Shows
Across the FunnelEp # 170: Preventative AI: Replacing Approval Bottlenecks with Guardrails ft. Kyle Racki (Co-Founder & CEO, Proposify)In this episode of Across The Funnel, Adil Saleh sits down with Kyle Racki, Co-Founder and CEO of Proposify, and Proposify to explore why proposals remain the “digital handshake” in mid-market and enterprise sales, what teams actually buy proposal software for (speed, consistency, fewer errors, better buyer visibility), and how this category is evolving alongside contracts, CPQ, CLM, and digital sales roms. Kyle shares how Proposify navigated SaaS market cycles, moved from early scrappiness to raising capital, then returned to a profitability-first operating style, plus why adding products matters when markets are big but not infinite. He and Adil also...
2026-01-0848 min
Breaking B2B - SaaS Marketing and B2B Marketing Podcast#463 I Analyzed 1M Sales Proposals, Here’s How to Craft Proposals That Close📞 Wanna use SEO and GEO to generate revenue? Book a call here: Book a call► In this episode Sam probes Founder Kyle Racki about his take on sales proposals and what we should be doing to up the win rate of B2B/SaaS deals.Kyle shares:👉 His secrets learned from dissecting 1M+ proposals!👉 How to avoid stepping on the rakes that are killing your B2B opportunities👉 How to build knockout proposals that consistently close deals👉 Where marketing helps, & where it really doesn't!⁉️ ...Plus, are sales proposals ev...
2025-11-0335 min
The Remote Work Tribe PodcastThe Remote Work Tribe Podcast: Kyle RackiIn this episode of the Remote Work Tribe podcast, we chat with Kyle Racki, Co-Founder and CEO of Proposify. We talk about his journey as a founder, leadership and coaching strategies, the importance of having the right people in the right roles, AI, and more.Episode Timestamps:What is the most exciting thing Kyle is doing right now? (0:32)How has his role as a co-founder evolved? (1:20)What led Kyle to delegate less and jump back into the business? (2:46)How did COVID and the tech boom impact Proposify's growth? (4:46)Knowing what he knows today, what would...
2025-05-0139 min
Remarkable Regional BusinessKyle Racki - ProposifyRemarkable Regional Businesses - Episode 22
Guest: Kyle Racki
Business Name: Proposify
Website: https://www.proposify.com
LinkedIn: https://www.linkedin.com/in/kyleracki
Topics Covered
/ The Journey of Proposify
Kyle Racki shares how he transitioned from a freelance designer and agency owner to the founder of Proposify. He talks about the early frustrations of creating proposals manually and how that led him to develop a SaaS solution that streamlines and improves the proposal process for businesses.
/ Building and Scaling a SaaS Business
Proposify started as a small, bootstrapped venture...
2025-03-171h 04
UpYourStackEpisode 19 - Proposify In Episode 19 of the UpYourStack Podcast, host Noah Berk, Co-Founder of OBO, interviews Kyle Racki, Co-Founder and CEO of Proposify, an all-in-one platform with features designed for your sales team to improve how you create, send, track, and close proposals, quotes, contracts, and other sales documents. Proposify helps thousands of businesses get control and visibility into their proposal process, delivering an incredible buying experience for prospects while streamlining the sales reps' workflows. No more reinventing the wheel every time a proposal goes out the door and no more bottlenecks that slow the entire process down. Proposal insights and seamless C...
2024-11-1828 min
LevershipUnlock Business Growth While Staying Flexible: Here's How Summary In this conversation, Matt Symes and Kyle Racki discuss strategies for appointment-based businesses to better meet customer needs, emphasizing the importance of flexibility, capacity management, and understanding customer demand. They highlight the significance of creating a business model that allows for profitability while being responsive to customer requests. The discussion also covers the need for businesses to prioritize customer experience and retention, as well as the role of leadership in identifying and solving core business problems effectively. Takeaways Understanding customer needs is crucial for appointment-based businesses. Flexibility in scheduling can enhance customer satisfaction. A business model should be resilient a...
2024-10-3119 min
SaaS Interviews with CEOs, Startups, FoundersFounder stuck at $8m revenue, burning $400k/month shares Profit and Loss, How he turned things around with Proposify CEO Kyle RackiProposify launched in 2013 and grew to $6m revenue by 2019 before things got scary. The business was burning $400k/month, product started to stall, and a layoff was needed. How did CEO Kyle Racki announce the 25 person layoff? Is the company profitable today? Are they growing again?
2024-10-2920 min
Dial it inS3 Ep03 Leadership Lessons: Kyle Racki on Managing Growth, Layoffs and Company CultureIn this episode of Dial It In, Trygve Olsen and Dave Meyer have a conversation with Kyle Racki, the CEO and co-founder of Proposify. They explore various themes including the importance of the fourth quarter for business optimization, Proposify’s integrated CRM features, and the benefits of machine learning for proposal management. Kyle reveals Proposify’s journey from idea to a leading SaaS company, emphasizing the value of exceptional customer support and the introduction of Proposify Automations. The episode also covers challenges like technical debt and layoffs, alongside insights on predictive AI, automation in business operations, and maintaining brand cons...
2024-10-2443 minLevershipThe Truth About Cashflow for Small Businesses In this episode, Matt Symes and Kyle Racki discuss the critical importance of cash flow management for small businesses, particularly those run by technician founders. Matt emphasizes the common pitfalls of neglecting cash flow, the significance of invoicing and accounts receivable, and strategies to improve cash flow. The discussion also covers the challenges of client payments and the necessity of building financial health for sustainable growth. Takeaways: Many small business owners neglect cash flow management. Understanding the cash equation is crucial for business success. Invoicing processes can significantly impact cash flow. Cash flow strategies must evolve as the business scales. A...
2024-10-1619 minLevershipWhat Working With the Right Client Fit Can Do for Your BusinessMatt Symes and Kyle Racki discuss the importance of attracting the right clients for businesses. They explore a simple exercise to assess your current client base and discuss how to evaluate if clients are paying the right amount for your services. Matt provides insight on how to qualify your potential clients in order to filter out poor fits and leverage referral networks to make mailbox money. Takeaways: It is important for businesses to attract the right clients who pay the right amount off the service. Conducting a customer analysis can help identify the top a...
2024-10-0814 minLevershipThe Strategic Map to Building a Highly-Effective TeamIn this episode, Matt Symes and Kyle Racki discuss the importance a high-performing team can make in driving a business’ success. They highlight the challenges of finding and retaining the right people and emphasize the need for a clear understanding of the skills and competencies required for each role. They also discuss the importance of strategic thinking and prioritizing the most critical issues in order to drive business growth. Takeaways: Building and managing effective teams can do wonders for business success. You need to map out the skills and competencies you need t...
2024-10-0218 min
Leadmore PodcastThe Art of Sales Proposals with Kyle Racki - Episode 118Today, we uncover the secrets to winning more deals, closing more sales, and ultimately making more money. Joining us is Kyle Racki the CEO of Proposify.His platform has sent over 10 million proposals and today he’s sharing actionable data and tips. Whether you’re an entrepreneur, a leader, or anyone responsible for sales, you won’t want to miss this!Show notes:00:00:00 - Introduction: Winning More Deals00:01:30 - The Importance of Sales for Entrepreneurs: Discussing common feelings about sal...
2024-08-0142 min
saas.unbound3 pillars of moving SaaS up market: product, pricing and positioning with Kyle Racki @Proposifysaas.unbound is a podcast for and about founders who are working on scaling inspiring products that people love, brought to you by https://saas.group/, a serial acquirer of B2B SaaS companies. In episode #32, Anna Nadeina talks with Kyle, Co-Founder and CEO at Proposify, the online proposal software that gives you the control and visibility you need to better manage your sales document process.Subscribe to our channel to be the first to see the interviews that we publish twice a week - https://www.youtube.com/@saas-group Stay up to...
2024-07-0147 minLevershipSpeak a Bold and Powerful Future Into Existence. An Interview with Jeff Dudan of Homefront BrandsIn this episode of Levership, Kyle Racki talks with Jeff Dudan, a published author, Forbes contributor, host of the On the Homefront podcast, and founder of Avanta Clean and Homefront Brands, and the Dudan Group. During this conversation, we will cover topics such as Jeff Dudan’s journey, including his fusion of technology and traditional businesses, how he got started in private equity, and his lessons learned on the TV show, Undercover Boss. Takeaways The first two questions you need to ask yourself when you start a business: Who is the customer and what...
2024-03-0846 minBreaking B2B - SaaS Marketing and B2B Marketing Podcast#365 How To Start and Grow a B2B SaaS (to $8M+)► B2B SAAS GROWTH PLAYBOOK!Sam talks to Kyle Racki, Co-Founder @ ProposifyThey cover:👉 How to find a problem worth solving👉 First steps to building a SaaS👉 How to know if its the right thing to build👉 Kyle’s learnings from mistakes made👉 How to get your first 10+ customers👉 Main growth levers to hit $1M then $7M +👉 Marketing secrets learnt📌 Kyle Racki📢 LinkedIn🔗 Web link======================The show is brought to you by... RevenueHero — 3X you...
2024-02-1254 minLevershipUnlocking High PerformanceJoin Matt Symes and Kyle Racki as they dive deep into the nuances of leadership, performance, and organizational growth. From the significance of clear direction to the dangers of micromanagement, our guests unravel what it takes to build high-performing teams. With insights into the role of technology like ChatGPT in coaching and the essence of intrinsic motivation, this episode is a treasure trove for leaders and aspiring changemakers. Discover strategies to enhance your leadership style, promote continuous learning, and create an environment where everyone thrives. 1. The Value of Direction and Execution: Need for leaders to instill...
2023-10-2845 min
Franchise VoiceUpdate on Joint EmployerWe have a major change in the federal government’s Joint Employer policy. Senior Vice President of Government Relations and Public Affairs Michael Layman walks us through the changes from the NLRB, the wide open and harmful Joint Employer standard, and where this fight will go next.
Also on today’s show, a spotlight on supplier member Proposify. CEO Kyle Racki shares ideas on getting control of your sales process and trends with service brands.
2023-10-2719 minFranchise VoiceUpdate on Joint EmployerWe have a major change in the federal government’s Joint Employer policy. Senior Vice President of Government Relations and Public Affairs Michael Layman walks us through the changes from the NLRB, the wide open and harmful Joint Employer standard, and where this fight will go next.
Also on today’s show, a spotlight on supplier member Proposify. CEO Kyle Racki shares ideas on getting control of your sales process and trends with service brands.
2023-10-2719 minLevershipThe Company Will Reflect The CEO - How Are You Showing Up?Podcast Description: In this enlightening episode of The Racki and Symes Podcast, hosts Matt Symes and Kyle Racki dissect the far-reaching influence of a CEO’s mindset and energy on an organization. From lessons learned from tech moguls to real-life examples, they break down why a CEO’s disposition directly impacts a company's culture, performance, and ethics. Tune in to gain actionable insights into personal development, leadership skills, and continuous reinvention for CEOs and entrepreneurs alike. Show Notes: Episode Highlights: Introduction Kyle Racki and Matt Symes discuss the importance of a CEO's mind...
2023-09-0133 minLevershipAI's Promise & Peril: A Balanced ExplorationKyle and Matt are back after taking July off to enjoy the summer. In this enlightening episode of The Racki & Symes podcast, join our hosts as they dig deep into the complex world of Artificial Intelligence (AI) - a topic that resonates with businesses, governments, and individuals alike. The discussion kicks off with an intriguing look at Marc Andreessen's article on how AI could save the world, setting the stage for a comprehensive exploration of the subject. From the optimistic potential of AI in augmenting human intelligence to the haunting concerns of totalitarian regimes enabled...
2023-08-1141 minLevershipOffice Culture vs. Remote Work: The Great DebateIn this passionate and thought-provoking episode of The Racki & Symes Podcast, co-hosts Kyle Racki and Matt Symes dive headfirst into one of the most relevant and contentious discussions in today's modern work landscape: remote work vs. in-office culture. Listen as Kyle, a firm believer in the flexibility and individual productivity that remote work offers, defends the idea of a decentralized work environment. He emphasizes the potential for increased work-life balance, cost savings, and how remote work can leverage the digital age to bring together a diverse global talent pool. Meanwhile, Matt, an advocate for in-office...
2023-06-2944 minLevershipHow Positioning Informs Your Go-To-MarketIn this enlightening episode of The Racki & Symes Podcast, our dynamic duo, Kyle and Matt, dig into the intricate relationship between positioning and go-to-market strategy. They start with a comprehensive exploration of what positioning actually is, making it easily understandable for listeners of all experience levels. The hosts emphasize that positioning is not just about how a business portrays itself, but also about how the market perceives that business. They explain how positioning can directly impact and shape your business's go-to-market strategy. Kyle and Matt further delve into real-world examples, illustrating how brands, both big and small...
2023-06-2329 minLevershipMaking Time For The Non-Urgent Important ThingsIn this enlightening episode of the Racki and Symes Podcast, co-hosts Matt Racki and Kyle Symes dive deep into an effective method for time management—The Eisenhower Matrix. The duo uses their distinct, engaging approach to dissect this technique that's named after the 34th U.S. President, Dwight D. Eisenhower, and explain how it can dramatically improve your productivity and success in running a business. Matt and Kyle begin the episode by offering some historical context on the matrix, explaining how Eisenhower used this technique to make some of the most critical decisions during his presidency. They fu...
2023-06-0835 min
LevershipMaking Time For The Non-Urgent Important ThingsIn this enlightening episode of the Racki and Symes Podcast, co-hosts Matt Racki and Kyle Symes dive deep into an effective method for time management—The Eisenhower Matrix. The duo uses their distinct, engaging approach to dissect this technique that's named after the 34th U.S. President, Dwight D. Eisenhower, and explain how it can dramatically improve your productivity and success in running a business. Matt and Kyle begin the episode by offering some historical context on the matrix, explaining how Eisenhower used this technique to make some of the most critical decisions during his presidency. They fu...
2023-06-0857 minLevershipWhat Makes For A Great Executive Leadership Offsite?Welcome to the Racki & Symes Podcast, where Kyle and Matt, two seasoned business leaders, dive deep into the world of executive leadership offsites. In each episode, they explore the key ingredients that make these gatherings not only effective but truly transformative. Join Kyle and Matt as they share their wealth of experience, anecdotes, and insights, helping executives, managers, and aspiring leaders understand the value and importance of offsite meetings. From planning and preparation to execution and follow-up, they leave no stone unturned in their quest to uncover what goes into creating a great executive leadership offsite.
2023-05-3146 minLevershipHow To Think About Investing In Your BusinessIn this episode, Kyle Racki and Matt Symes, unpack a vital topic that every entrepreneur should tune into - investing in your business and letting go of small-scale thinking. Does the idea of scaling your business or investing in growth make you hesitant? Have you ever felt confined by your own mindset, unable to visualize the broader horizon of potential? This episode is tailored just for you. Don't allow your mindset to cap your business's potential. Tune in and prepare to break through these confines, one strategic investment at a time. Get ready to adopt...
2023-05-2437 minLevershipChannel Partners and Resellers: Are They The Right Acquisition Channel for Your Business?Welcome to another episode of The Racki & Symes Podcast, where Kyle and Matt dive into the world of business strategy and entrepreneurship. In this episode, the duo takes a deep dive into channel partners and resellers as an acquisition channel for businesses. Kyle and Matt discuss the benefits and drawbacks of using channel partners and resellers as a way to expand a company's reach. They explore how channel partners and resellers can help businesses enter new markets, increase brand recognition, and boost revenue. Additionally, they discuss the potential risks involved, such as losing control over the customer...
2023-05-1234 minLevershipWhat is The Crux of Your Business?In the latest episode of their podcast, Kyle Racki and Matt Symes discuss the book "The Crux: How Leaders Excel by Finding the One Thing That Matters" by Richard P. Rumelt. The book explores the importance of identifying the central challenge facing a business or organization and developing a strategy to overcome it. Rumelt argues that many organizations fail to identify their core challenge, instead relying on vague and generic strategies that do not address the unique problems facing the company. By identifying the crux, or central challenge, leaders can develop a clear and focused strategy that...
2023-04-1436 minLevershipHow to Buy a Business Without Putting Up Your Own CashMatt Symes and Kyle Racki discuss the various options available for financing the purchase of a business. They delve into the pros and cons of using traditional bank loans, seller financing, and other alternative financing methods. Along the way, they also touch on the importance of due diligence, the role of valuations, and how to negotiate the best deal possible. Whether you're a first-time buyer or an experienced entrepreneur, this episode offers valuable insights for anyone looking to acquire a business.
2023-04-0641 min
Unicorn LeadersEp. 15 - The Work of a Startup CEO with Kyle RackiKyle Racki, the co-founder and CEO of Proposify, Kyle helps thousands of businesses remove the bottleneck of proposals and get more visibility into the close. In true serial entrepreneur form, Kyle also co-host his own podcast, The Racki and Symes Podcast, where he discusses ideas and strategies to push through growth.Kyle got his start in marketing and design, and ran a digital agency for over five years before selling it and starting Proposify.Since then he’s amassed a wealth of experience and lessons that he shares with us in this episode.
2023-03-081h 04
Scribble TalkScribble Talk Tech Leaders Podcast Episode 2 with Kyle Racki, CEO, ProposifyKyle Racki is the CEO and co-founder of Proposify, software that helps thousands of businesses remove the bottleneck of proposals and get more visibility into the close. Based in Halifax, Canada, Kyle and Proposify have won multiple awards over the years, including the EY Tech Entrepreneur of the Year for Atlantic Canada and Deloitte Fast 50. In addition to running Proposify, Kyle also works with other companies and startups as an investor and strategic coach, and sits on the board of Bright and MarsVR. He co-hosts a weekly business podcast, The Racki Symes Podcast.Support the show
2023-02-2457 min
Security Revenue LiveWill ChatGPT Revolutionizing B2B Content Creation?It’s been all over the news. ChatGPT.
But what does it mean to your B2B organization?
Join Taylor Wells & Kyle Racki to learn how to use ChatGPT to generate lots of ideas and get you started in creating content.
We also discussed the pros/cons of AI in go-to-market teams and where we think it’s headed.
Kyle Racki - Linkedin Profile
2023-02-1026 min
Grit Daily Startup ShowTaking Your Business From $0 to $10M ARR - Kyle Racki - ProposifyKyle Racki, in his own words, was “raised in a cult”. As the son of devout Jehovah’s Witnesses, he was indoctrinated—and expected to indoctrinate others—from an early age."By age four, I was accompanying my parents as we went door-to-door handing out pamphlets to strangers.By age seven, I was giving 5-minute prepared sermons to the entire congregation.By the time I was in my early twenties, I was giving hour-long sermons every month.Eventually I woke up and left the cult for good."Today, Kyle is the CEO...
2022-06-2316 min
Sales Strategy & Enablement by Revenue.ioIs the Proposal the Most Important Stage of the Sales Process? with Kyle RackiKyle Racki is the co-founder & CEO of Proposify. On today's episode we're talking about the importance of proposals and why Kyle believes that proposals "the most important stage of the sales process." We explore how you can differentiate your proposal to close a deal. And we dig into some of the key findings from research Kyle and his team did on winning proposals that are contained in Proposify's State of Proposals Report. Including: why 2 page proposals had the highest close rate by far. The 7 sections that must be in a winning proposal. And why images in a proposal can m...
2022-01-0735 min
2021-09-1723 min
Daily Sales TipsClosing the Deal: The Power of Proposal Software - Kyle Racki"Putting your proposals into some kind of a web-based platform, so that you can track the document opens and interactions, and then you'll be armed with this information. So you know when is the best time to reach out." - Kyle Racki in today's Tip 887 Do you know when is the best time to follow up? Join the conversation at DailySales.Tips/887 and learn more about Kyle and Proposify! Have feedback? Want to share a sales tip? Call or text the Sales Success Hotline: 512-777-1442 or Email: scott@top1.fm
2021-06-2403 min
The Elev8 Podcast#48 - How to Craft Your Message with Kyle RackiAs the crew takes the week off we rewind the clock and bring you an interview that Josh had with Proposify Co-founder and CEO Kyle Racki back in 2017. Kyle brings great knowledge of how to properly craft a message, and how to approach your target customer base in a way that will resonate with them. Even with 4 years since the interview took place there are many universal truths and tips that can help your business today.
2021-06-2126 min
2021-06-1107 min2021-06-1107 min
The GTMnow PodcastFriday Fundamentals 130: Kyle RackiFriday Fundamentals 130: Kyle RackiThe GTMnow Podcast The GTMnow Podcast is a weekly podcast featuring interviews with the top 1% GTM executives, VCs, and founders. Conversations reveal the unshared details behind how they have grown companies, and the go-to-market strategies responsible for shaping that growth.Visit gtmnow.com for more episodes and other interesting content.
2021-06-1107 minThe Sales Hacker Podcast164. Sales Lessons From a Former Jehovah's Witness w/ Kyle RackiIn this episode of the Sales Hacker podcast, we welcome Kyle Racki, the co-founder and CEO of Proposify. This company gives sales leaders visibility and consistency in their closing. Proposify helps more than 10,000 sales teams around the world eliminate the frustration caused by the proposal process. They also recently sponsored the Sales Hacker Podcast. What You’ll Learn Entrepreneurship isn't in your genesWhy it's hard to push back against your groupThe journey from freelancer to founderHow to create and maintain a competitive advantageSolving the innovator's dilemmaThe framework fo...
2021-06-0830 minThe Sales Hacker Podcast164. Sales Lessons From a Former Jehovah's Witness w/ Kyle RackiIn this episode of the Sales Hacker podcast, we welcome Kyle Racki, the co-founder and CEO of Proposify. This company gives sales leaders visibility and consistency in their closing. Proposify helps more than 10,000 sales teams around the world eliminate the frustration caused by the proposal process. They also recently sponsored the Sales Hacker Podcast. What You’ll Learn Entrepreneurship isn't in your genesWhy it's hard to push back against your groupThe journey from freelancer to founderHow to create and maintain a competitive advantageSolving the innovator's dilemmaThe framework for leading a startup to successShow Agenda and TimestampsEntrepreneurship isn't in your genes [5:59]Wh...
2021-06-0830 min
The GTMnow Podcast164. Sales Lessons From a Former Jehovah's Witness w/ Kyle RackiIn this episode of the Sales Hacker podcast, we welcome Kyle Racki, the co-founder and CEO of Proposify. This company gives sales leaders visibility and consistency in their closing. Proposify helps more than 10,000 sales teams around the world eliminate the frustration caused by the proposal process. They also recently sponsored the Sales Hacker Podcast. What You’ll Learn Entrepreneurship isn't in your genesWhy it's hard to push back against your groupThe journey from freelancer to founderHow to create and maintain a competitive advantageSolving the innovator's dilemmaThe framework for leading a startup to successShow Agenda an...
2021-06-0830 min
Product StoriesStarting a SaaS company within an agency and scaling it to millions in ARR – with Kyle Racki from ProposifySummary Listen to how Kyle Racki and his co-founders have built a 100-person SaaS business from within an agency. Find out how they come up with the product, validated it, and how they separated resources from ongoing client projects. Learn how he’s managing a 50-person product team, and why they have just completely removed roadmaps […]
2021-03-0537 minProduct StoriesStarting a SaaS company within an agency and scaling it to millions in ARR – with Kyle Racki from ProposifySummary Listen to how Kyle Racki and his co-founders have built a 100-person SaaS business from within an agency. Find out how they come up with the product, validated it, and how they separated resources from ongoing client projects. Learn how he’s managing a 50-person product team, and why they have just completely removed roadmaps […]
2021-03-0537 minProduct StoriesStarting a SaaS company within an agency and scaling it to millions in ARR – with Kyle Racki from ProposifyVideo Summary Listen to how Kyle Racki and his co-founders have built a 100-person SaaS business from within an agency. Proposify is a proposal software that allows you to create sales proposals and streamline your entire sales process. Find out how they come up with the product, validated it, and how they separated resources from […]
2021-03-0537 min
The Predictable Revenue Podcast187: The Importance of Account PlanningGreg Callahan, a Partner at Bain & Company, joins Collin Stewart on this episode of the Predictable Revenue Podcast. Greg is a member of Bain's Customer Strategy & Marketing practices, with a focus on B2B commercial excellence and growth strategy, and leads Bain's Account Planning and Sales Operations practices globally. Highlights include: why account planning is so important in the first place (1:30), how Greg does it differently (3:36), how to nail the fundamentals (15:40), how to prioritize accounts (35:32), the perfect account plan, broken down (40:08), and what leaders need to do to support their revenue org with account planning (1:00:47).
2021-02-251h 08The Predictable Revenue Podcast187: The Importance of Account PlanningGreg Callahan, a Partner at Bain & Company, joins Collin Stewart on this episode of the Predictable Revenue Podcast. Greg is a member of Bain's Customer Strategy & Marketing practices, with a focus on B2B commercial excellence and growth strategy, and leads Bain's Account Planning and Sales Operations practices globally. Highlights include: why account planning is so important in the first place (1:30), how Greg does it differently (3:36), how to nail the fundamentals (15:40), how to prioritize accounts (35:32), the perfect account plan, broken down (40:08), and what leaders need to do to support their revenue org with account planning (1:00:47).
2021-02-251h 08
The Predictable Revenue Podcast178: How to get the attention of any decision-maker to expand your sales within an enterprise accountTroy Angrignon shares his account management wisdom on this episode of the Predictable Revenue podcast. Troy has more than 25 years of experience as a sales leader and management consultant for companies selling into large accounts in multiple industries. Highlights include: what you need to know about someone before going for the meeting (4:19), capturing and sharing this knowledge (7:56), mapping a large account your company has sold into before (12:17), how to book a cold outbound meeting with a speaker during a virtual conference (17:09), nailing the first call you have with a decision-maker at a target account (20:28), how to...
2020-12-1038 minThe Predictable Revenue Podcast178: How to get the attention of any decision-maker to expand your sales within an enterprise accountTroy Angrignon shares his account management wisdom on this episode of the Predictable Revenue podcast. Troy has more than 25 years of experience as a sales leader and management consultant for companies selling into large accounts in multiple industries. Highlights include: what you need to know about someone before going for the meeting (4:19), capturing and sharing this knowledge (7:56), mapping a large account your company has sold into before (12:17), how to book a cold outbound meeting with a speaker during a virtual conference (17:09), nailing the first call you have with a decision-maker at a target account (20:28), how to...
2020-12-1038 min
Customer ShowThe Secret To Creating Winning Proposals with Kyle RackiMost people send boring and uninspiring business proposals. In today's episode, we uncover what makes a proposal standout and actually gets you business.
2020-12-0834 min
Customer ShowThe Secret To Creating Winning Proposals with Kyle RackiMost people send boring and uninspiring business proposals. In today's episode, we uncover what makes a proposal standout and actually gets you business. CEO and co-founder of Proposify, Kyle Racki joins Katelyn Bourgoin to explain:
How He Turned A Pain-Point Into A Business
Who He Treated His Early Adopters Like Royalty
The Psychology of a Great Proposal
How To Understand the True Needs Of Your Customer
And So Much More
Kyle Racki is the co-founder and CEO of Proposify, a modern proposal writing SaaS platform. He's also the author of "Free Trials and Tribulations: How To Build A Business While...
2020-11-2634 min
The New EntrepreneurKyle Racki of Proposify | All about starting a SaaS company.In my chat with Kyle, we dive deep into the beginning phases of starting a company. A SaaS company in particular. Kyle dives deep into all aspects of starting a SaaS company. He talks practically for the people that are interested in doing the same as he has. Hear exactly what it takes to get a successful SaaS company off the ground as Kyle has!
Check out Kyle on Twitter @kyleracki
Check out Proposify @ proposify.com
2019-12-1030 min
The Predictable Revenue Podcast124: How Proposify went from selling self serve deals to working with enterprise clients with CEO Kyle RackiOn this edition of The Predictable Revenue Podcast, co-host Collin Stewart welcomes Kyle Racki, noted author and CEO of Halifax's Proposify. In addition to leading Proposify's growing team through fundraising rounds, the ups and downs of startup life, and a company-wide evolution to sell bigger deals, Kyle is a trained designer, former agency head, and noted author. Throughout the pod, Collin and Kyle discuss Proposify's move up market from servicing just small businesses to selling enterprise deals. Highlights include: Proposify...before moving up market (4:37), where did Proposify start price-wise to go up market? (7:49), Proposify's i...
2019-10-1646 minThe Predictable Revenue Podcast124: How Proposify went from selling self serve deals to working with enterprise clients with CEO Kyle RackiOn this edition of The Predictable Revenue Podcast, co-host Collin Stewart welcomes Kyle Racki, noted author and CEO of Halifax’s Proposify. In addition to leading Proposify’s growing team through fundraising rounds, the ups and downs of startup life, and a company-wide evolution to sell bigger deals, Kyle is a trained designer, former agency head, and noted author. Throughout the pod, Collin and Kyle discuss Proposify’s move up market from servicing just small businesses to selling enterprise deals. Highlights include: Proposify...before moving up market (4:37), where did Proposify start price-wise to go up mark...
2019-10-1646 min
Hands-Off CEOOptimizing and Innovating Systems with Kyle Racki EP 20
In today’s podcast, Kyle Racki, founder of Proposify.com shares how he spends his time optimizing and innovating systems while his team runs the business. Listen in as Kyle shares about the Four Hour Work Week, creating repeatable systems, Gary V. and Free Trials (and Tribulations).
2019-10-0341 min
The Digital Agency Growth PodcastHow to Craft Proposals that Win Agency DealsHow confident did you feel about your last proposal ? How can you make them more powerful ? Today we’re talking all things proposals – from links, to pages you should focus on, to when to use (and avoid) automation. Today’s guest is Kyle Racki, the CEO and co-founder of Proposify, a SaaS company that […]
2019-08-2138 minThe Digital Agency Growth PodcastHow to Craft Proposals that Win Agency DealsHow confident did you feel about your last proposal ? How can you make them more powerful ? Today we’re talking all things proposals – from links, to pages you should focus on, to when to use (and avoid) automation. Today’s guest is Kyle Racki, the CEO and co-founder of Proposify, a SaaS company that […]
2019-08-2138 min
MicroFamous ConversationsKyle Racki On Transitioning From Agency to SaaS Startup & How to Avoid Blocking Growth As CEOAgency growth and success is hindered when leaders fail to remove themselves as linchpins of the business. How does getting out of the way help the business and the staff grow? What skills transfer over from running an agency to a tech startups?
2019-06-1900 min
Run a Profitable GymEpisode 171: Free Trials (and Tribulations) with Kyle Racki Episode 171: Free Trials (and Tribulations) with Kyle Racki Today we are joined by Kyle Racki of Proposify, based in Halifax, Nova Scotia, Canada. Proposify is a company that helps thousands of companies improve their sales workflow and win new customers. Kyle has recently written a book, “Free Trials (and Tribulations),” and today we dive into his new book and learn more about Kyle’s experiences as an entrepreneur. Kyle is a really amazing guy who not only runs Proposify but is also an angel investor, speaker, and host of his own podcast. In the early...
2019-06-0637 min
The Agency Profit PodcastTransitioning from Agency to Saas with Kyle RackiIn this episode, CEO and founder of Proposify Kyle Racki joins us to share the story of how he transitioned from running an agency to running a fast-growing startup. You'll hear the pitfalls to avoid, some great advice for mitigating risk and a few pro tips on sending better proposals.
** About Kyle Racki**
Kyle Racki is the CEO and Founder of Proposify, an angel investor, speaker, host of the LTV Podcast and author of his newest book: Free Trials and Tribulations - How To Build A Business While Getting Punched In The Mouth.
...
2019-02-0630 min
Sommergæsten 2009Free Trials (And Tribulations): Kyle RackiToday’s episode is with Kyle Racki, author of Free Trials (and Tribulations). Now, Kyle is the cofounder and CEO of Proposify, which is a SaaS company that currently serves more than 6,000 customers worldwide, and even though Kyle is a successful entrepreneur running this successful business, his book is about all the other stuff that comes with that as well.
He shares his full journey, and I mean full journey, from difficult beginnings to dealing with grief, divorce, and actually being shunned for abandoning a religion that he realized was a cult.
If you’re an entrepreneur and you know that...
2019-01-3030 min
The Digital Agency Show | Helping Agency Owners Transform Their Business Mindset to Increase Prices, Work Less, and Grow Profits92: The journey from web agency to proposal expert with Kyle RackiKyle Racki is the co-founder and CEO of Proposify, a software-as-a-service (SaaS) company based in Halifax, Nova Scotia, Canada. Proposify currently serves more than six thousand customers worldwide. He started his first business, a web design company, at age twenty-four and sold it after five years. Kyle has blogged extensively about his journey through the ups and downs of entrepreneurship, and was the subject of a 2016 article in Time Magazine.
2018-12-1841 min
Audioguía-El Panteón de Agripa (Roma)Episode 7: Rationalization Stage: What Prospects Are Looking For At This Stage In The CycleYour prospect is emotionally ready to buy, but you’re not done. You can still lose the deal. How your prospects rationalize their decisions is key, and you need to make it easy for them to get answers to every detailed-oriented question that comes up during this stage in their buyer journey. That’s why we’ve invited Kyle Racki, CEO at Proposify, to share his secrets on how to present your recommendations to clients, answer their final questions, and keep them feeling safe with you and your team.
2018-08-1527 min
The SaaS Podcast: Build, Launch & Scale Your SaaS173: SaaS Growth Lessons: From $800 MRR In 18 Months To $4.5M A Year - With Kyle RackiKyle Racki is the co-founder and CEO of Proposify, a SaaS product that helps you create proposal documents, collaborate with your team and streamline your sales process so you can close deals faster.The Show Notes
Proposify
Price Intelligently
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2018-05-1448 min
Founder ChatsKyle Racki (Proposify)This week I talk with Kyle Racki, Founder of Proposify! We talk about Kyle’s journey from quiet, artsy kid in high school to founder of a company aiming to hit $10M in annual revenue this year! Hear how focusing on a side project ultimately took a year and a half of no growth to doubling customers every month and lots of other interesting bits along the way.
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https://baremetrics.com
2018-05-0135 min
The Business Generals Podcast | Helping You Maximize Your Entrepreneurial Dreams - Every Single Week062: Helping Businesses Build Award-winning Proposals (w/ Kyle Racki)Kyle Racki is the founder and CEO of Proposify, a software-as-a-service company currently doing seven figures in annual recurring revenue. Proposify allows companies to make better proposals faster to win more business. When Kyle launched Proposify in 2013, he and his co-founders almost gave up in their first year but despite enormous challenges, they now have 2,500 paying customers. He dedicates most of his time to product design, management and customer support, and doing his best to make Proposify all that it can be.
He has been an entrepreneur for over 10 years and has lived with hustle, tenacity and...
2017-09-0450 min
The Velocity Marketing PodcastEP. 32 Talking Startup Marketing with Kyle Racki from ProposifyIn this episode, I interview Kyle Racki, the CEO of Proposify. We go deep on the startup journey, covering marketing, team structure, challenges and a lot more, must listen! Show notes at bit.ly/velocity32.
2017-08-2900 min
Starting from Nothing - The Foundation Podcast | Building your business ENTIRELY from scratch.Overcoming the Trials and Tribulations of Entrepreneurship (and Life)If you are trying to start a business, you’ve probably been through some trials and tribulations along the way… and today we’re talking to someone who triumphed over their year of hell and came out stronger on the other side. Kyle Racki is the CEO of Proposify, a seven-figure software business with $250k MRR after only three years. We discuss the start of his entrepreneurial journey, some of the challenges he had to overcome, and how he is growing Proposify. Click here to learn more and read the blog post at TheFoun...
2017-07-2042 min
The Digital Marketing Podcast by Exposure NinjaHow To Get 300 SaaS Signups Per Day Using SEO, Outreach, And Conversion OptimisationIn this episode, Tim is joined by Kyle Racki of SaaS company Proposify to discuss how they have grown their organic visibility using blogs and content marketing to the stage that they’re picking up 200-300 signups per day, and growing 150% per year. Kyle takes us through his outreach process, gives us his advice for choosing where you want to be featured online, and how they found the content topic ‘goldmines’ that brought them in the most qualified traffic and leads. For https://exposureninja.com/episode44show notes go to https://exposureninja.com/episode44
2017-06-0128 min
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing AgenciesThe Best and Worst Cold Email For Generating Leads with Kyle RackiWe have all gotten them. The bad cold email that makes you feel better about yourself :) Here's a fun interview I did with a buddy of mine from Proposify about the WORST and the BEST email he has ever received when it comes to lead generation. In this episode, we'll cover: Mistakes to avoid making in your cold sales emails. How to write an amazing cold email. 4 Tips to crafting an effective cold email. Today's guest is Kyle Racki co-founder of Provposify, a SaaS product for helping agencies streamline proposal writing, get approvals...
2017-04-2623 min
Casual Fridays PodcastHow To Create Proposals That Close with Kyle RackiFind yourself struggling when putting together proposals for your business? Do you wish you could streamline the process and increase your close rate? Writing proposals isn't typically a favorite activity. Most businesses use a boiler plate, and fail to customize each proposal they send out. Using a tool like Proposify can make proposal writing easier and help you close more deals. This week on the Social Media Social Hour, I discuss how to create proposals that close with Kyle Racki. Let's do this!
2017-01-1835 min
The Creative Agency Podcast010 Building a Product In-House - Kyle Racki of ProposifyKyle Racki of Proposify shares his story of growing an in-house software product while running a digital agency. Kyle explains […]
The post 010 Building a Product In-House – Kyle Racki of Proposify appeared first on Grow Your Agency.
2016-03-2441 min
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing AgenciesHow to Develop a Product and Keep Your Agency Clients Happy with Kyle Racki | Ep #23Have you ever thought of developing your own product - or have already developed one - but have found that the client work is distracting you from finishing? In today's episode, I talk with Kyle Racki about how your agency can create a product without killing it before it even gets started and how to upgrade any established product development processes. Product Development for Your Agency Kyle is a designer, blogger, technologist, and entrepreneur from Canada who ran his own web design agency for five years. During that time, he had several failures. Four to be exact...
2014-07-1427 min