🎙️ Sponsored Episode: AI Customer Communication: Stop Losing Leads to Missed Calls | Adam Peeler (GoTo)

🚨 DISCLAIMER: This is a sponsored episode made possible by GoTo, the company behind GoTo Connect. 🔗 Learn more about GoTo Connect:⁠https://www.goto.com/connect⁠ https://www.goto.com/connect — To book a PREMIUM spot on the Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/_paylink/AZpgR_7f⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.drchrisloomdphd.com/_paylink/AZpgR_7f Book a 1-on-1 coaching call: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/booking-calendar/introductory-session⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.drchrisloomdphd.com/booking-calendar/introductory-session Subscribe to our email list: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://financial-freedom-podcast-with-dr-loo.kit.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://financial-freedom-podcast-with-dr-loo.kit.com/ — 📞 AI customer communication could help your business respond to missed calls, connect scattered conversations, and give customers a smoother experience—and Adam Peeler joins us to explain how. A potential patient calls during lunch, leaves a voicemail, and follows up by text. When your team finally responds, nobody has the full conversation. Meanwhile, that patient may have booked elsewhere. How do you identify those gaps—and build a communication workflow that helps your team follow through? In this episode of the Financial Freedom Podcast with Dr. Christopher H. Loo, Adam Peeler, Senior Director of Product Management for GoTo, shares his perspective on AI customer communication, missed call recovery, and customer service automation for small businesses and healthcare practices. 🤖 We explore how an AI receptionist could support after-hours inquiries, appointment rescheduling, and automated text follow-up. Adam also discusses call summaries, sentiment analysis, and call analytics—and why reviewing only a small sample of conversations can leave business owners with an incomplete picture of the customer experience. For physicians, practice owners, and entrepreneurs juggling multiple platforms, the conversation examines how a business phone system and unified communications can bring calls and messages together, preserve customer context, and reduce the friction of repeated transfers and disconnected handoffs. 🏥 We also discuss patient communication, EHR integration, and the importance of keeping core business systems as the source of truth. You’ll hear Adam’s perspective on where AI can support routine workflows and where human judgment remains essential. 📲 Finally, we address a frustrating barrier: your legitimate business calls appearing as “potential spam.” Learn about phone number reputation, branded calling, spam call filtering, and Rich Communication Services (RCS)—and how recognizable business communications may help customers feel more confident responding. 00:00 Disclaimer 00:20 Introduction: The Customer You Never Knew You Lost 01:55 Meet Adam Peeler from GoTo Connect 02:35 Business Phone Systems and Customer Channel Preferences 03:55 Missed Calls, Fragmented Messages, and Lost Opportunities 04:55 AI Call Summaries, Analytics, and Customer Service 06:50 Missed Call Follow-Up and After-Hours Workflows 07:30 Broken Customer Journeys and Repeated Handoffs 08:45 AI Receptionists: Automation and Human Judgment 10:00 Internal AI Use and Disconnected Workflows 11:10 Consolidating Communication Tools and Assessing ROI 12:25 Midroll: Leverage Versus Complexity 12:45 EHR Integration and Patient Communication 14:05 Spam Filtering, Phone Number Reputation, and Branded Calling 16:20 Security Awareness and Employee Training 17:05 GoTo Connect and Multi-Location Businesses 18:55 Outro: Your Leverage Diagnostic and Strategy Sessions Financial Freedom for Physicians, Copyright 2026

• 0:01Speaker 00

  This episode is brought to you by State Farm. Football has a play for just about everything. You can go deep, keep it on the ground, or draw up something nobody sees coming. And whether you want to run a flea flicker or the tush push, you need a plan to fit your unique situation. That's why State Farm takes the time to get to know you so they can help personalize coverage for your life and budget. Now that's a solid game plan. Like a good neighbor, State Farm is there.

• 0:29Speaker 01

  This episode is brought to you by Indeed. You're ready to level up your business, but the pressure to find the right person to make that happen is intense. Indeed sponsored jobs can help carry the load. It boosts your job post to help it reach quality talent fast. Cut through the chaos with Indeed sponsored jobs. Get a $75 sponsored job credit at indeed.com/podcast. Terms and conditions apply. Hiring now? Then this is a job for Indeed sponsored jobs.

• 1:00Speaker 02

  Low energy, unfocused, foggy? You might be dehydrated. Whether it's hot yoga, over 100 degree weather, or too much sun. Gatorade, with a specialized blend of five electrolytes, was scientifically designed to help move fluids into the body faster for rapid rehydration. Shop now at retailers nationwide. Gatorade hydrates faster than water. Is it in you? Symptoms noted are signs of mild to moderate dehydration. Consult a healthcare professional if symptoms persist.

• 1:29Speaker 03

  When everything feels nonstop, movement becomes the pause. So give Lululemon this holiday season. Smooth seamless running gear builds momentum through every mile.

• 1:41Speaker 03

  Comfortable workout styles clear the way for locked in focus. And dynamic stretch expands presence through every pose.

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  Give the feeling. Shop in store and on lululemon.com.

• 1:58Speaker 04

  Sam's Club is the club for every holiday club. Guess who's joining the club this season? Walmart Plus. Yep, Sam's Club Plus membership now comes with Walmart Plus at no extra cost. Two memberships, one great price. Just 120 bucks a year can save you time and over $700. Want to get in on the membership duo of the century? Visit sam'sclub.com. Come join us. Sam's Club.

• 2:19Speaker 05

  Annual plan only, auto renews, T and C apply. Estimate based on average combined Walmart Plus and Sam's Club Plus savings among members of both for one plus year versus non member or club member pricing/fees. Excludes membership fees. See Walmart Plus terms and Sam's Club terms for more info.

• 2:30Speaker 06

  Before we begin, quick disclaimer. Nothing in this episode should be considered investment advice. Results discussed have not been independently vetted. Any claims made by the guests have not been verified. The content is for educational purposes only. Views expressed by the guests do not reflect those of the host or this show.

• 2:51Speaker 06

  The most expensive customer you lose may be the one who never gets far enough to tell you why. Picture somebody calling your practice during their lunch break. They're ready to book. The phone rings, nobody answers, and they leave a voicemail. Then they try texting. Later, someone calls them back, but has no record of that message. So the conversation starts over. By then, that person may have already booked somewhere else. Here's what makes that worth paying attention to. They may never appear in your customer satisfaction survey. They never became a patient. Your team sees a missed call, but as the owner, you may be looking at a missed relationship. And revenue you never knew was within reach. Now imagine the reverse. You finally return that call,

• 3:34Speaker 06

  but your business number shows up as a potential spam. You're trying to reach the customer and the technology meant to protect them becomes another barrier.

• 3:44Speaker 06

  Today, we're exploring those gaps with Adam Peeler, Senior Director of Product Management for GoToConnect. This is a sponsored episode made possible by GoTo, the company behind GoToConnect. We'll discuss how disconnected phone systems, text and customer records create friction, and how AI could help recover a missed call. Preserve the context of a conversation and give your team a clearer picture before they pick up the phone. For physicians and business owners, there's a practical question running throughout this conversation. When somebody reaches out, how easily have you actually made it for them to do business with you? Let's get into it with Adam. Hey guys, welcome to another episode of the Financial Freedom Podcast. Today's guest, Adam Peeler from GoToConnect,

• 4:30Speaker 06

  an official sponsor of the podcast. He's going to talk about his work, healthcare opportunities. And so, Adam, welcome.

• 4:37Speaker 07

  Thank you for having me.

• 4:39Speaker 06

  Now briefly introduce yourself and we'll dive into the questions.

• 4:43Speaker 07

  Yeah, so Adam Peeler, I'm the Senior Director of Product Management for our GoToConnect product. We're under the GoTo umbrella where we have IT tools, business communication tools, and focused on creating software that helps our small businesses and healthcare facilities deliver the most excellent customer experience, patient experience that they can.

• 5:01Speaker 06

  A lot of our audience, they're entrepreneurs, they're high income earners, doctors, lawyers. So typically, what does someone, a client of yours, what is their problem? What are they struggling with?

• 5:15Speaker 07

  To start off with just the standard utility of it, like I need to make phone calls. That's usually the starting point is I know I need a business phone system. I know I need phones on the desk. I know people want to call me, especially with aging populations. I know people want to text me with younger populations. And so that's usually the starting point.

• 5:33Speaker 06

  And when they come to this, for example, me, I hardly use a phone anymore. It's mostly cellphone, usually social media or texting. What problems are they struggling with when you're helping clients?

• 5:47Speaker 00

  This episode is brought to you by State Farm. Football has a play for just about everything. You can go deep, keep it on the ground, or draw up something nobody sees coming. And whether you want to run a flea flicker or the tush push, you need a plan to fit your unique situation. That's why State Farm takes the time to get to know you so they can help personalize coverage for your life and budget. Now that's a solid game plan. Like a good neighbor, State Farm is there.

• 6:15Speaker 01

  This episode is brought to you by Indeed. You're ready to level up your business, but the pressure to find the right person to make that happen is intense. Indeed sponsored jobs can help carry the load. It boosts your job post to help it reach quality talent fast. Cut through the chaos with Indeed sponsored jobs. Get a $75 sponsored job credit at indeed.com/podcast. Terms and conditions apply. Hiring now? Then this is a job for Indeed sponsored jobs.

• 6:45Speaker 02

  Low energy, unfocused, foggy? You might be dehydrated. Gatorade Zero powders have been scientifically designed to help improve hydration balance in the body with a clinically proven electrolyte blend and no artificial colors or flavors. Great tasting hydration, no matter where you're going. Shop now online or at retailers nationwide. Gatorade hydrates better than water. Is it in you? Symptoms noted are signs of mild to moderate dehydration. Consult a healthcare professional if symptoms persist.

• 7:15Speaker 03

  When everything feels nonstop, movement becomes the pause. So give Lululemon this holiday season. Smooth seamless running gear builds momentum through every mile.

• 7:27Speaker 03

  Targeted support adds steadiness to every pulse and hold.

• 7:33Speaker 03

  And dynamic stretch expands presence through every pose.

• 7:39Speaker 03

  Give the feeling. Shop in store and on lululemon.com.

• 7:44Speaker 04

  Sam's Club is the club for every holiday club. Guess who's joining the club this season? Walmart Plus. Yep, Sam's Club Plus membership now comes with Walmart Plus at no extra cost. Two memberships, one great price. Just 120 bucks a year can save you time and over $700. Want to get in on the membership duo of the century? Visit sam'sclub.com. Come join us. Sam's Club.

• 8:05Speaker 05

  Annual plan only, auto renews, T and C apply. Estimate based on average combined Walmart Plus and Sam's Club Plus savings among members of both for one plus year versus non member or club member pricing/fees. Excludes membership fees. See Walmart Plus terms and Sam's Club terms for more info.

• 8:14Speaker 07

  Yeah, definitely. I think most folks are like you. I live and die by my cellphone. If I can't text you or if I can't web chat you in your app, then you don't exist to me. But that's the modern business, what they need to be aware of, is having a toll free phone number or having a business phone number, and that solely being it. Your customers want to reach you over the channel that they prefer. You don't want your employees walking out the door with all of the customer context. If everyone's using their personal cellphones, you're not reporting, tracking KPIs, controlling your patient and customer data. Business communication needs to be multifaceted, multi-channel, accessible to whatever channel they're trying to reach you on.

• 8:52Speaker 06

  What I really love is one thing that's been challenging for me is I'll get a important notification, could be email or text, and I'll miss it because it's not in my predominant channel. So worded fragmented communications actually costs small businesses the most money.

• 9:13Speaker 07

  Yeah, essentially, the starting point for healthcare clinics especially, but small businesses are a similar subset is that there's no one available to answer the phone calls and there's no one replying back to the text message. And fragmented communications is one version of that. If you have six or seven different communication vendors, how do you know where to go and what to do and how to be alerted? But it's more important that sixty percent of phone calls go answered. That remaining forty percent, think about how much money is walking out your door. If every interaction with the customer is worth X to your business, most customers will start at the top and work their way down the phone tree until somebody answers. That's the goal is you want to be the somebody that answers if you're living and breathing and dying by that customer interaction.

• 9:55Speaker 06

  Especially with tech and telecom, a lot of systems are AIs either replacing or augmenting. How does AI fit into this picture that you're helping the client solve the problem?

• 10:08Speaker 07

  Communications has gone from you need the phone to ring to you have this call center in charge of handling a large amount of calls, answer all the calls, into more of a consolidation where you have different folks in your company handling frontline, handling back office, handling internal communication. AI kind of naturally has come into that third wave where there are aspects of your job that you want augmented. I don't want to have to sit and listen to a whole phone call to get the gist of what the phone call was about. I don't want to have to spot check ten percent of calls. I want to spot check all calls. And then I want to be available twenty four seven, but I don't have the staffing to do twenty four seven. And the second I throw staffing externally is very expensive

• 10:52Speaker 07

  and there's no customer patient context. AI fits in those three things. The ability to listen and judge every single conversation and summarize it. The ability to pull out what mattered about that phone call. What was the intent? What were the sentiments? Not just for spots, but all of them. So if you think about the standard recording, this conversation is recorded for quality assurance. No one's listening to that unless there's an escalation or they're spot checking. So then you wind up with this biased version of how are your employees doing and how is your customer satisfaction doing? So since so few customers will respond to a survey, what happens is you wind up in survivorship bias where you're only spot checking how your employees are doing. You're only getting

• 11:35Speaker 07

  a segment of customers responding to surveys and you're missing the ninety percent. You're hyper focusing on the ten percent. And AI comes in beautifully there, making sure all calls are scored. The last bit is where we really get into the power. AI is mostly underused as a toy that only slightly augments my workflow. There workflows where AI can go through those steps. So if you think about a workflow like a missed call sends a text and a customer can respond to that text and then that text sends them a link to a patient portal and then they ask a question, all things AI can do with models from three years ago. We like AI as the frontline. Call on a Sunday night and reschedule your appointment. Get a nudge that your vehicle has a recall open or an open service appointment. Outbound

• 12:19Speaker 07

  nudge versus reach you anytime. AI is handled to do that over voice and text now.

• 12:25Speaker 06

  From your response, it sounds like you're implementing AI. What does a broken customer communication journey look like from the customer's perspective? Friction, lost leads, revenue?

• 12:37Speaker 07

  I had a mentor named K. O. Kiantras, big on go where the work is. One of those examples was his friend brought up a business idea that was like a ship over mail business idea. And the first thing he did was grab that package and jig it. And the guy's like, what are you doing? And he's like, you deliver this over mail, right? Have you ever seen mail delivered with nice white gloves? And so that's an example of those customer frictions. You have to go right to the very front of the house to get those interactions. A couple of examples is your missed call rate. If I can't get ahold of you, if I do get ahold of you and I'm transferred a couple of times, a lot of times you'll see an answering service and then based off what I call about, I'm transferred to another phone system or another company and then they handle something and then I get another text message and then I

• 13:23Speaker 07

  get an appointment text message and then I get another appointment text message. And so you think about this kind of the fragmentation brings the I can't get ahold of you. I can't get my problem solved. I don't know how to reach you, especially in healthcare, how we all have gone through that.

• 13:36Speaker 06

  You're describing the quote, modern healthcare system. Mentioned from the customer's perspective, but from the employee's perspective, because we have AI now and I know a lot of friends, their entire customer service, answering service, everything messaging is all run by AI and agents now. So where does this all fit in? Are you going to have, I did consulting work with telemedicine and your call centers, are these going to be gone as a result of AI in what you're doing?

• 14:09Speaker 07

  Some portion, definitely, I think the job replacement, that's hard to replace the human to context. The two examples we use are there's complex tasks and there's complicated tasks. Humans are set up for complex tasks because you can context switch, understand a small thing, it all builds up and you can handle variables. AI doesn't do that very well. Maybe every year I'll give a different answer. But essentially, the goal is you can reach whoever you're trying to reach in any language and that when I do reach you, that person has all the context needed to help you. That's what AI does. There might be some scenarios in which you can pull the human out of it completely. Maybe think about third party answering services, quality assurance type of things. These are things that it is suited to displace versus augment. But for the most part, it's about

• 14:53Speaker 07

  elevating the know your customer portion of this from an employee standpoint. There's me using AI for my own personal reasons. We see way too many employees grabbing stuff and just pasting it in chat GPT. So if you think about your company's proprietary information just getting put in the open web, that's almost applicable to just having your employees pasting things in Reddit and asking questions. So you really want to make sure that the bounds for which they're interacting with AI are within your company's box. So it's not just getting posted out there and used for training models and stuff like that. And so that's what's important to us is making sure that closed loop, it really depends on the scope of the role. It's probably essentially making sure that your employees aren't just pasting your information on the open web. The communication tools that I

• 15:34Speaker 07

  use are all about elevating that customer experience and integrating with my business systems where I'm no longer having to flip between tab to tab. If you look at a frontline receptionist or office manager, go check out how many tabs they have open on their browser. That's very difficult. You add all the sticky notes all through every computer, having a single communication stack or a very specific AI workflow, you can remove all those tabs, remove all those sticky notes and make sure you're embedding technology into a workflow, not as a toy.

• 16:03Speaker 06

  I remember the days before the iPhone came out, you had a digital camera, a notebook, notepad, your MP3 player and Apple consolidated everything onto basically the iPhone was a platform now. How do you see communications, the true ROI of consolidating phone text messaging, scheduling, customer communication into one platform? What improvements can owners realistically measure?

• 16:28Speaker 07

  The savings are real. If you think about your average healthcare clinic or automotive dealership, you're going to have an integrated texting supplier, a phone system, some kind of reporting BI solution, some kind of customer contact memory thing like a CRM. You're going to have marketing thing to run campaigns. You basically put like a two thousand dollar price tag on each of those ones. And once you add it up, you're like, I'm spending a hundred thousand dollars a year on communication. And so that unified stack is all about bringing that down into the thirty thousand dollar range, just depending on the size of your company. From a price standpoint, the consolidation always promises to reduce that cost. You don't know where they're calling. You don't know why they're transferring. You lose context every time there's a hop. You lose context every time there's a different software provider.

• 17:11Speaker 07

  And so that's really our grave or soup and nuts or whatever analogy where you know the second they input your funnel and then exactly how they're served at the bottom of it.

• 17:19Speaker 06

  Quick pause here. If this episode is making you rethink how your income is structured, that's intentional. Information doesn't create freedom. Structure does. At the end of this episode, I'm going to show you how to diagnose whether you're building leverage or just scaling complexity. Let's get back

• 17:38Speaker 06

  How do you deal with the electronic health records? And each hospital and system are all disjointed. You switch to one, you have to redo all the imaging. And how do you enable interoperability, seamless transition between the different systems?

• 17:53Speaker 07

  Definitely. The goal for us as a communications company is that we don't try to pretend that we're a core clinical system. So the first part is your EHR, EMR is where you're actually diagnosing historically the patient. That's not us, right? So we stay out of that. But the advancements in fire and these standardizations and these HIPAA, these portability acts. I've created a standardization where you can access data in this very secure way. And our job as communications is to make sure that phone calls and text messages are considered similarly as a visit. And so when you look at visit history, when I call you and that call is transcribed and summarized in topics, that's there in the EHR waiting for me.

• 18:32Speaker 07

  When I call and talk to an AI receptionist and it's able to execute a task, that it's executing that task in the EHR. We don't want duplicate systems just to solve the needs. Your run book of check for pre auth, check for referral diagnoses type of things. You want AI to do some, you want to keep humans in the loop for others. And you want that task to get completed in the business system, whether it's an EHR for a health clinic or a dealer management system for automotive. You want to keep those core systems as a source of truth plugged in for real time data interoperability.

• 19:04Speaker 06

  Another problem, especially with hospital systems is spam and robocallers. I lost count of how many times I have to change my settings because I'm expecting a phone call from an unknown number. But then I miss it because it thinks it's spam. And how do you deal with that?

• 19:22Speaker 07

  Yeah, there's two directions and it's only about to get worse. Luckily, there's robocall rules and FCC regulations about AI calling. Hopefully keep people within bounds, but you get to the point where if every outbound call I'm receiving is going to be AI, I'm just going to not have a phone number anymore. So we have that two directions. The first one is most companies and healthcare clinics get an unbelievable amount of spam. So the first part is how do you remove that? Cause every time you have to pick up the phone, that's opportunity cost. And so that's where you kind of have that deflection. There are industry regulations where something is marked as spam and we have automatic filtering. An AI receptionist is really cool because if an AI receptionist calls and says, hey, what you calling about? And it's obviously a spam, it can have a rule to dump that call. So now you're not wasting your humans' time. The first part of it is avoiding spam.

• 20:07Speaker 07

  You want to have those tools. Now, the opposite of that is how do you make sure that your business isn't marked as spam when you call? There are options about phone number reputation where you can make sure that you're monitoring how your phone number is being tagged as potential spam with AT&T and Verizon and others. So there's tools that we offer to show when you're being marked as spam and the steps for remediating that. And then there's another thing called branded calling where you can give yourself a business identity. If anyone's received a text message from CBS or Delta, when they call you, you know, it's them. It's branded, it's registered, it has their logo, it has their business hours, their website. Same thing over text message is called RCS, Rich Communication Service, where when you text to your customers, it shows up with your logo, your identity and everything, and they know it's you.

• 20:50Speaker 07

  And that makes such a big difference in answer rates. When you're calling someone and it's actually registered, it gets through a lot of the AI block. And when they see it, they're more likely to answer it. We're talking 20, 30% increase of answer volume by being able to register that. It's expensive sometimes and we're passionate about bringing that cost down where most SMBs can afford it. The functionality is there and it only gets cheaper every year.

• 21:13Speaker 06

  And to layer that on, we're talking about these annoyances, but there's actually malicious people targeting systems. So how do you deal with that aspect?

• 21:22Speaker 07

  That one's outside my expertise, definitely. Communication is one of the channels they would use, but we do have an IT service group as part of GoTo. We have IT tools and there's more of an AI frontline monitoring that you can do with your network and some of your processes. But ultimately your humans are that last mile problem when passwords are sticky notes and people are clicking on phishing failures. And people are answering phone calls where it sounds like my boss, the threat is real. And I think that the humans have to be in that firewall first, as long as your employees are trained and eyes wide open. Those failure rates do go down, but there are definitely tools in the market that are starting to help with that, even at GoTo.

• 21:59Speaker 06

  And to conclude it out, tell the audience about GoTo Connect, what you want them to take away and how can they connect with you?

• 22:06Speaker 07

  GoTo Connect, GoTo.com/Connect. We're a business phone system, meeting messaging, all in one platform. We've integrated AI as your frontline, as your analysis, as your BI, as your supervisor, as your manager, to make sure that every phone call is available to push forward your business. Whether it's making you more money, save you more costs, or you'll know your customer more. Looked at the way we're interacting with our customers and the way they're interacting with us and saw disproportionate ROI from using our platform. And healthcare is one of them. So we have a lot of healthcare customers, big opportunity when you have a multi rooftop, multi provider type of clinic, because you can wrap everything in a single instance. And actually know when your customer walks out one door and walks into the other door. That multi rooftop aspect is a really important part of our story.

• 22:51Speaker 07

  And that also blends into automotive where you have multiple rooftops, multiple dealerships, and you need that robust enterprise level phone system at a much cheaper price. But also paired with robust analytics and deep integrations. So we really like those two stories for our verticals. But outside of that, our small business wing, if you think about any small business that needs to manage it themselves, because they're either not using a managed service provider or they're wearing an accidental IT hat. We're really obsessed with making sure that your standard business owner can manage a system themselves without needing third party IT services. Cause the best place, even with AI, the only way to know what outcomes you're trying to drive is to know what good looks like. And we feel like you want to bring that context. And so that's what we're hyper focused on. Thank you for having me.

• 23:35Speaker 00

  This episode is brought to you by State Farm. Football has a play for just about everything. You can go deep, keep it on the ground, or draw up something nobody sees coming. And whether you want to run a flea flicker or the tush push, you need a plan to fit your unique situation. That's why State Farm takes the time to get to know you so they can help personalize coverage for your life and budget. Now that's a solid game plan. Like a good neighbor, State Farm is there.

• 24:03Speaker 01

  This episode is brought to you by Indeed. You're ready to level up your business, but the pressure to find the right person to make that happen is intense. Indeed sponsored jobs can help carry the load. It boosts your job post to help it reach quality talent fast. Cut through the chaos with Indeed sponsored jobs. Get a $75 sponsored job credit at indeed.com/podcast. Terms and conditions apply. Hiring now, then this is a job for Indeed sponsored jobs.

• 24:33Speaker 02

  Low energy, unfocused, foggy? You might be dehydrated. Gatorade Zero powders have been scientifically designed to help improve hydration balance in the body. With a clinically proven electrolyte blend and no artificial colors or flavors. Great tasting hydration, no matter where you're going. Shop now online or at retailers nationwide. Gatorade hydrates better than water. Is it in you? Symptoms noted are signs of mild to moderate dehydration. Consult a healthcare professional if symptoms persist.

• 25:02Speaker 03

  When everything feels nonstop, movement becomes the pause. So give Lululemon this holiday season. Smooth, seamless running gear builds momentum through every mile.

• 25:15Speaker 03

  Targeted support adds steadiness to every pulse and hold.

• 25:20Speaker 03

  And dynamic stretch expands presence through every pose.

• 25:27Speaker 03

  Give the feeling. Shop in store and on lululemon.com.

• 25:32Speaker 04

  Sam's Club is the club for every holiday club. Guess who's joining the club this season? Walmart Plus. Yep, Sam's Club Plus membership now comes with Walmart Plus at no extra cost. Two memberships, one great price. Just 120 bucks a year can save you time and over $700. Want to get in on the membership duo of the century? Visit sam'sclub.com. Come join us. Sam's Club.

• 25:53Speaker 05

  Annual plan only, auto renews, T and C apply. Estimate based on average combined Walmart Plus and Sam's Club Plus savings among members of both for one plus year versus non member or club member pricing slash fees. Excludes membership fees. See Walmart Plus terms and Sam's Club terms for more info.

• 26:07Speaker 06

  Quick pause here. If this episode is making you rethink how your income is structured, that's intentional. Information doesn't create freedom, structure does. At the end of this episode, I'm going to show you how to diagnose whether you're building leverage or just scaling complexity. Let's get back into it. Let's zoom out. If you're a physician, founder, or high income professional, and you feel like you're working harder every year, but not structurally freer, you're not alone. The mistake isn't effort, it's architecture. This show exists to help you convert expertise into scalable leverage faster and with fewer expensive missteps. Here's the diagnostic I mentioned before.

• 26:48Speaker 06

  If your income requires your constant presence, if your capital isn't compounding outside your profession, if your highest value talent is doing low value tasks, you don't have a growth problem. You have a leverage design problem. And if you want to fix it with clarity instead of guesswork, I offer a limited number of one-on-one leverage strategy sessions each month. We audit your income model, capital deployment, authority positioning, and structural bottlenecks and design your highest return move. If you're serious about compressing years into months, the link to apply is below.

• 27:33Speaker 00

  This episode is brought to you by State Farm. Football has a play for just about everything. You can go deep, keep it on the ground, or draw up something nobody sees coming. And whether you want to run a flea flicker or the tush push, you need a plan to fit your unique situation. That's why State Farm takes the time to get to know you so they can help personalize coverage for your life and budget. Now that's a solid game plan. Like a good neighbor, State Farm is there.

• 28:01Speaker 03

  When everything feels nonstop, movement becomes the pause. So give Lululemon this holiday season. Smooth, seamless running gear builds momentum through every mile.

• 28:14Speaker 03

  Comfortable workout styles clear the way for locked in focus.

• 28:19Speaker 03

  And dynamic stretch expands presence through every pose.

• 28:26Speaker 03

  Give the feeling. Shop in store and on lululemon.com.

• 28:31Speaker 04

  Sam's Club is the club for every holiday club. Guess who's joining the club this season? Walmart Plus. Yep, Sam's Club Plus membership now comes with Walmart Plus at no extra cost. Two memberships, one great price. Just 120 bucks a year can save you time and over $700. Want to get in on the membership duo of the century? Visit sam'sclub.com. Come join us. Sam's Club.

• 28:52Speaker 05

  Annual plan only, auto renews, T and C apply. Estimate based on average combined Walmart Plus and Sam's Club Plus savings among members of both for one plus year versus non member or club member pricing slash fees. Excludes membership fees. See Walmart Plus terms and Sam's Club terms for more info. When you shop pickup at Kroger, you can expect the savings you love and fresh groceries selected just for you. Our associates are committed to getting every detail right, carefully handpicking your items, checking for quality and freshness, and packing your order with care. Because bringing you fresh, quality groceries is what we do best. And right now, enjoy $20 off your first online order of $75 or more. Restrictions apply, see site for details. Kroger, fresh for everyone.