Connect with Kate on LinkedIn: https://www.linkedin.com/in/kate-shoaf-61403025

In this episode of The Marketing in Action Podcast, I’m joined by Kate Shoaf, Director of Lifecycle Marketing at Teamwork. Kate walks us through her path from PR to content and community, to growth, product, and now lifecycle marketing. Whether you’re new to lifecycle marketing or looking to refine your strategy, this conversation brings clarity to how lifecycle marketing truly works and why it matters.

We talk about how her early startup experience taught her to be scrappy, cross-functional, and strategic across content, customer support, and community building. That foundation gave her a unique perspective on how lifecycle marketing isn't just about sales or retention. It’s about knowing who you're talking to, where they are in the journey, and how to provide the most relevant value at each step.

Kate shares how lifecycle strategies have evolved over the last five to ten years, especially with the rise of behavior-based segmentation and dynamic content. She breaks down how Teamwork transitioned from time-based emails to data-triggered touch points that truly reflect where the customer is and what they need next. And yes, testing is a constant. From subject lines to entire onboarding flows, Kate gives examples of how they run iterative and A/B tests to improve product adoption and engagement.

We also dig into the importance of being concise. In an age of AI-generated walls of text, it’s more important than ever to deliver clear value, quickly. Kate offers a refreshingly practical view on how to write effective messaging that fits mobile screens and reduces overwhelm. Less fluff. More clarity.

Whether you're working in SaaS, B2B, B2C, or a small business just trying to better connect with your customers, there’s something in this episode for you. Kate’s insights are actionable, rooted in real-world experience, and easy to apply to your own marketing systems.

This episode was a full-circle moment for me too. I had the chance to publicly thank Kate for the major influence she’s had on my approach to structure, systems, and strategy in marketing. If you’re not already connected with her, I highly recommend it.

Show Links

Connect with Kelsey on LinkedIn: https://www.linkedin.com/in/kelseycarter
Follow Kelsey on Instagram: https://www.instagram.com/learningkelsey/

Episode Description
In this episode of The Marketing in Action Podcast, I sit down with Kelsey Carter for a wide-ranging conversation that started with personal branding and habit building and evolved into something much deeper. Kelsey shares how she has used the principles of Atomic Habits to not only stay consistent in her powerlifting routine, but also in how she approaches her career, parenting, and personal growth. Her experience with ADHD has helped her understand the power of routines, and she walks us through how small, intentional actions—stacked on top of existing habits—have made a big impact on her life.

We also explore how personal branding is not just something you do for social media. It’s a reflection of who you are across all areas of life. Kelsey talks about how being open and honest on LinkedIn, including sharing her life as a single mom and her experiences with ADHD, has helped her build a brand that feels both professional and real. She reminds us that your personal brand exists whether or not you intentionally shape it, so you might as well be the one directing it.

This episode also dives into tough but important topics, like how to show empathy online, the pressure to take public stances on divisive issues, and how to build deeper human connection in a digital world. We talk about why many people feel like imposters when they try something new and how learning to like yourself at every stage of your journey is a game-changer. From corporate learning to parenting to storytelling through content, Kelsey’s insights are grounded, actionable, and incredibly relatable.

Whether you’re navigating a professional pivot, working on your personal development, or just looking for a fresh perspective on how to show up online and in life, this conversation has something for you.

Please share this episode with anyone you think would be interested in listening to it.

For comments, questions, topic ideas, possible collaborations please email daryl@darylperry.com

In this episode of The Marketing in Action Podcast, hosted by Daryl Perry, we're diving deep into the world of AI with special guest Dexter Morgan, founder of AI Sales Fusion Solutions. Dexter brings a wealth of experience from his early days working in SEO and website design to becoming a thought leader in AI-powered marketing solutions.

We start with Dexter's origin story—from experimenting with SEO before the days of Google’s intuitive search to pioneering lead generation tactics on Facebook during its golden years. Dexter shares how AI has become a game-changer for small businesses, especially real estate agents, by streamlining tasks like content creation, CRM nurturing, and organizing open houses through his innovative Real Estate Pro platform.

Daryl and Dexter explore how AI is not here to replace human effort but to enhance productivity, save time, and help entrepreneurs focus on revenue-generating activities. They also cover the importance of maintaining a human touch when using AI for content creation, ensuring that businesses continue to provide authentic and valuable information.

The episode wraps with valuable insights on balancing productivity with personal time and how AI can empower professionals to work on their business, not just in it.

Key Takeaways:

• How AI can streamline marketing for real estate professionals.

• The importance of human involvement in AI-generated content.

• Why time, not money, is the most valuable commodity for entrepreneurs.

• How AI can help you focus on revenue-generating tasks.

• The future of AI and job creation, not just job replacement.

Please share this episode with anyone you think would be interested in listening to it.

For comments, questions, topic ideas, or possible collaborations, please email daryl@darylperry.com.

Be sure to check out The Daryl Perry Podcast, my daily pod wherever you get your episodes!

darylperrypodcast.com

Please email any questions, thoughts or requests to be on this show to daryl@darylperry.com