Podcasts about B2B

The best B2B brands don't just tell a story. They live it across every team, channel, and touchpoint.  But how do you get everyone aligned — from sales to customer success — without the story getting lost in translation (or buried in features)?  That question sits at the center of this conversation, as Drew talks with Marca Armstrong (Sensera Systems) and Caitlin Cassady (Beyond) about how to build a team of company-wide storytellers. From capturing customer language to coaching teams on how to use it, they reveal how to make your story stick—and scale. In this episode:  Marca starts with a simple headline story ("build with confidence") and ensures it shows up consistently in every GTM motion.  Caitlin turns real customer stories into marketing fuel, using a "so what?" filter to connect features to real outcomes.  Together, they treat storytelling as everyone's job, so marketing, sales, and CX all carry the same story.  Plus:  Measuring story-led work vs. feature blasts  Spotting what moves pipeline  Keeping language sharp so customer phrasing shows up in deals  Making storytelling a team sport across the company If you want a story your customers instantly recognize—no matter who they talk to—this episode gives you the moves to make it happen.  For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

Francie Jain is the founder and CEO of Terawatt, a B2B coaching marketplace on a mission to make professional development scalable, affordable, and accessible across every level of an organization. With a career spanning hedge fund marketing, entrepreneurship, and leadership development, Francie brings a unique blend of strategic insight, business acumen, and deep commitment to human potential.Before launching Terawatt, Francie founded Nxt Chptr, a community designed to supportindividuals navigating career transitions. Her first venture, West River Partners, was a third-party marketing consultancy through which she raised nearly half a billion dollars in institutional capital for emerging markets-based hedge funds.Francie's transition from high-stakes finance to human-centered development was sparked by a realization: high-achieving professionals often lack the coaching and support necessary at pivotal moments in their careers. Through Terawatt, she's changing that narrative—empowering businesses to reduce turnover, improve performance, and build resilient teams through targeted group coaching and expert-led development.A graduate of Princeton University (A.B.) and The University of Chicago Booth School ofBusiness (M.B.A.), Francie is passionate about reframing leadership, democratizing access to learning, and helping organizations invest wisely in their most valuable resource: their people.

Bill opens up his coaching playbook to share three real goals from new clients—and what he's going to do about them. From comfort zones to expertise, from undervaluing yourself to finding confidence, these objectives represent what 90% of B2B sales teams struggle with. Listen as Bill breaks down the first goal: how to move from being the expert to being the transformational partner your clients actually need.12 Bold Moves - Audiobook: Want to break free and soar to new heights? "12 Bold Moves" the Audiobook, is your gateway to a fearless reinvention of self and unlocking unprecedented sales success. Get your FREE copy now at http://12boldmoves.com/audiobook.Have a question for Bill or a topic you'd like him to discuss in a future episode? Email him at listener@caskeytraining.com.Schedule a Call: If you'd like to learn more about how Bill can help you or your team reach your potential, schedule a call at http://scheduleacallwithcaskey.com.

Chet Pipkin, former CEO and founder of the electronic goods company Belkin International, joins Guy on the Advice Line to answer questions from three early-stage entrepreneurs. Plus, Chet and Guy drill into why solving problems for consumers is the key to success.First, we hear from Daniel in Toronto, who's wondering how to educate customers about his company's plastic-free, dissolvable shampoo and conditioner tablets. Then Meredith in Long Island asks how to manage inventory for her booming backpack organizer business that keeps selling out to female athletes. And Ryan in San Diego asks for strategies to grow the B2B side of his therapeutic massage tool company.Thank you to the founders of EarthSuds, Sideline Bags and Rolflex for being a part of our show.If you'd like to be featured on a future Advice Line episode, leave us a one-minute message that tells us about your business and a specific question you'd like answered. Send a voice memo to hibt@id.wondery.com or call 1-800-433-1298.And be sure to listen to Belkin International's founding story as told by Chet on the show in 2019.This episode was produced by Katherine Sypher with music by Ramtin Arablouei. It was edited by Andrea Bruce. Our audio engineer was Cena Loffredo.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Live from Morgan Stanley's European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth, and how Europe factors in.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European Head of Research Product. Today we return to my conversation with Adam Wood. Head of European Technology and Payments, Emmet Kelly, Head of European Telco and Data Centers, and Lee Simpson, Head of European Technology. We were live on stage at Morgan Stanley's 25th TMT Europe conference. We had so much to discuss around the themes of AI enablers, semiconductors, and telcos. So, we are back with a concluding episode on tech disruption and data center investments. It's Thursday the 13th of November at 8am in Barcelona. After speaking with the panel about the U.S. being overweight AI enablers, and the pockets of opportunity in Europe, I wanted to ask them about AI disruption, which has been a key theme here in Europe. I started by asking Adam how he was thinking about this theme. Adam Wood: It's fascinating to see this year how we've gone in most of those sectors to how positive can GenAI be for these companies? How well are they going to monetize the opportunities? How much are they going to take advantage internally to take their own margins up? To flipping in the second half of the year, mainly to, how disruptive are they going to be? And how on earth are they going to fend off these challenges? Paul Walsh: And I think that speaks to the extent to which, as a theme, this has really, you know, built momentum. Adam Wood: Absolutely. And I mean, look, I think the first point, you know, that you made is absolutely correct – that it's very difficult to disprove this. It's going to take time for that to happen. It's impossible to do in the short term. I think the other issue is that what we've seen is – if we look at the revenues of some of the companies, you know, and huge investments going in there. And investors can clearly see the benefit of GenAI. And so investors are right to ask the question, well, where's the revenue for these businesses? You know, where are we seeing it in info services or in IT services, or in enterprise software. And the reality is today, you know, we're not seeing it. And it's hard for analysts to point to evidence that – well, no, here's the revenue base, here's the benefit that's coming through. And so, investors naturally flip to, well, if there's no benefit, then surely, we should focus on the risk. So, I think we totally understand, you know, why people are focused on the negative side of things today. I think there are differences between the sub-sectors. I mean, I think if we look, you know, at IT services, first of all, from an investor point of view, I think that's been pretty well placed in the losers' buckets and people are most concerned about that sub-sector… Paul Walsh: Something you and the global team have written a lot about. Adam Wood: Yeah, we've written about, you know, the risk of disruption in that space, the need for those companies to invest, and then the challenges they face. But I mean, if we just keep it very, very simplistic. If Gen AI is a technology that, you know, displaces labor to any extent – companies that have played labor arbitrage and provide labor for the last 20 - 25 years, you know, they're going to have to make changes to their business model. So, I think that's understandable. And they're going to have to demonstrate how they can change and invest and produce a business model that addresses those concerns. I'd probably put info services in the middle. But the challenge in that space is you have real identifiable companies that have emerged, that have a revenue base and that are challenging a subset of the products of those businesses. So again, it's perfectly understandable that investors would worry. In that context, it's not a potential threat on the horizon. It's a real threat that exists today against certainly their businesses. I think software is probably the most interesting. I'd put it in the kind of final bucket where I actually believe… Well, I think first of all, we certainly wouldn't take the view that there's no risk of disruption and things aren't going to change. Clearly that is going to be the case. I think what we'd want to do though is we'd want to continue to use frameworks that we've used historically to think about how software companies differentiate themselves, what the barriers to entry are. We don't think we need to throw all of those things away just because we have GenAI, this new set of capabilities. And I think investors will come back most easily to that space. Paul Walsh: Emett, you talked a little bit there before about the fact that you haven't seen a huge amount of progress or additional insight from the telco space around AI; how AI is diffusing across the space. Do you get any discussions around disruption as it relates to telco space? Emmet Kelly: Very, very little. I think the biggest threat that telcos do see is – it is from the hyperscalers. So, if I look at and separate the B2C market out from the B2B, the telcos are still extremely dominant in the B2C space, clearly. But on the B2B space, the hyperscalers have come in on the cloud side, and if you look at their market share, they're very, very dominant in cloud – certainly from a wholesale perspective. So, if you look at the cloud market shares of the big three hyperscalers in Europe, this number is courtesy of my colleague George Webb. He said it's roughly 85 percent; that's how much they have of the cloud space today. The telcos, what they're doing is they're actually reselling the hyperscale service under the telco brand name. But we don't see much really in terms of the pure kind of AI disruption, but there are concerns definitely within the telco space that the hyperscalers might try and move from the B2B space into the B2C space at some stage. And whether it's through virtual networks, cloudified networks, to try and get into the B2C space that way. Paul Walsh: Understood. And Lee maybe less about disruption, but certainly adoption, some insights from your side around adoption across the tech hardware space? Lee Simpson: Sure. I think, you know, it's always seen that are enabling the AI move, but, but there is adoption inside semis companies as well, and I think I'd point to design flow. So, if you look at the design guys, they're embracing the agentic system thing really quickly and they're putting forward this capability of an agent engineer, so like a digital engineer. And it – I guess we've got to get this right. It is going to enable a faster time to market for the design flow on a chip. So, if you have that design flow time, that time to market. So, you're creating double the value there for the client. Do you share that 50-50 with them? So, the challenge is going to be exactly as Adam was saying, how do you monetize this stuff? So, this is kind of the struggle that we're seeing in adoption. Paul Walsh: And Emmett, let's move to you on data centers. I mean, there are just some incredible numbers that we've seen emerging, as it relates to the hyperscaler investment that we're seeing in building out the infrastructure. I know data centers is something that you have focused tremendously on in your research, bringing our global perspectives together. Obviously, Europe sits within that. And there is a market here in Europe that might be more challenged. But I'm interested to understand how you're thinking about framing the whole data center story? Implications for Europe. Do European companies feed off some of that U.S. hyperscaler CapEx? How should we be thinking about that through the European lens? Emmet Kelly: Yeah, absolutely. So, big question, Paul. What… Paul Walsh: We've got a few minutes! Emmet Kelly: We've got a few minutes. What I would say is there was a great paper that came out from Harvard just two weeks ago, and they were looking at the scale of data center investments in the United States. And clearly the U.S. economy is ticking along very, very nicely at the moment. But this Harvard paper concluded that if you take out data center investments, U.S. economic growth today is actually zero. Paul Walsh: Wow. Emmet Kelly: That is how big the data center investments are. And what we've said in our research very clearly is if you want to build a megawatt of data center capacity that's going to cost you roughly $35 million today. Let's put that number out there. 35 million. Roughly, I'd say 25… Well, 20 to 25 million of that goes into the chips. But what's really interesting is the other remaining $10 million per megawatt, and I like to call that the picks and shovels of data centers; and I'm very convinced there is no bubble in that area whatsoever.So, what's in that area? Firstly, the first building block of a data center is finding a powered land bank. And this is a big thing that private equity is doing at the moment. So, find some real estate that's close to a mass population that's got a good fiber connection. Probably needs a little bit of water, but most importantly needs some power. And the demand for that is still infinite at the moment. Then beyond that, you've got the construction angle and there's a very big shortage of labor today to build the shells of these data centers. Then the third layer is the likes of capital goods, and there are serious supply bottlenecks there as well.And I could go on and on, but roughly that first $10 million, there's no bubble there. I'm very, very sure of that. Paul Walsh: And we conducted some extensive survey work recently as part of your analysis into the global data center market. You've sort of touched on a few of the gating factors that the industry has to contend with. That survey work was done on the operators and the supply chain, as it relates to data center build out. What were the key conclusions from that? Emmet Kelly: Well, the key conclusion was there is a shortage of power for these data centers, and… Paul Walsh: Which I think… Which is a sort of known-known, to some extent. Emmet Kelly: it is a known-known, but it's not just about the availability of power, it's the availability of green power. And it's also the price of power is a very big factor as well because energy is roughly 40 to 45 percent of the operating cost of running a data center. So, it's very, very important. And of course, that's another area where Europe doesn't screen very well.I was looking at statistics just last week on the countries that have got the highest power prices in the world. And unsurprisingly, it came out as UK, Ireland, Germany, and that's three of our big five data center markets. But when I looked at our data center stats at the beginning of the year, to put a bit of context into where we are…Paul Walsh: In Europe… Emmet Kelly: In Europe versus the rest. So, at the end of [20]24, the U.S. data center market had 35 gigawatts of data center capacity. But that grew last year at a clip of 30 percent. China had a data center bank of roughly 22 gigawatts, but that had grown at a rate of just 10 percent. And that was because of the chip issue. And then Europe has capacity, or had capacity at the end of last year, roughly 7 to 8 gigawatts, and that had grown at a rate of 10 percent. Now, the reason for that is because the three big data center markets in Europe are called FLAP-D. So, it's Frankfurt, London, Amsterdam, Paris, and Dublin. We had to put an acronym on it. So, Flap-D. Good news. I'm sitting with the tech guys. They've got even more acronyms than I do, in their sector, so well done them. Lee Simpson: Nothing beats FLAP-D. Paul Walsh: Yes. Emmet Kelly: It's quite an achievement. But what is interesting is three of the big five markets in Europe are constrained. So, Frankfurt, post the Ukraine conflict. Ireland, because in Ireland, an incredible statistic is data centers are using 25 percent of the Irish power grid. Compared to a global average of 3 percent.Now I'm from Dublin, and data centers are running into conflict with industry, with housing estates. Data centers are using 45 percent of the Dublin grid, 45. So, there's a moratorium in building data centers there. And then Amsterdam has the classic semi moratorium space because it's a small country with a very high population. So, three of our five markets are constrained in Europe. What is interesting is it started with the former Prime Minister Rishi Sunak. The UK has made great strides at attracting data center money and AI capital into the UK and the current Prime Minister continues to do that. So, the UK has definitely gone; moved from the middle lane into the fast lane. And then Macron in France. He hosted an AI summit back in February and he attracted over a 100 billion euros of AI and data center commitments. Paul Walsh: And I think if we added up, as per the research that we published a few months ago, Europe's announced over 350 billion euros, in proposed investments around AI. Emmet Kelly: Yeah, absolutely. It's a good stat. Now where people can get a little bit cynical is they can say a couple of things. Firstly, it's now over a year since the Mario Draghi report came out. And what's changed since? Absolutely nothing, unfortunately. And secondly, when I look at powering AI, I like to compare Europe to what's happening in the United States. I mean, the U.S. is giving access to nuclear power to AI. It started with the three Mile Island… Paul Walsh: Yeah. The nuclear renaissance is… Emmet Kelly: Nuclear Renaissance is absolutely huge. Now, what's underappreciated is actually Europe has got a massive nuclear power bank. It's right up there. But unfortunately, we're decommissioning some of our nuclear power around Europe, so we're going the wrong way from that perspective. Whereas President Trump is opening up the nuclear power to AI tech companies and data centers. Then over in the States we also have gas and turbines. That's a very, very big growth area and we're not quite on top of that here in Europe. So, looking at this year, I have a feeling that the Americans will probably increase their data center capacity somewhere between – it's incredible – somewhere between 35 and 50 percent. And I think in Europe we're probably looking at something like 10 percent again. Paul Walsh: Okay. Understood. Emmet Kelly: So, we're growing in Europe, but we're way, way behind as a starting point. And it feels like the others are pulling away. The other big change I'd highlight is the Chinese are really going to accelerate their data center growth this year as well. They've got their act together and you'll see them heading probably towards 30 gigs of capacity by the end of next year. Paul Walsh: Alright, we're out of time. The TMT Edge is alive and kicking in Europe. I want to thank Emmett, Lee and Adam for their time and I just want to wish everybody a great day today. Thank you.(Applause) That was my conversation with Adam, Emmett and Lee. Many thanks again to them. Many thanks again to them for telling us about the latest in their areas of research and to the live audience for hearing us out. And a thanks to you as well for listening. Let us know what you think about this and other episodes by living us a review wherever you get your podcasts. And if you enjoy listening to Thoughts on the Market, please tell a friend or colleague about the podcast today.

Industrial Talk is talking to Danny Gonzales, CEO and Host of Industrial Sage about "The power behind industrial storytelling". Scott Mackenzie hosts the Industrial Talk podcast, celebrating industrial professionals and their innovations. In this episode, he discusses the importance of storytelling in the industry with Danny Gonzales, founder of Industrial Sage. Gonzales emphasizes the need for compelling narratives to change perceptions of manufacturing and inspire the next generation. He highlights various storytelling methods, including podcasts, documentaries, and internal communications. They also discuss the challenges of innovation, the impact of AI and automation, and the necessity of human interaction in the workplace. Gonzales encourages leaders to communicate effectively and involve frontline workers to foster a culture of innovation and improve retention. Action Items [ ] @Scott MacKenzie - Review your internal communication strategies to ensure leadership is actively engaging employees and fostering a culture of innovation.[ ] @Scott MacKenzie - Implement a feedback loop to involve frontline workers in identifying areas for process improvements and technology implementations.[ ] Reach out to Danny Gonzales at Industrial Sage to discuss how to effectively tell the story of your manufacturing or industrial company. Outline Introduction to Industrial Talk Podcast Speaker 1 introduces Scott Mackenzie and the Industrial Talk Podcast, emphasizing its focus on industry professionals and their innovations.Scott MacKenzie welcomes listeners to the podcast, highlighting its global reach and celebrating industrial professionals for their boldness and innovation.The podcast aims to help industrial professionals tell their stories in an engaging way, emphasizing the importance of storytelling in the industry.Scott encourages listeners to connect with him on the podcast platform to discuss their stories and experiences. The Importance of Storytelling in Industry Scott MacKenzie stresses the need for industrial professionals to step out of their comfort zones and tell their stories boldly and radically.He believes that storytelling is crucial for inspiring the next generation of industrial leaders and motivating them to join the industry.Scott introduces Danny Gonzales, an industrial sage who creates compelling video productions to tell the story of the manufacturing industry.He expresses his admiration for industrial professionals and their work, urging them to appreciate and elevate their contributions. Danny Gonzales' Background and Industrial Sage Danny Gonzales shares his background, starting a video production company called Optimum Productions and later founding Industrial Sage in 2017.He explains his passion for storytelling, which began during his time as a missionary in Mexico, and how he transitioned to creating videos for B2B and industrial purposes.Danny discusses the mission of Industrial Sage to change the perception of the manufacturing industry, highlighting its innovation and impact on daily life.He emphasizes the importance of great storytelling in showcasing the true nature of the manufacturing industry and its significance. Storytelling Techniques and Content Creation Danny explains the various storytelling techniques used by Industrial Sage, including podcasts, news content, mini-documentary series, and bi-weekly shows.He shares examples of their content, such as the "Industries of the Future" series with Schneider Electric and the "American Makers" podcast.Danny highlights the importance of targeting different audiences,...

When it comes to assessing practice success, understanding various returns on investment is critical. Kiera and Kristy explain what the Dental A-Team is looking for when it comes to understanding the success (or lack thereof) of various investments. They specifically touch on the power of five different KPIs that'll keep your practice in line. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: K iera Dent (00:00) Hello, Dental A Team listeners. This is Kiera and today it's the KK podcast. Kiera and Kristy hanging out today. Kristy, how you doing today?   DAT Kristy (00:10) Good, it's a good day.   Kiera Dent (00:12) It's a great day. you like, I feel like I want to like KK. I mean, it's not, it's only two K's everybody listening, but I feel like it's like the Kit Kat. I don't know. It feels kind of like that between you and me. don't know why, but yeah, double the, or we could be like double mint, like double the flavor, double the fun. It's Kieran Kristy on the pod. Like there's just the two of us cause there's no other K names in the consultant world. It's just Kieran Kristy. So I mean, we got   DAT Kristy (00:36) That's right.   Kari and Kristy, you got it.   Kiera Dent (00:40) Kiera and Dana, so that could be my initials, cute. Then there's Kiera and Trish, but there's Trish and Tiffanie. Then there's Kiera and Brittany, no BS, Britt, she's on her own realm. And then we've got Monica. So, see, it's the two Ks, it's the double the, like, we're just gonna have fun here. Like, you get two of us, two brilliant brains. And believe it or not, Kristy and I actually might just be rivaling for like some of the biggest gains this quarter, so.   DAT Kristy (00:55) Yes, it does.   Kiera Dent (01:07) ⁓ not that we're here just for gains on clients, but Kristy does give me a run for my money, which all the consultants do. And Kristy's just like, she's, she's coming on hot this, this quarter. So I thought it'd be really fun, Kristy, for us to kind of dig into. Like either quarterly or twice a year annual reviews that we kind of do with clients and how you assess it. And we show the ROI that clients are getting, just cause I think it's important for clients to see like, what should you be assessing in your practice quarterly or two times a year?   How's the practice going? And Kristy, I think you're really, really strong in this. And I think you're really talented at looking at the practice and about their numbers and about, like, you love that. You and I will geek about numbers all day long, which is why it's the KK club, the KitKat club. Like we're here for the numbers. We're here for the fun. ⁓ But yeah, Kristy, kind of take it away of how do you set this up? What do you look at with clients when you're assessing their practices? Because always client style is like, I want ROI on consulting. And you do like,   amazing job at showing that ROI. So kind of take it away of what do we look at? How do we determine ROI? And I know this is your jam. This is what you love to do.   DAT Kristy (02:15) I love it. You're right. I do. You know, we all.   Kiera Dent (02:18) Do hear that little   giggle? I hope everybody heard that. Like that's Kristy's like. Kristy lives for this stuff and it makes me so happy because I do too. Like it's fun. It's fun to get the gains.   DAT Kristy (02:28) Yeah,   absolutely. Well, you and I have talked about this before. So many doctors just look   their bank account to see if they're on track or off track. And it's such a false sense of security looking at or lack of security, one of the two. with that being said, ⁓ there truly is like five   Kiera Dent (02:36) you   Mm-hmm.   DAT Kristy (02:48) KPIs that we're going to look at. And a couple of them are lag measures. A couple of them are lead measures.   ⁓ first view would be production net production collections. Yeah.   Kiera Dent (03:01) Yeah, don't even get into that gross. We don't want gains that are fake all y'all, okay? Like get   out. ⁓ Jason and I were talking the other day about guys, there's this, okay, Kristy, I'm gonna go on Tanger for a second. There's this really attractive actor on this show we're watching and I'm like, truly I was so disappointed when they kind of cut him from a couple episodes. I was like, no, she's gotta get back together with this guy because he's so good looking. And my husband and I, we look, because he looks pretty short.   DAT Kristy (03:13) you   Kiera Dent (03:28) So I like scoped him and I was like, how tall is this guy? And he says he's six foot and Jason's like, there's no way he's six foot. He's like, but do you ever hear some guy come in and they're like, yeah, I'm like 5'11". He's like, no, they all push them to the six foot. And I feel like that's what gross production is. It's like all of us are like, yeah, like I'm basically six foot. Yeah, I'm basically like a millionaire. Yeah, I'm basically there. Like, so we're talking, no, get out. We're here for like actual gains that you're actually getting net production.   my little side tangent, it's okay. It's okay if you're 5'10". It's okay if you're 5'9". It's okay if you're 5'11". We in production want to know the real number that we can actually collect, not the artificial one that makes you feel good when you're chatting with friends. You can fluff your height, but don't fluff your production.   DAT Kristy (04:15) love that 100%. So we got the net production and then the collections,   Kiera Dent (04:16) you   DAT Kristy (04:22) dollar for dollar percentage. Obviously we want them to be 98 % or higher. And then on the flip side, where are we diagnosing? What's our case acceptance? And so many people just look at the percent of case acceptance, but I also want to look at the dollars of what you're diagnosing because is it enough to reach your goal?   you know, where's your profit point at and what do we need to hit? Because we can celebrate 100 % case acceptance, which I don't think anybody ever has 100%, but you know, if you're getting 50 % case acceptance, which is still a very good percentage, 50 % of what? If we need to hit 150 every month and we're only hitting 100, it's not enough to get us there. So those would be the main five KPIs that   ⁓ tell us the health of your practice, right? And go ahead, care.   Kiera Dent (05:18) I   was gonna say, and Kristy, as you said that, diagnosing, don't think people realize is as important as it is. For whatever goal you wanna hit, there's a industry standard that you need to diagnose three times what you wanna produce. So if you wanna produce 100 grand, you need to be diagnosing 300,000 minimum to be able to get there, and you better hope you've got a great treatment coordinator who can close. And this is actually like...   I'm gonna like give a little secret away that we'll see if people are smart enough to pick up on in future years. This is the number one thing I actually look for in a consultant. I look to see, do an interview, we give them some stats and if a consultant cannot pick up this practice like without fail, they come in and they wanna talk block scheduling, they wanna talk other things. But I need a consultant to be able to see that a lot of times the reason a practice is not hitting their goals is due to a lack of diagnosis. And another reason we do that is because   Kristy and I are not dentists and we're not here to tell you how to diagnose. We're just here to help you see that based on industry standards and what you should be diagnosing of a healthy practice. If you're not getting enough diagnosis and doctors, you've got to hear this. If you are not diagnosing enough, this is a doctor issue and we're not saying to overdiagnose, but you have to diagnose enough. If you're not diagnosing enough and there's not enough treatment coming through, your practice will not grow. And that's not your team's fault. That's a you problem.   And so making sure that you, your hygienist, you use AI, but Kristy, I'm so glad you brought that up because production collections are always easy. But what impacts that, like you said, is the diagnosis, then the case acceptance, the new patients. And that's where it says lead and lag. Like everybody's looking at the lag of production collection, but it's like, what did we do to get there? And Kristy, I love that you bring these five things up every single quarter, every single, like twice a year with your clients, because people don't realize your bank account is a lag measure.   of what you've been doing in the practice. And then like another one is your overhead and what are you spending? Because if those things are in check, but we're spending everything we're making, we're not saving for taxes. Well, yeah, that's a real fun moment. Your bank account's really gonna look bleak, even if everything's working in the practice. So I really hope people take note because it's such a good thing for people to be aware of.   DAT Kristy (07:09) .   Absolutely. to that point, Kiera, like so many people think if that number isn't where they want it, let's go get more new patients. And then they want to spend more money on more new patients. And nine times out of 10, this is exciting time of the year because we're halfway through the year. Take a look at what you did treatment plan. I mean, I see a lot of practices, you know, let's for easy math, they're diagnosing a million dollars and we've closed 500,000. Holy cow. Even if you captured, you know,   percent of that difference like what would that mean to your bottom line and this is a perfect time to take a step back and go my gosh we have five months left in the year what would that look like break it down chunk it down to simple   pieces that your team can digest and you guys have fun with it. It's all about getting patients healthier. Let's face it, you're not diagnosing things patients don't need. So let's go get it. Let's get our patients healthy and gamify it. See one more crown a day or one more implant a month. What is it? Right?   Kiera Dent (08:35) Yeah. And Kristy, I think something you do so well that I hope people heard is you're not going for the big gains. You're going for the little like squeeze the juice, like get the last bit of toothpaste out of the tube of toothpaste. And I don't think people like that's not sexy. It's like, hey, I heard this podcast that I'm supposed to like go look at these small things versus we're getting all these new patients and we signed up for marketing. Well, but like this is where the elite practices shine. This is where the like really superior   Practices go people are like here. How do you do it? How do you guys like add? 20,000 40 that I Kristy I was looking at some of your stats girl. You're like, like I said, I love a good hustle and some of your practices you're adding like 50,000 a month to their practices and that's Incredible and people like how you do it Kristy's literally telling you it's through squeezing the tube of toothpaste in these small little moves that actually are not that hard going and getting new patients and signing up for marketing and all that that to me is actually hard fixing your diagnosis   getting your whole team on board, looking to see at what our production collections are, making sure our collections are tight. Those things are way easier. They're not as fun, they're not as sexy, but way easier than having to go like hunt and fish for new patients, even though it's way more fun to tell people you signed up for marketing. It's not fun to be like, yeah, we got a new billing thing in place. Like we got our AR fixed. That's not fun to admit, but it's way fun on the bank account and the profitability side too.   DAT Kristy (09:58) Yeah,   100%. And again, ⁓ so going back to the new patients, they want to spend more money to get it. But then have you looked at like, how are we answering the phone? How are we capturing the patients that are calling? Maybe you really don't need to spend any more money to cap, you know, they're coming in, we're just not capturing them, you know, and I'm always a fan of, you know, there's the internal marketing and external.   everything Fred Joyle said it best right everything is marketing we are marketing so get real intentional and get in relationship with your patients figure out what they want and tie their care back to it you know   Kiera Dent (10:39) Mm-hmm.   Yeah, I think it's brilliant. And I think it's like you said, everything we do is marketing. And so if we realize that and so many people want external marketing, and I think to me, the reason people want external marketing, and I'm not here to say not to do external marketing, I think it's a, it is a piece and a part of it. But I think it feels like a diet pill sometimes, like, let's just let's just throw money over there. And let's hope it fixes our problems. Let's out produce our problems rather than fixing our problems. And I really want people to realize like,   elite business ownership and being part of the elites, and we're not talking big practices, there's no right size to it. That all comes actually from doing these small little things and internal marketing, once again, is so good. These patients already love you. You already have a base of people that love you. And if you treat those people really well, rather than constantly going to try and swoop and get more people in, those people then refer, they refer better people to you.   It's easier. I have a practice and it was wild. They're like, Kiera, we signed up with marketing and we're trying to get it. And again, this is not a bash on any marketing companies. It is definitely necessary. ⁓ but they're like, but we're just not getting more, more new patients. Talk to another client. They're like, we, we just signed up with a marketing company and it's actually gone down. And I'm like, well, tell me what were you doing before to get patients? And they're like, we were at the church, we were in this magazine. And I'm like, well, get back in that because it was, it was showcasing the good things you're doing. It was being this like,   more B2B, it was being more connected rather than just trying to go for the masses and it's wild because internal marketing can be so much more effective if done right. And like you said, be in a relationship with your patients and know what they want. And great Google reviews, great Google reviews are your fastest, easiest marketing. So pay with Swell, like let's throw another plugin for Swell. It's been a few months since I put them in.   Go to Swell, SwellCX.com. Tell them Dental A Team sent you. Literally Zeke and I met when he founded the company. So you still get like founding prices, because that was the promise he and I made that you guys would get that. But honestly, just get your Google reviews up. Save the money. I don't know. Kristy, you and I are such birds of the same feather. That's why we're KitKat over here. We just think very similarly. And I think that's why we get very similar results as well.   DAT Kristy (12:55) Yeah, I think that the other big thing here is to recognize so many people are afraid of numbers. The members just start to tell a story and what we fail to realize is there's a system behind every one of those numbers. And if the number isn't where we want it, we need to pull up that system and figure out the system's a recipe, right? It's our cookbook. If it's not where we want it, then let's go back and figure out, did we mess up the recipe? You know, or   is the recipe, we're following it to a T and we just need to change up and find a new recipe because it's not getting the result. So ⁓ I love digging into those numbers because that tells us where we need to focus on this quarter to get the results we want.   Kiera Dent (13:40) And I really love that you said numbers just tell a story and there's a system behind the number and this makes it so much easier like going back There's a podcast I did a little while ago where I talked about the yes model and Dental A Team to help you say yes to more It's focusing on you as a person your vision which Kristy alludes to like are we on track or not for that vision and then E stands for earnings and profitability and S stands for systems and if you put them in that order So you've got your vision then we look at the numbers just like Kristy said   then you put into place the systems based on what those numbers tell you, it becomes a much more manageable and easier to digest process rather than being like, I need all the systems. And it's like, no, no, no, you just need the systems based on what the numbers tell you because I'm sure you're doing a lot more right than you think you are.   DAT Kristy (14:25) Absolutely. And I also think, you know, it's a good time to take a step back and evaluate where you are on the culture scale too, right? Happy team creates happy patients and happy patients pay and refer. So it all goes hand in hand.   Kiera Dent (14:39) Good   thoughts on there. Okay, so what else do you go? You go through the production collections, diagnosis, case acceptance, new patients, lead lag measures. Then you move into, we on track, off track for our goals of where we're at this year? What are the things that we could do now to get there by end of year? Are they still relevant? Are we still on track? What else do you look at with your clients when you're doing these assessments, Kristy?   DAT Kristy (15:02) Yeah, well, I always like to start the year off with projecting where we're going. And so also calculating back to that. And you and I talked about overhead. If we take what our average overhead is for the year, are we on track for meeting that or not?   Right? Because we can project all day long. I can want to make $3 million, but this $3 million cover overhead expenses and our savings for the year. So always measuring back to that. And if we're off track figuring out how can we get on track, right? Did doctor take off more time or do we need to add in a Friday to get to goal? You know, those types of things. Or are you, ⁓   okay with where we're projected to land and you feel confident about that. You know, once in a blue moon, well, I shouldn't say once in a blue moon because you and I do get them up there, but you know, it also relieves them and they can maybe even take an extra week off or a few days off because they're ahead of goal. Yeah.   Kiera Dent (16:06) Totally.   And those are the fun ones. That's what we want. We want to be ahead. We don't want to always be behind. And I agree with you, Kristy. The offices that are ⁓ diligent and consistent at looking at these, we look at these monthly, we look at these quarterly, we look at these annually, we assess, we redirect. It's like, I don't know. I feel like what you do is there's a plane. I just flew back from Greece, which was a very long flight. And it was very fun. This is where I watched.   DAT Kristy (16:13) Mm-hmm.   Kiera Dent (16:35) so many of these shows of this very good looking actor. I thought I was like, how tall is this man? While my husband's sitting next to me, it's okay, it's all right. We're allowed to have a few celebrity crushes. ⁓ But on our flight back, it was like a 12, 13 hour flight home. And I think about if that pilot would not have checked to see if we were a few degrees off, I could have easily ended up somewhere else. And that's just by a few degrees. And so what I feel you're doing, Kristy, on these quarterly, these monthly, these annual check-ins is making sure   that we're still navigating towards Greece or towards wherever we're trying to get. And are we on track or like you said, do we need to do a small navigation at a Friday, change this, look at our spending to be able to end up there at the end of the year or like, are we so far off course? So we need to like correct a little bit and then get back on track for next year. But the hope is that we catch that soon enough because we're never gonna go in a straight line. It will never be perfectly across. There will always be hiccups, there will be turbulence, there will be.   things that you gotta go around, you gotta redirect places. But if we're constantly looking at it, we stay much more on course and charter to where we want to go rather than like hoping and wishing we end up where we actually set out to go.   DAT Kristy (17:43) Yeah, 100%. And sometimes it's also looking, where are we spending? Right? Is there something that crept in there? We talked about this before too, with, you know, the subscriptions or, I mean, it's funny because the very first doctor that   I remember him telling a story about an airline and I was just sharing this recently with a client. I think it was like American, you guys could probably Google it and find it, but it's back in the day when they would serve meals to everybody and this airline decided that they could cut one olive.   Kiera Dent (18:17) Hmm?   DAT Kristy (18:17) and it cut their bottom line by a ton. Like what is the cost of one olive? So where can we tighten the ship a little bit? Those things are kind of, again, have fun with it, gamify it. Get your team involved. Let them be part of the solution.   Kiera Dent (18:37) Yeah,   and Kristy, I love that because we talk about this olive, the FedEx trucks and then chicken nuggets. And going back to it, the black olive airline cut, it was one olive, saved them $40,000 annually. I just pulled it up to sea and it was on American Airlines. And Tiff and I talk about the chicken nugget, like they used to serve five chicken nuggets, which was the right amount. Well, they dropped it to four. Four is not enough, so now you...   Upsell to 10 and I'm like that's one chicken nugget. This is one olive and I agree with you Kristy for me This is the fun of business like how can I go find that one olive or that one chicken nugget Tim and I get really excited when we find a whole chicken farm. Like that's a good one I'm like, wow, that was that was like a really good idea or a whole salad But again, it's to cut costs but improve patient care. Like what are they? mean even today Kristy, Shelbi, Britt and I were going through our expenses in dental a team   DAT Kristy (19:25) Mm-hmm.   Kiera Dent (19:30) and we looked and we have Adobe and we still use Adobe for contracts. But Shelbi looked at it, we're paying 65 and we use Canva and our marketing team doesn't need all the entire suite of Adobe anymore. But that was something we put into place like five years ago. We've been paying 65 bucks every single month when we only need to be paying 19. Not that that matters. And so many people are just like, well, here it's 40 bucks. And I'm like, okay, you want to play a game with me? I'll play a game. It's 65 minus 20.   DAT Kristy (19:57) me.   Kiera Dent (20:00) Okay, so 45 times that by 12 times that by five years is 2,700 bucks that I've been overpaying just on a subscription that's doing nothing for our company that I could have cut. And I'm like, I know you might not get out of bed for 2,700 bucks, but I'm like, you find that subscription, you find this subscription, you find that one, all those little, do you think someone really was excited on American Airlines to save $40,000 when it's a multi-billion dollar business? But 40,000 here, 20,000 there.   DAT Kristy (20:26) Right.   Kiera Dent (20:29) 50 bucks here. also think Kristy, to me, it's the discipline of auditing, of looking. It's more than I think the olive or the Adobe subscription or the chicken nugget. It is the constant innovation to look, to be the most savvy business that we can possibly be. And then we flip to the other side and give the best service that we can as well.   DAT Kristy (20:51) 100 % I agree with you, Kiera. Yeah, it's just those small incremental things. And it's about being intentional versus doing it by default, right? Let's do it intentionally so that when we get to the end, there's no surprises.   Kiera Dent (20:52) you   love that because I hate surprises in December as a business owner. Oh, I used to dread December's like and it's a great time to travel. It's a great time to hang out with family. But I used to cry like beginning of December, it was tears every single year. And then by the end of the year, I was exhausted. had nothing left for family and it's supposed to be such a fun time that I agree with you, Kristy. It's like no tears. The projections are there we were prepared. I don't know there really is a saying like if you are prepared, you will not fear and I'm like, it really is that case and also   Like CPAs, I'm gonna rag for a second. They rag on consultants. This is a love relationship we have with CPAs and consultants. I get so annoyed that like CPAs don't tell you till December. And I'm like, no, have the meeting in July. Have the meeting in October. Figure it out because you still have time to pivot. And that's what Kristy and I wanted to come on today is there's still time to pivot if you look at these items, you look at the things we're discussing, you look to see what can we do. There's still time. It's like, we're not at the 11th hour.   hoping to try to make up time in such a short amount of time. call your CPAs, find out where you're at on your tax liabilities. Are you on track for saving that? There's so many times that we have our meeting with the CPA and he's like, Kiera, I need to up and increase and start cutting. And I'm just annoyed every time, but I'd rather do that over the course of six months rather than one month, because I still have time to make that correction with it, not hurting as much as it could.   DAT Kristy (22:30) It's so true, so true. And the efforts to get there are a lot smaller when we can dilute it over five months versus two weeks, because we didn't look till the end of the year.   Kiera Dent (22:42) especially the two weeks in December where we're not producing so we're not even collecting and we have to pay more. It's just a really like nasty path. So I'm like, no, no, no, just don't plan for December. Have that be your gravy slush time. Get it all done in 11 months. But like even that kind of thinking, Kristy, I don't think is common. I think it's very abnormal to think, well, if my December is only going to be two weeks, why am I banking on that as a full month? Why don't I bank on? And this is back to mine and Kristy, like we love the projections. We love to think of like   DAT Kristy (22:59) No.   Kiera Dent (23:12) How could I get this done in 11 months? How can we give you vacations? How can it be done in this many weeks? And that's something, Kristy, I really do feel like it's the Kit Kat Club over here. Like we really do think in such a similar way, but I want you to realize like this is how Kristy and I are able to throw gains. We're able to help practices get to where they want to be, but also with it being easy, happy teams, happy culture, not a lot of stress, ⁓ and just kind of doing the small minutiae things that actually make insane gains.   for a practice. We help find the olives, Kristy. Every so often we might get a tomato, but it's the small olives that actually make the huge impact for a practice.   DAT Kristy (23:42) Right? Yeah, let's get the olives. Yeah.   100%, 100%. And hopefully we can show it's easy. It's not hard. It truly isn't hard. It's one patient at a time and just capturing a little bit more.   Kiera Dent (24:03) Yeah. And then Kristy, I think it's really fun what you do for your clients too, is you show them the ROI that you brought to them through AR, through production, through overhead savings. So that way a client, regardless of their bank account saying, can literally see that in the course of working together, this is what we've been able to accomplish together. Because I think as a business owner, it is so easy to forget like what it felt like when I couldn't lift 20 pounds, now that I'm lifting 50 pounds.   Like it's so easy because 50 pounds becomes your new normal, but you're like, no, no, no, no. Remember how we started and you couldn't even lift like five pounds. Then you got up to 20, then you got up to 50. I think it's very easy for clients to forget where they started because their new norm is where we've grown them to.   DAT Kristy (24:48) Yeah, it's so true. mean, you know me, I love analogies and it's almost like your periopatient that's been coming in every three months and now they're healthy and so they want to push it back out and it's like you forgot it's this effort coming every three months that's gotten you healthy and the minute we change it, things start to slide, you know, so. ⁓   Yeah, mean, hopefully, hopefully we can always show that value in it. They still have to do the boots on the ground hard work, but you know.   even Tiger Woods has a coach, right? And that coach can see around corners to see things a little bit faster maybe when things aren't moving the same. You your swing's off, what's happening, what's going on, you know, and to keep you back on track. it's fun, it's fun partnering with clients and being able to see that and course correct and help them achieve their goals.   Kiera Dent (25:43) ⁓ I love it. Kristy, I agree with you. And I think that that's why we have the passion for consulting. We have the passion for practices. We have the passion for wanting you to strike. It's crazy because like, I don't know, we have a tagline, which marketing told me I need to get rid of because it's more about me than it is about you. And it does not make sense to me. ⁓ where it says like your success as a practice is truly Dental A Team's passion. Like this is what gets me and Kristy up out of bed. This is what makes us want to get on a podcast and share with you is   you being successful, you getting your dreams, you hitting these goals is what we are obsessed and so passionate about. So I think it's so fun. So I'd say, Kristy, if practice is listening right now, what would be kind of like your bow on our podcast today that you'd say like, okay, from everything we've talked about, what do they take away? What can they go implement? ⁓ Because sometimes it can feel like, well, what's my first step to be able to get on this path of slight course corrections to get to my final destination with ease.   DAT Kristy (26:42) Yeah, well first off, if you haven't figured out your goal, maybe look at what you finished at last year and at least strive for 10 % above that because we know that that's at least keeping up with inflation. Again, I don't know if that's meeting your overhead needs, but at least it's a good point. And then reverse engineer it. See how far you're off track from that for the year.   and ⁓ what's one more day or one more thing every day. Hopefully you're doing some sort of morning huddle and ⁓ inside of the morning huddle, everybody has a part to play, right? So admin, look, is there any balances that need to be collected?   ⁓ patient wise in doctor's schedule, is there anybody that could come back in through hygiene? Hygiene, if we have undiagnosed treatment and we know there is, because we see those numbers every day in morning huddle and it's almost like crazy alarming the amount. Usually it's more than what you're even producing for the day. So, gamify it and try to turn those patients into healthy patients by converting their treatment. ⁓   know just those simple things right there is going to make a big difference to your year end.   Kiera Dent (27:55) I that. I love it, Kristy, so much. And I love that you have the passion and the love. I love that you will also sit down with your clients. And I think that that's the discipline and maybe like the fast track of using a consultant is, Kristy, you prepare these for your clients. You think about it. You're looking down the line of things they're maybe not even considering doing. They're not thinking about midway. How are we doing? What are our projections? Are we on track? Are we off track? Where are we at? And I think having a consultant, like you said, with even Tiger Woods,   looking around the corner, looking down the line. Kristy and I are both like, we're watching the clock. We know we only have so many more months in the year. Where are you at? How can we make sure that we're constantly keeping you on track to get to your goals? Where maybe you're just having a fun summer vacation or you're just coming back. Like we know that that's our job is to be looking down the line for you, watching out for you, projecting for you, course correcting with you. ⁓ Even when you're in the day to day problems. And I think Kristy, that's just a   a shout out to you and a shout out to consultants because this is why we do what we do. So if you, if you are like most business owners, including myself, when I first started and you hate numbers, that's why there are people like Kristy and myself that exist because we love to get into the nitty gritty. We love to look for those olives. We love to help you go do the dentistry and we're going to sit here and help make sure your business and your team and your practice is flourishing. So that way the hard work you put into being a dentist pays off for you in the end. So Kristy love this, love what you do for our clients.   Love being the, the KK Kit Kat, whatever we want to be over here. mean, it might stick. We might be Kit Kats for Halloween. You never know, but Kristy just super appreciate you and all that you do for our clients and for our company and you as a human being, you're just a gem. And I'm so freaking lucky to work with you.   DAT Kristy (29:28) Yeah.   Thank you. It's my honor and you know what? We're stronger as a team, I have to say. So no matter what consultant you have in our company, you get all of us. So we collaborate, we cheer each other on, just like hopefully you're cheering your team on. So happy to help.   Kiera Dent (29:49) Bye.   Kristy,   you said that so well and it is true. I see you and all the consultants like have little meetings on your calendars of connecting and chatting and I do agree. We all help each other out. We want all of our clients to succeed no matter who you're working with. So for all of you, if you're struggling or you're like, gosh, I really would love that help or just having someone, I'll just put our arm around you and like, we're here to help you. We're here to support you. We're here to guide you. We're here to look around that corner. Reach out, Hello@TheDentalATeam.com. And as always, Kristy, thanks for being with me. Thank all of you for listening.   and we'll catch you next time on the Dental A Team Podcast.  

Sara talks about the transition out of corporate, challenges in B2B sales, making human connections, and much more!

Filipe Castro Matos is an Entrepreneur-in-Residence at Altar.io, where he helps founders go from idea to MVP with clarity and speed. With over a decade of experience across B2C and B2B startups—including an early exit, viral growth experiments, and advising dozens of founders—Filipe specializes in helping teams find their first customers and build Go-to-Market strategies that actually work. His work today centers on solving one of the biggest problems in early-stage startups: the gap between building and growing. He's quietly building something new to bridge that gap.In This Conversation We Discuss: [00:00] Intro[01:19] Learning ecommerce by evolving with companies[02:50] Avoiding guesswork through real user engagement[04:57] Avoiding costly guesses in early channels[07:24] Finding people who match your avatar[08:23] Returning to basics for direction clarity[08:51] Distinguishing buyers from friendly critics[11:29] Starting small when validating ideas[14:36] Simplifying business ideas through existing tools[15:29] Stay updated with new episodes[15:40] Capturing insights for go-to-market[17:36] Separating problem discovery from solutions[19:55] Going where the market is active[21:10] Introducing payments only after solutions[22:24] Digesting conversations into ICP[23:17] Pulling branding assets from real conversations[24:56] Testing organically before paid ads[27:04] Building a brand as key differentiatorResources:Subscribe to Honest Ecommerce on YoutubeDigital products for entrepreneurs and business leaders: altar.io/us/Follow Filipe Castro Matos linkedin.com/in/filipecastromatosIf you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Alex Thorn from Galaxy Digital discusses why they revised their Bitcoin price target from $185K to $120K, competition from gold and AI, the stalling Bitcoin Season 2 momentum, stablecoin growth, and Bitcoin's transition into a mature, lower-volatility asset class. Alex Thorn, Head of Research at Galaxy Digital, joins us to talk about why Galaxy revised their Bitcoin end-of-year target from $185K to $120K, the competitive headwinds from gold (up 57% vs Bitcoin's 12%), AI investments, and stablecoins, the October 10th leverage wipeout, Bitcoin's maturation into a lower-volatility asset, whale distribution patterns, the stalled momentum of ordinals and runes, Bitcoin Layer 2 developments, and the ongoing arbitrary data filters debate affecting projects like Citrea and Botanix. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Galaxy revised BTC target: $185K down to $120K • Gold outperformed Bitcoin: 57% vs 12% YTD • October 10th leverage wipeout major catalyst • Bitcoin Season 2 momentum has stalled out • Stablecoins creating major market competition • Layer 2s like Citrea, Botanix still early stage Timestamps: 00:00 Start 00:49 Gov shutdown? Oh no!!! 03:03 Revising EOY price prediction 07:55 Next price catalyst? 10:50 Longer term price predictions 14:01 Crashing to $100k 16:34 Stablecoins 22:38 Tether & competition 30:11 Backing 33:58 Did we lose the plot? 37:37 Enthusiasm for BTC development -

What if the fastest way to grow your career is to reinvent how you work before the market forces you to? In this episode, I had the pleasure of sitting down with Caitlin Clark-Zigmond, a two-time entrepreneur and former CMO for Intel's global software and SaaS portfolio, to map the leap from hands-on operator to AI-powered brand builder, and why clear value translation beats clever slogans every time.Caitlin takes us from scaling a catering business to shipping Comcast Digital Voice, to leading massive B2B portfolios at Verizon and Intel. We dig into how Intel Tiber emerged to make software visible inside a hardware giant, uniting trust and security, AI and ML, edge and cloud, performance optimization, and developer workflows under a narrative customers could navigate. The result: sharper messaging, analyst clarity, and real pipeline acceleration. If your portfolio feels like a maze, her brand framework shows you how to draw a clean map.Then we get practical with AI go-to-market. Forget tool-chasing—start with painful use cases, build on clean, connected data, and let AI amplify what already moves the needle. Caitlin explains why a CDP or an MCP layer unlocks CRM, marketing automation, analytics, billing, and customer success, enabling them to communicate effectively with each other. We cover intent data for account prioritization, conversation intelligence for coaching, predictive scoring for pipeline, and agents that handle repetitive data pulls and weekly reporting so teams can focus on thinking, not tab-hopping.For leaders and modern marketers, the upskilling path is clear: achieve 30% fluency in core AI concepts, measurement, and understanding how your stack—HubSpot, Salesforce, GA, CDPs, and chat systems —actually works. You don't need to code; you need to understand revenue mechanics. We also share Caitlin's strategic networking system—the 5–5–5 method—that turns coffee chats into an operating system for your career, with value-first follow-ups that work even for introverts.We conclude with candid insights on the value of progress over perfection, investing in relationships before you need them, and redefining success in terms of client transformation, sustainable growth, and work-life integration. Subscribe, share with a friend, and tell us: what's the scary move you're finally ready to make?Resources: Website: www.clarkgp.com  LinkedIn: https://www.linkedin.com/in/caitlinclarkzigmond Upcoming LILive GTM Event: https://www.linkedin.com/events/2026gtmrealitycheck-makemisalig7393722093324107776/Monthly Blog: https://gtmmaven.substack.com/p/why-the-c-suite-must-work-together

Cameron Heffernan is the Founder of Beyond Borders Marketing, an agency that helps overseas-based B2B companies and their US subsidiaries expand and succeed in the American market. He has built and led a seven-figure marketing agency, worked across three continents, and guided international clients to double their US sales and achieve substantial EBITDA growth through targeted market strategies. Cameron's global perspective is shaped by living and working in the US, Europe, and Africa, and he is now at the forefront of leveraging AI to create more effective and scalable marketing solutions. In this episode… What happens when the world of marketing collides with rapid advancements in AI technology? With shifts in how companies reach their audiences and a landscape that changes almost weekly, business leaders must adapt or risk being left behind. How are some entrepreneurs transforming these challenges into opportunities for growth? Cameron Heffernan, a global marketing strategist and founder of a seven-figure agency, mastered that challenge by fusing his international experience with AI-powered innovation. Having lived and worked across three continents, Cameron learned how to navigate diverse markets and help overseas B2B brands thrive in the US. He saw early signs that marketing was becoming commoditized and pivoted fast — developing interactive digital tools and AI-driven engagement systems that helped clients double sales and dramatically boost profitability. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Cameron Heffernan, Founder of Beyond Borders Marketing, about leveraging AI and global expertise to revolutionize international marketing. Cameron shares how he built a resilient agency through global experience and technological foresight, why specialization beats generalization in crowded markets, and how AI tools can amplify — rather than replace — human connection. 

In today's episode, Eric sits down with Mark Amtower, one of the most respected voices in the government contracting (GovCon) space. With over 18 years hosting on Federal News Radio and 17 years writing for Washington Technology, Mark shares timeless insights from his decades-long career helping companies master government marketing, branding, and networking. From the days of mailed newsletters in the '80s to the LinkedIn era, Mark explains how visibility, credibility, and consistency still drive business in the federal market. He also dives deep into the state of small businesses in 2025, why consolidation and shutdowns pose new threats, and what GovCon entrepreneurs must do now to adapt, brand smarter, and thrive. Mark also offers tactical tips on LinkedIn strategy—from optimizing your profile headline and banner to building influence through content, engagement, and authentic relationships. He reveals how only 1% of LinkedIn users post weekly, and why that tiny number creates a massive opportunity for those willing to show up, share expertise, and stand out. Key Takeaways: LinkedIn remains the #1 platform for B2B and B2G visibility—with nearly 3 million feds active on the platform. Small businesses face their toughest market in years—success now requires brand credibility and proactive strategy, not just certifications. Engagement beats perfection: meaningful posts and personal follow-ups convert better than flashy marketing. Learn more: https://federalhelpcenter.com/ https://govcongiants.org/  Mark's Linkedin: www.linkedin.com/in/markamtower Website: https://markamtower.net/  Mark's Podcast: https://federalnewsnetwork.com/shows/amtower-off-center-podcast/   Resources mentioned:  I'm on LinkedIn—Now What? by Jason Alba – Amazon listing: https://www.amazon.com/Im-Linkedin-Now-What-Fourth-Linkedin/dp/1600052541 Amazon The New Rules of Marketing & PR by David Meerman Scott – Publisher's page: https://www.davidmeermanscott.com/books/the-new-rules-of-marketing-and-pr

SaaStr 829: A Hands-On Guide to SaaStr's New AI Tools with SaaStr CEO and Founder Jason Lemkin We delve into the functionalities of our SaaStr AI tools, including the AI Mentor, which has been engaged over 100,000 times, providing answers to various startup-related queries.   You'll see a demonstration of how our AI VC tools, including a startup valuation calculator, pitch deck analyzer, and benchmarking tool, work effectively to help startups understand their valuations, get honest feedback on pitch decks, and connect with VCs.   Additionally, explore our newly launched VC matchmaking system and other AI agents that have been integral in automating and enhancing SaaStr's operations. Experience these tools firsthand and discover how they can add value to your startup journey. Visit SaaStr.ai to access these tools for free and see the comprehensive suite of AI agents that we use.   00:00 Introduction and Overview 00:14 Exploring SaaStr AI Tools 01:15 Deep Dive into Digital Jason 04:20 AI VC Tools and Fundraising 05:26 Startup Valuation Calculator 06:07 Pitch Deck Analyzer 16:16 Benchmarking Your Startup 18:51 VC Matchmaking and Research 21:58 Conclusion and Q&A   --------------------- This episode is Sponsored in part by Salesforce: Connect data, automate busywork and empower teams like nobody's business with the one platform that grows with you, every step of the way. Learn how Salesforce works for Startups at salesforce.com/smb.   --------------------- If you're serious about B2B and AI, you need to be in London this December.   SaaStr AI London is bringing together more than 2,000 leaders and founders for two days of practical advice on scaling into the new year.    We'll have speakers flying in from OpenAI, Wiz, Clay, Intercom, and all your favorite SaaS companies, including yours truly with Harry Stebbings for a live 20VC podcast. It'll be fun, and it's all in the heart of London.    Don't miss out: get your tickets with my exclusive discount by going to podcast.saastrlondon.com   ---------------------   Hey everybody, the biggest B2B + AI event of the year will be back - SaaStr AI in the SF Bay Area, aka the SaaStr Annual, will be back in May 2026.    With 68% VP-level and above, 36% CEOs and founders and a growing 25% AI-first professional, this is the very best of the best S-tier attendees and decision makers that come to SaaStr each year.     But here's the reality, folks: the longer you wait, the higher ticket prices can get. Early bird tickets are available now, but once they're gone, you'll pay hundreds more so don't wait.    Lock in your spot today by going to podcast.saastrannual.com to get my exclusive discount SaaStr AI SF 2026. We'll see you there.

Welcome to Omnichannel Reimagined: A new RETHINK Retail & VTEX Video Podcast Series giving senior retail leaders an insider's edge on the trends, tech, and tactics shaping the future of B2C and B2B commerce, from seamless digital storefronts to AI-powered experiences. In Episode 1, Top Retail Expert Brendan Witcher sits down with Santiago Naranjo, CRO at VTEX, to explore how AI is reshaping the buyer journey, whether websites are becoming obsolete in an AI-first world, the risks of letting AI platforms control customer relationships and how enterprise brands can remain indispensable, even when shoppers never visit them directly.

Databox is an easy-to-use Analytics Platform for growing businesses. We make it easy to centralize and view your entire company's marketing, sales, revenue, and product data in one place, so you always know how you're performing. Learn More About DataboxSubscribe to our newsletter for episode summaries, benchmark data, and moreWhat if the secret to hitting your sales targets isn't hiring more reps – but adjusting just three levers?In this episode, we sit down with Dougie Loan, Chief Revenue Officer at SourceWhale, to break down the simple but powerful sales planning formula that's reshaped how his team forecasts growth. Spoiler: It has nothing to do with throwing more headcount at the problem.Dougie walks through how his team shifted from boardroom wishful thinking to a data-driven forecasting model built on three core metrics: Qualified Held Meetings, Close Rate, and Average Deal Value. You'll hear how they use this model to build annual plans, set realistic targets, coach reps, align marketing and sales, and even decide where to invest R&D dollars.Watch the full interview to learn how Dougie:- Replaced headcount-based forecasting with a repeatable, lever-driven model- Redefined what actually counts as a qualified opportunity- Aligns marketing and sales teams around shared revenue metrics- Profiles churned vs. retained customers to refine their ICP- Uses CS adoption scoring to drive renewals and upsell strategy

A great marketing engine doesn't run in a straight line. It spins, gathers speed, and builds momentum with every turn.That's the lesson of the flywheel, a framework that transforms scattered marketing efforts into a self-sustaining system of growth. In this episode, we explore how to turn that theory into reality with Nataly Kelly, Chief Marketing Officer at Zappi.Together, we unpack what B2B marketers can learn from building circular strategies that connect brand to demand, removing friction where it matters most, and compounding small wins into unstoppable momentum.About our guest, Nataly KellyNataly Kelly is CMO at Zappi. She has over 20 years of experience leading remote and global teams, and previously served 7 years as VP at HubSpot. She is a frequent contributor to Harvard Business Review, a published author of four books, keynote speaker on marketing, growth, and international expansion, and an award-winning leader. She has been named among the Top 50 CMOs on LinkedIn, as Marketing Executive of the Year, in the 40 under 40, and one of the Top 25 Content Marketers in Enterprise Software, as well as among the Women Worth Watching.What B2B Companies Can Learn From the Flywheel:Marketing is a flywheel, not a funnel. Marketers love funnels because they're measurable, but Nataly reminds us that the best marketing is circular, not linear. She says, “So often we have thought of marketing as like a linear funnel. But the flywheel's really where you turn the funnel on the side and then connect the top to the bottom.” In her model, brand, demand, land, and expand all feed each other in an ongoing loop. Marketing shouldn't be about one campaign that ends. It's about creating continuous energy that connects awareness to advocacy.Friction kills momentum. Velocity doesn't come from spending more, it comes from removing what slows you down. Nataly explains, “A general rule of thumb I've always used is the closer you get to someone's wallet, the more important it is to remove friction…. Every touchpoint is a chance to delight a customer.” In B2B marketing, the same rule applies: every confusing process, clunky message, or slow response is a brake on your flywheel. Smooth the path, and speed will follow.Small improvements compound into unstoppable growth. Marketers often look for a big splash, but Nataly says momentum comes from micro progress. Nataly asks, “What are the small things we can do to create uplift today and momentum today?... And those things add up.” Each small optimization—an improved touchpoint, a clearer message, a faster follow-up—removes friction and accelerates the flywheel. Consistency, not chaos, creates compounding power.Quote“Your brand voice is really how you decide to communicate with your customer. And that is not just what we typically consider marketing communications. It touches every part of the customer experience.”Time Stamps[00:55] Meet Nataly Kelly, Chief Marketing Officer at Zappi[01:09] Why Flywheels?[05:16] Role of Chief Marketing Officer at Zappi[07:30] What are Flywheels?[20:52] Understanding Market Dynamics and Customer Segmentation[22:11] Building and Maintaining a Flywheel Strategy[26:11] Content Marketing Success Stories[33:51] Leveraging LinkedIn for Effective Content Distribution[39:22] Final Thoughts and TakeawaysLinksConnect with Nataly on LinkedInLearn more about ZappiAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Head of Production). Remarkable was produced this week by Jess Avellino, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us a textJoin the Digital Marketing Mentor, Danny Gavin, for an unforgettable 100th episode filled with warmth, wisdom, and inspiring stories from friends, mentors, and industry leaders whose guidance and support have shaped careers, lifetimes, and communities. This milestone episode shines a spotlight on the profound impact of mentorship and how encouragement, honest feedback, and selfless teaching can change lives and spark lifelong learning. Every voice in this compilation episode reveals that mentorship is not just a practice, but a legacy worth sharing and celebrating.Episode Highlights: Some of the common traits that our guests have tied to great mentors are those that: offer profound support, give honest feedback, and possess an unyielding belief in potential by showing up to guide, challenge, and empower.​From classrooms and workplaces to family tables and surprising friendships, life's best lessons come from mentors found across every stage, title, and relationship.​Outstanding mentorship is a two-way street, and mentors and mentees alike discover that learning lasts a lifetime, regardless of age or position.​Guests offer a few key tips to giving back as a mentor: Listening, asking insightful questions, leading by example, and providing opportunities to forge a legacy where success is measured by the growth and impact on others.​Every guest proves that generous mentorship is contagious, and each story invites us to support, seek out, and become the mentors our communities and industries need most.​Episode Links:Featured Guests, in the order they appear: Cory Henke; Glenn Taylor; Ashley Werhun; Yehuda Cagen; Henry Adaso; Terri Hoffman; Eric Vardon; Bo Bothe; Andrea Cruz ; Follow The Digital Marketing Mentor: Website and Blog: thedmmentor.com Instagram: @thedmmentor Linkedin: @thedmmentor YouTube: @thedmmentor Interested in Digital Marketing Services, Careers, or Courses? Check out more from the TDMM Family: Optidge.com - Full Service Digital Marketing Agency specializing in SEO, PPC, Paid Social, and Lead Generation efforts for established B2C and B2B businesses and organizations. ODEOacademy.com - Digital Marketing online education and course platform. ODEO gives you solid digital marketing knowledge to launch/boost your career or understand your business's digital marketing strategy.

What makes launches actually successful? Ramli John, Founder of Delight Path and B2B author, joins Tamara to break down how marketers can apply his approach to any big launch - from content to products to thought leadership - by focusing on transformation, not promotion. Instead of hitting publish and hoping for sales, Ramli built a paid Readers Club months before launch, tested his ideas like beta features, hosted a live virtual summit, and sold 77% of his books direct-to-reader…all while creating a loyal fan base that keeps growing long after release day. You'll also learn: > How to use community and early feedback to build better launches > Why direct distribution beats every algorithm > The secret to making your content feel more human in an AI-driven world If you've ever wondered how to create demand before you launch or how to make your audience feel invested in your success, this episode is for you. Follow Ramli: LinkedIn: https://www.linkedin.com/in/ramlijohn/ Follow Tamara: LinkedIn: https://www.linkedin.com/in/tamaragrominsky/ Sign up for The Marketing Millennials newsletter: https://themarketingmillennials.com/

In this episode, Louise sits down with Justin Brown, co-founder of Primal Video and one of the most successful entrepreneurs featured on the podcast. With over 11 years of consistent YouTube content creation and a seven-figure business built primarily through organic traffic, Justin shares invaluable insights on leveraging YouTube for B2B growth, lead generation, and building a sustainable online business.Key Topics CoveredYouTube as a Business ToolWhy YouTube isn't overcrowded - it's actually an untapped opportunity for most businessesHow YouTube functions as both a search engine and discovery platformThe longevity of YouTube content vs other social platformsWhy 96% of viewers are new to your channel (and why that's normal)Content StrategyCreating evergreen vs trending contentThe power of beginner-level content (even if you think it's "too basic")How to optimise for YouTube searchBatching content for efficiency (Justin's record: 8 videos in one session)The one-video-per-week consistency strategyMonetisation & Lead GenerationYouTube ad revenue and how it worksAffiliate marketing as the biggest revenue streamWhen to consider sponsored content (and when to say no)Using video descriptions as "soft sell" resource pagesBuilding email lists organically without paid adsTechnical TipsPlaylist strategies for discovery and organisationEnd screen optimisation (viewer choice vs YouTube recommendations)How to structure videos to maintain viewer attentionWhy you should mention calls-to-action early in videosLinking to competitor content (yes, really!)AI in Video CreationThe difference between AI tools that help vs AI-generated contentUsing AI for editing, research, and planningWhy authenticity and human connection still matterThe concept of "AI slop" and why to avoid itTimestamps[00:00:00] Introduction and welcome[00:01:00] Justin's background and Primal Video journey[00:03:00] Is YouTube too crowded? Debunking the myth[00:06:00] The longevity of YouTube content[00:08:00] Batching content strategy[00:09:00] YouTube as a lead generation funnel[00:13:00] Understanding YouTube analytics (96% new viewers)[00:15:00] Video descriptions and linking strategies[00:18:00] End screens and viewer retention[00:20:00] Playlist optimisation[00:23:00] Getting started: What videos to create first[00:25:00] Monetisation strategies[00:27:00] YouTube memberships and scaling[00:29:00] Affiliate marketing insights[00:30:00] Sponsored content considerations[00:32:00] AI and the future of video content[00:38:00] Keeping the human element in content[00:39:00] How to work with Justin and Primal VideoKey Quotes"There's no better opportunity than now to be putting yourself out there, your business, your company out there, and people are using these tools as search engines.""We have videos now that 10 coming up on 11 years old that are still getting views today.""YouTube for us is traffic. We don't run paid ads.""The video that I procrastinated around for a long time and did not wanna make because I thought it was too beginner turned out to be our biggest video.""96% of our views are from people who aren't subscribed."Resources MentionedPrimal Video YouTube ChannelPrimal Video Plus

Air Street Capital's Nathan Benaich just dropped the 2025 State of AI Report — a 313-page tour de force on where artificial intelligence is today and where it's headed next. In this episode, Dave “CAC” Kellogg and Ray “Growth” Rike break down the highlights, surprises, and bold predictions shaping the future of AI, software, and the global economy.They explore:Why this report is becoming the “Mary Meeker Internet Report” of the AI eraKey insights across research breakthroughs, model performance, geopolitics, enterprise adoption, and market maturityThe Top 10 Predictions that could define the next 12 months — from AI agents running $5B in ad spend to the first UN emergency debate on AI securityPredictions discussed include:Retailers generating 5%+ of online sales via agentic checkoutOpen-sourcing frontier models to win government favorAI-driven scientific discoveries completed end-to-end by autonomous agentsDeepfake or agent-led cyberattacks prompting NATO-level actionA real-time generative video game dominating Twitch“AI neutrality” emerging as a new foreign policy doctrineAI-produced films earning major audience praise (and backlash)A Chinese lab surpassing U.S. AI leadershipDatacenter NIMBYism shaping local electionsAnd even AI entering U.S. presidential politics through executive orders and court battlesIf you work in B2B software, this episode is your roadmap to how AI is transforming not just technology — but business models, economics, and the balance of global power.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Assembled is the AI customer support platform powering hundreds of modern enterprises including Stripe, Robinhood, Salesforce, and Ashley Furniture. The company's largest customer operates a 20,000-person contact center. With products spanning AI chat and voice agents that resolve 70-80% of tickets to sophisticated workforce management and forecasting systems, Assembled's core thesis challenges the industry narrative: the best support teams orchestrate humans and AI in perfect balance rather than replacing one with the other. In a recent episode of Category Visionaries, we sat down with Ryan Wang, CEO and Co-Founder of Assembled, to explore the company's journey from eight months to first customer to becoming the infrastructure behind customer experiences at scale. Topics Discussed: The reality gap between AI support demos and production deployment Why sophisticated buyers now demand quality benchmarks and latency metrics over feature lists The hidden complexity in contact center work: KYC compliance, fraud review, and multi-system workflows How the Klarna "fire everyone" approach failed and what it reveals about the market Patrick and John Collison's all-company support rotations at Stripe The product-market fit question that ended six months of wrong direction Enterprise destiny baked into early product decisions Converting LinkedIn discomfort into a systematic storytelling engine Path dependence from workforce management to AI automation products Why customer support problems rhyme with operations challenges across industries GTM Lessons For B2B Founders: Quality-first positioning wins when buyers move past demo amazement: Ryan observed a critical market shift. Sophisticated buyers now run rigorous bake-offs with training data variability and ask for latency metrics, quality benchmarks, and production performance data. The last three AI deals Assembled closed required detailed competitive evaluations. When messaging emphasizes cost reduction over quality improvement, you lose credibility with buyers who understand that turning off support entirely would be free—they're investing in lifetime value and loyalty creation. Position around the buyer's actual objective hierarchy: quality first, efficiency as validation. The product-market fit question that encodes your entire GTM strategy: Ryan's co-founder asked prospects "What is software that you must have or you hate your options?" This single question revealed multiple strategic insights simultaneously: you're targeting painkillers in established categories, pursuing replacement sales against weak incumbents, and entering markets with demonstrated willingness to pay. For Assembled, this naturally surfaced workforce management—a must-have category with Windows 95-era tools serving 20,000-person teams. The question's elegance is how it filters for product-market fit and GTM approach in one conversation. Access the best through respect signals, not connections: When hiring his first engineering executive at 15 people, Ryan got an introduction to a former VP of Engineering at Facebook, then explicitly signaled time respect: requested only 15 minutes, clarified he wasn't recruiting, offered availability "Saturday 8pm or anytime," and had specific questions prepared. The call happened at an odd Saturday time. The insight wasn't just learning about "Dual Lands" leadership (a Magic: The Gathering reference)—it was understanding how exceptional minds construct mental models. You can reach these people through investor networks or multi-hop introductions, but earning their time requires demonstrating you'll use it surgically. Recognize when you're not "the company" to avoid strategic errors: A top recruiting firm told Ryan "you're not Stripe, so you can't sell people like you're Stripe." At any moment, one Silicon Valley company occupies a unique position—Stripe then, OpenAI now—where normal rules don't apply. That company can eliminate product managers, remove all titles, or make unconventional demands. Understanding you're not in that position prevents catastrophic hiring missteps. Ryan had to recalibrate from Stripe-era patterns where his recruiter became Anthropic's president and his onboarding buddy became OpenAI's president. Your positioning must match your actual market gravity, not your aspirational tier. Systematize founder storytelling to compound credibility: Ryan solved founder marketing discomfort by reframing from self-promotion to being an intermediary—sharing customer stories from Armenia, banking conferences, and global contact centers rather than broadcasting opinions. The system: Friday morning sessions with prompts ("interesting things from this week," "near-death moments," "challenges from 1-10M to 10-20M ARR," "why London now?"), team filters for compelling angles, three drafts weekly, then editing. The Science of Storytelling principles apply: narratives demonstrating lived experience build more credibility than thought leadership. This creates a flywheel where audience members surface their own stories in comments and DMs, feeding future content. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role.  Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Keye helps private equity investors accelerate deal evaluation through AI-powered quantitative analysis. In a recent episode of Category Visionaries, I sat down with Rohan Parikh, Co-Founder and CEO of Keye, to explore how his team bridges the gap between AI capabilities and the 100% accuracy requirements of financial due diligence—enabling PE firms to say no to deals earlier and focus resources on the right opportunities. Topics Discussed: Why ChatGPT-style search and summarization tools fail in PE workflows—summaries don't drive investment decisions The technical challenge of achieving 100% deterministic accuracy while maintaining AI contextualization capabilities How market timing created unexpected GTM momentum: PE operating partners watching portfolio companies transform with AI became receptive to internal tooling Persona-specific cold email strategies that demonstrate workflow understanding rather than biographical personalization Design partner economics in conservative industries: accepting

In this episode of Future Finance, Glenn Hopper and Paul Barnhurst sit down with Joe Friedman and Ranga Bodla from Oracle NetSuite to explore how AI is transforming enterprise resource planning (ERP) systems. Amidst rising competition and a rapidly changing tech landscape, NetSuite is doubling down on intelligent automation, open platforms, and embedded AI to redefine how finance teams operate.Joe Friedman is the Senior Director of AI Innovation at Oracle NetSuite, driving efforts to integrate practical AI across finance and operations. With over 15 years at NetSuite, Joe focuses on converting AI into measurable productivity gains. Ranga Bodla is the Vice President of Field Engagement and Marketing at Oracle NetSuite, with more than 20 years in enterprise software. He leads industry strategy across verticals, helping businesses convert innovation into performanceExpect to Learn:Why AI is reinvigorating interest in ERP platforms like NetSuite.How NetSuite's AI strategy balances “AI every day” and “AI your way.”What the MCP connector does and why it's a game-changer for data analysis.How NetSuite's clean data models fuel better AI outcomes and user productivity.Joe Friedman and Ranga Bodla offer a compelling look at how NetSuite is embedding AI into the core of ERP to drive smarter, faster decision-making. Their insights show that clean data, open platforms, and practical AI tools are key to transforming finance operations today.Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Joe:LinkedIn: https://www.linkedin.com/in/friedman-ns/Follow Ranga:LinkedIn: https://www.linkedin.com/in/ranga-bodla-bb45b/Follow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[02:00] – Where NetSuite Stands in Today's ERP Landscape[05:17] – Why ERP and AI Go Hand-in-Hand[07:29] – AI Every Day, AI Your Way: What NetSuite's MCP Connector Unlocks[10:29] – Practical AI Integration Inside NetSuite[13:30] – Real-World Use Cases for AI in Finance[16:22] – AI Agents, Automation, and What's Coming Next[18:05] – SaaS as the Real Driver of AI Adoption[19:48] – Why Clean Data Fuels Better AI Outcomes[21:12] – Closing Thoughts

Welcome to another episode of Building the Premier Accounting Firm. Today, host Roger Knecht welcomes Mark Myers, a former Marine and CEO of Tax Wise Partners, to discuss his journey from managing health clubs to specializing in tax advisory. This episode delves into effective tax planning strategies, the power of B2B collaborations for accounting firms, and personal insights on entrepreneurship and work-life balance. In This Episode: 00:00 Introduction to Mark Myers 02:16 From Operator to Tax Consultant 06:39 The Value of Tax Planning 09:27 B2B Marketing for Tax Strategies 13:19 Collaboration and Pricing Model 17:46 Business Mantra & Ideal Client 21:51 Entrepreneurial Journey & Freedom 27:37 Sacrifices, Gratitude, and Legacy 33:03 Advice for Budding Entrepreneurs 37:58 Charitable Giving & Final Thoughts 46:50 Podcast Wrap-up and Resources Key Takeaways: Explore tax efficiency beyond standard preparation by understanding the 75,000 pages of tax code. Leverage B2B partnerships with RIAs, CPAs, EAs, and bookkeepers to expand service offerings without increasing bandwidth. Prioritize service quality and responsiveness to maintain strong relationships with strategic partners and their clients. Identify ideal clients for advanced tax strategies, typically those with $400,000+ in ordinary income or significant capital gains. Plan your entrepreneurial transition by securing a baseline income and managing expenses to reduce stress. Featured Quotes: "There's 75,000 pages of tax code. There's a lot of ways to reduce your taxes if you know where the coupons are." — Mark Myers "You only have so much time in a day and there's compliance work that has to be done… Where do you have time to figure out what is possible, not just what's the norm?" — Mark Myers "I always say, don't take that huge jump and say, 'I'm just gonna figure it out.' Retract as much as you can… and have some metric of income that can at least get you 80 or 90% to your number." — Mark Myers Behind the Story: Mark Myers recounts his unexpected entry into the tax world, initially drawn by the tax efficiency of insurance in estate planning. His experience as an operator, focused on revenue and margins, gave him a unique perspective on optimizing finances. This led to his specialized B2B tax advisory model, partnering with existing financial professionals to offer advanced tax strategies without competing with their core services. He reflects on the personal sacrifices and the unwavering support of his wife during the challenging early days of building his business, emphasizing the importance of planning transitions. Top 3 Highlights: Tax Strategy Specialization: Mark Myers focuses solely on tax planning, differentiating it from tax preparation to offer significant savings (average 50%) to clients. B2B Partnership Model: Instead of direct client marketing, Mark Myers collaborates with CPAs, RIAs, and bookkeepers, providing advanced tax advisory as a complementary service. Strategic Entrepreneurship: Mark Myers advises aspiring business owners to plan their transition carefully, secure a baseline income, and manage expenses to mitigate stress. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Book a Free Consultation & possible partnership - https://taxwisepartners.com/   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

In this episode of the Scaling Japan Podcast, we welcome Sam Bird, a marketing and communications executive with over two decades of experience in digital strategy, business development, and B2B marketing. He has served as COO of Custom Media and AIM B2B, and has trained executives and multinational teams across Japan.Sam breaks down how AI is transforming search behavior, and why traditional SEO tactics no longer guarantee visibility in AI-generated results from tools like ChatGPT, Bing Copilot, and Perplexity.He explains the growing importance of GEO (Generative Engine Optimization) and AEO (Answer Engine Optimization), what companies are getting wrong when adapting, and how businesses in Japan can take advantage of the current AI adoption gap.If you're a marketer, consultant, or content strategist looking to stay ahead of the AI curve, especially in Japan, this episode is your inside guide to the future of search.AIM B2B – Integrated Marketing & PR in Asia This episode is sponsored by Custom Media, Tokyo's leading integrated marketing and PR agency since 2008, helping global brands expand across Japan and APAC. They can help you with:Localized storytelling to build trust in Asian marketsStrategic performance marketing for measurable growthAccount‑based marketing (ABM), paid media, GEO, and SEOHubSpot‑certified CRM & marketing automationData‑driven implementation with cultural expertise⁠

This week on GMH Hotels, Sarah Dandashy and Steve Turk explore four stories that capture the shifting landscape of hospitality and travel. They begin with Accor's newest luxury soft brand, created to attract independent hotel owners seeking the reach of a global chain while maintaining local character. Next, they look at how hotels are turning to AI tools and smaller-plate strategies to cut food waste and reduce emissions — proving that sustainability and profitability can go hand in hand. Sarah and Steve then dive into Expedia Group's growing B2B momentum as its consumer business steadies, a strategic pivot that's redefining how hotels leverage partnerships and distribution. Finally, they discuss how ongoing air travel disruptions are driving a surge in rail and bus bookings, reshaping traveler habits, and opening new opportunities for hotels near secondary markets and transport hubs. From brand expansion and AI innovation to distribution power plays and multimodal demand, this episode covers the full scope of where hospitality is headed next. Presented by ⁠⁠⁠⁠⁠⁠Lodgify⁠⁠⁠⁠ Follow the Hosts: Sarah Dandashy – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Steve Turk –⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Skift: LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/skift/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bsky.app/profile/skiftnews.bsky.social⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/skift⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠@SkiftNews⁠ and never miss an update from the travel industry.

When pipeline starts slipping and targets go up, most revenue leaders do the same thing: they panic. They launch new experiments, adopt the latest AI tools, and try to do more, faster, harder. But what if that's exactly what's keeping you stuck?This episode is part of a 5-part series exploring the journey B2B revenue leaders take from reactive chaos to understanding and measuring their full revenue factory, and transforming their careers in the process. Each stage represents a critical transformation moment that separates leaders who consistently hit their targets and drive real results from those who scramble every quarter wondering why nothing's working.This episode explores Stage 1: The Panic Response, and it represents the first stage in revenue transformation. You're likely in Stage 1 if you're asking questions like, "What experiments should I try next?", "What are other companies doing that I should copy?", or "What AI tool is going to save my pipeline?".What We Cover in This Episode:Why the question "What experiments should I try next?" is fundamentally wrongHow to recognize if you're trapped in The Panic ResponseThe uncomfortable truth about why transformation only happens outside your comfort zoneWhat it actually takes to move from reactive scrambling to strategic confidenceWhy adding more tactics to a broken foundation only creates more noise in an already chaotic systemThe real reason you can't measure the impact of your investments, and what that means for your ability to drive growthWhat fundamental questions you're NOT asking because you don't have the data model to answer themThe moment of decision that separates leaders who transform from leaders who stay stuckHow to stop copying what other companies are doing and start building what actually works for YOUR revenue factoryIf you've ever felt like you're working harder than ever but can't prove you're moving the needle, this episode is for you.—This episode is powered by Passetto. If you're tired of staring at dashboards that don't tell you what you need to know, you're not alone. Most revenue leaders are flying blind because of the Pipeline Black Box™, a critical data gap that keeps you from understanding what's actually driving results. Passetto transforms how you run your revenue engine, so you can finally see what's working, fix what's not, and scale with precision.Tired of guessing what's generating pipeline and what's draining your resources? Book a free strategy call.

"Don't be afraid to give up the good to go for the great." - John D. Rockefeller Check Out These Highlights: I often think about this quote. Humans are interesting because we get comfortable, and when things are good, we tend to sit back and coast. It's when things go wrong that we say, "ok, I need to make a change because it's not going well." The truth is, we need to evolve and grow every day, or we risk getting stuck in what's okay.   I work with organizations in the financial services sector. A few years ago, one of my clients, after working with me for a year, said that the effort to build relationships with their clients and have their managers coach their employees every month was just too time-consuming and challenging, and that they were doing ok with their current profitability.  What???  Needless to say, I no longer work with them.  It's always about the client and about staying relevant and focused on the client's experience. Otherwise, we will lose business over time that will be lost forever.  About Lori Turner-Wilson: Lori is the founder of RedRover, is a trailblazer in business marketing. With over 30 years of experience, she has led transformative marketing strategies that deliver measurable results for hundreds of companies. Under her leadership, RedRover became one of the only full-service B2B firms in the U.S. to guarantee marketing ROI, earning the moniker: "The Results-Guaranteed Agency." Her innovative approach continues to reshape the industry, empowering businesses with strategies that deliver real, guaranteed outcomes. How to Get In Touch with Lori Turner-Wilson: Website:   marketingresultsguaranteed.com Email:  lori@redrovercompany.com Gift: www.marketingresultsguaranteed.com/podcast Use Code: Podcast Changing the Sales Podcast Episodes: 1. https://podcasts.apple.com/us/podcast/changing-the-sales-game/id1543243616?i=1000722731054 2. https://podcasts.apple.com/us/podcast/changing-the-sales-game/id1543243616?i=1000711035912  Stalk me online! LinkTree: https://linktr.ee/conniewhitman Subscribe to the Changing the Sales Game Podcast on your favorite podcast streaming service or YouTube.  New episodes are posted every week - listen as Connie delves into new sales and business topics or addresses problems you may have in your business.

In episode 97 of Venture Everywhere, the host is Dr. Rio Xin Chen, co-founder and co-CEO of Pandas, a B2B platform that was acquired and connected Asia with millions of small merchants across Latin America. He sits down with Mike Quinn, co-founder and CEO of Boost, a technology company digitizing last-mile supply chains in emerging markets. Mike shares how a decade building fintech ventures in Africa shaped his vision for Boost and the role of technology in driving inclusive growth. He also discusses how Boost's asset-light model is helping small distributors and retailers thrive in fast-growing markets.In this episode, you will hear:Digitizing last-mile supply chains in emerging markets Empowering small distributors and retailers through digital tools Partnering with Unilever to modernize distribution networks Scaling an asset-light model across Africa and beyond Unlocking working capital through partnerships with Mastercard and local banksLearn more about Mike Quinn | Boost TechnologyLinkedIn: https://www.linkedin.com/in/mikep-quinn/ Website: https://www.withboost.co/ Learn more about Dr. Rio Xin Chen | PandasLinkedin: https://www.linkedin.com/in/dr-rio-xin/

What does it take to turn chaotic, costly B2B events into powerful engines of ROI and connection? In this episode of Predictable B2B Success, host Vinay Koshy sits down with Hailey Ingraham, Marketing Director at Event Cadence, a fast-growing event management platform trusted by organizations from MIT to Merck. Hailey Ingraham shares her journey from content marketing newbie to director, revealing the storytelling secrets that not only build communities but drive tangible, measurable business outcomes from in-person, virtual, and hybrid events. Discover the unexpected strengths that niche specialization can unlock, why evolving your event strategy is more than just survival, and how technology, when applied thoughtfully, can enhance connection rather than replace it. Hailey Ingraham gets candid about overcoming industry challenges, such as the notorious struggle to prove ROI, and shares practical tips for making your next event more data-driven, engaging, and memorable. Plus, hear about the creative giveaways that attract attention at crowded trade shows and why storytelling remains the ultimate marketing superpower. Whether you're an event manager, marketer, or B2B leader, this episode will spark fresh ideas about the future of events and the art of driving real results. Some topics we explore in this episode include: Storytelling in B2B Marketing – How narrative drives engagement and sales.Adapting in Event Management – Pivoting business strategies amid industry shifts, especially during COVID-19.Measuring Event ROI – Solutions and challenges for proving event value.Technology's Role in Events – Enhancing attendee experience with features and real-time updates.Focusing on Niche Audiences – The impact of starting with life sciences/pharma and expanding.Customer Success & Word-of-Mouth – Building growth through support and satisfied clients.Event Data & Business Intelligence – Using analytics and AI for decision-making and optimization.Content Creation & Customer Stories – Creating relatable, engaging material based on customer feedback.Balancing Automation & Human Touch – Ensuring tech enhances, not replaces, human interaction.Growth Strategies – Trade shows, partnerships, and thought leadership as drivers for business expansion.And much, much more...

In this episode of Head, Heart, and Boots, Brandon and I dive into what Netflix got right about radical candor and how restoration leaders can use it to build healthier, faster-growing teams. We pull insights from No Rules Rules, share how we're applying those same principles inside FP Restoration, and talk about how fear of feedback quietly kills trust, growth, and leadership potential. hope you enjoy - Chris Why You Should Listen [00:03:40] How Netflix built a culture of radical candor and why it became a competitive edge [00:10:00] What happens when leaders reward truth instead of politics [00:18:00] How we're using radical candor inside FP Restoration to drive real growth [00:27:00] Creating safety and structure so your team can speak up with honesty [00:38:00] Why someone has to go first if you want a culture built on trust Did you know... Only 30% of businesses listed for sale actually find a buyer? Even more striking, just 10% of those sell for the price their owners anticipated or higher, meaning only 3% of all business owners achieve their desired sale price. By focusing on understanding and enhancing your enterprise value, you can significantly boost your chances of joining that successful 3%. Business Health & Value Assessment Start Assessment Know Your Enterprise Value. See Your Potential Gaps. Complete this assessment in less than 15 minutes and receive a free assessment for your business that includes: A Lite Valuation Of Your Business Your Value Multiplier Per Your Industry Health Assessment Per Our PYB Methodology Business Value & Growth Roadmap Tailored For You Value Acceleration Strategies Spotlight on Floodlight: Your Secret Weapon for Sales & Scaling This isn't a paid plug. It's real talk from the front lines. If you've ever thought, “How do I get a VP-level sales leader or even a sales team without hiring full-time?” Floodlight has the answer. Fractional Sales Leadership They act as your outsourced VP of Sales, taking full responsibility for training, managing, and growing your sales team. No six-figure hire needed. Clients often close 20 to 50 percent more deals within six months, thanks to data-driven coaching, CRM setup, scripts, and performance reviews.More at floodlightgrp.com/sales Commercial Sales MasterCourse A self-paced, video-driven B2B sales course designed specifically for restoration teams. Perfect for building commercial revenue and getting free from TPA handcuffs. Covers mindset, prospecting, pipeline building, LinkedIn lead generation, and includes a $250 discount with code SALESBOOST.Details at floodlightgrp.com/courses Tailored Consulting & Coaching Floodlight's Propel Your Business methodology offers a full-circle roadmap: financials, sales, marketing, leadership, recruiting, productivity. All built for contractors. These aren't “life coaches.” They're former restoration owners who've lived the chaos and know how to scale out of it.Explore more at floodlightgrp.com Live Training, Tools & Strategic Partnerships Floodlight also delivers live onsite and virtual training, keynote speaking, and leadership tracks covering operations, project management, and strategic growth. Bonus: They've vetted tools like Xcelerate, Liftify, and Sureti. Floodlight clients get access to exclusive discounts on tech that actually moves the needle.See all partnerships at floodlightgrp.com/partners Why it matters for you as a listener You don't need to figure this stuff out alone. If you're serious about sales growth, operational clarity, exit readiness, or leadership development, Floodlight is already helping folks like you scale smarter. And you get it from industry insiders. People who've sat in your chair, survived the fires, and built systems that actually work.

Welcome back to MOJO: The Meaning of Life and Business! In today's episode, Jennifer Glass sits down with the dynamic Andrea Pass, a public relations powerhouse whose expertise spans booking clients on podcasts, digital and broadcast media, and generating impactful PR campaigns across industries.Have you ever wondered how to get your business noticed by the media? Or weighed up the difference between doing your own PR and hiring an expert? Jennifer Glass and Andrea Pass tackle these questions head-on, taking listeners behind the curtain of what it really takes to secure media attention and why credibility and authority are so crucial for business growth. Andrea Pass shares her story of moving from college publicity committees to CBS radio, and ultimately to running her own successful PR agency, illustrating the twists and turns of a career built on visibility and relationship building.You'll gain insights into navigating today's fast-paced, multimedia landscape, discover the differences and nuances between earned and paid media, and pick up actionable tips on media training, crafting your message, and maximizing every opportunity—whether it's a podcast, TV segment, online article, or local newspaper.This episode is a must-listen for entrepreneurs, small business owners, and anyone eager to unlock the doors of media exposure. From timing your pitches to harnessing the evergreen power of podcasts, Jennifer Glass and Andrea Pass share strategies that will help you step into the spotlight with confidence. Get ready for a conversation full of real-world advice, stories from the front lines, and inspiration for using media to boost your brand and business success.About my guest: Andrea Pass is an expert at booking clients on podcast interviews as well as digital media, broadcast, and print. She creates and implements PR campaigns in categories including consumer products, lifestyle, B2B, health/wellness, beauty, food, authors, non-profits, etc. Andrea Pass Public Relations has an expertise in national, regional and local media relations.Connect with Andrea on Facebook, LinkedIn, Instagram, and on the web at https://andreapasspr.com.Keywords: media coverage, public relations, PR campaigns, podcast interviews, digital media, print media, broadcast media, online news sources, authority building, Google EEAT, media exposure, credibility, media pitching, media training, audience targeting, small business publicity, earned media, paid media, press releases, media timing, social media strategy, expert positioning, media reputation, evergreen content, press photos, B-roll film, newsworthiness, breaking news, product placement, freelance journalists, business storytelling

What if sending one Instagram DM could completely change the trajectory of your life and business? In this episode, Braxton Kilgo, Founder & CEO of I Believe In You (IBIY), shares his incredible journey from a small town in Texas with just 200 people to building a global movement that's touched lives in over 20 countries and 100+ cities. After a career-ending football injury forced him to reimagine his future, Braxton discovered his true calling when a middle school principal's phone call led him to create stickers that said "I believe in you" - sparking a ripple effect of kindness he couldn't ignore. From frantically rewriting a speech 24 hours before delivery to receiving stories about lives saved, Braxton reveals how one bold DM to a stranger in Scottsdale introduced him to his business partners Joey and Dylan, who brought him into a world of entrepreneurs that transformed everything. Through the power of "big belief leading to big action," Braxton built IBIY - a tech-enabled bracelet movement where small acts of kindness create measurable waves of impact, with partnerships including Tony Robbins' Mastermind.com and Recovery Unplugged that happened before they even officially launched their B2B offering. Braxton shares why "show up to serve, not sell" will 10x everything you're doing, how being kind and asking "how can I help you?" creates an army of people ready to connect you with anything you need, and why the person giving the bracelet might experience something even more powerful than the person receiving it.   [00:05:19] What Braxton Does: Building a Kindness Movement with Technology Founded I Believe In You (IBIY) - a movement centered on one core belief: small acts of kindness can make big waves of impact Flagship product: Bracelets with "I believe in you" message that you wear with the intention to give away Each bracelet contains an NFC chip synced with mobile app - tap your phone to see personalized video/photo messages and track the bracelet's journey Track every city, country, and person impacted - watch your ripple effect spread around the world even after you give it away Mission: Create an army of "wave makers" to make impact as individuals and businesses [00:07:40] The Origin Story: From Football Dreams to Purpose Grew up in May, Texas - a town of 200 people where his whole family lived on one farm Thought his only path out was playing in the NFL Got to college on a football scholarship but struggled with injuries, limping off the field every day after practice Strength coach Coach Ramey pulled him aside: "I think you were made for something bigger than this, and I think you also want to be able to run around in the yard with your kids one day" Eventually dropped out, went back to the farm and oil field, returned to school and started a clothing company called Vision about defining your version of success [00:10:41] The Pivotal Moment: A Principal's Phone Call That Changed Everything Got invited to speak at a middle school (about 10 schools in, wasn't very good yet) Principal called 24 hours before: "I wanted to remind you what some of the kids are going through at home and at school so you really know who you're talking to" Spent 10 minutes breaking Braxton's heart with stories Braxton told his brother: "I wrote the wrong speech. I'm not qualified" [00:12:37] The Unexpected Impact: When Kindness Goes Viral Principal called days later: Kids were being nicer to each other in hallways and to staff Parents called thanking them for the speaker because of conversations kids started at home Local businesses called asking "what are these ugly ass stickers these kids are sticking on everything?" At 19 years old, shipped bracelets to 16 different countries, appeared on TV channels and podcasts [00:15:01] The Long Journey: From 19 to 30 and Back Again Realized he didn't know any entrepreneurs - "the only person I knew that was maybe a business person was the guy who had more cows next door" Put IBIY on pause to learn how to be a business person and build the technology Built another company (Hours Global - business consulting) that he used to fund IBIY Worked with 1,000+ clients in sales, branding, and high-level partnerships over the decade Now ready to launch IBIY to the world at age 30 (turns 30 next week) [00:18:29] The Million Dollar Question: A Life-Changing Introduction Who Changed Everything: Joey and Dylan (his business partners) [00:19:25] Pivotal People: Joey and Dylan - The Instagram DM That Changed Everything Was planning to move to Fort Lauderdale with his best friend/brother Two friends convinced them to move to Scottsdale instead - "at least come for a little while" On the drive to Scottsdale in a U-Haul, looked for people doing cool stuff on Instagram Never had true friends who were also entrepreneurs before meeting Joey and Dylan They introduced him to Devon who runs Arizona Entrepreneurs, which is where he met Nico [00:21:18] The Scottsdale Effect: From 10 Months to 5 Years Original plan: Stay in Scottsdale for 10-12 months then leave Reality: Stayed for 5 years and was the last one there after all his friends moved Joey and Dylan are now his business partners in IBIY They're the reason he brought IBIY back when he did [00:23:20] The Arizona Entrepreneurs Connection: Opening Doors Everywhere Joey and Dylan introduced him to the Arizona Entrepreneurs community Became the official marketing partner of the entire Arizona Entrepreneur group His first investor for IBIY came from one of those stages Got to sit on stages with "some of the top entrepreneurs in the world" even though they'd done "astronomically more" than him" [00:31:42] The Three Pillars of IBIY Direct-to-Consumer: Bracelets sold online to anyone in the world; each collection gives back to a charity Culture Shift Tour: Speaking at hundreds of schools around the country every year (led by partner Jared), recreating the original sticker moment with real bracelets B2B Partnerships: Custom co-branded bracelets for nonprofits, churches, retreats, conferences, and businesses with custom messaging and packaging [00:32:40] The Partnership Program: Impact You Can Track Organizations get completely co-branded bracelets and packaging Can leave a custom message on the front of all bracelets (video from founder/leader appears first time it's tapped) Working with major companies BEFORE officially launching: Recovery Unplugged, Mastermind.com (Tony Robbins and Dean Graziosi), Dick's Sporting Goods meeting scheduled, ClickFunnels reached out All from texting friends and reaching out through personal relationships - no marketing yet [00:38:59] Braxton's Advice: Big Belief, Big Action, Big Results "You have to believe you are before you are and you have to believe like absurdly" "Big belief leads to big action, which is the only way to get those big results" "Little belief leads to little action, which then basically just has you re-solidify in your mind that you couldn't do it" "If you want the magic, you gotta take some risks. There's no risk, there's no magic" [00:41:00] The Giver's Gift "It's really awesome for the people that receive the bracelet, but I think it might still be more powerful to the person that gives it away"   KEY QUOTES "Small acts of kindness can make big waves of impact." - Braxton Kilgo "You have to believe you are before you are and you have to believe like absurdly. Big belief leads to big action, which is the only way to get those big results." - Braxton Kilgo "If you show up to serve, not sell, it will 10x everything that you're doing." - Braxton Kilgo "If you want the magic, you gotta take some risks. There's no risk, there's no magic." - Braxton Kilgo CONNECT WITH BRAXTON KILGO

Lightning Round: Top 10 Ways to Increase Your Sales Effectiveness Question: Peter asks, "As sales continues to shift from a traditional B2B supplier perspective (products focus) toward a more retail customer centric focus, I'm very interested to know if it would be more effective for field sales teams to understand their business partners' buyers or key decision makers' KPIs (excluding monetary incentives)? By doing so, they could better collaborate and align their strategies to help those buyers or decision makers achieve their KPIs, while also driving sustained growth for all involved." Book: Endless Customers by Marcus Sheridan  Read the BLOG for this episode.   

Building rapport with any and all customers is a fundamental sales skill.  Yet, few salespeople have been trained in the specific tactics to do so. In this piece, I share seven specific and proven techniques you can use to  build rapport. ***********************************************************************        Dave Kahle's goal is to provide sales leaders and small businesspeople with practical actionable ideas that can make an immediate impact on your sales performance.          Dave is a B2B sales expert, and a Christian Business thought leader.  He has authored 13 books, presented in 47 states and 11 countries and worked with over 500 sales organizations.  In these ten-minute podcasts, his unique blend of out-of-the-box thinking and practical insights will challenge and enable you to sell better, lead better and live better.        Subscribe to these ten-minute helpings of out-of-the-box inspiration, education and motivation. WWW,DaveKahle.com Dave's Substack page  Subscribe to Dave's Newsletters Check out the website  

Voltiris has developed spectroscopy-based solar panels that filter light for greenhouse crops while generating renewable energy. Unlike traditional opaque panels that cause 60-80% yield reduction in high-tech greenhouses, Voltiris's technology harvests only the light wavelengths unused by photosynthesis. In this episode, we sat down with Nicolas Weber, Co-Founder and CEO of Voltiris, to explore how a former BCG consultant and a PhD spectroscopist are navigating multi-season validation cycles with family-owned greenhouse operations across Northern Europe. Topics Discussed: Why spectroscopy expertise unlocked a solution to greenhouse energy challenges The technical reality: traditional solar creates 60-80% yield loss in high-tech greenhouses Earning credibility with second and third-generation greenhouse operators Time as constrained resource: multi-season validation in agriculture markets System-level thinking required to manage complex greenhouse operations Offline GTM in conservative B2B agriculture: fairs, referrals, and crop advisors Platform strategy: expanding from solar to complete greenhouse energy management GTM Lessons For B2B Founders: Time constraints differ fundamentally in hardware: Voltiris faces season-dependent validation cycles where "you can throw as much cash as you want on a tomato, it's going to take one year to demonstrate that it works." Most growers demand 2-3 full growing seasons before adoption. Hardware founders must structure runway, investor expectations, and partnership terms around immovable biological or physical timelines—not software-style iteration speeds. Product-market fit exists before product in infrastructure plays: Voltiris confirmed demand preemptively. Nicolas explains: "If the technological promise holds, there is demand...the growers, they already told us from the beginning we're waiting for solution like this to come." When selling infrastructure that solves existential problems (energy transition, electrification mandates), validate market pull before achieving technical proof. This inverts typical startup sequencing but derisks decades of R&D investment. Treat early customers as co-creation partners, not transactions: Voltiris positions initial deployments as "joint creation" rather than sales. Nicolas's pitch: "This is the future vision. Are you ready to build it with us and do you want to jump into that shit with us?" In markets with 25-30 year product lifecycles and 3-year company track records, transactional selling fails. Structure partnerships with shared risk, transparent data access, and collaborative problem-solving. Master domain expertise at operator level, not executive level: Voltiris's technical co-founders became greenhouse operations experts, not just energy technology experts. Nicolas credits this: "My two co founders are now among the best experts you have in terms of how to run a greenhouse." In complex B2B environments (agriculture, manufacturing, logistics), founders must understand day-to-day operations—not just C-suite pain points—to build credible solutions. Use direct feedback environments to compress learning cycles: Dutch growers provided unfiltered assessment within minutes. Nicolas values this: "If what you're building is not good, you would know directly within five, 10 minutes...they would say, not worth my time, please, the door is here." Seek brutally honest customer segments that accelerate validation, even if acquisition is harder. Fast negative feedback prevents wasted development cycles on wrong assumptions. //   Sponsors:  Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role.  Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM  

This week on Own It we're talking to Anjali Ramachandran from Storythings. She is based in the UK but is really a global citizen, having lived in many different countries and cities. She told me was always drawn to the colors, vibrancy and stories that advertising had to offer, even as a child. She has an impressive career journey that included a stop at Nike, and working with brands like Burberry and Warner Brothers. She started Storythings in 2016 to help business-to-business brands tell stories that truly connect with their prospective customers. They do that by helping B2B brands to stay human. We had such a fun conversation about her journey, her perspective on the industry and her thoughts on closing the gender cap in agency ownership.  Anjali is so fun to talk to. We know you're going to learn a lot and be inspired today. You can find links to Anjali Ramachandran‘s LinkedIn Profile and Storythings' agency website in our show notes at untilyouownit.com.  If you're enjoying Own It, please find it on your favorite podcast app and drop us a rating and review. Those help more people discover the show and join our community.  Also, if you're a female or non-binary agency owner, or you want to own an agency someday, join our growing community at that same address … untilyouownit.com.

Most misses in sales are baked into the plan before the year even starts.In this episode, Toni talks with Scott Domareck, a four-time VP of Sales who's been through every phase of growth, exit, and burnout imaginable. Together, they break down the hidden mistakes that ruin annual planning long before execution begins.From massaged Excel spreadsheets to unrealistic ramp times and compounding assumptions that look great to investors but kill execution, they get real about what actually happens inside revenue planning season, and how to build a plan you can actually hit.This episode is brought to you by Evergrowth  —  Their Agentic GTM Workspace enables revenue teams to collaborate and win with AI-powered teammates, breaking down silos and helping B2B teams grow smarter with fewer resources. Want to work with us? Learn more: revformula.io(00:00) - Introduction (04:16) - The Reality of Planning Season (07:22) - Transparency and Context in Planning (13:12) - Compounding Effects in Sales Planning (18:14) - Involvement of Go-to-Market Leadership (25:29) - Trust and Executive Leadership (28:43) - Top Mistakes in Hiring (30:49) - Staggering for Supply and Demand (34:02) - Challenges in Scaling and Execution (41:04) - The Reality of Adding New Elements to the Plan (43:34) - Risk Management and Buffers (46:31) - Planning for Attrition and Unexpected Events (49:13) - Final Thoughts and Future Discussions

Ep. 187 features Jake Benzaquen, Co-Founder and CEO of ProphetX, for a deep dive into the company's latest evolution from regulated exchange to sweepstakes model, to now filing with the CFTC to operate as a fully regulated marketplace for sports event contracts. Hear him discuss: The journey from launching in New Jersey as an OSB to building a national presence under the sweepstakes model Why ProphetX is now pivoting to the CFTC model and what it means for the future Lessons from scaling a sports betting exchange across multiple states How product validation and customer feedback shaped ProphetX's direction Building an RFQ (Request for Quote) system for parlays, and why it's a game-changer Why ProphetX will focus on sports-first markets, and why it's not launching with political or pop culture markets The two primary reasons why they decided to launch without an affiliated trading arm Competing with industry giants like Kalshi, Polymarket, and DraftKings through product innovation The growing cultural influence of prediction markets How distribution partnerships and B2B integrations will drive user acquisition Jake's reflections on seven years of startup grit, team growth, and finding motivation for the next phase   Catch the video version of this episode here.   Learn more

When precision meets passion, LinkedIn advertising takes off.In this episode, AJ Wilcox, founder of B2Linked, joins Adam Kaiser to discuss what's new and what's next for LinkedIn Ads. AJ shares how years of managing campaigns for some of LinkedIn's biggest advertisers shaped his approach to targeting, measurement, and ROI. He zooms in on how improved reporting tools and better-quality data are helping marketers shift budget from search to social with confidence.He's helping brands rethink LinkedIn strategy, avoid costly pitfalls, and use personalization and thought leadership ads to connect more authentically, proving that when it comes to B2B, relevance always wins.In this conversation, you'll learn:How B2B marketers are shifting ad spend from search to LinkedIn for higher-quality leadsWhy personalization and thought leadership ads are driving the next wave of performance on LinkedInHow to avoid the five most common (and costly) LinkedIn Ads mistakesWhy understanding LinkedIn's new measurement tools is key to proving ROIJump into the conversation: (00:00) Introducing AJ Wilcox (01:09) How AJ built B2Linked into a LinkedIn-only agency (02:18) Why LinkedIn delivers unmatched lead quality for B2B marketers (03:41) How budgets are shifting from Google to LinkedIn (05:10) Building a full-funnel LinkedIn strategy that drives conversions (07:00) How LinkedIn's new Revenue Attribution Report changes ROI tracking (09:10) Using third-party data like 6sense to boost targeting precision (12:00) The five most common mistakes marketers make on LinkedIn Ads (15:57) Improving conversion tracking with LinkedIn's Conversion API (18:53) The rise of thought leadership and personalized ad formats (21:00) How to scale your LinkedIn strategy efficiently (22:46) The most ridiculous request AJ's ever experienced

Watch the full episode on our YouTube channel: youtube.com/@mreapodcastWe're sitting down with mega agent and team owner, Peter Chabris, who's cracked the code to the "seventh level" business model where your real estate team grows without you being there every day.Peter's Cincinnati-based team closes 600+ units and generates over $5 million in GCI annually... while he lives 2,000 miles away in the mountains of Colorado.In this episode, Peter walks us through the exact five, leadership roles every agent must replace to create a self-sustaining organization. He shares how to build a culture of productivity, why your Director of Operations must be a leader (not an administrator), and how to onboard agents with intensity, accountability, and purpose.We also dive deep into what it takes to trust a CEO successor, transfer your vision, and design a life that's not just profitable, but free.Whether you're leading a growing team or dreaming of the seventh level, this episode gives you the blueprint.Resources:Read The Millionaire Real Estate Agent by Gary Keller, Jay Papasan, and Dave JenksRead SHIFT: How Top Real Estate Agents Tackle Tough Times by Gary Keller, Jay Papasan, and Dave JenksLearn about MAPS Coaching Order the Millionaire Real Estate Agent Playbook | Volume 3Connect with Jason:LinkedInProduced by NOVAThis podcast is for general informational purposes only. The views, thoughts, and opinions of the guest represent those of the guest and not  Keller Williams Realty, LLC and its affiliates, and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.WARNING! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an autodialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance.

Matthew Bertram brings Rob Neumann on to map how private LLMs, PIM/DAM, and AI-driven search turn messy B2B catalogs into findable, persuasive product experiences that convert. We push leaders to move now on the LLM land grab, unify entities, and align teams to become AI first.• unifying brand, author, and entity signals for clarity• why every business needs an e-commerce path• findability before conversion and product page SEO• persona-based descriptions with private LLMs• PIM/DAM as the enrichment layer above ERP• AI search for exact matches and smart substitutes• channel-aware inventory and safety stock reduction• SKU and vendor normalization for white label margin• CAD, specs, and E‑E‑A‑T for trust and rankings• email fatigue, SMS prompts, and postcard nudges• urgency of the LLM land grab and authority hardeningGuest Contact Information: Website: robneumann.comLinkedIn: linkedin.com/in/robertneumannMore from EWR and Matthew:Leave us a review wherever you listen: Spotify, Apple Podcasts, or Amazon PodcastFree SEO Consultation: www.ewrdigital.com/discovery-callWith over 5 million downloads, The Best SEO Podcast has been the go-to show for digital marketers, business owners, and entrepreneurs wanting real-world strategies to grow online. Now, host Matthew Bertram — creator of LLM Visibility™ and the LLM Visibility Stack™, and Lead Strategist at EWR Digital — takes the conversation beyond traditional SEO into the AI era of discoverability. Each week, Matthew dives into the tactics, frameworks, and insights that matter most in a world where search engines, large language models, and answer engines are reshaping how people find, trust, and choose businesses. From SEO and AI-driven marketing to executive-level growth strategy, you'll hear expert interviews, deep-dive discussions, and actionable strategies to help you stay ahead of the curve. Find more episodes here: youtube.com/@BestSEOPodcastbestseopodcast.combestseopodcast.buzzsprout.comFollow us on:Facebook: @bestseopodcastInstagram: @thebestseopodcastTiktok: @bestseopodcastLinkedIn: @bestseopodcastConnect With Matthew Bertram: Website: www.matthewbertram.comInstagram: @matt_bertram_liveLinkedIn: @mattbertramlivePowered by: ewrdigital.comSupport the show

This episode is essential for veteran entrepreneurs who want to stop chasing bad leads and start building a high-value business ready for a profitable exit. Mark Osborne dives into why "sales is a process, not an event." He shows how founders can leverage their military discipline to implement predictable, scalable B2B revenue systems. He shares that the goal is to maximize your company's Enterprise Value (EBITDA)—not just top-line revenue—by clearly defining your product's difference and building documented, transferable sales and marketing processes that any future buyer will pay a premium for. Episode Resources: FreeDownload - Modern Revenue Strategies About Our Guests Mark Osborne is the Founder of Modern Revenue Strategies. Advertising Age Magazine named him a  “Marketing Technology Trailblazer” putting him in the top 25 people in the world at using Technology and Data for Marketing.  He is the Author of the #1 Best-Selling B2B Marketing and Sales book “Are Your Leads KILLING Your Business?” Host of “The B2B Growth Blueprint Podcast” with over 100 episodes and Top 5 ranking in Apple Podcasts with 500+ monthly listeners.   He is one of very few marketing and sales experts in the US who is a Certified Exit Planning Advisor (CEPA) with an MBA, highlighting my expertise at growing Enterprise Value and EBITDA, not just Top-line Revenue. About Our Sponsors Navy Federal Credit Union   Navy Federal Credit Union offers exclusive benefits to all of their members. All Veterans, Active Duty and their families can become members. Have you been saving up for the season of cheer and joy that is just around the corner? With Navy Federal Credit Union's cashRewards and cashRewards Plus cards, you could earn a $250 cash bonus when you spend $2,500 in the first 90 days. Offer ends 1/1/26. You could earn up to 2% unlimited cash back with the cashRewards and cashRewards Plus cards. With Navy Federal, members have access to financial advice and money management and 24/7 access to award-winning service. Whether you're a Veteran of the Army, Marine Corps, Navy, Air Force, Space Force or Coast Guard, you and your family can become members. Join now at Navy Federal Credit Union.   At Navy Federal, our members are the mission.    Join the conversation on Facebook! Check out Veteran on the Move on Facebook to connect with our guests and other listeners. A place where you can network with other like-minded veterans who are transitioning to entrepreneurship and get updates on people, programs and resources to help you in YOUR transition to entrepreneurship.   Want to be our next guest? Send us an email at interview@veteranonthemove.com.  Did you love this episode? Leave us a 5-star rating and review!  Download Joe Crane's Top 7 Paths to Freedom or get it on your mobile device. Text VETERAN to 38470. Veteran On the Move podcast has published 500 episodes. Our listeners have the opportunity to hear in-depth interviews conducted by host Joe Crane. The podcast features people, programs, and resources to assist veterans in their transition to entrepreneurship.  As a result, Veteran On the Move has over 7,000,000 verified downloads through Stitcher Radio, SoundCloud, iTunes and RSS Feed Syndication making it one of the most popular Military Entrepreneur Shows on the Internet Today.

Why you should listenMark Emond shares his strategic pivot from traditional marketing automation to AI transformation services, offering a proven roadmap for consultants looking to evolve their positioning before the market forces them to.Discover how to identify and attract visionary clients who are ready to invest strategically rather than just experiment—learn the signals that separate early adopters from those who'll waste your time with endless pilot projects.Get practical insights on building an internal AI Innovation Lab that drives both client value and operational efficiency, including how to structure experimentation without killing momentum or burning budget.I'm watching too many consultants get paralyzed by AI—either ignoring it completely or drowning in tool experimentation without a strategy. Mark Emond made a bold pivot, repositioning his B2B marketing consultancy to lead AI transformation for enterprise CMOs. In this conversation, we dig into how he identified the shift before his clients demanded it, how he's separating visionary buyers from tire-kickers, and what he's learning by building an internal AI Innovation Lab where his team plays with everything from ChatGPT to Make and Clay. If you're sitting on technical expertise but wondering how to package it for the AI era without becoming a commodity, this episode shows you exactly how one founder is skating to where the puck is going.About Mark EmondDemand Spring's founder, Mark has a tremendous passion for helping marketing leaders transform their Revenue Marketing practices with AI, enabling them to become strategic leaders within their organizations. A Forbes Council member and contributor to MarketingProfs, Mark brings thought leadership to the marketing community, sharing insights on cutting-edge strategies, industry trends, and AI-driven marketing transformation. Prior to founding Demand Spring, spent 17 years in marketing leadership roles at IBM, Cognos, Watchfire, and Corel. Mark happily resides in Ottawa, the coldest capital city in the world, with his wife and teenage daughter. He combines his passion for athletics and developing young people as the coach of one of the top competitive girls basketball teams in Ontario. Resources and LinksDemandspring.comMark's LinkedIn profileBrandlightMakeClayn8nReplitWispr FlowTiga AIPrevious episode: 647 - The Cost of Figuring It Out AloneCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletter

A tribe is a group of people that share an identity marker. Every affinity group, every fan club, every self-selected group of insiders is a tribe.Last week we talked about Business-to-Business advertising (B2B) and Niche Marketing with a long purchase cycle (Niche-L).Today we talk about Niche Marketing with a short purchase cycle (Niche-S) and Business-to-Consumer advertising (B2C).Let's talk first about (Niche-S):Niche Marketing with a Short purchase cycle will always be targeted to an affinity group. A Niche market is any self-selected group of insiders that has chosen to spend time, attention, and money on something that most people don't care about.Short-cycle Niche Marketing is mostly consumable products and services that are purchased on a regular basis by a self-selected group. Some examples of this would be bullets, fish hooks, tubes of oil paint, and those little cloth foot coverings worn by medical professionals in hospitals and air conditioning technicians in your home.Niche Marketing with a Short purchase cycle is similar to B2B advertising: Features. Benefits. Price.Now let's talk about Business-to-Consumer advertising with a Short purchase cycle. (B2C-S)Do you sell a small-ticket consumable product or service that a high percentage of the population will purchase regularly? You are selling Business-to-Consumer with a Short purchase cycle. Food, gasoline, and entertainment compose the majority of this category.If you own a grocery store, a restaurant, a convenience store, a gas station, a hardware store, or an “everything” store that competes with Amazon and Wal-Mart, all you need is a high-visibility location, legendary signage, and a staff that delivers a positive customer experience. That's it. That's your advertising.NOTE: If you want to drive immediate traffic, you will need(1.) an irresistible offer(2.) credible urgency(3.) high-frequency repetitionIf your ad doesn't drive traffic,(1.) your offer was weak(2.) your urgency was not credible, or(3.) you didn't pound the drums loud enoughNow let's talk about Business-to-Consumer advertising with a Long purchase cycle. (B2C-L)If you sell a big-ticket product or service that a lot of Americans will buy “someday,” but only a fraction of one percent of the public is looking for it “today,” then you are in a B2C category with a Long purchase cycle.This category requires patience, commitment, and mass media: primarily broadcast radio, broadcast television, or billboards.You can use short-term-impact Transactional ads or long-term brand-building Relational ads.The objective of a Transactional ad is to make the sale. You can measure the Return-On-Ad-Spend (ROAS) of short-term-impact Transactional ads because they offer no long-term benefits.The objective of a long-term Relational ad is to create connection, relationship, and trust in your brand. Relational ads cannot be measured with ROAS because there is no moment when the benefits of relationship strengthening have been exhausted.Business people are instinctively attracted to Transactional ads because Transactional ads are more easily measured. This feels good in the short term, but in the long term it leads to frustration as you ask, “Why aren't we growing like we should?”Now let's talk about Business-to-Consumer advertising with a Mixed purchase cycle....

Building B2B analytics and AI tools that people will actually pay for and use is hard. The reality is, your product won't deliver ROI if no one's using it. That's why first principles thinking says you have to solve the usage problem first. In this episode, I'll explain why the key to user adoption is designing with the flow of work—building your solution around the natural workflows of your users to minimize the behavior changes you're asking them to make. When users clearly see the value in your product, it becomes easier to sell and removes many product-related blockers along the way. We'll explore how product design impacts sales, the difference between buyers and users in enterprise contexts, and why challenging the “data/AI-first” mindset is essential. I'll also share practical ways to align features with user needs, reduce friction, and drive long-term adoption and impact. If you're ready to move beyond the dashboard and start building products that truly fit the way people work, this episode is for you.   Highlights/Skip to:  The core argument: why solving for user adoption first helps demonstrate ROI and facilitate sales in B2B analytics and AI products  (1:34) How showing the value to actual end users—not just buyers—makes it easier to sell your product (2:33) Why designing for outcomes instead of outputs (dashboards, etc) leads to better adoption and long-term product value (8:16) How to “see” beyond users' surface-level feature requests and solutions so you can solve for the actual, unspoken need—leading to an indispensable product (10:23) Reframing feature requests as design-actionable problems (12:07)  Solving for unspoken needs vs. customer-requested features and functions (15:51) Why “disruption” is the wrong approach for product development (21:19)   Quotes:  “Customers' tolerance for poorly designed B2B software has decreased significantly over the last decade. People now expect enterprise tools to function as smoothly and intuitively as the consumer apps they use every day.  Clunky software that slows down workflows is no longer acceptable, regardless of the data it provides. If your product frustrates users or requires extra effort to achieve results, adoption will suffer. Even the most powerful AI or analytics engine cannot compensate for a confusing or poorly structured interface. Enterprises now demand experiences that are seamless, efficient, and aligned with real workflows.    This shift means that product design is no longer a secondary consideration; it is critical to commercial success.  Founders and product leaders must prioritize usability, clarity, and delight in every interaction. Software that is difficult to use increases the risk of churn, lengthens sales cycles, and diminishes perceived value. Products must anticipate user needs and deliver solutions that integrate naturally into existing workflows.  The companies that succeed are the ones that treat user experience as a strategic differentiator. Ignoring this trend creates friction, frustration, and missed opportunities for adoption and revenue growth. Design quality is now inseparable from product value and market competitiveness.  The message is clear: if you want your product to be adopted, retain customers, and win in the market, UX must be central to your strategy.” —   “No user really wants to ‘check a dashboard' or use a feature for its own sake. Dashboards, charts, and tables are outputs, not solutions. What users care about is completing their tasks, solving their problems, and achieving meaningful results.  Designing around workflows rather than features ensures your product is indispensable. A workflow-first approach maps your solution to the actual tasks users perform in the real world.  When we understand the jobs users need to accomplish, we can build products that deliver real value and remove friction. Focusing solely on features or data can create bloated products that users ignore or struggle to use.  Outputs are meaningless if they do not fit into the context of a user's work. The key is to translate user needs into actionable workflows and design every element to support those flows.  This approach reduces cognitive load, improves adoption, and ensures the product's ROI is realized. It also allows you to anticipate challenges and design solutions that make workflows smoother, faster, and more efficient.  By centering design on actual tasks rather than arbitrary metrics, your product becomes a tool users can't imagine living without. Workflow-focused design directly ties to measurable outcomes for both end users and buyers. It shifts the conversation from features to value, making adoption, satisfaction, and revenue more predictable.” — “Just because a product is built with AI or powerful data capabilities doesn't mean anyone will adopt it. Long-term value comes from designing solutions that users cannot live without. It's about creating experiences that take people from frustration to satisfaction to delight.  Products must fit into users' natural workflows and improve their performance, efficiency, and outcomes. Buyers' perceived ROI is closely tied to meaningful adoption by end users. If users struggle, churn rises, and financial impact is diminished, regardless of technical sophistication.  Designing for delight ensures that the product becomes a positive force in the user's daily work. It strengthens engagement, reduces friction, and builds customer loyalty.  High-quality UX allows the product to demonstrate value automatically, without constant explanations or hand-holding. Delightful experiences encourage advocacy, referrals, and easier future sales.  The real power of design lies in aligning technical capabilities with human behavior and workflow.  When done correctly, this approach transforms a tool into an indispensable part of the user's job and a demonstrable asset for the business.  Focusing on usability, satisfaction, and delight creates long-term adoption and retention, which is the ultimate measure of product success.” — “Your product should enter the user's work stream like a raft on a river, moving in the same direction as their workflow. Users should not have to fight the current or stop their flow to use your tool.  Introducing friction or requiring users to change their behavior increases risk, even if the product delivers ROI. The more naturally your product aligns with existing workflows, the easier it is to adopt and the more likely it is to be retained.  Products that feel intuitive and effortless become indispensable, reducing conversations about usability during demos. By matching the flow of work, your solution improves satisfaction, accelerates adoption, and enhances perceived value.  Disrupting workflows without careful observation can create new problems, frustrate users, and slow down sales. The goal is to move users from frustration to satisfaction to delight, all while achieving the intended outcomes.  Designing with the flow of work ensures that every feature, interface element, and interaction fits seamlessly into the tasks users already perform. It allows users to focus on value instead of figuring out how to use the product.  This alignment is key to unlocking adoption, retaining customers, and building long-term loyalty.  Products that resist the natural workflow may demonstrate ROI on paper but fail in practice due to friction and low engagement.  Success requires designing a product that supports the user's journey downstream without interruption or extra effort.  When you achieve this, adoption becomes easier, sales conversations smoother, and long-term retention higher.” —

Jen Abel is GM of Enterprise at State Affairs and co-founded Jellyfish, a consultancy that helps founders learn zero-to-one enterprise sales. She's one of the smartest people I've ever met on learning enterprise sales, and in this follow-up to our first chat two years ago (covering the zero to $1 million ARR founder-led sales phase), we focus on the skills founders need to learn to go from $1M to $10M ARR.We discuss:1. Why the “mid-market” doesn't exist2. Why tier-one logos like Stripe and Tesla counterintuitively make the best early customers3. The dangers of pricing your product at $10K-$20K4. Why you need to vision-cast instead of problem-solve to win enterprise deals5. Why services are the fastest way to get your foot in the door with enterprises6. How to find and work with design partners7. When to hire your first salesperson and what profile to look for—Brought to you by:WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUsLovable—Build apps by simply chatting with AICoda—The all-in-one collaborative workspace—Where to find Jen Abel:• X: https://x.com/jjen_abel• LinkedIn: https://www.linkedin.com/in/earlystagesales• Website: https://www.jjellyfish.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Welcome back, Jen!(04:38) The myth of the mid-market(08:08) Targeting tier-one logos(10:50) Vision-casting vs. problem-selling(15:35) The importance of high ACVs(20:45)  Don't play the small business game with an enterprise company(25:09) Design partners: the double-edged sword(28:11) Finding the right company(36:55) Enterprise sales: the art of the deal(43:21) The problem with channel partnerships(44:41) Quick summary(50:24) Hiring the right enterprise salespeople(56:49) Structuring sales compensation(01:01:01) Building relationships in enterprise sales(01:02:07) The art of cold outreach(01:07:31) Outbound tooling and AI(01:14:08) Lightning round and final thoughts—Referenced:• The ultimate guide to founder-led sales | Jen Abel (co-founder of JJELLYFISH): https://www.lennysnewsletter.com/p/master-founder-led-sales-jen-abel• Mario meme: https://www.linkedin.com/pulse/missing-meme-led-me-woman-johann-van-tonder-im6df• Kathy Sierra: https://en.wikipedia.org/wiki/Kathy_Sierra• Cursor: https://cursor.com• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• Justin Lawson on X: https://x.com/jjustin_lawson• Stripe: https://stripe.com• Building product at Stripe: craft, metrics, and customer obsession | Jeff Weinstein (Product lead): https://www.lennysnewsletter.com/p/building-product-at-stripe-jeff-weinstein• He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor on the future of careers, coding, agents, and more: https://www.lennysnewsletter.com/p/he-saved-openai-bret-taylor• OpenAI's CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil (CPO at OpenAI, ex-Instagram, Twitter): https://www.lennysnewsletter.com/p/kevin-weil-open-ai• Anthropic's CPO on what comes next | Mike Krieger (co-founder of Instagram): https://www.lennysnewsletter.com/p/anthropics-cpo-heres-what-comes-next• Linear: https://linear.app• Linear's secret to building beloved B2B products | Nan Yu (Head of Product): https://www.lennysnewsletter.com/p/linears-secret-to-building-beloved-b2b-products-nan-yu• Gemini: https://gemini.google.com• Microsoft Copilot: https://copilot.microsoft.com• How Palantir built the ultimate founder factory | Nabeel S. Qureshi (founder, writer, ex-Palantir): https://www.lennysnewsletter.com/p/inside-palantir-nabeel-qureshi• McKinsey & Company: https://www.mckinsey.com• Deloitte: https://www.deloitte.com• Accenture: https://www.accenture.com• Building a world-class sales org | Jason Lemkin (SaaStr): https://www.lennysnewsletter.com/p/building-a-world-class-sales-org• Peter Dedene on X: https://x.com/peterdedene• Hang Huang on X: https://x.com/HH_HangHuang• Hugo Alves on X: https://x.com/Ugo_alves• A step-by-step guide to crafting a sales pitch that wins | April Dunford (author of Obviously Awesome and Sales Pitch): https://www.lennysnewsletter.com/p/a-step-by-step-guide-to-crafting• Clay: https://www.clay.com• Apollo: https://www.apollo.io• Jason Lemkin on X: https://x.com/jasonlk• Gavin Baker on X: https://x.com/GavinSBaker• Jason Cohen on X: https://x.com/asmartbear• Baywatch on Prime Video: https://www.primevideo.com/detail/Baywatch/0NU9YS8WWRNQO1NZD5DOQ3I8W6• Playground: https://www.tryplayground.com• ClassDojo: https://www.classdojo.com• Jason Lemkin's post about Replit: https://x.com/jasonlk/status/1946069562723897802—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com