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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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Welcome to The Action Item Podcast! Join business owners Trevor Hunter and Leo Lopez as they share wisdom from decades of real-world challenges. Trevor, with his marketing and operations expertise, and Leo, the expert in customer experience and call centers, dive deep into personal experiences and client stories, highlighting the hurdles and victories of entrepreneurship. Each episode ends with a powerful action item you can implement today. Whether optimizing workflow, handling late payment ...
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Welcome to 'From the Kitchen to the Boardroom: Strategies and Stories for the Aspiring Woman Entrepreneur,' hosted by me, Dawn Fitch. With over 24 years of entrepreneurial experience and the ongoing success of my own business, Pooka Pure and Simple, I'm here to guide you through the highs and lows of building your empire. This podcast is your go-to source for inspirational stories, practical strategies, and the hard-earned wisdom I've gathered on my journey from a kitchen startup to a thrivi ...
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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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Explore four books that can have a significant impact on both your business and personal life. We break down key insights from each book and discuss practical ways to apply these lessons for better results and growth. Discover how these essential reads can inspire change and improve your everyday life. Our Website Links Youtube The Action Item Podc…
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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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SPECIAL EPISODE: Do People Hate Dealing with Ai? Surprising Survey Results from 1,000 people
36:27
In this episode, we explore the public's acceptance of AI, particularly in voice call support. We discuss the survey results from 1,000 consumers, highlighting their experiences and perceptions. Tune in to discover how AI is reshaping customer service and the key takeaways for businesses. 🔗 Episode Resources: https://www.theactionitempodcast.com/re…
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Welcome to Episode 3: "Mastering Cash Flow Management" of The Action Item Podcast, hosted by Trevor Hunter and Leo Lopez. In this episode, we tackle the essential aspects of managing cash flow effectively. We discuss strategies for securing and enhancing cash flow through loans, grants, and better financial planning. Tune in for real-world advice o…
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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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Welcome to Episode 2 of The Action Item Podcast, hosted by Trevor Hunter and Leo Lopez. In this episode, "Unraveling Business Struggles," we delve deep into why businesses often face challenges and falter. Drawing from our extensive experience and research, we uncover the key factors that lead to business failures and provide actionable insights to…
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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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Welcome to the first episode of The Action Item Podcast. Join hosts Trevor Hunter and Leo Lopez as they introduce themselves and begin the series on "Why Most Businesses Fail." They discuss common pitfalls and provide actionable insights to help you avoid these mistakes. For questions or to share your thoughts, visit our website's questions section…
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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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Why you should listen Stay Ahead in AI Integration: With AI evolving rapidly, this episode provides insights into effectively training your team to harness AI's full potential, ensuring you stay competitive and innovative. Expert Insights from Mark Good: With a decade of experience and a passion for AI since 2015, Mark shares his journey and missio…
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What do you do when potential clients say no? In this solo episode, I dive deep into a critical aspect of sales that we often overlook: responding to potential clients' rejections. I share why capturing and using the reasons behind these rejections is crucial. Despite our expertise in implementing sales CRMs for our clients, we often neglect this p…
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Why you should listen Unlock the Power of Video: Learn how video can transform your sales process, making it more personal and effective, and why it's becoming an essential tool for businesses in the digital age. Efficiency and Quality Combined: Discover how Tella offers the perfect balance between ease of use and professional-quality video product…
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Why you should listen Learn to Differentiate Your Brand: Discover how to cut through the noise and ensure your brand resonates with your ideal clients, distinguishing you from competitors. Expert Strategies for Social Media: Gain insights into crafting and executing a social media strategy that defines your brand's value and showcases your expertis…
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In this solo episode, I reflect on the fifth anniversary of my life-changing transplant, thanks to my friend Brendan's generous donation. Sharing my recovery journey and the drive to reach my personal "Everest," I offer universal lessons on resilience, the power of support, and making incremental progress towards significant goals. This episode cel…
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Why you should listen Jhana shares her vast experience transforming businesses through effective operations, consulting, recruitment, and training. Learn how to identify and empower a second in command to take over daily operations, allowing you to focus on growth and personal goals. Get inspired by success stories of entrepreneurs who have scaled …
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Are you grappling with material business decisions in your tech consulting business and feeling isolated in the process? In this solo episode, I introduce the Tech Collective, a revamped community designed to support tech consultants like you. Dive into different discussions about pricing strategies, effective lead generation beyond referrals, an…
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Dive into the heart of innovation with me, Dawn Fitch, as I explore the wonders and potential of Artificial Intelligence (AI) in my latest podcast episode. We're stepping into the future, and AI is not just a trend; it's the beacon guiding us forward. And here's the good news: even if you're not tech-savvy, I'm here to make AI understandable and ac…
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Why you should listen Gain direct insights on how to prepare your business for a successful exit Learn about the critical steps in setting up your business for M&A transactions Learn about aligning personal goals with business strategies and the significance of simplicity and focus in scaling your business effectively for an eventual lucrative exit…
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In this solo episode, I address a common yet critical issue many business owners face: the inability to take time off without letting themselves and their families down due to work interruptions. I share a straightforward yet effective three-step process to not only manage, but thrive during your time off. From listing tasks to deciding what to del…
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