Podcasts about HubSpot

What do you do when no one believes in your vision? When every door seems closed and you keep hearing the word “no”? In this powerful rerun episode, I sat down with my good friend Alex Quin to talk about rejection, resilience, and what it really takes to build something meaningful when the odds are stacked against you.Meet Alex QuinAlex Quin is the CEO of UADV, a full-stack marketing agency, and the host of the Hustle Inspires Hustle podcast. He's built a name for himself in the world of marketing and branding, working with top global brands like McLaren, Red Bull, and Puma. But his journey wasn't easy. Alex didn't start with connections or capital. He built his business from the ground up, and at every stage, people told him it wouldn't work. They told him “no” but he didn't stop.The Power of RejectionIn this conversation, Alex shares how rejection shaped his growth and why hearing “no” was one of the best things that ever happened to him. We talked about mindset, perseverance, and how to build momentum even when no one's clapping for you yet.Create your own laneYou don't need permission to start. Alex breaks down how he carved out his own path in marketing when the industry gatekeepers ignored him.Let the "no" fuel youEvery time someone doubts you, it adds fuel to your fire. Use rejection as a signal that you're on the right track, especially when you're building something new or unconventional.Focus on value, not validationWhen you stop chasing approval and start solving real problems, the right people start paying attention.Stay true to your voiceDon't let “no” change your identity. You're not for everyone, and that's okay. The people you're meant to serve will get it."Rejection isn't the end. It's just feedback that you're breaking into something new." –Alex QuinResourcesListen to Alex's podcast Hustle Inspires Hustle for more mindset and brand-building tips Connect with Alex Quin on Instagram or LinkedIn to learn from his journey Need help developing your brand or message? Join my Sales Mastermind Class Looking to launch your podcast? Check out Blue Mango StudiosSponsorship OffersThis episode is brought to you in part by Hubspot.With HubSpot sales hubs, your data tools and teams join a single platform to close deals and turn prospects into pipelines. Try it for yourself at hubspot.com/sales.2. This episode is brought to you in part by LinkedIn.Are you tired of prospective clients not responding to your emails? Sign up for a free 60-day trial of LinkedIn Sales Navigator at linkedin.com/tse.3. This episode is brought to you in part by the TSE Sales Foundation.Improve your connection on LinkedIn and land three or five appointments with our LinkedIn prospecting course. Go to the salesevangelist.com/linkedin.CreditsAs one of our podcast listeners, we value your opinion and always want to improve the quality of our show. Complete our two-minute survey here: thesalesevangelist.com/survey

Get ready for this special episode that you needed to hear years ago. Let me say this plainly: Working for someone else is the riskiest thing you can do right now. For decades, we believed that a "good job" was the ultimate security. A steady paycheck. Healthcare. Maybe a 401(k) with a match. But that model is falling apart in real time. I've seen this from the inside. I've been the employee. I've been the boss. I've been the guy who signed the layoff papers. When I was at Penton we went through three rounds of layoffs in 18 months and it was devastating for everyone involved. And this continues today but at breakneck speed. Here's the truth: no job is safe anymore...especially in marketing. AI is replacing entry-level marketers faster than we can track. Some agencies I know are in desperation mode. The only advice brand marketing teams get is to lean more into AI. Is that even the right strategy? And executive teams still don't understand what content actually does...until they decide it's too expensive (even thought it's not) and cut it. Here's the harsh truth: Most people following the “good job, good life” blueprint are broke, stressed, unfulfilled, and trapped. The old dream isn't dead because people stopped working hard. It's dead because the game changed and nobody updated the playbook. ----- This week's links: Dallas Cowboys NOT America's Team Joe Pulizzi's New Book "Burn the Playbook" Pre-Order ----- This week's sponsor: You don't become the world's most valuable women's sports franchise by accident. Angel City Football Club did it with a little help from HubSpot. When they started, data was housed across multiple systems. HubSpot unified their website, email marketing, and fan experience in one platform. This allowed their small team of three to build an entire website in just three days. The results? Nearly 350 new sign-ups a week and 300% database growth in just two years. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Liked this show? SUBSCRIBE to this podcast on Spotify, Apple, Google and more. Catch past episodes and show notes at ThisOldMarketing.com. Catch and subscribe to our NEW show on YouTube. NOTE: You can get captions there. Subscribe to Joe Pulizzi's Orangeletter and get two free downloads direct from Joe. Subscribe to Robert Rose's newsletter at Seventh Bear.

This Podcast Is Episode 637, And It's About Pillar 1: Marketing - Attracting The Right Construction Jobs A Guide for Small Construction Business Owners (from Your Bookkeeper's Point of View) As construction bookkeeping specialists, we spend a significant amount of time analyzing the numbers behind small construction businesses—everything from job costs to cash flow to profit margins. However, here's the truth most contractors don't hear enough: Your profitability starts before the job even begins. Yes, it starts with the jobs you say yes to—and more importantly, the ones you should start saying no to. In this post, we'll break down what it means to attract the right jobs, how doing so can transform your business, and what practical steps you can take today to stop chasing work that doesn't serve you. First, Why Most Contractors Struggle to Attract the Right Clients Small contractors often accept every job that comes their way, especially when they're just starting or concerned about cash flow. But this creates several problems: Low-paying work that barely covers your costs Clients who delay payment or constantly push scope boundaries Traveling too far for small, unprofitable jobs A lack of consistency in your portfolio and referrals If this sounds familiar, you're not alone. But this cycle drains your energy and your bank account. And it makes your bookkeeping a mess—because when job costs are unclear or inconsistent, it's hard to see which jobs made money and which didn't. The Right Job: What Does That Actually Mean? The "right" job looks a little different for every contractor, but here's a basic framework: You're qualified and equipped to do it well You can complete it profitably (based on your costs and ideal margin) It fits within your service area It aligns with the type of work you want to be known for The client respects your time and process When all five of these boxes are checked, it becomes easier to plan, price, and deliver the work, and you'll often get paid faster and with fewer headaches. Why Your Bookkeeper Cares About the Jobs You Choose From our side of the books, here's what we see when you start attracting better jobs: Cleaner job costing data, because each project has a clear scope and budget Healthier margins, because the client isn't nickel-and-diming you Improved cash flow, because payments come in on time More predictable expenses, so budgeting and forecasting become easier That provides a solid financial foundation to build upon. So, how do we make that shift? 6 Ways to Start Attracting Better Jobs   1. Define Your Niche Clearly Clients won't know what to hire you for unless you tell them—clearly and often. Specializing doesn't limit your options; it sharpens your value. Do you focus on bathrooms, decks, additions, or full remodels? Do you serve residential, commercial, or both types of clients? Are your ideal jobs $5,000 or $50,000? Once you define your sweet spot, you can market smarter and spend less time chasing the wrong leads. 2. Price Your Work with Confidence (Not Emotion) One of the biggest mistakes we see is pricing based on "what you think the client can afford" instead of what the job costs you. That's how good contractors end up underpaid and overworked. With proper job costing and an understanding of your overhead, you can create bids that are both competitive and profitable. And here's the kicker: high-quality clients don't just want the cheapest quote—they want clarity and professionalism. Pricing with confidence attracts better clients. 3. Professional Estimates and Invoicing = Trust Want to stand out from the competition without spending a dime on ads? Use detailed, easy-to-read estimates with clear line items Include terms, timelines, and payment schedules Send professional invoices on time, every time This builds trust right away—and clients are more likely to choose you over "Chuck in a truck," who scribbles an estimate on a notepad. 4. Use Photos, Reviews, and Referrals to Tell Your Story People hire those they trust. And in construction, trust is often built through: Before-and-after photos Client testimonials Word-of-mouth referrals If you're not already collecting these, make it part of your post-job checklist. Ask happy clients for a quick review or permission to take a photo of them. Share success stories on social media and your website. Your work speaks for itself—but only if people can see it. 5. Simplify Your Online Presence You don't need a fancy website to get found—you need: A Google Business Profile (with updated contact info and service area) A few recent photos and reviews A clear description of your services This makes it easy for local clients to find and trust you. We've seen contractors double their inquiries just from a well-maintained Google listing. 6. Pre-Qualify Your Leads Your time is valuable. Before driving out for a quote, ask a few key questions: What's the project timeline? What's your rough budget? Have you worked with contractors before? Is the property ready for work to begin? These questions help you avoid tire-kickers and focus on serious leads. How Bookkeeping Supports Better Marketing Decisions Once you've improved your lead quality and project fit, your bookkeeping data becomes a valuable asset. You'll start to see: Which types of projects are your most profitable Which areas or clients tend to pay faster What marketing sources bring the best leads This allows you to double down on what works—and stop wasting time and money on what doesn't. The Payoff: Less Stress, Better Clients, Stronger Business When you start attracting the right jobs: You waste less time quoting projects that go nowhere You gain consistency in your income and schedule Your financial reports become easier to understand and use You build a brand that clients want to refer and return to It's not about doing more—it's about doing smarter. Need Help Getting Clear on Your Numbers? If you're unsure what your ideal job actually costs—or how to price it for profit—we can help. As construction bookkeeping specialists, we don't just categorize expenses; we also ensure that they are accurately recorded and accounted for. We help you understand: Job costing Profit margins Overhead Cash flow So you can build with confidence and say yes only to the jobs that grow your business, not drain it. Do you need help setting up your job costing system or reviewing your project margins? Book a free consultation, and let's ensure your books are aligned with the type of work you want to do. About The Author: Norhalma Verzosa is a Certified Construction Marketing Professional and works as the Web Admin of Fast Easy Accounting located in Lynnwood, WA. She has a Bachelor's Degree in Psychology and a Certified Internet Web Professional with a Site Development Associate, Google AdWords Search Advertising, and HubSpot Academy certifications. She manages the entire web presence of Fast Easy Accounting using a variety of SaaS tools including HubSpot, Teachable, Shopify, and WordPress.

Have you ever felt like a fraud or doubted your accomplishments? In this episode, Kevin welcomes Aoife O'Brien to discuss the often-misunderstood phenomenon of imposter syndrome. Aoife shares research that led her to identify five distinct imposter identities: The Overachiever, The Comparer, The People Pleaser, The Procrastinator, and The Success Fearer, and explains how these behaviors show up and affect individuals and teams. They also talk about how common imposter syndrome is in the workplace, how it can hurt performance and confidence, and how leaders can recognize and support team members who might be struggling. Aoife also introduces her simple ABCDE framework as a practical tool for overcoming imposter thoughts. Listen For 00:00 Intro to Imposter Syndrome 00:30 Welcome to the Remarkable Leadership Podcast 01:25 Kevin introduces his book “Flexible Leadership” 02:10 Introducing Aoife O'Brien 03:00 Aoife's professional journey and inspiration 05:00 Organizational culture and work fulfillment 06:00 Connecting imposter syndrome to workplace happiness 07:00 Aoife's personal imposter syndrome story 08:30 Being featured in a national newspaper 10:00 Defining imposter syndrome 12:00 The impact on individuals and teams 13:00 Imposter syndrome vs. confidence 14:00 How widespread is imposter syndrome? 15:30 Common triggers and barriers 17:00 What leaders can look for in team behavior 18:40 Examples of behavior linked to imposter syndrome 20:00 Real-world feedback from the audience 21:20 Aoife's 5 Imposter Identities 23:15 The Overachiever 23:45 The Comparer 25:20 The People Pleaser 26:15 The Procrastinator 28:00 The Success Feeler 30:00 Aoife's ABCDE Framework 31:00 Acknowledge 31:40 Build Belief 32:30 Courageous Action 33:30 Do It Anyway 34:00 Everyday Practice 35:00 What Aoife does for fun 35:50 What Aoife is reading 36:30 Where to find Aoife online 38:00 Kevin's “Now What?” challenge to listeners Aiofe's Story: Aoife O'Brien founded Happier at Work in 2019 because she witnessed firsthand the impact of poor workplace culture on both organizations and employees. Using her research-based Happier at Work framework, she partners with Global Talent & HR Leaders to cultivate human-centered workplace cultures that prioritize wellbeing, career growth, and meaningful impact. She supports employees to build their confidence, gain career clarity and reach their full potential, while driving increased engagement and retention in organizations. Her clients hire her to speak, train and deliver corporate programs. She has worked with global organizations like Meta, MSD, Ciena, AbbVie, Logitech, and HubSpot. Her award-winning podcast, Happier at Work®, has a global audience of over 125k. This Episode is brought to you by... Flexible Leadership is every leader's guide to greater success in a world of increasing complexity and chaos.  Book Recommendations The Happiness Trap (Second Edition): How to Stop Struggling and Start Living by Russ Harris  Flexible Leadership: Navigate Uncertainty and Lead with Confidence by Kevin Eikenberry Like this? Love Your Imposter with Rita Clifton Join Our Community If you want to view our live podcast episodes, hear about new releases, or chat with others who enjoy this podcast join one of our communities below. Join the Facebook Group Join the LinkedIn Group   Leave a Review If you liked this conversation, we'd be thrilled if you'd let others know by leaving a review on Apple Podcasts. Here's a quick guide for posting a review. Review on Apple: https://remarkablepodcast.com/itunes    Podcast Better! Sign up with Libsyn and get up to 2 months free! Use promo code: RLP  

This week on The Data Stack Show, Eric and welcomes back Ruben Burdin, Founder and CEO of Stacksync as they together dismantle the myths surrounding zero-copy ETL and traditional data integration methods. Ruben reveals the complex challenges of two-way syncing between enterprise systems like Salesforce, HubSpot, and NetSuite, highlighting how existing tools often create more problems than solutions. He also introduces Stacksync's innovative approach, which uses real-time SQL-based synchronization to simplify data integration, reduce maintenance overhead, and enable more efficient operational workflows. The conversation exposes the limitations of current data transfer techniques and offers a glimpse into a more declarative, flexible approach to managing enterprise data across multiple systems. You won't want to miss it.Highlights from this week's conversation include:The Pain of Two-Way Sync and Early Integration Challenges (2:01)Zero Copy ETL: Hype vs. Reality (3:50)Data Definitions and System Complexity (7:39)Limitations of Out-of-the-Box Integrations (9:35)The CSV File: The Original Two-Way Sync (11:18)Stacksync's Approach and Capabilities (12:21)Zero Copy ETL: Technical and Business Barriers (14:22)Data Sharing, Clean Rooms, and Marketing Myths (18:40)The Reliable Loop: ETL, Transform, Reverse ETL (27:08)Business Logic Fragmentation and Maintenance (33:43)Simplifying Architecture with Real-Time Two-Way Sync (35:14)Operational Use Case: HubSpot, Salesforce, and Snowflake (39:10)Filtering, Triggers, and Real-Time Workflows (45:38)Complex Use Case: Salesforce to NetSuite with Data Discrepancies (48:56)Declarative Logic and Debugging with SQL (54:54)Connecting with Ruben and Parting Thoughts (57:58)The Data Stack Show is a weekly podcast powered by RudderStack, customer data infrastructure that enables you to deliver real-time customer event data everywhere it's needed to power smarter decisions and better customer experiences. Each week, we'll talk to data engineers, analysts, and data scientists about their experience around building and maintaining data infrastructure, delivering data and data products, and driving better outcomes across their businesses with data.RudderStack helps businesses make the most out of their customer data while ensuring data privacy and security. To learn more about RudderStack visit rudderstack.com.

Helen Russell, HubSpot's Chief People Officer, believes the age of AI is making work more human, not less. In this episode, she shares how HubSpot is approaching our culture in the AI-first era, digs into relational intelligence and the human + AI workforce, unpacks how vision, empathy, and integrity are reshaping leadership—and why outcomes, not adoption, should guide how we measure success in the AI era.

Yeni müşteri kazanmak mı, yoksa mevcut müşteriyi elde tutmak mı daha değerli?Bugünkü bölümümüzde dijital pazarlama dünyasında sıkça gözden kaçan ama aslında en yüksek yatırım geri dönüşünü (ROI) sağlayan bir stratejiyi masaya yatırıyoruz: Retention Marketing, yani müşteri tutundurma stratejileri. Reklam bütçenizin büyük bir kısmını yeni müşteri çekmeye harcıyorsanız, belki de en büyük kazanç fırsatınızı göz ardı ediyor olabilirsiniz.Retention neden bu kadar kritik?Yeni bir müşteri kazanmanın maliyeti, mevcut müşteriyi elde tutmaktan ortalama 5 ila 25 kat daha fazladır. Buna rağmen pek çok marka, sadık müşterilerine ikinci, üçüncü hatta dördüncü alışverişi yaptıracak sistemleri kurmakta geç kalıyor. Oysa küçük bir e-posta otomasyonu, bir kişisel kampanya önerisi ya da satış sonrası destek, müşteri memnuniyetini zirveye çıkarabilir.Sadık müşteri, en büyük reklamcınız olabilirBugün konuşacağımız stratejiler sadece tekrar satış oranlarını artırmakla kalmaz, aynı zamanda markanızın çevresinde bir topluluk oluşturur. Sadık müşteriler size sadece tekrar satış getirmez, aynı zamanda sizi arkadaş çevrelerine tavsiye eder, sosyal medyada markanızı savunur ve kriz anlarında bile sizi terk etmezler.Pazarlama stratejinizi tersine çevirinBu bölümde yeni müşteri kazanımına değil, elinizdekini elde tutmaya odaklanacağız. Özellikle dijital platformlar, CRM sistemleri, e-posta ve WhatsApp otomasyonları, sadakat kampanyaları gibi taktiklerle müşteriyi nasıl markaya bağlı kılabileceğinizi örneklerle açıklıyorum.İşletmeniz için örnek senaryolarBir doğal taş mağazası için hazırladığımız müşteri segmentasyon sisteminin 3 ayda nasıl %37 daha fazla sipariş getirdiğiniShopify'da kurulan bir sadakat programının geri dönüşüm oranlarını nasıl 2 katına çıkardığınıKommo CRM'de otomatikleştirilen satış sonrası destek süreçlerinin müşteri puanlamalarını nasıl yükselttiğiniVe en önemlisi, bu adımları nasıl siz de kurabilirsiniz… hepsini detaylıca anlattım.Kullanacağımız stratejiler arasında neler var?Kişiselleştirme ve segmentasyonun gücüOtomatik e-posta serileri ve hatırlatma sistemleriSatış sonrası müşteri desteğiSadakat ve ödül programlarıMüşteri yaşam boyu değeri (CLV) analizleriChurn rate'i düşürmenin yollarıKendi retention sistemini kurmak isteyenler için rehberBu bölümde teoriden çok pratiğe odaklanıyorum. Anlattığım yöntemleri Kommo CRM, HubSpot, Shopify veya diğer platformlarda birebir uygulayabilir, hemen sonuç almaya başlayabilirsiniz. Ayrıca kendi stratejisini kurmak isteyenlere özel ipuçları da bölümün sonunda yer alıyor.Sonuç: Sürdürülebilirlik yeni müşteride değil, mevcutta saklıKısa vadeli kazançlar için müşteri çekmek elbette önemli. Ancak gerçek büyüme, sadık müşteri ile gelir yaratmakta. Bu podcast bölümü, uzun vadeli marka inşası ve kârlılık için size sağlam bir yol haritası sunacak.En güncel bölüm ve paylaşımlar için podcastimi Spotify ve YouTube'da takip etmeyi unutmayın.

Chris Cunningham, founding member of ClickUp, reveals the social media strategy that drives a staggering 150M monthly impressions. This is *the* exact strategy that's also attracted major clients like VaynerMedia (yes, GaryVee literally found them through social media).Grab your notes.

In this episode of the Transform Sales Podcast: Sales Software Review Series, Eddie Bello

In this episode, we sit down with Dr. Shashank Shekhar Sharma, the founder and CEO of Expedify, a conversational CRM powered by AI. Dr. Sharma shares his incredible journey from brand management at companies like Dabur and Nestlé to pioneering the future of sales and marketing with agentic AI.We dive deep into what "agentic AI" truly means and how it's creating autonomous systems that can handle complex sales tasks, from lead enrichment to sending personalized emails in minutes. Dr. Sharma explains why smaller, agile companies might have an edge over giants like Salesforce and HubSpot in this new AI-driven landscape and how they are tackling challenges like AI hallucination and failure rates.This is a must-watch for anyone in sales, marketing, or entrepreneurship who wants to understand the profound changes AI is bringing to the industry and what skills will be crucial to stay ahead of the curve.Chapters00:00 - Intro: Meet Dr. Shashank Shekhar Sharma, Founder of an AI-Powered CRM00:49 - From Healthcare Marketing to Entrepreneurship02:51 - The Spark of Interest in Data Analytics & AI05:37 - The Genesis of Expedify & Focusing on D2C Brands10:24 - Building a CRM From Scratch with Agentic AI at its Core12:21 - What is Agentic AI? A Real-World Sales Use Case18:54 - Why are HubSpot & Salesforce Lagging in the Agentic AI Race?24:42 - Tackling the Challenge of AI Errors and Hallucinations30:05 - Will AI Replace Sales and Marketing Jobs?35:32 - How Enterprises Can Prepare for the AI Revolution39:07 - The Most Powerful Use Cases for Agentic AI in Business42:53 - What Does Entrepreneurship Mean in the Age of AI?46:22 - Outro

In this episode, we sit down with Bill Barlas, Co-Founder and Solution Architect at Quick2Bid, a fast-growing system integrator specializing in CPQ solutions for mid-market manufacturers and enterprise service providers. With over 10 years of CPQ experience, Bill shares his unique journey—from working on his first CPQ project at a plumbing company using Blueprint CPQ (now Xait CPQ) to building a consulting firm that tailors every solution from the ground up. We dive into: How Quick2Bid balances Xait CPQ, HubSpot CRM, and PandaDoc to deliver high-impact quoting solutions Why demand for product configuration on HubSpot is surging—and how they're meeting it The top 3 business drivers for CPQ buyers today: quote velocity, quote accuracy, and faster onboarding The shift away from Salesforce CPQ—and what customers are looking for instead Where AI fits into CPQ workflows (and where it doesn't) How Quick2Bid delivers projects—time & materials for CPQ, fixed price for HubSpot Plus, we get personal: Bill opens up about his martial arts practice, homeschooling his three kids, and how his mother and Kevin Geraghty (Blueprint CPQ co-founder) helped shape his career. If you're selecting a CPQ solution or want to understand the evolving CPQ landscape—from 2D visual quoting to AI-driven insights—this episode is packed with real-world insights and practical takeaways.

Ready for a better commission tracking solution? Don't miss our episode featuring suggestions on tracking your hard-earned commissions.   Register for your FREE RitterIM.com Account   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: AHIP Test Tips and Tricks for Medicare Certification Building the Foundation for Success ft. Roy Snarr Four Reasons Why Ritter Should Be Your FMO Insurance Agency How to Avoid Using Elderspeak Operating From a People-First Mentality ft. Scott Zimmerman The Best Appointment Schedulers for Insurance Agents The Difference Between Medicare & Medicaid: What That Means for Insurance Agents The Ultimate Agent Resource List Pt. 3: Staying Organized What Are Agents Responsible for Under HIPAA?   References: “Agencybloc Commissions Management.” Agencybloc.Com, AgencyBloc, www.agencybloc.com/commissions-management/. Accessed 10 June 2025. “AgencyComp Commissions Tracker.” Agencycomp.Com, AgencyComp, agencycomp.com/. Accessed 10 June 2025. “Commissionly Sales Commission Software.” Commissionly.Io, Commissionly, www.commissionly.io/. Accessed 10 June 2025. “Excel Help & Learning.” Support.Microsoft.Com, Microsoft Support, support.microsoft.com/en-us/excel. Accessed 23 June 2025. “Excel Quick and Simple Charts Tutorial.” YouTube.Com, YouTube, www.youtube.com/watch?v=TfkNkrKMF5c. Accessed 23 June 2025. “How to Create a Chart in Microsoft Excel: Step-by-Step Guide.” wikiHow.Com, wikiHow, 31 Dec. 2024, www.wikihow.com/Create-a-Graph-in-Excel. “How to Create Excel Charts and Graphs.” Blog.Hubspot.Com, HubSpot Blog, blog.hubspot.com/marketing/how-to-build-excel-graph. Accessed 23 June 2025. “Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 23 June 2025. “Medicare PRO CRM.” Medicareproapp.Com, Medicare PRO, www.medicareproapp.com/. Accessed 10 June 2025. “Radius Agency Management System.” Radiusbob.Com, Radius, www.radiusbob.com/. Accessed 10 June 2025.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance       Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel    Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/    Not affiliated with or endorsed by Medicare or any government agency. 

Kieran Flanagan is the CMO at HubSpot, where he's led the transformation of their growth strategy from SEO-led to multi-channel and AI-powered. Formerly SVP of Marketing, he helped scale HubSpot's user base to millions and revenue past $2B. Before HubSpot, he drove breakout growth at Marketo and Salesforce. Kieran is one of the most respected voices in SaaS marketing and a pioneer in growth-driven content strategy. Agenda: 00:03 – The Death of Growth Teams? Kieran's Wild Prediction 06:44 – AI Innovation Pods: The New Org Structure for Startups 10:18 – Email Personalization That Tripled Conversions 13:21 – From Software Budget to Labor Budget: The Shift is Happening 16:35 – The Big Lie: Why Autonomous Agents Still Suck 19:24 – The Secret Sauce Behind HubSpot's Email AI Stack 21:44 – Segment-Based Marketing Is Dead. Enter Micro Audiences. 24:15 – Content Collapse: Why Google Organic Is Getting Torched 30:52 – The Future of AI SEO: 1 Product, 100 Pages, Infinite Prompts 33:16 – Memory = Moat: Why ChatGPT Is Becoming Unbeatable 35:46 – Prompt Engineering is the New Coding: Here's How to Win 41:03 – The Death of the Middle Manager Marketer 46:17 – OpenAI vs. Anthropic: Kieran's $400M Bet 48:00 – Europe Is Falling Behind: The Harsh Truth on Regulation 52:39 – CMO Playbook 2025: Micro-Audiences, Creator-Led, AI at Scale    

This week Robert flies solo (Joe's busy revolutionizing dairy on the blockchain) to ask a question:  What if slower is the new smarter? After riffing on OpenAI's burnout‑induced shutdown, he unveils a sneak peek of his upcoming book, Valuable Friction. From Netflix's “Skip Intro” button to AI‑generated sameness, Robert shows how our obsession with frictionless everything is draining the meaning out of marketing...and life. Tune in for the four kinds of friction that sharpen ideas, deepen relationships, steady operations, and save you from knee‑jerk strategy. No co‑host, no fast‑forward, just 100 percent Robert. Press play, don't skip the intro, and discover why a little resistance might be your brand's unfair advantage. ----- This week's sponsor: You don't become the world's most valuable women's sports franchise by accident. Angel City Football Club did it with a little help from HubSpot. When they started, data was housed across multiple systems. HubSpot unified their website, email marketing, and fan experience in one platform. This allowed their small team of three to build an entire website in just three days. The results? Nearly 350 new sign-ups a week and 300% database growth in just two years. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Liked this show? SUBSCRIBE to this podcast on Spotify, Apple, Google and more. Catch past episodes and show notes at ThisOldMarketing.com. Catch and subscribe to our NEW show on YouTube. NOTE: You can get captions there. Subscribe to Joe Pulizzi's Orangeletter and get two free downloads direct from Joe. Subscribe to Robert Rose's newsletter at Seventh Bear.

Helen Russell, Chief People Officer at HubSpot, joined us on The Modern People Leader. We talked about how HubSpot is fostering an AI-first culture, why belonging is so important right now, and what HR leaders can do to move fast without losing their humanity.---- Sponsor Links:

Want our Product Marketing team's AI stack (live interview + prompts)? Get it here: https://clickhubspot.com/ekg Ep. 342 How can you build a robust ideal customer profile with A ?   Kipp, Kieran, and Rachel Leist (VP of Marketing for HubSpot) dive into how AI is making product marketing 10x faster—and dramatically more personalized—by automating everything from positioning docs to competitor intelligence. Learn more on how to use AI tools to instantly create customer personas, power up your sales and competitive battlecards, and scale customer interviews so you're always on the pulse of what your market needs most.  Mentions Rachel Leist https://www.linkedin.com/in/rleist/ Claude https://claude.ai/ Genspark https://www.genspark.ai/ Outset https://landing.outset.ai/ Get our guide to build your own Custom GPT: https://clickhubspot.com/customgpt We're creating our next round of content and want to ensure it tackles the challenges you're facing at work or in your business. To understand your biggest challenges we've put together a survey and we'd love to hear from you! https://bit.ly/matg-research Resource [Free] Steal our favorite AI Prompts featured on the show! Grab them here: https://clickhubspot.com/aip We're on Social Media! Follow us for everyday marketing wisdom straight to your feed YouTube: ​​https://www.youtube.com/channel/UCGtXqPiNV8YC0GMUzY-EUFg  Twitter: https://twitter.com/matgpod  TikTok: https://www.tiktok.com/@matgpod  Join our community https://landing.connect.com/matg Thank you for tuning into Marketing Against The Grain! Don't forget to hit subscribe and follow us on Apple Podcasts (so you never miss an episode)! https://podcasts.apple.com/us/podcast/marketing-against-the-grain/id1616700934   If you love this show, please leave us a 5-Star Review https://link.chtbl.com/h9_sjBKH and share your favorite episodes with friends. We really appreciate your support. Host Links: Kipp Bodnar, https://twitter.com/kippbodnar   Kieran Flanagan, https://twitter.com/searchbrat  ‘Marketing Against The Grain' is a HubSpot Original Podcast // Brought to you by Hubspot Media // Produced by Darren Clarke.

SaaStr 810: AI and the Bottom Line, How Canva Turns Freemium into Conversions with Canva's CCO Rob Giglio Join John Gleason, founder and managing partner at Success Venture Partners, as he interviews Rob Giglio, Chief Customer Officer at Canva. Rob shares his extensive experience leading customer success, sales, and go-to-market functions at top companies like HubSpot, DocuSign, and Adobe. In this episode, Rob delves into his strategic approach to scaling Canva's enterprise business while maintaining the company's unique customer-centric culture. He also discusses the integration of AI to enhance customer experiences and how value-driven customer journeys underpin Canva's growth. Perfect for aspiring CCOs and anyone interested in the intersection of customer success and sales.   00:00 Introduction and Guest Welcome 00:29 Rob's Role and Responsibilities at Canva 03:11 Career Journey and Mentorship 07:17 Building Enterprise at Canva 14:20 Customer-Centric Approach 21:42 AI Integration at Canva 24:36 Conclusion and Final Thoughts     ---- This episode of the SaaStr podcast is sponsored by: get.tech The best .coms are taken or overpriced. So you settle on a workaround domain for your website. Don't compromise. Get a clean, sharp .tech domain that instantly says: this is a tech startup. Grab yours at get.tech/saastr or via domain registrars like GoDaddy. ---- Hey everybody, SaaStr AI's next stop takes us to London on December 2nd and 3rd! It's Christmas with SaaStr and 2,000 of the best SaaS and AI leaders.    The biggest names will be there. The best networking.    Early adopter tickets are selling faster than we expected. So don't wait. With only 5 months until the event, we expect this year's SaaStr London event to sell out to capacity.    Use my code jason20pod for exclusive savings. Get your tickets now at podcast.saastrlondon.com or use code jason20pod at checkout.   SaaStr AI London – where SaaS Meets AI in London. See you there.

Nick Clason breaks down the battle between Done-for-You and custom church social media—and why your ministry might need both. Discover how a hybrid ministry strategy saves time and amplifies your church's voice. This episode unpacks it all and points you to the ☀️SUMMER Social Pack—the perfect combo of polish and personalization. ☀️ SUMMER SOCIAL MEDIA PACK https://www.patreon.com/hybridministry/shop/summer-seasonal-social-media-1540452?utmmedium=clipboardcopy&utmsource=copyLink&utmcampaign=productsharecreator&utmcontent=join_link *

Marketers are often held back by fragmented data and misaligned metrics. In this episode of The Marketing Intelligence Show by Supermetrics, leaders from HubSpot, Ascott, and Omnicom share how they're building centralized data strategies to overcome these challenges — boosting efficiency, clarity, and impact across their teams.Kat Warboys, Senior Director APAC Marketing, HubspotTan Gan Hup, Vice President Marketing, Loyalty & Partnerships, The Ascott LimitedHayley Monteiro, Head of Media Implementation, Omnicom Media Group AustraliaListen now to discover how they're connecting the dots between data and results.

Send us a textTech leader and autistic advocate Shea Belsky joins April Ratchford to discuss neurodiversity in the workplace, self-advocacy in college, and building inclusive startups. Shea opens up about his journey from Cornell to HubSpot, co-founding Mentra (a platform for neurodivergent hiring), and what it takes to lead authentically while autistic.We explore:Navigating accommodations in higher educationFounding a startup for autistic job seekersWhy communication differences are leadership strengthsLearning from failure and choosing visibilityEmpowerment beyond masking

Most GTM teams are stuck in a 10-year-old playbook — Anthony Enrico, Founder and CEO of LeanScale, shows how to break the cycle. Previously Head of RevOps at Boast.AI, where he helped scale the company past $20M ARR, Anthony now advises and enables dozens of founders and revenue leaders to engineer growth without burning headcount. He also shares how they help high-growth startups scale RevOps with a lean, efficient GTM motion. Specifically, Anthony discusses:(05:25) Startups replace brute-force growth with RevOps to boost revenue per FTE.(15:49) Most teams underinvest in the brand despite its long-term impact.(20:29) Use a data warehouse — not your CRM — for unified reporting.(25:18) Clay transforms RevOps with scalable, integrated data enrichment.(30:48) Default uses AI to route leads and trigger workflows across tools.(35:42) Amplemarket targets fundraisers and job changes with precise outreach.(40:28) AI is most effective when humans fine-tune for quality and authenticity.(44:44) Early days are easiest — scaling means harder niches and messaging.(54:46) Bootstrapping forced them to hire fewer, better people and build processes early.(01:03:33) A solo GTM dashboard tracks pipeline, ops and conversion rates.Resources Mentioned:Anthony Enricohttps://www.linkedin.com/in/anthonyenrico/LeanScale | LinkedInhttps://www.linkedin.com/company/leanscale/LeanScale | Websitehttps://www.leanscale.teamAmplemarkethttps://www.amplemarket.com/Clayhttps://www.clay.com/Ocean.iohttp://ocean.ioDefaulthttps://www.default.com/ChurnZerohttps://churnzero.com/Riversidehttps://riverside.fm/This episode is brought to you by:Leverage community-led growth to skyrocket your business. From Grassroots to Greatness by author Lloyed Lobo will help you master 13 game-changing rules from some of the most iconic brands in the world — like Apple, Atlassian, CrossFit, Harley-Davidson, HubSpot, Red Bull and many more — to attract superfans of your own that will propel you to new heights. Grab your copy today at FromGrassrootsToGreatness.comEach year the U.S. and Canadian governments provide more than $20 billion in R&D tax credits and innovation incentives to fund businesses. But the application process is cumbersome, prone to costly audits, and receiving the money can take as long as 16 months. Boast automates this process, enabling companies to get more money faster without the paperwork and audit risk. We don't get paid until you do! Find out if you qualify today at https://Boast.AILaunch Academy is one of the top global tech hubs for international entrepreneurs and a designated organization for Canada's Startup Visa. Since 2012, Launch has worked with more than 6,000 entrepreneurs from over 100 countries, of which 300 have grown their startups to seed and Series A stage and raised over $2 billion in funding. To learn more about Launch's programs or the Canadian Startup Visa, visit https://LaunchAcademy.caContent Allies helps B2B companies build revenue-generating podcasts. We recommend them to any B2B company that is looking to launch or streamline its podcast production. Learn more at https://contentallies.com#RevOps #GTMstrategy #B2Bgrowth #Product #Marketing #Innovation #StartUp #GenerativeAI #AI

En el mundo de las ventas, muchas veces el problema no está en el producto ni en el precio, sino en el proceso. Jorgito Closer, conferencista internacional y formador de equipos comerciales en más de 15 países, lo tiene claro: “El error más común está en crear el producto y salir a vender sin tener claridad dónde está nuestro cliente ideal y qué dolor prevalece en nuestra audiencia”. Según él, no dedicarle tiempo a construir un buyer persona limita las posibilidades de crear una comunicación y una oferta que realmente cierre ventas. En lugar de enfocarse en cómo transformar con su producto, muchos emprendedores arrancan con la obsesión de ganar dinero. “Mucha gente comienza con la idea de pensar en cómo ganar dinero más que en cómo va a transformar su producto”, advierte. Pero el verdadero cambio ocurre cuando entendemos que vender no es empujar, sino conectar. “Manipular es ofrecerle o meterle por los ojos al cliente un producto que no necesita, a través del miedo y plazos. Y la persuasión es a través de mensajes positivos, donde sabemos que ese cliente necesita nuestro producto”, resalta nuestro invitado. En su metodología, la empatía juega un papel central. “Hay personas que compran en automático y otras que necesitan de la ayuda de una persona, por eso es muy importante la empatía con el cliente”, explica. Jorgito no solo entrena habilidades técnicas, también enseña a conectar con las personas: “Les debe gustar escuchar nuevas historias todos los días, porque es desde ahí desde donde transmito mi energía y emoción”. Uno de los gestos más simples (y más olvidados) es humanizar el trato. Jorgito lo resume en una regla práctica: “Tengo una fórmula, y es nombrar al menos tres veces a tu cliente, di una vez ‘por favor' y ‘gracias'. Eso es elevar la confianza con el cliente”. Claro que para que todo esto funcione de manera sostenida, hay que tener estructura. “Es indispensable tener un CRM… He utilizado mucho Trengo, Zero, Whaticket, Hubspot y Kommo. Hay distintos CRMs para organizar el seguimiento y tener control de los clientes que van a llegar. Debes tener organizado todo por etiquetas”, subraya nuestro experto. No se trata solo de vender una vez, sino de sistematizar el proceso de ventas. Y ese proceso comienza, siempre, con preguntas: “Vender es preguntar. Debes entrar al problema, implicarte, visualizar y comprometerte. Lo que debemos dominar cuando arrancamos con nuestro prospecto es conocer el problema y empezar a conocer al cliente”. La clave está en escuchar con atención desde el inicio, porque muchas de las objeciones que surgen en el cierre se responden con lo que el cliente ya contó al principio. “Para eso debemos construir más las preguntas gracias a lo que nos contó en el principio de la venta”, sostiene Jorgito. Pero incluso con un proceso sólido, la resistencia aparece: “Cuando una persona dice que lo tiene que pensar, consultar o que le parece caro el precio, es importante que el vendedor se coloque en los zapatos del cliente, y eso lo debe hacer antes de preguntar o argumentar”. Aquí, la empatía vuelve a ser esencial. Y sobre todo, la paciencia. “Como regla de oro, no hay que renunciar antes de tiempo. Si el cliente me lo permite, yo continúo”, afirma nuestro invitado. Con más de $18 millones generados a través de sus metodologías, Jorgito Closer no solo enseña a cerrar. Enseña a escuchar, conectar y transformar. Porque vender, al final del día, es un acto de confianza mutua. Instagram: @jorgito_closer

Episode 273:  It is understanding your progress and the shifts you need to make toward achieving your year-end goals:    Mid-year is the perfect time to reassess, refocus, and reignite your sales strategies. Whether you're ahead of your quotas or trying to make up for lost ground, the next six months offer countless opportunities to optimize your performance. I will share nine key strategies that will help you refocus, boost growth, meet your targets, and elevate your sales performance.   We must begin by honestly assessing our performance in the first half of the year. There is no judgment, just an evaluation of what we have accomplished, areas of progress, and the following steps to commit to.   1. Refine Your Product Pitch   Your product pitch is a powerful tool that can significantly impact your success. Now is the time to evaluate and refine it. Test your pitch with colleagues or mentors, gather feedback, and make adjustments to make it more engaging and tailored to your client's needs. Tools like sales pitch refinement apps and AI platforms can provide valuable insights into the tone, clarity, and effectiveness of your pitch. 2. Double Down on Client Relationships   Strong client relationships are the cornerstone of long-term sales success. Mid-year is an ideal time to check in with your existing customers. Celebrate the wins they've had since partnering with you, or inquire about any changes in their needs or goals. Use this insight to strengthen your collaboration. 3. Leverage Advanced CRM Tools   Are you fully utilizing your customer relationship management (CRM) platform? Tools like Salesforce and HubSpot go beyond managing leads; they provide data-backed insights into client behavior, predict purchasing patterns, and help automate follow-ups. Mid-year is an ideal time to clean up your CRM data and maximize the tool's potential to enhance lead engagement and increase meeting and sales conversions. 4. Focus on Qualified Leads   Not all leads are created equal. Revisit your lead generation strategy and prioritize prospects most likely to convert. It will ensure that you target prospects who align with your ideal customer profile, keeping your pipeline lean yet high-quality. 5. Elevate Your Follow-Up Process   Studies show that 80% of sales require 5+ follow-ups, yet many of us stop after just one or two. Develop a follow-up process that is both persistent and respectful, utilizing personalized emails, value-driven updates, and call-back schedules to ensure effective communication. Make your follow-up customized, not automated. 6. Track & Celebrate Milestones   Take time to track progress towards your goals and celebrate milestones, no matter how small. It will not only boost team morale but also provide an opportunity to reflect on what's working and make adjustments to elements that need improvement. Use performance tracking tools to measure how close you are to achieving (or exceeding) your quotas. 7. Stay On Top of Industry Trends   The sales landscape is constantly evolving, with new tools, tactics, and challenges consistently emerging. To stay ahead, dedicate time each week to reading industry blogs, attending webinars, or networking with other professionals. Whether it's harnessing AI to improve productivity or exploring new markets, staying informed will help you stay competitive. 8. Engage in Sales Coaching or Mentorship   Even the most experienced sales professionals benefit from structured coaching or guidance from a mentor. A coach can help you identify blind spots, optimize your strategies, and inspire creativity in your approach. If you don't currently have a mentor or access to coaching, consider joining online communities or forums for sales professionals to exchange tips and advice. 9. Make Data-Driven Decisions   Data increasingly drives sales. Utilize tools such as Google Analytics, LinkedIn Insights, or your in-house analytics platforms to identify trends, assess performance, and forecast customer behavior. Refine strategies using historical data and adopt an iterative approach to improving your success rate.   Remember, thriving in sales requires a balance of persistence, personal development, and adaptability. These mid-year strategies can help you reassess your current status and set yourself up for a strong second half of the year.   Start by identifying one or two areas where you can make immediate improvements, and take action today. There's no better time to refine your game, inspire client trust, and achieve your goals.   How do you plan to supercharge your sales performance this year? Your thoughts and favorite strategies are valuable to us, so please share them below!   If someone can benefit from this episode, please share it with them.   Until next time, Keep Making Progress.    Connect with Lisa: https://www.linkedin.com/in/lisathal/ http://threewordmeetings.com http://threewordpodcast

In this episode of Robots and Red Tape, host Nick Schutt chats with Peter Dudka, Founder and CEO of Dual Logic, about AI adoption for small and midsize businesses (SMBs). From edtech product leadership to launching an AI consulting firm for SaaS, nonprofits, and professional services, Peter shares insights on overcoming barriers and leveraging AI effectively.The conversation covers:From Edtech to AI: Peter's journey from early ChatGPT experiments to founding Dual Logic.SMB AI Challenges: Why SMBs lag in AI adoption and how to bridge the gap.AI Strengths and Limits: LLMs excel at content creation and summarization but struggle with complex reasoning.Interoperability Trend: Connecting AI to tools like HubSpot streamlines workflows.Compliance and Literacy: Navigating data privacy and boosting AI literacy to combat risks like misinformation.AI-Ready Culture: Identifying champions and aligning AI with organizational values.Advice for Leaders: Start small with tools like Copilot to drive innovation.Peter emphasizes thoughtful AI integration to enhance productivity while preserving human connection. Tune in for practical tips to help SMBs thrive in the AI era.To learn more about Dual Logic: https://www.linkedin.com/company/duallogic/

Should you email or call prospects? Which method is best for effectively reaching your clients? To find out, listen to my chat with Matt Tharp, the CEO of Hunter.io. He provides data and insights on why businesses should focus more on cold email than cold calling.Meet Matt TharpMatt might be perceived as biased towards email since he's the CEO of Hunter.io, but he was drawn to the company precisely because of its commitment to email.He enjoys working with fast-moving businesses that prioritize high velocity and product-led growth strategies. He believes this approach helps build a robust pipeline with marketing, while the sales motion supports and supplements that pipeline.Sales-driven models, heavily dependent on closing the next deal, can make it challenging for new sellers or businesses to find their footing. Relying solely on cold calling makes pipeline building particularly difficult, and the current business environment is only making cold calling harder.Matt shares his own experience as a decision-maker: if someone cold calls him unexpectedly, he's likely to get annoyed because it almost always interrupts something he's doing.Marketing Strategy for Email OutreachMatt and his team conducted research to determine which marketing strategy prospects prefer. The results showed that 61% prefer cold emails, while less than 10% prefer cold calling. He also found that individuals in the US prefer digital outreach 71% more than calling.To successfully begin email outreach, Matt suggests keeping two key things in mind:1. How you build and segment your email list.2. How you write your content.He advises against trying to reach everyone when building your list. Instead, personalize it and make it relevant to your target audience. Keep your audience segments under 100 contacts to help maintain message relevance.Subject Line TrendsTo create subject lines that generate clicks, Matt emphasizes the importance of addressing a problem the buyer is facing.It's better not to be overly playful. Instead, speak to a problem that prospects genuinely care about, and in the first one or two sentences, demonstrate that you are there to solve it. Then, explain how you will solve their problem. The final step involves adding a clear and easy call to action at the bottom of the email."Looking at current trends for business scaling investments, it's clear: phone calls are becoming less and less effective." - Matt Tharp.ResourcesIf you need help scaling your business with email outreach, consider Hunter.io (I highly recommend it). If you like more guidance with improving your sales skills, join my Sales Mastermind Class.Thinking about starting a podcast yourself? Learn more about Blue Mango Studios. Sponsorship OffersThis episode is brought to you in part by Hubspot.With HubSpot sales hubs, your data tools and teams join a single platform to close deals and turn prospects into pipelines. Try it for yourself at hubspot.com/sales.2. This episode is brought to you in part by LinkedIn.Are you tired of prospective clients not responding to your emails? Sign up for a free 60-day trial of LinkedIn Sales Navigator at

Gary Bailey is the founder at The Talent Capitalist, where he teaches monetization as a discipline, and serves as a finance and monetization consultant at FinTech Strategic Advisors.  With a background that spans from banking and derivatives pricing in the 1990s to coaching the rise of AI monetization product managers today, Gary brings a unique perspective to value capture and pricing strategy.  In this episode, Gary shares his insights on the distinction between pricing and monetization, drawing from his experience pricing hundreds of thousands of different financial instruments to help modern AI companies think about value capture. He explores the controversial topic of contextual pricing - why companies like Google and Facebook price millions of micro-transactions differently based on context, time, and user behavior.  Together with Mark, they dive deep into the Jobs-to-be-Done framework, debate whether it's different from problem-solution thinking, and tackle the thorny issue of when dynamic pricing crosses the line from smart segmentation to sleazy manipulation.   Why you have to check out today's podcast: Learn the difference between pricing and monetization, and why value capture is the real game-changer for sustainable business growth. Discover how AI companies can price thousands of different use cases without overwhelming customers or appearing manipulative. Understand when contextual pricing is smart segmentation versus when it becomes unethically sleazy.   "Hire a pricing person, and that's it really, because they're going to throw some things that you hate, throw some things that you like in the same way that you wouldn't ordinarily try and clear your drain all the time on your own. Why would you not [have] someone clear your pricing issues?" – Gary Bailey   Topics Covered: 01:32 – From banking derivatives to AI: Gary's pricing journey through 100,000+ financial instruments 03:28 – Monetization vs. Pricing: Why value capture matters more than price points 06:26 – The Jobs-to-be-Done debate: Are foundational problems the same as jobs? 12:14 – The umbrella test: Distinguishing core jobs from feature-level problems 15:32 – Why SaaS companies struggle: The 10,000 use cases pricing challenge 16:48 – Google and Facebook's secret: Pricing millions of micro-transactions contextually 18:00 – The factorial complexity problem: When features create exponential pricing opportunities 21:30 – When pricing becomes sleazy: The ethics of contextual price discrimination 23:27 – Airlines and Amazon: When dynamic pricing crosses the line 25:52 – AI for strategic moats: How Gary helps founders identify key monetization metrics 29:09 – Using AI as a pricing sounding board: Context + diagrams = better insights 30:19 – Final advice: Why every company needs a pricing person   Key Takeaways: "Monetization is really how much of the value that you create are you capturing, and what is the system behind you consistently capturing that value." – Gary Bailey "Most of the companies that we know, startups that talk about generating revenue, but very few talk about value capture." – Gary Bailey "In reality, the most optimal pricing would be to price every single one of those problems individually." – Gary Bailey "When it gets scammy... I think in some of the healthcare stuff, the PBM stuff and some of the other things do I think, well, that's a little bit risky with healthcare and stuff, but I think people are used to it because they experience it in everyday life." – Gary Bailey   Resources and People Mentioned: The Talent Capitalist: https://www.linkedin.com/company/the-talent-capitalist/ FinTech Strategic Advisors: https://www.ftadvisory.co.uk/ Salesforce: https://www.salesforce.com/ HubSpot: https://www.hubspot.com/ Google/Facebook/Meta: Examples of companies with sophisticated contextual pricing Amazon: https://www.amazon.com/ OpenAI/ChatGPT: https://openai.com/   Connect with Gary Bailey: LinkedIn: https://www.linkedin.com/in/gary-bailey-monetization-cfo/   Connect with Mark Stiving: LinkedIn: https://www.linkedin.com/in/stiving/ Email: mark@impactpricing.com  

If you want to create content that truly resonates, start by listening. Your audience is already telling you what they care about—you just need to ask the right questions and use their answers to fuel smarter, more personalized marketing. That's a quote from Rachael Bassey and a sneak peek at today's episode.Hi there, I'm Kerry Curran—B2B revenue-growth executive advisor, industry analyst, and host of Revenue Boost, a marketing podcast. Every episode, I sit down with top experts to bring you actionable strategies that drive real results. If you're serious about growth, hit subscribe and stay ahead of the competition.In From Insight to Impact: Smarter Research for Personalization That Resonates, I sit down with Rachael Bassey. She's the research partner to SaaS companies and the founder of ContentCollab.co. We explore how small marketing teams can personalize content at scale through smarter, more targeted audience research. We dig into practical ways to uncover buyer pain points, engage prospects through collaboration, and create content that stands out—especially in a sea of generic AI overviews.If you're looking for a way to connect your content strategy to pipeline impact, you don't want to miss this conversation. Be sure to stay tuned to the end, where Rachael shares how to turn contributors into loyal brand advocates and why that's the smartest way to grow both your content and your customer base. Be sure to subscribe and leave a review so you don't miss future episodes packed with actionable advice. Let's go!Kerry Curran, RBMA (00:01.72)So welcome Rachael, please introduce yourself and share your background and expertise.Rachael Bassey (00:07.279)Hey everyone, I'm Rachael Bassey. People call me Ray—Ray of Sunshine, more like it. I work as a research partner for SaaS companies. My specialization or expertise is helping companies create original research reports. I'll dive into what these reports are and my process later, but in a nutshell, that's it.Kerry Curran, RBMA (00:41.966)Excellent. Well, thank you. I'm very excited to have you join us today because content is so critically important—especially original content and research specific to the audience. So talk to us a bit about what you're seeing and hearing as you're talking to your prospects or clients. What are the needs in the marketplace these days when it comes to getting smarter, better content?Rachael Bassey (01:10.529)Okay, before I get into that—thank you so much, Kerry, for having me. Really, thank you. So two things: One—AI. You have small companies that are like, “Why bother hiring a writer when I can just go to ChatGPT and say, ‘Help me with my content plan, content calendar, and 50 articles for my blog' and get it done?” But then, a lot of people can easily spot articles written by ChatGPT, and people are tired of the robotic voice—even though I use a lot of it. People want to hear things that actually sound human.People are also hungry for data—things they can benchmark their performance against.Then on the other hand, budgets are being cut everywhere—left, right, and center. So CEOs and founders are asking, “Why should I invest more in marketing? How do we tie marketing to revenue?”There's a debate around, “Is the whole marketing funnel even relevant anymore?”You just have different arguments around whether it's important to invest in marketing or if we should even bother right now. That's pretty much what I'm seeing in the space.Kerry Curran, RBMA (03:01.484)Yeah, definitely. And it's so true—I can't have a conversation about marketing without AI being front and center. There's a lot of value there, but to your point, if you're putting all your creativity into the AI model, you're not going to get the quality you need.Adding to that, AI also impacts search results. If you're just producing generic content, your rankings will suffer. You have to get smarter about content structure so your expertise can rank better.So much opportunity here. Talk to me about how you're solving this—how are you helping your clients?Rachael Bassey (04:03.102)Great. Okay, so I'll just do a bit of a rundown.I worked with a company called Databox back in 2019. I'm no longer with them, but we started what I like to call collaborative marketing before it was even a thing. Back then, people didn't really care about talking to real people or experts and collaborating with them to create content.Now you go on LinkedIn and see a lot of people talking about original research, but before it became the trend, we were doing it. We were a small marketing team. I was employee 25 in the company, and our team had just three people: John, Bella, and me.When you have a small marketing team, you wear many hats. You might not even be an expert in the industry, yet you're expected to write 50 articles in two months. So we said, “Let's collaborate with our customers and prospects.”At the time, agencies made up the majority of Databox's clients. I would spend so much time on directories like Agency Spotter, HubSpot, and Pipedrive to find and connect with them.It made so much sense to involve these people in our content production process. We'd create simple surveys, ask them specific questions, collect their answers or insights, and publish blog articles based on their input.Eventually, we stepped it up to create benchmark reports. For example, if you're a Facebook advertiser, and your click-through rate is 2.4%, what's the industry average? We could provide that kind of insight—so companies could compare and see where they stood.That's how we scaled from publishing two articles a week to an article every day.I moved on from Databox and later worked at a company called Terkel—now known as Featured. If you know HARO, Featured is kind of a competitor.I thought, “Okay, I did this for Databox, and I know it works—how can I do this for multiple companies at once?” So at Featured, I worked with smaller teams to help them understand it's okay not to have a big marketing budget.You can still do really good work if you focus on involving customers and prospects in your content creation process. Right now, if I were to write about civil engineering, it would be based only on what I find online. But if I talk to civil engineers who spend 8 hours a day on site, they'll give me insights no AI model can produce.Your experience, Kerry, is unique to you. ChatGPT can't replicate it.Then I started my own thing after Featured—but that's the origin.Kerry Curran, RBMA (09:07.552)Excellent. So talk to me about the process though. You're identifying the client's target audience and interviewing them. You said you research to find the right experts—how do you even start with what to ask them?Rachael Bassey (09:26.34)Great. So it depends on the level I'm working with. For example, one current client—during our first meeting, I asked about their ideal clients, and the founder listed eight different groups. I said, “How do I even reach out to that many groups? You can't possibly cater to eight.”Some companies aren't even clear on their ICP, so I always say, “First, we need to get that right.”Because once you know your ICP, everything else is much easier.So, first I ask:Who are your ideal clients?Where are they based?What do they talk about?What do they write about?For this particular client, I've been spending 80% of my work time in Facebook groups. I don't even know why I'm paying for LinkedIn Premium right now! I'm just listening to bloggers, creators, and entrepreneurs to understand what they're really talking about and interested in.Especially since this client is a Shopify theme developer, I'm trying to determine if the market actually wants what they're building—or if it's just a nice idea that nobody asked for.Once I do enough listening, I reach out to these audiences with a basic survey I've created. That survey is designed to surface their pain points.If a majority of respondents don't list monetizing their content as a pain point, for example, then that's a sign we shouldn't be investing in a solution for it.And sometimes people don't even know they have a problem until you talk to them.So first, I help my clients clarify their ICP—if they haven't already. Many clients I've worked with thought they had their ICP nailed, but after talking to customers, they ended up pivoting or refining it.Rachael Bassey (12:13.696)Next, I work with them to define what I call the "Ideal Contributor Profile" too—not just the ideal customer.For example, Kerry, if you were my ideal customer, I'd ask:Where do you live? What's your title? What's your industry? How many employees are at your company? Sometimes, trying to reach a VP at a 5,000-person company is a waste of time. You'll need approval from too many layers, and it's like going to court.So once we define who our ideal contributors are, I use LinkedIn filters—sometimes even certifications (like HubSpot Certified, for instance)—to find highly qualified individuals.It's not just about gathering insights. We want insights from people who can also become customers down the line. That way, the work serves both marketing and sales goals.For example, one client was in influencer marketing. At first, they wanted to gather input from agencies. But I said, “Let's focus on in-house influencer marketing professionals at eCommerce brands—because those are your buyers.”So we shifted our survey strategy. Now, instead of collecting insights just for backlinks or SEO, we're engaging the people who might actually buy the product.That way, when the marketing manager follows up to thank them for contributing, it's not just relationship-building—it's lead generation.We've even had contributors say, “I've been thinking about buying a tool like this—can I get a free trial?” Of course! That's exactly the goal.Kerry Curran, RBMA (17:10.028)No—and you're so right. And you're so smart, because I think we spend—personally, I spend—so much time researching. But to actually start interviewing your target audience, especially those who aren't already customers, is just brilliant.It's not necessarily easy, but it's manageable. Especially if someone like you is guiding the process.Tell us—how can people get in touch with you?Rachael Bassey (27:43.904)Rachael Bassey—not the American spelling! It's R-A-C-H-A-E-L. That's important. And Bassey is B-A-S-S-E-Y.I spend a lot of time on LinkedIn, so that's the best place to find me.I'm currently working on my website: contentcollab.co. Or feel free to email me: rachael@contentcollab.co. That's content and collab—C-O-L-L-A-B—dot co.Kerry Curran, RBMA (28:24.682)Excellent. Thank you, Rachael. I'll put all your contact information in the show notes. And thank you for reaching out on LinkedIn and asking to be on the show—this topic was so actionable.I already know what my takeaways are, and I'm sure our listeners will feel the same way. Thank you again.Rachael Bassey (28:45.22)Thank you so much, Kerry, for having me. This was lovely.Huge thanks to Rachael Bassey for joining us today. Her insights on using original research to create personalized, relevant, and scalable content are exactly what modern marketers need right now.If this episode sparked ideas for how your team can better connect with your audience, share it with a colleague—and don't forget to subscribe and leave a review.For more strategies to connect marketing with revenue, head over to revenuebasedmarketing.com.And please follow me, Kerry Curran, on LinkedIn. We'll see you soon. Flat or slowing revenue? Let's fix that—fast.Revenue Boost: A Marketing Podcast delivers the proven plays, sharp insights, and “steal-this-today” tactics that high-growth teams swear by.Follow / Subscribe on Apple, Spotify, and YouTubeTap ⭐⭐⭐⭐⭐ if the insights move your metrics—every rating fuels more game-changing episodes

In this episode of the CPQ Podcast, we're joined by Nikhil Muralitharan, Senior Director of Product Marketing at Chargebee, to explore how modern CPQ solutions are evolving for software and digital service businesses. Nikhil shares his unique journey from software engineering to product marketing leadership—and how his career path mirrors his personal theme of "connecting the dots." We dive deep into Chargebee's API-first, modular CPQ platform, built to support hybrid sales motions like PLG and sales-assisted selling—without maintaining separate catalogs or tech stacks. With customers ranging from $3M to $150M in revenue across the UK, Europe, ANZ, and North America, Chargebee offers out-of-the-box integrations with Salesforce, HubSpot, NetSuite, Sage Intacct, and over 60 other systems. Nikhil also discusses: Their AI-generated quote summaries and vision for CPQ in an AI-native world Why sales and finance teams should operate from a shared data foundation Chargebee's approach to billing-first CPQ architecture, SOC 1/SOC 2 and ISO 27001 compliance A new guided selling experience launching later this year Their 6-stage implementation methodology and fast go-live timelines If you're looking for a CPQ solution designed for digital growth, flexible pricing models, and enterprise-grade compliance—this episode is a must-listen.

If you're struggling to make it as a seller, you may be unknowingly doing things that a top performer would never do. To help you figure out what you may be doing wrong, I'm going back to episode 1831 with my chat with Andrew Barbuto, a seasoned sales professional and author. He shares five things that top-performing sellers always do to help them succeed in finding clients and closing deals. Andrew Barbuto's BackgroundAndrew Barbuto is an accomplished sales professional and author with a deep understanding of the intricacies of top-performing sales strategies. He shares his sales methodologies in his insightful book, “Top Sales Producer: How To Crush Your Sales Quota.” Andrew's commitment to excellence in sales makes him a valuable resource for anyone aspiring to elevate their sales performance and effectively manage their client interactions.Key Practices of Top PerformersAndrew shares the five things that top performers do differently than average performers. 1. Time Management: Top performers allocate their time to maximize revenue-generating activities. Start early on your work tasks and focus only on the ones that bring in money. Also, don't forget to put the phone down to help avoid distractions.2. Research: You may find researching on a specific client to be long and boring, but it's one of the most important tasks top performers do. Andrew explains that rather than adopting a broad approach, successful sellers conduct targeted research to identify and connect with the right prospects. 3. Meeting Preparation: You can avoid generic questions and tailor conversations to address specific needs by coming to a meeting prepared. This is why it's important to research a prospect before contacting them. 4. Prospecting Activities: Andrew recommends employing a multi-channel approach with at least seven touch points, including phone calls, emails, and LinkedIn messages. This persistence helps in turning cold prospects into warm leads.5. Leveraging CRM: Creating detailed notes will allow you to maintain contact with prospects and provide personalized value to each one of them. You can do this by using a CRM system to help strengthen your client relationships. “Top producers typically will try to allocate as much time as they possibly can to revenue-generating activities.” – Andrew Barbuto.Resources Learn more sales tips from Andrew from his book,“Top Sales Producer: How To Crush Your Sales Quota.”Follow Andrew on LinkedIn and YouTube. Download Andrew's cold outreach strategy to book more clients. If you like more guidance with improving your sales skills, join my Sales Mastermind Class.Thinking about starting a podcast yourself? Learn more about Blue Mango Studios. Sponsorship OffersThis episode is brought to you in part by Hubspot.With HubSpot sales hubs, your data tools and teams join a single platform to close deals and turn prospects into pipelines. Try it for yourself at

After a quick cover of the Cloudflare news where it will be possible to select and make money from AI companies crawling your site, Joe and Robert dive into marketing plan B. Specifically -  The New Normal: Why Everyone Needs a Personal Brand (Even If You're Not Selling Anything) The collapse of the idea that a job = stability. From creators to CMOs: why everyone needs visibility. The difference between self-promotion and self-preservation. Hot take: You're always in stealth mode for your next job (even if you don't know it yet). And...Content as Career Insurance: Best Practices for Building Your Brand What platforms actually matter (and which ones are dead weight)? Where to start? We have the answers in this episode. ----- This week's links: Cloudflare Launches AI Marketplace Paramount Settles Trump Case Joe's Newsletter Post on Freedom ----- This week's sponsor: You don't become the world's most valuable women's sports franchise by accident. Angel City Football Club did it with a little help from HubSpot. When they started, data was housed across multiple systems. HubSpot unified their website, email marketing, and fan experience in one platform. This allowed their small team of three to build an entire website in just three days. The results? Nearly 350 new sign-ups a week and 300% database growth in just two years. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Liked this show? SUBSCRIBE to this podcast on Spotify, Apple, Google and more. Catch past episodes and show notes at ThisOldMarketing.com. Catch and subscribe to our NEW show on YouTube. NOTE: You can get captions there. Subscribe to Joe Pulizzi's Orangeletter and get two free downloads direct from Joe. Subscribe to Robert Rose's newsletter at Seventh Bear.  

HOW TO ASSESS JOB CANDIDATES FOR AI LITERACY?   There is no company in the world that is not interested in becoming more AI-enabled. One of the ways to do this is directly relevant to us - recruit new people who can bring up the level of AI literacy in the workforce. In a direct analogy to the digitisation wave of the early 2000's, we now have the AI wave of the 2020's - becoming AI-enabled by hiring AI-enabled employees.   Question is...how do we assess for this? This is the topic of Brainfood Live   - What is AI-literacy? - How close are we to an industry consensus on levels of capability? - Can we identify AI literacy on CV / background? - If so, what signals? - If not, can we do so via any other online method? - What is the best interview technique to assess candidates AI-fluency? - How do we assess in a non-interview based way? - What assessment tech assists that can help us with this? - Does AI fluency correlate with traits or attributes in any way? - For recruiter roles - what kind of assessments should we undertake to hire AI-fluent candidates?   All this and more with Martyn Redstone, Founder, Eunomia HR, Johannes Sundlo, FullStack HR & friends   We are on Friday 4th July, 2pm BST - follow the channel here (recommended) and save your spot for this demo by clicking on the green button.     Ep315 is sponsored by our friends BrightHire   BrightHire is the leading Interview Intelligence platform, used by teams at Canva, Hubspot, Ramp, Webflow, and 500+ other organizations to:   Scale structured interview planning   Improve interview quality   Speed up feedback   Level up quality of hiring decisions   Optimize with powerful insights   Learn why world class companies choose BrightHire to drive significant efficiency while raising the bar.  

We were joined by people leaders from Glassdoor, Asana, and Upstart. We talked about the fragmented burnout and how it's hitting people differently, how performance expectations have shifted in the last 6-12 months, and more.---- Sponsor Links:

Fabian Valado, General Manager at BFJ, has done it all—sold at a loss just to get experience, taught clients how to buy, and scaled his agency into working with customers in the 500k—1M contact range by staying relentlessly focused on outcomes. In this episode of Owning the Outcome, Fabian talks candidly about what it takes to grow from small partner to enterprise-ready seller. He gets into how to win over IT blockers in healthcare, why 50% of the job is customer service and teaching, and what he considers the bar for excellence as a HubSpot partner. If you're a partner looking to scale, navigate complex sales, or just want a front-row seat to how technical operators win in the age of AI—this one's for you.

You have thousands of prospects coming to your website daily, yet 80% of them don't even sign up for your newsletter. What can you do to turn this around?My guest, Dan Novaes, the founder and CEO of Mode Mobile, is here to tell you how in this quick chat. His advice will make your prospects give away their emails as soon as they click on your website.Meet Dan NovaesDan Novaes is the CEO of Mode Mobile and creator of the EarnPhone. Mode Mobile is revolutionizing the mobile industry with its “Earn As You Go” software, enabling millions of users to turn daily smartphone habits into passive income.Under Dan's leadership, Mode Mobile achieved 32,481% revenue growth (2019–2022), earned the #1 spot in software on Deloitte's2023 Technology Fast 500 List, and pioneered a fundraising model leveraging 30,000+ everyday investors. Now, they're on a mission to reach1 million shareholders while tackling a $1 trillion market opportunity.Turning Around Investor Page TroublesEven though his company's landing page was doing well, he saw that his investor page was struggling to retain prospects. Dan provides the steps he and his team took to make the changes.Knowing that he doesn't really know what's going on in a prospect's world when they're looking at the page, he decided it would be best to send reminders to entice their return. He also found that offering an incentive for returning entices prospects even more.Dan achieved a 600% return by applying this method to his marketing efforts. He spent $ 15,000 to start the efforts, and in a short period, he ended up with a $ 750,000 return.The Most Important ComponentsWhile conducting the marketing research, he discovered that certain components were most effective in achieving his goals.One was targeting the older demographics aged 55 and above. He found that boomers were more receptive than the younger generation. He also found that it is important to put a name to the face within the email. The last component Dan shares is how truly important copywriting is, even in this AI-driven world we live in today. “People don't invest enough in copywriting. The message has to hit just right. You don't want to just have AI write generate copy.” - Dan Novaes. ResourcesWant to learn more about Dan? Visit Invest.ModeMobile.com Consider using these resources for your marketing efforts: Retention and Beehiiv. If you like more guidance with improving your sales skills, join my Sales Mastermind Class. Thinking about starting a podcast yourself? Learn more about Blue Mango Studios. Sponsorship OffersThis episode is brought to you in part by Hubspot.With HubSpot sales hubs, your data tools and teams join a single platform to close deals and turn prospects into pipelines. Try it for yourself at hubspot.com/sales.2. This episode is brought to you in part by LinkedIn.Are you tired of prospective clients not responding to your emails? Sign up for a free 60-day trial of LinkedIn Sales Navigator at

00:00 Is the Hubspot ChatGPT Integration Any Good?13:56 Are Finance Teams Too Deterministic?Hear more from us:Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8wSubscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletterFollow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/

No matter what you're doing right now, cold outreach should be a part of your game. I'm returning to episode 1605 with Tanner Stewart, Sr. BDR Manager at Activated Insights, where he shares three tips on how to handle every single cold call. Meet Tanner StewartAt the time of the interview, Tanner was an account executive at Home Care Plus. Previously, he worked as a BDR with the same company for approximately two years. In these roles, he gained experience in conducting cold outreach every day. Now he is a Sr. BDR Manager with a new company, Activated Insights. The Biggest Challenge Sellers Face When It ComesTo Cold OutreachTanner shares how most sellers don't know which prospects they should call in the first place to close a deal. He shares that if you're calling hundreds of the wrong people every day, you'll have little success. It's best to focus on the right people and the right message to reach your goals.3 Things Every BDR Must Master When Doing Cold CallsBe a human, treat your prospects like humans.· Be genuinely interested in your prospects. If they ask you how you are, be genuine and vulnerable. This helps them bring their guard down. · Instead of starting a call by saying, “Here's what we are doing and how we can help you with,” start with, “I've been talking to some folks, and here are trends I am seeing in the industry. Are you seeing this as well?”· Be present when making calls, and when they do answer, don't be afraid of the interaction or being genuine.2. Product selling vs. solution selling· Avoid the temptation to dive deep into your product. It's not bad to want to give them information about your product, but think about relating what you tell them back to what they have told you about their challenges. Take the time to genuinely care about the prospect and alleviate their pain points.3. Ask questions and know when to ask them· Instead of diving into your product, ask them a question. You can ask them if what they are doing is working for them.· Little follow-up questions help you dig deeper. A great question is, “Can you tell me a little more about that?”· Once you've booked the demo, don't be afraid to ask a few more questions to figure out what they are hoping for.“Don't be afraid to be yourself. As scary as someone's title may be, deep down, they are also human. Be yourself and enjoy it!” - Tanner Stewart. ResourcesFollow Tanner on LinkedIn. If you like more guidance with improving your sales skills, join my Sales Mastermind Class. Thinking about starting a podcast yourself? Learn more about Blue Mango Studios. Sponsorship OffersThis episode is brought to you in part by Hubspot.With HubSpot sales hubs, your data tools and teams join a single platform to close deals and turn prospects into pipelines. Try it for yourself at hubspot.com/sales.2. This episode is brought to you in part by LinkedIn.Are you tired of prospective clients not responding to your emails? Sign up for a free 60-day trial of LinkedIn Sales Navigator at

Integrating HubSpot with your broader tech stack can either unlock operational gold—or become a chaotic mess. In this episode of SmartBug On Tap, host Casey Peddicord sits down with Justine Verrier, Technical Solutions Engineer at SmartBug Media, to demystify what it takes to build enterprise-grade integrations that actually scale. From NetSuite and Salesforce to custom-built systems, Justine shares insights from a decade in the HubSpot ecosystem, walking through what works, what doesn't, and how to avoid the most common integration pitfalls. They cover key concepts like data governance, source of truth, one-way vs. two-way syncs, and how AI is starting to enhance QA and planning phases. If you're facing integration complexity, this one's for you.

Jessica Zwaan joined us again to unpack the metrics that actually matter in HR today. We talked about the three buckets of metrics every People Leader should use, why the RANS test is a better way to measure engagement, and the one metric to rule them all (ELTV:CAC). ---- Sponsor Links:

The Ringer's Bill Simmons is joined by Joe House and J. Kyle Mann live after the first round of the 2025 NBA draft to break down the lottery picks and draft-night moves (3:05). Host: Bill Simmons Guests: Joe House and J. Kyle Mann Producers: Chia Hao Tat and Eduardo Ocampo This episode is presented by State Farm®. Dishing the assists you need off the court. State Farm® with the Assist. Get started today at HubSpot.com/AI The Ringer is committed to responsible gaming. Please visit⁠ www.rg-help.com⁠ to learn more about the resources and helplines available. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Steve Fretzin and Rafi Arbel discuss:Persistence is a key element in long-term marketing and outreachThe impact of in-person networking on professional relationshipsBlending digital tools with personal follow-up strategiesSystem-building as a solution for scaling and stabilizing a business Key Takeaways:Attending legal trade shows and following up with structured CRM tools like HubSpot or even a spreadsheet is crucial for relationship-driven client acquisition.AI tools like Fathom are effectively used post-Zoom calls to generate meeting summaries, action items, and even tailored follow-up emails.A major operational failure—losing a key employee without SOPs—led to the implementation of structured daily team meetings and detailed task documentation using ClickUp and SweetProcess.Personalized outreach, such as sending curated articles based on someone's interests or social media activity, is a highly effective way to maintain engagement with referral sources. "The reason the water cuts through the rock is that it is a constant, constantly hitting it with small forces. And that's really what we're doing in marketing." —  Rafi Arbel Unlock the secrets of the industry's top rainmakers with Be That Lawyer: 101 Top Rainmakers' Secrets to Growing a Successful Law Practice. Grab your ultimate guide to building a thriving law firm now on Amazon: https://www.amazon.com/dp/B0F78HXJHT Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsors!Rankings.io: https://rankings.io/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Rafi Arbel: Rafi Arbel is the founder of Market JD, a digital marketing agency for consumer law firms. A former trial attorney, Rafi helps personal injury, criminal defense, family, and immigration lawyers grow their practices through SEO, PPC, and high-converting websites. He's a recognized voice on legal marketing strategy, referral network building, and law firm growth. Connect with Rafi Arbel:  Website: https://marketjd.comEmail: rafi@marketjd.comLinkedIn: https://www.linkedin.com/in/rafiarbel/ & https://www.linkedin.com/company/market-jd-inc-/Twitter: https://x.com/rarbelFacebook: https://www.facebook.com/rafi.arbel/Instagram: https://www.instagram.com/rafi.arbel/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Crises aren't just setbacks — they're strategic moments to elevate customer experience. In this episode, Jeff Titterton, Chief Marketing Officer of Stripe, breaks down why investing in customers during uncertain times is the most resilient path to long-term growth. Drawing from his time as COO at Zendesk and insights from scaling through economic downturns, Jeff highlights how modern businesses can align product, service and marketing to unlock customer loyalty and profitability.Specifically, Jeff covers:(02:12) Aligning CS and CX with product and business strategy accelerates growth during tough times.(03:22) Customer service drives CX and reveals where the business falls short.(05:44) A crisis is the time to invest in customers and enhance service and product.(10:19) Many still see CX as a cost, not a growth driver focused on real outcomes.(12:06) Customers expect to reach you anytime, anywhere, on any channel.(15:58) Technology brings actions into the service layer, enabling fast, personalized solutions.(17:27) Aggregating CX data helps fix root issues before customers even notice them.(21:07) Show compassion to customers and colleagues in challenging times.Resources Mentioned:Jeff Tittertonhttps://www.linkedin.com/in/jefftitterton/Stripe | LinkedInhttps://www.linkedin.com/company/stripe/Stripe | Websitehttps://stripe.comZendesk CX Trends Reporthttps://cxtrends.zendesk.com/This episode is brought to you by:Leverage community-led growth to skyrocket your business. From Grassroots to Greatness by author Lloyed Lobo will help you master 13 game-changing rules from some of the most iconic brands in the world — like Apple, Atlassian, CrossFit, Harley-Davidson, HubSpot, Red Bull and many more — to attract superfans of your own that will propel you to new heights. Grab your copy today at FromGrassrootsToGreatness.comEach year the U.S. and Canadian governments provide more than $20 billion in R&D tax credits and innovation incentives to fund businesses. But the application process is cumbersome, prone to costly audits, and receiving the money can take as long as 16 months. Boast automates this process, enabling companies to get more money faster without the paperwork and audit risk. We don't get paid until you do! Find out if you qualify today at https://Boast.AILaunch Academy is one of the top global tech hubs for international entrepreneurs and a designated organization for Canada's Startup Visa. Since 2012, Launch has worked with more than 6,000 entrepreneurs from over 100 countries, of which 300 have grown their startups to seed and Series A stage and raised over $2 billion in funding. To learn more about Launch's programs or the Canadian Startup Visa, visit https://LaunchAcademy.caContent Allies helps B2B companies build revenue-generating podcasts. We recommend them to any B2B company that is looking to launch or streamline its podcast production. Learn more at https://contentallies.com#CustomerExperience #CXStrategy #DigitalTransformation #Product #Marketing #Innovation #StartUp #GenerativeAI #AI

In this episode, global brand experts Katherine Melchior Ray and Nataly Kelly discuss how international brands must evolve to stay relevant in an era marked by cultural shifts, technological acceleration, and rising consumer expectations. Drawing on their leadership experience at companies like Nike, Louis Vuitton, HubSpot, and Zappi, they highlight the urgency of embedding trust, cultural fluency, and adaptability into brand strategy.   Key insights include:   Localization Requires Strategic Adaptability Nataly Kelly reflects, “I used to believe that branding required absolute consistency... but when I began to work in global marketing, I realized there is adaptability that's required to really succeed.” True global branding, both argue, means creating a consistent brand core with local expressions, not rigid replication.   Cultural Blind Spots Undermine Strategy Ray recalls early leadership at Nike, where “the common refrain was, for women's shoes… ‘shrink it and pink it.'” She urges leaders to “listen with your eyes,” emphasizing the importance of nonverbal cues and lived experience, especially when HQ-based assumptions fail abroad.   Responsiveness Is Not the Same as Reactivity As AI reshapes marketing operations, Kelly warns, “You can't outsource your strategy… Judgment and strategy are the two things that I think humans will start to realize [must stay human].” Rapid action without clear values can erode trust.   Brand Trust Is Repetition, Not Rhetoric Ray notes, “At the end of the day, a brand is all about a promise… people support brands that they trust.” In an age of AI-generated messaging, staying aligned with core values, through actions, not just language, is critical to maintaining consumer confidence.   Structure Signals Strategy Kelly shares a story from Dashlane, a startup that eliminated the term “headquarters” to create structural parity across regions. “It was a strong statement about how to build a globally equitable organization… Employees are brand ambassadors, and status differences send signals.”   The episode closes with a powerful reminder: As technology advances, human competencies like cultural literacy, curiosity, and creativity will only become more essential. “The more we rely on technology, the more we must double down on our humanity,” Ray says.   Get Brand Global, Adapt Local here: https://shorturl.at/f4EnF   Here are some free gifts for you:   Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach   McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf   Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo  

127 founders (net worth: ~$1M–$100M+) opened up their personal books. Want to see how your finances stack up? https://www.joinhampton.com/wealth-report.Andrew Wilkinson became rich in his 20s — but early wealth came with hard lessons. In this episode, Andrew opens up about:How he went from buying everything he wanted to nearly going bankrupt in 2008The emotional rollercoaster of building and losing wealth while still youngWhat it's actually like to cross the nine-figure markWhy luxury spending doesn't always bring happinessHow wealth impacts family, friendships, and personal identityHis thoughts on giving back, donating money, and the real ROI of generosityChapters(00:00) Introduction(00:21) Meet Andrew Wilkinson: Early Success and Challenges(02:38) The Reality of Wealth: Lessons Learned(03:14) Building Businesses: From Design Agency to Diversification(06:54) The First Big Sale: A Turning Point(09:28) Spending Habits: What Worked and What Didn't(20:39) The Impact of Wealth on Family and Relationships(23:00) The Complexity of Doing Good with Money(27:02) Conclusion: Reflections on Wealth and HappinessSam Parr Founder of Hampton, a private community for 7-figure founders. Previously sold his company, The Hustle, to HubSpot for tens of millions.

#468 Ryan Atkinson was no expert when it came to video, but that didn't stop him from building a six-figure video production company! In this episode, host Justin Williams interviews Ryan on his journey as a 25-year-old entrepreneur and founder of Spacebar Visuals — the business he scaled to $30,000 per month in just 18 months. Ryan shares his straightforward approach to business, from identifying market needs to implementing a successful cold email outreach strategy that any entrepreneur can replicate. He also discusses his passion for entrepreneurship, the lessons learned from hosting the UpFlip Podcast, and offers actionable advice for those looking to start their own ventures. Want to build your own video production company with no video background whatsoever? Tune in to this episode that teaches you exactly how it's done! (Original Air Date - 8/26/24) What we discuss with Ryan: + Building a $30k per month video production company + Effective cold email outreach strategy + Affordable, high-quality video packages for startups + Reverse-engineering metrics for predictable revenue + Transitioning from HubSpot to entrepreneurship + Leveraging LinkedIn and cold calling for client acquisition + Hiring a BDR to scale sales efforts + Insights from hosting the UpFlip Podcast + Taking action and overcoming business fears + Balancing work, life, and preventing burnout Resources mentioned: ⁠Instantly⁠ - a cold email automation tool that helps businesses scale their outreach efforts while protecting their main domain. ⁠LinkedIn Helper⁠ - an automation tool that streamlines LinkedIn outreach, enabling businesses to efficiently connect with potential clients through personalized messaging campaigns. Thank you, Ryan! Check out Spacebar Visuals at ⁠SpacebarVisuals.com⁠ and UpFlip at ⁠UpFlip.com⁠. Connect with Ryan on ⁠LinkedIn⁠ or at ryan@spacebarvisuals.com! Watch the ⁠video podcast⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. And follow us on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. EXCLUSIVE NordVPN Deal ➼ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://nordvpn.com/millionaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try it risk-free now with a 30-day money-back guarantee! Want to hear from more incredible entrepreneurs? Check out all of our interviews ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Learn more about your ad choices. Visit megaphone.fm/adchoices

Your competitors are already using AI. Don't get left behind. Weekly strategies used by PE Backed and Publicly Traded Companies →https://hi.switchy.io/U6H7S--In this video, I reveal how to enhance CRM systems using the deep research capabilities embedded in AI models like OpenAI. I share a step-by-step guide on creating effective prompts, connecting CRM systems such as HubSpot, and transforming insights into actionable strategies for revenue growth. I emphasize the importance of leveraging AI for data analysis and highlight the potential it holds to significantly improve business outcomes.Chapters00:00 Unlocking CRM Potential with Deep Research02:50 Step-by-Step Guide to Implementing Deep Research06:12 Transforming Insights into Actionable Strategies

The Ringer's Bill Simmons is joined by Zach Lowe and Rob Mahoney to react to the Pacers pushing OKC to a Game 7 in the NBA Finals (2:01). Then, they preview Game 7 and discuss what the Thunder needs to do to win the championship before looking back at previous Game 7 Finals (23:31). Finally, they catch up on the Buss family selling the majority of their stake in the Lakers, the Kevin Durant trade rumors, and much more (56:22). Host: Bill Simmons Guests: Zach Lowe and Rob Mahoney Producers: Chia Hao Tat and Eduardo Ocampo This episode is presented by State Farm®. Dishing the assists you need off the court. State Farm® with the Assist. Get started today at HubSpot.com/AI The Ringer is committed to responsible gaming. Please visit⁠ www.rg-help.com⁠ to learn more about the resources and helplines available. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of The Influence Factor, Alessandro Bogliari chats with Alanah Joseph, Head of Creator Partnerships at HubSpot. Alanah shares how creator partnerships are evolving, why community is key in podcasting, and strategies to grow and monetize a podcast. From networking and consistent publishing to leveraging newsletters, she offers practical insights for creators and brands alike.

The Ringer's Bill Simmons and Zach Lowe react to the Pacers stunning OKC in Game 1 of the NBA Finals (2:32). Then, they preview Game 2 and discuss fixes for OKC to turn the series around (30:31). Finally, they discuss the Knicks' coaching drama, who the new head coach could be in New York, and trade rumors (46:30). Host: Bill Simmons Guest: Zach Lowe Producers: Chia Hao Tat and Eduardo Ocampo Get started today at HubSpot.com/AI The Ringer is committed to responsible gaming. Please visit⁠ www.rg-help.com⁠ to learn more about the resources and helplines available. Learn more about your ad choices. Visit podcastchoices.com/adchoices