Episode
JF 4238: Cross-sell Campaign Generating $1 million in pipeline and Why Discounts Pull Demand Forward
- Podcast
- The Best Ever CRE Show
- Published
- May 18, 2026
- Duration seconds
- 1701
- Processing state
not_requested- Canonical source
- https://traffic.megaphone.fm/BCRRB7738998274.mp3
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Summary
Richard McGirr talks about how his firm crushed their previous fundraising record with $6.1 million, but the real secret lies in how they’re turning this momentum into a repeatable pipeline. He explains how a strategic cross-sell campaign, tapping into existing relationships, generated over a quarter-million dollars in commitments overnight, all by leveraging personalized Loom videos and exclusive tier-based perks. Discover the step-by-step behind the scenes, including how personalized outreach and complex concepts like "relationship balance" can unlock new capital without chasing cold leads. Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://m1.com/ for more info. Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices