1 00:00:00,880 --> 00:00:04,680 If you ever opened up your favorite project management tool, mine 2 00:00:04,680 --> 00:00:08,360 is Asana and Airtable. And then you start crying and then you close it 3 00:00:08,360 --> 00:00:11,920 immediately because you're completely overwhelmed. Well, this. This episode is for you, my 4 00:00:11,920 --> 00:00:15,200 friends. We're going to be talking about a love for 5 00:00:15,200 --> 00:00:19,040 systems and tools and how do we make our businesses 6 00:00:19,280 --> 00:00:23,120 feel more streamlined without feeling like we're adding more to 7 00:00:23,120 --> 00:00:26,960 our plates. I have the amazing Rachel Mueller on the show 8 00:00:26,960 --> 00:00:30,720 today to talk with us all about that. But first, a word 9 00:00:30,720 --> 00:00:34,060 from our spons. Riverside is the all in one 10 00:00:34,060 --> 00:00:37,900 podcast recording and editing tool that I use for this right here 11 00:00:37,980 --> 00:00:41,740 show. 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If 21 00:01:14,280 --> 00:01:17,960 you want to get on the Riverside train, check it out today, the links in 22 00:01:17,960 --> 00:01:21,520 the show notes and make sure to use my code DREA D R E A 23 00:01:21,520 --> 00:01:24,840 at checkout to get 15% off your membership. 24 00:01:26,280 --> 00:01:29,800 Welcome to episode number 369 of the Mindful Marketing 25 00:01:29,800 --> 00:01:32,680 Podcast. Rachel, I'm so excited to have you here today. 26 00:01:33,600 --> 00:01:37,280 Here. Thank you for having me. Yes. We were just talking before 27 00:01:37,280 --> 00:01:40,920 the show about how systems, tools and tech is 28 00:01:40,920 --> 00:01:44,640 a big question that we often get on the podcast, especially 29 00:01:45,120 --> 00:01:48,840 with our theme of approaching things mindfully, so 30 00:01:48,840 --> 00:01:52,640 doing less, not more. So let's start though, 31 00:01:52,800 --> 00:01:56,080 at the beginning of you and your story. Give us the 32 00:01:56,320 --> 00:01:59,760 elevator style journey of your 33 00:02:00,080 --> 00:02:03,700 path towards being a systems expert. Yeah, so 34 00:02:04,420 --> 00:02:07,860 it's I think, a very typical entrepreneurial 35 00:02:07,860 --> 00:02:11,260 journey in that I did something, I learned a lot and I thought this could 36 00:02:11,260 --> 00:02:15,100 be better. So my partner and I started our first business together 37 00:02:15,100 --> 00:02:18,899 in 2015 and it was a real estate investment 38 00:02:18,900 --> 00:02:22,500 company. We were buying and selling property and there were a lot of moving parts, 39 00:02:22,500 --> 00:02:26,180 as you can imagine. And we were managing everything manually by ourselves 40 00:02:26,420 --> 00:02:30,180 and got to this point where almost daily 41 00:02:30,180 --> 00:02:33,900 I was having like a two year old tantrum style tantrum on the couch, 42 00:02:33,900 --> 00:02:37,740 feeling so incredibly overwhelmed and I thought this, there 43 00:02:37,740 --> 00:02:41,020 has to be a better way. Like, this is not working. I've always found myself 44 00:02:41,020 --> 00:02:44,780 a very organized person. I collected notebooks And I, you know, do all 45 00:02:44,780 --> 00:02:48,420 these organizational things. But it wasn't until we actually jumped into 46 00:02:48,740 --> 00:02:52,460 finding the right tools and systems and we started implementing a CRM project 47 00:02:52,460 --> 00:02:56,310 management tool. Like all of these things that actually helped make things feel 48 00:02:56,310 --> 00:02:59,950 so much easier and more streamlined. And life got a whole lot 49 00:02:59,950 --> 00:03:03,630 easier because I didn't feel like I was scrambling every single day trying to figure 50 00:03:03,630 --> 00:03:07,190 out what am I doing, who needs what, checking my inbox for my to do 51 00:03:07,190 --> 00:03:10,830 list to respond to things, and being very reactionary, it definitely 52 00:03:10,830 --> 00:03:14,230 swapped that mindset for me and put me in much more control of what was 53 00:03:14,230 --> 00:03:16,990 going on. And that was amazing. And then come 54 00:03:17,390 --> 00:03:21,190 2019, we started to shift a little bit, realized we kind of wanted to 55 00:03:21,190 --> 00:03:24,880 move away from that business pandemic hit. People were starting 56 00:03:24,880 --> 00:03:28,160 new businesses, people were working from home. There was a lot of 57 00:03:28,480 --> 00:03:32,160 things happening, and it felt like the perfect opportunity for me to slip in. And 58 00:03:32,160 --> 00:03:35,000 I didn't know what it looked like. As any business when you start kind of 59 00:03:35,000 --> 00:03:37,800 is where it's like, let me just figure this out as I go. But I 60 00:03:37,800 --> 00:03:41,320 knew that I wanted to show up and help people and let them have that 61 00:03:41,320 --> 00:03:44,640 same experience that I did of making their life feel so much easier. 62 00:03:45,200 --> 00:03:48,960 Yes, 100%. I had the same thing happen to me with actually 63 00:03:48,960 --> 00:03:51,920 one of my clients. We used to put all of our client work in a 64 00:03:51,920 --> 00:03:55,700 spreadsheet, really Google sheet. And I had it new client 65 00:03:55,700 --> 00:03:58,300 come in and they were like, this is not working for us. We can't give 66 00:03:58,300 --> 00:04:02,020 feedback appropriately in this tool. Can we find 67 00:04:02,020 --> 00:04:05,740 a better way? And that's when I landed on airtable and it was like, 68 00:04:05,740 --> 00:04:09,260 oh my gosh, my life has completely changed now. I'm an airtable 69 00:04:09,340 --> 00:04:13,180 like lover. I can't go a day without using that 70 00:04:13,180 --> 00:04:16,580 thing. And so it came from 71 00:04:16,580 --> 00:04:20,420 necessity. Right. We all have those moment where we're like, okay, this 72 00:04:20,420 --> 00:04:24,120 is not working. But I want to talk more 73 00:04:24,120 --> 00:04:27,840 about the step before the tool. You know, when we're sitting in that moment where 74 00:04:27,840 --> 00:04:31,440 we're like, gosh, this isn't working. How do we start thinking about 75 00:04:32,080 --> 00:04:35,520 the systems or the things behind the tools 76 00:04:36,080 --> 00:04:39,920 to. To actually build in an easeful path and not 77 00:04:39,920 --> 00:04:43,640 just adding more complexity into our lives, what are the questions we should think about 78 00:04:43,640 --> 00:04:47,440 before we get into the tools of it all? Yeah, for sure. So, I mean, 79 00:04:47,440 --> 00:04:50,520 like you said before, there is even the tools and understanding what the solution is, 80 00:04:50,520 --> 00:04:53,040 you got to figure out where your problem is. Right. And where. What is it 81 00:04:53,040 --> 00:04:56,740 you're actually trying to sol. Chances are that if you have we'll 82 00:04:56,740 --> 00:05:00,420 say thrown the proverbial spaghetti at the wall, which is trying this new 83 00:05:00,420 --> 00:05:03,180 tool and oh, this new thing is going to solve all my problems. But it 84 00:05:03,180 --> 00:05:06,460 doesn't work. And it's because you're not actually figuring out what the real problem is. 85 00:05:06,460 --> 00:05:09,420 And so my suggestion is always starting with auditing your time, 86 00:05:09,900 --> 00:05:13,500 figuring out what is actually the bottleneck. Is it 87 00:05:13,500 --> 00:05:17,180 that you are losing leads in your inbox, you're not getting back to 88 00:05:17,180 --> 00:05:20,940 people fast enough. That is suffering. Your marketing is suffering because of it. You're 89 00:05:20,940 --> 00:05:24,380 not getting enough referrals because the client experience isn't great or you're dropping 90 00:05:24,380 --> 00:05:28,000 balls or whatever that looks like. Cool. You probably need 91 00:05:28,000 --> 00:05:31,720 a project manager or excuse me, you probably need a client management tool 92 00:05:31,880 --> 00:05:35,160 that's going to help with streamlining that process. Sending out 93 00:05:35,240 --> 00:05:39,040 tasteful automations to keep people moving forward even when you 94 00:05:39,040 --> 00:05:42,040 aren't in front of the computer. If it's a busy season or whatever, that looks 95 00:05:42,040 --> 00:05:45,800 like making it that much easier for them and for you from a 96 00:05:46,120 --> 00:05:49,560 lead management, scheduling and onboarding, making it all 97 00:05:49,720 --> 00:05:53,450 so much easier. Cool. On the flip side, if it 98 00:05:53,450 --> 00:05:57,290 is, you feel pretty good about your client experience, but it also feels like when 99 00:05:57,290 --> 00:06:00,450 you actually jump into doing the work for people or even your day to day 100 00:06:00,450 --> 00:06:03,810 work, you have no idea what you're doing. Your schedule feels like a mess. You're 101 00:06:03,810 --> 00:06:07,090 kind of just guessing and trying to figure out what should I be doing today? 102 00:06:07,090 --> 00:06:10,770 What feels like the most important fire that I need to put out right 103 00:06:10,770 --> 00:06:14,210 now? Chances are you probably are keeping a lot in your head 104 00:06:14,370 --> 00:06:18,130 and need some kind of central tool database to hold 105 00:06:18,130 --> 00:06:21,790 it all. So you're not having 100 Google random docs for this 106 00:06:21,790 --> 00:06:25,470 and notes in your iPhone and post it here in that notebook by 107 00:06:25,470 --> 00:06:29,150 your bed and gathering everything and putting it in one central place that you can 108 00:06:29,150 --> 00:06:32,710 then have accountability for that due date, be able to move 109 00:06:32,710 --> 00:06:36,430 things forward. That is also a very helpful step. And I think the 110 00:06:36,430 --> 00:06:40,190 two very much go hand in hand. Like you kind of need both in 111 00:06:40,190 --> 00:06:43,710 your business. But I think it's also very important to recognize before you 112 00:06:43,710 --> 00:06:47,230 again, just start doing all the things. What is it that's actually 113 00:06:47,230 --> 00:06:50,980 needing the most attention? Right. Then get that set up, then 114 00:06:50,980 --> 00:06:53,900 move on to the next piece, then the next piece, then the next piece. 115 00:06:54,700 --> 00:06:58,220 Yes. Oh my gosh. This reminds me of when I 116 00:06:58,220 --> 00:07:02,060 moved from handwriting my notes to typing them in a Google Doc. Like it 117 00:07:02,060 --> 00:07:05,780 does feel like a very simple decision, but I got to 118 00:07:05,780 --> 00:07:08,940 the point where I was sitting there staring at my chicken scratch. Going, 119 00:07:09,660 --> 00:07:13,340 what did I even write here? What does this even 120 00:07:13,420 --> 00:07:17,100 say? You can't even understand your own shorthand. Yeah, right. 121 00:07:18,510 --> 00:07:22,110 And so I feel like sometimes we go with what 122 00:07:22,110 --> 00:07:25,950 we know because we think it's easier at the time, but when in 123 00:07:25,950 --> 00:07:29,790 reality there are things that can help improve that entire 124 00:07:29,790 --> 00:07:33,390 process. And even now I record all of my client calls 125 00:07:33,550 --> 00:07:37,230 because there's so much information in there that I can't gather at the 126 00:07:37,230 --> 00:07:40,910 time with notes. There are so many tools that I use in that 127 00:07:40,910 --> 00:07:44,510 process as well. You know, recording the call, taking the transcript, 128 00:07:44,510 --> 00:07:48,270 putting into AI and going, know, what's the summary? What's the lessons 129 00:07:48,270 --> 00:07:51,590 learned? What are my follow up questions? You know, there's, there's so many tools that 130 00:07:51,590 --> 00:07:55,430 can help improve my entire client process, but you kind of have to think 131 00:07:55,430 --> 00:07:59,110 a little bit about that. And I know that this 132 00:07:59,110 --> 00:08:02,789 thought process takes time. And so I feel like the biggest 133 00:08:02,789 --> 00:08:06,510 roadblock to a lot of business owners is like, okay, so I'm overwhelmed 134 00:08:06,510 --> 00:08:09,590 right now. How in the heck do I now have time to then sit down 135 00:08:09,590 --> 00:08:13,230 and think about a system? So cool, cool, cool, cool. 136 00:08:14,790 --> 00:08:18,510 Yeah. How do we help that problem? Yeah, it's a really 137 00:08:18,510 --> 00:08:22,350 good question. I think that it's twofold. So one, what you were just describing 138 00:08:22,350 --> 00:08:26,070 to me, it also very much feels like a comfort zone thing. Right? 139 00:08:26,070 --> 00:08:29,789 We stick with what we know because it's comfortable and it's easy and learning something 140 00:08:29,789 --> 00:08:33,430 new takes time. And figuring that out. And when you are already feeling 141 00:08:33,430 --> 00:08:37,110 so overwhelmed trying to do something different, it's so 142 00:08:37,110 --> 00:08:40,070 difficult. Right, because it takes you three times as long and you don't know what 143 00:08:40,070 --> 00:08:42,630 you're doing and you're going to mess up and it's two steps back, one step 144 00:08:42,630 --> 00:08:46,130 forward kind of feeling. But that being said, said, 145 00:08:46,690 --> 00:08:50,210 I think that if you are able to 146 00:08:50,370 --> 00:08:54,130 take a moment to really assess what needs your 147 00:08:54,130 --> 00:08:57,970 attention and then break it down into bite sized 148 00:08:57,970 --> 00:09:01,810 pieces. So earlier I said, okay, you need a client management tool 149 00:09:01,810 --> 00:09:05,250 or you need a project management tool. Great. We're not talking about 150 00:09:05,250 --> 00:09:08,450 sitting down and setting up the entire thing on Monday. 151 00:09:09,010 --> 00:09:12,860 We're saying that, okay, you have decided that, you 152 00:09:12,860 --> 00:09:16,500 know what the biggest thing for me is that my leads are getting lost in 153 00:09:16,500 --> 00:09:20,220 my inbox. I'm not responding to people in time. It really sucks because 154 00:09:20,220 --> 00:09:23,660 I feel like I'm not getting as many bookings as I could. Tool, 155 00:09:24,220 --> 00:09:27,860 yes, you need a CRM. That tool is going to help you. Like Dubsado, 156 00:09:27,860 --> 00:09:31,620 Honeybook, Moxbe. There's so many awesome things out there, but maybe the very 157 00:09:31,620 --> 00:09:35,180 first thing, and the only thing that you do is you set up a new 158 00:09:35,180 --> 00:09:38,980 contact form that you embed on your website. That is the exact same 159 00:09:38,980 --> 00:09:42,500 contact form that you had on Squarespace, but now it's connected with your 160 00:09:42,500 --> 00:09:45,980 CRM. So when somebody fills it out, it drops them in there with all their 161 00:09:45,980 --> 00:09:49,820 information. You get notified and maybe we create a 162 00:09:49,820 --> 00:09:53,300 really easy one step automation that just sends them an email 163 00:09:53,300 --> 00:09:57,060 saying thanks, we got it, we'll get back to you in 164 00:09:57,140 --> 00:10:00,900 X amount of time. Okay, cool. Now your leads 165 00:10:00,900 --> 00:10:04,330 aren't getting lost anymore. Now that's going to start to feel a lot easier. What's 166 00:10:04,330 --> 00:10:08,130 the next step? The next piece of that step by step process for you 167 00:10:08,290 --> 00:10:11,730 getting them on the phone? Okay, well if we are 168 00:10:11,730 --> 00:10:15,370 emailing back and forth and at some point that conversation 169 00:10:15,370 --> 00:10:19,210 thread becomes so long and so convoluted because we can't find a time because 170 00:10:19,210 --> 00:10:23,050 of time zones and this and that. Cool. Now we need a scheduler. Let's set 171 00:10:23,050 --> 00:10:26,850 up your scheduler and let's just have one schedule type for that new lead 172 00:10:26,850 --> 00:10:30,650 discovery call and get that going. Then let's move on to the next piece. And 173 00:10:30,650 --> 00:10:33,730 before you know it, you've made it to the end of your process and everything 174 00:10:33,730 --> 00:10:37,470 is feeling so much easier. But if we look at it in that bite sized 175 00:10:37,470 --> 00:10:41,030 piece, it feels so much easier to jump into than 176 00:10:41,030 --> 00:10:43,990 feeling like you got to conquer all of it and you know, all or nothing 177 00:10:43,990 --> 00:10:47,710 essentially. If I don't start using my entire tool perfectly by the end of next 178 00:10:47,710 --> 00:10:50,630 week, I'm just going to keep doing things the way that I'm doing them because 179 00:10:50,630 --> 00:10:54,350 it's comfortable and it's safe and it's easy. Yeah, I mean honestly, we 180 00:10:54,350 --> 00:10:57,830 live in the age of information overload. Right. We can 181 00:10:57,830 --> 00:11:01,390 literally go to YouTube and find the solutions to our 182 00:11:01,390 --> 00:11:04,830 problems, but at some point we have to start implementing them. And I feel like 183 00:11:04,830 --> 00:11:08,340 that that's your advice works so perfectly there, which is like just start 184 00:11:08,340 --> 00:11:11,900 somewhere, start small, don't try to do everything today because then 185 00:11:11,900 --> 00:11:15,620 you'll get really overwhelmed. Is there any like particular 186 00:11:15,780 --> 00:11:19,460 thing that you've seen, like a commonality with small business owners or 187 00:11:19,460 --> 00:11:23,060 solopreneurs entrepreneurs where you go just do this one 188 00:11:23,060 --> 00:11:25,620 thing and you'll have a difference, like a quick. Win, 189 00:11:26,580 --> 00:11:29,700 probably brain dumping. I find that 190 00:11:29,940 --> 00:11:33,780 99% of the people that I work with, unless we're coming in and 191 00:11:34,210 --> 00:11:37,690 were auditing like their system that they've been using for a while and we're just 192 00:11:37,690 --> 00:11:41,170 judging it up, very good chance that you are keeping 193 00:11:41,330 --> 00:11:45,130 way Too much in your head. Like way too much. Like without even realizing 194 00:11:45,130 --> 00:11:48,930 it. Not even just like business stuff, but personal stuff where it's like, 195 00:11:48,930 --> 00:11:51,530 okay, when you wake up in the morning, I gotta go to the grocery store 196 00:11:51,530 --> 00:11:54,970 today and then I'm recording that podcast episode and oh, I gotta pick up that 197 00:11:54,970 --> 00:11:58,770 birthday present for Rachel and I got an rsvp. Like even all that 198 00:11:58,770 --> 00:12:02,460 personal stuff, if you're just, if it's swirling around in your head, there's a very 199 00:12:02,460 --> 00:12:06,140 good chance that that is weighing so heavily on you. 200 00:12:06,220 --> 00:12:09,900 And I have worked with very successful business owners that are doing 201 00:12:10,060 --> 00:12:13,780 really great things in their business and they're just keeping all their to 202 00:12:13,780 --> 00:12:16,740 do's in their head. Or they wake up and they grab their phone and they 203 00:12:16,740 --> 00:12:19,860 jot down those thoughts and then they forget to look at it and they jump 204 00:12:19,860 --> 00:12:23,500 into the fires of the day and it just starts to feel a little chaotic. 205 00:12:23,820 --> 00:12:27,500 And so I always recommend the first place to start is if you're 206 00:12:27,500 --> 00:12:31,080 keeping things in your head, getting them out, writing them down, 207 00:12:31,240 --> 00:12:34,960 using your project management tool, whatever that looks like, making a 208 00:12:34,960 --> 00:12:38,560 concrete list so that you then free your mind and you're no longer 209 00:12:38,560 --> 00:12:42,360 thinking like, don't forget that. Remember this, whatever that looks like. Waking up 210 00:12:42,360 --> 00:12:45,760 at 2am in a panic because you forgot to do that thing again, it just 211 00:12:45,760 --> 00:12:48,800 makes things feel so much easier. And then it also makes it so much easier 212 00:12:48,800 --> 00:12:52,000 to move on to all the other pieces that we talked about because you're no 213 00:12:52,000 --> 00:12:55,000 longer just juggling it in your brain, it's somewhere tangible that you can look and 214 00:12:55,000 --> 00:12:58,550 say like, okay, these are the things that I need to prioritize. Everything 215 00:12:58,550 --> 00:13:02,390 else that can wait. Yeah. Oh, brain dumping. I love 216 00:13:02,390 --> 00:13:06,150 this. I feel like I forgot what that feels like because I'm so 217 00:13:06,150 --> 00:13:09,950 reliant on my calendar, my asana, literally, if it's not my Google calendar, I 218 00:13:09,950 --> 00:13:13,790 don't know what's happening. I don't know thousand percent. I completely forgot 219 00:13:13,790 --> 00:13:17,630 about it the second it went in there. And so I just have that, 220 00:13:18,030 --> 00:13:21,670 that system already in place. But when you don't, it 221 00:13:21,670 --> 00:13:25,310 is, it's a very heavy feeling. Is there a frequency we should brain 222 00:13:25,310 --> 00:13:28,650 dump like daily or how do you recomm to do this? 223 00:13:28,730 --> 00:13:32,450 Yeah, so I mean, whatever works for you for sure. Like the 224 00:13:32,450 --> 00:13:35,570 goal is not to find like whatever my process is. If it doesn't work for 225 00:13:35,570 --> 00:13:38,250 you, you're not going to do it. And consistency is the key with trying to 226 00:13:38,250 --> 00:13:41,850 implement any of these new habits. Right. But for me, the easiest 227 00:13:41,850 --> 00:13:45,650 thing is I keep post its in Literally every room 228 00:13:45,650 --> 00:13:48,970 and space of the house. I'm looking for them right now because I went around 229 00:13:48,970 --> 00:13:52,730 this morning and I gathered all of my post its and I do this 230 00:13:52,970 --> 00:13:56,650 almost daily where if my brain is feeling extra heavy and I've shut my 231 00:13:56,650 --> 00:13:59,610 computer down for the day, I will write all my thoughts down. And then in 232 00:13:59,610 --> 00:14:03,150 the I walk around and I gather them and then I put them in ClickUp 233 00:14:03,150 --> 00:14:05,590 and I put them in their proper place and I give them a due date 234 00:14:05,590 --> 00:14:09,310 or I do them right away, whatever that looked like. And that helps so 235 00:14:09,310 --> 00:14:11,470 much so that even if I wake up in the middle of the night I 236 00:14:11,470 --> 00:14:14,510 chicken scratch something on the post it and then I can fall back asleep and 237 00:14:14,510 --> 00:14:17,190 I'm not having to sit there going okay, don't forget that, go back to sleep. 238 00:14:17,190 --> 00:14:20,870 Don't forget that, go back to sleep. And it's just a very, very toxic cycle 239 00:14:20,870 --> 00:14:24,710 for your brain. And so I think that the goal should be that getting 240 00:14:24,710 --> 00:14:28,390 to the point of what you described where you don't have to think about 241 00:14:28,390 --> 00:14:31,070 it, where you put it in, you put it where it belongs, you do the 242 00:14:31,070 --> 00:14:34,230 thing, you schedule the appointment, whatever it looks like and then you move on to 243 00:14:34,230 --> 00:14:37,110 the next thing. And so if there's something that's preventing you from doing that because 244 00:14:37,110 --> 00:14:40,710 you are ping ponging in your brain from thing to thing, then you need to 245 00:14:40,710 --> 00:14:44,550 sit down and write some stuff down. Yeah, a hundred percent. I 246 00:14:44,550 --> 00:14:48,390 feel like it's, it's especially now in the world we live, it's so digital. 247 00:14:48,470 --> 00:14:52,110 Like we have so many tools available to us, it 248 00:14:52,110 --> 00:14:55,910 just makes sense to use them. I've started using them a lot too in my 249 00:14:55,910 --> 00:14:58,970 personal life. Like I've got a three year old and a one year old now. 250 00:14:58,970 --> 00:15:02,650 Nobody told me about the birthday situation. There's so many birthdays, 251 00:15:02,650 --> 00:15:06,450 there are so many birthdays and you gotta get gifts for all the little 252 00:15:06,450 --> 00:15:10,090 friends for the birthdays and it's a lot and I like 253 00:15:10,490 --> 00:15:14,330 religiously put them in my Google calendar now because otherwise I don't know they're gonna 254 00:15:14,330 --> 00:15:18,130 happen. And so it's been so, so helpful. But you mentioned 255 00:15:18,130 --> 00:15:21,770 ClickUp and I'm curious about this because I feel 256 00:15:21,770 --> 00:15:25,330 like people who like their tool love it. I'm an airtable girly, I like 257 00:15:25,330 --> 00:15:29,110 asana. There's notion people out there to love it. ClickUp 258 00:15:29,110 --> 00:15:32,710 person, tell me what you like. About ClickUp for sure. So I'll back 259 00:15:32,710 --> 00:15:36,470 up also before I jump into getting the nerdiness of ClickUp because I could 260 00:15:36,470 --> 00:15:38,990 talk about ClickUp literally all day like If Click up go down, my whole life 261 00:15:38,990 --> 00:15:42,830 goes down with it. Like everything, everything about me is in ClickUp. But I will 262 00:15:42,830 --> 00:15:46,310 say that for me it was about finding the right tool. And I, 263 00:15:46,550 --> 00:15:50,270 for our first business, I was using a completely different platform that like barely exists 264 00:15:50,270 --> 00:15:53,230 now. And then I swapped for this for hey, Rachel. When I first got started 265 00:15:53,230 --> 00:15:56,110 I was using Trello and then I did try using Asana and then I was 266 00:15:56,110 --> 00:15:59,910 working in a client's Asana and then I we used airtable 267 00:15:59,910 --> 00:16:03,710 for personal stuff for years, for travel planning and creating spreadsheets 268 00:16:03,710 --> 00:16:07,350 kind of that way. And like, I've tried all the things but I never found 269 00:16:07,350 --> 00:16:11,030 one that felt like it was like my catch all for everything until I found 270 00:16:11,030 --> 00:16:13,990 ClickUp. And that's really what it feels like for me, is that I can do 271 00:16:14,230 --> 00:16:17,870 everything that I was doing in three different platforms all in one. But 272 00:16:17,870 --> 00:16:21,630 also it just makes sense for me. Like, you know, sometimes when you log into 273 00:16:21,630 --> 00:16:24,710 something and you're like, I don't know, I just need to find this thing. I 274 00:16:24,710 --> 00:16:27,990 don't know where to click. Like, the menu feels complicated and I don't know what 275 00:16:27,990 --> 00:16:31,780 I'm doing and it feels overwhelming. It's not the tool for you. 276 00:16:31,780 --> 00:16:34,860 Like, there's no amount of training that's going to help you figure it out. Like 277 00:16:34,860 --> 00:16:38,060 you might learn and be able to follow step by step. Like, okay, I go 278 00:16:38,060 --> 00:16:40,860 here and here and here. But if it doesn't feel good, if you don't feel 279 00:16:40,860 --> 00:16:44,700 excited about logging into it, if it doesn't fit your vibe that day, 280 00:16:44,700 --> 00:16:47,460 you're not going to use it. And then what's the point, right? So like I 281 00:16:47,460 --> 00:16:50,580 can sit here and spew about like all the things that I love, but you 282 00:16:50,580 --> 00:16:54,340 got to find the right platform for you. And I think that the biggest 283 00:16:54,340 --> 00:16:58,030 thing for me of, I feel like nowadays especially it's kind of like a ClickUp 284 00:16:58,030 --> 00:17:01,750 versus Asana versus notion conversation. And I think it's really 285 00:17:01,750 --> 00:17:05,270 about that, about finding what feels good for you. For me, Asana 286 00:17:05,270 --> 00:17:08,190 felt almost too simple. Like I wanted to be able to do a little bit 287 00:17:08,190 --> 00:17:11,469 more as far as like the views and the automations and that kind of thing. 288 00:17:11,469 --> 00:17:15,150 And I also really didn't love the hierarchy in Asana 289 00:17:15,150 --> 00:17:18,550 and how it worked with like the project situation and that kind of 290 00:17:18,550 --> 00:17:22,350 setup versus Notion where you literally open up 291 00:17:22,350 --> 00:17:25,830 a blank screen and you have to figure out what you're designing. 292 00:17:26,410 --> 00:17:29,970 No, that I, I am a recovering perfectionist. I would 293 00:17:29,970 --> 00:17:33,610 spend a thousand hours trying to create something before I even started using 294 00:17:33,610 --> 00:17:36,730 it. And that's why there are so many people out there that are in Notion 295 00:17:36,730 --> 00:17:40,330 Template, because it's very difficult to start from a blank screen. 296 00:17:40,570 --> 00:17:44,250 And so for me, ClickUp was just this beautiful marriage of 297 00:17:44,250 --> 00:17:47,810 all the things into one place that just made it. It just 298 00:17:47,810 --> 00:17:51,650 connected. It just connected with my brain. Yes, 100%, you 299 00:17:51,650 --> 00:17:55,290 are speaking my language. Because I feel like. So I say the same thing 300 00:17:55,290 --> 00:17:59,110 about, like, social media scheduling tools. So many of them 301 00:17:59,110 --> 00:18:01,550 out there, and people are always like, which one you recommend? And I can tell 302 00:18:01,550 --> 00:18:05,190 you which one I recommend. However, if you log in and you go, my 303 00:18:05,190 --> 00:18:08,550 brain does not understand this language, then you're. You're not going to get, like, you're 304 00:18:08,550 --> 00:18:11,670 not going to get it. So, yeah, I like that. And I feel like that's 305 00:18:11,670 --> 00:18:15,510 why I liked airtable over Notion, because I did open an ocean thing one 306 00:18:15,510 --> 00:18:19,310 time and I actually have. I purchased templates for Notion. Yeah, there 307 00:18:19,310 --> 00:18:23,030 you go. I'm going to learn this. It's too flexible. It feels 308 00:18:23,030 --> 00:18:26,830 like designing a WordPress website from scratch. Like, I know you 309 00:18:26,830 --> 00:18:30,450 could technically get a better, highly more customized 310 00:18:30,450 --> 00:18:34,210 website, but, like, give me a squarespace, give me a wix any day, 311 00:18:34,210 --> 00:18:37,250 because then you can just drag and drop. I don't need all the fancy stuff. 312 00:18:37,330 --> 00:18:41,090 So, yeah, I totally understand that with ClickUp. Okay, 313 00:18:41,570 --> 00:18:45,370 so talk to me more about ClickUp. Specifically. What's your favorite 314 00:18:45,370 --> 00:18:48,770 way to use it as a system or tool in your marketing? 315 00:18:49,170 --> 00:18:52,970 Ooh, in my marketing. Okay, so I love using ClickUp for my 316 00:18:52,970 --> 00:18:56,700 content planning. I have a content plan space 317 00:18:56,700 --> 00:19:00,420 and folder where I'm able to gather all of my ideas 318 00:19:00,420 --> 00:19:03,780 and thoughts. So I have lists for all of my platforms, my email list, my 319 00:19:03,780 --> 00:19:07,620 blog, my Instagram, et cetera. But then I have a central calendar view 320 00:19:07,620 --> 00:19:11,420 where I can see it all laid out like a content planner, like a social 321 00:19:11,420 --> 00:19:15,140 media planner, and be able to plan everything from there. My 322 00:19:15,140 --> 00:19:18,700 favorite feature of ClickUp, though, is the little bit of customization that you can do 323 00:19:18,700 --> 00:19:22,380 with, like, your status colors and making them your brand colors and making them pretty 324 00:19:22,380 --> 00:19:26,180 and making it a fun place to want to go, adding your emojis and your 325 00:19:26,180 --> 00:19:29,800 icons and all the things and like, really getting down to, like, 326 00:19:29,800 --> 00:19:33,480 the very specifics. So it's very clear of, like, okay, on this day 327 00:19:33,480 --> 00:19:37,240 I'm posting this Instagram thing and it's a reel and I need. Still need 328 00:19:37,240 --> 00:19:40,400 a caption for it. But then on the next day I'm posting this and it's 329 00:19:40,400 --> 00:19:43,919 a carousel and those need hashtags or this is still a work in progress. Or 330 00:19:43,919 --> 00:19:47,760 whatever it looks like. And so you can get very specific with the organization of 331 00:19:47,760 --> 00:19:51,480 it. And that makes it feel so much easier to go from just having 332 00:19:51,480 --> 00:19:55,080 like all of these content ideas in your phone to then 333 00:19:55,080 --> 00:19:58,920 actually having something tangible that you're getting across the finish line and saying 334 00:19:58,920 --> 00:20:02,590 like, okay, looking at it at the calendar, I'm scheduling 335 00:20:02,590 --> 00:20:06,310 this for this day. Working backwards. Let's start working on it. 336 00:20:06,950 --> 00:20:10,630 Yeah. So how frequently are you putting ideas in there? Is it 337 00:20:10,630 --> 00:20:14,310 like a monthly weekly thing. Or it's probably by 338 00:20:14,310 --> 00:20:17,750 like several times a week that like I'll think of something or if like I'm 339 00:20:17,750 --> 00:20:21,150 on socials, I get an idea for something and I jot it down, but then 340 00:20:21,150 --> 00:20:24,950 actually like putting it somewhere on the calendar 341 00:20:24,950 --> 00:20:27,710 where it's like, okay, that wasn't just an idea. This is actually something that I 342 00:20:27,710 --> 00:20:31,500 want to do probably weekly to like every couple weeks. 343 00:20:31,810 --> 00:20:35,530 I'm like really mapping out what that actually looks like. Okay, and 344 00:20:35,530 --> 00:20:38,770 are you attaching like images and videos and stuff in there too or is it 345 00:20:38,770 --> 00:20:42,610 just text? Sometimes, yeah. So if I have someone that's 346 00:20:42,610 --> 00:20:45,930 helping me, like, so I have an assistant that helps with marketing stuff like 347 00:20:45,930 --> 00:20:49,650 scheduling emails and working on blog posts and that kind of thing. 348 00:20:49,890 --> 00:20:53,690 And so sometimes we need visuals for that, so we'll add those in. Or if 349 00:20:53,690 --> 00:20:57,530 it's something like a video kind of thing that's 350 00:20:57,530 --> 00:21:01,330 getting edited, maybe that gets uploaded there to work through the approval process. 351 00:21:01,490 --> 00:21:05,150 But generally speaking, like I try and get as much in there as I can 352 00:21:05,550 --> 00:21:09,230 and then when it's like tangible ready to go, that's when I drop it 353 00:21:09,230 --> 00:21:12,910 into my actual like social media planner grid. I use 354 00:21:12,910 --> 00:21:16,550 planoly still for me that works. And so dropping it in so I can see 355 00:21:16,550 --> 00:21:20,150 like visually, like how does this all line up with everything and make it very 356 00:21:20,150 --> 00:21:23,950 easy to go from there to my phone? I know there are extensions 357 00:21:23,950 --> 00:21:27,670 and add ons and tools where you can like schedule stuff directly to your 358 00:21:27,670 --> 00:21:31,270 socials from ClickUp, but I, I don't like auto posting 359 00:21:31,270 --> 00:21:34,870 stuff. I definitely still like the handholding of it and getting it across the finish 360 00:21:34,870 --> 00:21:38,350 line. So that process worked for me. Yeah, I mean, especially now, 361 00:21:38,350 --> 00:21:41,950 like I find that I kind of have to do a temperature check 362 00:21:42,030 --> 00:21:45,829 before I post stuff online because the world is like so wild right 363 00:21:45,829 --> 00:21:49,230 now. You don't want to post it, like have something automatically go out and you're 364 00:21:49,230 --> 00:21:53,070 like, oh no, things are on fire. So yep, that was a horrible time to 365 00:21:53,070 --> 00:21:56,830 share that. Yes, totally. Yeah, yeah, yeah. Okay, cool. I love this 366 00:21:58,020 --> 00:22:01,540 content planning in ClickUp. It's, it's exactly how I do an 367 00:22:01,540 --> 00:22:04,860 airtable as well. So for those of you listening, if you tried 368 00:22:04,860 --> 00:22:08,620 Airtable and you're like, my brain didn't like this, try ClickUp. 369 00:22:08,620 --> 00:22:11,980 It may be the alternative that you need to get things 370 00:22:11,980 --> 00:22:15,540 planned. And the other thing that I like about using tools like this instead of 371 00:22:15,540 --> 00:22:19,220 planning in your scheduling tool, is that you're able 372 00:22:19,220 --> 00:22:22,660 to actually sort and reuse that content 373 00:22:22,740 --> 00:22:26,540 a whole lot easier. You know, you can 374 00:22:26,540 --> 00:22:30,000 source content from previous months, years even, 375 00:22:31,120 --> 00:22:34,920 and repurpose it in other ways. So I'm curious about your process to 376 00:22:34,920 --> 00:22:38,600 this. How are you using content repurposing 377 00:22:38,600 --> 00:22:42,400 inside of ClickUp? Yeah, so I, I've gone 378 00:22:42,400 --> 00:22:45,920 through many iterations of it over the years trying to find a process that 379 00:22:45,920 --> 00:22:49,200 works. And I would say generally speaking it's really 380 00:22:49,440 --> 00:22:52,920 easy and ClickUp to like duplicate a task. So like, let's say that like you 381 00:22:52,920 --> 00:22:56,360 have this like blog post that you shared on this day. You can 382 00:22:56,360 --> 00:23:00,110 easily then add that into your Instagram list and say, 383 00:23:00,110 --> 00:23:03,230 okay, we're going to take this little snippet and make carousel of it kind of 384 00:23:03,230 --> 00:23:07,030 thing. Or you can also get really deep with the automations 385 00:23:07,030 --> 00:23:10,790 inside ClickUp and like, let's say that something in one place like 386 00:23:10,790 --> 00:23:14,430 your blog post. Now you can get an automation alert task that 387 00:23:14,430 --> 00:23:18,270 says, great, this blog posted. It's time to make your Pinterest pins and 388 00:23:18,270 --> 00:23:21,830 share that to Pinterest and create this from that and share it on 389 00:23:21,830 --> 00:23:25,430 socials and then schedule it in the email newsletter. So you send out your 390 00:23:25,430 --> 00:23:28,860 blog, like there's a lot that you can do there, but without going 391 00:23:29,170 --> 00:23:32,570 like too deep and nerdy into it, which I know you and I very much 392 00:23:32,570 --> 00:23:36,170 could, I think that it's just all about like finding, finding the 393 00:23:36,170 --> 00:23:39,890 flow that like feels really easy to maintain. Like that's the thing for me. I 394 00:23:39,890 --> 00:23:43,730 think that like when I tried to make it overly complicated, I stopped using 395 00:23:43,730 --> 00:23:47,570 it because it was so rigid that like there was no flexibility in 396 00:23:47,570 --> 00:23:51,170 it to like figure out. Like, well, if I set this up and I am 397 00:23:51,170 --> 00:23:54,890 cross posting the content to every single platform but this post, I 398 00:23:54,890 --> 00:23:58,370 don't want to, but my automation is telling me I need to. And it's created 399 00:23:58,370 --> 00:24:02,010 four tasks for me. Like that starts to get too messy and complicated and I 400 00:24:02,010 --> 00:24:05,690 think that's when things can start to feel like overwhelming past the point of 401 00:24:05,690 --> 00:24:09,130 helpful. Okay, you put into words something that I've been struggling with with 402 00:24:09,130 --> 00:24:12,930 Airtable for a while too. No, because I have a friend who's like 403 00:24:12,930 --> 00:24:16,730 an Airtable. Like. Like, she does everything with Airtable. 404 00:24:16,810 --> 00:24:20,530 And she was showing me her automations for, like, podcast guest booking and 405 00:24:20,530 --> 00:24:24,280 how, like, she just, you know, toggles it from, like, you 406 00:24:24,280 --> 00:24:28,080 know, pending to booked. And it's like emailing the person out some stuff. It's 407 00:24:28,080 --> 00:24:31,720 like attaching all these things. And I'm like, but what if. What if you want 408 00:24:31,720 --> 00:24:34,680 to toggle it but those things aren't ready yet and then your automations are all 409 00:24:34,680 --> 00:24:38,440 broken? Like, yeah, that's what I think when I. When I see, like, it's too 410 00:24:38,440 --> 00:24:42,120 automated for me in my process. I love that for her, and I like that 411 00:24:42,120 --> 00:24:45,600 she could do that. But for me, I need a little manual, like some 412 00:24:45,600 --> 00:24:49,440 checklists in there so that things are like automatically going wild. Yeah, 413 00:24:49,440 --> 00:24:53,240 there's nothing wrong with templates over automating everything. In fact, I'm 414 00:24:53,240 --> 00:24:56,950 very much like you were. Like, I'm not a fan of automating everything. I 415 00:24:56,950 --> 00:25:00,510 find that an overly automated experience can actually do the opposite for you 416 00:25:00,510 --> 00:25:04,110 sometimes. Like, exactly like what you're describing. But a good template. 417 00:25:04,350 --> 00:25:08,110 Yes. That makes it so easy for you to be able to get 418 00:25:08,110 --> 00:25:11,190 things across the finish line so you're not just staring at a blank screen every 419 00:25:11,190 --> 00:25:14,990 single time. Yeah. I feel like this leads into one of the questions 420 00:25:14,990 --> 00:25:18,590 I had, which is about the difference between systems and tools, because it 421 00:25:18,590 --> 00:25:21,950 feels like sometimes people get so reliant on the tool 422 00:25:21,950 --> 00:25:25,550 itself without really thinking about the entire pro, like, the client 423 00:25:25,550 --> 00:25:29,130 experience. Like you talked about, like, the client doesn't care if you 424 00:25:29,130 --> 00:25:32,970 manually had to edit that email or if it went out automatically. Right. 425 00:25:32,970 --> 00:25:36,210 Like, they don't care. They just want the email. And so I feel like sometimes 426 00:25:36,210 --> 00:25:39,930 we get too, I don't know, we get too far in the 427 00:25:39,930 --> 00:25:42,970 tech. But can you talk a little bit about that from your experience? Like, this 428 00:25:42,970 --> 00:25:46,810 difference between systems and tools and how do we decide what is automated 429 00:25:46,810 --> 00:25:50,570 and what isn't? Totally. So the way that I like to think about it 430 00:25:50,570 --> 00:25:53,530 is basically a system is something that takes a manual 431 00:25:54,250 --> 00:25:57,050 process and it turns it into something that is repeatable, 432 00:25:57,370 --> 00:26:01,210 automatable, delegatable, etc. So whether 433 00:26:01,210 --> 00:26:04,770 that means that you are taking your process and you're putting it into a tool, 434 00:26:04,770 --> 00:26:08,330 like a CRM or asana or ClickUp to do the thing. Cool. 435 00:26:08,490 --> 00:26:11,850 Or is it just that you're mapping out what that process looks like 436 00:26:12,090 --> 00:26:15,810 for how things work and you now have your steps? One, 437 00:26:15,810 --> 00:26:19,650 two, three. Maybe they're all manual steps, but it's a very clear way that 438 00:26:19,650 --> 00:26:23,410 you do it every single time. And you're creating a system out of 439 00:26:23,410 --> 00:26:27,070 that where it's now, you know, when you do this thing, this happens, and when 440 00:26:27,070 --> 00:26:30,910 you do this step, this happens. And then you can start to pepper in some 441 00:26:30,910 --> 00:26:34,550 things like templates. If you're doing the same thing every single time, if it's repeatable 442 00:26:34,790 --> 00:26:38,230 sitting down, let's use your podcast as an example. If you are 443 00:26:38,390 --> 00:26:41,270 sitting down every time that you need to record with somebody and you're saying, okay, 444 00:26:41,270 --> 00:26:44,990 so we need to, for this recording, get their headshot and their bio, 445 00:26:44,990 --> 00:26:47,950 and I need to look up questions and I need to do this research, and 446 00:26:47,950 --> 00:26:51,670 then you're going to forget something. Right. But if you have that template, that 447 00:26:51,670 --> 00:26:55,270 checklist that you can refer to every single time, but then manually 448 00:26:55,350 --> 00:26:58,610 do the pieces to fill in the dots, that's going to feel like a much 449 00:26:58,610 --> 00:27:02,090 cleaner, easier process than having to do it, you know, the other way every single 450 00:27:02,090 --> 00:27:05,810 time. Yeah, a hundred. I love all of this. I really do, because 451 00:27:05,810 --> 00:27:08,810 I, I feel like I got this question a lot when I was doing a 452 00:27:08,810 --> 00:27:12,130 lot of mentoring for social media managers and 453 00:27:12,370 --> 00:27:16,170 freelancers. And I used dubsado for years, and then I switched 454 00:27:16,170 --> 00:27:19,930 to moxie. And yes, both of those tools have a ton of 455 00:27:19,930 --> 00:27:23,530 automations. I wasn't using all of them. I was using more of their 456 00:27:23,530 --> 00:27:27,170 templates and the automations because there are a few. Like, if someone 457 00:27:27,170 --> 00:27:30,030 fills out a form, then, yeah, I want to send them, thank you and be 458 00:27:30,030 --> 00:27:33,750 like, I'll follow up. But when someone hits accept on a 459 00:27:33,750 --> 00:27:37,510 proposal, I like to do a. A customized email. Like, 460 00:27:37,510 --> 00:27:40,990 I don't want them to get something automated. They just gave me thousands of dollars. 461 00:27:41,150 --> 00:27:44,350 So, yeah, I got a template for it to help me, but I'm going to 462 00:27:44,350 --> 00:27:48,070 be very specific and layer in things that we talked about, 463 00:27:48,070 --> 00:27:51,550 things that they're excited about into that email so that it is a 464 00:27:51,550 --> 00:27:55,070 personalized experience. It's not just another templated response. 465 00:27:55,070 --> 00:27:57,950 Right. So I do feel like some of these automations, 466 00:27:59,360 --> 00:28:02,520 especially for a lot of us who have smaller businesses, which is a lot of 467 00:28:02,520 --> 00:28:06,080 people listening, right? We're not like, you know, top 100 companies 468 00:28:06,240 --> 00:28:10,000 over here. We are, you know, usually, you know, under 469 00:28:10,000 --> 00:28:13,840 10 million, let's say, in business a year. And so when I think about 470 00:28:14,080 --> 00:28:17,880 companies that are that size, it's like, even if we 471 00:28:17,880 --> 00:28:21,120 have one person on our team or we have 20, it's like 472 00:28:21,280 --> 00:28:25,070 sometimes a lot of the work we're doing is still highly personalized. Like, that 473 00:28:25,070 --> 00:28:28,910 is actually our superpower over the mega companies. And so, yeah, we use 474 00:28:28,910 --> 00:28:31,750 the tools to help us. But we don't want to like strip away the humanity 475 00:28:31,830 --> 00:28:35,030 of it. All. Right, Absolutely. And I think a lot of times when people hear 476 00:28:35,030 --> 00:28:38,670 automations, they're worried that it's going to sound like cold or robotic. And like, 477 00:28:38,670 --> 00:28:42,430 especially now we think of like, like I think the, the conversation 478 00:28:42,430 --> 00:28:45,950 around the M Dash and Chat GPT is the perfect example where it's like, everyone 479 00:28:45,950 --> 00:28:49,630 assumes that if you use an EM dash Chat GPT wrote it right where 480 00:28:49,630 --> 00:28:53,390 I think that there is definitely a way that you can insert your personality into 481 00:28:53,390 --> 00:28:56,530 these things, making the templates or the automated else 482 00:28:56,850 --> 00:29:00,370 feel down more like you. And also, there's nothing 483 00:29:00,370 --> 00:29:03,970 wrong with like being on the nose about it. If you're sending out 484 00:29:04,130 --> 00:29:07,810 a payment reminder, let's say not you, your tool, sending out a payment reminder, 485 00:29:07,810 --> 00:29:11,410 there's nothing wrong with saying, hey, this is a friendly automated reminder. 486 00:29:11,570 --> 00:29:15,250 Any questions, hit reply. Or if somebody fills out your 487 00:29:15,250 --> 00:29:19,050 form and you want to make sure that they're, let's say they 488 00:29:19,050 --> 00:29:21,850 fill it out on a Friday, but you're not logging back into your inbox on 489 00:29:21,850 --> 00:29:25,600 Monday. So you want to make sure they know I got it. We're good. It's 490 00:29:25,600 --> 00:29:29,080 off your plate. I'm on it. You can send a quick hey, we got it. 491 00:29:29,080 --> 00:29:31,800 Thank you. I'll get back to you soon with next steps and all that good 492 00:29:31,800 --> 00:29:35,360 stuff. Just wanted to let you know it's not lost in my inbox, 493 00:29:35,520 --> 00:29:39,160 that kind of thing. That can all be very helpful to carry 494 00:29:39,160 --> 00:29:42,600 that experience across the finish line and not lose the 495 00:29:42,600 --> 00:29:46,400 humanity and the touch and the secret sauce of you and how you work 496 00:29:46,400 --> 00:29:50,120 with your people. Yeah, 110%. I love 497 00:29:50,120 --> 00:29:53,770 this. Okay, so, so I know that there are people listening who are 498 00:29:53,770 --> 00:29:57,210 going, okay, now I'm ClickUp curious and I know you have a 499 00:29:57,210 --> 00:30:00,970 resource for them. So tell us a little bit about your ClickUp Repeat. Yeah, 500 00:30:00,970 --> 00:30:04,610 I created this tool a while back because I found that 501 00:30:04,610 --> 00:30:07,130 just like any tool, when you log in and you don't know where to start, 502 00:30:07,130 --> 00:30:10,690 it can feel very overwhelming. And so I made just a little 503 00:30:10,690 --> 00:30:14,450 free list that you can use to start brain dumping all of your 504 00:30:14,450 --> 00:30:18,170 things in your head, whether that is your client project or your personal, 505 00:30:18,330 --> 00:30:21,810 whatever that looks like, just getting it out and starting to put it somewhere that's 506 00:30:21,810 --> 00:30:24,710 very tangible and then you can expand on that from there. But it makes it 507 00:30:24,710 --> 00:30:28,550 very easy for you to be able to get started using the tool. I love 508 00:30:28,550 --> 00:30:32,190 this so much. I'll get this free resource in the show notes online. 509 00:30:32,190 --> 00:30:35,950 Drea.com 3, 6, 9. Rachel, thank you 510 00:30:35,950 --> 00:30:39,510 so much. Where else can people connect with you online? Thank you. This was so 511 00:30:39,510 --> 00:30:42,430 much fun. I feel like you and I could chat for literally hours about all 512 00:30:42,430 --> 00:30:45,310 of these things. I think that we've been on our best behavior keeping it under 513 00:30:45,310 --> 00:30:49,110 30. So I am on Instagram. 514 00:30:49,190 --> 00:30:51,830 Feel free to go find me. I'm sure you're linked to this, but I'm at. 515 00:30:51,830 --> 00:30:55,370 Hey, Dot. Rachel. Rachel's R A B H A E L. Thank you, mom and 516 00:30:55,370 --> 00:30:59,130 dad. And you can find me there if you have. If you listen 517 00:30:59,130 --> 00:31:01,930 to this and you got to this point, you're like, cool. Maybe I want ClickUp. 518 00:31:01,930 --> 00:31:05,010 Maybe I want Asana. Maybe I need devoto. Maybe I need Moxie. I don't know. 519 00:31:05,330 --> 00:31:08,170 Send me a message. I'm more than happy to help point you in the right 520 00:31:08,170 --> 00:31:11,850 direction. I think there's a lot of noise, especially if you're an online business owner 521 00:31:11,850 --> 00:31:15,530 in the online social base. And it's hard to find someone that you can go 522 00:31:15,530 --> 00:31:19,250 to and ask questions without it feeling like it's just going to be a 523 00:31:19,250 --> 00:31:22,020 pitch and they're going to ask you to jump on a sales call. Call. I'm 524 00:31:22,020 --> 00:31:24,220 not going to do that. Let's chat. Let me help point you in the right 525 00:31:24,220 --> 00:31:27,820 direction. Feel free to send me a message. Okay? Y' all 526 00:31:27,820 --> 00:31:31,380 take advantage of this once in a lifetime opportunity 527 00:31:31,860 --> 00:31:34,980 and just to talk to someone too, because I do feel like a YouTube video 528 00:31:34,980 --> 00:31:38,820 can only get you so far. So very generous of you, Rachel. Thank 529 00:31:38,820 --> 00:31:42,020 you so much for being on the show today. Thank you. Appreciate it. This was 530 00:31:42,020 --> 00:31:45,500 so much fun. Hey, and thank you, dear listener, for tuning in to another 531 00:31:45,500 --> 00:31:49,230 episode of the Mindful Marketing PO Podcast. If you like this conversation, 532 00:31:49,230 --> 00:31:52,870 you're going to love the conversations inside of the Mindful Marketing 533 00:31:52,870 --> 00:31:56,310 Lab. We talk about marketing, we talk about 534 00:31:56,550 --> 00:32:00,310 what's your system, we talk about our different tools. And y' all 535 00:32:00,310 --> 00:32:03,990 already know mine is airtable. So if you're air table friendly, 536 00:32:03,990 --> 00:32:07,070 I have all the air table templates for you, but you gotta join in the 537 00:32:07,070 --> 00:32:10,070 lab to get them. Head on over to onlinendra.com 538 00:32:10,550 --> 00:32:14,400 lab to join us today. I have another episode for you 539 00:32:14,400 --> 00:32:17,120 next Tuesday. I'll see you then. Bye for now.