Level Up Podcast Season 1 Episode 4 -Back to Basics: Integrating Tradition with Tech in Sales
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### Episode 4 Show Notes
**Hosts:** Niall, Andy McNeil
**Guests:** Bill Kelly, Kevin Dugan, Perry
Williams (Co-hosting)
#### **1. Introduction**
- Host Niall welcomes everyone and
introduces co-hosts Andy McNeil and Perry Williams.
- Perry, standing in for Chris, shares
insights from across Europe.
#### **2. Teamworx Segment: Interview with
Bill Kelly**
- **Guest:** Bill Kelly, Vice President of
IT
- **Discussion Points:**
-
Bill's role and background in IT and retail distribution.
-
Upcoming IT projects and improvements including Microsoft Dynamics 365, new
inventory visibility, and changes to the credit card payment system.
-
New features to assist sales teams and integration challenges.
- **Thought Provoking Question:** Niall
asks Bill what the one thing we are not talking about that we should be? Bill
discusses the importance of optimizing inventory to improve company
profitability and reduce costs.
#### **3. In-Case-You-Missed-It Segment**
- **Host:** Andy McNeil
- Andy recaps recent updates including
Nissan Rogue sales details, the Audi Military Program, and upcoming Nissan
Altima promotions.
#### **4. Getting Back to Basics**
- **Discussion with Perry Williams**
-
Focus on the fundamentals of sales, such as personal customer interactions and
the importance of old-school sales techniques.
-
Discussion on integrating new tools like AI with traditional sales methods to
enhance customer engagement and sales effectiveness.
#### **5. Interview with Kevin Dougan**
- **Guest:** Kevin Dougan, Owner of
Contagency
- **Topics:**
-
Kevin’s role in bridging the gap between field sales and corporate marketing
strategies.
-
Enhancing digital marketing strategies for ISRs, focusing on effective Facebook
advertising and use of AI.
-
Best practices and common mistakes in digital advertising.
#### **6. Wrap-Up**
- Niall and Perry wrap up the episode,
discussing key takeaways and teasing the upcoming masterclasses on AI and
social media advertising.
- Call for audience input on what they want
the first masterclass to focus on.
### **Looking Forward**
- Announcement of future episodes featuring
other key figures and continued focus on sales strategies, digital marketing,
and practical application of AI
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