pain points.So from there, you can really start to work with key business partners—I would say in marketing, product, customer experience, you know, those different areas—to make sure that you develop content and assets that are gonna arm your sales reps to overcome objections, to highlight key differentiators, and to align solutions to customer pain points.And when, you know, you’re leading in enablement, I always say it’s like vitally important to ensure that the right content and collateral and training and coaching is available to enable those sales reps to quickly advance through those sales cycles and close, win that business. RR: Wonderful. I’d love to maybe double-click a little bit deeper into that enablement approach and philosophy, especially focused on coaching, because I know on LinkedIn you’ve highlighted the importance of people-centric leadership, especially in sales coaching and feedback.I’m curious to know maybe how you bring this philosophy to life in your enablement efforts, and then how that affects your overarching coaching culture. RH: Yeah, so people-centric leadership, you know, it really isn’t just being caring, empathetic, committed. I think, you know, that’s all highly important, but it’s also about being intentional in how we grow our teams.So developing individuals through coaching, feedback, and recognition is so critical. So one thing I do is I run pitch exercises where reps record themselves, and I always tell them, this is your playground. You know, you can mess up here, not in front of a customer. And it feels like a safe space. So that mindset shift makes a huge difference.And this approach not only helps individuals grow, but it also fosters a culture where, you know, feedback becomes normalized and valued. So over time, this creates, like, that ripple effect as well. And so what I start to see is reps start to coach each other. They feel comfortable sharing tips or tricks or feedback. Even, you know, it’s not so much then from that top-down directive. It feels like it’s more of a collaborative community. And as a result, I think it’s also important just to call out that we start to see reps become more confident and collaborative just in general. So as a result of that, I would say, you know, it even helps increase or improve our win rates and, you know, helps people be better prepared and hopefully, again, win that business. RR: Yeah, I love to hear that. I think the idea of like making a safe space for practice is so important. People need to be able to make mistakes. That’s where you learn. So that’s great to hear. I’d like to switch gears maybe a little. I know that in addition to creating a healthy coaching culture, improving sales efficiency is a key focus for you at Direct Travel.I’d be curious—maybe some of the challenges to GTM efficiency that you’re seeing your teams face today. RH: Oh yeah. I say, you know, quite a few come to mind, and I think that’s normal, right? I mean, in any company there’s always those things. I would say, you know, sellers using old, outdated collateral, sometimes trying to find where are those assets stored, because they could be stored in multiple different areas.I would say another big thing that we’re challenged with is related to long sales cycles, and so, you know, for me it’s always top of mind: how do we continue to shorten and shrink those sales cycles? And then I think a lot of times you’re not getting full visibility into buyer engagement. So without that data, a lot of times the sales reps are using their gut.There’s only a few data points that they have, like, oh, are we able to have another meeting? Are they responding? But you’re not really getting that buyer engagement. And then, in addition to that, you know, really cumbersome and manual ways to coach the sales reps. Just—I can tell you—doing a pitch session a year ago without Highspot, it was so cumbersome. Just having to build out what is the talk track, sharing that video through email that we recorded of the pitch, and then coming together with a rubric and then trying to do all the scoring. It was very labor-intensive. RR: Yeah, I think you’re spot on with these challenges. There are things that we’re certainly hearing from our customers, we feel ourselves, and other organizations are talking about. And I think the big thing is that everybody is trying to solve for them. And so, as you kind of mentioned just a little bit, you have found a platform to help you with that. So I’d be curious if you could tell me a little bit about the strategic advantage of an enablement platform and how it’s helping you kind of overcome some of these challenges that you’re seeing. RH: Absolutely. So using Highspot is a dream come true, to be honest. Number one, you know, having one central hub for sales content is so critical and so important. So I feel like our sales reps that are in the Highspot environment no longer feel like they’re digging through email or SharePoints or going on a team site trying to find that collateral.So that is a huge efficiency gain, but also think of job satisfaction. Those sellers feel like, wow, this is so much easier for me to navigate. I would also say, again, going back to the real-time insights and analytics from buyer engagement—so now we’re able to see what content is being viewed, and it’s also helping us tailor our follow-up as well as being able to close deals faster.The other I would say is consistent coaching and training. So going back to the example I just used—very manual process historically—but being able now to leverage AI to provide feedback instantly is incredible. RR: Wonderful. That’s absolutely what I love to hear, and I’m super excited that you’re finding these wins already so early.Thinking about platforms and enablement technology, I’d like to maybe call out a win that we’ve heard through the grapevine, which is that even though you’re early in your journey with the platform, you’ve already achieved a really impressive 96% recurring usage rate. So I’d really love to hear what some of your best practices for driving that adoption are and how you’ve achieved that. RH: Yeah, absolutely. So right out of the gate, timing-wise, this worked perfectly because we were having our sales kickoff meeting in person, and so we used that as our launch, right? So we were able to get the hype going, and we had sessions where we did a whistle-stop tour of all the tools, key capabilities, and really got people excited about what was coming around the corner.So after our SKO, we then did what we called mandatory kickoff implementation calls to get everyone set up. And what we really wanted to make sure that we didn't do was one big bang because we know there are so many features and capabilities in the platform that we wanted to be really intentional about phasing that out.So the first thing that we did is we focused on content management. Again, you heard that was one of our challenges. So we wanted to make sure that we had one stop shop for all of our content and make it super easy for people to navigate and find anything that they need for their sales cycle.In addition to that, the next thing we wanted to do was roll out digital sales rooms because, again, you heard that was a challenge. We wanted to start to see buyer engagement. So that was really well received by the entire group. So it was very easy for us to get them excited and into the tool and the repeat usage. So that was the starting point.In addition to that, we started and continue to host every Friday an optional drop-in office hours call. And this is really great because people that are available, they'll jump in, they'll listen if they don't have questions, or others will actually ask questions, which then drives conversation and also highlights successes. Because in those moments, you know, people are starting to talk about, oh, you know, this is how we did it, or this worked for me. You really start to see some of those true successes come to life.I think the other important piece is making sure that we had our executive leadership team and other leaders be advocates for Highspot—so making sure that they’re talking about it in their meetings, that they’re highlighting it in town halls.And also, as we're starting to see some of the data and the proof points, I, along with other leaders, are sharing those out through email or on calls for recognition. So things like recognizing top users of Highspot, those that built the most digital sales rooms, those that had the most content viewed, or people viewing their digital sales room.And then I would kind of wrap that up with also—we've had some people create some really creative intro videos that they've included in the digital sales room. We're making sure that we're sharing those broadly so people can spark new ideas on how they want to show up in their digital sales rooms. RR: This is all really great advice, and I think very helpful tips. I love the idea of tapping into that competitive instinct in your salespeople—who has the most pitches, who has the most views. That is something that is gonna ignite activity for sure.So now, thinking that you’ve achieved this adoption and you have your sellers bought in, I’d love to dig a little bit further into maybe what’s next for you. I’ve heard that you’re planning to leverage Highspot AI capabilities to drive scalability and efficiency. So can you share a little bit about how you’re building AI features—things like meeting intelligence—into your enablement strategy going forward? RH: Yeah, absolutely. So we are really excited about leveraging the AI features and meeting intelligence. In fact, that was one of the selling points when we were going through the sales cycle with Highspot.Number one is we love the fact that you can ingest meeting recordings into the platform and right away, using AI, get some feedback on what I would say is like performance feedback.So I love being able to see stats on how much percentage of time a seller spoke versus a prospect—because we want that to be 20%, roughly, right? And we really want to do all of those high-gain questions to have our prospects open up and speak to us, especially, you know, during discovery.The other thing that I really love is using delivery insights. So there’s the pitch variation, pace, and filler words, and that’s really helpful for people that have never used a tool—to share that with them. They maybe have no idea how many times they say “right,” “um,” “you know,” all those different filler words. And so it’s really great to give them that awareness and to also show the pace because some people are fast talkers and some maybe are a little bit slower, so it gives them some intel on how to improve.The other thing that we've actively started using is the follow-up feature. So you can get quick capture or, you know, a transcript that then shows you next steps and actions. So it's a time saver, and you don't feel like you need to take notes. You can just let yourself focus on the conversation and be an active listener. RR: Awesome. I love the value that you’re seeing in some of these features. I really like to hear about the vision, so I would love to maybe hear a little bit about how you’re bringing that vision to life and what that strategy is.In May, you actually joined us here in Seattle for a workshop on our real-world coaching capabilities, and you shared with us that you’re currently testing them with a pilot group.So I'd love if you could kind of lay out how you’re rolling out these capabilities, how the pilot's going, and how you’re kind of empowering users to start leveraging this tool. RH: Yeah, so you’re right. I did attend the meeting in Seattle and it was fantastic. It was such a great opportunity to learn more about the capabilities and start framing up, you know, our go-forward vision of where we want to go with this.And I would say you're right—we are still very much in the early phases of leveraging this, especially, you know, the coaching capabilities. So what is in the works is, you know, we are starting to build out pitching exercises for different industry nuances and buyer personas, and I think that is gonna be super helpful to really get our sellers comfortable with different talk tracks based on different individuals that they’re speaking to.So to me, that is one of the first things that we really want to focus on, and we’ll be coming out of the gate soon. RR: Awesome. Well, I can't wait to hear about how it’s going in a few months. I know a lot of work to be done, but I’m sure a lot of wins in the future.Speaking kind of of down the line, I'd like to maybe turn to your measurement strategy, especially, you know, as we talked about, knowing that you’re a leader with a strong analytics background.I'd be curious—when it comes to enablement programs like this new coaching initiative, what key metrics you’re tracking to measure their impact, and then maybe what success looks like in the next year or so. RH: Yeah, I think we're tracking a blend right now of adoption, engagement, and performance metrics, which I think is really important because we're still in the early phases of rolling this out.So we want to make sure that people are adopting it, and then we want to make sure from an engagement perspective, we’re starting to see people leveraging feedback and things of that nature—and performance metrics. So I'll dive a little bit deeper into that.So definitely we are looking at, you know, the percent of reps who have completed coaching modules and sessions, percent who completed coaching tasks, and feedback ratings for sales reps.In addition to that, we're looking at things like leveraging meetings intelligence metrics, such as, you know, those talk ratios and the objection handling—because the other cool thing is at the bottom of the recording, it shows some key, I would say, like competencies. And I'm not sure how to phrase that, but it's really helpful for a seller to say, okay, this was an area where I should have been focusing on objection handling, and maybe I didn't, right? So some of those things are really important right now.And then performance metrics as well. So we are looking at quota attainment, pipeline growth, conversion rates, sales cycle length. And for me, you know, these seem to be the biggest indicator of success. You know, because you really want to see that ROI.You know, we’re starting to see some of our DSRs that, in the early stages here, we’re winning business. And we do feel like this is a game changer for us because we’re showing up differently. RR: Awesome. I love to hear that. And as I said, I can't wait to hear more about how the momentum grows over time at Direct Travel.Maybe returning to the present, I know you’re still early, but I think it’s important to talk about your wins, right? So I’d love to know—maybe key wins or things that you’re proud of that you’ve achieved so far. Anything you can share with us? RH: Yeah, absolutely. So I would say, you know, through this pilot and launch that we’ve done, we have had sales reps just absolutely elated when they send out a digital sales room, and the very first time someone takes a look at the room, right, and they look at the content, they are sending messages in chat like, oh my gosh, it’s working! And that in and of itself is a testament as to why, you know, we rolled this out.In addition to that, like I was just mentioning, we have already some sellers that have created and used digital sales rooms for the entire sales process, and it has shortened the sales cycle.We have a few individuals where they started at discovery using an intro video, updating some content and collateral about our tech stack and services, and then used it all the way to starting to post the proposal and pricing.And then there we are—we won the business right after that. So it’s pretty impressive. So I think those are the big wins. Just again, you saw the usage, you know, in the high nineties. We’ve got many digital sales rooms that have been created, and we're winning business as a result of it. RR: Wonderful. I think that rep feedback says a lot. If you can get your reps excited, you’re getting exclamation points through Slack—you know you’re doing something right. It seems like you and your team are doing really great work.And I just want to close with one last question. I know you’re deeply involved in mentoring, and you’re a mentor in the GBTA WINiT organization.So to close, I’d love if you could share with us one or two pieces of advice that you would give to other women looking to develop as leaders and drive impact for their organization. RH: Yeah, absolutely. I think the number one thing that I would say to people is: say yes. There are so many times where an opportunity comes up—whether it’s a stretch goal, an opportunity to participate in a project, or to even apply for a position.So many times I’ve talked to women where they feel like, I don't have the skill, I don't have the knowledge, I don't feel comfortable taking that next step. And I always challenge them to say: what's holding you back and why?Right. One of the things I always share with them is multiple examples in my career path where I have said yes. I was nervous. I certainly did not have the experience or maybe even the skill. But I didn't want that to hold me back, because if someone is willing to invest in you, that is the testament in and of itself, right? That is the answer.So take that leap and have confidence in yourself and give it a whirl.And the other thing that I've had a lot of people say many times is: oh, now's not a good time. And there's always reasons to hold back. And I always respond: if not now, when?There's always going to be something. So get over that something and just go for it. RR: That's great advice. I love the idea of just, you know, invest in yourself. There's never a better time than now. I know I'll certainly be taking that to heart.But that's all I want to say—thank you so much for joining us today. It was fantastic to learn a little bit more about you, your work, and the incredible trajectory that Direct Travel is on. RH: Awesome. Thank you so much. I really appreciate the opportunity. RR: To our listeners, thank you for listening to this episode of the Win-Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

In this episode, we welcome Stan Suchkov, Founder and CEO of Evolve, a next-gen learning platform. We discuss the transformative impact AI could have on the L&D sphere and explore the new opportunities generative AI created for everything from onboarding to employee assessments.  [0:00] Introduction Welcome, Stan! Today's Topic: How AI is Transforming the HR and L&D Sphere [4:11] What New Opportunities has the Rise of AI Brought to L&D? How AI agents can autonomously generate courses, personalized employee training, and automate assessments.  Making sure AI agent are successfully integrated into existing workflows.  [13:32] What Potential do AI Agents Hold for the Workplace? Viewing AI as a tool for human augmentation, not human replacement, making jobs more efficient rather than eliminating them. How AI agents can gather and analyze data from various systems (like a CRM) to help HR measure the impact and ROI of training programs.  [21:21] How can HR Overcome the Barriers to AI Adoption? Focusing on low-hanging fruit, like creating personalized learning plans, to prove ROI.  The challenge of adoption is often a lack of awareness; many in HR don't yet know what is possible with modern AI.  Reimagining work processes is necessary to move beyond outdated, paper-based workflows.  [33:08] Closing Thanks for listening! Quick Quote “If any HR solution finds the opportunity to show ROI, they will become a unicorn in zero years, I have no doubt. It's a huge treasure every platform searches for.”

Welcome to The K9PT Academy podcast, the only podcast in veterinary rehabilitation & physical therapy that focuses on helping business owners and entrepreneurs build and scale a profitable and successful canine rehabilitation business! We've officially hit the halfway mark of 2025 — and while this time of year is often full of reflection, for me, it's also been filled with major life changes as we prepare for the arrival of our twins. In this episode, I share some personal stories and key lessons I've been reflecting on recently — both from life and business — and how those insights can help you reset and refocus your own goals for the remainder of the year. Whether your first half of 2025 has gone according to plan or completely off-track, this episode is about learning how to adapt, grow, and keep moving forward. Listen to the full episode as we discuss: Plans are important — but flexibility is essential: No matter how much we plan, life and business will throw unexpected challenges. The key is to adapt with grace and resilience. Your original plan from January probably looks very different now — and that's okay: Most business owners have had to adjust due to hiring, space, caseload, or life events. Progress still counts, even if it looks different than expected. Not achieving a goal doesn't mean failure — it means an opportunity to reassess: Take time to reflect on what didn't go as planned, what caused the delay, and what you can learn to move forward more effectively. Your mindset is your biggest asset when facing delays or setbacks: Don't let unfinished goals derail your motivation. Instead, reframe them as part of the journey. Be kind to yourself and keep moving forward: It's not about perfect execution. It's about progress, learning, and making the second half of the year count. Life and business are both unpredictable — build a strong foundation but be open to the journey changing shape. Are you interested in learning more about our K9Rehab Marketing platform? That is the only CRM and marketing software available in the market for canine rehab therapists, and it has been an integral component for our business and for dozens of our clients! Just follow the link for more info: https://k9rehabmarketing.com/ Book a FREE strategy call: https://calendly.com/thek9pt/strategy-call Join our Canine Rehabpreneur Community: www.facebook.com/groups/k9rehabpreneur/ Download our fee calculator and training: https://thek9pt.mykajabi.com/Fee-calculator Download our 'marketing done easy' worksheet and training: https://www.k9ptacademy.com/marketing-done-easy ... Thank you so much for listening to this episode and if you found this content valuable here are some additional ways we can help each other: 1) Go to www.k9ptacademy.com for more resources on business ownership, including our free Fee Calculator and Marketing Done Easy worksheet 2) Send us your question or subscribe to our weekly newsletter by emailing us at hello@k9ptacademy.com 3) Share this episode with a colleague who might also find it helpful :-) 4) Leave us a 5-star review so we can expand our reach and help more folks

Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business? Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead. All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com https://www.klaviyo.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150" Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Instead of just relying on the talent of individual sales people, Blair recommends creative agencies identify and invest in six elements as a part of their organization's long-term sales system.   LINKS "Critical Questions Your New Business Person Should Be Able to Answer" 2Bobs episode "How to Ask for Referrals" 2Bobs episode "CRM and the Mistakes to Avoid" 2Bobs episode "Who Should Set Prices?" 2Bobs episode "Mastering the Value Conversation" 2Bobs episode

On this episode of Engage, hosts Capt. Laura Woods and F/O Ryan Argenta sit down with Capt. Tom Thornton from the Professional Standards Committee—a man who's been defusing cockpit conflicts since 1998. With over 17,000 pilots on property, ProStans fields a high volume of calls each week, tackling everything from CRM breakdowns to personality clashes in the flight deck. Tom pulls back the curtain on what really happens when pilots call in, how confidentiality works (hint: it's not anonymous), and why ProStans should be your first stop—not your last—when facing peer-to-peer conflict.  From misunderstandings and fatigue-fueled frustration to inappropriate cockpit banter, Tom shares insights from decades of experience, explaining how ProStans aims to keep conflict resolution in the hands of pilots—not HR. Whether you're new to the Company or a seasoned captain, this episode is a must-listen for understanding how we keep our crews cohesive, professional, and focused on safety. If you need to speak to the Delta MEC Professional Standards Committee, please call 1- 855-778-2637. 

In this episode of the Real Estate Pro Show, host Erika speaks with Karen DeFelice, co-founder of BrokerTeq, about how they are transforming the real estate technology landscape. Karen shares insights on the importance of providing agents with top-notch technology, the challenges she faced early in her career, and the significance of building strong partnerships in the industry. They also discuss future goals for BrokerTeq, including the need for a dedicated marketing department to enhance visibility and growth. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Community engagement isn't just a nice-to-have. It's the key to scaling your brand. In this episode, Emma breaks down the true power of building real relationships through social media engagement. If you've been focusing solely on posting content and hoping for the best, you might be missing out on the most impactful part of your marketing strategy: authentic conversations that convert. Emma shares why content alone won't keep your audience around, and how community-first marketing can completely transform your sales pipeline. Whether you've never replied to a DM in your life or you're spending hours in the comments section, this episode will help you rethink the role of engagement in your business growth. Plus, she pulls back the curtain on how Ninety Five Media's unique team structure includes a community coordinator to help you build relationships at scale without adding more to your plate. Listen in as Emma explains: Why engagement, not content, is the true driver of conversions The difference between inbound and outbound community engagement What to prepare before hiring a team to handle engagement for you And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

Part 1: Email Marketing vs. CRM for RealtorsConfused about the difference between email marketing and your real estate CRM? In Part 1 of our Email Marketing for Realtors Series, we're breaking down exactly what sets these essential tools apart, and why you need both to grow your real estate business.