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All right, we're live. Kuba, how are you sir?
Doing great today. We just got finished recording

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another, an episode of a different podcast and
now into another podcast, the A for Batching,

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right? Here we go, Agency Breakthrough. So welcome
aboard. You're listening in a little conversation

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Kuba and I are having. This is very much not
rehearsed as you can probably tell already.

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Kuba, let's give the backstory maybe like what
is Agency Breakthrough? So Agency Breakthrough

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is a new podcast we're starting in cooperation
with ClickUp. And me and Gray here will be

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hosting. Hi, I'm Jakub, I'm Kuba Krajcer, head
of marketing at ZenPilot. And this is Gray,

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co-founder at ZenPilot. Gray, say hi. That's
me. Okay, so what we're trying to do here is

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to start a new podcast for agencies, because
that's never been done before. And... try and

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tell the stories of the breakthroughs that agencies
have had and to help our listeners learn from

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that and to kind of, okay, I've got like a whole
thing written out about this, can I just read

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the official show intro? Can you do it and I'll
give you your sarcastic undertones, okay? Okay,

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so, welcome to Agency Breakthrough where we
bring you real gritty stories of agency operators

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who found the path to get past the plateau.
Green use or plateau? Oh yeah, thank you. And

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the alliteration, have you noticed? Yeah. Ask,
get past the plateau. Love it. Yeah, I love

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it. I love it because I wrote it. Whether it's
hitting on a playbook for massive growth, scaling

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profit margins or finding a way to have an agency
and a life, we're here to share how they achieved

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it and laugh a little along the way. I love
how we kind of signal that this is going to

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be funny. Please laugh. Please, please. We beg
you. We'll make it put the loud track in. Yeah.

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Presented by Zenpilot and ClickUp and your hosts
today are Jakub Graizard and Gray McKenzie

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and just because I mean I put myself first and
you second, Gray. Excellent. Well, well written.

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I'm super excited for this. I mean, this all
kind of stems from a conversation that Gaurav

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Agarwal who leads growth at ClickUp and I had
we were together in San Diego. at the beginning

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of February and just talking about, hey, here's
what we're doing in terms of marketing, here's

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where you guys are going and how do we, you
know, one of, so ClickUp's got, do you know

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about the Core 4 at ClickUp? The Core 4? No,
you should enlighten me about that. So they've

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got these Core 4 market segments, who they,
who kind of their biggest segments of customers

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are and where their focus goes. And so, the
agencies are one of the largest ones. If you

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just looked at logos, number of unique companies.
Probably the largest. I actually don't know

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if that's true today. Let's say that it's true.
We'll just make it up. It's only presented

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by ClickUp as well. So their endorsement is
on this. I don't know if that's true. I would

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assume by head count that's not accurate or
that it would not be the largest just because

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most agencies are, you know, in SMB space. So
it's not the big enterprise clients where they've

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had a ton of growth here. But anyways, we were
comparing notes. And we're like, hey, we should

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produce some content together and we should
do, like we're trying to target the agencies

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who are focused on streamlining their ops and
have a heavy interest in ClickUp as a go-to

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platform from a technology perspective. And
they want more thought leadership so they pick

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the wrong people but basically folks who have
an inside scoop into agencies which is the

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world that we've swum in, the world, the sea
that we've swum in, the world that we've lived

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in. for the last 12 years or whatever. And so
anyways, that led to that was the initial spark

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and you kind of took it and carried the ball
from there. What was this experience like getting

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to the point where we're actually hitting record
and we're in the first show? Well, I remember

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the key point being actually coming from you.
Because, well, we got in touch with ClickUp,

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right? We thought about what this is going to
be and who we want to reach. And we want to

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reach kind of an agency audience here. What
we like to call agency operators. I don't know,

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at some point, we should have a good piece of
content to point you to about defining this

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agency operator persona, building towards that.
For me, the key moment was when we actually

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is going to make this podcast different. And
that's the idea of this breakthrough that we're

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going to focus on. So it was a lot of back and
forth, a lot of brainstorming between the two

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of us, and then a lot of feedback about this
intro section that you just heard, which I

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think is like the sixth draft of this or something.
So I thought, I'm trying to think of who might

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be listening to this, and how far do we go into
definitions. But do you think, Ray, before

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we talk about why this is called agency breakthrough
and why the breakthrough is, shall we define?

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ClickUp, Define, ZenPilot, just you know, the
bare basics here so people aren't lost. Yeah.

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Why not? So, I'll take ClickUp and you can tell.
I'll play ClickUp, you play ZenPilot. Hi. Okay.

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My name is ClickUp. I'm an incredible project
management software. I've grown just with supreme

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velocity over the last five plus years. This
is going like seriously. So, I got to know

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Zeb. Chris Cunningham, the early team at ClickUp
way back like end of 2017, early 2018. And

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this is coming out of four guys moving out to
a house in Palo Alto together and working together.

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And then to go from that to a thousand people
and raising all this money and growing just

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incredibly fast has been unbelievable to have
kind of a, you know, a court side seat to watch

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their growth. But ClickUp is... the fastest
growing project management platform, they've

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probably expanded that. I should go look what's
on their homepage right now. Sorry, my homepage,

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I forgot I'm ClickUp. Still says one after a
bit small, all your work in place. So, there's

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all these different names that everyone's coming
up with, you know, is it work management, is

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it productivity software, is it project management?
We don't want to just get bundled down out

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of the project management space. And so, ClickUp's
built out this incredible product obviously

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that's got tooling around all the common project
management stuff. tasks and docs and dashboards

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but then around kind of the whiteboards and
that's been a huge area of investment. We'll

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talk about and I think the cool thing about
us getting to this from the outside, even though

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we're producing this with ClickUp is we can
kind of be, you know, hey, critical of hey,

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here's the parts that still need to be improved
and need the most attention inside ClickUp

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and here's the stuff that we're most excited
about on the platform. We're kind of able to

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call out your school things that other tools
have done so we'll talk about some of those

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later on. But that's That's ClickUp in a nutshell.
What is ZenPilot? OK, so I mean, first of all,

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to put you all at ease, the podcast here is
not going to be about ClickUp. Just we're working

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hand in hand to produce it. And I'm happy to
share my own story of how it happened upon

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ClickUp maybe later on or in a different episode.
What is ZenPilot? Hello, I am ZenPilot. And

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I saw and previously I wanted to create my own
project management software called DoInbound.

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And then. I realized that what agencies have
a problem with primarily is not the tool itself,

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but the process and the people that are using
the tool. So in order to kind of make that

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work, I, ZenPilot, decided on the best project
management tool for agencies and at the time

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decided that is ClickUp and just decided to
be the best team when it comes to implementing

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ClickUp for agencies and helping them get the
most out of this tool and make it do things

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that you wouldn't have thought. possible with
ClickUp. Why thank you. And I have helped over

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2,700 agencies and counting to just streamline
their operations in ClickUp and get more visibility,

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more productivity, more done faster, and all
that good stuff. How did I do? That's amazing.

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First of all, I love that you take advantage
of me so well. And

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great job. Or we're gonna go. Okay, we're dropping
the personas. This is getting too confusing.

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That's right. All right, Kuba. Okay. Why agency
breakthrough? Wow, you're asking me? Well,

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okay. So, here's how I am interpreting it. And
kind of from what you imparted on me from this

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idea, which I want to point to you as the person
that first said the words agency breakthrough,

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you know, all responsibility rests on you here.
Why agency breakthrough? Because sometimes

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what you need is that breakthrough moment that
changes everything. The moment when you change

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one thing and it changes everything is the way
I'm trying to phrase it consistently and failing.

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So what I mean here is the moment when you find
the lever that you can pull that just gives

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you outsized results or just the one framework
or the one mindset or whatever change, you

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know, sometimes it might be higher. Sometimes
it might be kind of refocused to saying, going

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broader, going narrower. The thing that you
do that just changes your agency for the better,

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for good, and in a huge way. We want to tell
those stories to inspire you, dear listeners,

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to find your own breakthrough moment and your
breakthrough moment is not going to be the

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same as our guests probably. It's not about,
oh, they focus on PPC, so we should focus on

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PPC or whichever, you know. But just to share
kind of the thinking behind what made this

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breakthrough possible so that you can have this
thinking too. And you can also be on the lookout

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for... the levers that you can pull and you
know, what you can take advantage of in your

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unique situation to have your breakthrough as
well. So, we're telling these stories so you

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can have your breakthrough. Does that sound
about accurate? That's right. So, one of my

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breakthrough moments personally is our family
started doing this thing where we do special

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time is what we call it and it's one-on-one
time, my wife or I, one of us will take one

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of the four kids and we'll go on a quick date.
and every Thursday morning. So, we rotate through,

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we have four kids. So, every eight weeks each
kid gets to go with my wife and with me one

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time. So, my daughter Laurel and I went to the
library because she is an avid reader. She's

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eight years old and we were sitting in the library.
She was reading a series of books. She was

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on the third and the fourth books and I was
doodling on my sketch pad and I wrote down

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agency breakthrough and that's where The idea
kind of started as hey, there's all these agency

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podcasts. If you want to know a podcast, if
you want to listen to a podcast about agency

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growth or how to market or how to hire or how
to do ops or whatever else or you want to hear

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yet another the you know, a thousandth agency
owner interview just kind of talking about

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the general story and I went to college and
then I accidentally started an agency and then

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this happened and that happened and now here
I am 20 years later and I've got a 50 person

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team. That stuff's all out there. There's plenty
of that. What I want here is I want kind of

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the sweetened condensed version of hey, here's
a meaty problem that I was stuck on and we

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were bumping our heads and we were scraping
our elbows against them while trying to solve

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this and eventually we found something that
worked really well and I want you to be able

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to take that as motivation and inspiration and
I also want it to be practical application

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of how do I learn from that and some of these
are going to be extremely applicable to your

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situation. You're gonna say, yes, I should do
what Dean and Ryan Atworth did or I should

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do what Marcus at Impact did or I should do
what Michael and Nicole at Bojo Media Labs

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did or whatever those examples are, you know,
I can go do that thing. And then part of this

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is just, hey, it's just fun to hear other people's
stories. The good is exciting. The bad is what

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gives it all the context and it's the fun and
the ability to kind of, hey, we're all wallowing

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through this together and in it together. So,
I'm super excited to be hosting this with you,

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Kuba, and running it together. Can we talk about
the three pieces, like three core pieces of

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the show structure real quickly? Yeah, yeah.
You're kind of leading to that, right? So,

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the breakthrough kind of the storytelling segment,
let's say that's gonna be the middle of it

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and- for you to be able to contextualize the
story, the first segment is gonna be, I mean,

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we're experimenting with various approaches
here. Maybe we'll talk a little bit first between

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the two of us before we bring the guest on.
But once the guest is on, we'll first ask about

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kind of the context, you know, what is the scale
of the agency? What are the numbers that they're

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willing to share just so you understand whether
you're listening to an agency of 50 or 500

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or over many million in revenue so you can kind
of contextualize this in your head. So that's

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act one. what is the scale of this agency and
kind of numbers based and just, you know, giving

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an idea of the scale. Act two, what Gray just
discussed, the breakthrough story and you know,

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just in a simple chronological way. What was
like before? What was the breakthrough? What

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is life now, you know, after the breakthrough?
And also, trying to help you replicate this

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or replicate the thinking that led to it, how
might somebody else have this breakthrough

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as well and what are the pitfalls kind of along
the way? things had happened a different way,

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this breakthrough never would have happened.
So, that's kind of the whole second segment.

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And I find it funny that we're discussing this
today because also, I mean, one of the parts

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of our thinking behind this show is that we
want to iterate an experiment. So, I wonder

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if we're going to be kind of laughing at this
you know, in a few months time that we thought

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the show was going to be like this but totally
not. But still, the concept is first context,

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second breakthrough, third what? We're calling
the crisp cornucopia. So just a lot of rapid

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fire recommendations, you know, I mean, you
must have always experienced this and we want

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to help you as well to find new tools, new sources,
new people to follow because everybody has,

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you know, that secret tool or secret weapon
that, you know, they never shared about but

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actually, you know, there's this agency that
we use for 70% of our content, you know, and

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they never shared about it. So we want to uncover
that as well to help you find the right. people

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to work with, the right tools to work with and
that's gonna be kind of the last part of the

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show. At the end, maybe some shout outs, maybe
some thoughts about who could be the next guest

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and you know, interview all of the agencies
that way. Right. I think our job is really

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to ask the tough questions that people want
to know like those second and third and fourth

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order questions, you know, really where the
magic comes from. Okay, it's great that you

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wrote a book. and all of a sudden this stuff
pops up. Like how accessible is that to the...

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Basically, all the reasons as we're like, and
this will be easy for me because I'm in that

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situation, hey, I'm running and owning a professional
services firm that's this kind of in the typical

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size and has aggressive growth goals. But what
are all the reasons that we instantly think

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this couldn't work for me? Or there's something
special about you or your situation or why

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you're just so lucky? and kind of throw that
at guests and figure out okay, like you know,

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how can we help people really see that as something
that is practical for them and it's not it

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won't be practical for everyone but dig into
that. Yeah. I would be happy if you know, we

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asked enough questions where our guests to some
of them would honestly reply that part was

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just luck you know, and that's why you can't
replicate every breakthrough exactly you know.

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this I prepared for, you know, that other obstacle
I kind of surmounted but this other thing if

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it had happened, the breakthrough wouldn't have
happened and I got lucky. I think, you know,

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we have to be honest about these stories too.
That's a great framework because I just think

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of a couple example breakthroughs. We'll probably
have I mentioned Worth earlier, Worth e-commerce.

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We'll probably have Dean Dutro and Dean and
Ryan will grab one of them at some point and

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bring them on the podcast. built an email marketing
agency together, email marketing is no longer

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the cool way to say it, now you gotta call it
retention marketing agency. So, email and SMS

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and then whatever else that expands to. The
names all change to this stuff about every

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18 months or so. So, you gotta make sure that
you're on the cutting edge of that. But their

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big breakthrough was building the growth side.
of the business. So, originally, a ton of the

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work came from Upwork and they built a really
cool mechanism for taking Upwork clients. I've

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seen very few agencies do this but take Upwork
clients through a small, very clearly scoped

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project and then convert them into a monthly
retainer. And typically, Upwork fails because

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you've got extremely budget, people are there
to find a discount from 90% of Upwork customers

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and it's really hard to turn them from being
for the I'm here competing on cost to okay,

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now I'm... interested in quality and I want
to work with you long term at a really profitable

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rate for an agency. But they had a model for
doing that, layered in outbound and wound up

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exiting and selling their agency just a couple
years later at over a 7x multiple on EBITDA

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which is unusual as well for kind of the early
stage agencies. I love the beginning of their

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breakthrough because the piece that is harder
to replicate is they were one of the first

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ones to really gain traction and grow pretty
big and so their exit was at a point where

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the market was heating up and I'd be curious
to hear, you know, hey, if someone else builds

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the exact same looking business today, do they
get some kind of multiple on an exit and an

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exit too that in their case they sold the smart
bud but does someone else, are those opportunities

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the same? Are they better? Are they not? I don't
know. Yeah, when you boil it down, all of these

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moves that you're making, they're an investment
and to get a return on an investment, you have

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to time the market correctly, right? So, I do
wonder what the guests are gonna say about

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that as well. Which, so we've already got kind
of the first batch and we'll probably batch

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release the first set of episodes. Got our first
handful of guests booked. Who are you most

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excited about? Are the most excited about Marcus?
Share it then. I'm gonna clip this and send

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this to everyone else by the way who don't know.
Sorry, Gustav, can you say it again? I am the

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most excited about Marcus Sheridan of They Ask
You Answer fame and from Impact. I don't know

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what to say here. I mean, Marcus's book influenced
me when I was a young marketer. I mean, still

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am by a lot of metrics, right? But you know,
at the beginning of my marketing journey, I

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followed that book like gospel and like having
an opportunity to interview him on the show

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is just such a treat. I love it how you didn't
even give me a chance to be cool with Marcus

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but you already introduced me via email as the
resident fanboy but it's like I would have

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gone that route anyway. I couldn't sleep when
I got the email where he said yes so, yes.

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So we're interviewing Marcus and that's the
person that I'm definitely most excited about

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and he's like also like a consummate public
speaker, you know. I'm so passionate about

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public speaking. I did Toastmasters for a time
and I just love to get on stage so just having

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a chance to interact with somebody who is like...
so much further on this path and doing keynotes

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and all these workshops, everything. Just love
everything about that and I can't wait to record

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that. Adam I had lunch two weeks ago, this rarely
happens to me because we're all remote and

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we serve agencies all over the world. But I
had lunch with a client two weeks ago and so,

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we're talking about kind of the whole business.
We spent some time on ops and you know, what

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we're doing on top of ClickUp which is super
exciting for them. And then we were talking

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about marketing and how they were growing and
it's mostly referral based but we're really

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leaning into content marketing and I specifically
really like this book called They Ask You To

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Answer by this guy named Marcus and I was like,
oh, tell me more. And so, I didn't want to,

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you know, you just kill the conversation if
you're like, you mean my friend Marcus? And

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it was so cool to hear that in the wild, like
here's someone else, we've never talked about

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this stuff before, I've never made a recommendation.
and is reading that. So, I'm super excited

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to have Marcus and dig into his breakthrough
moment as well. Maybe what we could do is we

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could just spend a couple minutes like one of
the things that I like throwing at people,

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you said Chris Cornucopia and I was laughing
but it's like, what are some of the recommendations

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that folks have? Maybe we could dig into some
tool recommendations. Are you up for that?

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Yeah, definitely. I've got some stuff listed.
Mine are not necessarily tools. I've got a

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course slash book slash podcast and a book slash
course. But yes, let's talk tools and other

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recommendations stuff you can take away from
this. I'm gonna get yours first. But so, I

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think tool recommendations, not that unusual
but doesn't happen on a ton of shows. But something,

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you know, Tim Ferriss, I think I'll popularize
this, book recommendations happens probably

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even more commonly. Service provider recommendations
is one thing that I want to ask people about.

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Hey, we're all working in agencies, who do you
like for whatever, accounting? Who do you like

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00:21:20,945 --> 00:21:26,428
for? project management consulting, what do
you like for sales consulting? Hiring HR, you

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know, one of the best professional services
providers who you worked with. What is, so

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what do you have to recommend today? Okay, awesome.
So the first thing that I have to recommend

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is building a second brain. I recently did a
launch and learn about this at ZenPilot and

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it's a few things.

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the person that kind of came up with the concept
and popularized it recently turned it into

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a book before it was a book. I'm sorry, Tiago,
but I feel like the best way to get on this

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is the free podcast that's still out there called
Building a Second Brain. Just I think it's

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around 10 like bite-sized episodes about the
various concepts. But the concept in general

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is it's a comprehensive note-taking system but...
What I like about it is that it leaves a lot

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of flexibility and room and a lot of ways you
can adapt it to your own needs. So it was a

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minor breakthrough for me when I started my
second brain and I started just collecting

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all of the resources and thoughts and ideas
and sources that I have for various areas of

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what's in my first brain starting to put that
in my second brain. So in a nutshell, the way

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it's organized is you've got... and you can
adapt it to your own needs, right? But it's

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about capturing the stuff that you're seeing
online or hearing in a podcast or you know,

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you're reading through a blog and something
stands out to you, put that in your second

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brain. Map it to an area, do it for three months,
six months, a year, all of a sudden when you're

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supposed to do a talk about like marketing,
for example, or leadership, you've got this

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whole catalog of like pre-screened content or
just your own original thoughts that you can

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put together a presentation about whatever area
is near and dear to you. in minutes instead

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of hours. And you know, in a meta kind of way,
when I was supposed to do the workshop about

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the second brain idea, I used my notes from
my second brain to put that together. So, that's

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my first recommendation not to go too deep into
it, but you should look it up and I recommend

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you start with the podcast, Building a Second
Brain. Second recommendation, I love to find

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ways to kind of recontextualize what I'm doing
day to day to find more motivation, to energize

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myself. book that's I don't think super popular
because I could talk about like Atomic Habits

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or you know or maybe Tony Robbins stuff. I could
but here's one that maybe you haven't heard

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about. It's called The Alter Ego Effect by Todd
Herman. Now, I am super into like comic books,

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Marvel, superhero stuff and I have a very active
imagination. That's one of the first things

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that the teacher said when I was at school like
he's... cool but sometimes he just gets lost

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in his own imagination and we can't snap him
out of it. Anyway, the alter ego effect, the

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concept is that for various contexts in your
life, so one context might be work, another

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might be sports, another might be family, another
might be musicianship for example, I play bass

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so for me that tracks. For each of those, you
come up with like a full persona that you embody

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when you're in that activity. So, when you're
in family mode... you imagine yourself as one

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kind of character. So, like for one character
that I'm kind of following when I need to be

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kind of tender and caring as I try to be like
Keanu Reeves for example, you know. It can

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be somebody real, it can be somebody fictional,
it can be a character of your own invention

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but just this and there's research to back this
up actually when you embody this different

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persona, you start acting differently, you start
having different thoughts and ultimately that

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leads to different actions and different. outcomes.
So, the alter ego effect, it's a simple enough

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concept but I do recommend going through the
book because it goes into much more detail

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of how to activate the persona, what kind of
enemies the persona is that your alter ego

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is facing. It's just hugely inspirational and
it really gives you this huge boost when you

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need it the most to activate your alter ego.
So, those are my two. I love that. I've never

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heard of that before but I wonder if I saw a
thread on Twitter here at some point. where

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someone had a bunch of different alarms set
on their phone and each of the names of the

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alarms was that kind of the personality. Does
that come from the book or is that someone's

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spinoff of the idea? I suspect that- I'm going
to work out at 6am so my alarm at 5.45 says

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rad dad bod time or whatever identity I want
to go adopt. Yeah. The one I saw was like 4.45

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was like beast mode and then I think around
eight or nine when work starts is like full

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focus and then the after work it was like best
dad ever. Yep. You know? So and yes, these

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are the kind of you know, personalities that
the personas that we need to kind of embody.

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Is that related to the book? I don't know. I've
seen more than one Twitter thread that seemed

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very heavily inspired by the alter ego effect
but not mentioning, you know, to the point

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that it kind of quoted the same research. Like
I was I even responded to one of those like,

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hey, you seem to be like... referring to something
but not naming it by name. Not cool. But anyway,

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yes, like people catch on to this and then they
share about it as well. I have shared about

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this on my own LinkedIn as well and on TikTok.
I used to do TikTok for a spell. So, I'm going

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to bring that back. I need to find this. That's
awesome. Well, I have three all minor tools.

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I'll keep these pretty quick. First one is reflect,
reflect.app. It is basically where my second

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brain winds up. The stuff that's not in, so
click up all the team. All the work, all the

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00:27:01,554 --> 00:27:07,275
tasks, even my personal tasks, birthday reminders,
that kind of stuff is inside. ClickUp, Reflect

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00:27:07,495 --> 00:27:13,417
is all my notes. It's got awesome bi-directional
linking and is really easily searchable and

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super low friction to use. A tool that I love
using in conjunction with it is called Super

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Whisper and this is one have you heard of this?
No, I haven't. Super early on, I don't even

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know if this is a business versus just like
someone's toying around to build it for themselves

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00:27:30,755 --> 00:27:36,399
and it's out there. Superwhisper.com. It's probably
Mac only, I don't know. I think it is actually.

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I had to download it and pull it in. I wish
I could screen share right now. So, in my menu

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bar, I have this little triangle and when I
press the keyboard shortcut or I just tap on

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00:27:46,546 --> 00:27:52,410
it, all it does is there's a little green dot
that's or sorry, red dot that turns on and

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it's recording. And then I press it again, I
have my keyboard shortcut and it stops it.

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and it just copies whatever you said to the
clipboard as text. But it is crazy fast and

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00:28:04,896 --> 00:28:09,320
so it's not instant. I was gonna say instant
but it's not truly instant. It's like, I don't

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00:28:09,340 --> 00:28:14,164
know, have a second or a second behind depending
on how much you record. But the transcription

314
00:28:14,464 --> 00:28:21,730
is like 100%. It's perfect transcription of
whatever you're doing. I haven't dictated anything

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00:28:21,831 --> 00:28:28,367
super like I haven't taken you know, a five
paragraph thing and dictated that out yet to

316
00:28:28,407 --> 00:28:33,850
see how to slice it up and punctuate it and
whatever. But the text itself has been spot

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00:28:33,890 --> 00:28:37,692
on every single time for me. So, that's super
helpful. I just want to record something and

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I want to paste it in, do whatever. A Slack
message, click up into email, into wherever

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else. Superwhisper.com is what I use for that.
So, question about that. So, does it trans-

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it transcribes word for word? It doesn't do
like what AI sometimes does like summarize

321
00:28:53,661 --> 00:28:58,496
or you know, tamper with it? That's all it does
right now is just literally word for word transcription.

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For a painting. I've used that with chat GPT
a good amount. Say my prompt out loud and then

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just command C, command V in the chat GPT, there
we go. My last one and you'll notice the theme

324
00:29:12,686 --> 00:29:16,588
here around productivity but text expander.
Do you use a text expander tool and did you

325
00:29:16,649 --> 00:29:22,413
use one prior to ZenPilot? I haven't prior to
ZenPilot and actually just this week I started

326
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using it for the first time. Also related to
chat GPT, I have this whole, this is a nice

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town I hope for the listeners. I have this prompt
save that has just a lot of context about ZenPilot

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because I mean go figure I end up using chat
GPT for ZenPilot at all, a lot, right? So I

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00:29:38,954 --> 00:29:43,696
don't want to have to explain kind of the target
audience, the service lines, the size of the

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00:29:43,736 --> 00:29:50,640
company, etc. each time. So now I have this
prepared kind of this big chunk of text that's

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00:29:50,680 --> 00:29:56,651
like here's what ZenPilot is again. I have saved
that as just, you know, zp prompt template

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00:29:56,751 --> 00:30:01,993
or something and via text expander just paste
itself right in there. So, yes, I started using

333
00:30:02,053 --> 00:30:06,095
it recently but that's just the first use case
I found for it. You should talk about how it's

334
00:30:06,155 --> 00:30:10,256
used at zempilot because it's like much more
comprehensive. So, we use it for a ton of stuff.

335
00:30:11,017 --> 00:30:16,959
I started with text expanders just like if I
type QEM, in fact, I was at out at click up

336
00:30:16,999 --> 00:30:22,481
HQ in February and I'm typing in someone else's
computer and I'm putting in my email address.

337
00:30:22,934 --> 00:30:29,019
for them and I typed QEM, they left it and they
were like, wait, what's your email at? I was

338
00:30:29,039 --> 00:30:32,702
like, what do you mean at? Like my handle? Are
you talking about Twitter or something? And

339
00:30:32,722 --> 00:30:37,647
they were like, no, what's your QEM at what?
I was like, no, it's not QEM, it's GrazeEmpower.com.

340
00:30:38,608 --> 00:30:42,691
Oh, I typed QEM because that's my email, like
that automatically expands GrazeEmpower.com.

341
00:30:43,512 --> 00:30:45,234
Q phone. That's power of habit.

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00:30:50,046 --> 00:30:54,587
So, there's all the really, really basic use
cases like that. Hey, I just want to type three

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keys and have it expand. And the powerful thing
is about this, like when you have company-wide

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00:30:59,588 --> 00:31:05,430
adoption of this, if you change anything about
your company and everybody's using the short,

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00:31:05,670 --> 00:31:10,351
you know, form for it, then you don't have to
do so much work communicating because people

346
00:31:10,371 --> 00:31:14,232
are going to be using the same shortcut and
just getting different output. Like let's say

347
00:31:14,572 --> 00:31:20,334
the official company address changed, you know.
You could bury that in a wiki. or just update

348
00:31:20,354 --> 00:31:24,517
the text expander prompt and people are gonna
see that the output is different. Like instantly,

349
00:31:24,917 --> 00:31:28,639
everybody gets updated on that, you know? And
nobody wants to spend time digging through

350
00:31:28,659 --> 00:31:33,122
a Wiki to find the official company address.
So it's faster and it's more consistent and

351
00:31:33,142 --> 00:31:41,387
that's really a rare find. Out of office forms,
intake forms, like whatever else, URLs, all

352
00:31:41,427 --> 00:31:46,250
of that stuff. Well, then you take it to the
next level. And you can text expander is one

353
00:31:46,270 --> 00:31:50,032
of the most powerful, it might be the most powerful
text expander, I don't know. And like I use

354
00:31:50,092 --> 00:31:54,655
Raycast, we can talk about a bunch of different
tools that probably have some of this functionality

355
00:31:54,675 --> 00:32:00,118
built in. But what's cool is you can have these
little models pop up that pre kind of have

356
00:32:00,178 --> 00:32:05,261
spaces for hey, I need an input here. You can
also have any characters on your keyboard.

357
00:32:05,481 --> 00:32:10,744
So for example, there's a form that I have to
fill out a couple of times every week and I

358
00:32:10,804 --> 00:32:17,727
type four things, four characters. and it goes
through and so it fills out the first field,

359
00:32:17,847 --> 00:32:21,450
all these fields are sequential in order, then
it hits tab on my keyboard, automatically goes

360
00:32:21,470 --> 00:32:25,813
to the second one, fills that in, hits tab,
hit tab, and then enter. At the end, I actually

361
00:32:25,853 --> 00:32:30,176
have a prompt where I have to enter in something
and then I have to hit tab and then it tabs

362
00:32:30,196 --> 00:32:35,419
through the rest and hits enter and submits
it for me. So it's just a kind of a really

363
00:32:35,559 --> 00:32:40,523
simple way to automate some of life. You're
exactly right, it does help keep kind of brand

364
00:32:41,524 --> 00:32:48,108
solidarity or consistency across the team. but
mostly a productivity thing. Yeah. So, any

365
00:32:48,168 --> 00:32:52,771
kind of text that you find yourself grabbing
from a doc, you know, in another window on

366
00:32:52,811 --> 00:32:57,114
another screen, you could just be using Text
Expander for it. What you're mentioning here,

367
00:32:57,474 --> 00:33:01,597
it really is reminding me to use Text Expander
more because once you set it up and get that

368
00:33:01,617 --> 00:33:06,781
habit, it just keeps paying off in terms of
seconds and minutes saved. What do you, if

369
00:33:07,021 --> 00:33:12,605
anyone else is listening, I'm sorry, is using
Text Expander, is listening, send us an email

370
00:33:12,705 --> 00:33:19,210
to breakthrough at Zenpilot.com and let us know
what do you use as your starting key? Like

371
00:33:19,230 --> 00:33:27,657
for me, I use Q a lot or I use a period but
primarily Q because I'm never gonna type QEM

372
00:33:27,677 --> 00:33:32,681
for a word or anywhere else. So, pick whatever
you want your starting thing to be and then

373
00:33:32,721 --> 00:33:38,886
that allows you to keep your, what your inputs
can be extremely short which is super nice.

374
00:33:38,926 --> 00:33:40,668
Have you seen it? Go to typingmind.com.

375
00:33:44,022 --> 00:33:50,523
Have you ever heard of this? I can't. I've never
shared this with you before. Better UI for

376
00:33:50,543 --> 00:33:55,745
chat GPT. I'm sold. I don't need to know anything
else. So, you can uh, there's a paid version.

377
00:33:56,545 --> 00:34:01,907
You can download this. You can use your chat
GPT API key. You can just use the web version

378
00:34:02,067 --> 00:34:09,909
as well. But so this guy Tony who is awesome,
he has built a bunch of these different kind

379
00:34:09,929 --> 00:34:15,500
of micro tools. And this one is getting a ton
of his attention right now. He's done a really

380
00:34:15,540 --> 00:34:19,923
good job with this. But one of the cool, he's
got a bunch of cool features kind of on top

381
00:34:19,943 --> 00:34:26,627
of it. Let me see, in March he hit, let's see,
he released the MVP of this thing on March

382
00:34:26,667 --> 00:34:33,192
6th. He hit 10k in revenue on March 10th. I'm
trying to see if I've got, I don't have any

383
00:34:33,272 --> 00:34:37,986
inside scoop here on what his revenue is right
now. But anyways. TypingMind allows you to

384
00:34:38,046 --> 00:34:41,567
have all these, there's a whole bunch of custom
prompts built into it. So you just press that

385
00:34:41,707 --> 00:34:46,148
and your prompt is already there. You can save
your own as well. So if you weren't using TextExpander,

386
00:34:46,628 --> 00:34:52,010
something like TypingMind could also work for
quickly plugging in your prompts. And then

387
00:34:52,230 --> 00:34:55,891
yeah, you can dial in the temperature and all
the other kind of customizations on top of

388
00:34:55,911 --> 00:35:00,352
it that you can do, which is pretty cool. That's
great. I need to have a closer look at this

389
00:35:01,033 --> 00:35:04,998
off the call, but always nice to get a tool
recommendation like that. All right, we could

390
00:35:05,018 --> 00:35:14,102
do a million tool recommendations. Let's close
this thing out. I think format wise with where

391
00:35:14,142 --> 00:35:20,084
we go, I'm super excited to have folks like
download all the rest of them that are available.

392
00:35:20,344 --> 00:35:26,587
Go listen to, we're gonna release here the first
five of them all together. So, go listen to

393
00:35:26,627 --> 00:35:31,069
those. Let us know. Email us breakthrough at
zempile.com. How we can change the format.

394
00:35:31,169 --> 00:35:35,123
What works well for you? What do you love? the
recommendations, they're really tactical like,

395
00:35:35,223 --> 00:35:39,506
oh, I can go type this in, I can buy this book
on Amazon, I can go download this app. What

396
00:35:39,546 --> 00:35:44,429
questions do you want us to push harder on in
the Breakthrough itself? We'll love the toy

397
00:35:44,449 --> 00:35:49,593
around with some of those things. Kuba, what
else do we have here as we wrap up? Yeah, definitely

398
00:35:49,773 --> 00:35:55,697
send us thoughts on breakthrough at zempilot.com.
It's almost as if we like they ask you answer

399
00:35:55,717 --> 00:36:03,182
as a concept ourselves and we want to serve
you, our audience here, right? So... Definitely

400
00:36:03,202 --> 00:36:07,886
share your thoughts and we'll keep that in mind
as we're recording these. Even the format itself

401
00:36:08,226 --> 00:36:12,849
right now is, you know, we have an idea but
we'll see how it develops over time. So if

402
00:36:12,889 --> 00:36:15,651
you have thoughts about, you know, maybe you
could do a segment on this, segment on that,

403
00:36:16,071 --> 00:36:22,216
we're open to that and let's discuss. Other
things, I think it would be useful to remind

404
00:36:22,316 --> 00:36:30,181
the audience just who this is brought by just
so, you know, to contextualize. So again, this...

405
00:36:30,614 --> 00:36:35,575
podcast, Agency Breakthrough is a cooperation
between ZenPilot and ClickUp. At ZenPilot,

406
00:36:35,715 --> 00:36:40,256
we help agencies streamline operations and we
do that by helping them implement ClickUp,

407
00:36:40,336 --> 00:36:46,698
but also improve their processes, finally get
those SOPs and templates in order, and to train

408
00:36:46,718 --> 00:36:51,759
the team. So there's like a cadence of daily,
weekly, monthly checks to make sure that everything

409
00:36:51,799 --> 00:36:56,441
is in the system and tagged right in the system.
We help with all of that and more for huge

410
00:36:56,501 --> 00:37:01,966
productivity and profit gains. And great, two
words about ClickUp. Yeah, well, I am ClickUp

411
00:37:02,126 --> 00:37:07,848
just to remind you all. I am- Oh yes, yeah.
Yeah. The go-to and fastest growing project

412
00:37:07,888 --> 00:37:13,910
management tool for agencies. If you're listening
and you're not already using ClickUp, do yourself

413
00:37:13,930 --> 00:37:19,351
a favor and go to ClickUp.com and check me out.
I was gonna say check them out but check me

414
00:37:19,431 --> 00:37:25,613
out obviously or go to ZenPilot.com and look
for the ClickUp for Agencies guide. We've got

415
00:37:25,633 --> 00:37:30,988
this awesome 47 page. Totally free guide. There's
a long 4,000 word blog post that I originally

416
00:37:31,008 --> 00:37:35,291
wrote a couple years ago that's been updated
a number of times since then. A million resources

417
00:37:35,311 --> 00:37:39,314
that we're putting out to help you for folks
who, whether they want to use our services

418
00:37:39,414 --> 00:37:44,338
or they just want to use all the free stuff,
there's not a ton of secrets. There's some

419
00:37:44,378 --> 00:37:47,520
really cool stuff behind the scenes, especially
around reporting that we want to do, but there's

420
00:37:47,580 --> 00:37:53,044
really, a lot of this is like, hey, you just
got to get the basics in place. The coolest,

421
00:37:53,064 --> 00:37:56,962
I mean, the thing to understand about a tool
like ClickUp... You're coming from a trailer

422
00:37:57,002 --> 00:38:03,484
or a base camp or on a sauna or something very
simple, you can get overwhelmed by how powerful

423
00:38:04,364 --> 00:38:09,585
ClickUp is. Yeah. And you've got all these,
it's the curse of freedom is really what it

424
00:38:09,645 --> 00:38:12,966
is. Like, oh, I'm free to set it up this way,
I'm free to set it up that way and that is

425
00:38:13,026 --> 00:38:19,488
exactly what we love about it is, hey, if you're
a design team or a dev team and you see your

426
00:38:19,528 --> 00:38:22,289
board view and we're trying to move stuff through
and statuses, that's great. And if you're a

427
00:38:22,309 --> 00:38:24,662
project manager, you're going to be like, oh,
I'm going to move this thing or you're super

428
00:38:24,702 --> 00:38:28,063
detailed or even like I am and you want a long
list or a table view, you've got that and if

429
00:38:28,083 --> 00:38:32,804
you're a creative and you want a whiteboard
view but you want to all be using the same

430
00:38:32,844 --> 00:38:37,085
core data, we're still working with tasks and
they could all be in the same place, that freedom

431
00:38:37,125 --> 00:38:42,066
is amazing and people who are new to the platform
figuring out how to use the hierarchy best

432
00:38:42,106 --> 00:38:46,948
and how to use views and dashboards best, those
are the three and custom fields, those are

433
00:38:46,968 --> 00:38:51,469
like the four core key features that you kind
of need to wrap your head around and so we're

434
00:38:51,509 --> 00:38:55,723
just trying to short-cut that learning for people
and help. Explain hey, here's why and here's

435
00:38:55,763 --> 00:39:01,587
how so then pilot.com. Yeah, look in the header
I just don't have this distinct feeling I have

436
00:39:01,607 --> 00:39:05,189
this distinct feeling great that you're like
extremely excited about click up Maybe even

437
00:39:05,249 --> 00:39:09,352
enough to start a company all around it without
me for it to say I might be a step too far.

438
00:39:09,432 --> 00:39:18,379
All right That's uh, that's absolutely true.
I'm uh, I Like to think that I'm a fair fanboy

439
00:39:18,559 --> 00:39:27,553
that I am 100% rooting for for ClickUp and the
whole team and at the same time, our job and

440
00:39:27,573 --> 00:39:32,636
who we get paid by is our clients. And so, our
job, you can understand since the beginning,

441
00:39:32,756 --> 00:39:35,938
what's the best tool for most agencies most
of the time, that's where we're gonna go focus.

442
00:39:36,339 --> 00:39:42,063
And so, that led to ClickUp. All right, anything
else for you? Let's wrap this up. Follow ZenPilot,

443
00:39:42,083 --> 00:39:48,338
follow ClickUp, follow me, follow Gray and-
Those are the CTAs for today. We're really

444
00:39:48,378 --> 00:39:52,499
excited that you either, you know, listened
to the very first episode of Agency Breakthrough

445
00:39:52,599 --> 00:39:57,281
or you went back to listen to the first episode
that puts you in a very exclusive club. So

446
00:39:57,821 --> 00:40:03,022
welcome and we hope you're going to enjoy the
ride as much as we're enjoying it here. We'll

447
00:40:03,082 --> 00:40:07,464
see you in the next one, probably with our first
guests or, you know, whichever else is next

448
00:40:07,564 --> 00:40:11,845
up in your favorite podcast platform. This has
been a blast, Gray. Thank you for the time.

449
00:40:12,165 --> 00:40:12,865
Perfect. Thanks, Kuba.