Introduction of the Guest:

Jason Kramer is the Founder and CEO of Cultivize, a CRM consulting firm specializing in lead nurturing strategies and technology implementation. With a background in running a successful ad agency, Jason helps businesses identify gaps in their marketing and sales funnels, implement the right CRM systems, and improve lead conversion through structured processes and accountability.

Here’s a Glimpse of What You’ll Learn:
●[03:00] Why most businesses lose leads after marketing generates them.
●[07:00] Why you must define your process before choosing a CRM system.
●[11:30] How to evaluate CRM demos based on your real business needs.
●[14:30] What success looks like when a CRM is implemented correctly.
●[18:10] How AI can enhance CRM systems through data enrichment and follow-up.

In This Episode:

Most businesses don’t have a lead problem—they have a follow-up and systems problem.

In this episode, Adi Klevit interviews Jason Kramer, Founder and CEO of Cultivize, about how CRM systems can either drive growth or silently drain revenue. Jason shares how he identified a common gap across businesses: marketing generates leads, but without a system to track and nurture them, those opportunities are lost.

Adi and Jason dive into the importance of defining processes before selecting technology. Jason emphasizes that many companies fall into the “shiny object” trap—choosing CRM tools based on features instead of aligning them with real business needs. Without a clear understanding of workflows, goals, and responsibilities, even the best CRM will fail.

The conversation also highlights the importance of accountability and continuous optimization. Jason explains that CRM success is not about setup—it is about consistent usage, tracking, and refinement. Businesses that treat CRM as an ongoing system rather than a one-time implementation see the greatest results.

Sponsor for this episode:
This episode is brought to you by Business Success Consulting Group.

At Business Success Consulting Group, we create custom processes and tailor-made management systems so businesses can thrive.

Businesses simply can’t survive without workable systems and well-documented processes. That’s why our team of experienced professionals takes care of it for you.

We provide business owners, entrepreneurs, and key executives with strategic implementation, process improvement and documentation, and long-lasting systems necessary to support business expansion.

So, what are you waiting for? Do yourself a favor, and cut the chaos out of your business.

Visit https://bizsuccesscg.com today or email info@bizsuccesscg.com to schedule a free consultation.

In this episode of The B2B Revenue Executive Experience, Cory Cotten-Potter sits down with Jason Kramer, Founder and CEO of Cultivize, to break down why most CRM strategies fail, and how to fix them.
Jason explains why process-first CRM implementation and optimization is critical, sharing a real example of a company uncovering $4M in hidden pipeline revenue. He also reveals the “CRM pressure test” that quickly exposes gaps in your system and highlights why poor lead nurturing is the silent killer of your sales funnel management.
The conversation dives into AI-driven CRM, automation, and sales workflows, the importance of capturing the “Why Now” behind every deal, and how better lead scoring and CRM data management can transform revenue optimization.
If you’re struggling with adoption, pipeline leakage, or unclear ROI, this episode offers a practical framework to improve sales process optimization and build a CRM that actually drives growth.



Chapters:
[00:00] Intro
[01:33] From Graphic Designer to CRM Strategy Expert
[03:47] Why Most Companies Get CRM Implementation Backward
[07:00] Process First, Technology Second: Unlocking $4M in Hidden Revenue
[10:57] Lead Scoring Done Right: The Pressure Test That Works
[12:40] The CRM Pressure Test: One Question That Reveals Everything
[15:41] The Silent Killer: Multi-Channel Nurturing Over 6-9 Months
[18:57] Capture the "Why Now" Field: Transform Your Marketing ROI
[23:00] When to Implement CRM: Three Key Indicators for Growth
[29:15] Profit Margin Blindness: Why Entrepreneurs Underprice Their Work
[33:54] The Future of CRM Strategy in 2031: AI-Powered Intelligence
[39:12] Hire a Good Accountant: The Advice You Wish You Knew
[40:39] Key Takeaways & Resources from Jason Kramer

#crmstrategy #SalesProcessOptimization #leadnurturing #salesautomation #revenueoptimization #b2bsales #revenueoperations #crmimplementation #leadscoring #marketingautomation #salesenablement

Want more insights on mastering the fundamentals of selling? Explore more episodes of The B2B Revenue Executive Experience where elite sales leaders share the systems, mindsets, and tools that drive consistent performance. 🎧 Browse all episodes:

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EPISODE SUMMARY
Your CRM isn't failing because of the software — it's failing because of the process (or lack of one). In this episode, John Rankins sits down with Jason Kramer, founder of Cultivize, a CRM consulting firm that has helped businesses track nearly $40 million in recovered revenue. Jason breaks down why 70% of CRM implementations completely collapse, how to stop leads from leaking through the cracks, and the exact framework for turning your sales data into a predictable revenue engine. If you've ever bought a CRM and watched your team ignore it, this episode will show you exactly why — and what to do about it.

KEY TAKEAWAYS
🔥 Why 70% of CRM implementations fail — and the one thing companies skip that guarantees disaster
💰 How a roofing company uncovered $4 million in hidden revenue just by fixing their follow-up system
🤖 Why admin is for AI, not salespeople — and how to free your team to sell more
🏆 The "Champion Strategy" that drives CRM adoption from the inside out
📊 How to find the single source of truth in your data before your pipeline bleeds cash

CHAPTERS
0:00 – The #1 Reason Salespeople Quit Your CRM
1:56 – Jason's Origin Story: From Agency to Revenue Recovery
3:39 – Why Your CRM Is Set Up to Fail Before Day One
5:21 – The Accountability Secret No Implementer Tells You
9:43 – The Harvard Stat That Should Scare Every Sales Leader
12:34 – How to Choose the Right CRM (Without Getting Burned)
14:29 – Siloed Systems Are Killing Your Pipeline
16:28 – Real-Time Data = Predictable Revenue: Here's Proof
18:15 – $40 Million Recovered: The ROI of Getting This Right
21:31 – Why CRMs Built by Engineers Don't Work for Salespeople
24:44 – The "Different Over Better" Philosophy That Wins
26:04 – Why Leadership Is the Real Make-or-Break Factor
29:49 – AfterTheLead.com: Extracting Every Dollar from Your Pipeline

Guest Information
Connect with Jason Kramer
Jason Kramer Founder & CEO, Cultivize
Turns leaky funnels into revenue machines
Website: https://cultivize.com/
LinkedIn: https://www.linkedin.com/in/jasonleighkramer/

Host Information
Connect with John Rankins:
Website: https://thesalesmachine.com/
YouTube: @JohnRankinsOfficial
Instagram: https://www.instagram.com/johnrankinsofficial/
LinkedIn: https://www.linkedin.com/in/johnrankinsofficial/

Transform Sales with The Sales Machine:
Your CRM is DEAD—just a glorified address book. While you chase reports, competitors win deals. The Sales Machine drives actual performance with automation, insights, and gamification that work. Book a strategy call: thesalesmachine.com

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Ever wondered why your CRM system isn't delivering the results you expected? In this conversation with Jason Kramer, founder and CEO of Cultivize, Cam and Otis explore the often-overlooked human element of customer relationship management.

"Software does not solve any problem at all," Jason explains, cutting through the tech hype. "It's the people that are understanding how to use the software." This refreshing perspective sets the tone for a conversation that dives deep into the real challenges businesses face when trying to connect marketing efforts with sales results.

From unpacking the difference between "first touch" and "last touch" attribution (a critical distinction when measuring marketing effectiveness) to explaining why most businesses struggle with lead nurturing, Jason offers practical insights drawn from his 20+ years of experience working with brands like Virgin Atlantic Airways and Johnnie Walker.

What makes this episode particularly valuable is Jason's approach to CRM implementation. Rather than forcing businesses to change their processes to fit a system, he emphasizes understanding their current workflow first: "We're not trying to change the way you do things and make you do something different. We're just trying to improve what you're doing." Whether you're struggling with marketing attribution, sales-marketing alignment, or simply want to get more value from your CRM investment, this conversation offers a refreshingly human-centered approach to technology.

More About Jason:
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.

#10xyourteam #CRM #MarketingStrategy #SalesAndMarketing #LeadNurturing #CustomerJourney #BusinessGrowth #MarketingTips #SalesTips #DigitalMarketing #BusinessLeadership #tribeandpurpose

Chapter Times and Titles:

From Designer to CRM Expert [00:00 - 10:00]
Introduction to Jason Kramer and Cultivize
The journey from design to lead nurturing
Why most businesses struggle with CRM implementation

The Attribution Challenge [10:01 - 20:00]
First touch vs. last touch attribution explained
"Does everyone buy a car anyway? Do we know it's from the ad?"
Measuring what actually works in marketing

"Software Doesn't Solve Problems, People Do" [20:01 - 30:00]
The human element of technology implementation
Common CRM misconceptions
Why most systems fail to deliver results

Building Systems That Work [30:01 - 40:00]
Understanding current processes before implementing solutions
The importance of management buy-in
Adapting technology to people, not people to technology

Creating Custom CRM Solutions [40:01 - 50:00]
"We're not trying to change the way you do things"
The process of developing tailored systems
Balancing structure with flexibility

Connecting with Cultivize [50:01 - End]
Jason's approach to client relationships
How to learn more about lead nurturing strategies
Final thoughts and contact information


Connect with Jason Kramer here:
https://www.linkedin.com/in/jasonleighkramer/
https://www.youtube.com/@CRM-advisor-implementor
https://cultivize.com/

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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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