Level Up Podcast Season 1 Episode 4 -Back to Basics: Integrating Tradition with Tech in Sales

Level Up Podcast

### Episode 4 Show Notes

**Hosts:** Niall, Andy McNeil

**Guests:** Bill Kelly, Kevin Dugan, Perry

Williams (Co-hosting)

#### **1. Introduction**

- Host Niall welcomes everyone and

introduces co-hosts Andy McNeil and Perry Williams.

- Perry, standing in for Chris, shares

insights from across Europe.

#### **2. Teamworx Segment: Interview with

Bill Kelly**

- **Guest:** Bill Kelly, Vice President of

IT

- **Discussion Points:**

-

Bill's role and background in IT and retail distribution.

-

Upcoming IT projects and improvements including Microsoft Dynamics 365, new

inventory visibility, and changes to the credit card payment system.

-

New features to assist sales teams and integration challenges.

- **Thought Provoking Question:** Niall

asks Bill what the one thing we are not talking about that we should be? Bill

discusses the importance of optimizing inventory to improve company

profitability and reduce costs.

#### **3. In-Case-You-Missed-It Segment**

- **Host:** Andy McNeil

- Andy recaps recent updates including

Nissan Rogue sales details, the Audi Military Program, and upcoming Nissan

Altima promotions.

#### **4. Getting Back to Basics**

- **Discussion with Perry Williams**

-

Focus on the fundamentals of sales, such as personal customer interactions and

the importance of old-school sales techniques.

-

Discussion on integrating new tools like AI with traditional sales methods to

enhance customer engagement and sales effectiveness.

#### **5. Interview with Kevin Dougan**

- **Guest:** Kevin Dougan, Owner of

Contagency

- **Topics:**

-

Kevin’s role in bridging the gap between field sales and corporate marketing

strategies.

-

Enhancing digital marketing strategies for ISRs, focusing on effective Facebook

advertising and use of AI.

-

Best practices and common mistakes in digital advertising.

#### **6. Wrap-Up**

- Niall and Perry wrap up the episode,

discussing key takeaways and teasing the upcoming masterclasses on AI and

social media advertising.

- Call for audience input on what they want

the first masterclass to focus on.

### **Looking Forward**

- Announcement of future episodes featuring

other key figures and continued focus on sales strategies, digital marketing,

and practical application of AI