The Motii Playbook

Motii

The Motii Playbook is a weekly business podcast focused on the real systems behind growth. Hosted by the Motii team, the show explores how modern businesses can create momentum through smarter sales processes, connected systems and practical technology decisions. Each episode highlights one key shift, one system improvement and one measurable result — helping business owners, sales leaders and operations teams scale with clarity and confidence. Featuring expert conversations with Motii consultants and leading technology partners, this podcast is built for teams who want practical progress, not empty growth advice

  1. 5d ago

    Beyond Referrals: How to Start Growing on Purpose

    In This Episode For many growing businesses, referrals are the first growth engine. They are also a sign that customers trust the work. But referrals alone can be hard to predict, scale, or build a hiring plan around. In this episode of The Motii Playbook, Fred Schnell speaks with Marta El Bay, Head of Partnerships at Surfe, about what it takes to move from word-of-mouth growth to a more deliberate outbound motion. The conversation is practical, honest, and refreshingly grounded: before buying another tool or chasing another AI workflow, businesses need to understand who they serve, clean up the way their teams work, and build a simple system they can actually use. What We Cover Why referrals are a strong signal of trust, but not a reliable growth plan on their own.When growing businesses usually realise word of mouth is no longer enough.Why outbound often feels uncomfortable, complicated, or too easy to postpone.How messy CRM data, unclear ownership, and poor team adoption can slow down even good tools.Why outbound starts with a clear ideal customer profile before it starts with software.How Surfe helps sales teams move from LinkedIn research into CRM follow-up with less manual admin.Why enrichment works differently when it aggregates multiple data sources instead of relying on one fixed database.The first useful steps a referral-led business can take before hiring salespeople or building complex automation.Resources Mentioned SurfePipedriveHubSpotSalesforceCopperLinkedIn and Sales NavigatorClay, n8n and Make Want to turn insight into action? Book a Momentum Call and we’ll map out exactly how to apply this to your business: 👉 Book your call Explore the Playbook Frameworks, systems, and real execution: 👉 https://motii.co/playbook Trial the CRM we use to build scalable revenue systems:  👉 FREE Pipedrive Trial   🌐 Connect with Motii  LinkedIn → https://www.linkedin.com/company/motii Instagram → https://www.instagram.com/motii.co YouTube → https://www.youtube.com/@MotiiSales

  2. Jul 13

    Zendesk Sell Series Part 2: Zendesk Sell to Pipedrive: Is Pipedrive Really the Right CRM for You?

    In This Episode Zendesk Sell users know the decision point is coming. With Zendesk Sell being retired, many teams are now asking the obvious next question: is Pipedrive really the right CRM to move to? In this episode of the Motii Playbook, Fred Schnell is joined by Ben Fuller and Kile Rogers to unpack why Zendesk has recommended Pipedrive as the official migration path, what makes it a natural fit for sales-led teams, and where businesses still need to be careful before making the move. What We Cover Why Zendesk has recommended Pipedrive as the official migration partner for Zendesk Sell usersThe three key reasons Pipedrive is a natural fit: Zendesk integration, sales CRM focus, and platform alignmentWhat Zendesk Sell users are most worried about when changing CRM systemsWhy CRM selection should start with process, not software featuresHow Pipedrive compares with other CRM options like HubSpot, Salesforce, Zoho, Capsule and InsightlyWhy simple, activity-based CRM design can be a strength for sales teamsThe importance of user adoption, mobile access, integrations, reporting and automationWhy businesses should avoid treating CRM migration as a straight software swapHow a CRM can become the backbone of a growing business, rather than just another platform Resources Mentioned Zendesk SellPipedriveMonday.comMotii Playbook and Zendesk Sell migration guideWant to turn insight into action? Book a Momentum Call and we’ll map out exactly how to apply this to your business: 👉 Book your call Explore the Playbook Frameworks, systems, and real execution: 👉 https://motii.co/playbook Trial the CRM we use to build scalable revenue systems:  👉 FREE Pipedrive Trial   🌐 Connect with Motii  LinkedIn → https://www.linkedin.com/company/motii Instagram → https://www.instagram.com/motii.co YouTube → https://www.youtube.com/@MotiiSales

    Zendesk Sell Series Part 2: Zendesk Sell to Pipedrive: Is Pipedrive Really the Right CRM for You?

  3. Jul 6

    Motii Mini: From first call to go-live; what a CRM implementation actually looks like

    In This Episode If you've ever wondered what actually happens after you decide to implement a CRM, this episode takes you behind the scenes. Katie Tassone-Milligan and Ben Fuller unpack the practical steps in a CRM implementation with a partner, from discovery and configuration through to data migration, training, go-live and adoption. The conversation is grounded in the real questions business owners ask before they commit: how much time will it take, what resources are needed, how clean does the data need to be, and what can be done before the first consultation? The short answer: the best implementations are collaborative, focused and practical. A strong partner does not just configure software. They help clarify the sales process, bring the right data into the system, train the right people and keep a close eye on adoption once the team goes live. What We Cover What happens before and during a CRM implementation kickoff meetingWhy discovery starts with the sales process, not the softwareHow sample data helps teams understand the system before go-liveWhy the final data migration usually happens just before launchHow champion users help with training and internal adoptionWhy implementation is not finished the moment the system goes liveTypical implementation timelines for a Pipedrive rolloutWhat can delay a project, including dirty data and too many stakeholdersHow a phased approach can get teams using the system earlierWhat to prepare before speaking with a CRM implementation partnerResources Mentioned Tools and platforms mentioned in the episode: Pipedrive, HubSpot, Salesforce, Excel, NetSuite and MiroWant to turn insight into action? Book a Momentum Call and we’ll map out exactly how to apply this to your business: 👉 Book your call Explore the Playbook Frameworks, systems, and real execution: 👉 https://motii.co/playbook Trial the CRM we use to build scalable revenue systems:  👉 FREE Pipedrive Trial   🌐 Connect with Motii  LinkedIn → https://www.linkedin.com/company/motii Instagram → https://www.instagram.com/motii.co YouTube → https://www.youtube.com/@MotiiSales

  4. Jun 29

    Zendesk Sell Series Part 1: Zendesk Sell is retiring — here's everything you need to know

    Zendesk Sell Is Retiring: What Every Business Needs to Know Before 2027 In This Episode Zendesk has announced that Zendesk Sell will be retired, with the platform scheduled to cease operation on 31 August 2027. While that date may seem a long way off, businesses relying on Zendesk Sell need to start planning now. The CRM itself will continue operating until the retirement date, but once that deadline arrives, access to the platform and its data will be permanently removed. In this first episode of the Motii Playbook Zendesk Sell Series, Katie Tassone-Milligan is joined by Motii Senior Implementation Specialist Kate Hay to unpack exactly what the retirement means for businesses. Together, they explore why Zendesk is stepping away from the CRM market, the broader technology trends driving that decision, and what customers should be doing today to protect their data and future sales operations. The conversation also highlights a common misconception: migrating from one CRM to another is not simply a matter of exporting contacts and importing them elsewhere. Workflows, automations, reporting, activity history, attachments, user setup, compliance records and business processes all need to be considered. For many organisations, the migration itself may take weeks, but the planning, data preparation, platform selection and team adoption process can take 12 to 18 months. Most importantly, this episode reframes the Zendesk Sell retirement as an opportunity rather than a disruption. Businesses now have the chance to review their current systems, improve processes, involve key stakeholders and select a platform that better supports their future growth. What We Cover Why Zendesk Sell is being retired and what the August 2027 deadline meansThe industry shift separating CRM platforms from customer service platformsWhat data can and cannot be exported from Zendesk SellWhy CRM migrations are more complex than simply moving contacts and dealsThe risks of delaying migration planning until the final monthsHow to assess whether your current data is ready for migrationWhy businesses should involve their teams early in the decision-making processThe role of change management during CRM transitionsAlternative CRM options including Pipedrive, Salesforce and Monday.comWhen it makes sense to engage an implementation partner to support migration Want to turn insight into action? Book a Momentum Call and we’ll map out exactly how to apply this to your business: 👉 Book your call Explore the Playbook Frameworks, systems, and real execution: 👉 https://motii.co/playbook Trial the CRM we use to build scalable revenue systems:  👉 FREE Pipedrive Trial   🌐 Connect with Motii  LinkedIn → https://www.linkedin.com/company/motii Instagram → https://www.instagram.com/motii.co YouTube → https://www.youtube.com/@MotiiSales

    Zendesk Sell Series Part 1: Zendesk Sell is retiring — here's everything you need to know

  5. Jun 22

    You’re Logging the Call. But Are You Capturing the Conversation? with Sabrina da Rocha of CloudTalk

    In This Episode Most sales leaders can see that calls are happening. They can count activity, watch deals move and check the pipeline. What is harder to see is what actually happened inside each conversation and what context disappears when call notes are rushed, incomplete or stuck in someone's head. In this episode of the Motii Playbook, Fred Schnell speaks with Sabrina Da Rocha, Senior Sales Manager at CloudTalk, about how sales teams can move beyond call logging and start using conversation intelligence to improve handovers, forecasting, coaching and customer experience. The conversation explores why the quality of sales conversations matters as much as the quantity, and how better call capture can help reps spend less time on admin and more time having useful, human conversations. For business owners and sales leaders, the takeaway is practical: activity data is a good start, but it is not enough on its own. When call context is captured properly, teams can protect momentum, coach with evidence and make the CRM a more reliable source of truth. What We Cover Why call logs alone do not show the full picture of sales performanceThe risk of losing deal momentum when call context sits only in a sales rep's headHow automated summaries and transcripts reduce manual admin for busy repsWhy CRM hygiene, pipeline stages and call intelligence need to work togetherHow better handovers protect the customer experience when team members are awayWhy coaching should focus on conversation quality, not just call volumeHow leaders can use call insights in one-on-ones, forecasting and deal reviewsThe mindset shift from measuring activity to improving the quality behind the numbersResources Mentioned Tools and frameworks mentioned in the episode: CloudTalk:  Cloudtalk is smart calling software built for sales teams. Get real-time analytics, call automation, and CRM integrations to turn more conversations into closed deals. DISCOUNT CODE: Motii25% For 25% off for 6 months Must be a paid customer before July 15th. Book a call to find out more: https://calendly.com/tom-motii/cloudtalk-demoPipedriveWant to turn insight into action? Book a Momentum Call and we’ll map out exactly how to apply this to your business: 👉 Book your call Explore the Playbook Frameworks, systems, and real execution: 👉 https://motii.co/playbook Trial the CRM we use to build scalable revenue systems:  👉 FREE Pipedrive Trial   🌐 Connect with Motii  LinkedIn → https://www.linkedin.com/company/motii Instagram → https://www.instagram.com/motii.co YouTube → https://www.youtube.com/@MotiiSales

  6. Jun 15

    When the Phone Stops Ringing What Trade Businesses Can Do Right Now to Protect Their Pipeline | Part 2

    If your trade business has the job side under control but the sales side still feels scattered, this episode is worth a listen. Fred Schnell is joined by Noam Horenczyk from Simpro and Kate Hay from Motii to unpack what happens before the job is won, why pipeline visibility matters, and how a cleaner handover can protect both margins and customer relationships. What We Cover Why a job management platform like Simpro does not replace a front-end sales pipeline.What Kate often sees inside trade businesses: individual spreadsheets, disconnected inboxes, and limited visibility for business owners.Why relationship-led sales still matters, but now needs faster follow-up, better tracking, and more consistent nurturing.How to keep “not yet” opportunities warm when customers are waiting on finance, approvals, timing, or competing quotes.What changes when business owners can see lead volume, conversion rates, seasonal trends, and future resourcing needs.Why the handover between sales and delivery is a critical point for margins, customer experience, and operational flow.How connecting Pipedrive and Simpro can reduce double handling and move customer, site, and job information into the right operational fields.Why teams are more likely to enter useful data when they understand who uses it and where it appears later.How AI can help trade businesses with admin, follow-ups, repeated emails, and operational gaps without replacing the people on the tools.Resources Mentioned SimproPipedrive Want to turn insight into action? Book a Momentum Call and we’ll map out exactly how to apply this to your business: 👉 Book your call Explore the Playbook Frameworks, systems, and real execution: 👉 https://motii.co/playbook Trial the CRM we use to build scalable revenue systems:  👉 FREE Pipedrive Trial   🌐 Connect with Motii  LinkedIn → https://www.linkedin.com/company/motii Instagram → https://www.instagram.com/motii.co YouTube → https://www.youtube.com/@MotiiSales

  7. Jun 8

    When the Phone Stops Ringing What Trade Businesses Can Do Right Now to Protect Their Pipeline | Part 1

    In this episode of The Motii Playbook, Fred Schnell speaks with Noam Horenczyk, Principal of Technology Partnerships at Simpro, and Kate Hay, Senior Implementation Specialist at Motii, about what has changed across the trades market and why connected systems are becoming essential for businesses that want to stay profitable. What We Cover Why the trades and field service market feels harder than it did during the boom yearsHow labour shortages, competition and squeezed margins are changing business prioritiesWhy small operational errors can quickly turn profitable jobs into loss-making workThe role of “chaos variables” in field service, from missing parts to unavailable techniciansHow customer expectations have shifted in an on-demand economyWhy connected systems matter more than simply adding more softwareHow trade businesses can start with the workflow problem instead of chasing every new toolResources Mentioned SimproPipedrive Want to turn insight into action? Book a Momentum Call and we’ll map out exactly how to apply this to your business: 👉 Book your call Explore the Playbook Frameworks, systems, and real execution: 👉 https://motii.co/playbook Trial the CRM we use to build scalable revenue systems:  👉 FREE Pipedrive Trial   🌐 Connect with Motii  LinkedIn → https://www.linkedin.com/company/motii Instagram → https://www.instagram.com/motii.co YouTube → https://www.youtube.com/@MotiiSales

  8. Jun 1

    95% of Support Queries Resolved by AI Customer Service in the Era of AI

    95% of Support Queries Resolved by AI Customer Service in the Era of AI In this episode, Fred Schnell hosts Declan Ivory, VP of Customer Support at Fin, to explore how AI is transforming customer service. Discover how achieving an 83% resolution rate without human interaction is possible, what pitfalls to avoid, and how to shift your mindset toward scalable, value-driven support. Key topics: The reality behind Fin’s 83% AI resolution rate and how it’s achievedThe importance of customer experience over pure automation metricsChallenges faced during AI deployment and how to overcome content quality issuesMeasuring success: Customer satisfaction scores and feedback mechanismsThe evolving role of support teams and mindset shifts needed for AI adoptionHow AI reshapes the support workforce, costs, and customer loyaltyCritical factors for starting AI integration successfullyThe significance of quality content and conversation design in AI supportFuture trends: From cost-cutting to value creation in AI-driven supportResources & Links: Fin (formerly Intercom)Want to turn insight into action? Book a Momentum Call and we’ll map out exactly how to apply this to your business: 👉 Book your call Explore the Playbook Frameworks, systems, and real execution: 👉 https://motii.co/playbook Trial the CRM we use to build scalable revenue systems:  👉 FREE Pipedrive Trial   🌐 Connect with Motii  LinkedIn → https://www.linkedin.com/company/motii Instagram → https://www.instagram.com/motii.co YouTube → https://www.youtube.com/@MotiiSales

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The Motii Playbook is a weekly business podcast focused on the real systems behind growth. Hosted by the Motii team, the show explores how modern businesses can create momentum through smarter sales processes, connected systems and practical technology decisions. Each episode highlights one key shift, one system improvement and one measurable result — helping business owners, sales leaders and operations teams scale with clarity and confidence. Featuring expert conversations with Motii consultants and leading technology partners, this podcast is built for teams who want practical progress, not empty growth advice

Information

  • Creator
    Motii
  • Years Active
    2026
  • Episodes
    17
  • Rating
    Explicit
  • Copyright
    © 2026 The Motii Playbook
  • Show Website
    The Motii Playbook