STAAJ Dispaatch 11.24: Posse Up and Strike Gold, Garrett Finley Answers Everything 🐴🤠

Howdy, STAAJ Solutions Family!

Welcome to the latest trailblazin' edition of The STAAJ Dispatch, where we’re saddlin' up and headin' for the Next Frontier. Just like brave pioneers headin' West, STAAJ Solutions is here to guide your business through untamed territory. This month, we’re packin' our wagons and ridin' into the heart of what makes your business tick. Ready to hit the trail? Let’s ride!

So, dust off those boots and join us as we blaze new trails, conquer fresh challenges, and expand the frontiers of what your business can do. Together, we’ll turn unknown possibilities into reality. Saddle up, partner—it’s gonna be one wild ride!

November 2024 Edition

• People

• Product

• Technology

• Metrics

• Events/Campaigns

• Partners

• Engage with STAAJ

People

Your team is your posse. With the right help they can tackle any challenge.

Here’s how three emerging companies keep their teams united and charging forward:

Cohere: The AI company empowers their team by trusting in LLM innovation and collaboration, helping scale enterprise models while attracting major investors.

Brightwheel: This childcare SaaS provider keeps its team aligned through seamless internal communications, allowing the business grow fast while keeping everyone in the loop.

Airalo: An eSIM service provider that cheers on its team's success, whether big or small, helping them scale to over 10 million users worldwide.

How can we help your business? Let our posse meet yours. https://meetings.hubspot.com/booking-staaj

Product

Hitting It Rich on the Business Frontier

Bringing your unique product to market is like hitting a gold vein in the Wild West! Here are three unique business that did it right.

OpenAI skyrocketed to a $1 billion valuation thanks to its cutting-edge AI models that are revolutionizing industries everywhere.

Figma is now worth billions after capturing the digital design market with a collaboration-first tool that’s transforming how teams create.

And let’s not forget Gymshark, which galloped to unicorn status by blending fitness and lifestyle with its direct-to-consumer model.

Now it's your turn! If you're ready to bring your product to market, saddle up, partner—there's gold out there. STAAJ Solutions is your trusted partner to get it! https://meetings.hubspot.com/booking-staaj

Technology

In today's Wild West of Business,

Technology is how you Solve Problems.

Here’s a tale of three small businesses that corralled their problems with a little tech savvy:

Carbon Cell – This startup replaces harmful polystyrene with biodegradable foam, offering an eco-friendly packaging solution​.

FlowIO – Their platform allows rapid prototyping of soft robotics, streamlining innovation for small businesses​.

MantaMESH – A digital platform that connects experts to global supply chains, enhancing their market access and competitiveness​.

What tech solutions could solve your business's next problem? Let’s have a chat! https://meetings.hubspot.com/booking-staaj

Metrics

The Answers Are In: Expert Insights from Garrett Finley on CRM Optimization, Customer Retention, and More

Recently, we opened the floor to your questions about optimizing customer relationships, leveraging CRM for growth, and creating seamless customer experiences—and you didn’t hold back! Garrett Finley, our Head of Customer Excellence and CRM aficionado at STAAJ Solutions, took a deep dive into your inquiries and shared valuable insights from his years of experience. From best practices for personalizing the customer journey to enhancing communication between teams, Garrett’s advice is packed with actionable steps to help you strengthen customer loyalty and drive sustainable growth. Ready to level up your CRM strategy? Let’s dive into Garrett's answers!

• How easy is it to set up and use a CRM? How long does it take to implement a CRM and train my team? Do I need technical expertise to set up a CRM, or can non-technical staff do it? Setting up a CRM like HubSpot can be simpler than you might think, and it’s designed to be user-friendly! For a straightforward setup, you can get things rolling pretty quickly—from a few days to a couple of weeks (depending on how customized you want your system to be). Getting the team trained and comfortable usually takes another week or two, but there is good news: you don’t need to be a tech wizard! While some technical know-how is helpful, non-technical staff can manage the setup with HubSpot’s resources or a consultant (like me—shameless plug!). The platform is intuitive, so your team can hit the ground running in little to no time at all.

• What key lessons have you learned from your journey in managing CRM systems and improving customer retention? One of the biggest lessons I've learned is that CRMs are as much about people as they are about technology. It's easy to get caught up in the shiny features and automation, but at the end of the day, your human touch matters the most. A CRM is just a tool to help you understand and connect with your customers better—making those connections genuine is what keeps them coming back for more. Another key takeaway is to keep things simple (the KISS method). Overcomplicating your system with too many processes can actually create more headaches. Focus on your core needs first and grow from there.

• How has your perspective on customer relationship management evolved throughout your career, and what excites you most about where the field is headed? When I first started, CRMs felt like just a fancy rolodex. As my experience with them has grown, and I've seen their core services evolve, it's clear that they are so much more—they can be a powerful growth engine for businesses! Today, CRMs are the heartbeat of an organization, powering everything from sales to marketing, to customer support. What excites me most is how AI and automation are transforming the space. We're moving into an era where CRMs will anticipate customer needs before they even arise—think of it as a crystal ball for customer relationships. It's amazing to watch technology enhance the personal touch rather than replace it.

• What are the best strategies for automating tasks within my CRM to improve operational efficiency? Start small and build up. Automating tasks like follow-up emails, lead scoring, and reminders are great ways to begin. These automations save your team time and ensure nothing falls through the cracks. Next, look at automating your reporting—so instead of manually pulling data, you can have dashboards that update automatically, giving you real-time insights without the hassle. And remember, automation is your friend, but don't overdo it. The goal is to make your processes efficient, not to turn your CRM into a spaceship that no one knows how to fly! Keep things simple and functional—trust me, your future self will thank you.

Upcoming Events

Join us for the latest installment in the Don't CEO Alone series, designed to help you take your outreach from “cold and corporate” to warm, genuine, and impactful. This session will dig into practical strategies for managing lists, choosing the right outreach platform, and using templates to keep your messaging both authentic and efficient.

Click here to register! https://www.staajsolutions.com/staaj-webinar-series

We’re honored to support John Kellogg and his mission to empower youth and transform communities across East Africa. Through Break The Cycle Global, John and his team are not only tackling the roots of poverty but also bringing people together to share stories of resilience, hope, and lasting change.

At STAAJ Solutions, we’re inspired by John’s journey—from building community connections to providing educational opportunities that uplift lives. This December 1st, we’ll be joining John in his For the One showcase to highlight how everyday heroes are working tirelessly to make the world a little better world—no matter where they start.

Follow John to hear firsthand stories from those making a difference, and let’s continue this journey of uplifting communities together.

https://www.breakthecycleglobal.org/

Partners

The L.A. STAAJ Health team was thrilled to join founders, Sam Spampinato and Bryna Kirzner, along with business partners Annemarie Penny and Lydia Thompson, and their adorable mascot Oskar at the inspiring Dreamore co-working space in the LA hills.

It's been an incredible journey connecting with visionary leaders within L.A.’s dynamic startup community. We’re grateful to our new friends for their warm hospitality and for sharing this wonderful space, which gave us the perfect backdrop to capture some compelling video content that will support STAAJ Health’s mission to transform medical education.

Stay tuned—we’re excited to share what’s on the horizon!
https://www.staajhealth.com/

Engage with STAAJ

Are you looking to scale your business? Here is how we can help: