Tanner dives deep with David Askvig, a talented drummer and now a burgeoning force in the RevOps consulting world. David shares his journey from working in director-level RevOps roles to starting his own consulting business, navigating the complexities of freelancing with multiple clients, and his perspective on the crucial role of CRM systems in creating seamless customer experiences. His story is a compelling narrative of transition, highlighting the importance of flexibility, courage, and the strategic application of skills in the evolving landscape of RevOps and AI.
Timestamps and Chapters:
[00:40] Introduction: Tanner welcomes David Askvig, setting the stage with David's unique background and his recent venture into consulting.
[01:07] David's Transition into Consulting: David shares his journey from a drum room to the consulting world, emphasizing the blend of work and passion.
[02:01] Balancing Freelancing and Client Management: Insights into managing multiple clients and the benefits of a flexible work style.
[02:59] The Genesis of David's Consulting Career: David recounts his decision to start consulting, inspired by a project transitioning an HR software company to a CRM system.
[04:34] The Importance of CRM Systems: A deep dive into David's first major project and the realization of the need for CRM in businesses.
[06:23] Making the Leap to Freelance Consulting: David discusses the leap to full-time consulting, supported by peers and the allure of diversified income sources.
[07:03] Confidence in Consulting: The role of feedback and self-assessment in making confident career shifts.
[08:42] Building a Consulting Business: David emphasizes the significance of project documentation and understanding past achievements to guide future endeavors.
[10:18] Defining RevOps: David offers his take on RevOps, focusing on the integration and alignment of marketing, sales, and customer success teams.
[13:00] Utilizing CRM to Break Down Silos: How CRM systems like HubSpot facilitate cross-functional collaboration and enhance customer experiences.
[15:09] First Steps in Eliminating Business Silos: David advises on visualizing processes and documenting the customer journey as foundational steps.
[18:11] Examples of Impactful RevOps Projects: Sharing success stories from his consulting practice, including overcoming challenges and streamlining operations.
[22:43] The Future of RevOps and AI Integration: David contemplates the evolving role of AI in RevOps, emphasizing the need for foundational processes.
[25:52] Personal Reflections and Advice: Encouraging boldness in career decisions and the importance of niche specialization in consulting.
[29:12] Closing and Contact Information: How to connect with David for those interested in diving deeper into the world of RevOps consulting.
This episode provides a rich narrative of personal growth, the strategic mindset required for successful consulting, and a forward-looking view on the integration of AI in RevOps, making it a must-listen for anyone curious about the intersection of technology, marketing, and customer success.
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