“Klaviyo is the AI-first B2C CRM… you’re not stitching together 5 different systems… your segments update automatically”
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Liberty Safe casey wiese
Honest Ecommerce ·
Risk Remedy · Profiles in Risk · Yehuda Daniel Katz, Co-Founder & CEO at RiskRemedy - PIR Ep. 874
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Argues that brokers need three separate systems - a CRM, an AMS, and an AI platform - rather than a single all-in-one solution
“Klaviyo is the AI-first B2C CRM… you’re not stitching together 5 different systems… your segments update automatically”
“We were only doing three-month minimum subscriptions. I was confident you'd need me at month four, at month 20, so I sell you on value rather than trap you in a contract.”
“The best system that I use to support my content creation is my content club. I am on zoom every single day from eight to 9am.”
“Install Shopify's solution. It's called the Knowledge Base App. It lets you actually see and edit the answers that AI platforms use about your store.”
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