News, views and tips from the world of marketing automation. Learn what’s going on with vendors such as Marketo, Hubspot, Pardot, SharpSpring, Keep, Act-on and many more. Mike and Hannah discuss the latest from marketing automation vendors and analysts, providing context to the newest features, latest tools and regulations that impact marketing automation professionals. They also share tips on how to improve your marketing automation campaigns.
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Welcome to Marketing Automation Quick Tips, the show where I ponder all things marketing and automation related and give actionable advice for your business in under 5 minutes.
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Actionable marketing automation strategies and tactics from industry practitioners for B2B SaaS marketers. marketingautomation.fm
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All Systems Go! Marketing Automation and Systems Building with Chris L. Davis
Chris L. Davis: Marketing Automation Expert
Looking to go deeper with marketing automation? Join Chris L. Davis from Automation Bridge reveals strategies how to properly implement marketing automation to scale your business without exhausting yourself. Listen and learn proven principles, discovered by working in fast scaling marketing and technology startup environments, that will save you from making common mistakes and traps many entrepreneurs fall into. Since 2012, Chris has coached hundreds of small businesses and consulted with s ...
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Ik ben online marketeer en een introverte ondernemer. Online Marketing hoeft geen schreeuwerige aangelegenheid te zijn, maar door het op jouw manier te doen, bind je ook de mensen die jij het liefste helpt. Laat me je er meer over vertellen in mijn audio's.
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Podcast about how to run an effective RCM company, focusing on medical billing lead generation, RCM automation, technology, data, and analytics, including artificial intelligence for RCM. We also cover general medical billing management consulting and scalable process design. Written versions of these podcasts are typically available on our blog at https://voyanthealth.io/blog.
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Pivot 2 Thrive Podcast: CRM, Business Automation & Marketing for Business Growth
Dr Priya Jaganathan
Welcome to the Pivot 2 Thrive Podcast, hosted by Dr. Priya Jaganathan, founder of Pivot 2 Thrive and creator of the POWER PIVOT™ Framework. This podcast is designed for business owners and entrepreneurs who want to take control of their operations, supercharge their marketing efforts, and drive sustainable growth through strategic CRM and business automation. If you’re ready to scale your business with actionable strategies that combine CRM, automation, and marketing, tune in to the Pivot 2 ...
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If you are suffering through the 9-5 and want to break free, join me in my journey to affiliate marketing mastery as I share the lessons I learn along the way. For more info visit passiveautomation.com.
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Medical Billing Fractional Executive - Examples
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13:25Medical Billing Fractional Executive - Examples
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Salesforce Summer Updates, Partner Tools and AI Workarounds
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15:18In this episode of the Marketing Automation Moment Podcast, Hannah and Mike explore the latest trends in partner marketing automation platforms, featuring insights from Forrester’s recent report. They also break down Salesforce’s Summer ’25 release and what it means for marketers. The conversation continues with Microsoft’s new email marketing rest…
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Mdical Billing Fractional Executives
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Don't Waste Half Your Medical Billing Marketing
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Do You Need a Medical Billing Marketing Manager
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14:09D You Need a Medical Billing Marketing Manager
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RCM Reporting - Different Ways to View Things
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10:01RCM Reporting -Different Ways to View Things
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RM Process Documentation -Why So Bad
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RCM Process Documentation - Part 3
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RCM Process Documentation - Part 2
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Offshoring Success vs Failure
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Offshoring Keys to Success w Details
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Leadership and Culture Issues in Medical Billing
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8:28Leadership and Culture Issues in Medical Billing
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Future of RCM is Not Services
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Navigating the Evolving Landscape of Marketing Automation Tools
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15:57In this episode of the Marketing Automation Moment podcast, Hannah and Mike discuss exciting developments in the marketing automation space, including ActiveCampaign's partnership with Wix, and HubSpot's acquisition of Dashworks, an AI company that enhances internal document search capabilities. The conversation further explores HubSpot's commitmen…
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Episode 74: The Power of Simplicity: Dakota Ruth's Guide to Scaling Your SaaS Business
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54:15Episode 74: The Power of Simplicity: Dakota Ruth's Guide to Scaling Your SaaS Business Welcome back to another inspiring episode! Today, I sit down with Dakota Routh, founder of Agency Support for High Level, multi-time SaaSpreneur, and my mentor where he shares his incredible life story, from his disciplined military background to building multi-m…
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What is EOM reporting that closes after the end of the month? Why do people still do this and why is this no longer a good solution? Listen to find out a modern data and reporting way of doing things that works much better.
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Everyone focuses on getting clients paid faster, but what about your company getting paid by your clients? All RCM companies have had issues not getting paid or having to chase clients. We will take you through everything you need to know to have all your client invoices created, sent, paid and in your bank account - in 10 days.…
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Episode 73: Building an Empire Brick by Brick—Linna Reakes’ Inspiring Journey from Migrant Nurse to Property Investment Leader
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1:02:38Episode 73: Building an Empire Brick by Brick—Linna Reakes’ Inspiring Journey from Migrant Nurse to Property Investment Leader Welcome back to another inspiring episode of Pivot to Thrive! 🚀 Today’s episode is extra special: Dr. Priya Jaganathan sits down with Linna Reakes, Founder and Director of OMR Properties, to explore her powerful story of re…
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Why is So Much Work Pushed Back from India to the US?
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7:32Your medical billing operations team thinks something is being done offshore and suddenly it comes back or there are constantly questions or clarifications. Holdups, delays, problems that keep work from getting done or impact on client performance and productivity. Why is this happening and what should you do about it?…
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Red Flags Rule - Are You Vulnerable To A Huge Lawsuit?
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5:50What is the Red Flags Rule? Are medical billing companies subject to it? How big a deal is it, what are you risks, and the impact if you have a problem? What should you do to make sure you don't have a giant financial liability? We'll walk you through all of this and you may be shocked at what you need to change to avoid a major problem.…
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Should your company cold call in order to generate leads and new sales? We'll walk through whether it works and specific steps to take to maximize results.
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Amid all the hype around AI in healthcare RCM, there has been relatively little discussion around the challenges, or more specifically warnings about true adverse effects. Learn about how AI behaves including lying. You'll be shocked. And then we'll tell you what to do.
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eCW Data and Reporting - A Real Problem Case Study
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4:42Some PMS and EHR are better than others on reporting and data access. We'll walk through a few things that make some better than others and go through a specific use case regarding eCW and why it is so problematic for most users.
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Challenging Attribution, Repurposing Content, and Elevating Email
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13:29This episode dives into the challenges of attribution in marketing, the benefits of content repurposing, and what’s new in Salesforce’s spring AI updates. Mike and Hannah also cover Marketo’s improved email designer and share a quick tip on boosting engagement with more creative CTAs. About Napier Napier is a PR-lead, full service marketing agency …
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RCM Analytics vs Data Warehousing - What Do You Need?
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6:32Most people just assume they need analytics. But what if I told you that might not be what your company needed right now? We'll walk through some scenarios on medical billing companies and their need for data-driven answers, how to get them, and what they really need right now. We'll also cover some other important factors like who you need in your…
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Improve Profitability: Medical Billing Sales Contracts and SOWs
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8:45What to improve you profitability? It starts in your RCM marketing and sales and most people don't think about contracts and statements of work (SOWs) and how they impact on client satisfaction, retention, and profitability. We'll take you through exactly what you need to do and why to ensure you have satisfied clients, keep them long term, and inc…
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AI is so hot right now. Everyone is feeling the pressure to implement it or be left behind. But what do you do? We'll walk through what you need to do to get real value, specifically return on investment (ROI) out of any medical billing AI.
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No Good Positioning or Differentiation Available? Do This
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8:33What do you do if you don't have good options for positioning and differentiation of your company in your medical billing marketing? You can't just go without it or you'll waste tons of money on unsuccessful campaigns. In this podcast we'll discuss why this might be the case, and what to do if this is where you're stuck.…
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Re-Evaluating Marketing Automation: Are You Using Your Platform to Its Full Potential?
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17:00In this episode of Marketing Automation Moment, hosts Hannah Wehrly and Mike Maynard discuss why so many companies are reconsidering their marketing automation platforms and whether they’re truly using them to their full potential. They explore the rise of AI driven sales tools, market growth trends, and how businesses can get more from their exist…
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No Good Targeting Options in Medical Billing Marketing? Do This
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7:52We've discussed the importance of strategy and targeting in particular in success in medical billing marketing. But what do you do if you don't have any good options? We'll discuss some scenarios you may find yourself in, as well as what you can do to solve this for successful lead generation campaigns.…
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In a prior podcast we talked about how to develop medical billing KPIs. In this one, we'll get really detailed and walk through how to break down company and operational goals and put them into KPIs that you can track and improve upon. We'll also give you a framework for how to evaluate if a KPI you have developed or selected is good.…
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Player: "How do we win more games, Coach?" Coach: "Score more points than the other team!" It is confusing, because sometimes these consultants' articles or vendor white papers are really detailed and seem like we should be learning something. But are they really actionable on how to improve your medical billing or just vague platitudes, and how ca…
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What does data integrity mean - basically can you trust the information in your system or systems? Medical billing data isn't complex, but if you can't trust the numbers, or worse your clients can't trust you because of your numbers, now what? Is this just a reporting problem or something much deeper? What practice management systems have a problem…
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If you want medical billing KPIs, how do you create them? We'll dive into whether you should use HFMA or MGMA or similar types of metrics. You'll be surprised at our approach, because it throws out conventional wisdom, but will result in much more success for your organization.
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I'm a huge proponent of medical billing AI, RCM automation, and all things technology. But what are you hoping the technology will do...magic? We'll discuss what is are realistic expectations for medical billing technology, and a sustainable and realistic approach to implementing medical billing automation and AI.…
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Episode 72: The Hidden Cost of Too Many Tools—How to Simplify & Scale Your Business with Smart Automation
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18:14Episode 72: The Hidden Cost of Too Many Tools—How to Simplify & Scale Your Business with Smart Automation Welcome back to another powerful episode of Pivot to Thrive! 🚀 Today, we're tackling a major problem many business owners face—managing too many disconnected tools and subscriptions that drain time, money, and energy. If your business is runnin…
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Your marketing is working, yay! Medical billing leads are starting to come in and what do you do with them? This is solidly sales, but is critical to your success. We'll walk through a specific scenario recently encountered by one of our clients and tell you what specifically you should do maximize your changes of closing the deal.…
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There is so much investment in AI right now. Microsoft investing $80 billion, Google $75 billion - is this just real, just hype, or dare I say it...a bubble? We'll discuss how it relates to medical billing AI and what you should do.
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Episode 71: Why Webinars Are the Ultimate Tool for Business Growth & Sales
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16:53Episode 71: Why Webinars Are the Ultimate Tool for Business Growth & Sales Welcome back to another game-changing episode! Today, we dive deep into the power of automation, systems, and CRM strategies with Dr. Priya Jagannathan, a certified CRM consultant and business automation expert. If you're feeling overwhelmed by an endless to-do list, struggl…
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The annual HBMA Innovation Conference is next month. I'll discuss the sessions and speakers, as well as whether you should attend based on your goals.
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There were a couple ads for AI during the Superbowl from titans of technology. And both went really badly for different reasons. We'll discuss what happened and what it means for the use of AI in revenue cycle management.
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Episode 70: Migrant to Millionaire - A Migrant’s Journey to Thriving in Australia
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35:58🎙️ New Podcast Episode Alert! 🎙️ 🌟 Episode 70: Migrant to Millionaire - A Migrant’s Journey to Thriving in Australia What if a simple childhood dream could shape your entire future? 🚗💭 In this episode, Krish Ravi Patti shares his incredible journey from a young student in Hyderabad to a successful business owner in Australia. He opens up about the …
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NEVER Use This Word in Medical Billing Marketing
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7:32Most medical billing companies find marketing and sales to be difficult. Part of this problem may be due to their messaging, which incorporates positioning and differentiation (or it should). But what happens when this is done badly? What words should you avoid using that will all but guarantee failure in the market? And what is the absolute #1 wor…
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Episode 69: How AI is Transforming the VA Industry – Why Now is the Best Time to Start
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45:08🚀New Podcast Episode Alert!🚀 Are you ready to break free from the 9-to-5 grind and build a thriving career as a virtual assistant? In this episode, Dr. Priya Jagannathan, a business automation expert, dives deep into the strategies and tools that can help you turn your passion into profit! Here’s what you’ll discover: 🔹 Why virtual assistance is th…
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AI is all the rage, but is the ecosystem is evolving incredibly rapidly. Generational AI was the hot subject, but where is this all going? We'll discuss what Agentic AI is and how it fits into medical billing and with other types of AI. Then tell you what you should be doing now.
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How To Set Your Medical Billing Marketing Budget
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7:25Oddly enough, I don't often get this question, but I should. People ask what we charge instead of asking... You'll have to listen to this podcast to find out what people should be asking. I'll walk you through a process that will help you set a marketing budget if you don't already have one. And help you figure out if the budget is the right one fo…
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What are common KPIs for acquiring a medical billing company? Should you use them? What is the #1 KPI you should use in evaluating an RCM acquisition? In this podcast, we'll go through all of this and you'll get my closest kept secret for RCM M&A.
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Episode 68: Copywriting in The AI Era Why Human Creativity Still Wins with Scott Bywater
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50:23Episode 68: Copywritting in The AI Era Why Human Creativity Still Wins with Scott Bywater Welcome back to another exciting episode! Today, we have the privilege of speaking with Scott Bywater, a seasoned copywriter with over 20 years of experience working with clients across the globe. In this episode, Scott shares invaluable insights and practical…
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Is social media marketing a good investment for medical billing companies? We'll talk about goals for this channel for marketing, whether it is likely to success, go through a specific example of a company dealing with this determination, what I recommended, and what you should do to determine if this is a good channel for your medical billing serv…
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Part 3 of a comprehensive discussion around medical billing pricing, including pricing models, factors that influence pricing, trends, and forecasting future pricing. We even include some things rarely considered that are critical to pricing effectively and profitably. This is so long we needed to break it up into 3 parts. Spoiler - there will even…
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