Revenue Remix - Inspiring Visionary Leaders

Summer Poletti
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This is the podcast for leaders tired of guesswork. Get clear, actionable strategies to grow your revenue—and your reputation as the one who gets it done. summerpoletti.substack.com

  1. 6시간 전

    Making Customer Onboarding a Competitive Moat Featuring Serial Founder Rachel Lyubovitsky of Setuply

    In this episode of Revenue Remix, Summer Poletti interviews Rachel Lubovitsky, a successful serial entrepreneur and founder of Setuply. They discuss Rachel's journey from a technical background in computer science to becoming a serial entrepreneur, the impact of AI on business, and the importance of client experience, particularly in onboarding. Rachel shares insights on knowing when to sell a business, the unsexy origin story of Setuply, and how to identify real problems worth solving. The conversation emphasizes the need for scalability and systematization in business processes, and Rachel offers valuable advice for founders looking to grow their companies. Learn more about Setuply and how they’re changing customer onboarding. Find Rachel and Setuply on Linkedin. Takeaways * Rachel transitioned from tech to business, enjoying building relationships. * AI is changing the landscape for startups and entrepreneurs. * Identifying real pain points is crucial for business success. * Client experience is often overlooked in favor of sales. * Onboarding is a critical phase that can make or break client relationships. * AI can enhance onboarding and customer support processes. * Founders should keep scalability in mind while building their products. * Systematization of processes is necessary for growth. * Traveling is a passion for Rachel, having visited 70 countries. * Every client should feel valued and special throughout their journey. Sound bites * "Sales alone isn't enough for growth." * "Onboarding is often overlooked." * "Traveling is the greatest fun." Chapters * 00:00 Introduction * 02:33 The Evolution of Entrepreneurship and AI * 05:11 Deciding When to Exit a Business * 07:54 The Unsexy Origin Story of Setuply * 10:35 Identifying Real Problems to Solve * 13:13 The Importance of Client Experience * 15:54 Focusing on Onboarding for Success * 18:54 The Role of the Onboarding Guide * 20:03 Transforming the Onboarding Experience * 21:20 The Importance of Continuous Support * 23:40 Recognizing Value Beyond the Sale * 25:00 Leveraging AI in Customer Experience * 28:18 Enhancing Communication with AI * 30:30 Bridging Knowledge Gaps with Machine Learning * 32:38 Scaling for Future Growth * 36:03 Travel and Personal Insights This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit summerpoletti.substack.com

    39분

  2. 9월 9일

    Finding Freedom in Entrepreneurship with Christina Olsen: The Continuing Journey of an Exited Founder

    In this episode of Revenue Remix, Summer Poletti interviews Christina Olsen, a visionary investor and transformational hypnotherapist. Christina shares her entrepreneurial journey, the importance of having an exit plan, and the emotional challenges faced after selling her company. She discusses the significance of understanding one's identity beyond professional titles and the role of community in achieving success. Christina also highlights her experiences with investing and the transformative power of hypnosis in overcoming limiting beliefs and enhancing emotional intelligence. Explore more on www.brightsol.co Follow Christina on LinkedIn Takeaways * Christina started working at a young age, driven by a desire for freedom. * Entrepreneurs often seek freedom but may find themselves overwhelmed by responsibilities. * Having an exit plan is crucial for any business owner. * Emotional ties to a business can lead to identity loss after an exit. * Defining personal values is essential for aligning with business partners. * Investing requires thorough research and understanding of financial plans. * Community and collaboration can enhance success in business. * Hypnosis can be a powerful tool for overcoming limiting beliefs. * Emotional intelligence is increasingly important in leadership. * Taking time for self-reflection is vital for personal and professional growth. Sound bites * "Have a plan to exit." * "I lost my identity." * "Own your magic." Chapters * 00:00 Introduction to Christina Olsen * 03:26 Christina's Early Work Experience and Values * 06:04 The Entrepreneurial Journey Begins * 08:54 Lessons from Scaling a Company * 11:29 The Decision to Exit * 14:17 Emotional Ties and Identity After Exit * 16:54 Finding the Right Fit for Your Company * 20:04 Planning the Next Chapter * 22:39 Investments and Business Advising * 25:21 Transformative Power of Hypnosis * 27:22 Understanding Hypnosis in Professional Life * 32:31 Overcoming Self-Limiting Beliefs * 35:28 Lessons from Investment Mistakes * 40:29 The Importance of Collaboration * 42:39 Emotional Intelligence in the Age of AI * 43:38 Finding Identity Beyond Titles * 44:45 Embracing Nature and Family Adventures This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit summerpoletti.substack.com

    49분
  3. The Intersection of AI and Sales: A Panel Discussion With Powerhouse Leaders

    9월 7일

    The Intersection of AI and Sales: A Panel Discussion With Powerhouse Leaders

    In this episode of Women X AI, the hosts and guests discuss the transformative impact of AI on sales processes and customer interactions. They explore how AI is reshaping the sales landscape, enhancing efficiency, and enabling sales professionals to focus on building relationships rather than manual tasks. The conversation also delves into the importance of understanding customer journeys, the role of automation, and the necessary guardrails for using AI responsibly in customer-facing roles. The episode concludes with a lightning round of recommendations and community engagement ideas. Learn More About Women X AI This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit summerpoletti.substack.com

    42분

  4. 9월 2일

    Protect Your Clients From Poaching

    Summary In this classic episode, Summer Poletti discusses effective strategies for retaining clients and enhancing business relationships. She emphasizes the importance of treating clients as partners, conducting regular business reviews, aligning goals for mutual success, leveraging referrals, and utilizing social proof to attract new clients. The insights provided aim to help businesses protect their existing client base and drive growth, especially as the year comes to a close. Takeaways * Most clients won't leave just because of cost. * Treat your clients like partners, not just accounts. * Regular business reviews can significantly reduce client attrition. * Align your goals with your client's future success. * Referrals can help you hit year-end targets. * Social proof is a powerful marketing tool. * Happy clients are more likely to give referrals. * Incorporate gifting strategies into customer success programs. * Success stories can enhance your marketing efforts. * Your existing clients are your most valuable assets. Sound Bites * "Cut client attrition in half." * "Eliminated avoidable client churn." * "Social proof is invaluable." Chapters * 00:00 Protecting Your Client Relationships * 03:50 Becoming Partners with Clients * 07:09 Leveraging Business Reviews for Success * 09:54 Utilizing Social Proof and Referrals * 10:41 Introduction to Go-to-Market Strategies * 11:05 Advice for Leaders in Client Protection This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit summerpoletti.substack.com

    11분

  5. 8월 26일

    Enough About AI! These 6 Old-School Sales Traits will never go out of style

    In this episode, Summer Poletti discusses timeless sales techniques that remain effective in today's tech-driven world. She emphasizes the importance of building relationships, understanding client needs through a consultative approach, and the value of strategic partnerships. The conversation also highlights the significance of in-person connections and the necessity of persistence in sales efforts. Ultimately, the episode reinforces that success in sales is rooted in trust, relationships, and consistent effort, even in an era increasingly influenced by AI. Takeaways * Salespeople are primarily motivated by financial incentives. * A well-crafted sales strategy can boost revenue without expanding the team. * Building genuine relationships is crucial for long-term success. * Consultative selling focuses on understanding and solving client challenges. * Strategic partnerships can enhance lead generation and sales effectiveness. * Providing value without immediate expectations fosters goodwill. * In-person interactions are increasingly valuable in a digital world. * Persistence and follow-up are key to successful sales. * Timeless sales techniques remain relevant despite technological advancements. * Trust and relationships are the core of successful sales. Sound bites * "Salespeople are loyal to their wallets." * "Strategic partnerships amplify your reach." * "Sales is hard work and requires persistence." Chapters * 00:00 Introduction to Sales Loyalty and Revenue Growth * 02:49 The Importance of Relationships in Sales * 06:01 Consultative Selling: Understanding Client Needs * 08:49 Strategic Partnerships and the Give-to-Get Mentality * 11:36 The Value of In-Person Connections and Consistency This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit summerpoletti.substack.com

    14분

  6. 8월 19일

    6 Strategies to Increase Revenue Without Increasing Headcount

    In this episode, Summer Poletti discusses the vision for an Agile Financial Services company that can achieve profitable growth without increasing headcount. She outlines actionable strategies for aligning department leaders, implementing effective demand generation, enhancing customer success, and leveraging data-driven decisions and AI to optimize business operations. The conversation emphasizes the importance of collaboration, strategic partnerships, and a proactive approach to customer engagement in driving sustainable growth. Takeaways * Align department leaders to scale without hiring more salespeople. * A solid demand generation strategy is crucial for success. * Educational content should address each stage of the buyer's journey. * Having an expert available for buyers is essential. * A strong partner program can help scale without adding headcount. * Proactive customer success strategies can retain and grow clients. * Data-driven decisions ensure resources are focused effectively. * AI can identify underperforming areas and optimize efficiency. * Rethink traditional business growth models for sustainability. * Collaboration across departments is key to achieving goals. Sound bites * "You need an expert available for buyers" * "AI can help identify underperforming areas" * "Rethink older models of business growth" Chapters * 00:00 Vision for Agile Financial Services * 02:51 Strategies for Scaling Profitability * 06:05 Data-Driven Decisions and AI Integration This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit summerpoletti.substack.com

    9분

  7. 8월 12일

    Don't Go To Market With an MVP!

    Crafting Seamless Experiences with Nithya Subramaniam Join Summer Poletti as she chats with Nithya Subramaniam, a senior product designer at Clarity AI. Discover how Nithya's background in classical dance and architecture informs her approach to designing AI-powered solutions. They discuss the importance of human-centered design, the balance between business goals and user feedback, and the subtle integration of AI in product design. Key Takeaways: The role of classical dance in developing systems thinking. Transitioning from architecture to tech and its impact on product design. The importance of balancing business goals with user feedback. Why MVPs might not be enough in today's competitive market. The concept of invisible UX and its role in inclusive design. Follow Nithya on LinkedIn #ProductDesign #AI #UserExperience #Innovation Subscribe to Revenue Remix on your favorite podcast platform and follow us on YouTube for more insights and interviews. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit summerpoletti.substack.com

    35분

  8. 8월 5일

    Your Sales Onboarding is Sabotaging Your Team's Success!

    In this episode of Revenue Remix, Summer Poletti discusses the critical importance of effective sales hiring and onboarding processes. She emphasizes that many companies fail to prepare their salespeople adequately, leading to slow ramp-up times and higher turnover rates. Summer outlines actionable strategies for creating a structured onboarding plan that includes mentoring, measurable ramp-up goals, continuous training, and alignment with the sales cycle. By implementing these strategies, companies can improve their sales performance and drive sustainable revenue growth. Takeaways * Sales hiring is challenging; assessing cultural fit is crucial. * Structured onboarding significantly boosts new hire productivity. * Most onboarding fails due to lack of customer focus. * Sales reps need real-world experience early on. * Mentoring and cross-training are essential for new hires. * Clear, measurable ramp-up plans help set expectations. * Align onboarding with the actual sales cycle for success. * Continuous training is necessary beyond initial onboarding. * Sales reps must be equipped with the right tools and resources. * Leveraging referrals can shorten the sales cycle. Chapters * 00:00 The Challenge of Sales Hiring * 03:41 The Importance of Structured Onboarding * 08:17 Transforming Onboarding for Success * 10:34 Mentoring and Cross-Training New Hires * 12:27 Creating a Measurable Ramp-Up Plan * 14:19 Aligning Onboarding with Sales Cycles * 16:40 Continuous Training and Feedback * 18:00 Equipping Reps with Tools and Resources * 19:52 Leveraging Referrals and Partnerships * 20:51 Aligning Onboarding with Business Growth This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit summerpoletti.substack.com

    24분
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This is the podcast for leaders tired of guesswork. Get clear, actionable strategies to grow your revenue—and your reputation as the one who gets it done. summerpoletti.substack.com

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