Blog

Practical writing on outbound, demand generation, AI workflows, and the Microsoft partner ecosystem.

Microsoft FY27 CSP Incentive Changes: What Every Microsoft Partner Needs to Know Right Now

The core CSP incentive on Microsoft 365 Modern Work dropped from 3.75% to 0%, and Dynamics 365 from 4% to 0%. Here is what actually changed in FY27, what replaces the old model, and what partners should be doing right now.

How a Single Copilot Studio Agent Can Generate a $47,000 Azure Bill (And What to Do About It)

A single Copilot Studio agent on Azure pay-as-you-go can run up a five-figure bill. Here is how Copilot Credits actually work, why pay-as-you-go has no ceiling, and the guardrails to configure before you go live.

Dark Web Scan Reports: Helpful Signal or Scare Tactic? A Practical Guide for SMBs and IT Providers

Not long ago, a business leader shared that a franchise MSP had cold-contacted their team with a bold claim: “If your company is appearing on the dark web and hasn’t notified you, what else is your current IT provider missing?” The pitch linked to a downloadable report—after handing over contact det

MSP Pricing Strategy: Turning Sticker Shock into Signed Contracts

Eight great months. New clients. A full pipeline. Then, suddenly, deals stall. Prospects who nodded along during discovery now flinch at the proposal, sometimes over a per-seat rate that seems perfectly reasonable to you. If this sounds familiar, you’re not alone. Many managed service providers hit

Why Email Security Solutions Matter for SMBs

Email remains the top attack vector for cybercriminals, making it the frontline of defense for any organization. In 2025, data reflects the alarming scale and persistence of threats: • 57% of organizations report experiencing phishing scams at least weekly—many deal with them daily. • 1.2% of all gl

Why Healthcare and Legal Firms Still Rely on Fax in 2025: Embracing Secure Online Faxing and IT Modernization

In an age where digital transformation has swept across nearly every industry, it might be surprising to discover that faxing remains indispensable in healthcare and legal fields. Yet in 2025, more than 70% of U.S. healthcare providers and a substantial segment of legal professionals continue to dep

Sub Reddit Agent

The full Step by Step is available at the bottom of this post. I got cold dm’d on Reddit again last week from someone trying to sell me their Reddit Agent that would not only find me leads on Reddit but respond to them. So I figured I may as well build this myself. Now this agent does NOT respond to

Opportunity Creation for Microsoft Partners: How Industry Signals Drive Outreach Success

The key for Microsoft partners is opportunity creation — a practice rooted in understanding and anticipating buying intent. Rather than casting a wide net for “leads,” top teams identify accounts that not only fit their ideal client profile (ICP) but also display clear signs that now is the right mo

Microsoft Co-pilot AI User Adoption in the Enterprise: Challenges and Opportunities

The landscape of enterprise artificial intelligence is shifting fast, and nowhere is this more evident than in the competition for workplace mindshare between Microsoft Co-pilot AI and ChatGPT. Despite Microsoft securing large corporate deals with Co-pilot, a growing number of businesses are discove

How this Lead Reply Workflow Unlocked Better Conversations (And Faster Sales)

If you’ve spent any time on outbound sales, marketing outreach, or partnership development, you know this truth all too well: finding leads isn’t hard anymore. Today’s market is flooded with tools that help you build prospect lists, enrich contact data, and fire off personalized messages at scale. H

Marketing Agency workflow for Clay leveraging latest posts on LinkedIn

If you're running a digital marketing agency or B2B outreach firm and on the lookout for new clients, try this custom LinkedIn lead generation workflow I built in Clay. It’s designed to help you find high-level executives and filter based on their LinkedIn activity and engagement.

Mailshake's State of Cold Email - Why Quality Beats Quantity for Reply Rates

Cold emailing remains a stalwart strategy in B2B sales and lead generation, but the landscape has changed dramatically over the years. As inboxes grow crowded and spam filters become more sophisticated, today’s outreach demands more than the old “send and pray” approach. Instead, maximizing your col

AI Customer Service Failures: Lessons from the Cursor Incident

As artificial intelligence continues to shape the future of business, many companies are racing to implement cutting-edge technology in customer-facing roles. While automation can boost efficiency and lower costs, a recent high-profile incident reminds us that AI customer service failures come with

Unlocking the Power of LinkedIn: A 3-Month B2B Marketing Strategy for LinkedIn Outreach

LinkedIn's vast network of professionals offers unparalleled access to decision-makers, making it a top platform for B2B interactions. With the proper strategy, businesses can streamline B2B prospecting, facilitate social selling, and position themselves as industry leaders. LinkedIn isn't just a ne

How to Structure Content for AI Visibility: A Practical Guide

The digital landscape is changing rapidly with AI becoming increasingly important in how content is discovered and shared. While writing primarily for humans remains essential, understanding how AI systems process and prioritize content can help ensure your valuable insights reach their intended aud

Maximizing Microsoft 365: Transforming Basic Functionality into Strategic Advantage

Ensuring that you are maximizing the full potential of Microsoft 365 for your organization involves more than just the basics; it requires a strategic approach focused on leveraging its full capabilities aligned with specific business needs and regulatory standards.

Transform Your Software Development Business: A Sneak Peek into the Outcome-Driven Ebook

In the fast-paced world of software development and IT, the rules of the game are continuously evolving. With this constant change, many tec

The Evolution of Microsoft's CSP Advisor Program: A Tale of Innovation and Change

There was a time not too long ago when Microsoft’s CSP Advisor Program was the talk of the town. Between 2014 and 2016, this program opened

Harnessing Imitation: A Strategy for Startup Growth Marketing

Yet, how can budding enterprises stand out amidst fierce competition? One surprising answer lies in imitation.

How AI is Reshaping the HR Industry and Its Impact on HR Professionals

The digital revolution is upon us, and Artificial Intelligence (AI) is at its forefront. Industries worldwide are witnessing transformative

Navigating the Digital Marketing Landscape: Stay Ahead with Current Trends

In a bid to offer marketers more creative flexibility, Instagram has expanded its carousel posts to include up to 15 images. This provides s

Value Driven Connections: Building Long-Term Relationships in a Digital World

In today's rapidly evolving digital marketplace, understanding and adapting to the nuances of buyer behaviour is crucial. Gone are the days

Mastering Digital Transformation: Why Technology Success Depends on Talent Strategy

In today's rapidly evolving business landscape, a profound shift is reshaping how organizations approach digital transformation strategy.

🎯 Excited to announce my upcoming YES Employment + Entrepreneurship Montreal Workshop on LinkedIn B2B Succes

Over the past few years, I've been on quite a journey with AI and business optimization. It all started when I built an AI-powered app for m

Revolutionizing Marketing and Consulting with Developer-Friendly AI Trends

The rapid evolution of artificial intelligence (AI) continues to play a crucial role in reshaping industries. For developers and marketers,

Navigating Uncertain Trade Winds: How Canadian Tech SMEs Can Mitigate US Tariff Threats

In the ever-evolving landscape of international trade, Canadian small and medium-sized enterprises (SMEs) in the tech sector must remain vig

Unlocking Authentic Engagement: The Role of AI Automation in B2B Marketing

In recent years, AI automation has profoundly influenced B2B outreach. With advanced algorithms at their disposal, businesses can now automa

Understanding the Impact of AI Agents and Generative AI in the Workplace

The emergence of generative AI has ushered in a new era of workplace transformation,

Leveraging Reddit for Successful B2B Lead Generation

In today's fast-paced digital landscape, savvy businesses continually seek innovative ways to connect with potential clients.

Buyer Awareness Stages: Key to Marketing Success for Tech SMEs

In the tech industry, recognizing buyer awareness stages is crucial for small to mid-sized businesses, especially software developers and Mi

Mastering B2B Lead Generation Tools for SaaS Growth

Discover essential B2B lead generation tools like Clay, LinkedIn Sales Navigator, and Apify to supercharge your SaaS marketing strategy with centralized management and effective communication strategies

Demand Capture vs. Demand Generation: Real-World Examples and Actionable Strategies ( Web Designer Example)

In the world of marketing and outreach, striking a balance between demand generation and demand capture is vital to success. Knowing the dif

How SaaS Developers Can Build Apps People Actually Need

'Most of you are looking for problems to solve. The problem is you don't understand the industries, the client pain points or anything that

A modern lead generation workflow for Cold Outbound Campaigns Leveraging Clay and AI

A modern workflow for Cold Outbound Campaigns Leveraging Clay and AIDiscover a streamlined AI lead generation workflow for small and medium-sized businesses (SMBs). In this video, I outline the key steps to launch a successful marketing campaign focused on AI webinars, including how to:1️⃣ Define ca

Customize your outreach with relevant case studies

In today's competitive business environment, efficient outreach is vital for driving growth and expanding a company's reach. Many businesses

Creating consistent Video content with AI

In today's digital landscape, video is king. A well-executed video content strategy can not only boost your business's visibility but also d

Unlocking Success with Targeted Lead Generation Strategies: A Comprehensive Guide

In today's fast-evolving business landscape, implementing effective lead generation strategies is pivotal for small and medium businesses ai

Beyond LinkedIn Automation: Smart Lead Generation Strategies for Growing Businesses

I thought I would share some insights about LinkedIn marketing and their 'Accelerate' automated campaigns. What I love about exploring this

Transform your Microsoft Dynamics CRM into a Lead Generation Engine

We've been collaborating with Dynamics partners and users to explore innovative ways to enhance their CRM capabilities.

Overcoming the Cringe Factor and Leveraging LinkedIn for Growth: Elevate your Posts

Discover how leveraging LinkedIn can enhance your business growth and brand visibility. Learn about strategic engagement, effective content, and more.

Harnessing Effective Content Marketing Strategies for Your business

In today's fast-paced digital ecosystem, content marketing has emerged as one of the most effective tools for businesses looking to attract

The challenge with Outbound Sales: Balancing AI and Human Touch in Modern Strategies

Remember when answering a business phone was the norm? Those days are long gone. In my decade-long journey with Bane, I've witnessed a drama

iOS 17.2: Journal App Brings a New Era to Content Creation

For growth marketers and consultants, journaling becomes a valuable habit for documenting day-to-day operations, reflecting on actions, and

Boost Your Sales and Marketing with AI-Powered Prompts

If you are IT Solutions provider, particularly one that focuses on Microsoft solutions like Office 365 and Azure, it's essential to find way

The Remarkable Journey of Loom: From OpenTest to Communication Powerhouse

The tech industry is bustling with innovation, packed with stories of pivots that led to breakthrough successes. Loom, the widely adopted video messaging tool, started its journey under the moniker 'OpenTest.' Founded by Joe Thomas, Shahed Khan, and Vinay Hiremath, OpenTest was originally envisioned

5 Crucial Sales Lessons for Tech Professionals: Insights from My Journey

Sales in the tech sector can be a demanding field, characterized by trials, learning curves, and invaluable experiences. As someone who has spent the past 15 years in tech, I've amassed a trove of insights over the years. These range from traditional beliefs to contrarian views that I mainly keep to

Unlocking the Power of LinkedIn: Proven Strategies to Elevate Your Business Marketing

In today's digital landscape, LinkedIn has emerged as a powerful platform for businesses to connect with professionals, establish thought

Harnessing AI for Effective Sales Prospecting: Insights for Businesses

Businesses, regardless of their size, can leverage AI to enhance their marketing strategies, streamline operations, and ultimately drive hig

Multi Channel Outreach

July can be a slow month for business, especially on LinkedIn. However, exploring other channels can yield great results. Here, we'll share

AI Powered Email Campaigns powered by Clay and Smartlead using Hyper Targeted lead lists

Discover how to unlock the power of Hyper Targeted Lead Lists with our upcoming webinar. Learn how AI can revolutionize your lead gen strategies.

Smartlead AI and a Hyper Targeted Email Campaign vs Paid Ads

Smartlead gives me a lot of insights and helps me dig beyond conversions on offers and helps identify high intent leads. It is not just abo

A/B Testing with AI Tools to find Message Market Fit

By being laser focused on my ICP I can quickly adjust my outgoing messaging to hone my metrics. You can use AI to help craft your initial m

Upcoming Webinars

We will also explore some AI tools to help manage and scale your LinkedIn outreach. We will also cover some new features coming soon.

Leveraging AI Agents to target better leads for your Web Design Company

The first thing we do is start with an existing account from his case studies or website. We used an event service company

'AI-Powered Lead Generation and Enrichment Workflow for SMBs'

Workflow for SMBs: AI Powered campaigns for outreach

Revive Old Lead Lists with AI Lead List Clean-up

This is a pain point that almost every company that I have worked with has struggled with.If you've been in business for over a year, chances are you have a few old Excel or Google Sheets full of leads kicking around.These leads might have been approached through past campaigns or past outbound hire

Leveraging AI Agents for Hyper Targeting in Cybersecurity

I work with a lot of Cybersecurity companies so I thought I would focus this post on that sector and run through a quick workflow to identify what we think will be high converting leads for a fictional Cybersecurity Partner.One of the biggest challenges they face is that everyone and anyone can be a

Using AI to build better lead generation lists

I wanted to share this quick video I spun up for one of the companies we are delivering a webinar to next week.I always speak with the company beforehand to learn a little about their sales and marketing process. Then I try to find any cool AI tools that could help them scale or alleviate some of th

LinkedIn Post Inspector

I come across a lot of cool tools that help me with everyday tasks and every now and then I find one that I think is worth sharing.This tool is really specific but was really handy for LinkedIn Messaging and for my Posts.I was really caught off guard a few weeks ago when I noticed that some links I

LinkedIn Connection Request Limits

How many invites can you send a week on basic and premium plans

Organic Content Creation

For the past 2 years, I have been creating content for software and tech companies, and it is something that I genuinely enjoy.Being a huge geek, I am always reading up on tech and posting about it, so it made sense to leverage that to grow my business and help my clients do the same. For my own pos

Linked In Workshop

I wanted to post this Workshop Early as the last few events booked up quickly. For our next events we will post to our blog first and then post to social media so please go ahead and hit that subscribe to be the first to know. I will be looking to do another Learn@lunch between now and then so see t

To SEO or Not to SEO

I just had a back and forth last weekend with an SEO specialist and he has been pitching me for a few days now on how he can help me get more leads and conversions without having to pay for advertising or do any social media post etc.So I asked him to send me over his site as he was offering me a lo

Setting new reps up to fail

Hiring for a sales role when you are a software developer or provide technical service offering can be challenging.Finding someone who understands what you do or how your solution works isn’t always easy, and the demand is high for sales reps who have these skill sets.When you do find that unicorn o

Personalizing your outreach

A recent Salesforce study revealed some eye-opening stats on how salespeople spend their time in a given week and only 30% of that time is spent on actually selling.Building lists and managing multiple platforms feels like a constant balance of learning how to fully utilize the tools you have and ad

AI Workshop

These last few weeks have been a bit hectic, but I did not want to miss the opportunity to promote the upcoming workshop I am delivering in conjunction with YES Employment + Entrepreneurship next week.This is a follow-up to our last series of Lunch and Learns, which went so well, we were asked to de

How to better personalize your outbound messaging and still scale effectively

Personalizing your outbound messaging while still managing to scale effectively might seem like a fantasy to some.Indeed, striking a balance between reaching out at scale and maintaining a personal touch is challenging, but the rewards can be significant.I always advocate for putting theory into pra

The Problem with Cold Emails: Navigating Spam in the Modern Age using Personalized Outreach

Uncover the secrets of effective cold emailing and avoid the spam trap. Learn how targeted research and personalization can elevate your cold emails.

Taking the Time to Know Your Clients: What We Can Learn from Dating in Our Professional Roles

I was working with a client last week on some introduction messaging for an outreach campaign, and during our discussions, I noticed a common trend. Most of their previous introductions heavily emphasized who they were, what they did, and their accomplishments.This traditional approach might initial

Using custom GPT's for Sales and Marketing

How to leverage custom GPT's to scale your sales and marketing efforts.

Game of Inches: Cold Calling and Nurture

I usually shy away from sports analogies, but this one was just too good to pass up. 🏈I think recently, sales professionals have learned how important is to keep track of the small victories—those incremental gains that collectively lead to a win. 🎖If we look at a football game: success isn't just

Adapting your BANT Framework to MEDDICC for B2B Sales

Seeing a lot of posts on MEDDICC and wanting to adapt the more traditional BANT criteria to reflect the modern reality of selling B2B. I started to do some research and thought it would be a great topic for another post in our Sales 101 series.So lets first start of by defining both MEDDICC and BANT

Salesbot GPT- Build your own Custom GPT

We recently hosted another successful Learn@Lunch event in collaboration with the wonderful team at @yesmontreal, attracting an impressive 100 signups. The event reached capacity, reflecting its high demand and the popularity of the subject matter. A heartfelt thank you to all who contributed to the

🚀 The Evolution of Salesbot 📈 - Private Data Chatbot

Salesbot, has become my go to for helping me do everything from improve my website to creating outreach content and I use it daily. What began as a handy tool for outreach and marketing has opened a ton of possibilities and potential for growth.🔍 Observing How Salesbot is UsedAs I watched how peopl

Join us for our next Webinar on ChatGPT

📚 Upcoming Webinar 📚Very happy to be doing more webinars with YES Employment + Entrepreneurship Montreal. 💥Our previous webinar received great feedback, and sold out so we've decided to host an encore session, followed by a part two in January, where we'll deep dive into more real-world use cases

Building Private Data LLM’s using RAG (Retrieval Augmented Generation)

I am really excited to show off a little demo of what we have been working on for the last little while.This is something that has been top of mind for quite some time and this is where I see most Enterprise organizations utilizing Azure Open Ai to focus their efforts.I have also had a few customers

The IT Department; The good the bad and the ugly

Throughout my experience working with many Microsoft Partners and IT service providers, I've noticed that smaller organizations often struggle to find reliable and affordable IT support.As a company transitions from managing its own IT to requiring full-time IT staff, and eventually, an entire team,

Sales are down, how do you respond?

It’s a difficult economy to navigate and when sales start to drop small businesses have limited options on how to course correct. 📈

Linked In Overview

This LinkedIn Blog post had a lot of valuable information for companies that were trying to focus on their outreach and business development

Sales 101 Part 2

Here is part 2 from my last post. I was just having a conversation today around how or why I shifted away from how I engaged with clients from just a few years ago. I think its important to always adapt if you want to succeed and while I will always love speaking with clients. How I go about getting

📌 UNLOCKING THE POWER OF GITHUB: A NEWBIES ESSENTIAL GUIDE

For many of us in the tech industry, GitHub has become an integral part of our daily workflow. 🛠For years, I've been using GitHub, primarily as a repository to grab code. Building my own app has made me realize invaluable it is. 💱From experimenting with new features to debugging applications, GitH

Sales 101

Sales 101 I feel like I have this conversation daily so I thought it would be helpful if I put this together.Now some of these terms may mean different things to different people and I have seen them used interchangeably but this is how I have always looked at it.Whether the terms line up with your

LEAD GEN VS NURTURE

Lately, I've been wrestling with the complexities of taking my own solution to market and it made me appreciate what my clients often struggle with. The Misconception: 'Build It, and They Will Come' 🏗️ Many organizations think their main hurdle is just getting in front of the right clients. They of

HOW I BUILT MY CUSTOM CHATGPT APP

How I used ChatGPT to help me create a custom app to help me automate my tasks in less than 24 hours 🙌Unlocking the Developer Within: Harnessing AI Assistance to Create Custom ToolsBackground While experimenting with ChatGPT for research, I found it difficult to manually copy and paste text from we