Budget Your Business

E5: Kristina Witmer of Witmer Group discusses “Revenue Planning with Hubspot.”

Join me, host Scott Geller, on the Budget Your Business podcast to listen. 

Kristina Witmer unlocks the power of the Hubspot Deal functionality for sales pipeline planning. After explaining how a Hubspot Partner works with businesses, Kristina shares key Hubspot capabilities. Kristina then lays out the Deals sales pipeline from starting from scratch to a workshop like session with Scott to quantify the Deals into a revenue forecast. The podcast ends with recommendations for free marketing advantages via Hubspot.  

Book Recommendation: 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less

Book Recommendation: Buy Back Your Time 

Find out more about Kristina Witmer: https://www.linkedin.com/in/kwitmer/ or https://www.witmergroup.com/ 

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Suzy O’Connor shares the process of working with an M&T Bank banker and her insight on business projections. Suzy gives examples of how her clients use and create projections, from individual projects to the entire business, as well as how banks use them. The podcast ends with recommendations on getting started with budgeting.

Podcast Recommendation: Skinny Confidential Him and Her Podcast

Find out more about Suzy O’Connor: https://www.linkedin.com/in/suzyoconnor/ or [email protected] 

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Andrew Marianski walks us through the math and process of planning for sales promotions and discounts. He lays out the sales volume needed to make up the revenue when using discounts … warning, it’s significant … and how losing sales at a higher price can actually benefit the business. The podcast ends with his recommendations on tracking the most important aspect of a business ... Cash: 

1. Frequently forecast cash 
2. Create rolling 52 week cash forecast to see cash balance 
3. Identify key drivers 
4. Looking at it weekly 

Book Recommendation: Seeking Wisdom: From Darwin to Munger; by Peter Bevelin

Find out more about Andrew: https://www.linkedin.com/in/andrew-marianski/

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Take a listen for a more in-depth description of the Budget Your Business podcast including the goals, types of guests, and structure. 

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What is the Budget Your Business podcast and what will it do for me?

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