Sankar is the CEO and Founder of SkyGeni, a Growth Insights platform for B2B revenue leaders. SkyGeni’s Explainable AI-powered actionable insights enable CROs to drive more efficient and predictable growth and boost sales productivity. In this episode, Sankar shares experience and guidance on building your first sales team at a new venture, without…

Will van der Sanden is the founder of Dux-Soup, one of the largest LinkedIn automation tools that helps users start, scale and engage with their network. In this episode, we discuss Will's suggestions on your networking strategy for B2B business development, and how to go about using tools to leverage your efforts. You can learn more about Dux Soup…

Kevin McGrath is the founder of Beacon, a lead magnet creation and collection platform. Kevin shares a wealth of knowledge on the best practices for researching, developing, and deploying lead magnets from his experience with over 55,000 users. We cover: Research techniques Content types How many lead magnets to create Best performance opt-ins Tren…

Today we talk to Vukasin Vukosavljevic from lemlist. Vuk is the head of growth at Lemlist, a cold outreach automation tool that helps companies automate email to start conversations and get replies. --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss t…

Can your agency onboarding process scale to handle double or triple the amount of new clients you take on now? Slow or high-friction onboarding processes can be a significant bottleneck to growing agencies or service businesses. To help with this, I talked to James Rose from Content Snare to discuss what the approach and tools required to significa…

What's cooler than customer acquisition? Customer retention. For this month's episode of the Marketing Automation Discussion, we talk to Ernie Santeralli host at Growth Decoded and multi-media content manager at ActiveCampaign on how to leverage automation to do just this. This is a public episode. If you would like to discuss this with other subsc…

I discuss starting and scaling affiliate or referral programs for your product. Our guest, Brady Cassidy, founder of Rewardful, an affiliate and referral platform for SaaS companies, shares actionable advice on various aspects of running successful programs. Brady discusses different types of referral programs, common mistakes to avoid, effective s…

Today we are looking at part-two of our episode on using chatbots to increase conversion with Paul McKeever. In this session we go more into demonstration mode as Paul applies his chatbot strategy framework to an example case study business. --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a pub…

Ever wondered if your business benefit from a chatbot? Join us as we talk with Paul McKeever, CEO of chatbot solution Continually, for part one of a two-part episode digging into how to improve conversions using chatbots and how to run a chatbot strategy. To subscribe for show notes, exclusive access to guests and more, visit our website. --- Suppo…

In this episode of the Marketing Automation Discussion, we explore the application of business process engineering in sales and marketing. Our guest, Sam Ovett, Director at Mobile Pocket Office, shares valuable insights on automating sales and marketing processes. Sam discusses the four key steps for successful automation, tips on organizing automa…

In this episode, we discuss Account-Based Marketing (ABM) and how to build the ideal tech stack for implementing ABM strategies. Our guest, Shahin Hoda, Founder of xGrowth, a B2B growth agency, shares insights on creating an ABM tech stack for both startups and large companies. Shahin discusses the four key steps for building an effective ABM tech …

In this episode, we discuss community building with Matt Barnett, the founder of Bonjoro. Communities have the potential to drive positive word-of-mouth and decrease customer service demands, but many struggle to gain momentum. Matt shares his expertise on starting and nurturing successful communities using MarTech. He discusses why most communitie…

In this podcast episode, we explore the power of podcasting and automation in content creation to save time and resources. Our guest, Michael Greenberg, founder of Gentlemen of Technology and CEO of Call For Content, shares insights on the main components of podcast content automation, implementation steps for marketing managers, selecting the podc…

To get a client to sign the contract first requires a statement of work. I.e. a proposal of work. And the process by which your agency produces, sends and tracks these proposal can potentially kill the deal. You can shoot yourself in the foot with your proposal process by: 1. Making you look unprofessional or inadequate, 2. Under qualifying and poo…

Dan is a CEO, Founder, Author, Martech and Marketing Analytics Leader! Dan is the CEO and Founder of Effin Amazing I have been a huge fan of Dan’s for some time now, but we finally got a chance to meet while Dan was giving the presentation that we are about to showcase on this episode. I will let Dan introduce himself in a moment, but today he is g…

Today we go deeper into partnerships - if you haven’t listened to the first few segments on partnerships with Jay from Forrester.com, Bryn from Partnerstack.com and Sunir from the Cloud software association, check those out after you hear this episode… My guest today is Tyrone Lingley, the Director of Partnerships at Unbounce.com. Ty is also a boar…

Today we continue with our series of episodes on partner programs and how marketing automation is handling the scale of channel programs for thousands of software companies globally. Forrester predicts the through-channel software market to grow to $1.18 billion by 2023. This market includes 10s of thousands of digital agencies realizing $2B in ser…

Whether you are a SaaS company needing to register new users effectively, or anyone with a registration page on your website, effective communication with those who are just being introduced to your product/brand for the first time is key. How much automation is too much? Onboarding differences for freemium vs paid plans? Whether or not to require …

Hello everyone and welcome back to the podcast where we unpack the components, dilemmas and strategies of tech stack capabilities with founders and leaders across all industries who have created a process or tool to better your business by way of automation. Today I am joined by the Former Head of Platform at Freshbooks, CEO of Appbind.com and curr…

Today we are going to discuss the new world of partnership strategy - specifically in the vertical of Partner Relations Management and PRM software like that of today’s guest - Founder of Partnerstack.com (formerly Growsumo.com), Mr. Bryn Jones. If you are looking to start/scale or simply determine if a partner program is right for you, check out:P…

We've all been in CRM hell. Whether it's: Trying to determine if you even need a dedicated CRM, Navigating the numerous options to choose the right CRM for you, Dealing with integrations, Or are having to rip out your current CRM after making the wrong choice. You hated it and wish you had help avoiding it. Here at Automated, it's our job to connec…

Full episode notes and links >> Lee and Reply.io started a few years ago with $0 in funding and an ok product. After initial groundwork and a few hires, they raised a seed round of $400K and went to work on product and sales process. Today they are highly-profitable with 60 team members, fully distributed and a kick-ass sales system. If you are: A …

It’s time for the second part of our two-episode segment on tech-enabled recruitment. In this episode, we get tactical and even showcase a specific automated process for discovering, enriching, and serving an automated multi-touch cold outreach campaign to candidates and ensuring the entire process is synced with your ATS (or CRM), LinkedIn and col…

Today, we aim to give hiring teams and recruiters some valuable content in the form of a two-part episode: Part one (this episode) features Ryan Leary, the CMO of Recruiting Daily, and Mr. Alan Walker, founder/CEO of Udder - which helps companies enable talent technologies in hiring processes. Between Alan and Ryan, we have the brains and experienc…

**This is the SHORT version - not including pricing + future of CRM. If you are interested in the entire recording - go ahead and listen to the previous episode... Today is a special type of episode called a Mastermind discussion where I invite more than one participant to have an open discussion to clear up a major pain point we see in the world o…

**THIS IS THE FILL VERSION w/ pricing + business models + future... If you are only interested in the what and how of CRM choice, listen to the shorter version [PART 1] published next... Today is a special type of episode called a Mastermind discussion where I invite more than one participant to have an open discussion to clear up a major pain poin…

Simon Data in New York City - which is now at around 75 people and growing rapidly - but because of his extensive background in data: Jason received his BS from Cornell in Computer Science. Then went on to gain his PhD from the University of Texas in Machine learning, data mining and statistics. After his academic career, Jason founded two data com…

In this episode, I’m joined by my colleague and fellow marketing-automation enthusiast Mark Colgan to provide an in-depth look at the pros/cons of available options and our methodologies for creating scalable automation systems. We each work with founders and teams at very stages in their marketing and sales automation builds, and have each noticed…

Engagement pods are established amongst colleagues in an effort to further the reach of each others' content/brand by ensuring comments, likes, upvotes and shares of said content. You all will have mixed sentiments over this topic - either understanding there is a reason for everything popular, or anti-any shortcut (regardless how harmless to socie…

In this episode, we continue our deep-dive into the world of API Integrations for your product and between your product and the thousands of other apps out there. The founder/CEO of Integry joins us to discuss this world and how he created Integry after running into the issues we get into on the show. Learn how this world works, and what options yo…

The CEO of Phantom Buster, Guillaume Boiret, joins me to discuss how they're changing the way we interact with websites to get our jobs done. This is one of my favorite discussions :) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

Jan is a software engineer and computer scientist by trade. He has worked on dozens of projects in all kinds of environments. Oh, and he has his PhD in Artificial Intelligence... On this episode, Jan and I discuss why we are all owners of the web. And therefore, should all have the tools to master it. To subscribe for show notes, exclusive access t…

Conversations matter. And this was one of the most enlightening conversations I've had around sales in a long while... We all have our [mis]conceptions about dialing for dollars, but few have those conceptions in line with the larger picture - what sales tools and tactics bring in the enormous revenues for some of the largest companies in the world…

Ryan is the founder of Fomo and a partner at Fork Equity, which buys and grows bootstrapped SaaS apps. I brought Ryan on today not only because I was so impressed with my experience with the fomo product, but also because of Ryan’s mature understanding of customer behavior and what automation is really about. On this episode, Ryan and I; 1. Showcas…

He gives value every time, so I gladly record it :) Yet another awesome installment with our Friend Nathan Hague: New Instagram Direct-Messaging Platform: https://www.directheroes.com/ Remaining GDPR-Compliant Quickly By Removing People From All Databases At Once: http://wowq.io/ LinkedIn Ad Platform Updates: https://business.linkedin.com/marketing…

Calling all product developers, managers, and owners... We're looking for your insights Below is a mastermind discussion between Zachary Schenkler, Matt Lo and I on: ☝️ "Democratizing Productivity", ✌️"Productized Best Practices" 👌and "Coaching Networks" in your app/saas/platform. Essentially, (a) what it means to capture and re-distribute the best…

I am so thankful to have had the VP of Platform at Hubspot, Mr. Scott Brinker on the show! This is a perfect episode for those marketing technologists who are inside an organization... We spoke mostly about the progress and democratization of MarTech in the last decade, but also touched on: ✔️ What it means to be a "citizen technologist". ✔️ What's…

This is the Marketing Automation Discussion where I look out for valuable sales and marketing technology and processes to help scale your business. Today I am excited to have Max Altschuler on the show to discuss; - Omnichannel and other key trends to watch. - A lead qualification process. - When you should hire that first inside salesperson. - And…

Ben is the CEO at Growlabs.com. An all-in-one Lead Generation & Sales Automation platform. What people love about Growlabs is that they combine lead generation with automation in one UI - set filters, grab as many verified contacts as you need for your campaign, add them to the campaign you’ve created, and start sending. Ben is on today because he …

Who is this for? This is my recommended marketing/sales stack for almost any B2B organization using G-Suite. Here are the players involved in this stack: Copper CRM Copper is the Google-recommended CRM to manage your prospects, leads, partners, and more-right from Gmail. It is said to be the only CRM designed to fit right in your Gmail inbox. Jon A…

This is a new and different segment where I am going to phone a friend in Australia who I know has the answers to almost all things marketing. He's been on before, and it was a blast, so I'm excited about this new segment we're calling: "Nathan Hague answers What's New, What's Broken, and Who Should Foxtrot Oscar?" Follow Nathan (but do not send hi…

I was invited down to Indianapolis to record this special episode from inside the amazing offices of Lessonly.com (which happens to be a former high school). My guest is Kyle Lacy, VP of Marketing and all-around badass marketing executive. What started as a generic talk quickly turned into a fantastic discussion about maintaining your company cultu…

Kaloyan Yankulov, Baptiste Debever, Matt Lo, Gaetano Caruana, and I dug into product hunt strategy on a new 'mastermind' podcast format (and these strategies are useful for ANY product launch - not just product hunt features). ✔️ Using tools to build a list of ideal 'hunters' to reach out to. ✔️ How to get more life from your hunt. ✔️ Why you do no…

This is a fantastic new podcast episode! Please Please Please leave us a review on iTunes! "How To Automate Custom Signature-Creation to Boost Sales" 🤯 Brad Beutler (Director of Marketing at Sigstr) and I discuss the process and tools to turn email signatures into powerful brand engagements. Here are the use cases: ✔️ Customer marketing ✔️ Driving …

In this episode of the podcast, Alli and I cover: ✔️ Seller-centric communication vs buyer-centric communication. ✔️ Where we as sales leaders or business owners at in today’s world of marketing and sales enablement. ✔️ And steps to take to improve your sales presentations... This is a public episode. If you would like to discuss this with other su…

Jon Vaughn is a genius level software engineer turned entrepreneur. He is now the founder and CEO of the software development firm Tier5. Tier5 specializes in building high-end SaaS applications for clients and Tier5 currently has 6 SaaS software’s in the market all aimed at helping other entrepreneurs scale and automate their business. Today, we’r…

We are going to show you how to be very strategic with your top-of-funnel prospect segmentation, and of course, automate it. This will allow you to not only increase conversion rates, but manage post-lead-capture nurturing efforts to increase ROI from all traffic campaigns. Axel Lavergne is the Head of Growth at Sendinblue, a French all-in-one mark…

So, let’s set the premise for when this automation would be useful: 1. Let’s say you or your sales team are sending out a lot of customer emails manually in gmail. 2. Or, maybe you are slightly more proficient and using a gmail-based-CRM like Mailshake to send those blasts. 3. Or, you are doing cold outreach using a third party like Hubsell.com or …

Today, I have a special guest with me to discuss the following: GDPR compliance Quora ads strategy, what do and how Reddit - where and when to use it in your business routine It’s a lot to discuss, so let’s dive right in… My guest today is Nathan Hague. Nathan is a full stack marketer who specializes in systems, automation and making things easy wh…

Today is all about automating your feedback loops to increase customer satisfaction, improve the speed/efficiency of bug fixes, and reduce churn. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fmBy Benjamin Boman, Alex Glenn