Are you unknowingly leaving money on the table in your business? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Jason Kramer, founder of Cultivize, to uncover how entrepreneurs can stop losing track of leads, strengthen client relationships, and scale their revenue through smarter CRM systems. Together, they dive deep into why most CRMs fail, how to design one that fits your business, and the proven automation tactics that can help you capture more opportunities without spending another dollar on marketing.

Listeners will walk away with actionable strategies to streamline lead management, improve follow-up, and plug the profit leaks hiding in plain sight. Whether you’re running your business out of spreadsheets or frustrated with yet another CRM that doesn’t deliver, this episode will show you how to turn organization into income and why strategic systems are the foundation for lasting growth.

Key Takeaways:

• Why most entrepreneurs lose money from disorganized follow-up systems

• The three essentials to choosing the right CRM for your business

• How automation and lead scoring can boost conversions effortlessly

• The power of nurturing leads through education, not pressure

• Why scaling starts with plugging the leaks, not chasing new leads

• How strategy, in business and taxes, drives sustainable wealth

Learn More About Jason:

Official Website: https://cultivize.com/

Resources:

Visit www.vitalstrategies.com to download FREE resources

Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies

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Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/

Credits:

Sponsored by Vital Wealth

Music by Cephas

Art work by Two Tone Creative

Audio, video, research and copywriting by Victoria O'Brien