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I can’t tell you how many times I’ve heard someone dismiss email marketing as “old-school” or “not worth it.” Email marketing is the underdog in digital marketing that just never dies. You can’t beat an inbox for connecting directly with your audience.

If you’re ready to find out why this method still reigns supreme, keep reading.

In this lesson, I explore the power and importance of email marketing as a reliable tool in a crowded digital landscape. We start by discussing why email marketing remains a cornerstone of digital strategies, highlighting its ability to drive conversions more effectively than social media. I also cover how to set up a successful email marketing strategy, from building a targeted list to defining clear goals and KPIs. By choosing the right tools and crafting engaging emails, you can ensure long-term success.

Start Reading Foundational Guide

In this lesson, we’ll cover the essential steps to building a successful email list from scratch. I’ll guide you through the importance of email marketing as a direct and controllable tool for business growth, and explore effective strategies for rapidly growing your list. You’ll learn the differences between single and double opt-in methods, how to select the right email service provider, and create compelling lead magnets. Additionally, we’ll discuss segmentation, automation, and best practices to nurture your list and maximize conversions.

Start Reading List Building

In this lesson, you’ll discover how email marketing tools can simplify and enhance your marketing efforts. I’ll guide you through key features to look for, including automation, segmentation, personalization, and analytics. You’ll learn how to choose the right platform based on your business needs and explore popular tools like Mailchimp and ConvertKit. Additionally, I’ll share tips for scaling your campaigns and avoiding common mistakes, helping you create effective email marketing strategies that engage and convert.

Start Reading Tools & Software

In this lesson, I will guide you through the essential components of writing better emails that engage and drive action. We’ll explore why email marketing remains a powerful tool, despite new trends in digital marketing, and how to craft emails that feel personal and authentic. You will learn how to write compelling subject lines, strong openings, and effective CTAs, while avoiding common pitfalls. I’ll also share strategies for growing and segmenting your email list to maximize relevance and engagement.

Start Reading Copywriting & Messaging

In this lesson, I will guide you through the fundamentals of A/B testing in email marketing. You’ll learn how to optimize key elements of your emails, such as subject lines, CTAs, and design, to improve open rates, click-throughs, and conversions. I’ll walk you through setting up, analyzing, and iterating on tests, with a focus on avoiding common pitfalls. By the end, you’ll be equipped to make data-driven decisions to enhance your email campaigns and boost performance.

Start Reading A/B Testing & Optimization

In this lesson, we will explore how to effectively leverage email marketing as a reliable revenue engine. You will learn how to set clear objectives, build and segment your email list, and craft compelling emails that drive engagement. We’ll dive into measuring success through key metrics, discuss common pitfalls, and examine the balance between personalization and privacy. By the end, you’ll be equipped with actionable strategies to create, execute, and optimize your email marketing campaigns.

Start Reading Strategy
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Shane Barker
Digital Marketing Expert
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Flex Workers and How They Improve Customer Experience with Daniel Rodriguez

Join host Shane Barker and guest Daniel Rodriguez as they discuss how flex specialists are revolutionizing customer service. Discover how flexible work schedules and a rigorous selection process bring passion, empathy, and efficiency to customer experience, setting a new standard for brand representation and operational excellence.

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A man with short hair is smiling at the camera. He is wearing a collared shirt and is pictured against a plain, white background. The image is in black and white.
Today's guest...
Daniel Rodriguez

Daniel Rodriguez is the Owner and CEO of Currently Wine Co., bringing his expertise in building high-growth tech brands to disrupt the traditional wine industry. With over a decade of experience leading marketing for B2B startups, he has helped companies scale rapidly, craft strategic narratives, and establish market leadership. He has been part of executive teams that have raised five rounds of VC/PE funding while building demand generation, PR, and product marketing functions from the ground up.

An accomplished author and thought leader, Daniel co-authored Experience is Everything, exploring the evolution of customer service in a digital world. His insights have been published in Forbes, CMSWire, and top MarTech blogs, and he frequently speaks at keynotes, webinars, and podcasts.

Beyond business, Daniel is passionate about mentoring and career development, teaching marketing workshops for Visible Hands. A musician and storyteller at heart, he believes in the power of analogies, customer communities, and content-driven marketing strategies that connect on an emotional level.

Episode Show Notes

Welcome to another episode of The Marketing Growth Podcast with your host, Shane Barker. In this episode, Shane sits down with Daniel Rodriguez, Chief Marketing Officer at Simplr, to explore how flex specialists are reshaping customer experience. Daniel shares how Simplr’s carefully curated pool of flex workers—many of whom are military spouses, teachers, or aspiring musicians—brings passion and empathy to every customer interaction. Unlike traditional call centers that often struggle with high attrition and rigid hours, these specialists work on their own terms, ensuring they deliver service when they’re at their best.

The conversation highlights the significant advantages of matching work schedules to personal peak performance, which not only improves service quality but also enhances employee satisfaction. Daniel explains that the rigorous selection process (he even jokes that it’s tougher than getting into Harvard) ensures only the creme de la creme join the team. With the support of innovative technology, including machine learning and AI, Simplr helps these specialists remain consistently on-brand. Tune in to learn how this flexible approach not only boosts customer satisfaction but also drives lasting brand loyalty and operational efficiency.

Books mentioned

None

Brands mentioned

  • Simplr
  • Spring Mountain Winery
  • Southwest
A bearded man with short hair, wearing a light-colored buttoned coat, sits with his hands clasped and smiles gently against a dark background. The photo is in black and white.

Shane Barker

Speaker 1
00:10-00:27

Welcome to the Marketing Growth podcast. I’m your host, Shane Barker, and I’ve been chatting with Daniel Rodriguez. He is the Chief Marketing Officer at Simplr, and in our last episode, we spoke about how to improve your customer experience. Today, we’re going to continue the conversation and talk about how flex specialists at Simplr can help with CX.

A bearded man with short hair, wearing a light-colored buttoned coat, sits with his hands clasped and smiles gently against a dark background. The photo is in black and white.

Shane Barker

Speaker 1
00:30-00:35

The specialists that you guys have—what do you guys call them? Like, the people that are on your team—is there a term that you guys use?

A man with short hair is smiling at the camera. He is wearing a collared shirt and is pictured against a plain, white background. The image is in black and white.

Daniel Rodriguez

Speaker 2
00:35-03:41

Yeah, these are flex specialists. Flexible specialists. And it’s a very different group than your traditional call center worker, whether that’s onshore or offshore. We’d like to joke—and you kind of gave me a hard time about Harvard—we actually say it’s harder to become a Simplr flex specialist than it is to get into Harvard, because it’s a 1% acceptance rate. So we have this really, really highly curated pool of people. A lot of them are military spouses—we’ve got Americans stationed on bases around the world. We’ve got teachers supplementing their income. Twenty percent of our flex specialists have master’s degrees. We’ve got aspiring musicians who use this to keep the lights on.

We’re really proud of that group because they represent people’s brands. We’re a technology and a people company. We’ve built tech to solve inefficiencies, but we’ve also got this incredible group of people. I’ll also say—and I don’t want this to come across as too much of a dig at people who build call centers—but those models have 100% attrition. People don’t stay in jobs for less than a year that they like. Those are tough staffing situations. The people with us are signing on and resolving customer issues for different brands because they want to. It’s flexible. They want to do the work.

And, with the pandemic, it’s valuable for a lot of people to have not only work-from-home flexibility but also work-when-you-want flexibility. It’s not just “you can work remote,” but “you still have to work 9 to 5.” That’s a challenge for households with kids, or both parents working. So with our model and our team, the answer is: work when you want. And the result is people bringing a good version of themselves to work. So yeah, we really love the group that we have.

A bearded man with short hair, wearing a light-colored buttoned coat, sits with his hands clasped and smiles gently against a dark background. The photo is in black and white.

Shane Barker

Speaker 1
03:42-05:21

Well, I love how you guys are putting that together, because you’re saying it’s somebody that’s passionate about customer service and working when they want—it’s not this eight-hour grind. I’ll tell you—this is probably Shane 3.0 now—but Shane 1.0, I used to work in a call center. I think I worked there for like three days. Super awesome time. Loved it. It was great—calling everybody during dinner time, they’re hanging up on me, telling me to screw off. And I’m like, “No, sir, thank you so much. Hopefully, you can leave your house with me. Give me a call back if you need anything.” He’s like, “Yeah, go to hell.” And I’m like, “Cool. Thank you so much for your time.” True story.

It was actually a buddy’s call center—he probably listens to this podcast, so I’m not gonna say his name. But his name’s Taylor. Anyways, he’s in Sacramento. He does mortgages. By the end of the week, they were like, “Let’s go through how many calls everyone made.” They were like, “John, 365 calls. Bob, 532 calls. Shane Barker—14 calls.” And I’m like, “Yep, I excelled. Two a day.” And they’re like, “We’re gonna talk.” And I said, “Dude, I hate this. This is terrible.” I didn’t enjoy the job. In eight hours, you’re just grinding. The idea of flexibility, letting someone work two or three hours and enjoy it—I mean, it’s the gig economy. Especially the people you’re hiring—people who maybe can’t do a traditional job but are awesome and have something to offer. I think that’s awesome you guys are doing that.

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Daniel Rodriguez

Speaker 2
05:22-06:24

Yeah, one of the things we test for—which I’m not sure if you’d pass or not, and I won’t say either way because I don’t know you well enough—is the empathy quotient. Because some people just want to fire off a response. We’re handling all the digital channels, right? And that’s not the best foot forward for a brand.

We have a really high bar around empathy. We think of ourselves as a tech company, and part of our tech is helping us bring on the right people. Part of the secret sauce is having people who score really high on empathy—because they care.

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Shane Barker

Speaker 1
06:24-06:51

And I think that’s the question. If I were a brand, I’d be asking, “Why would this person care?” And it sounds like you test for that and put people in a position where they have to show how empathetic they are, just being human and understanding what people are going through. That’s extremely important. And so when you talk about empathy, you guys clearly do some major screening and training to maintain that standard. Because there are thousands of people who can work from home, and it sounds like you guys are getting the top of the top.

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Daniel Rodriguez

Speaker 2
06:52-09:10

Yeah, we like to think of it as the crème de la crème—people out there who want to do this work. And there’s a sacred feeling, I think, among company leaders about who they let interact with customers. That bond, if it doesn’t work, can’t easily be repaired. So they try to mitigate the risk with strict training regimens—like a two-week process—and then say, “Okay, you’re on brand.”

But the reality is, people forget by month one or two. It’s a really difficult thing. We solve that with technology in a savvy way. We’ve got machine learning and AI helping people stay on brand in a way that doesn’t misrepresent the company. That’s what we’re really excited about. You can’t always see it, but you see it in the results.

Also, having people who are happy to come to work and say, “Hey, I want to solve some tickets right now. I want to help people.” We get fun notes that get passed around—it means a lot for people to have that flexibility in their schedules and lives. For some people, it’s the difference between being in a tough spot and really thriving, especially in a pandemic, where opportunities are harder to come by for many Americans.

A bearded man with short hair, wearing a light-colored buttoned coat, sits with his hands clasped and smiles gently against a dark background. The photo is in black and white.

Shane Barker

Speaker 1
09:10-09:34

Sure. And another thing—I was thinking about this while you were talking. What are the major benefits, from the customer side, of working with a flexible specialist? I have some ideas in my head, but I’d love to hear it from you. If someone’s saying, “Hey, I need help with customer service,” what are the top benefits? Give me a little rundown.

A man with short hair is smiling at the camera. He is wearing a collared shirt and is pictured against a plain, white background. The image is in black and white.

Daniel Rodriguez

Speaker 2
09:34-09:42

Yeah. I mean, I think one is—you’re actually interacting with a human.

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Shane Barker

Speaker 1
09:42-09:48

What’s a human? Like, is that a bot’s baby?

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Daniel Rodriguez

Speaker 2
09:48-11:29

Okay, I think so many people want to interact with people, and so few companies are able to figure out how to make that happen. That’s a huge piece. We talked about this a little already, but the idea of matching cost to actual need—that cracks the code for a lot of people. Like, I’d love to staff up to the level my customers expect, but I just can’t afford to. So I think those are two huge things.

And we’re also on our own journey here. We’re not just thinking about how to keep the lights on 24/7—because it’s the internet, and the lights are always on. That’s what we’re doing today. But we know companies want to improve their customer experience over time. They want technology that helps them play offense instead of defense. They want to diagnose pain before they experience pain, and they want to see more clearly what’s going on with their customers. So we want to take that journey with them.

A bearded man with short hair, wearing a light-colored buttoned coat, sits with his hands clasped and smiles gently against a dark background. The photo is in black and white.

Shane Barker

Speaker 1
11:30-12:44

Awesome. Yeah, I love that. I think the flexibility of the working schedule is huge. And once again, it brings up the question—if someone is buying something online 24 hours a day, how do you staff for that, right? That’s where this kind of flexibility comes in. And having people who actually love their job and enjoy what they’re doing, plus putting them through real testing to make sure they’re passionate and empathetic—that’s awesome. I think what you guys have created is a solid approach.

As you were talking, it reminded me of Southwest. Years ago, their big thing was, when you called, someone would actually answer the phone. I remember thinking, That’s crazy. I’d call, hang up, call again, and someone would still answer. I was like, This is amazing—an actual human! And that’s what’s wild—it’s literally the baseline of customer service, and I was blown away just because someone picked up the phone.

Even now, with airlines and everything going on, it’s still tough. I get that it’s a cost thing, but with what you guys have built, there’s now that flexibility that wasn’t there before.

A man with short hair is smiling at the camera. He is wearing a collared shirt and is pictured against a plain, white background. The image is in black and white.

Daniel Rodriguez

Speaker 2
12:44-15:17

Yeah, and airlines—you know, everyone loves to pick on airlines, and there’s good reason for it. Airlines aren’t like traditional eCommerce retailers. They’re an oligopoly. There are only a few providers, just like cable companies. And because there’s not much competition, you have to put up with terrible service—unless you’re paying through the nose to make those service issues go away. And you’re paying for that directly.

But in the eCommerce or restaurant space—like a lot of the customers we work with—it’s highly competitive. It’s not that people will never be your customer again, but in that moment, maybe they won’t. And maybe they fall in love with another brand and drift away. You might lose them completely. So it’s critically important, especially for bigger companies—we work with some fairly large ones, and “big” is relative—but if you’ve got $100 million in revenue, you’re likely feeling these pains. What’s fascinating is when you’re small, you smother your customers with love—because you think that’s what you need to do. Then as you grow, you start using words like “optimize,” which often just means, “I’m going to ignore or devalue my customer.” And when that happens, people feel it. They feel like they don’t matter.

And I think what we’re doing at Simplr is saying, “Yes, you do matter. A lot.” In that moment when something’s challenging or unclear—when you have a question or need help—you matter a lot. Whether it’s this purchase or future ones, you do matter.

A bearded man with short hair, wearing a light-colored buttoned coat, sits with his hands clasped and smiles gently against a dark background. The photo is in black and white.

Shane Barker

Speaker 1
15:18-15:54

Well, Daniel, you matter too. Man, thank you so much. I know we’re on the podcast here, but you just told me I matter, and I appreciate that. Maybe you were talking to the podcast audience, but I felt that vibe. You matter too, buddy. I want you to know that.

Sorry, I’m cracking up—we’re at the end of the podcast, and this is the hard part. This is the breakup. We probably won’t see each other—well, hopefully we will. Not because of COVID, but that’s another conversation.

I do want to switch it up and ask you about your Level Two wine tasting certificate. What do you got going on there? I’m not saying you’re an alcoholic, and I’m not saying you’re not, but tell us about it. What’s your go-to wine? Let’s get a little personal.

A man with short hair is smiling at the camera. He is wearing a collared shirt and is pictured against a plain, white background. The image is in black and white.

Daniel Rodriguez

Speaker 2
15:54-17:12

Yeah, I mean, I do love learning about wine, tasting wine—and also drinking wine. I’d say I’m a wine snob. I’ll throw that out there. You’re welcome to judge me, and I’ve gotten over being judged for it. I started getting into wine just because I was fascinated by it. Like, why is this wine darker than that one? What makes it that way? And it’s a rabbit hole, I’ll tell you.

The certification I have is pretty junior, but it’s enough to make me feel dangerous. People ask me what to get off a wine list, and I generally know what’s going on. Lately, I’ve been obsessed with Napa wines—specifically the ones grown in the mountainous regions. So mountain fruit from Napa. I’ll give a shoutout to Spring Mountain Winery, which is also a geographic location—Spring Mountain—because that wine has really been my obsession.

A bearded man with short hair, wearing a light-colored buttoned coat, sits with his hands clasped and smiles gently against a dark background. The photo is in black and white.

Shane Barker

Speaker 1
17:13-17:43

Awesome. Yeah, it’s funny—I used to be in the restaurant industry. I’ve got a wine cellar with some great bottles. I kind of fell off the wine train and moved to beer—because I’m Irish, and I guess we switch back and forth to give our liver a break.

But yeah, man, if you ever come to Sacramento, I’ve got some great wines. I’d be nervous to open them for you, but I know you’d appreciate it. One time, I opened up a really expensive bottle—I won’t say how much—and my brother slammed it in one gulp. We hadn’t seen him in a few months. He finished it and I was like, “You owe me money.”

A man with short hair is smiling at the camera. He is wearing a collared shirt and is pictured against a plain, white background. The image is in black and white.

Daniel Rodriguez

Speaker 2
17:45-17:52

I promise you that when we get to do this, I will not chug the wine.

A bearded man with short hair, wearing a light-colored buttoned coat, sits with his hands clasped and smiles gently against a dark background. The photo is in black and white.

Shane Barker

Speaker 1
17:53-18:00

I guess that’s—you said I matter, and you won’t chug the wine. Last question, this is a quick one: if you could have dinner with three people, dead or alive, who would it be?

A man with short hair is smiling at the camera. He is wearing a collared shirt and is pictured against a plain, white background. The image is in black and white.

Daniel Rodriguez

Speaker 2
18:01-18:55

Oh my gosh. I guess I’d have to have LeBron James, because we were just talking about him. I think it would be amazing to meet Harriet Tubman. I grew up in Ohio, and we’re on the Underground Railroad route. I remember going on a school tour to see the trap doors in old homes—totally fascinating.

And I’d love to talk to my own dad—who’s alive—but when he was my age. Just to ask, “What are you seeing right now? What’s going through your head?” Because I don’t have any recollection of my dad at my age—he was already a dad when I was born.

A bearded man with short hair, wearing a light-colored buttoned coat, sits with his hands clasped and smiles gently against a dark background. The photo is in black and white.

Shane Barker

Speaker 1
18:55-19:28

I know what he was seeing—he was seeing your mom. That’s probably how you came about. Cool, Daniel. Hopefully, you get dinner with LeBron, ask your dad about Dad 1.0 now that you’re Dad 2.0 or 10.0. Man, that’s awesome. There’s so much rich history there. This was fun, man. You’re a great guest. If you come out to Sacramento—when it’s not on fire—you’re welcome anytime. We’ll break out some wine. If I’m in Boston, well, we probably shouldn’t tell anybody, but we’ll have a good time.

A man with short hair is smiling at the camera. He is wearing a collared shirt and is pictured against a plain, white background. The image is in black and white.

Daniel Rodriguez

Speaker 2
19:29-19:40

That’d be good. We can social distance. I’m not sure anyone’s flying anywhere right now, but if that changes, I’ve got a wine cellar too. We can have some fun social distance in my back patio.

A bearded man with short hair, wearing a light-colored buttoned coat, sits with his hands clasped and smiles gently against a dark background. The photo is in black and white.

Shane Barker

Speaker 1
19:40-19:45

Now that I know you have a wine cellar, I’ll start walking—since I can’t drive or fly, so that’s perfect.

A bearded man with short hair, wearing a light-colored buttoned coat, sits with his hands clasped and smiles gently against a dark background. The photo is in black and white.

Shane Barker

Speaker 1
19:45-19:48

All right, brother. Take care. We’ll talk soon.

A man with short hair is smiling at the camera. He is wearing a collared shirt and is pictured against a plain, white background. The image is in black and white.

Daniel Rodriguez

Speaker 2
19:48-19:50

Thank you. You too. Thanks so much for having me.

A bearded man with short hair, wearing a light-colored buttoned coat, sits with his hands clasped and smiles gently against a dark background. The photo is in black and white.

Shane Barker

Speaker 1
19:52-20:21

For the reasons why Simplr relies on Flex specialists to their intense selection and training process. We’ve covered it all. We also spoke at length about the different wines that Daniel enjoys.

Next week, we’ll be back with another fun episode at Shane Barker’s Marketing Growth podcast, so stay tuned. Also, if you want to improve your customer experience while scaling your business, you should reach out to us at shanebarker.com our team will not only help you promote your brand, but will also improve your customer experience by working on your website. Stay tuned to Shane Barker’s Marketing Growth podcast.

00:10
Daniel Rodriguez on Specialized Marketing Teams
00:30
The Role of Specialists in Brand Growth
03:42
Creating Impactful Marketing Campaigns
06:24
Challenges in Modern Customer Engagement
09:10
How Personalization Transforms Marketing
14:31
Scaling Marketing Strategies for Growth
19:52
Final Thoughts on Innovation and Branding
This Isn’t a Sales Funnel, It’s a Partnership

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