Are you unknowingly leaving money on the table in your business? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Jason Kramer, founder of Cultivize, to uncover how entrepreneurs can stop losing track of leads, strengthen client relationships, and scale their revenue through smarter CRM systems. Together, they dive deep into why most CRMs fail, how to design one that fits your business, and the proven automation tactics that can help you capture more opportunities without spending another dollar on marketing.

Listeners will walk away with actionable strategies to streamline lead management, improve follow-up, and plug the profit leaks hiding in plain sight. Whether you’re running your business out of spreadsheets or frustrated with yet another CRM that doesn’t deliver, this episode will show you how to turn organization into income and why strategic systems are the foundation for lasting growth.

Key Takeaways:

Why most entrepreneurs lose money from disorganized follow-up systems
The three essentials to choosing the right CRM for your business
How automation and lead scoring can boost conversions effortlessly
The power of nurturing leads through education, not pressure
Why scaling starts with plugging the leaks, not chasing new leads
How strategy, in business and taxes, drives sustainable wealth

Learn More About Jason:
Official Website: https://cultivize.com/

Visit www.vitalstrategies.com to download resources
Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies
Follow on Instagram at https://www.instagram.com/vital.strategies
Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast
Follow on Linked In at https://www.linkedin.com/in/patricklonergan/


Transcript available at: https://vitalstrategies.com/episodes/
Submit questions to the podcast: https://vital-strategies-2.ck.page/2ad198412a

Credits:
Sponsored by Vital Wealth at vitalwealth.com
Music by Cephas: https://open.spotify.com/artist/6ullBRZTTK0lT7fUqbgbKD?si=R8WPsF7URVKI4IecssiBEA
Podcast audio, video, research and copywriting produced by Victoria O'Brien

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Running a healthy business means keeping marketing and sales organized, measurable, and effective. That’s tough to do with scattered spreadsheets and one-off emails.

In this episode of the Empowering Healthy Business Podcast, host Calvin Wilder talks with Jason Kramer of Cultivize about practical ways to use a CRM for small business growth. They explain how to build a repeatable sales process, track marketing ROI, and use data to focus on the leads that actually matter.

✅ Why CRMs matter for today’s small businesses
✅ How to create a repeatable sales process before choosing a system
✅ Smart ways to use data: lead scoring, website tracking, nurture campaigns
✅ How to track marketing ROI without guesswork
✅ A phased approach to getting started without overwhelm
✅ Common pitfalls to avoid with CRM adoption

Whether you’re starting with spreadsheets or ready to scale into a full system, this episode breaks it down step by step so you can grow with confidence.

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Learn how to turn your CRM from a boring contact list into a lead-generating powerhouse that actually makes you money. Jason Kramer, Founder of Cultivize, shares an incredible story about how one roofing company made an extra $1 million in just four months by sending simple follow-up emails to old leads, plus he reveals the key metrics most businesses never think to track. You'll learn about the magic 24-hour window for calling prospects and discover how to make your CRM work like a crystal ball that tells you exactly when someone's ready to buy.

About Jason Kramer and Cultivize: Jason Kramer is the founder and CEO of Cultivize, a consulting firm specializing in lead nurturing strategies and “Done for you” custom CRM implementation. With over 20 years of experience in marketing and business development, Jason has worked with renowned brands like Virgin Atlantic Airways and Johnnie Walker. He began his career as a designer, later establishing a boutique agency where he helped launch numerous small businesses. In 2018, Jason founded Cultivize to empower organizations by connecting customer data with marketing campaigns and sales activities, helping them convert leads into loyal customers. His team focuses on improving collaboration between sales and marketing, identifying warm leads, and optimizing the sales process. Jason is passionate about helping businesses grow through strategic solutions that streamline the customer journey. He lives in New York with his wife, two children, and two dogs, enjoying family time and boating on the Hudson River when he’s not driving client success.

Explore additional resources at https://cultivize.com/ and access a complimentary CRM assessment here.

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Are you pouring money into marketing with no idea what’s actually working? In this episode, Erica Bailey sits down with CRM and lead nurturing expert Jason Kramer, founder of Cultivize, to expose the blind spots that cost businesses thousands—and the simple systems that fix them.

Jason shares his journey from teenage side hustler to CRM strategist for 7-figure companies, and how most businesses are sitting on gold they’re not mining. Discover how to close the gap between marketing and sales, why your CRM isn’t doing what you think it is, and how follow-up automation can unlock hidden revenue.

TIMESTAMPS
00:00 Introduction to CRM and Human Behavior
02:46 The Importance of Best Practices in CRM
05:40 Entrepreneurial Journey and Control of Destiny
08:17 Understanding CRM and Its Core Functions
11:01 The Role of Lead Nurturing in Sales
13:56 Marketing Automation and Its Impact
16:49 Best Practices for Midsize Businesses
19:35 Real-Life Examples of CRM Success
22:39 The Future of CRM and Marketing Integration
28:59 Leveraging Existing Relationships for Growth
32:49 The Importance of Accountability in Business
37:27 Understanding Business Growth and Operations
41:10 Identifying Business Needs and Pain Points
45:52 Choosing the Right CRM for Your Business
52:06 The Art of Follow-Up in Lead Nurturing

Takeaways

Understanding human behavior is crucial in CRM.
Natural conversations lead to better insights.
Education is key in marketing and sales.
Marketing often lacks strategic alignment.
Follow-up is essential for closing deals.
CRM should integrate with existing tools.
Segmentation of leads enhances communication.
Nurturing leads requires consistent engagement.
Building relationships is fundamental to sales success.
The right CRM can transform business operations.

Sound Bites
"It's all about education."
"Marketing is broken."
"It's all about karma."

Let’s Stay Connected!
Thank you for tuning in to the Innovative Entrepreneurs Podcast! If this episode inspired you to rethink innovation, share it with someone in your network who needs to hear it.
🔥 Subscribe & Leave a Review – Don’t miss out on future episodes!
💡 Want to be a guest on the show? Apply today and share your story!
🔗 Follow Me Online:
LinkedIn: @ericalbailey
Instagram: @businessbybailey
Facebook: @businessbybailey
We Are IconiQ (former CWG Digital) Website: https://weareiconiq.com/
Podcast Facebook: @innovativeentrepreneurspodcast
Podcast Instagram: @innovativeentrepreneurspodcast

Want to become a guest? Simply email: Tiffany@weareiconiq.com

🔗 Links & Resources:
Jason's Website: https://cultivize.com/learnmore/
FB: https://www.facebook.com/cultivize/
Spotify: https://open.spotify.com/playlist/7nhiaTSIdNrXOxs2GJtUkc?si=C-9GQ-GhRtqu03Q7YEyZJw&nd=1&dlsi=fcb614f4c10b49b4
LINKEDIN: https://www.linkedin.com/in/jasonleighkramer/
YT: https://www.youtube.com/channel/UCwbLwcOh0_fAeID-wtjpeGg?view_as=subscriber

Free CRM Fit Assessment
cultivize.com/crm-fit-assessment

Download CRM Comparison Guide
cultivize.com/crm-comparison-guide

Access CRM Trends & Insights
cultivize.com/get-cultivized

Test Your Email Delivery
cultivize.com/email-marketing-testing

To Your Success,
Erica Bailey

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Have you ever wondered how AI could transform the way you run your business and make everything more streamlined? In this episode of Let's Talk Marketing, I have a chat with Jason Kramer, the founder of Cultivate, to take a closer look at AI and its power to change the game in marketing and business. I’ll explain how AI tools can assist with tasks like managing CRM data and building your LinkedIn presence. If staying ahead in business and protecting your data matters to you, this episode is for you!
Here’s what I cover in this episode:
- Why AI is so helpful in managing and securing CRM data.
- How AI tools, including ChatGPT and EvyAI, can make marketing easier and improve your personal brand.
- How to handle common challenges when using AI in your business.
- Practical examples of how businesses use AI for sales and data tasks.
- Advice on keeping up with new trends in business by using AI.

Webpage: https://bit.ly/456qGHD
Apple: https://apple.co/45gYAJX
Spotify: https://spoti.fi/45bnLNW

#AIMarketing #BusinessEfficiency #MarketingAutomation #ltmpod #letstalkmarketing

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In this episode of The Claw, Eric Holtzclaw sits down with Jason Kramer, Founder and CEO of Cultivize, to explore how a better CRM strategy can transform sales and marketing alignment. They discuss common tech gaps, the ROI of follow-up automation, and why most companies are leaving money on the table. Jason shares his journey from graphic designer to CRM expert, offers actionable insights for complex sales cycles, and reveals a tool that helps visualize CRM impact in real dollars. If your leads are vanishing into the "Upside Down," this one’s for you.

To connect with Jason, click here: https://www.linkedin.com/in/jasonleighkramer/

To connect with Eric, click here: https://www.linkedin.com/in/eholtzclaw/

To subscribe to our YouTube channel, click here: https://www.youtube.com/channel/UCbiiVRIqMa2mDOLD34GfyFg

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Struggling to get real ROI from your CRM? You’re not alone. Most businesses miss out on revenue because of messy data, disconnected sales and marketing teams, and poor lead nurturing.

In this episode of The Marketing Share, Jason Kramer, CEO of Cultivize and the "Yoda of CRM," shares how to turn your CRM into a growth engine—without drowning in complexity.

You’ll learn:
✅ How to bridge the gap between marketing & sales (no more blame games!)
✅ The #1 reason CRMs fail—and how to fix it
✅ Lead nurturing strategies that closed $800K+ from ‘dead’ leads
✅ Why clean data = more revenue (and how to fix messy lists)
✅ CRM tools vs. processes: Why software alone won’t save you

Timestamps:
00:00 - Snippet: [Highlight a key insight]
00:46 - Welcome & Episode Intro
03:18 - Meet Jason Kramer & the story behind Cultivize
06:45 - Why most CRMs fail (and how to make yours work)
12:10 - Case study: Closing $800K+ with CRM nurturing
18:40 - Marketing vs. sales alignment: Stop the blame game!
27:55 - Data hygiene: Clean your CRM or lose $$$
38:20 - Best free CRM tools for startups & small businesses
47:30 - How podcasting fuels lead generation

🎯 Like this episode? Hit 👍, subscribe for more, and drop a comment with your biggest CRM challenge!

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We’re joined by Jason Kramer, founder and CEO of Cultivize, a consulting firm specializing in lead nurturing strategies and “Done for you” custom CRM implementation, with over 20 years of experience in marketing and business development.

He has worked with renowned brands like Virgin Atlantic Airways and Johnnie Walker, and launched numerous small businesses through his boutique agency before founding Cultivize in 2018.

Tune in to learn about how powerful a CRM and lead nurturing can be for businesses, and what's in store for the future. 🎧

Connect with Jason:
Website: cultivize.com
Books: afterthelead.com
Tools: profitpathtool.com (Use Code: growthvertical to get 50% off)

📳 Get better and join other startup founders and aspiring growth marketers by Subscribing to the Growth Vertical channel: (https://www.youtube.com/channel/UCua7hnR2Sg97sgiUZROKqJg?=sub_confirmation=1)

🎒 RESOURCES:
🌍 Need marketing help? https://growthvertical.com/contact
🎙 Prefer audio-only? https://podcasts.apple.com/us/podcast/growth-vertical/id1513730780

LET'S CONNECT:
🐦 Twitter - https://twitter.com/Neil_992
📸 My Instagram - https://www.instagram.com/neilp_992/
👔 LinkedIn - https://www.linkedin.com/in/neilpatel992/

WHO AM I:
I’m Neil Patel, a growth marketer based in the UK. On this channel, I break down growth marketing and personal growth so we can better growth hack businesses and ourselves.

#b2bmarketing #growthmarketing #CRM #leadnurture #marketingautomation

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Agency Bytes is a podcast for creative, marketing, and advertising agency owners that packs a ton of important agency information on one topic, from one expert into a 25-minute brief. Why 25 minutes? Because who has the attention span for much more these days, and you can squeeze in a listen between meetings with time for a bathroom break or coffee refill before your next meeting.
Agency Bytes is brought to you by Steve Guberman from Agency Outsight. Steve is a 20-year agency veteran who works as a business coach for agencies nationwide. He coaches owners of branding, marketing, design, and PR agencies to conquer their goals and overcome their challenges.
Learn more about Agency Outsight at www.agencyoutsight.com

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Ep 096 – Jason Kramer, Cultivize – Lead Nurturing and CRM tips for Agency Owners
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In episode 096 of Agency Bytes, I had the pleasure of speaking with Jason Kramer, founder and CEO of Cultivize, about how to improve the sales process through better lead nurturing and CRM strategies. We covered topics like identifying and converting leads, picking the right CRM tools, and the mindset shifts that make CRM usage more effective. Jason shared some great insights on evaluating past marketing efforts, making sense of key metrics, and positioning agencies for success. He also introduced some exciting tools and resources from Cultivize, including a Google Sheets-based CRM system called Profit Path, which helps businesses track leads and marketing expenses more effectively.

Key Bytes
• Cultivize focuses on helping businesses identify, nurture, and convert leads.
• Proper CRM implementation requires ongoing adjustments and strategy.
• Many companies jump into technology without understanding their needs.
• Evaluating past marketing efforts is crucial for future success.
• Metrics should inform decisions, not just provide data.
• Agencies often struggle with self-marketing due to proximity to their own business.
• Positioning and niche marketing are essential for agency success.
• New tools like Profit Path can simplify lead tracking and marketing costs.
• Behavioral changes are necessary for effective CRM usage.
• Asking for help can accelerate business growth.

Chapters
00:00 Introduction to Cultivize and Sales Optimization
05:55 Choosing the Right CRM Tools
11:58 Evaluating Past Marketing Efforts
17:54 Marketing for Agencies: The Importance of Positioning
24:04 Rapid Fire Questions and Final Thoughts

Jason Kramer is the founder and CEO of Cultivize, a consulting firm dedicated to improving lead nurturing and CRM implementation. With more than two decades of experience, Jason has collaborated with both global and local brands to help align marketing and sales efforts. His expertise lies in optimizing sales processes, evaluating underperforming marketing campaigns, and fostering better integration between marketing and sales teams.

Contact Jason:
https://cultivize.com/learnmore/
Afterthelead.com - Code “AgencyBytes” to save $50
https://cultivize.com/profit-path-sales-tool/

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