Shape goes to Lead Generation World!

Jimi and Scott interview the brightest minds at the event and make sure to have a little fun too.

Notes:

0:00:00 Jimi and Scott intro, why pro's need to get into Shape

0:10:18 Mike Robinson w/ Summit Direct Mail

0:12:43 Kelly Elaine w/ Cannaball Ads

0:15:12 Chaz Tedesco w/ CallTools

0:22:23 Tracy Laney w/ Contact Center Compliance

0:29:07 Scott Ankley w/ Suited Connector

0:34:23 Arvell Craig w/ VAgents & Knowbl AI

0:39:41 Marisa Gaudette w/ Landfall Media Group

0:43:39 Alanna Hodge w/ Landfall Media Group

0:46:00 Michael Ferree w/ Lead Generation World, Contact.io, LinkUnite

0:51:28 Eric Troutman w/ Troutman Amin LLP CZAR of TCPA

Special thank to everyone from Shape!

Lead Generation World

https://leadgenerationworld.com/

Schedule a demo NOW, Get into Shape!

www.setshape.com/jimi

LinkedIn:

Jimi: https://www.linkedin.com/in/jimiryan/

Scott: https://www.linkedin.com/in/sdpsolutions1/

Mike: https://www.linkedin.com/in/mike-robinson-2054831/

Kelly: https://www.linkedin.com/in/kelly-elaine-68a182104/

Chaz: https://www.linkedin.com/in/charlestedesco/

Tracy: https://www.linkedin.com/in/tracylaney/

Scott: https://www.linkedin.com/in/scott-ankley/

Arvell: https://www.linkedin.com/in/arvell/

Marisa: https://www.linkedin.com/in/marisa-g-115a35126/

Alanna: https://www.linkedin.com/in/alanna-hodge-87842a29b/

Mike: https://www.linkedin.com/in/michaelferree/

Eric: https://www.linkedin.com/in/eric-j-troutman-b311b0239/

Scott: https://www.linkedin.com/in/sdpsolutions1/

Jimi interviewed PRMG Western Regionals Don and Gino for a talk about Momentum Builder and why everyone needs to know about Shape!

Notes:

00:00 Intro

01:43 How is Momentum Builder 24 different from 23

04:04 Ted Talks and Q&A

06:57 Strategy you need now

09:53 Networking at Momentum Builder, Rebuild and Reboot

12:58 Net work is Net worth

13:16 Party and Fun at Momentum Builder

15:32 What is Special about Momentum Builder

16:50 No better time to invest in yourself

19:03 Get Into Shape - What is cool about Shape?

26:19 We need more people to know about Shape

28:07 Closing

Schedule your Shape Demo now:

https://setshape.com/jimi

Connect with Don Goettling

https://www.linkedin.com/in/don-goettling-8ba05a50/

Connect with Gino Fronti

https://www.linkedin.com/in/ginofronti/

Connect with Jimi

https://linktr.ee/JimiRyan

Go to Momentum Builder 2024

https://www.momentumbuilder.com/

Discount Code: Jimi231

The BIGGEST discount code you can possibly get to Momentum Builder 2024

For $331 of admission and a free photo with Jimi (last part is free anyway)

🎙️ Join Jimi Ryan, Scott Payne, and guest Phil Treadwell on the Get Into Shape Podcast

As the leader of M1 academy and mindset coach, We talk about lead calling mindset, morning routing and of course podcasting. Don't miss out on this dynamic conversation! 🚀

Notes:

00:00 Open with Podcast talks, Jimi starts the interview with a frozen video

05:05 Ryan Serhant mention with photo

06:51 Opening lines and mindset while calling

09:22 Do we want it and do we want it badly enough

15:40 What do you coach people on morning routine

20:49 How are you coaching people transitioning from 23 to 24

24:02 Video Content, Gratitude posts

26:24 Wing Pics

29:24 What is M1 Academy

31:50 What is your biggest coaching win?

34:45 Success is about Consistent Persistent Effort over Time

37:06 What do you think about Shape?

41:35 Do you recommend people start a podcast?

46:09 Join Phil Treadwell's Community 214-225-5696

Connect with Phil Treadwell

@ philtreadwell on all social media

https://philtreadwell.com/

Text: Shape, Jimi or Fun Hair Friday to 214-225-5696 to join Phil's Community

@PhilTreadwell   @MortgageMarketingExpert 

🎙️ Dive into the latest Shape/Shift episode with host Jimi Ryan as he interviews Brad Yoho, COO of Dave Yoho and Associates, on the challenges and successes in the home improvement industry. In this insightful conversation, Brad shares his 21-year journey within the company, emphasizing the importance of teamwork and the impending transition to CEO. The discussion delves into the critical role of user-friendly CRM systems like Shape for effective data management and the value of data-driven decision-making. Brad's personal journey from sales struggles to expertise is highlighted, along with insights into effective lead management systems and post-sale communication strategies. Discover actionable steps for businesses to embrace technology, improve processes, and apply data-driven principles for success. 🚀

Notes:

01:18 How do you fit into the Home Improvement space?

07:56 What's the most common thing people struggle with?

11:55 What's your role and what does the future look like?

13:36 Who is Dave Yoho?

16:20 What did you think about Shape?

22:23 *Brought to you by Shape*

22:41 "Let Data Drive Decisions"

26:57 Did you struggle with Sales or Marketing?

27:48 What is your DISC profile?

30:34 What is the best process for Home Improvement?

37:23 Trailer but don't change

40:39 What's low hanging fruit for a CRM Solution?

42:26 What's exciting about the Home Improvement future?

44:25 How is AI effecting Home Improvement?

48:40 Last words from Brad Yoho

Connect with Brad Yoho

LinkedIn: https://www.linkedin.com/in/bradyoho/

Connect with Jimi Ryan

https://linktr.ee/jimiryan

Sign up for a 15-min Demo of Shape

https://setshape.com/jimi

Join hosts Jimi Ryan and Scott Payne on the Shape Shift Podcast, hanging out with special guest Dale Vermillion. No jargon, just real talk. Jimi and Scott keep it down-to-earth while Dale, the brain behind Mortgage Champions, shares his wisdom from training a million loan officers. They're diving into stuff like being real, human connections in mortgages, and how mindset matters in sales. Simple, honest, and packed with useful thoughts.

Notes:

0:02:08 Mortgage Professionals Providing Hope

0:05:10 How do you portray Authenticity in lead calling?

0:09:52 One Sale A Day

0:11:32 Technology to replace or enhance?

0:15:40 Bruce Thompson

0:16:21 Link Pushers

0:20:51 Who is the most tech savvy borrower?

0:23:50 What's the balance between relationship building and efficiency

0:28:18 The 4 major drop off points in an application

0:30:18 Katherine Campbell mention

0:32:52 Why do I love you guys so much?

0:35:32 Hacks to Get It Done

0:39:49 Argument on Recorded Voicemails

0:43:32 Stay on Offense

0:48:12 Let Processors Process and Stand Up

0:49:55 Kyle Draper and Starting Batting 1000 Podcast

0:54:18 Integrity matters

0:55:55 Mortgage Professionals Providing Hope

Check out Mortgage Professionals Providing Hope (MPPH)

https://www.mpph.org/

Your Donations will be MATCHED using this link:

https://mpph.kindful.com/?campaign=1075430

Connect with Dale Vermillion

https://www.dalevermillion.com/

Subscribe to Batting 1000 Podcast:

https://www.dalevermillion.com/listen

Connect with Jimi Ryan:

https://linktr.ee/JimiRyan

Connect with Scott Payne:

https://linktr.ee/shape_software

Schedule a 15 min Demo of Shape

https://setshape.com/jimi

David Camp joins Jimi in this episode to talk about his career in SaaS, the difference HomeScout can make for its users, and the outstanding integration with Shape that it offers.

SetShape.com to begin your journey with Shape today!

Connect with David:

HomeScout.com

David on LinkedIn

Show Highlights:

01:00 - Meet David Camp

01:35 - What is HomeScout?

07:00 - Who is HomeScout valuable for?

11:10 - How HomeScout fits into your workflow

16:10 - HomeScout’s integration with Shape

19:20 - “Don’t make me think, I just want to DO”

24:00 - It has to be EASY

25:30 - David’s early career

29:00 - HomeScout’s origin

31:45 - David’s advice for mortgage rookies

35:00 - Becoming a Hybrid Loan Officer

37:45 - The necessity of Direct to Consumer

38:25 - Why HomeScout?

40:00 - “Shape understands how they operate!”

41:50 - HomeScout.com

Jeff Hogue joins Jimi and Scott in this episode to talk about the insurance industry, client acquisition and retention and QuoteWizard's acquisition by Lending Tree.

SetShape.com to begin your journey with Shape today!

Show Highlights:

00:45 - Meet Jeff Hogue

01:15 - What is Quote Wizard

03:30 - How Shape is more advanced than the competition

05:05 - Being Acquired by Lending Tree

06:55 - The power of scripting in Shape

10:20 - Great follow up techniques

16:00 - The evolution of client contact

20:00 - Data collection and management

26:00 - Top three things keys for success at Quote Wizard

30:00 - The power of Shape IQ

32:50 - Nurturing a lead

36:30 - Client education

39:15 - “You need to keep reading to keep learning!”

40:00 - [email protected]

Or LendingTree on social media 

In a special episode of Shape/Shift, Jimi Ryan and Scott Payne are on site at LeadsCon 2023. Between great sessions and excellent opportunities to network, Jimi and Scott interviewed 8 attendees from the show floor. You’ll hear what’s new and exciting across industries as well as insight into many of the companies driving innovation across the space. Don’t miss this episode.

Episode highlights:

00:30 - Paul Love, Verse.ai

05:05 - Ruben Ugarte, ActiveProspect

10:20 - Sam Popham, TrackDrive

12:10 - Julie Eddy, Falcon Marketing, LLC

16:40 - Joey Liner, Liner Connections

26:05 - JC Redero, QuoteStorm

29:40 - Peter Vitale, Lead Clinic

34:50 - Mike Robinson, Summit Direct Mail

39:20 - Scott Payne, Shape Professional Services

Connect with our Guests:

Paul Love - LinkedIn, Instagram

Ruben Ugarte - LinkedIn, Instagram

Sam Popham - LinkedIn, Instagram

Falcon Marketing LLC - https://www.linkedin.com/company/falcon-marketing-llc/about/

Joey Liner - LinkedIn, YouTube

JC Redero - LinkedIn

Peter Vitale - LinkedIn, Instagram

Mike Robinson - LinkedIn, Instagram

Connect with Scott:

LinkedIn

Connect with Jimi:

LinkedIn

Instagram

“That’s how you get to be CMO, you actually understand know those numbers, you actually understand what works.”

Katherine Campbell joins Jimi and Scott in this episode to talk about the mortgage industry, Annie Mac’s unique offerings and their recent integration of Shape software for the Annie Mac team.

SetShape.com to begin your journey with Shape today!

Show Highlights:

01:15 - What does a CMO do & how did Katherine get there?

03:00 - A fine line between “salesperson” and “marketer”

04:50 - A lesson learned from failure

08:00 - Strategies for marketers struggling to connect with the sales team

10:30 - Sales ≠ Marketing

11:55 - Surprise and Delight

15:50 - The pain points Shape alleviates

21:15 - A frictionless input system

26:00 - Cost Per Goldilocks

29:20 - Making the Loan Officer the hero

35:15 - Katherine’s impression on Shape’s team

40:30 - Transitioning this industry from where it was to where it’s going

44:40 - Top 3 features & benefits of Shape

49:05 - Why work for Annie Mac?

50:40 - Cash to Keys

52:10 - “Show up!”

Marc Trachtenberg joins Jimi in this episode to talk about his company Silk Title and why he’s planning to integrate Shape software into Silk’s workflow.

SetShape.com to begin your journey with Shape today!

Show Highlights:

01:10 - What is Velocity Labs?

04:55 - The importance of the Title Company

08:55 - Why Silk Title?

13:30 - How to stand out on social media

20:00 - It’s okay to win. And there’s always an opportunity to win

22:35 - Title Champs Podcast

24:55 - What it takes to thrive in 2023

27:05 - Who would you refer your mom to?

29:30 - Why Silk Title is Integrating Shape

33:30 - KISS - Keep it Simple, Stupid!

35:50 - How Shape keeps it simple, while offering tremendous power to the user

39:30 - The power of mining your own data

44:20 - How Title companies and LO’s can grow together!

47:15 - Marc’s favorite feature of Shap

49:50 - What Marc is most excited about coming in the future to tech in the real estate industry

52:50 - Silk Title on LinkedIn or [email protected]