In this episode, Jason Kramer of Cultivize shares insights on how to fix leaky sales funnels, implement effective follow-up processes, and leverage AI and CRM tools to nurture long-term relationships in M&A and sales.

Key Topics:

• Sales funnel leaks and how to fix them
• Importance of process and technology in sales
• Effective follow-up strategies and cadence
• Using AI for prospect research and outreach
• CRM best practices and common mistakes
• Long-term nurturing in long sales cycles
• Metrics to analyze for sales process improvement
• Building buy-in for new processes
• About the Show:
• The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions.

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Find all our episodes at https://cornerstoneia.com/podcast/

Resources:

AfterTheLead.com

CornerstoneIA.com

Keywords:

Mergers & acquisitions, M&A, sell side, buy side, valuation, sell my business, business sale, sales funnel, follow-up, CRM, process improvement, AI, lead nurturing, sales strategy