Sales & Marketing Playbook: Unleashed

Jaksot

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  The Three-Legged Growth Stool 13.09.2026 24min

  Send us Fan Mail We bring operations into the conversation with Jen Goldman and get honest about why great lead gen and great closing still fail when delivery is messy. We share practical ways to map roles, fix handoffs, and build a client experience that earns retention, referrals, and real growth. • why sales, marketing, and operations must stay aligned to scale • how misalignment creates “telephone game” messaging and client confusion • backward engineering from service delivery to onboard...
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  How to Know If Your Sales and Marketing Are Aligned 02.08.2026 29min

  Send us Fan Mail Most owners can feel when sales and marketing are out of sync — they just can't name why. In this episode, Craig Andrews (Beholder Agency) and Evan Polin (Polin Performance Group) lay out how to tell if your sales and marketing are truly aligned, and how to fix it when they're not. They cover: Why alignment starts with a system and communication — not who's "right""Random acts of marketing" and the finger-pointing trapThe sales-dating-marriage analogy, and where your brand fi...
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  Marketing Gets the Lead, Sales Closes, and Intake Keeps the Client — with Emily Rowell & Andres Palma 26.07.2026 26min

  Send us Fan Mail Marketing can generate all the leads in the world — but if your intake process is weak, your firm won't grow. Hosts Craig Andrews (Beholder Agency) and Evan Polin (Polin Performance Group) sit down with two guests who live on opposite ends of the client journey: Emily Rowell, partner at Peachtree Offices, and Andres Palma, a lawyer and founder of Motus Legal AI. Market for show, sell for dough — and intake keeps the client. The four of them trace the whole handoff: why the fi...
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  AI Agents for Sales & Marketing: A Practical Guide for Small Business (with Patrick Begley) 10.07.2026 34min

  Send us Fan Mail AI agents are moving from hype to real tools small businesses can use to sell and market smarter. Hosts Evan Polin and Craig Andrews sit down with Patrick Begley to unpack what agentic AI actually means, where AI agents fit in sales and marketing, and the practical first steps a small team can take without a big budget. What we get into: - What agentic AI really means, and where the hype ends and the useful part begins - Why the next three years of AI agents matter for small ...
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  You Cannot Hit A Revenue Goal Without A Trackable Plan - Part 2 10.07.2026 32min

  Send us Fan Mail Your revenue goal isn’t a wish. It’s math, and if you can’t see the math, you can’t manage it. We walk through part two of our Revenue Cookbook series and get practical about what actually goes into a predictable revenue plan. We start at the end, the annual sales number you want, then break it into client tiers based on yearly revenue: enterprise “elephants,” mid-market “deer,” and SMB “rabbits.” That simple framework forces a smarter strategy: how much of your revenue mix ...
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  You Cannot Hit A Revenue Goal Without A Trackable Plan - Part 1 22.06.2026 24min

  Send us Fan Mail Your revenue target is only useful if you can explain, with numbers, how you will reach it. We take you behind the scenes of the Revenue Cookbook, our simple framework for building predictable revenue by turning a big goal into a clear weekly plan based on real sales pipeline math. We talk through the data that makes the plan honest: average deal size, close rate, how many first conversations become qualified opportunities, and how to track where each opportunity actually co...
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  How To Measure Sales And Marketing ROI That Actually Matters 13.06.2026 34min

  Send us Fan Mail Likes are easy to count. Profit is harder. Today we get brutally practical about measuring ROI across marketing and sales so you can stop guessing, stop “feeling busy,” and start building a growth system you can actually defend with numbers. We talk about what ROI really means, why tracking time and spend matters as much as tracking revenue, and how to tell the difference between activity that looks good and activity that closes business. We also unpack the simplest way to m...
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  LinkedIn Outreach That Actually Works 18.05.2026 32min

  Send us Fan Mail If LinkedIn “doesn’t work,” we think it’s usually because it’s being used like a static profile page instead of a living sales and marketing system. Craig Andrews and Evan Polin sit down with LinkedIn expert Sharon Shapiro of Broly Marketing to get specific about what actually moves the needle: clean data, smart targeting, authentic messaging, and the discipline to turn online touchpoints into real conversations. We talk about LinkedIn as a constantly updated database for re...
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  Stop Chasing Cheapest Jobs And One Star Reviews 29.03.2026 29min

  Send us Fan Mail Sales and marketing can either fuel each other or quietly sabotage each other. Recording live at PJ Wellahan’s in Oaks, PA with the Electrical Association of Philadelphia, we get brutally practical about what happens when marketing generates attention but sales can’t close, or when sales blames “bad leads” while marketing swears the leads are fine. The fix is not another tactic. It’s alignment: one message, one definition of the right customer, and one shared goal tied to rev...
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  How to Measure the effectiveness of Sales Training Programs 24.03.2026 33min

  Send us Fan Mail Want proof your sales training actually works? We dig into a no-fluff framework that moves beyond “feel-good” workshops and into measurable behavior change, pipeline impact, and real revenue. With sales coach Evan Polin and growth marketer Craig Andrews, we unpack how to align marketing and sales into a single system that compounds results instead of clashing at the handoff. We start by setting clear objectives: which problems are we solving, which skills must improve, and h...
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  How to Market a Local Business Using Local Search, Local Trust, and a Proven Sales Playbook 01.03.2026 28min

  Send us Fan Mail Buyers on their phones aren’t browsing—they’re choosing. We dive straight into how local search, clear messaging, and sales alignment transform high-intent moments into revenue you can forecast. Craig lays out the local-first marketing framework that gets your brand where it matters: “near me” queries, city pages, and listings that speak the language of your neighborhood. Evan shows how to carry that clarity into the first call, qualify fast, and keep the promise your marketi...
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  A Practical Path From Idea To $100M 22.02.2026 27min

  Send us Fan Mail Ready to move beyond founder-led hustle and build a business that scales on purpose? We sat down with growth leader Dave Jimenez, a six-time CRO with three exits, to unpack the real stages of scale: proving the idea, proving the product, proving the market, and finally proving the business. Along the way, we get specific about what changes at each stage, why integrations and workflows matter more than flashy features, and how to recognize the moment when personal relationship...
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  A CRM For Consultants Who Hate Selling 15.02.2026 28min

  Send us Fan Mail You don’t need a bigger tool—you need the best CRM for consultants, one that actually fits how relationship-driven businesses grow. We sit down with Ruben Schwartz, creator of a CRM built specifically for consulting, to unpack why copying enterprise sales systems suffocates solo operators and small teams—and what to do instead. If you’ve been searching for the best CRM for a small consulting business, this conversation reframes what “good” really means. We start by dismantlin...
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  Sales Management Training/Coaching for Small Business Owners and Managing Partners of Firms 08.02.2026 27min

  Send us Fan Mail Tired of “partly sunny” pipeline updates and finger-pointing between sales and marketing? We dig into a practical system that replaces chaos with clarity by separating three roles most leaders blur: sales training, sales coaching, and sales management. Training builds team-wide skills, coaching advances live deals for individuals, and management sets the structure, cadence, and accountability that make results predictable. We start by mapping goals to data. What’s your ideal...
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  Robots Do Paperwork; You Do Winning 01.02.2026 28min

  Send us Fan Mail What if your team could trade hours of grunt work for minutes of streamlined execution—and spend the saved time actually winning business? We sit down with a former law firm manager turned automation strategist to unpack how robotic process automation reduces repetitive tasks, safeguards accuracy, and gives clients more of your human attention where it counts. We draw a bright line between RPA and AI: AI imitates thinking, while RPA imitates clicks and keystrokes with clear ...
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  How Smart Lawyers Stop Doing Busywork And Start Building A Profitable Practice 25.01.2026 25min

  Send us Fan Mail What if your firm grew faster the moment you stopped doing “everything”? We brought on Ron Bockstahler of Amata Office Centers to show how small and solo law practices scale with less stress by outsourcing the back office, using virtual offices for presence, and focusing lawyer time on what actually pays: legal work and prospecting. We start with a reality check for attorneys leaving big firms. The comforts of enterprise-grade support vanish on day one—secure systems, phones...
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  Top marketing agencies that focus on b2b lead generation 18.01.2026 28min

  Send us Fan Mail Ready to trade noisy “more leads” for a pipeline you can actually close? We dig into what growth marketing really means for B2B teams: systematic experimentation tied to revenue, not vanity metrics. With Evan Polin’s sales coaching lens and Craig Andrews' growth marketing strategy playbook, we map how to align sales and marketing so both sides win and buyers feel it from the first touch. We start by cutting through agency labels and assets that masquerade as strategy. Then w...
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  Simple Wins: Sales And Marketing Lessons From 2025 15.12.2025 28min

  Send us Fan Mail We look back at a standout year and unpack why simplicity, clarity, and alignment made deals close faster and marketing work harder. We share the sales frameworks, marketing rhythms, and leadership habits that will set a stronger foundation for 2026. • simplifying a core promise and message • focusing on ICP fit and problem-led language • replacing bloated pipelines with task-driven CRM • disqualifying fast to speed decisions • using small touches over big-bang campaigns • k...
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  From Messy CRMs To Measurable Growth With HubSpot 26.10.2025 26min

  Send us Fan Mail If your CRM feels like a black hole instead of a growth engine, this conversation will change how you build, measure, and coach your sales and marketing efforts. We sit down with Cathy Cain-Blank of The WDG Agency to unpack the real reason teams struggle with HubSpot—and how to fix it fast. We start by drawing a hard line: strategy before software. Cathy explains why DIY implementations fail, how to map progressive deal stages that reflect real buyer movement, and which defi...
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  What Happens When You Automate the Entire Client Journey Without Losing the Personal Touch 19.10.2025 28min

  Send us Fan Mail Buyers don’t wake up searching for your brand—they wake up searching for answers. We dive into how to meet them there and guide them all the way to loyal, long-term customers using automation that still feels human. With Dr. Denise Dennis of Action Accelerated, we map a complete journey from awareness and consideration to decision, onboarding, retention, and optimization—and show where automation saves hours without stripping out your voice or values. We start with solution-...