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AI Prospecting isn't all its cracked up to be...
Sharing my FINNY piece here as well: https://advisortechbook.substack.com/p/all-in-on-finny
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Joe's MarTech Stack
- GSuite - email/calendar/drive - Slant CRM - crm, ai notetaker, opportunities, projects - Skool - community, billing, courses, subscriptions - Superhuman - email overlay - Skoot CRM - chrome extension for Skool management - Zoom - video calls - Zoom Scheduler - scheduling meetings - Substack - email newsletter and podcast platform - YouTube - video storage / lead gen - Webflow/Aryze Design - website Here's how I link them all CRM / Project Management: Slant CRM - it's just so clean, fast, a joy to use - adding prospects - they get immediately enriched / managing my podcast / tracking opportunities... tiering clients, etc (I can show you how I'm using it if you'd like) Email marketing / content distribution: Substack - I really liked Beehiiv but it has no network effect, Substack has huge network effect - it's basically an email marketing platform combined into a social platform. You can also have video, audio, podcast, written, etc on Substack - it's a great content platform all around
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Joe's MarTech Stack
Link matrix across marketing platforms
this is a fun exercise: - skool community - substack - book on amazon - consulting offers - linkedin - website - youtube - podcast - twitter - facebook - instagram
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Link matrix across marketing platforms
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