Are you pouring money into marketing with no idea what’s actually working? In this episode, Erica Bailey sits down with CRM and lead nurturing expert Jason Kramer, founder of Cultivize, to expose the blind spots that cost businesses thousands—and the simple systems that fix them.

Jason shares his journey from teenage side hustler to CRM strategist for 7-figure companies, and how most businesses are sitting on gold they’re not mining. Discover how to close the gap between marketing and sales, why your CRM isn’t doing what you think it is, and how follow-up automation can unlock hidden revenue.

TIMESTAMPS
00:00 Introduction to CRM and Human Behavior
02:46 The Importance of Best Practices in CRM
05:40 Entrepreneurial Journey and Control of Destiny
08:17 Understanding CRM and Its Core Functions
11:01 The Role of Lead Nurturing in Sales
13:56 Marketing Automation and Its Impact
16:49 Best Practices for Midsize Businesses
19:35 Real-Life Examples of CRM Success
22:39 The Future of CRM and Marketing Integration
28:59 Leveraging Existing Relationships for Growth
32:49 The Importance of Accountability in Business
37:27 Understanding Business Growth and Operations
41:10 Identifying Business Needs and Pain Points
45:52 Choosing the Right CRM for Your Business
52:06 The Art of Follow-Up in Lead Nurturing

Takeaways

Understanding human behavior is crucial in CRM.
Natural conversations lead to better insights.
Education is key in marketing and sales.
Marketing often lacks strategic alignment.
Follow-up is essential for closing deals.
CRM should integrate with existing tools.
Segmentation of leads enhances communication.
Nurturing leads requires consistent engagement.
Building relationships is fundamental to sales success.
The right CRM can transform business operations.

Sound Bites
"It's all about education."
"Marketing is broken."
"It's all about karma."

Let’s Stay Connected!
Thank you for tuning in to the Innovative Entrepreneurs Podcast! If this episode inspired you to rethink innovation, share it with someone in your network who needs to hear it.
🔥 Subscribe & Leave a Review – Don’t miss out on future episodes!
💡 Want to be a guest on the show? Apply today and share your story!
🔗 Follow Me Online:
LinkedIn: @ericalbailey
Instagram: @businessbybailey
Facebook: @businessbybailey
We Are IconiQ (former CWG Digital) Website: https://weareiconiq.com/
Podcast Facebook: @innovativeentrepreneurspodcast
Podcast Instagram: @innovativeentrepreneurspodcast

Want to become a guest? Simply email: Tiffany@weareiconiq.com

🔗 Links & Resources:
Jason's Website: https://cultivize.com/learnmore/
FB: https://www.facebook.com/cultivize/
Spotify: https://open.spotify.com/playlist/7nhiaTSIdNrXOxs2GJtUkc?si=C-9GQ-GhRtqu03Q7YEyZJw&nd=1&dlsi=fcb614f4c10b49b4
LINKEDIN: https://www.linkedin.com/in/jasonleighkramer/
YT: https://www.youtube.com/channel/UCwbLwcOh0_fAeID-wtjpeGg?view_as=subscriber

Free CRM Fit Assessment
cultivize.com/crm-fit-assessment

Download CRM Comparison Guide
cultivize.com/crm-comparison-guide

Access CRM Trends & Insights
cultivize.com/get-cultivized

Test Your Email Delivery
cultivize.com/email-marketing-testing

To Your Success,
Erica Bailey

In this powerful episode of IconiQ Entrepreneurs, Erica sits down with Chance McClain—veteran, filmmaker, and founder of Heritage Films, who has produced over 800 cinematic documentaries preserving family legacies. From sports radio to Broadway to Streamy-nominated films, Chance’s journey is anything but linear. He shares why “follow your passion” is bad advice, how he accidentally built a thriving storytelling business, and why being naturally gifted matters more than being obsessed.

You’ll also hear touching stories of filming terminally ill clients, how to overcome imposter syndrome, and why legacy storytelling matters more than ever. A must-listen for creatives, entrepreneurs, and anyone navigating purpose-driven work.

TIMESTAMPS
00:00 The Journey of Chance McClain
03:04 The Art of Storytelling in Film
05:46 Finding Passion and Purpose
08:43 Lessons from Life Experiences
11:26 The Role of Gaming in Skill Development
14:14 Creating Cinematic Documentaries
17:11 Transferring Skills from Military to Film
17:45 Breaking Barriers: A Journey of Self-Discovery
25:06 The Power of Storytelling in Legacy Preservation
33:07 Crafting Meaningful Narratives: The Art of Storytelling
39:18 Entrepreneurship: Balancing Passion and Profit
42:41 Building Authentic Relationships in Business
43:41 Creating Memorable Experiences Through Film
46:48 The Importance of Authentic Storytelling
52:42 Building Effective Creative Partnerships
55:50 Overcoming Imposter Syndrome in Creative Work
01:00:21 Passion Projects and Legacy Filmmaking

KEYTAKEAWAYS
Chance's journey reflects the importance of perseverance and passion.
Storytelling is a powerful tool for connecting generations.
Emotional depth in filmmaking can create lasting impacts.
Legacy preservation through film helps families remember their loved ones.
Authenticity and truth are essential in both storytelling and business.
Building relationships is key to success in any venture.
Imposter syndrome is a common challenge for entrepreneurs.
Curiosity and listening are vital skills for personal and professional growth.
Every person's story is valuable and worth telling.
The creative process can be enhanced by structured systems and habits.

Sound Bites
"Get out of your own way."
"There's enough for everyone."
"You know when you're bending it."

Let’s Stay Connected!
Thank you for tuning in to the Innovative Entrepreneurs Podcast! If this episode inspired you to rethink innovation, share it with someone in your network who needs to hear it.
🔥 Subscribe & Leave a Review – Don’t miss out on future episodes!
💡 Want to be a guest on the show? Apply today and share your story!
🔗 Follow Me Online:
LinkedIn: @ericalbailey
Instagram: @businessbybailey
Facebook: @businessbybailey
We Are IconiQ (former CWG Digital) Website: https://weareiconiq.com/
Podcast Facebook: @innovativeentrepreneurspodcast
Podcast Instagram: @innovativeentrepreneurspodcast

Want to become a guest? Simply email: Tiffany@weareiconiq.com

🔗 Links & Resources:
Chance's Website: https://yourheritagefilm.com/
FB: https://www.facebook.com/YourHeritageFilmCompany/
IG: https://www.instagram.com/yourheritagefilm/
LINKEDIN: https://www.linkedin.com/in/chancemcclain/
X: https://x.com/heritage_films


To Your Success,
Erica Bailey

In this powerhouse episode of Innovative Entrepreneurs, host Erica Bailey sits down with legendary brand evangelist and author Brandon Coleman Jr. to talk about the truth behind successful branding—and why most entrepreneurs are leaving growth on the table.

Brandon shares how he built—and sold—one of the most successful mid-sized branding firms in the country, and the moment a keynote speech turned into a multi-million dollar acquisition offer. From his definition of branding as “a promise wrapped in a delivery” to the tools he uses to align companies with their purpose, this conversation is packed with gold for entrepreneurs, creatives, and leaders alike.

You’ll learn how branding isn’t just design—it’s behavior. And why gratitude, clarity, and truth are your most powerful business assets.

📍Timestamps
04:04 – “There’s no such thing as a self-made entrepreneur”
10:59 – How Brandon accidentally sold his firm after a keynote
15:41 – His famous brand definition: “A promise wrapped in a delivery”
21:15 – The problem with participation trophies and low expectations
27:00 – Why truth and brand alignment start with tough questions
32:32 – The “Brain Drain” & Brand Alignment Checklist every entrepreneur needs
36:28 – TrentSuccess.com and the power of exit-ready brands
39:59 – The professor who changed everything

✅ Key Takeaways
Your brand is how you deliver on your promise—not your logo
Gratitude is a business advantage, not a nicety
Most entrepreneurs don’t see their brand clearly
Clarity and experience—not trend-chasing—drive sustainable success
Brand alignment starts with knowing your customer’s expectations

Let’s Stay Connected!
Thank you for tuning in to the Innovative Entrepreneurs Podcast! If this episode inspired you to rethink innovation, share it with someone in your network who needs to hear it.
🔥 Subscribe & Leave a Review – Don’t miss out on future episodes!
💡 Want to be a guest on the show? Apply today and share your story!
🔗 Follow Me Online:
LinkedIn: @ericalbailey
Instagram: @businessbybailey
Facebook: @businessbybailey
We Are IconiQ (former CWG Digital) Website: https://weareiconiq.com/
Podcast Facebook: @innovativeentrepreneurspodcast
Podcast Instagram: @innovativeentrepreneurspodcast

🔗 Links & Resources:
Brandon's Website: https://www.brandoncolemanjr.com/about/
🎧 The Brand On! Show (Podcast)
🧠 Tools: Brain Drain & Brand Alignment Checklist (QR in book)
FB: https://www.facebook.com/officialbrandoncolemanjr
IG: https://www.instagram.com/brandoncolemanjrofficial/
LINKEDIN: https://www.linkedin.com/in/brandoncolemanjr/?fbclid=PAZXh0bgNhZW0CMTEAAaeZvHabaO-n3XwMwhZgjj1E4c-N0PDzNga6eHkJZkGTxkb32UrsC75UkX0B0A_aem_fAyugd73o3YphNjTQTx_1g
YT: https://www.youtube.com/@brandoncolemanjrofficial
BRAND ON! BOOK: https://www.amazon.com/Brand-Hidden-Power-Alignment/dp/1639090517

💭 Final Thoughts
Brandon reminds us that truth is the foundation of every great brand—and that no one builds success alone. When you ground your business in gratitude, honesty, and aligned delivery, you create something far more valuable than recognition: you create trust.

To Your Success,
Erica Bailey