DiscoverFunnel Vision - For Performance-Driven Agencies & Marketers
Funnel Vision - For Performance-Driven Agencies & Marketers
Claim Ownership

Funnel Vision - For Performance-Driven Agencies & Marketers

Author: Mikael Dia - Performance Marketing Expert

Subscribed: 0Played: 1
Share

Description

Welcome to Funnel Vision, hosted by Mikael Dia, Founder & CEO of Funnelytics. This weekly podcast features Founders, CEOs, and CMOs from B2B companies generating $2-30M ARR who break down the exact playbooks behind their growth engines.

Instead of just talking strategy, our guests dive into specific numbers, channels, and tactics that are winning for them today. You'll hear how a SaaS founder built a content engine that generated $2.4M in qualified pipeline, or exactly how a marketing leader scaled from $5M to $15M ARR by optimizing one specific funnel stage.

Here’s what to expect:
-The precise growth engine our guests are using right now
-Step-by-step breakdowns of campaigns, funnels, and systems
-The specific tools and processes behind repeatable growth

Whether you're building toward eight figures or optimizing growth at a scaling startup, you'll walk away with concrete tactics you can test immediately.

Subscribe, tune in, and send us your feedback to team@funnelvision.media!
68 Episodes
Reverse
Joshua Collier and Kevin Jacobson Jr. (Co-founders of Levrg AI) join Mikael for a groundbreaking breakdown of how they helped a struggling fitness coach replace his human sales team with AI, generating 200 calls in 2 months and transforming his $20K/month business. Joshua and Kevin bring 32 years of combined sales experience and have pioneered the integration of voice AI and chat AI within Go High Level, working with over 150 businesses across 100+ industries to generate millions in revenue. Their system combines ManyChat for lead capture (achieving 91% open rates and 76% click-through rates), Go High Level as the CRM backbone, and Charlie AI for intelligent conversations that qualify prospects and book appointments. What makes this revolutionary is the AI's ability to adopt the business owner's personality - in this case, mastering Australian slang and tonality so perfectly that prospects can't tell they're talking to AI. The system handles everything from Instagram comment capture to qualification, objection handling, and appointment booking, with sophisticated branching logic that disqualifies unfit prospects (like students under 21) while nurturing qualified leads through personalized follow-up sequences. This isn't just automation - it's a complete AI sales team that works 24/7, handles 1000+ conversations daily, and converts at higher rates than human setters.The episode includes live screen sharing of the actual system in action, showing the ManyChat flows, GoHighLevel workflows, and Charlie AI configuration that's generating these incredible results.HIGHLIGHTS:0:00 Intro - AI replacing human sales teams case study2:23 Joshua's bragging rights - 32 years sales experience and AI pioneering3:38 Kevin's background - lost $150M+ Shopify store, discovered AI potential6:03 The difference: tech people build tech, salespeople build conversions10:25 Future vision - AI avatars with 98% close rates using Meta data13:24 Live system breakdown - ManyChat lead capture (91% open rates)16:20 Instagram comment triggers and qualification sequences19:10 GoHighLevel webhook integration and data mapping21:02 Charlie AI configuration - personality, tonality, and branching logic24:27 E-commerce applications - AI personal shoppers28:19 Advanced qualification with income verification32:13 Performance dashboard and conversion tracking35:04 Multi-channel deployment - email, SMS, WhatsApp integration37:09 How to get started with Leverage AI and special Charlie pricing
Christian Davis (Full-Stack Email Marketer) joins Mikael for an explosive breakdown of a 7-day challenge funnel that generated $8.8 million across three launches for publishing.com. Christian, who won Russell Brunson's affiliate competition for $100M Leads by 30% and has received personal replies from both Leila and Alex Hormozi praising his copy, architected this entire funnel strategy. The challenge taught "everyday people" how to publish royalty-generating books on Amazon in just 7 days without spending money upfront. What made this funnel remarkable was the 70% opt-in rate from warm traffic and 56% from cold traffic, plus an innovative pricing strategy that tested both $47 and $97 VIP upsells.The core offer was a $2,000 lifetime group coaching program with an 18% conversion rate to a $5,000 accelerator program via phone sales. Christian's approach combined emotional social proof (targeting retirees with relatable success stories like "31 Great Egg Recipes") with logical objection handling throughout the landing page. The funnel structure included Facebook group community, daily email sequences, live Zoom sessions, and a strategic Friday pitch (when people get paid). Key insights include using lower social proof numbers for skeptical audiences, bonus stacking for urgency, and deploying FAQ emails after every close to milk maximum conversions. This episode includes live screen sharing of the actual landing pages and complete funnel visualization.HIGHLIGHTS: 0:00 Intro 1:01 Christian's bragging rights - Hormozi replies and affiliate wins 2:36 The publishing.com business model and 253% email revenue increase 4:22 Challenge funnel concept and 7-day structure breakdown 6:19 Free challenge with $47/$97 VIP upsell strategy 9:05 Core offers: $2K coaching + $5K accelerator (18% conversion) 10:30 Landing page headline strategy - "5,949 everyday people" 13:04 Bullet structure based on biggest objections 14:46 Social proof targeting specific demographics 16:14 7-day challenge breakdown and bonus stacking 19:19 Warm vs cold traffic landing page differences 21:03 Cold traffic approach - shorter headlines and compliance 25:08 Complete funnel visualization and flow mapping 27:38 Two-week email sequence and phone sales integration 29:36 Key takeaways and Christian's contact informationConnect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Christian - Follow @ChristianTheCopywriter or visit freemailcourse.io
Scott Conorton (CMO for Mike Koenigs) joins Mikael for an in-depth breakdown of a high-converting book funnel that generated $9,000+ from just 1,112 page views. Scott, a seasoned copywriter who started during COVID and has written controls for major brands like Up Wellness and Backyard Vitality, convinced influencer Mike Koenigs to test cold traffic despite Mike's traditional resistance to it. The result was "Project Superpower," a $37 book funnel targeting founders and entrepreneurs with $2-50M businesses who want to build a "category of one" brand. Unlike typical $7-9 book funnels, this premium-priced offer used a long-form direct response sales page with 45 fascination bullets to attract serious buyers. The funnel converts at 5.8% from page view to purchase, with a 44.8% checkout conversion rate, plus strong upsells: a $245 digital blueprint (30.77% take rate) and a $1,000 virtual coffee session (10% take rate). Scott's copywriting approach follows influences like Mike Shrieve and uses strategic frameworks including the AOV Money Close and crossroads close. The success led to contracting John Mulry's E5 Agency for scaled cold traffic campaigns on Meta and YouTube. This episode includes live screen sharing of the actual funnel pages and real conversion data, making it essential viewing for anyone building book funnels or direct response offers.HIGHLIGHTS:0:00 Intro - Behind the scenes funnel breakdown2:04 Scott's copywriting journey and working with Mike Koenigs4:15 Traffic strategy - from warm email list to cold traffic testing7:00 Sales page structure and long-form copy philosophy8:12 Headline development and avatar targeting process11:16 Long-form sales letter influences and reader psychology12:42 Page structure breakdown - case studies to frameworks15:51 The "start from the top again" copywriting approach17:36 45 fascination bullets strategy for $37 price point20:32 AOV Money Close and crossroads close techniques23:01 Checkout page design and bonus presentation24:27 Upsell #1: $245 digital blueprint (32% conversion rate)28:30 Upsell psychology - get results faster framework32:53 Upsell #2: $1K virtual coffee session strategy35:41 Complete funnel metrics breakdown and ROI analysisConnect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Scott -https://www.linkedin.com/in/scottconorton/
Nicholas Delgado (CEO of TNA Associates) joins Mikael for the premiere episode of Funnel Vision's new season to break down how he scaled a D2C skincare brand from $5,000 to $1 million per month in revenue within a year using data science and AI-driven marketing strategies. Nicholas specializes in quantitative modeling and business analytics, helping e-commerce brands make faster decisions through data science combined with strategic ad spend. The skincare brand he scaled had only 3-4 organic, vegan products with a $30 average order value when he started. His approach focused on three customer types: first-time buyers, repeat customers, and subscription users, with a 90-day conversion timeline rather than immediate sales pressure. Key strategies included splitting male and female audiences due to different lifetime values, using view content and add-to-cart campaigns instead of direct conversion ads, and implementing strategic landing pages with targeted popups. Nicholas emphasized the importance of lifetime value over immediate ROAS, knowing that customers would spend $180+ over 90-120 days and $250+ as subscribers. The breakthrough came from viral TikTok content, including a post from Kylie Jenner's makeup artist, which allowed them to scale aggressively and dominate competitors through "blitzkrieg" marketing tactics. Tune into the full episode to learn how data science, AI tools, and strategic patience can transform e-commerce growth!HIGHLIGHTS:0:00 Intro 1:11 Nicholas's bragging rights - $5K to $1M monthly scaling2:08 The D2C skincare business model breakdown3:13 Early testing strategy with Facebook ads5:28 Product positioning and male skincare market penetration7:07 Evolution from homepage to strategic landing pages8:22 Customer segmentation and 90-day conversion strategy10:19 The three customer types and lifetime value focus12:59 Lead collection through targeted popups15:12 Scaling strategy and budget allocation philosophy17:39 Add-to-cart campaigns vs immediate conversions20:34 TikTok Shop early adoption and viral success23:05 Three core lessons: data science, financials, and AI24:13 How Funnel Alytics provided team clarityConnect with Mikael -   / mikaeldia  Connect with Nicholas -  / nicholasdelgado-analyst  
AJ Eckstein (Founder & CEO of Creator Match) joins Mikael to discuss the emerging world of LinkedIn creator marketing and how brands can leverage professional influencers for B2B growth. AJ's company Creator Match has run some of the biggest LinkedIn creator campaigns including Notion's viral "Notion Faces" campaign with 50 creators posting simultaneously, plus campaigns for HubSpot, BetterHelp, Teachable, and Wix. Unlike traditional social platforms, LinkedIn creators typically maintain full-time corporate jobs while building influence in their professional niches - making them trusted voices rather than traditional influencers. The platform represents a massive blue ocean opportunity since most brands haven't tapped into creator partnerships on LinkedIn yet. AJ explains that successful LinkedIn creators master "edutainment" - the balance between education and entertainment that works perfectly for B2B audiences. His free Chrome extension helps brands identify which creators are already doing sponsored content and provides analytics on engagement rates and top-performing posts. The key insight: LinkedIn creator marketing works because it combines the trust of professional recommendations with the performance of thought leader ads, creating organic-looking sponsored content that outperforms traditional LinkedIn advertising. Tune into the full episode to learn how to build your own LinkedIn creator playbook!HIGHLIGHTS:0:00 Intro1:48 AJ's bragging rights - major LinkedIn campaigns4:45 What makes LinkedIn creators different7:36 The creator opportunity and monetization10:54 What makes a great LinkedIn creator13:27 Why brands should use LinkedIn creators16:54 The power of thought leader ads18:57 Finding creators with Chrome extension tools20:30 How to approach and work with creators23:36 Key takeaways and blue ocean strategyConnect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with AJ - https://www.linkedin.com/in/aaron-aj-eckstein/ or visit creatorMatch.com
Taylor McMaster (Founder of DOT & Company) joins Mikael to discuss client onboarding and account management strategies that help agency owners scale beyond the day-to-day operational bottlenecks. Over the past 6 years, Taylor has helped over 12,000 agency owners optimize their onboarding processes through her fractional account management services. After running her own marketing agency and feeling burned out from doing everything herself, Taylor discovered her passion for account management and client relationships. She pivoted to offer fractional account managers who work 10-20 hours per week, fully white-labeled within agencies to handle client communication and project management. The biggest challenge most agencies face isn't strategy or delivery - it's communication breakdown with clients who don't know who to contact or feel left in the dark about project progress. Taylor's four-pillar framework (onboarding, project management, agency structure, and communication) helps agencies audit their current processes and systematically improve client retention. The key insight: agency owners should focus on what they do best (strategy and results) while having skilled account managers handle the operational heavy lifting. Tune into the full episode to learn how to remove yourself as the bottleneck in your agency!HIGHLIGHTS:0:00 Intro2:12 12,000 agencies helped4:18 From agency owner to account management specialist6:51 The first client success story9:03 Scaling across different agency types11:39 The origin of "Dot & Company"12:15 The four-pillar framework for account management14:36 Most common agency problems15:39 Why onboarding is make-or-break18:33 Handling client expectations about working with the founder20:27 The business impact of better account management22:06 When is the right time to hire account management?24:18 Where to connect with TaylorConnect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Taylor - https://www.linkedin.com/in/taylormcmaster/
Chris Silvestri (Founder of Conversion Alchemy) helps series A - C B2B SaaS companies increase their conversions by improving their messaging. By applying his copywriting and positioning skills, his clients have seen their conversions improve anywhere from 30 - 200%.Chris started out as a software engineer, but later on pivoted to solopreneurship. Before Conversion Alchemy, he explored and experimented with different business models including Amazon FBA and writing SEO blogs. What really stuck out about copywriting for Chris was the buyer psychology element, as well as how close you are to driving revenue-centric outcomes. The reason why AI can’t magically bring outcomes from generating copy is because the fundamentals are broken. First thing is you need to have strong positioning - know what you do, who you do it for, and why you’re unique. Next comes messaging - understanding why people should care and how to frame it. Next, Chris recommends using Claude to set up your writing project, which he elaborates more on in the full conversation.Tune into the full episode to learn how to use AI in B2B copywriting! HIGHLIGHTS:0:00 Intro3:17 How Chris learned copywriting 5:30 Frameworks vs Formulas 7:50 The reason why AI copy sucks & how to improve16:42 Is AI destroying the copywriting industry? 19:16 The future for copywriters Connect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Chris - https://www.linkedin.com/in/christophersilvestri/
Jake Hundley (CEO of Evergrow Marketing, Host of The Agency Growth Podcast) operates in the landscaping & lawn care industry. To date, 100% of their business has come inbound - which is a dream state for most agency owners. Jake and his co-founder Cody both worked at agencies prior to founding their own, and they recommend doing the same to anyone looking to become an owner. When they set up their flow, Jake and Cody picked tools that were easily scalable and repeatable, as productization was their number one priority from the start. Even though local lead gen is their speciality, they still reject clients outside of the landscaping and lawn care industries, as their internal processes aren’t fully fleshed out for other industries and they see no value in trying to expand their offer due to how many operational difficulties custom offers bring.Tune into the full episode to learn how to better productize your service!HIGHLIGHTS:0:00 Intro4:24 Revenue retention for seasonal businesses5:42 You need to prioritize scalability8:14 Different industries require different budgets10:13 How Jake closes new business12:41 Time is the only finite resource15:36 The profit-first system18:12 Jake’s growth plansConnect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Jake - https://www.linkedin.com/in/jake-hundley/
Bianca Blake (Co-Founder of Klickrr) is an expert in leveraging text-messaging as a marketing channel. Texting is a heavily underrated marketing channel. Before founding Klickrr, Bianca ran marketing for various corporations. After getting fed up with the corporate life, she found a few contractor opportunities that ultimately grew into a consultancy she ran for 5+ years.Bianca’s text messaging playbook consists of a high quality list segmented based on relevance, that you consistently engage with by sending messages that are below 160 characters without any special characters. From there, you need to analyze the data and optimize accordingly.Tune into the full episode to learn how to turn text messaging into a competitive marketing advantage!HIGHLIGHTS:0:00 Intro4:16 Bianca’s journey into entrepreneurship8:07 The Do’s and Dont’s of text message marketing 12:39 The Text Message Marketing playbook18:07 Where does text messaging fit into your strategy?Connect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Bianca - https://www.linkedin.com/in/biancablake/
Patrick Ward (VP of Marketing, Formula.Monks at Media.Monks) joins Mikael to help marketers figure out what it takes to become a truly legendary marketer. He’s constructed world-class campaigns with such global multi-billion dollar clients & partners as Google, Nike, Walmart, Sony, Allianz, Fiji Airways, Oracle, and The U.S. Space Force.What many software providers seem to forget is that they’re fundamentally competing with the status quo, not their category rivals. Even at huge conglomerates, the status quo might be an excel sheet or a few Google Docs. As a marketer, if you allow yourself to live in an advanced tech and automation echo chamber, there’s a good chance your message will never resonate and you’ll have a hard time truly weaving in the customer's mindset - which should be your top priority. Tune into the full episode to learn how to master the Marketing Mindset!HIGHLIGHTS:0:00 Intro1:10 Patrick’s world-class portfolio2:09 The fundamentals stay the same3:58 Builders vs Sellers 6:28 Understand the customers mindset 9:10 What is the Marketing Mindset?11:59 The 5 Mindset Shifts20:16 How to apply this framework?Connect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Patrick - https://www.linkedin.com/in/patrickjamesward/
Chris Roche (CEO of Catalyst Consulting) joins Mikael to discuss the bottom of the funnel (BOFU) for B2B tech. Chris is an ex-CRO who founded his agency 3 years ago, which has now grown to over 7 figures in ARR.One hugely impressive stat about Catalyst Consulting is that Chris has been able to scale the agency to 7 figures with only around $10k spent in paid advertising. Chris attributes their organic growth to their ability to deliver tangible ROI to their clients, and due to their current fixed capacity it would be redundant to invest further in marketing their service. When Chris evaluates clients, they typically look for a minimum of $25k ACV for a sales-led organization, or a 6-12 month CAC payback period for a PLG company. These aren’t the only metrics that matter though - most early stage startups think that they know their true numbers, when in reality they haven’t accounted for sales commissions, trial-to-purchase conversion rates, or other data that is missing from their calculations and CRM.Tune into the full episode to learn how focusing on BOFU drives real ROI!HIGHLIGHTS:0:00 Intro2:09 Chris’s entrepreneurial journey4:29 Scaling to 7 figures organically 6:03 The analytical edge 7:54 PLG vs Sales-Led9:47 You don’t need a crazy tech stack10:31 Fix your CRM data ASAP14:37 Are paid ads the right move for your business?15:45 The revenue metrics that matter18:04 LinkedIn Success = Strong ICPConnect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Chris - https://www.linkedin.com/in/thechrisroche/
Lindsey Carnett (CEO & Founder of Marketing Maven, Author of The Marketing Maven Method: Secrets of a Maven) joins Mikael to help agency owners differentiate between brand and performance marketing, and better understand how to approach PR.Brand Marketing & PR often get neglected in favour of performance marketing due to it being more difficult to measure the ROI of brand initiatives. Instead of thinking about the direct ROI of every campaign, to properly measure brand you need to focus on metrics such as conversation rates and sales velocity, as the goal here isn’t simply generating leads - it’s increasing the overall trust in your company.Crafting a good brand message requires understanding your business objectives, reverse-engineering a plan based on other success stories, and building a bespoke strategy based on this competitive analysis. Then, you need to swim with the grain enough to look like a real player in your space, while figuring out how you’ll approach your unique messaging to stick out. Tune into the full episode to learn how to better balance Brand and Performance Marketing!HIGHLIGHTS:0:00 Intro3:12 Lindsey’s PR experience4:21 Trust brings ROI7:01 Lindsey’s creative journey10:12 The Marketing Maven Method12:45 What makes a good brand message?16:55 Be the right level of unique18:55 Quirky, Timely, Local, Hard News, Personality 20:09 Quirky vs Personality21:48 SummaryConnect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Lindsey - https://www.linkedin.com/in/lindseycarnett/
Robert Glazer (5x Entrepreneur, #1 WSJ & USA Today Best Selling Author, Top 0.1% Podcast Host) is an expert in all things affiliate marketing. His affiliate journey started with the realization that cost-effective lead sources are the lifeblood of business, and at the time content partnerships were a brand new niche that could provide exactly that.To date, Robert has written 7 books, earning prestigious titles such as the number 1 spot on The Wall Street Journal and USA Today. His first book, “Performance Partnerships: The Checkered Past, Changing Present and Exciting Future of Affiliate Marketing“, came from a ton of industry conversations regarding the subject.Tune into the full episode to learn how to approach affiliate marketing in 2025!HIGHLIGHTS:0:00 Intro2:44 Roberts first tango with Affiliate Marketing 6:32 Creator success requires passion9:32 The journey of writing 7 books11:58 The different types of affiliate labels 16:42 How to build a solid partner program19:16 Affiliate marketing isn’t easyConnect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Robert - https://www.linkedin.com/in/glazer/
Phil Ranta (COO at Fixated) is a pioneer of the digital media revolution, working as a pre-YouTube professional web video producer in 2005, video content app creator before the smartphone revolution in 2007, an early exec in the MCN boom with two successful exits, and as the Head Gaming Creators at Facebook and Mobcrush, driving the live streaming and the creator-driven media paradigm shift. Phil joins the Funnel Vision Show to talk on founder-led brands and how to build one that generates revenue.Becoming a content creator is the most popular career choice among Gen-Z,  and in such a competitive market you can no longer just “wing it” and expect exceptional results. Phil refers to it as the ultimate get rich slow scheme, as you need to combine technical creator skills, creative innovations and a consistent publishing schedule to even have a chance at making a career out of it. Tune into the full episode to learn how to thrive in the creator economy! HIGHLIGHTS:0:00 Intro2:56 How does the creator economy work?5:14 How the creator economy has evolved7:32 The modern creator playbook10:02 What got Phil into the creator world12:42 What does Fixated do?15:03 What platforms are crushing it in 2025?18:25 Success is not a guarantee20:35 Building a LinkedIn followingConnect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Phil - https://www.linkedin.com/in/philranta/
Stephanie Kelly (Chief Product Officer at Styles) started her career in marketing and communications before transitioning to executive coaching. After 15 years in marketing, including working with boutique agencies and in crisis communications, she experienced a health challenge that led to a profound career shift. She became passionate about helping people understand their behavioral tendencies and how to leverage them effectively.In this episode, Mikael and Stephanie discuss the Styles assessment, a psychometric tool that analyzes how people behave under pressure. Unlike personality tests, Styles focuses on biological responses and behavioral tendencies. The assessment identifies four main styles: Control (visionaries focused 3-5 years ahead), Influence (relationship-focused people concerned with the present), Power (builders focused on the next 90 days), and Authority (data-driven analysts who look to the past to make sense of the future).Stephanie explains how understanding these styles can dramatically improve marketing effectiveness by helping professionals tailor their communication, pitches, and content to match their audience's natural tendencies. She also shares practical ways to identify someone's style through observation and how to leverage this knowledge to build stronger teams and more effective marketing strategies.Tune into the full episode to learn how to better understand yourself as a marketer! HIGHLIGHTS:0:00 Intro1:10 How Stephanie went into coaching3:31 From Marketing to Product 5:01 What makes Styles different11:20 How to use assessments to become a better marketer15:07 Have better conversations by assessing the other side19:32 How different styles behave online 
Craig Rodney (Founder at The Agency Coach) helps agencies systemize their processes and scale. He started his first agency way back in 2002, grew the business, went through a merger and in 2013 sold his first business. After 2016, he started coaching other agency owners so they can follow his path.The first big mistake that Craig had to pinpoint and solve in his agency was the fact that he was the go-to person for all of their clients. Even though this approach got them blue chip clients, he realized the same thing that most agency owners run into - you can’t scale yourself. Delegation is hard when you’re a small agency owner. Being overly attached to your work and thinking you’re the only person who can deliver real quality normal, but it’s also a one-way ticket to staying in survival mode forever. Craig advises that you get out of survival mode as soon as possible by learning how to hire the right people - ones that allow you to devalue money and increase the value of time.Tune into the full episode to learn how to properly scale an agency!HIGHLIGHTS:0:00 Intro2:43 How Craig learned how to let go6:04 You need to be ready to delegate9:02 Survival mode decisions don’t scale13:00 Leverage your time correctly16:49 Mindspace matters most Connect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Craig - https://www.linkedin.com/in/craigrodney/
Frank S. Pierce (3x CMO with enterprise sales expertise in Financial Services, Retail and Tech) joined the show to discuss how agencies can get out of the SMB space and secure upmarket clients. While Frank started out in Marketing and has held 3 CMO roles, his latest career accolades are mostly in the realm of enterprise sales. As a marketer, he sat in on many client calls - which ultimately helped him understand the market better and got him interested in moving on to sales. Over the years, Frank has noticed that the salespeople who succeed no matter the circumstances are the ones who take their preparation very seriously.Tune into the full episode to learn how to sell into F500 companies!HIGHLIGHTS:0:00 Intro1:13 Three time CMO journey2:53 How Frank went into enterprise sales4:35 Preparation is everything in sales 7:55 How to effectively multithread 10:12 Identifying the right stakeholders12:31 Be nice to the assistants! 13:49 The Enterprise Sales framework17:01 Figure out what really matters Connect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Frank - https://www.linkedin.com/in/frankspierce/
Audra Carpenter (Founder of ATEC Dynamics and zindo+co) is an expert in utilizing AI in marketing. She’s worked with companies across the whole spectrum - from early stage startups all the way to the Fortune 500, providing services such as website building, AI implementation and overall strategy.When it comes to AI implementation, Audra started with figuring out which parts of her daily workflow could be augmented to either reduce the time spent or automate completely. Now she’s combining multiple tools to create content at scale. What used to take 2 days now takes 10 minutes to draft, but Audra still recommends that you make your own edits and adjust the content so you won’t jeopardize your brand with low quality content.Tune into the full episode to learn new ways how to use AI in marketing!HIGHLIGHTS:0:00 Intro3:01 What’s the state of AI in marketing today?6:41 The current state of AI in marketing8:10 Creating AI content at scale9:36 How to make AI sound on brand11:49 Audra’s new content creation product13:06 How the Marketing role is changing17:41 Don’t get replaced by AIConnect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Audra - https://www.linkedin.com/in/audracarpenter/
Phil Rivers (Founder of Growthpointe, 2 previous exits) has generated $200+M in email revenue for his eCommerce clients. The King of Klaviyo has acquired 500+ clients during his agency career.Phil started creating email lists in 2005. After he graduated college, he joined a software company and started a marketing side hustle. At first, he was a generalist doing email marketing, web services and other small tasks. Realising that selling a jack of all trades service isn’t very profitable, he found a comfortable niche in email marketing. Nowadays Phil is mostly focused on his nearshore business. He noticed that agencies spend way too much time hiring, and over the years Phil got really good at sourcing high quality candidates - so this transition came very naturally. Tune into the full episode to learn how Phil scaled to 9 figures in client revenue!HIGHLIGHTS:0:00 Intro2:01 The journey to $200M+ in Sales7:51 How Phil built his own revenue engine11:48 The 9 figure email revenue secret16:43 The move to nearshore 18:07 How to increase your conversions Connect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Phil - https://www.linkedin.com/in/thephilrivers/ 
Jade Caillot (Founder of ELLEVATE) runs a specialized agency in accelerating the growth of women-founded and women-led businesses. As of December 2024, she’s also a Forbes featured Marketing Expert.In simpler terms - they take businesses that aren’t sure how to scale to their goals and make their dreams a reality. They focus on helping companies make a difference in their market, build an engaged audience and get an ROI that accelerates quickly. They start off with auditing the leader as a person, and then move to the executive team. This helps ELLEVATE build a strategy that is bespoke, authentic and 100% aligned with the goals of their client.Jade’s approach to running an agency that offers bespoke services is to always start off with the important details. Do they have the time, money and dedication to do this? From there, they move on to research, strategy and building out operations.Tune into the full episode to learn how to operate a bespoke marketing agency!HIGHLIGHTS:0:00 Intro3:05 Jade’s Marketing background5:25 The ELLEVATE way of running an agency6:34 The current service offer9:53 How to offer fully custom services13:21 The balance between working in vs on your agency18:34 Relatable messaging sells Connect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Jade - https://www.linkedin.com/in/jade-caillot/
loading
Comments