Helping front office teams grow better

Here you’ll find an archive of Nathanael’s weekly email. The email features an essay and curated reading on technology + marketing + simplicity.

Nathanael also posts longer-form pieces about CRM software, front-office strategy, and similar topics.

Tech is coming for your tech job - Issue #310

Here’s a quick summary of where we are with tech: we were promised self-driving cars, instead we got Twitter; now that your white-collar job is mostly interacting with tech, the robots will quickly be better at it than you.


HubSpot's Revenue Operations Certification: Lessons Learned

After taking a few years off, I got back to badge-earning by finishing HubSpot Academy's Revenue Operations certification on September 16th. This course was almost as wide-ranging as my HubSpot consulting role: it covered everything from strong sales process definition to the Lean SixSigma definition of waste to accounting basics to hiring. Any role in operations, whether you're a team of one or dozens, is similarly wide-ranging.

laptop and table doing digital strategy planning

The Digital Marketing Strategy of 2022 & Beyond

Marketing success requires knowing your business and how to reach your customers. The secret sauce for digital success adds an eye for the opportunities in the evolving digital space. For example, when I was a digital marketer for a political non-profit, I generated good results by borrowing ideas from B2C digital (emails like Apple) and political campaigns (Facebook like Obama).

CRM Needs Chart

How to Choose a CRM System (and Keep It)

I’ve picked CRM systems a few times. Some flopped immediately, others worked at first but were outgrown, and only rarely did the CRM provide long-term value. But it’s those CRMs that stuck around that were the best: CRMs only add value if you keep them!

worn jeans with dollar bill in the pocket

How to Be Frugal: 10 Years of Savings

After starting my career in the family business (taxes!) and then shifting to non-profit work, I now work in technology. I’ve noticed a thruline: everyone complains about how little they make. The most common reason my friends have had for switching jobs is to increase their salary.

Podcast Microphone

Own Your Platform Podcast: for people launching careers in tech

This is my third try at a podcast. In 2004-6, I hosted a short-lived podcast (MindPlacebo) with my brother Andrew. It was really fun for us to record. I'm not sure why anyone listened. But listen they did: we reached about 60 people per episode and began a regular listener mailbag, where people wrote in and we made jokes about their emails.

Nathanael Yellis's career lessons learned

Career Lessons Learned: My Career in Pivots

The Importance of position and place.

My career has taken me to three cities, working for four companies in at least four distinct positions. It has been a bit of a sojourn, but there are through lines to each place and position and even in the pivots in between. I come back to these pivots and lines when talking to others about their career choices. When it goes well, it's usually because we've learned something, when it goes poorly, it's usually because we've ignored the same lesson. Thus, I thought my story and an exploration of the good and bad reasons behind each pivot may help your career planning. Thus this essay is my attempt to tell the story of a career in pivots.


Failure to Launch: CRM Implementation Best Practices

It was a big launch meeting: here’s the new CRM! My pitch was polished; the screenshots and demos were airtight. We gathered in the conference room, but then the whole thing landed with a thud.

When I’d finished the first part of the presentation and was about to switch into the demo, the first question was, “do we have to use this?” Followed up with a senior partner musing, “yeah, why do we even need a CRM?”

We hadn't even launched, and the CRM implementation was about to fail.


Nathanael's Reading

More than a hundred and fifty  people read the weekly email “Nathanael’s Reading,” which he’s sent every Friday since 2016. Nathanael includes original thoughts and curated reading on technology + marketing + simplicity. Subscribe by entering your email here