![[SaaS & AI Series] Relationships are the Real CRM With Jon Ferrara @podcaststrategy](https://i.ytimg.com/vi/U1NV0SJ5WXo/maxresdefault.jpg)
Uploaded June 2026 | Updated September 2026, 2 weeks ago
Book a Complimentary B2B Podcast Strategy Call:
rise25.com/bookcall
Download our B2B Podcast Strategy & Tools List PDF:
rise25.com/podcastcheatsheetyt
Jon Ferrara is the Founder and CEO of Nimble, a CRM company that helps businesses build and manage relationships through modern contact and relationship management tools. A pioneer in the CRM industry, he previously co-founded GoldMine Software, one of the earliest CRM platforms for small and mid-sized businesses. He has helped grow Nimble into a widely used platform with integrations across tools like Microsoft 365 and Google Workspace, as well as a strong presence in the Microsoft partner ecosystem. Jon is also known for his focus on authentic relationship-building, blending AI with human connection, and his journey toward purpose-driven leadership.
Here’s a glimpse of what you’ll learn:
• [0:00] Intro
• [3:02] Jon Ferrara explains why most CRMs fail at true relationship building
• [7:47] How Nimble automates contact enrichment from email and LinkedIn
• [10:24] Why blending AI with a human touch drives real connection
• [14:34] The small but powerful actions that make outreach feel personal
• [19:00] Lessons Jon learned after a life-changing health scare
• [20:57] Why lasting business success is built by teams, not individuals
• [32:16] The mentors and books that shaped Jon’s entrepreneurial journey
In this episode…
Managing business relationships today is a balance between efficiency and authenticity. While automation tools improve workflows, they can also make interactions feel impersonal. How can professionals use technology to grow relationships without losing the human connection?
Sponsor for this episode
At https://rise25.com, we help B2B businesses give to and connect to your Dream 200 relationships and partnerships.
We help you cultivate amazing relationships in 2 ways:
#1 Podcasting
#2 Strategic Gifting
#1 Our Predictable Podcast ROI Program
We’re committed to helping you connect with your Dream 200 referral partners, clients, and strategic partners through our done-for-you podcast solution.
We’re a professional podcast production agency that makes creating a podcast effortless. Since 2009, our proven system has helped thousands of B2B businesses build strong relationships with referral partners, clients, and audiences without doing the hard work.
What do you need to start a podcast?
When you use our proven system, all you need is an idea and a voice. We handle the strategy, production, and distribution — you just need to show up and talk.
The Rise25 podcasting solution is designed to help you build a profitable podcast. This requires a specific strategy, and we’ve got that down pat. We focus on making sure you have a direct path to ROI — plus, our podcast production company takes any heavy lifting of production and distribution off your plate.
We make distribution easy.
We’ll distribute each episode across more than 11 unique channels, including iTunes, Spotify, and Amazon Podcasts. We’ll also create copy for each episode and promote your show across social media.
Cofounders Dr. Jeremy Weisz and John Corcoran credit podcasting as being the best thing they have ever done for their businesses. Podcasting connected them with the founders/CEOs of P90x, Atari, Einstein Bagels, Mattel, Rx Bars, YPO, EO, Lending Tree, Freshdesk, and many more.
The relationships you form through podcasting run deep. Jeremy and John became business partners through podcasting. They have even gone on family vacations and attended weddings of guests who have been on the podcast.
#2 Our Comprehensive Corporate Gifting Program
Elevate business relationships with customers, partners, staff, and prospects through gifting.
At Rise25, thoughtful and consistent gifting is a key component of staying top of mind and helps build lasting business relationships. Our done-for-you corporate gifting service ensures that your referral partners, prospects, and clients receive personalized touchpoints that enhance your business gifting efforts and provide a refined executive gifting experience.
Whether you’re looking to impress key stakeholders or boost client loyalty, our comprehensive approach makes it easy and affordable to create lasting impressions. Get started today and experience the difference a strategic gifting approach can make.
You can learn more and watch a video on how it works here: rise25.com/giftprogram
Contact us now at support@rise25.com or message us here: rise25.com/contact
Powered by Rise25 Podcast Production Company - rise25.com
Book a Complimentary B2B Podcast Strategy Call:
rise25.com/bookcall
Download our B2B Podcast Strategy & Tools List PDF:
rise25.com/podcastcheatsheetyt
Jon Ferrara is the Founder and CEO of Nimble, a CRM company that helps businesses build and manage relationships through modern contact and relationship management tools. A pioneer in the CRM industry, he previously co-founded GoldMine Software, one of the earliest CRM platforms for small and mid-sized businesses. He has helped grow Nimble into a widely used platform with integrations across tools like Microsoft 365 and Google Workspace, as well as a strong presence in the Microsoft partner ecosystem. Jon is also known for his focus on authentic relationship-building, blending AI with human connection, and his journey toward purpose-driven leadership.
Here’s a glimpse of what you’ll learn:
• [0:00] Intro
• [3:02] Jon Ferrara explains why most CRMs fail at true relationship building
• [7:47] How Nimble automates contact enrichment from email and LinkedIn
• [10:24] Why blending AI with a human touch drives real connection
• [14:34] The small but powerful actions that make outreach feel personal
• [19:00] Lessons Jon learned after a life-changing health scare
• [20:57] Why lasting business success is built by teams, not individuals
• [32:16] The mentors and books that shaped Jon’s entrepreneurial journey
In this episode…
Managing business relationships today is a balance between efficiency and authenticity. While automation tools improve workflows, they can also make interactions feel impersonal. How can professionals use technology to grow relationships without losing the human connection?
Sponsor for this episode
At https://rise25.com, we help B2B businesses give to and connect to your Dream 200 relationships and partnerships.
We help you cultivate amazing relationships in 2 ways:
#1 Podcasting
#2 Strategic Gifting
#1 Our Predictable Podcast ROI Program
We’re committed to helping you connect with your Dream 200 referral partners, clients, and strategic partners through our done-for-you podcast solution.
We’re a professional podcast production agency that makes creating a podcast effortless. Since 2009, our proven system has helped thousands of B2B businesses build strong relationships with referral partners, clients, and audiences without doing the hard work.
What do you need to start a podcast?
When you use our proven system, all you need is an idea and a voice. We handle the strategy, production, and distribution — you just need to show up and talk.
The Rise25 podcasting solution is designed to help you build a profitable podcast. This requires a specific strategy, and we’ve got that down pat. We focus on making sure you have a direct path to ROI — plus, our podcast production company takes any heavy lifting of production and distribution off your plate.
We make distribution easy.
We’ll distribute each episode across more than 11 unique channels, including iTunes, Spotify, and Amazon Podcasts. We’ll also create copy for each episode and promote your show across social media.
Cofounders Dr. Jeremy Weisz and John Corcoran credit podcasting as being the best thing they have ever done for their businesses. Podcasting connected them with the founders/CEOs of P90x, Atari, Einstein Bagels, Mattel, Rx Bars, YPO, EO, Lending Tree, Freshdesk, and many more.
The relationships you form through podcasting run deep. Jeremy and John became business partners through podcasting. They have even gone on family vacations and attended weddings of guests who have been on the podcast.
#2 Our Comprehensive Corporate Gifting Program
Elevate business relationships with customers, partners, staff, and prospects through gifting.
At Rise25, thoughtful and consistent gifting is a key component of staying top of mind and helps build lasting business relationships. Our done-for-you corporate gifting service ensures that your referral partners, prospects, and clients receive personalized touchpoints that enhance your business gifting efforts and provide a refined executive gifting experience.
Whether you’re looking to impress key stakeholders or boost client loyalty, our comprehensive approach makes it easy and affordable to create lasting impressions. Get started today and experience the difference a strategic gifting approach can make.
You can learn more and watch a video on how it works here: rise25.com/giftprogram
Contact us now at support@rise25.com or message us here: rise25.com/contact
Powered by Rise25 Podcast Production Company - rise25.com
![[SaaS & AI Series] Relationships are the Real CRM With Jon Ferrara](https://i.ytimg.com/vi/U1NV0SJ5WXo/mqdefault.jpg "[SaaS & AI Series] Relationships are the Real CRM With Jon Ferrara
Book a Complimentary B2B Podcast Strategy Call:
https://rise25.com/bookcall
Download our B2B Podcast Strategy & Tools List PDF:
https://rise25.com/podcastcheatsheetyt
Jon Ferrara is the Founder and CEO of Nimble, a CRM company that helps businesses build and manage relationships through modern contact and relationship management tools. A pioneer in the CRM industry, he previously co-founded GoldMine Software, one of the earliest CRM platforms for small and mid-sized businesses. He has helped grow Nimble into a widely used platform with integrations across tools like Microsoft 365 and Google Workspace, as well as a strong presence in the Microsoft partner ecosystem. Jon is also known for his focus on authentic relationship-building, blending AI with human connection, and his journey toward purpose-driven leadership.
Here’s a glimpse of what you’ll learn:
• [0:00] Intro
• [3:02] Jon Ferrara explains why most CRMs fail at true relationship building
• [7:47] How Nimble automates contact enrichment from email and LinkedIn
• [10:24] Why blending AI with a human touch drives real connection
• [14:34] The small but powerful actions that make outreach feel personal
• [19:00] Lessons Jon learned after a life-changing health scare
• [20:57] Why lasting business success is built by teams, not individuals
• [32:16] The mentors and books that shaped Jon’s entrepreneurial journey
In this episode…
Managing business relationships today is a balance between efficiency and authenticity. While automation tools improve workflows, they can also make interactions feel impersonal. How can professionals use technology to grow relationships without losing the human connection?
Sponsor for this episode
At https://rise25.com, we help B2B businesses give to and connect to your Dream 200 relationships and partnerships.
We help you cultivate amazing relationships in 2 ways:
#1 Podcasting
#2 Strategic Gifting
#1 Our Predictable Podcast ROI Program
We’re committed to helping you connect with your Dream 200 referral partners, clients, and strategic partners through our done-for-you podcast solution.
We’re a professional podcast production agency that makes creating a podcast effortless. Since 2009, our proven system has helped thousands of B2B businesses build strong relationships with referral partners, clients, and audiences without doing the hard work.
What do you need to start a podcast?
When you use our proven system, all you need is an idea and a voice. We handle the strategy, production, and distribution — you just need to show up and talk.
The Rise25 podcasting solution is designed to help you build a profitable podcast. This requires a specific strategy, and we’ve got that down pat. We focus on making sure you have a direct path to ROI — plus, our podcast production company takes any heavy lifting of production and distribution off your plate.
We make distribution easy.
We’ll distribute each episode across more than 11 unique channels, including iTunes, Spotify, and Amazon Podcasts. We’ll also create copy for each episode and promote your show across social media.
Cofounders Dr. Jeremy Weisz and John Corcoran credit podcasting as being the best thing they have ever done for their businesses. Podcasting connected them with the founders/CEOs of P90x, Atari, Einstein Bagels, Mattel, Rx Bars, YPO, EO, Lending Tree, Freshdesk, and many more.
The relationships you form through podcasting run deep. Jeremy and John became business partners through podcasting. They have even gone on family vacations and attended weddings of guests who have been on the podcast.
#2 Our Comprehensive Corporate Gifting Program
Elevate business relationships with customers, partners, staff, and prospects through gifting.
At Rise25, thoughtful and consistent gifting is a key component of staying top of mind and helps build lasting business relationships. Our done-for-you corporate gifting service ensures that your referral partners, prospects, and clients receive personalized touchpoints that enhance your business gifting efforts and provide a refined executive gifting experience.
Whether you’re looking to impress key stakeholders or boost client loyalty, our comprehensive approach makes it easy and affordable to create lasting impressions. Get started today and experience the difference a strategic gifting approach can make.
You can learn more and watch a video on how it works here: https://rise25.com/giftprogram
Contact us now at support@rise25.com or message us here: https://rise25.com/contact
Powered by Rise25 Podcast Production Company - https://rise25.com")
![[Top Resource Series] What Leaders Rely on to Grow and Scale](https://i.ytimg.com/vi/V6dqqRsZSwk/mqdefault.jpg "[Top Resource Series] What Leaders Rely on to Grow and Scale
Book a Complimentary B2B Podcast Strategy Call:
https://rise25.com/bookcall
Download our B2B Podcast Strategy & Tools List PDF:
https://rise25.com/podcastcheatsheetyt
Philip Hill is the CEO and President of Purebred Marketing. The Atlanta-based marketing agency creates digital marketing strategies and provides services such as SEO, web design and development, and email marketing. Philip is an avid dog lover and launched his first business in the pet space while attending the University of Alabama.
Sherrie Sokolowski is the Owner of SLS Event Planning and Consulting, a company dedicated to creating seamless, personalized events through thoughtful planning, creative vision, and detail-oriented execution. She has managed high-profile events, including Funnel Hacking Live, and has worked with industry leaders like Russell Brunson and Bill Glazer, producing sold-out experiences for audiences of up to 7,000 attendees.
Richard Jacobs is the Founder of Speakeasy Marketing, a company focused on building meaningful connections through podcasting and curiosity-driven conversations. He has conducted over 4,000 interviews with experts, executives, and innovators.
Here’s a glimpse of what you’ll learn:
• [0:00] Intro
• [2:22] How Purebred Marketing drives DTC growth through affiliate programs
• [4:41] Why “Who Not How” can transform your business approach
• [9:58] Shift to AI tools like Perplexity and Claude for business operations
• [17:52] Using AI tools to supercharge e-commerce affiliate outreach
• [27:47] Why most people overlook Perplexity Computer’s full potential
• [36:30] Importance of engaging speakers who deliver actionable insights
• [40:30] Events for entrepreneurial attorneys and long-term client partnerships
• [46:44] Building Speakeasy Marketing and helping small law firms grow
• [57:15] Applying the 80/20 principle to marketing and podcast distribution
• [59:06] Systemizing your business with checklists and SOPs for efficiency
• [1:02:01] Why checklists are critical — from business systems to surgery safety
Sponsor for this episode
At https://rise25.com, we help B2B businesses give to and connect to your Dream 200 relationships and partnerships.
We help you cultivate amazing relationships in 2 ways:
#1 Podcasting
#2 Strategic Gifting
#1 Our Predictable Podcast ROI Program
We’re committed to helping you connect with your Dream 200 referral partners, clients, and strategic partners through our done-for-you podcast solution.
We’re a professional podcast production agency that makes creating a podcast effortless. Since 2009, our proven system has helped thousands of B2B businesses build strong relationships with referral partners, clients, and audiences without doing the hard work.
What do you need to start a podcast?
When you use our proven system, all you need is an idea and a voice. We handle the strategy, production, and distribution — you just need to show up and talk.
The Rise25 podcasting solution is designed to help you build a profitable podcast. This requires a specific strategy, and we’ve got that down pat. We focus on making sure you have a direct path to ROI — plus, our podcast production company takes any heavy lifting of production and distribution off your plate.
We make distribution easy.
We’ll distribute each episode across more than 11 unique channels, including iTunes, Spotify, and Amazon Podcasts. We’ll also create copy for each episode and promote your show across social media.
Cofounders Dr. Jeremy Weisz and John Corcoran credit podcasting as being the best thing they have ever done for their businesses. Podcasting connected them with the founders/CEOs of P90x, Atari, Einstein Bagels, Mattel, Rx Bars, YPO, EO, Lending Tree, Freshdesk, and many more.
The relationships you form through podcasting run deep. Jeremy and John became business partners through podcasting. They have even gone on family vacations and attended weddings of guests who have been on the podcast.
#2 Our Comprehensive Corporate Gifting Program
Elevate business relationships with customers, partners, staff, and prospects through gifting.
At Rise25, thoughtful and consistent gifting is a key component of staying top of mind and helps build lasting business relationships. Our done-for-you corporate gifting service ensures that your referral partners, prospects, and clients receive personalized touchpoints that enhance your business gifting efforts and provide a refined executive gifting experience.
Whether you’re looking to impress key stakeholders or boost client loyalty, our comprehensive approach makes it easy and affordable to create lasting impressions. Get started today and experience the difference a strategic gifting approach can make.
You can learn more and watch a video on how it works here: https://rise25.com/giftprogram
Contact us now at support@rise25.com or message us here: https://rise25.com/contact
Powered by Rise25 Podcast Production Company - https://rise25.com")
![[Top Software & Resource Series] What Leaders Rely on to Grow and Scale](https://i.ytimg.com/vi/VRb1N3hgW1c/mqdefault.jpg "[Top Software & Resource Series] What Leaders Rely on to Grow and Scale
Philip Hill is the CEO and President of Purebred Marketing. The Atlanta-based marketing agency creates digital marketing strategies and provides services such as SEO, web design and development, and email marketing. Philip is an avid dog lover and launched his first business in the pet space while attending the University of Alabama.
Sherrie Sokolowski is the Owner of SLS Event Planning and Consulting, a company dedicated to creating seamless, personalized events through thoughtful planning, creative vision, and detail-oriented execution. She has managed high-profile events, including Funnel Hacking Live, and has worked with industry leaders like Russell Brunson and Bill Glazer, producing sold-out experiences for audiences of up to 7,000 attendees.
Richard Jacobs is the Founder of Speakeasy Marketing, a company focused on building meaningful connections through podcasting and curiosity-driven conversations. He has conducted over 4,000 interviews with experts, executives, and innovators, creating opportunities for collaborations, lasting relationships, and ventures such as organizing a Bitcoin conference.
In this episode… Looking for the right tools, strategies, and resources to grow your business without wasting time on what doesn’t work? From AI automation to relationship-building, today’s top performers are blending technology with human connection in powerful ways. But how do you actually apply these insights to create real results in your own business?
Philip Hill, Sherrie Sokolowski, and Richard Jacobs share how they transform events, communication, and operations through systems, storytelling, and AI. Philip explains how tools like Perplexity streamline affiliate outreach, reporting, and workflows while emphasizing core business principles and relationships. Sherrie shows how strategic event planning turns experiences like Funnel Hacking Live into growth engines. Richard highlights how podcasting, consistent communication, and systems reduce friction, strengthen relationships, and scale law firm operations.
In this episode of the Inspired Insider Podcast, host Dr. Jeremy Weisz sits down with Philip Hill, Sherrie Sokolowski, and Richard Jacobs, to discuss leveraging AI, systems, and relationship-driven growth. They cover affiliate marketing automation, event strategy, and client communication systems. They also share practical tools, books, and insights on balancing automation with human connection.")
![[AI & SaaS Series] The Subscription Model Customers Actually Want With Morgan Mizrahi](https://i.ytimg.com/vi/W88JSvUYTOE/mqdefault.jpg "[AI & SaaS Series] The Subscription Model Customers Actually Want With Morgan Mizrahi
Morgan Mizrahi is the Co-founder and COO of Rebillia, a subscription management platform that helps e-commerce, SaaS, and recurring revenue businesses automate billing, reduce churn, and grow revenue. An experienced e-commerce and retail leader, she brings hands-on insight into the challenges merchants face when scaling subscriptions. Morgan helped build Rebillia to provide flexible billing infrastructure, lifecycle management, and customer-centered workflows. She is also a podcast guest and industry voice on subscription commerce and long-term customer growth.
In this episode… Traditional subscription models often lock customers into rigid plans. As expectations shift in the AI era, merchants need billing systems that adapt to customer behavior, changing preferences, and new revenue opportunities. What does a modern subscription model look like when it is built around choice instead of churn? For Morgan Mizrahi, a subscription commerce and e-commerce technology leader, the answer is flexibility. She explains how Rebillia challenges the old subscription playbook by helping merchants offer adjustable plans that customers can update throughout the subscription lifecycle. Instead of forcing buyers into one-size-fits-all recurring plans, this approach gives customers more control while helping businesses improve retention and increase lifetime value. Morgan also shares how flexible subscription infrastructure can support e-commerce, SaaS, AI-powered applications, and partnership-driven revenue models.
In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Morgan Mizrahi, Co-founder and COO of Rebillia, to discuss the anti-subscription model for modern commerce. Morgan explains flexible billing, reducing churn through customer choice, and how AI agents and vibe coders are reshaping monetization. She also shares how partnerships create new revenue opportunities.")
