The Motii Playbook

The Motii Playbook is a weekly business podcast focused on the real systems behind growth. Hosted by the Motii team, the show explores how modern businesses can create momentum through smarter sales processes, connected systems and practical technology decisions. Each episode highlights one key shift, one system improvement and one measurable result — helping business owners, sales leaders and operations teams scale with clarity and confidence. Featuring expert conversations with Motii consultants and leading technology partners, this podcast is built for teams who want practical progress, not empty growth advice

The Motii Playbook is a business podcast hosted by Motii, with 18 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Motii hosts The Motii Playbook, a business show with 18 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #16

  Beyond Referrals: How to Start Growing on Purpose

  Jul 20, 202635 minS1

  In This Episode For many growing businesses, referrals are the first growth engine. They are also a sign that customers trust the work. But referrals alone can be hard to predict, scale, or build a hiring plan around. In this episode of The Motii Playbook, Fred Schnell speaks with Marta El Bay, Head of Partnerships at Surfe, about what it takes to move from word-of-mouth growth to a more deliberate outbound motion. The conversation is practical, honest, and refreshingly grounded: before buying another tool or chasing another AI workflow, businesses need to understand who they serve, clean up the way their teams work, and build a simple system they can actually use. What We Cover Why referrals are a strong signal of trust, but not a reliable growth plan on their own. When growing businesses usually realise word of mouth is no longer enough. Why outbound often feels uncomfortable, complicated, or too easy to postpone. How messy CRM data, unclear ownership, and poor team adoption can slow down even good tools. Why outbound starts with a clear ideal customer profile before it starts with software. How Surfe helps sales teams move from LinkedIn research into CRM follow-up with less manual admin. Why enrichment works differently when it aggregates multiple data sources instead of relying on one fixed database. The first useful steps a referral-led business can take before hiring salespeople or building complex automation. Resources Mentioned Surfe Pipedrive HubSpot Salesforce Copper LinkedIn and Sales Navigator Clay, n8n and Make Want to turn insight into action? Book a Momentum Call and we’ll map out exactly how to apply this to your business: Book your call Explore the Playbook Frameworks, systems, and real execution: https://motii.co/playbook Trial the CRM we use to build scalable revenue systems: FREE Pipedrive Trial Connect with Motii LinkedIn → https://www.linkedin.com/company/motii Instagram → https://www.instagram.com/motii.co YouTube → https://www.youtube.com/@MotiiSales

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  Episode #15

  Zendesk Sell Series Part 2: Zendesk Sell to Pipedrive: Is Pipedrive Really the Right CRM for You?

  Jul 12, 202637 minS1

  In This Episode Zendesk Sell users know the decision point is coming. With Zendesk Sell being retired, many teams are now asking the obvious next question: is Pipedrive really the right CRM to move to? In this episode of the Motii Playbook, Fred Schnell is joined by Ben Fuller and Kile Rogers to unpack why Zendesk has recommended Pipedrive as the official migration path, what makes it a natural fit for sales-led teams, and where businesses still need to be careful before making the move. What We Cover Why Zendesk has recommended Pipedrive as the official migration partner for Zendesk Sell users The three key reasons Pipedrive is a natural fit: Zendesk integration, sales CRM focus, and platform alignment What Zendesk Sell users are most worried about when changing CRM systems Why CRM selection should start with process, not software features How Pipedrive compares with other CRM options like HubSpot, Salesforce, Zoho, Capsule and Insightly Why simple, activity-based CRM design can be a strength for sales teams The importance of user adoption, mobile access, integrations, reporting and automation Why businesses should avoid treating CRM migration as a straight software swap How a CRM can become the backbone of a growing business, rather than just another platform Resources Mentioned Zendesk Sell Pipedrive Monday.com Motii Playbook and Zendesk Sell migration guide Want to turn insight into action? Book a Momentum Call and we’ll map out exactly how to apply this to your business: 👉 Book your call Explore the Playbook Frameworks, systems, and real execution: 👉 https://motii.co/playbook Trial the CRM we use to build scalable revenue systems: 👉 FREE Pipedrive Trial 🌐 Connect with Motii LinkedIn → https://www.linkedin.com/company/motii Instagram → https://www.instagram.com/motii.co YouTube → https://www.youtube.com/@MotiiSales

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  Episode #14

  Motii Mini: From first call to go-live; what a CRM implementation actually looks like

  Jul 6, 202622 minS1

  In This Episode If you've ever wondered what actually happens after you decide to implement a CRM, this episode takes you behind the scenes. Katie Tassone-Milligan and Ben Fuller unpack the practical steps in a CRM implementation with a partner, from discovery and configuration through to data migration, training, go-live and adoption. The conversation is grounded in the real questions business owners ask before they commit: how much time will it take, what resources are needed, how clean does the data need to be, and what can be done before the first consultation? The short answer: the best implementations are collaborative, focused and practical. A strong partner does not just configure software. They help clarify the sales process, bring the right data into the system, train the right people and keep a close eye on adoption once the team goes live. What We Cover What happens before and during a CRM implementation kickoff meeting Why discovery starts with the sales process, not the software How sample data helps teams understand the system before go-live Why the final data migration usually happens just before launch How champion users help with training and internal adoption Why implementation is not finished the moment the system goes live Typical implementation timelines for a Pipedrive rollout What can delay a project, including dirty data and too many stakeholders How a phased approach can get teams using the system earlier What to prepare before speaking with a CRM implementation partner Resources Mentioned Tools and platforms mentioned in the episode: Pipedrive , HubSpot, Salesforce, Excel, NetSuite and Miro Want to turn insight into action? Book a Momentum Call and we’ll map out exactly how to apply this to your business: 👉 Book your call Explore the Playbook Frameworks, systems, and real execution: 👉 https://motii.co/playbook Trial the CRM we use to build scalable revenue systems: 👉 FREE Pipedrive Trial 🌐 Connect with Motii LinkedIn → https://www.linkedin.com/company/motii Instagram → https://www.instagram.com/motii.co YouTube → https://www.youtube.com/@MotiiSales

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  Episode #13

  Zendesk Sell Series Part 1: Zendesk Sell is retiring — here's everything you need to know

  Jun 29, 202619 minS1

  Zendesk Sell Is Retiring: What Every Business Needs to Know Before 2027 In This Episode Zendesk has announced that Zendesk Sell will be retired, with the platform scheduled to cease operation on 31 August 2027. While that date may seem a long way off, businesses relying on Zendesk Sell need to start planning now. The CRM itself will continue operating until the retirement date, but once that deadline arrives, access to the platform and its data will be permanently removed. In this first episode of the Motii Playbook Zendesk Sell Series, Katie Tassone-Milligan is joined by Motii Senior Implementation Specialist Kate Hay to unpack exactly what the retirement means for businesses. Together, they explore why Zendesk is stepping away from the CRM market, the broader technology trends driving that decision, and what customers should be doing today to protect their data and future sales operations. The conversation also highlights a common misconception: migrating from one CRM to another is not simply a matter of exporting contacts and importing them elsewhere. Workflows, automations, reporting, activity history, attachments, user setup, compliance records and business processes all need to be considered. For many organisations, the migration itself may take weeks, but the planning, data preparation, platform selection and team adoption process can take 12 to 18 months. Most importantly, this episode reframes the Zendesk Sell retirement as an opportunity rather than a disruption. Businesses now have the chance to review their current systems, improve processes, involve key stakeholders and select a platform that better supports their future growth. What We Cover Why Zendesk Sell is being retired and what the August 2027 deadline means The industry shift separating CRM platforms from customer service platforms What data can and cannot be exported from Zendesk Sell Why CRM migrations are more complex than simply moving contacts and deals The risks of delaying migration planning until the final months How to assess whether your current data is ready for migration Why businesses should involve their teams early in the decision-making process The role of change management during CRM transitions Alternative CRM options including Pipedrive, Salesforce and Monday.com When it makes sense to engage an implementation partner to support migration Want to turn insight into action? Book a Momentum Call and we’ll map out exactly how to apply this to your business: 👉 Book your call Explore the Playbook Frameworks, systems, and real execution: 👉 https://motii.co/playbook Trial the CRM we use to build scalable revenue systems: 👉 FREE Pipedrive Trial 🌐 Connect with Motii LinkedIn → https://www.linkedin.com/company/motii Instagram → https://www.instagram.com/motii.co YouTube → https://www.youtube.com/@MotiiSales

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  Episode #12

  You’re Logging the Call. But Are You Capturing the Conversation? with Sabrina da Rocha of CloudTalk

  Jun 22, 202628 minS1

  In This Episode Most sales leaders can see that calls are happening. They can count activity, watch deals move and check the pipeline. What is harder to see is what actually happened inside each conversation and what context disappears when call notes are rushed, incomplete or stuck in someone's head. In this episode of the Motii Playbook, Fred Schnell speaks with Sabrina Da Rocha, Senior Sales Manager at CloudTalk, about how sales teams can move beyond call logging and start using conversation intelligence to improve handovers, forecasting, coaching and customer experience. The conversation explores why the quality of sales conversations matters as much as the quantity, and how better call capture can help reps spend less time on admin and more time having useful, human conversations. For business owners and sales leaders, the takeaway is practical: activity data is a good start, but it is not enough on its own. When call context is captured properly, teams can protect momentum, coach with evidence and make the CRM a more reliable source of truth. What We Cover Why call logs alone do not show the full picture of sales performance The risk of losing deal momentum when call context sits only in a sales rep's head How automated summaries and transcripts reduce manual admin for busy reps Why CRM hygiene, pipeline stages and call intelligence need to work together How better handovers protect the customer experience when team members are away Why coaching should focus on conversation quality, not just call volume How leaders can use call insights in one-on-ones, forecasting and deal reviews The mindset shift from measuring activity to improving the quality behind the numbers Resources Mentioned Tools and frameworks mentioned in the episode: CloudTalk: Cloudtalk is smart calling software built for sales teams. Get real-time analytics, call automation, and CRM integrations to turn more conversations into closed deals. DISCOUNT CODE: Motii25% For 25% off for 6 months Must be a paid customer before July 15th. Book a call to find out more: https://calendly.com/tom-motii/cloudtalk-demo Pipedrive Want to turn insight into action? Book a Momentum Call and we’ll map out exactly how to apply this to your business: 👉 Book your call Explore the Playbook Frameworks, systems, and real execution: 👉 https://motii.co/playbook Trial the CRM we use to build scalable revenue systems: 👉 FREE Pipedrive Trial 🌐 Connect with Motii LinkedIn → https://www.linkedin.com/company/motii Instagram → https://www.instagram.com/motii.co YouTube → https://www.youtube.com/@MotiiSales

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