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On this episode of Analysis Paralysis, I am talking to Jaime Nacach. He runs a successful marketing company and fell in love with automation after using it inside of his existing company. Naturally, that has led to him building a side company solely built around automation and Jaime has been going through the process of transitioning into an automation-focused business solutions company.

The 8 Best Linear Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Monday Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Salesforce Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Trello Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best ClickUp Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Pipedrive Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Akiflow Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Sunsama Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Wrike Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Copper Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Notion Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Superlist Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Folk Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best HubSpot Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Asana Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Routine Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

This episode is all about understanding what actually goes on when an agency is on and OFFBOARDING your user (which was their referral), and the issues that can arise from that process being broken.

Dashlane Review 2024 (Password Manager): Is Dashlane worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

There are podcasts for just about every topic you can think of, but very few, if any, around the emerging area of business automation. Our guest, Kelsey Bratcher, saw this void as an opportunity and started the Get Automated podcast. On this episode, I speak with Kelsey about many different things surrounding software, automation, and efficiency. We discuss how we got started in automation; the differences between ProsperWorks CRM and InfusionSoft; the best tools available for automating your business; and how you, as a small business owner, can start automating your business right now. Make sure you have a notepad around because there are a lot of actionable tips in this episode!

There are two core types of email outreach that businesses use - Transactional Email: one-to-one (e.g. Efficient Email Automation/Gmail) and Bulk Email: one-to-many (e.g. MailChimp/ConvertKit/Outfunnel)

Today I'm here with Chirag Gupta who runs a coworking space calls NoD Coworking. He developed the space to be an area that people could come together to network and pool their resources, stemming from a passion for helping others. Having always liked the idea of starting an accelerator/incubator, I had some questions around the business model and how difficult it is to get a space started and self-sustaining.

While we personally prefer SMB software because it's typically more enjoyable to use (with a better UI/UX—a story for another day), this article will cover the two popular options for mid-market businesses (HubSpot and Salesforce). It's important to mention that in this case, I'm referring to mid-market as anywhere between 20-200 seats (actual people regularly logging into and using the CRM—e.g. there are many companies that may have a team of 500, but maybe only 50 of which need to regularly use the CRM).

The secret sauce to setting up your Leads, People, Companies and Opportunities in your Copper CRM.

Most Insane Arc Browser Overview! Video posted on Mar 29, 2023 -

Top 1 URL Shortener Software & Tools in 2024 - Best URL Shortener software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which URL Shortener software alternative is best for your team in 2023?

Brand. A term that means so many different things to so many different people. Most simply think that a company's brand is their logo and color scheme. For Coby Pachmayr, it is so much more. With a background in systems engineering and automation, Coby started Idea Spring, a branding and marketing agency with the unique focus on solving business problems through ongoing customer experience improvements.

Mailchimp Review 2024 (Email Marketing): Is Mailchimp worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Learn all things Copper CRM best practices, automation, and integration.

We're married, work together, and invest in startups. Follow along as we build efficient.app in public and show you what it's actually like being partners in life and business. 🦾

ConvertKit Review 2024 (Email Marketing): Is ConvertKit worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Loops Review 2024 (Email Marketing): Is Loops worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Postmark Review 2024 (Email Marketing): Is Postmark worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Customer.io Review 2024 (Email Marketing): Is Customer.io worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Reply Review 2024 (Email Marketing): Is Reply worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Today I'm here with Dan Fellars from Openside and we're talking about all things Airtable. Airtable is user-friendly database software, think of Google Sheets and Excel, but with a bit more structured in that it can actually be used at a mass scale for business processes. In this episode, we talk about how you can leverage automation and the ever-evolving cloud software tools available to build custom solutions, all without the traditional development overhead.

You can now automate the creation of Asana tasks upon Copper opportunity stage change without ever leaving Copper.

On this episode, I take you through my history of pivots from the web development world, to online marketing, IT support, and now business process consulting & automation.

New Copper Email Sequencing Feature Release v2.4 - Rich Text & Scheduled Email + Open + Click Activity Logging + Last Sent + Internal Emails

We get questions around automation a lot. Some companies want dive deep into automation too early, while with others — it's clear they should have added automation to their business a long time ago. Here are four signs it's time to automate and two signs that it's better to hold off.

There are dozens of hours that can be saved by integrating software.

Simply put, a CRM (Customer Relationship Management) system is a technology for tracking and managing all your company’s relationships with customers and potential customers.

Top 7 Email Marketing Software & Tools in 2024 - Best Email Marketing software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Email Marketing software alternative is best for your team in 2023?

Should you have multiple pipelines for different business divisions or regions? Keep reading for a candid look into why the answer is definitely not.

Better email for SaaS, delightful email creation, sending, and tracking. The email marketing automation platform for teams of all sizes.

For teams of all sizes looking to get engagement metrics around their customers through lead scoring and automating email at the right time. Sales enablement platform for mid to large size teams.

Better email for SaaS, delightful email creation, sending, and tracking. Marketing automation for the whole customer lifecycle.

Marketing automation for the whole customer lifecycle. Sales enablement platform for mid to large size teams.

Better email for SaaS, delightful email creation, sending, and tracking. Sales enablement platform for mid to large size teams.

The CRM for heavy call & sms—focused small and mid-size sales teams Sales enablement platform for mid to large size teams.

Everything you need to know about the main differences between HubSpot and Copper CRM.

On this episode of Analysis Paralysis, I am talking to David Zisner. He was an electrical engineer that worked at Intel for 15 years doing assembly line automations. He is now consulting and doing automation for small to medium size businesses.

Wanting to run or work for a startup is a common goal nowadays. New companies are launched all the time, led by founders who hope to move quickly and grow fast. But as we all know, not all are successful. Why is this? Why do some succeed and others fail? Brittany Perez, who leads the account management team at Copper, is familiar with these questions. She left a comfortable position at a well-known company (Intuit) to work at Copper, and since joining the team, they’ve grown from 28 employees to hundreds, and have raised just under $100M in venture backing.

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. The CRM for enterprise teams (1,000+) with highly complex processes.

Outfunnel Review 2024 (Integration & Data Sync): Is Outfunnel worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Optimizing Life - Interview with Andra Vomir Podcast posted on Mar 29, 2023 -

We love Airtable, but when talking to companies that are thinking of using it as their core CRM, we advise against it. Here's a candid answer to the FAQ, should I use Airtable as my CRM?