Owning the Outcome

Connor Jeffers, Founder and CEO of Aptitude 8 who joins the show to talk about solutions architecture. We start with his definition of solutions architecture and how it compares to other technical roles like systems administrators, RevOps professionals, developers, and sales engineers. We talk about solutions architect development and how to raise the bar for technical expertise and systems design—and whether these folks are primarily homegrown or sought externally. Lastly, we wrap with A8 Labs and the recent acquisition of Appchemist. Should more partners be thinking more about HubSpot's app ecosystem?

Daryn Smith, Chief Sales and Innovation Office (and co-founder) of Huble, joins the show to talk about his team's customer experience consultancy service offering. Specifically, what it entails, where and how customer journey mapping factors in, and his team's involvement with defining (and/or introducing) process on top of software implementation. We then talk about the sales conversations, unique value propositions—and how marketers offer a valuable, important perspective on CX content and touch points. We wrap with reporting and how his team measures and benchmarks success.

Romi Dexter, Director & Co-Founder of Hype & Dexter, joins the show to talk about customer service engagements with clients. Specifically, what customer service services entails and how involved her team is with defining (or introducing) process on top of software configuration. We talk sales and value propositions—and how conversations, points of contacts, and points of entry may change. We then wrap with how her team reports on success and the KPIs, the value adds, and the process improvements that ensure a positive ROI for clients.

Andrew Hong, Co-Founder of Tobe Agency, joins the show to share his team’s video podcasting strategy and service offering for clients. We discuss the role video podcasts can play in a larger pillar content strategy, where and how you can build and repurpose podcast content, some tool recommendations for production and distribution, and the unique and emerging use-cases for podcasting that he’s most excited about. 

Doug Davidoff, the founder and CEO of Imagine Business Development, returns to the show to discuss how he navigates HubSpot's sales organization and builds relationships with HubSpot sales reps as a means of business development. He shares his recommendations and suggestions for others to do the same: how to build these relationships from the ground up, what folks need to set up organizationally to enable these relationships, and how partners may need to rethink their role in these types of collaborative sales opportunities.

Rikki Lear, Managing Director of Digital22, joins us to talk about the key inflection points his team navigated in their 10+ years of growth. We start with the decision of going all-in on HubSpot. How and when did he make that decision and what ripple effect did it have across his existing client base? We then discuss process and project management, automation, and other guardrails to enable faster scaling. Lastly, we talk about the recent acquisition by Avidly—specifically, how those talks began, how each side vetted the other, and what this means for Digital22 in the future.

Dave Meyer, President, and Trygve Olsen, Director of Buzz Development at BizzyWeb come on the show to talk about the discovery stage of their sales process—specifically, how they diagnose problems for prospects, how they build trust with prospects, and how they balance data and facts with the emotional, soft-skill based relationships they build.

Daniel Fonseca, founding partner of Netfluence, joins the show to talk about process consulting. We start by first defining process consulting and outlining the value it brings to clients and to his company. We then discuss if and how process consulting matches up with product implementation—does it come before, after, or simultaneously? We then wrap by diving deep into Netfluence's process for process consultancy—and the particular framework, model, or processes he follows—to help our listeners identify their own process consulting capabilities.

Nicole Pereira, CEO of Remotish, joins the show to talk about her team's emphasis on employment experience—and as she points out, employment experience is something small agencies and smaller organizations can derive the MOST value from... it’s not something necessarily reserved for large teams. We talk about the systems and processes that make it happen. Things like career crafting and role progression, entrepreneurial projects and cross-training, work-life integration and intentionally asynchronous communication—and much more.

Agency Unfiltered this week comes with a twist—as we sit down with Ekin Pehlivan, Associate Professor of Marketing at the Martin V. Smith School of Business and Economics at California State University Channel Islands and Leslie Cortes, a student at Cal State Channel Islands. Ekin shares the history of Cal State’s student-led agency—how it started, and why. We dig into the agency's go-to-market, the types of businesses they serve, the services they offer, team structure, process development, and more.