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 Shape 0:10:18 Mike Robinson w/ Summit Direct Mail 0:12:43 Kelly Elaine w/ Cannaball Ads 0:15:12 Chaz Tedesco w/ CallTools 0:22:23 Tracy Laney w/ Contact Center Compliance 0:29:07 Scott Ankley w/ Suited Connector 0:34:23 Arvell Craig w/ VAgents & Knowbl AI 0:39:41 Marisa Gaudette w/ Landfall Media...
Feb 29, 2024•1 hr 3 min•Season 1Ep. 14
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 Intro 01:43 How is Momentum Builder 24 different from 23 04:04 Ted Talks and Q&A 06:57 Strategy you need now 09:53 Networking at Momentum Builder, Rebuild and Reboot 12:58 Net work is Net worth 13:16 Party and Fun at Momentum Builder 15:32 What is Special about Momentum Builder 16:50 No better time to invest in yourself 19:03 Get Into Shape - What is...
Feb 06, 2024•29 min•Season 1Ep. 13
🎙️ Join Jimi Ryan, Scott Payne, and guest Phil Treadwell on the Get Into Shape Podcast As 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 video 05:05 Ryan Serhant mention with photo 06:51 Opening lines and mindset while calling 09:22 Do we want it and do we want it badly enough 15:40 What do you co...
Feb 01, 2024•47 min•Season 1Ep. 12
🎙️ 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 dec...
Jan 12, 2024•52 min•Season 1Ep. 11
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 Hope 0:05:1...
Dec 22, 2023•1 hr 2 min•Season 1Ep. 10
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.com David on LinkedIn Show Highlights: 01:00 - Meet David Camp 01:35 - What is HomeScout? 07:00 - Who is HomeScout valuable for? 11:10 - How HomeScout fits into your workflow 16:10 - HomeScout’s integration with Shape 19:20 - “Don’t make...
Oct 25, 2023•43 min•Ep. 9
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 Hogue 01:15 - What is Quote Wizard 03:30 - How Shape is more advanced than the competition 05:05 - Being Acquired by Lending Tree 06:55 - The power of scripting in Shape 10:20 - Great follow up techniques 16:00 - The evolution of client contact 2...
Oct 18, 2023•42 min•Ep. 8
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.ai 05:05 - Ruben Ugarte, ActiveProspect 10:20 - Sam Popham, TrackDrive 12:10 ...
Oct 11, 2023•51 min•Ep. 7
“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 ...
Oct 04, 2023•55 min•Ep. 6
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 Company 08:55 - Why Silk Title? 13:30 - How to stand out on social media 20:00 - It’s okay to win. And there’s always an opportunity to win 22:35 - Title Champs Podcast 24:55 - What it takes to thrive in 2023 ...
Sep 14, 2023•55 min•Ep. 5
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 start 04:50 - Building in the nuances of various industries 06:55 - Using Shape to implement successful processes & protocols 09:00 - How Shape helps the remarketing process 12:28 - Shape IQ 15:05 - Lead De-Duplication 17:30 - “Just ask Tuesdays” 24...
Sep 07, 2023•54 min•Ep. 4
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 Shape 02:10 - Why Shape? What makes it different 04:30 - How Shape minimizes the tech stack for business owners 07:19 - My way or the BEST way 10:30 - Automating what doesn’t make you $ 17:00 - A Productive Contact strategy 19:50 - Shifting a mindset of “I know what’...
Aug 31, 2023•40 min•Ep. 3
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!
Aug 24, 2023•1 hr 9 min•Ep. 2
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 show 01:15 - ChatGPT’s attempts to name the show 03:00 - What’s this show about? 03:45 - Why Jimi is excited about Shape Software 07:25 - Calling Leads 08:45 - The Get It Done Podcast 10:45 - Why Jimi joined Shape 17:15...
Aug 17, 2023•24 min•Ep. 1
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.
Aug 16, 2023•31 sec
