Robert Napoli

Most leaders of mid-market financial firms struggle to manage the growing complexity of their technical ecosystem. You've moved past the point where an IT support desk or outsourcing alone is sufficient, yet technical chaos continues to erode profit margins.

I work with CEOs of financial services firms where technology is a high-stakes ecosystem. When your technical infrastructure fails to operate as an integrated whole, your EBITDA, revenues and regulatory standing are at risk.

You see the symptoms: data silos requiring manual reconciliation, headcount increasing just to manage software gaps, and an IT department stuck in reactive firefighting mode. Despite constant spending on new tools, systems feel more fragmented than ever, slowing your decision velocity and ability to respond.

The root cause of this friction is rarely your infrastructure or systems. It's the lack of strategy and direction for your technical ecosystem.

Your technology is not a list of separate tools but an interconnected system where changes in one area create friction in another. Most firms keep trying to "fix the tools" when they should be optimizing the ecosystem - driving technical debt, operational drag and margin leakage. The path back to predictability is shifting from reactive maintenance to proactive ecosystem optimization.

I step in as a Fractional CIO to set strategy and direct implementation. I don't just advise - I drive the work that reduces technical debt and aligns systems with financial objectives, turning your infrastructure into a predictable asset that protects profit and supports growth.

My engagements deliver three fiduciary outcomes:

✦ 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲: I transition firms from reactive maintenance to proactive ecosystem direction - uncoupling headcount from volume growth so infrastructure supports expansion without ballooning overhead.

✦ 𝗘𝗕𝗜𝗧𝗗𝗔 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 & 𝗦𝗽𝗲𝗻𝗱 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆:  I identify drag from fragmented, redundant or legacy systems. By consolidating your ecosystem and aligning tools with board-level goals, I recover significant annual spend and stop technical debt from eroding margins.

✦ 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲: I replace shadow IT and data silos with audit-ready, integrated environments - ensuring your data infrastructure remains an asset during regulatory scrutiny or M&A due diligence, not a liability.

If your technology is blocking growth rather than enabling it, visit Agile Tech Advisors and take our ITEO Diagnostic to identify where your margins are leaking.

Founder & CEO

I founded Agile Tech Advisors to provide businesses with the guidance and expertise they need to navigate the challenges and capitalize on the opportunities presented by technology. My extensive experience in IT leadership and consulting has shown me that companies need a strategic and proactive approach to technology management to thrive.

Agile Tech Advisors takes a value-driven approach to technology management, delivering tangible benefits and measurable outcomes that directly impact the bottom line. Our deep technical expertise and proactive approach enable us to facilitate innovation, streamline processes, and uncover growth opportunities while addressing potential cybersecurity and compliance risks.

Central to our approach is building meaningful relationships based on trust, integrity, and a deep understanding of your business. We do not believe in “technology for technology’s sake.” Your technology roadmap must align with the business and have clearly defined and agreed-upon goals. We take the time to understand your unique needs and offer customized solutions that maximize the effectiveness of your technology strategy and set the foundation for long-term success.

When you work with Agile Tech Advisors, you can expect measurable improvements in your business operations. Our results-driven approach, technical expertise, risk mitigation strategies, and commitment to building genuine relationships enable us to deliver maximum value from your technology investments.

Flawless Followup™

☛Boost Sales Effectiveness 520% or More With My Flawless Followup™ 
☛Sales Consulting & Productivity Training
☛Customer Retention & Lifetime Value Expert

I help businesses followup flawlessly so they increase sales, eliminate missed opportunities, and maximize ROI & Profit. Used by more than 20,000 businesses and professionals in more than 150 countries worldwide.

☛SPECIALTIES:
Flawless Followup | Marketing Automation | CRM | Sales Training | Speaker | Online Marketing | Lead Generation | Lead Qualification | Infusionsoft

Inventor Flawless Followup® Sales System

Bottom Line Marketing Automation, Inc.

Get 4 times the experience without the full time hassles and expense.

In today's ultra competitive market, hiring a full time Sales and Marketing executive is a huge and costly undertaking.

If you're a fast moving company, that is itching for better results reach out to me today.

I have managed, mentored and trained thousands of sales people since the 80's. But don't think I'm old fashioned. You will not meet another sales executive with my combination of traditional foundational strategies and cutting edge technology skills.

Strategy + Technology = Fast Results

Schedule a time with me today at https://MeetWithSteve.biz

Fractional Sales and Marketing Manager

★ MYTH: Great Sales Training is Too Expensive for Small to Medium Sales Forces.★
Feel like there's plenty of untapped potential in your CRM and/or Marketing Automation Platform?

★ MY MISSION: Bring quality sales training, coaching and mentoring to companies that just don't have the budget for the big name programs (which haven't been changed since the 80's anyway). Message me today and tell me about your team, goals, and frustrations, we'll set up a time to discuss your desired results.

★ SPECIAL: CRM users, find out exactly what you're missing. My proven processes will get you better results from SalesForce, Zoho, SugarCRM, PipeDrive, Goldmine, Act or any other CRM.  Message me now for Details

★ Ask about Virtual Training and Private Member Programs for your team of 3 to 3000. Save thousands on travel expenses, and pour it into getting results for your team... Just makes sense, doesn't it?

★★★★★★★★★★★★★

My proprietary sales & marketing processes quickly find & close immediate opportunities for your company. No more hot leads falling through the cracks.

✓ Improve results on any CRM or marketing automation platform
✓ Maximize revenue per customer & revenue per sales person
✓ Bring back past customers to buy from you again
✓ Report measurable data & ROI

★ Who benefits most from working with me ★
✓ Companies with outside and/or inbound sales teams and revenues of $1 million to $100 million.
✓ Manufacturers, Distributors & Franchisers that want duplicatable systems to create pull-through sales at the dealer level.
✓ Authors, speakers, & trainers looking for incremental revenue from additional channels
✓ Companies & events looking for a proven, entertaining & engaging motivational SPEAKER & TRAINER.

★ SPECIAL OFFER FOR MY LINKEDIN CONNECTIONS ★
If you are SERIOUS about improving your sales results, you can "Pick my Brain" for 30 minutes. I guarantee 3 "A-Ha" moments. I usually charge $500 for this.

HTTP://STEVEROSENBAUM.COM/LINKEDIN-FRIENDS

Lead Conversion Specialist, Sales Trainer & CRM Expert for Small & Mid-Size Companies Seeking Growth

The Original "Back End Specialist" and Creator of the world’s first Back End Specialist Certification program that teaches, coaches and mentors ambitious marketing consultants how to improve funnel optimization and customer conversions for small businesses in their local markets.

* Author of Back End Blueprint
* Host of the popular podcast "Sell Or Starve"
* Host of the "Show Me Your Back End" Google Hangout (http://zaplink.us/bbbyt)
* Creator of Back End Specialist Certification Program
* Corporate Sales Trainer
* Motivational Speaker/Marketing Expert: Presentations include: Follow Up Forever, Show Me Your Back End, The Money Is In the Back End, Funnel Conversion Strategies for Small Businesses
* Product Creator: Back End Blueprint, SalesCPR, Offline Funnel Mastery, Time/Profit maximizer, Cold Call Eliminator, Cheapskate Eliminator, GateCrasher (with Stu Heinecke)
* Coaching Programs: Back End Specialist Training (BEST), Offline Funnel Mastery


My proprietary sales and marketing automation systems make businesses and their salespeople more successful by sifting through large amounts of data to find the best qualified prospects that are most likely to buy right now. In addition, our systems educate and nurture prospects so that they become more likely to buy from your company in the future.

This means that leads you pay for today, via sales efforts, trade shows, advertising, SEO, etc., have a much higher ROI because the system is so successful at nurturing them and developing them into paying customers. My systems also improve your sales process by raising closing ratios and providing measurable statistics for each salesperson. Everything is automated so that nothing falls through the cracks.

Large distributors, and manufacturers as well as independent businesses and salespeople have all benefited from my systems.

If you run a business, manage a sales team, are an independent Road Warrior, message me today, or visit http://SteveRosenbaum.com/linkedin-friends

Chief Marketing Strategist, Back End Specialist

SteveRosenbaum.com

Do you know your SSI score? It's your LinkedIn report card. The higher your score, the more leads you will get. Let me shoot you a personal video showing you how to increase your SSI up to 100%.

Founder LinkedInDominance.com: Original SSI Optimization Expert: More LinkedIn Leads & Speaking Gigs

My proven systems prevent lost opportunities and maximize lifetime revenue per customer for businesses serious about growing sales quickly.

We have helped businesses and professionals in 152 different countries. We can help you too. Connect with me today for case studies and more information

☛SPECIALTIES:
Flawless Followup | Marketing Automation | CRM | Sales Training | Speaker | Online Marketing | Lead Generation | Lead Qualification

Book a meeting to find out how I can provide you ready to buy leads
Schedule a meeting http://zaplink.us/calendar
Skype: stephen.j.rosenbaum
Call: 888-818-0039
or email: SJR-Private@SteveRosenbaum.com

The Original Back End Specialist

I create strategic follow up systems for companies and their sales teams to maximize revenue per customer.

Whether you are looking to re-engage lost customers (win back), or find new QUALIFIED leads that are "Ready, Willing and Able" to buy from you right now, I can help.

Book a meeting to find out how I can provide you ready to buy leads
Schedule a meeting http://zaplink.us/calendar
Skype: stephen.j.rosenbaum
Call: 888-818-0039
or email: SJR-Private@SteveRosenbaum.com

The Original Follow Up Specialist

UPDATE: Catch my latest episode at http://SellOrStarve.com!

Let me help you maximize revenue per customer.

I am "The Original Back End Specialist"; a Sales process expert and trainer that helps companies implement systems to maximize revenue per customer and revenue per salesperson. Two areas that savvy companies want to get a better handle on. 

★ Business Owner or Sales Managers and Salespeople will appreciate this... ★

Many of you go to sleep every night with that gnawing feeling that opportunities are falling through the cracks, customers are fleeing to the competition, or worse yet, forgetting about the wonderful products and services you work so hard to deliver (it's the #1 reason people stop doing business with you).

My proprietary systems put an end to all of these.

Looking for a way to quickly identify hot prospects that are "Ready, Willing and Able" to buy from you now?

I've got that.

Looking for a solution to quickly bring back existing customers that already know, like and trust you so that they buy from you again and again and again?

I've got that.

Looking to get more referrals, positive reviews and "good ole word of mouth advertising"?

I've got that covered, too... and more.

In fact, when you schedule a 30 minute exploratory call with me, I share with you 7 Core functions that every business must have in place to maximize revenue per customer.

And if you manage a sales team and would like to know how I can help you maximize revenue per salesperson, we can speak about that, too.

Sales Process Expert | Trainer | Speaker | Mentor | Coach | Podcaster | Original Back End Specialist

I help companies large and small integrate a profitable sales, marketing automation and social media networking strategy. 

If you are looking for a marketing automation expert with over 30 years experience, please contact me today. My proprietary processes have been implemented on numerous marketing automation and email marketing platforms including Infusionsoft, Ontraport, OfficeAutoPilot, Constant Contact, MailChimp, Leadpages and others. Companies looking for an expert specializing in lead generation and conversion of sales should contact me immediately at http://SteveRosenbaum.com/linkedin-friends.

Current clients include ecommerce, retailers, restaurants, builders, authors, speakers, consultants, financial companies, stocks and options, manufacturers, realtors, attorneys, webmasters, advertising agencies, radio stations, television stations and consumer products companies. 

I have been featured in the Wall Street Journal, Austin Business Journal and countless websites, newsletters, and ezines. In addition, I was one of 6 finalists in the nationwide “Better Your Best” Internet Marketers competition. 

Do you have an upcoming speaking engagement? 

I have presented to groups as large as 500 and regularly conduct online and in person training and webinars for companies of all sizes. I am a proven sales professional and consult with companies and individuals looking to improve their sales and marketing skills both online and offline. 

In these challenging times, it is essential that companies go to market with a purpose and with a system. I can help you, by utilizing state of the art technology, CRM’s, and automated sales programs to make sure that every lead is followed and nothing falls through the cracks.

Marketing Automation | CRM | Back End Specialist - Let me plug the holes in your leaky sales funnel

Bring back past customers to buy from you again in 3 days or less - Guaranteed or it's FREE!

Damn Good @ Getting You More Sales

Watch Show Me Your Back End, the first Google Hangout to help businesses perfect the "Back End" of their Marketing Funnel so that they could convert more prospects into paying customers.

Join the BuildBigBiz Google+ Circle at http://zaplink.us/bbbg for upcoming show information, and catch the replays of every episode at zaplink.us/bbbyt

Host - Show Me Your Back End Program

Attract crowds of hungry buyers and sell your own home fast with the Big, Bad Home Sale. This is the creative real estate solution Sherri and Steve Rosenbaum used to sell their home in 3 weeks with their private sale. Learn how to sell your home by owner, FAST...get fair market value, and don’t pay real estate commission.  Also for builders, real estate investors, foreclosures, and those who want to &quot;flip this house&quot;. Brought to you by http://BigBadHomeSale.com

Book Author - Big Bad Home Sale

Udemy

Top rated instructor at Udemy,com featuring top rated and category leaded training on personal branding, ecommerce, sales, marketing, management, consulting and training.

My courses have been taken by nearly 10,000 students in nearly 150 countries and have received near 5 star perfect ratings.

If you are a Business Owner, Sales Manager, Sales Professional or are in the fields of Management Consulting, Marketing and Advertising, Professional Training & Coaching, message me on LinkedIn today and I will be happy to grant you priority access to one of my courses as a special gift to my LinkedIn connections.

Instructor

ESPN

Join me Sunday mornings for Home Energy Solutions Radio.  Each week we help homeowners, builders and realtors navigate the tricky waters of green building, and energy efficiency.

Radio Host: Home Energy Solutions Show Co - ESPN Austin

BMC - Building Materials and Construction Solutions

Central Texas Regional Sales Manager

LC Industries

Vice President Sales and Marketing

𝗙𝗼𝗹𝗹𝗼𝘄𝘂𝗽 𝗠𝗮𝗱𝗲 𝗙𝗹𝗮𝘄𝗹𝗲𝘀𝘀. 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗠𝗮𝗱𝗲 𝗖𝗲𝗿𝘁𝗮𝗶𝗻. Ask Me About The 𝙁𝙖𝙨𝙩𝙚𝙨𝙩 Way To Get More Sales and Skyrocket Your ROI 𝙒𝙞𝙩𝙝𝙤𝙪𝙩 Spending A Penny On Paid Advertising

🎯 Elevate Your Sales Game with Unique Systems for Unprecedented Growth... 𝑾𝒊𝒕𝒉𝒐𝒖𝒕 𝑺𝒑𝒆𝒏𝒅𝒊𝒏𝒈 𝑨𝒏𝒐𝒕𝒉𝒆𝒓 𝑷𝒆𝒏𝒏𝒚 𝒐𝒏 𝑨𝒅𝒗𝒆𝒓𝒕𝒊𝒔𝒊𝒏𝒈

𝐓𝐡𝐢𝐧𝐤 𝐀𝐛𝐨𝐮𝐭 𝐓𝐡𝐢𝐬: It's 3 AM. You're not just thinking about hitting your targets, but smashing them. You've tried everything, yet consistent growth remains elusive. 

Here's what you're missing, your business is a powerhouse waiting to be unleashed, but your current lead management systems are barely scratching the surface, failing to discover the hidden gems within.

𝐓𝐡𝐞 𝐅𝐥𝐚𝐰𝐥𝐞𝐬𝐬 𝐅𝐨𝐥𝐥𝐨𝐰𝐮𝐩® 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞:
👉🏽 𝐔𝐧𝐞𝐚𝐫𝐭𝐡 𝐇𝐢𝐝𝐝𝐞𝐧 𝐏𝐫𝐨𝐟𝐢𝐭𝐬: Tap into the CorrectCadence™ system that can double—even triple—your sales from the same number of leads.
👉🏽 𝐑𝐞𝐯𝐢𝐭𝐚𝐥𝐢𝐳𝐞 '𝐃𝐞𝐚𝐝' 𝐋𝐞𝐚𝐝𝐬: Re-engage long-forgotten contacts with LeadsCPR.
👉🏽 𝐒𝐡𝐨𝐫𝐭𝐜𝐮𝐭 𝐭𝐨 𝐖𝐢𝐧𝐧𝐞𝐫’𝐬 𝐂𝐢𝐫𝐜𝐥𝐞: See immediate results with SalesCPR.
👉🏽 𝐓𝐡𝐞 𝐋𝐄𝐀𝐂 𝐏𝐫𝐨𝐨𝐟 𝐒𝐚𝐥𝐞𝐬 𝐏𝐫𝐨𝐜𝐞𝐬𝐬: Propel your closure rates to new heights.
👉🏽 𝐘𝐨𝐮𝐫 𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐨𝐫𝐬' 𝐖𝐨𝐫𝐬𝐭 𝐍𝐢𝐠𝐡𝐭𝐦𝐚𝐫𝐞: Set standards that keep your rivals guessing.
👉🏽 𝐓𝐮𝐫𝐧 '𝐌𝐨𝐫𝐞 𝐋𝐞𝐚𝐝𝐬' 𝐢𝐧𝐭𝐨 '𝐌𝐨𝐫𝐞 𝐒𝐚𝐥𝐞𝐬': Optimize your lead handling.
👉🏽 𝐅𝐫𝐨𝐦 𝐋𝐞𝐚𝐝 𝐭𝐨 𝐂𝐥𝐨𝐬𝐞𝐝 𝐃𝐞𝐚𝐥 𝐢𝐧 𝐑𝐞𝐜𝐨𝐫𝐝 𝐓𝐢𝐦𝐞: Reduce your sales cycle dramatically.
👉🏽 𝐍𝐞𝐯𝐞𝐫 𝐌𝐢𝐬𝐬 𝐭𝐡𝐞 𝐌𝐚𝐫𝐤 𝐀𝐠𝐚𝐢𝐧: Implement fail-proof strategies.
👉🏽 𝐒𝐞𝐥𝐥 𝐖𝐡𝐢𝐥𝐞 𝐘𝐨𝐮 𝐒𝐥𝐞𝐞𝐩: Automate to close deals even off-hours.
👉🏽 𝐓𝐡𝐞 𝐋𝐚𝐬𝐭 𝐒𝐚𝐥𝐞𝐬 𝐒𝐲𝐬𝐭𝐞𝐦 𝐘𝐨𝐮’𝐥𝐥 𝐄𝐯𝐞𝐫 𝐍𝐞𝐞𝐝: Adopt enduring, adaptable strategies.

𝐄𝐧𝐝 𝐒𝐥𝐞𝐞𝐩𝐥𝐞𝐬𝐬 𝐍𝐢𝐠𝐡𝐭𝐬: Transform your approach to achieve predictable, consistent, and measurable results that not only meet but exceed your expectations.

𝐘𝐨𝐮𝐫 𝐍𝐞𝐱𝐭 𝐌𝐨𝐯𝐞: Cut through the uncertainty. Book a call today and let’s develop a custom plan that propels your business from routine to remarkable. Walk away with a clear, actionable blueprint designed to significantly boost your sales—no extra ad spend, just strategic, results-driven methodologies.

🔥 𝐓𝐚𝐤𝐞 𝐃𝐞𝐜𝐢𝐬𝐢𝐯𝐞 𝐀𝐜𝐭𝐢𝐨𝐧: Ready to revolutionize your sales team operations? Spend just 30 minutes with me, and I’ll provide you with a Custom Blueprint that’s a game-changer for your business.

𝐁𝐨𝐨𝐤 𝐘𝐨𝐮𝐫 𝐂𝐚𝐥𝐥: Secure your FREE Blueprint today at https://30minuteblueprint.com

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Robert Napoli

Steve Rosenbaum

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