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The Pinnacle Perspective
Welcome to "The Pinnacle Perspective"—a podcast where innovation meets action, and the future of work becomes a present reality. Picture a world where mundane tasks no longer eat up your day, where automation frees you to focus on what really matters: growing your business, building relationships, and driving success. This is the world we explore in every episode.
Each week, we take you behind the scenes of the latest breakthroughs in AI, CRM systems, and automation, guiding you through how these technologies are reshaping industries and empowering businesses to do more with less. Imagine walking into every meeting armed with actionable data, or reclaiming hours spent on admin tasks to focus on selling, creating, and leading. It’s not a dream—it’s happening right now.
Join us as we sit down with industry leaders, tech pioneers, and business strategists to discuss the cutting-edge tools and strategies that are defining the future of work. We’ll dive into real-world success stories, explore the highs and lows of digital transformation, and uncover practical tips to help you work smarter, not harder.
Whether you’re an entrepreneur looking to scale, a sales professional aiming for the next level, or simply a tech enthusiast eager to stay ahead, "The Pinnacle Perspective" is your guide to mastering the tools of tomorrow, today. So plug in, tune out distractions, and get ready to see your business through a whole new lens.
Subscribe now and start your journey toward a future where success isn’t just a goal—it’s a process powered by technology, automation, and a clear vision for what’s next.
The Pinnacle Perspective
Revolutionize Your Business Operations: Unlocking Pinnacle AI's Innovative Solutions for Growth and Security
Imagine a world where your business operations are not just tasks but dynamic tools that propel you toward growth. That's exactly what Pinnacle AI's latest innovations promise. We're unraveling the secrets behind their smart business solutions, designed to transform how you manage workflows, subscriptions, and payments. Discover the game-changing "from number" feature that ensures brand consistency, and learn how updating custom values in math operations can make your automation more responsive and powerful. Plus, hear about the revolution in community management with automated private channel access, offering you the opportunity to engage with your audience like never before.
Unlock the future of data management with Pinnacle AI's enhanced features that promise to streamline your operations and safeguard your information. We dive into how customizing data columns and copying information directly from tables can save you time, while sorting and advanced filtering options await on the horizon. Security takes center stage with the introduction of private file uploads and expiring links, ensuring your sensitive data remains protected. Tune in as we explore these transformative tools and the boundless possibilities they offer for achieving business success.
Discover how Pinnacle Ai can revolutionize your business operations. Our AI-driven CRM is designed to eliminate inefficiencies, automate tasks, and empower entrepreneurs to focus on growth and innovation. Visit https://getpinnacle.ai to learn more and unlock the full potential of your business today.
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Powered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.
Okay, so Pinnacle AI has been very busy, like really busy they have. You've sent us a ton of stuff updates, notes, even sneak peeks and it's really clear that they're laser focused on powering up online businesses.
Speaker 2:Yeah, they're on a roll.
Speaker 1:We're talking about smarter workflows. We're talking about streamlined subscriptions. We're even talking about a whole new spin on payments.
Speaker 2:It's exciting stuff.
Speaker 1:It is exciting stuff. It is exciting stuff. Our deep dive mission, if you choose to accept it, is to cut through all the noise and help you actually use these changes to boost your success.
Speaker 2:That's what it's all about, right.
Speaker 1:Exactly. And what's so cool is how these updates they're not just like random tweaks here and there, they're all connected. It's like pinnacle AI is building this like cohesive ecosystem.
Speaker 2:Yeah, it feels very intentional.
Speaker 1:It does and I think it speaks to this bigger trend. We're seeing this demand for more automation, more personalization, Like imagine a world where your platform just takes care of all the heavy lifting.
Speaker 2:Oh, wouldn't that be nice.
Speaker 1:Right, so you can focus on, you know, the stuff that actually moves the needle.
Speaker 2:Exactly Working on your business, not in it, as they say.
Speaker 1:Okay, so let's talk specifics. One of the first things that jumped out from the release notes was this whole from number thing in the workflow settings.
Speaker 2:Oh yeah, that's big.
Speaker 1:Remember how we used to wish there was a way to use different numbers for like support versus sales.
Speaker 2:Well for different regions.
Speaker 1:Yes, or if you've got clients all over the world.
Speaker 2:Absolutely Now you can. It's about time.
Speaker 1:Right, right, and it's not just about like staying organized, though that's definitely a bonus.
Speaker 2:It's about branding too.
Speaker 1:Oh, tell me more about that.
Speaker 2:Think about it when you get a text from, say, your bank, it's always from that same shortcode, right, uh-huh? It subconsciously tells you OK, this is official, I can trust this message.
Speaker 1:It's like their own little VIP line.
Speaker 2:Exactly.
Speaker 1:Yeah.
Speaker 2:And now businesses can create that same kind of brand consistency, that trust factor, with every single communication they send.
Speaker 1:I love that. Ok, next up on the things that make workflows even smarter list Hit me with it. Update custom values in math operation.
Speaker 2:Okay, so that's a mouthful.
Speaker 1:I know right I was like, do we need all those words? But actually, once you break it down it's pretty genius.
Speaker 2:It is because it opens up a lot of possibilities.
Speaker 1:So you've always been able to use the custom values in your workflows, right, right, but now you can actually update them on the fly.
Speaker 2:Dynamically.
Speaker 1:Yes, which basically means your automation has just got a whole lot smarter.
Speaker 2:Okay, give me an example, because I think a lot of people are going to be like okay, but what does that actually look?
Speaker 1:like Okay, let's say you're running a limited time offer for something. Okay, in the past you could tell people oh hey, by the way, this is limited, there are only so many spots left, right, but now you can actually show them.
Speaker 2:I like where this is going.
Speaker 1:Imagine a custom value on your sales page that literally says only 12 spots left, and every time someone signs up, the workflow automatically updates that number. Oh wow, talk about creating urgency.
Speaker 2:That's next level. That's FOMO at its finest.
Speaker 1:Right. But it's not just about scarcity right. It's about making your workflows more dynamic in general.
Speaker 2:Okay, so what else could we use it for?
Speaker 1:Well, think about wait lists, Think about ticket counts for events.
Speaker 2:Oh interesting.
Speaker 1:You're essentially building these mini live dashboards right into your workflows. Building these mini live dashboards right into your workflows.
Speaker 2:It's like taking something that USED to be static just information and turning it into this dynamic tool that actually drives action.
Speaker 1:Exactly, and that's what I love about these Pinnacle AI updates they're really encouraging us to think differently about how we use these tools.
Speaker 2:It's about working smarter, not harder, right.
Speaker 1:Always. Okay, let's shift gears a little bit and talk about community management, because Pinnacle AI definitely didn't forget about us community building nerds.
Speaker 2:Always got to keep those communities engaged.
Speaker 1:Right, and one of the coolest things they've added is the ability for workflows to interact with private channels.
Speaker 2:Now that's huge for anyone who's running a membership site or has different tiers within their community.
Speaker 1:Okay, so break it down for me what's actually changing.
Speaker 2:So the big thing is the triggers. They've added new ones specifically for private channel access. Okay, so you've got private channel access granted and private channel access revoked, which sounds a little technical, I know. Basically it means you can now automate actions based on someone joining or leaving those exclusive spaces in your community.
Speaker 1:So, like someone signs up for your premium membership, boom, they automatically get access to the private channel.
Speaker 2:Exactly. No more manually adding people or remembering who's supposed to be where.
Speaker 1:And if they downgrade?
Speaker 2:Access revoked just like that.
Speaker 1:Oh, I like it Seamless.
Speaker 2:Right, it's all about automation.
Speaker 1:So what about those of us who like to get really granular with our workflows?
Speaker 2:Oh, they've got you covered.
Speaker 1:Tell me more.
Speaker 2:So, in addition to the triggers, they've also added two new actions grant private channel access and revoke private channel access.
Speaker 1:Okay, so now we're talking. What kind of magic can we work with those?
Speaker 2:Well, think about creating really personalized welcome sequences for new members of a specific tier, or dripping out exclusive content that's only available in that private channel.
Speaker 1:Oh, that's good.
Speaker 2:Or even automatically tagging members based on their private channel access, so you can target your communication even more effectively later on.
Speaker 1:It's like you can segment your audience without even having to lift a finger.
Speaker 2:Exactly, and it all happens behind the scenes. Your members don't even have to think about it.
Speaker 1:Love it, but and this is a big but- oh, what's the catch? There's always a catch. Remember how we said attention to detail is key. This whole private channel workflow magic it only works if you actually have VE private channels set up in the group you're working with.
Speaker 2:Oh great.
Speaker 1:It seems obvious, but you'd be surprised how easy it is to overlook those little details.
Speaker 2:Especially when you're excited about all the cool new features.
Speaker 1:Exactly so word to the wise double check those settings before you get too deep into building your automation masterpiece.
Speaker 2:Always a good idea.
Speaker 1:Okay, are you ready to dive into the world of subscription management? Because Pinnacle AI did not hold back.
Speaker 2:Bring it on. I'm ready to be impressed.
Speaker 1:They really did. It's like they took everything we ever wanted in a subscription management system and said here you go, knock yourselves out.
Speaker 2:Right, Like the ability to pause and resume subscriptions. That's not new, but they've made it so much more powerful.
Speaker 1:So much more. We're not just talking about flipping a switch on or off anymore. You can now get really granular with it.
Speaker 2:Yeah, you've got the definite pause where you pick a specific end date. So it's like, OK, pause this for a month or pause this until they've had a chance to catch up on their payments, you know.
Speaker 1:Exactly, or you can do an indefinite pause if you're not sure when or if they'll be back.
Speaker 2:How about flexibility, right Giving people options?
Speaker 1:Yes, and speaking of options, did you see how they're handling invoices when a subscription is paused?
Speaker 2:Oh yeah, that's smart.
Speaker 1:It automatically generates an invoice, but then you can choose whether to mark it as a draft or just void it completely.
Speaker 2:Which is perfect, because every business has its own way of doing things, so it's like they're covering all the bases.
Speaker 1:Right, and let's not forget about the visuals.
Speaker 2:Even I was impressed with how clean and intuitive.
Speaker 1:That whole pause subscription pop up looks. Oh it's beautiful, isn't it? It is. It's like no more clicking through a million menus. Everything you need is right there.
Speaker 2:It's the little things, you know, those little touches that just make your life easier.
Speaker 1:Absolutely, and for all the data nerds out there like myself. Just make your life easier, Absolutely, and for all the data nerds out there like myself. Pinnacle AI added some new goodies to the subscription CSV download.
Speaker 2:Oh, yeah, like what.
Speaker 1:So now you can actually see pause-related information.
Speaker 2:Interesting.
Speaker 1:Yep, so you can analyze things like how many people are pausing for how long, what they do afterwards, it's a goldmine of insights.
Speaker 2:That's huge, because knowing WHY people pause can be so valuable.
Speaker 1:Right Like. Are they hitting financial roadblocks? Are they just overwhelmed and need a break? This data can help you tailor your communication and your offers to reduce churn.
Speaker 2:It's all about understanding your audience, right.
Speaker 1:Exactly Okay. Ready for a bit of a curveball? Pinnacle AI now lets you sell free products.
Speaker 2:Wait what.
Speaker 1:I know, I know it sounds kind of counterintuitive, right, oh yeah.
Speaker 2:I mean, it's a free E why would you need a whole system for that?
Speaker 1:Right, but think about all the workarounds people used to do, like creating separate funnels or trying to hack the system to accept a price of zero.
Speaker 2:Oh yeah, that was always a pain.
Speaker 1:Now it's all built in. You want to offer a lead magnet, a free trial. Manage it all within Pinnacle AI no more headaches.
Speaker 2:So smooth.
Speaker 1:And on that note, they also streamline the checkout process for those free products, so you don't have to ask for credit card details if someone's not actually paying.
Speaker 2:Which makes sense, because who wants to pull out their credit card for something that's free? It's just an extra barrier.
Speaker 1:Exactly.
Speaker 2:And if they do decide to upgrade or buy something later, pinnacle AI has them covered there too, oh, yeah, tell me about it, because I saw that they rolled out PayPal integration and not just in one place like across the board.
Speaker 1:Everywhere Invoices forms. You name it, it's there.
Speaker 2:Which is brilliant because PayPal is huge. So many people use it, so offering that as an option just makes life easier for everyone.
Speaker 1:And it can actually boost your conversion rates.
Speaker 2:Oh, absolutely, because people are more likely to complete a purchase if they see a payment method they already know and trust.
Speaker 1:Exactly. And they didn't stop with just the basic PayPal integration. They also added PayLater.
Speaker 2:Which is brilliant. It's perfect for today's consumer who wants that flexibility.
Speaker 1:Right, it's all about removing barriers to purchase.
Speaker 2:Exactly that flexibility Right. It's all about removing barriers to purchase. Exactly so. If someone's on the fence about buying something and then they see they can use PayPal and even split it into smaller payments, that might be the push they need.
Speaker 1:It's like giving them every reason to say yes.
Speaker 2:Right and from a business perspective it's like why wouldn't you offer these options?
Speaker 1:It's like they thought of everything, and it's not just about the big flashy features. They've also made a ton of smaller improvements that make a big difference in the day to day.
Speaker 2:Oh, absolutely Like. Remember when you were uploading a file in media storage and you accidentally hit create new folder instead of you know actually uploading the file.
Speaker 1:Worst, I've done that a million times Right.
Speaker 2:It's like come on. Why are those buttons so close together?
Speaker 1:I know, but guess what they fixed it. It's like come on, why are those buttons so close?
Speaker 2:together, I know, but guess what? They fixed it no way. They actually separated those actions.
Speaker 1:They did Dedicated buttons for uploading and creating folders. It's the little things you know.
Speaker 2:It's huge? Yeah, because those little frustrations add up over time.
Speaker 1:Exactly. And speaking of smoother workflows, did you check out the revamped forms and surveys submissions page?
Speaker 2:Oh yeah, check out the revamped forms and surveys submissions page. Oh yeah, that got a serious makeover.
Speaker 1:It did. It's so much more user-friendly now.
Speaker 2:Like night and day.
Speaker 1:Right. Remember how you used to have to scroll forever to see all the data columns?
Speaker 2:Or how you could only see like a few fields at a time.
Speaker 1:The struggle was real, but now you can see everything at once.
Speaker 2:Okay, that's a game changer right there.
Speaker 1:Right, and you can customize which columns you want to see. You can rearrange them however you like.
Speaker 2:So it's all about putting you in control of your data.
Speaker 1:Exactly.
Speaker 2:No more hunting for that one specific piece of information, and you can copy stuff right from the table now like phone numbers, email addresses, even open links directly.
Speaker 1:Yeah, it's those little time savers that make all the difference.
Speaker 2:They really do, because it's like those seconds add up over time.
Speaker 1:They do, and rumor has it they're adding even more features soon, like sorting and advanced filtering.
Speaker 2:Oh, that's going to be amazing. Imagine being able to segment your audience based on their form, responses, or find that one specific submission in seconds.
Speaker 1:Right, the possibilities are endless. Ok, let's talk about security for a minute, because you know how important that is More important than ever. Right, and Pinnacle AI is clearly taking it seriously. They just added this whole private file upload feature.
Speaker 2:Oh, yeah, tell me about that.
Speaker 1:So now you can store sensitive files securely, and when you share them, it's through these private links that expire.
Speaker 2:So no more worrying about those files ending up in the wrong hands.
Speaker 1:Exactly, and they've got this little lock icon to show which files are private.
Speaker 2:Oh, that's handy, so you can tell at a glance what's what.
Speaker 1:Exactly, and this is just the beginning. They're already talking about adding custom link expiry times and the ability to switch a file between public and private whenever you want.
Speaker 2:It's clear they're really committed to staying ahead of the curve when it comes to data security.
Speaker 1:They're not messing around. You know, as we've been going through all these updates, it's really struck me that Pinnacle AI isn't just adding futures for the sake of it.
Speaker 2:It's not about checking boxes, it's about solving real problems.
Speaker 1:Exactly, they're actually listening to their users. They're thinking about the big picture. They Exactly, they're actually listening to their users, they're thinking about the big picture. They're building a platform that's truly designed to help businesses succeed.
Speaker 2:And that's what it's all about right Giving people the tools they need to thrive.
Speaker 1:Absolutely so. As you go forth and explore all these new pinnacle AI features, just remember this is all about you.
Speaker 2:It's about your business, your vision, your success.
Speaker 1:Exactly. Don't be afraid to experiment, to get creative, to see how these updates can work for you.
Speaker 2:Because the most powerful tool is the one you know how to use effectively.
Speaker 1:Could have said it better myself. So go forth, experiment and watch your business soar.