- 15
- Episodes
- 1
- Ratings
- 2023
- First episode
About Get Into Shape
The Shape/Shift Podcast is brought to by Shape, everything your business needs to grow! All in one user friendly platform. Jimi Ryan, Chief Creative Officer for Shape Software, is your host for great conversations with the team behind Shape, CEO’s and COO’s of companies using Shape to grow their businesses and individuals growing with Shape Software every day.
- Publisher
- SetShape.com/jimi
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 16 Aug 2023
- Latest episode
- 29 Feb 2024
Latest episodes
15 episodes in the feed.
29 Feb 2024
Lead Generation World 2024 | Jimi and Scott LIVE with Shape Software
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 Group 0:43:39 Alanna Hodge w/ Landfall Media Group 0:46:00 Michael Ferree w/ Lead Generation World, Contact.io, LinkUnite 0:51:28 Eric Troutman w/ Troutman Amin LLP CZAR of TCPA Special thank to everyone from Shape! Lead Generation World https://leadgenerationworld.com/ Schedule a demo NOW, Get into Shape! www.setshape.com/jimi LinkedIn: 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/
6 Feb 2024
Jimi interviews Don and Gino, Regionals at PRMG on Getting into Shape & Momentum Builder | Biggest Discount Code
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 cool about Shape? 26:19 We need more people to know about Shape 28:07 Closing Schedule your Shape Demo now: https://setshape.com/jimi Connect with Don Goettling https://www.linkedin.com/in/don-goettling-8ba05a50/ Connect with Gino Fronti https://www.linkedin.com/in/ginofronti/ Connect with Jimi https://linktr.ee/JimiRyan Go to Momentum Builder 2024 https://www.momentumbuilder.com/ Discount Code: Jimi231 The BIGGEST discount code you can possibly get to Momentum Builder 2024 For $331 of admission and a free photo with Jimi (last part is free anyway)
1 Feb 2024
Phil Treadwell on Get Into Shape Podcast | Hosts Jimi Ryan and Scott Payne | Lead Management Strategy
🎙️ 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 coach people on morning routine 20:49 How are you coaching people transitioning from 23 to 24 24:02 Video Content, Gratitude posts 26:24 Wing Pics 29:24 What is M1 Academy 31:50 What is your biggest coaching win? 34:45 Success is about Consistent Persistent Effort over Time 37:06 What do you think about Shape? 41:35 Do you recommend people start a podcast? 46:09 Join Phil Treadwell's Community 214-225-5696 Connect with Phil Treadwell @ philtreadwell on all social media https://philtreadwell.com/ Text: Shape, Jimi or Fun Hair Friday to 214-225-5696 to join Phil's Community @PhilTreadwell (https://studio.youtube.com/channel/UC57qrcWDbrUeJbga5gS0FaA) @MortgageMarketingExpert (https://studio.youtube.com/channel/UC7YEj01KuemKOVxfoABcdTg)
12 Jan 2024
Let Data Drive your Decisions | Brad Yoho joins Jimi Ryan on Shape Shift | Home Improvement | CRM
🎙️ 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 change 40:39 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 Yoho Connect with Brad Yoho LinkedIn: https://www.linkedin.com/in/bradyoho/ Connect with Jimi Ryan https://linktr.ee/jimiryan Sign up for a 15-min Demo of Shape https://setshape.com/jimi
22 Dec 2023
Dale Vermillion on Shape/Shift Podcast | Hosts Jimi Ryan and Scott Payne | Lead Management Strategy
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 0:05:10 How do you portray Authenticity in lead calling? 0:09:52 One Sale A Day 0:11:32 Technology to replace or enhance? 0:15:40 Bruce Thompson 0:16:21 Link Pushers 0:20:51 Who is the most tech savvy borrower? 0:23:50 What's the balance between relationship building and efficiency 0:28:18 The 4 major drop off points in an application 0:30:18 Katherine Campbell mention 0:32:52 Why do I love you guys so much? 0:35:32 Hacks to Get It Done 0:39:49 Argument on Recorded Voicemails 0:43:32 Stay on Offense 0:48:12 Let Processors Process and Stand Up 0:49:55 Kyle Draper and Starting Batting 1000 Podcast 0:54:18 Integrity matters 0:55:55 Mortgage Professionals Providing Hope Check out Mortgage Professionals Providing Hope (MPPH) https://www.mpph.org/ (https://www.mpph.org/) Your Donations will be MATCHED using this link: https://mpph.kindful.com/?campaign=1075430 (https://mpph.kindful.com/?campaign=1075430) Connect with Dale Vermillion https://www.dalevermillion.com/ (https://www.dalevermillion.com/) Subscribe to Batting 1000 Podcast: https://www.dalevermillion.com/listen (https://www.dalevermillion.com/listen) Connect with Jimi Ryan: https://linktr.ee/JimiRyan (https://linktr.ee/JimiRyan) Connect with Scott Payne: https://linktr.ee/shape_software (https://linktr.ee/shape_software) Schedule a 15 min Demo of Shape https://setshape.com/jimi (https://setshape.com/jimi)
25 Oct 2023
Jimi Interviews David Camp, President and Co-Founder of HomeScout
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 (https://setshape.com/) to begin your journey with Shape today! Connect with David: HomeScout.com (https://HomeScout.com) David on LinkedIn (https://www.linkedin.com/in/davidleecamp/) 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 me think, I just want to DO” 24:00 - It has to be EASY 25:30 - David’s early career 29:00 - HomeScout’s origin 31:45 - David’s advice for mortgage rookies 35:00 - Becoming a Hybrid Loan Officer 37:45 - The necessity of Direct to Consumer 38:25 - Why HomeScout? 40:00 - “Shape understands how they operate!” 41:50 - HomeScout.com
18 Oct 2023
Jimi and Scott Interview Jeff Hogue, Director of Agent Sales for Quote Wizard
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 (https://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 20:00 - Data collection and management 26:00 - Top three things keys for success at Quote Wizard 30:00 - The power of Shape IQ 32:50 - Nurturing a lead 36:30 - Client education 39:15 - “You need to keep reading to keep learning!” 40:00 - jhogue@qw-corp.com Or LendingTree on social media
11 Oct 2023
Jimi Ryan and Scott Payne at LeadsCon 2023
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 - Julie Eddy, Falcon Marketing, LLC 16:40 - Joey Liner, Liner Connections 26:05 - JC Redero, QuoteStorm 29:40 - Peter Vitale, Lead Clinic 34:50 - Mike Robinson, Summit Direct Mail 39:20 - Scott Payne, Shape Professional Services Connect with our Guests: Paul Love - LinkedIn (https://www.linkedin.com/in/paul-love-bb2952/), Instagram (https://instagram.com/verse.ai_ig?igshid=MzRlODBiNWFlZA==) Ruben Ugarte - LinkedIn (https://www.linkedin.com/in/ruben-ugarte-solar-junkie/), Instagram (https://instagram.com/activeprospectinc?igshid=MzRlODBiNWFlZA==) Sam Popham - LinkedIn (https://www.linkedin.com/in/samantha-popham-2924b579/), Instagram (https://instagram.com/sampop1013?igshid=MzRlODBiNWFlZA==) Falcon Marketing LLC - https://www.linkedin.com/company/falcon-marketing-llc/about/ (https://www.linkedin.com/company/falcon-marketing-llc/about/) Joey Liner - LinkedIn (https://www.linkedin.com/in/joeyliner/), YouTube (https://youtube.com/@linerconnectionsllc4824?si=vP7obLuEDxISqlKt) JC Redero - LinkedIn (https://www.linkedin.com/in/jcrquotestorm/) Peter Vitale - LinkedIn (https://www.linkedin.com/in/vitalepeter/), Instagram (https://instagram.com/drvitale?igshid=MzRlODBiNWFlZA==) Mike Robinson - LinkedIn (https://www.linkedin.com/in/mike-robinson-2054831/), Instagram (https://instagram.com/summit_dfw?igshid=MzRlODBiNWFlZA==) Connect with Scott: LinkedIn (https://www.linkedin.com/in/sdpsolutions1/) Connect with Jimi: LinkedIn (https://www.linkedin.com/in/jimiryan/) Instagram (https://instagram.com/jimiryan?igshid=MzRlODBiNWFlZA==)
4 Oct 2023
Jimi interviews Katherine Campbell, CMO Annie Mac
“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 (https://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 failure 08:00 - Strategies for marketers struggling to connect with the sales team 10:30 - Sales ≠ Marketing 11:55 - Surprise and Delight 15:50 - The pain points Shape alleviates 21:15 - A frictionless input system 26:00 - Cost Per Goldilocks 29:20 - Making the Loan Officer the hero 35:15 - Katherine’s impression on Shape’s team 40:30 - Transitioning this industry from where it was to where it’s going 44:40 - Top 3 features & benefits of Shape 49:05 - Why work for Annie Mac? 50:40 - Cash to Keys 52:10 - “Show up!”
14 Sept 2023
Jimi interviews Marc Trachtenberg, CEO and Chairman of Silk Title
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 (https://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 27:05 - Who would you refer your mom to? 29:30 - Why Silk Title is Integrating Shape 33:30 - KISS - Keep it Simple, Stupid! 35:50 - How Shape keeps it simple, while offering tremendous power to the user 39:30 - The power of mining your own data 44:20 - How Title companies and LO’s can grow together! 47:15 - Marc’s favorite feature of Shap 49:50 - What Marc is most excited about coming in the future to tech in the real estate industry 52:50 - Silk Title on LinkedIn or hello@silktitleco.com
7 Sept 2023
Jimi Interviews Eliot Saeedi, Co-Founder and Board Member of Shape
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 (https://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” 24:00 - Accessing your past client database 31:45 - 3rd party integrations 35:15 - 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 of 40:00 - Function. Performance. User experience. How does Shape compare to the other solutions out there? 43:35 - 600-700 integrations built in 45:00 - What does Shape’s support process look like? 45:40 - Lead Engine from Shape 48:15 - What industries does Shape serve? 49:50 - What’s next for Shape? 52:00 - Goodbyes and Thank you!01:00 - How did Shape actually 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” 24:00 - Accessing your past client database 31:45 - 3rd party integrations 35:15 - 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 of 40:00 - Function. Performance. User experience. How does Shape compare to the other solutions out there? 43:35 - 600-700 integrations built in 45:00 - What does Shape’s support process look like? 45:40 - Lead Engine from Shape 48:15 - What industries does Shape serve? 49:50 - What’s next for Shape? 52:00 - Goodbyes and Thank you!
31 Aug 2023
Jimi Interviews Kevin Benner, VP of Business Development at Shape Software
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 (https://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’s best” 24:15 - Using the power of automated remarketing 27:05 - How Shape helps you find the sweet spot on follow-up 33:50 - The power of Shape on your phone 37:30 - What Kevin is most excited about coming soon
24 Aug 2023
Jimi Interviews Dani Dunn, Senior Project and Account Manager with Shape Software
Dani Dunn and Scott Payne join Jimi in this episode to break down some of their favorite features of Shape. SetShape.com (https://setshape.com/) to begin your journey with Shape today!
17 Aug 2023
Welcome to the Shape/Shift Podcast
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 (https://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 - What’s to come on ShapeShift 21:15 - Ready, Set, Shape podcast
16 Aug 2023
The Shape/Shift 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 (https://SetShape.com/jimi) to start your journey with Shape Software today.
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