Get Into Shape

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 Shape0:10:18 Mike Robinson w/ Summit Direct Mail0:12:43 Kelly Elaine w/ Cannaball Ads0:15:12 Chaz Tedesco w/ CallTools0:22:23 Tracy Laney w/ Contact Center Compliance0:29:07 Scott Ankley w/ Suited Connector 0:34:23 Arvell Craig w/ VAgents & Knowbl AI0:39:41 Marisa Gaudette w/ Landfall Media Group0:43:39 Alanna Hodge w/ Landfall Media Group0:46:00 Michael Ferree w/ Lead Generation World, Contact.io, LinkUnite0:51:28 Eric Troutman w/ Troutman Amin LLP CZAR of TCPASpecial thank to everyone from Shape!Lead Generation Worldhttps://leadgenerationworld.com/Schedule a demo NOW, Get into Shape!www.setshape.com/jimiLinkedIn: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 Intro01:43 How is Momentum Builder 24 different from 2304:04 Ted Talks and Q&A06:57 Strategy you need now09:53 Networking at Momentum Builder, Rebuild and Reboot12:58 Net work is Net worth13:16 Party and Fun at Momentum Builder15:32 What is Special about Momentum Builder 16:50 No better time to invest in yourself19:03 Get Into Shape - What is cool about Shape?26:19 We need more people to know about Shape28:07 Closing Schedule your Shape Demo now: https://setshape.com/jimiConnect with Don Goettlinghttps://www.linkedin.com/in/don-goettling-8ba05a50/ Connect with Gino Frontihttps://www.linkedin.com/in/ginofronti/Connect with Jimihttps://linktr.ee/JimiRyan Go to Momentum Builder 2024https://www.momentumbuilder.com/Discount Code: Jimi231The BIGGEST discount code you can possibly get to Momentum Builder 2024For $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 PodcastAs 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 video05:05 Ryan Serhant mention with photo 06:51 Opening lines and mindset while calling09:22 Do we want it and do we want it badly enough15:40 What do you coach people on morning routine20:49 How are you coaching people transitioning from 23 to 2424:02 Video Content, Gratitude posts26:24 Wing Pics29:24 What is M1 Academy31:50 What is your biggest coaching win?34:45 Success is about Consistent Persistent Effort over Time37:06 What do you think about Shape?41:35 Do you recommend people start a podcast?46:09 Join Phil Treadwell's Community 214-225-5696Connect with Phil Treadwell@ philtreadwell on all social mediahttps://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 change40:39 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 YohoConnect with Brad YohoLinkedIn: https://www.linkedin.com/in/bradyoho/Connect with Jimi Ryanhttps://linktr.ee/jimiryan Sign up for a 15-min Demo of Shapehttps://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 Hope0:05:10 How do you portray Authenticity in lead calling?0:09:52 One Sale A Day0:11:32 Technology to replace or enhance?0:15:40 Bruce Thompson0:16:21 Link Pushers0:20:51 Who is the most tech savvy borrower?0:23:50 What's the balance between relationship building and efficiency0:28:18 The 4 major drop off points in an application0:30:18 Katherine Campbell mention0:32:52 Why do I love you guys so much?0:35:32 Hacks to Get It Done0:39:49 Argument on Recorded Voicemails0:43:32 Stay on Offense0:48:12 Let Processors Process and Stand Up0:49:55 Kyle Draper and Starting Batting 1000 Podcast0:54:18 Integrity matters0:55:55 Mortgage Professionals Providing HopeCheck out Mortgage Professionals Providing Hope (MPPH)https://www.mpph.org/Your Donations will be MATCHED using this link:https://mpph.kindful.com/?campaign=1075430Connect with Dale Vermillionhttps://www.dalevermillion.com/Subscribe to Batting 1000 Podcast:https://www.dalevermillion.com/listenConnect with Jimi Ryan:https://linktr.ee/JimiRyanConnect with Scott Payne:https://linktr.ee/shape_softwareSchedule a 15 min Demo of Shapehttps://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.comDavid on LinkedInShow Highlights:01:00 - Meet David Camp01:35 - What is HomeScout?07:00 - Who is HomeScout valuable for?11:10 - How HomeScout fits into your workflow16:10 - HomeScout’s integration with Shape19:20 - “Don’t make me think, I just want to DO”24:00 - It has to be EASY25:30 - David’s early career29:00 - HomeScout’s origin31:45 - David’s advice for mortgage rookies35:00 - Becoming a Hybrid Loan Officer37:45 - The necessity of Direct to Consumer38:25 - 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 Hogue01:15 - What is Quote Wizard03:30 - How Shape is more advanced than the competition05:05 - Being Acquired by Lending Tree06:55 - The power of scripting in Shape10:20 - Great follow up techniques16:00 - The evolution of client contact20:00 - Data collection and management26:00 - Top three things keys for success at Quote Wizard30:00 - The power of Shape IQ32:50 - Nurturing a lead36:30 - Client education39:15 - “You need to keep reading to keep learning!”40:00 - [email protected] 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.ai05:05 - Ruben Ugarte, ActiveProspect10:20 - Sam Popham, TrackDrive12:10 - Julie Eddy, Falcon Marketing, LLC16:40 - Joey Liner, Liner Connections26:05 - JC Redero, QuoteStorm29:40 - Peter Vitale, Lead Clinic34:50 - Mike Robinson, Summit Direct Mail39:20 - Scott Payne, Shape Professional ServicesConnect with our Guests:Paul Love - LinkedIn, InstagramRuben Ugarte - LinkedIn, InstagramSam Popham - LinkedIn, InstagramFalcon Marketing LLC - https://www.linkedin.com/company/falcon-marketing-llc/about/Joey Liner - LinkedIn, YouTubeJC Redero - LinkedInPeter Vitale - LinkedIn, InstagramMike Robinson - LinkedIn, InstagramConnect with Scott:LinkedInConnect with Jimi: LinkedInInstagram

“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 failure08:00 - Strategies for marketers struggling to connect with the sales team10:30 - Sales ≠ Marketing11:55 - Surprise and Delight15:50 - The pain points Shape alleviates21:15 - A frictionless input system26:00 - Cost Per Goldilocks29:20 - Making the Loan Officer the hero35:15 - Katherine’s impression on Shape’s team40:30 - Transitioning this industry from where it was to where it’s going44:40 - Top 3 features & benefits of Shape49:05 - Why work for Annie Mac?50:40 - Cash to Keys52:10 - “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 Company08:55 - Why Silk Title?13:30 - How to stand out on social media20:00 - It’s okay to win. And there’s always an opportunity to win22:35 - Title Champs Podcast24:55 - What it takes to thrive in 202327:05 - Who would you refer your mom to?29:30 - Why Silk Title is Integrating Shape33:30 - KISS - Keep it Simple, Stupid!35:50 - How Shape keeps it simple, while offering tremendous power to the user39:30 - The power of mining your own data44:20 - How Title companies and LO’s can grow together!47:15 - Marc’s favorite feature of Shap49:50 - What Marc is most excited about coming in the future to tech in the real estate industry52:50 - Silk Title on LinkedIn or [email protected]

Eliot Saeedi joins Jimi in this episode to talk about the origin of Shape, and his view of the difference it makes in the businesses that use it.SetShape.com to begin your journey with Shape today!Show Highlights:01:00 - How did Shape actually start04:50 - Building in the nuances of various industries06:55 - Using Shape to implement successful processes & protocols09:00 - How Shape helps the remarketing process12:28 - Shape IQ15:05 - Lead De-Duplication17:30 - “Just ask Tuesdays”24:00 - Accessing your past client database31:45 - 3rd party integrations35:15 - Why should someone check out Shape?37:30 - What are the big problems from other CRM systems that Shape solves for its users?38:50 - The biggest success story for a Shape user Eliot’s heard of40:00 - Function. Performance. User experience. How does Shape compare to the other solutions out there?43:35 - 600-700 integrations built in45:00 - What does Shape’s support process look like?45:40 - Lead Engine from Shape48:15 - What industries does Shape serve?49:50 - What’s next for Shape?52:00 - Goodbyes and Thank you!01:00 - How did Shape actually start04:50 - Building in the nuances of various industries06:55 - Using Shape to implement successful processes & protocols09:00 - How Shape helps the remarketing process12:28 - Shape IQ15:05 - Lead De-Duplication17:30 - “Just ask Tuesdays”24:00 - Accessing your past client database31:45 - 3rd party integrations35:15 - Why should someone check out Shape?37:30 - What are the big problems from other CRM systems that Shape solves for its users?38:50 - The biggest success story for a Shape user Eliot’s heard of40:00 - Function. Performance. User experience. How does Shape compare to the other solutions out there?43:35 - 600-700 integrations built in45:00 - What does Shape’s support process look like?45:40 - Lead Engine from Shape48:15 - What industries does Shape serve?49:50 - What’s next for Shape?52:00 - Goodbyes and Thank you!

Kevin Benner joins Jimi in this episode to break down some of his favorite features of Shape, and his experience working with the company.SetShape.com to begin your journey with Shape today!Show Highlights:01:00 - Kevin’s Goal at Shape02:10 - Why Shape? What makes it different04:30 - How Shape minimizes the tech stack for business owners07:19 - My way or the BEST way10:30 - Automating what doesn’t make you $17:00 - A Productive Contact strategy19:50 - Shifting a mindset of “I know what’s best”24:15 - Using the power of automated remarketing27:05 - How Shape helps you find the sweet spot on follow-up33:50 - The power of Shape on your phone37:30 - What Kevin is most excited about coming soon

Dani Dunn and Scott Payne join Jimi in this episode to break down some of their favorite features of Shape.SetShape.com to begin your journey with Shape today!

Jimi Ryan introduces the Shape/Shift Podcast in this debut episode. What is Shape Software? Why is Jimi so excited about it, and just what will this show offer you in episodes to come?SetShape.com to begin your journey with Shape today!Episode highlights:00:45 - Welcome to the show01:15 - ChatGPT’s attempts to name the show03:00 - What’s this show about?03:45 - Why Jimi is excited about Shape Software07:25 - Calling Leads08:45 - The Get It Done Podcast10:45 - Why Jimi joined Shape17:15 - What’s to come on ShapeShift21:15 - Ready, Set, Shape podcast

Ready, Set, SHAPE. Shape Software is everything your business needs to grow! All in one user friendly platform. And your host Jimi Ryan is bringing you the people that make it possible, the companies and individuals using Shape to grow their business every day and so much more. Stay tuned for Shape/Shift!SetShape.com/jimi to start your journey with Shape Software today.