Sales & Marketing Playbook: Unleashed

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...

Send us Fan Mail Have you ever wondered why your company struggles to convert leads despite having a robust marketing strategy? The answer might lie in the fundamental misunderstanding that plagues many businesses today. Dwayne Riff, President of Global Source International, joins hosts Craig Andrews and Evan Poland to unpack a critical business truth: sales and marketing are not the same thing. D...

Send us Fan Mail The back-to-school season isn't just for students—it's the perfect time for businesses to refocus and strategize for year-end success. Seasoned sales expert Evan Polin and marketing strategist Craig Andrews reveal the playbook for maximizing your Q3-Q4 performance when summer distractions fade and serious business resumes. We dive deep into the critical task of pipeline...

Send us Fan Mail What if the path to sales and marketing excellence was hiding in your favorite summer pastimes? Evan Polin and Craig Andrews reveal powerful business strategies inspired by golf, baseball, and pickleball in this thought-provoking episode. Golf isn't just about swinging clubs—it's a masterclass in preparation and customized strategy. Like selecting the right club for each...

Send us Fan Mail The halfway point of the year often sneaks up on us—one moment we're setting ambitious goals for January, and suddenly we're staring down July, wondering where the time went. This critical juncture demands honest reflection: Are you on track to hit your annual targets, or do you need to recalibrate? Evan Polin and Craig Andrews deliver a masterclass in mid-year sales str...

Send us Fan Mail What happens when compliance isn't a jail sentence but a collaborative approach to protecting your organization? Today's conversation with Raul, VP and Chief Compliance Officer for Jackson Health System, reveals the unexpected parallels between effective compliance work and successful sales and marketing strategies. With oversight of healthcare compliance for 15,000 empl...