Unlock exponential growth by breaking down silos between your marketing, call center, and sales teams.  This session, led by Eric Peschke at Zintex Remodeling Group, will reveal actionable strategies to create seamless customer journeys, improve lead handoffs, and ensure consistent messaging across all touchpoints.  If you’re looking to learn how true departmental alignment drives higher conversion rates, boosts customer satisfaction, and optimizes your entire lead-to-revenue funnel, you cannot miss this session!

Takeaways:

• Strategies for creating unified goals and metrics across all three teams.
• Methods for improving lead quality and conversion through seamless handoffs.
• Tactics for fostering consistent customer experiences and messaging from first touch to close.

This session presents cutting-edge research on the effectiveness of automated lead nurturing (ALN). The findings, based on data from two firms, challenge common industry claims and highlight how firms can identify when and why ALN truly adds value. Practical recommendations will help attendees optimize ALN to improve conversion outcomes in their own contexts.

Determine Your ALN Fit: Learn to identify the specific business contexts and verticals where Advanced Lead Nurturing (ALN) provides the greatest uplift, and where it may be a misapplication of resources.

• Maximize Value Through Information: Discover how to strategically deploy ALN to close critical information gaps between lead buyers and sellers, driving better qualification and mutual trust.
• Accelerate Low-Friction Sales: Uncover the secrets to optimizing ALN for quick, lower-stakes, and first-time sales, immediately increasing your top-of-funnel conversion velocity.
• The Personalization Payoff: Understand the critical relationship between automated, data-driven insights and the creation of highly personalized, high-quality human conversations, maximizing the final conversion event.
• The Implementation Roadmap: Walk away with a practical, step-by-step framework on how to implement ALN within your existing tech stack to ensure maximum performance benefit.

Join us for this discussion around whether advertisers should limit the total number of paid search affiliates they partner with.  This session will be a deep dive into:

• Understanding whether partnering with paid search affiliates aligns with your brand’s in-house marketing strategy.
• Learning how to determine the right number of affiliates to work with—whether that means limiting partnerships or expanding broadly.
• Knowing what to look for when evaluating which paid search affiliates are credible and trustworthy.

As AI voice technology shifts from a novelty to an operational necessity, companies are leveraging it to slash OPEX and revolutionize the traditional outbound dialing model. This session explores the intersection of automated compliance, operational efficiency, and the future of human-like interaction, providing a roadmap for integrating AI voice into your lead generation funnel.

• Operational Efficiency & Cost Reduction: Learn how to replace high-cost internal and external OPEX with scalable AI voice solutions that maintain high conversion rates without the overhead of a traditional call center.
• Automated Compliance at Scale: Discover how AI-driven dialing can mitigate regulatory risks by ensuring 100% adherence to evolving compliance standards in real-time.
• Enhancing the Customer Experience: Gain insights into how modern AI voice can improve the consumer journey by providing instant, natural-sounding engagement that bridges the gap between automation and human empathy.

The B2C funnel has been radically decentralized, moving from search engines to social communities. This session maps the New Customer Journey, detailing how brands are successfully generating high-intent leads from platforms where discovery is spontaneous, and trust is earned through authentic voices. Learn to integrate fleeting social attention (TikTok/Shorts) with long-term retention strategies (Community-Led Growth) to build a durable, next-generation lead pipeline.

• TikTok-to-Lead Framework: Tactical steps for converting high-volume, low-commitment TikTok/Shorts traffic into measurable leads and first-party data assets.
• Influencer Accountability: Best practices for contracting, compensating, and monitoring influencers to ensure brand safety, compliance, and sustained lead quality.
• Scaling Community Trust: Strategies for transforming organic community engagement into repeatable, high-LTV lead sources that outperform traditional paid media.

Discover how to leverage predictive analytics to drive ROI without getting lost in the technical jargon. While predictive capabilities consistently improve marketing outcomes, numerous leaders hesitate to adopt them due to perceived complexity. This presentation eliminates those obstacles, showing how your teams can deploy forecasting methods to revolutionize strategic planning. Explore techniques for utilizing current data assets to anticipate prospect actions, enhance initiative effectiveness, and create tailored interactions that generate measurable impact. With actionable frameworks and clear implementation roadmaps, you'll learn to embed forecasting capabilities into your marketing operations—no specialized platforms or analytics PhDs required. 

• Straightforward tactics for customer segmentation through forecasting methods
• Actionable frameworks for refining media spend and scheduling decisions
• Techniques for pinpointing and cultivating your most profitable prospects
• Scalable implementation blueprints, from initial tests to enterprise-wide rollout
• Case studies with quantified business results

What happens when you bring 10 companies together and ask them to share performance data to strengthen the entire ecosystem?  The answer might surprise you.  Join us to explore how these industry trailblazers built a groundbreaking platform that delivers high-quality auto and home leads from trusted publishers—using a pricing model that achieves close rates nearly double the industry average.  Hear from two of the nation’s largest agents and two leading publishers as they reveal how this innovative approach is transforming the way leads are bought and sold.

Private equity-led consolidation in the home services sector is fundamentally reshaping how lead flow is managed across regional and national footprints. This session examines the critical friction points in contact centers as they transition from fragmented local operations to centralized, high-volume hubs. Attendees will gain a data-driven framework for measuring performance and maintaining lead quality during large-scale M&A integration.

• Centralized Lead Management: Identify the key metrics—like speed-to-lead and conversion variance—that often suffer during the transition to a unified contact center model.
• Attribution Complexity: Learn how to maintain clear ROI visibility when merging disparate CRM data and lead sources into a consolidated tech stack.
• Negotiating Power & Partnerships: Understand how consolidation changes the power dynamic between lead sellers and larger, unified lead buyers, and how to adapt your pricing and account management strategies accordingly.

While many marketers fear friction, adding a One-Time Passcode (OTP) requirement to your lead flow acts as a powerful filter that eliminates bot traffic and verifies high-intent human users. This verification step not only cleanses your data but also generates a higher-fidelity "signal" for ad platforms to optimize toward truly motivated prospects rather than empty form-fills. By implementing this layer of resistance, you simultaneously strengthen your compliance audit trail and ensure your sales team focuses only on leads that are reachable and ready to talk.  Join us for this session where our industry experts will share insights around:

• Defeating Automated Fraud: Learn how to deploy OTPs as a definitive barrier against sophisticated bot traffic, ensuring every lead entering your CRM is tied to a legitimate, active device.
• Algorithmic Optimization: Discover how to feed "OTP-Verified" signals back into Google and Meta to train their bidding algorithms on high-intent intent rather than low-quality volume.
• The Compliance Advantage: Understand how the OTP process provides an "ironclad" timestamp and verification of user intent, significantly strengthening your proof of opt-in consent for TCPA regulations.

Building on the foundation of human-centered leadership, this session takes the next step in our evolution as performance marketing professionals. We'll examine how our daily assumptions shape our interactions and explore what it means to be "examined humans" in leadership roles.

In this age of AI automation, there's an ever-increasing need to develop our skills as human beings. We'll discuss how to leverage technology while enhancing authentic human-to-human interactions that drive real business results.

This focused gathering will explore building genuine belonging within our teams and organizations while examining our personal evolution as leaders who prioritize human connection alongside business metrics. Join us for an honest conversation about growing into the leaders our industry needs—ones who understand that improving the human condition is essential to sustainable business success.

The contact center is no longer just a service operation—it is the front line where compliance risk and high-value customer conversion collide.  The landscape around customer contact is changing faster than ever, with new FCC rulings, state mini-TCPAs, and the need for rigorous, ethical AI deployment creating constant operational pressure.

Join Keith Sinnott, a brand-side leader from Homefix Custom Remodeling, and John Pohl, an operational expert from Springs Connect, for a focused strategy on mastering the chaos.  We will dissect the most immediate threats and show you how to implement resilient systems for routing, consent management, and vendor oversight that protect your P&L while maximizing every high-intent inbound and outbound interaction.  Learn to treat your contact center as a profit center, not a liability, by building an immediate strategy for operational excellence.

• The AI Compliance Audit: Discover the key questions to ask AI-driven vendors to ensure their scoring, scripting, and automation tools do not introduce new regulatory liability.
• Maximizing Agent Efficiency: Gain a framework for advanced contact center routing and agent training that prioritizes high-LTV leads and maximizes conversion rates on the first call.
• Vendor Accountability Framework: Walk away with actionable strategies for auditing and optimizing BPO partners to ensure brand consistency, data security, and contractual accountability.

High-value healthcare patient acquisition requires an integrated approach that aligns targeting, messaging, and experience. This session breaks down how leading healthcare brands attract premium patients at the top of the funnel - and convert them into loyal, long-term relationships through a luxury patient experience.

• Acquire The Lead: Reach high-value patients before competitors by combining traditional SEO, AI search, and PPC.
• Deliver The Experience: Turn inquiries into high-value patients through consultation flow, messaging, and brand positioning that build trust.
• Design for Lifetime Value: See how aligning acquisition metrics with the in-practice experience transforms marketing from lead generation into a growth engine.

This session connects advanced digital acquisition strategies with real-world patient systems. Designed for marketers and operators focused on quality over quantity, trust over traffic, and lifetime value over cost per lead.

This session explores the critical balance between cutting-edge automation and essential human interaction in building a high-volume, high-conversion lead generation funnel.  Our panel of experts will dive into mapping a customer journey that leverages AI for efficiency while preserving the authentic human connection required to close high-intent leads.

• Identify the "Hand-off" Points: Learn exactly where to deploy AI for scale and where to re-introduce human touch to prevent drop-off in the funnel.
• Optimize for Volume and Quality: Discover how to use AI-driven personalization to increase lead volume without diluting the quality of your pipeline.
• Future-Proof Your Strategy: Gain a framework for auditing your current customer journey to eliminate friction and optimize for both speed and empathy.

The rise of AI chat engines like ChatGPT, Gemini, and Perplexity is changing how customers discover brands and how leads are generated. This session introduces Generative Engine Optimization (GEO) as the next frontier of both search and performance marketing. You’ll learn how early adopters are capturing AI-driven leads before their competitors and how they are transitioning away from traditional search. Join GEO expert James O’Loughlin and VIPER’s Director of Marketing Seth Halstead as they share their insights into this explosive lead generator.

Takeaways:

• Understand how AI search (ChatGPT, Gemini, Perplexity) is reshaping the lead funnel
• Learn the core principles of GEO and how it extends beyond SEO
• Case study on VIPER Car Alarms - Viper.com