Most companies don’t have a lead problem, they have a follow-up problem.
In this episode of Sharkpreneur, Seth Greene interviews Jason Kramer, Founder & CEO at Cultivize, who breaks down how smart CRM strategy can transform “maybe someday” prospects into real revenue. Jason shares how his team helps manufacturing, roofing, finance, and home service businesses design, implement, and actually use CRM systems like HubSpot and Pipedrive so salespeople stop dropping the ball. With real-world case studies, including a roofing company that turned old quotes into seven-figure sales, Jason shows what’s possible when technology, strategy, and authentic follow-up finally line up.
Key Takeaways:
→ Why most growing businesses don’t really know which marketing efforts are working—and how a properly set up CRM changes that.
→ The three simple criteria that define an ideal client for a CRM overhaul (and why company size and sales team count matter).
→ The common problem shared by manufacturing, roofing, finance, and home service companies that send hundreds of proposals a year.
→ A behind-the-scenes case study of a roofing company that revived ignored quotes with a thoughtful, automated follow-up sequence.
→ How to design automated emails that feel genuine and personal, not robotic or canned, while still running on autopilot.
Jason Kramer is the founder of Cultivize, a consulting firm that builds smart CRM strategies for business consultants and growth advisors. With over 20 years in marketing and business development, he helps experts transform their lead management systems into scalable growth engines. His process integrates CRM automation with email nurturing to create trackable, ROI-focused results for B2B and consulting clients. Jason’s background includes work with global giants like Virgin Atlantic and Johnnie Walker, but today his focus is on supporting strategic advisors and fractional leaders who need visibility into what’s working—and what’s not—in their sales process. When he’s not helping clients streamline their revenue systems, he’s on the Hudson River with his family.
Connect With Jason Kramer:
Website: https://cultivize.com/
X: https://x.com/cultivize
Facebook: https://www.facebook.com/cultivize/
LinkedIn: https://www.linkedin.com/in/jasonleighkramer/
