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Jason Kramer is the Founder and CEO of Cultivize, an agency that helps B2B organizations leverage lead-nurturing strategies and technologies to convert leads into paying customers. He helps sales teams boost accountability, lock in client loyalty, and create more customer purchases while systematizing the sales and marketing process. With over 20 years of marketing experience, Jason is a SharpSpring Certified Consultant. Before Cultivize, he was the Founder of JLK Creative, where he worked with service-based companies on branding, web development, print, and email marketing.

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Here’s a glimpse of what you’ll learn:

  • Jason Kramer shares how Cultivize helps businesses leverage technology to reach their goals
  • Why did Jason select SharpSpring as a CRM platform?
  • The challenges and considerations for migrating to SharpSpring
  • Jason talks about Constant Contact acquiring SharpSpring
  • Cultivize’s ideal B2B and agency clients
  • How Cultivize white labels SharpSpring for agencies
  • Customizing SharpSpring for a B2B technology company: a case study
  • Common mistakes companies make with quote follow-ups and best practices for the process
  • Jason’s decision to sell JLK Creative

In this episode…

Customer relationship management (CRM) platforms are viable solutions for overwhelmed businesses struggling to organize their contacts and data. But what is the leading software, and how can you migrate from antiquated technology?

When it comes to assessing a new platform, Jason Kramer finds that most companies don’t leverage the full potential of their current software, leading to lost data that can’t be extracted easily. The transition process requires strategic communication and collaboration to make informed decisions about the updated technology. SharpSpring is an all-inclusive and cost-effective CRM platform that streamlines the adoption process. As a SharpSpring partner, Cultivize helps organizations disseminate their data and customizes the software for business goals.

In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz welcomes Jason Kramer, Founder and CEO of Cultivize, to talk about how his company helps agencies transition to SharpSpring. Jason explains the challenges and key considerations for migrating to SharpSpring, how Cultivize white labels the platform for agencies, and best practices for quote follow-ups.

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Episode Transcript

Intro 0:01 

You are listening to Inspired Insider with your host, Dr. Jeremy Weisz.

Jeremy Weisz 0:22 

Dr. Jeremy Weisz here founder of where I talk with inspirational entrepreneurs and leaders today is no different I Jason Kramer of Cultivize. And Jason I always like to mention other episodes people should check out of the podcast before we get into it and good friend Jason Ciment who actually introduced us to great episodes with him. He Jason Ciment and Elon Gold. I did a joint interview with them and you can check out Jason’s website, Elon goal is one of my favorite comedians. And I was talking to Jason telling him this. He’s like, I’m actually friends with Elon, do you want to have him on the podcast? I’m like, yeah, it was amazing, especially if you like impersonations. Another one I do Jason, and Karl Pontau, and Bruce La Fetra. And we talked about task versus impact value. And another one to check out. Since we’re gonna talk deep in the agency world is Jason Swenk, did two episodes with him, where he talks about how he built up his eight-figure agency and sold it, and then what they’re doing now with their agency group, and he also has been acquiring agencies as well, and well how he values that so check those out on And this episode is brought to you by Rise25. Rise25 we help businesses give to and connect to their dream 100 relationships. And how do we do that? We actually help you run your podcast, we’re an easy button for a business to launch and run their podcasts we do strategy, accountability, and all the execution around the podcast. And Jason, for me, the number one thing in my life is relationships, I’m always looking at ways to give to my best relationships. And I found no better way to do that than the profile the people and companies I most admire and feature them and share what they’re working on. So if you’ve thought about podcasting, you should if you have questions, go to We’re happy to help and without further ado, Jason Kramer brings over 25 years of marketing technology experience to help b2b businesses and digital agencies streamline their sales and marketing process, retain more clients, improve repeat buyers enhance their internal external communications, he’s gonna give us some of the exact things he recommends and some of the big mistakes that people make with this. And he’s one of the handful of certified CRM strategists and implementers in the world, for the SharpSpring platform, which, by the time you’re listening, this may be rebranded into a different name, so just be on the lookout. But SharpSpring was actually purchased by Constant Contact. And so look out for the rebrand name. We’ll talk about that later in the show. But his secret to success is his team’s hands-on approach, and deep understanding of how to customize technology to reach business goals. And you can check out everything they’re doing it Jason, thanks for joining me.

Jason Kramer 3:10 

Thanks for having me. Happy to be here.

Jeremy Weisz 3:12 

I’m really excited to hear about what you do, because it’s very interesting in this world, not only for someone of a niche service, but of a niche service where they serve kind of a niche ecosystem. Right. But start off and just tell people a little bit about what you do at Cultivize.

Jason Kramer 3:33 

Sure, absolutely. So the secret here, and it really it is no secret is that technology is you and I both know, doesn’t solve problems, right? So regardless of its CRM technology, or project management, technology, whatever it is, and so, the secret sauce for us is, all the experiences I have, as an entrepreneur coming in and looking at business processes, looking at the pain points, looking at the choke points in the process that a company has, or maybe they have no process at all. And then the most important thing is how do we build a strategy to pair up the right technology to meet those challenges in those goals. And I will tell you that even when you do that you still have pitfalls, because then you have to have the team at the client adopt that technology and adopt the process. So there’s a lot of moving parts to it. And the success we have is really just being involved from the very beginning, as you mentioned very hands on, and we continue that hands on approach for the lifetime of a client and that’s really where we’re able to make a big impact.

Jeremy Weisz 4:32 

You make sure adoption occurs and then continues.

Jason Kramer 4:36 

Absolutely. So I mean, accountability is huge. And so while we rely on the client’s, executive team and managers to keep their people under them accountable, we’re also keeping everybody on the client side accountable as well with monthly strategy sessions and coaching sessions to make sure they’re doing the things they’re supposed to be doing and the goals are being hit that we’ve set.

Jeremy Weisz 4:57 

And then when you first and we’ll get more detail than this. But I’m just curious, when you first engage with a client, you’re helping best structure their CRM.
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