For this season finale of Ungated Conversations, hosts Rachel Ann Kreis and Jiaqi Pan recap some key takeaways from their conversations with this season’s guests, as well as other memorable moments and anecdotes. Jiaqi and Rachel also reflect on the experience of hosting the podcast this season—and they participate in the listener-favorite “AI Rewind” segment in which they recount interesting and exciting ways they’ve been using AI lately.

Join us as we discuss:

• The importance of small scope, simplicity, and authenticity in AI-powered chatbots.
• How AI can help revenue leaders streamline pipelines by automating specific stages
• The need for diverse teams in the design and implementation of AI
• Knowing what’s possible for AI and staying updated on the most recent developments

This week, hosts Rachel Ann Kreis and Jiaqi Pan are joined by Mafalda Johannsen, Director of Growth at WonderWay, who shares how AI is streamlining the onboarding process for new sales reps. Mafalda provides sharp insights on AI-driven coaching and prospecting tools—which not only save time for sales leaders but also automate key tasks, along the way improving efficiency and performance, preventing SDR burnout, and ensuring a supportive, productive work environment.

Join us as we discuss:

• How AI coaches tackle key sales management challenges
• Innovative hiring methods to evaluate candidates' critical thinking and receptiveness to feedback
• The crucial role of documenting business processes for scalability and sustained success
• The pitfalls of relying exclusively on AI-generated marketing content

On this week’s episode, Jiagi Pan and Rachel Ann Kreis talk with Andrew Leshak, Head of Commercial Solutions at Sapient Industries and Founder at Samme, about integrating AI into objecting handling and sales team training. Andrew also shares his thoughts on how organizations with limited budgets can better generate leads and increase revenue, as well as finding and targeting ideal customers.

Join us as we discuss:

• The use of AI for simulating customer interactions, and providing immersive training experiences
• Creating customized chatbots for different clients and the challenges it presents
• How using AI FAQ bots in objection handling impacts the sales process and lowers manager stress levels
• Levering objections into a database for sales leaders to study and help their teams manage more effectively.

This week, hosts Rachel Ann Kreis and Jiaqi Pan speak with Hans van Dam, CEO of the Conversation Design Institute. Hans weighs in on current topics and developments in the world of conversational AI—such as the recent advent of ChatGPT-4o. Hans, Rachel, and Jiaqi also outline some critical aspects of designing simple yet effective chatbots, with an emphasis on the necessity of clear problem-solving and frictionless functionality.

Join us as we discuss:

• The best times to ask for user feedback in AI chatbot interactions
• How human behavioral models can be used when designing effective AI chatbots when it comes to motivation, ability, and prompts
• The role of user expectation in successful conversational AI interactions
• Quality control and risk mitigation when implementing AI in high-impact customer interaction scenarios

This week, co-hosts Jiaqi Pan and Rachel Ann Kreis speak with Alvaro Tejido, Sales Manager for Southern Europe & UKI at Pleo. Alvaro shares his insights on AI’s potential in transforming sales and organizational processes—with particular attention to cultivating and sustaining a focus on the entire client life cycle and empowering customer success teams to do what they do best.

Join us as we discuss:

• Effective division of responsibilities between account executives and customer success teams
• The importance of hiring coachable candidates who naturally fit the company’s culture
• How to handle errors in AI—and what reasonable expectations for the tech should look like
• Advantages and potential challenges of implementing AI-driven self-service onboarding processes

On today’s episode, hosts Rachel Ann Kreis and Jiaqi Pan are joined by Isa Garate, VP of Product at Landbot. Isa has harnessed her years of experience in product management and strategy to drive major experimentation and growth at Landbot—and she shares plenty of insights and explanations of use cases for integrating AI into sales processes.

Join us as we discuss:

• How AI can help personalize and optimize the customer onboarding process
• The role of qualitative and quantitative metrics in developing and refining AI technologies
• Why creating a culture of experimentation is so crucial for delivering helpful products and services to all manner of customers

This week, co-hosts Rachel Ann Kreis, Jiaqi Pan, and Cris Villar are joined by Alan Ruchtein, Founder of The Startup Effect and former Sales Manager at Landbot. Alan shares his insights and tips on all things outbound sales and AI-enchanged discovery processes, with a particular focus on developing systems that allow sellers to address both their customers’ problems and the underlying causes of those problems.

Join us as we discuss:

• How AI can enhance the preparation process for meetings and discovery calls
• Essential KPIs for tracking and measuring success in outbound sales teams
• Strategies for managing a high demand for demos
• Understanding your buyer’s emotions and tailing your sales approaches accordingly

If you work in sales or marketing, there are probably two questions that keep you up at night: “What’s led past customers to our product?” and (2) “What will lead future customers to our product?”

On today’s episode, Rachel Ann Kreis and Jiaqi Pan are joined by Laura Erdem (Sales Manager at Dreamdata) to talk all things revenue attribution, which helps companies of all sizes answer these very questions. Laura underscores the importance of aligning marketing strategies with sales initiatives to effectively map out the customer journey and identify the many (not just one) touchpoints that led to a conversion.

Join us as we discuss:

• How linear attribution models can oversimplify the complexity of the customer journey
• The practical attributions of attribution data
• Finding the “sweet spot” between too many attribution initiatives and too few attribution initiatives 
• Transactional vs. relationship-oriented sales strategies

This week, Rachel Ann Kreis (VP of Marketing at Landbot) and Jiaqi Pan (CEO & Co-Founder at Landbot) are joined by Max Haining, Founder at 100DaysOfNoCode. Max started 100DaysOfNoCode with the mission of empowering non-techies to arm themselves with the basic knowledge required to successfully navigate the world of tech and B2B SaaS. So Max is immensely qualified to speak to the challenges and rewards of upskilling, adaptability, and personal betterment—no matter what level of tech literacy you’re starting with, or where you found yourself in your career in tech.

Join us as we discuss:

• The benefits of “no code” solutions in tech
• How learning in public serves as an organic growth engine for building communities and encourages accountability
• The evolution (and balance) of personalized outbound communication in the age of AI
• What goes into a successful AI-native mindset

Whether you work in sales or marketing, your team’s efficiency and performance is always at risk of being negatively impacted by poor lead quality.

This week, Rachel Ann Kreis and Jiaqi Pan are joined by Zahra Jivá, Director of Global Sales Strategy at Pipedrive to discuss lead qualification in sales and how AI is revolutionizing the way teams approach this major pain point. From structuring sales teams to harnessing tools like AI to assist team members and enhance productivity, Zahra brings plenty of insights to anyone looking to improve the employee and customer experience throughout all aspects of the sales process.

Join us as we discuss:

• How churn clawback and commissions structures can impact sales reps performance
• The benefits and challenges of integrating AI features like the appointment assistant into the sales process
• Aligning incentives to prioritize sale quality over sale quantity
• Why it’s vital to both understand the reasons for success in sales and sales loss 

This week, Landbot team members Rachel Ann Kreis (VP of Marketing) and Jiaqi Pan (Co-Founder & CEO) are joined in-person by an extra special guest: Landbot Co-Founder and VP of Customer Success, Cris Villar. Jiaqi and Cris take Rachel through the founding of Landbot, highlighting the early goals and challenges of the company, as well as funny stories and memories from the past eight years.

Join us as we discuss:

• How previous business ventures led Jiaqi and Cris to join forces for a successful partnership
• Landbot’s beginnings as a B2C service company offering personal concierge services
• The origin, development, and implementation of Andrew, Landbot’s AI sales rep
• Strange and offbeat requests the Landbot team has received throughout the company’s history

This week, Landbot leaders Rachel Ann Kreis (VP of Marketing) and Jiaqi Pan (CEO & Co-Founder) talk with Pavan Agarwal (CEO, Sun West Mortgage Company) about AI’s role and use in real estate. Pavan is also the Founder and CEO of Celligence, the team behind AngelAI, whose proprietary technology is aiding in processes like lead prospecting, loan underwriting, and financing support. Pavan explains the process of developing the software by leveraging decades of financial data and communications.

Join us as we discuss:

• How to integrate AI messaging systems with financial service, while addressing user privacy
• The role of NFTs in bringing more transparency to the real estate process
• AI’s potential to level the field and address issues of inequality in the real estate industry
• How technology like Angel AI can lead to collaboration with human agents

When it comes to sales, the saying is true: time equals money. So how do you ensure that you’re not wasting either by pursuing unqualified leads?

This week, co-hosts Rachel Ann Kreis (VP of Marketing at Landbot) and Jiaqi Pan (Co-Founder and CEO at Landbot) tackle this all-important question with Jeff Sauer, Founder of Profit Pillars and Data Driven U, and Professor of data analytics at St. Thomas University. Jeff brings a passion for coaching revenue leaders and marketers by providing guidance and strategies for nurturing and qualifying leads, as well as years of experience in maximizing revenue pipelines. He knows all too well the pain points that revenue leaders and professionals encounter when it comes to tailoring sales approaches for different environments and prospects — and he shares plenty of sharp insights and innovative takeaways during our conversation.

Join us as we discuss:

• How to qualify prospects before your initial pitch meeting
• The role of persistence in nurturing prospects
• Why it’s important to do more than solely rely on referrals
• The methods that effective sales team leaders use to transfer knowledge to team members

Since B2B marketing usually involves outreach to people in high positions at businesses, you can assume that whoever is reading your email or DM is…busy. So how do you use your limited space (and your recipient’s limited time) to make the best first impression?

On this week’s episode, Landbot superstars Rachel Ann Kreis (VP of Marketing) and Jiaqi Pan (CEO & Co-Founder) are joined by Yurii Veremchuk (Head of Business Growth, Woodpecker) to talk about effective outreach strategies that buck conventional wisdom on how to stand out in today’s crowded marketing landscape. Yurii shares some simple yet game-changing tips that apply to all manner of digital communication and outreach—whether you’re using email, LinkedIn, or WhatsApp to conduct your business. They also tackle AI’s use cases (and limitations) in sales messaging and prospecting.

Join us as we discuss:

• Why it’s more effective to think about “interest span” instead of “attention span” during the outreach process
• AI’s role in sales through areas like customer calls and lead qualification
• How to make sure your prospect always knows there’s something in it for them
• The value of knowing when (and when not) to use certain outreach platforms

This season of Ungated Conversations kicks off with one of the most important questions revenue leaders can ask themselves: How do we harness our potential for meaningful connection to reach customers, address their needs, and meet sales goals?

This week, our hosts Rachel Ann Kreis (VP of Marketing at Landbot) and Jiaqi Pan (CEO and Co-Founder at Landbot) are joined by Jeff Kirchick, who brings a fresh perspective to the evolving landscape of sales principles in the age of AI. Jeff’s unique blend of experiences in tech sales and creative writing—and rampant polarization during the start of the pandemic—led him to write “Authentic Selling: How to Use the Principles of Sales in Everyday Life,” and Jeff shares how the main takeaways from his book can be applied to AI-driven sales.

Join us as we discuss:

• Why we should strive for authenticity and empathy tailored to customer needs
• How to address sales team overload using tools like AI without taking away the human touch
• What we gain by detaching from outcomes while maintaining an outcome-oriented sales mindset

Join co-hosts Rachel Ann Kreis (VP of Marketing at Landbot) and Jiaqi Pan (Co-Founder and CEO at Landbot) for Ungated Conversations. This podcast features thought-provoking discussions with revenue leaders and innovators about the state of sales and conversational experiences aided by AI. We’ll talk about the opportunities and challenges of using AI in Marketing, Sales, and Customer Service—as well as strategies for integrating AI across your entire revenue pipeline.

Whether you’re a revenue leader or another figure with revenue responsibilities in your company, these fun and insightful conversations will empower you to tackle all manner of goals and challenges while elevating your interactions with leads and customers.

Thanks for tuning into Ungated Conversations—brought to you by Landbot, the AI chatbot generator. Never miss an episode by subscribing wherever you get your podcasts.

Content is one of the most discussed strategies in B2B digital marketing. Despite how hard it is to trace its connection to revenue, the topic stays hot. After all, when done right, it performs marketing miracles and makes the stuff of legends for future generations.

How do you get it right, though?

Most importantly, why do most brands miss the mark?

In the last episode of season one of Ungated Marketing, Fernando interviews Amanda Natividad, VP of Marketing at SparkToro, with a storied and very successful career in content marketing. She generously shares her experiences–successes and fails alike–as well as the secret recipe you need to spread contentment among your audiences.

Join us as we discuss:

• Permissionless co-marketing, FitBit ideas generator & other content stories
• How to generate and validate content ideas effectively
• How to relate content to business value without killing creativity
• Newsletter: Original content piece or just a distribution channel?
• Twitter, Linkedin, TikTok? How to choose your distribution network

Never miss an episode of Ungated Marketing by subscribing on Apple Podcasts, Spotify, Google Podcasts, our website, or anywhere else you like to get your daily shot of podcast knowledge.

A classic becomes a classic for a reason — there’s something about it, whatever it is, that conveys a feeling of timeless quality or worth.

If Meg Ryan and Tom Hanks make for one of the most, if not the most, classic pairings in romantic comedies, then email is easily the classic online marketing channel. No matter what comes its way, it remains untouched, even after it’s been considered a dead channel many times over.

What is it about email marketing that makes marketers keep gravitating toward it?

In this week’s episode of Ungated Marketing, I interview Rui Nunes, Founder at ​​sendXmail, an email marketing and automation agency, and Zopply, a full digital service agency, on his all-encompassing view on email marketing over the years and the dos and don’ts of building a successful email marketing strategy.

Join us as we discuss:

• The main concepts in email marketing
• The future of email marketing
• How to get opt-ins and keep users engaged
• Getting personalization right
• Open rates and other KPIs
• Email marketing content tactics

Never miss an episode of Ungated Marketing by subscribing on Apple Podcasts, Spotify, Google Podcasts, our website, or anywhere else you like to get your daily shot of podcast knowledge.

B2B sales and marketing in all its vagueness, long sales cycles, and shiny vanity matrics can be frustrating. It’s not unusual for B2B companies to get stuck between the old strategies and their need to modernize and, consequently, make an even bigger mess.

Why can’t things be simple like in B2C marketing?

Or can they?

Gaetano DiNardi, currently a VP of Growth at Aura, a B2C digital security solution, thinks they can. As a pro who made a name for himself in B2B marketing before jumping ship and swimming towards the less frustrating horizons of B2C, he knows what he is talking about, too!

In this week’s episode of Ungated Marketing, Fernando Amaral interviews Gaetano about his experiences in both B2B and B2C, the reasons behind the switch, and his beliefs that B2B needs to take a good hard look at itself if it wants to survive in the modern world and take an example from B2C.

Join us as we discuss:

• Critical differences in B2B and B2C marketing and sales
• The withering lifeline of traditional outbound marketing
• Overoptimization and dying power of SEO
• Forums and reviews as the hot new content opportunities
• What B2B learn from B2C marketing

Never miss an episode of Ungated Marketing by subscribing on Apple Podcasts, Spotify, Google Podcasts, our website, or anywhere else you like to get your daily shot of podcast knowledge.

Building a personal brand has become common practice in the marketing world. You don’t have to look very far into LinkedIn to find marketers posting about industry topics, commenting on current affairs, or advertising their content platforms like blogs or podcasts.

Yet no matter how popular the practice, there’s still no one-size-fits-all strategy to follow in order to jump in on the trend and build a successful personal brand.

In this week’s episode, I interview Daniel Murray, Marketing Operations Leader and Solutions Consultant at Clearbit, and host of The Marketing Millennials podcast, about how he’s been building and growing both his personal and his podcast brands on LinkedIn.

Join us as we discuss:

• Growing audiences on different social channels
• Stacking channels for best results
• The end goal of building a personal brand
• How to maintain consistency and repurpose content
• Audience vs. community
• The difficulties (and advantages) of marketing to marketers

Never miss an episode of Ungated Marketing by subscribing on Apple Podcasts, Spotify, Google Podcasts, our website, or anywhere else you like to get your daily shot of podcast knowledge.