{"podcast":{"title":"Marketer of the Day with Robert Plank: Business Growth & Entrepreneur Stories","slug":"marketer-of-the-day-with-robert-plank-business-growth-entrepreneur-stories-315720","podcast_index_feed_id":315720,"rss_url":"https://www.robertplank.com/feed/podcast","website_url":"https://www.robertplank.com/episodes/","image_url":"https://www.robertplank.com/wp-content/uploads/powerpress/motd-663.jpg","author":"Robert Plank","episode_count":1626,"summary":"Marketer of the Day with Robert Plank is the daily interview podcast for entrepreneurs who are tired of hype and ready for real, usable growth. Each episode features a candid conversation with a founder, marketer, creator, author, coach, consultant, agency owner, or business leader who has built something meaningful and learned practical lessons along the way. The show goes beyond surface-level inspiration and digs into what actually works: the strategies, systems, mistakes, pivots, and breakthroughs behind real entrepreneurial stories. Listeners tune in for practical ideas on business growth, marketing strategy, authority building, content marketing, podcasting, SEO, lead generation, email marketing, social media, LinkedIn, AI for business, automation, delegation, productivity, leadership, and building a business that can grow without becoming chaotic or overwhelming. Hosted by Robert Plank, Marketer of the Day helps entrepreneurs simplify their marketing, amplify their message, systemize their success, and take more confident action. Whether you are a solopreneur, consultant, coach, service provider, podcaster, author, speaker, digital marketer, or small business owner, this sho…","last_synced_at":"2026-07-24T02:21:45.656055+00:00","page_url":"https://stenobird.com/podcast/marketer-of-the-day-with-robert-plank-business-growth-entrepreneur-stories-315720"},"episode":{"title":"1617: AI Client Management & Voice-First CRM with Jan Levine","slug":"1617-ai-client-management-voice-first-crm-with-jan-levine","published_at":"2026-07-21T13:31:20+00:00","page_url":"https://stenobird.com/podcast/marketer-of-the-day-with-robert-plank-business-growth-entrepreneur-stories-315720/1617-ai-client-management-voice-first-crm-with-jan-levine","show_page_url":"https://stenobird.com/podcast/marketer-of-the-day-with-robert-plank-business-growth-entrepreneur-stories-315720","url":"https://www.robertplank.com/1617-voice-first-client-automation-jan-levine/","audio_url":"https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/robertplank/MOTD1617-Jan-Levine_1.mp3","summary":"When your business depends on appointments, renewals, and repeat clients, dropped follow-ups and scattered notes are expensive problems. Handwritten reminders, sticky notes, and overcomplicated CRMs often create more friction than they solve. Today’s guest, Jan Levine, CEO of ClientPulse Ltd, explains how he used Voice First AI to rescue his own rapidly growing financial practice from that chaos and then transformed his solution into a powerful platform that helps other service-based businesses stay organized, responsive, and consistently top-of-mind with their clients. In this episode of Marketer of the Day, Jan walks us through how voice-driven client management can replace tedious data entry and outdated workflows. Instead of typing notes or wrestling with bloated software, agents, advisors, salon owners, repair shops, and other professionals can simply talk into their phone as they leave a client meeting. Client Pulse automatically extracts the key details, contact info, assets, preferences, next steps, and appointment times, updates the record, sends a thank-you email, and schedules reminders, all in seconds. Jan dig into one of the biggest fears around automation and AI: that it will feel cold, fake, and impersonal. Jan explains how he intentionally designed Client Pulse to do the opposite, using AI to create more human, personal communication at scale. From birthday and anniversary reminders that prompt you to record a quick, personalized video, to one-click follow-up calls and policy renewal reminders, the system keeps you consistently present in your clients’ lives without feeling like yet another generic, system-generated message. You’ll also hear how Jan has extended this technology beyond business into family life. He demonstrates a simple visual “family wa…","meta_description":"When your business depends on appointments, renewals, and repeat clients, dropped follow-ups and scattered notes are expensive problems. Handwritten remin…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1657,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/marketer-of-the-day-with-robert-plank-business-growth-entrepreneur-stories-315720/episodes/1617-ai-client-management-voice-first-crm-with-jan-levine/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/marketer-of-the-day-with-robert-plank-business-growth-entrepreneur-stories-315720/1617-ai-client-management-voice-first-crm-with-jan-levine.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}