Best CRM Switch Podcasts (2025)

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How Jive PR & Influencer Digital Marketing Agency Saved $60K/Year by Switching to Go High Level CRM 16:01

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19d ago16:01

16:01

https://constraintcalculator.scoreapp.com/ In this episode, Jordan Ross interviews Megan Balyk, VP at Jive PR and Digital, to share how her team transformed operations by moving from manual, disconnected systems into a Go High Level + Notion + AI-powered workflow. Jive PR was stuck juggling PipeDrive, Beehive, and DocuSign while manually tracking l…

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How Ad Agencies Can Access $100M in Credit to Scale Faster 22:51

6d ago22:51

22:51

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Secrets to Scaling an Advertising Agency: How Peter Tams Took Clever Digital to $10M/Year 23:20

12d ago23:20

23:20

https://constraintcalculator.scoreapp.com/ In this episode, host Jordan Ross interviews Peter Tams, co-founder of Clever Digital Marketing, who scaled his agency from side-hustle beginnings in 2019 to breaking $10M+ in annual revenue within just three years of going all-in. Peter shares how niching down into the home improvement space, restructurin…

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Lessons from Building and Selling Multiple 8-Figure Agencies: Scaling, Rev-Share & M&A Strategies 22:44

25d ago22:44

22:44

https://constraintcalculator.scoreapp.com/ In this episode, Jordan Ross sits down with Matthew Larsen, a marketing strategist and funnel builder behind 1000X Leads, to talk shop on scaling agencies, creating info-product empires, and the challenges of growing through operations and M&A. The conversation spans from engaged life in New York City to b…

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TikTok Shop Agency Growth: Client Acquisition Funnels, CRM Systems & Paid Ads That Scale 19:31

1M ago19:31

19:31

https://constraintcalculator.scoreapp.com/ In this episode, Jordan Ross sits down with Noah, founder of a fast-growing TikTok shop agency, for a deep dive on what it really takes to scale from organic lead generation into a predictable, automated growth machine. Noah shares how cleaning up SOPs, defining his ideal client profile (ICP), and improvin…

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Storytelling With Video To Make Your Brand Stand Out - With Stewart Cohen 37:31

1M ago37:31

37:31

Video is becoming a necessity to grow your business brand and personal brand - but if you’re not coming from a professional video background, it can feel super daunting. Fortunately, Stewart did, and he’s sharing his best tips on video production that he’s learned from working with top tier brands on 6 figure video projects and TV commercials. Lear…

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How Jesse Kay Scaled Vyber Media and Lands F500 Clients 42:05

2M ago42:05

42:05

Jesses got such a cool story - he scaled his agency to massive heights before the time most people his age finished college - and was able to go up market to land 9 figure and F500 brands in his early 20s! Connect with Jesse on LinkedIn here https://www.linkedin.com/in/taylor-frame/ >>>Did you know we just released a 5 Hour Masterclass on How To Ge…

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126 AI Account Based Marketing 28:22

2M ago28:22

28:22

Sam and Steve discuss the practical applications of AI in modern sales and marketing. Steve explains his process for using Gemini's Deep Research feature to generate detailed company reports, condensed infographics, and audio summaries for effective account-based marketing. Sam shares his techniques for leveraging AI to create personalized connecti…

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How to Scale an Agency to $5M+ Without Burning Out — Lessons from John Ghiorso of Vanta 5 23:50

2M ago23:50

23:50

Get our 13 systems to unlock your next level of growth: https://www.newsletter-signup.com/8-figure-agency In this episode of How to Scale an Agency, host Jordan Ross talks with John Ghiorso, a 20-year agency veteran who built and sold an 8-figure Amazon and e-commerce agency before founding Vanta 5, a venture studio that launches high-growth agenci…

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Work Smarter Not Harder: How Taylor Frame Built a Huge Agency While Keeping Work Life Balance 34:55

2M ago34:55

34:55

🚀 Yes, you CAN have an epic business and have a fun, relaxed lifestyle. Taylor frame shares his journey building a multi-7 figure agency without burning out or working weekends, along with various other tips that helped Taylor build his company. Follow Taylor on LinkedIn here https://www.linkedin.com/in/taylor-frame/ >>>Did you know we just release…

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How A 7 Figure SEO Agency Saved $300K Annually by Moving from Asana to Notion (Jordan Ross Interview) 18:04

2M ago18:04

18:04

Get our 13 systems to diagnose your agencies problems: https://www.newsletter-signup.com/8-figure-agency/?utm_source=youtube (edited) In this episode of 8 Figure Agency, Jordan Ross sits down with Emily Call, VP of Operations at Brand North, to unpack how a fast-growing digital marketing agency eliminated inefficiencies, slashed $300,000 in annual …

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From DTC Brand to 8-Figure Retention Agency: Email, SMS & AI Strategies for Scaling Agencies 54:50

2M ago54:50

54:50

https://constraintcalculator.scoreapp.com/ Episode Summary: In this episode of How to Scale an Agency, we sit down with Corey, founder of Mansion and New Standard Co., who brings a rare dual perspective as both a brand owner and an agency operator. From launching an 8-figure jewelry brand to quickly scaling a retention-focused agency serving nine-f…

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Why Your Marketing Agency Keeps Hiring the Wrong Operator (and How to Fix It Before AI Leaves You Behind) -Jordan Ross Solo 6:40

3M ago6:40

6:40

If you’ve hired a COO, Director of Ops, or Head of Operations—and they’ve failed to get traction or scale your backend—this is your wake-up call. Jordan Ross breaks down the real reason marketing agencies, SMMAs, and ad agencies keep cycling through operators who never quite “get it.” Spoiler: most operators are trained to manage, not architect. An…

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Social Media Marketing & Ad Agencies: AI Will Replace You by 2027 Unless You Build This (Jordan Ross Solo) 13:07

3M ago13:07

13:07

🚨 Emergency Episode for Marketing Founders, Ad Agencies & SMMAs🚨 If you're still relying on public AI tools and duct-taped SOPs, your agency is already falling behind. In this episode, Jordan Ross (Founder, 8 Figure Agency) delivers a blunt warning for marketing and creative agency owners: AI is not coming—it's already here. And unless you build yo…

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Why Most Marketing Agencies Aren’t Ready for AI (And How to Fix Your Tech Stack Before It Costs You Clients) 9:43

3M ago9:43

9:43

Episode Summary: https://constraintcalculator.scoreapp.com/ In this eye-opening solo episode, Jordan Ross, founder of 8 Figure Agency, breaks down a critical and often overlooked issue holding agencies back from true AI integration: schema and tech stack structure. While everyone is excited about AI, almost no agencies are prepared to implement it …

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Get Scrum Certified for Free: How Microsoft Partners Can Use Co-Op Funds 12:41

3M ago12:41

12:41

#162. Unlocking hidden Microsoft partner benefits? Now that’s my kind of secret! In this episode, I spill the beans on how Dynamics 365 and Power Platform partners can get their teams Scrum trained and certified — on Microsoft’s dime, without touching your training budget, thanks to Microsoft Incentive co-op funds. I walk you through what co-op fun…

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The AI Delusion: Why Most 7-Figure Agency Owners Will Stall Using ChatGPT Alone 7:00

3M ago7:00

7:00

In this episode, Jordan Ross (Founder of 8 Figure Agency) delivers a wake-up call for founders riding the AI hype wave. If you're running a 7-figure social media agency and think a master prompt or ChatGPT flow will fix your chaotic backend — think again. Jordan breaks down a real story from a $4–5M/year agency whose founder believed AI could repla…

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Vibe Marketing & AI: How Agencies Can Win in the New Era of Social Media Marketing with Ben Fisher 31:09

3M ago31:09

31:09

https://constraintcalculator.scoreapp.com/ In this episode, Jordan Ross sits down with Ben Fisher to unpack the transformative power of AI in business. From humble beginnings on a tree farm in Maine to becoming a trailblazer in AI consulting, Ben shares his personal journey and the pivotal moments that shaped his path. The conversation dives into A…

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How AI Lead Magnets Are Transforming Advertising Agencies in 2025 (Jordan Ross Solo) 5:22

4M ago5:22

5:22

Key Takeaways: ✅ AI isn’t coming — it’s here. If you’re not leveraging AI for your funnels, fulfillment, and time management, you’re already behind. ✅ New AI Lead Magnets: Jordan breaks down exactly how he’s rolling out AI-powered lead magnets to grow 8F: Example 1: Save $25K — A simple audit tool that analyzes a P&L to uncover up to $25K in potent…

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The Inevitable Underestimation of Power Platform Projects 7:07

4M ago7:07

7:07

#161. Whether you’re an internal developer working for a Microsoft customer or a consultant working for a Microsoft partner: every Power Platform or Dynamics 365 project you have ever worked on has been underestimated. Because no one wins overestimated projects...By Neil Benson

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How Jason Fladlien Generated $57 Million From 1 Webinar Campaign 35:17

4M ago35:17

35:17

🚀 7 Figures, No Employees? Mike Koziol reveals how he built a highly profitable business using productized offers—without hiring a massive team. In this episode (Part 1 of 3), we dive into his strategy, mindset, and the systems that make it all possible. 🔹 How to scale without adding overhead 🔹 The power of productized services 🔹 Lessons from growi…

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Preparing Your Digital Marketing Agency for AI: The Ultimate Guide to Future-Proofing Operations (Jordan Ross Solo) 10:38

4M ago10:38

10:38

https://constraintcalculator.scoreapp.com/ In this episode, Jordan Ross dives deep into why digital marketing agencies must embrace AI over the next 6–12 months to stay competitive. He outlines a clear, actionable roadmap for agency leaders to build internal AI capabilities, covering everything from creating robust infrastructure to auditing and re…

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125 The Future of CRM with Clint Oram 33:27

4M ago33:27

33:27

In this episode, Steve and Sam are joined by special guest Clint Oram, who recently left SugarCRM after exactly 21 years. The group explores the future of CRM, the transformative power of AI, and how technology is reshaping the way organizations think about customer relationships, system design, and collaboration.…

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Proven Strategies for Growth, Profit, and Retention(Jordan Ross Solo) 23:20

4M ago23:20

23:20

Summary In this episode, Jordan Ross dives deep into what it really takes to scale an agency effectively. He shares practical strategies around operational efficiency, the importance of clearly defined roles, and why founders must focus on high-leverage activities. Jordan explores how non-billable operations, team-building, and even taking personal…

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How to Future-Proof Your Digital Marketing Agency with AI: Systems, Tools & Strategies That Scale (Jordan Ross Solo) 9:46

5M ago9:46

9:46

In this episode, Jordan Ross delivers a clear message: AI is here, but most businesses aren't ready. He explains why agencies and entrepreneurs need to stop treating their businesses like marketing funnels and start thinking like architects of long-lasting infrastructure. Rushed systems and short-term thinking are costing founders time, money, and …

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What An 100 Year Old Lightbulb Taught Me About Marketing & Scaling 27:17

5M ago27:17

27:17

What An 100 Year Old Lightbulb Taught Me About Marketing & ScalingBy How to Scale an Agency 🚀

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Scaling a Digital Agency: AI, Time Management & Hiring Strategies That Actually Work (Jordan Ross) 21:04

5M ago21:04

21:04

In this episode, Jordan Ross dives into what’s actually holding most agency founders back—and it’s not AI. He unpacks the concept of “time wedges” as a tool for regaining strategic focus, shares cautionary tales of tragedy to highlight the fragility of founder-led businesses, and makes a strong case for why you must stress-test your culture before …

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Data Sharks (Jordan Ross Solo) 8:31

5M ago8:31

8:31

In this conversation, Jordan Ross discusses the patterns of elite performance in business, emphasizing the importance of data-driven decision-making and operational efficiency. He shares insights on how successful individuals and teams track their metrics and make informed decisions based on data. Ross also highlights the need for focus in marketin…

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Smart Scaling with Velocity Banking: Cash Flow & Scaling Strategies for Digital Agencies (Jordan Ross Interview) 27:10

5M ago27:10

27:10

In this episode, Jordan Ross sits down with Jordan Rosenberg to break down one of the most overlooked cash flow tactics in entrepreneurship: Velocity Banking. They dive into how agency owners and entrepreneurs can strategically restructure their debt using a line of credit to minimize interest, improve liquidity, and unlock growth. Learn how to tur…

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I Made Millions Running an Ad Agency — Then Lost My Sense of Purpose -Jordan Ross Interview 20:56

5M ago20:56

20:56

In this powerful conversation, Jordan Ross and guest Josh unpack the complex transitions we all face as our careers evolve, our children grow up, and our identities shift. They dive deep into what it means to find fulfillment beyond work, why purpose evolves over time, and how to navigate the emotional and mental challenges that come with major lif…

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8 Hard Lessons I Learned Building a $13M Marketing Agency Holdco (and Scaling Back to $5M Profitably) (Jordan Ross Solo) 17:45

5M ago17:45

17:45

In this episode, Jordan Ross unpacks how he scaled his holding company to $13 million in annual revenue — and why he intentionally scaled it back to $5 million to regain clarity, control, and profitability. He breaks down the biggest lessons learned in hiring, equity structuring, and partnership dynamics that every agency owner should understand. W…

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How Josh Crouch Scaled His Marketing Agency from $330k to $500k MRR in 10 Months (Jordan Ross Interview Case Study) 33:24

6M ago33:24

33:24

What You'll Learn in This Episode: Josh Crouch joined 8 Figure Agency (8F) in Year 3 of his journey. Within 10 months, he scaled from $330k to $500k in revenue — and in this episode, he breaks down exactly how he did it. When Josh joined us in June 2024, his agency was in a tough spot: 2 of 4 operational leaders had just quit Sales pipeline dried u…

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How to Double a 7 Figure Advertising Agency in 6 months (Jordan Ross Case Study Interview) 24:36

6M ago24:36

24:36

In today’s episode, I sit down with Patrick O’Driscoll — Co-Founder & CEO of The Visionary Group — to break down exactly how he and his team scaled from $80k/month to nearly $180k/month in just 6 months. And they didn’t do it with paid ads first. They did it by fixing their operations. We walk through the exact backend changes they made, the mistak…

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124 Jen Noonan of Infor 39:02

6M ago39:02

39:02

Jennifer Noonan, VP and GM of CX and IPMC Business Units at Infor, joins Steve and Sam to discuss the evolution of Infor CRM SLX (formerly SalesLogix) and its role in industry-specific digital transformation. Jen shares how Infor’s vertically aligned strategy enables the delivery of tailored ERP and CRM solutions to manufacturing, distribution, and…

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How to Build a Billion Dollar Holdco 22:33

6M ago22:33

22:33

How to Build a Billion Dollar Holdco (Jordan Ross Solo & FAQs)By How to Scale an Agency 🚀

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Scaling to 7 Figures Without Hiring – Mike Koziol’s Productized Model (Part 3/3) 31:52

6M ago31:52

31:52

🚀 7 Figures, No Employees? Mike Koziol reveals how he built a highly profitable business using productized offers—without hiring a massive team. In this episode (Part 3 of 3), we dive into his strategy, mindset, and the systems that make it all possible. 🔹 How to scale without adding overhead 🔹 The power of productized services 🔹 Lessons from growi…

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Scaling to 7 Figures Without Hiring – Mike Koziol’s Productized Model (Part 2/3) 36:58

7M ago36:58

36:58

🚀 7 Figures, No Employees? Mike Koziol reveals how he built a highly profitable business using productized offers—without hiring a massive team. In this episode (Part 2 of 3), we dive into his strategy, mindset, and the systems that make it all possible. 🔹 How to scale without adding overhead 🔹 The power of productized services 🔹 Lessons from growi…

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Building a PE Firm P2: Private Consulting Call With One of Jordan Ross' Advisors 25:52

7M ago25:52

25:52

In this chat, I bring in a trusted advisor to help me identify if i should build a PE firm. He has built and sold 6 companies, has a portfolio of 30 companies. Need help growing your business? go to constraintcalculator.scoreapp.com to learn what to fix in your business & a free AI business assessment.…

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How I get 500K Impressions/Mo on LinkedIn 28:23

7M ago28:23

28:23

Take our free assessment that will tell you what you need to do to grow your business: constraintcalculator.scoreapp.comBy How to Scale an Agency 🚀

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Preparing for the First Sprint: Design Thinking and Discovery with Hamish Sheild 40:39

7M ago40:39

40:39

#160. Hamish Sheild is a Microsoft MVP and Power Platform consultant specialising in applying Design Thinking practices to our apps and projects to make them more human-centred. Hamish and I discuss the different activities and artifacts we've experimented with before starting the delivery phase of our Power Platform and Dynamics 365 projects. Join…

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Should I Build a PE Firm? A Private Conversation With a 9 Figure Holding Company Owner (Jordan Ross Interview) 32:11

7M ago32:11

32:11

I may launch a PE firm...but there's much to figure out. In this discussion, I bring in a 9 figure founder from my network to discuss this play. This is a behind the scenes look at what a conversation like this looks like.By How to Scale an Agency 🚀

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Scaling to 7 Figures Without Hiring – Mike Koziol’s Productized Model (Part 1/3) 33:11

7M ago33:11

33:11

🚀 7 Figures, No Employees? Mike Koziol reveals how he built a highly profitable business using productized offers—without hiring a massive team. In this episode (Part 1 of 3), we dive into his strategy, mindset, and the systems that make it all possible. 🔹 How to scale without adding overhead 🔹 The power of productized services 🔹 Lessons from growi…

1
How Ryan James & Rocket SAAS Added 120k MRR in 24 months 26:45

7M ago26:45

26:45

How Ryan James & Rocket SAAS Added 120k MRR in 24 monthsBy How to Scale an Agency 🚀

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123 CRM Readiness Challenge 31:41

8M ago31:41

31:41

Is your organization ready for CRM? Sam and Steve discuss the ten readiness statements from CRM Switch's online calculator: https://crm-readiness-calculator.crmswitch.com/By Steve Chipman & Sam Biardo

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Everything You Need to Know About Using ChatGPT For Business (Jordan Ross Solo) 11:53

8M ago11:53

11:53

Watch the YT video for the full insights: https://youtu.be/cHOOYdE5-dY?si=mAX9q7XOnI7_hPTxBy How to Scale an Agency 🚀

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How Aaron Uses Cold Email To Book 100s of Meetings Each Month for SEO Services 37:16

8M ago37:16

37:16

I sat down with Aaron Reid to break down how he books hundreds of meetings each month using cold email to sell SEO services. We cover his exact process, key strategies, and lessons learned from scaling outreach at this level. If you're running outbound for SEO—or any service—this is a must-listen. 🎧 Connect with Aaron: 🔗 https://www.linkedin.com/in…

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The Hidden Way To Grow Your Business (Jordan Ross Private Consulting Call) 28:36

8M ago28:36

28:36

I had a private consulting call and recorded it for you guys. There is a lot of good insights for any business of any size. Check it out!By How to Scale an Agency 🚀

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1 Simple Business Hack That Will 3-5x Your Growth in 2025 17:16

8M ago17:16

17:16

Want to 3-5x your business growth in 2025? There’s one simple hack that can make all the difference. In this video, I’ll break down exactly what it is, why it works, and how you can start using it today to scale faster and more efficiently. Don’t miss this! 🚀 Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with …

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Here's when to use a waterfall approach with Power Platform 11:54

8M ago11:54

11:54

#159. Should you use a traditional, waterfall approach to build Power Platform apps? In this episode, I break down six situations when you might be tempted to use a waterfall method and share my thoughts on whether that's really the best approach. Highlights 00:11 Everyone should try waterfall at least once. 02:18 When to adopt a waterfall approach…

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I'm selling 8 Figure Agency (Jordan Ross Solo) 11:47

8M ago11:47

11:47

I didn't think I would ever say this, but I'm selling 8F. Listen to learn why! 8figureagency.coBy How to Scale an Agency 🚀