An AI governance committee builds alignment on how your organization will use AI. An AI strategy sprint builds the thing itself — a working agent, live in your operations, inside a single quarter. Most B2B companies have the first. Almost none have s…
Most businesses run into the same wall eventually: marketing says the funnel is working, finance says the bank account doesn't reflect it. Both are looking at real numbers. They just aren't looking at the same math. That gap isn't a personality probl…
Right now, senior living operators are losing move-ins they already paid to generate. And the culprit? Disconnected systems. Specifically, not connecting HubSpot with your senior living CRM.
I was with my executive peer group recently, and we were working through a familiar problem together: too many priorities and not enough clarity for deciding which ones actually belong on the list. It always seems to go this way. The whiteboard fills…
I spent the week at the Senior Living Executive Conference. Below are the nuggets that actually move revenue, sorted into the three buckets I care about most: marketing, sales, and AI. Tip: If you only read one section, read AI.
There's the plan your team built: the one with a clear three-year vision, sequenced priorities, and buy-in from the people who have to execute it.
Most companies walk out of annual planning with a list of priorities, not a plan. Here's why that distinction matters — and how forcing one honest trade-off conversation changes everything.
I sat in on a session at the Kitchen Cabinet Manufacturers Association conference led by Lee Roberts, Partner and Managing Director at Creative Planning Business Services. He talked about the businesses that fail because of three predictable patterns…
Most companies right now are in experimentation mode with AI.
This month, I brought in a good friend and mentor, Jonathan Warrey, to coach part of our team. I expected a good conversation.
Demand for senior living has largely returned. Interest is there. Occupancy has improved across much of the industry. And yet, many organizations are still struggling to consistently turn inquiries into tours — and tours into move-ins.
HubSpot AI Agents, Explained: What we covered in our live workshop There’s been a lot of talk about HubSpot AI Agents lately. And while the excitement is high, many teams are still trying to figure out what these agents actually do inside HubSpot and…
A lot can happen in 12 months. No one knows that better than our video team, who pulled together our end-of-year video for 2025.
I’ll never forget those moments early in my career. Standing in a room full of decision makers. I had an opinion, but it was just a gut feeling. I couldn’t put words to why I felt that way — I just did. So, I stayed silent. Turns out, my gut was righ…
Stop Buying Sales Software. Start Building Sales Systems. Most sales teams don’t need another tool. They need a system that actually helps people sell. That’s the difference between chasing the next “sales management software” trend and building a sc…