Smart Systems and Smarter Operations with Valeria Torres
The Well Aware Podcast
In this Well Aware Podcast episode, Conrad Ruiz welcomes special guest from . They discuss Valgorithm's role in streamlining operations for companies in the healthcare and legal sectors. The conversation covers the importance of automation, documentation, and the strategic use of virtual assistants. Valeria shares insights on maintaining compliance and privacy while utilizing AI tools and highlights her journey and practical applications of AI in daily operations. The episode concludes with a demonstration of creating custom GPT bots and a discussion of their collaborative efforts in...
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Operation Teardown Episode 4 - Effective Time Management with Google Calendar and Notion
The Well Aware Podcast
In this Well Aware Operations Teardown, Conrad Ruiz explains how to integrate Google Calendar with Notion using the tool 2sync. This integration streamlines the process by converting each calendar event into a Notion record. The video covers setting up 2sync, field mapping, and practical tips for managing both personal and professional commitments. Moreover, it dives into the Well Aware TRACK management system, highlighting how time records are associated with other data components like relationships, actions, commitments, and knowledge. 00:00 Introduction to Operations Teardown 00:31 The...
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Secrets to Effective Product Management with Jonathan Tai
The Well Aware Podcast
In this episode of the Well Aware Podcast, host Conrad Ruiz is joined by Jonathan Tai, a close friend and experienced product manager. They discuss their shared history at WPI and JT's journey from a robotics engineer to a product manager. Conrad highlights his own experiences working with JT on a software product, emphasizing the importance of empathy, communication, and structured workflow in effective product management. JT shares insights on building a minimal viable product, prioritizing features, and managing development timelines. The conversation offers valuable lessons for founders...
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Practical Tech Strategies with Ben Bianchi
The Well Aware Podcast
In this episode of the Well Aware Podcast, host Conrad Ruiz sits down with his close friend and fractional CTO, Benjamin Bianchi, to discuss the intricacies of custom software development. Benjamin shares his journey from modding video games as a child to working at Amazon and Wayfair, and now helping Conrad with his introduction management software, In the Looop. They delve into the challenges and lessons learned in transitioning from no-code solutions to custom development, the significance of clear communication and requirements, and the dynamics of managing a development project....
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Breaking the Stereotypes of Financial Advisors with Joshua Krafchick
The Well Aware Podcast
In this episode of the Well Aware Podcast, host Conrad Ruiz converses with Josh Krafchick of 369 Financial about building genuine relationships in the financial advisory space and the journey from corporate America to entrepreneurship. They touch on their initial connection through the Ripple Effects network and delve into Josh's unique approach to financial advising, emphasizing relationships over transactions. The discussion explores the evolution from barter systems to modern economies, the sacrifices involved in entrepreneurial ventures, and the importance of continuous learning. Josh also...
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Breaking Down the Algorithm: Practical Applications in Business Automation with Chris Edney
The Well Aware Podcast
In this episode of the Well Aware Podcast, host Conrad Ruiz converses with Christopher Edney of Sigma Squared about the significant benefits of automation and value-based pricing in business operations. The discussion explores Christopher's extensive background in finance, his innovative approach to automating repetitive tasks, and the potential time and cost savings these automations offer. They delve into concepts such as algorithm-based workflows, the trade-offs between hourly and project-based charging, and real-world applications of these principles. The conversation also touches on the...
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Operation Teardown Episode 3 - Strategies for Building Strong Referral Networks
The Well Aware Podcast
In this episode, Conrad shares an in-depth breakdown of his Well Aware Operations Teardown, He meticulously walks through the operational breakdown of establishing and managing referral partnerships. He explains his philosophy on rewarding partners for business referrals and outlines the steps to create a successful partnership, including alignment, managing operations, and formal agreements. Conrad discusses the intricacies of percentage splits, handling joint client engagements, and the importance of maintaining clear communication. He also emphasizes the value of treating each referral...
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Achieving Success Through Authentic Sales Practices with Mike Montalvo
The Well Aware Podcast
In this episode of the Well Aware Podcast, host Conrad Ruiz introduces Their relationship began with a noteworthy cold email that caught Conrad's attention. The discussion covers Mike's unique sales approach, the evolution of their professional relationship, and Mike's diverse background, from architecture to sales. Mike shares his journey and the importance of authenticity, expressing gratitude for his support system. He outlines his current mission to help family entrepreneurs with affordable, performance-based sales and marketing services, highlighting his practical methods and deep...
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The Future of Investing: Automation and Retail Trading with Dillon Del Rosso
The Well Aware Podcast
In this episode of the Well Aware Podcast, Conrad Ruiz welcomes Dillon Del Rosso, co-founder of PeakBot, an automated trading platform. Conrad and Dillon discuss their long-term relationship and the challenges of balancing time and money as business owners. Delving into topics such as the intricacies of stock market investments, the advantages of automated trading, and the personal journeys of the founders, they provide insights into making informed financial decisions. Dillon also shares his corporate and entrepreneurial background, the inspiration behind starting PeakBot, and how the...
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Living the Business Dream with Ral West
The Well Aware Podcast
In this episode of the Well Aware Podcast, host Conrad Ruiz interviews Ral West, a seasoned entrepreneur with a rich history in the tourism industry and other business ventures. Ral shares her journey from growing up in a family deeply involved in Alaska tourism, to establishing her own businesses, and the wisdom gained through various pivots, including the sale of her company to Alaska Airlines. She emphasizes the importance of systems, continuous learning, and leveraging external resources to achieve business success without being consumed by day-to-day operations. The episode also explores...
info_outlineIn this episode of the Well Aware Podcast, host Conrad Ruiz introduces Reuben Swartz, creator of the 'anti-CRM' tool Mimiran, designed specifically for solopreneur consultants. Reuben explains how traditional CRMs, which are tailored for enterprise sales teams, often burden small business consultants. Instead, Mimiran focuses on facilitating meaningful, recurring conversations that nurture client relationships without the sales approach. Ruben shares insights on how to strategically position yourself in the market using Mimiran's unique features like mission and positioning templates, automated task management, and tailored lead magnets. This episode is a deep dive into optimizing relationship management for independent consultants, emphasizing a personalized and authentic approach to client interactions.
00:00 Introduction to the Well Aware Podcast
01:07 Meet Reuben Swartz of Mimiran
01:17 The Philosophy Behind Mimiran
01:40 Challenges with Traditional CRMs
03:08 The Concept of Anti-CRM
04:45 Ruben's Personal Approach to CRM
05:39 Understanding the Solo Consultant's Needs
08:55 Mission and Positioning in CRM
09:22 Tactical Workflows in Mimiran
11:05 Tagging and Task Management
25:37 Setting Up Next Conversations
26:43 Efficient Prospect Follow-Up
27:32 Utilizing CRM Features
28:08 Mission and Positioning in CRM
29:50 Streamlining Task Management
31:03 Building Effective Partnerships
36:25 The Importance of Documentation
42:56 Lead Magnets and Website Strategy
47:31 Final Thoughts and Takeaways
Today’s Guest:
Reuben Swartz is the founder of Mimiran, the fun CRM for independent consultants who love serving clients but hate "selling". He's also the host and chief nerd on the Sales for Nerds podcast. He went from a background in computer science and software engineering to sales and marketing consulting for the Fortune 500 while struggling with sales and marketing for his firm. His mission is to help other independent consultants make a bigger dent in the universe and get more clients by using their talents to teach instead of market, connect instead of network, and help instead of sell.
Mimiran's Website: https://www.mimiran.com/
Facebook: https://www.facebook.com/@mimiran
Twitter/X: https://x.com/sales4nerds
LinkedIn: https://www.linkedin.com/in/reubenswartz
Youtube: https://www.youtube.com/@MimiranCRM
Other Website: https://www.salesfornerds.io/
Well Aware Website: https://wearewellaware.com/
Conrad Ruiz's LinkedIn: https://www.linkedin.com/in/conradruiz/
Well Aware LinkedIn: https://www.linkedin.com/company/well-aware-inc/