Jordan Digital Marketing

A remote digital agency offering customized paid acquisition and organic marketing for high-growth companies. We combine in-house partnership standards with agency expertise and pride ourselves on methodical planning and execution while remaining radically transparent. Our clients typically spend at least $50,000/month on digital advertising, and our focus on advanced analysis and offline conversion integration gets more from every single dollar of budget. 

Since our founding in 2017, we have helped clients:
  -  Achieve 6 successful exits
  -  Reach unicorn valuations of over $1B 3 times
  -  Raise nearly $2B of funding
  -  Grow organic traffic by an average >100%

Founder & CEO

MKT1

MKT1 Capital is an early-stage fund, led by former marketing leaders Emily Kramer and Kathleen Estreich. MKT1 invests in Pre-Seed through Series A B2B startups across industries and helps startups build marketing.

Limited Partner

Pavilion

Pavilion is a private, invite-only, membership organization for the world's top commercial growth operators.

Executive Member

Hired, Inc.

At Hired I managed SEM, Retargeting, Display advertising and Linkedin advertising for candidate acquisition.  I took over a Google account that had been left on autopilot and turned it into the most efficient paid marketing programs we had, then I worked to mentor and train other team members to manage it for me so that I could take on the much bigger challenge of managing our Linkedin account.

 - Managed the 3rd largest LinkedIn account in the world
 - Decreased cost per conversion 20% in LinkedIn over the course of 6 months
 - Cut SEM cost per acquisition in half during the course of 2017
 - Increased weekly candidate acquisition by 140% in my first 4 months of running SEM

Head of Search & Display

Weebly

As the 2nd marketing hire at Weebly (Acquired by Square) I profitably grew the annual paid media budget from $0-$7M+

- Actively managed SEM, GDN, Youtube, and affiliate marketing efforts
 - Managed SEM in 8 unique geographies and 4 different languages
 - Expanded campaigns, ad groups and keywords on a regular basis
 - Responsible for ad and landing page testing initiatives
 - Tested new targeting options for GDN and Youtube to improve efficiency and grow volume
 - Managed affiliate marketing relationships and channel growth

Senior Online Marketing Manager

- Launched SEM, GDN, Youtube, Pandora, Facebook, and in house affiliate marketing efforts
 - Managed remarketing efforts across multiple display networks
 - Facilitated launch of our attribution platform and paid search management software

Online Marketing Manager

PPC Associates (now 3Q Digital)

·   Managed accounts such as Warby Parker, Minted, WePay, Fitbit, Light In The Box, Tophatter, LiveOps, and Bussinessuites.
·   Worked on a wide range of accounts, with different goals, and developed different tactics to achieve those goals
·   Developed strategies to drive revenue for clients focused on multi step conversions, lead generation, and pure e-commerce
·   Aggressive in testing new betas, and developing new best practices to constantly drive accounts forward
·   Managed feeds for PLA ads in addition to running very well segmented PLA campaign break outs
·   Managed accounts that were primarily traffic source was GDN in addition to search driven accounts

Account Manager

Build.com

Managed a team that oversaw SEM and PLAs (now Google Shopping) for all HVAC categories on the Build.com network of stores.  Sites include Handlesets.com, Ventingdirect.com, Pullsdirect.com, Ventingpipe.com, and HVAC categories on Build.com.

SEM Category Manager

Develop and manage PPC marketing campaigns for Handlesets.com, Ventingdirect.com, Ventingpipe.com, Pulldirect.com, and HVAC categories on Build.com

PPC Marketing Clerk

Impact Media Group

·   Worked to develop an sms marketing campaign
               ·   Developed sales materials, and presentations
               ·   Assisted in the launch of chicoprofessionals.com
               ·   Produced an animated commercial
               ·   Co-directed multiple commercials

Intern

Graduate Marketing Inc

· Coordinated wipe away board campaigns for CSU, Chico, UC Davis,
                 and UN Reno campuses
               · Sold $21,080 for campus wipe away board campaign
               Campus Advertising Coordinator                                 August 2007
               · Coordinated wipe away board campaigns for CSU, Chico, and UC Davis
                 campuses
               · Sold $13,985 for campus wipe away board campaign

Senior Advertising Coordinator

NCN Action News

· Assisted in filming and editing of sports highlight segments for local sports
               · Assisted in producing local sport stories, and interview packages
               · Adhered to rigid deadlines

Sports Intern

Digital marketing agency of record for high-growth SaaS, FinTech, and eCommerce brands | Customer-first marketing that drives real business impact | Marketing ops for smarter measurement

In 2017, I was laid off from a great job at a struggling startup.

…so I decided to bet on myself.

I had 10 weeks’ worth of severance, and I told my wife that I would be able to pay rent at the end of the second month, or I would go get a job.

That was 7+ years ago

I’m now the CEO & Founder of an amazing digital marketing agency driving growth for SaaS, FinTech, and eCommerce brands. Since 2017, we’ve helped some of the most disruptive brands around exceed their ambitious growth goals.

Some team stats:
❤️ We’ve grown the team to over 27 people
❤️ We have employees in 14 different states
❤️ 100% of our senior promotions have been from within

Since working with us, 3 clients have gone public:
📈 Upstart - NASDAQ: UPST
📈 Loop.tv - NYSE: LPTV
📈 Markforged - NYSE: MKFG

Since working with us, 3 clients have achieved unicorn status, 2 of which went from Series B to Unicorn while working with us:
🚀 Sentry - JDM client since 2019, raised $190M+ since then, & are now valued at more than $3B
🚀 Pilot - JDM client since 2019, raised $100M since then, & are now valued at $1.2B
🚀 Glean - As of September 10, 2024, Glean Technologies Inc. is valued at $4.6 billion 

Since working with us, 6 companies have been successfully acquired
🤝🏼Azlo
🤝🏼Tulip
🤝🏼Ned Stevens
🤝🏼ICC
🤝🏼Hopscotch
🤝🏼Mobydish

We've also worked rockstar clients like:
⭐ Truecar
⭐ Lending Club
⭐ Foursquare
⭐ PandaDoc
⭐ Secureframe
⭐ Floatme
⭐ Nimble
⭐ Nintex
⭐ Sprig (formerly Userleap)

Just to name a few...

Our clients have had countless new fundraising rounds totaling more than $3.5 billion dollars.

Let me know if you want to talk about how we can help your brand grow

If you want to get started working with us:
👉GO HERE: jordandigitalmarketing.com/contact
👉Email: tyler@jordandigitalmarketing.com


Always happy to help others!

Tyler Jordan

Google's been busy - along with the bells and whistles of new AI (we'll let that dust settle before commenting), they've delivered some demand gen goodies and one update that should give everyone pause. That, plus nice new insights from Instagram in this month's CTR highlights.

Digital marketing agency of record for high-growth B2B, SaaS, and FinTech brands | Customer-first marketing that drives real business impact

Knowledge-sharing is a big part of account management at my agency. Our SMEs keep their teammates regularly updated on new feature releases from major

Open article: CTR Insights, November 2025: Good Google, Bad Google by Tyler Jordan • 4 min read

CTR Insights, November 2025: Good Google, Bad Google

Otter Public Relations

Otter PR was founded on one principle – getting amazing media coverage for every client, guaranteed. We strive to honor that every day and are immensely proud of what our team has been able to accomplish. Our team of media experts has over 100 years of combined experience in getting valuable media coverage for a variety of brands. With highly experienced publicists and world-class writing staff, you will be blown away what we can accomplish.

Visionary & Co-Founder

American Medical Association

President of Touro Harlem Chapter

Co-Founder at Otter PR & Otter Leads

In the last decade I've built a Inc 5000 fastest-growing company & a 7-figure marketing agency.

My mission is to help entrepreneurs create their ideal business & life with cold email and B2B lead gen.

Lead Generation Expert | Founder of Otter Leads | #1 Agency in G2, UpCity, & Clutch in the USA

If you want to learn how to profitably generate leads with cold email:

→ GO HERE:  https://leadgenjay.com/8m-leads?utm_source=sleek

If you want LIVE coaching with me & Done-For-You email systems:

→ GO HERE: https://leadgenjay.com/insiders-x?utm_source=sleekbio

YouTube: @leadgenjay
Twitter: @leadgenjay
Instagram: @leadgen

🔧 The Problem I Solve:
In today's fiercely competitive marketplace, maintaining a steady flow of qualified leads is paramount for businesses looking to thrive. Yet, many organizations find themselves grappling with the challenge of keeping their sales pipeline consistently full. This is where I come in. I have made it my mission to alleviate this pain point for businesses across various industries.

💡 How I Help:
As an experienced Lead Generation Expert, I leverage my extensive knowledge and expertise to deliver tailored lead generation strategies that produce tangible results. By utilizing cutting-edge tools, data-driven insights, and a deep understanding of the B2B landscape, I help companies identify and engage with their ideal target audience.

🚀 What Sets Me Apart:
At Otter Leads, we take a holistic approach to lead generation. We understand that every business is unique, which is why we craft customized solutions that align with your specific goals, target market, and industry dynamics. Whether you're a startup looking to gain traction or an established enterprise seeking to expand your customer base, I have the skills and strategies to fuel your growth.

🏆 Results That Matter:
Over the years, I have had the privilege of partnering with numerous organizations, guiding them towards achieving exceptional results. Through our collaborative efforts, my clients have experienced accelerated lead generation, increased conversion rates, and ultimately, greater revenue generation. I take immense pride in witnessing the transformative impact my work has on the success of businesses like yours.

Dr. Jay Feldman

Gmail just killed 50% of cold email deliverability overnight.

Here's what's actually happening (and what to do about it):

Google rolled out a major crackdown this week that's hitting cold emailers hard across the board.

I've been testing with our insider community and here's what we're seeing:

The Problem:

→ Inbox rates to Gmail dropped by 50% almost instantly
→ Hitting both premium SMTP providers AND Google Workspace users
→ Perfect domain setup and authentication don't matter right now
→ Google's AI is flagging patterns we haven't seen before

What's Really Going On:

Google's trying to clean up spam before the holidays (when email volume explodes). Their filters got way more aggressive, and they're catching legitimate cold emails in the crossfire.

They're scanning for:
- Promotional language patterns
- Identical email copies across senders
- Custom tracking domains that create sender fingerprints
- One-click unsubscribe links (ironically)

Your Action Plan Right Now:

1. PAUSE Gmail sends temporarily
Use Instantly's segmentation to separate Gmail leads from Microsoft/other providers. Save those Gmail contacts for later campaigns.

2. Triple down on email variation
Heavy spin tax isn't optional anymore. Google's AI detects duplicate patterns instantly. Every send needs to look different.

3. Strip out the sales language
Short, conversational, human emails. If it sounds like marketing copy, it's getting flagged.

4. Audit your domain setup
Check your DNS records and ditch custom tracking domains that point multiple domains to one IP. That's a red flag now.

5. Consider domain age
Newer domains are getting hit harder. If you're using fresh domains, expect lower performance until this settles.

The Reality Check:

We've seen this before with Microsoft last year. The community figured it out, and deliverability came back within 2-4 weeks.

This isn't permanent, but it requires patience and adaptation.

I'm running daily tests with top cold email experts and sharing results with our insider community as we learn what works.

Are you seeing the same deliverability drops to Gmail right now?

Watch the full breakdown and technical details here: https://lnkd.in/eicSpdWq

#ColdEmail #EmailDeliverability #LeadGeneration #B2BMarketing #AIAutomation

YouTube's #1 Expert in B2B Lead Generation & Cold Email Outreach. Helping business owners install AI lead gen machines to get clients on autopilot. Founder @ Otter PR

No alternative text description for this image

I've spent $350/month on Clay for the last year and generated $1.2M in pipeline. Today I'm sharing my entire starter table for FREE.

Most people sign up for Clay and have no idea where to start.

They see the power but get overwhelmed by the complexity.

So they either never launch their first table, build something that doesn't work, or waste credits on tests that go nowhere.

This starter table includes:
→ Lead qualification workflow to filter out bad fits 
→ Waterfall email enrichment (saves you credits) 
→ Catch-all verification so you don't waste sends 
→ AI personalization prompts that converts prospects 
→ Offer niching logic (matches case studies to industries) 
→ Direct integration setup to Instantly/Smartlead

I've built 50+ tables across lead gen, PR outreach, and client campaigns. This is the exact foundation I use for every single one.

Comment "Clay" and I'll send you the table.

Google just shut down thousands of Gmail accounts used for cold email.

Here's exactly how we rebuilt our entire infrastructure to survive.

My situation: 90% of our cold email setup relied on Google Workspace. When the ban wave hit, I had 48 hours to redesign everything or watch our lead generation system collapse.

My process:

1. Removed every custom tracking domain from all mailboxes. Those CNAME records pointing to Instantly AI? They're fingerprints Google uses to identify cold emailers. Gone.

2. Killed all open and link tracking. No unsubscribe links either. These create detectable patterns ESPs hunt for.

3. Dropped sending volume to under 20 emails per mailbox per day. High volume flags accounts faster than anything else.

4. Enabled Instantly AI's advanced deliverability features: inbox placement recurring testing and AI block list triggers that automatically skip hostile prospects before they report you.

5. Diversified infrastructure across three platforms: Google Workspace reseller accounts (not legacy panels), Microsoft 365 through inboxing.com (49 mailboxes per domain at $30/month), and premium SMTP providers like Mission Inbox and Mailin.ai.

6. Built comprehensive block lists of unsubscribers and hostile contacts, then set up filters to prevent re-contacting them across all campaigns.

7. Switched to API-based mailbox management for programmatic control and faster scaling.

The results: Zero accounts shut down in 30 days. Deliverability rates stabilized at 85%+ inbox placement. Client campaigns running smoothly with no interruptions.

This approach took me three weeks of testing but now our infrastructure can handle Google's detection patterns without panic.

The cold email game changed permanently. The setups that worked six months ago will get you banned today.

What's been your experience with recent deliverability changes?

Want the full breakdown with provider discount links? Watch the complete video: https://lnkd.in/eVdc87ME

#LeadGeneration #AIAutomation #B2BMarketing #ColdEmail #EmailDeliverability

One of the easiest ways to increase cold email replies from executives?

Tone-matching.

Executives respond to people who sound like they operate in the same world as they do.

 But most cold emails sound like fan mail… not peer-to-peer communication.

If you write to a Fortune 500 VP like you're texting a buddy, you immediately position yourself as low-leverage.

But when your outreach mirrors the structure, clarity, and precision they use in earnings calls or internal memos, everything changes:
• Higher reply rates
 • More respect
 • Faster decisions
 • Stronger positioning

Study their LinkedIn posts. Their interviews. Their press quotes.
 
Mirror the way they think and communicate, without sounding robotic.

AI + Clay.com can do the heavy lifting on personalization.

 Your job is to decide the tone.

Do this right and “cold email” stops being cold at all.

Comment "Copy" below to get my AI to write your cold emails using this strategy


#salesleadership #b2bsales #coldemail #outboundstrategy #businessdevelopment #entrepreneurship #leadgenjay #JayFeldman #salesenablement #communication

I automated my entire YouTube promotion strategy and grew my reach across 5 platforms in under 2 minutes per video.

Zero manual posting. Zero forgotten uploads. Just consistent visibility.

Here's the exact system I built:

My situation: I was spending 2-3 hours promoting each YouTube video across LinkedIn, Twitter, Facebook, and my blog. By the time I finished, I'd lost all momentum and half my audience had already moved on.

My process:

1. Set up automated video detection that runs 3x daily, checking for new uploads in the last 6 hours while filtering out shorts (converts duration to seconds to catch only long-form content)

2. Built a Google Sheets verification system that cross-references promoted videos to eliminate duplicate posts and tracks every campaign automatically

3. Used Ampify to extract full transcripts in JSON format, then fed them to GPT-5 Mini to analyze tone, tools, tactics, and key points from each video

4. Created dual AI image workflows using Imagining by FAI (one square for social, one landscape for blogs) with custom prompts generated by ChatGPT to match my brand style

5. Deployed Claude Sonnet to write platform-specific copy - full LinkedIn posts, structured Twitter threads with hooks, and Facebook content that actually fits each platform's culture

6. Configured Blot and Blotato to auto-post everything simultaneously while a parallel workflow publishes SEO-optimized blog posts to my site with embedded videos and images

7. Set up email recaps that summarize every campaign with thumbnails, AI images, promo text, and blog links so I always know what went live

The results: Every video now gets promoted across LinkedIn, Facebook, Twitter, BlueSky, and my blog within minutes of publishing. My engagement rate jumped 240% because content hits audiences while the topic is still fresh. I've reclaimed 12+ hours per week.

This approach took me about 8 hours to build initially, but now it runs on autopilot and my content reaches 5x more people without me touching a single post button.

What's been your biggest bottleneck in promoting your content consistently?

Want to see the full breakdown? Watch the complete system walkthrough: https://lnkd.in/e7vmvbhG

#LeadGeneration #AIAutomation #ContentMarketing

I generated 100+ qualified leads in 30 days using LinkedIn automation:

Here's exactly how I did it.

My situation: Cold email response rates were tanking. LinkedIn was the obvious next channel, but I needed a scalable system that wouldn't get accounts banned.

My process:

1. Set up LinkedIn Sales Navigator with hyper-specific filters. I narrowed my target list to 2,500 prospects using job title, location, and recent job changes. The tighter your targeting, the better your results.

2. Used Aimfox to automate outreach across multiple accounts. I went with their rental accounts at $99/month each because they handle the warm-up and profile optimization. Your accounts need to look real and act real.

3. Sent blank connection requests instead of personalized notes. This sounds backwards, but acceptance rates skyrocketed. No one wants to read a sales pitch before connecting.

4. Built rapport after connection by reacting to posts and endorsing skills. Wait 2-3 days, then send your first message. This isn't cold anymore, it's warm.

5. Tested different message sequences using A/B testing. My winning formula: reference their content, share a relevant case study, then send a personalized insight generated from their profile data.

6. Integrated everything with Make.com for automated lead imports and follow-ups. The AI research tool enriched every prospect with custom talking points before they entered the campaign.

7. Withdrew unanswered requests after 28 days to keep my acceptance rate high. LinkedIn's algorithm rewards accounts that maintain strong engagement metrics.

The results: 100+ positive replies, roughly 20% converted to booked meetings. LinkedIn outperformed cold email by 3x on conversion rates.

This approach took me about 2 weeks to dial in, but now it runs on autopilot while my team handles the replies.

What's been your experience with LinkedIn outbound in 2024?

Watch the full breakdown of my exact campaign setup and message templates here: https://lnkd.in/ekzziMSE

#LeadGeneration #AIAutomation #B2BMarketing #LinkedInStrategy #SalesAutomation

Sending 100K cold emails per month nearly destroyed my business.

And here's what nobody tells you about scaling:

More inboxes = more problems.

At 1,000 emails/month:
- You can manually handle replies
- Lead management is straightforward
- One list refresh lasts weeks

At 10,000 emails/month:
- Reply buildup starts becoming an issue
- You need dedicated list management
- Copy variations matter more

At 100,000+ emails/month:
- Reply volume becomes overwhelming
- Lead mismanagement is a real threat
- Lists run out FAST
- Copy burnout becomes your biggest enemy

The most common mistakes I see:
1. Scaling before your team is ready to handle the reply volume
2. Not having someone dedicated to processing lead data
3. Running out of quality lists mid-campaign
4. Using the same copy at scale (hello spam filters)

We currently manage 500-1,000 mailboxes across our companies.

That's $1,500-$3,000/month in infrastructure alone.

But the actual cost is the team needed to manage it properly.

So my question for you:
What's your comfort level with cold email volume?

And more importantly, is your team ready for what comes with it?

Drop a comment and let me know where you're at 👇

I've been gatekeeping this for way too long.

There's a website that lets you set up mailboxes for cold email at a fraction of what most people pay.

While everyone's spending $8/month per mailbox on Google Workspace...

I'm running hundreds of active mailboxes for less than $1.50 per mailbox.

The cold email pros have known about this for years. But nobody talks about it because:
→ They don't want their competition finding out 
→ They're selling overpriced setup services 
→ They're gatekeeping to maintain their edge

I'm done with that.

Here's what this service gives you:
• Unlimited inbox scaling potential 
• Dead simple setup (literally 3 clicks) 
• Direct export into Instantly 
• Professional SMTP infrastructure 
• Domains you own and control

The catch, though, is that you need to know what you're doing with cold email. This isn't a "set it and forget it" solution for beginners.

If you don't manage your sender reputation properly, you'll burn through IP addresses fast.

But if you've already got a working cold email system with Google or Microsoft...

And you're ready to scale without breaking the bank...

This is the move.

I'm currently using this service alongside my Google/Microsoft mailboxes to diversify my infrastructure.

It's how we send hundreds of thousands of emails monthly without relying on a single provider.

Want to know the exact website?

Comment "INBOX" below and I'll send you the link

I scaled my PR agency to 890 mailboxes and 700K emails per month with a single cold email campaign.

Most agencies struggle to book clients. They send generic pitches that scream "I want your money" and get ignored.

We did the opposite.

Instead of cold emailing businesses as a PR firm saying "we'll get you media coverage," we reached out as journalists interested in covering their story.

By doing this companies were 5x more responsive to speaking with a "journalist" about their success than dealing with another PR agency trying to sell them.

One campaign generated 47 opportunities worth $141,000 from just 29.6K emails. Our best-performing segment hit a 67.6% positive reply rate.

And this wasn't by luck…

The framework was simple: get in the door, build trust through the conversation, then smoothly transition to the PR offer once they're engaged.

After implementing this, we scaled to Inc 5000 recognition and now run one of the largest cold email infrastructures in the PR space.

The lesson here is that sometimes the best way to sell something is to stop selling it directly.

Want the exact cold email framework that got us there?

Comment "RANK"

I'll send you the complete training on how we built this system with a single cold email strategy.

I had 3 different automations handling my course intake.

Each one doing something slightly different. 
Each one adding unnecessary complexity. 
Each one creating more room for error.

I thought I was being thorough.

Turns out, I was just being lazy.

Here's what happened:

Every time someone enrolled in my N8N Masterclass, three separate workflows would fire:
- One to send a card
- One to update their contact
- One to add them to Google Sheets

It was messy. Inefficient. And honestly just embarrassing.

So I spent an afternoon consolidating everything.

Here's what I did:

Step 1: Merged the "send card" automation into the main webhook → Copied the node, pasted it, deleted the redundant workflow

Step 2: Killed the "update contact in GHL" step entirely → They already filled out the form IN GHL, so it was already updated. Why was I doing this twice?

Step 3: Streamlined the Google Sheets integration → One clean append row action. Done.

3 workflows became 1. Less complexity = less room for error. Less maintenance = more time building.

The biggest lesson was that part of getting good at building automations isn't adding more steps.

It's making them as simple as possible.

Before you build your next automation, ask yourself:

"Can I do this in fewer steps?" "Am I duplicating work somewhere?" "What can I consolidate or eliminate entirely?"

Your future self will thank you.

Are you still running multiple automations that could be one?

Your N8N automation breaks at 3am.

You have no idea why.

You spent hours building the perfect workflow.

Connected your triggers. Mapped your fields. Everything looked green.

But when data flows through… 💥 It explodes.

Here's what happened:

Your form trigger captured "Email" (capitalized). Your webhook captured "email" (lowercase).

N8N sees these as two completely different variables.

So when your workflow hits the Google Sheets node expecting "Email"...

But receives "email" instead
→ Red error messages 
→ Broken automation
→ Lost leads

I've seen this kill workflows for businesses pulling in £100K+/month.

The fix to this is the Edit Fields node.

Here's what you do:
1️⃣ Add an "Edit Fields" node right after EVERY trigger 
2️⃣ Map all variables to the same format (I use all lowercase) 
3️⃣ Rename everything consistently: "email", "name", "phone"

Now it doesn't matter if the data comes from:
Your form (Email)
Your webhook (email)
Your CRM API (EMAIL)

It all gets normalized to the same format.

Here’s an example:
Before normalization: ❌ Form sends "Email" → Sheets expects "email" → Error
After normalization: ✅ Form sends "Email" → Edit Fields converts to "email" → Sheets receives "email" → Success

This single step prevents 90% of workflow failures.

AND always normalize data BEFORE it hits your main workflow.

Set it once. Never worry about capitalization breaking your automations again.

What's the most frustrating automation error you've ever dealt with? 👇

I cut 30 software subscriptions from my PR agency.

Then we scaled from $200K to $800K per month.

Three years ago, my tech stack was a mess.

I had subscriptions I forgot about. Tools that did the same thing. Software I bought because some guru said I "needed" it.

That's when I did something radical, I cut everything that didn't directly generate revenue or deliver client results.

I went from 50 tools down to 20.

Here's the truth most agency owners won't admit…

They're scared to cut tools because it feels like losing capability. 
They think more software equals more competitive advantage. 
They confuse busy work with revenue-generating activities.

But the math is simple.

Every tool costs money. Every tool requires learning time. Every tool creates another potential failure point.

My 20-tool stack handles everything:

- Cold email infrastructure that keeps deliverability above 95%. 
- Lead generation systems that find and verify prospects at scale. 
- Automation that connects every system without breaking. 
- LinkedIn operations running on autopilot. 
- Team management and hiring that costs $5/hr for world-class talent.

The difference between $200K and $800K was removing everything that didn't matter.

I've packaged up my complete list of 20 tools, including how we use each one and exclusive discount codes that'll save you thousands.

Comment ‘TOOLS’ below and I'll send it over.

I generated 247 qualified leads in 90 days using a custom bespoke offer system:

Here's exactly how I did it.

My situation: I was losing thousands on custom projects with scope creep, payment disputes, and clients ghosting after I'd already done the work.

My process:

1. Built a custom request form (JotForm) that captures project details, budget range, and client experience level before any sales call happens

2. Connected the form to Notion using automation tools so every submission creates a tracked project with an AI agent that reviews feasibility and suggests initial pricing

3. Only take calls with pre-qualified prospects who've filled out the form completely (this alone saved me 15+ hours per week on tire-kickers)

4. Lock in scope and pricing during a single clarification call, then immediately generate a custom contract using GoHighLevel templates with merged fields for that specific project

5. Require payment upfront or in phases before starting any work (I pass credit card fees to clients or encourage ACH to reduce disputes)

6. Assign the right team specialist based on project type (GoHighLevel expert, AI automation specialist, etc.) and track everything in Notion

7. Reference the signed contract anytime scope creep starts and offer additional work as a separate quoted project

The results: 247 qualified custom project leads, 89% contract close rate, zero payment disputes in the last 6 months, and my team handles 90% of project execution without me.

This approach took me 3 months to build and refine but now I'm closing $40K to $60K monthly in custom work without the chaos.

What's been your experience with managing custom client projects?

Want the full breakdown? Watch the complete system walkthrough here: https://lnkd.in/eGF_F5N9

#LeadGeneration #AIAutomation #B2BMarketing

I built a sales pipeline that tracks 47 deals worth $470,000 right now.

Here's the exact setup I use (and you can steal it today).

My situation: I was losing track of leads, forgetting follow-ups, and had zero visibility into which deals were actually moving forward. My "CRM" was a messy spreadsheet and my inbox.

My process:

1. Created 6 pipeline stages that mirror my actual sales conversations: Interested Lead, Call Scheduled, Hot Lead, Cold Lead, No-Show, and Contract in Progress. Status (Won/Lost/Abandoned) moves front to back, stages move left to right.

2. Set up automatic opportunity creation the moment someone books a call. The system assigns the deal value ($10K for my high ticket offer), sets the stage to "Call Scheduled," and attaches it to their contact record.

3. Built a post-call form my team fills out in 30 seconds. Based on their answers (hot lead, cold lead, no-show, or closed), automation instantly moves the opportunity to the right stage and updates the status.

4. Added engagement scoring that runs in the background. Email opened = +1 point, reply = +3 points, form submission = +5 points, meeting booked = +10 points. When someone hits 50+ points, my team gets an alert that this lead is ready to close.

5. Connected everything to a dashboard that shows me open deals, won/lost ratios, and which salesperson is contributing what revenue. No more guessing about pipeline health.

The results: I can see my entire sales operation at a glance. My team knows exactly which leads to prioritize. Deals don't fall through the cracks anymore. And I finally have real data to make decisions about scaling my sales team.

This setup took me 3 hours to build but now saves me 10+ hours every week on manual tracking and follow-up management.

What's been your biggest challenge with managing your sales pipeline?

Watch the full step-by-step setup walkthrough here: https://lnkd.in/eHDMY6v8

#LeadGeneration #AIAutomation #B2BMarketing

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The Battle

Tyler Jordan

Dr. Jay Feldman

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Performance ScoreTyler Jordan's LinkedIn Performance

Performance ScoreDr. Jay Feldman's LinkedIn Performance

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taplio

The Battle

Tyler Jordan

Dr. Jay Feldman

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