Are you unknowingly leaving money on the table in your business? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Jason Kramer, founder of Cultivize, to uncover how entrepreneurs can stop losing track of leads, strengthen client relationships, and scale their revenue through smarter CRM systems. Together, they dive deep into why most CRMs fail, how to design one that fits your business, and the proven automation tactics that can help you capture more opportunities without spending another dollar on marketing. 

Listeners will walk away with actionable strategies to streamline lead management, improve follow-up, and plug the profit leaks hiding in plain sight. Whether you’re running your business out of spreadsheets or frustrated with yet another CRM that doesn’t deliver, this episode will show you how to turn organization into income and why strategic systems are the foundation for lasting growth. 

Key Takeaways: 

Learn More About Jason: 

Official Website: https://cultivize.com/ 

Resources:   

Visit www.vitalstrategies.com to download FREE resources     

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Credits:    

Sponsored by Vital Wealth    

Music by Cephas    

Art work by Two Tone Creative 

Audio, video, research and copywriting by Victoria O'Brien