Chad Spaide

Duration: 1 hr 4 mins 53 secs

The Get Automated Podcast Episode 55 is here. Download and listen to this week’s episode as your host Kelsey Bratcher and his guest Chad Spaide Founder of Pure Potential Insurance Automation. Dive into handling a sales pipeline in software. Also learn why Slack is a fantastic tool to bolt on to your tech stack. Kelsey and Chad drill down into the major benefits of using some of the less conventional features of Slack and why it is superior to email for general notifications. Go beyond regular communication and add in notifications of important key moments in your business. Plus learn how to decipher what the URL really means inside your CRM and why this is important, and much more. Get your copy today.

The best way to find more about Chad Spaide go to or you can check out Pure Potential Insurance Automation

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Pro Tips

In a lot of these CRMs when you are on looking at a contact record, or an opportunity, different things that you are going to interact with within a CRM. The ID number of that record is usually present in the URL.
– Kelsey Bratcher

You’re able to pay attention to the interesting moments that are occurring within your prospects day as they pertain to your business.
– Kelsey Bratcher


As an independent agent our industry really just gives us terrible tools to work in. It’s really backwards, the way that we have to go about our business and a lot of it just stops us from having any sales momentum period.
– Chad Spaide

You’re educating prospects to gain that trust and credibility that they should do business with you.
– Chad Spaide

Whether it’s a brand new lead or it’s an old lead that’s being marketed to an agent doesn’t have to really worry about their pipeline they just have to do what Slack tells them to do.
– Chad Spaide

You get to new lead, right? It pops right in there after it’s formatted. Everything is hyperlinked and it’s one or two clicks away.
– Chad Spaide

I can’t remember the last time I ever just used one application.
– Kelsey Bratcher

Now as far as a user perspective, so to speak sometimes it’s incredibly hard to get them to use such simple tools that will change their life.
– Chad Spaide


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