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The Motii Playbook
The Motii Playbook is a weekly business podcast focused on the real systems behind growth.
Hosted by the Motii team, the show explores how modern businesses can create momentum through smarter sales processes, connected systems and practical technology decisions.
Each episode highlights one key shift, one system improvement and one measurable result — helping business owners, sales leaders and operations teams scale with clarity and confidence.
Featuring expert conversations with Motii consultants and leading technology partners, this podcast is built for teams who want practical progress, not empty growth advice
Episodes
17 episodes
Beyond Referrals: How to Start Growing on Purpose
In This EpisodeFor many growing businesses, referrals are the first growth engine. They are also a sign that customers trust the work. But referrals alone can be hard to predict, scale, or build a hiring plan around. In this episode ...
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Zendesk Sell Series Part 2: Zendesk Sell to Pipedrive: Is Pipedrive Really the Right CRM for You?
In This EpisodeZendesk Sell users know the decision point is coming. With Zendesk Sell being retired, many teams are now asking the obvious next question: is Pipedrive really the right CRM to move to?In this episode of ...
Motii Mini: From first call to go-live; what a CRM implementation actually looks like
In This EpisodeIf you've ever wondered what actually happens after you decide to implement a CRM, this episode takes you behind the scenes.Katie Tassone-Milligan and Ben Fuller unpack the practical steps in a CRM implementatio...
Zendesk Sell Series Part 1: Zendesk Sell is retiring — here's everything you need to know
Zendesk Sell Is Retiring: What Every Business Needs to Know Before 2027In This EpisodeZendesk has announced that Zendesk Sell will be retired, with the platform scheduled to cease operation on 31 August 2027. While that date...
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You’re Logging the Call. But Are You Capturing the Conversation? with Sabrina da Rocha of CloudTalk
In This EpisodeMost sales leaders can see that calls are happening. They can count activity, watch deals move and check the pipeline. What is harder to see is what actually happened inside each conversation and what context disapp...
When the Phone Stops Ringing What Trade Businesses Can Do Right Now to Protect Their Pipeline | Part 2
If your trade business has the job side under control but the sales side still feels scattered, this episode is worth a listen. Fred Schnell is joined by Noam Horenczyk from Simpro and Kate Hay from Motii to unpack what happens before the job i...
When the Phone Stops Ringing What Trade Businesses Can Do Right Now to Protect Their Pipeline | Part 1
In this episode of The Motii Playbook, Fred Schnell speaks with Noam Horenczyk, Principal of Technology Partnerships at Simpro, and Kate Hay, Senior Implementation Specialist at Motii, about what has changed across the trades market and why con...
95% of Support Queries Resolved by AI Customer Service in the Era of AI
95% of Support Queries Resolved by AI Customer Service in the Era of AIIn this episode, Fred Schnell hosts Declan Ivory, VP of Customer Support at Fin, to explore how AI is transforming customer service. Discover how achieving an...
Motii Mini: What Nobody Tells You Before You Implement a CRM
Motii Mini: What Nobody Tells You Before You Implement a CRMIn this episode, Katie Tassone-Milligan sits down with Motii co-founder and CRM expert Ben Fuller to unpack the uncomfortable truths behind CRM implementations — the ...
Why Your Business Is Worth Less Than You Think
What it Really Takes to Build a Valuable Business: Insights from Graham MorganIn this episode, Fred Schnell interviews Graham Morgan, Managing Director of Morgan Shaw Advisory, to explore what makes a business truly valuable and how owne...
Why Teams Don’t Use the Systems You Pay For
Why CRM Implementations Fail and How to Make Them StickImplementing a new CRM isn't just a technical change—it's a significant organizational shift that hinges heavily on change management, team buy-in, and ongoing engagem...
Closing the Loop: Connecting Sales and Operations for Construction & Trade Businesses
In this episode, Kyle Rogers and expert guest Kate dive into the common pitfalls and solutions for trades, construction, and service businesses facing growth bottlenecks. If you're wondering how to connect your systems, streamline workflows, an...
Motii Mini: Is a CRM actually right for you?
What is a CRM and Do You Actually Need One?In this episode, we clarify what a Customer Relationship Management (CRM) system truly does, why it's essential even for small businesses, and how it can transform your sales proc...
AI Workflow Automation: Why MCPs Will Change How Businesses Work
In this episode, Ben and Tom explore how AI, particularly through MCP (Multi-Channel Protocol), is revolutionizing workflow automation across various business functions. They discuss real-world applications, from sales follow-ups to operational...
Closing Smarter: Proposals, Automation & PandaDoc
Closing Smarter: Proposals, Automation & PandaDocIn this episode, Kile and Tom explore how integrating automation tools like PandaDoc can revolutionise your sales process. They reveal common pitfalls, practical solutions, and ...
From Spreadsheets to Systems: Lessons from a Thousand Implementations
From Spreadsheets to Systems: Lessons from a Thousand ImplementationsIn this episode, Ben and Ben share over a decade of experience transforming countless spreadsheets into efficient systems. They highlight the critical im...
The Motii Playbook: Unlocking Business Growth Through Smarter Tech
The Motii Playbook: Unlocking Business Growth Through Smarter TechThis episode dives into the core of modern business growth strategies, emphasizing the importance of a connected technology system and a focus on continuous...