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If you are a partner of a SaaS platform and looking to drive results in your own business - you are in the right place. I interview the best in our industry, asking them their success secrets to help you in marketing, sales, ops, and mindset. Whether it be partners from Salesforce, HubSpot, Netsuite, Zoho, Monday, and many more, you get exclusive access in under 30 minutes. My solo shows are packed with actionable advice to boost your efficiency and revenue. Tune in, subscribe, and share wit ...
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Are you losing deals because you jump straight into your pitch without fully understanding your client's problems? In this episode, I discuss the critical skill that separates average tech consultants from exceptional ones: the art of asking powerful questions. Drawing on my experience mentoring tech consultants and insights from over 300 interview…
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574 - Revolutionizing Customer Care: How AI is Outpacing Old-School Software with Alex Levin
24:38
Why you should listen Discover how traditional contact centers are evolving from cost centers to revenue-generating hubs. Learn how AI agents can enhance customer interactions and drive revenue growth, backed by real-world examples. Understand how Regal.io is positioned to integrate seamlessly with existing tech stacks to improve customer experienc…
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573 - Beyond Borders Leveraging Overseas Talent to Boost Your Tech Consultancy with Andrew Jacoby
30:04
Why you should listen Discover why Andrew Jacoby believes hiring a virtual assistant (VA) is essential for business growth and how it differs from common narratives. Learn about the beliefs that foster trust between business owners and their virtual assistants, making collaboration more effective. Understand how Good Shepherd Staffing not only help…
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Feeling overwhelmed by the multitude of marketing strategies available to tech consultants? In this solo episode, I summarize a comprehensive marketing playbook designed to help you build a solid foundation and grow your tech consultancy. Drawing from my experience and a recent case study with a Zoho consultant, I outline a four-quarter approach to…
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571 - Unlocking Revenue Potential: How Clay Revolutionizes Client Data Management for Tech Consultants with Yash Tekriwal
37:25
Why you should listen Learn why Clay is essential for tech consultants and how it can streamline your revenue processes. Gain insights into specific examples of how Clay can enhance the efficiency of your SaaS operations. Understand how implementing Clay can increase revenue for you and your clients. Are you tired of wasting valuable time on outdat…
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Why you should listen Learn how to shift your approach to process improvement with Derek Mains, an expert in operations and process engineering. Discover the powerful M4 method—Map, Measure, Manage, and Motivate—that can streamline your processes and enhance team performance. Gain practical examples and strategies that you can implement immediately…
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Are you struggling to create compelling content and sales messages due to time constraints and budget limitations? In this solo episode, I address this common pain point tech consultants face. I’ll explore how AI agents and crafted prompts can revolutionize your content creation process, allowing you to save time while enhancing the quality of your…
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Why you should listen Gain valuable knowledge from Merv Small, who has over 12 years of experience building a successful ServiceNow practice. Learn how to maximize the platform's capabilities and drive value for your organization. Discover Merv's unique approach to generating leads through ServiceNow and personal networks, providing actionable stra…
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Why you should listen Discover how to transform project-based work into a sustainable, recurring revenue model. Learn from Tom Hall about leveraging verticalization and the Zoho platform to enhance your business. Gain actionable tips on building your brand through events, social media, and creating a "moat" around your product. Are you struggling t…
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Are you struggling to close deals because you're too focused on your services? In this solo episode, I discuss a critical topic for tech consultants: understanding profit from the owner's perspective. I also share a valuable lesson learned from my time at Coca-Cola. If you want to refine your sales approach and foster stronger client relationships,…
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565 - From Startup to Exit: Building a 10-Year Plan for Your Tech Consulting Business with Greg Poirier
39:08
Why you should listen Learn the steps Greg took to successfully exit his tech consulting business after a decade. Discover how Greg leveraged content to drive growth and expedite the sales process. Understand the importance of a remuneration plan that motivates your team and ensures business continuity. Are you feeling uncertain about how to plan y…
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Why you should listen Learn how outsourcing to top talent, particularly from the Philippines, can help you scale your business effectively. Hear a compelling example of how a Chief of Staff role transformed a client’s business operations and growth trajectory. Understand the common misconceptions about hiring remote talent and how to shift your min…
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Feeling stuck while watching others in your industry thrive? In this solo episode, I dive into the secrets of high-performing tech consultants and what truly sets them apart. Inspired by a listener's question, I outline five key traits that successful partners share: continuous learning, tight niches, strong company culture, diversified revenue str…
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Why you should listen Discover how to choose the right niche for your services business while launching a successful product. Learn how to identify and solve the right customer problems that can lead to product success. Understand the infrastructure and investment needed to launch a product alongside your service offerings effectively. Are you runn…
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561 - Stop Getting Ghosted: Master Account-Based Marketing for High-Value Deals with Wouter Dieleman
28:51
Why you should listen Learn how to target and secure deals worth $50,000 to $100,000 through effective account-based marketing (ABM). Gain strategies from Wouter Dieleman, a HubSpot consultant with over a decade of experience, to elevate your marketing game. Discover actionable tools and resources that can help you streamline your ABM efforts and i…
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Are you a tech consultant staring at an empty sales pipeline, worried about paying your contractors and keeping your business afloat? You’re not alone. Many tech consultants who once thrived on referrals face a tough reality as the market shifts. The good news? You don’t need to overhaul your entire business or become a content marketing expert ove…
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Why you should listen Learn the truth behind common misconceptions about cold email and how to overcome them. Discover actionable strategies to increase your cold email open rates and responses. Gain insights from an industry expert with years of experience in cold email marketing. Are you struggling with cold emails that just don't get responses? …
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Why you should listen Learn proven techniques to differentiate your business in a saturated market and attract the right clients. Discover how David's scientific approach to sales can help you refine your messaging and connect with clients on a deeper level. Gain insights into the challenges partners face today and how to overcome them with effecti…
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Feeling isolated, overwhelmed, and unsure of how to scale your tech consulting business? In this episode, I tackle these common challenges head-on by introducing the Tech Collective. I share how joining a community of peers can provide fast answers, proven shortcuts, and exclusive experiences to help you overcome obstacles and accelerate your growt…
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Why you should listen Learn how Slack can go beyond messaging and become a central collaboration hub for your business. Learn practical examples of how companies use Slack to streamline operations and improve efficiency. Get tips and strategies from a Slack veteran on leveraging the platform for maximum business impact. Do you still see Slack as ju…
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555 - Leveraging Industry Experience and ERP Solutions to Amplify Business Growth with Jamie L. Smith
40:37
Why you should listen Learn Jamie's approach to selecting and integrating new ERP systems for growing businesses. Hear about Jamie's personal journey and the challenges she overcame in expanding her SaaS partnerships. Get actionable tips on managing client experiences and financial strategies in a dynamic business environment. Feeling overwhelmed a…
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Are you a tech consultant feeling stuck and overloaded with no clear path to sustainable growth? In this solo episode, I share what I learned from 18 years of successfully scaling and exiting my business and now mentoring other tech consultants to do the same. I introduce a new free lead magnet, the Tech Consultant’s Roadmap, a practical guide to b…
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553 - How White Label Automation Can Revolutionize Your Tech Consulting Business with Tiberiu Socaci
38:32
Why you should listen Learn how Tibi leverages no-code solutions to help businesses streamline their processes and integrate various SaaS platforms. Discover how MakeItFuture has helped companies overcome automation challenges and significantly improve their operations. Gain actionable tips on implementing automation in your business and understand…
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Why you should listen Learn how Geraldine manages her business while working only two days a week, focusing on efficiency and delegation. Gain insights from a Salesforce Hall of Famer on effective Salesforce implementation and client management. Discover the benefits of fractional leadership roles and how they can contribute to business success. Ba…
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In this solo episode, I share a comprehensive marketing plan tailored to tech consultants implementing SaaS platforms like Salesforce, NetSuite, and HubSpot. I break down the plan into six key segments—Brand and Positioning, Website Optimization, Content Strategy, LinkedIn Presence, YouTube and Email Marketing, and Future Strategies—over a 12-month…
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Why you should listen Learn from Filip Popov's journey from an SDR to VP of Partnerships, with practical advice on managing sales prospecting. Discover effective methods to automate and streamline your top-of-funnel activities. Hear success stories and specific scenarios where outsourced SDRs made a significant impact. Feeling overwhelmed with the …
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Why you should listen Discover strategies to rejuvenate your lead generation efforts and fill the top of your funnel. Gain insights into maintaining accurate data and effective prospecting methods. Understand the benefits of staff augmentation to streamline your business operations. Are your referral sources drying up, leaving you struggling to gen…
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In this solo episode, I address many business owners' challenges, especially when struggling to manage finances and maintain cash flow. Drawing from my experiences, I share the importance of leveraging mentors and champions to navigate through tough economic cycles. I'll take you through my journey from my early days at Coca-Cola to running my busi…
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Why you should listen Learn how Feras turned a layoff into an opportunity, growing multiple successful businesses. Gain practical advice on sales, marketing, and scaling your business from someone who's done it all. Discover the importance of strategic partnerships and certifications in building credibility and driving growth. Navigating the comple…
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Why you should listen Learn when and how to hire your first salesperson to scale your tech consulting business. Discover strategies for building a high-quality, effective team. Gain insights into maintaining a strong company culture and leveraging your network for growth. You've grown your tech consulting business and are juggling too many responsi…
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Building rapport is essential for a successful sales call, but it's often inefficient, wasting valuable time. In this solo episode, I share strategies for building rapport using AI tools. Learn how to use AI to quickly gather insightful information about your potential clients, enabling you to make a stronger personal connection right from the star…
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Why you should listen Learn how to spot inefficiencies in your current sales funnel and address them effectively. Gain insights from Jason Kramer's extensive experience in B2B lead nurturing and sales process optimization. Discover practical tips for using technology to improve your sales team's performance and close more deals. Many tech consultan…
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Why you should listen Learn why mapping out business processes is crucial before implementing technology solutions and how this can lead to more successful projects. Discover the importance of speaking the same language as your clients and building long-term, trust-based relationships. Get insights into integrating platforms like Rootstock with Sal…
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You're smart, ambitious, and passionate, but is that enough to generate profit and achieve your desired freedom? In this solo episode, I outline tech consultants' true challenges and introduce the 7 profit drivers. Discover how to differentiate yourself, generate consistent leads, and create a profitable, scalable business. Resources and Links Get …
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541 - Integrating Salesforce and HubSpot: Expert Tips on Marketing Automation with Justin Crawford
23:16
Why you should listen Discover how to consolidate disjointed tech stacks to ensure clean, accurate data across sales and marketing. Learn about the role of automation in enhancing personalization and operational efficiency. Get practical examples of bridging gaps between platforms like Salesforce and HubSpot to enhance your RevOps strategy. Struggl…
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Why you should listen Learn how to develop a robust methodology that ensures successful project delivery. Discover how Supermums is transforming the tech industry by empowering women. Gain practical tips and strategies for enhancing your Salesforce consulting practice. Are you losing clients to competitors with better methodologies? You're not alon…
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Are you a tech consultant juggling multiple hats and never finding enough time to focus on what truly matters? You're not alone. In this solo episode, I share five game-changing productivity hacks designed to help you cut through the noise and focus on what drives your success. With my experience as a facilitator for Franklin Covey, my lifelong ded…
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Why you should listen Learn how to scale your team efficiently and manage growth challenges in a competitive market. Discover how to maintain a positive and productive work culture, even as your team expands. Understand the importance of building and maintaining strong relationships with key partners like NetSuite to drive business success. Are you…
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Why you should listen Learn Proven Strategies for Growth. Philippe's methodologies are backed by decades of experience and have been applied successfully across various companies, including his significant role at Apple. Understand the four axes of alignment – pain vs. claim, perception vs. message, purchase vs. sale, and delight vs. offering – and…
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In this solo episode, I share a three-part formula for crafting successful sales emails that get replies and boost your revenue. I will break down the three key components of an effective email: Response, Rapport, and Ask. By implementing these strategies, you can ensure your emails stand out in a crowded inbox and get the attention they deserve. R…
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Why you should listen Matt Myers brings 18 years of experience in Salesforce to unpack the complexities of cybersecurity, offering expert advice that transcends industries. Learn about the tools and practices that can safeguard your digital environments from breaches, including Matt's strategies and services with EzProtect. Understand the real-worl…
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Why you should listen Learn from Marty Zigman's experiences, how he developed a genuine and authoritative presence in a competitive industry, and how expressing his unique voice has impacted his business. Gain valuable insights into the effective integration of cloud-based ERP solutions, the importance of phased implementation, and how these strate…
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In this solo episode, I delve into the gritty realities of LinkedIn outreach services. As someone who's both felt the sting of subpar services and seen other tech consultants experience it, I unpack the common pitfalls in using a LinkedIn outreach agency and give you five actionable tips on navigating the complexities of LinkedIn outreach without c…
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Why you should listen Learn about SyncHub's unique three-click system—Connect, Sync, and Report—that simplifies the integration of data from multiple sources like HubSpot, Salesforce, and Zoho into actionable insights. Gain insights from Ben's 20 years of experience in software development and his strategic approach to data extraction, which is cru…
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Why you should listen Learn from Russ’s extensive experience in aiding organizations in transitioning from outdated systems to modernized tech stacks. Discover effective strategies for managing significant organizational changes, especially for those new to platforms like Salesforce. Gain insights into building a successful consultancy through Russ…
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In this solo episode, I tackle the often misleading use of Return on Investment (ROI) in deals and introduce a more tangible measure—economic impact. I discuss how focusing on the real-time financial pains of clients can transform the sales conversation from speculative to substantive. Throughout the episode, I share strategies that have shifted my…
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Why you should listen Gain valuable insights from Jon Ferrara, who has decades of experience in the CRM industry, including founding one of the earliest CRMs, GoldMine. Learn about the next evolution of CRM systems, which focus on building relationships across entire businesses rather than just enhancing sales processes. Discover a special offer fr…
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Why you should listen Learn why immediate solutions might not always be in your best interest and how they can divert you from addressing the root cause of challenges. Discover the concept of adaptive change and its significance in achieving sustainable organizational success beyond mere technological implementations. Gain valuable strategies from …
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Have you ever stopped asking yourself, "What is the point?" of your actions? In this solo episode, I dive into a pivotal lesson I learned from a senior executive during my 18 years at Coca-Cola. I share the moment that transformed my approach to work: focusing on initiatives with a definitive purpose and outcome. This episode could be the pause and…
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Why you should listen Expert Guidance on Marketing Automation Platforms: Laine breaks down the complexities of choosing and utilizing your business's right marketing automation platform, offering insights that could save you time and resources. Strategic Email Marketing Insights: Discover the dos and don'ts of email marketing, learning how to creat…
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