Sales & Marketing Playbook: Unleashed

Send us Fan Mail When leadership says one thing and does another, employees feel it first — and your customers feel it next. In this episode of Sales & Marketing Playbook: Unleashed, Craig Andrews ( Beholder Agency ) and Evan Polin ( Polin Performance Group ) sit down with leadership coach Devi McFadden to talk about how leadership clarity and trust drive everything downstream, including sales...

Send us Fan Mail We bring operations into the conversation with Jen Goldman and get honest about why great lead gen and great closing still fail when delivery is messy. We share practical ways to map roles, fix handoffs, and build a client experience that earns retention, referrals, and real growth. • why sales, marketing, and operations must stay aligned to scale • how misalignment creates “telep...

Send us Fan Mail Most owners can feel when sales and marketing are out of sync — they just can't name why. In this episode, Craig Andrews (Beholder Agency) and Evan Polin (Polin Performance Group) lay out how to tell if your sales and marketing are truly aligned, and how to fix it when they're not. They cover: Why alignment starts with a system and communication — not who's "ri...

Send us Fan Mail Marketing can generate all the leads in the world — but if your intake process is weak, your firm won't grow. Hosts Craig Andrews (Beholder Agency) and Evan Polin (Polin Performance Group) sit down with two guests who live on opposite ends of the client journey: Emily Rowell, partner at Peachtree Offices, and Andres Palma, a lawyer and founder of Motus Legal AI. Market for sh...

Send us Fan Mail AI agents are moving from hype to real tools small businesses can use to sell and market smarter. Hosts Evan Polin and Craig Andrews sit down with Patrick Begley to unpack what agentic AI actually means, where AI agents fit in sales and marketing, and the practical first steps a small team can take without a big budget. What we get into: - What agentic AI really means, and where t...

Send us Fan Mail Your revenue goal isn’t a wish. It’s math, and if you can’t see the math, you can’t manage it. We walk through part two of our Revenue Cookbook series and get practical about what actually goes into a predictable revenue plan. We start at the end, the annual sales number you want, then break it into client tiers based on yearly revenue: enterprise “elephants,” mid-market “deer,” a...

Send us Fan Mail Your revenue target is only useful if you can explain, with numbers, how you will reach it. We take you behind the scenes of the Revenue Cookbook, our simple framework for building predictable revenue by turning a big goal into a clear weekly plan based on real sales pipeline math. We talk through the data that makes the plan honest: average deal size, close rate, how many first c...

Send us Fan Mail Likes are easy to count. Profit is harder. Today we get brutally practical about measuring ROI across marketing and sales so you can stop guessing, stop “feeling busy,” and start building a growth system you can actually defend with numbers. We talk about what ROI really means, why tracking time and spend matters as much as tracking revenue, and how to tell the difference between...

Send us Fan Mail If LinkedIn “doesn’t work,” we think it’s usually because it’s being used like a static profile page instead of a living sales and marketing system. Craig Andrews and Evan Polin sit down with LinkedIn expert Sharon Shapiro of Broly Marketing to get specific about what actually moves the needle: clean data, smart targeting, authentic messaging, and the discipline to turn online tou...

Send us Fan Mail Sales and marketing can either fuel each other or quietly sabotage each other. Recording live at PJ Wellahan’s in Oaks, PA with the Electrical Association of Philadelphia, we get brutally practical about what happens when marketing generates attention but sales can’t close, or when sales blames “bad leads” while marketing swears the leads are fine. The fix is not another tactic. I...

Send us Fan Mail Want proof your sales training actually works? We dig into a no-fluff framework that moves beyond “feel-good” workshops and into measurable behavior change, pipeline impact, and real revenue. With sales coach Evan Polin and growth marketer Craig Andrews, we unpack how to align marketing and sales into a single system that compounds results instead of clashing at the handoff. We st...

Send us Fan Mail Buyers on their phones aren’t browsing—they’re choosing. We dive straight into how local search, clear messaging, and sales alignment transform high-intent moments into revenue you can forecast. Craig lays out the local-first marketing framework that gets your brand where it matters: “near me” queries, city pages, and listings that speak the language of your neighborhood. Evan sho...

Send us Fan Mail Ready to move beyond founder-led hustle and build a business that scales on purpose? We sat down with growth leader Dave Jimenez, a six-time CRO with three exits, to unpack the real stages of scale: proving the idea, proving the product, proving the market, and finally proving the business. Along the way, we get specific about what changes at each stage, why integrations and workf...

Send us Fan Mail You don’t need a bigger tool—you need the best CRM for consultants , one that actually fits how relationship-driven businesses grow. We sit down with Ruben Schwartz, creator of a CRM built specifically for consulting, to unpack why copying enterprise sales systems suffocates solo operators and small teams—and what to do instead. If you’ve been searching for the best CRM for a smal...

Send us Fan Mail Tired of “partly sunny” pipeline updates and finger-pointing between sales and marketing? We dig into a practical system that replaces chaos with clarity by separating three roles most leaders blur: sales training, sales coaching, and sales management. Training builds team-wide skills, coaching advances live deals for individuals, and management sets the structure, cadence, and ac...

Send us Fan Mail What if your team could trade hours of grunt work for minutes of streamlined execution—and spend the saved time actually winning business? We sit down with a former law firm manager turned automation strategist to unpack how robotic process automation reduces repetitive tasks, safeguards accuracy, and gives clients more of your human attention where it counts. We draw a bright lin...

Send us Fan Mail What if your firm grew faster the moment you stopped doing “everything”? We brought on Ron Bockstahler of Amata Office Centers to show how small and solo law practices scale with less stress by outsourcing the back office, using virtual offices for presence, and focusing lawyer time on what actually pays: legal work and prospecting. We start with a reality check for attorneys leav...

Send us Fan Mail Ready to trade noisy “more leads” for a pipeline you can actually close? We dig into what growth marketing really means for B2B teams: systematic experimentation tied to revenue, not vanity metrics. With Evan Polin’s sales coaching lens and Craig Andrews' growth marketing strategy playbook, we map how to align sales and marketing so both sides win and buyers feel it from the...

Send us Fan Mail We look back at a standout year and unpack why simplicity, clarity, and alignment made deals close faster and marketing work harder. We share the sales frameworks, marketing rhythms, and leadership habits that will set a stronger foundation for 2026. • simplifying a core promise and message • focusing on ICP fit and problem-led language • replacing bloated pipelines with task-driv...

Send us Fan Mail If your CRM feels like a black hole instead of a growth engine, this conversation will change how you build, measure, and coach your sales and marketing efforts. We sit down with Cathy Cain-Blank of The WDG Agency to unpack the real reason teams struggle with HubSpot—and how to fix it fast. We start by drawing a hard line: strategy before software. Cathy explains why DIY implement...

Send us Fan Mail Buyers don’t wake up searching for your brand—they wake up searching for answers. We dive into how to meet them there and guide them all the way to loyal, long-term customers using automation that still feels human. With Dr. Denise Dennis of Action Accelerated, we map a complete journey from awareness and consideration to decision, onboarding, retention, and optimization—and show...

Send us Fan Mail Q4 doesn’t forgive drift. We pull back the curtain on the exact plays we use to finish the year strong while quietly stacking wins for a faster Q1—no fluff, just moves you can run this week. From pinpointing the two or three channels that drove most of your revenue to reviving “closed-lost” opportunities with value-first outreach, we show how sales and marketing work together when...

Send us Fan Mail Are your employees already using AI without your knowledge? What competitive advantages are you missing by not having a clear AI strategy? Fractional COO Julio Gonzalez reveals how small and mid-sized businesses can harness artificial intelligence to drive efficiency and growth without massive investments or technical expertise. Drawing from decades of experience as a CIO and oper...

Send us Fan Mail What if your sales team could practice their pitches, objection handling, and closing techniques with an AI that looks, sounds, and responds just like a real prospect? On this episode of Sales and Marketing Playbook Unleashed, we dive deep into the revolutionary world of AI-powered sales training with special guest Mike from Colleva. Perfect practice makes perfect—but most sales p...

Send us Fan Mail Imagine building a table with only three legs – it would inevitably collapse. Your business operates the same way, requiring four sturdy supports: sales, marketing, financial health, and people management. When one weakens, everything becomes unstable. Steve Kapfer, founder and CEO of Tower CFO, joins hosts Craig Andrews and Evan Polin to reveal how financial clarity transforms bu...