Brian Rella

EverNext

You're talented, driven, and ambitious. You've worked hard to climb the ladder, and you’re grateful for what you have. But lately, it feels like you're stuck on a career dreadmill.

Whether you’re an aspiring executive feeling undervalued and unclear about your next steps or in the C-suite navigating high-pressure demands and critical career moves, your path forward doesn't have to feel overwhelming or uncertain.

Here's How I Can Help:

▶︎ Off the Dreadmill
My foundational program, "Off the Dreadmill," is designed specifically for aspiring executives committed to long-term career success. You'll gain access to a proven playbook—complete with actionable strategies, frameworks, and community support—that lays out a clear, intentional path toward meaningful career growth.

▶︎ Executive Career Coaching
For established leaders and C-suite executives, I offer highly personalized coaching that goes deeper, addressing strategic career growth, navigating transitions, and optimizing your performance at the highest levels. Using my proven frameworks and signature CASE method (Context, Assess, Strategize, Execute), you'll achieve measurable breakthroughs in your career trajectory and leadership impact.

This Isn’t Just About Your Career—It’s About Your Legacy.

When you perform at your highest level professionally, the benefits ripple through every area of your life. Improved career clarity and performance naturally lead to reduced stress, greater fulfillment, and deeper connections at home. While we lead with career excellence, the personal and family benefits inevitably follow.

What You Can Expect:

▶︎ Clear strategies for impactful career advancement.
▶︎ Personalized guidance for high-stakes transitions.
▶︎ Actionable tools for sustainable growth and peak performance.

Ready to step off the dreadmill and into meaningful, strategic career growth?

Let’s talk.

Book your strategy session here:

https://www.brianrella.me/

Founder / Head Coach

Wells Fargo

CIB Agile Transformation Coach

Partnering with executive leadership across the Wells Fargo Corporate and Investment Bank to transition all lines of business from Program Management to an Agile Operating Model.

Executive Director

Head of Business Execution Services for Electronic Trading. 

Serve as a trusted advisor and change management leader to the COO, Head of FICC, and Head of Equities. Lead planning and execution of strategic transformation initiatives across asset classes.

BGC Partners

Partnered with business and technology executive management to develop and lead strategic programs focused on revenue growth and operational efficiency. Measurables include customer satisfaction, productivity, stakeholder transparency, cost variance, and schedule variance.

•	Led 5 product teams to deliver a new D2C RFQ platform for Fixed Income. Year 1 revenue forecast of $1.2 million.
•	Led 3 product teams to redesign the Fixed Income API offering by consolidating 4 APIs. Collaborated with sales as an SME to establish a multi-quarter pipeline of 13 clients and $1.7 million in revenue.
•	Coached global integration team leads to overhaul onboarding processes resulting in a drastic reduction in client integration time, increased client satisfaction, and greater transparency across the company.

Director

Bloomberg LP

Revitalized the Bloomberg Tradebook offering for Futures, Options, and FI. Launched a new IaaS product.

•	Conceived and launched Tradebook Market Access Infrastructure as a Service (IaaS) offering. Generated $450,000+ in recurring annual revenue in the first 7 months of going to market.

Senior Product Manager

HSBC Global Banking and Markets

Led a cross-functional, cross-business team to deliver strategic digital transformation projects.

•	Executed portfolio of algorithmic trading and UX redesign projects for fixed-income trading resulting in improved Fixed Income industry ranking from #18 to #5. 
•	Conceptualized futures and options electronic trading platform strategy. Proposed and delivered a 2-year roadmap resulting in technical debt reduction of 8 trading systems to 3. Shrank run costs $1.7 million (14%) over 2 years.

Vice President

J.P. Morgan

Directed a global team of project managers and business analysts to create and execute global electronic trading programs for Futures and Options. 

•	Increased e-trading revenues by repurposing equities algorithmic trading and analytics engine for futures & options. Increased algorithmic trading volumes by 40% YOY (2011-2012).
•	Improved straight-through processing for Futures trade allocations 200% YOY

Reval

Professional services lead for Reval’s hedge accounting software.

Senior Consultant

UBS Investment Bank

Co-head of Futures and Options Client Solutions Team.

SAC Capital Advisors

Senior Trade Floor Support

CS Technology

Staff Consultant

Get off the DREADMILL and into a Career that inspires you | Executive Career Coaching | Career Development | Job Search Strategies

This isn’t just about your career. It’s about your legacy.

I help high‑achieving leaders excel in their careers and thrive at home through my Dual Impact Leadership system. 

Whether you’re an up‑and‑coming exec feeling undervalued and unsure of your next move or a C‑suite leader under relentless pressure, you don’t have to navigate complexity alone.

We start with pinpointing your highest‑impact actions at work. When your clarity and performance improve, the effects spill over into every area of your life. As you gain momentum professionally, you’ll notice the benefits ripple out, resulting in less stress, deeper fulfillment, and a more present, connected family life.

That’s the power of Dual Impact Leadership. Strategic growth at work that naturally elevates your life at home. 

What You Can Expect Working With Me:

▶︎ Clear strategies for impactful career advancement.
▶︎ Personalized guidance for high-stakes transitions.
▶︎ Actionable tools for sustainable growth and peak performance.

Ready to step off the dreadmill and into meaningful, strategic career growth?

Let’s talk.

Book your strategy session here:

https://www.brianrella.me/

CEO and Head Coach

Career coach and job search strategist helping executives get the career they want 🎯

Troy Hipolito

Founder - LinkedIn Accelerator Program | B2Bs, Owners, Coaches, & Entrepreneurs

The Troy Agency

MY STORY:  As a military veteran & single father I love family & good people. I also enjoy connecting the dots, running proper introductions, & solving business problems for people like you.

I have an award-winning IT company (www.isointeractive.com) that helps hundreds of clients to make projects successful & special. Includes Gamification, Mobile Apps, Games, Virtual Words, Web Programing/systems. These are for large Fortune companies like Coca-Cola, Xbox, Target, Wrigley's, Harry Potter Fans, & smaller startups. 

However, most of our work came from helping other agencies. Then many of those larger clients stop using agencies altogether & started pulling talent in-house. This devastated the agency model.

So we had to learn how to "properly" date for business - with LinkedIn. This is where our journey took us. It worked so well we started "The Troy Agency" & created... 

THE LINKEDIN ACCELERATOR SYSTEM. A "Done With You Program" (Outreach, Branding, & Booking)

👆🏼.  1 On 1 LinkedIn Coaching & Business Strategy 
- LinkedIn profile optimization
- Specific LinkedIn business goals
- Optimizing your daily process

✌🏽. Personalized Communications & Vetted Bookings
- Vetting bookings
- Customized social messaging campaigns
- Optimized warm email campaigns

🤟🏼. Social Media Posts for LinkedIn:
- Stylized Image Creation
- Original carousel/PDF designs for posts
- Video editing & creation 
- Engagement campaigns to drive interest

HOW I CAN HELP YOU & WHY WE ARE DIFFERENT: Manage a team of LinkedIn experts, business strategists, storytellers/writers, video editors, graphic artists, success managers, communicators, & appointment settings. 

Dedicated to vastly increasing your social network, professional exposure, number of relationships & sales interactions for your business.     

Combining LinkedIn coaching, human interaction, & customized systems for your business.

You can have an entire marketing agency for the price of a good full-time local Virtual Assistant.

CONNECTOR & FIXER | LINKEDIN ACCELERATOR SYSTEM | FOR B2Bs, CMOs, OWNERS, CONSULTANTS & AGENCIES

Need a conversation? Book a call https://go.oncehub.com/selectconsultation

This is definitely a new role and a needed one. Could you use an audience at scale? We cracked the code and driving your audience to LinkedIn Events. With over 60% engagement - driving interest is key to increase scale and interest within an event. 

From planning, pre-engaging, formulating an irresistible offer, working with sponsors, and event post-engagement. Creating a successful event is simply a byproduct of the work performed.  

And we focused on 3 and only THREE areas:

👆🏼.  Manage & promote your Linkedin Events (Large audience you control).

✌🏽.  Helping You with LinkedIn Business Consulting. Where to begin, how to set it up properly, and how to execute a streamlined day-to-day process. 

🤟🏼..  The LinkedIn Excelerator Program is a Done With You - Humanized LinkedIn Systems that brings you Clients (Outreach, Branding, & Booking).


To have a talk is free  https://go.oncehub.com/selectconsultation

SCALING YOUR AUDIENCE W/LINKEDIN EVENT MANAGEMENT | FOR B2Bs, CMOs, AGENCIES & ENTREPRENEURS

Roll Digital

As a Business System Architect for Digital Roll, I support their marketing and relationship systems to increase overall growth and client support.

Through The Troy Agency, I have built numerous multichannel, relationship, and marketing systems to allow clients to increase the awareness of their brand and high-value services. 

We currently use some of the Digital Roll systems with our own clients as part of the larger "The 90-day PLUS Client Acquisition Program"

This program

→ We set up all the outreach systems and marketing strategies on multiple channels. 
→ Train you and your team. 
→ And give the main licenses for an entire year so you have a good runway for success. 

https://docs.google.com/document/d/1Czh5Tp3F-ZD7IztUJUJ6J-NvUlzM8dvZ 

Making my involvement with Digital Roll a great combination of expanding sales and marketing systems that build relationships through providing value to entrepreneurs and businesses in the B2B and service-based industries.

Business System Architect

Skoop - Instant Video

The app development subdivision of "The Troy Agency." Creating stunning applications and systems to drive business and communications forward.

With an extensive portfolio of award-winning Fortune 500 and startup websites, mobile applications, and specialty systems we strive to create products that are useful and profitable.

"SKOOP - Instant Video for LinkedIn & More" is our first independent application designed to fill in the candid video communications gap on LinkedIn and help build better relationships between individuals.

Get SKOOP at https://chromewebstore.google.com/detail/skoop-instant-video-for-l/gplimcomjkejccjoafekbjedgmlclpag

View the portfolio on our parent website at: https://thetroyagency.com/category/projects/

Need professional application development? Schedule some time for a conversation: https://go.oncehub.com/selectconsultation

Founder

Appfoster

I worked at Appfoster for over a year before taking the position of President. We had about 8 really good web, app, and mobile projects and with such a great team we will continue the success.

President

Software Solutions Inc - Atlanta-Web and Mobile App Development Company

In a previous company ISO Interactive, I worked with Max (current CEO of SSI).  And I still do. Helping him with his new company to manage the user stories for the development team and communicate the voice of the customer within the Scrum process. 

That is a fancy way of saying I help maximize the value and convey the vision of the product to the development team and communicate the voice of the customer. Maybe that is the facey way of saying it ;-)

So, I make sure products work, flow, and spark in the right way. 

Converting customer pains and problems into actional user stories for fantastic products. 

Oh and I also run the proper introductions to stakeholders to drive relationships and make things happen. That is not really a Product Owner’s role but I enjoy connecting people and companies to actionable solutions.

Product Owner

ReturnClient

WHAT WE DO: ReturnClient Connects you Directly to Verified Clients.

WHY WE’RE DIFFERENT: We built a system that saved our company. It increased our meetings and the ability to close deals faster. So helping others as most professional services need less prospecting and more direct client conversions. 

SEE HOW IT WORKS: This is a good explainer video here https://www.youtube.com/watch?v=MooZ3uMarXQ . And you can also take a look at the Founder conversation on systems at https://www.youtube.com/watch?v=S2voV4MLAsA&t

READY TO TALK? We’re happy to brainstorm with you at no charge.  Schedule a quick conversation at https://go.oncehub.com/selectconsultation

ISO Interactive

WHAT WE DO: ISO Interactive provides award-winning software development solutions for traditional and emerging technologies including web and mobile apps, online systems, games, and the art to go with them: concept sketches, 2D illustrations, 3D environments, interfaces, video editing and production, and animations.

WHY WE’RE DIFFERENT: We are trusted, affordable firm that uses a shared resource model. That means we custom-build the team for your exact project specifications from our pool of over 100 proven, high-quality resources that we have worked with for many years. We know their strengths and match them for specific roles in your projects.

WHO WE WORK WITH: We work directly with clients, from startups to Fortune 500 firms, and with agencies too.

WHY WORK WITH US: We produce quality work, built from the ground up with careful polish in every detail. We provide direct client support and our clients always come first.

SEE OUR WORK: Some of our public work is listed in the Projects section below, complete with URLs.

READY TO TALK? We’re happy to brainstorm with you at no charge for the first session. Download our skills deck at www.isointeractive.com/pdf and schedule at www.meetme.so/TroyHipolito.

Founder & Problem Solver

Reflexis Systems

Redesigned business software for Fortune 500 clients. Projects ranged from proper UX flow to actual redesign of current and new features for Mobile and Tablet apps, Online Software, and Emails.

•	Restructured entire workflow to streamline and modernize software
•	Provided HTML templates for designed email variations

Senior UI / UX Designer

Cricket Wireless

Intermediate support to help organize and centralize 35 to 40 web and mobile app projects. Created a more agile approach, supported time/resource allocation, and created instructional documentation. 

This helped standardize project locations, status updates, and task communication. Projects included the rebranding and development of the central websites, mobile optimization, FCC and related compliances, campaigns, eCommerce, mobile apps and other company-related initiatives. 

•	Interfaced with several departments and several remote full-time project managers
•	Successfully managed or interfaced with over 30 projects simultaneously on multiple platforms
•	Developed partial agile workflow system with instructional documentation
•	Supported device testing for initiatives

Project Manager

Ryan Partnership

On this project, brands and exclusive events with prize systems were driven through Microsites, Mobile version optimized sites, Online Video, iPhone Apps, Android Apps, and Windows Mobile. Short run campaigns for current and new brands of candy consisted of millions of participants. They also incorporated standard social media tools with Facebook, Twitter, YouTube and other social avenues.

•	Worked with five different vendors simultaneously, both local and remote, to manage three Wrigley’s projects
•	Developed detailed UX documents, SOWs, project plans, and client-facing timelines
•	Developed detailed UX (User Experience) documents, SOWs (Statement of Work), Project Plans, and client facing Timelines.

Producer / Project Manager

💁🏻The Not-So-Boring LinkedIn Guy 🤷🏽‍♀️| LinkedIn Influencer | App Developer | Business Coach | LinkedIn Outreach & Event Management | Content Creation | Build Relationships w/High-Value Clients on Multiple Channels

Have you ever looked at LinkedIn & said “What the heck are people doing here? How can I make LinkedIn a major part of my strategy?”

Do I create a DM strategy, build email lists, or create a LIVE show or monthly event, how about content and posts?

You are not the only one. Previously, I’ve asked that, myself.

Let me tell you a little story... 

I am of mixed race. My mother is from Switzerland & my father is Filipino. My previous title was "Top Swissappino Game Designer in the World"

And I have been a CAD draftsman, proudly served in the US Army, creative programmer, UI/UX designer, PM, entrepreneur, & single father

Had an award-winning agency for gamification. I was lucky enough to develop & support interesting applications for both Fortune 500 companies & startups. From Harry Potter fan-based virtual world, & Xbox mobile app to Coca-Cola branded sites & applications

We were doing well & it all crashed. For the most part, the large companies stopped using agencies & brought projects in-house

We had to figure out something quickly

I reached out to a few colleagues that were doing well. They told me about building long-term relationships through LinkedIn & creating a daily process

Yeah, I was not that great in relationships. I was a terrible dater 😂. But over the years I began to understand🤔 So I took the relationship advice & systems experience and then combined them into a blended customized experience

Used what I learned & started THE TROY AGENCY💥

🤷🏽‍♀️  WHAT I CAN HELP YOU WITH
Build high-value relationships by helping you use LinkedIn effectively, create personal branding, & improve your human engagement

THE 3 AREAS OF SUPPORT ↓

👆🏼.  LinkedIn Consulting & Training. Get your bearings & get you moving

✭ Audit your LI profile
✭ Understanding your business goals
✭ Identify your ideal prospects
✭ Communicate properly
✭ Create a day-to-day routine


✌🏽. Linked To Sell Accelerator - A robust “Done For You/White Glove Service” 

✭ Profile makeover 
✭ Business strategy
✭ 1-on-1 consultation
✭ Personalized communications
​​✭ LinkedIn posts content & design
​​✭ Outreach, branding & bookings


🤟🏼. Manage Your LinkedIn Events - Drive business at scale

​​✭ Maximizing your engagement
​​✭ List management
​​✭ Value-driven pre-engagement via email
​​✭ Engagement via posts, group DMs
​​✭ Project & sponsor management
​​✭ LinkedIn Event & webinar setup
​​✭ Support on driving registrations


If you need to manage your LinkedIn efforts & drive appointments, or support your LinkedIn Events & even run your own revenue-generating system then let's talk

MY STORY:  A military veteran & single father. Love family & good people. I also enjoy connecting the dots, running proper introductions, & solving business problems for people like you.

I have an award-winning IT company (www.isointeractive.com) that helps hundreds of clients to make projects successful & special. Includes Gamification, Mobile Apps, Games, Virtual Words, Web Programing/systems. These are for large Fortune companies like Coca-Cola, Xbox, Target, Wrigley's, Harry Potter Fans, & smaller startups. 

However, most of our work came from helping other agencies. Then many of those larger clients stop using agencies altogether & started pulling talent in-house. This devastated the agency model.

So we had to learn how to date. Properly date for business - with LinkedIn. This is where our journey took us. It worked so well we started "The Troy Agency" & created... 

THE LINKEDIN ACCELERATOR SYSTEM. A "Done With You Program" (Outreach, Branding, & Booking)

👆🏼.  1 On 1 LinkedIn Coaching & Business Strategy 
- LinkedIn profile optimization
- Specific LinkedIn business goals
- Optimizing your daily process

✌🏽. Personalized Communications & Vetted Bookings
- Vetting bookings
- Customized social messaging campaigns
- Optimized warm email campaigns

🤟🏼. Social Media Posts for LinkedIn:
- Stylized Image Creation
- Original carousel/PDF designs for posts
- Video editing & creation 
- Engagement campaigns to drive interest

HOW I CAN HELP YOU & WHY WE ARE DIFFERENT: Manage a team of LinkedIn experts, business strategists, storytellers/writers, video editors, graphic artists, success managers, communicators, & appointment settings. 

Dedicated to vastly increasing your social network, professional exposure, number of relationships & sales interactions for your business.     

Combining LinkedIn coaching, human interaction, & customized systemS for your business.

You can have an entire marketing agency for the price of a good full-time local Virtual Assistant.

Thanksgiving as I see it is about family, time for reflection, gratitude, and in many ways, a chance to consciously separate work from our personal lives. 

I know, I know, we often blend the two – it's practically a lifestyle for many of us in the entrepreneurial space! 

I mean, I even wear the same Adidas style clothes. But that is because it's still cool! 😎

But when you really understand why we do it, it almost always comes down to family and the drive to support others.

This year, it's just my daughter and me, and that is more than okay.

 It's a genuine blessing. 

🧒🏻 She's doing wonderfully, bills are covered, our ⚙️ software SKOOP is growing, we're forging new 🤝 partnerships, 🧾 system project proposals are being sent out, and 🙋🏻‍♂️ clients are converting right here on LinkedIn. 

And if you need help, please feel free to schedule some time with me (my booking link is right on my LinkedIn profile).

It’s a powerful reminder of what truly matters and what we’re working towards. 🚀

I sincerely hope everyone has a fantastic Thanksgiving. There is always, always a plenitude of things to be grateful for, no matter the circumstances.


🤔 QUESTION: What are you grateful for this year? 👇✨


#Gratitude #Family #Thanksgiving

Be a winner. 

And sure, you're not going to win every fight, every client. But you can focus on being the absolute best version of yourself. 

★ It’s not about controlling every external factor – that’s impossible! 
But what you can control, with all your might, is how you respond to challenges and how you uplift and support your team. That’s where true leadership shines through. ✨

★ And sure, systems and partners help a lot. 
I mean, that is what we do with clients. Expecially on multiple channels, expanding your brand and providing value to your audience. 

★ When you achieve a win, big or small, remember it’s rarely just your win. 
More often than not, it’s a victory for your team, your family, or everyone you care about. It’s a ripple effect of positivity and shared success. 🚀

★ Just like my daughter, Alyeska, recently earned "Student of the Month."
Seeing her dedication and achievement was incredibly inspiring. If she can accomplish great things through focus and hard work, then you absolutely can too! Keep pushing, keep supporting, and celebrate those wins together. Have an awesome day! ✅

QUESTION: 
🤷🏻 What are your goals over the next week that are going to make some wins?

#Leadership #Teamwork #PersonalGrowth

I'm not a salesperson, but I know sales are the lifeblood of any business. That's why I focus on creating a "buying environment" instead of pushing sales. 🚀

It’s about showing genuine effort and building relationships. 


One powerful way to with new connections is to:

→ Use SKOOP (Skoop - Instant Video) with the sandwich method 🥪. 

This isn't about a long, boring message. It's a hyper-personalized video approach that takes about 2.5 minutes and converts six times better than those generic texts. 💥


Here's how that particular method works:

🍞 1. Bread (Context): A quick 2-3 line message thanking them for connecting and adding something specific to them. Think of it as the welcoming appetizer.

🥩 2. Meat (Content): A short video (30-60 seconds). Again, address them by name, mention specifics about their profile or recent activity, and finish with a humble call to action. My go-to is to mention my network and invite them to check my profile, then feel free to send their booking link if they like what they see.

🍞 3. Bread (More Context): Title the video with their name! This ensures they know it's made just for them. ✅

This technique demonstrates you're invested in the relationship, not just the sale. It’s personal, it’s efficient, and it works. 

Who’s ready to build their buying environment? 👇
And what more tips? 

Just follow or ask me directly. I am always open to a productive conversation.

#LinkedInStrategy #ClientAcquisition #SalesTips

Ever think about the ripple effect of genuine help? 
What if I told you helping the right people can convert your sales by 10X?

Would you help then?

When you offer assistance without expecting immediate payment, something incredible happens. 🚀


It breaks down walls and builds trust. Here’s what typically unfolds:

★ The first scenario: 
They take your advice, solve their problem, and walk away impressed. They won’t speak negatively about you, even if they can't afford your services right now. They recognize the value you brought. ✅

★ The second scenario: 
They solve their immediate issue with your guidance and then realize that in business, one solved problem often reveals two more. If they liked your approach, they're likely to hire you for those other challenges. It's about demonstrating capability and building rapport. 📈

★ The third:
Often, the most powerful scenario: If budget is a constraint but they truly appreciate your input, you can ask for a favor. This favor isn't a transaction; it's a referral. "Do you know anyone who could use this kind of help?" 🤔

★ And here's the strategic kicker: 
When someone else vouches for you, it carries immense weight. Your own claims might fall on deaf ears, but a trusted recommendation? That's pure gold. ✨

 It converts prospects into clients far more effectively than any self-promotion ever could. Building that referral network through consistent, valuable help is a long-term strategy that pays dividends.

QUESTION: 
🤔 How are you thinking about supporting your ideal client?


#ReferralMarketing #BusinessStrategy #ClientAcquisition

Creating Native videos vs. Skoop videos for LinkedIn communications

We’ve been working on our tool SKOOP for a while now, and every time we drop a significant feature, I get excited to share it!

We've heard you – not everyone wants to click away from LinkedIn to watch a video. 


★ So, we've developed a way to embed videos directly within messages, keeping prospects engaged right where they are. 

Building more authentic relationships faster isn’t just about sending a video; it’s about creating a full "sandwich" of connection: a compelling text introduction, your engaging video, and clear calls to action. 

This approach has increased my vetted booked business meetings from a 3% to 21% on a single LinkedIn message. 💥

You can create this valuable "sandwich" quickly. 

Create hyper-personalization by integrating your message context with video content that is truly easy to do and is human-made. 

You can even add a booking link directly to the video, streamlining the process for prospects to schedule a call. 

And for those who prefer the classic "just send the video" approach, we’ve just added that, just like how you would do it on your smartphone. 

The advantage of SKOOP videos is their versatility; they work everywhere, from LinkedIn messages to email campaigns.

We're not just stopping at better video outreach. 


★ SKOOP also scans your profile and content to help you generate posts that sound authentically like you, saving you valuable time. 


★  Plus, we've integrated a robust CRM, and we’re thrilled to announce our upcoming integration with FieldBuilt CRM! This means a seamless experience for managing your pipeline and nurturing client relationships.


Start building those deeper connections faster! 👇

#LinkedInSales #ClientAcquisition #VideoMarketing

SKOOP now has its first integration partnership with FieldBuild CRM 🤜🏻💥🤛🏾

This is video 11 on my SaaS journey, and it is always about the good, the bad, and the ugly. Just the raw truth about a LinkedIn business consultant producing his own software with partners and just bootstrapping it. 

No funding, no large sums of money - just developing a tool that solves particular problems, a lot of sweat equity, connecting the dots, and sheer willpower to contain my insanity. 🤪

And today out of the "good", "bad", and "ugly", we have something "good" to talk about:  🤝 Specifically, the power of integration (our first to be more specific).


We recently forged a partnership with the owner of FieldBuild CRM, Daniel McCraine. 

✅ FieldBuild is more than just a competent CRM platform with source code ownership. Allowing you can expand it and modify as needed. That structure automatically presents significant tax deductions is which is a much sought-after business goal.

✅ But one of the most important things is that it crucially provides detailed training to help users truly leverage its capabilities. People don't just want to save money via tax deductions with a CRM; they want to grow their clientele and make money from it. That’s where the training aspect really shines. ✨ You can demo it with the booking link in the comments 💬 below. 👇

We're integrating our own tool, SKOOP, with FieldBuild, bringing instant video capabilities directly into their CRM. This marks our first major integration partnership, and it's a foundational step that unlocks so much potential. 🚀


SKOOP itself is a powerhouse for LinkedIn and business development. It excels at three key things:

1️⃣ Instant Messaging: 
Converts LinkedIn DMs into clients with text and video. It's proven to be six times more effective, boosting my own vetted booked business meeting rate from 3% to 21% on a single message! 💥

2️⃣ Personality Cloning & Content Creation: 
It mirrors your writing style and pulls from your knowledge base to create content, making your communication authentic and consistent.

3️⃣ Built-in CRM: 
A simple, integrated CRM that will soon have a FieldBuild CRM integration component. 

This integration with FieldBuild is a game-changer. It's about creating a seamless experience where our video capabilities enhance their already powerful CRM. It shows how even seemingly small integrations can have a massive impact on driving success and creating tangible value for users.

We're always looking for new deals and new partnerships that can help us grow and serve our clients better. If you're interested in learning more about SKOOP or our integration capabilities, feel free to drop a comment or question below! 👇

QUESTIONS:
→ What are your thoughts on partnership integrations? 
→ What has been your experience? 💬

#BusinessDevelopment #Partnerships #SAAS

Just wrapped up a little Thanksgiving with my partner in crime, Alyeska (my daughter, and we don't do any crimes). 

We kept it simple – some ham, chicken, mac and cheese, and fresh green beans with a great sauce. 

It got me thinking about how we approach building better relationships. And that can apply to business, especially in the B2B and service sectors. 🚀

Wouldn't it be great to stop the constant "selling" environment, and start creating a "buyers environment"? 

It’s where people naturally gravitate towards those they know, like, and trust. 

Building that connection is key. When people feel comfortable and confident, they're more inclined to engage. ✅


🤷🏻 So, how do we cultivate that trust and positive environment?

★ 1.  Solve their problems or alleviate their pain points:
This is the foundation. Show them you understand their challenges and have the solutions. That is real value. And you can even break the types into a 3-Tier Value Structure©️.

★ 2.  Let them get to know you on a more personal level:
Sharing a glimpse into your world, like our simple Thanksgiving, builds rapport. It humanizes the professional.

★ 3.  Offer a fresh perspective:
This can be anything from a unique way to look at a solution to simply making them smile. It’s about adding value and a positive experience. ✨


This approach shifts the focus from pushing a sale to creating an opportunity for genuine connection and value exchange. When we support and motivate each other, the opportunities to build those buyer environments naturally increase.

Hope you’re all having a productive and inspiring week! 
And I am always open to a conversation (booking link on my LinkedIn profile). 


😊
Please feel free to share your own pics of good times or family moments in the comments. 👇

#ClientAcquisition #RelationshipBuilding #BusinessGrowth

Why we built a business software tool for LinkedIn first.

As a Linkedin business consultant, I simply saw a gap in the market on this platform specfically. On LinkedIn there are 2 main areas for doing busienss for consultants and B2Bs. 

That is the DMs (LinkedIn Direct Messages) and the content (ie. posts).

The DMs, for the most part stopped converting. 

So at one time, they converted really well, and then everyone used automation, like you said, automation or something, and they were just selling, selling, selling, and it became very saturated. 

And so there was an opportunity to personalize (or even better hyper-personalize). 💪🏼

We perviously created a server system that sent videos. It was very similar to the LinkedIn phone app and it sent out baked video. Baked video is like one video for everything through automation, and it worked a lot better. 

Then we looked at it for personalization and said, you know what, it would be great to have a tool right on top of your browser. That I can do a video, click a button, boom, send it, and also be great to store and have instant access to the predetermined most common message replies (that way we can start with the subject and make changes thus saving time and adding clarity).

💡 Personalization is the key to build relationships in today's saturated market. 

Finding ways to stand out and connect on a more human level can make all the difference. 

Are you leveraging personalization in your outreach strategies?

#Personalization #MarketingStrategy #LinkedInTips

Interview with Tanya Alvarez with PeerProgress AI

Troy from the Troy Agency builds systems and strategies for B2Bs and service-based professionals, along with AI sales-related tool, and is having an interesting conversation with Tanya Alvarez on her new AI venture, PeerProgress...

PeerProgress is an AI-plus-human accountability system that helps high-ticket coaching programs drive faster client wins, higher retention, and cleaner insight data—without adding work to the coaching team.

Interview with Tanya Alvarez with PeerProgress AI

5-Channels for business growth and attract high-value clients (a free guide). 

You've got a business, you're serving clients, and you're ready for more consistent growth? 

Let's be real, relying on just one or two channels can feel like playing a guessing game with your revenue. 🤷🏽‍♀️ 

What if you could build a predictable, steady stream of high-ticket clients, not just for 90 days, but sustainably?

That's exactly what we built the "90-Day PLUS Client Acquisition Program" to do for coaches, consultants, and B2Bs with premium offers. It’s about creating a system that puts your brand front and center where your ideal clients are, building trust, and ultimately driving sales. 🚀

Think about it: building your brand and creating steady revenue over 90 days on multiple channels. This isn't about chasing shiny objects; it's about strategic, multichannel outreach. 


We break down how to transform your approach across key areas:

★ Channel 1 – Your LinkedIn Personal Profile: 
This is your digital storefront. We'll make sure it’s SEO-optimized and crystal clear about whom you serve and the transformation you provide. It’s about attracting the right people and gently repelling those who aren't a good fit, saving you precious time. ✅

★ Channel 2 – Social Media Posts as Value & Sales Drivers: 
Consistent, engaging content is your magnet. We focus on creating weekly posts that offer genuine value, solve problems, and tell your story in a human way. This builds awareness, establishes you as an expert, and sparks conversations that lead to opportunities. 🔥

★ Channel 3 – LinkedIn Campaigns: 
We go beyond basic connection requests. This involves crafting targeted campaigns – connection requests, message campaigns to your existing network, and InMail for specific invitations like online events. The key is combining personalization with value to drive meaningful conversations. 👇

★ Channel 4 – Email: 
Still a powerhouse when used right! Not everyone lives on LinkedIn. We build strategies from LinkedIn-to-email bridges, warm re-engagement sequences, to strategic, segmented email campaigns. Your email list is an asset, and we show you how to nurture it for long-term client acquisition. 📈

★ Channel 5 – Virtual Events: 
These are incredible for building a loyal following, growing your email list, and creating opportunities for direct client conversions or setting up those crucial vetted meetings. Plus, you can actively engage with attendees and follow up with interested individuals. ✨


The free guide shows the importance of identifying your Ideal Client Prospects (ICPs) and developing your own proprietary "3-Tier Value Structure©️" to guide prospects from initial interest to becoming a high-ticket client. 💥

Dig into the guide and reach out if you'd like a conversation. 
My booking link is on my LinkedIn profile BTW :-)

#ClientAcquisition #B2BMarketing #Consulting

The 90-Day LinkedIn Client Acquistion Program Guide

Supporting Mitchell Tan 📮's post on his recent SaaS success. ↓

His team recently hit 500k ARR feels like a massive milestone, but the journey from thousands of 1:1 onboarding calls to obsessing over analytics has been a wild ride. 🚀

#PLG #StartupGrowth #Entrepreneurship

Kondo passed 500k ARR last month 📈

What has and has not changed since launch a year ago:

1. Early on, you had to do a 1:1 onboarding call to get access. I've done 1000s. It's still an option, but most self-serve. Don't do free trials anymore, so that leaves 10-15 calls / week with folks serious about our product.

2. Back then, we tracked activation by booking a follow-up call with users 1 month after signup. With ~100 weekly signups and ~1,500 customers, that's no longer realistic. So we've beefed up a lot on ANALYTICS and I now obsess over numbers like every proper PLG founder should (was slow to learn this 🫣)

3.  First 50 users came from outbound. Next 100 inbound from word of mouth. The next 1000 the same way. That's GREAT, but also a PROBLEM. We've tested a bunch of outbound and paid channels over the past few months, but still haven't cracked a scalable growth engine yet. Fingers crossed.

4. We grew our headcount from 2 → 3 by hiring Anastasia as our first employee. One of two best decisions I will ever make in life. Also brought on Gaurav as an advisor. Two of two. 

5. Still no plans to sell away chunks of the company to VCs. Not running a 🦄farm here. Trying to grow fast but profitably has been a great lesson because every $ we spend on something could be $ in our personal bank accounts (!!) so it better get us $ back fast (!!!). 

6. A year ago I would actively hunt for posts saying "LinkedIn's inbox is SOOO BAD HOW DOES ANYONE FIND ANYTHING IN IT." I don't do that anymore because folks now tag me on posts like that (thank you, friends 🙇‍♂️) so I just see where I'm tagged and run to the post and holler "Yo, I fixed it → trykondo.com" 

7. LinkedIn can still build a Kondo overnight with <10% of the resources they spent on Zip or Mini Sudoku but still has not. So, I am still here helooo 👋

8. Every time I read other startup founders' posts that start with "we hit 10m ARR in 3 months" I still feel sad because I realize I'm missing a few zeros : (  

Any advice for me for the road ahead?

Great case study from Ryan Seifert if you are a manufacturing company that needs to find ways not just to save money but to earn additional profits. 

Also, a good breakdown for fractional consultants. 

Great work, Ryan!

#fractional #manufacturing #casestudy

How adding AI in 4 weeks created a 120K per year cost savings.

- Faster quotes, smarter wins for the Manufacturing industry

- In this case study, we are talking about how the quoting process was holding back company growth.

- However, these techniques can be applied to so many aspects of your business.  

- For one Houston-based metal fabricator, it was a serious bottleneck.


Here’s a look at the challenges they faced and how we transformed their process:

THE PROBLEM: A Manual Quoting Bottleneck
As demand surged, their manual quoting process couldn't keep up. The team was dealing with:

➡️ Slow, Repetitive, and Error-Prone Data Capture: 
RFQs arriving as PDFs and drawings had to be captured manually.

➡️ Strained Estimating Team: 
High volumes of complex quotes created significant delays.

➡️  Misquotes and Rework: 
Re-entry errors and inconsistent formatting were costing them time and money.

➡️  Limited Visibility: 
It was nearly impossible to track turnaround times or identify overdue requests.


OUR SOLUTION: AI-Powered Automation
By partnering with Teric Technology, we implemented an AI-powered automation solution that streamlined the entire quoting process. 

The system automated PDF capture, intelligently extracted line items and material specs, and provided a real-time dashboard for full visibility.


THE WINS: Faster, Smarter, and More Efficient
The results were transformative:

✅ $9,200+ in monthly cost savings
✅ 4 weeks of custom development
✅ Automated RFQ creation directly from PDFs


This is a simple example of how strategic automation can turn a major operational headache into a competitive advantage. 

By eliminating manual work and providing clear visibility, the team can now focus on what matters most: winning smarter.

#AI #Automation #DigitalTransformation #Manufacturing

How AI saved 120k per year

LinkedIn is really old-fashioned dating, but for businesses. 

When the job market dried up, I learned something crucial about business development: it's not just about your portfolio, it's about you and your ability to build a relationship authentically. 🤝

I remember those early days, needing to find work, and jumping onto LinkedIn out of necessity. 

I quickly realized that no matter how impressive my work samples were, people needed to like me first. Turns out, I was a pretty awkward "dater" in the business world, trying to force connections too soon. 😬

So, I had to learn how to date, old-fashioned style. 

This meant getting to know people, understanding their world, and finding ways to support them authentically. 

We applied systems thinking to this "old-school dating" approach for business, and it changed everything. ✨


Here’s the breakdown of what that looks like in practice:

★ THE BUSINESS DATING FORMULA:

1⃣ Understand the "Dating Pool": 
Know who you're trying to connect with. What are their challenges? What drives them?

2⃣ Pre-Date Research: 
Just like in real dating, do your homework. Look at their profile, their posts, what they’re talking about. Find common ground.

3⃣ Value-First Conversations: 
Instead of pitching, focus on genuine conversation. Ask questions. Listen more than you talk.

4⃣ Offer Support (No strings attached): 
Find a way to help them, even in a small way, without expecting anything in return. This builds immense goodwill. ✅

5⃣ Build Rapport Over Time: 
Real connections aren't built in a single interaction. Nurture the relationship. Stay top-of-mind by continuing to provide value.

By treating business development like old-fashioned dating – with patience, genuine interest, and a focus on building trust – we were able to bring in clients. 

It’s about connection, not just conversion. 🚀

And of course, having a solid multichannel system to support that will help you get there. 

📑 We have a guide below in the comments 💬 with a few ideas 💡↓

🙋🏻‍♀️ QUESTION:
What’s one way you’re currently building authentic connections in your business?

#businessdevelopment #relationships #networking

The fastest way to achieve any monumental goal is to find a pack or a group that's already doing what you want to achieve. 

This goes for B2B services as well as SaaS products. 

Although my main business is creating sales and relationship systems for B2Bs and service based professionals (coaches, consultants, sales etc...), when I founded Skoop - Instant Video, trying to scale that solo feels like hand-to-hand combat. 

Although our SaaS is a tool for our main consulting business - it is in fact an entirely different business modle in itself.  As selling low cost software tools you need volume. 

😅 My SaaS product, SKOOP, and it is still in the early days. The one-on-one onboarding calls is absolutely crushing me (although I still do that as it can lead to partnerships). But it is just meeting after meeting (for now), diving into the nitty-gritty details.

At $47 a month, some people would question the cost. But I'd always flip it back to them: "How much is one client worth to you?" Especially when our tool can boost conversion rates about six times better. That's the kind of ROI that makes even a small monthly fee disappear. 💥

The fastest way I've discovered to hit those monumental goals? 

Again, find a pack, a group that's already doing what you want to achieve. 

This was a massive lesson for me. By connecting with other small yet growing SaaS products for integration (I had what they were missing mentality) and resellers partners those right people understood out journey. 

Working in this way allows us to see the direct path forward for SKOOP. It wasn't about reinventing the wheel, but about learning from those who had already mastered the road. 🚀

This is why I'm so passionate about sharing actionable strategies and insights. We're always looking for ways to maximize conversion and streamline growth. It's about the  smarter, not just harder working route (when possible).


Here’s what I’ve learned from seeking out those who’ve walked the path before:

✅ Observe their strategies:
 - What channels are they using? 
 - How are they engaging their audience?

✅ Understand their challenges: 
What roadblocks did they face, and how did they overcome them?

✅ Adapt their successes: 
Not everything will fit, but what can be customized for your unique business?

It’s about continuous learning and building momentum. 
You don't have to go it alone!


How have you leveraged the success of others to propel your own goals? 
Let me know below! 👇

#BusinessGrowth #SaaS #Entrepreneurship

How 90 days can make a major impact in your business, health, and relationships.

Business goals often feel like trying to hit a moving target 🎯 

And that is because it is!

You set a plan, things shift, and suddenly you're off course. I used to feel that way until I learned the power of a focused timeframe.

The "why" behind a 90-day sprint for business strategy isn't arbitrary. That is why we built it into our "90-day PLUS Client Acquisition Program," as it supports clients to thrive here on LinkedIn.

It’s that sweet spot where you can make a real, tangible impact without getting lost in the weeds. Think of it like training for a marathon. You wouldn't just wake up and run 26.2 miles, right? You build up to it in manageable chunks. 🏃‍♂️


Here’s why 90 days becomes your business’s secret weapon...

★ THE 90-DAY ACCELERATOR (applies to a lot of things):

1️⃣ Impactful Progress: 
In 13 weeks, you can fundamentally change the trajectory of your business. It's enough time to see real results, not just busywork. ✅

2️⃣ Avoid Derailed Plans: 
Five-year plans? For most businesses, by year two, they’re dusty relics. The rapid pace of change means we need agility. 90 days keep you nimble. 🤔

3️⃣ Gain Traction & Revenue: 
This focused period is designed to get you moving, building momentum, and importantly, boosting your bottom line. 🚀

4️⃣ System Sustainability: 
Our 90-day programs, for instance, lay the groundwork. We do the heavy lifting, implement the systems, and then ensure they keep running smoothly for a full year. It’s about building a lasting engine, not just a quick fix. ✨

It’s easy for emotions to dictate business decisions, but a structured, time-bound approach brings clarity. When you commit to a 90-day push, you’re not just setting goals; you're creating a powerful engine for growth. 💥

This is why we see clients achieve so much in such a short period. It's about focused effort, consistent action, and seeing what’s possible when you stop chasing distant horizons and start mastering the immediate journey. ⭐

And honestly, once you’ve experienced this kind of focused momentum, you’ll wonder why you ever tried to do it any other way. 

It’s about making measurable progress consistently. 👇


Let's talk about what a 90-day push could look like for YOUR business.

#BusinessStrategy #GrowthMindset #90DayPlan

Creating a 1-page portfolio design and why it is so important for your business. 

Recently, we have updated our 1-Page PDF. Feel free to download it if you like it.

And we used some older artwork of projects and a few screen captures of current ones, then a simple Canva design template. 

The update took 45 minutes. The original may be 2 hours total-ish 💁🏻‍♂️

A 1-Pager has several advantages. 

✅ Tells an entire story on a single page. 
✅ Easy to understand in a short amount of time.
✅ Visually impressive.
✅ Separates you from your competition (more memorable)
✅ Portable as it can be emailed, text to a phone (would convert to a PNG), sent by link, like a file on a Google Drive, and of course, looks gorgeous as a printed piece. 

Here is a bit of info about this particular PDF portfolio:

1️⃣ One showcased project is SKOOP (Skoop - Instant Video). This video sales and relationship tool for LinkedIn, with built-in content creation that clones your personality and an integrated CRM, is just the latest chapter. ✨

Before SKOOP, we dove into some seriously cool projects. 

2️⃣ Remember ISO Interactive? That was our gamification website before the rebrand. We're currently working with The Troy Agency and have tackled specific client projects for high-end coaches and consultants, too.

3️⃣ We've had the chance to work with big names like Coca-Cola, Candy Sports (Xbox Mobile), Skittles, and about 15 different virtual worlds. It's been incredibly fun building everything from websites and designs to full-scale applications and sales systems. 🚀

4️⃣ A big focus has always been developing comprehensive LinkedIn systems designed to drive business and meticulously track conversations. It’s about creating real connections and tangible results.


🤔 QUESTION:
What do you suggest when showing off a portfolio that is unique and helps you convert prospects into clients? Please share your experience ↓


#LinkedInStrategy #BusinessGrowth #VideoMarketing

The 1-Page PDF Design

Sales funnels can feel messy, especially for big B2B offers. The truth is, people rarely buy after seeing you just once. They need to see you in multiple places before deciding. 🤷🏻

Here are 5 channels that work together to drive clients:

✨ LinkedIn Personal Profile: Your foundation. Show expertise & value.
✨ Social Media Content: Engage & educate to build authority.
✨ LinkedIn Campaigns: Proactive outreach to build relationships.
✨ Email Marketing: Direct communication & nurturing.
✨ Virtual Events: Connect, showcase, and facilitate interaction.

This multi-channel approach builds trust and amplifies your message.

#B2BMarketing #SalesStrategy #DigitalMarketing

View newsletter: Interesting People and Things

Sales funnels are what we call "messy in the middle." It is rarely a direct path from the top of the funnel, middle to make a decision, and end to pur

Open article: 5 Channels for B2B and High-Value offers that surprisingly support each other 🤷🏻 by Troy Hipolito • 4 min read

5 Channels for B2B and High-Value offers that surprisingly support each other 🤷🏻

George Kriza Interview on The Troy Show

Aspects of a business consultant that move the needle

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Troy Hipolito

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