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The BizPilot Briefing

The BizPilot Briefing

By: Don McCormack
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Summary

The BizPilot Briefing is your go-to podcast for small business owners who want to stay ahead with AI-powered tools, automation strategies, and platform updates from BizPilot 360. Each episode delivers the latest news, feature releases, and practical how-tos designed to help you run your business smarter — not harder. Whether you're streamlining operations, automating marketing, or scaling your sales, The BizPilot Briefing keeps you in the cockpit and in control. Subscribe and put your business on Autopilot!

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Episodes
  • Inbound Email Trigger: Automate Responses and Route New Leads

    Inbound Email Trigger: Automate Responses and Route New Leads
    May 10 2026
    In this episode of The Biz Pilot Briefing we introduce the Inbound Email Trigger, a new automation in Biz Pilot 360 that fires the moment an email arrives so you can respond, route, or qualify leads automatically. Easily added in Workflows under Automation, the trigger supports filters for sender, subject keywords, and replied status, plus an option to target only new conversations. It can capture full message content via the custom value picker, enabling context-aware replies and routing for first-touch senders not yet in your CRM. For businesses, marketers, and entrepreneurs this means faster response times, fewer missed inquiries, and scalable handling of outreach and support so teams can focus on higher-value work. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 mins
  • Embed Funnel Pages Inside Course Lessons

    Embed Funnel Pages Inside Course Lessons
    May 6 2026
    In this episode of The Biz Pilot Briefing... we highlight a new update in Biz Pilot 360 that lets you embed existing funnel pages directly into course lessons. Funnel pages render inside the course player so CTAs, upsells, and lead-capture forms behave like native lessons without pulling learners away. The result is a seamless teach-to-convert experience that makes courses conversion-ready: creators can reuse funnels across programs, automate upsells and lead workflows, and cut manual setup time. Marketers and entrepreneurs gain higher engagement, smoother buyer journeys, and tighter alignment between education and revenue goals. Tune in for a practical walkthrough of adding and publishing funnel pages within your courses. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 mins
  • Opportunities Forecast Tab: Timeline And At-Risk Settings

    Opportunities Forecast Tab: Timeline And At-Risk Settings
    May 5 2026
    In this episode of The Biz Pilot Briefing we introduce the new Forecast tab inside Opportunities in Biz Pilot 360, designed to move pipeline tracking into probability-based revenue forecasting. The update surfaces a Main Summary that shows max potential, expected revenue, wins, and open opportunities; a Fix Your Forecast Data section that flags gaps and suggests corrections; and a Forecast Timeline that maps expected close dates across selectable periods. Use the Group by menu to quickly break views by Owner, Status, or Expected Close Date, and configure At‑risk opportunities with adjustable timing rules to flag trouble early. The Forecast tab delivers clearer visibility, earlier warnings, and a spreadsheet-free way to improve pipeline planning and revenue predictability. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 mins
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